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Merge branch 'Nick-Tallguy-gh-pages' into gh-pages
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jeffhaack committed Nov 4, 2014
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58 changes: 26 additions & 32 deletions _layouts/doc.html
Expand Up @@ -65,59 +65,53 @@
element.id = sectionCopy;
}
};

var allH2 = document.getElementsByTagName('h2');
var allH3 = document.getElementsByTagName('h3');
addId(allH2);
addId(allH3);

// make the titles linkable
$('h2[id], h3[id]','.doc').attr('title', 'Link to this section').click(function(e) {
window.location.hash = $(e.currentTarget).attr('id');
});

//select the image containers so the images can be centered, styles in css
$('img').parent().addClass('has-image');

// make title nav sticky
{% unless {{page.cover}} %} // excluding cover pages
$(document).ready(function(){
var nav = $('.doc-nav'),
navTop = nav.offset().top,
navHeight = nav.outerHeight(true),
footerHeight = $('#footer').outerHeight(true);

$(window).scroll(function(e){
var scrolled = $(this).scrollTop();
var leftToScroll = $(document).height() - scrolled;

if (scrolled >= navTop && leftToScroll > (footerHeight + navHeight + 20)) {
// if in the middle - nav box is positioned fixed
nav.addClass('fixed');
nav.removeClass('bottom');
} else if (scrolled < navTop) {
// if at the beginning - nav box is positioned at top
nav.removeClass('fixed');
nav.removeClass('bottom');
} else if (leftToScroll <= (footerHeight + navHeight + 20)) {
// if at the end - nav box is positioned at bottom
// only if height of viewport is not sufficient to have nav box and footer in it
if ((footerHeight + navHeight + 20) > $(window).height()) {
nav.removeClass('fixed');
nav.addClass('bottom');
}
}
});
var nav = $('.doc-nav'),
navTop = nav.offset().top,
navHeight = nav.outerHeight(true),
footerHeight = $('#footer').outerHeight(true);
$(window).scroll(function(e){
var scrolled = $(this).scrollTop();
var leftToScroll = $(document).height() - scrolled;

if (scrolled >= navTop && leftToScroll > (footerHeight + navHeight + 20)) {
// if in the middle - nav box is positioned fixed
nav.addClass('fixed');
nav.removeClass('bottom');
} else if (scrolled < navTop) {
// if at the beginning - nav box is positioned at top
nav.removeClass('fixed');
nav.removeClass('bottom');
} else if (leftToScroll <= (footerHeight + navHeight + 20)) {
// if at the end - nav box is positioned at bottom
// only if height of viewport is not sufficient to have nav box and footer in it
if ((footerHeight + navHeight + 20) > $(window).height()) {
nav.removeClass('fixed');
nav.addClass('bottom');
}
}
});
});
{% endunless %}

// get the second url of doc nav and make it the url of the 'proceed' link
var proceedTo = $('.doc-nav li:nth-child(2) a').attr('href');
$('a.start').attr('href',proceedTo);

// Set the min-height of the page dynamically based on height of navigation div
$('.doc-main').css("min-height", function() {
return $('#doc-nav-left').height() + 25;
});

</script>
</script>
158 changes: 158 additions & 0 deletions _posts/en/coordination/0500-10-23-tasking-manager.md
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---
layout: doc
title: Tasking Manager
permalink: /en/coordination/tasking-manager/
lang: en
category: coordination
---

# Tasking Manager


In this section, we look at the HOT Tasking Manager, an intuitive tool that mappers can use to sort an area into a grid, and work together to map an area in an organized way. The OSM Tasking Manager allows mappers throughout the world to assist in mapping a defined region with a minimum risk of overlapping work areas ( *software editing tools use the term "conflict" when two mappers attempt to save changes to the same object - their work has overlapped & the software tools will not allow the data to be uploaded until the conflict is cleared* ).

## Overview of the process

1. An administrator selects an area requiring updating in OpenStreetMap. The administrator ensures there is suitable satellite imagery available for remote mappers to trace, and creates a project covering the area. The level of detail required and the urgency are specified within the project together with any other information the remote mapper will require. When satisfied, the administrator publishes the project within the Tasking Manager, although they may also make changes later if required.

2. A remote mapper (also sometimes referred to as an armchair mapper) selects a task square, completes the mapping, and marks the square as complete.

