Quality Control (QC) Online in SobekCM: Full User Guide


Material Information

Quality Control (QC) Online in SobekCM: Full User Guide
Physical Description:
Yellapantula, Suchitra
George A. Smathers Libraries, University of Florida
Place of Publication:
Gainesville, FL
Publication Date:


Subjects / Keywords:
Curator tools
Data migration
Data ingest
Project Management
Collaborative Teams


At UF, each digital / data collection is affiliated with one or more Curators or Program Directors, with collaborative support from the UF Curator for Digital Collections and/or the Digital Scholarship Librarian and/or Digital Development & Web Services.
General Note:
Information on the quality control (QC) application within SobekCM for reviewing materials, assigning table of contents, pagination, divisions, and other enhanced metadata.

Record Information

Source Institution:
University of Florida
Holding Location:
University of Florida
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The author dedicated the work to the Commons by waiving all of his or her rights to the work worldwide under copyright law and all related or neighboring legal rights he or she had in the work, to the extent allowable by law.
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Page 1 of 10 Quality Control (QC) Online in SobekCM 1) H ow to open the Quality Control tool Once the item is opened on the webpage, click on the Quality Control icon in the grey bar which shows up. (Note that the grey bar only shows up for logged in users with appropriate rights .) Fig. 1. Opening Quality Control 2) How to edit Pagination/ Page labels The Pagination field s contain the page name s for the thumbnails/pages of the item. The user can change this name thorough the Page textbox below the thumbnail image. These names could also be auto numbered. ( Refer to the section on Auto numbering below) 3) Division types and names The screenshot below shows the quality control interface. This displays thumbnail views of all the pages in the item, with Page and Division fields below each thumbn ail image. Each thumbnail image corresponds to each page in the document. The Division checkbox, if checked, indicates that this page is the start of a new division type. The division information entered for this page is carried on for all subsequent pages belonging to this division. The Division dropdown indicates the type of the current division. The dropdown list is a controlled list of division types which the user can select from. If the selected division is a nameable division, an additional tex tbox appears below to hold the user assigned name of this division.


Page 2 of 10 Fig. 2. Quality Control view of an item 4) How to Edit Settings a) Changing the thumbnail size By default, the pages are shown as small thumbnails. For greater clarity, these can also be viewed as medium or large thumbnails. The thumbnail size can be changed either through The QC menu bar. Settings > Thumbnail Size >Small / Medium/Large The Small/Medium/Large size rectangular icons on the right of the menu bar Fig. 3. Changing the thumbn ail size b) Changing the number of thumbnails per page


Page 3 of 10 The user also has the ability to change the number of thumbnails displayed on the screen. By default, the first 1000 pages/thumbnails of the item are displayed on the screen. This number can be changed through the Settings option on the menu bar. Settings > Thumbnails per page > 25/50/100/500/1000 If the number of thumbnail selected is less than the total number of pages for this item, the thumbnails are displayed on multip le screen pages, with PREVIOUS and NEXT buttons to navigate between the screen pages of thumbnails. Fig. 4. Changing the number of thumbnails per page c) Auto matic numbering of page labels Page labels which are part of a sequence, like Page 5, or Index ix, can be auto numb ered using the auto matic numbering feature of this tool. For the auto numbering to take effect, make sure that the input name is of the format: Text, followed by space, and then number. The number can be either an integer or a roman numeral (upper or lower case). Entering just a number n (either integer or roman) in the textbox automatically replaces it with Page n. The Auto matic numbering Setting allows the user to auto number pages throughout the item, only within a single division, or not at all. The auto numbering setting can be changed through the Settings option in the menu bar. Settings > Automatic Numbering > No Automatic Numbering/ Within Same Division/ Entire Document


Page 4 of 10 Fig. 5. Setting Automatic Numbering d) Drag & Drop Pages Enabling thi s setting allows the user to grab a page, and drag and drop it to a desired location. This is particularly useful in re ordering pages close to each other. This setting can be enabled/disabled through the Settings option in the menu bar. Settings > Drag & Drop Pages > Enabled, Enabled with Confirmation, Disabled The Enabled with Confirmation option additionally prompts the user for a confirmation before completing the move. Fig. 6. Enabling / Disabling the Drag & Drop Pages feature 5) Moving pages


