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Puritan Great Migration Managed Profiles Spreadsheet - User Guide - Research Team

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User Guide - Managed Profiles Spreadsheet - Research Team
Version 1 - May 18, 2021


Purpose of spreadsheet

This spreadsheet is being used to track and improve PGM Managed Profiles, with deficiencies in any of several areas, and includes only 5 Star, PGM-managed profiles, which require work by the Research team. It also shows if there are additional "needs" categories that should be addressed at the time of improving the profile. The profiles in this spreadsheet all have needs in the areas of Biography Development, Research, and/or Relationships Review, which correspond to theses columns in the spreadsheet:

  1. Needs Biog.
  2. Needs Research
  3. Needs Relation. Review

Once all deficiencies for a profile are resolved, note on the spreadsheet that your development is complete.

PGM member access to spreadsheet

The spreadsheet, which is in GoogleSheets, can be accessed via GoogleDrive and edited by team members once they have received a link from the project coordinator or leader.

Update process

You will update the spreadsheet twice for each profile. Once, when you take responsibility for it, and secondly, when you complete the work on it.

Taking responsibility for a profile

  1. Open the spreadsheet.
  2. Look for a profile(s) that you will take responsibility for development.
  3. Enter your WikiTree ID in the Team Member column.
  4. Enter the date you have taken responsibility for the profile in the Responsibility Date field.
  5. Exit the spreadsheet.

Improving a profile

For the profile(s) you have chosen, focus your work on the deficiencies identified. They are listed at the very top of the profile with their applicable categories.

Next, comprehensively develop and/or improve the project-managed profile through researching, writing and documenting information about the person, to include relevant sources in support of the information within the biography.

Although the Profile Improvement Team (PIT) may possibly work on the categories shown in the information column of the spreadsheet, if these deficiencies have not been resolved, also clear them.

Our intent should be to comprehensively develop the profile to pass the review of the PGM Profile Review Check List. We are also guided by the PGM Editing Guidance document.

Finalizing Profile Development

  1. Once you have completed all updates to the profile, be sure to remove the PGM Maintenance Category(ies) at the top of the Biography section.
  2. Preview the changes to ensure everything looks good
  3. Save the changes.

Reporting completion activity

Once you have completed all updates to the profile, again open the same GoogleSheets spreadsheet. Add the date you completed the changes in the Completion Date field.

Questions / problems

If you have questions about using the spreadsheet or making these updates, please contact either Clyde Perkins or S Willson.

Useful Links

(This page was last edited 15 May 2021.)

Comments: 3

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Hi Team,

I suggest adding some links to this page, particularly to the Research Team Page and the Spreadsheet ... a link to the PGM main page would be nice as well. Thanks!!

posted by Traci Thiessen
That is a really great idea, Tracy. Certainly the Research Team page and PGM Main page are doable. There is a bit of a concern with adding the spreadsheet as a link since we are trying to keep that access for just Research team members. We'll check into what we can do though.
posted by S (Hill) Willson
I'm sure you know this already, but you can add a link that anyone can view but only certain members can be editors. That's how I have spreadsheets set up for Magna Carta, Germany and England projects. Links are a beautiful thing ... you can never have too many of them, IMO! :-) Maybe I'm just lazy ... I don't want to search around for the page/spreadsheet. I have too many bookmarks and sheets already, so if it's linkable, I add the link.
posted by Traci Thiessen