The Tree – Pedigree to Person Page

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Basic Training Module #2 The Tree – Pedigree to Person Page

1 The Tree – Pedigree to Person Page

The Tree is the area within FamilySearch where users can add and connect generations of their families through the Pedigree view or the Person Page.

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2 Overview Family Tree is the area within FamilySearch where users can access the records of family members, both ancestors and descendants, that have been entered into “The Tree”.

You will learn about pedigree views and how to use them to add and connect generations of family members in Family Tree.

You will also learn about the information available in a personal record called the Person Page.

From the Person Page, you can view your relationship to 15 generations of ancestors or descendants, search for records, reserve ordinances, add or delete relationships, and much more.

3 Objectives

After completing this lesson, you’ll be able to:

1. Display the four pedigree views in Family Tree and explain the advantages of each view. 2. Change the starting (root) person in Descendancy view without leaving the page. 3. Explain the features on the Summary Card. 4. Access your tree and show how to use the drop-down features. 5. Describe the information contained in the sections and boxes on the Person Page. 6. Demonstrate how to change the Preferred Portrait. 7. Add a person to the Watch List and explain its purpose. 8. Find, modify and print Family Group records and pedigree charts. 9. Explain Record Hints, Data Problems, and Research Suggestions and be able to dismiss them. 10. Standardise dates and places.

4 Landscape View in Family Tree After clicking on Family Tree from the Home Page: 1 4 1. You see one of four pedigree views 2. Use the plus or minus icons to enlarge or shrink the view. 2 3. Clicking on a v or > (arrow) will reveal more information, such as more generations, or more wives or children. 4. You can vary the information 3 displayed by checking or unchecking information and alert icons under Options. 3 The pedigree view last used on signing out of Family Tree will be the view displayed Landscape view on signing back in.

Using the Landscape view in Family Tree Family + Tree + Landscape 5 Portrait view in Family Tree

The Portrait view is similar to the Landscape view on the previous page, but is rotated 90° with descendants shown below and ancestors shown above. You do not see the ancestors of the starting person’s spouse.

This view is excellent for printing a portrait chart. You can see which family members are missing a portrait at a glance. Portrait view

Pedigree views in Family Tree Family + Tree + Pedigree + View Printing 4-generation pedigree charts, portrait pedigrees and fan charts … Family + Tree + Chart + Printing 6 Fan Chart View in Family Tree In Fan chart view you can simultaneously see: 1. Between five and seven generations from the 1 starting person in a variety of views. 2. Other wives and children at the bottom of the fan 3 will display if you click the white > (arrow) icon. 3. Clicking the Fan icon at the bottom of a person’s cell will open a new fan with that person in the Starting Position. Fan Chart view allows you to: • See missing family members at a glance. 2 • Print more generations at a time than any other Fan Chart view view. Select a person on the outer edge of the fan chart to put in the starting position, then switch to Descendancy view. It’s then easy to go down the lines of descendants to see your distant cousins.

Using the Fan Chart in Family Tree Family + Tree + Fan + Chart Printing 4-generation pedigree charts, portrait pedigrees and fan charts … Family + Tree + Chart + Printing 7 Descendancy View in Family Tree Descendancy view is unique because it displays ancestors as parents with their children showing vertically beneath them (descendants). You can use this view to:

• Expand the line forward in time instead of backward. • Locate possible gaps where children could be missing. • See ancestors that could be missing a spouse. • Trace collateral lines. • View more family members on one page than in any other view (if you do not show portraits) • View research hints and ordinances that can be reserved at a glance (lined up on to the right of a person’s name)

Use Expand to change the starting (root) person Descendancy view in Descendancy view without leaving the page.

Using the Descendancy view in Family Tree Family + Tree + Descendancy 8 Recents In Family Tree, when you click on 1. In the Go To box you can find a Recents you will see a list of the 1 person in your history list by last 50 people viewed. typing their name, or simply clicking on a name in the list below. If you type in an ID number, the system will find that person anywhere in the Tree and open their Person Page. When you click a name in the 2 2. To view a person in the main Recents history list, the system position of the Tree opens the Person Page for that click Recents, and then click individual. the tree icon to the right of a name. After adding an unconnected person, be sure to record their ID number in 3. Also available in Recents is the order to find them easily at a later date! facility to Add Unconnected 3 Person to Family Tree.

