Batch checking - Flimsy slips (A sequence)

This page is a step by step process of how to check returned transcription batches for the Museum flimsy slips in the A sequence.

Step 1: Prepare your batch for checking

The file will be saved under the location Documents -> General -> Completed spreadsheets in the Teams group
Select the file and download it to your local OneDrive. This is the file you will be working with to check - not the copy in the Teams folder.
Open the Transcribers Admin spreadsheet and locate this particular batch, enter the date when the "returned date" (this date can be found in the 'modified' column in the Teams folder most of the time)
Open a notepad file and keep this available to you for note taking for any feedback that you think is appropriate as you go through the batch
Remember to visually check the batch throughout your checking process in case there's anything outside of these steps that may need to be fixed

Step 2: Check and prepare the sheet for import

Unhide any hidden columns. Delete column C if it is empty OR has links in it.
Insert a new column after 'R number' and title it 'R year number'.
Check if column B has any missing / in the WA/HMM references.
Check if there are any empty cells in column B and make sure they are filled in with the correct WA/HMM reference.
Check to see if there are any empty rows (such as blank slips) and delete them.
Go to the Transcribers Notes column and filter out all blank cells and check each comment, especially 'unsure' notes
Go to the Additional Notes column and filter out all blank cells and check each cell, making sure they are additional notes from the flimsy, and if not, transfer to transcribers notes column
Select the Acquisition Date field and right click to format all the cells according to 'Date' and then the long format: DD Month YYYY
Check consistency of Acquisition Date field, and that normalisation rules have been applied, and if not, correct them
Check and correct vulgar fractions (1/2, 1/4, 3/4 are fine, all others need to be replaced, this includes fractions that have been spelled out and need to be re-typed as numbers)
Find and correct and missing tagging of scored through text (or other tagging such as ) by CTRL+F
Spot check classification and section abbreviations. If it appears there are a lot of mistakes then go through the available documents to check all fields in these columns are in the correct place.
Go through the R number column and separate out the different types by inserting the new R year number system into the respective column.
Select all of column A (accession number)
Go to conditional formatting then highlight cells rules then duplicate values and press 'OK'
Check that duplicates are correctly entered and make sure sub-numbers are included to differentiate
Make sure transcribers name is standardised correctly with the e-mail address and not the name.
Make sure the assigned batch is transcribed and nothing less or more. If there is a discrepancy, make a note and follow up.

Step 3: Checking/correcting complete

Save the excel spreadsheet into the 'Checked Pre-Import' folder in Teams
Delete the old file in the 'completed spreadsheets' folder
Enter the date that you completed checking in the Transcribers Admin sheet in the 'Uploaded to Teams' column

Step 4: Prepare Quickbase

Step 5: Import spreadsheet to Quickbase

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Last updated 3 years ago

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Step 1: Prepare your batch for checking

The file will be saved under the location Documents -> General -> Completed spreadsheets in the Teams group

Select the file and download it to your local OneDrive. This is the file you will be working with to check - not the copy in the Teams folder.

Open the Transcribers Admin spreadsheet and locate this particular batch, enter the date when the "returned date" (this date can be found in the 'modified' column in the Teams folder most of the time)

Open a notepad file and keep this available to you for note taking for any feedback that you think is appropriate as you go through the batch

Remember to visually check the batch throughout your checking process in case there's anything outside of these steps that may need to be fixed

Step 2: Check and prepare the sheet for import

Unhide any hidden columns. Delete column C if it is empty OR has links in it.

Insert a new column after 'R number' and title it 'R year number'.

Check if column B has any missing / in the WA/HMM references.

Check if there are any empty cells in column B and make sure they are filled in with the correct WA/HMM reference.

Check to see if there are any empty rows (such as blank slips) and delete them.

Go to the Transcribers Notes column and filter out all blank cells and check each comment, especially 'unsure' notes

Go to the Additional Notes column and filter out all blank cells and check each cell, making sure they are additional notes from the flimsy, and if not, transfer to transcribers notes column

Select the Acquisition Date field and right click to format all the cells according to 'Date' and then the long format: DD Month YYYY

Check consistency of Acquisition Date field, and that normalisation rules have been applied, and if not, correct them

Check and correct vulgar fractions (1/2, 1/4, 3/4 are fine, all others need to be replaced, this includes fractions that have been spelled out and need to be re-typed as numbers)

Find and correct and missing tagging of scored through text (or other tagging such as ) by CTRL+F

Spot check classification and section abbreviations. If it appears there are a lot of mistakes then go through the available documents to check all fields in these columns are in the correct place.

Go through the R number column and separate out the different types by inserting the new R year number system into the respective column.

Select all of column A (accession number)

Go to conditional formatting then highlight cells rules then duplicate values and press 'OK'

Check that duplicates are correctly entered and make sure sub-numbers are included to differentiate

Make sure transcribers name is standardised correctly with the e-mail address and not the name.

Make sure the assigned batch is transcribed and nothing less or more. If there is a discrepancy, make a note and follow up.