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Project Manager's Guide

The Content Provider's FAQ describe the life of a Distributed Proofreaders project up to the point at which the image files and text files have been uploaded to the DP server. This document describes everything that happens after that, from the point of view of a Project Manager (PM).

PMs are welcome to do the prep work on their project, or they can choose to manage a project that someone else has prepared.

To become a PM, send an email to lhamilton (Linda).


Contents:


Project Manager's Workflow

See also the DP Workflow Diagram, which gives an overview of how material moves through the site and what the PMs do.

  1. Create the project on the DP website.

    On the main PM page (at the top) is a link to the "Create Project" page. After you create your project, it will be listed on your PM page. Each project has an "Edit Comments" link. HTML is allowed in the comments including links to example pictures. You should be able to use any characters in the comments.

  2. Release the project for proofreading.

    This is done by toggling the "Availability" of the project on the PM's page. The project will be added to the site's queueing system, which tries to ensure an even mix of books in proofreading.

    In particular, it won't allow more than one book by the same author in First Round at the same time. So if you have 4 volumes of a series, all by the same author, you can put them all into 'Waiting to be Released' at once, but the software will only allow one of them in First Round at a time.

  3. Shepherd the project through the site.

    There are 4 main tasks you will need to perform to assure your project runs smoothly through the site. All these tasks are done via the Project Page using the links provided.

    1. Answer proofreader's questions.

      Depending on the project, you may get a lot of questions in the Project Forum thread for the project. If you get a lot of the same questions you may consider modifying your project comments.

    2. Delete duplicate pages.

      Sometimes a page will be scanned more than once in a project. If you have duplicate pages, you can delete the duplicates by using the 'Delete' button on the Project Detail page.

    3. Clear effects of round.

      If a page has not been proofread well, you have the option of clearing the page. This will clear the effects of the round and make the page available again. It will also decrement the page count for the proofreader. You should send the proofreader feedback if you clear pages from your projects.

    4. Bad page handling.

      If a proofreader marks a page bad in the first round, the project will stall until you resolve the report. Click on the 'X' on the project details page for the project and follow the instructions on the screen.


Project Search Page

This page is the default PM page. That is, it is the page that a PM will normally be directed to after signing in and after various other operations. You can also get to it from the other PM pages by clicking on the "Search Your Projects" link near the top of the page.

Matching for fields other than State is case-insensitive and unanchored. So, for instance, 'jim' matches both 'Jimmy Olsen' and 'piggyjimjams'.

If desired, you should be able to select multiple values for State (e.g., by holding down Ctrl).

Project Listings Page

Click on the title of a project to view its details.

The "Pages Left" column of the projects table was removed to speed up assembly of the PM page, and reduce the load on the server. Note that the "Pages Remaining to be Proofread" for a project is still available, on its Project Details page.

Project Detail Page

Add Text+Images from dpscans Account

You can now specify a directory (in the dpscansaccount) from which to add text+images into your project. This means that you are now free to choose the name of the upload directory you create, instead of having to use the project's ID. (E.g., you might choose to give it the same name as the corresponding directory on your local machine.) Of course, the project's ID will still work fine as the name of the directory, and is in fact the default for the Add Text+Images button.

Moreover, the string you type is actually interpreted as a 'path' (relative to the root of the dpscans account), so it can be a directory within a directory. For instance, you may find it convenient to create a personal directory in the dpscansaccount, and then create your project-specific directories within it. (If you do this, it's recommended that you use your DP login name for the name of the personal directory, as that may be an assumed default in the future.)

When you click on the "Add" button, it copies all .png files into the project's directory, adds the page-text files to the project's page-table, and also copies any illustration files to the project's directory.

Delete All Text

The "Delete All Text" link (if present) is now at the very bottom of this page, to lessen the chance of hitting it by accident. This is a temporary measure until a proper "Are You Sure?" prompt is implemented.

Project Manager Preferences

Under the "My Preferences" page linked at the top of most pages on the site, a tab will appear for Project Managing. From this tab, a PM can change several user preferences specific to managing projects. Clicking on the question mark next to each preference setting will pop up a new window which describes each setting in further detail.

 
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