By Kathryn Grant
When you start a new indexing batch, the project instructions immediately open on the screen. And there’s a good reason for this! These instructions just might be one of the most helpful resources for new indexers—and all other indexers, for that matter.
Project instructions tell you the key things you need to know before starting a project. They explain what types of records are included, what the documents look like, what information should be indexed, and things to watch for.
Zane Jacobson, supervisor of Indexing Operations at FamilySearch, explained: “Understanding the project instructions is crucial to indexing records correctly. Projects and documents are often unique and have special requirements. If you don’t read the instructions, you are likely to index records incorrectly. Our hope is to make the instructions clear, concise, and easy to understand.”
What are other indexers saying about the value of project instructions?
When I started indexing, the project instructions were very helpful in knowing how and what specific information should be entered. —Meg
I find anyone, especially new indexers, will make far fewer mistakes and find their questions answered if they read the project instructions and the field helps. It only takes a few minutes but helps so much. —Evelyn
Project instructions have sometimes corrected my perception of how to enter data. Since every project is different, we can’t assume the indexing will be the same, even if at first a project appears similar to a previous one. —Brenda
As indexers, we provide a great service to many families. We want our indexing to be accurate and complete. Each project has a set of instructions, and it is very important that we read and understand the instructions. The Lord blesses us for following directions. —Paul
I always tell people that they can contact me anytime with questions but that 90 percent of the time, the answer is either in the project instructions or the field help. When they do contact me, I usually say, “Let me look at the project instructions before I answer you.” —Kimberly
Using the Project Instructions Box
When you open a batch for the first time, the project instructions appear in a box with a purple header.
- To move the box, drag it by the purple header.
- To resize the box, drag the resize handle in the bottom right corner.
- If you close the project instructions, you can open them again by clicking the Project Instructions icon on the toolbar.
To learn more about using project instructions, see the following Help Center articles:
- Web indexing—Project instructions
- Web indexing—Printing the project instructions or field help screens
Project instructions will help you as a new indexer, but they will also help you as your skills improve. Use them as a valuable resource every time you index.
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