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Showing posts with label Attaching Sources From FS to FT. Show all posts
Showing posts with label Attaching Sources From FS to FT. Show all posts

Thursday, July 31, 2014

Attaching Documents In Family Tree More Efficiently!

The Following blog post on Family Search by Robert Kehrer, explains some of the new features in Family Search Family Tree. Specifically it tell us about the drop down menu in the pedigree views and how to use the attach feature that has been improved to allow us to attach a document to several people in Family Tree whose names appear on the that document.  I am in the Family Search Library in Salt Lake City today.  First order of business has been to review the Family Search blog for updates.  This one came on a while back but is an important one.

July 14, 2014 By
Java PrintingLots of new features have been added to Family Tree recently. Each one is helpful, but together they make family history easier than ever.
Tip: If you’re trying to involve others in the great adventure of getting to know their ancestors, teaching them to use Record Hints could be the way. Why not do it now?
Here’s an easy way to use the new Descendancy view, Record Hints, and Attach a Source features to simplify your efforts to connect with ancestors.

The Descendancy View Shows You Record Hints Icons
  1. Go to the Descendancy view.
  • On the pedigree, in the upper left corner, on the View button, click the down arrow.
  • Click Descendancy. By default, you appear as the person in the main position.
Hinting 5


2. Move an ancestor to the main position.
  • Above your name, click the Expand link. More generations of ancestors appear.
  • Click the Select button for the ancestor you want to put in the main position.
  • To choose an ancestor even more generations back, repeat the process (click the Expand link, and click the Select button for the ancestor).
3.  Display all the descendants of the ancestor.
  • Scroll down the page, clicking all of the arrows that point to the right (>).
Part 2-1

This displays the person’s spouse and children and their Record Hints icons.
Record Hints Shows You Records for Your Ancestors
  1. Scroll down the page again, and look for Record Hints icons.
  2. To see the Record Hints for a person, click the Record Hints icon.
  3. Review the records from the Record Hints list.
  • To review one record at a time, click your ancestor’s name above the record.
Hinting 6-B


  •  To see information for all the records, click Show All at the bottom of the list of records. The system shows you Family Tree information for the person and information from the indexed records. If the information matches your ancestor, click the Review button for the record. After you select a record to view, FamilySearch.org displays the Family Tree record on the right and the information from the indexed record on the left.
The New Attach a Source Feature Adds Sources, Information, and New People to Your Family Tree
  1. Compare the person’s Family Tree information with the information in the indexed record. If the indexed record has extra information that isn’t in Family Tree, you will see a +Add link after the information
Pic 1


2.  If the indexed record matches the person you are looking for, attach the record:
  • To add the new information to Family Tree, click + Add.
  • In Reason to Attach Source, add the reason you feel this is a record for the person in Family Tree.
  • To add the source to your source box, click Add Source to Source Box. The system adds a check mark and adds the source to your source box.
  • Click the Attach button. The system attaches the record to the person in the tree.
3.  If the indexed record does not match the person you were looking for, click the Not a Match button.
Once you attach the source to the original person you looked for, the Attach links for the other people in the indexed record are displayed.
  • An Attach link means the system found a possible match in Family Tree.
  • An Add link means the system didn’t find the person in Family Tree. (Click Add to add the person to Family Tree. See “Add a Person to Family Tree” below.)
  • A Detach link means the record is already added as a source to the person in Family Tree.
Pic 2



1.  To attach the source to the person in Family Tree, click the Attach link.
Pic 3


If the indexed record has extra information that isn’t in Family Tree, you will see a + Add link after the information. The reason statement you already created appears in the reason box.
2.  To add the new information to Family Tree, click + Add.
3.  If you want, change the reason statement.
4.  To add the source to your source box, make sure there is a check mark by Add Source to Source Box.
5.  Click the Attach button.
6.  If there are more Attach links, click each link to add the source to those people in Family Tree.
Using the Source Feature to Add a New Person to Family Tree
When you review the possible matches, you may find a person with a + Add link.
Pic 4


In this example, the death record listed James Trussell as the father of Reuben W. Trussell. James Trussell was not in Family Tree.
  1. To add a person to Family Tree, click the + Add icon. The system displays the information that will be added to Family Tree. You can add to or correct the information.
IMPORTANT: The system looks for possible duplicates before it lets you add a new person. If it finds a possible duplicate, it will present the duplicate for you to review before letting you create a new person.
  1. Click Living or Deceased.
IMPORTANT: The system won’t let you add the person to Family Tree until you click Living or Deceased. If the person was born more than 110 years ago, you can click Deceased. If the person was born less than 110 years ago, unless you have a record or personal knowledge that the person is deceased, you must click Living.
  1. Click Create New Person.
The person is added to your tree.
  1. Add the reason you are attaching the source to the deceased person in Family Tree, indicate whether you want to add the source to your source box, and click Attach.

