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Project-Managed Profiles

See the WikiTree Help page about Project-Managed Profiles for WikiTree's guidelines about project management of profiles. The guidelines were clarified late 2017, requiring any profile displaying a project box to have the corresponding project's account as manager (and vice versa). If a profile is "locked", or "PPP" (a project-protected profile), then a project box must be displayed.

Any profile displaying one of the seven variations of the Magna Carta project box (see Template:Magna Carta) must include the Magna Carta project as a manager. Add WikiTree-36 (e-mail account wikitreemagnacarta[at]googlegroups.com) as a profile manager.[1]

Project-Monitored Profiles

The first four variations of the project box are for profiles that meet the project's requirements. The other three are for profiles that do not currently but could (e.g., they are in a trail documented by Richardson but that trail in WikiTree has not yet been developed). Profiles that the project has an interest in but does not need to manage should display the {{Magna Carta Project}} maintenance sticker and have the project account (WikiTree-36) added to the trusted list. These are the project-monitored accounts. The project's watchlist and, therefore, its Family Activity Feed, includes both project-managed and project-monitored profiles.

  1. WikiTree-36, the project account, has step-by-step directions on how to add the project to the trusted list and then as a manager. The project account is tied to the project's "Profile Alerts" Google Group, which receives e-mails concerning the profiles on WikiTree-36's watchlist (the project's managed and monitored profiles).

Magna Carta Project Section

Any profile that is managed or monitored by the Magna Carta Project should have a 3rd-level section below == Acknowledgements == that explains why.

If the profile is "badged" (is in a completed, project-reviewed/approved trail), then the section should include

  • the "trail ends" - the Gateway Ancestor and the Surety Baron(s)
  • a pivotal ancestor between the two
  • when the project reviewed/approved the trail (if 2018 or later, include by whom)
    • if a re-review, include both the original date and the date of the re-review (if 2018 or later, include by whom)
  • a link to Base Camp: "See [[Space:Magna_Carta_Team_Base_Camp|Base Camp]] for more information about Magna Carta trails."

Any profile with a Magna Carta Project Maintenance Category needs to explain why the category was added (in the Magna Carta Project section).

Following are some cut/paste examples you can use as a start. (Each has different text under "Acknowledgements" to give you a variety to choose from. You could also leave a profile's existing Acknowledgements section, or you could include nothing and go straight from Acknowledgements to Magna Carta Project.)

Warning - For some reason, when you copy/paste any of the following, you get (well, I get) a space in front of the first heading, which means the coding won't work. Check that no line has a space before the "==" or "===" coding for a heading. ~ Noland-165 16:48, 14 January 2018 (EST)

Badged Profile/On a Badged Trail

== Acknowledgements ==
Click the Changes tab to see edits to this profile. Thank you to everyone who contributed to this profile.

=== Magna Carta Project ===
:'''Magna Carta ancestry'''

: {{#profile:Prefix}} {{#profile:RealName}} {{#profile:LastNameAtBirth}} is a descendant of [[:Category:Surety Barons|Magna Carta surety barons]] . . . list all that the profile has Descendant categories for - if just one, change "barons" to "baron" (but not in the category name).

: This profile is part of a project-approved/badged trail from [[:Category:Gateway Ancestors|Gateway Ancestor]] [[WikiTree-ID|name]] (reviewed in September 2015 by a [[Project:Magna Carta|Magna Carta project]] member).

: A re-review of [[WikiTree-ID|Gateway's name]]'s trails is underway. See [[Space:Magna_Carta_Team_Base_Camp|Base Camp]] for more information about Magna Carta trails. ~ ~~~~

Badged Gateway

== Acknowledgements ==
See the Changes tab for details of edits to this profile. Thanks to everyone who contributed.

=== Magna Carta Project ===
:'''Magna Carta ancestry'''

: {{Name}} is in a project-approved/badged trail (reviewed September 2015 by a [[Project:Magna Carta|Magna Carta project]] member)
* through [[FitzAlan-197|Sir Richard FitzAlan]] to [[:Category:Surety Barons|Magna Carta surety barons]] [[Bigod-2|Roger le Bigod]], [[Bigod-1|Hugh le Bigod]], [[Quincy-226|Saher de Quincy]], and [[de_Vere-309|Robert de Vere]].
* through [[Clare-638|Margaret de Clare]] to Magna Carta surety barons [[Clare-651|Richard de Clare]], [[Clare-673|Gilbert de Clare]], [[Lacy-284|John de Lacy]], and [[Quincy-226|Saher de Quincy]].

