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ResearchTies: Adding objectives

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ResearchTies: Adding objectives

  1. 1. Adding Objectives
  2. 2. Adding Objectives• The first step in genealogical research is to define an objective. What is your focus? What is the information you are looking for?
  3. 3. To add an objective, click on “Add Information”and select “Add Objective.”
  4. 4. Most objectives fall into one of the four categories listedabove. If yours does not, the “Other” template is forcustom objectives. The next five slides will show thetemplate options.
  5. 5. A preliminary survey is conducted prior to original researchto determine what has been done previously. Researcherstypically check online genealogy sites, published familyhistories, and other similar resources. Family traditions mayassist with a basic structure and history of the family.
  6. 6. A record group objective involves searching a record typefor a specific jurisdiction. For example, a genealogist maywant to search the vital records of a county for a family ora surname.
  7. 7. Frequently, genealogists set an objective to identify aspouse or the parents of a known individual.
  8. 8. A researcher may choose to set an objective to learnabout an ancestor’s immigration or military service. Thiswould be an “event” objective.
  9. 9. If none of the predesigned objective templates fit, usethe “Other” option to create a custom objective.Selecting the place, individual, family, and/or surnamewill assist the search engine in locating a customobjective. Write the full objective in the “AdditionalDetails” field.
  10. 10. Each template has a checkbox to indicate when aparticular objective has been met.
  11. 11. Adding Objectives• Formulate your objective by selecting from the dropdown fields and adding any needed items with the green add circles.• Supplemental information can be added in the “Additional Details” field.
  12. 12. Locating Objectives• After an objective has been written, researchers will want to add searches and results that are linked to the objective.• To locate the desired objective, click on “Search Your Logs” or the “search” icon in the blue bar.
  13. 13. Search icon
  14. 14. Narrow the results of your search by adding the desiredsearch terms. Objectives can be located by names,places, record types, events, and/or keywords from thecomments field.
  15. 15. Notice that objectives can also be narrowed bywhether or not they have been completed. Whenselections have been made, click “Search.”
  16. 16. The qualifying entries will be returned. Click on “edit” tochange the objective statement, or click “Add Search” torecord planned searches to meet the objective.
  17. 17. To save or print a PDF report of the objectives list, click on “SelectAll” or click on the desired checkboxes. Then, click “Report.”
  18. 18. Use browser functions to save or print the report.
  19. 19. • After formulating an objective, you are ready to begin planning and recording the searches that will address that goal.