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Comments

Comments are internal working notes on a unit of description — for everything that belongs to the record but is not descriptive information: «The person in the photograph is probably Hans Meier», «The dating is wrong», «Check the image crop».

How they are used is described in Comments — this page deals with the set-up.

Comment or text field?

Both are text areas on the record, and they serve different purposes.

Text field Comment
Part of the description yes no
Editable in the object form yes no, separate area
Author and date no yes
Status open/done no yes
In exports depending on the field never
Findable in full text yes no

Rule of thumb: what someone outside is meant to learn about your archive is a text field. What your staff record among themselves or still have to work through is a comment.

Switching on

Comments are switched off as long as you do nothing. After an update, nothing changes in your archive.

There is one single setting for this. Under Administration → Settings:

Setting Values Default
comments_min_role empty, user, user_intern, loan_admin, editor, admin empty

Empty means off. No comment area, no work list, nothing to see. As soon as you enter a role, comments are switched on — and the role entered is at the same time the lowest one allowed to write.

An unknown value (a typo) counts as empty, that is, as switched off. Anton does not guess in the more permissive direction here.

The field is already in the form

On updating to v0.86, Anton creates the «Comments» field and places it at the end of your internal detail form. As long as the setting is empty it draws nothing — so you see nothing until you want to.

Where the area sits remains up to you: in the form editor it can be moved, added to further forms or removed entirely. Once you have moved or removed it, a later update no longer touches the placement.

Who sees what

Role sees writes ticks off work list
not logged in
user (external) only their own from the minimum role
user_intern, loan_admin, editor all from the minimum role yes yes
admin all yes yes yes

Everyone may change and delete their own comments; only the administration may do so for those of others.

The default allows external contributions

With comments_min_role = user, any logged-in person may leave a note — the «that is my grandfather in this photograph» case. Such people see exclusively their own contributions, never those of your team, and cannot tick anything off.

If you do not want that, set the minimum role to user_intern. Comments then remain entirely among your staff.

Visitors who are not logged in cannot comment or see comments under any circumstances.

Protection against misuse

Because external persons can write as well, the following applies:

  • Plain text. No Markdown, no HTML — unlike in text fields.
  • At most 5000 characters per comment.
  • At most 20 comments per account and hour.
  • In the work list, every entry shows the role of the person who wrote it, so an external contribution is recognisable at once.

No approval step is needed: external contributions are invisible to other external persons anyway. The administration can delete any comment.

Where comments do not appear

  • In no export — not in EAD, EAD3, TEI, Dublin Core, RDF or DIP. The only exception is the SQL dump, which by definition is a complete backup of the database. See export matrix.
  • In no public view.
  • Not in the full text of the record. You find comments via the work list, not via the normal search — otherwise working notes would mix in with the hits of your research.

What comments cannot do

No replies to comments, no assignment to particular people, no notifications. There is open and done, nothing more — that covers working through them without imposing a workflow.