Navigating the World Family Tree on Geni.com (HTML Tree) – Genealogy Tutorial


Hello everybody! I’m Jarrett Ross the
GeneaVlogger and welcome to a new genealogy tutorial. On today’s genealogy
tutorial we will be discussing how to navigate the HTML version of the world
family tree on Geni.com. Some of you may have seen my previous genealogy
tutorial on how to navigate the flash version of the world family tree on
Geni.com, and if you have you will notice that there are a lot of
similarities between both but there are enough differences that switching from
one to the other may cause some difficulties for some users to get down.
So to start we’re just gonna discuss how to get into the HTML version of the
family tree, which right here we have an example of the HTML version with George
Washington’s family tree and we will actually be using George Washington’s
family tree for an example throughout the rest of this video. To get into the
HTML tree all you have to do is go to this tree option at the top of the page
and click that down arrow and that’s gonna give you this option. And it’ll say
switch to flash tree if you’re in the HTML tree, such as I am now, or continue
using HTML tree. Or if you’re in the flash tree it’ll be the opposite. So
we’re just gonna switch to the flash tree real quick.
So here we have it loading and there we have the George Washington family tree
in flash. And then to just go back we’re gonna click that down arrow, now we see
switch to HTML tree is right there, we click that and it’s going to switches
back from the flash into the HTML version of the family tree. Now one thing I want to define really
quickly is just the term node and a node is each box that represents a person, so
this node for Captain Augustine Washington is blue, the node for Mary
Washington (Ball) is pinkish sort of color, and then you’ll notice the focal person
is gray. And sometimes you may notice a green colored profile and the green
colored profiles usually means that there is no gender specified. But a node
is very important and whenever you hear that term just know that we’re talking
about basically that person’s place in the tree. Now within that node there are
some things to note, so we’re just gonna zoom in real quick here and you will
notice within the node the typical stuff; we have the name, we have the editing
pencil, so if we click that that’s gonna bring up our editing fields, although
you’re going to notice that a lot of these editing fields are going to be
locked and you can see that because they’re all grayed, the also known as
is not locked, and then there’s a few others that aren’t but for the majority
most of this profile is locked and you’ll actually notice this purple lock
right underneath the profile and that indicates that that is a locked profile.
Now when it comes to locking profiles and Geni, the only kind of profiles that
can be locked are Master profiles and master profiles you will always notice
have this purple sort of border around the photo you can see that with George
Washington’s parents. You can kind of see it with his wife Martha Washington, you
can see it with his half-sister Jane, you can see it really well here with his
half nephew George Washington. So you’ll often see that purple outline but
sometimes you’ll notice it’s just a green outline and that’s just a regular
profile or if it’s a living person where it’s a claimed profile so that person is
actually within the family tree then they’ll be outlined in blue. Now a few
other things to note about the node that’s very similar to the flash tree,
you have the magnifying glass up here with the number of hints that are from
Geni as well as My Heritage. You also get this little
tree symbol right here which just means that you would be setting that person as
the focal point in the family tree. And then you have the other representation
of that over here from Martha Washington where it’s an actual picture of a little
tree and then you have the number of profiles which you would be viewing that
you cannot view in the current tree that you’re viewing now. And you’ll see that
little pop-up it says view Martha Washington (Dandridge) First Lady of the USA’s
branch of the tree. And that’s just gonna set her as the focal point of the tree.
Now when you’re navigating the family tree it’s fairly straightforward – you
have this zoom bar right here so you can just zoom in and zoom out, however you
want. You also have these arrows down here so if you want to go to the left
you just click it and then takes you a little over left. You click it if you
want to go to the right, click it if you want to go up or down, and then you also
have the same thing over here on the side, the top, the other side, and the
bottom. So you can just kind of click those and take you around so you don’t
have to do the whole drag and drop cause I know some people get annoyed by that.
But as you can see here, you know, we’re like “oh well, where are we in the tree?
