Tag Archives: Werelate

WeRelate Update

I’m embarrassed to say I’ve paid little more than quick visits to my family pages at WeRelate lately, so once I finally did stop by for a good look around, I was pleasantly surprised.

First off, the current featured page for David Edmiston, and the associated Early Settlers of Augusta County, Virginia page, are quite inspiring. I love the beautifully designed links box on David’s page that directs you to all the research related to him and his family.

WeRelate Tree View

The addition of the new family tree viewer on family and person pages makes it easy to see where an individual fits into the family and to navigate between family/person pages. The dots next to an individual box tells you there’s a family page associated with that person (Marjorie has two) and the plus signs next to an individual will expand the tree to show that person’s family.

The family tree isn’t active on the page by default. You must click on the family tree icon just below the initial person/family details box on any page. Click again and the family tree area will disappear. It’s a great addition to the site.

WeRelate continues to amaze. I know where I’ll be spending a good deal of the upcoming holiday weekend. I’ve got a lot of Henry data that needs to be compiled . . .

WeRelate Portals

Some of the most fascinating information at WeRelate can be found in the portals. Portal pages are designed to serve as an overview for a section or topic.

WeRelate Community Portal

Let’s start with the Community Portal. This is probably the closest thing to a table of contents you’ll find on the site. Here you’ll find links to other portals, WeRelate projects and discussions, administrative information and lots of tutorials.

WeRelate Family Portal

Every namespace in WeRelate has its own portal. You’ll find links to them at the top of every portal page. Here is the Family Portal page.

WeRelate Cemetery Portal

The Cemetery Portal discusses how to set up your own cemetery page on WeRelate and link it to the portal. The cemetery portal has a growing number of cemeteries listed with history, photos and contact information. Like much of WeRelate, it is a fabulous source of information for researchers which will only increase in value as more of us add our own information.

Spend an afternoon browsing the portals at WeRelate. You’ll be amazed at the fascinating information you’ll find along with a lot of inspiration you can put to use in your own research. If you have a fact or suggestion to add to a page, please do so. Every little bit helps.

Putting WeRelate to Work

Now that we’ve looked at the major components in WeRelate, it’s time to see how all this can come together for research and collaboration. We each have our own research style, so I’m throwing out a list of ideas that you can choose to incorporate into your style or adjust to fit it.

  • Do you want to get your feet wet, but are afraid of inadvertently deleting something important? No problem, experiment to your heart’s desire in the Sandbox site. This is a duplicate of the main site created just for users who want to practice something before they put it in place on the live site. There’s also a Sandbox page in the Help section used to get you comfortable with the wiki editor.
  • The Surname in Place pages (example: Barker in Chattooga, Georgia, United States) make a great place to not only document useful resources, but also maintain your research log and todo list for the group.
  • Follow the links at the bottom of any page to other pages associated with this one. My Surname in Place page links to the Barker Surname page, the Chattooga County page and the Barker in Georgia page. A little browsing in these related pages might hook you up with others researching your family or places.
  • Your own User page is a great place to bookmark WeRelate pages associated with your research. Not only does it make it easier for you to move within the platform, but it lets other researchers see at a glance which families and places you are researching.
  • Watched page
  • Watch pages related to your research. Just click the Watch link in the sidebar (shown as Unwatch here) of any page. In this example, you can see I am watching this page. Click on my username in the sidebar and you will be taken to my User page. This is a great way to find – and be found by – research cousins. Also, when you watch a page, you will be notified when anyone makes a change to that page.
  • Take advantage of the growing number of portals and research guides available within WeRelate. You’ll find research guides covering a broad range of topics – from ethnic groups and historical events to cemeteries and sources. Check both the watchers and contributors (by looking at the page’s History) to find possible collaborators.
  • As you discover research resources online, add them to the appropriate place pages or research guides so others can find them too. Every addition adds value to the entire community.
  • You can use article pages to include additional content related to your people and places. One group has included pages as a notebook for a significant family or to provide analysis of their research.

WeRelate offers a tremendous amount of flexibility, adjusting to your research style rather than forcing you into a style you may find awkward. The toughest adjustment is learning the wiki editor, but even that will quickly become second nature. Few platforms offer the potential to connect and collaborate like those found here. So what’s stopping you?

