Beginner45-75 minmetadata schemadocument inventorysource policy
Design a knowledge base for RAG
Information architecture for reliable retrieval.
Prerequisites
- Document collection
- Owner or subject expert
- Basic metadata fields
Step-by-step tutorial
Step 1
Inventory sources
List documents, owners, dates, formats, authority, and access rules.
- Identify owners
- Mark authoritative sources
- Remove duplicates
- Flag sensitive content
Step 2
Design metadata
Metadata lets retrieval respect time, authority, language, jurisdiction, and access rights.
- Date
- department
- language
- document type
- access label
Step 3
Plan maintenance
A RAG system becomes stale unless source updates and removals are routine.
- Assign owner
- Set refresh cadence
- Track deprecations
- Retest after updates
Next steps
- Create a metadata template
- Test metadata filters
- Write an editorial source policy