Setup and Configuration

Research Librarian: Installation and Configuration

Install, configure, validate, and recover Research Librarian safely.

ProductResearch LibrarianVerified version7.0.0ComponentCitation Handoffs, Endpoint Diagnostics, Evidence Cards, Feedback and Ratings, Follow-up Questions, Human Review Boundary, Index Health, Intent Classification, Knowledge Library Retrieval, Product Routing, Question Intake, Research Path Assembly, Saved Journeys, Scope Gate, Source DiscoveryUpdatedJuly 17, 2026Reading time18 minutes
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Research Librarian · How-to Guide

Site-scoped research guidance that routes questions across knowledge, products, sources, and saved journeys.

Audience: product users, administrators, reviewers, and integrators.

Last verified version: 7.0.0

Reading time: 18–30 minutes

Status: Published support documentation.

Purpose

This guide covers a reversible installation or update of Research Librarian, including baseline capture, package identity, dependencies, routes, permissions, service health, sample validation, rollback, and documentation handoff.

Prerequisites

  • A verified backup
  • Administrative or repository access
  • The canonical release archive and checksum
  • A documented rollback path
  • A test workspace and the synthetic sample below

Sample data

This article uses a fictional Resilient Community Retrofit Program. The files contain one demonstration row for every documented feature, so each capability can be tested without private or production data.

Download CSV feature examples · Download JSON workspace example

Preview

# Feature Sample action Expected result Classification
1 Question Intake ask how a city should compare retrofit options a normalized research request synthetic-demo
2 Scope Gate keep the request within Sustainable Catalyst research and products an in-scope route or clear boundary synthetic-demo
3 Intent Classification classify the request as sourcing, calculation, analysis, or decision support a transparent intent record synthetic-demo
4 Knowledge Library Retrieval retrieve energy-efficiency and decision-method documents ranked library records synthetic-demo
5 Product Routing route calculation to Workbench and synthesis to Decision Studio a product sequence with reasons synthetic-demo

The downloadable files include all 15 feature rows.

Procedure

1. Capture the baseline

  1. Record the installed interface, backend, package, and schema versions.
  2. Export or back up product-owned state.
  3. Record canonical routes, shortcodes, service URLs, repository branch, and environment variables.
  4. Check for incomplete migrations or uncommitted changes.

2. Install or update

  1. Verify the archive root, manifest, checksum, and version identity.
  2. Install through the product-supported WordPress, package, or service path.
  3. Run syntax, structure, contract, and product tests before replacing the working release.
  4. Apply database or schema migrations only after the backup is confirmed.
  5. Start or refresh the backend and verify its health response.

3. Configure

  1. Set documented endpoints and secret references; never store secret values in public code.
  2. Assign least-privilege roles and product ownership.
  3. Confirm product, version, component, issue, release, collection, and article-type context where supported.
  4. Clear only the caches affected by changed assets or routes.

4. Validate

  1. Import the feature-example CSV or JSON.
  2. Test every feature row in a nonproduction workspace.
  3. Compare actual results with the expected_result field.
  4. Reopen state after a clean reload.
  5. Record differences as draft support issues before enabling real use.

Expected output

  • One consistent product version across interface, service, manifest, package, and export
  • Healthy routes and dependencies
  • A complete synthetic feature test
  • A verified backup and rollback point
  • No credentials or private data in public artifacts

Verification

  • PHP, Python, R, JavaScript, or package checks pass where applicable.
  • The product loads in an incognito or clean session.
  • The sample data can be created, saved, reopened, exported, and removed.
  • Permissions prevent unauthorized administrative or private access.
  • The previous release can be restored.

Responsible use

This is a routing and discovery aid, not a general chatbot or final authority; inspect original sources and apply domain judgment.

Do not delete backups or the prior working release until the installed version and all sample features have been validated.

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