<\/a>Overview of Multidimensional Classification<\/h2>\nEffective with Ephesoft Transact Version 4.1.1.0, and continuing with later releases, Multidimensional Classification is available as a plugin mechanism within the Page Process module. This patented mechanism classifies documents across various dimensions, then combines the score of each dimension, resulting in better accuracy and confidence in document learning.<\/p>\n
<\/a>Comparing Multidimensional and Search Classification<\/h2>\nMultidimensional Classification is a better approach to classifying documents, when compared to the older Search Classification, for the following reasons:<\/p>\n
\n- Search Classification<\/strong> was the original method of page classification with Ephesoft Transact. This older method continues to work well, but it is a less accurate approach. The classification accuracy is comparatively lower, when compared to the newer Multidimensional Classification.<\/li>\n
- Multidimensional Classification<\/strong> (this feature) contains newer algorithms that perform classification more accurately. This feature also improves document assembly.<\/li>\n<\/ul>\n
Note: <\/strong>Transact 4.5.0.0, released in March 2018, further enhanced this feature by improving the proprietary classification algorithms and improving the user interface in the Page Process module. Additional information about these enhancements is available in the topic Enhancements in Ephesoft Transact Release 4.5<\/a>.<\/p>\n<\/a><\/a><\/a>Configuring Multidimensional Classification<\/h1>\nThis section describes how to configure, enable or disable Multidimensional Classification<\/strong> within a batch class.<\/p>\nConfiguring Multidimensional Classification entails the following specific tasks:<\/p>\n
\n- Adding and enabling the MULTIDIMENSIONAL_CLASSIFICATION plugin in the Page Process module\n
\n- This plugin is included by default in the BC1 batch class.<\/li>\n
- This plugin must be added manually to a batch class that is not based on the BC1 template batch class.<\/li>\n
- The default mode of this plugin is OFF<\/strong>.<\/li>\n<\/ul>\n<\/li>\n
- Disabling the SEARCH_CLASSIFICATION plugin in the Page Process module, as needed<\/li>\n
- Configuring the DOCUMENT_ASSEMBLER plugin in the Document Assembly module to work with multidimensional classification<\/li>\n<\/ul>\n
The following snapshot illustrates the plugin configurations for Multidimensional Classification. The administrator makes these configurations from the Batch Class Management <\/strong>screen.<\/p>\n![\"\"](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/10\/word-image-16.png\")
Plugin requirements for Multidimensional Classification, Ephesoft Transact Release 4.5<\/em><\/span><\/figcaption><\/figure>\n <\/p>\n
Using Multidimensional Classification<\/strong> \u2014 Once configured, the Transact administrator trains at least one document for each document type with Multidimensional Classification, using the Learn<\/strong> button of the Document Types<\/strong> screen.<\/p>\n<\/a><\/a><\/a><\/a>Configuring the Multidimensional Classification Plugin in the Page Process Module<\/h2>\nPurpose<\/strong> \u2014 This topic describes how to add and enable the MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN in the Page Process workflow module. This procedure also disables or removes the SEARCH_CLASSIFICATION feature.<\/p>\nNote<\/strong>: If you plan to use Multidimensional Classification to create classification results from document learning, and to perform document assembly, Ephesoft recommends disabling or removing the older Search Classification plugin.<\/p>\nPrerequisites<\/strong> \u2014 Ephesoft Transact must be operationally deployed and the user must have Administrator rights.<\/p>\nProcedure<\/strong> \u2014 Perform these steps to add, enable, disable or remove the MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN within the Page Process <\/strong>module. This procedure also removes or disables the SEARCH_CLASSIFICATION plugin.<\/p>\n1. Launch Ephesoft Transact and navigate to Administrator > Batch Class Management<\/strong>. Provide login parameters as prompted.<\/p>\n2. Either select an existing batch class and click Open<\/strong>, or create a new batch class.