Wednesday, October 2, 2013

Record Seek/Tree Connect Part 1 of 2

 Google Image

Tree Connect is yet another feature that makes your Family History work more accurate and more streamlined.  Until recently we have been manually creating a source for Family Tree in The Source Box when adding any document.  Then we were able to automate this process internally in Family Search with the Record Search feature that was added for sourcing records from the FS Record Collections on the Family Tree's Person Details screen.  Now we have Tree Connect for sources outside of the Family Search Record Collections.

Tree Connect connects documents that are from other sites like ancestry.com or findagrave.com for example.  These third party sites were a lot more work to source as you had to copy the url and create a source for them in your source box on FamilySearch.  (Your source box is found on home page on Family Search, in the drop down menu, under your username at familysearch.org) 

Tree Connect allows you to bypass that process now and have a standardized, perfect source and citation created for you!  The best part is it connects it right to your person in Family Tree.  This tool is easy to use and wonderful.  

If you do not have the Chrome Browser on your computer you should install it there and on all your devices for optimum use with Tree Connect.

More simply stated by this Google image!
 
How to install  Tree Connect:  Click on this link: http://recordseek.com/#primaryContent  Click on the 'Need Help?' at the bottom right of the screen and it shows you how to just drag it to your Bookmark Toolbar.  2 seconds and you will be connected to a site that will save you tons of time.

Multiple Browsers can be equipped with the Tree Connect button on the Bookmark Toolbar.


Here is how it looks on my Mac.  You windows subscribers will have to check out how it looks for you.

You can install it on any of the main browsers, Firefox, IE, Chrome, Safari.  But we have tried it on several and it works the fastest and best on Chrome.

I was working with a friend and we had trouble getting that Bookmark Toolbar on Chrome, which has to be visible before you can drag something on to it, right?   So when it was time for me to add the bookmarklet to the Chrome browser on my own computer I Googled: chrome~tree connect bookmarktlet~install.  I found this handy little help there!


 These instructions made perfect sense and I got the Tree Connect bookmarklet right on, no problem.
In the process we learned a lot about how the various browsers work with Tree Connect.

 Why Chrome is the Best!

 The Chrome browser seems to be the most stable giving consistent results with Tree Connect.

One of the things that makes the Google Chrome browser unique is that you can sign in when you use it.

Signing in is the key to its mobility!  It now functions in The Cloud.   You can now access your Chrome Bookmark toolbar from any devise after installing the mobile app for the Chrome Browser for that device if you don't already have it.  It also enables you to use it on any computer anywhere that has the Chrome Browser as an option.  

This makes it perfect for any family history library that is running Chrome as one of the browser choices.  The OFSL does have chrome as an option.  Once you select it and sign in, your entire Chrome Bookmark Toolbar with your Tree Connect button is mobile.  This is particularity useful for people on the go.  Tree Connect has a very short learning curve and once you have used it a few times it will be automatic, quick and easy.

Coming up next...How to use Tree Connect.

Monday, September 30, 2013

Tree Connect~The Bridge...Part 2

With the Tree Connect bookmarklet for your Chrome Bookmark Toolbar installed you can start using it and reaping the benefits of this latest tool to help you with your family history.  Tree Connect is the bridge between a site other than Family Search and your Family Tree found on familysearch.org.



How to Use Tree Connect 
To Add Documents to Your 
Family Search Family Tree

1.    Before you begin using Tree Connect make sure you are using the Chrome browser which works the best or the browser where you have installed the bookmarklet for Tree Connect.

2.    Go to familysearch.org.  Click on Family Tree.  Look at the pedigree view of your family.  Look for the ID # of the person for whom you would like to add a sourced record that you did not find in the Family Search record collection. Write the number down.  Now close family search.

3.    Go to ancestry.com or finadagrave.com or anyplace you are looking for a record. Go to a document you want to connect to your person in Family Search/Family Tree. (Note: Arkiv Digital does not work for Swedish Records with Tree Connect.  Wade explains this is because the site is basically an app.  Ancestry does have Swedish records in their international record collection, however, and Tree Connect works beautifully there.)

4.    For this exercise let's use ancestry.com.  Open a record for your person and then Highlight and Copy the digitized record.  Do not paste it anywhere yet.

5.    Now click on the Tree Connect bookmarklet that you have installed on the Bookmark Toolbar.  This reminds me of lowering the drawbridge between Ancestry and Family Search/Family Tree. 

6.    A screen will come up that looks like this:


7.    You should see notes in the notes box #3.  This is what you copied at the beginning of the process: the digitized version of the record.  If it shows here it will also show up in Family Tree after you attached your source to your person in the Tree.  If it is not there you can paste it later in the box provided for notes in Family Tree.  (I like to add my person's name after the Title for easier recognition in your main source box in Family Search) You can also do it later in the process #17 if you forget.

