Quality Control - Revision history

Jjcolonnaromano at 15:23, 8 April 2013

2013-04-08T15:23:38Z

←Older revision		Revision as of 15:23, 8 April 2013
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	=Second QC Check=		=Second QC Check=

-	The Recheck takes place in the Completed folder~~, and the content~~ should have been prepped for upload, according to the instructions in [[Preparing_Collections_on_the_S_Drive_for_Online_Delivery_and_Storage]]. Please follow the folder renaming process outlined in [[Scans_folder]].	+	The Recheck takes place in the Completed folder.
		+	* Content should have been prepped for upload, according to the instructions in [[Preparing_Collections_on_the_S_Drive_for_Online_Delivery_and_Storage]].
		+	* Please follow the folder renaming process outlined in [[Scans_folder]].
		+	* A reference guide with materials common to our pipeline and their optimal exposure values. [[Material_exposure_reference_guide_for_Second_QC]]

	==QC Script and Visual Spot Check==		==QC Script and Visual Spot Check==

Kgmatheny at 20:55, 25 February 2013

2013-02-25T20:55:18Z

←Older revision		Revision as of 20:55, 25 February 2013
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	For quality control measures to take during the capture process, see [[Checking Work By Object]]. This page refers to the more formal quality control process that happens in preparation for upload.		For quality control measures to take during the capture process, see [[Checking Work By Object]]. This page refers to the more formal quality control process that happens in preparation for upload.

-		+	=Overview=
-	~~-----~~	+

	The Quality Control (QC) process is iterative, and involves at least 2 staff members.		The Quality Control (QC) process is iterative, and involves at least 2 staff members.
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	See [[Scans_folder]] for instructions on relabeling the Scans folder to show its progress through QC.		See [[Scans_folder]] for instructions on relabeling the Scans folder to show its progress through QC.

-	=QC Check=

		+	=First QC Check=

	Throughout this process, please follow the folder renaming process outlined in [[Scans_folder]].		Throughout this process, please follow the folder renaming process outlined in [[Scans_folder]].
-

	==QC Script==		==QC Script==
		+
	*The script we use in QC can be found on the Share drive here: S:\Digital Projects\Administrative\scripts\qc\ filenamesAndDupes.pl		*The script we use in QC can be found on the Share drive here: S:\Digital Projects\Administrative\scripts\qc\ filenamesAndDupes.pl

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	==Visual Spot Check==		==Visual Spot Check==
-	Once you've run the ~~programs~~ and fixed any problems, please check images.	+	Once you've run the script and fixed any problems, please check images.

	*Open every object folder with Adobe Bridge.		*Open every object folder with Adobe Bridge.
Line 46:		Line 45:

	Please follow the folder renaming process outlined in [[Scans_folder]].		Please follow the folder renaming process outlined in [[Scans_folder]].
		+

	=Second QC Check=		=Second QC Check=

-	The Recheck takes place in the Completed folder, and the content should have been prepped for upload, according to the instructions in [[Preparing_Collections_on_the_S_Drive_for_Online_Delivery_and_Storage]].	+	The Recheck takes place in the Completed folder, and the content should have been prepped for upload, according to the instructions in [[Preparing_Collections_on_the_S_Drive_for_Online_Delivery_and_Storage]]. Please follow the folder renaming process outlined in [[Scans_folder]].

-	A second person reviews only each 20th image (for many-image items) or one image per item. Otherwise, the second person goes through the exact same steps listed above. If errors are found, the person performing the second QC check notifies the supervisor, as this indicates a need for retraining. The supervisor will ensure the entire set of content is reviewed as if in an initial QC check described above. Verify that all necessary files are there, named correctly, and ~~that the folder structure is correct as well.~~	+	==QC Script and Visual Spot Check==

