Posted by Naomi Joanis · Mar 12, 2021 at 5:29 PM

Knowledge Center Content

Morgan

,

We wanted to provide you with the outline of content that we created for the knowledge center to help your team plan for this over the next coming weeks. Our plan was for Industrial to only finish the key articles for new features that may be tougher for your team to write out such as Session Tracking ("How to track time in ISLG to a session "), Notifications ("How to start receiving notifications"), and ISLG Report articles ("Understanding Individual vs. Comparative Reports ").

We can also be available for any additional support your team may need as well to write these!

This was the original plan for that content for your team to be aware of:

Required Content

Account Settings, Group Management and Notifications
- Subcategory: Group Management
  - Managing your group's session tracking settings (Reviewed by ISLG, Populated on CMS)
  - Notepad and Document Comparison group settings
  - Adding, editing and deleting users from your group (Reviewed by ISLG, Populated on CMS)
  - Viewing your group members session details (Reviewed by ISLG, Populated on CMS)
- Subcategory: Notifications
  - How to start receiving notifications (Reviewed by ISLG, Populated on CMS)
  - Managing your notification preferences
  - How to view your followed topics (Reviewed by ISLG, Populated on CMS)
- Subcategory: Account Settings
  - Editing communication preferences (Reviewed by ISLG, Populated on CMS)
  - Edit your account information (Reviewed by ISLG, Populated on CMS)
  - Change your password
  - Manage clients and subject matters
- Subcategory: Dashboard
  - Optimizing the dashboard view
  - Viewing thirty-day history of new additions to ISLG
Document Libraries
- Subcategory: Disputes Library
  - Dispute Document advanced filters
  - Overview of Disputes Library
  - Dispute Document basic filters (Reviewed by ISLG, Populated on CMS)
  - Finding a specific document in the Dispute Document Library
  - Overview of Dispute Detail View (Reviewed by ISLG, Populated on CMS)
  - Overview of Dispute Document View (Reviewed by ISLG, Populated on CMS)
  - Following a dispute or dispute document (Reviewed by ISLG, Populated on CMS)
- Subcategory: Treaties & Rules Library
  - Finding a specific document in the Treaties and Rules Library
  - Overview of the Treaties and Rules Library (Reviewed by ISLG, Populated on CMS)
  - Overview of the Treaty/Rule Document View
Research tools
- Subcategory: Article Citator
  - Getting started with the Article Citator (Reviewed by ISLG, Populated on CMS)
  - Following a legal instrument (Reviewed by ISLG, Populated on CMS)
  - Using the Article Citator in a document view (Reviewed by ISLG, Populated on CMS)
- Subcategory: Subject Navigator
  - Getting started with the Subject Navigator (Reviewed by ISLG, Populated on CMS)
  - ~~Searching in the Subject Navigator~~
  - Using the Subject Navigator in a document view (Reviewed by ISLG, Populated on CMS)
  - Adding an excerpt from the Subject Navigator to your notepad
  - Following a subject (Reviewed by ISLG, Populated on CMS)
- Subcategory: Jurisprudence Citator
  - Getting started with the Jurisprudence Citator (Reviewed by ISLG, Populated on CMS)
  - Following dispute document references (Reviewed by ISLG, Populated on CMS)
  - Using the Jurisprudence Citator in a document view (Reviewed by ISLG, Populated on CMS)
  - Understanding the Jurisprudence Reference counter (Reviewed by ISLG, Populated on CMS)
  - How to follow a decision or award
- Subcategory: Publication Citator
  - Getting started with the Publication Citator (Reviewed by ISLG, Populated on CMS)
  - Following a publication (Reviewed by ISLG, Populated on CMS)
  - Using the Publication Citator in a document view (In Progress)
- Subcategory: Terms & Phrases
  - Getting started with the Terms & Phrases tool (Reviewed by ISLG, Populated on CMS)
  - Using the Terms & Phrases tool in a document view
  - Following a term or phrase
Session Tracking
- How to track time in ISLG to a session (Reviewed by ISLG, Populated on CMS)
- How to add clients/subject matters
- Editing session time
- View session details (Reviewed by ISLG, Populated on CMS)
Searching
- Subcategory: Full Text Search
  - Getting started with the Full Text Search tool (Reviewed by ISLG, Populated on CMS)
  - Using advanced filters
  - Using basic filters
  - Viewing & refining Full Text Search results (Reviewed by ISLG, Populated on CMS)
- Subcategory: Global Search
  - Using the Global Search tool (Reviewed by ISLG, Populated on CMS)
ISLG Reports
- Getting started with ISLG Reports (Reviewed by ISLG, Populated on CMS)
- Understanding Individual vs. Comparative Reports (Reviewed by ISLG, Populated on CMS)
- Find a report on a specific person, organization, country or dispute (Reviewed by ISLG, Populated on CMS)
- Understanding Enhanced Profiles (Reviewed by ISLG, Populated on CMS)
- How to filter data in a report
- How to share a report
- Build and save a custom report
Notepad and Document Comparison
- Subcategory: Research Notepad
  - Getting started with the Research Notepad (Reviewed by ISLG, Populated on CMS)
  - How to share a research topic
  - Add a topic to your Research Notepad
  - Edit and delete research topics
  - Searching, sorting and filtering within a notepad topic
- Subcategory: Document Comparison
  - Getting Started with the Document Comparison Tool (Reviewed by ISLG, Populated on CMS)
  - Comparing by shared references
  - Creating a comparison group
  - Edit and delete comparison groups
  - Reordering document comparison group
FAQ’s
- What documents are available in ISLG?
- How to view if my document exists in another language?
- How to get notified about new content added to ISLG?
- How to set up a free trial account?
- What distinguishes Investor-State LawGuide from the traditional tools and practices used to research international investment treaty law?
- How much does a subscription cost?
- How much does the Notepad Feature cost?
- How do I subscribe to ISLG?
- How do I get more information on using ISLG?
- What is auto-IP authentication?
Getting Started
- Understanding the Research Tools (Reviewed by ISLG, Populated on CMS)
- Using Actions Menus (Reviewed by ISLG, Populated on CMS)
- Changing the views (Card view vs. compact view)
  - Document Reference Card View
  - Article Citator Card View
  - Publications Citator
  - Jurisprudence Citator Card View
  - Dispute Card View
  - Treaty Card View
  - Arbitration Rule Card View
- Accessing a different version of the application (Reviewed by ISLG, Populated on CMS)
- An overview of ISLG
- Join a free training webinar
- Set up a free personal training session

