World Archives Project: What are the steps to follow for the Review process?

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Single Pass/Review
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Key/Review
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[[File:ReviewScreen.png]]
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What is the difference between arbitration and the single pass/review process?
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1. Download a Review image set. Currently you will see the Arbitration and Review image sets under the Review tab.  Three projects are currently set up in Review mode - Pennsylvania Naturalization Originals, California Railroad Employment Records and California Biographical Collection – Sacramento County Great Register.  Projects that still contain arbitration image sets are denoted with a red asterisk.
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In arbitration you are checking on the differences between what two keyers have submitted and in single pass/review you are checking what one keyer has submitted. This means that instead of reviewing where the differences are you are checking every field.  
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[[File:Downloadscreen.png]]
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Step-by-step instructions:
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2. Open the image set.
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3. Check the form types – just as in keying you will check the form type for each image in the image set.  If the form type is incorrect you will need to click on Change and select the correct form type. 
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1. Download a Review image set. Currently you will see the Arbitration and Review image sets under the Arbitration tab.<br>
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[[File:Changeformtype.png]]
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2. Open the image set.<br>
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3. Check the form types: This step requires that you select the appropriate form type from a drop down list.<br>
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4. Review Fields: Going field by field you will need to “accept” what the Keyer has submitted or enter the correct information. As you move from field to field you will notice the color of the fields change from white to a tan color – this is showing the work you have done.  If you change the entry for a field it will turn purple.
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Match records: Ensure that the keyer has entered all of the information from the record.
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[[File:Purplefield.png]]
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<br>If they are missing a line you will need to add a line, and if they duplicated information you can remove a line. You can also add and remove sections if need be.
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If you enter an option that is not in the dictionary you will still need to F7 to accept it.
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''It is important that you review the record and entries carefully - if you miss adding a line at this stage you will “lose” the Review work you have completed when you come back to the Match Record screen to adjust the number of lines.''
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[[File:F7validation.png]]
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Review Fields: Going field by field you will need to accept what the Keyer has submitted or enter the correct information. You will find that using the F8 key to accept the keyers entry and Ctrl+Right arrow combination to maneuver between records will make this process go more quickly.  
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5. If you need to create a new section click on the line above where the new section should start, then click on the Add Section icon.
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[[File:Addsection.png]]
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Submit the image set.  
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You will see a new pop-up asking about moving the rows.
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[[File:Moverows.png]]
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Note: For projects with more than one image in the image set you will be brought back to the Match Records after completing the Review process for the image so you can complete steps 3 & 4 for each image.
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If you say “yes” you will see the new section with the remaining rows – note in the example below that you will need to enter Header information for the new section.
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[[File:Newsection.png]]
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If you need to remove a section you will see this pop-up – and selecting yes will move the records from the current section to the previous section.
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[[File:Newsectionwarning.png]]
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6. Complete the Review and Submit the image set.
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7. After clicking on the submit confirmation the Feedback Survey will pop up – this will happen for each image set.  Select all of the items that apply.
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[[File:Feedbacksurvey.png]]
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[[File:Missedfield.png]]
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For this image set the keyer consistently missed keying multiple fields.
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8. Once you have submitted your feedback the image set is complete.

Revision as of 17:40, 13 January 2011

Key/Review
File:ReviewScreen.png
1. Download a Review image set. Currently you will see the Arbitration and Review image sets under the Review tab. Three projects are currently set up in Review mode - Pennsylvania Naturalization Originals, California Railroad Employment Records and California Biographical Collection – Sacramento County Great Register. Projects that still contain arbitration image sets are denoted with a red asterisk.
File:Downloadscreen.png

2. Open the image set.

3. Check the form types – just as in keying you will check the form type for each image in the image set. If the form type is incorrect you will need to click on Change and select the correct form type.
File:Changeformtype.png


4. Review Fields: Going field by field you will need to “accept” what the Keyer has submitted or enter the correct information. As you move from field to field you will notice the color of the fields change from white to a tan color – this is showing the work you have done. If you change the entry for a field it will turn purple.
File:Purplefield.png
If you enter an option that is not in the dictionary you will still need to F7 to accept it.
File:F7validation.png

5. If you need to create a new section click on the line above where the new section should start, then click on the Add Section icon.
File:Addsection.png
You will see a new pop-up asking about moving the rows.
File:Moverows.png
If you say “yes” you will see the new section with the remaining rows – note in the example below that you will need to enter Header information for the new section.
File:Newsection.png
If you need to remove a section you will see this pop-up – and selecting yes will move the records from the current section to the previous section.
File:Newsectionwarning.png

6. Complete the Review and Submit the image set. 7. After clicking on the submit confirmation the Feedback Survey will pop up – this will happen for each image set. Select all of the items that apply.
File:Feedbacksurvey.png
File:Missedfield.png
For this image set the keyer consistently missed keying multiple fields.

8. Once you have submitted your feedback the image set is complete.

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