FamilySearch Wiki:WikiProject How to create Dataverse projects

From FamilySearch Wiki



Purpose[edit | edit source]

As we standardize locality pages in the Wiki, we will be adding a lot of content (mostly in the form of links to Catalog entries) to the pages. These projects will organize the work into more bite-sized pieces, one location/topic at a time.

Project Leader[edit | edit source]

Amber Larsen

Instructions[edit | edit source]

Full instructions for Dataverse and spreadsheet manipulation - video

  • 0:00 - Dataverse and spreadsheet stuff
  • 33:35 - Task List stuff
    • See beginning of video below under "Create Project Instructions" heading for a couple other Task List things

Talk to Andre[edit | edit source]

1. Our missionary Andre Sanchez is our Dataverse spreadsheet-formatting wizard. He is the one you contact in advance for the Task List spreadsheets you need generated from Dataverse. He will need to know A. the location you need data for (will be listed as "Geocode" in Dataverse), and B. the record type (will be listed "Subject Display" in Dataverse) you need data for.

  • For example: If my project was to have missionaries add all the Denmark court records to the parish pages, I would send a Yammer to Andre asking him to generate a spreadsheet sorted by: Geocode that includes "Denmark", and those with "Court records" in the Subject Display.
    • You may want to do a preliminary search of the Catalog to see what the exact record type name is, so Andre can sort Dataverse correctly.

Finalize Task List[edit | edit source]

2. Depending on how Andre organizes the spreadsheet, it may need to be edited a bit before it can be used as a task list for the missionaries. Send it to Amber to double check if you have questions.

  • See the video link above, starting at 33:35.

3. When creating your Task List, use a new spreadsheet than the one where you've been manipulating data. You want your task list to have the following columns:

  • Name (for missionaries to sign up)
    • Leave this contents for this column blank
  • Date (for the date they complete that item)
    • Leave this contents for this column blank
  • Wiki Page (containing a link to the Wiki page that needs editing)
    • Should contain the location string from the Subject Display column from Andre's Dataverse output
  • Heading (OPTIONAL: the heading on the page where the info needs to go)
    • If your project instructions are for the same heading/topic for the entire project, you may choose to not include the "Heading" column in the task list
  • Code (the code that will go on that page)
    • When you're copying over the code from the original spreadsheet, it may give you a "#REF!" error. If it does, just click "Undo", and instead, do a "Ctrl+Shift+V" That should paste the code without the underlying formula.
  • Notes (for the missionary to mention any issues or problems they find)

4. In your final task list spreadsheet (in Google Sheets), make sure the first row is frozen.

  • To do this in Google Sheets, highlight the very top row (header row), and click "View --> Freeze --> 1 Row"

5. Review the "Wiki Page" column and look for any special cases.

  • For example: If my project will primarily be adding church records to the parish pages, but some entries on the spreadsheet have a jurisdiction of only the country or county level (not down to the parish level), that my be an anomaly the missionaries may not know what to do with.
    • Best practice: In this situation, anything in the "Wiki Page" column that wasn't a parish, and was either just the country level or county level, etc., I would just put "HOLD" or "SKIP" in both the Name and Date columns of the task list for those entries until I figured out what to do with them.

6. Highlight the top row of your task list. Click "Help" in the menu bar, and search for "Alternate" - you'll need to alternate the colors of each row for your Task List.

7. Highlight the entire "Code" column, and do "Ctrl+H" for Find and Replace. Search for any instances of *'''''' {{ and replace it with *{{.

8. Once your Task List looks like how you want it (similar to the screenshot below), you'll need to create project instructions.

Dataverse task list example.PNG



Create Project Instructions[edit | edit source]

Video Instructions to create project page

9. Create a new sandbox page. This can be done by searching in the top right-hand corner of the Wiki for: "User:YOURUSERNAME/sandbox/NUMBER" - replace "YOURUSERNAME with your FS username, and replace "NUMBER" with the number of sandbox you are creating.

  • For example: I already have sandboxes numbers 1-365, so if I was creating a new one, I would search the wiki for "User:Amberannelarsen/sandbox/366"

10. It should bring you to a blank page, where you can then "Create the page".

11. Copy the following code, and paste it into the sandbox you are creating.

{{breadcrumb
| link1=[[FamilySearch Wiki:Current Projects|Current Projects Page]]
| link2=
| link3=
| link4=
| link5=[[FamilySearch Wiki:WikiProject PROJECTNAME|PROJECTNAME]]
}}  
<br><br>
==Purpose==
PURPOSEOFPROJECT
 
===Project Leader===
YOURNAMEHERE

==Task List==
'''[TASKLISTURL Task List]'''

