Nordic Trail Process
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Surnames/tags: Nordic_Trail Nordic
Navigation: Nordic Project > Nordic Trail > Nordic Trail - Membership Team > Nordic Trail Process
Nordic Trail Process
Membership Coordinator
New/Existing Explorer
Nordic Trail Guide
- New (or existing) member joins the Nordic Project via Join Thread on G2G (or Trail) by contacting Membership Coordinator.
- Membership Coordinator sends them an email (see below #1 or #2 or #3) and adds them to the Waiting List tab on the Membership Spreadsheet
- Membership Coordinator assigns Trail Guide for Explorer by forwarding the email to an available Trail Guide and moving their entry on the spreadsheet to the Project Member tab.
- The assigned Trail Guide adopts and prepares their selected profile. (add code for image - see bottom of this doc)
- Prepare and send initial contact email with a link to their selected profile (BCC Membership Coordinator)
- Move or add a link to the profile to the Orphan Profile Lists - Part 1 and Orphan Profile Lists - Part 2
- Monitor their progress
- Reply to any emails received
- Review Checklist for completion
- Provide feedback on completed profile
- Proceed to Profile #2 and repeat the process
- Once the Explorer has completed their Nordic Trail, send them an email to congratulate them, along with the code for their graduation sticker. CC: Membership Coordinator
- Assign Nordic Project badge.
- Member contacts Membership Coordinator with their new Team selection
- Membership Coordinator updates the entry on the spreadsheet and adds the Member to the appropriate Team Pages.
Welcome Email #1
Hi (Name Here),
We’re so glad to welcome you to the Nordic Project’s Nordic Trail and hope that you will both enjoy and learn from this experience.
Keep this email somewhere safe for future reference and make sure to bookmark the links attached. You’ll need them throughout this learning experience.
This is a link to the page you’ll be working with most during this first level of the Trail. It will help you understand the process of editing profiles. Nordic Trail - Part 1
Here are the links to the help pages that you’ll need for this phase:
- Using Sources for Genealogy Research: This page outlines why sources are important when researching your ancestors. All profiles should reach, meet or exceed WikiTree’s standards for sourcing.
- Sources Help Page: This page outlines why sources are a required part of the WikiTree experience and shows you two ways to add sources to your ancestors profiles.
- Examples of what is considered uncertain information. This page outlines what sources are considered derivative and are not used for profiles that are part of the Nordic Project. They can, however, be helpful in finding true sources.
- Research Notes Help Page: This page outlines why a Research Notes section can be helpful, where to properly place the research notes section, and introduces Research Note Boxes (we'll look at these more closely, later).
- Biographies Help Page: This page outlines the required and optional headings for the biography portion of a profile.
Three profiles will be assigned to you by your guide, and you will be notified of which profile to work on when your guide contacts you. You will have 1 month to complete each profile. You are expected to check in with your guide on a weekly basis and any extension to the timeframe must be discussed with your guide at that time.
Please respond within 1 week from the date of this email to let me know you are still interested, in order to hold your place on the Nordic Trail.
May I remind you to add the Nordic Tag on your profile if you have not already done so. https://www.wikitree.com/wiki/Help:Tags
Sincerely,
(Your Name)
Nordic Project Membership Coordinator
Welcome Email #1A - New Project Members - non response
Hi (Name Here),
I sent you an email last week, confirming your placement in the Nordic Trail program. At that time you were asked to respond within the week. I have not received a response. Please confirm that you wish to continue on the Nordic Trail within the next 3 days in order to keep your spot in the program.
The number of available guides is limited, so we need to take this step to ensure that all Explorers have the opportunity to join. If I do not hear from you by that date, your spot will be given to another explorer and you will need to begin again if you decide to join at a later time.
Sincerely,
(Your Name)
Nordic Project Membership Coordinator
Welcome Email #1B - New Project Members - 2nd non response
Hi (Name Here),
I have not received a response from you regarding your involvement in the Nordic Trail, and as advised in my last communication, we need to assign our guides to the next members on the waiting list. If you decide at a later time to join, please let us know and we'll return your name to our waitlist.
Sincerely,
(Your Name)
Nordic Project Membership Coordinator
Nordic Trail checking in with you - please advise if you haven’t received our emails.
When this email is sent, a post to the members profile should also be made: as above.
Welcome Email #2 - Existing Project Members (Part 2)
Hi (Name Here),
We’re so glad you’ve chosen to take part in the Nordic Project’s Orphan Trail and hope that you will both enjoy and learn from this Nordic Trail experience.
Keep this email somewhere safe for future reference, or make sure to bookmark the links attached. You’ll need them throughout this learning experience.
