To create a category:

1. Navigate to Administration > Content Intelligence > Taxonomies.

2. To display only taxonomies that you own or only online taxonomies, choose one of the options from the drop-down list in the upper-right corner of the page.

3. Select a taxonomy and navigate to the location where you want the category to appear.

   The right pane should display the contents of the category that will be the parent of the new category.

4. From the menu, select File > New > Category.

5. If you created subtypes, in the Select Category Type tab, select the category type from the drop-down list to create a subtype and click Next.

6. In the Attributes tab, specify when the category settings as described in the following table:

   Table 15.4. Taxonomy settings

   Field	Description
   Name	The category name is mandatory and must be unique between categories that have the same parent. Once set, it cannot be modified. By default, the category name is the label that appears in the list of categories and the name of the folder created for this category. However, it is possible to display the category title instead of the category name. The maximum number of characters for the category name is 255 characters. The category path that includes the category name and the names of the parent categories must not exceed 450 characters.
   Title	The title is not mandatory and it is not necessarily unique.
   Description	The description is not mandatory.

7. Click the Select owner link and choose the owner of this category.

   The category owner is the user who can approve or reject documents assigned to the category as a candidate pending approval. The user you select is added to the ci_category_owner_role automatically, giving this user access to the category through Documentum Administrator.

8. Select the category class from the drop-down list.

9. Select the category language. The selected language is used to filter the documents that you want to classify. If the language is different, the documents are not assigned to the category.

   If you do not define the language of a category, and whatever the language of the parent category, the language set for the taxonomy is used. If no language is set for the taxonomy, the evidence terms are stemmed in English.

10. Enter on-target and candidate thresholds.

    The on-target and candidate thresholds determine which documents CIS server assigns to a category during automatic processing. The default values come from the definition of the taxonomy you selected to navigate to this category.

11. Specify how CIS treats the category name as an evidence term for the category.

    1. To use the category name as an evidence term, select Include Category Name as evidence term. If you deselect this option, go to step 12.

    2. To look for grammatical variations of the category name, select Use stemming.

    3. To enable the words in multi-word category names to appear in any order, select the Recognize words in any order checkbox. When the checkbox is not selected, CIS server recognizes the category name only if it appears exactly as entered.

12. Specify how CIS uses evidence from child or parent categories.

    1. Select Use evidence from child/parent.

    2. From the drop-down list, select child to use evidence from subcategories of the current category or parent to use evidence from the parent category.

    Note

    You cannot link to a category with a name that is not unique. If you define links to categories with a non-unique name, CIS ignore them during the processing.

13. If you created subtypes, click CustomProp tab to create a custom tab for the subtypes and enter the custom type for the subtype.

    If the customization for a subtype is not available, Documentum Administrator uses the closest supertype settings that are available for a particular subtype.

14. Click OK.

    The property page closes, and the category appears in the list.

15. To complete the category definition, set category rules.