How to Test and Edit Taxonomy Rules

About

When you test your rule(s), scoring shows you the ranked order of the matched documents based on the rule term matches that AutoClassifier locates in each document. Documents are only added after the first crawl or after some Rules testing is performed. Both of the following components must be correctly configured before the Test rule button appears under the Term Rule field:

• Lucene Index: Configured here
• Term Scoring Rules:Set under the TERM SCORING RULE tab. See here.

Procedure:

To test a rule and see the scoring results, follow these steps:

1. Go to the Manage Taxonomies page and select a taxonomy. The Taxonomy Editor, or Test Bench, interface is displayed.
   
2. In the middle panel, click Select columns and the Select Columns pane appears.
   
3. Options such as title and url: Select one or more of these columns.
   
4. Click Done.
   
5. Click on a rule/taxonomy node.
   
6. OIn the middle panel, click Test rule.
7. In the Test rule results pane, scroll through the document list and click on a document.
   
8. In the right panel, click the TEXT VIEW tab to see the matched terms:
   • Original Score:
   • Final Score:
   • Click the Properties to see the metadata for the tested document:
     
     
     
9. Edit your rules as required and retest your documents.
   1. This step is optional.
      
   2. Notes: Enter a statement to record testing observations or rule changes. This step is optional.