-	===~~Spot check~~ all .xml, .txt, and .xlsx ~~files===~~	+	A second person reviews only each 20th image (for many-image items) or one image per item. Otherwise, the second person goes through the exact same process.
-	* Check all such files for proper filenames and extensions.	+
-	* Open ~~all such~~ files and look for anomalies and inconsistencies, misspellings, and missing data, etc.	+	==Checking Upload Preparation==
-	**Ideally, no additional fields such as "Notes" are in the Metadata file. "Notes" as such should be deleted or moved to the appropriate row in the log.txt file.	+
		+	The person doing second QC also checks to see that the collection has been properly prepared for upload.
		+
		+	* Verify that all necessary documentation is there, named correctly, and that the folder structure is correct as well.
		+	* Check all .xml, .txt, and .xlsx files for proper filenames and extensions.
		+	** order is always like this: coll#.batch#.m0#.[log.]extension
		+	** log files and collection info xml files do not need m0#s
		+	** old-style metadata will also omit the m0#
		+	** for collections without batching, omit the batch number
		+	* Open files (or preview in Windows Explorer) and look for anomalies and inconsistencies, misspellings, and missing data, etc.
		+	** Metadata
		+	*** Make sure the box and folder number are included and correct in the spreadsheet, as they are necessary to linking items into the EAD.
		+	*** Ideally, no additional fields such as "Notes" are in the Metadata file. "Notes" as such should be deleted or moved to the appropriate row in the log.txt file.
	*** Make sure the Format column in the Metadata file has not been altered to the Time format. If a tab delimited metadata file is opened via Excel (especially by right clicking the file and choosing to open in Excel), the format column if like: 3 p., 4 p., etc. Will get interpreted as 3:00 PM, 4:00 PM, etc. If then resaved as .txt, times will have been saved instead of page #s. The way around this is to have Excel open first, choose Open. Open your text file and while you are being interrogated by Excel about how to import, set the Format column as "Text".		*** Make sure the Format column in the Metadata file has not been altered to the Time format. If a tab delimited metadata file is opened via Excel (especially by right clicking the file and choosing to open in Excel), the format column if like: 3 p., 4 p., etc. Will get interpreted as 3:00 PM, 4:00 PM, etc. If then resaved as .txt, times will have been saved instead of page #s. The way around this is to have Excel open first, choose Open. Open your text file and while you are being interrogated by Excel about how to import, set the Format column as "Text".

-	~~Please follow~~ the folder ~~renaming process outlined~~ in ~~[[Scans_folder]]~~. ~~If the~~ content ~~is being passed to a supervisor~~, the directory ~~would be relabeled~~ as ~~Scans_Review_~~#.	+	If errors are found, see below. If everything is hunky-dory, please congratulate the person who performed the work on doing a GREAT job (and tell the supervisor! We love to hear this, and it will be reflected on their annual reviews!) and rename the folder Scans_Store_# (appropriate number in place of the #), and tell the person responsible to go ahead with uploads.
		+
		+	Remember: Results of scripts must be clear, and all content completely approved, before you can relabel the directory as Scans_Store_# (appropriate number in place of the #) and clear the content for upload.
		+
		+	==Errors found in Second QC check?==
		+
		+	Obviously, if errors are found after text exports and MODS files are made, then the Excel file needs to be corrected and the text and MODS files remade.

-	~~Remember: results of scripts must be clear~~, ~~and all content completely approved~~, ~~before you can relabel~~ the ~~directory as Scans_Store_# (appropriate number in place of~~ the ~~#) and clear~~ the ~~content~~ for ~~upload~~.	+	In addition, if errors are found, the person performing the second QC check notifies the supervisor, as this indicates a need for retraining. The supervisor will ensure the entire set of content is reviewed as if in an initial QC check described above.

-	~~Obviously~~, ~~if errors are found after text exports and MODS files are made, then~~ the ~~Excel file needs to~~ be ~~corrected and the text and MODS files remade~~.	+	If the content is being passed to a supervisor, the directory would be relabeled as Scans_Review_#.

-	If everything is hunky-dory, please congratulate the person who performed the work on doing a GREAT job (and tell the supervisor! We love to hear this, and it will be reflected on their annual reviews!) and rename the folder Scans_Store_# (appropriate number in place of the #), and tell the person responsible to go ahead with uploads.

	=Additional Info=		=Additional Info=

Kgmatheny: imported information from Prepping Collection for Upload, and rearranged Second QC section

2013-02-11T16:46:58Z

imported information from Prepping Collection for Upload, and rearranged Second QC section

←Older revision		Revision as of 16:46, 11 February 2013
Line 49:		Line 49:
	=Second QC Check=		=Second QC Check=

-	The Recheck takes place in the Completed folder, and the content should have been prepped for upload, according to the instructions in [[Preparing_Collections_on_the_S_Drive_for_Online_Delivery_and_Storage]]. ~~Verify that all necessary files are there, named correctly, and that the folder structure is correct as well.~~	+	The Recheck takes place in the Completed folder, and the content should have been prepped for upload, according to the instructions in [[Preparing_Collections_on_the_S_Drive_for_Online_Delivery_and_Storage]].

