Guide to Using the WFN Results Tool

 
      
Key Concepts to Know Before You Begin Using the WFN Tool   
        


      Quick Start Guide: Using the WFN Results Tool

 

                                   
    Detailed Guide: 
Using the WFN Results Tool
 


            Frequently
Asked Questions:  WFN Results Tool 
 

 
               Explanation of Tabs and Right Click Tools
 

Key Concepts to Know Before You Begin Using the WFN Tool
  • While you can change the data inside the table and move results within the Results Table, you cannot change the format of the table. (adding columns, etc.)
     
  • KIT NUMBERS are required:  WFN uses the Kit Number to identify data for each yDNA test result. 
     
  • The Tool merges data from your project's FTDNA GAP with the info already published on the WFN Y-Results page (including non-FTDNA results the Project Admin has added--so these results will still appear.)
     
  • The Tool uses these rules to get information for Earliest Known Ancestor:
    • Information from FTDNA is used if it exists. (Project member supplies this under "Most Distant Ancestor")
    • If there is no information at FTDNA, the Tool uses the information displayed on your current Results page at WFN.
    • If there is no information at either FTDNA or WFN, "not provided" is used in the blank for Earliest Known Ancestor.
    • The information will revert to whatever is posted at FTDNA again with the next update, so to make a change permanent on the Results Page, change the information at FTDNA.
  • Project ID numbers (the identifying numbers some Admin give to project members as they join the project) are optional.  If you are not using ID numbers, you can choose to put nothing in the column or you can populate it with any data you choose – but it will continue to be named “ID”
     
  • If the Tool does not pull the information from your existing uploaded spreadsheet into the "Pre-Merge" page, check your saved spreadsheet .mht or .htm file that is currently displaying:
    • Your KIT NUMBER column must have “Kit” as the label
    • If you use Project ID numbers for your members, that column must have “ID” as the label.
    • You must add the KIT NUMBERS if you have not been using them.  Put them in a column to the left of the EKA in a column labeled "Kit".
    • If you have added special features with extra programming to your spreadsheet, you may need to remove the extra programming, then save and upload the spreadsheet again.
    • When you have made these changes, re-upload your adjusted and saved spreadsheet to the Y-Results Page.
    • Use the WFN Results Tool again to see if it will now scrape your existing data at WorldFamilies into the pre-merge page.
  • If you have tried these steps and are still having trouble getting your existing data to scrape (be included in the information used on the Pre-Merge Page of the Tool)
    • You can manually add any data not coming from the WFN data feed to complete your new results table.
    • Or, you can send us an email to ask for help.  Click here to send an email to WFN.
  • Use “Save/Recalculate” whenever you manually imput or modify data on the “Merge” Page.
     
  • For Projects with 70 or fewer members:  WFN automatically updates overnight when there are new results for projects with 70 or fewer members (When WFN has the Results role).  We suggest that WFN retain update responsibility for these projects.
    You will still be able to use the WFN Results Tool whenever you want and to make adjustments at any time.

     
  • For Projects with over 70 members:  We manually trigger an update and verify Lineage assignments on large projects with more than 70 members when WFN has the Results Role.  We try to keep the results updated about every 3 weeks.  You can either let us continue to do that (with your having the ability to use the WFN Results Tool to make adjustments at any time) or you can take over the updates entirely.  Just let us know so we're in sync with you. 
     
  • You can update results any time you choose and as many times as you wish.
     
  • If you would like to continue to display your present spreadsheet on your project's website and also use the WFN Results Tool for your Y-DNA Results page, you can upload your spreadsheet to another page of the project's website that is not being used (such as Discussion, mtDNA, or Join).

Quick Start Guide to Using the WFN Results Tool
  1. Access the Tool

    1. Log into www.worldfamilies.net with your project administrator username and password.
    2. Go to your project’s Results Page.
    3. Click the link “Y-DNA Results Tool” at the top of the page.
  2. Pre-Merge View will appear:  (If the data from your existing project does not appear, click here.)

