Information Body of Knowledge


Auto-classification Definition

Auto-classification refers to the process of leveraging technologies to automatically analyze information and apply transformation without the requirement of human intervention. Transformation may include relocation, addition or removal of metadata, addition or removal of categorization, addition or removal of policy, addition or removal of restrictions (print, download, copy, etc.), starting a workflow (approval, disposition, etc.) and/or any combination of transformations. Auto-classification may also refer to the underlying technologies that enable this functionality.

InfoBOK v1.0

Auto-classification Key Points

  1. Auto-classification refers to both the process of auto-classification as well as the technologies that enable auto-classification functionality.
  2. Auto-classification processes often include moving information from one location to another (relocation).
  3. Workflow can be started through auto-classification or information may be moved into the queue for auto-classification technologies through workflow.
  4. Auto-classification processes may add or remove metadata after technology-based analysis of information.
  5. Policy may be added or removed on information through auto-classification.
  6. Restrictions (such as limiting printing, ability to download, ability to copy/share, etc.) may be added or removed on information through auto-classification.
  7. Auto-classification technology has quickly become incredibly important in handling large volumes of information.

Auto-Classification Overview

Auto-classification technology, long employed in part by some of the largest and most innovative companies in the world has now become affordable to companies of all sizes. This has expanded the opportunities and use cases for auto-classification technologies.

Auto-classification technologies are among the most useful advancements in the information profession, leveraging technology to analyze large volumes of information. Auto-classification has the promise of reducing the amount of user input required in information processes, but often in the early stages requires more human intervention to establish the desired outcomes within the technology.

Strong information architectures, taxonomies, and processes are required prior to leveraging auto-classification technologies to maximize their effectiveness. There are no magic bullets in handling the large volumes of information that companies today are expected to deal with - though auto-classification gives significant advantages to the companies that fully employ it.

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Information Coalition Resources

Some resources are available only to Professional Members or Standard Members (free).

Keynote: Our Place In The Data Universe

David Brown, Archivist, United States Securities & Exchange Commission (SEC)

Acquiring and utilizing data analytics and artificial intelligence technologies to better manage information. The goal is compliance, but the priority is to assist staff in managing information more efficiently and effectively to accomplish the agency’s mission.

Auto-Classification In The Real World

This video is available to logged in Professional Members only.
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This no-holds-barred panel will speak to real-world implementations of AutoClassification and predictive analytics to perform critical functions of Information Governance, such as ROT detection and defensible deletion, automated Retention Policy enforcement and Legal Hold, mass file migrations and remediations and much, much more. Hear from the early pioneers who’ve implemented AutoClassification into their enterprise information management plans about what worked, what didn’t and what surprised them the most.

Tomorrow’s Information Governance: Planning The Path Forward

Tomorrow’s Information Governance: Planning The Path Forward

(Sponsored by Valora Technologies)

Join Valora Technologies President, Sandra Serkes, and Information Coalition President, Nick Inglis, as they discuss the path towards tomorrow’s Information Governance and how to proactively prepare.

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Panel: Moving Legal Forward – The Steps To Legal #InfoGov Success

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As an industry, the legal vertical has traditionally been “behind the 8-ball” in adopting new technology solutions. Recent changes in data management, governance opportunities, and compliance are mandating that the legal industry catches up to the trending technologies being adopted by their clients. The clock is already running on meeting these deadlines. The challenge is in overcoming the inertia, understanding “how do we get there from here?”, and developing a plan of action to meet with Information Governance Success!

Join us for an interdisciplinary panel (Ann Gorr, John Jablonski, Esq., Don Knight and Sunil Ohri, Esq.) who will provide us with a variety of perspectives and insights based on their experiences within the Small & Large Law firm as well as the Corporate Legal Department environment on how to accomplish building an IG roadmap.


  • Recognizing the driving forces behind the need for legal to design an IG Program/Initiative
  • Meeting the expectations of the client/corporate legal department
  • Understanding the business value of deploying an IG Strategy
  • Designing and Implementing a holistic IG Program for your team

Sandra Serkes – “Data Mining Corporate Email & Attachments”

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In this session, Valora Technologies CEO, Sandra Serkes explains the value and role of content analytics as she unleashes the cutting edge technologies on email repositories. Both informative and technologically impressive, this session is a primer on content analytics, along with a discussion on the technology from our esteemed panel.

Format: Presentation & Discussion (featuring Alan Pelz-Sharpe, Sandra Serkes, Steve Weissman, and Nick Inglis)

Removing The Work From Information Governance

Removing The Work From Information Governance

Join Laurence Hart as he shares his presentation “Removing the Work from Information Governance” as a part of our #InfoGov14 Rewind series.

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Removing the “Work” from Information Governance – Laurence Hart

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Original Date: 12/03/14
Presenter: Laurence Hart

The Information Governance Conference 2018