==Instructions==
1. Open the [TASKLISTURL Task List], and add your name to the Name column for the LOCALITYTYPE you want to sign up for.<br><br><br>

2. Locate the "Wiki Page" column in the task list. These locations are listed backwards. Instead of listing jurisdictions from smallest to largest like normal Wiki pages, these are listed from largest to smallest. You will be searching the Wiki for the correct LOCALITYTYPE page.<br><br><br>

3. Search the Wiki for the LOCALITYTYPE.
*Example: The name ''"BACKWARDSLOCALTIYNAME"'' in column C of the task list would be the FS Wiki page titled ''"CORRESPONDINGWIKIPAGENAME"''.<br><br>

4. On the FS Wiki LOCALITYTYPE page, look to see if the heading "RECORDTYPE" already exists. 
*If the heading '''does''' exist, continue to step 8.
*If the heading '''does not''' exist, continue to step 5.<bR><bR><br>

5. On the FS Wiki LOCALITYTYPE page, locate the heading "Online Resources" and click ''Edit source''.<br><br>

6. ''Copy'' the following code:<br>
 <nowiki>===RECORDTYPE===</nowiki>
<br><br>
7. ''Directly ABOVEORUNDERNEATH'' the "CORRESPONDINGHEADING" heading, ''paste'' the code you copied in step 6. It should look like the following (with the new RECORDTYPE heading in yellow highlight):<br><br>
[[File:SCREENSHOTOFPAGE|700px]]
<Br><Br><br><bR>

8. Locate the code in the Code column of the task list for your LOCALITYTYPE (column E).
*'''NOTE:''' ''Make sure you are looking at the correct code for the correct LOCALITYTYPE. There are many lines of code in the task list and it can be easy to mix up which line of code corresponds to which LOCALITYTYPE.''<br><Br>

9. ''Copy'' the code in the Code column for the row you signed up for.<br><br>

10. ''Paste'' the code ''directly underneath'' the new RECORDTYPE heading you added in step 7.
*'''NOTE:''' If any collections are already listed under the RECORDTYPE heading, add your new code so the collections display in chronological order. If your collection code doesn't have any bolded dates at the beginning, add it to the bottom of the list of collections under the RECORDTYPE heading.<br><br><br>

11. Click "Show preview" to double check that the link you added looks good and doesn't have anything weird about it.
*If there is something off with the link code, ''do not'' save the page. Send YOURNAMEHERE an email or a Yammer.<br><br><br>

12. ''Copy'' the following statement and ''paste'' it into the Summary of your edit:<bR>
 <nowiki>Project adding COUNTRYNAME Catalog links</nowiki>
<bR><br>

13. Click "Save page", and continue on to the next parish in the task list.

==Example Page==
*[[EXAMPLEPARISHDONECORRECTLY]]
[[Category:WikiProjects]]


12. Replace all the words in ALL CAPS with the corresponding information:

  • PROJECTNAME: the name of the project
  • PURPOSEOFPROJECT: a 1-2 sentence summarizing the purpose of this project
  • YOURNAMEHERE: your name, as the project leader
  • TASKLISTURL: the URL of the Google Sheets task list
    • On the Google Sheets task list, click "Share" in the top right-hand corner, then click "Restricted". Select "Anyone with link", and then on the right, change "Viewer" to "Editor". Then click "Copy link", and then you can paste the link into the instructions.
  • LOCALITYTYPE: the type of locality page this project will be working with, e.g. parish, municipality, town, etc.
  • BACKWARDSLOCALTIYNAME: an example of the Catalog string of jurisdictions, e.g. Denmark, Bornholm, Bodilsker
    • CORRESPONDINGWIKIPAGENAME: the Wiki page name that corresponds to that backwards Catalog jurisdiction string, e.g. Bodilsker Parish, Bornholm, Denmark Genealogy
  • RECORDTYPE: the record type in the Dataverse extraction, and also often the heading on the page where the Catalog link will go
  • ABOVEORUNDERNEATH / CORRESPONDINGHEADING: use these kinds of directions to direct the missionary to where the record type heading should go on the locality page if it isn't on there already
  • SCREENSHOTOFPAGE: if you choose to add a screenshot of something to help with these project instructions, replace "File:SCREENSHOTOFPAGE" with the full name of the screenshot image in the Wiki. If you don't want to include a screenshot, delete that whole line of code, as well as the <br>s underneath it.
  • COUNTRYNAME: name of the country your project is about
  • EXAMPLEPARISHDONECORRECTLY: replace this with the full Wiki page title of an example of a correctly-done Wiki locality page for this project



13. Once your project instructions are completed (and you've scanned through them to catch any errors), send the sandbox link to the rest of the team for review.

Example Project Pages[edit | edit source]

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