    1. New project members’ results will show on a green background.
    2. New marker results added to existing members’ results will show on a yellow background.
    3. Make a note of kit numbers that have had new results added since the last update.
    4. Add the ID number in the left column if you wish to use project ID numbers.
    5. Evaluate the proposed information that is on the "merged" line to make any changes you prefer.
    6. Click “Merge Data
  3. Merge Page will appear:

    1. Evaluate the presentation to determine if you need to add information or make changes.
    2. Be sure to click "Save, Recalculate" after you make any changes.
    3. You can add the earliest known ancestor, if known or if different from what appears, by deleting the text in the box and typing correct information.
    4. To make changes in Lineage Assignments, you must place cursor on the kit number and right click to see available actions.  (See Explanation of those options below)
    5. You can change the names of any Lineage by deleting the text for the Lineage name and typing in your own title.
    6. Click “Save/Recalculate” to save any changes you have made.
    7. When satisfied with the table, click “Preview (Does Not Publish)”
  4. Preview View shows the table as it will appear on the Results Page when published.

    1. If you want to make changes, click “Back” to go back to the Merge Page.  If you make changes:

      1. Be sure to click “Save/Recalculate” to save any changes you have made.
      2. Click “Preview (Does Not Publish)” again
    2. If you are satisfied with the presentation, click “Publish”
  5. Publish”—you want to post the table to the website’s Results Page.

    1. You will be asked “Are you sure…?”  Click OK.
    2. The Results Table will now appear on the project’s Results Page.
    3. Send a bulk email to project members to let them know of the update and include the kit numbers of the new results.

