1: Navigate   2: View Details   3: Children, Spouses   4: Find, Recents   5: Alternate Views   6: Change Info   7: Add Ancestors   8: Add Sources   9: Record Hints, Attach Sources   10: Notes   11: Merging   12: Charts and Forms   13: Account   14: Solutions Gallery           Show Me, Goal 1       Print Friendly and PDF
















Project 1: Family Tree


Goal 1: Signin and Navigation



Goal 1: Navigate Family Tree. Vault

  (Find extra articles and videos in the Vault.)

For FamilySearch users, navigating in FamilySearch Family Tree is essential to finding ancestors, interpreting their information, and adding records, data, and memories to their entries.

Note : You can view FamilySearch screens and The Family History Guide in side-by-side browser windows, instead of constantly switching between browser tabs. For instructions, click here. For help with an instruction, click a bold word in the step.

Goal 1 Quiz  After studying the Choices in this Goal, take an interactive quiz.


Choices


ASign in to FamilySearch and move around the Family Tree screen.


Summary

Note : If you do not have a free FamilySearch Account, go to www.familysearch.org, click Create Account (upper right in the FamilySearch screen) and follow the instructions. For more help with your FamilySearch account, refer to Goal 13: Account.

  1. Go to www.familysearch.org and near the upper-right corner of the window, click Sign In. (If Sign In is not visible, enlarge your browser window.)
  2. Type your username and password, and click Sign In. Or, if you have Facebook, Google, or Apple accounts you can click the corresponding icon to sign in (see this article for details).
    If you have forgotten your username or password, click the link for username or password for help. For help with recovering an account or password, read this article.

    FS—Retrieve a Forgotten Name or Retrieve a Password

  3. For additional help setting up your account, read this article.

    FS—How do I create a free FamilySearch account?

  4. Your FamilySearch Home page appears, showing personalized information about your family tree and helpful tools. To learn more about using your Home page, see Choice G below.
  5. To display your family tree, in the top menu click Family Tree and select Tree. You will see yourself as the Home person and "couple's boxes" (husbands and wives) with your ancestors' information if available. The default view you see is called Landscape view.
  6. Click and drag the mouse pointer anywhere on the Family Tree screen to move your family tree view around.
  7. If you want to sign out of FamilySearch, click your name or picture (upper right) and select Sign Out.

Note : If your family tree is empty or nearly empty, skip ahead to Choice F to begin filling it out.


Resources
  1. Here are the rules for creating usernames and passwords.

    FS—What are the rules for my username and password? - 2020

  2. Learn how to change your username or password.

    FS—How do I change my username or password? - 2020

  3. Learn how to create an account for a child.

    FS—How do I create a free account for a child? - 2020
Exercises


B Change the zoom level on the screen and center the tree view.


Summary
  1. To enlarge the view, click the plus icon (upper right).

  2. To shrink the view, click the minus icon.
  3. To re-center the family tree view, click the target icon. This can be helpful if the tree has been moved out of view in your browser.
  4. To use full-screen mode, click the "broken-box" icon. This hides the top menu, providing more room for Landscape view in your browser window. To display the menu again, click the Menu icon (or click the broken-box icon again).

Exercises

C Expand and contract family lines to see more or fewer ancestors.


  1. To view previous generations in the pedigree, click an Expand button (arrow pointing to the right). You can then move the view to the right to see the previous generations.
  2. To return to the previous view, click a Contract button (arrow pointing to the left).

  3. Note : Only one expanded line is shown at a time for the same generation. When you click an additional Expand button in the same generation, the other expanded line is automatically contracted.

  4. Notice the ancestor surnames and marriage information as you go.
  5. Practice navigating around your part of the tree, opening and closing branches until you feel comfortable exploring your family lines.

Exercises

D Customize your Family Tree view, and review tree navigation skills.


Summary

  1. If you want to show less information (and you want to have room for more couples on the screen), in the upper right click the two-bar icon to display the Show dialog. Then clear the checkboxes for Portraits and Marriages. You can also clear checkboxes for Temple Ordinances (if enabled in Settings), Record Hints, Research Suggestions, Data Problems, and Portraits.
  2. To change the color scheme of the couple's boxes from black-on-white to white-in-black, click the two-bar icon and select Invert Colors. To return to the original colors, click Invert Colors again.
  3. If there are multiple spouses listed, you can change the preferred spouse (the one that will appear at the top of the list). To do this,
    a) Click the "multiple-spouse" icon next to the name of a person;
    b) Click the name of the spouse to substitute; and
    c) In the Summary panel, click Tree.