:Thomas had no descendants (his children died in infancy).<ref name="MCA" />

:See [[Space:Magna_Carta_Team_Base_Camp|Base Camp]] for more information about Magna Carta trails.

You can only use already named references in this section because it is below <references /> (which is in the Sources section). Doing so will generate a database error, so check the profiles Suggestions the following week and mark the reported DBE 868 as false.

Non-Badged Gateway

Richardson-documented Gateway Ancestors not yet in a badged trail are still included in the category Gateway Ancestors (which has a table of Gateways who should be in the category for quality control). Do not delete the category.
Non-badged Gateways should display the Trail Pending project box at the top of the profile, with parameters added as follows.
  • If the Gateway is not listed at Base Camp or is in the "Ready to Get Started" table:

{{Magna Carta|Trail Pending|status=development|needs=Development}}

  • If a trail for the Gateway is listed at Base Camp as being "Underway":

{{Magna Carta|Trail Pending|status=development}}

If needs= parameters are added, include an explanation of why for each. Also include a line to indicate trail development is underway, and by whom/date (if by you, you can do that by "signing" the entry: ~~~~.
  • If a trail for the Gateway is listed at Base Camp as "Ready for Review":

{{Magna Carta|Trail Pending|needs=Review and Approval}}

See this go-by for wording to add to generic go-by for a Gateway, below.

Note: The Trail Pending project box includes a link to the Magna Carta Project section, so do not add it prior to adding that section.

== Acknowledgements ==
Click the Changes tab to see edits to this profile; from that list, click WikiTree IDs other than [insert,no_brackets_WikiTree-ID_of_profile] to see changes to those profiles prior to being merged. Thank you to everyone who contributed to this profile.

=== Magna Carta Project ===
: '''Magna Carta trail'''

: {{Name}} is listed in ''Magna Carta Ancestry'' as a Gateway Ancestor, but is not currently in a trail to a [[:Category:Surety Barons|Magna Carta Surety Baron]] that has been reviewed/approved by the [[Project:Magna Carta|Magna Carta project]]. See [[Space:Magna_Carta_Team_Base_Camp|Base Camp]] for more information about Magna Carta trails. ~ ~~~~

:: <span id='Richardson'></span>Douglas Richardson, ''Magna Carta Ancestry: A Study in Colonial and Medieval Families,'' Royal Ancestry series, 2nd edition, 4 vols., ed. Kimball G. Everingham (Salt Lake City, Utah: the author, 2011), [https://books.google.com/books?id=8JcbV309c5UC&pg=PR23 volume I, pages xxiii-xxix] "List of Colonial Immigrants"; [add the volume, page number listed in the index for the Gateway - you'll need to look up the Chapter name and add it too].

: Richardson documents {{Name}} as a descendant of [[Quincy-226|Saher de Quincy]].

If you have details, you could expand on that... and move the ~ ~~~~ down. For example:

: Richardson documents {{Name}} as a descendant of [[Say-76|Geoffrey de Say]] through [[Fiennes-15|James Fiennes]], son of [[Fiennes-11|William Fiennes]] (whose profile is already in a badged trail from [[Say-76]]). ~ ~~~~

Prospective Gateway

Note: Please contact the project before adding or editing this section, as it was created as part of a now-retired subproject and should only be added by a project leader. (If you are not a member of the project's Google Group, then post a comment to WikiTree-36, which will be sent to the Google Group.)

== Acknowledgements ==
See the Changes tab for details of edits to this profile. Thanks to everyone who contributed.

=== Magna Carta Project ===
:'''Magna Carta trail'''

: {{Name}} is not listed as a [[:Category:Gateway Ancestors|Gateway Ancestor]] in ''Magna Carta Ancestry'' but a review for the [[Project:Magna Carta|Magna Carta project]] by [[|]] has determined the potential of a provable trail to a [[:Category:Surety Barons|Magna Carta Surety Baron]]. See [[Space:Magna_Carta_Team_Base_Camp|Base Camp]] for more information about Magna Carta trails.

