Worked Examples
Knowledge Library: End-to-End Sample Workflow
Complete an all-feature retrofit demonstration in Knowledge Library.
Knowledge Library · How-to Guide
Structured documents, collections, topics, pathways, sources, citations, evidence, claims, scholarly discovery, review, and institutional knowledge.
Purpose
This end-to-end workflow demonstrates every documented Knowledge Library capability through one fictional resilient-community-retrofit case. The objective is not to prove a real-world conclusion; it is to verify the complete product workflow with controlled data.
Prerequisites
- The current product release
- A new synthetic workspace
- The all-feature CSV and JSON
- No production or private information
- Time to review every checkpoint
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
Scenario
A community center is assessing energy, comfort, financing, implementation, evidence, and monitoring needs. Use only the supplied fictional records.
- 1. Foundation Documents: create a stable platform methodology document. Confirm a full-page managed document with original-file link.
- 2. PDF-to-Document: import a product brief PDF while retaining the original. Confirm an editable searchable document and source attachment.
- 3. Collections: group the six guides into a Product Documentation collection. Confirm a browsable collection.
- 4. Topics and Concepts: relate retrofit documents to energy efficiency and resilience. Confirm semantic topic and concept links.
- 5. Research Pathways: build an ordered retrofit planning pathway. Confirm a reusable reading and action route.
- 6. Article Maps: place the six guides in previous/current/next order. Confirm series navigation relationships.
- 7. Source Records: create a bibliographic record for an energy standard. Confirm a reusable source object.
- 8. Harvard Citations: generate an in-text citation and bibliography entry. Confirm consistent formatted citation text.
- 9. Bibliographies: assemble a project-specific retrofit source list. Confirm an exportable bibliography.
- 10. Quote and Evidence Capture: capture a recommendation with page and context. Confirm a source-linked evidence excerpt.
- 11. Claims: link a controls-savings claim to supporting and challenging evidence. Confirm a reviewable claim-evidence graph.
- 12. Project Source Libraries: share selected utility and engineering sources. Confirm a governed project library.
- 13. Scholarly Connectors: search Crossref, OpenAlex, or DataCite for retrofit research. Confirm candidate sources awaiting review.
- 14. Library Discovery: use library profiles, WorldCat, OpenURL, ILL, and open-access routes. Confirm a lawful access route.
- 15. Versioning and Integrity: supersede a 2025 method with a 2026 edition. Confirm preserved version relationships and checks.
- 16. Collaborative Review: request technical and editorial review. Confirm a documented review trail.
- 17. Public API and Export: export bibliography and document records as JSON or RIS. Confirm structured portable records.
- 18. Institutional Collections: create a municipal resilience collection. Confirm a controlled institutional knowledge space.
Save and review
- Save the final workspace under the sample workspace ID.
- Close and reopen it in a clean session.
- Compare every feature result with the sample expected_result field.
- Document unresolved differences and do not hide warnings.
- Export one complete artifact bundle.
- Send one supported handoff to an integration and verify its receipt.
Supported integrations
- Research Librarian
- Decision Studio
- Research Lab
- Catalyst Data
- Product Support Platform
- Platform Core
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
- A complete saved workspace
- A portable export
- A validated cross-product handoff receipt
Verification
- Every CSV feature row has a corresponding saved result.
- The JSON workspace ID and product version are preserved.
- The export can be inspected without temporary browser state.
- The receiving product identifies source, destination, schema, artifact, and review state.
- A human reviewer can reproduce or audit the demonstration.
Responsible use
Respect copyright, licensing, privacy, and access restrictions; discovery metadata does not grant reproduction rights.
Replace synthetic data only with information you are authorized to use, after reassessing licensing, privacy, uncertainty, and review obligations.