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Using automated matching

Crowdmark can automatically match cover pages to students using OCR (optical character recognition). You must leave a blank space on your cover page for Crowdmark to add a region for students to write their information. Your metadata must include First Name, Last Name and Student ID columns. Student ID must be numeric.

How it works

  1. Leave a blank space on your template’s cover page. Leave a blank space between 9 cm (3.5 inches) and 18 cm (7 inches) down the cover page for this region in addition to the 3.8 cm (1.5 inch) space for the QR code.

    See examples below of the Crowdmark-generated QR code and automated matching region (shown in blue). Click the images to enlarge.

  2. Enable automated matching in your assessment. Before you upload your template you will have the option to enable automated matching. Select this option. You may customize the Student ID label to be more meaningful to your students. Upload your template and finish the assessment setup process.

  3. Upload metadata. You may skip this step if you imported students from your LMS. Your metadata file must include student emails as well as First Name, Last Name, and Student ID columns. See Adding student metadata for more information.

  4. Administer the assessment and upload the completed booklets. Students can write their information in uppercase or lowercase writing or a combination of both, with one character per box. They should print each character clearly and within the boxes. If a student’s name has more characters than the boxes provided they should only write one character per box and continue writing their name to the right of the boxes.

  5. Crowdmark will automatically match the cover pages that have been uploaded. You can monitor the progress on the Match booklets page.

  6. Match any assessments that could not be matched automatically. Use the Next unmatched button on the Match booklets page to navigate through and match any remaining cover pages.

If you use an LMS (Blackboard, Canvas, Brightspace, etc.)

In most cases, Crowdmark can match automatically based on the student information imported from your LMS. Sometimes, depending on your LMS and your institution’s configuration, Crowdmark may not be able to access student ID numbers. You can verify whether or not Crowdmark has access to the ID number by navigating to the Students page and clicking on the metadata/rolex icon beside a student.

If you use Blackboard, the integration technology does not allow Crowdmark to import student numbers. If you use another LMS and the student number is not imported, please contact; we may be able to work with your institution’s IT staff to import student numbers in the future.

As a workaround, you may upload student numbers as metadata before you upload your scanned booklets. Your metadata file must include the columns “Email” and “Student ID”. See Adding student metadata for uploading instructions.

Troubleshooting errors

You may see the following error messages on the Match booklets page:

  • Your metadata could not be read: Crowdmark checks your metadata file before attempting to match. Ensure that you have uploaded metadata and that the file contains columns titled First Name, Last Name, and Student ID. This error is unrelated to scan quality.
  • Low match rate: Your metadata file has the correct columns. This error may be caused by low-quality scans or metadata that does not match what students wrote (metadata from the wrong class, for example). Upload a new metadata file or scan and upload the cover pages again.

If everything looks like it should be working, please contact