Knowledge Sources

Knowledge sources are specific content items within collections. These can be created manually or imported automatically and are crucial for thematic or project-based organization.

Creating a Knowledge Source

1. Click on Knowledge Sources in the navigation.

2. Click the + New Source button.

   

   The following displays:

   

   3. Enter a source name in the Name field, relevant for the editor only.

   4. Optionally, provide a URL in the Original Source URL field for reference. This may be used by the content editor to check the origin of the provided information.

   5. Optionally, select the collection(s) to which you want to add this source. You may add the source to more than one collection. For example:

      
   6. Add the content of this source, which is the information you want the source to provide. For example:

      
   7. Click the Create Source button to publish this source, displayed on the top-right of your screen. The following displays:

      
   8. The status Publishing displayed in the image above will change to Published once the knowledge source is published.

      

Importing a Knowledge Source

To import a knowledge source, ensure your CSV file adheres to the prescribed template which includes the following columns: Name, Collections, Content, and Original Source URL.

The structure must be exactly as shown above, regardless of whether the columns contain data.

You can download the template from the link below:

149B

import_template.csv

To import a knowledge source:

1. Click the Import button:

   
2. Click on the Drag and drop area to upload a source:

   

   If you attempt to import a CSV file with an incorrect format, an error message will appear in the Summary section. For example:

   

   Content validation ensures the following:

   • The number of columns is correct.

   • The columns are properly named.

   • There are no duplicate names.

   If the validation is successful, the following screen will be displayed:

   
3. Click the Start import button.

Searching for a Knowledge Source

To search for a knowledge source, click on the Search field shown below, and type the name or a portion of it.

Editing a Knowledge Sources

To edit a knowledge source, simply click on the source you wish to modify; this action will open the editor for you to make changes. Once a change is applied, the Publish button will be enabled. Click Publish to save the changes, or Discard to cancel them.

Deleting a Knowledge Source

To delete a knowledge source, you can either:

• Hover over the knowledge source and click the Trash icon:

  
• Open a knowledge source and click Delete Source at the bottom left of your screen: