researchties: managing data
TRANSCRIPT
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Managing Data
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Managing Data
• Data that has been entered previously will occasionally need to be edited or deleted.
• Adding new repositories, sources, surnames, people, marriages and places is done more efficiently in the “lists.”
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To manage your list data, click on the “Lists” icon on the blue bar, and select the desired item.
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Each list provides “Edit” and “Delete” functionsfor each entry.
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Clicking on “Edit” will open the template where the entry was first recorded. Make the desired changes, then click “Save.”
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Clicking “Delete” will remove the entry entirely.
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Warning:
• If you delete a person, place, source, or other item that is linked to data in your log, you will break those links.
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Managing Data
• Watch your dropdown boxes, and always select from the boxes. Only add items that are not yet in the dropdown, and watch the lists to prevent duplicate entries.
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Each of the lists also has an “Add” button. Clicking on “Add” will open an empty template to create a new entry.
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Managing Data
• Objectives, searches and results are handled differently than the list items, with only slight variations.
• Editing or deleting objectives, searches and results begins with the “Search Your Logs” function.
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To edit an objective, search, or result, begin by clicking on the “Search” icon in the blue toolbar, or click on “Search Your Logs.”
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Choose “Objectives.” Add variables in the other fields to limit the number of objectives returned, or leave them blank to return all entries. Click “Search.”
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To edit the objective, click on “Edit” in the right column.
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The objective template will open. Make the necessary changes, then click “Save Objective” to save the changes.
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To delete an objective, check the box to the left of the entry, then click “Delete.”
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To edit a search, begin by clicking on the “Search” icon in the blue toolbar, or click on “Search Your Logs.”
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Select “Searches.” Add variables in the other fields to limit the number of items returned, or leave them blank to return all entries. Click “Search.”
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From the list of items returned, click on “Edit” to make changes.
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Click on “Edit.”
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Make the necessary edits, and click “Save Search.”
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To delete a search, click the checkbox to the left of the entry, then click “Delete.”
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To edit a result, begin by clicking on the “Search” icon in the blue toolbar, or click on “Search Your Logs.”
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Select “Results.” Add variables to limit the number of items returned, or leave the fields blank to return all entries. Click “Search.”
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From the list of items returned, click on “Edit.”
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Make necessary edits to the desired entry.
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Scroll to the bottom of the screen and click “Save Results.”
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To delete a result, click the checkbox to the left of the entry, then click “Delete.”
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• Maintaining quality data will facilitate the search engine in returning complete and accurate results for data queries.