This is a link to the page you’ll be working with most during Part 2 of the Nordic Trail. It will help you understand what the process is for editing a profile. Nordic Trail - Part 2, Please ensure you read the do’s and don’ts and both checklists as this is the standard profiles are checked against.
This part is for the more experienced members who have the basics down pat and may only need a refresher.
- Advanced Sourcing
- Advanced Biography and Editing Tips
- Advanced Biography Writing
- Introduction to Categories
- Categorization Glossary
Your profiles will be assigned to you by your guide, and you will be notified on which profile when your guide contacts you. You will have 1 month to complete a profile. You are expected to check in with your guide on a weekly basis and any extension to the timeframe must be discussed with your guide at that time.
Please respond within 1 week from the date of this email in order to hold your place on the Nordic Trail.
Sincerely,
(Your Name)
Nordic Project Membership Coordinator
Email 1
BCC the NordicTrail Project Coordinator
Hi (Name Here),
My name is (Your Name) and I've been assigned as your Nordic Trail Guide.
This is the profile you will be working on: [Add link to selected profile here]. You have 1 month in which to complete the profile, please remember to keep in contact on a weekly basis.
You'll notice the image now on the profile that indicates the profile should not be edited while it is in place. That is meant for other WT members. This profile is for you and you alone to work on.
You'll find further information on this page: Nordic Trail - Part 1
Let me know if you get stuck and I will do my best to help.
Please confirm with me that you have received this email so we are sure that we are in contact. I realise that you may have been waiting for a guide for some time. If, for any reason, you are unable to proceed at this time, please let me know as soon as possible. If I don't hear from you within seven days, I won't be able to hold your place on the Nordic Trail at this time. You would be welcome to re-apply at a later date.
Sincerely,
(Your Name) Nordic Trail Guide
BCC the Nordic Trail Project Coordinator
PM 1
Hi (name here)
I emailed you last week regarding a place on the Nordic Trail.
Unfortunately, if I don't hear from you within 24 hours, I won't be able to hold your place on the Nordic Trail at this time. You would be welcome to re-apply at a later date.
Sincerely,
(Your Name)
Nordic Trail Guide
Email 2
Hi (Name Here),
Your profile looks great! Well done!
(Add Positive feedback)
(Add Constructive details for improvement.)
This is the profile you will be working on: [Add link to selected profile here]. You have 1 month in which to complete the profile, please remember to keep in contact on a weekly basis.
Sincerely,
(Your name here)
Nordic Trail Guide
Promotion Email for Part 2
BCC the Nordic Trail Project Coordinator
Hi (Name),
Congratulations! You’ve completed the first part of the Nordic Trail!
This part focuses on the (Part 2 lessons). In addition to what you've already learned, you'll be exploring:
- Using templates, categories and stickers
- Using named inline citations for repeated use of the same source
Now is the time to start pulling all your skills together to create the most complete and accurate profiles possible. You will need to complete two profiles during this time period in order to complete the required portion of the Nordic Trail.
Have fun! I'm here if you need me.
(Guide Name)
Nordic Trail Guide
BCC the Nordic Trail Project Coordinator
Graduation Email 1
BCC Nordic Trail Project Coordinator if the Explorer is NOT continuing on to Part 2
Hi (Name),
Congratulations!
You've now completed the required portion of our Nordic Trail! Well done! You can place this on your profile (anywhere below the Biography line):
Since you have completed the required portion of the Trail, you earned your Nordic Project membership. Your badge should be displayed on your profile shortly. Please let the Membership Coordinator know which Nordic geographic sub-project you are interested in joining.
If you wish to continue with Level 2, you will need to be pre-1700 certified. See the Pre-1700 certification Quiz. If you are already certified and wish to continue, let me know and I will send you a new orphaned profile.
Sincerely,
(Name)
Your Nordic Trail Guide
Email 5
BCC the Nordic Trail Project Coordinator
Hi (Name Here),
Keep this email somewhere safe for future reference, or make sure to bookmark the links attached. You’ll need them throughout this learning experience.
The profile you selected is ready for you to begin: (add link)
This level focuses on the time period between 1700 and 1799. There is a full list of topics covered on this page, which you should bookmark for later reference: Nordic Trail - Part 2
Now is the time to start pulling all your skills together to create the most complete and accurate profiles possible.
Have fun! I'm here if you need me.
Sincerely,
(Name)
Your Nordic Trail Guide
BCC the Nordic Trail Project Coordinator
Email 6
BCC the Nordic Trail Project Coordinator
Hi (Explorer's name),
Congratulations from all of us on the Nordic Team. You are officially a Nordic Trail graduate! Thank you for spending so much valuable time enhancing our profiles and learning to create unique and high quality profiles for our shared Nordic ancestors. We hope this has been a useful and rewarding experience, and welcome positive feedback from our Explorers on the Nordic Trail. You've earned your badge, so place this on your profile (anywhere below the Biography line).
