Contribute documents: Difference between revisions

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<div class="ocr-inbox-slot"><p>Loading document OCR tools… (requires login and the OCR review service).</p></div>

~~This page is the '''site~~-wide inbox~~'''~~ for document OCR~~: upload~~ a scan ~~(image or PDF)~~, ~~review proposed facts~~, then ~~apply only what you confirm — to one soldier or to many from the same document (team rosters, transfer orders, and similar lists)~~.

Site-wide inbox for document OCR. Upload a scan, confirm who it is and what will change, then Apply.

== How it works ==

# '''Log in''' (same as photo uploads).

# Upload a document ~~below~~. OCR runs on the server; nothing is written ~~to a soldier page~~ yet.

# Upload a document. OCR runs on the server; nothing is written yet.

# ~~For a~~ '''~~single~~''' ~~person: review proposed facts (ASN~~, ~~class, dates, rank, biography lines) and confirm~~ the ~~soldier~~ page ~~title.~~

# '''Confirm''' — for one soldier, check the proposed page changes; for a roster, match each person (search by name/ASN), Include the ones to update.

~~# For~~ a ~~'''multi-~~person~~''' roster: review is grouped~~ by ~~person. Match each~~ name (ASN ~~when possible~~), ~~use '''Select all matched''' /~~ '''~~Deselect unresolved~~''', then '''Apply selected ~~to all matched~~''' ~~so team membership~~ (~~and any other checked fields~~) ~~update every matched profile in one pass. Gallery attach is off by default for multi-person uploads.~~

# Read '''What will change''', then '''Apply selected''' (requires <code>ocr-reviewer</code> or admin). '''Discard''' drops the job.

~~# '''Save draft''' keeps your choices~~. '''Discard''' drops the job. '''~~Apply~~''' ~~requires the <code>ocr-reviewer</code> group or an administrator~~.

# Expert options (raw OCR text, document type, gallery, overwrite) are under '''Advanced'''.

~~You can also start from a '''~~soldier page~~''' (~~Gallery → '''~~Contribute files~~''' ~~→ OCR a document); that path~~ pre-selects that ~~profile as the target (single-person mode~~).

Profile shortcut: soldier page → Gallery → '''OCR a document''' (pre-selects that soldier).

== Privacy ==

* Do not upload Social Security numbers or private contact details for living people.

* Staging files ~~are kept for review and~~ are not published until Apply (~~when the file may be added to the soldier~~ Gallery).

* Staging files are not published until Apply (Gallery attach is optional; off by default for multi-person uploads).

* See [[About the data]] and [[Contribute]] ~~for general editing and source guidance~~.

* See [[About the data]] and [[Contribute]].

== For reviewers ==

Administrators can grant the '''ocr-reviewer''' group ~~so trusted editors can Apply~~. ~~Uploads from other~~ logged-in ~~users remain~~ in the queue until a reviewer applies or discards them.

Administrators can grant the '''ocr-reviewer''' group. Other logged-in uploads stay in the queue until a reviewer applies or discards them.

[[Category:Ritchie Boys Wiki]]

@@ Line 2: / Line 2: @@
 <div class="ocr-inbox-slot"><p>Loading document OCR tools… (requires login and the OCR review service).</p></div>
-This page is the '''site-wide inbox''' for document OCR: upload a scan (image or PDF), review proposed facts, then apply only what you confirm — to one soldier or to many from the same document (team rosters, transfer orders, and similar lists).
+Site-wide inbox for document OCR. Upload a scan, confirm who it is and what will change, then Apply.
 == How it works ==
 # '''Log in''' (same as photo uploads).
-# Upload a document below. OCR runs on the server; nothing is written to a soldier page yet.
+# Upload a document. OCR runs on the server; nothing is written yet.
-# For a '''single''' person: review proposed facts (ASN, class, dates, rank, biography lines) and confirm the soldier page title.
+# '''Confirm''' — for one soldier, check the proposed page changes; for a roster, match each person (search by name/ASN), Include the ones to update.
-# For a '''multi-person''' roster: review is grouped by person. Match each name (ASN when possible), use '''Select all matched''' / '''Deselect unresolved''', then '''Apply selected to all matched''' so team membership (and any other checked fields) update every matched profile in one pass. Gallery attach is off by default for multi-person uploads.
+# Read '''What will change''', then '''Apply selected''' (requires <code>ocr-reviewer</code> or admin). '''Discard''' drops the job.
-# '''Save draft''' keeps your choices. '''Discard''' drops the job. '''Apply''' requires the <code>ocr-reviewer</code> group or an administrator.
+# Expert options (raw OCR text, document type, gallery, overwrite) are under '''Advanced'''.
-You can also start from a '''soldier page''' (Gallery → '''Contribute files''' → OCR a document); that path pre-selects that profile as the target (single-person mode).
+Profile shortcut: soldier page → Gallery → '''OCR a document''' (pre-selects that soldier).
 == Privacy ==
 * Do not upload Social Security numbers or private contact details for living people.
-* Staging files are kept for review and are not published until Apply (when the file may be added to the soldier Gallery).
+* Staging files are not published until Apply (Gallery attach is optional; off by default for multi-person uploads).
-* See [[About the data]] and [[Contribute]] for general editing and source guidance.
+* See [[About the data]] and [[Contribute]].
 == For reviewers ==
-Administrators can grant the '''ocr-reviewer''' group so trusted editors can Apply. Uploads from other logged-in users remain in the queue until a reviewer applies or discards them.
+Administrators can grant the '''ocr-reviewer''' group. Other logged-in uploads stay in the queue until a reviewer applies or discards them.
 [[Category:Ritchie Boys Wiki]]