Showing posts with label 2014Sources. Show all posts
Showing posts with label 2014Sources. Show all posts

Tuesday, September 30, 2014

FTM2014 - Citing a Printed Book

The steps I take to Cite a Printed Book

Copyright © 2014 by H R Worthington

Friday, September 26, 2014

FTM2014 - Do I add an Unrelated Person ?

Am reviewing and updating my Research Log for my Grandmother in my database. In recreating my research log, I was looking at the Sources as I am going through the research and making sure that the Sources I have are in the FTM2014 Evidence Explained format and to review that source to see IF I missed anything.

In the 1900 Census, my grandmother was living with her Grandmother, but in the house where my grandmother had lived. Both of her parents had died. In that household was a lodge. I remembered that and have a hint as to who this person was and probably why this lodger was there.

I will show how I added this Unrelated Person to my database and will probably do some research on this person to really determine why this young women was there in 1900.

Copyright © 2014 by H R Worthington

Wednesday, June 18, 2014

FTM2014 - Media, Sources, Facts

blog reader asked what should be linked to a record, such as a Census Record. This short video will try to explain that a Media File, like a Census Record is linked to a Citation. I think of the Media file or image as supporting information for the Citation. That Citation is then linked to ALL of the Facts, or information that I gathered from that Citation.

Copyright © 2014 by H R Worthington

Monday, May 19, 2014

How to cite a Canadian Census Record - A Follow Up

How to cite a Canadian Census Record - A Follow Up to :

User Question: How to cite a Canadian Census Record

Copyright © 2014 by H R Worthington

User Question: How to cite a Canadian Census Record

User Question: How to cite a Canadian Census Record?


Copyright © 2014 by H R Worthington

Saturday, May 17, 2014

FTM2014 - "Default" Report Settings

I want most of my Reports to have the Title of the Report, the Page Number, and the Date of Printing on each page.

Copyright © 2014 by H R Worthington

Thursday, May 1, 2014

FTM2014 - HOW TO:Import from My Heritage

From a SmartMatch from My Heritage into Family Tree Maker. The steps I took to capture an Obituary from a newspaper article that was found in my online tree at My Heritage [ ] and input that information, including the text of the obituary, the data, image and a citation, and putting that into my FTM2014 file.

Copyright © 2014 by H R Worthington

Wednesday, April 30, 2014

FTM2014 - Mastering Genealogical Proof Chapter 2 Review

I was reading +Hilary Gadsby's blog post: Reviewing my Previous Post - What goes Where and What Next? at and was wondering how FTM2014 would do with what the Mastering Genealogical Proof [1] Study Group 2 has been talking about in the +DearMYRTLE Genealogy Community on Google+

During the study of Chapter 4 - GPS Element 2: Source Citations, we talked about five (5) questions. It became "the 5 W's". Who, What, When, Where In, and When is. All that information is what makes up a good Citation. So, can Family Tree Maker (FTM2014) answer those questions? Better yet, ask US those questions so that we can "fill in the blanks".
[1] Thomas W. Jones, Mastering Genealogical Proof (Arlington, Virginia: National Genealogical Society, 2013), 33
I thought that I would use the Citation for the Mastering Genealogical Proof Endnote here, and break it apart, for a good example:

  • Who - Thomas W Jones
  • What - Mastering Genealogical Proof
  • When - 2013
  • Where In - page 33
  • Where Is - Arlington, Virginia: National Genealogical Society
If I understand this correctly, since this is a Book, I will copy and paste one from FTM2014:
Bart Anderson, The Sharples - Sharpless Family, 3 vols. (West Chester, Pennsylvania, 1966), Vol 1, Page 217. #1989 Hannah H. Sharpless.

  • Who - Bart Anderson
  • What - The Sharples - Sharpless Family, 3 vols
  • When - 1966
  • Where In - Vol 1, Page 217; #1989 Hannah H. Sharpless 
  • Where Is - West Chester, Pennsylvania
The #1989 entry is the specific person on that page. (a published work). The 4th bullet is from the Citation detail and Citation text fields. The rest is from the Book; Multivolume Set (Print Publish) template.

Template Screen:

Citation Screen:

Wow, that appears to be correct.

The only issue here is the Repository: field. In previous research on this process, a book should not have a Repository, as you can get that book from anywhere. I had my address in that field, as the three books are on my bookshelf. Because I am trying to be standard, I have selected None for the Repository.

[1] Thomas W. Jones, Mastering Genealogical Proof (Arlington, Virginia: National Genealogical Society, 2013), 33. [Book available from the publisher at ]

Copyright © 2014 by H R Worthington

Monday, April 28, 2014

Email Template and Citations

FTM2014 - How I handle Emails

The link above is a short video on how I handle Emails. What I failed to do, was to get into details of the Data Entry for a properly (I hope) formatted Citation. The appropriate format is described in Evidence Explained 1 in QuickCheck Model on page 113 Personal Files & Knowledge, 3.42 E-mail and instant messages. 

