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Editing the Website

Editing Your Project's Website: 
 
       Use this information to tailor the website to your project
 
Getting Started
When you become the Project Administrator for a project using a WorldFamilies.net website, you will want to use the website in the best way for your project.  Be sure you read the information below and take the steps described to get the most from the website.
Logging In
You must be logged in as Project Administrator, using the password and user name we send you when you become the administrator, in order to use the editing tools on your Project's Website. (If you do not see “edit” or “upload” near the top of your project’s webpage, you are not logged in as an administrator.)

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”.
Tracking
  • If you are not already "tracking" your surname project, go to the project's website and click "Track 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

  • Have the new co-administrator:
    • Log in at www.worldfamilies.net and go to the project's website
    • Click  "track 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 as "tracking" the project, 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. 
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” tool—this 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 four choices in this box:
    • “Choice 1: Your custom text” – this is the choice if you are creating your own custom text using the editing box, or if you are uploading an HTML file.
    • “Choice 2: Your custom text in a frame”—Another choice for creating your own custom text. Framing the data will help protect your formatting, and allows full page width viewing. Uploaded HTM files will automatically be framed.
    • “Choice 3: WorldFamilies default text”—The page will display the informational default text we provide for this page of the website.
    • “Choice 4: Use generated results (only valid on y-results page)”—This feature for the yResults page is not fully operational as yet. (If this was the choice for your Results page in the past, you must change your edit choice to “Choice 1” before you can upload a file.)
  • "Edit current custom text" -- 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

  • “Edit Choice” must be saved as “Choice 1”or “Choice 2” 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
  • This information is for these pages of your Project's website: 
    Patriarchs, y-Results, Join Project, mtDNA, Discussion, and Help

Saving as an .HTM or .HTML File

  • Project webpages at WorldFamilies.net will only accept .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.  The important thing is to make sure you save as a SINGLE page, so whenever you are given a choice, choose "SINGLE" page.  (Different programs use different terms, and it may just be a singular noun such as file or page, but it must be a single file in order to upload correctly.) Try these methods and see which one works for you
  • Excel 2010, Office 2010, Word 2010
    • Click on "File"
    • Click "Save as"
    • In the box for "Type" choose "Web Page"
    • Om "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 .htm or .html File
  • " Upload" - click this button at the top of any page you wish to edit
    (If you do not see the "Upload" button, you are not logged in as admin.)
    • 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.
  • Save your document or spreadsheet as an .htm or .html file.  (Learn how.)
    • Go to your project's web page, logged in as project administrator.
    • “Edit Choice” must be saved as “Choice 1”or “Choice 2” before you can upload an HTML file. Click on "Edit" then make sure you have selected Choice 1 or Choice 2, then "Save"
    • Click the "Upload" button at the top of the page.
    • 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:
    • Posting on the Project’s Pedigree Forum -Traditionally, pedigrees have been submitted by interested surname members via logging-in and posting on the project's Pedigree Forum. This is the way many project administrators still prefer to receive the pedigrees for their surname.
    • By email.   We also accept emails for WorldFamilies.net projects 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)

    • Here are your choices for receiving pedigrees for posting on the Patriarchs’ Page:
      • A mixture, some pedigrees posted on the Pedigree Forum and some sent by email. 
      • Only pedigrees posted on the pedigree forum
      • Sent by email to carrie@worldfamilies.net and forwarded to you. 
      • Sent by email directly to you.  Contact marilyn@worldfamilies.net  if you would like us to put a note in the instructions at the project's Pedigree Forum to for pedigrees by submitted directly by email to you for posting on the Patriarchs' Page.
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.  As this tool becomes more refined, we will be able to automatically update Results Pages, and we hope to make it available to WorldFamilies.net Project Administrators in the near future. 
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.
 

Collecting Results

  • FTDNA's 2011 Overhaul of the Project Administrator's GAP Results Reports added some great features but makes it difficult to copy and paste the project's results into a spreadsheet, as the multi-markers are transformed into a date when pasted on the spreadsheet (for example:  9-12 becomes 9 Dec on the spreadsheet) Some administrators have been able to solve this difficulty.
  • If you would like to keep your own spreadsheet and organize the results as you prefer, we can send you a spreadsheet with the project's results organized by our Results Tool, and then you can save it, make any changes you want, add new results as they come in, and then upload the saved .html file to your project's Results Page.
  • Detailed instructions on creating and uploading a Results Spreadsheet
  • Terms you need to know to understand and/or create the Project's Results Table
  • Tips for Posting Results
    • Ariel, 8 pt. displays well on the Results Table
    • We discourage putting the marker labels "horizontal"- as that really widens your table, disrupting viewing
    • Maintain an Excel spreadsheet for your results - and that you save a copy on your computer. Each time you have an update, make all of your adjustments and corrections in it and when you have it "just right", save it as an html file. 
    • Widen rows instead of using a word wrap for earliest ancestor’s name
    • Be sure you delete any extra rows below the table or to the side of the table.
    • 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. Even if you simply need to correct a spelling, change a haplogroup result, or add an earliest known ancestor, you still need to make the change on the spreadsheet.  Make the change, re-save the file as an html, and upload it to your Results page.
    • Be sure that the saved Results table contains only information you want displayed, as everything on the page will be displayed on the project Results Page
    • You may want to keep two spreadsheets, one for uploading to the Results Page, and another with information for your use as Project Administrator. 
    • View your upload in more than one browser (for example, Internet Explorer and Firefox), as it can display differently.
    • Use the “Bulk Email” on your GAP at FTDNA to email your project members that you have updated the results page. (Sample email.)
 
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