Editing the Website

Editing Your Project's Website
 
       Use this information to tailor the website to your project
 
Getting Started
Be sure you read the information below and take the steps described to get the most from the website.

Logging In

In order for us to make you a project administrator of your project's website at WorldFamilies.net, you must register and log in at www.worldfamilies.net. Go to the project's website and click "Make this a Favorite Project" in the left column and follow instructions.  This will give you a link to the project's website in the left sidebar each time you log in, and it will allow us to give you editing privileges for your projects's website. 

When you have logged in as Project Administrator, you will see “edit” and/or “upload” near the top of each page of your project’s website.

To change your username, password, or email, log in and then click "My account" in the left column. 


Changing Your Email Address
  • If you would like to change your username or password, log in, and click on "My account" in the left sidebar.  Then click "Edit" to change your password.
  • If you would like to change your email address that appears at the bottom of each of the project's webpage, click on "My account" in the left sidebar.  Click “edit” and then click "Personal Information".  Make the change and click “Save”.

Make This a Favorite Project
  • If you are not already "tracking" your surname project, go to the project's website and click "Make this a Favorite Project" in the left sidebar.  This will give you a link to the project's website each time you log in at www.worldfamilies.net
  • You must be 'tracking' the project to be the administrator.

Adding a Co-Administrator

  • At WorldFamilies.net
    • Have the new co-administrator:
      • Log in at www.worldfamilies.net and go to the project's website
      • Click  "Make This a Favorite Project" in the left sidebar, under the project's name.
      • Click "Join" to complete the process.
      • When he has done this, a link to the project's website will appear each time he logs in.  
    • When your co-administrator is registered and has made your project a favorite ("tracking"), you can make him a co-administrator:
      • Log in as admin
      • Click the “#members tracking project” in the left sidebar
      • Find his name on the members' list.
      • Click on “Admin:  Create” and click “Join community: on the next screen. 
      • His name will now appear at the bottom of your project's webpages
      • He will have editing privileges when he logs into the website. 
  • At FTDNA
    • Log in at www.familytreedna.com and go to the project's GAP (Group Administrators' Page)
    • Click on "Project Administrators" under "Project Administration"
    • Send your new co-admin an email to invite him to administer the project.

Personalizing Your Project’s Website
You are given a choice in some of the features for your project’s website provided by WorldFamilies.net.  You can access most of these features from the Home Page of your Project’s website
Home Page:   Go to the project's Home page, logged in as Project Admin, and click "Edit" near the top of the page. The editing page will open.  Here are the choices you can make:
  • Choose the name of your Project that will be displayed on the Project's Website: Type your preferred Project name in the box:   “Project Display Name”
  • Create your project's "tagline" - type a short description that will be displayed on each page of the Project's website in the box "Description"
  • Choose the text that will be displayed on the Project's Home Page:
    • Use the arrow beside the box "Display default or custom text" to choose:
      • Default Text is the home page text created by Worldfamilies.net
      • Custom Text is your own text, which you can create in the text-editing box
  • To create your own text for the Project's Home Page, use the text editing box labeled"Body Text" - use the tools in the tool bar for creating your own home page custom text. More information about the tool bar.
  • Choose which pages your Project website will include under "Menu Config" (Menu Configuration)
    • Scroll down to “Pages Enabled” and check the box beside the website pages you would like to display.
    • Home and Order must always be displayed. 
  • "Save"-You must click the “Save” button to save your choices and to save and display the custom text in the editing box. 
Note:   If you would like to change your email address that appears at the bottom of each of the project's webpage, click on "My account" in the left sidebar.  Click “edit” and then click "Personal Information".  Make the change and click “Save”.

Creating Web Page Content Using the "Edit Tool" and the "Upload Tool"
 
1.  Using the “Edit” toolthis is the website-provided editing tool that allows you to change the text that appears on your project’s webpages, using the editing box and tool bar displayed on the editing page. (This information is for these pages of your Project's website: 
Patriarchs, y-Results, Join Project, mtDNA, Discussion, and Help)
  • "Edit"--click this button at the top of any project page you wish to edit using the editing tools provided.  (If you do not see "Edit" button, you are not logged in as admin.)
  • "Page Title".--Type your custom title into the box to change the title of the page.  You may want to use a page for a different purpose, for example,” discussion” could be “family stories” or “success stories”
  • "Edit Choices": you are given two choices in this box:
    • "custom"– this is the choice if you are creating your own custom text using the editing box, or if you are uploading an HTML file.
    • "default"—The page will display the informational default text we provide for this page of the website.
  • "custom" -- Use the tools in the tool bar to create your custom text in the body text box as you want it to appear on the page.
    • Tip: Use the “whole screen tool to make the screen larger (symbol like a monitor in the lower right tool bar) or you can “pull” the screen larger with the arrow in the lower right corner.
  • "Save" --You must click the “Save” button near the bottom of the page to save your edit choices and to save and display the custom text in the editing box.
     

