Find and Use Resource Library Documents - Article
Summary
The Resource Library gives you a place to return to product information and working guidance before, during and after training. Your available folders depend on the platform’s configuration and your access relationships. Search and bookmarks help you return to a known document; the AI learning assistant (Saga) can help locate relevant information inside eligible indexed material where enabled.
Use this article to:
- Find and download relevant documents
- Keep document bookmarks for repeat use
- Follow an AI answer back to its reference source
- Recognize missing-access and expired-document situations
Open the library and find the right collection
Select Resource library in the main menu. The name may be translated or customized by your organization. Open the relevant category folder and its child category. Some platforms use an additional folder layer to group documents by product or another useful distinction.
The visible folder structure reflects the configured categories. It can also be filtered by Interests in your profile. A training enrollment may establish those interests in your organization’s setup. If a colleague sees more folders, compare the relevant role, organization and interests rather than assuming the files have been deleted.
Search for a known document
Use Search in the current library view to find a file by its filename. Choose descriptive terms such as a product family, manual title or procedure name. This filename search is different from asking the AI learning assistant a question about the document’s contents.
For example, searching for “battery inspection” can help locate a clearly named manual. Asking “Which inspection conditions require escalation?” is a content question for the assistant, where available. The two routes serve different purposes.
Open the document from its title where a preview is supported, or use its download action. PDF titles can open the PDF directly. Other file types may download or open in the application your device uses for that format. A file’s presence in the library does not guarantee that your browser can display it without another application.
Where file-selection and bulk actions are available, select the required files and use Download. Multiple selected files are supplied together as a ZIP package. Choose only the documents you need, especially when the collection contains large manuals or media files.
Keep a personal document bookmark
Where Bookmarks is enabled, bookmark a useful document and return to it through My bookmarks in the Resource Library. This is a personal shortcut to the document, rather than a copy of it or a separate permission grant.
Resource Library bookmarks and training bookmarks serve different purposes. Keep a training bookmark for an offer you want to revisit; keep a document bookmark for a manual or procedure you use repeatedly. A bookmarked document can still become unavailable if its access or expiration changes.
Ask the AI learning assistant a focused reference question
Where the AI learning assistant and the Resource Library are enabled, eligible indexed documents can be retrieved automatically using your permitted relationships. You do not have to paste the complete manual into the chat.
Give the assistant enough context to distinguish similar documents. An illustrative question is: “For the battery-service procedure, where does the manual describe the inspection conditions before a unit is returned to service?” Name the product or procedure when you know it, then use a follow-up question to clarify a specific passage.
Inspect the source references supplied with the answer. A source can be identified as a File from Resource library. Open the reference to confirm the version, context and exact instruction before taking action. For detailed conversational use, see Find Answers and Training with Saga and Use Saga During Training.
Some uploaded formats cannot supply usable indexed text. A scanned document, incomplete extraction or missing access can therefore prevent a useful answer even when another user knows the document exists. An absent answer does not prove that a procedure has no requirement on that subject.
Recognize document currency and access changes
An expired file is no longer downloadable through ordinary learner access and is excluded from the AI learning assistant’s answer sources. Authorized maintainers can retain access for administration. If a familiar document is unavailable, ask the content owner for the current replacement instead of relying on an older local copy.
A download also creates a local copy outside the live library. Before using a previously downloaded SOP, check whether the authoritative collection has a newer version. Your organization’s document-handling rules still apply after download.
Related guidance: Configure and Maintain Resource Library Access and Documents.
Troubleshooting
| Problem | What to check |
|---|---|
| Resource library is absent from the menu | Ask whether the optional feature is enabled and whether your role has access |
| An expected folder or document is missing | Check the category, profile interests, organization relationship and any expiry with the responsible administrator |
| A filename search returns no result | Try the actual filename or a shorter identifying term; filename search does not search every sentence inside documents |
| My bookmarks is absent | Check whether document bookmarks are enabled for the library |
| A bookmarked document no longer opens | A bookmark does not preserve access or prevent expiration; ask for the current permitted document |
| The AI learning assistant cannot answer a detailed question | Confirm document access, supported indexing and a focused question; inspect available sources rather than assuming the answer is unrestricted |
FAQ
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Does Resource Library Search search inside every document?
The library’s file search matches filenames. Saga provides a different route to questions about eligible, supported indexed content where enabled.
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Why can an administrator download a document that I cannot?
Authorized maintainers may have broader access, including a bypass for expired downloads. Learners must use the current document available under their own access rules.