Using Recents in Family Tree Family + Tree + Recents 9 Find Feature The Family Tree menu contains the Find feature that allows patrons to search for family members that may already be in Family Tree. Click on FIND in the submenu, type some vital information into the search window, click , and view the search results for a match. Narrow your search by clicking an exact match box , by adding information to other fields, or by adding spouse or parents.

Don’t forget the option of clicking the right-hand tab to Find by ID.

Using the Find feature in Family Tree Family + Tree + Find + Feature 10 Lists – People You are Watching

When you select Lists from the Family Tree submenu, your Watch List is displayed. To place a watch on someone, go to their person page. Under the person's name in the top grey banner, click . A weekly email will then notify you if any changes to the vital information or sources connected with people you are watching. You can also view changes made in the last 30 days when you click on Changes to People I’m Watching. To see only changes made by others, click the box next to Hide Changes I’ve Made. Columns can be sorted, and you can search for names, ID numbers, places or other information The Watch List is a really using the Filter box. useful collaboration tool!

Using the Watch feature in the Family Tree Family + Tree + Watch + Feature 11 Summary Card – The Bridge from Pedigree to Person

From any of the pedigree views in Family Tree, you can click on a person’s name to see their Summary Card. This card is a quick view of information as well as a bridge to the more detailed Person Page.

• Click on the Watch to add the person to your Watch List. • When you click on Memories, you will be taken to the matching section on the full Person Page. • If you hover over the Temple ordinances icons, you will see the date and temple where ordinances were completed. You can tell what the status of any ordinance is by the colour of the icon.

Displays person in starting position on Tree.

Takes you to the Person Page.

Summary Card in Family Tree Family + Tree + Summary + Card 12 The Person Page #1 The Person Page in Family tree displays information and memories about a person. It also provides features to help you make the person's record more complete and accurate. When looking for information, begin at the top! Clicking on the Person link on a Summary card opens the Person Page in the Details view.

Here you will see • Preferred portrait of your ancestor (if one has been selected from their Memories) • Name • Birth date and Death date (if known and entered) • All-important ID number of that person’s record in Family Tree.

Takes you to pedigree view with that person in the starting position. Displays your relationship to an ancestor for up to 15 generations. Adding or replacing portrait photos in Family Tree Family + Tree + Portrait + Photo 13 The Person Page #2 Just below the summary information for your ancestor is a line of Quick Links (hyperlinks) as shown below:

These Quick Links provide access to: • Details (landing page) • Collaborate (Discussions + Notes) • Time Line (with map) • Memories (Photos, Docs, Stories + Audio) • Sources • Ordinances

Take time to explore the information contained in each of these areas. There have recently been major changes to the Person Page and the way it operates. Make sure you are fully conversant both with the new layout and all the information contained therein!

Displaying the Person Page in the Family Tree Family + Tree + Person + Page 14 The Person Page #3 Below the Quick Links the Person Page divides in two: The RIGHT column The LEFT column mostly contains links to contains editable tools and functions information about the which can help with person, including your research. relationships. • Research Help • Life Sketch • Search Records • Vital Information • Latest Changes • Other Information • Tools • Family Members • Print

A well-written Life Sketch can be most effective in reducing Try out the various print spurious record changes. options for yourself!

15 Adding and Editing Information – Left Column

Information in each section on the left column can be added or edited. 1 Clicking Open Details opens all the entries in that section (1). Entries can also be viewed and edited individually by clicking 2 on the blue entry (2). 3

Clicking on History will show 4 the item plus any changes made since it was entered (3).

Click on the Display Name of the contributor to message them, either directly through an email address, or through our message system. If sources were tagged to that information, they will also display here (4).

Reason statements in Family Tree Family + Tree + Reason + Statements Correcting a person’s vital information (name, sex events and facts) in FT Family + Tree + Correcting + Information Life Sketch, Other Information, Sources, Discussions, Notes and Stories 16 Family + Tree + Life + Sketch What is in a Name? The name in the Vital Information section should be the official version of a person’s name, typically the name given at birth. If a woman changed her name after marriage, use her maiden name rather than her married name.

If certain characters or words are in a name, the system will show “Needs More Information”. Also, names such Nicknames and alternate names can be as “Infant,” or “Miss” should not be used. entered into the Other Information section.

Entering names in Family Tree Family + Tree + Name Name format causing Needs More Information error Family + Tree + Name + Information + Error Complete name of an ancestor not known Family + Tree + Ancestor + Not + Known 17 Standardising Dates and Places

If a date or place is not in standard format, click on the blue entry link for that information (birth, death, marriage, etc.), then click Edit.

