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Announcing a NEW Feature

Add fileResearchTies is happy to announce that users can now link a document to more than one result. When recording a result, click on “Add file,” and a list of previously uploaded documents will open. The list is sorted in reverse order so the most recent upload is at the top.

Select File

1. To add a new file, click on “Upload New File” in the upper right corner. You will be shown the usual template to name and select the file to upload.

2. To add the same file for additional results, click on “Add File,” and the most recent document will be at the top of the list. Click on “Select.”

3. To link a document that was uploaded a long time ago, you can scroll through the list, but it might be easier to enter a keyword from your document title in the “Find” box (located in the upper right corner of the menu). The list will narrow to documents with that keyword in the name. When you find the correct image, click “Select.” It’s that easy!

Select File with Find

We hope you enjoy this new feature, and as always, feel free to ask questions or send feedback. Happy researching!

RootsTech 2016 Begins This Week!

We are ready for RootsTech! Are you planning to attend? The ResearchTies conference special will be free, one-on-one mentoring sessions (30 minutes each). Take advantage of the opportunity to work with a personal tutor to answer your questions and help you get started. Appointments may be made any time prior to the conference by sending a request to: support@researchties.com. Give us a couple of options for the day(s) and time(s) that will be convenient for you, and we will send a confirmation email. You are welcome to make an appointment during the conference as well, just come to our vendor booth. If you would like more than one session, that is fine, too. Make learning ResearchTies one of your educational goals for RootsTech. See you there!

Visit us in the vendor hall at booth #535, across the aisle from the large BYU booth. See demos, ask questions, and pick up a ResearchTies ribbon for your name tag.

RootsTech vendor map

For more information about RootsTech, click on the image below.

RootsTech

ResearchTies: Tying it all together

Do you use different software to track genealogical data, create research logs, file documents, and index photos? After a research session, do you duplicate your work to share documents and citations in online sites like FamilySearch® Family Tree?

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Tie all of these activities together with ResearchTies! When importing individuals and marriages into ResearchTies, ID numbers from your genealogical data management program are recorded to clearly identify the subject of the research. All research goals, searches, and results are linked together, making them searchable and available for instant retrieval. Digital photos can be recorded the same as documents, and research logs are easily generated. Recorded citations and linked documents in the results template become immediately available for 2-click sharing with FamilySearch Family Tree. No additional data entry required. No other research log ties it all together from setting goals to sharing research like ResearchTies.

RootsTech 2015: What an amazing event!

RootsTech 2015-3 cropped

We would like to thank all of you who came to visit us at the ResearchTies booth at RootsTech. It was great to meet so many of you and share the news about our partnership with FamilySearch.

RootsTech 2015-8 cropped

It was also fun to see so many of you “playing” in the sandbox and learning how to use the program better. As always, if you have any questions or feedback, don’t hesitate to be in touch: support@researchties.com.

Look for us next at the National Genealogical Society Conference in St. Charles, Missouri, 13-16 May. See you there!

Share Your Research Log on FamilySearch® Family Tree

The evaluation and analysis of any genealogical conclusion rests on our ability to study a researcher’s citations and documents, as well as the extent of the research that has been conducted. If a work is still in progress, the conclusions are known to be tentative until a reasonably exhaustive search has been completed. We need to know which records have been found, and which searches have yielded no results at all. The entire file of documents needs to be available to study in order to analyze the data as a whole.

Knowing this, professional genealogists and hobbyists alike are wary of current online trees. Most trees do not have any method to record a research log for sharing our full work with others. Yes, several sites allow researchers to add some sources and create links, but where can nil searches be recorded? The greatest weakness of online trees, and a significant reason they are not given more respect, is that there is no ability to see the genealogical conclusions in relation to the full context of research that has been conducted.

ResearchTiesTM is excited to begin the process of addressing this weakness! It is now possible to attach a copy of your research log to FamilySearch Family Tree (or any other online tree that will allow a PDF document to be uploaded). For an example, go to the record of Otis Franklin Bitner (K8TZ-5TP) on FamilySearch.org. You will be required to login to the site, but if you don’t have a FamilySearch account, you can create one. It’s free.