\nTo create a batch class:<\/p>\n\n- You can create a new batch class from scratch.<\/li>\n
- You can copy or import an existing batch class, then modify it.<\/li>\n<\/ul>\n
Refer to one or more of the following articles for additional information about batch class creation, setup and configuration:<\/p>\n
\n- How to Create\/Copy a New Batch Class<\/li>\n<\/ul>\n
https:\/\/ephesoft.com\/docs\/how-to-createcopy-a-new-batch-class-2<\/a><\/p>\n\n- Batch Class Import\/Export<\/li>\n<\/ul>\n
https:\/\/ephesoft.com\/docs\/batch-class-importexport<\/a><\/p>\n\n- Productivity | Global Batch Class Management<\/li>\n<\/ul>\n
https:\/\/ephesoft.com\/docs\/home\/documentation\/global-batch-class-management<\/a><\/p>\n3. To add the MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN to the batch class, perform these steps:<\/p>\n
a. Within the batch class, navigate to Modules > Page Process<\/strong>. The Plugin Configuration screen for this module displays Associated Plugins<\/strong> and Selected Plugins<\/strong>.<\/p>\nb. Determine whether this plugin has been added to the module. The following snapshot illustrates this module without the plugin configured.<\/p>\n![\"\"](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/10\/word-image-17.png\")
Sample Page Process Module without Multidimensional Classification Plugin<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
i. To add the plugin to the Page Process module, in the Plugin Configuration<\/strong> screen, select (highlight) the MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN, and click the right-pointing arrow. This moves the plugin to the Selected Plugins<\/strong> field.<\/p>\n![\"\"](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/10\/word-image-18.png\")
Associated Plugins for the Page Process Module, Release 4.5<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
ii. Adjust the position of this plugin in relation to the other plugins of this module. The following snapshot illustrates plugins that are common to the Page Process module.<\/p>\n![\"\"](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/10\/word-image-19.png\")
Selected Plugins \u2014 Adjust the MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN position as needful One typical sequence is shown abov<\/span>e<\/em><\/figcaption><\/figure>\n <\/p>\n
iii. Click Apply<\/strong> to save the change, click Deploy<\/strong> to activate the change, and click Close<\/strong> to complete the configuration and exit the screen.\u00a0The following message appears notifying that the plugin has been added to the batch class.<\/p>\n![\"\"](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/10\/word-image-20.png\")
Confirmation Prompt<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
This plugin now appears within the Page Process module and is ready to be activated.<\/p>\n![\"\"](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/10\/word-image-21.png\")
Page Process Module with MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
4. To enable the MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN for the batch class, select (highlight) this plugin within the Page Process module. The Plugin Configuration<\/strong> screen appears on the right.<\/p>\n![\"\"](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/10\/word-image-22.png\")
Dropdown Switch for Multidimensional Classification<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
a. On the right side of the screen, perform the following tasks:<\/p>\n
\u2014 Select ON<\/strong> to enable this plugin. When this plugin is enabled, Transact will use this plugin to classify documents.<\/p>\n\u2014 Select OFF<\/strong> to disable this plugin. When this plugin is disabled, Transact will not use this plugin to classify documents.<\/p>\nb. Click Apply<\/strong> to save the changes. Click Deploy<\/strong> to enable the changes.<\/p>\nc. Click Close<\/strong> to exit the Plugin Configuration<\/strong> screen.<\/p>\n<\/a><\/a>\u00a05. Remove or disable the SEARCH_CLASSIFICATION plugin in the Page Process module, for the batch class that uses MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN.<\/p>\na. Navigate to the Page Process module. The Associated Plugins<\/strong> and Selected Plugins<\/strong> for the Page Process module appear on the right. This plugin will appear in the Page Process module, as illustrated with the following snapshot:<\/p>\n![\"\"](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/10\/word-image-23.png\")
