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

 * 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


 * Evaluations (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

 * i. Upload the society logo (unique, case-sensitive name of society w/ word "logo")
 * ii. Be sure you have easy access to the Society's website URL. It will be needed in step iv.
 * iii. Copy the Wikitext from an existing adoption sign, such as Template:Adoption TNGenWeb
 * Edit, click Wikitext, copy, and CANCEL the edit
 * iv. Create a new page using the button on the right navigation bar
 * Name the page Template:Adoption [name of organization]
 * v. In Wikitext, paste the data from step iii.
 * Edit the link to the image uploaded in step i.
 * Edit the society's website link, which you found in step ii.
 * 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 Template" 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.

Complete Submission
(When we did receive all items)


 * Hi [name],


 * Thanks so much for your interest in adopting pages in the FamilySearch wiki pages 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