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Reviewing transcriptions

Megan R Brett edited this page Jul 27, 2022 · 6 revisions

Title: Reviewing transcriptions

Why review

Data must be reviewed and approved before it is exported from DataScribe.

DataScribe only exports from approved items; unapproved and invalid values will be null.

Note that approval happens at the item level, not at the record level. However, reviewers can leave notes and feedback at the record level for transcribers.

How to review

The main objective of reviewing an item is to approve items which are ready for export, and to indicate which items need to be revised before they can be included in an export. A reviewer can look through transcriptions in progress at any point, however they may choose to wait until transcribers have flagged an item for review.

Note: reviewers can and should check individual records, but approval and review happens at the item level.

To identify items which need review, you can skim the “Review status” column in the table of items. You can also use the filters for the table to look for the items needing review, using the options under that heading to narrow by items which need initial review, re-review, or those which have an invalid field.

When reviewing an item, reviewers can go into the individual records and take the same actions they would when editing a record normally.

At the item level, reviewers see all records entered for an item, and can take action in the Item Status & Actions drawer on the right side of the window. The top of the drawer has a section for the Item Status - if reviewing, this will likely read “needs review”.

The rest of the drawer holds item actions, which are as follows:

Lock status: starts with a message indicating the most recent lock action, including which user locked the item and the timestamp that they did so. There is a dropdown with the following options:

  • [No change]
  • Unlock
  • Lock to me
  • Lock to transcriber, followed by a list of all transcribers for the project
  • Lock to reviewer, followed by a list of all reviewers on the project
  • Lock to admin, followed by a list of all global admins for the Omeka S installation.

Submission status: starts with a message indicating the most recent submit action, including which user took the action and the timestamp that they did so. There is a dropdown menu with the following options:

  • [No change]
  • Mark as not submitted

Review status: starts with a message indicating the most recent review action, including which user took the action and the timestamp that they did so. There is a dropdown with the following options:

  • [no change]
  • Mark as approved - use to indicate that the item’s records are approved and ready to be exported or otherwise used.
  • Mark as not approved - indicates that there are issues with the item or records.

Priority status: starts with a message indicating the most recent priority action, including which user took the action and the timestamp that they did so. You can sort by priority when looking at all items. There is a dropdown with the following options:

  • [no change]
  • Either “Mark as prioritized” or “mark as not prioritized”, depending on the current status of the item.

Transcriber notes: any notes from the transcriber will appear here.

Reviewer notes: reviewers can leave notes for the transcriber here.

Flagging records during review

Note that a reviewer can at any point go into a record and take any normal edit action, such as flagging a record as “needs work.”