Genealogy Project Management

While the search features of Live Roots allow genealogists to track down relevant resources for their research, the project management features permit registered members to better organize (and share) their discoveries for future visits and ongoing genealogy searches.

All members are given a "<default project>", but may also create additional projects to organize their findings around individual (brick wall) ancestors, specific surname studies, topical themes, or with a geographic focus. When you have multiple projects, the individual features will prompt you to select a project before continuing. Project are simple folders that provide access to the following Live Roots project management features:

All of these genealogy project management features are provided free of charge to registered members. In addition to the individual features, members will see a new section in the Live Roots search labelled "Project Results." The Live Roots search checks each of the project management features for matches to your search query.

Throughout the Live Roots system, you will also see Share buttons that will allow you to send an email to your research friends about the resource (or search result).

Already a member? Click here to access your Live Roots genealogy projects.

Recent Activity

As you use the various features, your actions are automatically recorded giving you a quick glance of the most recent research activities. As these are system actions, they are not automatically appended to your Research History. Other Live Roots (and Genealogy Today) features may make additions to the recent activity section as well.

Ancestor Notecards

The Genealogy Today website has offered "forums" where visitors could post their brick wall ancestors for many years. These existing features have been redesigned (and combined) into a single feature that is now "project aware" for members. If you had used any of the Genealogy Today forums, your entries will be listed under the <default project>.

You may use this feature to profile the ancestors you are having the most difficult time locating, or as a way to document them as a resource for other researchers (i.e. a public notecard). In addition to the basic profile, you may attach "facts" to the notecard. On the page displaying your Ancestor Notecard, you will see any related Comments and Research History.

Related Resources

Throughout the Live Roots system, members will see Follow buttons that allow them to "bookmark" the resource (or search result) to a project. These followed items appear in this section of the project profile. From this section, you may unfollow any item you no longer wish to have bookmarked.

In addition to the basic bookmarking benefit of having a convenient way to return to a resource at a later date, the Live Roots follow feature will allow for automatic "agent" services (coming soon) and customized searches. The first customized search available is the transcription search.

A transcription search box will appear if you have followed more than one transcription. This allows you to search for a name just within the transcriptions you have followed. Not all transcriptions presently permit searching, and you will see a "not available" message on them in the results listing. As the Live Roots search expands to interact with more external web sites, the transcription search will also expand.

Research History

This built-in research log allows members to keep track of correspondence and search attempts. You may record email or postal mail requests for information that you send and/or receive, or record online and offline searches your perform. Based on the type of log entry you wish to record, different fields will appear on the reseach history form.

The research history form has both "objective" and "results" sections, so you may record what you hope to locate, and then when you have performed the search (or received a response), return to the log entry and update the results (or lack thereof) encountered.

Throughout the Live Roots system, members will see Record buttons that allow them to create an entry in the research log, then after they have visited the resource, they can return and update the entry with any findings.

Personal Library

This feature that permits members to catalog their own collection of genealogical resources. Private entries can be accessed for making entries in the research history section. Public entries can be created to allow other members to request lookups.

In the future, we may permit members to upload name indexes for the items they have cataloged.

Research Notepad

Members can post any miscellaneous notes, to-do lists, etc. related to the project. The notepad entries are included in the Project Results section of the Live Roots search.

External Resources

This section allows members to configure links to their activities on other websites (e.g. Flickr, Scribd, Twitter, etc.). These special links can be used to access information from these partner services and/or to share with your research friends.

For example, if you have created a Flickr folder related to a given project, you can easily embed a link to it. Since the Live Roots system is able to interface with the Flick service, you can also view listings of your photos without leaving Live Roots.

While these feature descriptions give you a general idea of how they can be used to enhance your search experience at Live Roots, the individual features are designed to be flexible so that you can adapt them to your personal research preferences. If you find that certain features are not suitable to the manner in which you research, please use the suggestion box and tell us how we may possibly adjust them.

Ready to work on a project? Click here to get started.