Tools and Features

Knowledge Library: Feature-by-Feature Guide

Use every documented Knowledge Library feature with sample input and expected output.

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 · Technical Reference

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 is the complete documented feature inventory for Knowledge Library version 4.0.0. Every feature includes sample data, a seven-step use pattern, expected output, and a verification rule. Reverify this article whenever the product release changes.

Prerequisites

  • A clean demonstration workspace
  • The downloadable all-feature CSV or JSON
  • Current product release notes
  • Permission to use each tested feature
  • A reviewer familiar with the product

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.

Feature-by-feature procedure

1. Foundation Documents

Purpose: Use Foundation Documents within the governed Knowledge Library workflow.

Sample action: create a stable platform methodology document.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

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

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

2. PDF-to-Document

Purpose: Use PDF-to-Document within the governed Knowledge Library workflow.

Sample action: import a product brief PDF while retaining the original.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: an editable searchable document and source attachment.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

3. Collections

Purpose: Use Collections within the governed Knowledge Library workflow.

Sample action: group the six guides into a Product Documentation collection.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a browsable collection.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

4. Topics and Concepts

Purpose: Use Topics and Concepts within the governed Knowledge Library workflow.

Sample action: relate retrofit documents to energy efficiency and resilience.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: semantic topic and concept links.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

5. Research Pathways

Purpose: Use Research Pathways within the governed Knowledge Library workflow.

Sample action: build an ordered retrofit planning pathway.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a reusable reading and action route.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

6. Article Maps

Purpose: Use Article Maps within the governed Knowledge Library workflow.

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

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: series navigation relationships.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

7. Source Records

Purpose: Use Source Records within the governed Knowledge Library workflow.

Sample action: create a bibliographic record for an energy standard.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a reusable source object.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

8. Harvard Citations

Purpose: Use Harvard Citations within the governed Knowledge Library workflow.

Sample action: generate an in-text citation and bibliography entry.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: consistent formatted citation text.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

9. Bibliographies

Purpose: Use Bibliographies within the governed Knowledge Library workflow.

Sample action: assemble a project-specific retrofit source list.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: an exportable bibliography.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

10. Quote and Evidence Capture

Purpose: Use Quote and Evidence Capture within the governed Knowledge Library workflow.

Sample action: capture a recommendation with page and context.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a source-linked evidence excerpt.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

11. Claims

Purpose: Use Claims within the governed Knowledge Library workflow.

Sample action: link a controls-savings claim to supporting and challenging evidence.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a reviewable claim-evidence graph.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

12. Project Source Libraries

Purpose: Use Project Source Libraries within the governed Knowledge Library workflow.

Sample action: share selected utility and engineering sources.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a governed project library.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

13. Scholarly Connectors

Purpose: Use Scholarly Connectors within the governed Knowledge Library workflow.

Sample action: search Crossref, OpenAlex, or DataCite for retrofit research.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: candidate sources awaiting review.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

14. Library Discovery

Purpose: Use Library Discovery within the governed Knowledge Library workflow.

Sample action: use library profiles, WorldCat, OpenURL, ILL, and open-access routes.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a lawful access route.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

15. Versioning and Integrity

Purpose: Use Versioning and Integrity within the governed Knowledge Library workflow.

Sample action: supersede a 2025 method with a 2026 edition.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: preserved version relationships and checks.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

16. Collaborative Review

Purpose: Use Collaborative Review within the governed Knowledge Library workflow.

Sample action: request technical and editorial review.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a documented review trail.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

17. Public API and Export

Purpose: Use Public API and Export within the governed Knowledge Library workflow.

Sample action: export bibliography and document records as JSON or RIS.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: structured portable records.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

18. Institutional Collections

Purpose: Use Institutional Collections within the governed Knowledge Library workflow.

Sample action: create a municipal resilience collection.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a controlled institutional knowledge space.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

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 reusable source object
  • consistent formatted citation text
  • an exportable bibliography
  • a source-linked evidence excerpt
  • a reviewable claim-evidence graph
  • a governed project library
  • candidate sources awaiting review
  • a lawful access route
  • preserved version relationships and checks
  • a documented review trail
  • structured portable records
  • a controlled institutional knowledge space

Whole-product verification

  • All 18 documented features are present or intentionally permission-restricted.
  • Every feature accepts its synthetic row or explains why it does not apply.
  • Errors preserve saved state and provide a recovery path.
  • Exports and handoffs retain provenance and version identity.
  • No private, confidential, or secret information appears in public output.

Responsible use

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

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