{"id":35572,"date":"2019-11-21T17:08:23","date_gmt":"2019-11-22T00:08:23","guid":{"rendered":"https:\/\/ephesoft.com\/docs\/?page_id=35572"},"modified":"2020-07-22T13:28:31","modified_gmt":"2020-07-22T20:28:31","slug":"multidimensional-classification","status":"publish","type":"docs","link":"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/administrator\/moduleplugin-configuration\/page-process-module\/multidimensional-classification\/","title":{"rendered":"Multidimensional Classification Plugin"},"content":{"rendered":"<p><strong>Available:\u00a0<\/strong>on-premises, cloud<\/p>\n<h2><a id=\"post-35572-_Toc25238761\"><\/a>Overview<\/h2>\n<p>Multidimensional Classification is a plugin within the <strong>Page Process<\/strong> module. This patented plugin classifies documents across various dimensions and combines the score of each dimension. This results in improved accuracy and confidence in document learning. This document applies to Ephesoft Transact 2019.1 and above.<\/p>\n<h3 style=\"text-align: left\"><a id=\"post-35572-_Toc25238762\"><\/a>Comparing Multidimensional Classification and Search Classification<\/h3>\n<p>For the following reasons, Multidimensional Classification is a better approach to classifying documents, as compared to the older Search Classification method:<\/p>\n<ul>\n<li>Search Classification was the original method of page classification with Ephesoft Transact. Although this older method continues to work well, it is a less accurate approach.<\/li>\n<li>Multidimensional Classification contains newer algorithms that perform classification more accurately. This feature also improves document assembly.<\/li>\n<\/ul>\n<h2><a id=\"post-35572-_Toc25238763\"><\/a>Configuring the Multidimensional Classification Plugin<\/h2>\n<p>This section describes how to configure, enable, or disable the <strong>MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN<\/strong> in the <strong>Page Process<\/strong> workflow module and in a batch class. Ensure that you have administrator rights to perform these tasks. These configurations are made from the<strong> Batch Class Management <\/strong>screen.<\/p>\n<p><strong>Notes:<\/strong><\/p>\n<ul>\n<li>This plugin is included by default in the BC1 batch class.<\/li>\n<li>This plugin must be added manually to a batch class that is not based on the BC1 template batch class.<\/li>\n<li>The default mode of this plugin is <strong>OFF<\/strong>.<\/li>\n<\/ul>\n<p>The following figure summarizes the plugin configurations for the <strong>MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-35573 alignnone\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-20.png\" width=\"597\" height=\"315\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-20.png 1135w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-20-300x158.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-20-1024x540.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-20-768x405.png 768w\" sizes=\"(max-width: 597px) 100vw, 597px\" \/><\/p>\n<p style=\"text-align: left\"><span style=\"color: #999999\"><em>Plugin requirements for Multidimensional Classification<\/em><\/span><\/p>\n<p><a id=\"post-35572-_Configuring_the_Plugin\"><\/a><a id=\"post-35572-_Configuring_the_MULTIDIMENSIONAL_CL\"><\/a><a id=\"post-35572-_Configuring_the_Multidimensional\"><\/a> You have the option of leaving both plugins in the module, only if you disable the <strong>SEARCH_CLASSIFICATION<\/strong> plugin.<\/p>\n<p><strong>Note<\/strong>: If you plan to use the Multidimensional Classification plugin to create classification results from document learning and to perform document assembly, Ephesoft recommends disabling or removing the <strong>SEARCH_CLASSIFICATION <\/strong>plugin. Refer to <a href=\"#post-35572-_Removing_or_Disabling\">Removing or Disabling the Search Classification Plugin<\/a>.<\/p>\n<p>Perform the following to configure the Multidimensional Classification plugin:<\/p>\n<ol>\n<li>Launch Ephesoft Transact. Navigate to <strong>Administrator <\/strong>&gt;<strong> Batch Class Management<\/strong>. Enter login credentials when prompted.<\/li>\n<li>Select an existing batch class and click <strong>Open<\/strong> or create a new batch class. You can also copy or import an existing batch class, then modify it to create a new batch class.