-	A second person reviews only each 20th image (for many-image items) or one image per item. Otherwise, the second person goes through the exact same steps listed above. If errors are found, the person performing the second QC check notifies the supervisor, as this indicates a need for retraining. The supervisor will ensure the entire set of content is reviewed as if in an initial QC check described above.	+	A second person reviews only each 20th image (for many-image items) or one image per item. Otherwise, the second person goes through the exact same steps listed above. If errors are found, the person performing the second QC check notifies the supervisor, as this indicates a need for retraining. The supervisor will ensure the entire set of content is reviewed as if in an initial QC check described above. Verify that all necessary files are there, named correctly, and that the folder structure is correct as well.
		+
		+	===Spot check all .xml, .txt, and .xlsx files===
		+	* Check all such files for proper filenames and extensions.
		+	* Open all such files and look for anomalies and inconsistencies, misspellings, and missing data, etc.
		+	**Ideally, no additional fields such as "Notes" are in the Metadata file. "Notes" as such should be deleted or moved to the appropriate row in the log.txt file.
		+	*** Make sure the Format column in the Metadata file has not been altered to the Time format. If a tab delimited metadata file is opened via Excel (especially by right clicking the file and choosing to open in Excel), the format column if like: 3 p., 4 p., etc. Will get interpreted as 3:00 PM, 4:00 PM, etc. If then resaved as .txt, times will have been saved instead of page #s. The way around this is to have Excel open first, choose Open. Open your text file and while you are being interrogated by Excel about how to import, set the Format column as "Text".

	Please follow the folder renaming process outlined in [[Scans_folder]]. If the content is being passed to a supervisor, the directory would be relabeled as Scans_Review_#.		Please follow the folder renaming process outlined in [[Scans_folder]]. If the content is being passed to a supervisor, the directory would be relabeled as Scans_Review_#.

	Remember: results of scripts must be clear, and all content completely approved, before you can relabel the directory as Scans_Store_# (appropriate number in place of the #) and clear the content for upload.		Remember: results of scripts must be clear, and all content completely approved, before you can relabel the directory as Scans_Store_# (appropriate number in place of the #) and clear the content for upload.
		+
		+	Obviously, if errors are found after text exports and MODS files are made, then the Excel file needs to be corrected and the text and MODS files remade.

	If everything is hunky-dory, please congratulate the person who performed the work on doing a GREAT job (and tell the supervisor! We love to hear this, and it will be reflected on their annual reviews!) and rename the folder Scans_Store_# (appropriate number in place of the #), and tell the person responsible to go ahead with uploads.		If everything is hunky-dory, please congratulate the person who performed the work on doing a GREAT job (and tell the supervisor! We love to hear this, and it will be reflected on their annual reviews!) and rename the folder Scans_Store_# (appropriate number in place of the #), and tell the person responsible to go ahead with uploads.

Kgmatheny: replaced general checklist with link to detailed checklist

2013-02-11T15:17:55Z

replaced general checklist with link to detailed checklist

←Older revision		Revision as of 15:17, 11 February 2013
Line 35:		Line 35:

	*Open every object folder with Adobe Bridge.		*Open every object folder with Adobe Bridge.
-	*~~Verify what you see against what's~~ in ~~the Metadata and the number of scans recorded on Tracking files.~~	+	*Look for the things listed in this [[Quality Control Check \| Quality Control Checklist]]
-	*Check ~~general image quality (cropping, alignment, colors, etc.) Watch for uneven lighting, poor lighting, over-exposure, color alteration, fuzziness, etc.~~	+
-		+
-	~~'''If you are working on a collection in collaboration with someone else or are working on an ongoing collection, mark the items that have been QCed on the QC tab of the Tracking Files sheet.'''~~	+
-		+

	==Prep for upload==		==Prep for upload==
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	==Hand-off==		==Hand-off==
-

	Pass the collection to a coworker so he or she can go through the process again (as the Second QC Check).		Pass the collection to a coworker so he or she can go through the process again (as the Second QC Check).
Line 53:		Line 48:

	=Second QC Check=		=Second QC Check=
-

	The Recheck takes place in the Completed folder, and the content should have been prepped for upload, according to the instructions in [[Preparing_Collections_on_the_S_Drive_for_Online_Delivery_and_Storage]]. Verify that all necessary files are there, named correctly, and that the folder structure is correct as well.		The Recheck takes place in the Completed folder, and the content should have been prepped for upload, according to the instructions in [[Preparing_Collections_on_the_S_Drive_for_Online_Delivery_and_Storage]]. Verify that all necessary files are there, named correctly, and that the folder structure is correct as well.

