Here are some instructions that can help you find documents and sources in FamilySearch and attach them to your relative in Family Tree. I have modified more lengthy instructions and have tried to keep it fairly simple. I hope this helps. -Mary Pletsch
WORKING
WITH SOURCES IN FAMILYSEARCH FAMILY TREE
BASIC
Getting
Started
Go to: familysearch.org and
then sign in.
Click Family Tree in the
FamilySearch menu line.
To open the person’s details page, click on the name to see the
summary card, and then click Person.
Information:
There is more than one way
to find a record or source. (Method A, B or C below).
Method
A - Search Records
1. Open the person’s
details page.
2. In the Search
Records box, click FamilySearch.org.
· 3. Review the search results.
· Click a name in the search results
to review the indexed information.
· If available, click View the
Document to evaluate the original record.
· Go back to the indexed
information.
· Click Attach to Family Tree (Instructions
under “Source Linker View”)
Note: The search feature may not find all possible
results. You can refine your search by changing the search terms in the fields of the template on
the left-hand side of the page. For a female, change the Last Names field
to her married surname to get different search results for censuses, death
records, etc.
Method
B - Research Help
1. Open the person’s
details page.
2. In the Research Help
box, click the person’s name for one of the Record Hint suggestions.
· A window will open with the
indexed information.
3. Review the indexed
information.
· If available, click View Image to
evaluate the original record.
· The indexed information does not
include all of the information found on the record. Look for additional information in the image of
the original record.
o Click
the “X” in the upper right corner of the image to return to the indexed
information.
·
Click Review and Attach (Instructions below under “Source Linker View”)
Method C – SEARCH Tab on the Menu Bar
An alternate way to find a record is to search without being on a person’s Details page. You can search all indexed records, or search by location or a specific collection in FamilySearch Historical Records.
1. In the header at the top of the FamilySearch page, mouse over SEARCH.
2. Click on RECORDS.
This will take you to a page where you can fill in the fields to search all indexed collections. The search results page will be the same as when you use “Search Records” from the person’s details page.
Find a Collection: You can also fill in the field under “Find a Collection” by typing in the name of the collection (Like U. S. Census Records). Fill in the search fields to only search that collection. Or you can search for records by location by clicking on the map, or clicking on “Browse All Collections.”
When you click on Browse All Collections, you can search for a place or a type of record or a record name. Typing in a location will list all records for a location that are both indexed and not indexed. You can browse unindexed records on your computer. No microfilm reader needed!
EVALUATE RECORD INFORMATION
What does this record
prove? What additional information is on the record that is not on the indexed
page? What other records
does this lead you to find? Use this information to edit the Vital
Information on the person’s details page. (Click on information you want to change, click "Edit" tab, type the information into the correct fields, give a reason you are using that information, "Save.")
SEARCH RESULTS EXPLAINED
The
Search Results page is organized as follows:
TOP – If you have started your search from a person’s
details page by clicking on FamilySearch under “Search Records,” you
will see the person you are researching across the top of the Search Results page, with basic vital
information and relationships. This
helps you to remember the details you will compare records to.
LEFT – “Refine your search” is on the left
side. It has various fields that you can
fill in and open and close to change your search. Changing spelling and the amount of
information you give helps you to get different search results and helps you to
find records. Any writing in blue is a link to open more filters or to show you
additional information.
RIGHT – Search Results from Historical Records
takes up the main part of the page. It
will tell you how many results there are.
It will show you the name on the record, the record collection name, the information that has been indexed and if
there is an image of the original record that you can view.
Compare
the information in the table with the information at the top to judge if you
want to look more closely at the record or not.
RECORDS
vs COLLECTIONS
You
can view the results two ways. The
default or usual way you will view the results is the RECORDS view. Under the Records tab, the records are
organized as to how close the computer thinks they come to the search
criteria.
Click
on the COLLECTIONS tab and you will see the results organized into
groups of records: Birth, Marriage &
Death; Census & Lists; Migration & Naturalization; Military; Probate
and Court. This is a good view if you
are looking for specific information.
