Create a taxonomy object before creating the categories in the hierarchy. The taxonomy object sets some default values for the categories below it.
Define one or several taxonomies. Define several taxonomies in the following cases:
Define one taxonomy for each distinct subject area or domain.
Maintain the taxonomies separately, by different subject matter experts, for example.
Manage the taxonomies separately, for example, some taxonomies can be offline while others are online.
To create or modify a taxonomy:
Navigate to Administration > Content Intelligence > Taxonomies.
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 list page.
Select File > New > Taxonomy to create a taxonomy.
To modify a taxonomy, select it and select View > Properties > Info.
In the Select Taxonomy Type tab, select the taxonomy type from the drop-down list to create a subtype.
Click Next to proceed or click Attributes tab.
Specify when the taxonomy settings as described in the following table:
Table 15.3. Taxonomy settings
Field | Description |
|---|---|
Name | The taxonomy name is mandatory and must be unique. Once set, it cannot be modified. By default, the taxonomy name is the text that appears in the list of taxonomies. However, it is possible to display the taxonomy title instead of the taxonomy name. |
Title | The title is not mandatory and it is not necessarily unique. |
Description | The description is not mandatory. |
Click the Select owner link and choose the taxonomy owner. The taxonomy owner can be a person, a list of persons, or groups.
Choose the default category class from the drop-down list.
The selected class appears as the default category class when you create categories in this taxonomy.
Select the taxonomy language.
The language of the taxonomy is used when the language of a category is not defined. If no language is set for the taxonomy, the evidence terms are stemmed in English. The selected language must match with the language of the documents that you want to classify.
Specify whether the taxonomy is online or offline.
By default, a taxonomy is offline until you explicitly put it online by selecting Online from the State drop-down list.
An online taxonomy is available for end users to browse and assign documents to. Keep the taxonomy offline until you have completed testing it.
Set the default on-target and candidate thresholds.
The threshold values for the taxonomy object set the default threshold values for categories in this taxonomy. The default values are 80 for the on-target threshold and 20 for the candidate threshold.
Click the Property Rules tab to specify criteria that all documents in this taxonomy must meet.
The procedure to define property rules for taxonomies is the same as defining property rules for categories. However, unlike property rules set for categories, the property rules for a taxonomy cannot be used to assign documents.
The rules appear on the rules page for the category with the taxonomy name displayed in the title of the box.
Click OK to close the properties page.
Synchronize the new or modified taxonomy to make it available to CIS server.
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