<\/li>\n<li>Within the batch class, navigate to <strong>Modules <\/strong>&gt;<strong> Page Process<\/strong>. The <strong>Associated Plugins<\/strong> and <strong>Selected Plugins <\/strong>sections display in the<strong> Plugin Configuration<\/strong> screen.<\/li>\n<li>Add the plugin to the <strong>Page Process <\/strong>module:<br \/>\na. Select the <strong>MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN <\/strong>from the <strong>Associated Plugins <\/strong>section of the<strong> Plugin Configuration<\/strong> screen and click the right-pointing arrow. This moves the plugin to the <strong>Selected Plugins<\/strong> section.<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"wp-image-35574 alignnone\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-21.png\" width=\"497\" height=\"370\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-21.png 620w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-21-300x224.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/p>\n<p style=\"text-align: left\"><span style=\"color: #999999\"><em><strong>Associated Plugins<\/strong> for the Page Process module<\/em><\/span><\/p>\n<p style=\"padding-left: 40px\">b. Use the up and down arrows to rearrange the position of this plugin in relation to the other plugins of this module as needed. The following figure illustrates common plugins that are used in the <strong>Page Process<\/strong> module.<\/p>\n<p><img decoding=\"async\" width=\"295\" height=\"192\" class=\"wp-image-35575 alignnone\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-22.png\" \/><\/p>\n<p style=\"text-align: left\"><span style=\"color: #999999\"><em>Selected Plugins \u2014 A typical sequence is shown above<\/em><\/span><\/p>\n<p style=\"padding-left: 40px\">c. Click <strong>Deploy<\/strong> to activate the plugin and save the changes made in step b and click <strong>Close<\/strong> to complete the configuration. The following message displays upon successful configuration:<\/p>\n<p><img decoding=\"async\" width=\"243\" height=\"80\" class=\"wp-image-35576 alignnone\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-23.png\" \/><\/p>\n<p style=\"text-align: left\"><em><span style=\"color: #999999\">Confirmation prompt<\/span><\/em><\/p>\n<p style=\"text-align: left\">This plugin displays in the <strong>Page Process<\/strong> module and is ready to be activated.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-35577 alignnone\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-24.png\" width=\"261\" height=\"480\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-24.png 305w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-24-163x300.png 163w\" sizes=\"(max-width: 261px) 100vw, 261px\" \/><\/p>\n<p style=\"text-align: left\"><span style=\"color: #999999\"><em><strong>Page Process<\/strong> module with <strong>MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN<\/strong><\/em><\/span><\/p>\n<p style=\"padding-left: 40px\">5. Enable the <strong>MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN <\/strong>for the batch class by selecting this plugin within the <strong>Page Process<\/strong> module. The <strong>Plugin Configuration<\/strong> screen displays on the right.<\/p>\n<p style=\"padding-left: 40px\">6. Review or configure this plugin by opening a batch class from the <strong>Batch Class Management<\/strong> screen, and navigate as shown below:<\/p>\n<p><img decoding=\"async\" class=\"wp-image-35578 alignnone\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-25.png\" width=\"267\" height=\"527\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-25.png 328w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-25-152x300.png 152w\" sizes=\"(max-width: 267px) 100vw, 267px\" \/><\/p>\n<p style=\"text-align: left\"><span style=\"color: #999999\"><em>MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN<\/em><\/span><\/p>\n<p style=\"text-align: left\">The following figure illustrates the<strong> Plugin Configuration<\/strong> screen for the <strong>MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN<\/strong>.<\/p>\n<p style=\"text-align: left\"><img decoding=\"async\" width=\"856\" height=\"80\" class=\"wp-image-35579 alignnone\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-26.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-26.png 856w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-26-300x28.