Research Knowledge Platform (Phase 2) - User Guide

Overview

The Research Knowledge Platform extends the Researcher Portal with advanced tools for source analysis, knowledge building, AI-assisted extraction, visualization, and research output packaging. All Phase 2 features are accessed from the Research Dashboard or individual Project pages.

Plugin: ahgResearchPlugin Access: Approved researchers (status = approved)

Navigation

Sidebar Sections

Dashboard Quick Access

The Knowledge Platform card on the Research Dashboard provides one-click access to global features. Project-specific tools (Knowledge Graph, Timeline, Map, AI Extraction) are accessed from each project's page.

Information Object Context Menu

When viewing any archival description (GLAM/DAM), approved researchers see a "Research Tools" section in the left sidebar with links to:

• Source Assessment - Evaluate source reliability
• Annotation Studio - Create W3C annotations
• Trust Score - View computed trust score

Features by Section

Section 2: Source Assessment & Trust Scoring

Source Assessment

URL: /research/source-assessment/{object_id}

Evaluate the reliability and quality of an archival source using structured criteria.

How to use:

1. Navigate to any archival description
2. Click "Source Assessment" in the Research Tools sidebar
3. Fill in the assessment form
4. Save your assessment

Trust Score

URL: /research/trust-score/{object_id}

View the computed trust score for a source, aggregated from all assessments.

Assessment History

URL: /research/assessment-history/{object_id}

View all past assessments for a source, including assessments by other researchers (if public).

Section 3: Annotation & Knowledge Building

Annotation Studio

URL: /research/annotation-studio/{object_id}

Create W3C Web Annotations on archival objects. Annotations can be:

• Text annotations - Notes attached to specific content
• Tags - Keyword labels
• Classifications - Structured categorization
• Links - Connections to other resources

Features:

• Create/edit/delete annotations
• Import/export IIIF annotations
• Promote annotations to formal assertions
• W3C Web Annotation compliant

How to use:

1. Navigate to an archival description
2. Click "Annotation Studio" in Research Tools
3. Create annotations using the editor
4. Optionally promote important annotations to assertions

My Annotations

URL: /research/annotations

Browse and manage all your annotations across all objects.

Assertions (Project-scoped)

URL: /research/assertions/{project_id}

Formal scholarly claims attached to a research project. Assertions are more structured than annotations and can be:

• Linked to evidence (sources, annotations)
• Reviewed by collaborators
• Included in the knowledge graph
• Tagged with confidence levels

How to use:

1. Open a project
2. Click "Assertions" in the Analysis Tools sidebar
3. Create assertions with evidence links
4. Set confidence levels and tags

Knowledge Graph (Project-scoped)

URL: /research/knowledge-graph/{project_id}

Visual representation of entities, relationships, and assertions in your project.

How to use:

1. Open a project
2. Click "Knowledge Graph" in the Analysis Tools sidebar
3. Explore the interactive graph visualization
4. Click nodes to view details
5. Add new relationships directly from the graph

Section 4: AI-Assisted Extraction

Extraction Jobs (Project-scoped)

URL: /research/extraction-jobs/{project_id}

Use AI to extract entities, relationships, and metadata from archival materials linked to your project.

How to use:

1. Open a project with linked archival items
2. Click "AI Extraction" in Analysis Tools
3. Select items to process
4. Choose extraction type
5. Submit the job
6. Review results in the Validation Queue

Validation Queue

URL: /research/validation-queue

Review and approve AI-extracted entities and relationships before they enter your knowledge graph.

How to use:

1. Navigate to Validation Queue from the sidebar
2. Filter by project, type, or status
3. Review each extracted item
4. Approve, reject, or modify
5. Approved items are added to the project's knowledge graph

Section 5: Visualization & Analysis

Timeline Builder (Project-scoped)

URL: /research/timeline/{project_id}

Create temporal visualizations of events and assertions in your project.

