Guide for Administrators: Posting Results on Your Project's Results Page

 The Results Page is the most-viewed page on any project website.

Posting the results, organizing and displaying them to give as much information as possible, and notifying the project members of new developments are very important parts of the Project Administrator's job.

Worldfamilies  will help you as much as you need until you feel ready to take over this task. The Upload HTML File makes it so easy to use that you may want to take on this task yourself.

Try uploading your spreadsheet, saved as an HTML file -even if you make a mistake, we can put the Results table back correctly!

Project Administrators:  If you would like us to send an Excel Spreadsheet for the Results table for your Project, please click here to request the spreadsheet (Sorry, we can only send the spreadsheet to project administrators and co-administrators.)

We encourage you to try updating the Results Page yourself, as it will be updated more frequently than we can do it, and you will have hands-on experience that will help you become more familiar with the project.  World Families can help you as much or as little as you want.  And, if you make a mistake with the results sheet, we can always get it back for you.  

Here are some tips that will help you deal with the results for your project.: 

 Collecting the results to add to your project's Results Table:  (Using the Project GAP [Group Administrators Page] at FTDNA--If you use the Dashboard for Project Administrators at FTDNA, the process will be done differently.)

 [Please use Internet Explorer for your browser when you go to FTDNA to copy the results, as they will not copy and paste properly with Firefox.]

• FTDNA will send you a notice whenever new results are available for your project.
  

• Open the Excel Spreadsheet for your project's results. 
• Open the GAP for your project on the FTDNA website. (Be sure to use Internet Explorer for your browser)
• If you have been subgrouping the results as they came in, go first to the "Generate Y-DNA Results (Classic) and click on "Copy and Paste"
  • Look down to see if there are unassigned results, as this will pick up any transfers into the project.
  • If so, copy and paste the new results onto the bottom of your Excel spreadsheet for Results. 
  • If you are using the World Families header, paste the results beginning in the column under ”kit". 
• Next, go to "Received Lab Results" to see what results have come in for your project since the last time you updated the spreadsheet.  Make a note of these, as some of them may be upgrades to results you already have. (Disregard results for mtDNA tests, but watch for "clade" or haplotype tests.
• Next,  Go the the Family Tree DNA GAP (group administrator's page) and click on "Members Subgrouping".
  1. You can use this tool to group members by haplogroup, Lineages, or just add the subgroup "All" to place every member in the same group.
  2. The purpose of the subgrouping is two-fold:
     1. it allows you to group the results for the project on one of the results charts at FTDNA for easier copying onto your results spreadsheet
     2. it will allow the "Most Distant Relative" to appear with the project member's results on the “Generate Y-DNA Results (Classic)” page

  3. To include a new or unassigned member in a subgroup, click on Members Subgrouping.  We usually simply group all the members of the project into the same subgroup "all" , as a quick way to get each member into a sub group, as FTDNA doesn't display Earliest Known Ancestor in the results if the member is not in a subgroup.  To place a new member in the 'all' subgrou:.  Click on "Select" under "Manage"/  The next page will show you all the group members in the "all" group and below that are the new/unassigned members.  To add a new member to the group, click on "Add" by his name, and he will then be included in the subgroup.  (You will have to go to the "Download for Excel" under the "Classic" results or to the "Generate Y-DNA REsults (Colorized"" in order to get the Earliest Known Ancestor with the results. ) 

  4. You can take the time to create several subgroups according to haplogroups and then sort the members into the correct haplogroup.  Then the results will appear on the FTDNA results page already grouped into hapologroups.  We just do this on the Excel spreadsheet, but it works either way. 

:

• Copying and Pasting the Results 

  • Click on “Generate Y-DNA Results (Classic)”

  • Click on "Download for Excel"

  • Copy the results from the FTDNAS page, but not the header. 

  • Pasting the results into your Excel spreadsheet

    • If you are using the World Families header, paste the results beginning in the column under ”kit".
    • Look for new markers and haplogroups that have been added as upgrades, using the list you made from the "Received Lab Results" page.  .  
    • Begin organizing the results into the appropriate haplogroups, lineages, or "unassigned" groups.
      • Move the new results at the bottom of the page into the correct haplogroup by highlighting the row, then right click to "cut" the row(s)
      • Place your curser on the line where you want to insert the row(s) and right click and select "insert cut cells".
      • World Families is no longer assigning code identity numbers to project members in the projects we administer.  We feel that using the kit number and Earliest Known Ancestor provides enough privacy, and avoids some confusion.  We will continue to use code identity numbers and kit numbers for members for whom they were already assigned, but will not be assigning them from February 2009 onward.  The Administrator can make his own decision about using code identity numbers for project members.  You can either use the column for ID or delete it.
        
