Step 1: Prepare your library:

1. Create a termset with your document types

1. Open the termstore manager (from the site settings)
2. Create a new termset, named "document types"
3. Create a term for each document type that you keep in your document library, e.g. inquiry, invoice, sales order, resume

2. Create a column for your document library that contins the document types

1. Open the document library
2. Open the library advanced settings
3. Click on "create column"
4. Enter the name of the new library column, e.g. "document type"
5. Select "managed metadata" as type
6. In the term set settings: select the termset "document type" (from the step above)
7. Click on "Save" to close the form

3. Manually tag a couple of documents as examples (not all!)

1. Open the library settings and add the new column "Document types" to the default view of the library
2. Open the "Quick Edit" view of the library.
3. Populate the field "Document types" with meaningful values for a couple of documents per document type. It is not necessary to provide each document with a tag, but the more examples you provide, the better the results will be. You should achieve a coverage of 20% of all documents per document type (and at least 10 examples per document type).

Step 2: Automatically tag all your documents</div>

Install the Easy Tagging App (free!) from the Sharepoint Store/App Source and train a predictor:</h2>

<p>

1. Install the Easy Tagging App from the App Source (free evaluation!)

1. Open the site settings and click on "Add an App"
2. Click on "Sharepoint Store"
3. In the Sharepoint Store: enter "diqa" as search term
4. Click on the "Easy Tagging" card to initiate the installation.

2. Launch the app and grant it the requested permissions

1. Open the site contents again where you should find the newly installed Easy Tagging App
2. Click on the App and grant it the requested permissions.
3. The configuration page of the app opens in a new tab.

3. Connect the Easy Tagging App with the IDAS service (1/2)

1. In the configuration page of the Easy Tagging App: click on the "Predictors & Taggers" tab
2. Click on the link "Click here to connect to IDAS"

4. Connect the Easy Tagging App with the IDAS service (2/2)

1. In the connection dialog: select the "IDAS Evaluation Service" tab
2. Click on "I accept the terms of use" tick box
3. If the service status says "IDAS evaluation service is available", then click on the "connect" button. If the status says something different: click on "refresh status".
4. The dialog closes and you can setup a predictor.

5. Create a "Learn Tags" perdictor and let it learn from your examples

1. After you have created a connection to the IDAS Evaluation service you can setup a predictor which learns to tag documents from your examples.
2. In the (now empty) list of predictors click on the link: "Click to create new item".
3. In the selection dialog, select the "Learn Tags" predictor.
4. The configuration form for the new "Learn Tags" predictor opens.
5. Enter the name of the predictor, e.g. "Document types"
6. In the field "Learn from documents in this library": select the library that contains your documents.
7. In the field "Encode with": select the entry "Glove English subset 100k words".
8. In the field "Learn to predict tags from this managed metadata column": select the "document types" column that you created in the earlier steps
9. In the field "model": select "Simple CNN model"
10. Keep the default values of the subsequent fields.
11. Click on "Start training" to initiate the training process.
12. You can inspect the progress of the training process in the status bar of the predictor.

6. Create a tagger that automatically creates tags for all documents (and future documents)

1. As soon as the training of the predictor has completed, you can enable the predictor by clicking on the "enable" action link
2. Click on "OK" in the prompt that asks you if you want to create a tagger.
3. The "Create a tagger" form opens.
4. You can keep all default settings in the form.
5. Tick off the "Tagging Schedule" box if you don't want to have this tagger to automatically process new documents per a schedule.
6. Click on "Store changes" to create the new tagger.

Update the search schema

Launch the automatic tagging process for all documents in a library (or a subset) in the "Tag documents"-dialog. Inspect the tagging progress and check the tagging report after the process has completed.

</p>

 <h2>Step 3: Create a search center that includes the search refiners</h2>

<p>

Create an Enterprise Search Center

Launch the automatic tagging process for all documents in a library (or a subset) in the "Tag documents"-dialog. Inspect the tagging progress and check the tagging report after the process has completed.

Add the new refiner to the search page

Launch the automatic tagging process for all documents in a library (or a subset) in the "Tag documents"-dialog. Inspect the tagging progress and check the tagging report after the process has completed.

Verify the refiner values

Launch the automatic tagging process for all documents in a library (or a subset) in the "Tag documents"-dialog. Inspect the tagging progress and check the tagging report after the process has completed.

</p>

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