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help.php
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<?php
// help.php -- HotCRP help page
// HotCRP is Copyright (c) 2006-2017 Eddie Kohler and Regents of the UC
// Distributed under an MIT-like license; see LICENSE
require_once("src/initweb.php");
class HelpTopic {
public $id;
public $name;
public $description;
static public $list = array();
public function __construct($id, $name, $description = null) {
$this->id = $id;
$this->name = $name;
$this->description = $description;
}
static public function register($id, $name, $description = null) {
assert(!isset(self::$list[$id]));
self::$list[$id] = new HelpTopic($id, $name, $description);
}
}
HelpTopic::register("topics", "Help topics");
HelpTopic::register("chair", "Chair’s guide", "How to run a conference using HotCRP.");
HelpTopic::register("search", "Search", "About paper searching.");
HelpTopic::register("keywords", "Search keywords", "Quick reference to search keywords and syntax.");
HelpTopic::register("tags", "Tags", "How to use tags to define paper sets and discussion orders.");
HelpTopic::register("tracks", "Tracks", "How tags can control PC access to papers.");
HelpTopic::register("scoresort", "Sorting scores", "How scores are sorted in paper lists.");
HelpTopic::register("revround", "Review rounds", "Review rounds are sets of reviews with different deadlines.");
HelpTopic::register("reviewratings", "Review ratings", "Rating the quality of reviews.");
HelpTopic::register("votetags", "Voting", "PC members can vote for papers using tags.");
HelpTopic::register("ranking", "Ranking", "PC members can rank papers using tags.");
HelpTopic::register("formulas", "Formulas", "Create and display formulas in search orders.");
if (!isset($_REQUEST["t"])
&& preg_match(',\A/(\w+)\z,i', Navigation::path()))
$_REQUEST["t"] = substr(Navigation::path(), 1);
$topic = defval($_REQUEST, "t", "topics");
if ($topic == "syntax")
$topic = "keywords";
if ($topic == "revrate")
$topic = "reviewratings";
if (!isset(HelpTopic::$list[$topic]))
$topic = "topics";
if ($topic === "topics")
$Conf->header("Help", "help", actionBar());
else
$Conf->header("Help ∕ <strong>" . HelpTopic::$list[$topic]->name . "</strong>", "help", actionBar());
function _alternateRow($caption, $entry, $next = null) {
global $rowidx;
if ($caption) {
$below = "";
if (is_array($caption))
list($caption, $below) = $caption;
if (!preg_match('/<a/', $caption)) {
$anchor = strtolower(preg_replace('/\W+/', "_", $caption));
$caption = '<a class="qq" name="' . $anchor . '" href="#' . $anchor
. '">' . $caption . '</a>';
}
echo '<tr><td class="sentry nw" colspan="2">',
'<h4 class="helppage">', $caption, '</h4>', $below, '</td></tr>', "\n";
$rowidx = null;
}
if ($entry || $next) {
$rowidx = (isset($rowidx) ? $rowidx + 1 : 0);
echo '<tr class="k', ($rowidx % 2), '">',
'<td class="sentry"', ($next === null ? ' colspan="2">' : ">"),
$entry, "</td>";
if ($next !== null)
echo '<td class="sentry">', $next, "</td>";
echo "</tr>\n";
}
}
function _subhead($head, $entry, $id = false) {
if ($id || $head)
echo '<h3 class="helppage"', ($id ? ' id="' . $id . '"' : ''),
'>', $head, "</h3>\n";
echo '<div class="helppagetext">', $entry, "</div>\n";
}
function topics() {
echo "<dl>\n";
foreach (HelpTopic::$list as $ht)
if ($ht->id !== "topics")
echo '<dt><strong><a href="', hoturl("help", "t=$ht->id"), '">',
$ht->name, '</a></strong></dt><dd>', $ht->description, '</dd>', "\n";
echo "</dl>\n";
}
function _searchForm($forwhat, $other = null, $size = 20) {
$text = "";
if ($other && preg_match_all('/(\w+)=([^&]*)/', $other, $matches, PREG_SET_ORDER))
foreach ($matches as $m)
$text .= Ht::hidden($m[1], urldecode($m[2]));
return Ht::form_div(hoturl("search"), array("method" => "get", "divclass" => "nw"))
. "<input type='text' name='q' value=\""
. htmlspecialchars($forwhat) . "\" size='$size' /> "
. Ht::submit("go", "Search")
. $text . "</div></form>";
}
function _searchLink($q, $linkhtml = null) {
return '<a href="' . hoturl("search", ["q" => $q]) . '">'
. ($linkhtml ? : htmlspecialchars($q)) . '</a>';
}
function search() {
_subhead("", "
<p>All HotCRP paper lists are obtained through search, search syntax is flexible,
and it’s possible to download all matching papers and/or reviews at once.</p>
<p>Some hints for PC members and chairs:</p>
<ul class='compact'>
<li><div style='display:inline-block'>" . _searchForm("") . "</div> finds all papers. (Leave the search field blank.)</li>
<li><div style='display:inline-block'>" . _searchForm("12") . "</div> finds paper #12. When entered from a
<a href='#quicklinks'>quicksearch</a> box, this search will jump to
paper #12 directly.</li>
<li><a href='" . hoturl("help", "t=keywords") . "'>Search keywords</a>
let you search specific fields, review scores, and more.</li>
<li>Use <a href='#quicklinks'>quicklinks</a> on paper pages to navigate
through search results. Typing <code>j</code> and <code>k</code> also goes
from paper to paper.</li>
<li>On search results pages, shift-click checkboxes to
select paper ranges.</li>
</ul>");
_subhead("How to search", "
<p>The default search box returns papers that match
<em>all</em> of the space-separated terms you enter.
To search for words that <em>start</em> with
a prefix, try “term*”.
To search for papers that match <em>some</em> of the terms,
type “term1 OR term2”.