SEARCH_CLASSIFICATION Plugin in the Page Process Module<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
b. To disable the SEARCH_CLASSIFICATION plugin, select (highlight) this plugin. The Plugin Configuration<\/strong> screen appears. Select OFF from the dropdown menu.<\/p>\n![\"\"](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/10\/word-image-24.png\")
Search Classification Switch<\/em><\/span><\/figcaption><\/figure>\n <\/p>\n
c. To remove the SEARCH_CLASSIFICATION plugin, select this plugin from the Selected Plugins<\/strong> field on the right. Use the left-facing arrow button to move this plugin to the Associated Plugins<\/strong> field on the left.<\/p>\nd. Click Apply<\/strong> to save this change. Click Deploy<\/strong> to activate this change.<\/p>\n6. Retrain Ephesoft Transact with Learn Files<\/strong> for the document type.<\/p>\nWhen you disable the Search Classification plugin, you must retrain the batch class with one or more documents using Multidimensional Classification. This is required because Multidimensional Classification generates its own model for classifying the data.<\/p>\n
\u2014 Use the Learn Files<\/strong> button in the Batch Class Management <\/strong>screen.<\/p>\n\u2014 Refer to the separate topic, Document Learning with Multidimensional Classification<\/a>.<\/p>\n<\/a>Setting the Classification Type for the DOCUMENT_ASSEMBLER Plugin<\/h2>\nPurpose<\/strong> \u2014 This topic describes how to select Multidimensional Classification as the classification type. Make this configuration in the DOCUMENT_ASSEMBLER plugin, which is located in Document Assembly module.<\/p>\nPrerequisites<\/strong> \u2014 Ephesoft Transact must be operationally deployed and the user must have Administrator rights. Also, the MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN must be configured and enabled.<\/p>\n\n- If necessary, first complete the steps in the topic Configuring the Multidimensional Classification Plugin in the Page Process Module<\/a>.<\/li>\n<\/ul>\n
Procedure<\/strong> \u2014 Perform the following steps to configure the DOCUMENT_ASSEMBLER plug for use with the Multidimensional Classification plugin:<\/p>\n\n- Launch Ephesoft Transact and navigate to Administrator > Batch Class Management<\/strong>. Provide login parameters as prompted.<\/li>\n
- Open the batch class in which the Multidimensional Classification plugin is enabled. Select the batch class, then click Open<\/strong>.<\/li>\n
- Navigate to the Document Assembly module and select the DOCUMENT_ASSEMBLER plugin.<\/li>\n<\/ol>\n
![\"\"](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/10\/word-image-25.png\")
Document Assembly Module<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
The Plugin Configuration <\/strong>screen for DOCUMENT_ASSEMBLER plugin appears.<\/p>\n![\"\"](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/10\/word-image-26.png\")
DOCUMENT_ASSEMBLER Plugin Configuration, Release 4.5<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
4. Select MultidimensionalClassification<\/strong> from the DA Classification Type<\/strong> dropdown list.<\/p>\n5. Click Apply <\/strong>and Deploy <\/strong>from the toolbar on top of the screen. The system provides confirmation windows for both Apply<\/strong> and Deploy<\/strong>.<\/p>\n6. Click Close<\/strong> to return to the Batch Class Management<\/strong> screen.<\/p>\n<\/a>Removing or Disabling the Search Classification Plugin<\/h2>\nPurpose<\/strong> \u2014 This topic describes how to disable or remove the SEARCH_CLASSIFICATION feature, which you should do when you enable Multidimensional Classfication.<\/p>\nNote<\/strong>: If you plan to use Multidimensional Classification to create classification results from document learning, and to perform document assembly, Ephesoft recommends disabling or removing the older Search Classification plugin.