FamilySearch Wiki talk:WikiProject Adopt-a-page

Need to Automate Some of the Steps
If there is any way to automate some of the steps for processing an adoption request, we welcome your thoughts and ideas!

NOTE: Thanks to Janell and the Support team, most of the issues presented by Fran have been resolved.

Items resolved


 * We need an easier way to create a new request and add it to the list.
 * Resolution: Cases come into Amdocs
 * We need a way to see that there are requests that someone could "claim" as one they will process.
 * Resolution: Cases come into Amdocs
 * We need an easier way to check off the the different steps as they are completed, including a date the step was finished.
 * Resolution: By adding the information we need from potential adopters to the page where they submit their initial request, several steps were eliminated and most requests can be completed immediately. Janell and AdkinsWH
 * We need an easier way to create the links to the template page when one was created for a request
 * Resolution: Since it is now done in one process, the person has the links when needed
 * A link to the logo page that was submitted for use on the template.
 * Resolution: The person does not have to go find the logo, since it is now done in one process.
 * We also need a way to see the overall status of requests
 * % complete
 * Resolution: most are completed the same day they are added.
 * number of requests that need to be claimed for processing
 * Resolution: Amdocs keeps track of it

Items not yet resolved


 * Number of new requests

We will be turning this process over to missionary staff, so any simplification that can be done will be helpful. --Fran 22:52, 15 September 2010 (UTC) Turned over to Support by next week AdkinsWH 00:24, 18 November 2010 (UTC)

Step-by-step process for completing an adoption request
When a new request is received in Amdocs, you'll follow four steps:

1. Evaluate the request and respond to the patron

 * Accept the case in Amdocs
 * Evaluate the request to know which response to use. For each request, please:


 * Click on Reply by Email
 * Copy the correct response to the email and edit it to send to the patron


 * Following are the responses to use in each situation:


 * Typical


 * i. Is the request missing any pieces of information?
 * a. Use the "Incomplete Submission" response
 * b. Go to Step 2.


 * ii. Did you receive all 5 pieces of information?
 * a. Use the "Complete Submission" response
 * b. Go to Step 2.


 * Less common


 * iii. Is the request coming in from an individual? If yes,
 * a. Use the "Request from an individual" response and go to the next case. You are finished with this one. (Don't create the table in step #2)


 * iv. Is the requested state/topic already adopted? (See Project Page for the list) If yes,
 * a. Use the "Second Request for Same Page" response
 * b. Go to Step #2.
 * Note: Append the Title of the table with "(second requestor)" rather than "(in process)"

2. Add the table to the Project page

 * When you have determined how to respond to the patron, then add the request to the project page.


 * i. Copy the blank table
 * Go to the blank table, click the Edit box next to it, and select Wikitext.
 * Copy everything from the "=== Page Name..." to the right "squiggly bracket" at the end of the table
 * Then click Cancel so you don't make changes to the table.


 * ii. Insert the new table
 * Go to the Project Page
 * Click on the item in the list of Contents just below where this new table will fit
 * Click the Edit box, and select Wikitext
 * Press the Enter key three times, then go back to the top of the edit field
 * Paste the blank table


 * iii. Fill in the new table
 * Note: You may find this a bit easier by clicking out of Wikitext

3. Create the new adoption template
Note to Janell: I think we should change these to a, b, c instructions with bullets. The Roman numerals get in the way a bit, I think.


 * i. Upload the society logo
 * The image name should be unique, such as the name of the society plus the word logo
 * The image name is case-sensitive
 * Once the image is uploaded, edit it and add the category "Adoption Logos"
 * Janell, Does training need to be done on adding categories?
 * Save Page
 * ii. Be sure you have easy access to the Society's Web site URL. It will be needed in step iv.
 * Janell, Does this need to be explained?
 * iii. Copy the Wikitext from an existing adoption sign, such as Template:UserBox Adopt-A-Wiki Page
 * Select Edit, click Wikitext
 * Copy everything from the first left-squiggly backets through the last right-squiggly backets (Above the paragraph that says "This template has been created as an example ...."
 * CANCEL the edit (so we don't change anything)
 * iv. Click Create a New Page on the right navigation bar
 * Name the page... Template:Adoption [name of organization]
 * FYI: what looks like a quotation mark is actually two apostrophes before and after, which puts the name of the organization in italics.) 
 * v. Edit the new page in Wikitext and paste the data from step iii.
 * Link to the image uploaded in step i.
 * Click Show preview at the bottom to check the link
 * It will be blue if the link worked.
 * If it's red, edit the the link (again in Wikitext) to exactly match the image name from step i.
 * FYI: Case sensitive, and even a space we don't see makes a difference.
 * Scroll back down and click Wikitext again
 * FYI: The preview stops the Wikitext
 * Add the society's Web site link, which you found in step ii.
 * Save page
 * Copy the characters needed for the last step
 * These are found in the You Type box
 * vi. Copy the new Template to a page they requested.

