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Knowledge Library: Getting Started

Start using Knowledge Library with a controlled example.

ProductKnowledge LibraryVerified version4.0.0ComponentArticle Maps, Bibliographies, Claims, Collaborative Review, Collections, Foundation Documents, Harvard Citations, Institutional Collections, Library Discovery, PDF-to-Document, Project Source Libraries, Public API and Export, Quote and Evidence Capture, Research Pathways, Scholarly Connectors, Source Records, Topics and Concepts, Versioning and IntegrityUpdatedJuly 17, 2026Reading time18 minutes
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Knowledge Library · Getting Started

Structured documents, collections, topics, pathways, sources, citations, evidence, claims, scholarly discovery, review, and institutional knowledge.

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

Last verified version: 4.0.0

Reading time: 18–30 minutes

Status: Published support documentation.

Purpose

This guide provides a safe first run of Knowledge Library. It explains the product role, the main feature surface, the synthetic demonstration dataset, how to recognize a valid result, and when human or expert review is required.

Capability overview

  • Foundation Documents
  • PDF-to-Document
  • Collections
  • Topics and Concepts
  • Research Pathways
  • Article Maps
  • Source Records
  • Harvard Citations
  • Bibliographies
  • Quote and Evidence Capture
  • Claims
  • Project Source Libraries
  • Scholarly Connectors
  • Library Discovery
  • Versioning and Integrity
  • Collaborative Review
  • Public API and Export
  • Institutional Collections

Prerequisites

  • A modern supported browser or runtime
  • The current installed product and service version
  • A new demonstration workspace
  • No confidential, personal, credential, or production information
  • A named reviewer for consequential output

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 Foundation Documents create a stable platform methodology document a full-page managed document with original-file link synthetic-demo
2 PDF-to-Document import a product brief PDF while retaining the original an editable searchable document and source attachment synthetic-demo
3 Collections group the six guides into a Product Documentation collection a browsable collection synthetic-demo
4 Topics and Concepts relate retrofit documents to energy efficiency and resilience semantic topic and concept links synthetic-demo
5 Research Pathways build an ordered retrofit planning pathway a reusable reading and action route synthetic-demo

The downloadable files include all 18 feature rows.

Procedure

  1. Open the product from its canonical Sustainable Catalyst page or administrative route.
  2. Confirm the product and backend version before creating data.
  3. Create a synthetic workspace named KNOWLEDGE-LIBRARY-RETROFIT-001.
  4. Download the CSV and JSON examples supplied below.
  5. Use the feature matrix to complete the first six feature checkpoints.
  6. Save, close, and reopen the workspace to verify persistence.
  7. Inspect warnings, sources, units, permissions, and lifecycle state.
  8. Export or hand off only after completing the verification checklist.

1. Foundation Documents

Action: create a stable platform methodology document.

Expected result: a full-page managed document with original-file link.

2. PDF-to-Document

Action: import a product brief PDF while retaining the original.

Expected result: an editable searchable document and source attachment.

3. Collections

Action: group the six guides into a Product Documentation collection.

Expected result: a browsable collection.

4. Topics and Concepts

Action: relate retrofit documents to energy efficiency and resilience.

Expected result: semantic topic and concept links.

5. Research Pathways

Action: build an ordered retrofit planning pathway.

Expected result: a reusable reading and action route.

6. Article Maps

Action: place the six guides in previous/current/next order.

Expected result: series navigation relationships.

Expected output

  • a full-page managed document with original-file link
  • an editable searchable document and source attachment
  • a browsable collection
  • semantic topic and concept links
  • a reusable reading and action route
  • series navigation relationships
  • A saved record that reopens without data loss
  • An export or handoff that identifies product, version, artifact, source, and review state

Verification

  • Every sample value remains attached to its identifier and classification.
  • Warnings remain visible and are not silently treated as approval.
  • The saved workspace reopens in a clean session.
  • The product and version shown in output match the installed release.
  • Another reviewer can understand how the output was produced.

Responsible use

Respect copyright, licensing, privacy, and access restrictions; discovery metadata does not grant reproduction rights.

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