<\/p>\nPrerequisites<\/strong> \u2014 Ephesoft Transact must be operationally deployed and the user must have Administrator rights.<\/p>\nProcedure<\/strong> \u2014 Perform these steps to add, enable, disable or remove the MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN within the Page Process <\/strong>module. This procedure also removes or disables the SEARCH_CLASSIFICATION plugin.<\/p>\n1. Launch Ephesoft Transact and navigate to Administrator > Batch Class Management<\/strong>. Provide login parameters as prompted.<\/p>\n2. Either select an existing batch class, and click Open<\/strong>, or create a new batch class. To create a batch class:<\/p>\n3. Remove or disable the SEARCH_CLASSIFICATION plugin in the Page Process module, for the batch class that uses MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN.<\/p>\n
a. Navigate to the Page Process module. The Associated Plugins<\/strong> and Selected Plugins<\/strong> for the Page Process module appear on the right.\u00a0This plugin will appear in the Page Process module, as illustrated with the following snapshot:<\/p>\n![\"\"](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/10\/word-image-27.png\")
SEARCH_CLASSIFICATION Plugin in the Page Process Module<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
b. To remove the SEARCH_CLASSIFICATION plugin, select this plugin from the Selected Plugins<\/strong> field on the right. Use the left-facing arrow button to move this plugin to the Associated Plugins<\/strong> field on the left.<\/p>\nc. To disable the SEARCH_CLASSIFICATION plugin, select (highlight) this plugin. The Plugin Configuration<\/strong> screen appears. Select OFF from the dropdown menu.<\/p>\n![\"\"](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/10\/word-image-28.png\")
Search Classification Switch<\/em><\/span><\/figcaption><\/figure>\n <\/p>\n
d. Click Apply<\/strong> to save this change. Click Deploy<\/strong> to activate this change.<\/p>\n4. Retrain Ephesoft Transact with Learn Files<\/strong> for the document type, as applicable.<\/p>\nWhen you disable the Search Classification plugin, you must retrain the batch class with the documents using Multidimensional Classification. This is required because Multidimensional Classification generates its own model for classifying the data.<\/p>\n
\u2014 Use the Learn Files<\/strong> button in the Batch Class Management <\/strong>screen.<\/p>\n\u2014 Refer to the separate topic, Document Learning with Multidimensional Classification<\/a>.<\/p>\n<\/a><\/a><\/a><\/a>Document Learning with Multidimensional Classification<\/h1>\n<\/a>Training Documents with Multidimensional Classification<\/h2>\nThe standard method of training a batch class for a document type applies to both Search Classification and Multidimensional classification.<\/p>\n
The Multidimensional Classification mechanism works on supervised learning.<\/p>\n
\n- The plugin for Search Classification or Multidimensional Classification uses learning to classify the pages in the given batch. Such learning includes search classification.<\/li>\n
- The MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN takes a sample of search classification and updates it during the learning process.<\/li>\n<\/ul>\n
Within an open batch class, use the Learn File(s) <\/strong>button in the Batch Class Management <\/strong>screen. When a document type is trained with at least one file, the plugin creates a new file with the following name in the Batch Class folder:<\/p>\n\n- BC<\/strong><ID<\/em>>-dimensions <\/strong><\/li>\n<\/ul>\n
Example: BC8-dimensions<\/strong><\/p>\nIn addition, the user can click Learn File(s) <\/strong>to update the learning that occurs during classification.<\/p>\nThe following two snapshots illustrate the Learn File(s)<\/strong> button from an open batch class from the Batch Class Management <\/strong>screen.<\/p>\n![\"\"](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/10\/word-image-29.png\")
Learn Files in the Document Types screen for a sample batch class, Ephesoft Transact Release 4.1.1.0<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n![\"\"](\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/10\/word-image-30.png\")