    For more information on setting a preferred spouse, read this article.

    FS—How do I set the preferred spouse or parents in Family Tree? - 2020

Review
  1. For a review of navigation techniques, use the Show Me link at the top of this page.
  2. For a review of Landscape elements, read these articles. Note : These articles also cover topics from Goals 2, 3, and 4.

    FS—Using the Landscape Pedigree View - 2020
    RIV—FamilySearch Family Tree - 2018

  3. For more help on navigating Family Tree and other topics, click the question-mark icon (upper-right corner). To learn more, read this article.

    FS—Where can I get help with FamilySearch.org? - 2020

Exercise


E Understand the privacy rules for FamilySearch that determine how information for living persons is handled.


Summary

Note : Generally, you cannot view or search for data for living people outside your immediate family.

  1. Read these articles to learn about the FamilySearch privacy policy and how it affects what you can see in the tree.

    FS—Who can see my living relatives in Family Tree? - 2020
    FS—What is a private space in Family Tree?

  2. If you are unable to see information for a spouse or in-laws in your family tree, read this article for suggestions.

    FS—I Cannot See My Spouse and In-laws in Family Tree - 2020

  3. For more information on privacy concerns and genealogy, watch this video. (You can hover the pointer over the Info button to see clickable topic links.)

    BYU—Privacy Concerns and Genealogy—68:24 - 2016
      Privacy is ...
      Legal Right to Privacy
      U.S. Privacy Act, 1974
      Genealogy vs. Privacy
      DNA Testing




Exercises


F (Optional) If your family tree is empty or very small, begin to fill it out.


Summary
  1. Read this article to learn how to add living individuals and link them to deceased ancestors in Family Tree.

    FS—Adding a Living Individual to Family Tree - 2020

  2. Go to the FamilySearch Getting Started page and select Create a Family Tree to get help adding ancestors, starting with your parents.
  3. Return to Choice A above to work on navigation skills.
  4. This article has additional tips for getting started with your part of FamilySearch Family Tree.

    FS—How to Start a Family Tree on FamilySearch - 2019



G Work on your FamilySearch Home page.


Note : For more information on Memories, see Goal 2; for more information on tasks for research, see Goal 4.

Summary
  1. To access the Home page, sign in to FamilySearch. If you are already signed in, click the FamilySearch logo (upper left).
  2. To explore selected FamilySearch features, scroll through them (left side of the screen).
  3. On the left side of the page, scroll through memories (photos, documents, etc.) of your relatives that were recently added to FamilySearch Memories. You can use the three-dot menu in a memory to control whether it appears on the page.
  4. To add a comment for a memory, click the conversation icon; to share the item, click the share icon.
  5. To see additional memories, click Show More (bottom of the page).
  6. On the right side, you can use the All Collections Search to do a search across FamilySearch record collections. You can also use the Record Hints box to explore record hints. Learn more in Goal 9.
  7. Scroll through the list of recently viewed people. Clicking a name in the list opens his or her Person page (see Goal 2, Choice B for Person page details). You can also click Show More.
  8. To use the To-do List, type the name of an item and click Add. The item appears in your list, with an empty checkbox. To mark the item as done, check the box. To see all completed tasks, click Show. To remove an item, click the red "x" (right side). To move an item from the "done" list back to "in progress," clear the check box.

Friends
  1. Click the Friends tab in the upper left.
  2. In the search box, begin typing the name of a FamilySearch user.
  3. When you find the name you want, click it to add it to your list of contacts. You can also remove a cntact that you have added.
  4. To do an advanced search, use an empty search field and click Advanced Search. You can then specify a name, contact ID, and location fot the search. If the search is unsuccessful, you can click "Can't Find Person" for tips.
  5. To invite friends to share your posts, click Share Link and select a media type from the list; then complete the information in the dialog.
  6. You can also click Family Groups to share posts to a FamilySearch Group. See Goal 10 in FamilySearch Project 1: Family Tree for details.

Resources
  1. To learn more about the home page feature, read this article.

    FS—New Updates to Your FamilySearch Home Page - 2023

  2. To learn about removing information from your home page, read this article.

    FS—How do I remove a photo or person from my home page? - 2020

Exercises