Family Tree Maker 2012 June 5, 2014

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1 Family Tree Maker 2012 June 5, 2014 This presentation deals with how Family Tree Maker and Ancestry.com work together. I use the FTM program on the computer as my BASE station, where I input most of my data by hand or merge it, and I also do my research from Ancestry.com on FTM. However on occasion I also use Ancestry.com by itself (on the ipad) to do some research. Research, using Ancestry.com HINTS can be done using either FTM/Ancestry.com on the computer or Ancestry.com on the ipad. I just find it easier to use the computer for most research, including the HINTS provided by Ancestry.com. When I am away from home and have time to kill, I will use Ancestry.com on the ipad to locate relevant hints and then add them to my Ancestry.com family tree. Then once I get back home I will sync up the FTM on the computer with Ancestry.com so that the data from Ancestry.com, including census info, etc, will be download to the FTM, and any additional info I have added from FTM will be uploaded to Ancestery.com, so that both files have the same info. For purposes of this particular discussion, I am assuming that you already have FTM loaded on your computer and have created a family tree file. For purposes of demonstration I have loaded onto FTM the file called FTM Study Group desktop. I have already taken the FTM Study Group desktop file and then loaded it from FTM into the Ancestry.com and named the file in the cloud (on Ancestry.com), FTM Study Group desktop Ancestry 1. So there are two files: one on the desktop and one in Ancestry.com. Both have the same information because they are synced together. 1

2 SYNCING AND USING ANCESTRY FROM THE DESKTOP COMPUTER I start out by going to my PLAN, going into TREES, and selecting the family tree I wish to work on. In this case it is FTM Study Group desktop. In PLAN, it will advise you if you need to sync your FTM Study Group desktop file with your FTM Study Group desktop Ancestry file 1. If the sync arrows show a down arrow, then there is material that has been added in the Ancestry file that needs to be downloaded and synced with the desktop file. If there is an up arrow, then there is material on the desktop file that needs to be added to the Ancestry file. If both arrows show, then each file has material to add to the other file. 2

3 If your files are in sync then the Sync button in PLAN says the files are in sync. If they are not in sync then the Sync button says SYNC Needed. To the right of the SYNC NOW BUTTON is a down arrow menu. Before you Sync for the first time you should click on the down arrow and review the various choices given. As follows: Sync Options Manage Online Tree Privacy Manage Online Tree Invitees View Linked Online tree About Synchronizing Logout SYNC OPTIONS AUTOMATICALLY - When set to synchronize automatically, Family Tree Maker will check for changes and synchronize automatically when-- 1. You open Family Tree Maker 2. You close Family Tree Maker 3. You click the 'Sync Now' button MANUALLY - Trees only synchronize when you manually choose to synchronize manually, choose 'Sync Now' from the FTM sharing panel (Plan workspace) THIS IS MY PREFERRED SETTING. 3

4 UNLINK TREES - Choosing to unlink these trees will sever the link between FTM Study Group desktop and FTM Study Group Ancestry 1. Once unlinked, changes in either tree cannot be synchronized to the other and these trees can not be linked together again. However, once unlinked, you can either upload the tree from Family Tree Maker to a new linked tree on Ancestry or download the tree from Ancestry to a new linked tree in Family Tree Maker. Also shown under Sync Options are two other items: Show Change Log before finalizing sync By selecting this option you will see all of the changes that are about to be made to your files. Download citation media from ancestry By selecting this option, when you have selected source media (such as census images) in Ancestry (assuming you have an account with them) then those images will be downloaded to your desktop file. If you don t select this option, then the source will be identified but the image will not be transmitted. So make sure to select this option. 4

