3: Learning the Sourcing Interface

In this section, you will be learning how to navigate the dashboard, how to get jobs assigned to you, the parts of the sourcing interface, and all about the critical summary section. 

 

OBJECTIVES:


At the end of this module, you will be able to:
1. Go online & get a Sourcing job!
2. Locate all parts of a client request
3. Add sources and source notes to a request
4. Complete the summary section of the request
5. How to submit a sourcing job

 

SECTIONS:


1. Parts of the Dashboard
2. Going Online
3. Parts of the Interface
      a. Client Request
     b. Interpret Document
     c. Planning
     d. Vetting
     e. Client Response
     f. Previous Response Search
     g. Adding Sources
     h. Adding Source Notes
     i. Resource List
     j. Remove Sourcing Claim
     k. Finished Sourcing
4. The Summary Page


Let's get started!

Parts of the Dashboard

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The dashboard, also referred to as "the Dash," is where you'll start your sourcing process whenever you're ready to work.


HOW TO I GET TO THE DASHBOARD?

Once you sign in, you will see a blue person icon in the upper right corner of the page. When you click on that, you will see a link to the dashboard below the section titled "Research Network." 

Click on that link, and you're on your way!


UPCOMING JOBS

- This is the blue section on the left of the screen. It shows the number of requests in process.

-It is important to know that the number in each queue is representative of jobs that will be available within the next two hours. 

So, if it says there are 5 jobs in sourcing, that does not mean there are 5 waiting to be assigned. It means there are 5 that are going to be assigned once they get out of vetting and planning.

-Job types that you do not have access to are grayed out, while jobs you do have access to are in white.

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IN-PROGRESS JOBS TAB

- These jobs have already been assigned to analysts in some capacity. They could be in any part of the process from Vetting to Research.

-This is important to know because if you need to talk to an analyst about a certain request. 

For instance, if you have sourced a project and you need to contact the writer on Slack for some reason, you can find who is writing it here.

-It is also a way to track your work through the system.


RATED 5-STARS TAB

- These are projects that have been rated 5 stars by clients.

-New analysts often use these projects to learn what a 5-star response looks like.

 -Although you cannot see the sourcing notes or summary on these jobs, you can see the sourcing to get an idea of high quality sources for various types of questions.

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GO ONLINE BUTTON

- Clicking this green button will initiate the process of sourcing assignment.

-When you click on it, a box will pop up that allows you to select the type of job you currently want to do.

-You may not have access to all types of jobs. As a new sourcer, you will likely only have sourcing jobs available to you.


EARNINGS TAB

- This shows you how much money you have earned during the current two-week pay period. 

-Check out this tab for your most up-to-date earnings.

-You can click on the “All time” link to see how much you have earned with Wonder in total.

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CLIENTS

- As a new sourcer, you will not see a number here yet.

-When the first client rates your work 5 stars, you will see this number change to 1. You will see it increase with every 5-star rating you receive.



SCORES

- As a new sourcer, you will see “--” by both “Write” and “Source” in the upper right corner of the screen.

-Your first three jobs do not count toward your score as you learn the sourcing process.

-Once you have completed 6 jobs, you will see a score by “Source.” 

-This is important because scores of 4.49 or lower result in a $10 payout for every completed sourcing job. 

Scores of 4.5 and higher results in a $16 payout for every completed sourcing job. 

Scores below 4.2 result in a mandatory re-education period.


Remember, you must maintain at least a 4.4 rating to stay active on the Wonder platform- so aim for as many 5-stars as possible!

Going Online

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Now that you are familiar with the dashboard, 

it's time to learn how to get your first job!


CHOOSE THE JOB CATEGORY YOU WANT:

1. Click on the green “Go Online” button.

2. Select the radial button next to the type of job you want to do.


HOW CAN I TELL WHICH JOBS I HAVE ACCESS TO?

At first, only Sourcing and/or Writing may be highlighted for you to access.If both are highlighted, you have been approved as a Sourcer and Writer.If only Sourcing is highlighted, you have been initially approved as a Sourcer only. Don't worry, you can always apply to be a Writer later on!


HOW LONG DOES IT TAKE TO GET A JOB?

It depends. If there are many jobs in the queue (there are times when more than 100 jobs are waiting for assignment), you will be assigned one right away. - Be aware that analysts are assigned jobs based on their quality scores. The higher score you have, the higher job assignment priority you have.- Wonder does give new analysts some priority to get experience, but your wait may still be long if there aren’t many jobs available.


THE GREEN CIRCLE JUST KEEPS SPINNING. IS THIS NORMAL?