How to use:

1. Open a project
2. Click "Timeline Builder" in Visualization
3. Add events with dates, descriptions, and links
4. Events from assertions are auto-populated
5. Export or embed the timeline

Map Builder (Project-scoped)

URL: /research/map/{project_id}

Create geospatial visualizations of locations referenced in your project.

How to use:

1. Open a project
2. Click "Map Builder" in Visualization
3. Add map points with coordinates, descriptions, and links
4. Location data from assertions is auto-populated
5. Export or embed the map

Network Graph (Project-scoped)

URL: /research/network-graph/{project_id}

Visualize relationships between entities (people, organizations, places) in your project as an interactive network.

Entity Resolution

URL: /research/entity-resolution

Identify and merge duplicate entities across your research. When the same person, organization, or place appears under different names, entity resolution helps you link them.

How to use:

1. Navigate to Entity Resolution from the sidebar
2. View proposed matches (auto-detected or manual)
3. Confirm or reject matches
4. Merged entities update across all projects

Snapshots (Project-scoped)

URL: /research/snapshots/{project_id}

Save point-in-time snapshots of your project state for comparison and reproducibility.

How to use:

1. Open a project
2. Click "Snapshots" in Analysis Tools
3. Create a new snapshot (captures current state)
4. Compare snapshots to see what changed
5. Use snapshots for reproducibility packs

Hypotheses (Project-scoped)

URL: /research/hypotheses/{project_id}

Track research hypotheses with evidence for/against each.

Section 6: Research Output & Reproducibility

RO-Crate Package (Project-scoped)

URL: /research/ro-crate/{project_id}

Export your project as a Research Object Crate (RO-Crate) package. RO-Crate is a standard for packaging research data, metadata, and provenance information.

Package includes:

• Project metadata (JSON-LD)
• Assertions and evidence
• Knowledge graph data
• Linked archival references
• Annotation data

Reproducibility Pack (Project-scoped)

URL: /research/reproducibility/{project_id}

Generate a complete reproducibility package documenting your research process, including:

• Methodology description
• Data sources and versions
• Search queries and parameters
• Analysis steps
• Snapshots of project state

DOI Minting (Project-scoped)

URL: /research/doi/{project_id}

Mint a Digital Object Identifier for your research output via DataCite integration.

Ethics Milestones (Project-scoped)

URL: /research/ethics-milestones/{project_id}

Track ethics review milestones for your research project (IRB approval, consent forms, etc.).

Section 7: Rights & Licensing

ODRL Policies

URL: /research/odrl/policies

Manage Open Digital Rights Language policies for your research outputs. Define how your research data can be used, shared, and cited.

How to use:

1. Navigate to ODRL Policies from the sidebar
2. Browse existing policies
3. Create new policies using the ODRL editor
4. Assign policies to research outputs

Project View — Analysis Tools

When viewing a project, the right sidebar contains three tool cards:

Analysis Tools

Visualization

Research Output

Central Dashboard Integration

The Central Dashboard (/reports/) includes a Research Services row with three cards:

1. Research Services - Dashboard, Projects, Evidence Sets, Journal, Reports, Bibliographies
2. Knowledge Platform - Annotations, Saved Searches, Validation Queue, Entity Resolution, ODRL, Templates
3. Research Admin (admin-only) - Manage Researchers, Bookings, Rooms, Reproductions, Statistics

Saved Search Bridge

When you save a search from the GLAM Browse page (via the "Save Search" modal), it is automatically bridged to your Research Saved Searches:

• Appears in both Saved Searches (general) and Research Saved Searches (with citation IDs)
• Citation IDs are auto-generated in format QRY-{researcherId}-{id}-{hash}
• Alert settings (daily/weekly/monthly) are preserved
• You can manage alerts, view diffs, and take snapshots from the Research Saved Searches page

Security & Access

Related Documentation

• Researcher Portal (Phase 1) - Registration, Collections, Bookings, Annotations, Citations
• GLAM Browse - Browse and search interface
• AI Tools - NER, Translation, Summarization
• Data Ingest - Batch data import