FamilySearch Insider Tips and Tricks - Presentation
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Transcript of FamilySearch Insider Tips and Tricks - Presentation
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© 2013 by Intellectual Reserve, Inc. All rights reserved.
FamilySearch Insider Tips
and Tricks
BYU Conference on
Family History and Genealogy
July 29, 2014
Ben Baker
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My Background
• 4½ years as Software Engineer at FamilySearch
• Currently work on Family Tree, but tries to use all of our
products
• Not an expert at everything, but feel an engineer’s
perspective can help others
• Way too much to present everything in an hour, so want
to know what items are of most interest
• Review syllabus and presentation later for items not
covered
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Essential TipsEveryone Should Understand These
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Purpose of FamilySearch
The purpose of the Family History
Department is to help Church
members fulfill their divinely
appointed responsibility to discover
their families and submit their names
for temple ordinances
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Key Indicator Reports
Ask your• Family history consultant(s)• High priest group leader• Bishop• Stake presidentabout this report for your stake/ward.
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Share Your Knowledge
As shown from the purpose statement and key
indicator report, increasing participation among
all members is paramount.
Share what you know with:• Your family, from immediate family to distant cousins
• Your friends, from ward members to those not of our faith
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Why Youth Are Needed
Elder Neal L. Anderson challenged the youth at RootsTech 2014 “to set a personal goal to help prepare as many names for the temple as
baptisms you perform in the temple.” https://www.lds.org/topics/family-history/temple-challenge
Why?
Because temples shouldn’t have to provide names
when your own family needs your help and
Experiencing “both halves” of the blessing builds faith
NO MORE TEMPLE WELFARE!
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Critical Paradigm To Understand – Part 1
Where you can help the most
1. Find your relatives in indexed records and link them to persons in Family Tree
2. Upload photos, stories and documents of your relatives and link them to persons in Family Tree
3. Help index historical records
4. Clean up data in Family Tree
5. Reserve temple ordinances for your family
Family Tree
Digitized Images
Indexed Records
Historical Records (Microfilm and
original documents)
Living Memory
Photos, Stories, Documents, Audio
Completed LDS Temple
Ordinances
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Critical Paradigm To Understand – Part 2
The best way
to find people who need LDS temple work is
to find people who are NOT in the tree yet
The best way
to find people not in the tree yet is
to find them in a historical record with
someone who is already in the tree
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Embrace Change
Embrace change, don’t be afraid of it
Click on new things to see what they do
I don’t think you can mess up anything in a single
click, but be sure to read warnings.
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Keep up to Date
Read the FamilySearch blog at https://familysearch.org/blog/en/ for updates on new features and other happenings.
Subscribe to the blog via RSS
Google “how to subscribe to an rss feed” for helps – I use Outlook and feedly
Use the categories and search for information you’re most interested in
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Family Tree Specific Tips and Tricks
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Family Tree is “Our Tree”
• Freely available to anyone worldwide
• Reduces duplication of effort
• Increases collaboration to arrive at the best information
• Information added outlives contributors
• Link person profiles to additional information
• More on this topic in tomorrows presentation “Finding ‘My Tree’ Within FamilySearch Family Tree’s ‘Our Tree’”
We can all go further faster by working together
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Record Hints are Awesome!
• Searches indexed records for you
• Will find records based on all information, including maiden and married names
• Often overcomes errors in records
• Only presents high confidence matches
• 4x increase in sources attached since rollout
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Congratulations!
You have just found someone in a record that is not in the tree
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Record Hints in the Descendancy View
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Search Records Link
Starting point
Search section for how to refine
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Starting Point for Further Refined Searches
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Example Search Refinement
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Use Other “Tree” Views
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Descendancy View
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Fan Chart View
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Portrait Pedigree View
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Use Underused and Powerful
Features of the Watch List
• Navigation to distant relatives
• Filtering by various criteria
• Sorting by various criteria
• View latest changes over the past 30 days
• Filter and sort latest changes
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Navigation
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Filtering on Names
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Filtering on Places
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Filtering on Dates
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Filtering on Deleted Persons
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Sorting – Part 1
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Sorting – Part 2
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Changes to People I’m Watching
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Changes to a Specific Person
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Changes by a Specific User
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Changes of a Specific Type
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Printed Charts from a Person Page
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Printing Charts from a Tree View
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Fillable Pedigree Charts and
Family Group Sheets
• Same as official LDS paper forms
• Can save and modify later
• Easy to share with others
Insider Techie Tips
• If you are LDS and want to print without LDS temple ordinances, change show_ords to false in the URL
Ex. https://familysearch.org/tree-data/pedigree/K2V7-PV5/spouse/K2V7-P92/pdf?show_ords=false&locale=en
• If you’d like to print without Family Tree person IDs, add &showPIDs=false to the URL
Ex. https://familysearch.org/tree-data/pedigree/K2V7-PV5/spouse/K2V7-P92/pdf?show_ords=false&locale=en&showPIDs=false
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Difference Between Family and
Family With Sources Options
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7-Generation Fan Chart
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Portrait
Pedigree
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Printing Pages Without Defined Forms
3 Ways to Initiate Browser Print
• Right Click and Select Print…
• Select Print from main or File menu
• Ctrl + P
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Synchronize With a Desktop Manager
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GEDCOM Upload is Not Evil
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Process to Submit Tree
1. Upload GEDCOM to FamilySearch
2. Compare each person with those in Family Tree
3. Add persons not already in Family Tree
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Editing Relationships
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Visualize Relationships
Parent Child Relationship
Father Mother
Child
Mother
Child
WifeHusband
Parent Child Relationshipwith Single Parent
Couple Relationship
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F M
C
F M
C
F M
C
F M
C
F M
C
F M
C
F M
C
F M
C
F M
C
Tips
• Visualize or even draw out the relationships when trying to decide how to fix something
• Pay attention to person IDs
• Remember how to edit and delete relationships
M
C
WH WH
WH
…
…
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Managing Your Settings
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Make Your E-mail Public
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Use the History List Dropdowns
• Use Tree and Person Lists to Jump to Tree View or Person Page View
• Use the Go To: textbox to jump directly to a person ID
• Click on your own name to go back to you
• Click on your starting person ID to jump to that person
• Click on a person in the list to jump to that person
• Select Add Unconnected Person to add a new person to the tree that isn’t connected to anyone else with relationships.
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Viewing Changes of a Particular Type
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Sort Sources With Arrows or
Drag and Drop
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Memories
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Search
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Temple
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Sort By Vitals
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Sort By Ordinance Type
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Sort Into Family Groups
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Sort By Date Reserved/Modified
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Sort By Two Columns
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Filter By Name
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Print Your Reservation List
3 Ways to Initiate
• Right Click and Select Print…
• Select Print from main or File menu
• Ctrl + P
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Share or Unreserve Work You Can’t Do
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Indexing
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Develop Your Skills
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Provide Feedback
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Family History Resources on
Lds.org and Mormon.org
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Other Useful Tips
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Attendee Suggested Tips