Sometimes it takes a couple of minutes to "fill in the blanks" in the Template to get the Reference Note in the correct format. 

To get here, as I showed in the Video, I typed EMA for the keyword search for Personal Email.

Here are the fields and the information I put in them.
Source Template: Personal E-mail
Collection [ First and Last Name of the Email, adding "Collection"
Researcher surname: Worthington
Researcher forename(s): Russ
Researcher e-mail address
Researcher address
Researcher location[(E-Address) & Street Address for private use,] Hackettstown, NJ
Writer surname: [ sender ]
Writer forename(s): [ sender, full name ]
Writer address:
Writer location:
Writer contact: [ email ]
Recipient surname: Worthington
Recipient forename(s): Russ

Source Comments: 
(Citation detail:) [(e-address for private use) ]; dd month yyyy; " subject "
(Citation text:) date and time of email
In order for the Reference Note to have the right format, I added the information in red in the Researcher location field.

The Source Comments information is my reminder of what to put in the Citation detail and Citation text fields. I then can copy and paste that information into the Citation details field on the next screen.

The Text of the Email, as shown in the video, will be pasted into the Citation Notes.

I don't have the email with the subject at the moment, but will add the Subject line of the email in this Citation.

Here is what that Reference Note looks like:
David Reed, Washington, D.C. to Russ Worthington, e-mail, [(e-address for private use) ]; 06 January 1999; " subject ", David Reed Collection; privately held by Russ Worthington, [(E-Address) & Street Address for private use,] Hackettstown, NJ.
I should also note that the Zip Code is not included in the Template screen, as it is not called for in the Reference note. If you compare this against Evidence Explained, I think it is pretty sure. Will probably post this into the User Form on the Evidence Explained website.

Mills, Elizabeth Shown. Evidence Explained: Citing History Sources from Artifacts to Cyberspace. Baltimore, MD: Genealogical Pub., 2007. Print.
Copyright © 2014 by H R Worthington

FTM2014 - How I handle Emails

I don't know about you, but I use Email in my research. I was reminded of this when  I was cleaning up my Notes fields. I thought I would share a brief Video on how I handle my Emails. in FTM2014.

Copyright © 2014 by H R Worthington

Monday, April 21, 2014

FTM2014 - How I use the Notes Feature with +DearMYRTLE

I thought I would share a conversation that I had with +DearMYRTLE and the use of the various Notes feature in FTM2014. I did an earlier version of this, but Dear MYRTLE always asks the question that users might ask as well.

Thank you +DearMYRTLE
Copyright © 2014 by H R Worthington

Sunday, April 20, 2014

FTM2014 - How I use Notes

This is a Video to discuss how I use the Notes feature in FTM2014

This is a test to see if I can embed a You Tube Video, created as a Google+ Hangout On Air. This blog post may be pulled down later.
Copyright © 2014 by H R Worthington

Tuesday, April 15, 2014

Notes, Notes, Notes and more notes

As a follow up to an earlier blog post, I had to go look at some statistics about my file. That has caused me to go do some clean up work. Specifically, to get ALL of my Find-A-Grave Sources into the Template Format.

With 8,937 people in my file, with 448 Sources only 197 of them were in the Template format. That is a long term "work in progress". I have always thought that my 2nd most used Source was Find-A-Grave memorials. Sure enough, 55 of the 448 were Find-A-Grave sources accounting for 334 Citations and 2,572 Facts.

So I decided to spend some time evaluating how many of the Find-A-Grave Sources were in the Template format. Very quickly into this project, I realized that over time I had entirely too many notes. Actually, not enough notes, but the notes were not in the right place. That was caused because we didn't have some of the notes, and we were not always able to do anything with the notes.

We have the Person Notes, Sources Notes, Fact Notes, and Research Notes, to mention a few.

What I had been doing early on was the put notes from a Find-A-Grave Memorial into the Person Notes pages.

Some time AFTER I did this work I figured that these notes really needed to be in the Fact Notes field. In the Person Notes field I want the stories that I create or newspaper articles, letters, not "data" that I put into the database.

What I want to do, is to CUT (CTRL+X) from the Person Notes field, and Paste (CTRL+V) that information into the Fact Notes field. I keep my Find-A-Grave Notes in a Find-A-Grave Fact. I have talked about that here, but I created a Find-A-Grave Fact, that is Private, that only I can see them. They won't appear in a report unless I specifically ask for Private Notes. This information is helpful to me.

Because I had done some formatting of the information in the Notes field, so it looked nice, I will see a pop-up message on the way.

It's asking me if I want to keep the formatting of the information. I do, so I select the 2nd option.

