Commands in the Folder “Documents to be
Classified” 
Use
You use this folder as the worklist for documents that are classified in a certain taxonomy. In this folder the system displays documents that were not assigned to any category of a taxonomy during automatic classification. You can also move documents to this folder manually.
Each taxonomy has
its own Documents to be Classified folder. It is displayed in the Taxonomy Explorer iView under the root folder of each
taxonomy (/taxonomies/<indexname>/
<taxonomyname>/Documents
to be Classified).
You can also find this folder in the 
classification
inbox.
Features
Uploading and Creating Documents
You can upload documents to folder Documents to be Classified or create them online in this folder. The system stores the documents in the taxonomy data repository and marks them with status To be Classified.
If there are further taxonomies under the index, read the comments in the section Uploading and Creating Documents under Commands for Documents.
Deleting Documents
You can only delete a document in the Documents to be Classified folder if it is not assigned to any category in any taxonomy. The system physically deletes the document from the repository. Whether the document is stored in the taxonomy data repository or in a different repository is of no importance.
This is the only way to physically delete documents in taxonomies.
Moving Documents
Moving Within a Taxonomy
|
Source |
Target |
Description |
|
Documents to be Classified |
Category folder in the same taxonomy |
The system classifies the document in the target category and removes it in the current taxonomy from folder Documents to be Classified. The document may still be contained in folder Documents to be Classified in other taxonomies under the same index. |
|
Category folder |
Folder Documents to be Classified in the same taxonomy |
The system sets the status of the document in the current taxonomy to To be Classified and deletes all classifications of the document in the current taxonomy. If there are further taxonomies under the index, the document classification is not changed in other taxonomies as a result of this action. |
Moving Between Multiple Taxonomies Under the Same Index
|
Source |
Target |
Description |
|
Documents to be Classified |
Category folder in different taxonomy with the same index |
The system classifies the document in the target category. In the source taxonomy the document remains in folder Documents to be Classified. |
|
Category folder |
Folder Documents to be Classified in another taxonomy under the same index |
The system deletes the document classification in the source category The system sets the status of the document in the target taxonomy to To be Classified and deletes all classifications of the document in the target taxonomy. The document is marked as Manually Declassified in all categories. This overrides any automatic classification. |
|
Documents to be Classified |
Folder Documents to be Classified in another taxonomy under the same index |
The system sets the status of the document in the target taxonomy to To be Classified and deletes all classifications of the document in the target taxonomy. The document is marked as Manually Declassified in all categories. This overrides any automatic classification. |
Moving Between Multiple Taxonomies Under Different Indexes
Cross-indexing operations are not allowed.
Moving Between Taxonomies and Folders in Repositories
|
Source |
Target |
Description |
|
Documents to be Classified |
Folder in repository |
The system copies the link to the repository. The document is retained in folder Documents to be Classified. |
|
Folder in repository |
Documents to be Classified |
The system moves the document from the external repository to the taxonomy data repository. The system sets the status of the document in the target taxonomy to To be Classified. If there are further taxonomies under the index, read the comments in the section Uploading and Creating Documents under Commands for Documents. |
Copying Documents
The categories of a taxonomy only contain links to documents, but do not contain the documents themselves. There are two instructions for copying: Copy Link and Copy Target.
Copying Links
Copying Links Within a Taxonomy
|
Source |
Target |
Description |
|
Documents to be Classified |
Category folder in the same taxonomy |
The system classifies the document in the target category and removes it in the current taxonomy from folder Documents to be Classified. The document may still be contained in folder Documents to be Classified in other taxonomies under the same index. The behavior is identical to that of the Move command. |
|
Category folder |
Folder Documents to be Classified in the same taxonomy |
The system sets the status of the document in the current taxonomy to To be Classified and deletes all classifications of the document in the current taxonomy. If there are further taxonomies under the index, the document classification is not changed in other taxonomies as a result of this action. |
Copying Links Between Multiple Taxonomies Under the Same Index
If you copy a link from one taxonomy to another, this has no effect on the source taxonomy. In the source taxonomy, the classification status (To be Classified / Never to Classify / Classified) and the document classification are not changed.
|
Source |
Target |
Description |
|
Documents to be Classified |
Category folder in different taxonomy with the same index |
The system classifies the document in the target category. |
|
Category folder |
Folder Documents to be Classified in another taxonomy under the same index |
The system sets the status of the document in the target taxonomy to To be Classified and deletes all classifications of the document in the target taxonomy. |
|
Documents to be Classified |
Folder Documents to be Classified in another taxonomy under the same index |
The system sets the status of the document in the target taxonomy to To be Classified and deletes all classifications of the document in the target taxonomy. |
Copying Links Between Multiple Taxonomies Under Different Indexes
Cross-indexing operations are not allowed.
Copying Links Between Taxonomies and Folders in Repositories
|
Source |
Target |
Description |
|
Documents to be Classified |
Folder in repository |
The system copies the link to the repository. |
|
Folder in repository |
Documents to be Classified |
Not possible |
Copying Targets
With the Copy Target instruction you create a new document. If more than one taxonomy is assigned to an index, read the comments in the section Uploading and Creating Documents under Commands for Documents.
Copying Targets Within a Taxonomy
|
Source |
Target |
Description |
|
Documents to be Classified |
Category folder in the same taxonomy |
The system creates a copy of the document in the taxonomy data repository and classifies the new document in the target category. |
|
Category folder |
Folder Documents to be Classified in the same taxonomy |
The system creates a copy of the document in the taxonomy data repository and sets the new document to status To be Classified. |
Copying Targets Between Multiple Taxonomies Under the Same Index
|
Source |
Target |
Description |
|
Documents to be Classified |
Category folder in different taxonomy with the same index |
The system creates a copy of the document in the taxonomy data repository and classifies the new document in the target category. |
|
Category folder |
Folder Documents to be Classified in another taxonomy under the same index |
The system creates a copy of the document in the taxonomy data repository and sets the new document to status To be Classified. |
|
Documents to be Classified |
Folder Documents to be Classified in another taxonomy under the same index |
The system creates a copy of the document in the taxonomy data repository and sets the new document to status To be Classified. |
Copying Targets Between Multiple Taxonomies Under Different Indexes
|
Source |
Target |
Description |
|
Documents to be Classified |
Category folder in taxonomy with a different index |
The system creates a copy of the document in the taxonomy data repository below the target index (/taxdata/documents/<targetindexname>). The system classifies the new document in the target category. |
|
Category folder |
Folder Documents to be Classified in the taxonomy under another index |
The system creates a copy of the document in the taxonomy data repository below the target index (/taxdata/documents/<targetindexname>). The system sets the status of the new document to To be Classified. |
|
Documents to be Classified |
Folder Documents to be Classified in the taxonomy under another index |
The system creates a copy of the document in the taxonomy data repository below the target index (/taxdata/documents/<targetindexname>). The system sets the status of the new document to To be Classified. |
Copying Targets Between Taxonomies and Folders in Repositories
|
Source |
Target |
Description |
|
Documents to be Classified |
Folder in repository |
The system creates a copy of the document in the repository. |
|
Folder in repository |
Documents to be Classified |
The system creates a copy of the document in the taxonomy data repository and sets the new document to status To be Classified. |
Commands for Folders
The folder Documents to be Classified may not contain subordinate folders. There are therefore no folder commands available.