Curation

The process through which certain assets are identified as being part of a particular document set—for example, knowledge and deals.

Curation may also include the process through which assets are submitted by knowledge workers.

Curated document

A document marked out as having special qualities—for example, a knowledge or a deal document. The purpose of curated documents is to allow users to search over a reduced haystack for a particular reason—for example, to refer to a best practices document.

Curation Workflows

Submit: The process of identifying and submitting documents for review.

Curate / Update: The process of reviewing and curating a submitted document.

Publish: The process of publishing a submitted document after review and approval.

Unpublish: The process of unpublishing a document. Unpublished documents can be re-published after necessary updates. An outdated document that is not relevant and after necessary updates can be republished again is a prime use case for unpublishing the document.

Reject: The process of rejecting a submitted document as a Knowledge document after review.

Retire: The process of unpublishing a document in Knowledge library and declassifying it as a Knowledge document. Documents that are retired can’t be published again. A document that is nearing or at its end-of-life is a prime candidate to be retired. Retired documents will continue to be available in iManage Work.

Filters

Filters help narrow down your search results based on document attributes. 

Knowledge Admin

Somebody with responsibility for overall configuration of a knowledge system.

Knowledge documents

Knowledge documents are certain documents that have been curated/recognized as useful assets to be reused in the future. These might be assets created for a specific purpose of knowledge, such as guidance notes or templates. They might be old work documents that’ve been marked as useful reference materials, such as examples or executed contracts.

Knowledge documents are individual documents, grouped together and categorized by metadata.

Knowledge Library

The library that has curation properties enabled and contains curated documents. All submitted documents for curation are saved in the Knowledge library. Depending on whether the user searching for content is a Knowledge Manager or a general user, the content displayed differs.

For example, General users will see only published documents in the Knowledge tab results list, but Knowledge Managers or Admins may see documents that are in a pre-published stage.

Knowledge Manager

Somebody within an organization who has a general role of producing knowledge materials, curating knowledge, supporting knowledge workers with research, and producing thought leadership pieces.

Knowledge Reviewer

Somebody who's responsible for reviewing whether submitted documents should be included in a curated dataset, and/or for adding metadata to submitted documents.

Metadata

Metadata is a general term referring to all information about an object (such as a document).

Metadata Property

The individual pieces of information that together form the metadata are called properties. To put it differently, the collective set of all properties is called metadata. 

Taxonomy

Defining and naming metadata properties so that users understand in plain terms the purpose for each property.