• Organizing the table and adding information as needed.
  (To see an example of a Results Page, take a look at the Bentley Project’s Results Page: http://www.worldfamilies.net/surnames/bentley/results
  • Now that the results are grouped by haplogroup, begin looking to see if you have any matches.
    • FTDNA has a color code for those whose haplogroup is estimated (red) and those who have been SNP tested to determine the exact haplogroup (green).
    • Always group by haplogroup.  If two men do not have the same haplogroup, they cannot match.
    • R1b Haplogroup:  For many projects, most of the results will be in the R1b haplogroup. 
      • R1b1 is the most frequently occurring haplotype among males of Atlantic European descent.  Because there have been so many males tested with this R1b1 haplotoype, scientists have been able to determine that certain numbers are consistently found at certain markers on the yDNA strand.  This would presumably be the yDNA result for the common ancestor of all males of the R1b1 haplogroup, so this has become the standard result against which all R1b1 results can be compared.  . The full name is Atlantic Modal Haplotype. 
      • We use the Atlantic Modal Haplotype as a way to quickly compare all R1b1 results, and we use a color code to show that the specific marker for the result we are posting is 1 more than the modal, 1 less than the modal, 2 more, 2 less, etc.  The color coding helps us to quickly see a match and to pull out those results that belong in a lineage.    The spreadsheet we send you for your project's results already shows the Atlantic Modal Haplotype for R1b and the color coding key. 
    • Other Haplogroups: 
      • In general, group together the men who share a match or a near match. Color their results cells in a common color, and color each mutation with a contrasting color.
      • Each result will be entered on a single row. (You can use the command “Insert” “Row” to create a new row where you need it)
    • Lineages 
      • Each time you post results, evaluate the page again to see if a Lineage has developed
      • A lineage is declared whenever two project members match at 23/25, 33/37. or 61/67 or better.
      • Indicate the lineage in the way you post the results, placing the results together, coloring them the same, showing mutations in a different color, and heading the group with the ancestral haplotype
      • The ancestral haplotype is the row of marker counts at the top of the Lineage, on the same line as the title "Lineage".  We infer that this would be the yDNA results for the common ancestor for this lineage, by showing the count at each of the markers as shown for his descendents in the lineage.  When the count at a specific marker is split fairly evenly, we put a question mark at that marker for the ancestrol haplotype, as we won't know what count is dominant until more members of the lineage are tested
      • A 12-marker results that matches a lineages can be shown under the lineage as a “Possible Lineage _” You will probably recommend to the project member that he upgrade to more markers to see if the match holds up.
  • Earliest Known Ancestor (EKA)--
    • If you copied from "Generate Y-DNA Results (Chart with Mutation Colorization)" you will already have the "Earliest Known Ancestor" for those who have provided it.  This will appear in parentheses after the project member's name.  Delete everything except the ancestor's name inside the parentheses.
    • If the EKA is not listed there, you can sometimes find his pedigree on the Patriarchs Page by comparing email addresses.  If you can't find it, email the participant to ask him to send it to you and to post his pedigree on the Pedigree Forum.
    • When there is no EKA, we shorten the listing to initials and surname. Some admins will remove the participant's name entirely and put “EKA not provided” or a similar statement.
  • Change the last update date at the top of the page

  • Before you save and upload, check that you have 

    • centered all numbers

    • removed the full name of participants

    • widened columns to prevent word-wrap

    • used the “border” tool to outline each cell

    • Deleted any extra rows below your table. 

    • Deleted an extra columns to the right of your table.

  • Save the spreadsheet to your computer as an .htm or .html file.  Remember where you saved it so you can find it again

For Excel 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"
  

For Office 2007 or Excel 2007, one of these methods will enable you to save as an .HTM or .HTML file
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.  Try these methods and see which one works for you. 

