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Crowdsourcing or Bust
Archives NZ’s ‘The Indexer’
Tracie Almond
23 April 2013
What is The Indexer?
• A crowd-sourcing tool for ‘virtual
volunteers’ to transcribe the contents of
indexes from scanned images.
Archives NZ’s Project Objective
• Improve the findability of archives that rely
on secondary finding aids (e.g. name
indexes).
Supporting the long term vision that:
• We have a single, integrated set of
finding aids available online for public
use.
Problems we’re trying to solve
• Current search tools do not find some archives
well due to the archives being described at a
fairly lumpy level.
• Names, places and other useful information are
often only in indexes, etc. The indexes are often
in paper form, so only available in our offices.
• We are not serving our researchers as well as
we could if we had that material incorporated
into our online search tools.
• We can then link to digital copies of the archive
and reduce the need for people to visit our
offices.
Archives NZ has about
1 million entries
it would like to capture –
like these ...
Class List – YCAF 4135 (example of Single entry type)
Hospital Index (example of Single entry type)
Auckland Hospital Charitable Aid – Application for Relief
(example of Single & Multiple entry type)
BBCB 4243 Māori
Succession Register
(example of Multiple entry
type)
The Indexer
Crowdsourcing or bust: The Indexer, Archives NZ
Crowdsourcing or bust: The Indexer, Archives NZ
Crowdsourcing or bust: The Indexer, Archives NZ
Project benefits
• High priority secondary finding aids will be
accessible to our search engines.
• Archives NZ will have the infrastructure
needed to capture and make available
many of the other high priority secondary
finding aids.
• We will increase our pool of volunteers
and community involvement by providing
online tools.
Lessons learned
• Do your research – others have gone
before and can provide great advice
• Use a professional interface designer –
it doesn’t cost much more to make it look
nice and be a good user experience
• Plan for openness – use authorities,
make an API, open source the software
(easier to do if you plan it in)
Do your research
• Try out the other projects out there already
– see what you do and don’t like
• Talk to those who’ve done it – get their
advice
• Read up on the science behind it
Use a professional interface
designer
• It doesn’t cost much – less than $6k for
The Indexer (including usability testing)
• Test on users at the design stage and
again before release
• Result is tailored to the tasks but still clean
Plan for Openness
• Can you use a metadata standard?
• Can you adopt widely used name or place
authorities?
• Can you make an API to share the data?
• Can you open source your software?

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Crowdsourcing or bust: The Indexer, Archives NZ

  • 1. Crowdsourcing or Bust Archives NZ’s ‘The Indexer’ Tracie Almond 23 April 2013
  • 2. What is The Indexer? • A crowd-sourcing tool for ‘virtual volunteers’ to transcribe the contents of indexes from scanned images.
  • 3. Archives NZ’s Project Objective • Improve the findability of archives that rely on secondary finding aids (e.g. name indexes). Supporting the long term vision that: • We have a single, integrated set of finding aids available online for public use.
  • 4. Problems we’re trying to solve • Current search tools do not find some archives well due to the archives being described at a fairly lumpy level. • Names, places and other useful information are often only in indexes, etc. The indexes are often in paper form, so only available in our offices. • We are not serving our researchers as well as we could if we had that material incorporated into our online search tools. • We can then link to digital copies of the archive and reduce the need for people to visit our offices.
  • 5. Archives NZ has about 1 million entries it would like to capture – like these ...
  • 6. Class List – YCAF 4135 (example of Single entry type)
  • 7. Hospital Index (example of Single entry type)
  • 8. Auckland Hospital Charitable Aid – Application for Relief (example of Single & Multiple entry type)
  • 9. BBCB 4243 Māori Succession Register (example of Multiple entry type)
  • 14. Project benefits • High priority secondary finding aids will be accessible to our search engines. • Archives NZ will have the infrastructure needed to capture and make available many of the other high priority secondary finding aids. • We will increase our pool of volunteers and community involvement by providing online tools.
  • 15. Lessons learned • Do your research – others have gone before and can provide great advice • Use a professional interface designer – it doesn’t cost much more to make it look nice and be a good user experience • Plan for openness – use authorities, make an API, open source the software (easier to do if you plan it in)
  • 16. Do your research • Try out the other projects out there already – see what you do and don’t like • Talk to those who’ve done it – get their advice • Read up on the science behind it
  • 17. Use a professional interface designer • It doesn’t cost much – less than $6k for The Indexer (including usability testing) • Test on users at the design stage and again before release • Result is tailored to the tasks but still clean
  • 18. Plan for Openness • Can you use a metadata standard? • Can you adopt widely used name or place authorities? • Can you make an API to share the data? • Can you open source your software?

Editor's Notes

  • #3: Note that project is not LIVE yet – date to be determined.
  • #4: Data will feed search results for Archway.
  • #9: More tricky with more data about the main applicant than the dependents.
  • #10: Easy layout but tricky content – handwritten, Māori names
  • #12: Home page: Intro/call to action Volunteers have some choices – topic and complexity Competition encouraged for those motivated by that Simple, clean design
  • #13: Transcribing a simple index card
  • #14: One of those tricky applications for relief
  • #16: Budgeted <$6k for UI design / IA / usability testing Removes ‘friction’ and ‘anxiety’
  • #18: Our designer is a star at the ‘information architecture’ as well as the graphic design side. Find one like that – not just someone who can make it pretty.
  • #19: Failed pretty much on this whole thing other than can cross-walk the data to DC, via Archives NZ’s GAIMSII descriptive standard. Data is cross-walked to Archives NZ’s descriptive model, so it will map across to Archway.