I Paste (CTRL+V) (CMD+V for the Mac) that information into the Find-A-Grave Fact Notes field.

BUT, I still have something in the Person Notes field. It is a reference number that I had used for my Research Notes. This doesn't belong here. It belongs in my Research Notes.

Like before, I Cut (CTRL+X) from the Notes and Paste (CTRL+V) it into the Research Notes field.

The Research Notes is that 2nd ICON, and the Toggle Research Notes On or Off is next to it, or the 3rd ICON. Like the Fact Notes, my Research Notes are for my information.

I will take me a couple of hours to do this clean up, but it will be worth it "at the end of the day".

The Find-A-Grave project was put on hold, as I found some interesting issues that have come up, but will blog about that here shortly.
Copyright © 2014 by H R Worthington

Wednesday, April 9, 2014

FTM2014 + Public Member Trees = Collaboration

It must be the approaching spring weather but I seem to be treading in waters of controversy these days.

I have been blogging about how to cite my sources, when the Source is an Undocumented Ancestry or Public Member Tree,

Until this point I have stayed away from Using information from them, but have looked at them for research hints. But, if you looked in my FTM2014 family file, you wouldn't find a trace that I had looked at any Ancestry Member Tree (AMT).

A while ago, The Barefoot Genealogist Crista Cowan, had one of her weekly videos that I was watching and for some reason she had "MY" family on her screen. That isn't the first time that has happened to me. After all, that's how I found out that I was related to +DearMYRTLE . I have blogged about some of this in the past.

This time, I want to share how I NOW use information in an AMT. I got the idea from a day long presentation at an Ancestry Day in Philadelphia a couple of weeks ago. +Crista Cowan made a comment about how others are helping her with her research. How? By telling her she had some errors in her tree. Hmmm, hadn't though about that before. But what was my first reaction when I saw MY family on her screen? I got back to work on that branch of my family, as we descend from two brothers. I spent a number of hours working on "cleaning up my act", so that IF I were to share my tree with her, SHE would not find any errors.

After listening to her at the Ancestry Day, I re-thought what I COULD do. What if I put MY Tree Online and got Crista Cowan to do MY research. The word of wisdom that I picked up from +DearMYRTLE , in the Google+ DearMyrtle Genealogy Community, Collaboration came to mind. Why not Collaborate with the owner of this "undocumented" Ancestry Member Tree, share with the information that I have with her, and maybe I can pick up some information from her. After all, she is descended from a different brother. Oh, did I mention that I only have information from a couple of Family Group Sheets? So, which is worse? Actually, I have some information in my file that Crista doesn't have.

NOTE: the ONLY information that I gather from an Ancestry Member Tree (AMT) are the Facts. Only the Facts AND I cite them, as I have recently blogged about. But, look at what I see on the AMT:

There is information that I do NOT have in my file, Richard Ridgeway's father, Robert, and when and where he was born and died.

I wanted to Thank Crista for this new information. I did so in the Comments:

So, WHY would I want information from an UNDOCUMENTED AMT? Those Relationships are MY Relationships. But, I have two children that she doesn't have.

I'll trade you one Great Grandfather for 3 more siblings, including mine. Good deal, right ?

In my Research Notes I entered that I had found the AMT that belongs to Crista.

I also posted some  information that I have in my file, into the Comments for her person:

I have a page of information in the Person Notes already, so I just copied and pasted that into the Profile Comments for this person.

IF there had been any documentation in her tree, I would want to Find those records myself. I would create a Task for that person, such as this.

That is from my To Do List, but if that AMT had a source, I would make that a To Do list to locate it, so I could look at the record myself. That is not a trust issue for me but more about I want to see that record myself. I may be looking for additional information, or look at the record differently.

As I mentioned, I have copied and pasted some information that I have for her. She can do with that whatever she wants. I am not concerned if she even sees what I posted, but it's there if she wants it. In fact, I did put two pieces of sources in the comments. I don't want to update her tree, even if I was allowed, but it's there for her.

So, yes, I am using information in an Undocumented Public Member Tree. For me, the fact that she has many relationships in that AMT that are like mine, why not share the resources? Collaboration should make BOTH of our family trees better. No, I didn't say perfect, just better.

Bottom Line: I may share this branch of my file, Online and Public. I also sent an invitation to my "new" cousin to my public tree.

Copyright © 2014 by H R Worthington

FTM2014 and Ancestry Member Trees - New Process for Citations

What a great learning experience about How to Cite Public Member Trees.

It started with my first attempt at selecting the "right" Family Tree Maker Template

FTM2014 and Ancestry Member Trees

I shared that in the Evidence Explained Forum (links in the next blog post). I hadn't selected the right Template and was referred to the QuickSheets, also created by Elizabeth Shown Mills

The response to the posting in the Evidence Explained Forum brought forward the finer points of a Citation.

