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docs: add annotator guide for the Data Use Annotation Tool
Browse files- ANNOTATOR_GUIDE.md +162 -0
ANNOTATOR_GUIDE.md
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| 1 |
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# ๐ Data Use Annotation Tool โ Annotator Guide
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Welcome! This guide explains how to use the **Data Use Annotation Tool** to review and annotate data/dataset mentions in documents.
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---
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## 1. Getting Started
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### Signing In
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1. Open the tool โ you'll see a login screen
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2. Click **๐ค Sign in with HuggingFace**
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3. Authorize with your HuggingFace account
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4. You'll be redirected to the tool showing your assigned documents
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> **Note:** Only accounts listed in the annotator configuration will see documents. If you see no documents after logging in, contact the admin.
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---
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## 2. Interface Overview
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The tool has two main panels:
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| Panel | Purpose |
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|-------|---------|
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| **Left โ PDF Viewer** | Shows the original PDF for the current page |
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| **Right โ Markdown Annotation** | Shows extracted text with highlighted data mentions |
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### Top Bar
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- **Title** โ "Data Use Annotation Tool"
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- **Progress Bar** โ Overall annotation progress across all corpora
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- **User Badge** โ Your HuggingFace username
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- **๐ Leaderboard** โ See annotation stats for all annotators
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### Document Selector
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- Dropdown at top-left showing your assigned documents
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- Documents are labeled by corpus: **[World Bank]**, **[UNHCR]**, etc.
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- Format: `[Corpus] Doc N (X pages)`
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---
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## 3. Page Navigation
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At the bottom of the screen you'll find the page navigator:
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```
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โฎ โ Prev | Page 3 โ (3 / 11) | Next โ โญ
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```
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| Button | Action |
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|--------|--------|
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| **โ Prev / Next โ** | Move one page at a time |
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| **โฎ / โญ** | Jump to the previous/next page that has data mentions |
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| **โ (green dot)** | Indicates the current page has AI-detected data mentions |
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All pages are shown, including those without mentions. Use the jump buttons to quickly navigate to pages of interest.
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---
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## 4. Understanding Data Mentions
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The AI model pre-detects potential dataset mentions in the text. Each mention is highlighted with a color based on its **tag**:
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| Color | Tag | Meaning |
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|-------|-----|---------|
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| ๐ข Green | **Named** | A specific, named dataset (e.g. "2022 National Census") |
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| ๐ก Amber | **Descriptive** | A described but not formally named dataset (e.g. "a household survey") |
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| ๐ฃ Purple | **Vague** | An unclear or ambiguous data reference |
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| โช Gray | **Non-Dataset** | Flagged by the model but not actually a dataset |
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A **legend** above the text shows the count of each type on the current page.
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---
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## 5. Reviewing Existing Mentions (Validation)
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Click the **toggle button (โน)** on the right edge to open the **Data Mentions** side panel. For each AI-detected mention you can:
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### Validate
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1. Click **Validate** on a mention
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2. Optionally add notes explaining your decision
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3. Choose one of:
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- โ
**Correct** โ The mention is a real dataset
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- โ **Wrong** โ The mention is not a dataset (false positive)
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### Change Tag
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- Click the **tag badge** (e.g. "Named") to edit it
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- Select the correct tag from the dropdown
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- Click **Save** to update
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### Delete
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- Click **๐ Delete** to remove a false mention
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- Click again to confirm (auto-cancels after 3 seconds)
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### Status Indicators
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- **"Needs review"** โ Not yet validated by you
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- **"โ verified"** / **"โ rejected"** โ Your validation result
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- A checkmark appears next to validated mentions
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---
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## 6. Adding New Annotations
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If you spot a dataset mention that the AI missed:
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1. **Select the text** โ Click and drag to highlight the dataset name in the markdown preview
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2. **Click "โ๏ธ Annotate Selection"** โ The annotation modal will appear
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3. **Choose a Dataset Tag**:
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- **Named Dataset** โ A specific named dataset
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- **Descriptive** โ A described but unnamed dataset
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- **Vague** โ An ambiguous reference
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4. **Click "Save Annotation"** โ Your annotation is saved
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> **Tip:** If no text is selected when you click the button, it will shake to remind you to select text first.
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---
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## 7. Page Workflow
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For each page, the recommended workflow is:
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1. **Read** the markdown text on the right while referencing the PDF on the left
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2. **Review** each highlighted mention โ validate or reject in the side panel
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3. **Add** any missed mentions using text selection
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4. **Move** to the next page (a warning appears if you have unvalidated mentions)
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### Unvalidated Mentions Warning
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When moving to the next page with unvalidated mentions, you'll see:
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> โ ๏ธ You have N unverified data mention(s) on this page. Do you want to proceed?
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You can proceed or go back to finish validating.
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---
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## 8. Tips & Best Practices
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- **Use the PDF** for context โ the markdown is extracted text and may have formatting issues
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- **Jump buttons (โฎ/โญ)** let you skip pages without mentions quickly
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- **Pages without mentions** may still contain datasets the AI missed โ browse them when possible
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- **Validate everything** on a page before moving on for the most efficient workflow
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- **Be precise** when selecting text for new annotations โ select just the dataset name, not surrounding context
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---
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## 9. FAQ
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**Q: Can I undo a validation?**
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A: Click "Validate" again to re-validate with a different verdict.
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**Q: What if the markdown text doesn't match the PDF?**
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A: This can happen with complex layouts (tables, figures). Annotate based on what you can read. The PDF is the source of truth.
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**Q: Why are some pages empty?**
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A: Some pages (like cover pages or blank pages) may have no extracted text. Use the jump buttons to skip them.
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**Q: Who sees my annotations?**
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A: Annotations are stored centrally. Admins and other annotators with access to the same documents may see your work.
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---
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## Need Help?
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Contact the project admin if you encounter issues or have questions about specific annotation decisions.
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