I’m a little lost.” Well if you want to go back to your
focal person all you do is click this little bullseye and that’s gonna take
you right back to the focal person. So for us that’s George Washington. now if
you’d like to adjust the number of generations that you’re viewing in the
family tree in terms of your ancestors or your descendants all you have to do
is go over to this little settings wheel that’s right above your zoom slider, you
just click that, and you get this pop up of ancestors and descendants and it goes
from 1 all the way up to 19 and then 20. Those who use the flash tree may have
noticed that it’ll actually go up to 19 and then go to All instead of 20. Usually
if you’re going anything above 20 you’re probably going to be timing out anyway
just because those trees can become massive, but if you were also looking for
the setting of ancestors only they do not have
that in the HTML tree yet. The closest thing that you can get to that is the
pedigree view, down here to the right, which we will be talking about later in
this video. But a little hidden trick that a lot of people don’t notice with
genii is these two bottom tabs; Navigate and Go To. When you click on navigate
that’s gonna give you a big overview of the family tree and so you can just kind
of click on it and it’s gonna give you that view. So looking here it’s a great
example we have this green node – infant Washington. There’s no gender indicated
most likely because it wasn’t indicated on the documentation that this child was
born and so that profile is green but you see that the siblings are pink, blue,
blue, and.. Or pink, blue, and pink – excuse me. All you have to do to just go through
the navigate is just click… click like that and then you have these little
arrows on the side so that you can scroll through. But as well as navigate
you also have Go To and Go To is just like the Go To in flash, where it’s going
to give you a list of everybody who is in the current family tree view that you
have and it’s going to list them by name. The list is always going to be in
alphabetical order and it’ll usually start with your symbols and numbers and
then go A through Z. And, as you’ll notice, there’s this little green bar here that
is showing how fast it is loading, so from here it’s gonna take a little bit
of a while because it’s a huge family tree and when you have these large trees it
just takes a while, so I’m just gonna fast forward from here so we can jump
right to it. Alright, now that we have it loaded we
can see this list starting out with symbols then it’s going A through Z, and
we can just click on whatever letter and it’s going to take us to that list of
people and it’s going to list it by both last name, so surname, and a maiden name,
or the birth name. So as an example we have Martha Washington who was born
Martha Dandridge. So if we go into D we’re gonna look for Dandridge… And, there we go – Martha, First Lady of the USA,
Dandridge. You click that, it’ll take her right…uhh… it’ll take you right to her
place in the tree. So looking right below her we have Mary Willis Dangerfield. We
click that an takes it… take us… takes us right to her in the tree. But going back
to Martha we know that her last name, her married last name, is Washington. So we’re
gonna go into W and there are a lot of Washingtons, so we know we’re gonna need to go for awhile. So there we are in the Washington’s… j…h…o… we should be
getting there… There we go, Martha. And there we go, Washington Martha Dandridge
First Lady of the USA and that is her. Now we do notice that there are other
Martha Washingtons and there are a few Martha Dandridge Washingtons and we
click down there and we can see all the different ones and so you can see that
they’re all different people. So you can check if you’re not sure if it’s the
right person, just click on it and it’ll take you there. So when you’re looking
for people this is really nice because let’s say that you kind of forgot what
Martha Washington’s maiden name was then if you’re, you know, in a different part
of the family tree and you’re trying to find her and you think she’s already in
that tree you can then pull up her name using her married name. Or if you just
know her by the maiden name, then you can pull it up through that. Now a big part
of the HTML tree is one of the things that they called the left side panel and
that is just a little panel that pops up on the left with all sorts of pieces of
information as well as different actions that you can take in the tree and to get
to that all you have to do is literally click on either the profile picture or
click on another part of the node that is not the name, because that’s going to
take you to their actual profile, or the little editing button, or the tree. So if
we click on the picture of George Washington we have the left side panel
open up for him and this left side panel is going to give us a lot of different
options and a lot of different information. So in the top we have his
picture, then we have his name, and if you want to go into his profile you click
that and it’s gonna open it up into a new window, as it is doing here.
