Your Web Client may be configured to use double-blind indexing to help eliminate indexing errors. In double-blind indexing, one user (the primary indexer) indexes documents in any batch whose status is either Awaiting Index or Index in Progress. When the primary indexer finishes indexing the batch, its status changes to either Awaiting Double-Blind Index or Double-Blind Index in Progress. Later, another user (the secondary indexer) independently indexes the same batch, providing Keyword Values without any knowledge of those provided by the primary indexer. Whenever the secondary indexer instructs the system to index a document, the system compares the new Keyword Values with the existing ones, and notifies the secondary indexer of any discrepancies. The secondary indexer can resolve the discrepancies.
To change the batch status to either Awaiting Double-Blind Index or Double-Blind Index in Progress, the primary indexer must index the entire batch.
The secondary indexer cannot change the Document Type or the Document Date.
The secondary indexer must enter a value for each required Keyword Type before any Keyword discrepancies can be identified and resolved.
Double-blind indexing can identify two kinds of discrepancies:
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Different values for the same Keyword Type (for example, Ulysses Grannt vs. Ulysses Grant)
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Different numbers of values for the same Keyword Type (for example, Ulysses Grant vs. both Ulysses Grant and Robert Lee)
Normally, the secondary indexer should click the Index Documents button after indexing each document, so that the document is still open for reference.
The following example shows what the discrepancy notification looks like if one of the Keyword Values is different:
The secondary indexer can click Cancel to return to the Indexing panel and edit Keyword Values manually and then resubmit the document. Alternatively, the secondary indexer can select one of the following options:
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Option |
Description |
|---|---|
|
Change your keyword to the original value: <original value> |
Changes the value to match the value entered by the primary indexer. |
|
Enter a new value |
Changes the Keyword Value to the one specified in the adjacent field. The main use for this option is to add a value when the secondary indexer enters fewer values for a Keyword Type than the primary indexer did. However, it can also be used to enter a new value, different from anything entered before. Therefore, it should be used with special care. |
|
Clear the value you entered |
Clears the Keyword Value entered by the secondary indexer. This option is mainly for use when the secondary indexer enters more values for a Keyword Type than the primary indexer did. It is unavailable when the secondary indexer has not provided a value for the particular instance of the Keyword Type. |
|
Leave your values how they are and accept the discrepancy |
Overwrites the Keyword Value entered by the primary indexer with the value entered by the secondary indexer. |
A separate Indexing dialog box is displayed for each discrepancy.
As soon as the last discrepancy is resolved, the document is automatically imported into the system. The Document Viewer is closed and the Keyword Type fields in the Indexing panel are cleared.