{"id":48454,"date":"2024-09-03T14:00:11","date_gmt":"2024-09-03T12:00:11","guid":{"rendered":"https:\/\/help.heredis.com\/?p=48454"},"modified":"2024-07-11T08:30:42","modified_gmt":"2024-07-11T06:30:42","slug":"research-journal","status":"publish","type":"post","link":"https:\/\/help.heredis.com\/en\/research-journal\/","title":{"rendered":"Research Journal"},"content":{"rendered":"

After taking a break from your research, it is not uncommon to wonder where you had left things at and what is left to do.<\/p>\n

The research journal is there to help you in this matter. It allows you to track your research progress. No more spending half an hour trying to figure out what you intended to look for on the internet, or, even worse, during a visit to the Archives\u2019 reading room. There is nothing more annoying than wasting that kind of time when you have just made a special trip for the occasion.<\/p>\n

For each event, enter the project to which you wish to attach the search, the status of your research, and other useful information about the status of the event so you know where you are standing.<\/p>\n

Once this information has been entered, generate a Custom Report, selecting the Research Journal, and export it to CSV or Excel format.<\/p>\n

From now on, no more scrambling when researching!<\/p>\n

Specify the search status and various other useful elements<\/h3>\n

With every event you create, you can enter as usual the date, place, etc. Starting with Heredis 2023, a magnifying glass is at your disposal. Click on it and open the Search<\/strong> Data<\/strong> tab for the event.<\/p>\n

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Under the Search<\/strong> Data<\/strong> tab for the event, specify:<\/p>\n

Search Status<\/strong>: Search record, No search record, Search in progress, or Untraceable record.<\/p>\n

Note<\/strong>: you can change the default status in the Heredis preferences. On Windows, Tools menu > Preferences > Heredis Preferences > Format tab.
\nOn Mac, menu Heredis > Preferences > Format tab.
\nIf you choose to set \u201cSearch record\u201d as the default Search Status, each new event created will be considered as a record to search for. Which means you will then only need to modify the events that shouldn\u2019t be searched for as \u201cNo search record\u201d once you have found them, or to qualify them as a \u201cSearch in progress\u201d if the search has started but is not finished.<\/p>\n

Project<\/strong>: to let you manage several projects, for instance the \u201cSmith branch\u201d, to access the searches related to this branch, or, as another example, \u201cKilled in action\u201d to manage searches related to persons who died on the battle field.<\/p>\n

Document<\/strong>: to specify the type of document you need to consult, e.g., \u201cvital records\u201d or \u201cnotarial instruments\u201d, etc.<\/p>\n

Place<\/strong>: to indicate where to look. For example, the online Los Angeles County Registrar\/Recorder, the NY Public Library, the Archives of Ontario, or even \u201cat Grandma\u2019s\u201d, etc.<\/p>\n

Date<\/strong>: what is the approximate date of the event, or also the date when you plan to do the research\u2026<\/p>\n

Call #<\/strong>: if you already know the exact reference of the document you want to consult. You could have found, for instance, thanks to the online inventory of your City Archives, that the call number for your document is 147 Q 50.<\/p>\n

URL<\/strong>: a website address if the search is to be done online.<\/p>\n

Note<\/strong>: this empty space allows you to type in a note to complete your search data if necessary.<\/p>\n

Get a Research Journal<\/h3>\n

Once you have filled in this information, generate your journal by clicking on the menu Documents > Custom Reports > Research Journal.<\/strong><\/p>\n

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Click on the Options<\/strong> button to:<\/p>\n