Any way to tag managed profiles to keep track of pending cleanup tasks?

+2 votes
123 views
Is there any way to tag (privately?) managed profiles to keep track of pending cleanup tasks?

I currently have 3313 profiles on my watchlist and find it difficult to manage the improvement of these profiles.

Wiktree does provides a background process to aid in management by which somebot or somebody will tag profiles that are unsourced, inserting the {{Unsourced}} tag into the head of the biography and sources section, thus flagging such profiles as unsourced.

Along with this, Wikitree provides a drop down menu function of Find>Unsourced Profiles that will then open a list of such unsourced profiles, thus allowing a manager to direct his attention to cleaning up such unsourced profiles.

In doing such work, however, there are many more states that a profile can be in between being data sparse & completely unsourced, to being completed to the satisfaction of a manager.  And yet there seems to be no way to manage a large watchlist to keep track of the state of all the profiles on the watchlist as one drives to improve them.

My question is: How can one keep track of the state of each profile in a watchlist to a high degree of granularity, so that one can keep track of which improvements need to be made to which profiles so as to manage ones work, and indeed to be able to find ones managed profiles that require certain work to be done, without having to search through a large complex tree of profiles?  Is there a method in place?  I haven’t found one.

As an example of profile states, I could offer many.  All profiles must have a date, but a minimally completed profile might only have a single uncertain date, say to the year, whereas a well completed profile should have exact birth, marriage and death dates to the day.  Similarly, the locations for each such event my be missing, or only coarsely defined (e.g. country), or finely defined (e.g. town, county, state, country).  And when it comes to sources, this can range from a single source which perhaps proves only that the person existed and a single uncertain date and a partial name, to a set of sources that back up every name, date, location, and relationship that is claimed for the person.  And finally, one can have biographies that are in various states, ranging from describing nothing, to many paragraphs describing a person’s life.

Given all of this, while it would seem impossible to automatically tag profiles with detailed completion states, it would seem possible to automatically create lists of sources that are missing birth, death, or marriage dates and locations (if only showing whether the location field is empty or not), and it should also be possible to automatically tag a profile with an indication as to the precision of each date (to the year, to the month, or to the day) and whether these dates are tagged as certain.  Indeed, if one could have functions to find date status or find location status for ones watchlist, this would help one organize ones efforts to clean up the weakest profiles that one is managing, rather than just randomly finding such weak profiles and one traverses through ones trees.

A suggested way to do this for birth dates would be to have a function perhaps called Find > Imprecise Births that would list all of the profiles one is managing ordered according to birth date precision from empty, to the year, to the month, to the day, and only not listing those profiles that have birth dates precise to the day and tagged as certain.

A suggested way to do this for death dates would be to have a function perhaps called Find > Imprecise Deaths that would list all of the profiles one is managing ordered according to death date precision from empty, to the year, to the month, to the day, and only not listing those profiles that have death dates precise to the day and tagged as certain.

A suggested way to do this for death dates would be to have a function perhaps called Find > Imprecise Marriages that would list all of the profiles one is managing ordered according to marriage date precision from empty, to the year, to the month, to the day, and only not listing those profiles that have marriage dates precise to the day and tagged as certain.

A suggested way to do this for birth locations would be to have a function perhaps called Find > Empty Birth Locations that would list all of the profiles one is managing that have an empty birth location (as it would seem to complex to analyze filled in birth locations as to their completeness, but at least profiles having empty birth locations would be listed.

A suggested way to do this for death locations would be to have a function perhaps called Find > Empty Death Locations that would list all of the profiles one is managing that have an empty death location (as it would seem to complex to analyze filled in death locations as to their completeness, but at least profiles having empty death locations would be listed.

A suggested way to do this for marriage locations would be to have a function perhaps called Find > Empty Marriage Locations that would list all of the profiles one is managing that have an empty marriage location (as it would seem to complex to analyze filled in birth locations as to their completeness, but at least profiles having empty marriage locations would be listed.

In addition to this, or as an alternative to this, it would be useful to have a series of colour tags associated with each profile that a profile manager can set on/off for each profile, and which is shown along side each profile when one does a Find > Watched Profiles, or when viewing a family tree or list of descedents, and which can be turned on or off on the edit page for each profile.  The purpose of such tagging would be arbitrary and only set by and seen by the manager of the profile.  In this manner it would be analogous to how files or folders can be tagged with colours on a Macintosh computer, which proves very useful for keeping track of work done or work to do, when dealing with management of a lot of files and folders.  Just as on a Macintosh, having seven colour tags that can be turned on or off should be sufficient.