• Method 1
  • 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)
  • Name your spreadsheet and save
• Method 2 Office 2007
  • Select “Save as a web page” 
  • In next window,  place right above the publish button says "Save: Entire Workbook" or "Republish Sheet”
  • Select "Republish Sheet"
  • Instead of hitting the save button, hit the publish button. 
  • The saved file will upload.
• Method 3 Excel 2007
  • Click on the round button at the top left-hand corner.
  • Mouse over “Save as” button and move the cursor to the right to the drop-down box; select Excel 97-2003 Workbook; save a copy of the workbook that is fully compatible with Excel 97-2003. 
  • Name your spreadsheet and save. Don't select any other "type" in the lower box; leave it as is
  • Open this new spreadsheet and save it as a web page.  Entire Workbook (default)
  • Save as type: Web Page
  • Publish.
  • In the pop-up box, Publish 
  • The spreadsheet saves as HTML and this version fully loads on the y-results page. 
• Method 4--step-by-step instructions from an administrator:  
  • Click on the round button at the top left-hand corner
  • Mouse over “Save as” button and move the cursor to the right to the drop-down Box; select Excel 97-2003 Workbook; save a copy of the workbook that is fully compatible with Excel 97-2003.
  • Name your spreadsheet and save.  Don’t select any other “type” in the lower box; leave as is.
  • Again click on the round button at the top left-hand corner
  • Again mouse over “Save as” button and move the cursor over “Other Formulas” and click.
  • In the “Save as type:” box access the Pull Down menu at the right and find and click on the “Web Page” option (not the “Single File Web Page” option).  Make sure that the file extension in the “File name:” box above changes to “.htm”.  If not you should change it to “.htm”.
  • Now click the “Save” button.  A box may appear that says some features may not be compatible with Web Page.  Do you want to keep ....?  Click Yes.
  • Again click the round button and select “Other Formulas”.  Observe that the file name comes up with the extension “.htm” and the Save as type is still Web Page.
  • Now click the Publish button.  A “Publish as Web Page” box will pop up.
  • Leave the top “Choose” box as “Items on Modals”.  Note the storage directory and that the file name is now “Page.htm”.
  • Click the Publish button.  The Page.htm file is the one that you will upload.
  
  

•  Uploading your file to the Project web page
  • Go to your project's web page, logged in as project administrator.
  • 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"
  • The file will appear on your website page.
  • Note:  If your file doesn't upload
    • Try uploading the same file again, as it may work when you try again.
    • You may need to click "Edit" button, and change the "Edit Choices" to "Choice 1: Your custom Text" or Choice 2, Custom Text in a frame.
    • You may need to re-save the file as han HTML file, using the methods above.

• We recommend using Ariel, 8 pt. for the entire spreadsheet, as this displays well.
• We discourage putting the marker labels "horizontal"- as that really widens your table, disrupting viewing

• We recommend that you 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.   Alternately, you can prepare your file with any software—the important thing is that it is an html file.

• We recommend you 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.

• Do not try to "Edit" the spreadsheet in the editing box on the web page.  You will lose your formatting.  Instead, make all your changes on the saved Excel spreadhseet, resave the file, then upload it again.

• 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 Results table you save as an html file and upload to the page 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. 

 Bulk-email your Project Members. Let your project member’s know that you have updated the results page.

• Use the “Bulk Email” on your GAP at FTDNA to send the email.
• This brings members back to the website and stirs interest
• Project members may have information that will help you interpret the results
• Project members may decide to upgrade or recruit a new member to clarify results.
• Project members may provide your with their EKA and pedigree.
• A sample email is provided at this link: http://www.worldfamilies.net/resultsmessage
  

Common Problems with Posting Results:

• When I upload my file, the Results Page comes up blank.
  • Try uploading the same file again, as it may work when you try again.
  • You may need to re-save your table as an html file, by using one of the methods above
  • Click the "Edit" button and make sure your have chosen "Choice 1" or "Choice 2" as your editng choice.
  • There are weird symbols showing up on the page when I upload my HTML file.

  • If you have used the space bar to create extra spaces on the page, these spaces may show up as a symbol on the uploaded web page.  Use the tab key or the “Increase Indent” tool to create spaces, and avoid using the space bar except between words

• There is no Earliest Known Ancestor for some of the project members.

  • Shorten the listing to initials and surname. (Some admins will remove the participant's name entirely and put “EKA not provided” or a similar statement.)

  • You can also look on the pedigree forum or Patriarchs page to see if you can correlate pedigrees with the test results. You can sometimes deduce the test results that go with a pedigree by looking to see if the email address given matches that of a project member.

  • Email the project member to ask him to submit his EKA and to post a pedigree on the forum.

•  The formatting goes crazy when I upload

  • If you have saved it correctly as an html file, you may try re-formatting the spreadsheet:

  • We discourage putting the marker labels "horizontal"- as that really widens your table, disrupting viewing

  • We recommend using Ariel, 8 pt. for the entire spreadsheet, as this displays well.

  • We recommend you 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.

  • Do not try to "Edit" the spreadsheet in the editing box on the web page.  You will lose your formatting.  Instead, make all your changes on the saved Excel spreadhseet, resave the file, then upload it again.

• There are weird symbols showing up on the page when I upload my HTML file. 

• If you have used the space bar to create extra spaces on the page, these spaces may show up as a symbol on the uploaded web page.  Use the tab key or the “Increase Indent” tool to create spaces, and avoid using the space bar except between words

 

Note: This guide has been written for Surname Project Administrators who are managing a Family Tree DNA project on free websites provided by WorldFamilies.net. However, any Administrator may use this information to help them run their project on any website - at any testing company. If you are project admin and need a website for your project, let us know.