Auto Categorization

                 

 
Special Edition Using Microsoft SharePoint Portal Server
By Robert Ferguson

Table of Contents
Chapter 19.  Managing Indexing


SharePoint Portal Server provides the ability to auto categorize content. To do so, it needs a small training sample to characterize the categories. If auto categorization is enabled, these characteristics will be matched against index updates. Similar documents will than be placed in the same category.

The training will be done using all documents that are currently categorized within the workspace. With 100 characteristic documents, you typically will get good results. The length and the variety of documents clearly have an impact, so make sure that the training set spans the whole spectrum of content and that the documents contain at least two pages of text. Working with auto categorization, you have the option to apply these categories on external documents, on documents stored within the SharePoint Portal Server workspace, or both. To enable auto categorization and to run the training, do the following:

  1. Log in as Workspace Coordinator.

  2. Open the Management Web Folder of your workspace.

  3. Select the Categories folder.

  4. Right-click the Categories folder and select Properties.

  5. Select the Category Assistant tab.

  6. Click Train Now.

  7. If you have already run a training session earlier, you will be asked if the existing automatically assigned categories should be revised. Re-categorization is fairly resource intensive .

  8. Select Enable Category Assistant.

  9. Make your choice which documents are to be auto categorized.

  10. Set the precision.

  11. Click OK.

If you have decided to auto categorize external content, then the appropriate categories will be applied to all index updates. You cannot exclude particular content sources or override the automatically assigned category. If you find that an external document does not match the automatically assigned category, it can only be assigned to another category (or no category at all) through the following procedure:

  1. Place a Web Link to that document into the SharePoint Portal Server workspace.

  2. Categorize that Web Link.

NOTE

In subsequent auto categorization training, this Web Link will be another training document. SharePoint Portal Server will learn from its previous mistake. If you select re-categorization, incorrectly categorized documents that are similar to the training document will get the new categories assigned.


For documents within the SharePoint Portal Server workspace, the categories will be suggested, and unless you tick off the Display document in suggested categories check box, the user will see the document in the suggested categories. You can, however, override the suggested categories. Explicitly selecting the same categories as suggested (see Figure 19.8) will ensure that the training document's characteristics will be included for auto categorization.

Figure 19.8. The properties dialog shows suggested categories.

graphics/19fig08.jpg


                 
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Special Edition Using Microsoft SharePoint Portal Server
Special Edition Using Microsoft SharePoint Portal Server
ISBN: 0789725703
EAN: 2147483647
Year: 2002
Pages: 286

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