::Douglas Richardson, ''Magna Carta Ancestry: A Study in Colonial and Medieval Families,'' Royal Ancestry series, 2nd edition, 4 vols., ed. Kimball G. Everingham (Salt Lake City, Utah: the author, 2011), [https://books.google.com/books?id=8JcbV309c5UC&pg=PR23 volume I, pages xxiii-xxix] "List of Colonial Immigrants".

: One potential trail from {{Name}} appears to be through [[Neville-163|Richard de Neville]], whose profile is already in a badged trail to several Surety Barons, including [[Quincy-226|Saher de Quincy]], {{Magna Carta Baron|5}} (and his father), the Bigods, and others. ~ ~~~~

Profile in a Trail "Ready for Review"

For profiles in a trail shown at Base Camp as "Ready for Review," add the following at the top of the profile:

{{Magna Carta|Trail Pending|needs=Review and Approval}}

This variation of the project box includes a link to the Magna Carta Project section, so do not add it prior to adding that section.

== Acknowledgements ==
=== Magna Carta Project ===
: '''Magna Carta trail'''

: This profile is awaiting review and approval by the [[Project:Magna_Carta|Magna Carta project]]. It has been developed in accordance with project standards (by [[WikiTree-ID|Your Name]], 27 October 2017) as part of the trail between [[:Category:Gateway_Ancestors|Gateway Ancestor]] [[Booth-1645|Thomas Booth]] and [[:Category:Surety_Barons|Magna Carta Surety Baron]] [[Bohun-7|Henry de Bohun]]. See [[Space:Magna_Carta_Team_Base_Camp|Base Camp]] for more information about Magna Carta trails.

Trail Being Developed

For profiles in a trail shown at Base Camp as "Underway," add the following at the top of the profile:

{{Magna Carta|Trail Pending}}

This variation of the project box includes a link to the Magna Carta Project section, so do not add it prior to adding that section.

== Acknowledgements ==
=== Magna Carta Project ===
:'''Magna Carta trail'''

: A trail between [[:Category:Gateway Ancestors|Gateway Ancestor]] [[Littleton-208|Nathaniel Littleton]] and [[:Category:Surety Barons|Surety Baron]] [[Mowbray-151|William de Mowbray]], identified by the [[Project:Magna Carta|Magna Carta Project]], is being developed (see [[Space:Magna_Carta_Team_Base_Camp|Base Camp]]). ~ ~~~~

Above is the minimum the Magna Carta Project section should have. Following is greatly expanded. (Note that it is not necessary to copy the lineage onto each profile in the trail - you can refer to it instead; e.g., See the trail from [[WikiTreeID-xx|Gateway's Name]] on [[WikiTreeID-xx#Magna Carta Project|his/her profile]].)

=== Magna Carta Project ===
:'''Magna Carta trail'''

: {{Magna Carta Project}}
: This profile has been identified by the [[Project:Magna Carta|Magna Carta Project]] as being in a direct trail between [[:Category:Gateway Ancestors|Magna Carta Gateway Ancestor]] [[Filmer-6|'''Henry Filmer''']] to [[:Category:Surety Barons|Surety Baron]] [[Huntingfield-11|'''William de Huntingfield''']]. The trail to [[Huntingfield-11]] connects to an existing trail at [[Lewknor-25]]:

::1. [[Filmer-6|Henry]] is the son of [[Argall-4|Elizabeth (Argall) Filmer]] <br>
::2. [[Argall-4|Elizabeth]] is the daughter of [[Scott-2035|Mary (Scott) Washington]] <br>
::3. [[Scott-2035|Mary]] is the daughter of [[Scott-238|Reginald Scott]] <br>
::4. [[Scott-238|Reynald]] is the son of [[Scott-239|John Scott]] <br>
::5. [[Scott-239|John]] is the son of [[Lewknor-3|Sybilla (Lewknor) Scott]] <br>
::6. [[Lewknor-3|Sybilla]] is the daughter of [[Lewknor-92|Thomas Lewknor]]<br>
::7. [[Lewknor-92|Thomas]] is the son of [[Lewknor-25|Roger Lewknor]].