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-26-768x72.png 768w\" sizes=\"(max-width: 856px) 100vw, 856px\" \/><\/p>\n<p style=\"text-align: left\"><span style=\"color: #999999\"><em>Plugin Configuration for the MULTIDIMENSIONAL_CLASSFICATION_PLUGIN<\/em><\/span><\/p>\n<p style=\"padding-left: 40px\">7. Enable the plugin by setting the <strong>Multidimensional Classification Switch<\/strong> to <strong>ON<\/strong>. The <strong>Multidimensional Classification Switch<\/strong> contains the following two options in the drop- down list:<\/p>\n<ul>\n<li style=\"list-style-type: none\">\n<ul>\n<li style=\"list-style-type: none\">\n<ul>\n<li><strong>ON <\/strong>&#8211; Enables this plugin. When this plugin is enabled, Ephesoft Transact will use this plugin to classify documents.<\/li>\n<li><strong>OFF<\/strong> &#8211; Disables this plugin. When this plugin is disabled, Ephesoft Transact will not use this plugin to classify documents.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 40px\">8. Set the <strong>Multidimensional Classification Max Results<\/strong> to your desired number. The <strong>Multidimensional Classification Max Results<\/strong> field controls how many alternate value elements will be generated in the batch.XML file produced within the workflow. The default setting for max results is <strong>5<\/strong> to keep the overall size of the batch.xml smaller. Adjust this setting as required. The size of the batch.xml could increase or decrease based on your setting.<\/p>\n<p style=\"padding-left: 40px\">a. Click <strong>Deploy<\/strong> to enable the changes.<br \/>\nb. Click <strong>Close<\/strong> to exit the <strong>Plugin Configuration<\/strong> screen.<\/p>\n<p><a id=\"post-35572-_Setting_the_Classification\"><\/a><a id=\"post-35572-_Toc527723418\"><\/a> Once configured, the Ephesoft Transact administrator must train at least one document for each document type with the Multidimensional Classification plugin. Refer to <a href=\"#post-35572-_Document_Learning_with\">Document Learning with Multidimensional Classification<\/a>.<\/p>\n<p><strong>Note<\/strong>: Refer to <a href=\"#post-35572-_Removing_or_Disabling\">Removing or Disabling the Search Classification Plugin<\/a> as recommended by Ephesoft after the Multidimensional Classification configuration.<\/p>\n<h2><a id=\"post-35572-_Toc25238764\"><\/a>Setting the Classification Type for the Document Assembler Plugin<\/h2>\n<p>This topic describes how to select Multidimensional Classification as the classification type in the <strong>DOCUMENT_ASSEMBLER<\/strong> plugin in the <strong>Document Assembly<\/strong> module. The <strong>MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN<\/strong> must first be configured and enabled.<\/p>\n<p><strong>Note:<\/strong> If this has not been completed, refer to the steps under <a href=\"#post-35572-_Configuring_the_Plugin\">Configuring the Multidimensional Classification Plugin in the Page Process Module<\/a>.<\/p>\n<p>Perform the following steps:<\/p>\n<ol>\n<li>Launch Ephesoft Transact and navigate to <strong>Administrator &gt; Batch Class Management<\/strong>. Enter login credentials when prompted.<\/li>\n<li>Open the batch class in which the <strong>MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN <\/strong>is enabled. Select the batch class and click <strong>Open<\/strong>.<\/li>\n<li>Navigate to the <strong>Document Assembly<\/strong> module and select the <strong>DOCUMENT_ASSEMBLER<\/strong> plugin.<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"wp-image-35580 alignnone\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-27.png\" width=\"274\" height=\"416\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-27.png 307w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-27-198x300.png 198w\" sizes=\"(max-width: 274px) 100vw, 274px\" \/><\/p>\n<p style=\"text-align: left\"><em><span style=\"color: #999999\">Document Assembly Module<\/span><\/em><\/p>\n<p style=\"padding-left: 40px\">4. The <strong>Plugin Configuration <\/strong>screen for <strong>DOCUMENT_ASSEMBLER<\/strong> plugin displays.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-35581 alignnone\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-28.png\" width=\"956\" height=\"664\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-28.png 1171w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-28-300x208.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-28-1024x711.