Classification Module 6.1.2 - User Guide

You can:

• Modify the categories that have been applied within a taxonomy if you disagree with the current manual categorization.
• Add categories from a taxonomy that currently does not have any categories applied.
• Categorize containers such as folders or SharePoint libraries. These are not considered by the automated system, so the only way they can be categorized is manually.
  When a container has a category manually applied, all children inherit the category. For example, if you categorize a folder, all files and subfolders also inherit this category. If a child resource is manually or automatically categorized in a way that conflicts with the inherited category, the inherited category is ignored.
• Override categories applied by the automated system, or prevent the automated system from using a particular taxonomy for a particular resource. For more information on overriding, see Working With Automatically Categorized Resources on page 91.
• Review how the automated system would categorize the resource within the taxonomy. Not all documents have a potential category based on their content. If a document has not been scanned, no potential categories can be shown. The potential categorization of resource may change as the automated system is modified by your system administrator.
• Revert to the automated system for a taxonomy. This removes any current manual categorizations, and submits the resource to the automated system. Note that not all resources are categorized by a given taxonomy, so the resource may end up with no categories in this case.

To modify existing manual categorizations within a taxonomy

1. View the categorization for the resource.
2. Click Edit.
3. From the taxonomy tree, select a category to add, and click the right arrow.
   
   -OR-
   
   From the Categories that will be applied list, select a category to remove, and click the Remove button.
   If you would like too see how the resource would be categorized by this taxonomy if it was not manually categorized, expand the bottom panel. You can revert to the automated system if desired.
4. Click Apply Manual Categories.
5. In the confirmation dialog box, click Apply Manual Categories.

To manually categorize a resource with no categories applied

1. View the categorization for the resource.
2. Select Manually Categorize.
3. Select a taxonomy.
4. Select a category, and click the add button.
5. Repeat if desired.
   You may be prevented from adding more than one category if the taxonomy is mutually exclusive, so that only category from the taxonomy can be applied. You may also be prevented if the parent category is set to mutually exclusive, so that only one subcategory can be applied.
6. To add categories from a different taxonomy, repeat steps 3 through 5.
7. Click Manually Categorize.
8. In the confirmation dialog box, click Apply manual categories.
   Your resource will no longer be considered for automated classification for any taxonomy from which you apply a category. You can revert the resource to automated classification at any time.

To add categories to a resource from another taxonomy

1. View the categorization for the resource.
2. Select Manually add categories from another taxonomy.
3. Select a taxonomy.
   Only taxonomies from which no categories are currently applied to this resource are available.
4. Select a category, and click the add button.
5. Repeat if desired.
   You may be prevented from adding more than one category if the taxonomy is mutually exclusive, so that only category from the taxonomy can be applied. You may also be prevented if the parent category is set to mutually exclusive, so that only one subcategory can be applied.
6. Click Manually categorize.
7. In the confirmation dialog box, click Apply manual categories.
   Your resource will no longer be considered for automated classification for this taxonomy. You can revert the resource to automated classification at any time.

To remove a category from a resource

1. View the categorization for the resource.
2. Locate the row containing the category you want to remove, and click Remove.
3. In the confirmation dialog box, click Remove Category.
   If you remove the last category from a resource, the automated system will begin categorizing the resource again for that taxonomy. If you want the system to ignore this taxonomy for this resource, after it is automatically categorized, follow the steps for overriding the automated system.

To see how the automated system would categorize a resource

1. View the categorization for a resource.
2. Locate a categorization from the taxonomy in which you are interested, and click Edit.
3. Expand the Show me how this resource would be categorized by the automated system panel.

To allow the automated system to categorize a resource that is currently manually categorized

1. View the categorization for the resource and locate any row that contains a category from the taxonomy you want to revert to the automated system.
   
   -OR-
   
   Edit a manually categorized resource, and expand the Show me how this resource would be categorized by the automated system panel.
2. Click Revert to Automated.
3. In the confirmation dialog box, click Use automated categorization for this taxonomy.
   This removes all manual categorizations for this taxonomy, and replaces them with those applied by the automated system, if any.