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Detailed Guide Using the WFN Results Tool
  • Access the Tool
    • Log into www.worldfamilies.net with your project administrator username and password.
    • Go to your Project’s Results Page.
    • Click the link “Y-DNA Results Tool” at the top of your project's webpage.  Note: if you are authorized to run the Tool on more than one project, you can change your selection in the surname box.
  • “Pre-Merge View” will show all of the most recent project result info from FTDNA for each kit  and the information last published at WorldFamilies.
    (If the data from your existing project does not appear, click here.)
    • There are 3 rows for each project member’s results
      • FTDNA— Earliest Known Ancestor info comes from FTDNA Kit Page’s “Most Distant Ancestor” field.  Haplogroup and ySTR (marker) results are what FTDNA reports to the administrator
      • WFN—info pulled from the last published WorldFamilies Project website Results Page (Note: if you do not see the WFN data and every kit is a green row – STOP and contact us for help)
      • Merged— Tool’s default choice – based on our Rules.  You can accept or edit this choi
    • Color Code:
      • New project members to the Results table will show on a green background
      • Info that exists at either FTDNA or at WFN, but not at both, is shown in yellow.
      • A kit with new additional results will have only the new marker results shown in yellow
    • Edits you can make on this screen: (or you can wait and do it on the next screen)
      • Add an ID in the first column if you use Project Numbers (optional)
      • Add a missing haplogroup (or edit a Haplogroup)
      • Edit or add an Earliest Ancestor (Note:  the FTDNA Kit Page’s “Most Distant Ancestor” is the default and will be shown in the merged field each time the Results are updated)
      • Add a missing marker result value
    • Suggested Actions
      • Scroll to the bottom of the page, scroll to the right, and then scroll up to check for new info
      • Make a note of which kits have new info - for your update email to the project members
      • Results for any member who has left the project at FTDNA (and results that were added manually) show at the bottom of the page. 
        • They are in the WorldFamilies data set, but are not being reported by FTDNA. 
        • If you wish to hide or permanently remove them from the project results – that action will be done on the next screen
      • Please remember that changes that you want to be permanent (such as Earliest Known Ancestor) will need to be made at FTDNA, as the information there will override your changes the next time the results are updated.
      • When you are satisfied that the information you want is displayed on the "merged" row, you are ready to move on.
      • Click:  “Merge Data”
  • “Merged Data” View resembles the finished table you will publish.  You manage assignments on this screen
  • Haplogroup:
    • Tool first groups Project members by Haplogroup (i.e. E, I, J, R1a, R1b, T, …)
    • Kits with no Haplogroup assignment from FTDNA as yet can have their Haplogroup manually added.
  • Haplogroup Profile:
    • These are the markers shown on the same line as the heading for the "Haplogroup - No Match yet in the Project".
    • These Profiles were created as a reference by WorldFamilies for each haplogroup.
    • Generally, the marker number is the most common value in the Haplogroup for each marker. 
    • We use this Profile as a way to compare each result against a “standard” so that we can mark the variations and then group results that have matching markers.
    • Haplogroup Profile color--Markers matching the WF Haplogroup Profile show in the base color for the Haplogroup  (there is no particular meaning for this color – it is a background and simply identifies the most common value for the marker in that Haplogroup)
    • Kits without a Haplogroup Assignment will not have markers colorized
    • Variation from Haplogroup Profile: Markers are colorized by comparison to Haplogroup Profile.
  • Lineages: Sorting into Lineages is the second in the Tool’s assignment operating sequence, but the most important grouping. 
    • Members of a Lineage share a common ancestor in the Surname Era.
    • Lineages are numbered in sequence within each Haplogroup
    • Apparent Ancestral Profile (AAP):
      • The values shown in the row with the Lineage Name (i.e. Haplogroup R1b, Lineage I)
      • These are the probable values of the Most Recent Common Ancestor (MRCA) of Lineage
      • Shown as “?” when there is uncertainty for Apparent Ancestral Value for a marker. (Must have more than 3/4 of the members of the Lineage showing the same value at that marker to avoid using a "?")
    • Comparison:
      • For a Two-Man Lineage, comparison is “Head-to-head” between the two men.
      • For more than 2 men, comparison is against the Apparent Ancestral Profile
      • Matching Guidelines:  uses WF analytics - generally within 10% of AAP.  Approximately
        • 23/25
        • 33/37
        • 61/67
      • "Possible Lineage"—
        • Project Members with only 12 markers.  Should be only one step from AAP.
        • Project members with more than 12 markers, but slightly outside of Matching Guideline.
      • A manual review is suggested
        • for the "Possible Lineage" kit results
        • to review
          • Differences at Marker 389
          • Differences at Marker 464
          • Multi-step differences at any marker
          • recLOH (doubling at multi-markers)
      • Suggestions in “Possible” category are highlighted in yellow when more than 12 markers – as you should review each of them.  These are in the "gray zone" for the rules used by the Tool.  (Yellow highlight doesn’t show when you publish)
      • Kit Numbers highlighted in red have a “forced” assignment.
      • Always run “Save/Recalculate” after forcing an assignment. 
  • Explanation of Mutation Colors - We use color-coding to mark the mutations from the Haplogroup Profile.  Markers that match the Haplogroup Profile are shown in the Haplogroup Profile color, while the mutations are marked using our color-coding: 
  • Explanation of Tabs and Right Click Tools on WFN Results Tool (See chart below)
Tabs Across the Top of the "Merged" Page
Action
Detect New Lineages
Forces tool to find Lineages—use "Detect New Lineages" to un-do your work after you have reset a Lineage and you want to move the kit back where it was.  
Reset Lineages
Not ready for use yet—Do not use.
Show Deleted Kits
"Show Deleted Kits" shows any kits hidden from Results page but still in project data.  Right click on a kit to get assignment choices
Edit Lineages
"Edit Lineages" shows the Lineages in the Project and how many kits are in each lineage.  Delete any Lineage no longer in use by right clicking on Lineage.  You can also rename the lineages by deleting the title and typing in your own title.  Click “Save” before you leave this screen.

Add New Kit

"Add New Kit" lets you add results for a kit not in the project at FTDNA.  Manual entry required until we get copy/paste to work properly.  Be sure to click “Save” after entering the results.

Save/Recalculate

Very Important:  Always click "Save/Recalculate" tab after making any changes to save your changes.

Preview (Does Not Publish)

"Preview" shows how the finished table will look on the Results Page.

Publish After clicking "Publish", you will be asked “Are you sure you want to make this the public version of your results page?”.  Clicking OK will publish the table to your project’s Results Page.