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-28-768x533.png 768w\" sizes=\"(max-width: 956px) 100vw, 956px\" \/><\/p>\n<p style=\"text-align: left\"><span style=\"color: #999999\"><em>DOCUMENT_ASSEMBLER Plugin Configuration, Release 4.5<\/em><\/span><\/p>\n<p style=\"padding-left: 40px\">5. Select <strong>MultidimensionalClassification<\/strong> from the <strong>DA Classification Type<\/strong> drop-down list.<br \/>\n6. Click <strong>Deploy<\/strong>. Confirmation windows display when both <strong>Apply<\/strong> and <strong>Deploy<\/strong> are clicked.<br \/>\n7. Click <strong>Close<\/strong> to return to the <strong>Batch Class Management<\/strong> screen.<\/p>\n<h2><a id=\"post-35572-_Removing_or_Disabling\"><\/a><a id=\"post-35572-_Toc25238765\"><\/a>Removing or Disabling the Search Classification Plugin<\/h2>\n<p>The user must have Administrator rights to perform this task.<\/p>\n<p>This topic describes how to disable or remove the Search Classification plugin which the administrator should do when you configure and enable the Multidimensional Classification plugin.<\/p>\n<p><strong>Note: <\/strong>If you have any scripts that rely on results from the Search Classification plugin, leave it in the module.<\/p>\n<p>Perform these steps to add, enable, disable, or remove the <strong>SEARCH_CLASSIFICATION<\/strong> plugin within the <strong>Page Process <\/strong>module for the batch class that uses <strong>MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN<\/strong>.<\/p>\n<ol>\n<li>Launch Ephesoft Transact and navigate to <strong>Administrator <\/strong>&gt; <strong>Batch Class Management<\/strong>. Enter login credentials when prompted.<\/li>\n<li>Either select an existing batch class, and click <strong>Open<\/strong>, or create a new batch class.<\/li>\n<li>Navigate to the <strong>Page Process<\/strong> module. The <strong>Associated Plugins<\/strong> and <strong>Selected Plugins<\/strong> for the <strong>Page Process<\/strong> module display on the right.<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"wp-image-35582 alignnone\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-29.png\" width=\"255\" height=\"469\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-29.png 305w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-29-163x300.png 163w\" sizes=\"(max-width: 255px) 100vw, 255px\" \/><\/p>\n<p style=\"text-align: left\"><span style=\"color: #999999\"><em>SEARCH_CLASSIFICATION Plugin in the Page Process Module<\/em><\/span><\/p>\n<p style=\"padding-left: 40px\">4. Perform one of the following steps to remove or disable the Search Classification plugin:<br \/>\na. Remove the <strong>SEARCH_CLASSIFICATION<\/strong> plugin by selecting it from the <strong>Selected Plugins<\/strong> field on the right. Use the left-facing arrow button to move this plugin to the <strong>Associated Plugins<\/strong> field on the left.<br \/>\nb. Disable the <strong>SEARCH_CLASSIFICATION<\/strong> plugin, select (highlight) this plugin. The <strong>Plugin Configuration<\/strong> screen displays. Select OFF from the dropdown menu.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-35583 alignnone\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-30.png\" width=\"643\" height=\"106\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-30.png 795w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-30-300x49.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-30-768x127.png 768w\" sizes=\"(max-width: 643px) 100vw, 643px\" \/><\/p>\n<p style=\"text-align: left\"><em><span style=\"color: #999999\">Search Classification Switch<\/span><\/em><\/p>\n<p style=\"padding-left: 40px\">\u00a0 \u00a0 \u00a0 c. Click <strong>Deploy<\/strong> to activate this change.<\/p>\n<p style=\"padding-left: 40px\">5. Retrain Ephesoft Transact with <strong>Learn Files<\/strong> for the document type, as applicable. When you disable the Search Classification plugin, you must retrain the batch class with the documents using the Multidimensional Classification plugin, which generates its own model for classifying the data.<\/p>\n<ul>\n<li style=\"list-style-type: none\">\n<ul>\n<li>Use the Learn Files button in the Batch Class Management screen.<\/li>\n<li>Refer to <a href=\"#post-35572-_Document_Learning_with\">Document Learning with Multidimensional Classification<\/a>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h1><a id=\"post-35572-_Document_Learning_with\"><\/a><a id=\"post-35572-_Toc527724329\"><\/a><a id=\"post-35572-_Toc527723419\"><\/a><a id=\"post-35572-_Toc25238766\"><\/a>Document Learning with Multidimensional Classification<\/h1>\n<p>The standard method of training a batch class for a document type applies to both Search Classification and Multidimensional classification.