More information here: https://docs.google.com/document/d/1v0YgOERjYcDwH0PHDvDnKwZhGTqF7h5akbgnX4irVQ8/edit#heading=h.7uc2mvxefxtt

Comments & Events

Morgan Maguire, CEO

Naomi

,

Thanks for the outline above. Understood regarding the highlighted sections, and who needs to do what. However, could you confirm the status of all the non-highlighted sections. Are all these sections outstanding?

Thanks,

Morgan

Mar 12, 2021 at 9:41 PM Notified 3 people

Naomi Joanis, UX Team Lead

Morgan

,

Yes those articles are outstanding and are yet to be written.

Thanks,

Naomi

Mar 12, 2021 at 10:24 PM Notified 4 people

Morgan Maguire, CEO

Ok. Sounds good,

Naomi

. Thanks for clarifying.

Morgan

Mar 12, 2021 at 11:54 PM Notified 4 people

Melissa Cowell, General Manager

Morgan

Just wanted to check in regarding the status of the knowledge centre content.

I'm not sure your team will have much time to dedicate to this ahead of launch. Would you like us to do some additional articles to cover pages linked to directly from the application? We would focus on providing at least overview content for these key pages.

Also, we recommend that we get anything with an existing draft into the website and they can be reviewed and updated within the CMS.