: This profile is being developed (Pre-Review) by a member of the Magna Carta Project along with the intervening profiles to Roger Lewknor ([[Lewknor-25]]). Interested WikiTree members are welcome to work on developing this profile and/or the intervening profiles. If you are interested in being a Gateway Guardian, or joining the project (or both), please post a comment to [[WikiTree-36]], answer "yes" to the project's [https://www.wikitree.com/g2g/534593/magna-carta-project-has-new-member-openings G2G "join" post] (to join the project), or contact [[Douglass-990|David Douglas]]. Edited by ~~~~

* See [[Space:Trail Tracks|this page]] for a table showing Gateways and their Guardians.
* See the [[Project:Magna Carta|Magna Carta Project page]] for more information about the project.
* See [[Space:Magna_Carta_Team_Base_Camp|Base Camp]] for information about identified trails and their status.

Explanation of Needs

List an explanation for any needs= parameters you added. "Sign" each one, as not all needs= parameters are added at the same time or by the same person. Review and Approval, although self-explanatory, should still be listed and can serve as a reminder (both to the person posting the template to change the table at Base Camp and to the reviewer, to remove the needs= parameter). See the needs= parameters to choose from here.
For example:

* '''Development''': This profile has not been developed since it was added via gedcom upload. See [[:Help:Biographies]] for basic requirements and also the project's [[Space:Magna_Carta_Project_Checklist|checklist]]. ~ ~~~~

*'''Source Check''': This profile does not include Richardson as a source. Addition of ''Royal Ancestry'' and/or ''Magna Carta Ancestry'' information with in-line citations and full reference(s) is needed. ~ ~~~~

*'''Family Verified''': Profiles attached need to be verified against sources (all need checked: parents, spouses, siblings, and children). ~ ~~~~

* '''Review and Approval''': Trail development completed xx[date]xx and the table entry at [[Space:Magna_Carta_Team_Base_Camp|Base Camp]] has been changed to "ready for review". ~ ~~~~

The Rest of the Profile

Developing the Profile

The Magna Carta project "badge" is for profiles that are in a project-approved trail between a Gateway and a Baron, with each badged profile on that trail having been reviewed against our checklist. Passing the checklist is the minimum.

See the project's Glossary for project-specific terms, such as a "badged trail".

For the ideal, see The List posted by the Biography Builders project.

"Genealogically Defined" is a good goal (but not always possible with pre-1500 folks).

For the basics, see Help:Biographies - for example, that's where you'll find the guidance that you should use no more than four 2nd-level headings (Biography and Sources are required; Research Notes and Acknowledgements are optional).

Order of Elements

Where an element should be placed on a profile is covered in several places (for example, on Help:Biographies and Help:Research Note Boxes), but the information sometimes seems in conflict and often is not "in the weeds" enough. So this order is suggested for elements you're likely to encounter on badged (or soon-to-be badged) Magna Carta profiles:

1. Text about Surety Barons or status of profile (see examples below).

2. Categories.

List categories at the top of the profile, even though they display at the bottom. Most project boxes and some stickers add categories. The main Magna Carta badge - {{Magna Carta}} - adds only one category: Magna Carta. Additional cateorgies for a profile might include
  • English birth location category; "House of" category
  • KB, KG, Battle categories
  • Immigration/"across the pond" location categories
Note: If there is a Succession Box (or more than one), where to place it (or them) is a matter of aesthetics, depending on other elements. Consider also if they are used as a navigation tool (which is frequently the case for royalty). Some profiles will look best with a Succession Box above project boxes; some with it below a project box; some with it as the first element below the Biography heading (before any stickers displayed). I have seen at least one profile managed by the EuroAristo project with the succession box under the biography's "Titles" section.

