What are Relational Libraries?

At a glance:

 

What are Relational Libraries?

Relational Libraries allow users to navigate critical relationships between documents based on the applied metadata in facts. Documents can be related to one or many documents in many different ways, creating complexity when storing them in folders.

Relational Libraries enable the viewing of documents by their related data. Instead of a complicated folder structure, documents can be viewed in a number of different contexts such as Agreements, Wells, Buildings, Owners, Contract Family, Lessor, etc.

 

 

How do I create a Relational Library?

Workspace Administrators can configure Relational Libraries based that will then be made available to all users. A Library will be created around a 'Key Fact' which you can select from a list of existing Facts. No need to add in new data to create relationships between documents, use your existing facts such as Agreement Numbers, Owner IDs, Lessors, and other unique identifiers to relate your documents.

 

How do I navigate to Relational Libraries?

When a Relational Library is setup, an indicator will be shown next to the fact values allowing navigation to see all of the documents with the same Fact value. Additionally, Libraries can be searched by selecting one of the Libraries in the left-hand navigation pane above Bookmarks.

 

Navigate to a Library by Fact Value:

From search results:

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From a document:

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Search in a Library:

Additional information on Library Search is available here. Select which Library to search in on the left, then enter a value to search by. This will return all results that contain the searched string and can be navigated to by selecting one of the results.

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What information can I see in a Library Item view?

A comprehensive view of all documents within a set can be viewed and navigated through to find everything that applies to a particular fact value. In the screenshot below, all of the documents related to Agreement "2025864" can be viewed. Additionally, facts from those documents are rolled up to all be viewed in one place. Show me more ›

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Note: Libraries are currently limited to the first 500 results in that search. This article will be updated with any changes released to the Product.

 

 

If you have any questions or technical difficulties, you can reach out to support@thoughttrace.com

 

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