FTM2014 and Ancestry Member Trees - What Next

This is ALL GOOD. What an honor to have Elizabeth Shown Mills help this user of Family Tree Maker understand the art of a citation.

Also, I have seen several colleagues follow suit, using their genealogy programs to show their followers that same process. 

+Shannon Thomas, a Legacy Family Tree has a blog post:

and my friend +Randy Seaver did a blog post for Roots Magic

Reality Check:

Clearly, I have the most "clean up" work in the area of a Citation using the Template feature. That is what I am going to discuss here.

I selected the Online Database, National Archives (United States) as the Template, as it provided the information that was needed for the Source information in the Reference Note. Details of that are in the Update blog post.

Since I may use other Public Member Trees (Ancestry Member Trees) in the future, I don't want to have to Remember what goes where and what I have to change. I have put those notes into the Source Template COMMENTs.

Here is the Edit Template Screen:

That is the large (I enlarged it here) box at the bottom of the Template Screen.

This is the part of the Comment that reminds me what goes into the Citation Detail field
Citation Detail:
"[ Tree Name ]" family tree by [ tree name owner ] profile for [ name, (  [birth information - death information ] undocumented / documented data
This defines the Tree Name that is put into quotes; the text family tree by followed by the tree name owner; the text profile for and the information for the profile that I am looking for, with any information on that profile that will help identify which profile I am looking at. That is followed by either the data is documented or not. The brackets remind me to enter that data from the Profile.

The next step, because the Reference Note information is filled in by the Template and the Citation detail, that needs to be edited next. 

From the Template Comments
Reference Note:
Change The National Archives to
Put  the "accessed" date inside of the parenthesis ( with a ":" so that it looks like  ( : accessed  ## Month YYYY) 
This reminds me to change The National Archives from the hidden part of the Template to and I am reminded to carefully Edit the URL piece of the Reference Note. Adding a space after .com and adding a colon and the date. I use 09 April 2014. That date format is a change for me, based on the Evidence Explained conversation.

The next step is the information that goes into the Citation Text field.
Citation text
Tree owner contact information
Ancestry Member Tree of [ name ] if email is used or email address
Copy the updted Reference Note into this field in case the Reference Note has to be Reset
Copy profile URL into the Web Address
No check marks in Citation text or Web Address
Couple of points here. I want the contact information here. Remembering that has an internal email system I could put the tree owners, ancestry user name or I can spell out the name of the tree owner. That is what I have done here, because I know the tree owner. I did NOT include the email address in these screen captures, for obvious reasons, but it's in my file. I want the Citation Text to have the information needed to contact the tree owner.

That information and the direct link to the profile page is in the Web Address field but I do not want them in the Reference Note. The Evidence Explained documents so not call for the full URL. The Web Site, is sufficient.

The final note in the Comments:
If the public tree has documentation enter that into the Research Log and create a task to locate that source information
That reminds me that IF the tree has documentation, I want to locate that information myself. I am NOT going to copy or download it from the Ancestry Member Tree. I want to look at it myself. So, I create a Research Log identifying any Source Information in detail, and create a ToDo list for that person to locate that source material.

The Reference note now looks like this:
"Public Member Tree", database, ( : 04 April 2014); "Cowan Mulliner Woodruff Kerr" family tree by Crista Cowan, profile for Richard Ridgway (b. 1679, Bucks, Pennsylvania - d. 1718, d. Burlington, New Jersey, USA) undocumented data

I'll do another blog post in more detail on the information that I gather from an Ancestry Member Tree.
Copyright © 2014 by H R Worthington

Monday, April 7, 2014

FTM2014 and Ancestry Member Trees - What Next

After a delightful chat with The Editor of Evidence Explained forum  I thought I would post an update and my next steps:

This discussion has to do with a Proper Citation for information added into FTM2014, using the Template Feature. I have posted two earlier blog posts on this;

FTM2014 and Ancestry Member Trees

FTM2014 and Ancestry Member Trees - an Update

The first blog post I had selected the totally incorrect Template. I was thinking about how the data looked like in a Family Group Sheet, and the web page looked to me like a Family Group Sheet.