Yes. The system is searching for a job that matches your selected job type.- Remember: even if a queue shows there are jobs available, they may not actually be in the queue for up to two hours because they may still need to be vetted and/or planned.


HOW TO ACCEPT A JOB:

To accept the job, click on the “Accept” button on the right side of the “New Job!” banner.

-When the system identified a job that matches your selected job type, you will hear a notification sound that alerts you that you have been assigned a new job.

-You will have 30 seconds to accept a job.

-If you do not accept the job within 30 seconds, it will automatically get released to another analyst to claim.

The Sourcing Interface: Reading a Client Request

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READING A CLIENT REQUEST


1. Request title

- Make sure to keep track of the request title. This will allow you to track the request through the system.

- It will also be needed in case you need to report a bug to admin.


2. Research criteria

- This is the most critical aspect of the client request section, since it tells you exactly what the client wants from our research.

- You may see the research criteria directly in the interface or as a link to a Google document.


3. The client’s preferred search strategy

- This is only populated if the client has requested we search certain materials or suggests a search strategy.


4. What does success look like?

- This will tell you what the client is expecting our response to include.

- This isn’t always populated, but if it is, you will want to ensure your summary includes how the response should be structured to meet the client’s definition of success.


5. The client already knows

- This is not always populated, but if it is, you will need to know what information the client already has so you do not repeat what they already know.


6. Other useful information

- This isn’t always populated, but if it is, you will want to ensure you use the information here to help you with your search.

The Sourcing Interface - Interpret Document

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WHAT IS THE INTERPRET DOCUMENT?

The interpret document is basically an expanded client request section. 


HOW DO I KNOW IF THERE IS ONE FOR A REQUEST I'M WORKING ON?

You will know if there is an interpret document attached if there is a link to a Google document in the “Research criteria” section.


Check out the next pages for a walkthrough of the Client Interpret Information!

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1. Request Title

-This will match the request title on the interface


2. Client’s Ultimate Goal (in Laymen’s terms)

- Knowing the client’s goal will help you find sources that are in line with what the client needs


3. How the client will use our research to achieve their goal

- Knowing how the client will use our research will help you only include sources that are relevant to the client’s use3.Wonder’s job

- This section tells you what your sourcing job is specifically, and what the client ultimately wants from the research.

-Make sure to pay special attention to this section, sometimes the client includes specific requirements for the research that they didn't list before. 


4. Research Criteria

- These are the parameters you need to follow when finding sources. 


Criteria may include:

-Geographical focus (global, U.S., etc.)

-Recency of sources (if not stated, must be within the past 24 months)

-Specific inclusions and exclusions

-Instructions for spreadsheet requests

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5. Response format

- Explains how the final response should be written. 

- This mostly concerns the writer, but Sourcers should be aware of the final product so that the summary can explain how the sources work together to answer the client’s inquiry in the requested format.


6. Industry Jargon Definitions

- This is not always populated, but if there are terms or acronyms specific to the industry being researched, their definitions will be here.

- Sourcers should always check this section to make sure they completely understand the topic.


7. The client already knows

- This is not always populated, but if it is, you will need to know what information the client already has so you do not repeat what they already know.


8. The client’s preferred search strategy

- This is only populated if the client has requested we search certain materials or suggests a search strategy.


9. Additional notes to the analyst

- This is not always populated, but if it is, it will provide you with additional information you need to fully answer the client’s question.


 Some examples of information you might see here include:

-Websites

-Suggested research paths

-Resources

The Sourcing Interface: Planning

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Sometimes, a request that you receive will have already been prepared by a Planner. 

As mentioned in the "Cogs in the Wheel" module, Planners provide research steps to help a sourcer find useful resources for an answer.


If a request has a Plan attached:

-There will usually be three or four suggested research paths          

 -Sometimes, there will only be one research path, with multiple steps.

Plans may include (see 'Building Sourcing Speed' module for more details):

-Boolean search strings

-Suggested websites

-Suggested search terms

-Sample results


Please note: 

Before you can submit your sourcing, you will need to select “found answer using this plan” or “plan not useful” and why for each plan.

The Sourcing Interface: Vetting

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Most requests are "vetted" before continuing on in the process.

Here's some more information about Vetters:


VETTER

A Vetter clarifies questions and makes sure they are within scope of Wonder guidelines. An interpreter helps the sourcer/writer to understand the question by explaining any vague language or industry terminology. 


WHAT IF A REQUEST IS NOT IN SCOPE?

-If the full request is not in scope, the Vetter will tell you exactly what to include in your sources

Example: client asks for a list of 50 companies with 10 data points each. A Vetter may write, “We will complete at least 10 or as many as possible within a 2-hour request.”


