AI Classifier- Automatic Mode

In this mode the records will automatically get tagged with the categories that you have created based on a subset of the records i.e. your training data.

Steps to run the AI classifier in the automatic mode

1. Run a search query and push all / results of choice to a project. 
2. Once a project is created, create categories in your project which are based on the applications of the technology, on the important aspects or the key features of the patent documents etc. 
3. There needs to be a the minimum of 5 records per category, however, we recommend the users to at least keep 10-15 records per category.
4. Now to run the AI Classifier launch the tool either from the Categories filter or from the AI Tools dropdown

5.  Select the Automatic option

6.  Once Automatic Classifier is selected, select the training data set that you have created for the project on which you are running the AI Classifier or  you can use categories that you have created in an other related project.

7. If you have a project in which you have already categorized the records or you have already run the AI classifier, then this dataset can be used as a training model for the project on which you are working currently. The requirement here is that you will have to create similar categories in the project that you are working on currently.

8. Then in AI Classifier mode select Automatic and then select the threshold value and click on Confirm

9. Once the AI Classifier is done predicting categories you will see a Blue Column called as Pred Categories as below:

• The predictions option in the Pred column shows the categories to which the predictions have been made and these categories can be applied as a filter. 
• The categories that are predicted and applied by the AI Classifier are shown in Green color and the ones that are user based / added by the user are shown in Blue color, below the record for all the Standard Views and Compact View  

Notes:

• The cutoff option will be disabled for Automatic mode of AI classifier
• For Automatic mode the Min Threshold value present by default will be 50. 
• The View dropdown that is present in the Pred Categories column for the AI Classifier in moderation mode will not be visible in Automatic mode
• While initiating the AI Classifier, if the source project (training model) will not have categories then the confirm option will be disabled.
• If the source project has categories but the destination project does not then the AI Classifier will create categories in the destination project. 
• Creation of categories and categorization of records to the same are a must have for a project on which the AI classifier is to be enabled.
• Available only in the ProX edition of PatSeer