So that’s loading George Washington’s profile, so just exit out of that. But
then also it’s going to give you if you have a known relation to this person. So
I know that I’m a 13th cousin six times removed to George Washington, so it’s
showing me there – 13th cousin six times removed. If I wanted to see the
full relationship, exactly how we’re related, I would click on the profile and
go look at that in his profile. But if he’s not the focal point of the tree
we’re looking at we can click this button that will make him the focal
point. You can also click Edit and that’s just going to bring up that typical edit
view, but as we discussed earlier because George Washington’s profile is a locked
profile you’re not going to be able to edit much of anything if we wanted to
add any relationships. As well, we would click add and that would pop up a whole
bunch of options. Now, when there is a locked profile you will likely not be
able to add anybody but if you do need to add anybody and it’s not a locked
profile, you can click this and it’ll give you all the options. The other
option you can do is you can click the little plus profile in the actual HTML
tree and it’ll pop up like that. So it’ll give you son, daughter, wife, husband,
mother, father, brother, sister, etc. So you have a few different places that you can
do a lot of things but the left side panel really has most everything. Then
you also have your More, so if you want to view the profile it’s the same as
clicking on the name, it’s gonna open up in a new tab. If you want to remove the
photo I highly recommend not using this unless it’s a photo that you actually
uploaded or if this is something that’s already been discussed. You know, removing things from Geni isn’t always the best thing to do and it’s often best to
discuss things before you remove it, especially if it’s not something that
you put up. There’s also this move profile option and when you do that, you
click that and up here in the top right you’ll see this little pop-up and it has
a node that you can basically move around and what that does is you just
drag it in. So if you know, for whatever reason, we’re gonna say that George
Washington is… you know…the brother of this George
Washington, which obviously is not true, but we drag it and drop it and then it
has this pop up. George is to George; he’s his father, husband, brother, son, or this
person is the same. So you know if you’re trying to merge two profiles or if
you’re trying to merge trees this can be an easy way to do it.
We’re gonna hit cancel here but one nice thing is that when this pops up, this map,
and you have these different nodes listed here you can move to a different
view of the tree. So let’s say that you know George Washington married somebody else who was in Martha’s Tree. Well, we click that little tree symbol and it’s
gonna take us into Martha’s tree but when it populates Martha’s tree we’re
still going to have that box up in the top right with the node for George
Washington. So we can drag and drop him into the right place in the tree. So once
you put that node up in that top right, no matter which trees you go to, that
node is going to be there and you’ll be able to drag and drop it wherever. So you
know if he’d married this woman we could drag it there and then we would say
George is Anne’s husband and then it would merge that together. But we do not want
to do that because that’s gonna cause a lot of problems in the tree, here. And if
you accidentally put someone in the move to column and you didn’t mean to do that
you just click the little X button and then you’ll get this pop up down here –
“you sure? this profile will be removed from your list.” Yes, proceed. And then that
should depopulate. There we go, so now going back to the node and looking at
more, there’s this curator options which, I’m a curator, most people are not so
even if that populates for most people, which I don’t think it does, it’s not
gonna do anything for you. Add to projects, this is great because if
you’ve created a project or there’s a project that you’re a part of and you
want to add people to it you can be in the tree view and do that. And that’s not
something that you can really do in the flash tree, you’d have to actually go to
the person’s profile or go to that project. This makes that really easy and
if you don’t know about projects, I have a whole video all
about them, so I highly recommend going and watching that to learn more. And then
last in the more section, we have resolved duplicates. So this is if
you know for whatever reason there’s a few different George Washingtons, you
can click that and that’s going to give you the option of merging different
people. So sometimes duplicates might be
children, sometimes people accidentally add somebody twice, maybe they show up
with different names in different census records so someone thinks that
there’s a whole other person in the family and they aren’t. Then you can merge those
proper profiles together by doing that. Then the rest of this left side panel
gives us a lot of the information about the person; we have their birth date, we
have they’re birth location, their death date, death location. It also gives us the
cause of death, if that’s listed. We’ll also be given the occupations and
you get the beginning part of the About section from the profile. You also get
the profile history; when was the last time it was updated, who was this profile
added by, who manages the profile, and if there is a curator, if it’s a master
profile. Now if it’s a master profile and it’s a locked master profile and there’s
something you want to edit, you usually will want to contact the curator
directly. Sometimes you can message the managers to discuss things or you can
just start a discussion. But usually contacting a curator on a locked profile
is one of your best options. Then below that you’re gonna get your immediate
family listing. So it’ll have your parents, siblings, partners, and then below that it
would show children if there were any. And one nice thing is that, let’s say we
want to look at Colonel Samuel Washington – we click that and – oh “Samuel
is hidden in the view, click the tree button to view his tree”. well that’s a
good point, right now we’re in Martha Washington’s tree and we can’t view
Samuel. So we’re gonna X that out and then we’re gonna either hit the tree
view here or we can hit this little button here and that’s gonna reset