2.  Using the "Upload" Tool

  • This information is for these pages of your Project's website: 
    Patriarchs, y-Results, Join Project, mtDNA, Discussion, and Help
  • First, click on the "Edit" tab near the top of the page.
    • “Edit Choice” must be saved as “Choice 1: Your custom text” before you can upload an HTML file.
    • Editing on the page will NOT work for an uploaded Excel file--you must make your changes or additions on your saved file, save it as an .html file, and upload again

Saving as an .mht file or .htm or .html file

  • Project webpages at WorldFamilies.net will only accept .mht,  .htm, or .html file uploads.  You will not be able to upload a file saved in a different format.
  • Once a file is uploaded, you will not be able to make changes on the webpage.  You will need to make all changes on your saved file and upload it again. 
  • Although it seems that there should be only one way to save as an .htm or .html file, different project administrators have found different ways to do this.  Try these methods and see which one works for you
  • Excel 2010, Office 2010, Word 2010
    • To save as an .mht file

      • Click on "File"
      • Click "Save as"
      • In the box for "Type" choose "Single File Web Page(*.mht, *.mhtl)",
      • Be sure you have saved the file in the directory you want and click "Save"
      • You may see a screen that says:  "File may contain features that are not compatible with Single File Web Page.  Do you want to keep the workbook in this format?"  Click "Yes"
      • On the next screen, click "'Publish"
      • Your file will now be a .mht file that can be uploaded to your project's website.
    • To save as an .html file
      • Click on "File"
      • Click "Save as"
      • In the box for "Type" choose "Web Page"
      • In "Selection" select the circle by "Sheet"
      • Be sure you have saved the file in the directory you want and click "Save"
      • On the next screen, click "'Publish"
      • Your file will now be a single .html file that can be uploaded to your project's website. 
  • Word 2003, Excel 2003, Office 2003 and before
    • Click on "File"
    • Click on "Save As" (Do not click on "Save as Webpage") 
    • Type the tile of the document in the box name "File Name"
    • In the "Save as type" box choose "Web Page (*htm, *html)"
    • Be sure you have saved the file in the directory you want and click "Save"
    • Your file will now be a single .html file that can be uploaded to your project's website.
  • Word 2007, Office 2007, Excel 2007
    • Method 1
      • Click on "File"
      • Click "Save as"
      • Select “Save as a web page
      • Select "Republish Sheet
      • Be sure you have saved the file in the directory you want and click "Save"
      • Click the "Publish" button.
      • Your file will now be a single .html file that can be uploaded to your project's website.
    • Method 2 
      • Click on the button on the top left corner of your screen
      • Click “Save As
      • Click “Other Formats
      • For “Save as Type”, choose “Web Page (*htm, *html)
      • Be sure you have saved the file in the directory you want and click "Save"
      • Your file will now be a single .html file that can be uploaded to your project's website.

Uploading an .mht .htm, or .html File

  • About the "Upload" tool
    • This tool is available on these pages of your project’s website: Patriarch, y-Results, Join Project, mtDNA, Discussion, and Help.
    • We strongly recommend you use the Upload HTML file feature for posting your project's results table on the Results Page and for any page with a lot of text.
    • Editing on the page will NOT work for an uploaded Excel file--you must make your changes or additions on your saved file, save it as an .html file, and upload again.
  • To Upload a file to the webpage:
    • Save your document or spreadsheet as an .htm, .html or .mht file. 
    • Go to your project's web page, logged in as project administrator.
    • Click on "Edit" then make sure you have selected "Choice 1 Your custom text",then scroll down to the bottom of the page and click "Save"
    • Click the Upload" button at the top of the web page
      (If you do not see the "Upload" button, you are not logged in as admin.)
      • Click "Browse" to find the file on your computer and double click on it.
      • When the name of the correct file appears in the box, click "Save and Publish"
      • The file will appear on your website page.
  • If your file does not upload properly
    • Try uploading the same file again, as it may work when you try again.
    • You may need to re-save the file as a SINGLE file, using the methods listed to save as an .htm or .html file.
    • Click the “Edit” button on the project's webpage and make sure you have chosen “Choice 1: Custom”