Page 5 of 10 The drag & drop feature described in the previous section allows the user to move one page. To move multiple pages, or even a single page which cannot conveniently be dragged and dropped, the move cursor control can be used. 1] To move multiple pages, first click on the hand icon on the far right of the QC menu bar. This changes the cursor to the hand symbol 2] This now allows the user to select the page(s) which need to be moved. Ctrl + Shift + Click can also be used to select multiple consecutive pages with a single click. 3 ] Selecting the destination location can be accomplished by clicking on the small left / right arrows now appearing at the bottom, which indicate Before or After that page. OR The destination can also be selected by clicking on the yellow MOVE button at the bottom right of the screen Fig. 7. Moving multiple pages This brings up the preview screen, showing a preview of the final location with d ropdowns to select/change the final location, and buttons to confirm or cancel this move. (Screenshot below)


Page 6 of 10 Fig. 8. PREVIEW Screen while moving pages 6) Deleting pages As in the case of moving pages, there are 2 ways of deleting a page. a) Deleting a single page A single page can be deleted by clicking on the trashcan icon appearing at the bottom right of each thumbnail box on hovering over that box. This then prompts the user for a confirmation before deleting the page.


Page 7 of 10 Fig. 9. a. Deleting a single page b) Deleting multiple pages Multiple pages can be deleted by clicking on the trashcan cursor control icon at the right of the QC menu bar. The user can then select the pages to be deleted by clicking and highlighting in yellow to select the pages, and then cl icking on the yellow DELETE button at the bottom right of the screen. Ctrl + Shift + C lick can also be used to select multiple consecutive pages with a single click.


Page 8 of 10 Fig. 9.b. Deleting multiple pages 7. Uploading new pages To upload new pages within the item, click on the + (plus) icon on the right of the menu bar. This redirects to the Upload page. On the Upload screen, the user can browse to select the image to upload. Multi file upload is supported as well. By default, the new pages are automatically inserted based on the filename. It is hence recommended that the files be named sequentially, typically in a numerical format like 00012. The final page location can later be edited by the user as well. For .TIF files, th e .jpg and thm.jpg derivatives are also generated.


Page 9 of 10 Fig. 10. Uploading new page images 8. Selecting a main thumbnail The main thumbnail cursor control icon at the right of the menu bar allows the user to select/ change/ remove the main thumbnail for the item. The main thumbnail is the thumbnail displayed for the item during searches and browses. To select a thumbnail, click on the image icon on the menu bar. The cursor will change to this image. Then select the page which you want displayed as the main th umbnail. The main thumbnail icon will appear on this page and this change will be reflected on save. To deselect, simply click on the page which was previously set as the main thumbnail. 9. Clear Pagination & Reordering Pages This option, available in the menu bar through Edit > Clear Pagination allows the user to clear all the pagination for the item.


Page 10 of 10 The Clear Pagination & Reorder Pages allows the user to clear all pagination and reorder the pages based on the filename. 10. Adding Comments The comments box at the bottom of the screen allows the user to add relevant comments which are recorded in the internal tracking system with the item history. 11. Save, Complete, Cancel The SAVE option saves all the quality control work done by the user in this session, and rolls the changes up to the main METS file for the item. Saving can be accomplished either through the save icon on the right of the menu bar, or under Resource > Save at the left of the menu bar. Fig. 11. Save opti ons on the menu bar Hitting Complete Saves the item, deletes temporary the temporary METS file once the final changes have been pushed out, and redirects the user to the main item page, where the updated Table of Contents are now visible. The COMPLETE butt on is available at the bottom right of the screen, and also in the menu bar under Resource > Complete Related Resources For additional information on Quality Control, see the SobekC M video on Quality Control and Serial Hierarchy: http://www.dloc.com/IR00003545/00003