Verify & handover
Confirm that knowledge you added is actually reaching answers, and write down what the next person needs when you hand a project over.
ExpertAdding knowledge and having it reach answers are two different things. After you upload a document, connect a data source or write up a repair in the journal, it is worth a short check before you move on. And when you stop curating a project, the next person needs to know what you were keeping in your head.
Verify your knowledge is live
The simplest check is to ask Edmund a question you already know the answer to, then look at where the answer came from. You are not testing whether Edmund is clever; you are testing whether the source you just added is the one it draws on.
Pick a fact that lives only in the source you just added — a torque value from a manual you uploaded, a fault you logged in the journal, a reading that comes from a connected data source.
Open the project and ask Edmund a question whose answer is that fact.
Read the answer, then open the citation it gives. Confirm it points at your source — the right document and page, the right journal entry, the right data source.
If the answer is right but cites a different source, or has no citation, the knowledge is not yet reaching answers the way you expect.
Because you already know the answer, a wrong or uncited reply is easy to spot. A document still showing No text in the documents list, for example, will never be cited no matter how good the file looks. See Documents for how to read that status and fix it.
Run the same check after any larger change — a batch of uploads, a new data source, a reworked suggestion set. One known question per source is enough.
Handover checklist
When you leave or rotate off a project, the knowledge stays but the context goes with you. Record these so the next curator can pick it up cold:
- Which projects you curate, and for each one, what kind of knowledge you keep current.
- The journal conventions you follow — how you name faults, what a complete entry looks like, anything you do consistently so entries stay searchable.
- The suggestion sets you maintain, and the thinking behind them.
- Who owns each data-source connection — the person to contact if a connection breaks or its credentials need to change.
Data-source connections often depend on credentials only one person holds. If that is you, name a replacement owner before you go, or the connection can quietly stop returning data after you leave.