US Southern Colonies Project Maintenance Categories

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US Southern Colonies Project | Categories Page | Project Maintenance Categories Page By Team Profiles

Contents 1 Introduction 2 Project Maintenance "Needs" Categories 2.1 Needs Biography 2.2 Needs Extensive Work 2.3 Needs Location Research 2.4 Needs Merge Attention 2.5 Needs Project Attention 2.6 Needs Ref Tags 2.7 Needs Relationship Review 2.8 Needs Research 2.9 Needs Sources 2.10 Needs Style Review 3 Project Maintenance WikiTree-wide Categories 3.1 Conflated Profiles 3.2 Family Brick Walls 3.3 Unsourced Profiles 4 Add or Remove a Project Maintenance Category 4.1 Add or Remove a Project Maintenance "Needs" Category 4.1.1 Colony Values 4.1.2 Needs Values 4.2 Add or Remove a Project Maintenance WikiTree-wide Category 5 Documenting "Needs" in Research Notes 6 US Southern Colonies Project Maintenance Categories By Team

Introduction

Project Maintenance Categories group profiles in need of some particular type of work, and serve as to-do lists for Projects. Such a profile therefore "needs" work.

The US Southern Colonies Project has defined project-specific maintenance categories to organize the work of team members and others interested in improving the profiles of US Southern Colonists.

These maintenance categories are implemented through "modifiers" or directly with categories:

• Project Maintenance "Needs" Categories
  • |needs= on the project box or adjunct project box
  • |needs= on the project sticker
• Subset of the Research Note Boxes
  • |US Southern Colonies

Sections 2 and 3 describe the project maintenance categories in detail.

Section 4 presents the steps and syntax to categorize a profile into one or more of the project maintenance categories.

Section 5 provides a recommended approach to then document the needed work in the Research Notes section of the profile.

Project Maintenance "Needs" Categories

See US Southern Colonies Project Maintenance Categories for the most up-to-date list of project maintenance categories.

Needs Biography

Criteria: Profiles in this category need a biography, or have biographies that do not meet WikiTree biography recommendations and best practices.

Example Syntax:

{{US Southern Colonist|Maryland|needs=Biography}}

{{US Southern Colonist Adjunct|needs=Biography}}

{{US Southern Colonist Sticker|Maryland|needs=Biography}}

Notes: none.

Companion Page: none.

See also: Help:Biographies, Biography Builders, Help:Bio Ideas, Genealogically Defined.

Needs Extensive Work

Criteria: Profiles in this category need extensive work, defined as needing to be placed in more than three (3) of the US Southern Colonies Project Maintenance "Needs" Categories.

Example Syntax:

{{US Southern Colonist|Virginia|needs=Extensive Work}}

{{US Southern Colonist Adjunct|needs=Extensive Work}}

{{US Southern Colonist Sticker|Virginia|needs=Extensive Work}}

Notes: none.

Companion Page: none.

See also: none.

Needs Location Research

Criteria: Profiles in this category need to be reviewed to verify locations in the data fields and text existed at the time the person was living, are consistent with the family's known locations, and use the naming conventions of their time instead of ours.

Example Syntax:

{{US Southern Colonist|Jamestown|needs=Location Research}}

{{US Southern Colonist Adjunct|needs=Location Research}}

{{US Southern Colonist Sticker|Jamestown|needs=Location Research}}

Notes: Links to formation maps can be found on the companion space page.

Companion Page: US Southern Colonies Project Needs Location Research.

See also: Help:Location Fields.

Needs Merge Attention

Criteria: Profiles in this category need attention as a result of merge activity, most commonly post-merge cleanup.

This category may also be used to:

• ensure a profile in a proposed merge doesn't fall off the radar—sometimes profile managers approve the merge, but don't complete it; other times orphaned merges receive default approval, but no one reviews the merge;

• flag a profile that has had a proposed merge rejected or postponed;

• flag a profile you set in an unmerged match—in which case you should also add the profile to Needs Research.

Example Syntax:

{{US Southern Colonist|Carolina|needs=Merge Attention}}

{{US Southern Colonist Adjunct|needs=Merge Attention}}

{{US Southern Colonist Sticker|Carolina|needs=Merge Attention}}

Notes: none.

Companion Page: none.

See also: Help:Merging.

Needs Project Attention

Criteria: Profiles in this category need project attention primarily because the profile has an error related to the project account or project box.

Example Syntax:

{{US Southern Colonist|North Carolina|needs=Project Attention}}

{{US Southern Colonist Adjunct|needs=Project Attention}}

{{US Southern Colonist Sticker|North Carolina|needs=Project Attention}}

Notes: These usually require resolution by someone with the Project Team Leader badge or the Profile Manager.

