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Data Entry Process
• Formulate and save an objective
• Add the searches you will conduct to
meet the objective
• Enter the results of each search
From the home page, click on “Add Information.”
Select “Add Objective.”
Select the type of objective you want to add. Each
type will display a different template. If none of the
templates is appropriate, select “Other” and create a
custom objective statement.
Using the dropdowns and adding any entries
needed, create your objective statement and
The next step is to add the desired searches to
reach the objective.
By selecting from dropdowns and adding new entries as
needed, record the search(es) to be conducted.
Next, conduct the research and enter
the results of the search.
This is the “Add Results” template. Now, conduct the search.
Silas and Sarah Emerson’s
1850 census entry.
Record the result for Silas, and
add a link to the online record,
or upload a digital image of the
Copy the URL
Add Sarah’s result next.
Now the data is searchable. Click on
“Search Your Logs.”
To locate all research results for a person, select “Results.”
Choose the variables you want to narrow the search.
All qualifying entries are returned
with links to the results. Clicking on
the links will open the documents
for comparison and analysis.
Comparison of documents.
To create a PDF report, select the data.
Then, click “Report.”
Sample PDF report for an individual.
• Objectives keep researchers focused.
• Efficient data entry encourages complete
recording of research.
• A high-powered search engine facilitates quick
retrieval of documents.
• The ability to easily compare documents
improves analysis of the research.
• This tutorial is an overview. Look for
additional tutorials to learn more
details about the various functions