In the pop-out window, click on the yellow banner and choose a standard place. It will turn green to show that the system recognises that those two paces correspond to each other.

To change what is in the actual entry, enter a space at the end of the date or place. Then select a date or place from the list that appears in the drop-down menu below the bar. Enter the reason for the change and Save.

Approximate dates may be entered as About, Before, or After. See the articles below for tips on recording historical places whose names have changed over time..

Entering standardized dates and places in Family Tree Family + Tree + Standardised 18 Research Help Alerts – Right Column On the right side of the Person Page you will find boxes with information and tools to help you with your research.

The Research Help box Data Problems alert that there is a conflict includes: in information.

• Data Problems You will learn more about Record Hints in • Record Hints the Attaching Sources lesson. • Research Suggestions

Research Suggestion alerts are generated by opportunities for adding more information.

Click Show Details to review, dismiss, or restore alerts.

The Research Help Box on the Person page in Family Tree Family + Tree + Research + Help 19 Dismissing Data Problems and Research Suggestions Some Data Problems and Research Suggestions can be dismissed; some cannot be dismissed.

To dismiss a Data Problem or Research Suggestion from either the pedigree view or the Research Help box on a person page:

1. Click on the icon and hover over the text beneath the coloured banner. If the alert can be dismissed, an X will appear on the right. 2. Click on the X. The Hint is dismissed after you have provided your reason.

You can also use Show Details in the Research Help box to dismiss a Hint. If a hint cannot be dismissed, you will not see an X when you hover over it and you will not see the word Dismiss in the Show Details window. Dismiss hints from here as well Dismissing data problems in Family Tree Family + Tree + Data + Problems 20 More Helpful Features – Right Column

In the Print box are choices for generating PDF-format reports like Pedigrees and Family Group Sheets. They can be downloaded or printed directly from the browser. Prints Family Group Sheets Printing problems are usually specific to the computer equipment used. Local support is often required to resolve any issues.

In the Latest Changes box, click Show all. This opens a new page with the most recent changes listed at the top. It may help to spend time seeing if you can trace how each change that is made is recorded. Reason statements found here are especially useful.

When you open the details of blue items in the left column of the person page and click History, you can see changes made to that individual item

Using the Latest Changes feature in Family Tree Family + Tree + Changes + Feature Restoring changes made to a person or relationship in Family Tree Family + Tree + Changes + Restoring Printing family group records from Family Tree Family + Tree + Print + Group 21 Search Records and Tools – Right Column

How to use the Search Records box will be discussed in the Locating and Attaching Sources lesson.

• You will learn about Possible Duplicates in the Tools box in the Relationships – Connecting Families Correctly lesson. • Look in a knowledge article for clarification of the Report Abuse feature.

Delete Person is only available if you are the only one who has modified the person record. It is often more appropriate to detach a person or merge them.

Deleting a person’s record from Family Tree Family + Tree + Delete + Person 22 Apply What You Have Learned

Scenario 1

Maria just wants to work on her grandad’s family line and complains that the other family lines on the pedigree chart get in the way. She wants to know if there is a way she can just see her grandad’s family line.

Can you help her find a way to focus on her grandfather’s family line without the pedigree showing her grandmother’s family line?

How can her grandpa show at the top of the History List so it will be easy for her to open his Person Page quickly when she signs in to FamilySearch?

Solution provided on next slide – Have your answer ready before proceeding!

23 Apply What You Have Learned

Scenario 1

Can you help her find a way to focus on her grandfather’s family line without the pedigree showing her grandmother’s family line?

How can her grandpa show at the top of the History List so it will be easy for her to open his Person Page quickly when she signs in to FamilySearch?

Solution: Suggest she makes her grandfather the starting person by changing Preferences in Settings. Tree Tips on the pedigree page are useful here – particularly the one about how to start the tree with another person. 24 Apply What You Have Learned

Scenario 2

Oscar is complaining that people keep changing his family member’s information in Family Tree.

He wonders if there is a way he can tell when someone has changed the record for one of his ancestors without having to go in and check the record all the time.

What will you have him do?

Solution provided on next slide – Have your answer ready before proceeding!

25 Apply What You Have Learned

Scenario 2

Oscar is complaining that people keep changing his family member’s information in Family Tree.

He wonders if there is a way he can tell when someone has changed the record for one of his ancestors without having to go in and check the record all the time.

What will you have him do?