Such colour tagging of profiles, controlled by, and only visible to, the profile manager would be very helpful to keep track of how complete each profile is, and what work remains to be done, as arbitrarily categorized by the profile manager.  This would allow the current Find>Watched Profiles to be used a work list, if such colour tags (dots) are displayed alongside each profile.

Of course, if there are better ways of accomplishing the same, that would be great, especially if easier to implement.

In summary, is there any way to do what I ask now?  If not, are there any plans to add such capabilities.

Regards,

Kevin Huscroft
in WikiTree Tech by Kevin Huscroft G2G1 (1.6k points)
Moved to answer...

4 Answers

+3 votes

Have you looked into the Suggestions report available on WikiTree+? While it may not do everything you are looking for, it will give you a lost of items that need further review. The report for your managed profiles can be found here: WikiTree+ Suggestions for Huscroft-1.

You can also create a To-Do List, that will allow you tag profiles you manage. Go to Add > New Thing > To-Do List. When creating the Page you can see a table of your managed profiles, and you can sort and select specific profiles to add to that To-Do List. As an example, the To-Do List may be: "Birth Date Missing" and you select all profiles from the table that have the birth date missing.

For other scenarios not covered, you can tag those profiles with Personal Categories.

One of the items I would not agree with is the color tagging, since profiles can each have multiple profile managers. You may use colors differently then I do, and if we co-manage a profile we would be see the colors and it would mean different things to us...

by Steven Harris G2G6 Pilot (747k points)
Thanks Steven Harris,

I have looked at Wikitree+Suggestions and agree that it does some great things like tagging profiles where dates don't make sense, i.e. child born after mother died, etc.  So it is good at catching this type of error, although sometimes it flags things that are not errors, such as a location of the sort "XYZ, ABC Land, now known as 123, 567 Land".

But it does not do things that are much more basic, such as simply flagging profiles where some dates are completely missing, or where dates are not precise (i.e. year only), or where location fields are just empty.  And for me, until profiles are quite data rich and well sourced, this is where most of the work lies.

It almost seems surprising that so much has been invested in developing tools to find such complex errors as incompatible dates, whereas tools do not exist just to point out simple things when dates are completely missing or imprecise, or location fields are left empty.

I appreciate your comment about colour tagging not working if there are multiple managers, but I was thinking that such tagging would only be set by and seen by each manager.  I do not know the overall ratio of single to multiple managed profiles, but I certainly only share managership on less than 1% of the profiles I manage.  It could either be one colour set per profile (requiring joint managers to collaborate, which they have to do anyway) or one colour set for each manager, which is probably not very useful if they are not collaborating on their efforts.  Thus I think that one shared set would still be useful the vast majority of the time.  But perhaps this function can be handled by the Personal Categories tagging that you mention, that I have not used yet.

As for the comments about creating a To-Do List or tagging profiles with Personal Categories, I will look into this.  But fundamentally, these seem to involve a lot more work for the manager than what I envision.  I have tried to use the To-Do list function and found it onerous.  It is precisely because I wish to avoid having to manually go through profiles and tag them that I am asking for the automated functions I described.

Currently I have to do nothing except click on Find > Unsourced Profiles and I get a list of profiles needing work in this area.  What I am hoping for is the same level of automation to give me lists of profiles missing dates or locations, etc. as I have described.  And technically, it would seem  easier to scan profiles to generate such lists and have them accurate than it is to scan for the problems that Wikitree+ flags, and to scan for unsourced profiles (as this scan is often quite inaccurate as it will confuse rubbish text (say from a GED import) as a source, and then doesn't flag such profiles as unsourced).  It is precisely because I would like to avoid having to traverse through a tree or a list of 3313 profiles and manually tag them, that I would like to have more automation.

Maybe the colour tagging request can be deferred, and the priority should only be to provide automatic lists analogous to the current Find > Unsourced Profiles to allow other lists to be generated pointing out when the various dates (birth, death, marriage) and associated locations, are empty or imprecise or not certain.  This would be very helpful to focus work on data poor profiles when managing large numbers of profiles.

