Establish ownership
Inventory the sources your system will depend on. For each source, identify an owner, an update process and the meaning of important fields. Resolve conflicting definitions before combining records.
Carry permissions forward
Search indexes and derived datasets need the same access boundaries as their sources. Associate records with their access metadata and apply that policy during retrieval, including when permissions change.
Plan for change
Documents are edited, moved and deleted. Build incremental ingestion and deletion handling into the pipeline. Measure freshness and retrieval coverage so missing or outdated knowledge can be investigated.
01Understand
02Connect
03Evaluate
04Operate
All engineering notes