Curation properties FAQ

Q: Where do I find the curation properties available for use with iManage Insight+ in iManage Control Center?

A: When curation properties are enabled for a library, the Curation - Core and Curation - Extended tabs on the Properties page show the list of additional fields available on this library.

Q: What is a knowledge library?

A: A library with curation properties enabled is known as a knowledge library.

Q: Can I have more than one knowledge library?

A: Multiple libraries may have curation properties enabled. This is useful when you have separate knowledge libraries for a specific region, country, or industry.

Q: How do I know which of my libraries is a knowledge library?

A: As a best practice, knowledge libraries should be named so that users can easily see that it is a knowledge library, such as knowledge_UK, knowledge_US, and so on.

To confirm if a library has curation properties enabled, browse to the Curation - Core or Curation - Extended tabs on the Properties page. If no properties are displayed for the selected library, curation properties haven't been enabled on the library.

Q: How do I enable curation properties for an iManage library?

A: This must be performed by iManage. To enable curation properties for a library, contact your iManage Customer Success Manager or submit a request to the Customer Success Operations team on Help Center.

About curation lookup and taxonomy properties

For the following curation lookup and taxonomy property types, the end user selects a value from a list of predefined values.

  • curation.knowledge_type

  • curation.taxonomy1-5

The list of values must be defined by you, the administrator, in iManage Control Center.

To add or modify the values for these lookup and taxonomy properties, refer to the following instructions:

NOTE:

The following lookup properties have predefined values that cannot be modified:

  • curation.language: This property is used to identify the language(s) of a knowledge document. To view the complete list of languages, select the property in iManage Control Center.

  • curation.state: This property is used to track the status, or state, of a knowledge document.

About curation user properties

The values for the following user properties are predefined from the list of users in the system. These properties are used within iManage Insight+ workflows:

  • curation.approver

  • curation.knowledge_owner

  • curation.submitter

Curation property reference

The following tables list the properties available for use with iManage Insight+.

Curation - Core properties

Property ID

Data Type

Description

curation.is_maintained

Boolean

Whether or not the document is actively maintained. This allows users to see what content is regularly updated and "owned" by the knowledge team.

curation.last_review_date

Date

The date when the maintained document was last reviewed.

curation.next_review_date

Date

The date when the maintained content is scheduled for review again.

curation.submit_date

Date

The date when the document was submitted for curation.

curation.knowledge_type 

Lookup multi-value

The type of knowledge document, for example:

  • Precedent

  • Style: a starting point for a first draft; centrally created and authorized.

  • Example: for reference only; has not been processed centrally.

curation.language 

Lookup multi-value

This property is used to identify the language(s) used within a knowledge document. To view the complete list of languages, select the property in iManage Control Center.

NOTE: These values are predefined in iManage Work for consistency. Values cannot be added or disabled.

curation.state

Lookup single-value

This property is used to track the status, or state, of the knowledge document:

  • In_Draft

  • Submitted

  • Rejected

  • Published

  • Retired

  • Unpublished

NOTE: These values are predefined by iManage for consistency. Values cannot be added or disabled.

curation.submitted_doc_id

Text

A unique identifier populated for documents stored in a knowledge library. This follows the standard document ID format: <LibraryName>!<DocNum>.<Version>

curation.approver

User lookup multi-value

Name of the persons who approved the document.

curation.knowledge_owner

User lookup multi-value

Name of the persons responsible for maintaining the knowledge asset.

curation.submitter

User lookup single value

Name of the person who submitted the document for review.

Curation - Extra properties

Property ID

Data Type

Description

curation.taxonomy1-5

Taxonomy multi-value

Helps the user understand the context of the document, and in which circumstances it should be used. Sample recommendations include:

  • curation.taxonomy1:
    Legal topic: Allows users to see things relevant to specific sub-topics they deal with within their practice areas.

  • curation.taxonomy.2:
    Jurisdiction: Allows users to determine whether the document applies to their jurisdiction.

  • curation.taxonomy.3:
    Court, tribunal or regulator: Allows users to see content that relates to a particular court, tribunal, or regulator.

  • curation.taxonomy.4:
    Industry: Allows users to see content that relates to a particular industry.

  • curation.taxonomy.5:
    Client role: Helps the user understand the context of the document, and in which circumstances it should be used.

curation.drafting_notes

Text extra long

General notes included while under review.

curation.mini_summary

Text long

Provides more context about the document, and gives a key summary of what the document is about.

Example: An example of a loan agreement for a complex Islamic finance deal from 2019 between Barclays and the Mubadala Development Corporation.

curation.other_noteworthy

Text long

Provides additional useful information about the document.

Example: This is noteworthy because this is the first and only transactions that our firm has advised one involving a suku (Islamic financial certificate) that ensures the lending is compliant with Sharia law.