Learn Files in the Document Types screen for a sample batch class, Ephesoft Transact Release 4.5<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
<\/a><\/a>Multidimensional Classification and Machine Learning<\/h2>\nThe MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN feature is supported by machine learning for document types. In this case, if classification is done incorrectly during the initial process job, the plugin can learn the change that is required to correct the classification, so that it performs classification correctly with ensuing batch processing jobs.<\/p>\n
<\/a>Testing Classification of a Document Type with Multidimensional Classification<\/h1>\n
Multidimensional Classification is a better approach to classifying documents, when compared to the older Search Classification, for the following reasons:<\/p>\n
- \n
- Search Classification<\/strong> was the original method of page classification with Ephesoft Transact. This older method continues to work well, but it is a less accurate approach. The classification accuracy is comparatively lower, when compared to the newer Multidimensional Classification.<\/li>\n
- Multidimensional Classification<\/strong> (this feature) contains newer algorithms that perform classification more accurately. This feature also improves document assembly.<\/li>\n<\/ul>\n
Note: <\/strong>Transact 4.5.0.0, released in March 2018, further enhanced this feature by improving the proprietary classification algorithms and improving the user interface in the Page Process module. Additional information about these enhancements is available in the topic Enhancements in Ephesoft Transact Release 4.5<\/a>.<\/p>\n
<\/a><\/a><\/a>Configuring Multidimensional Classification<\/h1>\n
This section describes how to configure, enable or disable Multidimensional Classification<\/strong> within a batch class.<\/p>\n
Configuring Multidimensional Classification entails the following specific tasks:<\/p>\n
- \n
- Adding and enabling the MULTIDIMENSIONAL_CLASSIFICATION plugin in the Page Process module\n
- \n
- This plugin is included by default in the BC1 batch class.<\/li>\n
- This plugin must be added manually to a batch class that is not based on the BC1 template batch class.<\/li>\n
- The default mode of this plugin is OFF<\/strong>.<\/li>\n<\/ul>\n<\/li>\n
- Disabling the SEARCH_CLASSIFICATION plugin in the Page Process module, as needed<\/li>\n
- Configuring the DOCUMENT_ASSEMBLER plugin in the Document Assembly module to work with multidimensional classification<\/li>\n<\/ul>\n
The following snapshot illustrates the plugin configurations for Multidimensional Classification. The administrator makes these configurations from the Batch Class Management <\/strong>screen.<\/p>\n
Plugin requirements for Multidimensional Classification, Ephesoft Transact Release 4.5<\/em><\/span><\/figcaption><\/figure>\n <\/p>\n
Using Multidimensional Classification<\/strong> \u2014 Once configured, the Transact administrator trains at least one document for each document type with Multidimensional Classification, using the Learn<\/strong> button of the Document Types<\/strong> screen.<\/p>\n
<\/a><\/a><\/a><\/a>Configuring the Multidimensional Classification Plugin in the Page Process Module<\/h2>\n
Purpose<\/strong> \u2014 This topic describes how to add and enable the MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN in the Page Process workflow module. This procedure also disables or removes the SEARCH_CLASSIFICATION feature.<\/p>\n
Note<\/strong>: If you plan to use Multidimensional Classification to create classification results from document learning, and to perform document assembly, Ephesoft recommends disabling or removing the older Search Classification plugin.<\/p>\n
Prerequisites<\/strong> \u2014 Ephesoft Transact must be operationally deployed and the user must have Administrator rights.<\/p>\n
Procedure<\/strong> \u2014 Perform these steps to add, enable, disable or remove the MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN within the Page Process <\/strong>module. This procedure also removes or disables the SEARCH_CLASSIFICATION plugin.<\/p>\n
1. Launch Ephesoft Transact and navigate to Administrator > Batch Class Management<\/strong>. Provide login parameters as prompted.<\/p>\n