If this sounds good to you, I will provide you with an updated list and provide links to articles to be reviewed within the CMS.

Mel

Mar 26, 2021 at 2:31 PM Notified 6 people

Morgan Maguire, CEO

Melissa

,

Yes, time is going to be limited on our side to get this work completed. Anything you can do to help would be appreciated. However, I'm conscious of budgetary constraints. Perhaps you could workout with

Savannah

what's possible with little hours we have left to allocate.

Note I have the following articles pending my review:

I'll ensure these are reviewed and confirmed this weekend, but please let me know if there is anything else pending review.

Thanks,

Morgan

Mar 26, 2021 at 3:06 PM Notified 6 people

Naomi Joanis, UX Team Lead

Morgan

,

Just updating per our call this morning that the knowledge centre has been updated with all the written articles, links and text added on category/sub-category pages and dead links removed until the articles are written.

Thanks,

Naomi

Apr 05, 2021 at 10:09 PM Notified 7 people

Morgan Maguire, CEO

Perfect. Thanks

Naomi

. I'll give this a final review this afternoon.

Morgan

Apr 05, 2021 at 10:09 PM Notified 7 people

Morgan Maguire, CEO

Naomi

,

I noticed that the following section is missing a section on the Jurisprudence Citator: https://new.investorstatelawguide.com/knowledge-centre/home/getting-started/understanding-the-research-tools/

Also, could we switch the order according to how they appear in the application:

Overview of ISLG
Subject Navigator
Article Citator
Jurisprudence Citator
Publication Citator
Terms & Phrases
ISLG Reports
Full Text Search

Thanks,

Morgan

Apr 06, 2021 at 3:41 AM Notified 7 people

Naomi Joanis, UX Team Lead

Morgan

,

I've updated https://new.investorstatelawguide.com/knowledge-centre/home/getting-started/understanding-the-research-tools/ to add a section for JPC and re-ordered it according to how they appear in the application.

Apr 06, 2021 at 12:20 PM Notified 7 people

Morgan Maguire, CEO

Perfect. Thanks

Naomi

Apr 06, 2021 at 12:23 PM Notified 7 people

Morgan Maguire, CEO

Naomi

and

Savannah

,

Further to the outline

Naomi

created earlier this year for the Knowledge Centre, we've started to notice the existing gaps in articles available in the Knowledge Centre. Keeping our budget in mind, which limits all Industrial work to 20 hours/month for the remainder of the year, would it be possible to resume work on the module and complete the outstanding articles?

Thanks,

Morgan

Sep 23, 2021 at 7:52 PM Notified 6 people

Savannah Mitchell, Project Manager

Morgan

,

I've talked this over with Naomi and we can certainly accommodate this. We will plan to 15 hours over the course of the month to write these articles and set aside 5 hours for DevIT support and sprint planning meetings. If we get to the last couple days of the month and haven't used the 5 hours for support, we will continue to write articles.

It would be super helpful if you could indicate which articles are high priority for you, and we can start there.

Savannah

Sep 24, 2021 at 4:59 PM Notified 6 people

Morgan Maguire, CEO

Great. Thanks

Savannah

Naomi

, I'll follow up with a list of topics to focus on first.

Thanks,

Morgan

Sep 24, 2021 at 5:43 PM Notified 6 people

Morgan Maguire, CEO

Naomi

,

Following up on above, I've bolded the section that we should focus on next. Let me know if you need any further direction to get started.

Thanks,

Morgan

Sep 25, 2021 at 12:19 AM Notified 6 people

Naomi Joanis, UX Team Lead

Morgan

,

At this point I think I have all I need to get started. I will tag you in the written articles for you and the team to review.

Thank you,

Naomi

Sep 27, 2021 at 12:13 PM Notified 6 people

Morgan Maguire, CEO

Great. Thanks

Naomi

.

Morgan

Sep 27, 2021 at 1:00 PM Notified 6 people

Morgan Maguire, CEO

Melissa

Savannah

and

Naomi

,

Now that we're building out content again within the Knowledge Centre. How difficult would it be to create a keyword search to search through the various articles in the Knowledge Centre?

