Goal 2.1 - The Person Summary Card 1. While moving around on your different Tree views, and then clicking on a name, you will see a "Person Summary Card" popup. 2. This card contains all the basic information such as birth, death, and the Person ID number which is the number under the first name. 3. Note the "star" icon + Watch to the right of the Person ID number. If you click the star icon, this person will be added to your "watch list". 4. Note the three person details with small icons in front of them. They are "Sources", "Memories", and "Discussions". These are quick links to take you to that specific area on this person's Detail Page. 5. Temple ordinances show (if LDS) as the boxes. In this case, all gray means all completed. 6. In the bottom darker bar, there are two more links, one to view this person's tree, and the other to open this person's "Detail Page". Tip: If you want to stay on the Pedigree page, and wish to open a DIFFERENT page, then RIGHT + Click on the Person link and select either "Open in New Tab", or "Open in New Window. This is helpful if you do not want to lose your place on one page, but wish to see more detail on another. Created by Stephen Meyers Page of 1 5
Goal 2.2 Reviewing the Person Detail Page 1. Note that the Person Page header contains much of the same information as the Summary does with the exception of an additional link called "View My Relationship". When clicked, a popup box will show you how you related to this person. It is only available on direct line ancestors within 4 generations. 2. The above image shows that the "Details" tab in active 3. There are 7 sections vertically presented, discussed below. 4. Note the small links just under the "Details" tab. Clicking on these links will quickly jump down the page to that section, as a shortcut. Review of the Sections: 1. Life Sketch: enter in a brief history of the events for this person. 2. Vital Information: this section holds the key information, like birth & death dates & locations, gender, christening, burial, and birth name 3. Other Information: this section allows you to add information such as residence, occupation, naturalization, physical description, and other custom facts. 4. Family: The person s name, whose page is shown, will be noted in black color. Husband & wife are listed with children below them. The right Created by Stephen Meyers Page of 2 5
column shows the parents of the selected person, with their siblings listed below those parents. 5. Sources: this section holds the citations that document where vital and other information are found. These sources validate the information above by documenting sources of information found. 6. Discussions: use this section to create discussions between you and others. An example might be whether an attached child to the family, does actually belong to this family. 7. Notes: use this section to add any information that doesn t fit in the other sections. This could be information like some of your research notes. Review of Right Side Menus: 1. Note the small "gear" icon. By clicking on this, you can rearrange your sections as YOU would like them 2. Research Help: this section will display any Record Hints, Research Suggestions, and such that are associated with this person. Click on "show details" to see more. 3. Tools: the Possible Duplicates tool will commonly be used to search through Family Tree for others that have similar information and may be a duplicate person. Should there be problems with others making malicious changes to your tree, you can Report Abuse by clicking on this link. Be civil and try to contact that person first and understand why they are changing your information. Having good sources helps to clarify any disagreements. If you put a person into Family Tree and realize the person does not exist or is a duplicate, you can delete the person. However, if there has been any ordinance work done, or sources added by others, you will not be able to do so. Typically you will be merging people with the same information. 4. Search Records: the links in this section allow you to go to the different search pages and look for more information. Note that just because Ancestry, MyHeritage, FindMyPast are showing does NOT mean that you have set up accounts for those services. It is helpful to log in to these accounts before searching so you can view the results. If you are LDS and have not setup those accounts, click HERE to set these up. 5. Print: You can print basic charts from these links, like a pedigree, fan chart, family group sheet, etc. 6. Latest Changes: clicking on the Show All link will show any and all changes that have been made to the person. These changes can be reversed by clicking on the Restore buttons. Make sure that you have a good reason for doing so, and describe clearly why you are doing so. Remember that others are also likely working on this person as well. Created by Stephen Meyers Page of 3 5
Goal 2.3 Reviewing the Memories Tab : 1. Notice the 3 tabs: Details, Memories, Ordinances 2. In the previous section, we showed what the "Details Page" looked like. 3. By clicking on the "Memories" tab, you will see a different page appear. 4. The example below has the 4 sections collapsed, but normally each section defaults to open. 5. The small icons tell how many memories are in each section. For example, there are 3 photos and 2 documents 6. We will cover this tab in a future lesson Created by Stephen Meyers Page of 4 5
Goal 2.4 Reviewing the Temple Ordinance Status: 1. This tab summarizes the status of temple work that has been completed or needs to be completed. 2. We will cover this tab in more detail near the end of our class curricula. Created by Stephen Meyers Page of 5 5