Solution: Suggest he goes to his ancestor’s Person page and click the Watch star to add him to the watch list. Encourage him to make contact and work together with the person making the changes through FamilySearch messaging. Always preferable to a confrontational approach! 26 Apply What You Have Learned

Scenario 3

Paula loved using Family Group Sheets and printing them out for her genealogy binder in new.familysearch.org.

Now she cannot find a Family Group Form of any kind in Family Tree. She wants to know if they are still available anywhere and how she can find and print them.

Can you show Paula where to find Family Group Records and how to print them?

Solution provided on next slide – Have your answer ready before proceeding!

27 Apply What You Have Learned

Scenario 3

Paula loved using Family Group Sheets and printing them out for her genealogy binder in new.familysearch.org.

Now she cannot find a Family Group Form of any kind in Family Tree. She wants to know if they are still available anywhere and how she can find and print them.

Can you show Paula where to find Family Group Records and how to print them?

Solution: Direct her to the Person page of the ancestor in question, then to the Print section in bottom right hand corner of the screen. Have her click on Family in the Print box. When the record opens she can then click the print icon to print the record. 28 Apply What You Have Learned

Scenario 4

Eric goes back and forth between family members’ records (Person pages) and is tired of having to go back to the tree pedigree view to find them again and open their Person pages.

He wants to know if there is a quicker, easier way to get back to the Person page of someone he has viewed before.

What will you show him as a way to quickly move between the Person pages of ancestors he has recently viewed?

Solution provided on next slide – Have your answer ready before proceeding!

29 Apply What You Have Learned

Scenario 4

Eric goes back and forth between family members’ records (Person pages) and is tired of having to go back to the tree pedigree view to find them again and open their Person pages.

He wants to know if there is a quicker, easier way to get back to the Person page of someone he has viewed before.

What will you show him as a way to quickly move between the Person pages of ancestors he has recently viewed?

Solution: Direct him to the Recents tab above his ancestors name at the top of the Person page. Show him that by clicking a name on this list he is taken directly to the person page of that ancestor.. 30 Apply What You Have Learned

Scenario 5

Ailsa does not like only being able to see 4 generations of her family at one time. She is upset that she cannot print more than 4 generations at once.

She wonders if there is any way to print more than 4 generations on a page.

Do you know which pedigree view will allow her to print more than 4 generations at one time?

Solution provided on next slide – Have your answer ready before proceeding!

31 Apply What You Have Learned

Scenario 5

Ailsa does not like only being able to see 4 generations of her family at one time. She is upset that she cannot print more than 4 generations at once.

She wonders if there is any way to print more than 4 generations on a page.

Do you know which pedigree view will allow her to print more than 4 generations at one time?

Solution: Show Ailsa how to use the fan chart view to print 7 generations at one time. You might also demonstrate the other views on the pedigree page and also how to search for “pedigree” and “chart” in the Help Centre so she can learn more about them for herself. 32 Apply What You Have Learned

Scenario 6

Tobias says he has looked at the red, blue, and purple research hints that are attached to his ancestor’s records.

Some of them do not apply and he wants to get rid of them so he does not have to keep looking at them.

What clarifying answers would you ask him to confirm what “looked at” meant?

Is there anything he should know about researching before dismissing a hint?

Solution provided on next slide – Have your answer ready before proceeding!

33 Apply What You Have Learned

Scenario 6

Tobias says he has looked at the red, blue, and purple research hints that are attached to his ancestor’s records.

Some of them do not apply and he wants to get rid of them so he does not have to keep looking at them.

What clarifying answers would you ask him to confirm what “looked at” meant?

Is there anything he should know about researching before dismissing a hint?

Solution: Probably the best approach here is to review with Tobias the contents of Slides 19+20 of this module. Additionally have him to find and read the article entitled “Dismissing data problems in Family Tree” in the Help Centre, then demonstrate how research hints can be dismissed. Finally, show Tobias how to prevent hints from displaying by unchecking the boxes next to them on the Options drop-down menu seen on the pedigree page. 34 Checklist Your should now be capable of the following:

 Finding the four pedigree views in Family Tree and explaining what advantage each view has.  Changing the starting (root) person in Descendancy view without leaving the page.  Understanding the features on the Summary Card.  Using the Tree and Person history lists.  Using the sections and boxes on the Person Page.  Using the Watch List.  Printing Family Group records and pedigree charts.  Viewing Record Hints, Data Problems, and Research Hints.  Dismissing Record Hints, Data Problems, and Research Hints.  Standardising a date or place.

35 Congratulations! You’ve now completed your second FamilySearch training module!

Any queries or suggestions regarding the module? Please email: [email protected]