Adding a Source in ResearchTies

As genealogists locate sources of information which are relevant to their research goals, they need to record a full bibliographic citation, as well as any comments about that source which could prove helpful in the future. They also need to record which repository houses that document. Some sources are used over and over again. For example, how many ancestors do you need to locate in the 1900 U.S. census? How many times do you want to type and re-type that citation? ResearchTies provides a source template to record each source one time, and then whenever it is used again, only a click in a dropdown box is needed to link the entire citation to a new entry.

Sources can be added to the source list, 

add to source list


or they can be added while recording a Search by clicking on the green add circle.

add source in search


Either approach will bring up the template to add a new source to the database. The first information to be recorded is the repository where the record is located. Select the correct repository from the dropdown list, or add a new facility with the green add button. Then, indicate the type of record you are using. This field allows researchers to locate database entries by record type.

add source


Next, the author or creator of the source should be recorded. If the creator is a corporation, put the name of the corporation in the author’s surname field. It is fine to leave the given name field blank. If the author is a person, be sure to record the full name using both fields. If there is more than one author, record the main author’s surname, then record the given name and additional authors in the given name field as you would want to see them in a citation. 

It is highly recommended that users record the title of the record exactly as it is in the repository’s catalog. This will facilitate the ability to easily recognize what is being referenced. An easy way to do this is to copy/paste the information directly from the catalog. 

ResearchTies allows for a variety of record formats. For books, archival documents, and more, users will want to record a call number. Films will require a film number, and online resources need a URL. In many cases, two or three of these might be relevant to the same source. Record all identifying numbers that will be helpful in the future. If a source is contained entirely on one film, record the film number in the source template. If the source is a collection of multiple films, it would be best to use the comment field to record the number of films. Then, when a specific entry is located, the film number should be recorded in the results template to indicate which film is relevant to each person.

Notice that all other citation details are recorded in the same field. The author and title of a source are separated from the citation so that they can be included in dropdown boxes for future research. The remainder of the citation may be recorded in whatever format is appropriate for the source and repository. Because this is an open text field, users can record citations in Mills’ format, a specific archive’s format, or one that is standard for a foreign country where the work is being conducted. Remember to include publishing information and all other necessary bibliographic data. Finally, any comments about the source can be recorded in the Comment field.

The easiest way to record a source in ResearchTies is to go to the Source list, click on “Add” in the upper right corner, and then copy/paste each field directly from an online catalog or website where the source is located. This process is quick and efficient, as well as accurate. The entry can always be edited if some fine-tuning is needed. Remember, after a source is added to your database, you will never need to retype that citation again! Clicking on the source in the future will link the entire bibliographic citation to a new Search.