Guide

Set the scope of your review.

Choose the subject, period, and permitted sources. Start with a question to investigate, not an answer to confirm.

01

Write the boundary first

  • Object or area of interest
  • Relevant time window
  • Permitted evidence sources
  • Included relationships
  • Explicit exclusions and stopping conditions
02

Treat identity as a claim

Similar names do not establish that two records describe the same real-world object. Compare stable identifiers, address, source, and validity period before linking them.