Using Issues for Quality Control

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Revision as of 12:33, 23 November 2009 by Tmb (talk | contribs) (Issues Reference (EPrints 3.1))
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Using Issues for Quality Control

EPrints 3.1 introduces a new feature to assist with the quality control process.

EPrints can automatically identify potential issues with an item and bring them to the attention of the repository editor or administrator.

This page describes how issues are shown in the Web UI and how the process of identifying issues works behind the scenes.

Working with Issues

Issues with individual items

EPrints reports any potential issues with an individual item on the item control page. This can be useful for:

  • a depositor editing an item before submitting to review
  • an editor reviewing an item before making it live
  • an editor or administrator viewing/editing an item in the live archive

The number of issues identified appears on the Details tab:

Issues count.png

A new "Issues" tab is also available:

Issues tab.png

Selecting this tab will list the full details of the issues identified with the item:

Issues details.png

The depositor, editor or administrator can then use the editing options to correct the issue (see Reference below).

Searching for Issues

Some issues may be time dependent, so will not be identified up at the point of deposit or during the editorial review process. For example an item that is listed as "in press" (ie. due to be published) in 2007 may need attention if it is still in press 2 years later - by that time the item will probably have been published and there may be extra metadata available (such as page numbers) which can be added to the item record.

Also, Repository administrators upgrading to EPrints 3,1 may want to revisit their existing records and use the new system to identify any potential problems.

EPrints provides an Issues Search function that is available to editors and administrators via the Admin screen:

Issues search button.png

The Issues Search allows the repository to be searched using a number of criteria, including issue type (see Reference below), item publication date, type and subject headings. It is also possible to limit the search to one of the 4 areas of the repository - here the repository administrator searches for all issues related to items in the live area of the repository:

Issues search form.png

The search results are presented as a list of items, with each item's issues summarised below:

Issues search results.png

Issues Reference (EPrints 3.1)

Issue Reported when Suggested action
In press for too long Publication Status is "Submitted" or "In Press" and Date is more than 2 years ago If the item was published, change its Publication Status to "Published" and enter/verify any additional metadata related to its publication (for example, page numbers, volume, issue, publication date). If the item was not published, change its Publication Status to "Unpublished".
Author names back to front An author's given (first) name is missing or very short (1 character) This issue is intended to identify author names that have been entered back-to-front ie. the author's given (first) name is entered in the family name field and vice versa. Verify that the author name is correct, edit if necessary.
Exact title match The title of an item is exactly the same as another item Verify that the items do not describe the same work. If the item is a duplicate, move it to the Retired area of the repository or delete it outright.
Similar title The title of an item is similar to another item Verify that the items do not describe the same work. If the item is a duplicate, move it to the Retired area of the repository or delete it outright.

Behind the scenes

Default Settings (EPrints 3.1)


Example - check for documents with >1 file

Issues plugins

Example - document checksum does not match