To search for papers that <em>don’t</em> match a term,
try “-term”. Or select
<a href='" . hoturl("search", "opt=1") . "'>Advanced search</a>
and use “With <b>any</b> of the words” and “<b>Without</b> the words.”</p>
<p>You can search in several paper classes, depending on your role in the
conference. Options include:</p>
<ul class='compact'>
<li><b>Submitted papers</b> — all submitted papers.</li>
<li><b>All papers</b> — all papers, including withdrawn and other non-submitted papers.</li>
<li><b>Your submissions</b> — papers for which you’re a contact.</li>
<li><b>Your reviews</b> — papers you’ve been assigned to review.</li>
<li><b>Your incomplete reviews</b> — papers you’ve been assigned to review, but haven’t submitted a review yet.</li>
</ul>
<p>Search won’t show you information you aren’t supposed to see. For example,
authors can only search their own submissions, and if the conference used
anonymous submission, then only the PC chairs can search by author.</p>
<p>By default, search examines paper titles, abstracts, and authors.
<a href='" . hoturl("search", "opt=1") . "'>Advanced search</a>
can search other fields, including authors/collaborators and reviewers.
Also, <b>keywords</b> search specific characteristics such as titles,
authors, reviewer names, and numbers of reviewers. For example,
“ti:foo” means “search for ‘foo’ in paper
titles.” Keywords are listed in the
<a href='" . hoturl("help", "t=keywords") . "'>search keywords reference</a>.</p>");
_subhead("Search results", "
<p>Click on a paper number or title to jump to that paper.
Search matches are <span class='match'>highlighted</span> on paper screens.
Once on a paper screen use <a href='#quicklinks'>quicklinks</a>
to navigate through the rest of the search matches.</p>
<p>Underneath the paper list is the action area:</p>
" . Ht::img("exsearchaction.png", "[Search action area]") . "<br />
<p>Use the checkboxes to select some papers, then choose an action.
You can:</p>
<ul class='compact'>
<li>Download a <code>.zip</code> file with the selected papers.</li>
<li>Download all reviews for the selected papers.</li>
<li>Download tab-separated text files with authors, PC
conflicts, review scores, and so forth (some options chairs only).</li>
<li>Add, remove, and define <a href='" . hoturl("help", "t=tags") . "'>tags</a>.</li>
<li>Assign reviewers and mark conflicts (chairs only).</li>
<li>Set decisions (chairs only).</li>
<li>Send mail to paper authors or reviewers (chairs only).</li>
</ul>
<p>Select papers one by one, select in groups by shift-clicking
the checkboxes, or use the “select all” link.
The easiest way to tag a set of papers is
to enter their numbers in the search box, search, “select all,” and add the
tag.</p>");
_subhead("<a name='quicklinks'>Quicksearch and quicklinks</a>", "
<p>Most screens have a quicksearch box in the upper right corner:<br />
" . Ht::img("quicksearchex.png", "[Quicksearch box]") . "<br />
This box supports the full search syntax. Enter
a paper number, or search terms that match exactly
one paper, to go directly to that paper.</p>
<p>Paper screens have quicklinks that step through search results:<br />
" . Ht::img("pageresultsex.png", "[Quicklinks]") . "<br />
Click on the search description (here, “Submitted papers search”) to return
to the search results. On many pages, you can press “<code>j</code>” or
“<code>k</code>” to go to the previous or next paper in the list.</p>");
}
function _searchQuickrefRow($caption, $search, $explanation, $other = null) {
global $rowidx;
if ($caption) {
echo '<h3 class="helppage">', $caption, "</h3>\n";
$rowidx = null;
}
echo '<div class="helplist_item k' . ((int) @$rowidx % 2) . '">';
echo '<table class="helppage"><tbody><tr><td class="helplist_dt">',
_searchForm($search, $other, 36),
'</td><td class="helplist_dd">',
$explanation,
"</td></tr></tbody></table></div>\n";
$rowidx = +$rowidx + 1;
}
function meaningful_pc_tag() {
global $Me;
if ($Me->isPC)
foreach ($Me->conf->pc_tags() as $tag)
if ($tag !== "pc")
return $tag;
return false;
}
function meaningful_round_name() {
global $Conf;
$rounds = $Conf->round_list();
for ($i = 1; $i < count($rounds); ++$i)
if ($rounds[$i] !== ";")
return $rounds[$i];
return false;
}
function searchQuickref() {
global $rowidx, $Conf, $Me;
// how to report author searches?
if ($Conf->subBlindNever())
$aunote = "";
else if (!$Conf->subBlindAlways())
$aunote = "<br /><span class='hint'>Search uses fields visible to the searcher. For example, PC member searches do not examine anonymous authors.</span>";
else
$aunote = "<br /><span class='hint'>Search uses fields visible to the searcher. For example, PC member searches do not examine authors.</span>";
// does a reviewer tag exist?
