This window is used to customize the way online learning is deployed.

General Settings

This group has the following options:

Group by field

Select from the list the field value you want to use to tag the group to facilitate sorts and filtering. For example, you may use the name of a supplier as the group value. The value of this field is saved in an additional data field. The value for this option is set to <Classification Result> by default.

Use Classification Online Learning

Select this option if you want to use online learning to improve your classification results over time. This is a project-wide setting that affects all classes in your project. This option is selected by default.

Use Extraction Online Learning

Select this option if you want to use this type of online learning. This is a project-wide setting that affects any class with one or more trainable locator. This option is selected by default.

Important If this option is selected, the Use for Extraction Online Learning button is displayed in the Validation toolbar.

Allow Problem Reporting

Select this option if you want to allow documents to be marked as a problem during production. This is a project-wide setting that affects any class with one or more trainable locator, and requires an administrator to periodically retrain the project. This option is selected by default.

Important If this option is selected, the Report a Problem button is displayed in the Validation toolbar.

Classification Online Learning Settings

This group has the following options:

Maximum documents stored for import

This option is used to determine the maximum number of documents that are stored for the Classification subset of the New Samples document set by the Knowledge Base Learning Server.

Enter a number between 100 and 20,000 to limit the number of documents to store for import. The value for this option is set to 2000 by default.

Use dynamic classifiers during classification

This option is used to create dynamic classifiers for your project. This option is selected by default.

If selected, all of the documents marked for Classification Online Learning are used by the dynamic classifiers when a document is classified. This means that any documents collected since the last time you trained your project do not have to wait until you train again to be useful.

Number of documents required to repeat the training of the content classifiers

Enter a value between 1 and 10,000 to specify how many new documents must be collected before another iteration of training is performed and the content classifiers are updated. The value for this option is set to 1 by default.

Extraction Online Learning Settings

This group has the following options:

Maximum documents stored for import

Enter a number between 100 and 20,000 to limit the number of documents to store for import. The value for this option is set to 2000 by default.

Note If the Use dynamic knowledge base during extraction option is selected the configured number also restricts the number of documents that are added to the specific dynamic knowledge base.

A large number of documents may cause a slow extraction rate so the project administrator needs to review the quantity at regular intervals.

Use dynamic knowledge base during extraction

If this option is enabled, a specific dynamic knowledge base is created by the Knowledge Base Learning Server for the documents marked for Extraction Online Learning in Validation, and this dynamic knowledge base is used next time extraction is performed.

This option is selected by default.

When disabled, the project administration has to import and review the documents returned from online learning by Validation and update the project before any improvements are made.

Automatic training after Validation

Select to automatically flag a document for Extraction Online Learning. When the document is flagged it can be imported to improve the project. If the Use dynamic knowledge base during extraction option is selected a flagged document is added to the dynamic specific knowledge base and can be used during extraction in server processing. This option is cleared by default.

However, you have to define fields in the Field details window that are monitored for flagging by selecting the Monitor for automatic learning option. You can only monitor fields that are assigned to a trainable locator field. A document is used for Extraction Online Learning when the confidence of an extracted field is below a certain confidence level or field coordinates were changed during Validation or Thin Client Validation.

Problem Reporting Settings

This group has the following options:

Standard Comments For Problem Reporting

This table contains a list of preconfigured comments available to users when they report a problem with a document in Validation.You can manage your comments by using the following buttons:

New

Add a new comment to the list.

Edit

Modify the selected comment.

Delete

Remove the selected comment

Up

Move the selected comment up one position in the list.

Down

Move the selected comment one position down in the list.

Allow Validation users to type custom reasons

Select this option if you want to allow Validation users to type in their own custom reason rather than use one of the predefined reasons configured in the Standard Comments For Problem Reporting table. This option is cleared by default.

Definitions for the buttons at the bottom of this window can be found in Common Project Builder Buttons.