The discussion with The Editor pointed me to the QuickSheet for Citing® Databases & Images: which I have right next to Evidence Explained: Citing History Resources from Artifacts to Cyberspace (this link is to the electronic edition)

The format should be:
1. “Public Member Trees,” database, ( : accessed 4 April 2014), “Cowan Mulliner Woodruff Kerr” family tree by Crista Cowan, profile for Richard Ridgway (1679-1718, d. Bucks, New Jersey) undocumented data updated March 2014.
The closest I could get to this was:
"Public Member Tree", database, (, accessed 05 Apr 2014; "Cowan Mulliner Woodruff Kerr" family tree by Crista Cowan, profile for Robert Ridgeway (b. 24 Aug 1631 Devon, England - d. in Devon England) undocumented data updated March 2014
Close, but not so much; There are a couple of issues that are different.
"Public Member Tree", database, (, accessed 05 Apr 2014; "Cowan Mulliner Woodruff Kerr" family tree by Crista Cowan, profile for Robert Ridgeway (b. 24 Aug 1631 Devon, England - d. in Devon England) undocumented data updated March 2014 (, accessed 05 Apr 2014;

There are two things about this piece of the Reference Note:

  1. I have to remember to change "The National Archives " which comes from within FTM2014 where I cna not control what it says. I have to change that to
  2. The second is that the "accessed" date should be within the parenthesis of the Website: ( : accessed 4 April 2014) which means that I have to manually edit that piece of the Reference Note. 
The problem here is, that the Source Template, for the Public Member Tree can't be edited to include the date that will be used in the Reference Note. Here is what I had in the Citation Detail screen.
accessed 04 Apr 2014; "Cowan Mulliner Woodruff Kerr" family tree by Crista Cowan, profile for Robert Ridgeway (b. 24 Aug 1631 Devon, England - d. in Devon England) undocumented data updated March 2014
All of the information is there and it can be edited but IF I have to use the Reset for the Reference Note, I have to Edit it again.

I am putting the follow note in the Source Template Comment Field:
Change The National Archives to
Cut the "accessed" date inside of the parenthesis ( with a ":" so that it looks like  ( : accessed 4 April 2014) 
Then I will copy the correct Reference Note into the Citation Notes field, so that it can be returned to what it should be, before the Reset option was used.

The likelyhood of getting the Template feature to do this, is slim to none. Its a minor technical detail, but it's based on THE Standard.

This is my new "standard" work around for this type of a Source and it's citation. Each citation using this template will be handled this way. I have submitted, on the Feedback forum, to add a New Template to handle The Public Member tree issue. That is, to use the same Template, but to have one where The National Archives is changed to

Copyright © 2014 by H R Worthington

Saturday, April 5, 2014

FTM2014 and Ancestry Member Trees - an Update

I did a blog post on Ancestry Member Trees.

As mentioned in the Comments, I forwarded the blog post to the Evidence Explained user Forum for comments. It was clear to me, that I had selected the wrong Template. I had also forgotten to look at a resource I have on my desk, QuickSheet: Citing® Databases & Images also by Elizabeth Shown Mills. On the 3rd page, the third and fourth items on the QuickSheet, was the format that I am to use.

Two things caught my eye on the Quick Sheet. First the term "Public Member Trees" and, looking at the data elements I had seen that format before.

As I have shown here in the past, I took that example apart to determine what comes from the Source Template and what I need to provide in the Citation Detail. When I do that, the Template needs to provide the "name" of the database, where did it come from and the URL.

That is when I discovered my first error. I used the term Ancestry Member Tree. For me, that was an FTM2014 'term' and not what we suggested on the Quick Sheet. So, I went back to that image I had provided in the earlier Blog post. and sure enough, "Public Member Tree" is the correct title of the tree.

That can be fixed easily. What I then had to do, is to find a template that would allow me to have Quotation Marks around the "right" database title, the word "database" the Company Name, and it's URL. The year of the database as well. I have worked with such a template so I used the Keyword of DAT. 

As before, I was in the Sources Workspace and since this will be a NEW Source I clicked on Add, the New (screen not seen), which brings up the screen to enter a Keyword. What I remember working on before were records from the National Archives Records Administration (NARA) database. 

That Template is asking me the right questions.

The only thing I won't enter, because Public Member Trees are dynamic, meaning that the user's created the information and the online profile that does NOT have a date, I am leaving the "year" field blank.

I click OK and now have a New Source. But, what about the one I did earlier? Do I have to re-do that? Answer, NO. I just need to replace the old with the new SOURCE.

Here is the old source and citation.

In the upper right, just to the left of the Green Plus sign, is a downward pointing arrow where I select this new one.

All of the data, citation information, from the "old" Source will be brought into the new Source Template.

There were two things to be cleaned up. The Citation Detail had this information in it.
Profile of Richard Ridgway (1679-1718), Ancestry Member Tree; accessed 04 Apr 2014.
That is not very helpful, as there are a number of Richard Ridgway's in that tree as well as mine. It needs to be filled more completely with some quotations around the tree name. I changed it to this:
accessed 04 Apr 2014; "Cowan Mulliner Woodruff Kerr" family tree by Crista Cowan, profile for Richard Ridgway (b. 1679, Bucks, Pennsylvania - d. 1718, d. Burlington, New Jersey) undocumented data updated March 2014 
A far clearer description. Also, when I went back to that online tree, none of the Facts in that tree had any documentation, but I do know that the owner had last updated "the tree" within the last month. The profile doesn't tell me IF Richard was updated, but by the Citation, I can tell that the owner has been active, based on the Owner's profile in my earlier post.