$retag = meaningful_pc_tag() ? : "";
_searchQuickrefRow("Basics", "", "all papers in the search category");
_searchQuickrefRow("", "story", "“story” in title, abstract, authors$aunote");
_searchQuickrefRow("", "119", "paper #119");
_searchQuickrefRow("", "1 2 5 12-24 kernel", "papers in the numbered set with “kernel” in title, abstract, authors");
_searchQuickrefRow("", "\"802\"", "“802” in title, abstract, authors (not paper #802)");
_searchQuickrefRow("", "very new", "“very” <em>and</em> “new” in title, abstract, authors");
_searchQuickrefRow("", "very AND new", "the same");
_searchQuickrefRow("", "\"very new\"", "the phrase “very new” in title, abstract, authors");
_searchQuickrefRow("", "very OR new", "<em>either</em> “very” <em>or</em> “new” in title, abstract, authors");
_searchQuickrefRow("", "(very AND new) OR newest", "use parentheses to group");
_searchQuickrefRow("", "very -new", "“very” <em>but not</em> “new” in title, abstract, authors");
_searchQuickrefRow("", "very NOT new", "the same");
_searchQuickrefRow("", "ve*", "words that <em>start with</em> “ve” in title, abstract, authors");
_searchQuickrefRow("", "*me*", "words that <em>contain</em> “me” in title, abstract, authors");
_searchQuickrefRow("Title", "ti:flexible", "title contains “flexible”");
_searchQuickrefRow("Abstract", "ab:\"very novel\"", "abstract contains “very novel”");
_searchQuickrefRow("Authors", "au:poletto", "author list contains “poletto”");
if ($Me->isPC)
_searchQuickrefRow("", "au:pc", "one or more authors are PC members (author email matches PC email)");
_searchQuickrefRow("Collaborators", "co:liskov", "collaborators contains “liskov”");
_searchQuickrefRow("Topics", "topic:link", "selected topics match “link”");
$oex = array();
foreach ($Conf->paper_opts->option_list() as $o)
$oex = array_merge($oex, $o->example_searches());
if (count($oex)) {
$section = "Options";
foreach ($oex as $extype => $oex) {
if ($extype === "has") {
$desc = "paper has “" . htmlspecialchars($oex[1]->name) . "” submission option";
$oabbr = array();
foreach ($Conf->paper_opts->option_list() as $ox)
if ($ox !== $oex[1])
$oabbr[] = "“has:" . htmlspecialchars($ox->search_keyword()) . "”";
if (count($oabbr))
$desc .= '<div class="hint">Other option ' . pluralx(count($oabbr), "search") . ': ' . commajoin($oabbr) . '</div>';
} else if ($extype === "yes")
$desc = "same meaning; abbreviations also accepted";
else if ($extype === "numeric")
$desc = "paper’s “" . htmlspecialchars($oex[1]->name) . "” option has value > 100";
else if ($extype === "selector")
$desc = "paper’s “" . htmlspecialchars($oex[1]->name) . "” option has value “" . htmlspecialchars($oex[1]->selector[1]) . "”";
else if ($extype === "attachment-count")
$desc = "paper has more than 2 “" . htmlspecialchars($oex[1]->name) . "” attachments";
else if ($extype === "attachment-filename")
$desc = "paper has an “" . htmlspecialchars($oex[1]->name) . "” attachment with a .gif extension";
else
continue;
_searchQuickrefRow($section, $oex[0], $desc);
$section = "";
}
}
_searchQuickrefRow("<a href='" . hoturl("help", "t=tags") . "'>Tags</a>", "#discuss", "tagged “discuss” (“tag:discuss” also works)");
_searchQuickrefRow("", "-#discuss", "not tagged “discuss”");
_searchQuickrefRow("", "order:discuss", "tagged “discuss”, sort by tag order (“rorder:” for reverse order)");
_searchQuickrefRow("", "#disc*", "matches any tag that <em>starts with</em> “disc”");
$cx = null;
$cm = array();
foreach ($Conf->tags() as $t)
foreach ($t->colors ? : array() as $c) {
$cx = $cx ? : $c;
if ($cx === $c)
$cm[] = "“{$t->tag}”";
}
if (!empty($cm)) {
array_unshift($cm, "“{$cx}”");
_searchQuickrefRow("", "style:$cx", "tagged to appear $cx (tagged " . commajoin($cm, "or") . ")");
}
$roundname = meaningful_round_name();
_searchQuickrefRow("Reviews", "re:me", "you are a reviewer");
_searchQuickrefRow("", "re:fdabek", "“fdabek” in reviewer name/email");
if ($retag)
_searchQuickrefRow("", "re:#$retag", "has a reviewer tagged “#" . $retag . "”");
_searchQuickrefRow("", "re:4", "four reviewers (assigned and/or completed)");
if ($retag)
_searchQuickrefRow("", "re:#$retag>1", "at least two reviewers (assigned and/or completed) tagged “#" . $retag . "”");
_searchQuickrefRow("", "re:complete<3", "less than three completed reviews<br /><span class=\"hint\">Use “cre:<3” for short.</span>");
_searchQuickrefRow("", "re:incomplete>0", "at least one incomplete review");
_searchQuickrefRow("", "re:inprogress", "at least one in-progress review (started, but not completed)");
_searchQuickrefRow("", "re:primary>=2", "at least two primary reviewers");
_searchQuickrefRow("", "re:secondary", "at least one secondary reviewer");
_searchQuickrefRow("", "re:external", "at least one external reviewer");
_searchQuickrefRow("", "re:primary:fdabek:complete", "“fdabek” has completed a primary review");
if ($roundname)
_searchQuickrefRow("", "re:$roundname", "review in round “" . htmlspecialchars($roundname) . "”");
_searchQuickrefRow("", "re:auwords<100", "has a review with less than 100 words in author-visible fields");
if ($Conf->setting("rev_ratings") != REV_RATINGS_NONE)
_searchQuickrefRow("", "rate:+", "review was rated positively (“rate:-” and “rate:+>2” also work; can combine with “re:”)");
_searchQuickrefRow("Comments", "has:cmt", "at least one visible reviewer comment (not including authors’ response)");
_searchQuickrefRow("", "cmt:>=3", "at least <em>three</em> visible reviewer comments");
_searchQuickrefRow("", "has:aucmt", "at least one reviewer comment visible to authors");
_searchQuickrefRow("", "cmt:sylvia", "“sylvia” (in name/email) wrote at least one visible comment; can combine with counts, use reviewer tags");
$rnames = $Conf->resp_round_list();
if (count($rnames) > 1) {
_searchQuickrefRow("", "has:response", "has an author’s response");
_searchQuickrefRow("", "has:{$rnames[1]}response", "has $rnames[1] response");
} else
_searchQuickrefRow("", "has:response", "has author’s response");
_searchQuickrefRow("", "anycmt:>1", "at least two visible comments, possibly <em>including</em> author’s response");
