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Table of Contents

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  1. Click on Filter.

  2. The Simple filter section lists the already saved filters. You may select and apply one of the existing filters or create a newfilter.

  3. Click on New.

  4. Add the required criteria such as Domain, Topic, Creation date, or State.

  5. To save the filter for future use, add the Filter name and click Save.

  6. Click Apply filter.

  7. The Artifact list is filtered based on the applied filter criteria. You may also search for an Artifact by Title or Summary.

  8. Select the required Artifact to view the details such as Summary, Content, QnA pairs (FAQs), and Artifact Metadata in Quick View.

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  9. Click on Artifact ID to view the Artifact Detailed view. Here you can review and update the Artifact as required. The screen is divided into below sections:

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  • Artifact ID: The unique sequence number assigned to the Artifact once it is created in Luma Knowledge.

  • Artifact Name: The Artifact name assigned during Artifact creation

  • Status: Indicates the current Artifact status.

  • Summary: Summary added to the Artifact during Artifact creation or created by Luma automatically. Information, in Summary, is used to identify the Ontology of the Artifact

  • Source: This is the base document, URL, or Template used to create the Artifact in Luma Knowledge. If the Artifact is created using a Document or Web URL, you can click on the Source link and view the source document.

  • Domain: This is the Domain that is manually assigned to the Artifact when it is created in Luma Knowledge.

  • Added by: Details of the users who created the Artifact.

  • Added On: Date and Time when the Artifact was created in the system.

  • Upvotes: This indicates the Positive feedback received for the Artifact by the end-user

  • Curation Status: This indicates the Curation status of the artifact. This shows the status of various curation processes that are applicable and executed for the artifact. Click on refresh to view latest status.

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  • Downvotes: This indicates the Negative feedback received from the end-user for the Artifact.

  • Version History: This is the list of the historical versions of the artifact created over time. The Version history is available inside the menu. Click on 'View all Versions' to view the list of all the versions created to date.

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Info

Version History list displays all Major and Minor Artifact versions. If Tenant configuration → Create artifact minor version flag is set to False, Minor versions are not displayed in the list.

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  1. Question and Answer pairs were created for the Artifact.

  2. Metadata identified for each QnA pair- Topic, Action, Subjects, Motivation, Keywords, and Key phrases.

  3. Effectiveness of the QnA , is derived from user’s user feedback - Upvotes, Downvotesupvotes and downvotes. This is available for the QnA pairs created by the Semantic Analysis process.

  4. Source Information used to create the Artifact. This section is available only for Artifacts created using a document. You can select a Q&A and view the segment on the document used to create the Q&A.

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Knowledge Graph

In the section, you can find the graphical illustration of the Topic-Artifact relationship in the Knowledge Graph. It represents the hierarchy path where the Artifact is available in Knowledge Graph. You may click on View in Knowledge Graph to view the Artifact and its Topic Hierarchy in Knowledge Graph.

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Metadata

This section lists the Metadata metadata identified for the Artifact by artifact using the Open AI and Semantic Analysis process. It represents the key critical information (terms or phrases) that describes the Artifact. It enhances the best response for Artifact searches.

If Open AI is enabled, the The tab shows the Key phrases created via Open AI if Open AI is enabled. Click on ‘Show More’ to show the Keywords generated by the Semantic Analysis.

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The Permissions section contains the Groups and Users who have with access to the Artifact. When searching for information in Luma Knowledge, the Artifact is visible and accessible only to users with View permission on the artifact. When an Artifact is created and Published, it is available to all users by default. The OOTB Public group is automatically assigned to the Artifact. You can update the Groups , and Users list as required. Refer to the Manage group for more information.

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Contents

The Contents section is displayed when the artifact is created manually using a template or by uploading a document with the template. The section displays the Artifact fields from the selected template and the added information.

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A Curator periodically reviews and updates the information available in an Artifact, as required. Below are the functionalities available in the Knowledge Store that enables enable information management in the system.

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  1. Select the Artifact and navigate to the Artifact details screen.

  2. In the option, select Checkout. The Artifact is moved to Draft status and opens in Edit mode.

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  3. Click on Edit to edit Artifact details.

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  4. If the Tenant configuration is set to create minor versions on Edit, i.e., Create artifact minor version flag is set to True, a minor version of the Artifact is created.

  5. You may now update the Artifact Name and Summary.

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  6. In case the Artifact source type is Document, you may update the Source document.

