Tutorial step 6: Create library file

In the sixth step we create a library file as a background document to the original document received

Now the project team member Peter Hansson has to do some work. He has been asked by his project manager, Joan Pactor, to investigate the inquiry from Ann Grossing and prepare a reply.

Peter starts by searching the web for information about the Danish Prime Minister's document problem. He finds relevant information in online versions of two Danish newspapers and on the Danish Radio's web site. He captures the articles in PDF format, since you never know what happens to the online HTML versions, or if you still have access to them after some time.

He then records the articles in cattaDoc as library files. Let's go through the steps for one of these library files, with the ID 1:

  1. Peter logs on to cattaDoc with his username PHC

    Library files can be created in various ways. Peter chooses the Fast library file creation from the search menu.

  2. In the Create library file, he first has to indicate the type of the new library file. He selects 'Article' (not a default document type, but created specifically for CD Development).

  3. He then enters the library file details:
    • Title: "Statsministeriet strammer IT-sikkerheden" (sorry, but it is in Danish)
    • Description: Copies an abstract from the document
    • Document date: "2004-01-02"
    • Author(s): "Jette Elbæk Maressa"
    • Source name: "Jyllands-Posten (Danish newspaper)"
    • Source URL: "www.jp.dk/indland/artikel:aid=2197944:fid=9974/"
    • Cat(egory): "IT Security" (also non-default, but created after installation of cattaDoc)
    • Library: "IT documents"
    • Keywords: Selected from the article
    Finally, he clicks on the Create button and the library file is created with the status 'Recorded'.

  4. Peter uploads the library file from the Upload part in the bottom of the Fast library file screen, and the library file is now available in cattaDoc with the status 'Stored'.

  5. Peter also wants to relate the library file to the project/folder. This cannot be done in the Fast library file screen, so he enters the book display for the library file. Here he can record the relation as a background document.

Peter repeats this for the two other web documents he has found (ID 2 and 3) and has now documented what his reply is based on. That is one of the things library files can be used for.

Fifth part of the tutorial: Create appendix       Seventh part of the tutorial: Create response


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Revised: 2016-01-12