4. Add the template to a Wiki page, update the table

 * i. Add the template to a page the society is adopting
 * The placement of the new template on a page is generally added toward the top-right corner of the page, but not always! Right now it's a judgment call and evaluated for each page. Eventually the style guide will help determine the right placement for the adoption template.
 * ii. Update the table for this adoption on the Project Page.
 * Add the link to the new template
 * Add the link to the page where you added their new template
 * Change the heading to read "(Completed)
 * iii. Send the "Approve Adoption Sign" response below.

Table [blank] for page adoption request

 * Instruction: Disable the rich editor and then copy and paste the following text on the Project page:

Responses
Respond to the request with the appropriate reply below.

Request from Individual

 * Hi, [Name],


 * Thank you for your interest in adopting pages in the FamilySearch Wiki. The page adoption program is, however, currently open for groups to adopt pages, not for individuals.


 * If you belong to a society or organization formed for genealogical or historical interests, please resubmit your request on behalf of that organization to adopt page(s).


 * In the meantime, you are welcome to contibute information to pages, whether they have been adopted or not.


 * Thank you again for your interest, and we hope to hear from you and your organization.


 * Sincerely,


 * FamilySearch

Second Request for Same Page

 * Hi, [Name],


 * Thank you for your interest in adopting pages in the FamilySearch Wiki. Adoption is a first come, first served program in the Wiki, and the page(s) you requested have already been adopted.


 * However, your organization has been added as an applicant for the page(s), so we can contact you if policies change.


 * In the meantime, you are welcome to contibute information to pages, whether they have been adopted or not.


 * Thank you again for your interest in the adoption program.


 * Sincerely,


 * FamilySearch

Complete Submission
(When we did receive all items)


 * Hi [name],


 * Thanks so much for your interest in adopting pages in the FamilySearch Wiki on behalf of [the organization name].


 * Now that we have all the information, we'll publish a draft version of the sign on one of the pages you’ve requested to adopt and let you know it's complete. If you have additional pages to adopt, we’ll also tell you how to copy the sign to the pages you’ve identified.


 * Thanks much and looking forward to working with you and others at[the organization name]!


 * Sincerely,


 * FamilySearch

Incomplete Submission
Copy this into your reply, then please delete the ones you already received. This way, you are only asking for what was NOT received.


 * Hi [name],


 * Thanks so much for your interest in adopting pages in the FamilySearch wiki pages on behalf of [the organization name].


 * In order to complete the adoption process, we still need the following information from you:


 * Contact information: The name and email address of the primary contact who we can contact with any questions about the content on the pages that you’d like to adopt. We also recommend providing at least one additional contact name.


 * Logo: A thumbnail sized logo for your society/organization that you’d like to appear on your adoption sign (please submit your file in one of the following formats: .png, .jpg or .gif).


 * Adoption Sign Wording: The sign will read: “This page adopted by [the organization name] and its members.” Let us know if you have any concerns with that wording.


 * Link to your website: Wiki users who click on your adoption sign will be re-directed to the URL you provide us.


 * Pages you'd like to adopt: Identify the specific Wiki page(s) you’d like to adopt. Please include a total number of pages requested. For example, you may want to adopt only a broad locality page ("I'd like to adopt the South Korea page."), or that broad locality along with its smaller localities ("I'd like to adopt the Missouri page and all of its counties - 115 pages total.").
 * NOTE: Currently, you can adopt as many or as few pages as you’d like, provided that the page hasn’t already been adopted. Limits to the number of pages one organization can adopt may be set by the Community in the future.


 * Once we get this information, we'll publish a draft version of the adoption sign on one of the pages you’ve requested and let you know it's complete. If you have additional pages to adopt, we’ll also tell you how to copy the sign to the pages you’ve identified.


 * Thanks much and we're looking forward to working with you and others at [the organization name]!


 * Sincerely,


 * FamilySearch

Approve Adoption Sign

 * Hi, [Name],


 * We have completed the draft version of the adoption sign for [organization name and have published it on [name of Wiki page].


 * If you are pleased with the sign, feel free to copy it to the page(s) you have identified. Here's how:
 * 1. Copy the sign name, which is: 
 * 2. Find a page in the Wiki that you are adopting, click Edit and click the Wikitext button
 * 4. Paste the sign name (from Step 1)
 * 5. Scroll down to Show Preview to see if you like the placement
 * 6. Click Save Page when finished.

As an adopting society, we hope that you will also participate with the FamilySearch Wiki community through:


 * Community meetings held online on a recurring basis. Online meetings will include training webinars, projects, highlights of forum discussions, and conversations with other contributors and adopters.


 * To see the agenda and the link and to join a meeting, search the Wiki for the word "meeting" and the month and year -- "meeting January 2011" for example. Meeting agendas may include highlights of forum discussions.


 * Forum discussions allow you and other contributors to communicate, raise issues, and share best practices. Check out what others are saying and post your own comments. TogGet to forums easily:


 * In the panel on the right of a Wiki page, click Community and select Forums
 * Register with the same username and password you use for the Wiki.
 * Slide down to FamilySearch Wiki and select FamilySearch Wiki Contributor's Corner


 * It is through a community that works together that content and processes are improved and issues resolved. We welcome you to this community.


 * Sincerely,
 * FamilySearch