_searchQuickrefRow("Leads", "lead:fdabek", "“fdabek” (in name/email) is discussion lead");
_searchQuickrefRow("", "lead:none", "no assigned discussion lead");
_searchQuickrefRow("", "lead:any", "some assigned discussion lead");
_searchQuickrefRow("Shepherds", "shep:fdabek", "“fdabek” (in name/email) is shepherd (“none” and “any” also work)");
_searchQuickrefRow("Conflicts", "conflict:me", "you have a conflict with the paper");
_searchQuickrefRow("", "conflict:fdabek", "“fdabek” (in name/email) has a conflict with the paper<br /><span class='hint'>This search is only available to chairs and to PC members who can see the paper’s author list.</span>");
_searchQuickrefRow("", "conflict:pc", "some PC member has a conflict with the paper");
_searchQuickrefRow("", "conflict:pc>2", "at least three PC members have conflicts with the paper");
_searchQuickrefRow("", "reconflict:\"1 2 3\"", "a reviewer of paper 1, 2, or 3 has a conflict with the paper");
_searchQuickrefRow("Preferences", "pref:fdabek>0", "“fdabek” (in name/email) has review preference > 0<br /><span class='hint'>PC members can search their own preferences; chairs can search anyone’s preferences.</span>");
_searchQuickrefRow("", "pref:X", "some PC member has a preference expertise of “X” (expert)");
_searchQuickrefRow("Status", "status:sub", "paper is submitted for review", "t=all");
_searchQuickrefRow("", "status:unsub", "paper is neither submitted nor withdrawn", "t=all");
_searchQuickrefRow("", "status:withdrawn", "paper has been withdrawn", "t=all");
_searchQuickrefRow("", "has:final", "final copy uploaded");
foreach ($Conf->decision_map() as $dnum => $dname)
if ($dnum)
break;
$qdname = strtolower($dname);
if (strpos($qdname, " ") !== false)
$qdname = "\"$qdname\"";
_searchQuickrefRow("Decision", "dec:$qdname", "decision is “" . htmlspecialchars($dname) . "” (partial matches OK)");
_searchQuickrefRow("", "dec:yes", "one of the accept decisions");
_searchQuickrefRow("", "dec:no", "one of the reject decisions");
_searchQuickrefRow("", "dec:any", "decision specified");
_searchQuickrefRow("", "dec:none", "decision unspecified");
// find names of review fields to demonstrate syntax
$farr = array(array(), array());
foreach ($Conf->all_review_fields() as $f)
$farr[$f->has_options ? 0 : 1][] = $f;
$t = "Review fields";
if (count($farr[0])) {
$r = $farr[0][0];
_searchQuickrefRow($t, "{$r->abbreviation1()}:{$r->typical_score()}", "at least one completed review has $r->name_html score {$r->typical_score()}");
_searchQuickrefRow("", "{$r->abbreviation()}:{$r->typical_score()}", "other abbreviations accepted");
if (count($farr[0]) > 1) {
$r2 = $farr[0][1];
_searchQuickrefRow("", strtolower($r2->abbreviation()) . ":{$r2->typical_score()}", "other fields accepted (here, $r2->name_html)");
}
if (($range = $r->typical_score_range())) {
_searchQuickrefRow("", "{$r->abbreviation()}:{$range[0]}..{$range[1]}", "completed reviews’ $r->name_html scores are in the {$range[0]}–{$range[1]} range<br /><small>(all scores between {$range[0]} and {$range[1]})</small>");
$rt = $range[0] . ($r->option_letter ? "" : "-") . $range[1];
_searchQuickrefRow("", "{$r->abbreviation()}:$rt", "completed reviews’ $r->name_html scores <em>fill</em> the {$range[0]}–{$range[1]} range<br /><small>(all scores between {$range[0]} and {$range[1]}, with at least one {$range[0]} and at least one {$range[1]})</small>");
}
if (!$r->option_letter)
list($greater, $less, $hint) = array("greater", "less", "");
else {
$hint = "<br /><small>(better scores are closer to A than Z)</small>";
if (opt("smartScoreCompare"))
list($greater, $less) = array("better", "worse");
else
list($greater, $less) = array("worse", "better");
}
_searchQuickrefRow("", "{$r->abbreviation()}:>{$r->typical_score()}", "at least one completed review has $r->name_html score $greater than {$r->typical_score()}" . $hint);
_searchQuickrefRow("", "{$r->abbreviation()}:2<={$r->typical_score()}", "at least two completed reviews have $r->name_html score $less than or equal to {$r->typical_score()}");
if ($roundname)
_searchQuickrefRow("", "{$r->abbreviation()}:$roundname>{$r->typical_score()}", "at least one completed review in round " . htmlspecialchars($roundname) . " has $r->name_html score $greater than {$r->typical_score()}");
_searchQuickrefRow("", "{$r->abbreviation()}:ext>{$r->typical_score()}", "at least one completed external review has $r->name_html score $greater than {$r->typical_score()}");
_searchQuickrefRow("", "{$r->abbreviation()}:pc:2>{$r->typical_score()}", "at least two completed PC reviews have $r->name_html score $greater than {$r->typical_score()}");
_searchQuickrefRow("", "{$r->abbreviation()}:sylvia={$r->typical_score()}", "“sylvia” (reviewer name/email) gave $r->name_html score {$r->typical_score()}");
$t = "";
}
if (count($farr[1])) {
$r = $farr[1][0];
_searchQuickrefRow($t, $r->abbreviation1() . ":finger", "at least one completed review has “finger” in the $r->name_html field");
_searchQuickrefRow($t, "{$r->abbreviation()}:finger", "other abbreviations accepted");
_searchQuickrefRow($t, "{$r->abbreviation()}:any", "at least one completed review has text in the $r->name_html field");
}
if (count($farr[0])) {
$r = $farr[0][0];
_searchQuickrefRow("<a href=\"" . hoturl("help", "t=formulas") . "\">Formulas</a>",
"formula:all({$r->abbreviation()}={$r->typical_score()})",
"all reviews have $r->name_html score {$r->typical_score()}<br />"
. "<span class='hint'><a href=\"" . hoturl("help", "t=formulas") . "\">Formulas</a> can express complex numerical queries across review scores and preferences.</span>");
_searchQuickrefRow("", "f:all({$r->abbreviation()}={$r->typical_score()})", "“f” is shorthand for “formula”");
_searchQuickrefRow("", "formula:var({$r->abbreviation()})>0.5", "variance in {$r->abbreviation()} is above 0.5");
_searchQuickrefRow("", "formula:any({$r->abbreviation()}={$r->typical_score()} && pref<0)", "at least one reviewer had $r->name_html score {$r->typical_score()} and review preference < 0");
}