Companion Page: none.

See also: US Southern Colonies Project Editing Guidance.

Needs Ref Tags

Criteria: Profiles in this category have both biographies and sources, but do not contain in-line citations (i.e. ref tags, <ref>…</ref>), making it difficult to determine the source of facts in the profile.

Example Syntax:

{{US Southern Colonist|South Carolina|needs=Ref Tags}}

{{US Southern Colonist Adjunct|needs=Ref Tags}}

{{US Southern Colonist Sticker|South Carolina|needs=Ref Tags}}

Notes: none.

Companion Page: none.

See also: References and Ref Tag Suggestons.

Needs Relationship Review

Criteria: Profiles in this category need to reviewed to ensure the relationships (attached profiles) are supported by the biographical information and sources.

Example Syntax:

{{US Southern Colonist|Georgia|needs=Relationship Review}}

{{US Southern Colonist Adjunct|needs=Relationship Review}}

{{US Southern Colonist Sticker|Georgia|needs=Relationship Review}}

Notes: none.

Companion Page: none.

See also: none.

Needs Research

Criteria: Profiles in this category need additional research.

Example Syntax:

{{US Southern Colonist|Maryland|needs=Research}}

{{US Southern Colonist Adjunct|needs=Research}}

{{US Southern Colonist Sticker|Maryland|needs=Research}}

Notes: none.

Companion Page: none.

See also: none.

Needs Sources

Criteria: Profiles in this category need to be updated to include sources for one or more pieces of information in the profile.

Example Syntax:

{{US Southern Colonist|Virginia|needs=Sources}}

{{US Southern Colonist Adjunct|needs=Sources}}

{{US Southern Colonist Sticker|Virginia|needs=Sources}}

Notes: Use the Unsourced Profiles category if the profile has no sources.

Companion Page: none.

See also: Help:Sources, US Southern Colonies Sources and Resources Directory.

Needs Style Review

Criteria: Profiles in this category need to be updated to meet current WikiTree and US Southern Colonies Project style guidelines.

Example Syntax:

{{US Southern Colonist|Jamestown|needs=Style Review}}

{{US Southern Colonist Adjunct|needs=Style Review}}

{{US Southern Colonist Sticker|Jamestown|needs=Style Review}}

Notes: none.

Companion Page: none.

See also: Styles and Standards, US Southern Colonies Project Editing Guidance, US Southern Colonies Project Profile Example.

Project Maintenance WikiTree-wide Categories

The previous "needs" categories are specific to the US Southern Colonies Project, although many may be similar to Project Maintenance Categories created by other projects.

The following maintenance categories are specific to the US Southern Colonies Project, but are part of the WikiTree-wide maintenance categories implemented with Research Note Boxes or directly with categories.

Conflated Profiles

Criteria: Profiles in this category contain information about two or more people that has been combined and confused.

Example Syntax:

{{Conflated|US Southern Colonies|Province of Carolina}}

Notes: none.

Companion Page: none.

See also: none.

Family Brick Walls

Criteria: Profiles in this category have reached a brick wall.

Example Syntax:

[[Category:Province of Carolina, Family Brick Walls]]

Notes: none.

Companion Page: none.

See also: none.

Unsourced Profiles

Criteria: Profiles in this category have no sources or no clear information where any information came from.

Example Syntax:

{{Unsourced|US Southern Colonies|North Carolina}}

Notes: none.

Companion Page: none.

See also: Help:Sources.

Add or Remove a Project Maintenance Category

Add or Remove a Project Maintenance "Needs" Category

This section presents the steps to properly categorize a profile into a project maintenance "needs" category.

To add a Project profile to the category, do the following:

1. Add the category by one of these two (2) methods:
   
   
   • project box with colony parameter and up to three (3) needs parameters
     
     {{US Southern Colonist|colony|needs=value|needs1=value1|needs2=value2}}
     
     Notes: Insert project box below any other categories, and above the Biography header. Only project-managed profiles use the project box.
     
     
   • project sticker with colony parameter and up to three (3) needs parameters
     
     {{US Southern Colonist Sticker|colony|needs=value|needs1=value1|needs2=value2}}
     
     Notes: Insert project sticker below the Biography heading.
     
     
2. Document the "needs" in the Research Notes as described in the Documenting "Needs" in Research Notes section below.

To remove a Project profile from the category, do the following:

1. Resolve the "needs".
2. Update the "needs" issue(s) in the Research Notes section.
3. Remove the category (by reversing add step 1 above).

