2023.1:Classify (Activity)

Classify is an Activity that classifies documents in a Batch according to a Content Model.

All the logic and setup to take an unorganized document set and categorize documents within them as Document Types is created in the Content Model. The Classify activity uses that information to automatically classify documents in a Batch as Document Types in the model.

You may download the ZIP(s) below and upload it into your own Grooper environment (version 2023.1). The first contains one or more Batches of sample documents. The second contains one or more Projects with resources used in examples throughout this article. Media:2023.1_Wiki_Classify-(Activity)_Batch.zip Media:2023.1_Wiki_Classify-(Activity)_Project.zip

How To

Classification can be performed on a document in two different ways:

1. Through the Classify step on an automated Batch Process.
2. Manually, by right-clicking the document and using the "Apply Document Type" command.

You can also classify documents through ESP Auto Separation, but that is more of a seperation method performing both separation and classification upon the separation step.

Let's go over each method:

Automated Classification

To see how classification works during the activity, let's take a look at classification on the Activity Tester. This is basically what's happening when Grooper runs classification during the Batch Process.

1. Naturally, you will need to have a Content Model with the appropriate Document Type created.
2. Once that's been done, create a Batch Process and set up the Classify step.

FYI

Pay attention to the Folder Level on which classification is taking place. Grooper will default classification to Folder Level 1, which is the document level, just beneath the Batch itself (the Batch being Level 0). Since we want to classify the folders as Document Types, we running classification at Level 2.

1. Once the classification step has been properly configured, switch over to the Activity Tester tab.
2. Press the Play button.

This is the function that Grooper will perform automatically when the Batch Process is run. It is important to test your Classify step first to make sure nothing goes awry during actual classification.

Manual Classification

• Select the desired Batch.
• Go to the Viewer tab.
  • You should already have your documents separated into individual folders at this point. If not, you will need to do so before classifying.
• Right-click the Document Folder.
• Select the "Assign Document Type" command.
• Select a Document Type from the drop-down menu in the Assign Document Type window that populates.
  • You will need to have a Document Type created before you attempt classification, be it manual or automatic through a Batch Process.

For More Information

For more information on Classification as a whole, please see the following articles:

• Classification
• Content Model
• Rules-Based (Classification Method)
• Labeling Behavior
• Lexical (Classification Method)
• Visual (Classification Method)