3. Project Boxes.

The Magna Carta project has one project box - {{Magna Carta}} - that can be used to display seven different project boxes on a profile. See the Magna Carta template page.
Only two project boxes should be displayed on a profile. If a project box is displayed, the corresponding project account must be a manager of the profile. And if the profile is protected (PPP), then a project box must be displayed.
There is no Magna Carta project-recommended order for project boxes. Most all Magna Carta project profiles overlap another project - primarily EuroAristo, and PGM, but also England, Cymru, New Netherland Settlers, Virginia, Quakers and other projects. Generally, the project box for PGM or Quakers will be first and the Magna Carta Project badge second, as those projects are very active in managing their project-managed profiles & in acknowledgement that being a Friend (Quaker) or part of the Puritan Great Migration (PGM) is much more significant for that person than the happenstance of birth that makes him or her a Magna Carta Gateway Ancestor. In the end, collaboration is key.

4. Research Note Boxes.

These are the templates that add the wide grey bar with research notes to a profile. These should be grouped together (if more than one) and follow any project boxes on the profile (according to Help:Research Note Boxes).
If the profile has a Research Note Box, it MUST have a Research Notes section with an explanation of why it has the box.

5. NOT RECOMMENDED - but if there is a dire need to flag something in the profile with text above the first heading that a Research Note Box cannot convey, add it here. Be brief & include a link to clarifying information in the text, for example:

{{Red|Warning}} Do Not Merge with her niece, [[WikiTree-ID|Same Name]]. See [[#Research_Notes|Research Notes (below)]] for details.

6. == Biography ==

Required heading. See this page for a basic copy/paste structure for a Magna Carta profile.
This heading is required. Although many question having a narrative here that repeats the information given in the datafields and imparted by way of attached profiles, having such a narrative is a helpful quality control feature, especially since it should include inline citations to the source(s) of the information.

7. {{Stickers}}

If there is a Succession Box following the Biography heading, any stickers should be below it.
No more than 5 stickers (3 is better, according to Help:Stickers), but also consider placing the sticker next to the text it is meant to bring attention to. (The {{Magna Carta Project}} sticker, if used, should be in the Magna Carta Project section.)

8. Subheadings under Biography.

Some profile have a single, brief narrative. Some have a multi-paragraphed narrative with bold elements (for birth, marriage, spouse, etc.). Some have 3rd-level headings for those elements. Some have a heading for nearly every sentence (seems a bit much). So long as the display is logical and the sourced vitals (bdm/parents/children) easily found, there is leeway for the profile managers to exercise their preference. bdm = birth, death, marriage (see this page for other acronyms/abbreviations commonly used; see also the Magna Carta project's Glossary).

9. == Research Notes ==

Optional heading. However, if the profile has a Research Note Box, this is where you would explain why.

10. == Sources ==

Required heading, with <references /> immediately below it. Be mindful that some people intentionally duplicate inline references and bulleted references. The intention is that the bulleted list presents a complete bibliography, separate from the footnoted list. Note also that the project recommends doing this for Douglas Richardson's works - see WikiTree's source pages for Magna Carta Ancestry and Royal Ancestry for details.

11. == Acknowledgements ==

Optional heading, but not for Magna Carta project profiles, since the Magna Carta Project section goes below Acknowledgements with a third-level heading. See examples (above), which show different text you might use in this section, or you could add no text. See also Help:Acknowledgements.

12. === Magna Carta Project ===

See examples (above). Every Magna Carta project-managed or monitored profile should have this section, whether it has a Magna Carta badge - {{Magna Carta}} or {{Magna Carta|GatewayAncestor|2|3}} - a "non-badge" variation of the project box, or the {{Magna Carta Project}} maintenance sticker (and WikiTree-36 should be the manager if the project box and on the trusted list if the sticker).
: '''Magna Carta ancestry''' should be directly below the heading for badged profiles (those in a project-approved trail).
: '''Magna Carta trail''' should be directly below the heading for non-badged profiles (those not yet in a project-approved trail).