_searchQuickrefRow("Display", "show:tags show:conflicts", "show tags and PC conflicts in the results");
_searchQuickrefRow("", "hide:title", "hide title in the results");
if (count($farr[0])) {
$r = $farr[0][0];
_searchQuickrefRow("", "show:max({$r->abbreviation()})", "show a <a href=\"" . hoturl("help", "t=formulas") . "\">formula</a>");
_searchQuickrefRow("", "show:statistics", "show summary statistics for formulas");
_searchQuickrefRow("", "sort:{$r->abbreviation()}", "sort by score");
_searchQuickrefRow("", "sort:\"{$r->abbreviation()} variance\"", "sort by score variance");
}
_searchQuickrefRow("", "sort:-status", "sort by reverse status");
_searchQuickrefRow("", "edit:#discuss", "edit the values for tag “#discuss”");
_searchQuickrefRow("", "search1 THEN search2", "like “search1 OR search2”, but papers matching “search1” are grouped together and appear earlier in the sorting order");
_searchQuickrefRow("", "1-5 THEN 6-10 show:compact", "display searches in compact columns");
_searchQuickrefRow("", "search1 HIGHLIGHT search2", "search for “search1”, but <span class=\"taghl highlightmark\">highlight</span> papers in that list that match “search2” (also try HIGHLIGHT:pink, HIGHLIGHT:green, HIGHLIGHT:blue)");
}
function _current_tag_list($property) {
global $Conf;
$ct = $Conf->tags()->filter($property);
return empty($ct) ? "" : " (currently "
. join(", ", array_map(function ($t) { return "“" . Ht::link($t->tag, hoturl("search", "q=%23{$t->tag}")) . "”"; }, $ct))
. ")";
}
function _singleVoteTag() {
global $Conf;
$vt = $Conf->tags()->filter("vote");
return empty($vt) ? "vote" : current($vt)->tag;
}
function tags() {
global $Conf, $Me;
// get current tag settings
$chairtags = "";
$votetags = "";
$votetag1 = "vote";
$conflictmsg1 = "";
$conflictmsg2 = "";
$conflictmsg3 = "";
$setting = "";
if ($Me->isPC) {
$chairtags = _current_tag_list("chair");
$votetags = _current_tag_list("vote");
$votetag1 = _singleVoteTag();
if ($Me->privChair)
$setting = " (<a href='" . hoturl("settings", "group=tags") . "'>Change this setting</a>)";
if ($Conf->tag_seeall) {
$conflictmsg3 = "Currently PC members can see tags for any paper, including conflicts.";
} else {
$conflictmsg1 = " and conflicted PC members";
$conflictmsg2 = " However, since PC members can’t see tags for conflicted papers, each PC member might see a different list." . $setting;
$conflictmsg3 = "They are hidden from conflicted PC members—for instance, if a PC member searches for a tag, the results will never include conflicts.";
}
}
_subhead("", "
<p>PC members and administrators can attach tag names to papers.
It’s easy to add and remove tags and to list all papers with a given tag,
and <em>ordered</em> tags preserve a particular paper order.
Tags also affect color highlighting in paper lists.</p>
<p>Tags are visible to the PC and hidden from authors$conflictmsg1.
<em>Twiddle tags</em>, with names like “#~tag”, are visible only
to their creators. Tags with two twiddles, such as “#~~tag”, are
visible only to PC chairs.</p>");
_subhead("Finding tags", "
<p>A paper’s tags are shown like this on the paper page:</p>
<div class='pspcard_container' style='position:static'><div class='pspcard'><div class='pspcard_body'>
<div class='psc psc1'>
<div class='pst'>
<span class='psfn'>Tags</span>
<span class='pstedit'><a class='xx'><span style='display:inline-block;position:relative;width:16px'>" . Ht::img("edit48.png", "[Edit]", "editimg") . "</span> <u class='x'>Edit</u></a></span>
<hr class='c' /></div>
<div class='psv'><div class='taghl'>#earlyaccept</div></div></div>
</div></div></div><hr class='c' />
<p>To find all papers with tag “#discuss”: " . _searchForm("#discuss") . "</p>
<p>You can also search with “" . _searchLink("show:tags") . "” to see each
paper’s tags, or “" . _searchLink("show:#tagname") . "” to see a particular tag
as a column.</p>
<p>Tags are only shown to PC members and administrators.
$conflictmsg3$setting
Additionally, twiddle tags, which have names like “#~tag”, are
visible only to their creators; each PC member has an independent set.
Tags are not case sensitive.</p>");
_subhead("<a name='changing'>Changing tags</a>", "
<ul>
<li><p><strong>For one paper:</strong> Go to a paper page, select the Tags box’s
“Edit” link, and enter tags separated by spaces.</p>
<p>" . Ht::img("extagsset.png", "[Tag entry on review screen]", ["width" => 142, "height" => 87]) . "</p></li>
<li><p><strong>For many papers:</strong> <a href=\"" . hoturl("search")
. "\">Search</a> for papers, select them, and use the action area underneath the
search list. <b>Add</b> adds tags to the selected papers, <b>Remove</b> removes
tags from the selected papers, and <b>Define</b> adds the tag to the selected
papers and removes it from all others. The chair-only <b>Clear twiddle</b>
action removes a tag and all users’ matching twiddle tags.</p>
<p>" . Ht::img("extagssearch.png", "[Setting tags on the search page]", ["width" => 510, "height" => 94]) . "</p></li>
<li><p><strong>With search keywords:</strong> Search for “"
. _searchLink("edit:tag:tagname") . "” to add tags with checkboxes;
search for “" . _searchLink("edit:tagval:tagname") . "” to type in <a
href='#values'>tag values</a>; or search for “" . _searchLink("edit:tags") . "”
to edit papers’ full tag lists.</p>
<p>" . Ht::img("extagseditkw.png", "[Tag editing search keywords]", ["width" => 543, "height" => 133]) . "</p></li>
<li><p><strong>In bulk:</strong> Administrators can also upload tag
assignments using <a href='" .
hoturl("bulkassign") . "'>bulk assignment</a>.</p></li>
</ul>
<p>Although any PC member can view or search
most tags, certain tags may be changed only by administrators$chairtags.
$setting</p>");
_subhead("<a id='values'>Tag values and discussion orders</a>", "
<p>Tags have optional numeric values, which are displayed as
“#tag#100”. Search for “" . _searchLink("order:tag") . "” to sort tagged
papers by value. You can also search for specific values with search terms
like “" . _searchLink("#discuss#2") . "” or “" . _searchLink("#discuss>1") .
