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Classification training – Classification models

Helix Konfig Capture V2_ Classification_1.Ebene_EN.png

In the Classification menu item, you can enable or disable automatic training of document classes. You can also create different classification models for different workflows. Each can contain a different set of document classes to be trained.

Performing classification training

Performing classification with the delivered model

Caution

All changes made in the tab Classification: sys_DefaultClassificationModel overwrite default settings.

To recover default settings, go to the action menu (1) and click on the button Reset.

  1. Click on the icon Untermenuepunkt_aufklappen_Helix.png to the right of the Capture menu item.

    ➣ The menu items Classification and Extraction will appear.

  2. Go to the menu item Classification and click a delivered model that you wish to train, e.g.  sys_DefaultClassificationModel.

    ➣ The tab Classification:sys_DefaultClassificationModel will open.

    Allgemeine_Konfig_2_Ebene_Klassifikationstraining.png
  3. In the line of the document class to be trained, click the button helix_icon_hinzufuegen.png Upload file(s) (3).

  4. Select one or more PDF files that correspond to the document class, and click Open.

    ➣ The selected PDF files will be uploaded.

  5. In the action menu, click the button Update trainings (1).

    ➤ The document class will be trained using the uploaded PDF files.

  6. To train the document classes automatically, select automatic training via the toggle button (2).

Performing classification training with a newly created classification model
  1. Click on the icon Untermenuepunkt_aufklappen_Helix.png to the right of the Capture menu item.

    ➣ The menu items Classification and Extraction will appear.

  2. In the menu item Classification, click the button New.

    ➣ The dialog Create Classification Training will open.

    Allgemeine_Konfig_2_Ebene_Neues_Klassifikationstraining_Dialog.png
  3. Specify a name for the classification model after the cst_ prefix, and select the corresponding lookup table name from the drop-down list.

    ➣ The tab Classification:{name of the chosen classification model} will open.

    Helix Konfig Capture V2_2_Ebene_Klassifikationstraining_cst_EN
  4. In the line of the document class to be trained, click the button helix_icon_hinzufuegen.png Upload file(s) (3).

  5. Select one or more PDF files that correspond to the document class, and click Open.

    ➣ The selected PDF files will be uploaded.

  6. In the action menu, click the button Update trainings (1).

    ➤ The document class will be trained using the uploaded PDF files.

  7. To train the document classes automatically, select automatic training via the toggle button (2).

Deleting a classification model or a classification training for a document class

Deleting a classification training
  1. Click on the icon Untermenuepunkt_aufklappen_Helix.png to the right of the Capture menu item.

    ➣ The menu items Classification and Extraction will become visible.

  2. Click on a line in the table of the menu item Classification.

    ➣ The tab Classification:{name of the chosen classification model} will open.

    Allgemeine_Konfig_2_Ebene_Klassifikationstraining.png
  3. In the line of the document class with the classification training to be deleted, click the button workitem_loeschen.png (Remove document class) (3).

    ➣ A security prompt will open.

    helix_dialog_training_loeschen.png
  4. Click Delete in the dialog.

    ➤ The classification training of the selected document class is now deleted.

Deleting a classification model
  1. If you wish to delete the entire model with all classification trainings, click Delete in the action menu (1).

    ➣ A security prompt will appear.

    Helix Konfig Capture V2_Klassifikation_Delete Classification Model_EN
  2. Click Yes in the Delete Classification Model dialog.

    ➤ The classification model is now deleted.

Deleting several classification trainings for a specific period

  1. Click on the icon Untermenuepunkt_aufklappen_Helix.png to the right of the Capture menu item.

    ➣ The menu items Classification and Extraction will become visible.

  2. Click on a line in the table of the menu item Classification.

    ➣ The tab Classification:{name of the chosen classification model} will open.

    Allgemeine_Konfig_2_Ebene_Klassifikationstraining.png
  3. Click the Clean Up button in the action menu (1).

    ➣ The dialog Clean up existing trainings will open.

    Helix Konfig Capture V2_Klassifikation_Trainings löschen Dialog_EN.png
  4. Select one of the three delete options and adjust the information in the respective field:

    • Delete all before: By clicking on the Kalender.png button, you will delete all the trainings that were performed before the date selected.

    • Delete all after: By clicking on the Kalender.png button, you will delete all the trainings that were performed after the selected date.

    • Number of recent trainings to be kept: Retains the specified number of most recent classification trainings and deletes all others.

  5. Click Clean up trainings.

    ➤ Multiple trainings are now deleted according to the selected criterion.