<\/p>\n<p>The Multidimensional Classification mechanism works on supervised learning.<\/p>\n<ul>\n<li>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<li>The <strong>MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN<\/strong> takes a sample of search classification and updates it during the learning process.<\/li>\n<\/ul>\n<p>Within an open batch class, use the <strong>Learn File(s) <\/strong>button in the <strong>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<p style=\"padding-left: 40px\">BC&lt;ID&gt;-dimensions<br \/>\n<strong>Example:<\/strong> BC8-dimensions<\/p>\n<p>Click <strong>Learn File(s) <\/strong>to update the learning that occurs during classification.<br \/>\nThe following two figures illustrate the <strong>Learn File(s)<\/strong> button from an open batch class from the <strong>Batch Class Management <\/strong>screen.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-35584 alignnone\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-31.png\" width=\"1069\" height=\"535\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-31.png 1452w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-31-300x150.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-31-1024x513.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-31-768x385.png 768w\" sizes=\"(max-width: 1069px) 100vw, 1069px\" \/><\/p>\n<p style=\"text-align: left\"><span style=\"color: #999999\"><em><strong>Learn Files<\/strong> in the <strong>Document Types<\/strong> screen for a sample batch class, Ephesoft Transact Release 4.1.1.0<\/em><\/span><\/p>\n<p><img decoding=\"async\" class=\"wp-image-35585 alignnone\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-32.png\" width=\"1048\" height=\"551\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-32.png 1547w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-32-300x158.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-32-1024x538.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-32-768x404.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-32-1536x807.png 1536w\" sizes=\"(max-width: 1048px) 100vw, 1048px\" \/><\/p>\n<p style=\"text-align: left\"><em><span style=\"color: #999999\"><strong>Learn Files<\/strong> in the<strong> Document Types <\/strong>screen for a sample batch class, Ephesoft Transact Release 4.5<\/span><\/em><\/p>\n<h3><a id=\"post-35572-_Toc527723414\"><\/a><a id=\"post-35572-_Toc25238767\"><\/a>Multidimensional Classification and Machine Learning<\/h3>\n<p>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 and ensure it performs classification correctly with ensuing batch processing jobs.<\/p>\n<h2><a id=\"post-35572-_Toc25238768\"><\/a>Testing Classification of a Document Type with Multidimensional Classification<\/h2>\n<p>This topic describes how to learn a new document to test for classification of a new document type. Ensure that the following prerequisites are complete before performing this task:<\/p>\n<ul>\n<li>Previous configurations for the Multidimensional Classification, Search Classification, and Document Assembler plugins must be complete before performing these steps. Refer to earlier topics in this document for additional information about configuring these two plugins:\n<ul>\n<li><a href=\"#post-35572-_Configuring_the_MULTIDIMENSIONAL_CL\">Configuring the MULTIDIMENSIONAL_CLASSIFICATION_PLUGIN in the Page Process Module<\/a><\/li>\n<li><a href=\"#post-35572-_Setting_the_Classification\">Setting the Classification Type for the DOCUMENT_ASSEMBLER Plugin<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li>Also, to complete this procedure, you must have sample documents available in electronic format, PDF or TIFF, for each document type that is to be tested.<\/li>\n<\/ul>\n<p>Perform the following steps to test classification of a document type, for the batch class with the Multidimensional Classification plugin enabled:<\/p>\n<ol>\n<li>Launch Ephesoft Transact and navigate to <strong>Administrator <\/strong>&gt;<strong> Batch Class Management<\/strong>. Enter login credentials when prompted.<\/li>\n<li>Open the batch class in which the Multidimensional Classification plugin is enabled. Select the batch class, then click <strong>Open<\/strong>. The batch class opens with a list of document types.