WHAT IF A REQUEST IS IN SCOPE? 

THEN WHAT?

-If request is in scope, the Vetter will still clarify what will be included in the request

Example: client requests a list but doesn’t specify number. 

Vetter may write, “if a pre-compiled list does not exist, the analyst will create a list of at least 10 companies from scratch.”

The Sourcing Interface: Client Response

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After a Vetter "vets" a request, their notes are sent back to the client to confirm. 

Most of the time, the client responds quickly and confirms or provides more clarification as easy. Sometimes though, a client doesn't respond.


IF THE CLIENT RESPONDS, YOU WILL SEE:

-A confirmation of the Vetter’s explanation

- Clarification of anything the vetter misunderstood


On the client response page, there are some additional pieces of information that you may find useful:


1. View asker’s previous requests

- If the client has asked other questions through Wonder, you will see a link to their previous requests.

- If any part of the request is unclear, you may be able to find clarification by looking at previous requests to see how others interpreted the client’s questions.

- Sourcers can look at similar previous responses to see how analysts approached them.


2. View other requests in this project

- If your request is one of two or more that are on the same topic, you will see a link to the other requests.

- These could be valuable if any part of your request is unclear. You will be able to see how other analysts are approaching their assignments.

The Sourcing Interface: Previous Response Search

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If you ever want to search previous responses in the Wonder database that may pertain to the client's request, you can use the "Previous Response Search"

You may need to do this if your request does not have a plan, or you have followed the plan and you need more sources.


USING THE PREVIOUS RESPONSE SEARCH:

-Below the response window, you will see search box that allows you to search for previous Wonder responses that may provide sources relevant to your topic.

-When you enter search terms, all previous Wonder responses that include those terms will populate as results.

-Below each response, you will see the sources other analysts use to answer questions similar to yours. 

-Be sure to check dates of any sources in the results area to ensure they are still within Wonder’s guidelines.

The Sourcing Interface: Adding Sources

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This is where you are going to add the sources a writer will use to complete the client's request. 


See below for a step-by-step walkthrough of how to navigate this very important section! 


1. “Add URL” sectionTo attach URL sources:

1. Copy the URL of your source

2. Paste the URL in the “Add URL” box

3. Click “Add”

4. Change title if necessary to be descriptive of the source

5. Write source note

6. Click “Add”


To attach PDF sources:

1. Copy URL of PDF

2. Paste URL in “Add URL” box

3. Click “Add”

4. You will need to add a descriptive title to all PDF sources

5. Write source note

6. Click “Add”


To attach downloaded sources:

1. Right click on link to downloaded source

2. Select “copy link address”

3. Paste link address in “Add URL” box

4. Click “Add”

5. You will need to add a descriptive title for all downloaded sources

6. Write source note

7. Click “Add”

The Sourcing Interface: Adding Source Notes

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The source notes are critical to both your success and the writer's success. Source notes must be clear and point directly to the answer within a source.


WRITING A SOURCE NOTE:

Length of note: 160 words max

- If you find that you need more room for a note, you can either tell the writer there are other useful things in the source, but you're running out of note space or you can add more details in your summary.

- Another option is to write your notes in a Google doc and copy the link into the source note box or attach it as a source. 

This should only be done sparingly, as notes are meant to be short and point directly to an answer. 


However, there are times when a Google doc might make sense. 

For example, if you have to make extensive calculations or if the source is extremely long and you find there are many useful sections the writer must include in the brief.

-Notes should point directly to the answer within each source

- Direct quotes: These are good to use if you find the answer word for word in a source or if you find a sentence or two that support the answer. Be sure to use quotation marks so the writer knows they are quotes. 


- Make sure you point to the EXACT location that the pertinent piece of data exists. 

Examples:

-In paragraph number x, you will find x.

-Near the end of page one, you will see that...

-The chart on page 12, shows...

The Sourcing Interface: Wonder Resource List

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To access the Wonder Resource List, click HERE


This link will bring the Wonder Resource Center up in a separate window.


There are TONS of useful sources in the Wonder Resource List, these include:

SimiliarWEb

Serpstat

US Census

Statistia

Amfibi

RocketSearch

Hoovers Crunchbase

Muckety

PR Newswire

SumoRank

DataFox

ImpactSpace

SearchMan


The list goes on....make sure to check it out and bookmark it to use later!

The Sourcing Interface: Remove Sourcing Claim Button

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WHY WOULD I NEED TO REMOVE MY CLAIM?

