Posting Pedigrees to the Patriarch Page:

Detailed steps for posting pedigrees using the text editing box and the toolbar,  

and the style we use on the Patriarch Pages at Worldfamilies.net 

  

  • Before you begin
    • You must be logged in as Project Administrator. 
    • Paste a copy of the page in a Word document and save it, just so you have a backup copy if the worst happens and you lose the page.  (Control-a to select the Patriarch Page, Control-c to copy it)
    • Open the Patriarch Page in two different browsers (for example Internet Explorer and Firefox), so you will be able to look at the published page in one browser while you make the edits in the other. This will help you put the page back if you lose anything in the edits and also see how it is displayed on the published page. When you complete the edits, refresh the extra browser to see if the page displays well in both browsers.
    • Only edit a small amount at a time. Do a few edits, then “Save”, then do a few more, then “Save”. The editor can handle a few at a time better.
    • Bullet points are the single biggest issue with formatting, so you may want to change to numbering for the generations.  
  • Copy the pedigree from the Pedigree Forum (or from the email, if you received it that way): 
    • Go to your surname's Pedigree Forum to find the recent posting(s) that has not been posted to the Patriarch page.
    • Copy (control C) the posting from the Pedigree Forum (or the email)
  • Paste the pedigree on the Patriarch Page:
    • Go to your project's Patriarchs Page, click "Edit" (It may take a few seconds for the editing page to open.)
    • Be sure you have chosen "Choice 1. Your custom text" or "Choice 2:  Your custom text in a frame" as your "Edit Choice"
    • The current Patriarch Page will appear in the editing box as it appears on the web page.
    • Select the correct place for the new posting in chronological order by the first ancestor in the pedigree.
    • Go to the last line of the pedigree that should be just above your new posting, put your cursor at the end of that line and hit Enter.
    • A bullet point will appear.  Use the Decrease Indent tool to move the bullet point to the correct place to begin your new posting.
    • Place the cursor next to the bullet point. 
    • Paste (control v) the new pedigree on the page
    • If you are having trouble with the placement of the pedigree or using the bullet points, click here for some tips.
  • Edit the Pedigree
    • “Select” the entire new posting by highlighting it by holding down the button on your mouse while you scroll over the material. While the material is highlighted:
      • Change the color of the text to teal by clicking on the “A” in the middle row of the toolbar across the top of the page and selecting teal. (4th row from the bottom, 4th row from the right
      • Change the type size to “3 (12 pt)” (click the arrow to the right of the box labeled "Font size")
      • Change the font to “Arial”    (Click the arrow to the right of the box labeled "Font family")
    • To indent each line after the first line:
      • Place your cursor at the end of the first line.  Use delete to bring the second line up to the end of the first.
      • Place your cursor just to the left of the name on the second line.
      • Hit enter. This will give you a second circle just under the first.
      • Click on the symbol “Increase Indent” (right end of middle row of tool bar-- symbol is horizontal lines with an arrow pointing to right) to move the second line into the correct place.
    • Use the same procedure for each line of the pedigree.
    • Continue through the generations of the pedigree, stopping at a birthdate of no later than 1910.
    • Note: if you have a pedigree with siblings listed, you will not “increase indent” with each one, as they are of the same generation and will have the same symbol.
    • As you post the pedigree, you may need to post an earlier generation after you have posted later generations: To do this, do exactly the same steps, except instead of “Increase Indent” you will click on “Decrease Indent” (the symbol to the left of “Increase Indent” with arrow pointing left).
    • If you are having trouble with the placement of the pedigree or using the bullet points, click here for some tips.
    • For information of the most commonly used tools, click here. 
  • To post the contact information for the provider of the pedigree
    • Go back to end of the first line, type a dash, then type or paste the name and email address of the person who provided the pedigree. (The email address can be found by clicking on the envelope under the person's name.)
    • Change the color of the text to black
    • Change the @ to AT to help prevent spammers from “harvesting” email addresses from the site.)
  • Linking the Patriarch page to the Pedigree Forum. (Often there is more information given on the Pedigree Forum than can be posted on the Patriarch page. It is helpful to provide a link from the posting on the Patriarch Page to the complete posting on the Pedigree Forum.)
    • Go back to the Pedigree Forum Page, and copy (control C) the url (address) for the page.
    • Return to the “Patriarch” page at the website, still open to the edit box (Do not close or you will lose your edits.)
    • Highlight the name of the earliest ancestor
    • Click on the chain symbol (Insert/Edit link) in the middle row on the tool bar.
    • Paste (Control V) the url from the Pedigree Forum page in the blank for url and click OK.
    • Highlight the name again, click on the AA symbol on the toolbar, change the color to dark gold (fourth row from bottom, third row from left), then bold it by clicking on the B in the toolbar while the name is still highlighted.
  • Correlating the pedigree to the test results
    • If you know the kit number of the member who is posting the pedigree, you can put it after the last line of the pedigree on the Patriarch page in bold red. (If you learn it later, you'll want to add it, as it is the correlation of dna results to pedigrees is really important)
    • Sometimes you can deduce the kit number of a pedigree posting by looking to see if the email address of the pedigree poster matches the email address of a project member who has been tested. 
    • When you are satisfied with the posting, scroll to the bottom of the page and click on the button Save and Publish.
    • After you have “Saved and Published” the Patriarch Page, take a look at the Results page to see if you need to add the earliest known ancestor for a test result there, based on the pedigrees now posted on the Patriarch Page.
    • Notify Project Participants that a Pedigree has been posted on the Patriarch Page
    • You can let your project member know his pedigree has been posted by clicking on “reply” at the bottom of his posting on the Pedigree Forum Page and posting a note to him, or sending him a personal email by clicking on the envelope symbol under his name.
    • You will probably want to send a bulk email through your GAP at FTDNA to let project members know that a new pedigree has been posted.
    • Click here to see a sample email.
  • Need more help?  Click here for answers to some common problems.
  • We strongly recommend you use the Upload HTML file feature for this page if you have a lot of text, as the editing tool on the website does not easily save and display a large amount of text on one page, and you can sometimes lose your formatting..