<\/li>\n<li>To learn samples for a document type, upload sample documents.<br \/>\na. For each document type, click <strong>Learn Files<\/strong>.<br \/>\nb. Select the document type. Then, click the <strong>Upload Test Classification File(s) <\/strong>link to select and upload a test image file for the document type.<\/li>\n<\/ol>\n<p style=\"padding-left: 40px\">The following message displays and notifies you when the test file upload is complete. You can also drag and drop the sample image file to the <strong>Drag and Drop Files Here <\/strong>area below the <strong>Upload Test Classification File(s) <\/strong>link. The system provides the following confirmation message for a sample upload.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-35586 alignnone\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-33.png\" width=\"218\" height=\"92\" \/><\/p>\n<p style=\"text-align: left\"><em><span style=\"color: #999999\">Success confirmation dialog<\/span><\/em><\/p>\n<p style=\"text-align: left;padding-left: 40px\"><strong>\u00a0 \u00a0Note<\/strong>: You can also drag and drop the sample image file to the <strong>Drag and Drop Files Here <\/strong>area below the <strong>Upload Test Classification File(s) <\/strong>link.<br \/>\n4. Navigate to the document type screen where you uploaded the test image file (in the previous step) and click <strong>Test Classification <\/strong>from the toolbar on top of the screen.<br \/>\nThe <strong>Test Classification <\/strong>screen displays.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-35587 alignnone\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-34.png\" width=\"1001\" height=\"496\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-34.png 1396w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-34-300x148.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-34-1024x507.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-34-768x380.png 768w\" sizes=\"(max-width: 1001px) 100vw, 1001px\" \/><\/p>\n<p style=\"text-align: left\"><em><span style=\"color: #999999\"><strong>Test Classification<\/strong> screen<\/span><\/em><\/p>\n<p style=\"padding-left: 40px;text-align: left\">\u00a0 \u00a0 5. Select an option from the <strong>Workflow <\/strong>drop-down list as described in the following summary:<\/p>\n<table class=\" aligncenter\" style=\"height: 763px\" width=\"1122\">\n<tbody>\n<tr>\n<td style=\"text-align: left\">Item<\/td>\n<td style=\"text-align: left\">Description<\/td>\n<\/tr>\n<tr>\n<td>ON<\/td>\n<td>If the <strong>Workflow<\/strong> field is set to <strong>ON<\/strong>, then the <strong>Classification Types<\/strong> drop-down list is disabled. Test classification results are based on configurations within the batch class.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-35588 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-35.png\" width=\"469\" height=\"99\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-35.png 942w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-35-300x63.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-35-768x162.png 768w\" sizes=\"(max-width: 469px) 100vw, 469px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #999999\"><em><strong>Test Classification<\/strong> dialog<\/em><\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>OFF<\/td>\n<td>If the <strong>Workflow<\/strong> is set to <strong>OFF<\/strong>, then the test classification results are based on the selection you make from the <strong>Classification Types<\/strong> drop-down list.<\/p>\n<figure id=\"attachment_35589\" aria-describedby=\"caption-attachment-35589\" style=\"width: 537px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-35589\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-36.png\" alt=\"\" width=\"537\" height=\"229\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-36.png 1167w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-36-300x128.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-36-1024x436.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-36-768x327.png 768w\" sizes=\"(max-width: 537px) 100vw, 537px\" \/><figcaption id=\"caption-attachment-35589\" class=\"wp-caption-text\"><em><span style=\"color: #999999\"> \u00a0Classification Types drop-down menu options<\/span><\/em><\/figcaption><\/figure>\n<p>The various classification types available are as follows:<\/p>\n<ul>\n<li><strong>Search Classification<\/strong><\/li>\n<li><strong>Barcode Classification <\/strong><\/li>\n<li><strong>Image Classification <\/strong><\/li>\n<li><strong>Automatic Classification <\/strong><\/li>\n<li><strong>Keyword Classification <\/strong><\/li>\n<li><strong>Multidimensional Classification<\/strong><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p style=\"padding-left: 40px\">6. Click <strong>Classify<\/strong>.