Documented guidance to help you use the platform confidently.
Review source health, last collection, and any unavailable or unready source. Review search runs, coverage, failure rates, and missing results. Update the Query Portfolio only when irrelevant results appear or reliable new names emerge. Review reputa
Read article ←Review the monthly report and exports before distribution. Review institution members, roles, sessions, and external recipients. Review analysis consumption, token and cost limits, entitlement, and expiry. Review retention policy, deletion previews,
Read article ←Question | Required answer before use Is the source official or approved? | Yes, and it is active and not archived. Is the evidence within scope and period? | Yes, with clear publication date and provenance. Was a review decision recorded? | Yes: acc
Read article ←Problem | What to check Returned to sign-in without a message | Check whether an authentication message appeared, the email and password, and account and membership status. Source active but collection unavailable | Check connector type, collection a
Read article ←Record the page name, time, and time zone. Capture the visible message or state without exposing a password, key, or session file. Write down the evidence, run, or report reference if shown. Explain your most recent action and the expected and actual
Read article ←Term | Definition Institution | A customer workspace, its data, sources, members, and permissions. Query Portfolio | The reference configuration for names, terms, exclusions, and context. Official source | A website, account, or channel explicitly ap
Read article ←May happen automatically when conditions are met | Does not happen automatically Periodic collection from an approved official source configured for scheduling. | Approval of a suggested source. Deduplication and provenance linking under the rules. |
Read article ←Core institution details are saved and correct. Members, roles, passwords, and membership states are ready. The Query Portfolio is approved and includes exclusions and disambiguation context. Only official sources are active; unsuitable suggestions a
Read article ←1. Sign in and confirm your institution and role. 2. Complete the Institution Journey through sources and collection policy. 3. Review the Query Portfolio and official sources. 4. Let periodic collection run under policy, or start an authorized run w
Read article ←The Coverage page shows query health, provider status, and available limits. Review the publisher’s identity before adding a suggested source. No search results do not prove that no relevant content exists.
Read article ←Monitoring starts with an approved scope and defined sources. Review the Query Portfolio and connector health, then search runs and coverage, before interpreting evidence.
Read article ←Preliminary analysis is an assistive proposal. Request final analysis only after a human has accepted the evidence. The result remains subject to review and is not published automatically.
Read article ←