Export results to Arkindex

Requirements

• The campaign's parent project must be linked to an Arkindex provider configured for publication.
• The campaign must have started and no longer be in a Created state.
• Results cannot be exported from a campaign in the Archived state.
• You must be a manager of the campaign's parent project to export results to Arkindex.

If you are a member with manager role, the To Arkindex action is displayed in the section named Export results from the menu on the left of the campaign details page.

If this button does not appear and you wish to export results to Arkindex, check that the campaign's parent project is correctly linked to an Arkindex provider. If it is, please contact an instance administrator to help you, they might need to update your project provider's extra_information attribute with a valid worker_run_publication identifier (UUID).

Once on the Arkindex export page, you need to fill in a form providing the following information.

Process name

First, you need to name your export process, which will be created upon form submission. Naming the process makes it easily identifiable in the process list after its creation.

Status of tasks to be exported

You have to target the annotations to export by selecting one or more task status. For example, if there was a moderation phase on your campaign, you might want to only export annotations which come from Validated tasks.

You can select multiple status by holding the CTRL key of your keyboard while selecting.

Force the republication of annotations

You might want to export your campaign results more than once. For example, if you accidentally exported only Annotated annotations instead of both Annotated and Validated ones. In order to do this, you need to check the Force the republication of annotation checkbox as once results are exported to Arkindex, the annotations are marked as published and can no longer be published again unless you explicitly set this option.

Before using this option, be sure to delete any WorkerResults from Arkindex that were created by previous Callico exports if you want the publication to run cleanly.

Publish each annotation separately

By default, annotations on the same element and with the same value are grouped together and published as one, along with a confidence score calculated according to the number of concurring and diverging annotations.

For example, if three contributors annotate the same element with the following inputs:

• Contributor 1 - "Hi, this is Stan!"
• Contributor 2 - "Hi, this is Stan!"
• Contributor 3 - "Hi, this is Stanley!"

Two results will be published to Arkindex: a first result "Hi, this is Stan!" with a confidence score of 66% and a second result "Hi, this is Stanley!" with a confidence score of 33%.

If you wish to publish all three results separately, you can check the Publish each annotation separately checkbox. This can be helpful to immediately see how many contributors annotated the same element, or to spot similar but not equal annotations, for example in the case of date or time annotations (same values but in a different format). With the example above, you would publish three distinct results: two "Hi, this is Stan!" and one "Hi, this is Stanley!", all with a confidence score of 100%.

Sort the entities to export - Extra field for Entity form campaigns

For Entity form campaigns only, an additional field is displayed. This field, called Sort the entities to export, lets you define the order in which the entities will be exported to Arkindex. By default, this order is the same as the one configured for the annotation.

If you want the transcription entities, which are built from the annotations when exporting to Arkindex, to use a different order from the one defined in the campaign configuration, you can re-order the entities by dragging up or down the icon on their left.

You might want to do this if, for example, on your documents, person names are written as "Camille Saint-Saëns", but in the campaign configuration the last name was put before the first name. This means that the contributors annotated first "Saint-Saëns" and then "Camille". When exporting to Arkindex, you want the text being built to reflect the actual order of the words as it is on the documents: by changing the entities order for the export you will create "Camille Saint-Saëns" transcriptions, not "Saint-Saëns Camille" ones.

Note

This change of order does not impact your current campaign configuration: it is only applied to your export, not to the contributors tasks.

Also export entities on a parent - Extra field for Entity form campaigns

For Entity form campaigns only, an additional field is displayed. This field, called Also export entities on a parent, allows you to export the entities on an Arkindex parent element of the chosen type (if available). By default, entities are not exported on a parent.

If this option is used, then for each element of the selected parent type, all the annotations on its children elements will be concatenated (with line breaks) into a new transcription, which will be published on that parent element, and linked with the relevant entities.

For example, you could have the following element structure:

• Page 1
  • Paragraph 1
    • Line 1
    • Line 2
    • Line 3

Contributors are assigned to annotate Line elements. They provide the following annotations:

• Line 1 - first name is "Jean", last name is "Dupont"
• Line 2 - first name is "Jane", last name is "Doe"
• Line 3 - first name is "John", last name is "Doe"

You want to export entities not only at the Line level but also at the Page level. You can select the Page type on the Also export entities on a parent field. Entities will be exported on the Line elements, but also on their Page ancestor element in a concatenated transcription as follows:

Jean[first name] Dupont[last name]

Jane[first name] Doe[last name]

John[first name] Doe[last name]

Start the export

You can start the export of your campaign results to Arkindex by clicking on the Start the export button located at the bottom of the form. Upon clicking, a new asynchronous process will be created and you will be redirected to the details page of the associated process.

From this page, you will be able to follow the completion of your export and its logs. Be aware that it may take a while to complete, depending on the number of results to be exported.

Specifics

• For Entity form and Transcription campaigns, if some answers are marked as uncertain, the attached confidence score they are published with will be divided by two.
• Annotations from the preview tasks used by managers will be ignored.