Taxonomy Settings Levels

Review the following for additional information:

• Taxonomy/TermSet Level
• Class / Term Level

Taxonomy/TermSet Level

When the root node is selected in the tree-view (the termset) the Settings tab will display top level taxonomy settings as well as global settings applicable to the Taxonomies area.

Option	Description
Content Filters	This field allows the taxonomy to be restricted based on a booleanfilter (e.g. using the “CSE-FOLDERS” field) or any of the 8 document id filters. See the associated design guide for more information about the ContentFilter field in the Taxonomies table. Valid entries include: - cse-folders= http://www.bbc.co.uk/sport/(only process documents from this path) - NOT cse-folders=http://www.bbc.co.uk/sport/ (exclude documents from this path) - Author=Truman Capote (only process documents by this author) - 2 (only process documents with this DocumentID value) - 3,77,890 (only process documents with one of these DocumentID4 values) Note that any number of entries can be combined by concatenation into a single string. Multiple restrictions of the same type are ORed together, so if multiple “cse-folders” entries exist then the document will pass if it matches any one of them. Multiple restrictions of different types are ANDed together, so if multiple types exist then the document must pass all of them in order to get classified.
Max Categories	Sets the maximum number of classes from this taxonomy that will be allocated to each document. To set the Max Categories value across all taxonomies use the Settings tab in Index Manager.
Default Threshold	Sets the default threshold for newly created terms within the selected taxonomy (does not affect existing terms).
Create Default Clues	This setting controls the creation of default clues when. If enabled then a default clue is added to all Classes based on the title of the class – or, optionally based on the default metadata clue format.
Default Clue Score	Sets the default score value for new clues.
Default Metadata Clue	Specifies the format of a default metadata clue. This can be used to create automatic “self-referential” clues, as well as static assignments based on the term name in the document metadata. “[TermName]” can be utilised for a dynamic lookup of the classes name.
Count Mode	Sets the display mode for counts in the treeview.
Show Empty Nodes	Sets the display mode for empty nodes in the treeview.
Synchronise Termset	Enables/Disables automatic synchronisation through the TermStoreManager tool for the whole Term Set.

Class / Term Level

When a child node is selected in the tree-view the “Settings” tab will display settings for the selected term:

Option	Description
Available for Tagging	Use to prevent any documents getting classified against a class. This would normally only be set to “No” when a class is being used to boost another class – see Term Boost Clues for information on terms that use the “Term Boost” type clues.
Synchronise Term	Enables / Disables automatic synchronisation through the TermStoreManager tool for the term and its children.
Relevance Threshold	The threshold for each Class defaults to 50 – but can be raised (to reduce the number of documents that get classified) or lowered (to increase the number of documents that get classified).
Boosts	The Weighting Boosts can also be adjusted for each Class. Based on the values above you would expect a 10% score boost if one of its child terms was classified. It is possible to set the “Child” boost to 100%, doing so will in effect enable the parent to always be tagged if the child is tagged. An example for this would be a taxonomy containing regions, if a document was tagged as “England” it should also be tagged as “Europe”.