Setup and Configuration

Knowledge Library: Installation and Configuration

Install, configure, validate, and recover Knowledge Library safely.

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 · How-to Guide

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 covers a reversible installation or update of Knowledge Library, 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 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. 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

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

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

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