Crowdsourcing is a method of using individual users to keep your data up to date. This is relatively common practice in databases of businesses where keeping address, phone and contact details up to date can be a challenge for the database owner. Crowdsourcing seeks to alleviate this burden by allowing users to identify, claim and edit locations with appropriate notifications and approvals.
Crowdsourcing is an add-on feature. To use Crowdsourcing, upgrade your plan to include the Crowdsourcing add-on.
Once enabled, a number of new features will be enabled. This tutorial will walk you through the process of creating a crowdsourced business directory.
Step 1: Add a link to edit your locations.
Under Results, then List, click Add Field. Then choose "Claim". This link allows the user to request to claim a given location in your database. In the example below, we have updated the link text to read "Edit" and also included an edit icon next to the link:
The placement, text and style of this link is up to you. Some users place this edit link on the Detail pane as shown below:
Once an edit link is in place, users can request to claim locations in your database. However, we must construct the form they will see once they are approved to edit.
Step 2: Edit the Crowdsourcing form
When a user adds or edits a location, you can choose which fields the user can control. For example, if you do not want the user to edit the location name, it can be removed from the form.
Under Crowdsourcing, click Add Field, and choose the fields required for your form. Commonly required fields are already included in the form default setup. Drag and drop form fields and update individual field settings as required to create your form.
Step 3: Add a link to Add Locations (optional)
Claiming an existing location doesn't account for when users want to submit a new profile to your database. For this an "Add Location" link can be inserted into the display. This displays as a Plus icon as shown below:
Enable the "Add Location" link under Crowdsourcing Settings as shown:
The tooltip can be translated by modifying the LOCATOR_ADD_LOCATION language constant.
Enable the "Login" link similarly under Crowdsourcing Settings as shown:
The login tooltip can be translated by modifying the LOCATOR_LOGIN and LOCATOR_LOGOUT language constants.
Step 4: Choose Options & Testing
Back-end v.s. Front-end Editing
Your crowdsourcing users can manage locations entirely from your Website using the locator (front-end editing) or via the MetaLocator control panel (back-end editing). Front end edits are preferable when your crowdsourcing users are managing one or two locations. Back-end edits can be preferable when users have access to many records, and they may need access to bulk edit tools. The back end experience is similar to the MetaLocator administrative control panel minus a majority of features:
In front-end editing, the user interacts with the Interface on your website only, and never sees MetaLocator branding or the control panel (a.k.a. the back-end).
When creating links to your website, the system needs to know what page the Interface is installed on, so that it can create links for login, choose password and so forth correctly. Provide the full URL of the page where the Interface is installed in the Host Page setting shown below:
If this link is not provided, the system will link directly to the Interface preview, which should not be used in a production context with real users.
As users request accounts and access to edit certain locations, this triggers administrative approvals. New users must have new accounts approved, and each request to edit a location must also be approved. This allows users to "own" and manage multiple locations. The flowchart below describes the approval process beginning from the top left, where an anonymous visitor clicks the Edit link, hoping to edit a location.
Enterprise users have access to content versioning controls. These also provide the features necessary to stage changes from crowdsourcing users, allowing their changes to be held in a pending status for review by an administrator before publishing. Without staging, once the user has access to modify a location, they can do so at any time. An Administrative notification of each change is generated, allowing an admin to review the recently published content.
To test the user experience, you must do so as a logged-out user, in order to experience as the end user would. To do this, you can save your changes and open the Interface in a Private Browsing window.
As an anonymous user, you can now test the experience. You must, however, use a secondary email address (other than your MetaLocator account). We commonly use the "plus" trick in internal testing. For example, if your email address is email@example.com, you can commonly receive email at firstname.lastname@example.org. E.g. email@example.com, firstname.lastname@example.org, and so forth. These will be treated as separate accounts in MetaLocator but the email notifications will be delivered to your inbox. When testing in this way, sometimes it is helpful to use a completely separate browser while impersonating a different role. For example, login to MetaLocator as an administrator using Chrome, but browse the website and request to claim a location using FireFox.