Otis page

After logging in, scroll down the page to the “Sources” section and notice that the first link is a research log.

List with log

Click on the name of the log, and an expanded window will open.

Open log window

Click on the image of the log, and you will be able to see it in a viewer. Hovering your mouse over the image will display zoom tools at the bottom of the image to enlarge it.

zoom

If you prefer, click on “Details” to the right of the image. This will present the option to download the original.

details

Whether the user is reading the log from the viewer or a downloaded copy, the hyperlinks to your research will be active. Anyone will be able to read the log and view all attached documents. This is an exciting way to be able to collaborate with others and share more than a few select sources.

For step-by-step instructions on how to create and attach a research log to FamilySearch Family Tree, see the new slide show posted in the Learning Center at ResearchTies.com.

Are you concerned that your research isn’t finished? No worries! Any source created on Family Tree can be edited at any time. Click on the source, then click edit.

Edit

In the section where the log was uploaded, click edit again. You can then click “remove memory” to delete the current log, then “add a memory” to upload a new one. This way, you can always share a current log. Share your research today, and help others to realize the importance of keeping a research log. Let’s all work together to improve the quality of online trees.

Entering Results in ResearchTies

After formulating an objective and planning appropriate searches, it is time to conduct the research. While working through the research plan, it is important to record the findings in detail and as soon as possible. If it can be done at the repository while researching, that is ideal.

In ResearchTies, use the search function to generate a “to do” list. (See New-user Instructions, p. 16) To the right of each item on the list is a link to add the result of that search. Clicking “Add Result” will bring you to a template similar to the following. Notice that the objective is shown at the top of the form, the Search being conducted is next, and the third section of the form is the “results” template. Be sure to record a Result for each person located in the search.

add result

Recording a result involves selecting, adding, or typing the appropriate data in each field of the template.

Result date – Record the date of the Search. Past dates can be entered when recording previous research, but it is best to record your work as it is done. Using the tab key will record “today’s date” without the need to type it. Otherwise, type the desired date or select it with the calendar tool.

Person found – Select from this dropdown the person who was found in the Search. Type a few letters to narrow the list, and click on the entry when it is shown. If the person is not yet in the list, click on the green add circle and add the person.

Name in record – Type the spelling of the person’s name exactly as it was found in the record. It is important to track the various spellings, names, and nicknames used by each person.

Citation detail – The bibliographic information for the source being searched was already added to the source template when creating a research plan. The citation detail field on the Results template is for recording the additional details needed beyond the bibliography to create a footnote. The researcher needs to know exactly where the information was found for the specific person being recorded. For a book, this would be a page number. For a census, it’s necessary to record the town, county, state, ED, page, sheet, etc. The source being searched will determine the amount and type of detail to record.

Film number – When using a source that continues for two or more microfilms, record the film number that applies to this specific person. If the source is contained on a single microfilm, the film number should be recorded in the Source List to avoid the need to add the same film number to every Result separately.

Document number – This field may be used for paper filing numbers, or you may record the folders and file name for an electronic file on your computer hard drive.

Nil – When a search for a specific person is Nil, use the Results template to record the person and check the box that the search was Nil for that person. This is best used when there are mixed results in the search. Remember, when the entire scope of the search was Nil, record the date and check the box on the Search template. However, if you find a few members of a family but not everyone you had hoped to find, record those who were located and then make an entry for those persons you had also hoped to find but did not. This will help you analyze not only what you have found, but also what you have not found.

Comments – Record any comments or information about the results of the search.

Add Link – Click on “Add Link” when you would like to record the URL for an online result. Two fields will open. The “description” field is the place to record what you want to name the result. These are the words that will show as a hyperlink in your reports, rather than a long URL of jibberish. Copy and paste the URL from the address bar of your browser into the “Link” field. When using this function, it is important to remember that URLs will change over time, and URLs to subscription databases do not allow others to view the documents if they don’t have a subscription. Consider the “Add Link” function to be temporary. More than one link may be recorded. To add more, click on “Add Link” to open more fields.

