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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
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)
  • 11.
  • 12.
  • 13.
  • 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

  1. Note that project is not LIVE yet – date to be determined.
  2. Data will feed search results for Archway.
  3. More tricky with more data about the main applicant than the dependents.
  4. Easy layout but tricky content – handwritten, Māori names
  5. Home page: Intro/call to action Volunteers have some choices – topic and complexity Competition encouraged for those motivated by that Simple, clean design
  6. Transcribing a simple index card
  7. One of those tricky applications for relief
  8. Budgeted <$6k for UI design / IA / usability testing Removes ‘friction’ and ‘anxiety’
  9. 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.
  10. 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.