FamilySearch Part I -
Family Tree
Before
you use the Legacy-FamilySearch interface it is very important that you
understand how FamilySearch's Family Tree works in general. You should be
familiar with how to do all of the tasks on the FamilySearch website itself.
This is especially important when it comes to merging people. If you start merging people haphazardly you will mess
things up for everyone else. Merging is one of the things you can do right
through Legacy so you want to make sure you know what you are doing.
The
best training for this comes from the Riverton FamilySearch Library. They have
a set of 11 training PDFs with a lot of screenshots. Riverton keeps these PDFs
updated. Pay special attention to "Fixing a Looping Pedigree in Family
Tree" and "Merging Duplicate Records in Family Tree" You can see
all of the PDF's HERE.
FamilySearch Part II –
Cleanup
Now
that you know how the Family Tree works, you are going to want to clean up your
data before you try to upload or sync.
Cleanup
means making sure all of your data is entered consistently using the genealogy
standards accepted by FamilySearch (the formats for names, dates and
locations). You will want to visit all of the Master Lists and check them for
consistency as well as run the Potential Problems Report and the Find Duplicates routines. Having nicely formatted
sources for all of your data is a plus. Once your data is in the best shape
that it can be, now you can think about uploading it.
HERE is a
webinar on cleaning up your file that Geoff did. This webinar uses Legacy 7 and NewFamilySearch (the predecessor to the Family Tree) but the cleanup
strategies are the same.
FamilySearch Part III –
Syncing
Now you know how Family Tree works and you have all your data cleaned up so you
are ready to sync to Family Tree using the Legacy-FamilySearch
interface.
HERE is a
free webinar that Geoff did that includes a handout. You will definitely want
to watch this before you start using this feature.
HERE is a great
pdf that Jim put together that you can use as a reference
You
have now finished your training.