Kgmatheny: added link for checking work as you go

2012-12-19T16:04:46Z

added link for checking work as you go

←Older revision		Revision as of 16:04, 19 December 2012
Line 1:		Line 1:
		+	For quality control measures to take during the capture process, see [[Checking Work By Object]]. This page refers to the more formal quality control process that happens in preparation for upload.
		+
		+
		+	-----
		+
	The Quality Control (QC) process is iterative, and involves at least 2 staff members.		The Quality Control (QC) process is iterative, and involves at least 2 staff members.

Jlderidder: /* Second QC Check */

2012-12-06T22:13:42Z

Second QC Check

←Older revision		Revision as of 22:13, 6 December 2012
Line 54:		Line 54:
	A second person reviews only each 20th image (for many-image items) or one image per item. Otherwise, the second person goes through the exact same steps listed above. If errors are found, the person performing the second QC check notifies the supervisor, as this indicates a need for retraining. The supervisor will ensure the entire set of content is reviewed as if in an initial QC check described above.		A second person reviews only each 20th image (for many-image items) or one image per item. Otherwise, the second person goes through the exact same steps listed above. If errors are found, the person performing the second QC check notifies the supervisor, as this indicates a need for retraining. The supervisor will ensure the entire set of content is reviewed as if in an initial QC check described above.

-	Please follow the folder renaming process outlined in [[Scans_folder]].	+	Please follow the folder renaming process outlined in [[Scans_folder]]. If the content is being passed to a supervisor, the directory would be relabeled as Scans_Review_#.

	Remember: results of scripts must be clear, and all content completely approved, before you can relabel the directory as Scans_Store_# (appropriate number in place of the #) and clear the content for upload.		Remember: results of scripts must be clear, and all content completely approved, before you can relabel the directory as Scans_Store_# (appropriate number in place of the #) and clear the content for upload.

Jlderidder: /* Second QC Check */

2012-12-06T22:12:55Z

Second QC Check

←Older revision		Revision as of 22:12, 6 December 2012
Line 56:		Line 56:
	Please follow the folder renaming process outlined in [[Scans_folder]].		Please follow the folder renaming process outlined in [[Scans_folder]].

-	Remember: results of scripts must be clear, and all content completely approved, before you can relabel the directory as ~~Scans_QCed_~~# (appropriate number in place of the #) and clear the content for upload.	+	Remember: results of scripts must be clear, and all content completely approved, before you can relabel the directory as Scans_Store_# (appropriate number in place of the #) and clear the content for upload.

-	If everything is hunky-dory, please congratulate the person who performed the work on doing a GREAT job (and tell the supervisor! We love to hear this, and it will be reflected on their annual reviews!) and rename the folder ~~Scans_QCed_~~# (appropriate number in place of the #), and tell the person responsible to go ahead with uploads.	+	If everything is hunky-dory, please congratulate the person who performed the work on doing a GREAT job (and tell the supervisor! We love to hear this, and it will be reflected on their annual reviews!) and rename the folder Scans_Store_# (appropriate number in place of the #), and tell the person responsible to go ahead with uploads.

	=Additional Info=		=Additional Info=

Jlderidder: /* Prep for upload */

2012-12-06T22:12:20Z

Prep for upload

←Older revision		Revision as of 22:12, 6 December 2012
Line 38:		Line 38:
	==Prep for upload==		==Prep for upload==

-	Follow the preparation for upload processes as outlined in [Preparing_Collections_on_the_S_Drive_for_Online_Delivery_and_Storage]. The person performing the recheck for your quality control work is to ALSO verify that these folders are set up properly, and that all necessary files are there and named correctly, before upload scripts are run.	+	Follow the preparation for upload processes as outlined in [[Preparing_Collections_on_the_S_Drive_for_Online_Delivery_and_Storage]]. The person performing the recheck for your quality control work is to ALSO verify that these folders are set up properly, and that all necessary files are there and named correctly, before upload scripts are run.

