Library User Guide

Overview

The Library is a centralized repository of published content shared among all Casenoter users. It provides access to curated legal resources including extracts, links, and documents that have been published by content creators across the platform.

Accessing the Library

Navigate to the Library by selecting the Library option from the left sidebar menu. The Library screen displays all published content available to users.

Library Screen Elements

The Library screen contains the following components:

• Search/Browse Toggle – Switch between Search and Browse modes to find content

• Search Bar – Enter search terms to find specific content

• Content List – Displays published content with the following columns:

  • Name – The title of the published content

  • Creator – The user who published the content

  • Created – The date the content was originally created

  • Updated – The date the content was last modified

Published Content

What is Published Content?

Published Content is material that content creators have made available to all Casenoter users through the Library. Only the creator of content can publish it to the Library.

Published Content includes:

• Extracts – Selected passages or excerpts

• Links – Referenced web resources

• Documents – Uploaded files and materials

Note: Binders are not included in the Library and remain private to individual users.

Content Attributes

Each piece of published content has three key attributes:

1. Content Name – The title of the content

2. Content Description – Details about the content

3. Creator Name – The user who published the content

All three attributes are searchable, allowing you to find content by title, description, or creator.

Viewing Detailed Content

To view the full details of any published content:

• Click on the content item in the Library list

• The Detailed Content screen will display with complete information about the selected item

Searching the Library

The Library Search function allows you to quickly find relevant content.

The Search function allows you to quickly find specific content by searching through key content attributes.

This feature is ideal when you know what you're looking for but need to locate it fast.

How to Search

1. Ensure the Search button is selected (highlighted in teal)

2. Enter your search term in the "Search Library" field

3. Press Enter or click the search icon

What Can Be Searched

The search function examines all Content Attributes:

• Content Name – Searches all words and letters in content titles

• Content Description – Searches all words and letters in content descriptions

• Creator Name – Searches all words and letters in creator names

Search results will display all published content matching your search criteria across any of these attributes.

Search by Name

Find content by searching for its title or name. This is useful when you remember what you called a particular piece of content or know part of its title.

Example: If you saved content titled "Contract Law Overview," you can search for "Contract" or "Overview" to locate it.

Search by Description

Search within the description text of your content. This allows you to find content based on notes, summaries, or details you've added to the description field.

Example: If you added a description mentioning "breach of contract remedies," searching for "remedies" will return content with that term in the description.

Search by Creator (Group and Library Screens Only)

On the Group Screen and Library Screen, you can search for content by the creator's name. This helps you find content created by specific team members or contributors.

Note: This search option is not available on the Home Screen, as all content there has been created by you.

How to Use Search

1. Locate the search bar on the Library Screen

2. Enter your search term – type the name or description keyword you're looking for

3. View results – the content list will filter to show matching items

4. Select content – click on any result to open the Detailed Content screen

Tips for Effective Searching

• Be specific – Use distinctive words that are likely to appear in the content's name or description

• Try variations – If you don't find what you're looking for, try different words or shorter search terms

When to Use Search

Search is most effective when:

• You remember specific words from the content's name or description

• You need to quickly locate a particular piece of content

• You want to find all content containing a specific term or phrase

For broader exploration of content, consider using the Browse function to navigate by Area of Law, Topic, or Keyword instead.

Browsing the Library

Browse mode allows you to navigate through published content using a structured hierarchy rather than searching for specific terms.

The Browse function helps you quickly find content by filtering it through organized categories. This is especially useful when you want to locate specific materials based on their legal context.

How to Browse

1. Click the Browse button to switch from Search mode

2. Navigate through content using the following structure:
   Area of Law → Topic → Keyword

What is Browse?

Browse allows you to filter content using three hierarchical categories that you've previously assigned to your content:

• Area of Law – The broad legal field (e.g., Criminal Law, Contract Law, Property Law)

• Topic – More specific subjects within an area of law

• Keyword – Detailed tags for precise categorization

Browse Navigation

• Area of Law – Start by selecting from your designated areas of law

• Topic – Once an area is selected, view topics within that legal practice area

• Keyword – After selecting a topic, content associated with specific keywords is displayed

This hierarchical approach uses the topic tree as a table of contents, making it easy to explore content organized by legal categories.

Where Can You Browse?

You can use the Browse function on three different screens in Casenoter:

• Home Screen – Browse your personal content

• Library Screen – Browse your library content

The Browse function operates exactly the same way on each of these screens, providing a consistent experience throughout the application.

How to Browse Content

Step 1: Access the Browse Function

From the Home or Library screen, you'll see two options at the top:

• Search – For searching by name or description

• Browse – For filtering by categories

Click or tap the Browse button to begin browsing.

Step 2: Select Your Filters

You'll see three dropdown menus:

1. Area of Law (marked with a red asterisk *) – This is your starting point

   • Click "Choose an Area of Law" to see your available options

   • Select the broad legal category you want to explore

2. Topic (optional)

   • Click "Choose a Topic" to narrow down your results

   • Topics are related to the Area of Law you selected

3. Keyword (optional)

   • Click "Choose a Keyword" for the most specific filtering

   • Keywords provide the finest level of detail

Step 3: View Your Results

As you make your selections, content will automatically filter to show only items that match your chosen criteria. You can use just one filter or combine all three for more precise results.

Setting Up Your Content for Browse

To make the most of the Browse function, ensure your content has the appropriate categories assigned:

1. Open any content item to view its detailed content screen

2. Look for the Area of Law, Topic, and Keyword fields

3. Add or update the relevant categories

4. Save your changes

The more thoroughly you categorize your content, the more powerful your Browse function becomes!

Sorting Content

You can sort the content list by clicking on any column heading. Sorting options include:

• Name – Alphabetical order by content title

• Creator – Alphabetical order by creator name

• Created – Chronological order by creation date

• Updated – Chronological order by last update date

Click a column heading once to sort in ascending order, and click again to reverse-sort in descending order. The active sort column is indicated by an arrow icon.

Content Creator Controls

Who Can Publish Content

Only the creator of content can publish it to the Library. Users can only publish content they have personally created.

Editing Published Content

Content creators have exclusive editing rights for their published content:

• Content Name – Only the creator can edit

• Content Description – Only the creator can edit

• Creator Name – Cannot be edited or removed by anyone, including the creator

• Keywords – Only the creator can add keywords to their published content

Other users cannot edit any attributes of published content.

Keywords

Creators can add keywords to their published content to improve discoverability. These keywords are visible on the published content in the Library and help users find relevant materials when browsing.

Deleting Published Content

Published content is permanent and cannot be deleted by standard users, including the content creator.

Requesting Content Removal

If you need published content deleted or edited:

1. Contact the Casenoter Editor through the Jira Help Desk

2. The Casenoter Editor has deletion privileges

3. Submit your request with details about the content and reason for deletion/editing

Content Visibility

All content published to the Library is visible to all Casenoter users. There are no private or restricted publications within the Library. If you need to keep content private, do not publish it to the Library—keep it in your personal binders instead.