Thanks,

Morgan

Oct 05, 2021 at 8:21 PM Notified 6 people

Savannah Mitchell, Project Manager

Morgan

,

I've asked our development team about this and will get back to you with a rough estimate.

Savannah

👍

Oct 07, 2021 at 7:52 PM Notified 6 people

Savannah Mitchell, Project Manager

Morgan

,

We would have to build the keyword search to search within custom fields in knowledge centre content type. Typical keyword searches only search through gutenburg editor fields.

There is a plug in called Revelanssi that looks promising:
https://en-ca.wordpress.org/plugins/relevanssi/

We estimate that it would take approx. 27 hours to implement this. Possibly a few more if you were interested in adding filters as well.

If you'd like to chat this through more, I can schedule a call with our team.

Savannah

Oct 13, 2021 at 9:16 PM Notified 6 people

Morgan Maguire, CEO

Thanks

Savannah

Martin

, let's discuss and decide the appropriate next steps on this item.

Morgan

Oct 13, 2021 at 9:18 PM Notified 6 people

Martin Laporte, CTO

Savannah

,

What plugin do we currently use for our Knowledge Center?

-Martin

Oct 14, 2021 at 11:08 AM Notified 6 people

Martin Laporte, CTO

Savannah

,

Following-up on my question above.

Thanks,
--Martin

Oct 21, 2021 at 2:07 PM Notified 6 people

Savannah Mitchell, Project Manager

Martin

,

We don't use a plug in for search right now as there is no search capability on the marketing website as it currently is.

Oct 21, 2021 at 4:32 PM Notified 6 people

Martin Laporte, CTO

Savannah

,

I am interested in knowing the plugin used for the Knowledge Center.

Thanks,
--Martin

Oct 21, 2021 at 9:18 PM Notified 6 people

Savannah Mitchell, Project Manager

Martin

,

I've confirmed with our developer that, in general, we did not use a plug in for the knowledge centre. Please let me know if I am misunderstanding your question.

Savannah

Oct 25, 2021 at 7:19 PM Notified 6 people

Morgan Maguire, CEO

Naomi

,

Would it possible to update of the content headings above to get an inventory on what's still missing from the Knowledge Center?

Thanks,

Morgan

Nov 01, 2021 at 5:34 PM Notified 6 people

Naomi Joanis, UX Team Lead

Morgan

,

Please see the updated list above.

Thanks,

Naomi

Nov 03, 2021 at 1:25 PM Notified 6 people

Morgan Maguire, CEO

Thanks

Naomi

.

I've highlighted the section in yellow for us to focus on next.

Thanks,

Morgan

Nov 03, 2021 at 11:16 PM Notified 6 people

Morgan Maguire, CEO

Martin

,

Following up on above, given what you've learned about how the Knowledge Centre is setup within the CMS is it possible for us to easily integrate a keyword search that would generate results based on the article titles and text in the articles?

Thanks,

Morgan

Nov 03, 2021 at 11:18 PM Notified 6 people

Martin Laporte, CTO

Morgan

,

I would like to spend a few hours trying to make the Search work, but I am unable to add a plugin even though I have Administrator access.

Savannah

: I was hoping to add a plugin using the "Add New" function under the Plugins group, but the "Add New" option is not there. Could you ask a developer how we could enable it?

Thanks,
--Martin

Nov 04, 2021 at 12:54 AM Notified 6 people

Savannah Mitchell, Project Manager

Martin

,

Unfortunately, we cannot give access from the Wordpress admin panel to add plugins because our git repository would not be the same as the website version on production and that can result in conflicts.

In order for you to install a plugin, we would have to give you access to our git repository and and show you how to add plugins using composer install, commit your work, etc. We don't usually recommend this.

We can take a look at the plugin you are considering and potentially do the install for you.

Savannah

Nov 09, 2021 at 9:59 PM Notified 6 people