    1. Click on Change Source.

    2. Browse the new source document.

  7. You can update the Artifact details in the content section. The section is available for artifacts created manually using a template or by uploading a document with the template.

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  8. Any update to the Artifact details triggers Ontology regenerationretriggers the curation processes. Verify the changes and click on Confirm to continue with the update.

  9. Updates are saved.

    1. The Artifact is added to the parsing queue for Ontology generated based on the updated summary.

    2. If Open AI is enabled, a request is sent to regenerate the Summary, FAQs, and Keywords based on the updated content. The new content generated is added to existing content.

    3. If the Source document is updated, QnA pairs are updated based on the new source document. Luma Knowledge creates new QnA pairs and removes the Obsolete QnA pairs. QnA pairs manually created or updated by the curator are retained.

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  1. Scroll to Question and Answer Pairs and click on the Add Q&A Pair FAQ button.

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  2. Add the new Question and Answer and Click on Add Q&A Pair.

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Luma Knowledge generates metadata for the new Q&A FAQ pair, and it starts appearing in the Q&A pair list.

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  1. Select the Artifact and navigate to the Metadata tab.

  2. Click on Edit to update the metadata.

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    1. To update Topics, you may search and select a topic from the existing topics available in the Knowledge Graph or click on Create to create a new Topic.

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    2. Select the Parent topic, add new Topic details and click Create. The Topic is created in Knowledge Graph and the Artifact is linked to the Topic.

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    4. For Action, Subjects, Motivations, and Key values update metadata phrases.

    5. Update data as required and click on Save Changes.

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  1. Select the Artifact and navigate to the Artifact details screen.

  2. Scroll to Question and Answer Pairs and click on the Edit button.

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  3. You may now update the Question, Answer, or the metadata fields- Action, Subjects, Motivation, and Key Values.

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  4. Update data as required and click on Save Changes. A confirmation message appears confirming the update.

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  1. Select the required Artifact to view the details.

  2. In the version history, select the required version. For an older version, click on See all versions and select the required version from the list.

  3. Click view the details.

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  4. Click on the Version history.

  5. Select the required version and click on the Restore version.

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  6. On the Confirmation message, select Confirm.

  7. The older version of the artifact will be restored. A new version of the artifact is created with information from the restored version, and The artifact state is set to the status of the restored version.

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Info
  • The artifact status is inherited from the restored version. For example, if a Published version of the artifact is restored, the artifact is set to Published. When a Draft version is restored, the artifact status is set to Draft.

  • If a minor version of the artifact is restored and the Tenant configuration is set to create Minor versions, a minor version of the artifact is created with Draft status. Refer to Tenant Configurations for more information.

Publish an Artifact

Once the Artifact's contents of the Artifact are reviewed, it is ready to Publish. Follow the below steps to Publish:

  1. Select the required Artifact to view the details

  2. On the details screen, click on Publish.

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  3. On the confirmation message, click Yes if the Artifact has been updated as per the end-user feedback recommendations received for the artifact.

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  4. A new (major) Artifact version of Artifact is has been created and is available for End Usersend users. If Yes is clicked, the recommendation count is reset.

  5. In case If mandatory metadata, Topic, Subject, and Actions are missing, an error symbol appears next to the Artifact name. In such a case, the Artifact cannot be published. Add the required metadata and retry Publishing.

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  1. Select the Artifact and open the Artifact details screen

  2. In the option, select Retire.

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  3. The Artifact status is now changed to Retire. The Artifact will not appear in any future search results for End Users.

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Info

Only a Published article can be retired. When an Artifact is Retired, related FAQs are also retired.

Delete an Artifact

Once the Artifact is Retired retired and is no longer needed, the Curator can delete the Artifact from the system. Follow the below steps to delete the Artifact:

  1. Select the Artifact and open the Artifact details screen

  2. Select Delete.

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  3. The Artifact is now deleted from the system and does not appear in search results for the End Users.

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  1. Navigate to Knowledge Store and open the required Artifact.

  2. On the Artifact details screen, scroll down to the Permissions tab.

  3. To assign a Group:

    1. On the Groups section, click on Add Group.

    2. On the Groups list, select the required group (s).

    3. Click Add.

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  4. To assign a User:

    1. On the Users section, click on Add User.

    2. On the User’s list, select the required users(s).

    3. Click Add.

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  1. On the Knowledge store, select the artifacts to be exported. You may skip the step if you want to generate a report on all artifacts available in the Knowledge Store.

  2. Select Export Artifacts in the options menu.

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  3. A Report is downloaded on your local machine.

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