There is ONE issue to be handled carefully. Thise is what the Reference Note now says, remembering that the Reference Note is a combination of the information from the Source Template, some information that we enter, and some generated from within FTM2014, information from the Citation Detail, and Citation Text.
"Public Member Tree", database, The National Archives (, accessed 04 Apr 2014; "Cowan Mulliner Woodruff Kerr" family tree by Crista Cowan, profile for Richard Ridgway (b. 1679, Bucks, Pennsylvania - d. 1718, d. Burlington, New Jersey) undocumented data updated March 2014.
The National Archives comes from the Template, so we don't have control over that. The URL comes from the field we complete any time the Reference Note is Reset The National Archives information will need to be changed to
"Public Member Tree", database,, accessed 04 Apr 2014; "Cowan Mulliner Woodruff Kerr" family tree by Crista Cowan, profile for Richard Ridgway (b. 1679, Bucks, Pennsylvania - d. 1718, d. Burlington, New Jersey) undocumented data updated March 2014.
So now the Citation Screen looks like this:

Looking at the QuickSheet and the feedback from the Evidence Explained user Forum, I think this is a little closer to what the Reference Note should look like.

I will share the blog post to the forum for another review.

Copyright © 2014 by H R Worthington

Friday, April 4, 2014

FTM2014 and Ancestry Member Trees

One of my readers asked me a question and thought I would do a blog post about this topic, as I suspect other followers may have the same question.

How to Cite information from an Ancestry Member Tree (AMT)?

As a general rule, for myself, I don't spend a lot of time on AMT's, mostly from bad experiences early on. I found information in these trees that made no sense and has no documentation. I have about 8,000 Hints to follow that do NOT include any AMT hints, as I have them turned off. I have enough hints waiting for me already.

Since I was asked the question, I turned on the Hints to see what might be there. Far too many to follow, but I did see one that was of interest to me.

Here are two AMT's that might be of interest:

That first tree is clearly marked as Unsourced. From my earlier experience with on line trees, not just on Ancestry but anywhere, I will not look at those trees. What I am looking for in AMT's is for places or repositories where I should be looking, IF I am running into a brick wall. I don't what to, nor will I, take the information in that tree and put it into mine. BUT there are two things I will do on that 2nd tree. That is what this blog post will be about. What Sources did they use that I haven't looked at yet, AND, perhaps make some electronic connection with that person to help collaborate in our research.

What I see is a Public Member Tree, with 6 attached records and 6 sources. Lippincott and Tuckerton, Ocean County are 'mine', meaning right place, right time, right name. Now, I don't know the name Throckmorton, nor Shepherd, nor the middle names of Norris or Arnold but since the tree is Public, I can go look.

I click on the link to that tree and see:

There are two things that I am looking for. The Contact Person and the confirmation that this person has 6 sources, with the information / facts, with source information. It's worth my time to look a little further.

The names on the right still aren't in my tree. In my tree, in a little earlier time were Lippincotts and Ridgway in the same area of New Jersey. I wonder if this tree has any Ridgway's with the Lippencotts?

So, I want to see if Richard Ridgway is in this SAME tree.

As I have learned with Ancestry, start to type and don't type too fast and watch the results start to appear. I got as far as RIDG and there were three Richards in this same tree. This tree certainly is indicating that we might have a connection.

But now, who Owns this AMT?

I hover over the Owner's ID and see this:

This is a link where I can send her a note, if I want to, and make contact. Of interest to me, is that this tree was last worked on "last month". Meaning recent for me. Some one who is active with their research.

That other tree, when I looked, the owner hadn't been on the tree for a couple of years and without any sources.

This tree is owned by Crista Cowan. I did a blog post about my connection with Crista back in September 2013:

FTM2014 - Ancestry Member Tree Connection - Part 1

 What I want to do is actually two things. 1) compare what I have with what is in Crista's AMT, 2) and cite what information from her tree and put some information into my tree, in FTM2014. I will NOT copy what she has, but can CITE any Facts from her tree into mine.  I can then share with her what I have from my research.

I see that Richard was born 27 February 1679/80 in Bucks County, Pennsylvania. There is a Hint right there, with the "double date". That is a topic for another time and I have talked about that in the past. The hint to me, is that the Month that I might have MAY BE different from what Crista has.

Richard's wife is a Willetts. That's good. Richard is the father and Elizabeth the mother.

Here is what I have in my FTM2014 file:

There is that birth month issue, but the Birth DATE is correct and the Birth Year is one of the two years in the AMT. BUT, I don't have information on WHERE he was born. The parents of Richard are the same, except my spelling is Willits and I also have Jr as a suffix for Richard.