TO
VIEW A RECORD
You
can view the record several ways:
1.
Click
the little arrow next to the name in the Preview column.
2. Click on the person’s name
3. OR click on the
paper icon under Details.
It will open up a window
that will show you more about the record.
You can then preview the record, open an image of the document, if
available, and click “Attach to Family Tree,” if needed.
4 You can click
on the camera icon from the Search Results page to look at the image
before you look at the indexed information.
SOURCE LINKER VIEW -ATTACH SOURCES TO FAMILY -
A.
The Attach Historical Records
to Family Tree screen has two halves.
•
On the left are the people that are mentioned in the historical record.
•
On the right are the people that are mentioned in Family Tree.
B.
The first person in the list is
called the focus person.
C.
A green section indicates that the
record has already been attached to a person‘s details page. It will say Detach
between the two columns.
1.
Compare the first person with an Attach
link.
·
To see more details, do either of
the following in the right column:
• Click on the person’s
name.
• Click Details to
the far right of the person’s name of the Family Tree record.
Note:
Some records, such as a census, may list others in the household
as live-in-relatives, guests,
servants, etc. Study and
compare the information carefully! If you do not know the person, DO NOT ADD
the name into Family Tree. Whoever they are related to will find them in
the household and then attach it at a later date.
2.
If the person on the left is the same as the person
on the right, click Attach between
the two columns.
3. If you want to add the event information from
the historical record, click Add.
4. Enter a reason statement to attach source. (What
the source proves, why you are attaching it)
5. Adjust the tagging, if needed.
6. IF you want this source added to your
source box, click the box by Add Source to Source Box
7. Click Attach.
8. Repeat Steps 1-7 for each person that has an
Attach link. Modify the “reason to attach”
statement if needed.
To change the focus person:
The first person in the
list on the Source Linker page is called the focus person. This person
can be changed on both the historical record and on the Family Tree record.
Do either of the
following:
• On the historical record
side, click Change to the far right of Person of Record and Spouse. Choose the name you want to
be the focus person and click on it.
• On the Family Tree side,
click Change to the far right of Selected Person and Spouse.
Click on another family member’s name OR enter the ID number in the Go To field.
To
select a different spouse:
If there is more than one
spouse, click on the triangle to the left of the spouse name.
Click on the name of the
spouse.
Note: If you are working
with a record of a married woman, Family Tree displays her maiden name.
If FamilySearch has
matched the source to an incorrect family, click Not your Family? Find your
family To search for the correct family. You can search using Possible
Matches, the History List, or enter the
person’s ID number.
If the person on the left
and the person on the right aren’t matched up correctly, you can align him /
her. As you mouse over the person in the
left column, the pointer will change to a hand or four-pointing arrow.
Press and hold down the
left mouse button and drag the person to the correct spot.
Note:
This works only when the source is not attached.
To
detach a source:
You can detach the source
from an incorrectly linked person.
Click Detach between
the two columns. The Detach Source From window appears.
Enter a reason statement
to detach the source.
Click Detach.
The
caution sign:
If you see a caution
triangle icon, located between the two columns, it indicates the source is
attached to someone else in Family Tree. Mouse over the triangle, read the
explanation. These are possible causes:
• An incorrect ancestor
has been linked in Family Tree.
• There are duplicate
records for this ancestor in Family Tree.
• The record has been
linked to the head of household instead of the correct person in the family.
• The person is living.
Note:
If you have questions regarding sources, hover over the Light Bulb in
the bottom
right corner to show TIPS.
Click on TIPS to open the Search Help options.
Here you can view these how-to
tutorials and read their instructions:
*
Attach a record to a Person
*
Add a person to the tree - Match Not Found
*
Add a person to the tree - Match Found
*
Attach a person from “Other on Record”
*
Attach Multiple Families from One Record
Modified from Instructions created at the Utah South Area Family History Training Center 2015
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