"”.</p>
<p>It’s common to assign increasing tag values to a set of papers. Do this
using the <a href='" . hoturl("search") . "'>search screen</a>. Search for the
papers you want, sort them into the right order, select their checkboxes, and
choose <b>Define order</b> in the tag action area. If no sort gives what
you want, search for the desired paper numbers in order—for instance,
“" . _searchLink("4 1 12 9") . "”—then <b>Select all</b> and <b>Define
order</b>. To add new papers at the end of an existing discussion order, use
<b>Add to order</b>. To insert papers into an existing order, use <b>Add to
order</b> with a tag value; for example, to insert starting at value 5, use
<b>Add to order</b> with “#tag#5”. The rest of the order is renumbered to
accommodate the insertion.</p>
<p>Even easier, you can <em>drag</em> papers into order using a search like “"
. _searchLink("editsort:#tag") . "”.</p>
<p><b>Define order</b> might assign values “#tag#1”,
“#tag#3”, “#tag#6”, and “#tag#7”
to adjacent papers. The gaps make it harder to infer
conflicted papers’ positions. (Any given gap might or might not hold a
conflicted paper.) The <b>Define gapless order</b> action assigns
strictly sequential values, like “#tag#1”,
“#tag#2”, “#tag#3”, “#tag#4”.
<b>Define order</b> is better for most purposes.</p>
<p>The <a href=\"" . hoturl("autoassign", "a=discorder") . "\">autoassigner</a>
has special support for creating discussion orders. It tries to group papers
with similar PC conflicts, which can make the meeting run smoother.</p>");
_subhead("Tag colors, badges, and emoji", "
<p>Tags “red”, “orange”, “yellow”, “green”, “blue”, “purple”, “gray”, and
“white” act as highlight colors. For example, papers tagged with “#red” will
appear <span class=\"tagcolorspan redtag\">red</span> in paper lists (for people
who can see that tag). Tag a paper “#~red” to make it red only on your display.
Other styles are available; try “#bold”, “#italic”, “#big”, “#small”, and
“#dim”. The <a href='" .
hoturl("settings", "group=tags") . "'>settings page</a> can associate other tags
with colors so that, for example, “" . _searchLink("#reject") . "” papers appear
gray.</p>
<p>The " . Ht::link("settings page", hoturl("settings", "group=tags")) . " can
declare certain tags as <span class=\"badge normalbadge\">badges</span>, which
display near titles.</p>
<p><a href=\"http://www.emoji-cheat-sheet.com/\">Emoji codes</a> like “:fire:”
and “:confused:” can be used as tags. The corresponding emoji displays next to
the paper title. <a href=\"#values\">Tag values</a> show multiple emoji,
so “#:star:#5” shows five stars.</p>
<p>" . Ht::img("extagcolors.png", "[Tag colors, badges, and emoji]", ["width" => 498, "height" => 151]) . "</p></li>
", "colors");
_subhead("Using tags", "
<p>Here are some example ways to use tags.</p>
<ul>
<li><strong>Skip low-ranked submissions at the PC meeting.</strong> Mark
low-ranked submissions with tag “#nodiscuss”, then ask the PC to " .
_searchLink("#nodiscuss", "search for “#nodiscuss”") . " (“" .
_searchLink("tag:nodiscuss") . "” also works). PC members can check the list
for papers they’d like to discuss anyway. They can email the chairs about
such papers, or, even easier, add a “#discussanyway” tag. (You might make the
“#nodiscuss” tag chair-only so an evil PC member couldn’t add it to a
high-ranked paper, but it’s usually better to trust the PC.)</li>
<li><strong>Mark controversial papers that would benefit from additional review.</strong>
PC members could add the “#controversy” tag when the current reviewers disagree.
A <a href='" . hoturl("search", "q=%23controversy") . "'>search</a> shows where the PC thinks more review is needed.</li>
<li><strong>Mark PC-authored papers for extra scrutiny.</strong>
First, <a href='" . hoturl("search", "t=s&qt=au") . "'>search for PC members’ last names in author fields</a>.
Check for accidental matches and select the papers with PC members as authors, then use the action area below the search list to add the tag “#pcpaper”.
A <a href='" . hoturl("search", "t=s&qx=%23pcpaper") . "'>search</a> shows papers without PC authors.
(Since PC members can see whether a paper is tagged “#pcpaper”, you may want to delay defining the tag until just before the meeting.)</li>
<li><strong>Vote for papers.</strong>
The chair can define special allotment voting tags$votetags$setting.
Each PC member is assigned an allotment of votes to distribute among papers.
For instance, if “#{$votetag1}” were a voting tag with an allotment of 10, then a PC member could assign 5 votes to a paper by adding the twiddle tag “#~{$votetag1}#5”.
The system automatically sums PC members’ votes into the public “#{$votetag1}” tag.
To search for papers by vote count, search for “<a href='" . hoturl("search", "t=s&q=rorder:$votetag1") . "'>rorder:{$votetag1}</a>”. (<a href='" . hoturl("help", "t=votetags") . "'>Learn more</a>)</li>
<li><strong>Rank papers.</strong>
Each PC member can set tags indicating their preference ranking for papers.
For instance, a PC member’s favorite paper would get tag “#~rank#1”, the next favorite “#~rank#2”, and so forth.
The chair can then combine these rankings into a global preference order using a Condorcet method.
(<a href='" . hoturl("help", "t=ranking") . "'>Learn more</a>)</li>
<li><strong>Define a discussion order for the PC meeting.</strong>
Publishing the order lets PC members prepare to discuss upcoming papers.
Define an ordered tag such as “#discuss”, then ask the PC to <a href='" . hoturl("search", "q=order:discuss") . "'>search for “order:discuss”</a>.
