Announcing multi-user research logs

Do you coordinate your research with family members, other professionals, or work on a group project at your genealogical society?

ResearchTies research logs can now be shared between accounts. Two or more researchers can work on the same log, each working in their own account, and the program will track the changes made by each researcher. Here is how it works:

STEP 1:  A ResearchTies subscriber creates a new log.

a. The following menu is shown upon logging into the ResearchTies account, or by clicking on the name of the currently open log in the upper right corner of the screen.

current-log

create-log

b. Click “+Add”

c. Name the log and save it. You can also share a log that was previously created.

STEP 2: Send email invitations to other subscribers.

a. Click on the blue button with your account name, which is located in the upper right corner of the screen. Select “Researchers.”

addresearcher

b. Click the “+Add” button in the upper right corner of the list of researchers.

c. Enter the email address associated with the ResearchTies account of the user with whom you want to share a log.

addresearcher2

d. Enter the user’s name, then select which log(s) you would like to share.

e. Click “Add Researcher.” The automated email will be generated.

inviteresearcher2

f. Edit the message in the text box, if desired. Click “Send email.”

STEP 3: Those receiving the invitations need to click on the link in the email to accept the invitation.

STEP 4: The shared log is added to the researcher’s list of logs after accepting the invitation.

STEP 5: Each researcher works in their own account on the shared log.

STEP 6: The program tracks who is making various changes to the log.

STEP 7: All researchers can search the log to see what has been done. This includes searching for data and documents, as well as searching by researcher to see what has been added or edited by others. The search templates for finding objectives, searches, and results now include a field for “Researcher.” Select from the dropdown the researcher whose work you would like to see, or leave it blank to see the work of all researchers.

Each personal account in ResearchTies allows the subscriber to create three logs. However, each subscriber may receive invitations for an unlimited number of logs. Professionals or other researchers who need more than three logs can subscribe to add-ons in bundles of ten.

Non-profit genealogical societies that are interested in using ResearchTies for a society project, send an email to: support@researchties.com to request additional information. Societies may use the program at no cost for non-profit projects if at least five members of the society have subscriptions with ResearchTies.

Now there are two ways to share your research using ResearchTies. Use the multi-user function for multiple subscribers to work on the same log, or generate PDF reports that can be emailed to non-subscribers to share your searches and documents. Start sharing today!