3. A second remote mapper checks that the square is completed to a satisfactory level and marks the square as 'validated'

4. Progress of the mapping of the project can be monitored from within the "stats" tab of the project, and the project can be downgraded or archived as required by an administrator.


## Options & links

The Task Manager initially displays in english - to change to another language click on **en** in the red header banner.

![Tasking Manager Languages][]


For information about the Tasking Manager, HOT sponsors, partners & help click on **About** at the top of the page.

![Tasking Manager About][]

Once you have logged in, you may click on your username at the top. Here you can:

- Access a list of projects for which you have completed squares,
- Go to your **Messages** screen within the Tasking Manager (this is not the same as the OpenStreetMap messaging system)
- Logout
- See a list of all users who have contributed completed squares within the Tasking Manager. You may access links to see more information about the user you select, such as which tasks they have completed squares for, and how many.

![Tasking Manager Username_list][]

## Getting started with the Tasking Manager

You may view projects as a visitor, but to actively participate you must be logged into the Tasking Manager - use your OpenStreetMap account username & password. Open your Internet browser and go to [tasks.hotosm.org](http://tasks.hotosm.org). You will see a page like this:

![Tasking Manager Login][]

- Click “login to OpenStreetMap”
- You are agreeing to allow this application some access to your OpenStreetMap account.  Click “Save Changes.”

![Authorizing access to OSM account by the Tasking Manager][]


## Locating a project

The current list of projects may be sorted according to:

- High priority
- Creation date, or
- Last update

You can further refine your list by clicking in the **Your Projects** box, to see just the projects in which you have marked squares as complete, and/or you may use a free text search to locate projects that contain particular text strings, such as **Ebola** (search is not case sensitive).

Projects are frequently referred to by their Project number, e.g., [**#711 - Ebola Outbreak, Kayes, Mali - Pre-emptive building mapping**](http://tasks.hotosm.org/project/711)


- Click on a blue project title to see more information about that project.

![Job description][]

## Project details

Everything you need to know about the project is here! On the left is a description
of the mapping project and what is required. On the right side is a grid showing
the area to be mapped;

- Mauve line normally visible in the perimeter squares of a project indicates the border of the project. This border normally follows the avaiable imagery, so may appear an unusual shape. Although mapping may be completed outside this border, it is not a requirement and will not be considered by validators.
- Pink areas of the map indicate higher priority areas,
- Yellow grid squares have been completed,
- A yellow border indicates the square is being worked on now,
- Green squares have been completed and “validated”, and the remaining squares still need to be completed.

### Instructions tab
This shows what is required in the mapping task. Some tasks are only suitable for more experienced mappers, and the instructions will explain this. Make sure you read and understand this section - some projects only require the road network, others may require all available information to be added to the map, such as; roads, land use boundaries such as 'residential', rivers and other water features, buildings (their outline should be traced) barriers such as walls and fences, etc.. There will be a section indicating the **Changeset comment** you should copy & paste into your editing programme when uploading/saving your changes, together with the **source** information you may (depending on your editing software) need to copy & paste to the source field on making changes. When checking a square marked as complete, validators will expect that the requirements from the instructions tab have all been completed.

### Activity tab
This shows activity that has taken place within the task in chronological order.

### Stats tab
This contains a graph of progress & other information. The Stats tab also contains a list of mappers who have completed at least one square within the project - to see which squares they have completed, you can *hover your mouse cursor* over a username, and the squares they have completed will become the only ones visible (**use this to locate the squares you have previously completed**). Once you have located the square by hovering your mouse over the user name, you may click on the square to see the comments that have been left by mappers and validators for the square, which is a useful way of obtaining feedback from validators.

### Contribute tab
Click when you are ready to start mapping. You may choose your square to work on by selecting it from the map, or by clicking on the "Take a Task at random" option.

![Picking a task][]

## Selecting a square to map
![Assigned task square][]
Having selected your square you will be able to see if there is any history for this square, such as a mapper starting to map, but realizing they do not have time to complete the square.

If you accidentally select a square, you can release it again by clicking on the blue 'x' - shown next to the **Task#26** text in the screenshot above.