Right-Click on Kit Number to see these Options
 

Action

Always click "Save/Recalculate" after making changes.
You can make all your changes, then click "Save/Recalculate" before clicking "Preview"

Assign to Lineage

"Assign to Lineage" moves this kit into the Lineage you choose in the options of the lineages listed.

Assign to Possible Lineage

If it is a 12 marker test or is outside the matching guidelines, click"Assign to Possible Lineage", then choose the Lineage which it may match.

Auto Assign to a Lineage

Not ready for use yet—Do not use.

Un-Assign Lineage

Click "Un-Assign Lineage" to Move kit out of the lineage into the “unassigned” category.

Use as a Lineage

If you find 2 kits that you want to group together as a lineage, right-click on the first kit number and choose "Use as a Lineage".   After you have named the Lineage and moved the first kit into it, you can then move the other kit into the lineage by right-clicking and choosing "Assign to Lineage", then select the Lineage you just created with the first kit. 

Be sure to click "Save/Recalculate" tab after making the change.

Reset Colors to Default

Not ready for use yet—Do not use.

Delete kit

Clicking "Delete Kit" hides the kit so that it does not display with published results.

Permanently delete kit

Clicking "Permanently delete kit" removes a kit from your data set if the kit has been removed at FTDNA.

 

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Frequently Asked Questions:  WFN Results Tool


How do I access the tool?
Log in a www.worldfamilies.net using your project admin’s username and password, then go to your project’s Results Page.  Click the link “Y-DNA Results Tool” at the top of the page.

What if I have more than one project at WFN—how do I update specific results?
If you are authorized to run the Tool on more than one project, you can change your selection in the surname box.
 

What if the Tool does not pull the information from my existing yResults page uploaded spreadsheet?
  • Make sure that your Kit number column has “Kit” as the label
  • If you use Project numbers, make sure the column has “ID” as the label
  • If you are not using kit numbers, they must be added in a “Kit” column and your spreadsheet then re-uploaded  for the WFN Results Tool to scrape your existing data at WorldFamilies
  • If you have extra programming in your spreadsheet, you may need to remove it, then upload the spreadsheet again.
  • If you have trouble getting your existing data to scrape, ask us for help – or you can manually add any data not coming from the FTDNA data feed to complete your new results table

Why are there 3 rows in the first view I see of my project’s results when I use the tool?
  • The first row comes from the FTDNA website and includes the Most Distant Ancestor that the project member entered on his personal page. 
  • The second row is the information pulled from the World Families project website’s Results Page
  • The third row is a merge of the information based on WFN’s rule.  You can change this choice.

I don’t see 3 rows on the first page—there is no WFN data and every row is green.  What do I do?
Stop and contact WFN for help—the tool is not pulling in all the data. 
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What does a row with a green background mean?
Green denotes that these are the results for a new project member.

What does a row with a yellow background mean?
Yellow denotes that these results exist at either WFN or FTDNA, but not both.

How can there be results at only WFN or only FTDNA, but not both?
Sometimes WFN Results Pages have results from another company that were added by the Project Admin.
Sometimes WFN Results Pages have results for project members who have since left the project.
New results added to the project at FTDNA since we last updated the Results Page do not yet appear on the WFN site.

Why do some results have only the last markers results marked in yellow?
The yellow marker results are those that are additional results added for that kit since the last update.
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How can I add an ID number, a Haplogroup, an Earliest Known Ancestor, or a missing marker value to a kit?
You can add the information on the “merged”screen.  After adding the information, click the tab “Save and Recalculate”. (You can also add the information of the first screen in the third “Merged” line.)

How do I remember which kits have new results so I can send a bulk email listing them?

Make a note of the kits with new information (the green and yellow markers) before you hit the “Merge Data” tab.

What happens when I click the “Merge Data” tab?

The merged date view resembles the finished table, but you have the ability to change information and regroup the results as you wish on this screen.

Why are the Haplogroups given different colors?

Markers matching the WF Haplogroup Profile show in the base color for the Haplogroup  (there is no particular meaning for this color – it is a background and simply identifies the most common value for the marker in that Haplogroup)
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Why do some kits have no markers colorized?

Kits without a Haplogroup Assignment will not have markers colorized.

