File and Batch actions

This page has details of all the Actions you can use when working online with your files and batches.

Uploading a new file

A file can be Uploaded, Verified (checked) and Processed (added to the database) either immediately or overnight, depending on its size.

You should Upload a new file when you have finished a batch. A batch should preferably contain either a Register Book or one Microfiche and have no more than 2,000 records.

Only new files can be Uploaded: you will need to Replace a file that has been previously Uploaded.

  1. Transcribe your file onto your computer until you have finished a batch.
  2. Log in by selecting Members
  3. Select Batches
  4. Select Upload New Batch
  5. Browse to find the file on your computer
  6. Select Upload
  7. Once uploaded, your file will be processed automatically:
    • A small file will be processed straight away
    • A larger file will be processed overnight
    • If you are a Trainee, your file will be verified only, that is, checked it for errors. You will not be able to add records to the database. (Such batches will be listed in orange once verified.)
  8. You will get an email to say when your file has been processed and whether or not it has errors:
    • If your file has errors, then you can correct them online (see next section)
    • Your SC will also get a copy of the email, as will the relevant CC (if they are not the same person as your SC)
    • You cannot Upload this file again — you will need to Replace it. See the Replace instructions for details.

Replacing a file

After uploading a file, if you do more work on the transcription on your computer, then you will need to Replace the file on the server:

  1. Log in, then select Batches
  2. Find your file in the list, then select RL to Replace it
  3. The file will be processed automatically, depending on its size
A list of batches with actions
A list of Batches: hover over the i symbol for a key to the available Actions

Troubleshooting upload and replace

There are two situations where you (and your coordinator) may need some extra help:

  • A file remains in the Waiting for processing list more than a day after you ask for it to be Processed
  • A file disappears from the Waiting for processing list, but doesn’t appear in the Most Recent batches list

In each case there has probably been an issue with its Processing. It is also likely that the file cannot be Replaced, either by you or your coordinator. You will need to contact a System Administrator by selecting Website problem on the Contact form. In your message, please include: UserID and file name.


View unique names

There is a new feature to help you and your coordinator identify possible transcription errors, problems and typos: you can now view a listing of all the unique names in a batch. This applies to both forenames and surnames, for each of the participants.

  • Log in and select Batches
  • Find the batch you want to check and select SH (show)
  • Select the Unique names action

Correcting errors

Log in and select Batches. You will see all your batches with the latest first. Batches with errors will be shown in red:

  • Select ER and you will see the errors. You can correct them there and then.
  • After making the changes, you will find that your batch is Locked — this is to prevent your corrections being accidentally overwritten:
    • Download your corrected file using DL so that the version on your computer matches what is now in the database.
    • You will find that your file is now Unlocked.

If you are a Trainee, you will need to use DE to delete your file, listed in orange, once you have completed your training.

Batch and file locks

When a batch is locked, the whole file is locked. There are actually two locks: one for you and one for your coordinator. Yours will be set if you make an online edit; your coordinator's will be set if they make an online edit to your batch. You can remove your own lock by downloading a copy of the edited file: from any listing of your files, find the file and then click on DL.

If your coordinator has set the lock after editing your batch, then they will remove it when they are sure that you have downloaded a copy of the edited file. If your coordinator has locked the batch for any other reason, then they will unlock it when the reason for the lock is no longer a problem.

Edit entries

If you want to do an online edit of any entry in your batch, then select ED from one of the report screens. After you have made the change, remember that your file will Locked — you will need to Download (DL) the corrected version of the file to Unlock it again.

If you have a lot of changes to make to a batch, it may be simpler to make the changes using your computer, then Replace and Process the file.

Note for Coordinators: if you are making a lot of changes on behalf of a transcriber, Download the file, make the changes in a text editor, then Replace it.

Seeing your edits

After you have edited an entry, the changes will be available in the database pretty much immediately. However, any resulting changes in information about the batch, such as date of last update, or entry counts by decade, will not be available until the following day: this is because information about the batch is only updated overnight.

Files vs batches

What is the difference between a file and a batch? Sometimes it seems as if they are the same thing, at others they seem different.

It all depends on what is in your file…

If you follow our advice to only include records from a single Register Book or Microfiche in a file, then that file will comprise one batch. In this case, the file and the batch will have the same records, and in that sense are the same thing. The difference is that files are what get uploaded to (and downloaded from) the server, whilst batches are one aspect of how the database is organised.

On the other hand, if you include records from more than one Church and Register Type, or even from more than one Place, your file will be split into more than one batch in the database. Your file is then, in effect, a collection of batches. We do not recommend this approach.