Add a classification instruction

Instructions are rules that the Instruction Classifier uses to analyze content to determine how to classify a document. If the document content contains phrases provided in a classification instruction, the confidence level of the classification is higher than if no phrases are found.

The first time an instruction is added to a class in your project, a message asking if you want to add instruction support to your project is displayed. Clicking "Yes" adds the Instruction Classifier to your project.

Important The selected Classification behavior option in the Content Classification group on the Project Settings - Classification tab directly effects how instructions are processed for your project. If you select the default Classify only first page value, your configured instructions look on the first page only. Similarly, if you select the Do not use content classification value, your instructions are not processed at all.

You can an instruction by following these steps:

  1. In the main Project Builder window, hide or close any windows that block the Ribbon.
  2. Open the Project Tree window if it is not already open.
  3. Expand the Project Tree and select the class.
  4. Optionally, view the class contents if they are not already displayed.

    The hidden class contents are displayed.

  5. Open the Documents window if it is not already open.
  6. On the Design tab, in the Create group, click Add Instruction Add Instruction icon.

    If prompted to add instruction support to your project, click Yes.

    The Instruction Properties window is displayed.

  7. To specify that the Instruction Classifier should only fine exact matches of a phrase, select Search exact. The classifier ignores partial words and phrases.
    Important Even when you select this option, the search is not case sensitive.
  8. Adjust the relevance of the instruction to the desired value. A higher value places a greater importance on the phrase.
  9. In the Phrases group, click Adds a new phrase to the instruction Add icon.
  10. Type a phrase in the text box and press Enter.

    The phrase is added to the list of phrases.

  11. Optionally, add more phrases by clicking Adds a new phrase to the instruction Add icon.
  12. Click OK to save your instruction.

    The Instruction Properties window is closed and the newly added instruction is displayed in the Details window.