Initial genealogy skill

genealogy/skills/genealogy-methodology/templates/fan-plan.md

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+# FAN Research Plan Template
+
+Use this template when creating a new FAN research workflow in the Librarian notebook.
+
+---
+
+## [Goal Statement]
+
+**Research Question:** [Specific, measurable question — e.g., "Determine the parents of Leto Paulus Atreides using Arrakeen Province records 10150-10175"]
+
+**Subject:** [Primary person being researched]
+
+**Time Period:** [Date range for research]
+
+**Location:** [County, state, or broader area]
+
+**Finish Line:** [What constitutes completion — e.g., "Question answered with GPS-level evidence" or "All identified record sets searched and question documented as open"]
+
+## Target List
+
+| Name | Relationship to Subject | How Identified | Notes |
+|------|------------------------|----------------|-------|
+| [Subject] | Self | — | |
+| [Name] | [wife/son/neighbor/etc.] | [Source where identified] | |
+
+*Update this list as research progresses. New names from documents go here with source of identification.*
+
+## Strategy
+
+### Record Sets to Search
+
+| Priority | Record Set | Repository | Date Range | Status |
+|----------|-----------|------------|------------|--------|
+| 1 | [e.g., Personal property tax lists] | [e.g., FamilySearch Film 2024561] | [1780-1800] | [Not started / In progress / Complete] |
+| 2 | | | | |
+| 3 | | | | |
+
+### Known Access Restrictions
+- [e.g., FamilySearch images restricted — need affiliate library or in-person access]
+
+### Search Order Rationale
+[Brief note on why this order — chronological? Expected yield? Availability?]
+
+## Execution Log
+
+### [Date] — [Record Set / Action]
+
+**Searched:** [Collection, pages/images, date range covered]
+
+**Found:**
+- [Finding with citation]
+
+**Not Found:**
+- [Expected record/person not present — negative evidence]
+
+**New Targets Added:**
+- [Name — reason for addition]
+
+**Coverage Note:** [Record what was covered so future sessions don't re-search]
+
+---
+
+*Copy the "Execution Log" section for each research step.*
+
+## Status
+
+**Current Status:** [Active / Paused / Complete / Dead End]
+
+**Last Updated:** [Date]
+
+**GPS Assessment:** [If question answered — which GPS elements are satisfied?]
+
+**Council Review:** [If escalated — date and outcome]

genealogy/skills/genealogy-methodology/templates/journal-entry.md

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+# Research Journal Entry Template
+
+Append this structure to the Research Journal note in Librarian. Each day gets a `## YYYY-MM-DD` heading. Each session within a day gets a `### HH:MM` subheading.
+
+---
+
+```
+## YYYY-MM-DD
+
+### HH:MM — [Short Descriptive Title]
+
+**Goal:** [What you set out to do this session]
+
+**Searched:**
+- [Collection/source] — [pages/range covered] — [found X / nothing relevant]
+- [Collection/source] — [pages/range covered] — [result]
+
+**Found:**
+- [Key finding] — [[Source Note Title]]
+- [Key finding] — [[Source Note Title]]
+
+**Not Found (Negative Evidence):**
+- [Expected to find X in Y but did not] — [[Source Note Title]]
+
+**New Leads:**
+- [Lead discovered that warrants follow-up]
+
+**Target List Updates:**
+- Added [Name] — [reason, source where identified]
+- Added [Name] — [reason]
+
+**Notes:**
+[Unstructured space. Hunches, observations, patterns noticed, things that don't fit
+elsewhere but shouldn't be lost. "I noticed that..." and "I wonder if..." belong here.
+Theory and supposition live here, not on source or person notes.]
+
+**Open Questions:**
+- [question] [Specific unanswered question from this session]
+
+**Tasks:**
+- [todo] [Specific next action from this session]
+
+**Session Close:**
+- Unfinished: [What was in progress when session ended]
+- Next: [What the next session should start with]
+- Blocking: [Access issues, missing records, need user input, or "None"]
+```
+
+---
+
+## Conventions
+
+- **[question]** and **[todo]** tags are searchable across the notebook. Use them consistently.
+- **Notes** section is deliberately unstructured. Don't skip it. Hunches recorded here have led to breakthroughs in this project.
+- **Session Close** is mandatory. It's the handoff to the next session, which may be a different Claude instance with no memory of this one.
+- **Negative evidence** is research data. "Searched and didn't find" is as important as "searched and found." Always record it.
+- Append entries within a day using `### HH:MM` subsections. New day = new `## YYYY-MM-DD`.

