Editing the Website

     
 
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 to "join".
  • 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 Admin privileges for your projects's website.
  • After we give you Admin privileges,  when you log in you will see “edit” and/or “upload” near the top of each page of your project’s website.

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. Click "Save".
  • 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”.

Changing Your Name and Email Address on your Project's website.
  • If you would like to change your name and the 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, log in and go to the project's website.  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 have the project as a "Favorite Project" to be the administrator at WorldFamilies.net.

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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. 
      • To set up his name and email as they will appear on the bottom of each page of the website, he will need to log in as admin, then click on "My account" in the left sidebar.  Then click on "My account" in the left sidebar.  Click “edit” and then click "Personal Information".  Type in the name and email address he would like to be posted on the website. Click “Save”.
      • 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.
    • The email will give him instructions on what to do to become an administrator.
Learn about your Admin Tools
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.
Choose the name of your Project for the website:
  • Go to the project website's Home page, logged in as Project Admin, and click "Edit" near the top of the page. The editing page will open. 
  • 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”
  • Scroll down and click "Save" when you have finished your edits.


Create your project's "tagline".

  • Go to the project website's Home page, logged in as Project Admin, and click "Edit" near the top of the page. The editing page will open. 
  • In the box "Description" type a short description that will be displayed on each page of the Project's website.
  • Scroll down and click "Save" when you have finished your edits. 

Choose which pages of the Project's Website to Display.

  • Go to the project website's Home page, logged in as Project Admin, and click "Edit" near the top of the page. The editing page will open. 
  • Scroll down to "Menu Config" (Menu Configuration)
  • Check the boxes for the pages you would like to be part of your project's website.
  • You will be able to include or exclude these pages: 
    Patriarchs, y-Results, Join Project, mtDNA, Discussion, and Help
  • We recommend that you always display the Patriarchs and y-Results pages, as these are of most significance to a Surname DNA Project.
  • Scroll down and click "Save" when you have finished your edits.  

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HOME PAGE:  Choose default or custom text on the Project's Home Page.

  • Go to the project website's Home page, logged in as Project Admin, and click "Edit" near the top of the page. The editing page will open. 
  • Scroll down and use the arrow to make your choice in the box ""Display default or custom text"
  • Default text is provided by WFN for any page of the website to give information and is often used by project administrators.
  • Custom text allows the admin to personalize the text for the project. 
  • Use the "Body Text" box and the editing tools to create your custom text.
  • Scroll down and click "Save" when you have finished your edits. 

WEBPAGE CONTENT:  Choose what certain pages of your Project's website will say.  
  • You have 2 choices for the text displayed on these pages of the website:
    Patriarchs, y-Results, Join Project, mtDNA, Discussion, and Help

  • To make your choice of Default or Custom Text
    • Click "Edit" near the top of the webpage.
    • In the box ""Display default or custom text", choose "Custom" or "Default".
  • EDITING TOOLS:  Creating Custom text using the editing tools on the webpage.

    • In the box ""Display default or custom text", choose "Custom"
    • Use the tool bar to create your custom text in the "Body Text"  (For a complete explanation of the tool bar)
    • 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.
    • Help--Questions and Problems about editing a webpage
  • UPLOAD TOOL:  Creating Custom text using the Upload tool

    • Create a document or table in a program on your computer (Word, Excel, or other)
    • Save the document or table to your computer as an .mht or .html file
    • Click "Edit" near the top of the webpage.
    • In the box ""Display default or custom text", choose "Custom"
    • Click "Save" near the bottom of the page.
    • Click "Upload" near the top of the webpage.
    • 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.
    • Help--Questions and Problems about uploading a file to your webpage.
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SAVING AS AN .MHT, .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
  • SAVING IN Excel 2010, Office 2010, Word 2010
    • .MHT FILE:  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.
    • .HTML OR .HTML FILE:  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. 
  • SAVING IN 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.
  • SAVING IN 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.


Posting Pedigrees on the Patriarchs' Page 
  • We encourage you to take on this task as soon as you are ready.
  • Posting of pedigrees to the Patriarch Page 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.
  • Posting pedigrees to the Patriarchs Page helps your project will help you to
1.  Be aware of activity and interest in the project.
2.  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.  Be able to find and develop possible linkages in paper trails, and put project members in touch with each other. 
4.  Keep the Patriarch Page will be up-to-date, so that project members and viewers can see the pedigrees and contact the posters, and you.
 

How are pedigrees submitted for the Patriarch Page?
  • The project member submits his “stripped down” pedigree by email to WFN (see below)

    1. By email.   We ask that pedigrees for project members for WorldFamilies.net projects be sent to mari@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.

    Project Members who wish to provide a more detailed pedigree than the one posted on the Patriarch Page may do so on the Project's Pedigree Forum.

    If you would like to have the message of the Pedigree Forum changed to have the pedigrees sent directly to you, click here.


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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.

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POSTING RESULTS:  Posting Your Project's Results on the y-Results Page
 
We offer Project Administrators two options for updating their Results Page: 
 
Option 1:   We update your project's Results Page with our WFN RESULTS TOOL
WorldFamilies.net has a 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.   For projects under 70 members, we will update whenever there are new results to add to the Results Page.  Larger projects are updated every 3 to 4 weeks (or upon the Admin's request.)  
Click here to see an example of a Results Page using the WFN Results Tool.  (Use the right scroll bar to scroll down to see all results.)
 
Option 2:  Project Administrator updates the Project's Results Page in one of these 2 ways:
1.  USING THE WFN RESULTS TOOL  WFN will give you access to the WFN Results Tool to update your project's Results Page.  
  • The WFN Results Tool™ lets you update your project’s WFN Results Page in minutes, automatically bringing in new results, sorting by haplogroups and matches, yet still allowing you to change groupings, delete kits, or add information.  You do not have to save a spreadsheet and upload it when you use the WFN Results Tool™
  • Guide to Using the WFN Results Tool
  • Frequently Asked Questions:  WFN Results Tool
  • To request access to the WFN Results Tool, please click here to send an email.  
2.  USING YOUR OWN SPREADSHEET:  You can create and upload your own table for your results.  Here is some information that will be helpful. (We do not recommend trying to use the "edit' tools to create the table on the results page.)

BULK EMAIL FOR RESULTS:  When you have updated the yResults Page, use the “Bulk Email” on your GAP at FTDNA to email your project members that you have updated the results page. (Sample email.)