Colony Values

colony is a required parameter and takes the values:

• Virginia
• Jamestown
• Maryland
• Carolina
• North Carolina
• South Carolina
• Georgia

Notes: Careful! It is Jamestown and Carolina here.

Needs Values

value, value1, and value2 take the values:

• Biography
• Extensive Work
• Location Research
• Merge Attention
• Project Attention
• Ref Tags
• Relationship Review
• Research
• Sources
• Style Review

Add or Remove a Project Maintenance WikiTree-wide Category

This section presents the steps to properly categorize a profile into a project maintenance research note box category, or directly into a category.

Note: The Conflated Profiles template discussed below categorizes profiles into categories shared with the states of the United States Project in the cases of Maryland, Virginia, North Carolina, South Carolina, and Georgia. There are unique categories for Jamestown Colony and Province of Carolina.

Note: The Unsourced Profiles template discussed below categorizes profiles into categories shared with the states of the United States Project in the cases of Maryland, Virginia, North Carolina, South Carolina, and Georgia. There are NO categories for Jamestowne Colony and Province of Carolina.

To add a Project profile to the category, do the following:

1. Add the category using a Research Note Box with |US Southern Colonies and |colony (Conflated Profiles and Unsourced Profiles) or directly (Family Brick Wall):

Colony	Conflated Profiles	Family Brick Walls	Unsourced Profiles
Maryland	{{Conflated|US Southern Colonies|Maryland}}	[[Category:Province of Maryland, Family Brick Walls]]	{{Unsourced|US Southern Colonies|Maryland}}
Virginia	{{Conflated|US Southern Colonies|Virginia}}	[[Category:Virginia Colony, Family Brick Walls]]	{{Unsourced|US Southern Colonies|Virginia}}
Jamestown Colony	{{Conflated|US Southern Colonies|Jamestown Colony}}	[[Category:Jamestown Colony, Family Brick Walls]]	{{Unsourced|US Southern Colonies}} note no colony parameter
Province of Carolina	{{Conflated|US Southern Colonies|Province of Carolina}}	[[Category:Province of Carolina, Family Brick Walls]]	{{Unsourced|US Southern Colonies}} note no colony parameter
North Carolina	{{Conflated|US Southern Colonies|North Carolina}}	[[Category:Province of North Carolina, Family Brick Walls]]	{{Unsourced|US Southern Colonies|North Carolina}}
South Carolina	{{Conflated|US Southern Colonies|South Carolina}}	[[Category:Province of South Carolina, Family Brick Walls]]	{{Unsourced|US Southern Colonies|South Carolina}}
Georgia	{{Conflated|US Southern Colonies|Georgia}}	[[Category:Province of Georgia, Family Brick Walls]]	{{Unsourced|US Southern Colonies|Georgia}}

Notes: Insert below any other categories, and above the Biography header. Careful! It is Jamestown Colony and Province of Carolina here.

2. Document the "needs" in the Research Notes as described in the Documenting "Needs" in Research Notes section below.

To remove a Project profile from the category, do the following:

1. Resolve the "needs".
2. Update the "needs" issue(s) in the Research Notes section.
3. Remove the category (by reversing add step 1 above).

Documenting "Needs" in Research Notes

When you add maintenance categories to a profile, you need to also explain why in the Research Notes section. This facilitates collaboration, helping community members understand why you added the maintenance category, and defining the work that needs to be done to then remove the maintenance category.

Here is an example explanation for a profile added to less than four (4) maintenance categories:

== Research Notes ==

Needs Biography: Self-explanatory (no text in Biography section). ~~~~

Needs Relationship Review: Two profiles attached as wife ([[WikiTree-ID]] & [[WikiTree-ID]]) appear to represent the same woman. ~~~~

A profile needing to be added to more than three (3) maintenance categories is instead added to the Needs Extensive Work category, but each individual maintenance category is still documented. In this case, an example explanation might look like:

== Research Notes ==

Needs Extensive Work: The following maintenance categories apply:

• Needs Biography: Self-explanatory (no text in Biography section). ~~~~
• Needs Relationship Review: Two profiles attached as wife ([[WikiTree-ID]] & [[WikiTree-ID]]) appear to represent the same woman. ~~~~
• Needs Research: Research into the life events and family of this person is needed. ~~~~
• Needs Sources: Sources for birth/death/marriage dates and locations, and attached family profiles (particularly her parents) are needed. ~~~~

Notes: When you save your edits to the profile, the four tildes (~~~~) "sign" the entry with a link to your profile page and the date/time.

US Southern Colonies Project Maintenance Categories By Team

See US Southern Colonies Project Maintenance Categories By Team for the project teams that work each maintenance category.

Last reviewed 12 Nov 2023 by the Categories Team.