Taxonomy and Synonym Group Modules FAQ


This section contains the FAQ for both the taxonomy and synonym group modules.

How do I view only staging documents or documents that are manually assigned?

 

To view specific sets of documents, see Changing the Documents Shown.

How do I view documents that have been manually removed?

 

Manually removed documents can be viewed in the list of Excluded Documents. See Viewing Documents in Different Views to view this list.

How do I add new documents to a taxonomy?

 

To manually add documents to a category in a taxonomy, see Manually Assigning Documents.

How can I find how many documents I have at a certain score?

 

Document scores are displayed in the document list in the Score column. The Score column is displayed by default, but you can select columns to display as described in Adding or Removing Columns in the Document List. You view how many documents are at a certain score in the Document Distribution Graph on the Documents tab as described in Using the Document Distribution Graph.

How do I work with different collections without creating a parametric index?

 

You can use different collections by creating taxonomies without selecting to automatically update a parametric index on category publish. For information about the benefits of manually updating, see Understanding Parametric Index Associations.

How do I ensure a document always shows up in a category?

 

To ensure that a document is in a category, you have to manually assign it to that category. See Moving Documents to Staging for the procedure to move the document into the category.

How do I permanently remove a document from a category?

 

To remove a document so that it does not appear in a category, see Removing Documents from a Category.

How do I ensure that a document never appears in this category?

 

To ensure that a document never appears in a category, you have to manually remove it from the category. See Removing Documents from a Category to remove a document.

How do I move my custom taxonomy to a different host?

 

For information about deploying a production server, see the Verity Business Console Application Deployment Technical Note.

How do I create a library of rules for reuse?

 

To share rules between categories, see Sharing Topic Rules. For conceptual information about sharing rules, see Shared Topic Rules.

How do I copy categories and rules from other taxonomies?

 

To copy categories from other taxonomies, open the taxonomy you want to copy from as a resource taxonomy. After the taxonomy is displayed in the resource pane, you can use the right-click menu to copy the categories from that taxonomy and paste them into the main taxonomy. See Copying a Resource Category for more information.

How do I create jump links to other parts of a taxonomy?

 

You can create links between categories to share topic rules. See Sharing Topic Rules to create a link.

How do I create a category with documents similar to four other documents?

 

To create a category that consists of documents similar to specific documents, you need to train your category using the selected documents. To select the documents to use for training, see Marking Documents for Training. After selecting and marking the documents to use, train the category using the procedure in Training the Category.

How do I train a category?

 

To train a category, you need to select a training method. See Selecting a Training Method to view the types of training available on the Training tab. If you are training the category using documents, see Training the Category.

What is the difference between Save Changes and Publish?

 

Saving changes saves your draft changes, but does not make those changes available on the published view for your end users. Publishing saves your draft changes and makes those change available for your end users.

How do I import XML taxonomies?

 

To import an existing XML taxonomy, use the Taxonomy wizard to create a new taxonomy using the XML file. See Importing an Existing Taxonomy for the steps to follow in the wizard.

How do I convert external taxonomies into Verity taxonomy formats?

 

Convert your existing taxonomy into an XML format. Use the taxonomy.dtd to define the XML format. The taxonomy.dtd file is located in the <installDir>/k2/common directory.

How does the name of my category affect the documents in that category?

 

The name of your category does not affect the category documents.

How do I automatically create a taxonomy?

 

To automatically create a taxonomy, use the Taxonomy wizard and select Automatically create a Taxonomy from a collection. See Creating a Taxonomy Automatically from a Collection for the steps to follow in the wizard.

How do I revert to a previous taxonomy revision?

 

If you have been working in your draft taxonomy and have not saved changes, you can click Refresh to remove any changes you have made. If you have already published a taxonomy and want to return to an earlier version, you must be an administrator and have a system to archive your previous versions. Having an archive of past versions of your taxonomy means you can restore a snapshot. See Incorporating a Taxonomy Snapshot for details about restoring a previous version of your taxonomy.

How do I create a simple synonym ring?

 

You can define your keywords by creating a synonym ring. See Defining Keywords Using a Synonym Ring to create and manage your keywords using a synonym ring.

How do I create a simple synonym query?

 

To create a simple synonym query, see Defining Keywords Using a Query.

How can I use the full power of VQL while creating synonym rings?

 

You can use the topic editor to access the VQL functionality. To use VQL to create your synonym ring, see Defining Keywords Using a Query Tree.

How do I expand or restrict my query?

 

To refine or expand your query, you can edit your synonym set to add or remove keywords. See Editing a Synonym Set for different methods of editing a synonym set.

How do I redirect my queries?

 

Use the query method to train your synonym set. See Defining Keywords Using a Query for information about this method.

How do I test if my synonyms have taken effect?

 

Type each of your keywords into the Research text box and click Search. Each individual keyword should produce the same results if your synonyms have taken effect.

How do I test my synonym before publishing?

 

You can test your synonyms against the documents in your collection in the query or query tree modes. Click Test Query/Topic to see the document results.

How do I organize my synonyms?

 

Synonyms (or keywords) are contained in synonym sets, which are contained in a synonym group.

What's the difference between a folder and a synonym set?

 

A folder is a container for synonym sets. You cannot train documents in a folder. Folders can be used to add hierarchy to your synonym sets.