Tools and Features

Research Librarian: Feature-by-Feature Guide

Use every documented Research Librarian feature with sample input and expected output.

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 · Technical Reference

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 is the complete documented feature inventory for Research Librarian version 7.0.0. 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 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.

Feature-by-feature procedure

1. Question Intake

Purpose: Use Question Intake within the governed Research Librarian workflow.

Sample action: ask how a city should compare retrofit options.

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 normalized research request.

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. Scope Gate

Purpose: Use Scope Gate within the governed Research Librarian workflow.

Sample action: keep the request within Sustainable Catalyst research and products.

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 in-scope route or clear boundary.

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. Intent Classification

Purpose: Use Intent Classification within the governed Research Librarian workflow.

Sample action: classify the request as sourcing, calculation, analysis, or decision support.

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 transparent intent record.

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. Knowledge Library Retrieval

Purpose: Use Knowledge Library Retrieval within the governed Research Librarian workflow.

Sample action: retrieve energy-efficiency and decision-method documents.

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: ranked library 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.

5. Product Routing

Purpose: Use Product Routing within the governed Research Librarian workflow.

Sample action: route calculation to Workbench and synthesis to Decision Studio.

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 product sequence with reasons.

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. Source Discovery

Purpose: Use Source Discovery within the governed Research Librarian workflow.

Sample action: identify utility, building, climate, and finance source types.

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 shortlist with provenance expectations.

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. Research Path Assembly

Purpose: Use Research Path Assembly within the governed Research Librarian workflow.

Sample action: build a six-stage retrofit research path.

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 ordered journey.

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. Follow-up Questions

Purpose: Use Follow-up Questions within the governed Research Librarian workflow.

Sample action: ask only for geography and decision deadline.

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 narrower query.

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. Evidence Cards

Purpose: Use Evidence Cards within the governed Research Librarian workflow.

Sample action: show source, relevance, confidence, and limitations.

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: compact evidence 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.

10. Citation Handoffs

Purpose: Use Citation Handoffs within the governed Research Librarian workflow.

Sample action: send selected sources to Knowledge Library or Decision Studio.

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 source handoffs.

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. Saved Journeys

Purpose: Use Saved Journeys within the governed Research Librarian workflow.

Sample action: save the community retrofit journey.

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: persistent route and state.

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. Feedback and Ratings

Purpose: Use Feedback and Ratings within the governed Research Librarian workflow.

Sample action: record that the route helped but lacked procurement guidance.

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 bounded quality signal.

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. Index Health

Purpose: Use Index Health within the governed Research Librarian workflow.

Sample action: confirm indexed record count and timestamp.

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 visible index status.

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. Endpoint Diagnostics

Purpose: Use Endpoint Diagnostics within the governed Research Librarian workflow.

Sample action: distinguish UI, network, backend, and index failures.

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 actionable diagnostic state.

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. Human Review Boundary

Purpose: Use Human Review Boundary within the governed Research Librarian workflow.

Sample action: review suggested citations before relying on them.

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 advisory route rather than authority.

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 normalized research request
  • an in-scope route or clear boundary
  • a transparent intent record
  • ranked library records
  • a product sequence with reasons
  • a source shortlist with provenance expectations
  • an ordered journey
  • a narrower query
  • compact evidence records
  • structured source handoffs
  • persistent route and state
  • a bounded quality signal
  • a visible index status
  • an actionable diagnostic state
  • an advisory route rather than authority

Whole-product verification

  • All 15 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

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

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