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67 lines
2.0 KiB
Markdown
67 lines
2.0 KiB
Markdown
+++
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title = "Curate Items"
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weight = 20
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Curating the items meta data helps finding them later. This page
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describes how you can quickly go through those items and correct or
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amend with existing data.
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# Select New items
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After files have been uploaded and the job executor created the
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corresponding items, they will show up on the main page. All items,
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the job executor has created are initially marked as *New*. The option
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*only New* in the left search menu can be used to select only new
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items:
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{{ figure(file="docspell-curate-1.jpg") }}
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# Check selected items
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Then you can go through all new items and check their metadata: Click
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on the first item to open the detail view. This shows the documents
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and the meta data in the header.
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{{ figure(file="docspell-curate-2.jpg") }}
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# Modify if necessary
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To change something, click the *Edit* button in the menu above the
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document view. This will open a form next to your documents. You can
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compare the data with the documents and change as you like. Since the
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item status is *New*, you'll see the suggestions docspell found during
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processing. If there were multiple candidates, you can select another
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one by clicking its name in the suggestion list.
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{{ figure(file="docspell-curate-3.jpg") }}
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When you change something in the form, it is immediatly applied. Only
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when changing text fields, a click on the *Save* symbol next to the
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field is required.
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# Confirm
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If everything looks good, click the *Confirm* button to confirm the
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current data. The *New* status goes away and also the suggestions are
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hidden in this state. You can always go back by clicking the
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*Unconfirm* button.
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{{ figure(file="docspell-curate-5.jpg") }}
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# Proceed with next item
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To look at the next item in the search results, click the *Next*
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button in the menu (next to the *Edit* button). Clicking next, will
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keep the current view, so you can continue checking the data. If you
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are on the last item, the view switches to the listing view when
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clicking *Next*.
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{{ figure(file="docspell-curate-6.jpg") }}
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