	==Hand-off==		==Hand-off==

Jlderidder: /* Second QC Check */

2012-12-06T22:12:02Z

Second QC Check

←Older revision		Revision as of 22:12, 6 December 2012
Line 49:		Line 49:
	=Second QC Check=		=Second QC Check=

-	A second person goes through the exact same steps listed above. If errors are found, the team member who did the initial capture should be informed, so he or she can fix them. Those materials should then be put through the QC cycle again. The cycle can be repeated as many times as necessary, until the Second QC Check uncovers no errors or problems.

-	~~This~~ Recheck takes place in the Completed folder, and the content should have been prepped for upload, according to the instructions in [Preparing_Collections_on_the_S_Drive_for_Online_Delivery_and_Storage]. Verify that all necessary files are there, named correctly, and that the folder structure is correct as well.	+	The Recheck takes place in the Completed folder, and the content should have been prepped for upload, according to the instructions in [[Preparing_Collections_on_the_S_Drive_for_Online_Delivery_and_Storage]]. Verify that all necessary files are there, named correctly, and that the folder structure is correct as well.

-	Please follow the folder renaming process outlined in [[Scans_folder]]. This means that if there are problems with images in Scans_Recheck_4, then you document those problems (in an email; cc a supervisor if there's a large quantity of problems or issues -- or serious, or recurring ones, as retraining may be necessary).	+	A second person reviews only each 20th image (for many-image items) or one image per item. Otherwise, the second person goes through the exact same steps listed above. If errors are found, the person performing the second QC check notifies the supervisor, as this indicates a need for retraining. The supervisor will ensure the entire set of content is reviewed as if in an initial QC check described above.
-	Then re-label that image directory as Scans_Check_4 to indicate that it has been returned for repairs to the person who performed the captures. It will need to be rechecked again once the repairs have been made.	+
		+	Please follow the folder renaming process outlined in [[Scans_folder]].

	Remember: results of scripts must be clear, and all content completely approved, before you can relabel the directory as Scans_QCed_# (appropriate number in place of the #) and clear the content for upload.		Remember: results of scripts must be clear, and all content completely approved, before you can relabel the directory as Scans_QCed_# (appropriate number in place of the #) and clear the content for upload.

Jlderidder: /* Second QC Check */

2012-10-17T16:07:30Z

Second QC Check

←Older revision		Revision as of 16:07, 17 October 2012
Line 51:		Line 51:
	A second person goes through the exact same steps listed above. If errors are found, the team member who did the initial capture should be informed, so he or she can fix them. Those materials should then be put through the QC cycle again. The cycle can be repeated as many times as necessary, until the Second QC Check uncovers no errors or problems.		A second person goes through the exact same steps listed above. If errors are found, the team member who did the initial capture should be informed, so he or she can fix them. Those materials should then be put through the QC cycle again. The cycle can be repeated as many times as necessary, until the Second QC Check uncovers no errors or problems.

		+	This Recheck takes place in the Completed folder, and the content should have been prepped for upload, according to the instructions in [Preparing_Collections_on_the_S_Drive_for_Online_Delivery_and_Storage]. Verify that all necessary files are there, named correctly, and that the folder structure is correct as well.

-	Please follow the folder renaming process outlined in [[Scans_folder]].	+	Please follow the folder renaming process outlined in [[Scans_folder]]. This means that if there are problems with images in Scans_Recheck_4, then you document those problems (in an email; cc a supervisor if there's a large quantity of problems or issues -- or serious, or recurring ones, as retraining may be necessary).
		+	Then re-label that image directory as Scans_Check_4 to indicate that it has been returned for repairs to the person who performed the captures. It will need to be rechecked again once the repairs have been made.
		+
		+	Remember: results of scripts must be clear, and all content completely approved, before you can relabel the directory as Scans_QCed_# (appropriate number in place of the #) and clear the content for upload.
		+
		+	If everything is hunky-dory, please congratulate the person who performed the work on doing a GREAT job (and tell the supervisor! We love to hear this, and it will be reflected on their annual reviews!) and rename the folder Scans_QCed_# (appropriate number in place of the #), and tell the person responsible to go ahead with uploads.

	=Additional Info=		=Additional Info=