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Medieval Profile Checklist

Privacy Level: Public (Green)
Date: [unknown] [unknown]
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Profile manager: Jen Hutton private message [send private message]
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Checklist for the Scotland Project's medieval profiles

1. Post a comment on the profile that you’ll be updating the profile and biography on behalf of the Scotland Project’s Medieval team.

2. Look at G2G posts, if any (top right of profile) and any Comments at the bottom of the page to familiarize yourself with any conflicts, etc.

3. Check the changes to see when it was last edited and by whom. If it was recently edited, especially by a member of the team, you might check with them before proceeding, especially if there were conflicts with the PMs.

4. Check the profile’s Suggestions.

5. Search for Matches to check for possible merges.

6. Check categories, templates and stickers. Are they in the proper order? Can you add more categories? Correct Order is:

  • Categories
  • Project Boxes (Make sure the profile has a Scotland Medieval project box and that the Scotland Project is listed as a PM)
  • == Biography ==
  • Stickers (NOTE: If there is a tartan/clan sticker on the profile, check whether it is an updated version. The old image will start with the words 'Clan Tartans', the new images begin with 'Scotland-Clan Tartans.' If an old sticker needs to be replaced, you can find the updated image name here.)

7. Review biography as it is currently. Check for plagiarism and/or copy/pasting against (for example) Wikipedia and the Oxford Dictionary of National Biography. If it still feels as if it is copied from somewhere, pasting a sentence or two into the search bar sometimes yields results. Note: copy/paste of large chunks of text is not acceptable even if the website is acknowledged as a source. Quotes of a sentence or two (maximum) must be within quotation marks and the source cited in an inline reference.

8. Are the correct parents/spouse(s)/children attached to the profile? Discuss any proposed detachments or changes of family members with team members, and in the comments section of the profile (or better yet, in a G2G post).

9. Consider PPP status. Does the profile need PPP to stop inappropriate relationship changes? Is PPP there but superfluous? (A Leader needs to make this change. Default position is no PPP).

10. Check all the inline citations against the source material so far as you can, ensuring the data in the bio matches precisely to the info contained in the source. (Some sources may not be accessible to you.)

  • Make sure the source’s link in WikiTree is working and that the format of the citation is correct
  • Add quotation marks around anything that is a direct quote, or better yet, write it in your own words.
  • While you do this, you may want to re-write/expand the biography with more information from each source.

11. Check the sources under "See also". Is the citation style correct? (For examples of the correct formatting for sources, see here.) Are the links correct and working? Can that source be cited inline in the bio? Can more info be added to the bio from that source?

12. Remove Ancestry.com/FamilySearch indices, any online trees and note (or remove) questionable sources. They are not accepted/reliable sources for pre-1500 profiles. (Note: Links to individual sources on Family Search and Ancestry are acceptable, and although they should be checked, need not be removed). Remember that Find-a-Grave is not a reliable source for these profiles unless it includes a gravestone photograph.

13. Is there enough research done for a full and complete biography? If not, take some time to add more reliable sourcing and data to the biography. Even a quick Google search might yield some good results.

14. Compare dates/places in the profile’s data fields to the sourced entries in the biography. Are they the same? If not, adjust them. Make sure that any marriages sourced in the text are also in the data field.

15. Add headings to a longer biography where and when appropriate.

16. Add links to the WikiTree profiles of parents/spouses/children named in the biography, e.g.: John Smith.

17. Add a Research Notes section where appropriate, especially if there are contentious aspects to the biography or relationships. If there has been any major alteration to the “facts” as written before, note the reason for the changes and your sources.

18. Acknowledgements for gedcom imports or minor changes aren’t necessary as they can be seen in the changes tab. They can be removed completely or you may add something like: “Click the Changes tab to see edits to this profile. Thank you to everyone who contributed”.

19. Re-read the biography to ensure it is complete, flows well, and is properly sourced. Run a SPELL CHECK/grammar check just in case.

20. Check the images attached to the profile to ensure they are correct/ appropriate for that profile. Make sure the image is a public domain image and has a source attached, or that there is a clear statement of why the image can be used on WikiTree. If necessary, ask for a source in the profile’s comments section or look on WikiMedia, etc. and find one. Don’t detach an image unless it is attached to another profile, otherwise it will be purged from the system. Refer these images to a team or project leader instead. Remember that background images can distract from the text, and make it difficult for members with visual impairments to read the profile. Make sure that any background images used are as subtle as possible.

21. Are there lots of PMs associated with the profile apart from the Scotland Project? Ask your Team Leader or Project Coordinator to review who should be PM and who just on the Trusted List. (Some may have been inactive for years).

22. You are done! Post a comment on the profile stating that you are now finished updating it. Pat yourself on the back ... you just improved our shared tree and many will be grateful for your hard work!





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