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Tutorial — DocumentCloud annotation workflow
Skill: document-research-specialist / public-records-research-specialist
Time: ~20 minutes per document
Goal
Publish primary sources with highlights and structure so readers can verify claims.
Steps
- Upload PDF to DocumentCloud (or your org instance).
- Run OCR if needed; fix page order for mis-scanned bundles.
- Add summary and tags (agency, date, topic).
- Create annotations tied to exact page coordinates for each cited fact.
- Link entities (people, orgs) when the platform supports it.
- Embed or link the document from your story with “primary document” labeling.
Pitfalls
- Redacted pages — note what is withheld vs missing.
- Bulk uploads without metadata become unsearchable later.
Next steps
- Tutorial — Web archiving for evidence preservation for live web pages