genealogy/skills/genealogy-methodology/templates/location.md

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+# Location Note Template
+
+Use this template when creating a new location note in the Librarian notebook. Location notes document jurisdiction history and available records for a research area.
+
+---
+
+## Jurisdiction
+
+- **Current Name:** [Current county/city/state name]
+- **Formed:** [Date formed and parent county/jurisdiction]
+- **Parent Jurisdiction:** [What it was carved from]
+- **Child Jurisdictions:** [Counties later formed from this one, with dates]
+
+## Jurisdiction Timeline
+
+| Period | Jurisdiction | Notes |
+|--------|-------------|-------|
+| [e.g., Before 10150] | [e.g., Carthag Province, Arrakis] | [e.g., Arrakeen carved from Carthag 10150] |
+| [10150-present] | [Arrakeen Province, Arrakis] | |
+
+*This matters because records before the formation date are in the parent county.*
+
+## Available Records
+
+### Vital Records
+- [What exists, date range, where held]
+
+### Census
+- [Federal census years available, state census if applicable]
+
+### Tax Records
+- [Personal property, land tax — date ranges, repositories, film numbers]
+
+### Land Records
+- [Deed books, grants — date ranges, repositories]
+
+### Probate Records
+- [Will books, estate files — date ranges, repositories]
+
+### Court Records
+- [Order books, minute books — date ranges, repositories]
+
+### Church Records
+- [Known congregations, record types, repositories]
+
+### Military Records
+- [Militia, pension, service records relevant to this area]
+
+## Repositories
+
+| Repository | Record Types | Access | Notes |
+|-----------|-------------|--------|-------|
+| [e.g., FamilySearch] | [e.g., PPT, deed books] | [e.g., Free / Restricted / In-person only] | [e.g., Film 2024561-2024562] |
+| [e.g., Archives of Caladan] | | | |
+| [e.g., County courthouse] | | | |
+
+## Research Notes
+
+[Observations about this location relevant to research — e.g., courthouse fires, known record gaps, local naming conventions, migration patterns in/out of this area.]
+
+## Open Questions
+
+- [question] [e.g., "Does the Arrakeen deed book for 10153 survive, or was it destroyed?"]
+
+## Tasks
+
+- [todo] [e.g., "Check Archives of Caladan catalog for surviving records"]

genealogy/skills/genealogy-methodology/templates/person.md

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+# Person Note Template
+
+Use this template when creating a new person note in the Librarian notebook. Person notes are the primary location for claims, analysis, and evidence evaluation.
+
+---
+
+## Identity
+
+- **Name:** [Full name as most commonly recorded]
+- **Name Variants:** [Alternate spellings found in records]
+- **Born:** [Date and place — tag as [fact] or [claim]]
+- **Died:** [Date and place — tag as [fact] or [claim]]
+- **Buried:** [Location — tag as [fact] or [claim]]
+
+## Relations
+
+- **Father:** [[link-to-person-note]] — [fact/claim]
+- **Mother:** [[link-to-person-note]] — [fact/claim]
+- **Spouse(s):** [[link-to-person-note]] — married [date/place] — [fact/claim]
+- **Children:** [[link-to-person-note]], [[link-to-person-note]]
+
+## Claims
+
+[Each claim is a statement with an inline citation and a tag. Claims are candidates for promotion to fact via GPS review.]
+
+- [claim] [Statement about this person] — [[Source Note Title]]
+- [fact] [Verified statement with GPS-level evidence] — [[Source Note Title]] — promoted [date]
+- [claim] [Another unverified statement] — [[Source Note Title]]
+
+## Open Questions
+
+- [question] [Specific unanswered question about this person]
+- [question] [Another question]
+
+## Tasks
+
+- [todo] [Specific research action related to this person]
+
+## Evidence
+
+[Analysis of sources relating to this person. This is where conflicts are examined, sources are weighed, and reasoning is documented.]
+
+### [Topic — e.g., "Parentage" or "Birth Year"]
+
+[Discussion of evidence for and against. Cite sources inline. If GPS review has been done, include the proof statement here.]
+
+## Notes
+
+[Unstructured observations, theories, naming pattern analysis, community connections. Anything that might matter but isn't a formal claim or question. Tag speculation clearly.]
+
+- [insight] [Observation with optional source] — [[Source Note Title]]

genealogy/skills/genealogy-methodology/templates/source.md

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+# Source Note Template
+
+Use this template when creating a new source note in the Librarian notebook. Source notes contain ONLY source material — no analysis, no theory, no commentary.
+
+---
+
+## Citation
+
+**Full Citation:** [Evidence Explained format — specific-to-general: item, source, repository]
+
+**Access Method:** [Original / Digital image of original / Microfilm / Database transcription / Published abstract]
+
+**Repository:** [Where the source is held — archive, website, courthouse]
+
+**URL:** [If online — include access date]
+
+**Collection ID:** [FamilySearch film number, Ancestry collection ID, book/volume, etc.]
+
+## Persons
+
+| Name | Role/Relationship | Details |
+|------|------------------|---------|
+| [Name as written] | [Testator/witness/grantee/head of household/etc.] | [Age, occupation, mark vs. signature, other details from document] |
+
+## Transcription
+
+[Full or partial transcription of the document. Preserve original spelling, punctuation, and line breaks where practical. Use [sic] sparingly — only where ambiguity exists. Use [illegible] or [torn] for unreadable portions.]
+
+## Discrepancies
+
+[Note ONLY factual discrepancies within the document itself — e.g., name spelled two different ways, date inconsistency between heading and body. Do NOT include analysis of how this document relates to other sources.]
+
+## Coverage
+
+**Date Range Covered:** [For collections — what range was examined in this pass]
+
+**Pages/Images Examined:** [e.g., Images 12-48, Pages 100-150]
+
+**Previous Coverage:** [Link to prior examination if this collection was searched before]
+
+---
+
+**This note has no Open Questions or Tasks sections.** Questions and tasks arising from this source belong on the relevant person notes, not here.
+
+**No tags on source notes.** Do not use `[fact]`, `[claim]`, `[question]`, `[todo]`, or `[insight]` tags. Source notes contain only source material. Analysis, insights, questions, and theories belong on person notes (with citations back to this source). Both come back in searches, so nothing is lost.