What is the Haplogroup Profile shown across the top of each Haplogroup?

The Haplogroup Profile was created as a reference by WorldFamilies for each haplogroup.  Generally, it is the most common value in that particular Haplogroup for each marker.

Why are the variations for the Haplogroup Profile shown in different colors?

We use a color code to mark variations from the Haplogroup Profile as an easy way to spot kits that have the same differences from the Haplogroup Profile (they “match” and become a Lineage.)  For example, markers that are 1 more than the profile are colored blue, while those that are 1 less than the profile are colored peach. 
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How is a lineage determined?

The tool uses WFN guidelines:  the results must match at 23/25, 33/37, 61/67 or better to be assigned to a lineage.

What is the Apparent Ancestral Profile?

The marker values shown in the row with the Lineage name are the probable marker values for the Most Recent Common Ancestor of the Lineage.

How do you create the Apparent Ancestral Profile?

For a two-man lineage, the comparison is head-to-head, so that the common marker numbers become the number for the Apparent Ancestral Profile.  When the two men have different values at a specific marker, the tool puts a question mark in the row for the Apparent Ancestral Profile.  As more results are added to the Lineage, the most common marker value can be established and will be placed in the row for the Apparent Ancestral Profile. 
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Why are some results put in the “Possible Lineage” category?

Project members with only 12 markers who match the Lineage Profile by 11/12 are identified as “possible” as 12 markers is considered too few to confirm a lineage.  Project members who have differences slightly outside of the Matching Guidelines may also be placed in the “Possible Lineage” category.

What do the tabs across the top of the Merged Data page mean?

Detect New Lineages—under construction
Reset Lineages—under construction
Show Deleted (Hidden)Kits—Kits not displayed on the Results Page, but still in the project.
Right click on the kit number of the hidden kit to assign the kit to a lineage or undelete (hide) the kit.
Edit Lineages—Show you the lineages within the project and allows you to rename them or to delete a lineage
no longer in use by right-clicking on the lineage name.
Add New Kit—allows you to manually enter a new kit’s results.
Save/Recalculate—Important—always click this tab after you have made any changes to the page.
Preview (Does not Publish)—Click this tab when you think you have everything right—you will still have another chance to inspect the page and make changes.

How do I change the Lineage assignments?

Place the cursor on the kit number or earliest ancestor of the kit and right click.  You will be given choices to assign to a lineage or a possible lineage, auto assign to a lineage, use as a lineage, or un-assign to a lineage.

How do I delete a kit from the results page?

Place the cursor on the kit number or earliest ancestor of the kit and right click.  Among your choices are “Delete Kit” (hides kit so it is not displayed on the Results Page) or “Permanently Delete Kit” (use if kit has been removed at FTDNA).
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What if I don’t like the table as it appears on the “Preview” page?

Click the “Back” tab at the top of the screen, and you will be able to further edit the table.

What happens when I click the “Publish” tab?

You will be asked if you are sure you want to make this the public version of your results page.  Click OK and the Results Table you have created using the WFN Results Tool will appear on the Results Page of the project’s website.

What happens if I find a mistake after I’ve published the table to the Results Page?

Just click the “Y-DNA Results Tool” tab again and go through the steps to correct any errors.  Then publish the page again.

I'd like to use the WFN Results Tool on my project's Y-DNA Results page and still display my old-style results spreadsheet on the project's website because it contains extra information and/or the project members are used to finding their results there.  How do I do that?
You can change the designation of one of the other pages of the website that you seldom or never use (mtDNA, Discussion, Join) and use it to display your old-style spreadsheet.  Here's how to do it"
  1. Log in at your project's website as Project Admin.
  2. Click on the page you have decided to use to display the old-style spreadsheet.
  3. In the box for "Page Title", type the new name for the page.
  4. In "Edit Choices"  choose "Your custom text."
  5. Scroll to the bottom of the page and click "Save"
  6. Use the "Upload" tool to upload the saved spreadsheet, which you saved as an .htm or .mht file.
  7. If you would like to change the url of the page to match its new name, send marilyn@worldfamilies.net an email to make the change for you.