Clicking on the **Start Mapping** button locks the square so that no other mapper can select it until it is released again, and starts a 2 hour (120 minute) countdown timer, at the end of which time the square is automatically released. It is good practice to check on your countdown timer on a regular basis - it is easy to become engrossed in your mapping and not realise your square has been released, and has now been selected by another mapper who has started mapping it too. This can lead to conflicts and problems.


### Editing choices

Different options for editing are are presented to you as soon as you lock a square.

![Editing options][]

#### Edit with JOSM
- when selected (assuming you have set-up JOSM to use remote control), will automatically load any existing data from OSM into JOSM (*make sure you do not have the "download data automatically" plug-in activated - de-activate under the file menu*), & will also automatically load the imagery for you to trace from

#### iD editor
- select this to automatically start a new tab or window of your web browser, with existing OSM data loaded. Some users of the Internet Explorer web browser have experienced problems & Potlatch 2 loads instead. Your original tab or window with the Task Manager will still be present.

#### Potlatch 2
- editor will load in a new window or tab.

#### Walking Papers / Field Papers
- For use only when you are involved in a project where a local mapper has carried out a ground survey and marked a printed map with information such as road names. This map can be rescanned & used as a background image for a remote or local mapper to read the information & update the OpenStreeetMap data.

### Splitting a square
Having selected your square and inspected it with the imagery in place, you may realise that there is far too much detail required for mapping, for it to be completed by one person within the 2 hour time limit, in which case it *may* be possible to split the square into 4 smaller squares - there is a limit, which is set by the administrator, on which squares may be split, to prevent the squares becoming unmanageable because they are so small. *Use with caution* If/when squares are split too small it is difficult to judge what type of highway is involved, and to identify other features.

### Releasing a square before it is complete
If you start working on a square, but cannot complete it for some reason, it is best practice to leave a comment against the square, such as *'Almost complete, small village top left in the square to be traced - I've run out of time, hence releasing this square'*. Type the comment in the box, then click the release button.

### Finishing a square
It is very difficult to be completely certain that you have completed a square - however it is acceptable to mark the square as complete if you are fairly sure - the contents will be checked by another mapper when validating, and any small additions can be made then. For the process to work, mappers need to mark squares as complete rather than leaving them for several other 'not sure' mappers to spend time also checking them. When you have finished editing and think that the square is complete, save any remaining edits with your editing programme, then return to the Tasking Manager, add a comment to the box such as "Complete as far as I can see, but there is cloud covering the top right corner of the square & I cannot see to trace this area", and click on the "Mark Task as Done" button.

### Sending a message from the comment box
When leaving a comment against a square, you can have the comment sent as a message to a named mapper - @ followed by the username, such as **@Tallguy** in the text will send a message to Tallguy containing the comments from this box, and the message will be linked to the square that the comments box relates to, allowing the receiver to view the task square referred to. This is particularly useful when validating, to send a useful encouraging hint to a new mapper, although there are many occassions when the language barrier prevents this.

### Referring to a particular square when sending an email
If you need to send a message, such as an email or an IRC message, and you are querying something concerning a particular square within a project (perhaps you need help identifying something from the satellite imagery);

1. click on the square concerned
2. click on the address bar in your web browser, which should show something similar to 'http://tasks.hotosm.org/project/713#task/259'
3. highlight with the mouse all of the text in the address bar, or use the shortcut keys 'Ctrl+a' to select all the text, then use shortcut keys 'Ctrl+c' to copy the text
4. in your email, IRC message, or other message,
either, mouse right click & paste,
or shortcut keys 'Ctrl+v', to paste the link into the message.


[Tasking Manager Login]: /images/en/coordination/tasking_manager/tasking_manager_image01.png
[Tasking Manager Username_list]: /images/en/coordination/tasking_manager/tasking_manager_image02.png
[Authorizing access to OSM account by the Tasking Manager]: /images/en/coordination/tasking_manager/tasking_manager_image03.png
[Job description]: /images/en/coordination/tasking_manager/tasking_manager_image04.png
[Picking a task]: /images/en/coordination/tasking_manager/tasking_manager_image05.png
[Assigned task square]: /images/en/coordination/tasking_manager/tasking_manager_image06.png
[Editing options]: /images/en/coordination/tasking_manager/tasking_manager_image07.png
[Tasking Manager About]: /images/en/coordination/tasking_manager/tasking_manager_image011.png
[Tasking Manager Languages]: /images/en/coordination/tasking_manager/tasking_manager_image012.png

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