Category Relevance

To help you build better categories, you can review the relevance of the documents or records in each category as well as the relevance of all categories to which a document or record belongs.

Relevance of a Category to a Record

Whenever a document or record appears in the Data pane, all categories to which it belongs are listed in the Categories column. When a document or record belongs to multiple categories, the categories in this column appear in order from the most to the least relevant match. The category listed first is thought to correspond best to this document or record. See the topic The Data Pane for more information.

Relevance of a Record to a Category

When you select a category, you can review the relevance of each of its records in the Relevance Rank column in the Data pane. This relevance rank indicates how well the document or record fits into the selected category compared to the other records in that category. To see the rank of the records for a single category, select this category in the Categories pane (upper left pane) and the rank for document or record appears in the column. This column is not visible by default but you can choose to display it. See the topic The Data Pane for more information.

The lower the number for the record’s rank, the better the fit or the more relevant this record is to the selected category such that 1 is the best fit. If more than one record has the same relevance, each appears with the same rank followed by an equal sign (=) to denote they have equal relevance. For example, you might have the following ranks 1=, 1=, 3, 4, and so on, which means that there are two records that are equally considered as best matches for this category.

Tip: You could add the text of the most relevant record to the category annotation to help provide a better description of the category. Add the text directly from the Data pane by selecting the text and choosing Categories > Add to Annotation from the menus.