8.    Remember when you are done reviewing the record...Click on Save!

9.    A window will then open that will have you search for your person in Family Search Family Tree.  Rather than use the name search, search by ID number.  Add the ID# your wrote down in the last box on this form.


10.     Leave the rest of the boxes blank.    Click on the Search button.

11.   Next you will see....Is this your person?  If yes, click the person name (Hot Link) to open.

12.   Then click on attach.

13.   Add the reason you are attaching it in the box provided.  Example.  Record establishes birth and death places and dates.  Not because this is my grandmother.

14.    You are now in Family Tree and have left Tree Connect.

15.    Select "view in person (summary) card."

16.    Click on sources.    Open and view the details of your newly added source. 

17.    Click edit in that box under the title of the source.  Add the person's name after the source in the title box if you didn't do it earlier.  Example:  1930 US Census-Josephine Reese.

18.    From the edit link also scroll down and paste in your digitized copy of the record that you copied at the beginning if it is not already there.   You may also enter any other research notes you wish to keep or share.   In the notes box, up to 15,000 words can be added if you have extensive research notes you wish to share for clarification.

19.    When you have completed this go up under the title of the document again. Click on Tag.  A drop down menu will appear.  Click on the information contained in the source in the appropriate boxes.

20.    Save and Close Notes.

21.  Last thing...go up to the left hand corner of the page and click on Previous page.  Check your source and make sure it is the way you want. it.  Done!



Additional information:   If you have a public or private tree on Ancestry with a lot of records attached, you just hit the jackpot.  I'll walk you through that scenario.

Find your person on your Ancestry tree for whom you want to attach a record to Family Search/Family Tree.

Click on your person's profile and then on sources and see a list of all the documents you have attached to that person on your Ancestry family tree. 

Select and open one.  From here just follow the steps above starting with step #3...highlight and copy the digitized version.  Do each step in the process through #21.

This seems like a long process but once you have done it a few times it is very fast.  It will only take you about two minutes.

The nice thing about Tree Connect is it's the bridge for making the perfect source and citation for the record.  Then you can quickly add it to your person on the Family Tree by following the simple steps above.  Enjoy!  They've bridge the gap between tedious and fun!


 Some of you that subscribe to my Legacy blog have
asked that I also include a link back to the actual blog
for the sidebar features, questions or comments...

So here it is:






Sunday, August 11, 2013

Attaching Sources, Notes and Tags in FamilySearch /Family Tree


Life is Change~Growth is Optional

If I could impress upon you that this is perhaps the most important lesson we have had in our staff training to date would it grab your attention and make you want to have it in your toolbox when doing your own Family Tree entries and helping others? I hope so.  Because that is exactly what I am telling you.

First let's review what makes the familysearch.org Family Tree unique.  Once we get the Family Tree pruned by merging the duplicates that run rampant in it right now, there will only be ONE node for every individual that has ever or will ever live on the earth in the Family Tree.

What that means is that each individual will land up with only one PID number on the tree.  Not numerous numbers like we see in some cases now.  That means that all the person's information will be in one place.  You will not be able to work on a person with one PID while an unbeknownst person works tandomly with you on the same person with a different PID.  Until the duplicates have been merged into one, as is often the case currently, this does occur.  At such times the two people working simultaneously never cross paths.  When the merging has occurred they will.  "This is true to the point that once there is only one node for an ancestor you will be able to see another person's keystrokes on your screen." James Tanner

This will stop the incessant duplication of efforts, allow for collaboration between users and stop duplication of ordinance work.  That one node will be his or hers forever and exclusively, on FT where all the information for that person will reside.  Yes, that does include good, as well as, bad information for now.  It may also include some disagreements between users.  If this becomes an issue Family Tree has interventions in place that can freeze one or both of the accounts for a period of time with warnings.  But hopefully that will be rare.  So once we have everything together in one place, the sourced information will trump any wishful thinking information until the truth is sifted from the errors and can be seen by everyone at anytime.  

Granted, this will take awhile to accomplish.  In the meantime, you can set your page exactly as you want it and then click "Watch."  For now I like to keep a record of that PID number rather than search by name, especially in the cases of multiple PIDs right now.  That way whenever anyone else comes to visit with new information to include you will be notified by email.  You can delete relationships that are incorrect and you can add information that you have sources for.  In fact, you not only can but you are highly encouraged to do so.  Family Search/Family Tree is counting on us to clean up the tree once and for all.  This is a form of crowd sourcing not unlike indexing when you think about it!  It is a big group of people working together to accomplish a great work!