Examples of text for top of profile (number 1 in above order):

(a) If the profile is in a badged trail and there is a Magna Carta Project section:
{{#profile:Prefix}} {{#profile:RealName}} {{#profile:LastNameAtBirth}} is in a trail badged by the Magna Carta Project to surety baron Saher de Quincy (see [[#Magna Carta Project|text below]]).
The Magna Carta Project section needs to cover all barons mentioned and should also include a link to the project's Glossary (to explain "badged trail"), such as on Despenser-26.
See the project's [[Space:Magna Carta Project Glossary|glossary]] for project-specific terms, such as a "badged trail".
If a profile was badged before 2018, it won't have a Magna Carta Project section. Leave existing text where it is (below the Magna Carta badge) until it does.
(b) If the profile has maintenance categories:
'''Note''': This profile needs work. See below [[#Magna Carta Project|text]] and [[#categories|maintenance categories]] for details. <br><br>
Add the following hidden text in the Magna Carta Project section:
<!-- IMPORTANT: when maintenance categories are cleared, delete the Note that the profile needs work. -->
(c) If the profile is in a trail being developed:
{{#profile:Prefix}} {{#profile:RealName}} {{#profile:LastNameAtBirth}} is on a trail to a Magna Carta surety baron that is being developed. See [[#Magna Carta Project|text (below)]]. <br><br>
Note - Do not add this until you have added the Magna Carta Project section.




This is an active Magna Carta Project page with up-to-date information.
Reviewed: Noland-165 13:44, 4 August 2019 (UTC)




Collaboration
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On 5 Aug 2019 at 16:00 GMT Liz (Noland) Shifflett wrote:

in updating Magna Carta Project sections, I find myself adding a link to the project's glossary when I use the term "badged". For example:
See [Space:Magna Carta Team Base Camp |Base Camp]] for more information about Magna Carta trails; see the project's [Space:Magna Carta Project Glossary |glossary]] for terms used by the project (such as "badged").

(note that I deleted one of the 2 "opening brackets" for the links so that the coding would show)

On 27 Jan 2018 at 08:51 GMT Liz (Noland) Shifflett wrote:

Click here for an example with coding of the Magna Carta Project section. Copy it & paste it at the bottom of a profile, click the preview button below the edit box (where you pasted the copied, coded example) and you'll see what it looks like.

On Help:Biographies is a link that says "Click here for an example of a perfectly-formatted text section." ... which is I think what you are asking for? update- there's now a Magna Carta Project version: here.

If you haven't taken WikiTree's guided tour, please do. See Category:New_Member_How-To

Cheers, Liz

On 27 Jan 2018 at 05:09 GMT William Collins wrote:

um, um. From a relatively new to WT, I don't know what page you are talking about, but wanted to be sure that we (us dumb ones) could look at example as it would look to the public, and also see the same thing as it would look when edited but before doing the "save"

This might, just might, get some of us up to speed a little quicker. Just saying......

On 27 Jan 2018 at 02:55 GMT Liz (Noland) Shifflett wrote:

um, the info on this page already shows the coding necessary while editing. What I was asking about was an Examples section with links showing an example in use on a profile.

On 27 Jan 2018 at 02:36 GMT William Collins wrote:

I concur with David, and the examples should show the coding that is necessary while editing, rather than the finished profile.

On 27 Jan 2018 at 02:33 GMT Liz (Noland) Shifflett wrote:

Thanks for the feedback David.

I added an = Examples = section just before = The Rest of the Profile = with a couple of lines that I had hidden on another page I updated yesterday, but then realized that the examples were from before the latest changes, so they need to be updated too before they can be examples (and so I hid them here too).

I'll add this to my to-do list, but I'm still working with Aleš on template issues that will take all my time for the rest of the month.

I'd like to see 3.8 Examples section that has one for each of the other 3.x ones. So if you see good examples, or edit a profile & create a good example, feel free to add them!

Cheers, Liz

On 27 Jan 2018 at 01:50 GMT David Douglass wrote:

I personally think having examples would be very useful.

On 15 Jan 2018 at 19:12 GMT Liz (Noland) Shifflett wrote:

I just ran across a second good example for "Badged Profile/On a Badged Trail"... Neville-646.

I thought of adding an "Examples" section to the end of this page (below "The Rest of the Profile") that would repeat the 3/4 headings and subheadings and folks could add links to profiles with good examples under the appropriate heading.

Anyone aside from me think that would be useful?

Thanks! Liz

On 14 Jan 2018 at 22:10 GMT Liz (Noland) Shifflett wrote:

The samples posted here are provided as a way to get started. Edit and/or mix & match as appropriate.

Cheers, Liz