Managing Data

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.”

To manage your list data, click on the “Lists” icon on the blue bar, and select the desired item.

Each list provides “Edit” and “Delete” functionsfor each entry.

Clicking on “Edit” will open the template where the entry was first recorded. Make the desired changes, then click “Save.”

Clicking “Delete” will remove the entry entirely.

Warning:

• If you delete a person, place, source, or other item that is linked to data in your log, you will break those links.

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.

Each of the lists also has an “Add” button. Clicking on “Add” will open an empty template to create a new entry.

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.

To edit an objective, search, or result, begin by clicking on the “Search” icon in the blue toolbar, or click on “Search Your Logs.”

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.”

To edit the objective, click on “Edit” in the right column.

The objective template will open. Make the necessary changes, then click “Save Objective” to save the changes.

To delete an objective, check the box to the left of the entry, then click “Delete.”

To edit a search, begin by clicking on the “Search” icon in the blue toolbar, or click on “Search Your Logs.”

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.”

From the list of items returned, click on “Edit” to make changes.

Click on “Edit.”

Make the necessary edits, and click “Save Search.”

To delete a search, click the checkbox to the left of the entry, then click “Delete.”

To edit a result, begin by clicking on the “Search” icon in the blue toolbar, or click on “Search Your Logs.”

Select “Results.” Add variables to limit the number of items returned, or leave the fields blank to return all entries. Click “Search.”

From the list of items returned, click on “Edit.”

Make necessary edits to the desired entry.

Scroll to the bottom of the screen and click “Save Results.”

To delete a result, click the checkbox to the left of the entry, then click “Delete.”

• Maintaining quality data will facilitate the search engine in returning complete and accurate results for data queries.