See you on WeRelate!

WeRelate: The Person Page

When you upload your GEDCOM at WeRelate, a person page is created for each individual listed in your GEDCOM. The one exception to this is when one of your ancestors already exists within the WeRelate collection. Then, your information will be merged with the existing information on that person and that page will be connected to the family tree you create as part of your GEDCOM import. You can also create new person pages from within WeRelate. For example, you can add a child from a family page which will create a person page for that individual.

In this example, you can see Emma’s birth and death information along with other facts about her. Down the right side of the screen you see information about her parents, siblings, spouse and children. Click on any name to go to that person’s page. Click on the “Parents and Siblings” title to go to her parents family page or the “Spouse and Children” title to go to her family page with her husband, George. If Emma had married more than once, you would see multiple Spouse and Children sections for her.

Sample person page

Each person page connects the individual to her parents, siblings, spouse(s) and children along with the places and sources associated with her. You can use the notes section to document your research, list possible areas for more research or ask questions. You can include images of the person and the narrative section of the page can be used to build your biographical sketch of this person.

Person page form 1

The first section of the person page form associates the individual with the appropriate families and provides vital facts about that person’s life. Once again, if that person was married multiple times, you can add multiple spouses. WeRelate keeps them all organized nicely for you. I just wish my research worked this well [heavy sigh].

Person page form 2

Next comes sources, image, notes and the personal history narrative. Note in the images section that there is a check box for “Primary”. When you check a photo as primary, it will replace the silhouette icon at the top of that person’s page.

Like all other pages in WeRelate, there is an associated history and talk page where you can keep up with changes made to this page and discuss research efforts – or anything else – with other users.

By now, page organization and management is becoming quite familiar. There are still a few issues with wiki notation to get comfortable using which is why I keep the editing cheatsheet nearby.

With the basics down, you’re ready to begin managing your research using WeRelate. This series now moves from describing the WeRelate components to looking at ways to put them to work in your research. Things start getting really interesting now.

WeRelate: The Family Page

The family page in WeRelate brings all the people and places associated with this family together in one nice, neat package. WeRelate creates a family page for each parent combination. An individual with multiple spouses will generate multiple family pages. In addition, each person will belong to another family page as a child of that family.

WeRelate Family Page

Click to view larger image.

Here is a view of the top part of the family page for one of my Barker families. A lot of this content is generated either from my GEDCOM import or from information entered into the form area at the top of the edit screen for this family. The husband and wife are listed prominently on the page along with their vital information. Each person’s name is a link to their WeRelate person page. Places link to the appropriate place page. In small print just above the husband and wife’s names, you’ll see links to the family page for each one’s parents. So, it’s easy to move up and down the generations from these pages.

In the left sidebar, you see links to edit this page, look at its history, the trees associated with it or the other pages that link to it. You can see who’s currently watching this page and turn on/off watching for yourself. The list of people watching the page links back to their user pages so you can see more about them and make contact.

Below the list of children is where the narrative for this family begins.

Additional family page content

Click to view larger image.

Just below the narrative is the image gallery and then the reference area. The images in the gallery may also be included in the narrative. The reference area contains both source information and notes included for this family.

Family page editing form

Click to view larger image.

In this example, I’ve chosen a family with little associated research to make it easier to show the form’s layout.

The editing screen is quite simple. There’s fields to enter the page name for the husband and wife. Fields for marriage information – notice you can include links to sources, images and notes here. I don’t yet know the date of this couple’s wedding so I don’t have any sources or notes for them yet, but I do have a wedding photo. You see it listed in the images as I2. Once I have the marriage info, I’ll just enter “I2″ into the image box and it will be included with the marriage information. Sources and notes are also automatically numbered as you add them. You use those IDs to reference them in your forms and narrative.

Save page

Save page section

As with any page in WeRelate, it’s always good to include a note describing the changes made to this page. This information is recorded in the History section of the page. The example below shows what the history for this page looks like.

History page

Click to view larger image.

Here you can see who made changes and when. You can follow the links to each contributor’s user page or talk page and see what other things that person has contributed. You can compare selected versions of this page and your can roll back the view to an earlier version.

