The document provides tips for setting up research logs in ResearchTies. It recommends keeping all family data in one log rather than dividing logs by individual or project since the search engine allows easy finding of entries. It also suggests keeping separate logs for personal and client research. The document then guides users through the initial steps of creating a log, importing a small GEDCOM or manually adding individuals and families, and adding surnames.

1. Getting Started

2. Tips for setting up your logs.

3. The OLD Way
• In the past, researchers have divided their
research logs in various ways.
– By individual
– By family group sheet
– By project or family line
– By surname and jurisdiction
– Etc.

4. The NEW Way
• In ResearchTies, don’t divide your log!
• The reason for dividing in the past was to
be able to find entries by hand.
• Since you will be locating entries with a
search engine, put all of your family data
in one log. There will be no trouble finding
it!

5. For Professional Researchers
• Keep a log for your personal family
• Keep a separate log for each client.

6. Getting Started
• When you first sign in, you will be asked
to create a log.

7. Getting Started
• Name your log and save it. The name of
your log will be shown at the top of your
reports as, “[Name] Research Log.”

8. Getting Started
• To begin, you will want to add individuals
to your database. There are two options:
– Import a small GEDCOM
– Hand enter the information

9. To import a GEDCOM, begin on the home page
and click “Import GEDCOM.”

10. To keep your database as efficient as possible, only import a
small GEDCOM of the family you are currently working on. It is
highly recommended that you not import more than 1000
individuals as you get started. You can add more in the future,
as needed.

11. Create a GEDCOM from your personal database (RootsMagic,
Legacy, Ancestral Quest, etc), and select the specific people and
families you want to include. Save the file.

12. (File names blanked for privacy.)
Click “Choose file” and select the file
from your directory.

13. Once the file is selected, click “Upload My File.”

14. To see the people who were imported, click on
the “List” icon in the blue tool bar, and click on
“Individuals.”

15. This is the list of people who were imported, along
with their data.

16. Click on the “List” icon in the blue toolbar and select
“Families” to see the couples that were imported.

18. Click on the “List” icon in the blue toolbar and select
“Surnames” to see the surnames that were imported.

20. To add an individual manually, click on “Add
Information” and select “Add Individual.”

21. Data enter the fields, including the “Personal ID” from your
personal database. Add the “Parents Marriage ID.” If
desired, you can also include the “FamilySearch ID” from
Family Tree.

22. FamilySearch ID

23. When the data entry is finished, click “Add Individual.”

24. After adding one individual, you can continue
adding more by clicking the “+Add” button.

25. To add a family, click “Add Information” and
select “Add Family.”

26. In order to add a family, both the husband and the wife
need to be added as individuals first. If the spouse is
already in the database, select that person from the
dropdown list.

27. Since the wife, Hannah Minerva Rice is not yet in
the list, I need to add her. Click on the green “add
circle” to open the template.

28. Complete the data entry for
Hannah Minerva Rice and click
“Add Individual.”

29. Now, finish the data entry for the marriage
information. For the Place of Marriage, be sure to
select from the dropdown list or add the needed
jurisdiction.

30. When finished, save the record.

31. From this list, additional families can be entered
by clicking the “+Add” button. The list can be
viewed anytime by clicking on the “List” icon in
the blue toolbar and selecting “Families.”

32. Adding a surname is even easier than adding
people and families. Click on “Add Information”
and select “Add Surname.”

33. Type the main spelling of the surname, then
include any desired alternate spellings.

34. To add more than one alternate spelling,
click “Add Spelling” and another field will
open. When finished, click “Add Surname.”

35. This list can be viewed anytime by clicking
on the “List” icon in the blue toolbar and
selecting “Surnames.” More names can be
added by clicking on the “+Add” button.

36. • With basic data recorded in your
lists, you may want to record a few
repositories and sources next.
• Or, you may begin recording
objectives, searches and results.