Project 5: Indexing

After you have clicked Index, the record batch is opened for you to work on. If you decide you'd rather not index that batch, follow the instructions in Choice C below. If a notice appears that the batch has already been partially indexed, your task is to review the work done so far and complete the batch.

1. Read through the Project Instructions dialog. It has important information to help you succeed with indexing your selected batch. Remember to scroll down to the end of the dialog to see all the instructions. There may be links that show helpful examples of indexed records.



Note : If there are differences between project-specific instructions and the Guidelines, follow the project-specific instructions.

1. In the open batch, read the Project Instructions for Step 1: Images, select a Yes/No value, and click Next. You will need to do this for all images in the batch. To get help for a field you are currently editing, click the purple question mark icon.
2. Fill in each of the fields in the left side of the screen—or at least the required ones (marked by asterisks). Use the Field Help question mark icon (purple) whenever needed, and click and drag the image to move it around when needed.
3. If needed, click the plus icon to zoom in, or the minus icon to zoom out. You can also zoom smoothly by using the scroll wheel on the mouse.
4. If needed, click the adjustment icon to rotate the image to the left or right, or adjust the brightness or contrast, or display reference images.
5. If a field or record is blank or unreadable, click the corresponding icon in the Toolbar (top of the window) to mark it as such. To understand the other icons in the Toolbar, hover over them for descriptions.
6. For more information, be familiar with the options in the Data Entry menu (Form, Table, Column, or Row Entry; International Characters; Show Toolbar; Show Ruler; Show Reference Images) and the Help menu (Field Help, Project Instructions, Basic Indexing Guidelines, Keyboard Shortcuts, Help Resources, Open Shared Batch, Share Batch, Labs).
7. When you have finished entering the data for the record, and if there are more records shown on the image, click New Record and repeat the data entry process for each record in the image.
8. Add data for each record, in each image, until you have finished the last one in the image. If there are multiple images in the batch, click Next image and index each record in all the images. You can scroll between images at the bottom of the screen.
9. If you need to exit the batch before finishing, click the back arrow in the upper left. Your work will be saved for when you resume indexing.
10. Click Next—Quality Check to check the accuracy of your data. Correct any errors that have been found, and then click Submit Batch. You can then open a new batch to work on (either a similar batch, or return to Web Indexing).

1. To return a currently batch so someone else can work on it, click Batch (upper menu) and select Return Batch.
2. To return a closed batch or multiple batches,
   a) Go to the My Batches screen and click Manage;
   b) Select each unwanted batch; and
   c) Click Return (number) Selected Batches. The entries you selected are now removed from your My Batches list.

The Progress area below My Batches has a graph that shows the number of records you have indexed over time.

1. Click the link next to Target to set a goal for the number of records to index.
2. To change the timespan, click Month and select Quarter, Year, or All-Time.
3. To view the number of records in the previous month, quarter, or year, click Current and select Previous.
4. To switch to a list view of your indexing projects, click the Projects button.