5 ONLINE TREE PRIVACY This is the most important function that you should remember. This function determines who can see all of your information. Do you want the whole world to see your data. PUBLIC TREE - This setting allows other users to view all content in your tree except information about living individuals and private notes. If you change your mind, you can make your tree private at any time. Public trees benefit you and the community Through public trees you may find others who are researching your family and even collaborate with them. You can help other members of Ancestry.com sites discover information about their relatives, and they can get in touch with you using our anonymous member to member service. All personal information is protected Information about living people is automatically hidden and will NOT be included in searches. Only you can edit your tree unless you specifically invite others to work with you. PRIVATE TREE - This setting allows you to keep your tree "private" so that other users cannot view the contents of your tree. What does "private" mean? Limited information about deceased individuals in your tree (name, birth year, and birthplace) will still appear in Ancestry search results. However, no one can view your actual tree without your permission. If another member wants to view your tree, they can contact you anonymously through our Connection Service to request more information. Keep in mind that these individuals may also have helpful information to share with you. You can also select to prevent your tree from being found in Ancestry searches. 5

6 Note: Although your privacy setting will change immediately to public or private, it usually takes about a month for this update to be reflected in the search index. (which means you should have set this as private from the very beginning when you first set up your ancestry file in order to avoid this delay) MANAGE ONLINE TREE INVITEES I have had trouble using this function when I am in my desktop FTM. It does not seem to work, however when I go to my online FTM study group desktop ancestry 1, I can invite friends to join my particular family tree. Below is an example given by FTM on how to do this: You can share your tree with friends and family by sending them an invitation, which provides a link to your Ancestry Member Tree. These invitations can be sent using their address, Ancestry username or by sending invites to people in your contact list. In order for your friends or family members to view your tree, they must already have an Ancestry account, whether it be a paid membership or a registered guest account. If they do not have an account, they can sign up for a free registered guest account. The invitation you create and send will provide a link to the sign up page. All that's required is their first name, last name, and an address. This article discusses the following: Sending invitations using an or Ancestry Username To invite your friends and family to your Personal Member Tree: 1. Once you have the tree open, hover your cursor over the Family Trees tab in the navigation bar and select the tree you want would like to share. 6

7 2. Hover your cursor over Tree pages and select Share your tree from the menu that drops down. 3. The options available for sharing will appear, providing multiple ways in which you can share your family tree. 4. Select either or, if you already know their username, the Username button. 5. Enter the or username of the person that you would like to send the invitation to. Note: If you have multiple trees, then you can invite the same members you also invited to other trees. 6. Click the drop down arrow under Role and assign the invitee one of the following levels off access: 7

8 Guest: Allows viewing rights and adding comments. Contributor: Allows viewing rights, and can add comments, photos and stories. They cannot remove or edit existing tree content. Editor: Allows viewing rights, and can add comments, photos and stories. Also can edit your tree such as removing and editing existing content. 7. To invite more than one member at a time, click the Add another button. 8. When you are ready to send, click the orange Send Invites button. Note: Each individual will receive an with instructions to access the Tree. If they already have an Ancestry account and are logged in, the link in the invitation will take them directly to your tree. If they do not have an account, the link will take them directly to the sign up page, where they can quickly obtain a free registered guest account. To view your tree they are required to have an Ancestry account so that a link to your tree can be placed into their account. Creating a username on Ancestry is free and they will not need to purchase a subscription. 9. Once they accept your invitation, your tree will appear in the Family Trees section of their account as well as under the Trees Shared with Me tab under the Family Trees section. 8

9 Here is a privileges list that sets out the rights of a guest, contributor and editor. View Linked Online tree allows you to go to your Ancestry file in the cloud. About Synchronizing advises as to what items are sync and what items are not synced. See above for more detail Logout- allows you to log out of Ancestry.com USING ANCESTRY.COM FROM YOUR MAIN COMPUTER First let s start with using Ancestry from our main computer. I always recommend that you in-put as much information into your FTM program as you can before you ever open up Ancestry.com. Two main reasons for this: 1. That way, when you upload Ancestry.com you will have quite a few hints from Ancestry that will more likely fit your present information. The better your info, usually the more relevant the hints. 2. Also, if you have the right to a trial period on Ancestry.com, you would want to wait until you have as much info in-putted into FTM before you run Ancestry.com. That way if you have a 30 day or 90 day free trial, you can download as much stuff (usually census records) as possible and then cancel the Ancestry.com subscription before it costs you money. Don t activate your free trial period until you are ready to research in Ancestry.com 9