2. Either select an existing batch class and click Open<\/strong>, or create a new batch class.
\nTo create a batch class:<\/p>\n- \n
- You can create a new batch class from scratch.<\/li>\n
- You can copy or import an existing batch class, then modify it.<\/li>\n<\/ul>\n
Refer to one or more of the following articles for additional information about batch class creation, setup and configuration:<\/p>\n
- \n
- How to Create\/Copy a New Batch Class<\/li>\n<\/ul>\n
https:\/\/ephesoft.com\/docs\/how-to-createcopy-a-new-batch-class-2<\/a><\/p>\n
- \n
- Batch Class Import\/Export<\/li>\n<\/ul>\n
https:\/\/ephesoft.com\/docs\/batch-class-importexport<\/a><\/p>\n
- \n
- Productivity | Global Batch Class Management<\/li>\n<\/ul>\n
https:\/\/ephesoft.com\/docs\/home\/documentation\/global-batch-class-management<\/a><\/p>\n
3. To add the MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN to the batch class, perform these steps:<\/p>\n
a. Within the batch class, navigate to Modules > Page Process<\/strong>. The Plugin Configuration screen for this module displays Associated Plugins<\/strong> and Selected Plugins<\/strong>.<\/p>\n
b. Determine whether this plugin has been added to the module. The following snapshot illustrates this module without the plugin configured.<\/p>\n
Sample Page Process Module without Multidimensional Classification Plugin<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
i. To add the plugin to the Page Process module, in the Plugin Configuration<\/strong> screen, select (highlight) the MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN, and click the right-pointing arrow. This moves the plugin to the Selected Plugins<\/strong> field.<\/p>\n
Associated Plugins for the Page Process Module, Release 4.5<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
ii. Adjust the position of this plugin in relation to the other plugins of this module. The following snapshot illustrates plugins that are common to the Page Process module.<\/p>\n
Selected Plugins \u2014 Adjust the MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN position as needful One typical sequence is shown abov<\/span>e<\/em><\/figcaption><\/figure>\n <\/p>\n
iii. Click Apply<\/strong> to save the change, click Deploy<\/strong> to activate the change, and click Close<\/strong> to complete the configuration and exit the screen.\u00a0The following message appears notifying that the plugin has been added to the batch class.<\/p>\n
Confirmation Prompt<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
This plugin now appears within the Page Process module and is ready to be activated.<\/p>\n
Page Process Module with MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
4. To enable the MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN for the batch class, select (highlight) this plugin within the Page Process module. The Plugin Configuration<\/strong> screen appears on the right.<\/p>\n
Dropdown Switch for Multidimensional Classification<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
a. On the right side of the screen, perform the following tasks:<\/p>\n
\u2014 Select ON<\/strong> to enable this plugin. When this plugin is enabled, Transact will use this plugin to classify documents.<\/p>\n
\u2014 Select OFF<\/strong> to disable this plugin. When this plugin is disabled, Transact will not use this plugin to classify documents.<\/p>\n
b. Click Apply<\/strong> to save the changes. Click Deploy<\/strong> to enable the changes.<\/p>\n
c. Click Close<\/strong> to exit the Plugin Configuration<\/strong> screen.<\/p>\n
<\/a><\/a>\u00a05. Remove or disable the SEARCH_CLASSIFICATION plugin in the Page Process module, for the batch class that uses MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN.<\/p>\n
a. Navigate to the Page Process module. The Associated Plugins<\/strong> and Selected Plugins<\/strong> for the Page Process module appear on the right. This plugin will appear in the Page Process module, as illustrated with the following snapshot:<\/p>\n
SEARCH_CLASSIFICATION Plugin in the Page Process Module<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
b. To disable the SEARCH_CLASSIFICATION plugin, select (highlight) this plugin. The Plugin Configuration<\/strong> screen appears. Select OFF from the dropdown menu.<\/p>\n
Search Classification Switch<\/em><\/span><\/figcaption><\/figure>\n <\/p>\n
