A custom library holds approved facts that don't fit one of the ready-made templates, such as fund performance figures, product claims or award wins. You define the columns yourself, and Warrant checks your content against the records whenever you scan. This article walks through building one from scratch. For an overview of libraries, templates and how records are checked, see Brand Portal Libraries.
Before you start
Creating and editing libraries is for admins and for users whose role includes Manage Brand Portal. Everyone else who can view the Brand Portal can browse libraries and their records.
Open the library builder
In the left sidebar, open Brand Portal, then Libraries.
Click Blank library at the end of the template cards, or click New Library at the top of the page.
The builder takes over the screen and has three steps. Nothing is saved until you finish. To leave without creating anything, click Discard & exit in the top right, or Cancel on the first step. You can press Enter to move from one field to the next and on to the next step.
Step 1: What are you keeping track of?
Under Template, select Custom Library.
In In a line, what is it?, describe the library in one sentence, for example "Approved fund performance figures we quote in marketing". This becomes the library's description, and it guides the AI if you draft the columns from a document (see below).
Under Name & icon, type the library's name and click the icon button to pick an icon or any emoji. The preview beside it shows exactly how the library will look in the sidebar and on the Libraries page.
Check What it brings. A custom library starts with finding severity Medium, expired records Flagged, claims with no record Flagged and variants Off. Click Edit these to jump straight to those settings, or change them in step 2.
Optionally, use Start from a document? to have Warrant set up the columns for you (see the next section).
Click Next: columns. A name is required before you can move on.
Let Warrant draft the columns from a document
Start from a document? is only offered for a custom library, and it is optional. Drop a sample file onto the card, click it to browse, or click A file in Warrant and choose Draft from this file to use a file already in your Library.
A spreadsheet (Excel or CSV): its header row becomes the columns, and its rows are imported as records as soon as you create the library. If you haven't named the library yet, it takes the file's name.
A PDF, Word or text file: the AI reads it and proposes the columns, using your one-line description as a guide. It can also fill in the name (if you left it blank), the description and the AI prompt.
Either way, the result replaces any columns you had, and you can review and change everything on the next step. The sample file itself is not added to the library. Drop another file to redraft.
Step 2: Columns
Every record already has a name, a summary, scope (products, geography and channel) and effective and expiry dates. The columns you add here sit on top of those.
Type a column name in the box at the bottom, for example "Verified figure".
Pick its type from the list beside it:
Text: a short value, such as a fund name or source.
Long text: a paragraph, such as methodology or usage rules.
Date: for example an as-of date.
Number: a figure.
Dropdown: a fixed set of choices.
URL: a link.
File: an uploaded document or image.
Click Add, or press Enter, to add it. Repeat for each column.
For a Dropdown column, type each choice in the Options box under it and press Enter after each one.
To change a column's type later, pick a new one from its list. To remove a column, click the trash icon on its row. Every column you add appears in the library's table and is included in the AI check.
Set up the AI check
Open Advanced under the columns. Its summary line shows the current settings at a glance.
AI check: when on, content is checked against this library's records. Turn it off to store records without checking them.
Severity: choose High, Medium or Low for the findings this library raises.
Flag expired records: flag content that relies on a record whose expiry date has passed.
Flag records with no record: flag a fact of this library's kind that none of your records backs, so you can add it to the library straight from the finding.
Variants: allow approved variants of a record, such as a version for a specific channel, audience or product.
AI Prompt: the instructions the checker follows, such as what counts as a mismatch and which qualifiers must accompany a claim. For a custom library Warrant writes this for you from your columns and keeps it up to date as you change them (it reads Written from your columns). Once you edit it yourself it reads Edited, and you can click Rewrite from columns to go back to the automatic version.
Click Next: records when you're done.
Step 3: Records, then create the library
This step is optional. To bring records in now, drop an Excel or CSV file onto the card or click it to browse.
Warrant matches the sheet's header row to your columns and shows a preview. Headers that don't match a column are struck through, and their values are left out.
Click Add it as a column (or Add them as columns) to keep that data by adding matching columns.
Click Remove this sheet to start again, or drop another sheet to replace it.
Click Create followed by your library's name to finish. If you imported a sheet, the library opens with your records in it. If not, it opens with the Add dialog ready for your first record.
Add records
Open the library and click Add Record. The button, like several labels in the library, uses your library's word for a record, which is "Record" unless the AI suggested another when it drafted your columns. You can:
On the Upload tab, drop a document or spreadsheet. A PDF or Word file is read by the AI, and a sheet that uses the library's columns imports as is. Click download the template for a sheet with the right headers.
Click A file in Warrant, pick a file and click Read this file.
Click Describe it instead, type a sentence about the record and click Fill in.
Open the Manually tab, fill in the form, attach any source documents and click Create Record.
When the AI reads a file or a description, you see Review extracted records. Untick any you don't want, expand a record to edit it, choose whether to attach the source to each record, and click Save.
To add or update many records at once, click Import on the library page and choose a spreadsheet. Warrant shows which rows are new, changed or invalid, and lets you choose whether a row that matches an existing record by name updates it or is skipped.
Change the library later
Open the library and click the settings (gear) button next to Add Record.
Choose Library settings & fields.
On Name & defaults, rename the library or change its icon, then click Next: columns.
Add, retype or remove columns, and change the AI check settings and AI Prompt under Advanced.
Click Save changes, or Cancel to leave without saving.
A column's name can't be changed once it has been added. Records themselves are edited from the library page, not from here. To delete the library, choose Delete library from the same settings menu. Its records then stop being checked against content.
How scans use your library
Once the library has enabled records and its AI check is on, every Library scan, Studio review and add-in scan checks content against them. Findings appear under the library's name and can flag a figure that doesn't match its record, a claim that relies on an expired record, or (if you left that setting on) a claim that no record backs. You can leave a library out of a single scan from Customize Results in the Scan panel. See Brand Portal Libraries for the details.