<br \/>\nThe <strong>Test Classification <\/strong>screen is updated with classification results as shown in the following image.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-35590 alignnone\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-37.png\" width=\"770\" height=\"390\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-37.png 1351w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-37-300x152.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-37-1024x518.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/11\/word-image-37-768x389.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/p>\n<p style=\"text-align: left\"><span style=\"color: #999999\"><em>Test Classification screen with sample results<\/em><\/span><\/p>\n<h2><a id=\"post-35572-_Toc25238769\"><\/a>Additional information about Multidimensional Classification<\/h2>\n<h3><a id=\"post-35572-_Toc527723421\"><\/a><a id=\"post-35572-_Toc25238770\"><\/a>Learning with Multidimensional Classification<\/h3>\n<p>Multidimensional classification can be described as \u201cpage classification learning combined with search classification learning.\u201d This classification mechanism works on supervised learning.<\/p>\n<p>The user begins this process by importing documents then moving to the <strong>Page Processing<\/strong> module and clicking <strong>Learn Files<\/strong> to update learning for page and search classification.<\/p>\n<p>The plugin uses learning to classify the pages in the given batch, and simultaneously learns search classification. The plugin takes the sample of search classification and makes corresponding updates to the page-classification learning.<\/p>\n<h3><a id=\"post-35572-_Toc527723422\"><\/a><a id=\"post-35572-_Toc25238771\"><\/a>Phases of Multidimensional Classification<\/h3>\n<p>Click <strong>Learn Files <\/strong>to begin the learning phase. A single model file is kept per batch class. In the learning phase for a document, the system performs calculations and saves the model file. Each document page type (first page, middle page, and last page) saves multiple types of information.<\/p>\n<p>During the batch execution phase, the pages in the batch are classified according to learning.<\/p>\n<p>When performing auto-learning of the document type and indexes for search classification, Ephesoft Transact also updates the model file for multidimensional classification.<\/p>\n<p>During the document assembly phase, this plugin works in the same way as search classification.<\/p>\n<h2><a id=\"post-35572-_Toc25238772\"><\/a>Conclusion<\/h2>\n<p>This document concludes how to configure and use the Multidimensional Classification plugin in Ephesoft Transact.<\/p>\n<p>For additional information about configuring or using classification in Ephesoft Transact, refer to the following documents:<\/p>\n<ul>\n<li><a href=\"https:\/\/ephesoft.com\/docs\/2019-1\/moduleplugin-configuration\/page-process-module\/\">Page Process Module configuration articles<\/a><\/li>\n<li><a href=\"https:\/\/ephesoft.com\/docs\/how-to-improve-classification\/\">How to Improve Classification<\/a><\/li>\n<\/ul>\n<p>For additional information about batch class creation, setup, and configuration, refer to the following documents:<\/p>\n<ul>\n<li><a href=\"https:\/\/ephesoft.com\/docs\/4-1-0-0\/global-batch-class-management\/\">Global Batch Class Management<\/a><\/li>\n<\/ul>\n","protected":false},"featured_media":0,"parent":31858,"menu_order":11,"comment_status":"closed","ping_status":"closed","template":"","doc_tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.0 (Yoast SEO v22.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Multidimensional Classification Plugin | Ephesoft Docs<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Multidimensional Classification Plugin\" \/>\n<meta property=\"og:description\" content=\"Available:\u00a0on-premises, cloud Overview Multidimensional Classification is a plugin within the Page Process module. 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