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Curating submitted profiles.
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kjolley committed Jun 23, 2015
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79 changes: 78 additions & 1 deletion curate_submissions.rst
Original file line number Diff line number Diff line change
Expand Up @@ -104,14 +104,91 @@ Closing the submission
======================
You can add a message to the submitter by entering it in the message box and
clicking 'Add message'. Once sequences have all been either assigned or
rejected, the 'Close submission button' will be displayed. Click this to close
rejected, the 'Close submission' button will be displayed. Click this to close
the submission. The submitter will be notified of their submission status.

.. image:: /images/curate_submissions/curate_submissions16.png

********
Profiles
********
Click the appropriate submission on the 'Manage submissions' page.

.. image:: /images/curate_submissions/curate_submissions17.png

You will see a table summarizing the profiles in the submission and their
current status.

.. image:: /images/curate_submissions/curate_submissions18.png

Individual profile curation
===========================
Individual profiles can be curated singly by clicking the 'Curate' links next
to the profile in the table.

.. image:: /images/curate_submissions/curate_submissions19.png

Clicking this link takes you to the curation interface
:ref:`single profile upload page<single_profile_upload>`. The upload form will
be filled with details from the submission.

.. image:: /images/curate_submissions/curate_submissions20.png

Clicking 'Submit' from this form will define the new profile and add it to the
database. A link on the confirmation page will take you back to the submission
management page.

.. image:: /images/curate_submissions/curate_submissions21.png

You will find that the status of the newly assigned profile has changed in the
summary table. The assigned value and status are determined on display and
should always reflect the live database values.

.. image:: /images/curate_submissions/curate_submissions22.png

Batch profile curation
======================
Often, you will want to batch upload submitted profiles. This can be done by
clicking the 'Batch curate' button.

.. image:: /images/curate_submissions/curate_submissions23.png

This takes you to the
:ref:`batch profile upload page<batch_profile_upload>` in the curators'
interface.

The upload form will be filled with details from the submission.

.. image:: /images/curate_submissions/curate_submissions24.png

After upload, a link on the confirmation page leads back to the submission
management page.

.. image:: /images/curate_submissions/curate_submissions25.png

The status of the profiles should reflect their newly assigned status.

.. image:: /images/curate_submissions/curate_submissions26.png

Rejecting profiles
==================
Sometimes you may need to reject all, or some of, the profiles in the
submission. This may be because isolate data had not been made available,
against the policy of the database. You can do this by changing the value in
the status dropdown box next to each profile. Click 'Update' to make the
change.

.. image:: /images/curate_submissions/curate_submissions27.png

Closing the submission
======================
You can add a message to the submitter by entering it in the message box and
clicking 'Add message'. Once profiles have all been either assigned or
rejected, the 'Close submission' button will be displayed. Click this to
close the submission. The submitter will be notified of their submission
status.

.. image:: /images/curate_submissions/curate_submissions28.png

********
Isolates
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4 changes: 4 additions & 0 deletions curator_guide.rst
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Expand Up @@ -276,6 +276,8 @@ Fill in the form as needed:
Click 'Submit' when finished.

.. _single_profile_upload:

*************************************
Adding new scheme profile definitions
*************************************
Expand All @@ -289,6 +291,8 @@ A form will be displayed with the next available primary key number already ente

.. image:: /images/curation/add_scheme_profile2.png

.. _batch_profile_upload:

More usually, profiles are added in a batch mode. It is often easier to do this even for a single profile since it allows copying and pasting data from a spreadsheet.

Click the batch add (++) profiles link next to the scheme name:
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