On occasion, you might discover you need to remove your claim. If you are not finished with your sourcing, DO NOT submit it. Unfinished sourcing will be rejected and this will negatively impact your quality score. Instead, click the "Remove Sourcing Claim" button.


REASONS WHY YOU WOULD NEED TO REMOVE YOUR SOURCING CLAIM:

1. Request is out of scope

- If you select this option, you will need to provide an explanation as to why the request is out of scope

- There will be no penalty for removing a claim for being out of scope.


2. Request is unclear/confusing

- If you select this option, you will need to provide an explanation as to what is unclear or confusing about the request.

- There will be no penalty for removing a claim for being unclear or confusing.


3. I’ve searched everywhere for this information and it’s unavailable

- If you select this option, you will be given links to places where you might be able to find an answer- You may need to source the request as a client update


4. I don’t know how to source this type of request

- If you select this option, you will be given links to places where you might be able to find an answer


5. I don’t have time to finish

- If you receive a request that is going to take longer to source than you planned, you will want to remove your claim using this option.

Incredibly frequent claim removals will result in a temporary pause on your ability to claim sourcing requests - so make sure to try your best!

The Sourcing Interface: Finished Sourcing

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Once are sure you have added all sources a Writer will need to completely answer the client's question or to provide a well-founded client update, you are ready to finish sourcing! 

Yay!


HOW DO I FINISH MY SOURCING WORK?

Just click on the red “Finished Sourcing” button!

Please note: If you have access to writing jobs, you can click the box next to “Claim the writing job for this request,” which will bring you to the writing interface after you complete the summary page.

Summary Page: Full Answer/Response

Overview

This is where you will tie all your sources together and make sure the writer understands your logic so that they can write a 5-star brief. 


You will need to respond to all questions to ensure excellent communication between you and the writer.To do this, you'll write a Summary note at the end of your sourcing work for each request.


SUMMARY NOTE PROMPTS:


1. How did you find the information needed to fully answer this request?


*I found the information pre-existing/pre-compiled

- Select this option if you DID NOT have to calculate or triangulate any information.


*I triangulated the information

- Select this option if you had to use calculations to find the answer.


*There is no reasonable way for me to triangulate this information.

- Select this if you were unable to find any pre-existing or pre-compiled information AND you were unable to find a way to calculate a reasonable answer.

The rest of this section will focus on the process if you answer "I found the information pre-existing/pre-compiled" or "I triangulated the information." Section 17 will focus on the process if you answer "There is no reasonable way for me to triangulate this information."


Selecting the first response will tell the writer that the request has a complete answer to the client's request.

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2. Add Final Sourcing Details

*In 1-2 sentences, please directly answer the client's question.

- This should be the answer the writer uses in their introduction.

- Sometimes, the answer can't be given in 1-2 sentences because it's an analysis question. 

For example, "Describe Americans' current perception of the Affordable Care Act." In this case, a summary of your findings will work, but be sure to explain that the entire brief is needed to fully answer the client's question.


*Please clearly explain the logic you used to come to your conclusion. This should include, but not limited to: criteria used to determine "top", reasoning for selecting studies for case studies, calculations, assumptions, etc.

^ This section is critical because the writer needs to be able to duplicate your thought process.

- Be as clear as possible on your assumptions, calculations, and reasoning so that the writer can easily follow how and why you chose the sources for the brief.


*Please clearly outline the order in which the sources should appear in the response and explain how they tie together.

- Since the capability to re-order sources does not exists, it is probable that you found sources that should be used in the early part of a brief after your found others you had already attached. 

This is why it is important to let the writer know the order in which they should be using the sources.- 


Many Sourcers number their sources after they have entered them all into the interface so that they can easily refer to them in this section. 

This definitely helps a writer know which sources to use first and allows them to make the most of their time.


3. Submit!

Quiz

Quiz Time!

Now you will demonstrate your brand-new knowledge about the Sourcing interface!

Find and and provide the title of a research brief that recently received 5 stars.

What are the six sections of the client’s request portion of the sourcing interface?

  • The client's preferred search strategy
  • Vetting
  • Request title
  • What does success look like?
  • Add URL
  • Research criteria
  • Summary page
  • Go online
  • The client already knows
  • Planning
  • Other useful information

What are the different ways to add various types of sources (i.e. URL, PDF, Downloaded PDF)

What would be one reason a sourcer might want to look at a client's previous requests?

What are the five reasons you can give for releasing a claim? Which reasons could result in blocking you from the dashboard if used too often?

On the Wonder Resources page, how many sources are listed under Education/Schools/Colleges?

  • 8
  • 8
  • 4
  • 2
  • 3

Success

Module Success Code: the