10 One of the things always asked is what happens if you download stuff from Ancestry, and then your subscription expires. Do you still get to keep the stuff you downloaded? If you have elected to download citation media as mentioned above in red, then your media will be downloaded to your FTM program. (we will talk about whether that media should be linked or copied to a particular person at a later point in this series although I think it should always be copied, not linked). First you make sure that you are in the right Family Tree File. Look at the header that says FTM Study Group desktop Tree on the left side of the screen in PLAN. Then you see if the SYNC is needed. If so then press SYNC NOW and proceed accordingly. This will sync your files and also sync up the latest hints, if available. Next you look at your Ancestry Web dashboard to see what has been happening on the web while you slept. It will show your user name, when your ancestry subscription or trial subscription will expire, the various family trees that are capable of being connected to the FTM program. It will also show any messages you may have received from any invitees you may correspond with on a particular tree and also show any messages received from the ancestry community in general regarding your tree. Since I have not invited anyone (but myself) to see my trees and since I show the trees as private and not subject to search by Ancestry.com, I normally don t have anyone who sends me messages via Ancestry.com. 10

11 After doing all of this YOU ARE READY TO RUMMMBBBLLEE!! And get out onto the internet using Ancerstry.com. We are going to be looking for hints, which may or may not be relevant to your family member. So you first go to the index area in PEOPLE tab and type in Allison, Sarah and that will bring up her name in the index, in the Pedigree chart, in the Family Group Sheet and it brings up her detailed data sheet. 11

12 Next you go to the PEOPLE tab in FTM program and review the pedigree section of the screen. In this case we are looking for hints about Sarah Allison and her husband Simon Rundel. So click on the name where the little tree leaf is located. Before you click on the little green leaf, just place your cursor over the leaf, and it will show you how many sources are available and how many family trees are available. I generally do not use the family tree information unless I am desperate since it can be notoriously incorrect. But sometime desperate times call for desperate measures. In this particular case there are 11 hints. One of which is a source record and the remainder are family trees on Ancestry that may be of interest. 12

13 Once you have clicked on the leaf for Sarah Allison, you are whisked away into the Web Search section of FTM program which is connected to Ancestry.com, which then shows you the following information: You can scroll down the list in this particular case to see that there is a total of 11 items one 1850 census for Lawrence County ten various family trees containing info on Sarah Allison Below that area is a split screen. On the left I shows the data that is from your FTM file. On the right is the data that is from Ancestry.com for a particular item. In this case we want to look at the 1850 census to see what it might tell us. So we click on the 1850 Census link and the data on the right screen shows us the name, residence and birth of Sarah Allison. When compared, they seem to be similar so we continue on to look at the census document itself. We can click on the view image to see the actual document about Sarah Allison. 13

14 By clicking on the VIEW IMAGE you bring up the image of the document. By clicking just below the image, on the Index, you can bring up a printed version of the census document By clicking on 1850 US Census link it brings up a comparison screen of what is in the document and what is in your FTM. The comparison in this case shows that two items check marked will be added to FTM under Sarah Allison, being the date and Place of residence. 14

15 Before I save the census record I also check it against the FTM file itself (usually the FTM group sheet) to see if everything looks like it matches. In this case I looked to see if her mother and her children matched the 1850 census. You then Save this to Sarah Allison under the SAVE TO YOUR TREE button. If you have a yearning or unfettered curiosity about what the other family trees may hold about Sarah Allison, you can then go to a family tree such as the Scott Family Tree and delve into what information they may have about Sarah Allison. Keep in mind that this info may be undocumented or just plain made up. Or it may provide the answer to years of your research. 15

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