Tag Archives: Updates

Three New “Source List” Improvements

The ResearchTies source list has a new format. Rather than separate columns, the source citation fields have been placed together in bibliographic format. This allows users to copy and paste a bibliographic citation into other works with minimal editing. Remember, the author and title are recorded separately so that they can be used in the dropdown boxes of ResearchTies, and the remainder of the source citation for any source is recorded in the “Additional Citation Details” field. If users record the additional details in bibliographic format, the source list will be accurate.


Entries in the list can be sorted by repository, record type, or author. (If the list is sorted on the source citation column, the effect is an author sort, because the author is the first entry in the citation field.)

Second, it is now possible to display titles in italics. A checkbox has been added to the source template for users to indicate when a title should be italicized.


A third improvement is that the source’s URL has been added to the list. In the past, the URL was recorded in the source template, but it was not visible on the source list. With the URL now showing on the list, it is possible to use the source list as a bookmark list for all the sources you have used. Whether you use FamilySearch, Ancestry, or other sites for research, it takes many clicks to drill down to sources that you use regularly—especially censuses. Use the source list in ResearchTies to record the URL of the search page for each source. When you want to search it again for a different person, open the list, click on the link, and you are ready to begin the next search.


As your source list grows, it may require paging through the list to find a particular entry, even if the list is sorted. If this happens, be sure to use the “Find” field in the upper right corner of the screen. Type “census” in that field, and only sources including that term will remain in the list. Or, type “1850” and only entries with 1850 will remain in the list. Experiment with this to see how it works, but the sort and find capacities are powerful tools to speed up research, especially in sources that are used repeatedly.

Improved Search Engine Capacity

We are excited to announce that the search capacity of ResearchTies has been improved recently. When objectives and searches have been data entered for a “family,” it has always been possible to search and retrieve it by family. With the new changes, the search engine will now locate all entries for a family, as well as every entry for each individual who is a member of that family. If objectives and searches were entered for individuals, they can now be retrieved when a search is conducted for all data relevant to their family. These entries are connected by the marriage record number of the parent couple. When a family is recorded, the marriage number is entered on the family template. This connects the husband and wife to the marriage number.


When the children are added to the individual list, the template asks for the marriage record number of their parents. This process connects each child to the parents’ marriage number.


Be sure to include these numbers from your genealogical data management program, and ResearchTies will be able to retrieve all entries for the husband, wife, and all children in a family.

To generate a report for all work done for a family, conduct a search for all objectives for that family. Click “select all” in the upper left corner (or select specific objectives to include in the report using the check boxes to the left). Then, click “report.” Select “Objectives, related searches and results,” and click “Next.” Choose PDF or Excel format, and the report will be generated.

In order to use this functionality, go to your family list and check to see that all Marriage ID numbers are recorded.


Then, go to the Individual List to be sure that each person has their parents’ marriage ID recorded.


With the numbers in place, ResearchTies has the ability to retrieve all data for a family in a matter of seconds.

A New Way to View your Data

ResearchTies is excited to announce that we have a new way to view the data you have entered into your log. Previously, it was difficult to see the Searches that were attached to each Objective. We now have an expandable view that shows attached Searches and Results with just one click. Use the Find/Select operation to narrow the list of Objectives, or leave it set to return “All” Objectives.

Objective View 1

The “hit” list will look something like this:

Objective View 2

To see the Searches attached to one of the Objectives, click on the Objective. The list will expand.

Objective View 3

To see the Searches attached to one of the Objectives, click on the Objective. The list will expand.

Objective View 4

As always, the entries in the Results columns are hyperlinks to view your documents. In the Action column, the user can add or edit data. As we continue to tailor this program to your needs, we want you to know that all feedback and suggestions are appreciated. Keep those emails coming! We are excited about this new feature and hope it helps you to analyze and view your data more easily and effectively.