# Product monitoring

In this tutorial, you will learn how to run a product monitoring project in Toloka. We will use a project preset designed specifically for this type of data labeling.

Product monitoring is intended for field tasks in the Toloka mobile app. The preset is suitable for finding objects indoors, for example, checking how a product category is displayed in stores. A Toloker chooses a point on the map where they should go to check something and take photos.

Note

## Prerequisites

Before you begin:

• Make sure you are registered in Toloka as a requester.

• Top up your Toloka account. If you are unsure about the budget, you can do that later in this tutorial. Toloka will display the budget estimate for your project.

## Choose a preset

We recommend starting with a project preset for easier configuration and better results.

1. In the main menu, choose the Projects tab, and click Create a project.

2. Select the Retail merchandising audits preset.

2. Click Choose this preset in the pop-up tab.

## Create a project

1. Under General information, add the project name and description.

• Name to show Tolokers: In 2–5 words, state the general idea of the project.

• Description for Tolokers: In a couple of sentences, explain what you expect Tolokers to do. This is just an overview. You will write instructions later.

Note

This tutorial uses Template Builder, but you can use the HTML/JS/CSS editor for the same purpose.

1. Copy the code of the example and paste it to the Config section of your project. This code has validation and task layout pre-configured.

2. You can edit the code. For example, to change the description, replace the sample text with your value in the content property.

3. A Toloker will be able to submit a response when they are within 50 meters of the specified location. To change this condition, replace the value of the max property with the desired distance:

Note

To learn about other properties of the Config section, their possible values and the impact on the task interface, see the Template Builder Help.

4. Raw task data is stored in the XSLX, TSV, or JSON format. The labeling results are presented in a TSV file. The Data specification section determines which parameters these files might contain.

Click Show specifications and check the values:

• Input data: Parameters in the file with raw task data.

• Output data: Parameters in the file with labeling results.

Input data and Output data match the task interface you set up in Template Builder. Check that there are fields for all data types you use for your tasks, and for the ones you want to see in the results file.

5. In the Settings for displaying field tasks section, configure the settings which affect the task display on the map.

• The Title format and Short description format are used to help a Toloker distinguish one task from another when they select a task on the map. These fields contain links to the input data fields to show the name of the point and its coordinates. You can leave these fields unchanged.

• The Map provider for tasks field sets which map a Toloker will use when performing your tasks.

Check the sample text of the instructions, and update it to fit your project.

Field task instructions should be easy to read on a mobile phone screen.

Tip

When writing instructions, remember that most Tolokers don’t know anything about your tasks beforehand. Make sure your instructions are as clear as possible, but not too wordy. For successful data labeling, try to strike a balance between covering all the essentials and keeping it short. Learn more in our knowledge base.

4. To save your data and continue, click Create a project.

## Create a pool

A pool is a set of tasks sent out to Tolokers at the same time. One project can have many pools. When creating a pool, you set up pricing, audience filters for Tolokers, and quality control.

1. Click Add a pool on the project page.

2. Set the Pool name (visible only to you) field. Only you will see this pool name on the project page.

3. Specify the pool description which will be displayed instead of the project description in the task list for Tolokers. By default, Tolokers see the description from the project settings. To use a different description, uncheck the Use project description box and set Public description. If necessary, click + Private comment to add a private project description that only you will see.

4. Click Create.

5. At the Select the audience for your task step, set up filters to select Tolokers for your pool.

1. Clear My tasks may contain shocking or pornographic content if your project has none of those.

2. To select Tolokers based on their language, location, age, gender, and other parameters, click the Add filter button.

3. Tasks in pools are available in the web version of Toloka and the mobile app by default. Make your tasks available in the mobile app only: add the Client filter and select the Toloka for mobile option.

4. Use the Speed/quality balance slider to change the number of Tolokers who can see your tasks. Move the slider to the right to exclude Tolokers with lower ratings from participating in your project.

6. At the Setup quality control step, set quality control rules for more accurate results:

1. Click the Review task responses manually toggle, and specify the number of days for checking the task in the Review period in days field (for example, 21).

What is manual review?

The Review task responses manually option allows you to review completed assignments before accepting them and paying for them. If the Toloker didn't follow the instructions, you can reject the assignment.

2. Click Add a quality control rule → Results of assignment review, and enter the following values:

This means that if more than 35% of a Toloker's responses are rejected, the Toloker is banned and can't access your tasks for 15 days. The rule takes effect after 3 responses of the Toloker are reviewed.

