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Sources Library

The Sources library is where you import, manage, select, and remove content used by chat and studio generation.

What It Does

  • Import files from your computer
  • Fetch content from connected systems (connectors)
  • Select which sources the AI can use
  • Organize, rename, download, and delete sources

Why It Matters

Source selection controls what the AI can use for grounded responses. Without selected sources, HALO answers from general knowledge rather than your specific content.

Supported File Types

Category Extensions
Documents .pdf, .docx, .txt, .md
Spreadsheets .csv, .xlsx, .xls
Presentations .pptx
Images .png, .jpg, .jpeg, .gif, .webp
Audio .mp3, .wav, .m4a, .ogg
Video .mp4, .mov, .avi, .mkv
Medical Imaging .dcm, .dicom

Adding Sources

Upload Files

  1. In Sources, click + Quellen hinzufügen
  2. Select one or more files from your computer
  3. Wait for upload and ingestion to complete
  4. Imported items appear in the source list

Expected Results

  • Source appears with type icon and timestamp
  • Content is parsed and indexed for search
  • Source is available for selection

Connector-Based Collection

Connectors fetch source suggestions from external systems.

How to Use

  1. In Sources, choose one or more connectors
  2. Click Quellen abrufen
  3. Review listed results
  4. Click Importieren for items you want

Expected Results

  • Imported connector items appear in your source list
  • They can be selected like uploaded files

!!! note Some connector behavior is MVP/mock-backed in this version. Treat it as a guided ingestion layer that can be extended in production.

Selecting Sources

Individual Selection

  1. Click the checkbox next to each source
  2. Selected sources are highlighted

Bulk Selection

  1. Use "select all" checkbox
  2. Or use the dropdown menu for bulk actions

What Selection Affects

  • Chat queries use selected sources only
  • Studio generation uses selected sources for context
  • Source summary reflects selected sources

Managing Sources

Rename

  1. Click the source menu (⋮)
  2. Select Rename
  3. Enter new name
  4. Confirm

Download

  1. Click the source menu (⋮)
  2. Select Download
  3. File downloads to your computer

Delete

  1. Click the source menu (⋮)
  2. Select Delete
  3. Confirm deletion

!!! warning Deleting a source removes it from local project state. This cannot be undone.

Source List View

The source list shows:

Column Description
Checkbox Selection state
Icon File type indicator
Name Source filename/title
Type File extension
Date Import timestamp
Menu Actions dropdown

Troubleshooting

"My file fails to import"

Possible causes:

  • Unsupported file extension
  • Corrupted file
  • Missing parsing dependency

Try this:

  1. Check supported file types above
  2. For audio/video, verify FFmpeg is installed
  3. Try a smaller or simpler file

"Connector returns no results"

Possible causes:

  • Connector not configured
  • No matching content in connected system

Try this:

  1. Verify connector credentials in configuration
  2. Check connector-specific settings

Next Steps

  • Chat — Use selected sources in conversations
  • Studio — Generate outputs from source context
  • Notes — Convert notes into sources
  • DICOM Tools — Anonymize medical imaging files