It may seem like I’m skimming over the importance of the family page. To some degree I am. Next week, we’ll look at the person page, then we’ll start looking at how all this comes together and ways to put it to work.

 

WeRelate: Images

Like just about everything else in WeRelate, each image you add to the platform gets its own page. And, images are not just photographs either. If you have digitized original documents and records, these can be included in the image collection and displayed on any of your pages.

Sample image page

In this example, you’ll notice important image information in the box on the right. This includes the date and place where the photo was taken, who owns the copyright and which families it relates to. Down the right side of the image is some descriptive text I entered which includes a link to the full-sized image at my profile on Flickr [More on that in a minute.] You can even download a copy of the image if you wish. The square white box you see in the center of the grave marker is not part of the photo but a signal to you that there is a note attached to this image. Mouse over the box and the note will appear. While it is a bit of overkill in this example, it could be very useful to identify people in a group photo.

Below the image is the File history section which lets you know what changes have been made to this image. In this case, I first tried uploading a thumbnail image, but it was unreadable so I decided to use a larger image instead. You can click on any of the earlier revisions to see what they looked like.

At the bottom is a list of pages that link to this image. You can see that the image links to both the person and family page associated with Emma. What you don’t see is the link to the MySource page I created for this marker. If you’re using a photo or scanned item as a source, why not include the image file too?

Don’t start uploading all your archival family documents to WeRelate just yet. WeRelate wasn’t designed to be a photo-sharing site like Flickr or Photo Bucket. It doesn’t have the capacity or the functionality to store huge photo files or re-size them for web display. You will need to edit your images to a web-ready size before you upload them. They have a very nice tutorial on preparing an image in the Help Portal.

You will also need to provide a unique name for your image. Although my example above is quite unique, it may not be the best name for my image. This is the serial number the image was given at Flickr when I uploaded it there some time back. When I downloaded a small-sized copy of the image from Flickr, I didn’t think to rename it before I uploaded it to WeRelate. An image’s file name automatically becomes the page name too. This page name will work in WeRelate, it just won’t tell you at a glance what kind of image it is. Something like EmmaBarkerGraveMarker.jpg would have been more descriptive. If you have set up your own naming system for you personal archives, why not use it in WeRelate too?

While WeRelate only accepts low-resolution, web-ready images for use on the site, that doesn’t mean you can’t link to higher resolution copies stored at your favorite photo-sharing site. In this case, I’ve got many of the family markers photographed at several cemeteries. And, since I use Flickr to both archive and share my research images, I have included a link to the “quality” copy there.

Once your image is ready for upload, choose the Add > Image command from the WeRelate menu and the add image form appears.

Add image form

At the top of the form, click on the Choose File button to select the image file you wish to upload, then add a title for your image page. Next you will need to choose a copyright license from the drop-down field and enter the copyright holder. In my example, it’s my own photo which I share using the Creative Commons BY-SA license (share alike, attribution required) so that was my selection with me as the copyright holder. If you’re unsure which license to use click on the help link just to the left of the field for more information.

Next, enter the date and place of the photo. Once again, this was easy in my case because I took the photo (and because Flickr captures camera data embedded in the photo). Use the WeRelate place naming standard in the place field and it will create a link to that place page. You can also associate one or more person and family pages to this image. When you do this, the image is automatically added to the Image Gallery section of those pages.

The text area gives you an opportunity to describe the contents of the image. This is also where you would include a link to an external copy of your image. The wiki way to do that is very simple. Just surround the URL to the image with square braces. Add a space after the URL then type the word(s) that will make up the text to click on and you’re all set.

Download high-resolution image at [http://www.flickr.com/photos/moultriecreek/5696538995/ Flickr].

This example will create the link around the word “Flickr” and add the little external link icon you see in the screenshot at the top of this article.

Make sure you associate the image with one of your family trees, then click the Upload file button. The file will be uploaded, image page created and the image will be added to the image gallery sections on the related person and family pages.

Often the image page is ignored in the rush to add an image to a person or family page. Every image has its own story to tell and deserves the effort it takes to describe it. And, once complete, it will also attract attention when research cousins come a’searching. If your images link back to your families, it will lead them right to you.

Upcoming articles will show how to include images into the narrative on family and person pages. Stay tuned!