The PC can now see the order and use quick links to go from paper to paper.$conflictmsg2</li>
<li><strong>Mark tentative decisions during the PC meeting</strong> either
using decision selectors or, perhaps, “#accept” and
“#reject” tags.</li>
</ul>");
}
function tracks() {
global $Me;
_subhead("", "
<p>Tracks give you fine-grained control over PC member rights. With tracks, PC
members can have different rights to see and review papers, depending on the
papers’ " . Ht::link("tags", hoturl("help", "t=tags")) . ".</p>
<p>Set up tracks on the <a href=\"" . hoturl("settings", "group=tracks") . "\">Settings >
Tracks</a> page.</p>");
_subhead("Example: External review committee", "
<p>An <em>external review committee</em> is a subset of the PC that may bid on
papers to review, and may be assigned reviews (using, for example, the
<a href=\"" . hoturl("autoassign") . "\">autoassignment tool</a>), but may not
self-assign reviews, and may not view reviews except for papers they have
reviewed. To set this up:</p>
<ul>
<li>Give external review committee members the “erc” tag.</li>
<li>On Settings > Tracks, “For papers not on other
tracks,” select “Who can see reviews? > PC members without tag: erc”
and “Who can self-assign a review? > PC members without tag: erc”.</li>
</ul>");
_subhead("Example: PC-paper review committee", "
<p>A <em>PC-paper review committee</em> is a subset of the PC that reviews papers
with PC coauthors. PC-paper review committees are kept separate from the main
PC; they only bid on and review PC papers, while the main PC handles all other
papers. To set this up:</p>
<ul>
<li>Give PC-paper review committee members the “pcrc” tag.</li>
<li>Give PC papers the “pcrc” tag.</li>
<li>On Settings > Tracks, add a track for tag “pcrc” and
select “Who can see these papers? > PC members with tag: pcrc”.
(Users who can’t see a paper also can’t review it,
so there’s no need to explicitly set the other permissions.)</li>
<li>For papers not on other tracks, select “Who can see these papers? > PC
members without tag: pcrc”.</li>
</ul>");
_subhead("Example: Track chair", "
<p>A <em>track chair</em> is a PC member with full administrative
rights over a subset of papers. To set this up for, say, an “industrial”
track:</p>
<ul>
<li>Give the industrial track chair(s) the “industrial-chair” tag.</li>
<li>Give industrial-track papers the “industrial” tag.</li>
<li>On Settings > Tracks, add a track for tag “industrial”,
and select “Who can administer these papers? > PC members with tag:
industrial-chair”.</li>
</ul>
<p>A track chair can run the autoassigner, make assignments, edit papers, and
generally administer all papers on their tracks. Track chairs cannot modify
site settings or change track tags, however.</p>");
_subhead("Understanding permissions", "
<p>Tracks restrict permissions.
For example, when
the “PC members can review <strong>any</strong> submitted paper”
setting is off, <em>no</em> PC member can enter an unassigned review,
no matter what the track settings say.
It can be useful to “act as” a member of the PC to check which permissions
are actually in effect.</p>");
}
function revround() {
global $Conf, $Me;
_subhead("", "
<p>Many conferences divide their review assignments into multiple <em>rounds</em>.
Each round is given a name, such as “R1” or “lastround”
(we suggest very short names like “R1”).
Configure rounds on the <a href='" . hoturl("settings", "group=reviews#rounds")
. "'>settings page</a>.
To search for any paper with a round “R2” review assignment, <a href='" . hoturl("search", "q=re:R2") . "'>search for re:R2”</a>.
To list a PC member’s round “R1” review assignments, <a href='" . hoturl("search", "q=re:membername:R1") . "'>search for “re:membername:R1”</a>.</p>
<p>Different rounds usually share the same review form, but you can also
mark review fields as appearing only in certain rounds. First configure
rounds, then see
<a href=\"" . hoturl("settings", "group=reviewform") . "\">Settings > Review form</a>.</p>");
_subhead("Assigning rounds", "
<p>New assignments are marked by default with the round defined in
<a href='" . hoturl("settings", "group=reviews#rounds") . "'>review settings</a>.
The automatic and bulk assignment pages also let you set a review round.</p>");
// get current tag settings
if ($Me->isPC) {
$texts = array();
if (($rr = $Conf->assignment_round_name(false))) {
$texts[] = "The review round for new assignments is “<a href=\""
. hoturl("search", "q=round%3A" . urlencode($rr))
. "\">" . htmlspecialchars($rr) . "</a>”";
if ($Me->privChair)
$texts[0] .= " (use <a href=\"" . hoturl("settings", "group=reviews#rounds") . "\">Settings > Reviews</a> to change this).";
else
$texts[0] .= ".";
}
$rounds = array();
if ($Conf->has_rounds()) {
$result = $Conf->qe("select distinct reviewRound from PaperReview");
while (($row = edb_row($result)))
if ($row[0] && ($rname = $Conf->round_name($row[0])))
$rounds[] = "“<a href=\""
. hoturl("search", "q=round%3A" . urlencode($rname))
. "\">" . htmlspecialchars($rname) . "</a>”";
sort($rounds);
}
if (count($rounds))
$texts[] = "Review rounds currently in use: " . commajoin($rounds) . ".";
else if (!count($texts))
$texts[] = "So far no review rounds have been defined.";
_subhead("Round status", join(" ", $texts));
}
}
function revrate() {
global $Conf, $Me;
_subhead("", "
<p>PC members and, optionally, external reviewers can rate one another’s
reviews. We hope this feedback will help reviewers improve the quality of
their reviews. The interface appears above each visible review:</p>
<p><div class='rev_rating'>
How helpful is this review? <form class><div class=\"inline\">"
. Ht::select("rating", ReviewForm::$rating_types, "n")
. "</div></form>
</div></p>
<p>When rating a review, please consider its value for both the program
committee and the authors. Helpful reviews are specific, clear, technically
focused, and, when possible, provide direction for the authors’ future work.
The rating options are:</p>
<dl>
<dt><strong>Average</strong></dt>
<dd>The review has acceptable quality. This is the default, and should be
used for most reviews.</dd>
<dt><strong>Very helpful</strong></dt>
<dd>Great review. Thorough, clear, constructive, and gives
good ideas for next steps.</dd>
<dt><strong>Too short</strong></dt>
<dd>The review is incomplete or too terse.</dd>
<dt><strong>Too vague</strong></dt>
<dd>The review’s arguments are weak, mushy, or otherwise technically
unconvincing.</dd>
<dt><strong>Too narrow</strong></dt>
<dd>The review’s perspective seems limited; for instance, it might
overly privilege the reviewer’s own work.</dd>
<dt><strong>Not constructive</strong></dt>
<dd>The review’s tone is unnecessarily aggressive or gives little useful
direction.</dd>
<dt><strong>Not correct</strong></dt>
<dd>The review misunderstands the paper.</dd>
</dl>
<p>HotCRP reports the numbers of non-average ratings for each review.
