To create or modify a category class:

1. Navigate to Administration > Content Intelligence > Category Classes.

2. Select File > New > Category Class to create a category class, or click the icon next to the category class whose properties you want to set.

3. Enter a name and description for the category class.

   The name of the category class appears when you select a category class for a category. If you are editing a category class, the name is read only.

4. Select the document attribute into which CIS writes the names of assigned categories.

   The attribute must exist for the object type of documents that is categorized, and it must be a repeating value attribute, such as keywords. Each time a document is categorized, the attribute is updated. It means that CIS erases the current values and replace them with the result of the new categorization. Therefore, end users must not edit this attribute manually.

5. Click the Default Values tab.

   Use this page to set the default configuration for categories of this class. This configuration can be overridden in the category definition.

6. 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 7.

   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.

7. Set the default rules for using evidence from child or parent categories.

   1. Select Use evidence from child/parent to apply evidence propagation to all categories for this category class.

   2. From the drop-down list, select child to use evidence from child categories as evidence for the current category or parent to use evidence from parent categories.

   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.

8. Click Finish.