Thank you for all that you do to improve our team and WikiTree.
Sincerely,
(Name)
Your Nordic Trail Guide
BCC the Nordic Trail Project Coordinator
Graduation Email 2
BCC Nordic Trail Project Coordinator
Hi (Name),
Congratulations from all of us on the Nordic Team. You are officially a Nordic Trail graduate! Thank you for spending so much valuable time enhancing our profiles and learning to create unique and high quality profiles for our shared Nordic ancestors. We hope this has been a useful and rewarding experience, and we welcome positive feedback from our Explorers on the Nordic Trail.
You've earned your badge, so place this on your profile (anywhere below the Biography line).
Thank you for all that you do to improve our team and WikiTree.
Sincerely,
(Your Name)
Your Nordic Trail Guide
Graduation Announcement (Google Group)
With graduates of Part 2, please post a congratulatory message for your Explorer on Google Groups. The current post is here: on Google Groups When you have this conversation open, select the first email and click/select the "reply all" (double back arrows symbol on some browsers, red "Post Reply" on others). When the new email opens, be sure to blank out/erase the contents of the body of the message before you start your new announcement.
Checklists
These checklists are broken down by parts.
Checklist - Part1
- Data Section
- Is the data correct? Birth date and place should be the same in the data fields and in the biography. Parents should match sources. Marriage date and place should be the same in the data fields and in the biography. Death date and place should be the same in the data fields and in the biography. Are they marked as: before, after, estimate or exact?
- If no children, check this box: If there are no more known children, is the box checked?
- Certainty and confidence: Are the appropriate buttons selected?
- Biography Section
- Is there a good biography? Are the sentences clear and concise? Are the facts confirmed by sources? Does the biography agree with the sources? If a marriage is mentioned, is it also in the Data section with the spouse attached?
- Children List
- Is there a list of known children? Is it sourced by at least one primary or secondary source? Are the children attached to the profile the same as the ones on the list? Do the facts agree?
- Sources
- Are the sources considered reliable for Nordic Profiles? Family Trees, Millenium Files, Yates Publishing, Find a Grave indexes or memorials without photos are not considered acceptable.
- Final Product
- Is a Disputed Section needed?
- Is a Research Notes Section needed?
Checklist - Part 2
- Data Section
- Is the data correct? Birth date and place should be the same in the data fields and in the biography. Parents should match sources. Marriage date and place should be the same in the data fields and in the biography. Death date and place should be the same in the data fields and in the biography. Are they marked as: before, after, estimate or exact?
- If no children, check this box: If there are no more known children, is the box checked?
- Certainty and confidence: Are the appropriate buttons selected?
- Biography Section
- Is there a good biography? Are the sentences clear and concise? Are the facts confirmed by sources? Does the biography agree with the sources? If a marriage is mentioned, is it also in the Data section with the spouse attached?
- Sources
- Are the sources considered reliable for Nordic Profiles? Family Trees, Millenium Files, Yates Publishing, Find a Grave indexes or memorials without photos are not considered acceptable.
- Are source citations formatted correctly? Did they use inline citations or standard sourcing citations?
- Are the appropriate categories added for: Birth, Marriage, Death, Location, Cemetery and Occupation? Did they add other categories?
- Children List
- Is there a list of known children? Is it sourced by at least one primary or secondary source?
- Are the children attached to the profile the same as the ones on the list? Do the facts agree?
- Final Product
- Is a Disputed Section needed?
- Is a Research Notes Section needed?
- Are there any duplicate profiles?
- Are the categories appropriate?
- Are any stickers added appropriate?
- Review the profile for completeness.
- Verify sources for birth, marriage and death. Are they well formatted? If links are used, do they work?
- Are there any duplicate profiles found?
- Review any Research Notes section.
- Are any images appropriate? Be sure they have used only non-copyrighted images, and provide the needed attributes.
- Ensure internal and external links are formatted correctly.
- Abandoned Profiles
- If an Explorer abandons the Nordic Trail with an incompletely processed profile, please add the profile to the Nordic Trail Abandoned Profiles. We will evaluate and decide what to do with them on a case by case basis. Leave the image on the profile but orphan it to remove it from your Watch list.
- Login to request to the join the Trusted List so that you can edit and add images.
- Private Messages: Send a private message to the Profile Manager. (Best when privacy is an issue.)
- Public Comments: Login to post. (Best for messages specifically directed to those editing this profile. Limit 20 per day.)
- Public Q&A: These will appear above and in the Genealogist-to-Genealogist (G2G) Forum. (Best for anything directed to the wider genealogy community.)