It does not report who gave the ratings, and it
never shows rating counts to authors.</p>
<p>To find which of your reviews might need work, simply
<a href='" . hoturl("search", "q=rate:-") . "'>search for “rate:−”</a>.
To find all reviews with positive ratings,
<a href='" . hoturl("search", "q=re:any+rate:%2B") . "'>search for “re:any rate:+”</a>.
You may also search for reviews with specific ratings; for instance,
<a href='" . hoturl("search", "q=rate:helpful") . "'>search for “rate:helpful”</a>.</p>");
if ($Conf->setting("rev_ratings") == REV_RATINGS_PC)
$what = "only PC members";
else if ($Conf->setting("rev_ratings") == REV_RATINGS_PC_EXTERNAL)
$what = "PC members and external reviewers";
else
$what = "no one";
_subhead("Settings", "
<p>Chairs set how ratings work on the <a href=\"" . hoturl("settings", "group=reviews") . "\">review settings
page</a>.", ($Me->is_reviewer() ? " Currently, $what can rate reviews." : ""), "</p>");
_subhead("Visibility", "
<p>A review’s ratings are visible to any unconflicted PC members who can see
the review, but HotCRP tries to hide ratings from review authors if they
could figure out who assigned the rating: if only one PC member could
rate a review, then that PC member’s rating is hidden from the review
author.</p>");
}
function scoresort() {
global $Conf, $Me;
_subhead("", "
<p>Some paper search results include columns with score graphs. Click on a score
column heading to sort the paper list using that score. Search > Display
options changes how scores are sorted. There are five choices:</p>
<dl>
<dt><strong>Counts</strong> (default)</dt>
<dd>Sort by the number of highest scores, then the number of second-highest
scores, then the number of third-highest scores, and so on. To sort a paper
with fewer reviews than others, HotCRP adds phantom reviews with scores just
below the paper’s lowest real score. Also known as Minshall score.</dd>
<dt><strong>Average</strong></dt>
<dd>Sort by the average (mean) score.</dd>
<dt><strong>Median</strong></dt>
<dd>Sort by the median score.</dd>
<dt><strong>Variance</strong></dt>
<dd>Sort by the variance in scores.</dd>
<dt><strong>Max − min</strong></dt>
<dd>Sort by the difference between the largest and smallest scores (a good
measure of differences of opinion).</dd>
<dt><strong>My score</strong></dt>
<dd>Sort by your score. In the score graphs, your score is highlighted with a
darker colored square.</dd>
</dl>");
}
function showvotetags() {
global $Conf, $Me;
_subhead("", "
<p>Some conferences have PC members vote for papers.
Each PC member is assigned a vote allotment, and can distribute that allotment
arbitrarily among unconflicted papers.
Alternately, each PC member can vote, once, for as many papers as they like (“approval voting”).
The PC’s aggregated vote totals might help determine
which papers to discuss.</p>
<p>HotCRP supports voting through the <a href='" . hoturl("help", "t=tags") . "'>tags system</a>.
The chair can <a href='" . hoturl("settings", "group=tags") . "'>define a set of voting tags</a> and allotments" . _current_tag_list("vote") . ".
PC members vote by assigning the corresponding twiddle tags;
the aggregated PC vote is visible in the public tag.</p>
<p>For example, assume that an administrator defines a voting tag
“". _singleVoteTag() . "” with an allotment of 10.
To use two votes for a paper, a PC member tags the paper as
“~". _singleVoteTag() . "#2”. The system
automatically adds the tag “". _singleVoteTag() . "#2” to that
paper (note the
lack of the “~”), indicating that the paper has two total votes.
As other PC members add their votes with their own “~” tags, the system
updates the main tag to reflect the total.
(The system ensures no PC member exceeds their allotment.) </p>
<p>
To see the current voting status, search by
<a href=\"" . hoturl("search", "q=rorder:" . _singleVoteTag() . "") . "\">
rorder:". _singleVoteTag() . "</a>. Use the display options to show tags
in the search results (or set up a
<a href='" . hoturl("help", "t=formulas") . "'>formula</a>).
</p>
<p>
Hover to learn how the PC voted:</p>
<p>" . Ht::img("extagvotehover.png", "[Hovering over a voting tag]", ["width" => 390, "height" => 46]) . "</p>");
}
function showranking() {
global $Conf, $Me;
_subhead("", "
<p>Paper ranking is a way to extract the PC’s preference order for
submitted papers. Each PC member ranks the submitted papers, and a voting
algorithm, <a href='http://en.wikipedia.org/wiki/Schulze_method'>the Schulze
method</a> by default, combines these rankings into a global preference order.</p>
<p>HotCRP supports ranking through <a
href='" . hoturl("help", "t=tags") . "'>tags</a>. The chair chooses
a tag for ranking—“rank” is a good default—and enters it on <a
href='" . hoturl("settings", "group=tags") . "'>the settings page</a>.
PC members then rank papers using their private versions of this tag,
tagging their first preference with “~rank#1”,
their second preference with “~rank#2”,
and so forth. To combine PC rankings into a global preference order, the PC
chair selects all papers on the <a href='" . hoturl("search", "q=") . "'>search page</a>
and chooses Tags > Calculate rank, entering
“rank” for the tag. At that point, the global rank can be viewed
by a <a href='" . hoturl("search", "q=order:rank") . "'>search for
“order:rank”</a>.</p>
<p>PC members can enter rankings by reordering rows in a paper list.
For example, for rank tag “rank”, PC members should
<a href=\"" . hoturl("search", "q=editsort%3A%23~rank") . "\">search for “editsort:#~rank”</a>.
Ranks can be entered directly in the text fields, or the rows can be dragged
into position using the dotted areas on the right-hand side of the list.</p>
<p>Alternately, PC members can use an <a href='" . hoturl("offline") . "'>offline
ranking form</a>. Download a ranking file, rearrange the lines to create a
rank, and upload the form again. For example, here is an initial ranking
file:</p>
<pre class='entryexample'>
# Edit the rank order by rearranging this file's lines.
# The first line has the highest rank.
# Lines that start with \"#\" are ignored. Unranked papers appear at the end
# in lines starting with \"X\", sorted by overall merit. Create a rank by