Reviewing documents

You can verify that the correct knowledge base categories and decision plan actions were applied when the documents were classified by reviewing documents in the Classification Center.

Before you begin

Review the following checklist before you start reviewing documents:

About this task

When you run classification, classification actions are automatically applied to your documents as specified in the decision plan. When you review documents in the Classification Center, you can confirm these actions or submit the document to IBM Content Classification for reclassification. By reviewing documents, you can ensure that the correct decision plan actions are applied during classification. In addition, you can improve the classification of documents in the future because the system learns from your actions.

Start of change By default, the Classification Center displays 10 documents per page when you review documents. To change the number of documents that are displayed per page, configure the pageSize property in the classificationCenter.properties file and then restart the Classification Center server. By default, the classificationCenter.properties file is in the Classification_Home/ECMTools/conf/repository_type directory. Before you change the value of the pageSize property, take into account that Classification Center locks all documents on the currently displayed page. End of change

Start of change By default, multiple users can review documents in Classification Center. Each user can specify a different set of criteria for the content to review, or the users can review the same set of documents. However, each document can be reviewed by only one user at a time. When multiple users review the same set of documents, the Classification Center locks any documents that are currently in review by another user. Locked documents can be viewed by other users, but the documents cannot be confirmed or reclassified. End of change

Start of change By default, up to four users can review the same set of documents. If the number of reviewers is greater than four, decrease the value of the documentsCollectionBufferSize property in the classificationCenter.properties file to decrease the maximum number of documents that can be retrieved for review at one time. For example, try decreasing the value to 5000. Ensure that you restart the Classification Center server after you modify this value. End of change

Tip: If you classify content in a file system and want to enable multiple users to review the content, you must specify which computers can access the Classification Center web application by editing the allowIP property in the classificationCenter.properties file. By default, access is restricted to the computer on which the Classification Center server runs.

Procedure

To review documents:

  1. In the Classification Center, click the Review tab.
  2. On the Review Documents page, click Content to Review to specify which documents you want to review. For example, you can review only documents that match a certain date range. After you specify the content to review, the Classification Center retrieves the documents that meet the specified criteria.
  3. Start of change In the document list, review the classification actions that were applied for each document. If you want to see additional classification information about a document, select the document to view its information in the Document Details pane. For example, you can view the classification details, which provide a summary of the classification decisions for this document. You can also see the original document by clicking View full document. For example, you might want to look at the source document if the preview text and details about the document do not provide enough information for you to evaluate the accuracy of the classification actions.
    Tip: Start of change For email documents that are stored in IBM Content Manager or IBM FileNet Content Manager, the email content cannot be displayed when you click View full document if Classification Center does not recognize the MIME type of the email. Instead, the browser opens a window that prompts you to save or open the file. To configure IBM Content Classification to recognize the MIME type, see Configuring IBM Content Classification to support unknown MIME types. End of change
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  4. Select an appropriate action. Start of change
    Option Action
    Confirm documents Perform one of the following actions:
    • In the document list, select the check box next to one or more documents and click Confirm documents if you agree with the classification actions that were applied to the selected documents.
    • In the Document Details pane, click Confirm if you agree with the classification actions that were applied to the document.
    Reclassify documents
    • In the Document Details pane, click Reclassify to submit the document to be reclassified.
    Review other documents Start of change
    • In the document list, click Next page or Previous page to move to other pages of documents.
    • In the document list, click Next available page or Previous available page to move to the next or previous page that contains documents that are available for review. Use this option to skip any pages that contain only documents that are locked or were already confirmed.
    • In the Document Details pane, click Next or Previous to move to other documents on the page without changing the status of the current document.
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    By default, the server returns a maximum of 10,000 documents at one time. If the number of documents that meet the specified criteria exceed this limit, you can reapply the filter after you complete your review of the initial set of 10,000 documents. Classification Center then retrieves the next set of documents that meet the criteria. To reapply the review filter:
    1. Click Content to Review.
    2. For the Classification status option, select Include only documents that were not reviewed after the last classification.
    3. Click Save.
    Tip: To change the maximum number of documents that can be retrieved for review at one time, configure the documentsCollectionBufferSize property in the classificationCenter.properties file and then restart the Classification Center server. By default, the classificationCenter.properties file is in the Classification_Home/ECMTools/conf/repository_type directory.
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