Your Knowledge Base

What the Knowledge Base is

The Knowledge Base is where your confirmed records become browsable data. Every time you confirm a record, the people, places, dates, and events it contains flow into one connected view of your research.

It is organized into sub-tabs: People, Records, Places, Timeline, Conflicts, and Trash. Opening /knowledge-base/people lands you on People.

The data here comes from the records you process. To learn how records get in, see Uploading Records.

People

The People tab shows everyone in your tree. By default it is a grid of cards, and you can switch to a list view.

Find someone

• Search by name using the search box.
• Filter the list by birth place, a birth-year range, a death-year range, "connected only", and "has matches".
• Sort by name, recently added, birth year, number of records, or number of matches.

Card view and list view

Use the view switch to move between card view and list view. List view also lets you select several people at once and delete them in bulk.

Add a person by hand

Most people are created automatically when you confirm a record. When you want someone a record did not create, use the + button to add a person by hand. You can enter their name, gender, dates, and places.

The person profile page

Click any person to open their profile page. It pulls together everything KleioBase knows about them:

• A header with their name, lifespan, gender, and record count.
• The records linked to that person. Click a record to open it in the workspace.
• Their notes.
• Known Facts gathered from their records, such as occupation, religion, burial place, and cause of death.
• Family Connections: spouses, parents, children, siblings, and associates such as witnesses. Each connection is clickable, so you can move through the tree.
• Any potential duplicate matches for that person.
• A personal timeline of their dated events.

From the profile page you can link an existing person as a relative, edit a spouse relationship's status, and unlink connections that are wrong.

To merge a duplicate person into this one, see Finding & Merging Duplicates.

Families and "connected"

Relationships in your tree come from two places: the confirmed records themselves, and the links you add by hand on a profile page.

A profile is "connected" when it can be reached from your home person through family and marriage links. A "disconnected" profile is a real person who simply is not linked into your main tree yet. To connect them, open their profile and link them to a relative.

You set your home person in settings. See Getting Started for how to choose it and why it matters.

Records

The Records tab lists every record you have, as a grid or a list.

1. Search by file name or title.
2. Filter by record type and by status.
3. Click a record to open it in the workspace, where you see the image alongside the transcription and translation.

To rename or print a record, right-click its card.

Deleting a record here moves it to Trash. It does not delete the people that record created. You will see a note about which profiles would be left with no records, but those profiles stay in your tree.

Places

The Places tab is an interactive map of the places pulled from your records, such as birth, marriage, and death places.

• Click a pin to see the people and events tied to that place.
• Filter the map by record type to focus on one kind of event.

A place may not appear on the map if it could not be located. If you expected a place and do not see it, check that the place name on the underlying records is specific enough to be found.

Timeline

The Timeline tab is one chronological list of every dated event across your whole tree: births, deaths, marriages, and events drawn from records.

It shows the overall year span your research covers along with event counts, so you can see the shape of your tree at a glance. Undated items are listed at the end, so nothing is hidden just because it has no date yet.

Conflicts

The Conflicts tab runs automatic data-quality checks and flags things that cannot be right. Examples include:

• A death dated before a birth.
• A marriage dated before someone was born.
• A parent who is too young to have a child.
• Siblings born too close together.
• The same fact disagreeing between two records.

Each conflict comes with a short explanation and how to fix it. Usually the fix is to open the profile and correct a date, or to choose which parent is the biological one.

A conflict clears itself once you fix the underlying data, so you do not need to dismiss it manually. Work through the list and the flags disappear as your data gets cleaner.

Trash

Deleting a record or a profile is a soft delete. It goes to the Trash tab, not gone for good.

• Restore brings an item back. Restoring a profile also restores the records that were deleted with it.
• Delete forever is permanent and cannot be undone.

Because deleting a record never deletes the people it created, you can safely remove a record without losing the profiles it built. The Trash tab is your safety net for anything you remove from People or Records.

Where to go next

• New to KleioBase? Start with Getting Started.
• Need to add more data? See Uploading Records and the /upload workspace.
• Seeing the same person twice? See Finding & Merging Duplicates.
• Want answers across all of this data? Ask the Research Companion.