You set up categories by defining an initial query and a relevance threshold. You can also include metadata filtering. A category must have at least one search term or at least one metadata expression.
Using the initial query and the given threshold of the document’s relevance percent, Sybase Search assigns a document to the category if its relevance percent is equal to or greater than the threshold.
For example, a query that consists of search terms and a minimum document relevance creates a category of documents that are grouped by their relevance to search terms defined in the given query. The use of the document relevance helps ensure that the documents in the category are valid matches. Another example is a category query that consists of only metadata, such as “fileType = PDF”. This creates a category that only contains PDF documents.Users can search within a category about a certain subject, such as “England World Cup football.” Or, the user might simply use a category to filter search results, such as searching within a category of PDF documents.By categorizing documents, you can create groups of documents on behalf of your users. Instead of searching for documents, a user could be presented with a pre-defined set of categories. The user can then browse the documents in each category.
To create a category
From the Document Management page, select Categories. The Categories page appears.
Click Create. The Create Category page appears.
In the Name field, enter a text used to distinguish the category from others.
In the Description field, enter text to further describe the category.
Select the Query tab.
In the Search Terms field, enter a natural-language query. The more information you provide, the more accurate your results are. See “Searching across documents” for more information.
In the Not Terms field, enter terms to indicate concepts dissimilar to those for which you are searching. See “Searching across documents” for more information.
Click Document Groups.
From the group list, select one or more document groups to restrict your search.
Click Metadata. To include metadata in the category:
Select a metadata parameter from the metadata list. You can add as many as five metadata parameters to the category. Click Add to add more metadata parameters.
Select an operator. All metadata types support the equal to (=) operator. The integer and date types also support greater than or equal to(>=) and the less than or equal to (<=) operators.
Enter a value for the metadata parameter. Table 3-1 lists the predefined metadata parameters and types.
If the metadata parameter contains a value that consists of more than one term, select the Within Expression operator when the metadata parameter contains a value that consists of more than one term.
When you set the operator to AND, every term must be present in the document metadata for the match to succeed. When you set the operator to OR, only one of the terms must be present in the document metadata for the match to succeed.
If you have defined at least two metadata parameters, select the Across Expressions operator. When you set the operator to AND, both metadata parameters must succeed for the match to succeed. When you set the operator to OR, only one of the metadata parameters must succeed.
See “Searching across documents” for more information.
Click Result Options. To set up result options:
From the Minimum Document Relevance list, select a percentage. The percentage you select defines the minimum relevance ranking that a document must score for it to be included within the search results. Documents with scores lower than the percentage that you enter are not returned.
Select the Score Unknown Terms check box to specify that terms unknown to the system – and, therefore, do not exist in any indexed document – are considered by the scoring algorithm.
Click Create. Sybase Search creates the category, assigns a unique system-generated numeric ID to it, and automatically adds documents that match the category criteria. Sybase Search displays the new category and list of relevant documents on the View Category page.
To edit a category
From the Categories page, determine the category that you want to edit.
Click Edit. The Edit Category page appears.
Make the desired changes. See “To create a category” for more information about each category property.
Click Update. Sybase Search updates the category properties and returns you to the Categories page.
To remove a category
From the Categories page, determine the category that you want to remove.
Click View. The View Category page appears.
Click Remove. A message asking you to verify whether to remove the category appears.
Click OK. Sybase Search removes the category and returns you to the Categories page.
