• Knowledge Library
  • About Knowledge Libraries
  • About the Knowledge Library Index
  • Create a Knowledge Library
  • Create a Knowledge Library Index
  • Create custom Knowledge Library properties
  • Create Knowledge Library Index views
  • Link Knowledge Library entries
  • Repackage Knowledge Library entries
  • Update Knowledge Library links

Create a Knowledge Library

The first step in setting up a new Knowledge Library is creating the library itself.

To create a new Knowledge Library:

• On the ribbon, click File | Knowledge Library | New Knowledge Library.

A new document displays that you can begin populating with Knowledge Library entries. Knowledge Library entries are no different from any other document content and can be created the same way. You can fill out the Knowledge Library document with text, tables, graphs, etc., then section off each entry and flag it to populate the Knowledge Library.

To populate a Knowledge Library:

1. Select an area of the Knowledge Library document that you want to add as an entry in the Knowledge Library.
2. On the ribbon, click Home | Section.
3. In the Section dialog, click the Label tab.
4. In the Section Label field, enter a name for the section.
5. In the Description field, enter a detailed description of the entry in the section.
6. Select Knowledge Library Entry.
7. If required, select Include in Section Comparison to include the new section when performing a comparison.
8. If required, select Apply styles after updating Knowledge Library links to reapply any styles to the section after an update. This option does not take the paragraph formatting into consideration when performing a comparison.
9. If diagnostics are loaded into the document, select the diagnostics applicable to the section in the Applicable Diagnostics field. Click OK.

The entry is flagged to populate the Knowledge Library. You can repeat this process for as many sections as required.

Note: You can include headers and footers in your flagged entries by building them into the body of the library itself, rather than through Document | Attach. Even if correctly labeled, entries built outside the main body of the library will not be recognized as linkable content in a CaseView document. In a destination CaseView document however, these areas outside the main body of the document can accept Knowledge Library links in the same way body content does. There are no restrictions in that regard.

After populating the Knowledge Library, save the Knowledge Library document (File | Save). A prompt will display asking if you want to add the document to a Knowledge Library Index. If you are not making use of a Knowledge Library Index, save the Knowledge Library to a central location where staff have, at minimum, read access. Note that changes made to the entries of the library have the potential to affect a large number of live client files. Write access to the Knowledge Library should be limited to the library creators and administrators.