Now, Crista doesn't have any citation in her AMT. My tree isn't too much better, because the course of my information is from a Family Group Sheet.

The creator of this Family Group Sheet is a cousin where his family and mother spent years researching this family line. So, the information is credible, but neither is completely accurate. No way to draw a conclusion on the family based on either tree. It's a matter, at this point of gathering information.

Now, what am I going to do here? I want to Document this new information and Cite these new facts into my tree.

In FTM2014, I go to the Sources Workspace, click on Add, select New, which brings up the screen where I enter the Keyword "fam" and select Family Chart of Family Group Sheet

Why did I select Family Group Sheet instead of something Online?

To me, there is nothing in that list that clearly defines what I am looking for. To me, what I am seeing is an online version of a Family Group Sheet with the same type of information that is in the Family Group Sheet information that I have in my file already.

Here is the Source Template that I created for the information that I will include in my database.

Remember, this is the Source Template. I did put the URL to the page here in the Comments. That is more for me and it won't be seen anywhere else. I will have in the CITATION that this information was found online.

I did a screen capture of Richard Ridgeway's profile page so that I could see it in my file. I will mark it as PRIVATE so that it won't be posted online. It's for my information.

When I clicked OK from the earlier screen, I was taken to the Citation Screen, so I clicked on the Media Tab, so that I could Attach a New Media File.

That took me to the screen where I selected that Screen Capture and that image is now in the Media Folder on my computer in the Family Group Sheet Category that I created.

Now for the Citation;

I entered into the Citation Detail:
Profile of Richard Ridgway (1679-1718), Ancestry Member Tree; accessed 04 Apr 2014

That will be included in the Reference Note. I used the Citation text as a reminder to me that this came form an Ancestry Member Tree and I pasted the URL into the Web Address field. The globe ICON to the right of that line will take me directly to that Profile. I have de-selected the Citation Text and the Web address from showing in the Reference Note field, which will become the Citation / End Notes.

Crista Cowan, Cowan Mulliner Woodruff Kerr; Crista Cowan, Utah, 2014.  Profile of Richard Ridgway (1679-1718), Ancestry Member Tree; accessed 04 Apr 2014.

Is the Reference note.

From there, I then will add the Facts that I will take from that Profile. The other names, dates, places (Facts) that are in  the profile and put them into my tree, with that AMT as the Source of the information.

Remember the Double Date issue that I mentioned, I entered 27  Feb 1680 into the Date field. Having run into this issue before, I entered the 2nd date, which brought up a warning at the top of the page and also the ICON on the right. Clicking on that warning ICON opened the Double Date screen, where I choose to use the double date format. This does two things. The first of which is to record in my file when EXACTLY I was in the AMT, and serves as a reminder that I may have conflicting information in my database.

I proceed with the location / place.

There are two things here to point out. The Place Name, as recorded in the AMT is not in the Place Name Authority, meaning that it may be a Historical Place Name. I covered how to handle the Historical Place Name issue in that earlier blog post. I also made this new Birth Fact is Preferred. This is a more complete Birth Fact, or one might say a conclusion. It's not a conclusion for me, but a working hypothesis of when and where Richard was born.

Two conflicts remain, birth date information and birth location information.

I put them into my Task List for Richard.

I continue to document this Profile in my FTM2014 file. I will make contact with Crista, using the internal email system, to 1) Thank her for the information in her AMT, and 2) to let her know that I have a connection to her AMT. If you look at the comments from the September Blog post, we have already made that connection.

Again, the purpose of this blog post, is to illustrate how I use and document a find from an Ancestry Member Tree (AMT)
Copyright © 2014 by H R Worthington

Sunday, March 30, 2014

FTM2014 and Mastering Genealogical Proof - Chapter 4 Source Citations

I have been in a study group on the book, Mastering Genealogical Proof (Jones, 2013) by Dr. Thomas W Jones in the Google+ Dear MYRTLE Genealogy Community.

In Chapter 4, we discussed “Source Citations” (Jones, 2013), 33. One of my readers was having some difficulty taking that chapter along with Evidence Explained (Mills, 2007) and how they work with the Family Tree Maker template feature.

I am going to try to explain this as I understand it. I had to break the Chapter title apart, to be Source and Citation. The Source being the Container of information and the Citation the information within the Container.

In Family Tree Maker, that is the Template Feature, where the proper Template defines the Container (our source). The Information within that container is entered into the appropriate Facts in the program for that person or persons.

What we learned in this Chapter is that a “Source Citation” is made up of 5 parts.
  • 1.      Who
  • 2.      What
  • 3.      When
  • 4.      Where
  • 5.      Where In

The Template feature, no matter the Source or Contain, is a fill in the blanks for 1 through 4. I have blogged about this many times.