Our editing will delete relationship errors and remove them from the page until it is clean and exactly the way you know it is to be.  Make sure you have sourcing and a good reason why you are adding or removing relationships and that you include them in the editing boxes provided. 

 This would not be "Because this is my father!"  It would be something like, "This record verifies his birth year and place and his parents."

 One word of caution.  Do not delete a person unless you know that he or she is a fictitious person.  That is a lot different than removing a relationship. There have been some problems with this and Family Search reported at the Genealogy Conference that they are working on putting some restrains on that option so that it is not as easy to accomplish with the click of one button.


Think of editing this way.  Not all records for every person have been discovered yet by you or others.  What if someone added something to your ancestor that brought new light to their life and their story?  Would you not want to embrace it?  Of course you would if they had a legitimate source attached. 

Attaching sources is of utmost importance for accurate genealogy.  We also have to let go of the notion that a deceased person is "Our Ancestor" because they are an ancestor to many.  We don't own them, we share them.  That is what families actually are when you think about it!  Our relatives!

I know a lot of people feel resistant to sharing their "life's work" with the world.  That is an issue that one must ponder and eventually come to terms with on some level. My thought is my work has been a service and I don't want it to get lost after I am gone.  To me the sharing is part of my legacy to leave behind for people of the future.  I can preserve it by sharing it now.  You have to come to your own conclusions in this department.

So about ten days ago Family Tree added a very useful tool to the person page of the people in the tree.  Let me illustrate with my Dad's page.






Family Search has taken the mystery out of searching records on their site, to some degree, by giving us a hand up.  I know some of you are experts in searching for their records...I am not one of them.  Yet!  It makes sense that they know their search engine better than we do, right?  So they have taken our person and found some records for us to check and attach if they match!  Not all will match but some will.

When you click on search records this page above opens.  In column #2 in the screen shot you will see your person's name as a link to the left of the documents FS selected for you to examine.  Click on the name and the record will open.

In many cases the image of the original document is right there for you along with the digitized copy.  By clicking on the person's name it will open the document and let you peruse it.  When looking at the digitized copy of the record you will note in the upper right hand corner a little link that says copy.  Just click on it at that time.  You can then paste it into the notes later in the process.  

It will then ask you a few questions and then if it is your person you can attach it directly to the person page of your ancestor.  Hallelujah, was my first thought!   You can then see it in your tree under the heading "Sources" at the bottom of the screen and you can then add notes and tags to identify which tags apply to the information on that particular source.  Does it contain information of his birth, christening, marriage, death, or burial?  Click what applies.
 
In the notes section you can add things that are of particular interest in the record and then you should add the copied version of the digitized record.  This is in case a URL may not function properly or you go to a paid site that will not allow you to see the record without a subscription.

{Note on the left hand side of the person page above, they have even given you various filters to try different avenues right there.  Most of these first records are pertaining to birth and death and census records.  Other things can be searched for right here and attached as well.  They have thought of everything to make this as painless and profitable as possible.}


If you want to go to my father's page and check it out you can do so by following this path:

familysearch.org> Family Tree>Find>Select ID Number rather than default name for searching>enter KHB9-1YR   Open up the details of the sources to see how it is done.

Again you have to put your hands on it, to learn it which brings me to Linda's excellent work sheet below and her challenge at the end.  If you have never done another one, please do this one.

More members are starting to trickle in to the Library now and we need to know how to help them and how to make the magic of Family Tree come alive for them.  Sometimes we only get one shot at it.

And I cannot say enough for the video of Elder Moon's below.  He talks about the source box also but don't get too caught up in all of that right now.  First just learn how to do this from the person page.  Both he and Linda have works below that will clarify and add additional understanding to sourcing the records found in Family Search and adding those sources to Family Tree.  I'll do another post on the source box if there is interest after we try this out.  This is really fun, enjoy it!


Linda Bailey's lesson:  Thank you Linda!  Glad you are back!

http://tinyurl.com/mzf72og


Elder Leland Moon's video:

http://broadcast.lds.org/elearning/fhd/Community/en/FamilyTreeCurriculum/levelone/Lesson%205%20Sourcing/Attach%20Tag%20source%20FT%20single%20name.mp4

I am not sure if I have even mentioned the tiny url site before or not.  The long link above which seems so cumbersome can be made into one like the one below at http://tinyurl.com.  Below is the same video in a tiny URL than the one above.
 

http://tinyurl.com/lvbjve9 

His videos are amazing!  To find all the Moon Videos go to familysearch.org and search for Family Tree Curriculum in the Get Help that can be accessed from the home page on the tool bar near the top right side of the page. You can also find it directly on the right side bar of this blog near the top.  It will remain there indefinitely for easy access.

Until next time...Happy Sourcing! 

Bonnie