Connect Library or List

On the page with PoolParty for SharePoint Administration, select Connect content.

On the Select site page:

1. Select the site containing the document library or list with the items you want to auto-tag.

   Note

   Make sure that a tenant administrator gives PoolParty for SharePoint write permissions for that site. For more information, refer to Configure Site Permissions.

2. Confirm with Next.

On the Select document library or list page:

1. Select the document library or list with the items you want to auto-tag.

2. Confirm with Next.

On the Select fields page:

1. Select the fields of the document library or list with the content you want to auto-tag.

   Note

   The body of the documents in document libraries will always be auto-tagged.

2. Confirm with Next.

On the Select a taxonomy page:

1. Select the PoolParty taxonomy (project) that will be used to auto-tag the content.

   Note

   In this step, you can select only one taxonomy. If you want to tag any list or library with multiple taxonomies, please repeat the entire connection procedure.

2. Select the language of the content. The language is only available if it is covered by the selected taxonomy.

3. If you want to store all tags in a single field, type in a name for the new field that will be added to the document library or list.

4. If you want to store tags in separate fields reflecting the concept scheme they belong to, select Enable concept schemes and continue with the configuration on the newly opened pane:

   1. Click Add concept scheme.

   2. Select a concept scheme from the list of all concept schemes contained in the taxonomy you selected in step a.

   3. Type in a name for the new field that will contain tags from this concept scheme and will be added to the document library or list.

      Tip

      To delete an inserted row, click Remove.

   4. Repeat steps i. to iii. for as many concept schemes as you wish. You can select each concept scheme only once.

      Tip

      If you want to store tags from multiple concept schemes in a single field, use the same field name.

   5. Confirm with Save.

      Tip

      If you want to edit the concept scheme configuration after saving it, click the Configure concept schemes button.

5. Confirm with Next.

On the Set tagging parameters page:

1. Select the Enable automatic auto-tagging checkbox if you want PoolParty for SharePoint to automatically auto-tag items added to your document library or list at a later time. Items that are there at the moment won't be automatically auto-tagged.

   Note

   If you don't select this option, you can manually trigger auto-tagging of new items from the Connection settings section. For more information, refer to Edit Tagging Parameters.

2. Specify the minimum tag score. The higher the score, the less tags you will get but they will be more relevant.

3. Specify the maximum number of tags to be shown per item.

4. Optional: Select Advanced configuration to enable advanced text mining capabilities.

   1. Select a corpus to be used for corpus scoring. If you select a corpus, the relevance scores the extracted terms have in this corpus will be taken into account. This is particularly useful for short documents where the term frequencies are low and the scoring based on the document alone does not provide satisfying results. For more information on corpus scoring, refer to the PoolParty documentation.

   2. To enable the system to use the thesaurus and local context to resolve potential ambiguities, select Disambiguation. For more information on disambiguation, refer to the PoolParty documentation.

   3. To exclude nested concepts from extraction, select Filter nested concepts. A nested concept is a concept that occurs within another concept in a text. For more information on nested concepts, refer to the PoolParty documentation.

   4. Confirm with Save.

5. Confirm with Connect to taxonomy.