Regards,

Kevin Huscroft
I really strongly suggest you look into Personal Categories, as Steven says..  They seem exactly what you are looking for.
The Find > Unsourced Profiles is not as automated as you may think. It is only returning a report of profiles that have been manually marked as {{Unsourced}} by a user.
Thanks Ros,

I have looked at Personal Categories and it is definitely not what I am looking for in one case.  Perhaps I have confused everyone with the two requests that were originally rolled into one question.

Personal Categories could be a way to accomplish what I was asking for with colour tagging.  I will consider this.

But Personal Categories are definitely not an option to replace what I was also asking for when I suggested additional tools that are analogous to the existing Find > Unsourced Profiles.

Regards,

Kevin Huscroft
Thanks Steven,

I suspected that this might be the case, as scanning the biography text to look for sources is not trivial... and if done randomly by users that happen to look at profiles, then it may not be thorough, if some profiles have never been looked at and tagged.  This explains why I see this tool not tagging all profiles that require sourcing work.

But nevertheless, the Find> Unsourced tool that scans profiles for the unsourced tag is still exactly analogous to what I am asking for.  It should be trivial to modify such code to create Find > NoBirthDate, NoDeathDate, No MarriageDate & NoBirthLocation, NoDeathLocation, NoMarriageLocation, where all it would have to do is see if these fields are empty, rather than look for the {{Unsourced}} tag.  And it would seem to be a small step to enhace three of these to be Find > ImpreciseBirth, ImpreciseDeath, ImpreciseMarriage, to list profiles in an ordered list based on degree of precision say from empty, to the year, to the month, to the date, and only excluding profiles that are complete to the day and marked as certain.  In this manner, all of these proposed tools would be useful, just as Find > Unsourced is, for quickly identifying profiles that need work, but unlike that tool, all of the ones I am proposing would not have to depend on the user community doing any manual labour to tag profiles (as they apparently do with the {{Unsourced}} tag.

My hope would be that this request would be added to some consideration list.

Regards,

Kevin Huscroft
+5 votes

"...a well completed profile should have exact birth, marriage and death dates to the day."

You are forgetting those countries (like the UK) where the only way you are going to get an exact date is via the BMD certificate from 1837 onwards.  This costs money.  And how about One Name Studies?

Let's take a One Name Study of (arbitrarily) 1,000 people. 
 

That's 2,000 certificates at GBP 6 = GBP 12,000
and 1,000 certificates at GBP 9.25 = GBP 9,250
Total = GBP 21,250 = USD 29,657

I have seven One Name Studies.

I think I just might not spend that much money. I'll stick with 'just the year'

by Ros Haywood G2G Astronaut (2.0m points)
Hello Ros,

Yes, I am familiar with the challenges of England and Wales, having resorted to ordering many certificates, but have had much less of a financial issue in Scotland and other locations like Canada, the U.S. Germany and Norway.  And even for many parts of England, there are many other ways to get dates others than BMD certificates, such as local parish records or Find A Grave, and other databases that are on-line. The unique challenges of parts of the U.K. are beside the point, for whether the task is difficult or easy for any part of the world, the end goal remains the same.

What I am asking for is just a tool to help people manage the process of quickly scanning all their profiles to see where things are missing and require work.  Given that exactly what I am asking for has already been done with Find > Unsourced, it is hard to accept that having an analagous tool that looks at dates or locations and generates a list is unreasonable.  This is especially true given that the current tool that decides whether a profile is sourced or unsourced often gets it wrong, because it can be fooled by rubbish text in the biography section, whereas dates are forced to be in a particular format upon entry, and thus determining whether a date is empty or imprecise is trivial from a programming point of view.  Same is true for detecting an empty location.

Thus part of what I am asking for is just additional variants of an existing tool, that should take much less effort to implement than the existing tool originally did.

Regards,

Kevin Huscroft
+1 vote
The automatic reports probably wouldn't be too hard to make with the API.

I'll work on it later this week.
by Jamie Nelson G2G6 Pilot (627k points)
Thank you very much.  Kevin
+1 vote
Watchlist, ordered by edit date so you get the one that was edited longest ago at the top. Just open each profile and look to see what needs doing next. That's how I do it.
by Gillian Causier G2G6 Pilot (293k points)

Only problem with that tactic is if someone else does something to your watchlist profiles then you may not get to a profile that needs work for a long time. 

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