Use these guidelines below for a general information for indexing records on Kindex. Please note that specific Kindex Projects may have other indexing guidelines you will need to follow. For a step-by-step guide on indexing in Kindex, see Getting Started.
Overview Indexing is both adding information to and extracting information from a record. When you index a record, it becomes far more valuable than a non-indexed record, due to its ability to be searched, organized, and applied in many different ways.
Record Info Indexing begins when you upload a record and add a title, choose a record type, and assign the record to a person. This macro data helps Kindex sort the record and search the record using its name, record type, or title.
Transcription A transcription is an written copy of what is written or spoken in an original record. In the case of a written document, you type what you see. If there is no text found on the record (such as a photo), you can add a description of the photo using the image tool. In the case of an audio or video record, you type what you hear.
Tag Record tagging is a way to add information to your record that would otherwise not be found through searching the Record Info or Transcription. For example, you may tag the word “he” in a letter as “Ellsworth Clark”. This will allow the record to be searched and shared by that proper name. Other information in the Tag step includes subject keywords, provenance, places, and dates.
|Undo Undo your last action|
|Redo Redo your last action|
|Strikethrough Format transcription to match strikethrough text in original. Highlight word or phrase and click the Strikethrough button.|
|Spelling Use where text is misspelled or abbreviated and you want to add corrected or full word.|
|Inline Note Use when record has text inserted within a line. Highlight the text above the line and click the inline note tool.|
|Marginal Note Use for notes written in the margin or otherwise not part of the flow of the document. Marginal notes appear as footnotes within the record. Highlight the text above the line and click the inline note tool.|
|Image For records that contain images, or for records such as photos, use the image tool to add a description of the image within the transcription. Images are numbered in the case of multiple images on a page (as found in scrapbooks). You may also delete an image description box.|
|Illegible Text Use when you are unable to transcribe a word or phrase. To mark an area that has illegible text, place your cursor where the text should be and click the illegible text button.|
|Page Break To add a page break, click this button.|
|Help Click the Help button to get indexing helps and guidelines.|
|Person Tag Highlight a name or pronoun to tag a person. Choose from people already in your person list or add a new person.|
|Place Tag Highlight a location in your transcription and add a place tag.|
|Date Tag Highlight a date in the transcription and add a standardized date.|
Other Buttons & Tools
|Record Info View the record's Title, Record Category, and Person.|
|Expand Workspace Expand your workspace as needed.|
|Reduce Workspace Reduce your workspace as needed.|
|Push Text Right Shift the text to the right.|
|Push Text Left Shift the text to the left.|
|A+||Text Size Increase Increase the size of your text in your transcription on the Share Screen|
|A-||Text Size Decrease Decrease the size of your text in your transcription on the Share Screen|