Posting Pedigrees on the Patriarchs' Page
  • Take on the posting of pedigrees to the Patriarch Page as soon as you feel ready, as this is a great way to get a feel for the lineages and the researchers for this surname.  Some admin recruit a co-administrator just for the purpose of posting on the website.
  • By posting pedigrees from the Pedigree Forum to the Patriarchs Page, you can help your project in these ways:
1.  You will be aware of activity and interest in the project.
2.  You can contact the person posting the pedigree who is not a project member, to encourage him/her to test or encourage a family member to test.
3.  You will be able to find and develop possible linkages in paper trails, and put project members in touch with each other. 
4.  Your Patriarch Page will be up-to-date, so that project members and viewers can see the pedigrees and contact the posters, and you.
5.  Step-by-step guide to posting pedigrees to the Patriarch Page
How are pedigrees submitted for the Patriarch Page?
  • The project member submits his “stripped down” pedigree (see below) and the project administrator or WorldFamilies.net then posts it on the project’s Patriarch Page, using either the ‘edit’ on the webpage or adding it to a saved document that is uploaded to the webpage. 
  • Currently, pedigrees are submitted in two ways:
    • 1. By email.   We ask that pedigrees for project members for WorldFamilies.net projects be sent to carrie@worldfamilies.net; she posts the pedigrees on the Patriarchs Pages for the projects which we administer.  She forwards these emails to the Project Administrators who are posting the pedigrees themselves.  Here is what we ask for in an email:

      # Name of project _____________________________________________________________________
      # Kit Number if tested ______________________________________________________________
      # Name of person posting pedigree ___________________________________________________________
      # Email address to be posted with pedigree: _______________________________________________
      # Name, birthdate, birthplace, spouse of Earliest Known Ancestor _________________________________
      # List each succeeding generation below, using only those four items of information (or substitute another item of information if missing an item)

      2. Posting on the Project’s Pedigree Forum -We encourage researchers who are not part of the Surname DNA Project to post their pedigrees on the project's Pedigree Forum where other researchers may see them and contact them to share information.

    • If you would like to have the message of the Pedigree Forum changed to have the pedigrees sent directly to you, contact marilyn@worldfamilies.net. 
Patriarchs' Page Format
You can post the pedigrees on the Patriarch Page in any way that works for your project.  Here are some guidelines we use at WorldFamilies.net for the project's we administer:
  • The pedigrees are posted on the Patriarch Page in chronological order, according to the birth date of the earliest ancestor.  (You may also group them by Lineages.)
  • The project member's kit number is posted in red at the end of the pedigree on the Patriarch page.
  • The pedigree provider's contact email is posted at the end of the first line, with the @ changed to AT to foil spam harvesters who want email addresses.
  • The pedigree consists of only four bits of information on each line, as we have realized that this approach allows clear identification of a family:  full name, birthdate, birthplace, wife's name (If missing any of this information, the participant can choose an alternate fact to include.)
  • Stop the pedigree around a 1910 birthdate, to protect privacy. 
Posting Pedigrees on the Patriarchs' Page--You can post the pedigrees on your Project's Patriarch Page using either the "Edit" or the "Upload" tool.

Posting Your Project's Results on the Project's Results Page

We offer Project Administrators two options for updating their Results Page:  
 
Option 1: 
WorldFamilies.net has a new Results Tool that allows us to update a Results page within minutes, making it very easy for us to update your Results Pages for you.  We are now able to make this tool available to Project Administrators.  If you would like to have access to the Results Tool so that you can update your project's Results Page, send an email to marilyn@worldfamilies.net  
If you would like us to update your Results Page using our new Results tool, just let us know.
 
Click here to request WorldFamilies.net to update your Projects Results
 
Option 2: 

If you would like to collect the results from FTDNA and create your own spreadsheet, we can send a spreadsheet to you, so that all you have to do is add the new results as they come in, save the sheet as an .html file, and upload it.

Click here to request a spreadsheet of your Projects Results.
 

If you would like to create and upload your own table for your results, here is some information that will be helpful.