George Washington is the focal point. So when you’re looking at things and you’re
not in the right tree to be looking at what you want to look at,
might pop up that warning for you. Okay. So now that this tree has loaded it back up
we’re gonna pull up that left side panel. Let’s scroll down and we’re gonna choose
Colonel Charles Washington and so that takes us over to Colonel Charles
Washington’s family tree. And I should note that when you do this it’s still
setting the original person as the focal point, so it’s not changing the focal
point in the tree it’s just taking you to that person within the tree. So this
is really helpful if you’re looking at a large family tree for a historical
family such as the Washington family and trying to go through navigate or just by
using the different arrows may be difficult and it might be easier just to
click on that name. But one nice thing too is that, let’s say, you want to go
back to the person you were just looking at. Well you go to the top here and, there
we go, George Washington first president of the USA. We’ll click that and that’s gonna
take us back to his view in the tree as well as make him the focal point in the
left side panel. So looking at another part of the HTML tree we’re actually
going to go down and make the focal point George Washington’s half
great-nephew and that is Laurence Washington. So we’re just gonna click
that, make him the focal point of the tree, but then once this loads we’re
actually gonna go down here to the bottom right and we’re gonna look at
what’s known as the pedigree view of the family tree. Now, currently we are in the
horizontal view of the family tree which is a very typical view and a lot of the
family tree building softwares. But when looking at the pedigree version of the
family tree, it gives you a nicer view in terms of just the ancestors – so it cuts
out all the siblings, the descendants, aunts, uncles, etc. And it just gives you
the ancestors directly so your parents, grandparents, great-grandparents, and
great-great grandparents. Then you’ll notice over on the right side all of
these little green boxes with the numbers in an arrow and that means that
you have plus 20 generation more to look at if you click that. Plus
ten more generations if you click that. And that’s basically just gonna set that
person as the new focal point for the family tree. But looking here it has a
lot of options for us, though we can still click on that node and that’s
going to give us the left side panel. We’re also going to get the option to
look at any matches within Geni or My Heritage. You can also add any siblings
or any other family members and in this view it has it a little differently, so
you can add a father, a mother, a brother, sister, husband, wife, son, daughter, and
then you can also do edits to the other members of the family or change them to
the focal point of the tree in the pedigree view. But we’ll X out of that
and you can also just kind of do your basic edits, click the little Edit pencil
on the bottom right in the node and it pops up with all of your edit fields. But
a few things that you will notice in here are these little exclamation points
and then the green x two. Now you will find both of those in the other view of
the HTML tree, the horizontal view. Now you won’t get the exclamation points
when you’re looking at the flash tree and these exclamation points are the
inconsistency markers and an inconsistency marker is something where
the geni system is saying that something is not matching up. So here
it’s saying that they married too young and it says that Jane Washington married
when she was only 15 years old. Now this doesn’t always mean that this is going
to be false, a lot of times in history people were really young when they got
married and a lot of times people live to be
really old, so you can sometimes ignore that or if it’s something that you’re
just not sure of you can leave it. And you’ll see those throughout and that
basically just means there’s different inconsistencies. Sometimes it might be
that a child’s name is a different name, so meaning their surname. So the parents
are George Washington and Martha Washington but the child is Charles
Rebar, then it’s going to say there’s an inconsistency.
But then when looking at the X two, that’s something that you will see in
both of the flash and the HTML version of the tree in horizontal view, and this
just means that that person shows up twice. Well the cool thing about when
you’re looking at the pedigree view is when you click that X two it
actually highlights where that person is both places within the pedigree. So if
they are there a couple of times then it’ll highlight all those different
places so it makes it kind of easy to see when there’s pedigree collapse
within a family tree. But one thing I should note, when they do show this is
that you’ll notice that up here captain Augustine Washington senior, they don’t
even put the parents. But down here they do put them and basically that’s just
because they just want to limit the amount of people so if they already have
that person in the tree two times and you just know by looking at the one that
has the parents -well those are the parents. Now one of the really nice
things about the HTML version of the tree versus the flash version of the
tree is the HTML version actually works on phones and tablets. A lot of different
devices do not use flash and there are actually a lot of programs which are
trying to get rid of using flash and there are even some web browsers that
are discontinuing their support of Flash programs. So eventually it’s going to get
to a point where the flash tree really won’t even be supported on that many
devices and another thing to note is that a lot of the newest updates and
tools that Geni will be putting into the world family tree are mostly going
to be focused on updating in the HTML version of the tree. So if you’re using
the HTML version, you’re going to be getting a lot of those newer updates and
when something new rolls out that’s where you’re going to be finding it. So
certain things like the inconsistency checker, which is one of the newest
pieces of geni, you’re not gonna find that in the flash version because they
just aren’t going to be updating that. Thank you so much for
checking out this video! If you enjoyed please be sure to click the like button.
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