c. To remove the SEARCH_CLASSIFICATION plugin, select this plugin from the Selected Plugins<\/strong> field on the right. Use the left-facing arrow button to move this plugin to the Associated Plugins<\/strong> field on the left.<\/p>\n
d. Click Apply<\/strong> to save this change. Click Deploy<\/strong> to activate this change.<\/p>\n
6. Retrain Ephesoft Transact with Learn Files<\/strong> for the document type.<\/p>\n
When you disable the Search Classification plugin, you must retrain the batch class with one or more documents using Multidimensional Classification. This is required because Multidimensional Classification generates its own model for classifying the data.<\/p>\n
\u2014 Use the Learn Files<\/strong> button in the Batch Class Management <\/strong>screen.<\/p>\n
\u2014 Refer to the separate topic, Document Learning with Multidimensional Classification<\/a>.<\/p>\n
<\/a>Setting the Classification Type for the DOCUMENT_ASSEMBLER Plugin<\/h2>\n
Purpose<\/strong> \u2014 This topic describes how to select Multidimensional Classification as the classification type. Make this configuration in the DOCUMENT_ASSEMBLER plugin, which is located in Document Assembly module.<\/p>\n
Prerequisites<\/strong> \u2014 Ephesoft Transact must be operationally deployed and the user must have Administrator rights. Also, the MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN must be configured and enabled.<\/p>\n
- \n
- If necessary, first complete the steps in the topic Configuring the Multidimensional Classification Plugin in the Page Process Module<\/a>.<\/li>\n<\/ul>\n
Procedure<\/strong> \u2014 Perform the following steps to configure the DOCUMENT_ASSEMBLER plug for use with the Multidimensional Classification plugin:<\/p>\n
- \n
- Launch Ephesoft Transact and navigate to Administrator > Batch Class Management<\/strong>. Provide login parameters as prompted.<\/li>\n
- Open the batch class in which the Multidimensional Classification plugin is enabled. Select the batch class, then click Open<\/strong>.<\/li>\n
- Navigate to the Document Assembly module and select the DOCUMENT_ASSEMBLER plugin.<\/li>\n<\/ol>\n
Document Assembly Module<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
The Plugin Configuration <\/strong>screen for DOCUMENT_ASSEMBLER plugin appears.<\/p>\n
DOCUMENT_ASSEMBLER Plugin Configuration, Release 4.5<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
4. Select MultidimensionalClassification<\/strong> from the DA Classification Type<\/strong> dropdown list.<\/p>\n
5. Click Apply <\/strong>and Deploy <\/strong>from the toolbar on top of the screen. The system provides confirmation windows for both Apply<\/strong> and Deploy<\/strong>.<\/p>\n
6. Click Close<\/strong> to return to the Batch Class Management<\/strong> screen.<\/p>\n
<\/a>Removing or Disabling the Search Classification Plugin<\/h2>\n
Purpose<\/strong> \u2014 This topic describes how to disable or remove the SEARCH_CLASSIFICATION feature, which you should do when you enable Multidimensional Classfication.<\/p>\n
Note<\/strong>: If you plan to use Multidimensional Classification to create classification results from document learning, and to perform document assembly, Ephesoft recommends disabling or removing the older Search Classification plugin.<\/p>\n
Prerequisites<\/strong> \u2014 Ephesoft Transact must be operationally deployed and the user must have Administrator rights.<\/p>\n
Procedure<\/strong> \u2014 Perform these steps to add, enable, disable or remove the MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN within the Page Process <\/strong>module. This procedure also removes or disables the SEARCH_CLASSIFICATION plugin.<\/p>\n
1. Launch Ephesoft Transact and navigate to Administrator > Batch Class Management<\/strong>. Provide login parameters as prompted.<\/p>\n
2. Either select an existing batch class, and click Open<\/strong>, or create a new batch class. To create a batch class:<\/p>\n
3. Remove or disable the SEARCH_CLASSIFICATION plugin in the Page Process module, for the batch class that uses MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN.<\/p>\n
a. Navigate to the Page Process module. The Associated Plugins<\/strong> and Selected Plugins<\/strong> for the Page Process module appear on the right.\u00a0This plugin will appear in the Page Process module, as illustrated with the following snapshot:<\/p>\n