Add File – We highly recommend that users download a copy of an online result or save it as a screenshot to your hard drive. Any digital file may then be loaded as the Result of a Search (.jpg, .pdf, .png, .docx, .xlsx, etc). These files may be images, photos, translations, transcriptions, research analysis and conclusions, and more. Click on “Add file,” then record a name for the file in the “description” field. Click on “Choose file,” then select the file from the directory of your hard drive. Multiple files can be added to each Result, if desired, and they may be added in combination with links. When the Result is saved, a copy of the file is placed on the ResearchTies server. The hyperlink is linked to the file on the server, so if you ever rename or move the files on your hard drive, the link will not break. This is also beneficial for preservation of your files. If your hard drive ever crashes, all of your documents will still be preserved on the ResearchTies servers.

Add Result – If more than one person was found during the Search, click on “Add Result” to continue adding more Results, as needed.

“Ditto down” arrow – Notice that several fields on this form have “ditto down” arrows. Clicking the arrow will copy the information recorded in the same field of the preceding entry. If more than one Result is recorded for a Search, clicking the “ditto down” arrows eliminates the need to retype data that is the same for all members of the family.

ditto

 

 

After recording the details of each Result found in the Search, click “Save Results.”

By accurately and consistently recording your research results, you will be able to quickly retrieve your documents and facilitate higher quality analysis.

Update: Improved Gedcom Import

Last month, the Gedcom import process for ResearchTies was improved. It was discovered that blank marriage dates in the Gedcom file were filling in “today’s” date during the import process. We apologize for the inconvenience and are happy to announce that the bug has been fixed. If you become aware of any other Gedcom issues, please send feedback. We are happy to continue improving the program for all of our users.

Using the “Find” Feature in the Individual List

find w arrowIn the upper right corner of the ResearchTies list for Individuals, you will see a “Find” search box. This feature allows the user to narrow the list to only those entries that include what is typed in the box. For example, if you are trying to determine if a person has already been added to the list, or if you want to edit an entry, begin typing the name in the “Find” field, and the list below will narrow. There is no need to page through the entire Individual list to find a specific entry. This same feature will provide a list of all people in the file with a particular surname, by entering the surname into the “Find” box. After your search, return to the full list by removing any terms that were entered in the box.

This “Find” feature is available on many templates in the program, and we are continuing to improve and increase its functionality.

Conferences

We had a great time earlier this month holding a two-hour, hands-on lab at the family history conference co-sponsored by ICAPGen and the BYU Center for Family History and Genealogy. To all who attended, thanks for coming! Additional opportunities to learn about ResearchTies will be provided at upcoming conferences. We are already in the planning stages for RootsTech 2015, which will be held next February. Be sure to watch for more announcements.

One-on-one Mentoring Now Available

two laptops

Many of you have told us how helpful it is to visit with us at conferences and receive one-on-one help. We continue to increase the number of our users around the world, so ResearchTies is now using the power of the Internet to serve you better. We are offering 30-minute, online mentoring sessions through the use of Google Hangouts. You do not need to live nearby to take advantage of this exciting way to learn more about the program.

Your mentor will answer questions, demo what you want to learn, and/or talk you through processes while you input data into your log. You will be able to see the mentor’s computer screen, and you can share your screen as well.

After purchasing a mentoring session, you will receive an email confirming your purchase. This will be followed by an email from the mentor, who will set an appointment. Instructions will also be emailed prior to the appointment explaining how Google Hangouts will be used. If you have any questions, please email us at: support@researchties.com. 

We hope that this will be an exciting way for you to learn more about ResearchTies. Take advantage of the Black Friday and upcoming Christmas Specials to share ResearchTies with others, or maybe buy yourself a nice gift this year!