Depending on the Container, there will be various fields to complete, but the Template form asks the right questions.

It’s the Where In question that has been the difficult piece for me and others. As with each of the Citations, based on the Source, what is put into one or two fields is what is important.

We have two fields that the Source Template screen does not include. Citation Detail and Citation Text.

As I have blogged in the past about this, the information that I enter in the Citation Text field, for the most part, is information for me and that I do NOT put a Check Mark to the right of that field meaning it doesn’t get published in an EndNote or Reference Note.

It’s the Citation Detail field that takes the work.

The question is “Where In” did this information come from.

I have a book that has lots of information in it about my family. I want to capture that information and I do that one or two ways. The most obvious way is to record the information into Fact fields. The date, place, and perhaps a description. Later I want to be able to answer the question ‘Where did I get THAT information from?” That usually, for me, comes after I review all of the facts and try to do some analysis on what I have (Chapter 5 and later) (Jones, 2013).

So, in my book example, the Where In question is simply answered with a Page Number, or in the case of a newspaper article, page and column number. I have given more information about the Citation Detail field for Census Records.

Basically, in the past, I have been working too hard on my citations. Understanding the 5 questions above, has helped me make my citations simpler and more effective for me.

Do you need both of the books I have mentioned? No, but they certainly do help.

There is a very helpful website, Evidence Explained and a related Facebook page, that helps me understand what I am trying to do. There is a Forum on the Website for questions and for “peer review”. What a better way to see if your Citations are meaningful for someone else than to post it on the Forum page.

I am certainly not an expert in fact I consider myself a beginner, but I think I better understand a very difficult topic.

A special Thank you do Elizabeth Shown Mills and Dr. Thomas W. Jones  for making these two resources available to us. Also, for the Family Tree Maker program to help take the guess work out of the first 4 questions.


Jones, D. T. (2013). Mastering Genealogical Proof. Arlington, Virginia: National Genealogical Society. Retrieved from
Mills, E. S. (2007). Evidence Explained, Citing History Sources from Artifacts to Cyberspace. Ba;timore: Genea;pgical Publishing Company.

Copyright © 2014 by H R Worthington

Friday, March 14, 2014

FTM2014 - Image Citations

I recently made this blog post:

FTM2014 - How to include a 2nd Image for a merged Record with two pages.

But I have one more step for ALL of my media files or images. That is to put a Citation "on" them. I want to be able to look at a Media File (image, picture, census record) and see where I got it from and any other detail. I also want to be able to view that "citation" in my Ancestry Member Tree (AMT).

In the Sources Workspace, I have selected the 1870 U.S. Census for Maryland, Baltimore County. I have selected the Citation for the Record I was looking at. The Citation detail is combined with the Source Template and presents the Reference Note.

But, there are two Media files. The one on the left says 1870 Federal C and the second one has some random filename that came from

None of that is very helpful for me.

I need to do two things to both of these images. I had put them into the Census Category in the Media Folder, as I showed in the above blog post, but I can do better AND then include a Citation with that image.

There are two items below that are important for the next step. The first is the Reference Note, and the Media Detail ICON. I want to Copy the Reference Note (my good citation) and use that in the Media Detail Screen.

If I Right Click in the Reference Note and use the Select All, then Copy that text, the Citation will be in my computer's Clipboard.

In the above image, the COPY text will become active and I will right click again and click on Copy.

Back to that tool bar, I will select the Media Detail ICON and the image will open.

I will select everything in the Description box on the right, and Paste (CTRL+V) the Reference Note that is in the Clipboard. You can also Right click on the Hi-lighted text and select paste.

The Caption is the way I want it.

1870 Federal Census Record for William Howard - Page 1

The Category is Census - Citation

(That category was created to remind me that I need to put a Citation on that image. The filename is the format I want.


Now the Description has my Citation. I clicked on Edit to the Right of Categories and put this image into the Census Category, as it has a Citation.

To the 2nd page.

Selecting the Media Detail for this one, doesn't meet any of my standards. The Caption has no meaning. If you look closely, the Caption and the Filename are the Same, and not helpful at all. Both need to be changed. The Category is right but the Description is blank. I will have to rename the file so that the Filename reflects the 2nd page and the Caption reflects the 2nd page.

Remembering that I still have the Reference Note on my Clipboard, I will put the Citation in the Description box. (CTRL+V)

I will also replace the Caption to:

1870 Federal Census Record for William Howard - Page 2

Clicking on OK will take me back to the Source Workspace, where I will Right Click on the 2nd image and it will allow me to RENAME the file.

 I will rename it to:


Here is the final Media Detail for the 2nd page:.

All is well within Family Tree Maker but, what about the AMT?

Here is that image in the Ancestry Member Tree.

Copyright © 2014 by H R Worthington

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