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claude-plugins/genealogy/skills/genealogy-methodology/templates/fan-plan.md
2026-03-26 07:21:34 -05:00

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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

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]