SEARCH_CLASSIFICATION Plugin in the Page Process Module<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
b. To remove the SEARCH_CLASSIFICATION plugin, select this plugin from the Selected Plugins<\/strong> field on the right. Use the left-facing arrow button to move this plugin to the Associated Plugins<\/strong> field on the left.<\/p>\n
c. To disable the SEARCH_CLASSIFICATION plugin, select (highlight) this plugin. The Plugin Configuration<\/strong> screen appears. Select OFF from the dropdown menu.<\/p>\n
Search Classification Switch<\/em><\/span><\/figcaption><\/figure>\n <\/p>\n
d. Click Apply<\/strong> to save this change. Click Deploy<\/strong> to activate this change.<\/p>\n
4. Retrain Ephesoft Transact with Learn Files<\/strong> for the document type, as applicable.<\/p>\n
When you disable the Search Classification plugin, you must retrain the batch class with the documents using Multidimensional Classification. This is required because Multidimensional Classification generates its own model for classifying the data.<\/p>\n
\u2014 Use the Learn Files<\/strong> button in the Batch Class Management <\/strong>screen.<\/p>\n
\u2014 Refer to the separate topic, Document Learning with Multidimensional Classification<\/a>.<\/p>\n
<\/a><\/a><\/a><\/a>Document Learning with Multidimensional Classification<\/h1>\n
<\/a>Training Documents with Multidimensional Classification<\/h2>\n
The standard method of training a batch class for a document type applies to both Search Classification and Multidimensional classification.<\/p>\n
The Multidimensional Classification mechanism works on supervised learning.<\/p>\n
- \n
- The plugin for Search Classification or Multidimensional Classification uses learning to classify the pages in the given batch. Such learning includes search classification.<\/li>\n
- The MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN takes a sample of search classification and updates it during the learning process.<\/li>\n<\/ul>\n
Within an open batch class, use the Learn File(s) <\/strong>button in the Batch Class Management <\/strong>screen. When a document type is trained with at least one file, the plugin creates a new file with the following name in the Batch Class folder:<\/p>\n
- \n
- BC<\/strong><ID<\/em>>-dimensions <\/strong><\/li>\n<\/ul>\n
Example: BC8-dimensions<\/strong><\/p>\n
In addition, the user can click Learn File(s) <\/strong>to update the learning that occurs during classification.<\/p>\n
The following two snapshots illustrate the Learn File(s)<\/strong> button from an open batch class from the Batch Class Management <\/strong>screen.<\/p>\n
Learn Files in the Document Types screen for a sample batch class, Ephesoft Transact Release 4.1.1.0<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
Learn Files in the Document Types screen for a sample batch class, Ephesoft Transact Release 4.5<\/span><\/em><\/figcaption><\/figure>\n <\/p>\n
<\/a><\/a>Multidimensional Classification and Machine Learning<\/h2>\n
The MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN feature is supported by machine learning for document types. In this case, if classification is done incorrectly during the initial process job, the plugin can learn the change that is required to correct the classification, so that it performs classification correctly with ensuing batch processing jobs.<\/p>\n
<\/a>Testing Classification of a Document Type with Multidimensional Classification<\/h1>\n
- BC<\/strong><ID<\/em>>-dimensions <\/strong><\/li>\n<\/ul>\n
- Open the batch class in which the Multidimensional Classification plugin is enabled. Select the batch class, then click Open<\/strong>.<\/li>\n
- Launch Ephesoft Transact and navigate to Administrator > Batch Class Management<\/strong>. Provide login parameters as prompted.<\/li>\n
- If necessary, first complete the steps in the topic Configuring the Multidimensional Classification Plugin in the Page Process Module<\/a>.<\/li>\n<\/ul>\n
- Productivity | Global Batch Class Management<\/li>\n<\/ul>\n
- Batch Class Import\/Export<\/li>\n<\/ul>\n
- How to Create\/Copy a New Batch Class<\/li>\n<\/ul>\n
- Multidimensional Classification<\/strong> (this feature) contains newer algorithms that perform classification more accurately. This feature also improves document assembly.<\/li>\n<\/ul>\n