3. Add the Processing rejected and accepted assignments rule.

This means that if you reject assignments during the review, they’ll be sent for re-completion to another Toloker.

7. At the Add optional pool settings step, specify the Time per task suite, sec.

It should be long enough to get to the place, find the specified point and product, and upload the photos. For field tasks, this time is usually 86,400 seconds (24 hours).

8. At the Set the task price and overlap step, set up how much a single task will cost for you.

1. In Price per task suite, \$, set the amount of money to pay per task suite done by one Toloker. A task suite is a page with a number of tasks.

For this type of project, a task suite must contain only one task. You will set the number of tasks per suite later in this tutorial.

2. In the Overlap field, define how many Tolokers must do each task.

For field tasks, it is usually 1. This means that each task will have 1 response.

1. Create the tasks for Tolokers:

• Template in XLSX

• Template in TSV

• Template in JSON

For this type of project, the file with tasks must contain seven parameters:

• INPUT:name: A string with the store name.

• INPUT:image: A string with the link to the product photo.

• INPUT:address: A string with the store address.

• INPUT:product: A string with the product name.

• INPUT:coordinates: A string with the coordinates of the point that the Toloker should go to.

• AI:latitude, AI:longitude: The latitude and longitude from the INPUT:coordinates parameter presented separately. The values of INPUT:coordinates, AI:latitude and AI:longitude should have the same accuracy, that is have the same number of digits after the decimal separator.

INPUT:name	INPUT:image	INPUT:address	INPUT:product	INPUT:coordinates	AI:latitude	AI:longitude
Store-name-1	https://yastatic.net/s3/toloka/p/toloka-requester-page-project-preview/877a55555a5f199dff16.jpg	Address-1	Product-1	53.947516,27.669428	53.947516	27.669428
Store-name-2	https://tlk.s3.yandex.net/dataset/cats_vs_dogs/dogs/048e5760fc5a46faa434922b2447a527.jpg	Address-2	Product-2	53.947517,27.669429	53.947517	27.669429
Store-name-3	https://tlk.s3.yandex.net/dataset/cats_vs_dogs/dogs/05334365c060421ab25264166bbb4fd1.jpg	Address-3	Product-3	53.947518,27.669428	53.947518	27.669428

2. Open the downloaded file, and replace the sample values with your data. You can use a service like Google Maps to get the coordinates.

3. Click Drop file here or select, and upload the file you’ve just made.

4. Click Continue.

2. Tasks are shown to Tolokers in suites. A suite is a single page with multiple tasks. Define how many tasks to include per suite:

1. Go to the Set manually tab.

2. In this type of project, the task suite must contain only one task:

3. Click Combine tasks into suites.

10. At the Double-check your project and try out tasks step, check how the task will look from the Toloker's point of view.

Note

This step will be enabled after you complete the previous steps. You can skip this step by clicking Do it later.

After all the steps, you'll see the Set up is finished and your pool is ready for labeling tip on the pool page.

## Start labeling

1. Make sure you have topped up your account.

2. To send the tasks to Tolokers and begin the labeling process, click Start labeling.

3. In the pop-up panel, review the budget and click Launch.

## See the results

Track the labeling progress on the pool page. You can start the review when the first results are received.

After the time period specified in step 4.1 of creating the pool, all responses are automatically accepted, regardless of their quality.

1. Go to the pool, and click Review assignments.

2. Choose an assignment.

3. Check the responses, and click Accept or Decline. For rejected responses, enter a comment to specify the reason.

Note

To learn about other ways of review, see the Reviewing Tolokers' responses section.

You will get the TSV file with the labeling results.

## Troubleshooting

Can I limit the source of the photo to camera-only in a field task so that the Toloker can't upload a photo from anywhere else?

The accept property of the field.media-file component adds different buttons for four types of uploads. To prohibit using any sources except of the camera, use the "photo": true property only, like it is done in the example.

If you allow Tolokers to use the mobile device gallery, you can prohibit adding images without geotags to limit uploading photos taken from the Internet. To do that, specify the "requiredCoordinates": true property.

To learn more about setting up the field.media-file component, see the Template Builder Help.

How do I check the task display in the mobile Toloka app?

To check the task's look-and-feel on the mobile phone screen, you can use the following buttons:

• Preview task on the project settings page.
• Preview on the pool settings page.

You can also use the mobile version of the sandbox. Write to support to get access to it.