# Add Sources

Use this when you want Claude to help add company context, manuals, procedures or licensed standards.

## Best Next Sources To Add

1. Company procedures:
   - no-heat triage
   - gas smell or CO alarm office script
   - lockout/tagout and electrical safety procedure
   - combustion safety checklist
   - refrigerant handling checklist
   - documentation and photo standards

2. Manufacturer documents:
   - installation manuals
   - service manuals
   - technical bulletins
   - fault-code references

3. Licensed standards, only when rights are confirmed:
   - CSA B149.1:25
   - CSA B149.2:25
   - CSA B149.3:25
   - CSA C22.1:24 Canadian Electrical Code, Part I
   - CSA B51
   - CSA B52
   - ASME sections used by the company

## Source Intake Questions

Ask the operator:

- What is the source title?
- Who published it?
- What type of source is it?
- What edition and effective dates apply?
- Is it public, company-owned, licensed, user-provided or link-only?
- Are we allowed to store the original file locally?
- Are we allowed to store extracted text, or only metadata and page notes?
- What equipment, jurisdiction or workflow does it apply to?
- Which pages or sections are most useful?

## Folder Pattern

Choose the destination folder:

- `knowledge/company/` for company procedures, call scripts, checklists and documentation standards.
- `knowledge/equipment/` for manufacturer manuals, installation instructions, service bulletins and fault-code references.
- `knowledge/standards/` for licensed CSA, ASME or paid standards when storage rights are confirmed.
- `knowledge/service-history/` for sanitized service cases, known-good fixes and recurring issue notes.
- `knowledge/sk/<discipline>/codes/` for public Saskatchewan statutes, regulations and model code documents.
- `knowledge/sk/<discipline>/guides/` for public Saskatchewan or TSASK advisories, interpretations, rollout notes and technical guides.
- `knowledge/sk/safety/<topic>/` for public cross-discipline safety handouts.

Create one source folder inside the chosen destination with:

- `source.pdf` or the original file, if storage rights allow
- `metadata.yaml`, copying the field layout from an existing source's `metadata.yaml`
- `extracted/full-text.txt` or concise page notes, if storage rights allow

Then add a short entry to `knowledge/MANIFEST.md`.

Use clear folder names, for example:

- `knowledge/company/no-heat-office-triage/`
- `knowledge/equipment/lennox-el296uh-service-manual/`
- `knowledge/standards/csa-b149-1-2025/`
- `knowledge/service-history/carrier-59tp6-pressure-switch-cases/`
- `knowledge/sk/gas/guides/new-tsask-gas-bulletin/`
- `knowledge/sk/electrical/codes/new-electrical-regulation/`

## Rights Rule

Do not copy licensed standards, proprietary manuals or customer information into this folder unless the operator confirms they have the right to store and use it.