WeRelate: Import your family tree

You don’t have to begin from scratch. WeRelate can import GEDCOM files of the family research you have already completed. The data from your GEDCOM will be used to create person, family and source pages within WeRelate. Before you begin, however, there are a few things you need to understand.

WeRelate is a collaborative platform. When you import GEDCOM information, you are agreeing to release that information under the Creative Commons Attribution/Share-Alike License 3.0 and GFDL. Read the fine print in both licenses, but basically you are allowing anyone to use the information as long as they attribute it to you and anything they do with the information will also be shared in a like manner. If you’re not comfortable doing this, don’t add your GEDCOM.

The GEDCOM import page (found under the Add menu) provides more information about the licensing. Read this before you begin.

Import GEDCOM screenClick to view larger image.

As you can see, the Import GEDCOM page is mostly instructions. Here you’ll find some very useful information on how to prepare your GEDCOM for import and the special treatment necessary for living people. I started with a very small GEDCOM – just three generations – to get a feel for the process. I highly recommend small imports for several reasons. By reviewing the group before I created the GEDCOM, I became “re-acquainted” with this family’s data. And because my memory had been refreshed on who was who and how they fit together, it was easier for me to deal with the matching process. Let me explain. During the import, WeRelate checks to see if your people already exist in the database. If the process discovers potential matches, you are asked how you want to deal with it. I had no problems in my small imports because I was familiar with the data. When I got brave enough to do a large import, this step was more difficult – especially with those dusty branches of the family tree that haven’t gotten much attention lately.

Create GEDCOM file
Creating GEDCOM in Reunion.

Another reason I would recommend small imports has to do with the cleanup process. Yes, there will be some cleanup effort once the import’s complete. First of all, GEDCOM imports don’t include images so you’ll have to add them manually. Then, you’ll probably want to review your source pages to insure they follow WeRelate’s naming conventions and that details are in the correct form fields. You may also want to check for any existing repositories related to your sources and/or add your own.

If you’re like me, you’ll make a connection on some piece of information that’s been there for years which will then lead you off in a new research direction. [Distractions - don't ya just love them!] Even if you aren’t as easily distracted as I am, this review process can spark a few new research ideas that you can add to your research log for later action.

Once you’ve uploaded your GEDCOM file at WeRelate, you’ll be told that it will take a few minutes to process. When that’s done, you’ll find a message on your talk page (go to your WeRelate profile page, then click Talk in the left sidebar) telling you what to do next.

GEDCOM Review
Click on image for larger view.

The top part of the browser window walks you through the review process. The bottom section provides the instructions for each step. As you visit each tab on the review screen, the bottom pane will tell you what you need to look for and the steps you need to take before your GEDCOM will be ready to import in tab 8. This example shows some of the issues you may find.

People Tab

On the People tab, you’ll notice that WeRelate is excluding three people because they are listed as living. Actually only one of them is, but because of the birth/death dates listed in my database, WeRelate isn’t taking any chances and is excluding them all. You’ll notice others are listed as living but are being imported. Take Elizabeth Carswell for example. There are no birth or death dates for her, but her family connections (parents, spouse, children) are old enough that WeRelate figures she’s long gone.

Checking matches

When WeRelate finds a match for a person, family, place or source, you’ll see that match in the row with the item it matches. Although I don’t have a match to any of these families, if one did match an existing page, it would be listed in the match column. I can then click on it to display the family page in the screen’s lower panel, then click my husband or wife to display the page WeRelate will build for them to compare. If you decide not to import a matched person or family, just check the Exclude box in front of the record.

Pay special attention to the Warnings tab. It displays both alerts (missing gender, for example) and errors (burial date before death date, in my case). There’s a Print button so you can print these out for later reference, but if there are too many errors, WeRelate will refuse to import your GEDCOM data. You’ll need to fix the data in your genealogy software app, export a new GEDCOM, then try the import again.

Manage trees page

Should you decide to cancel the import, choose the MyRelate > Trees command to go to the page listing your trees. Find the tree (shown here as “waiting for review”) and click the Delete item.

Is this everything you need to know about importing GEDCOMs into WeRelate? Not even close, but it does show you the process and the things you can do to make it as sooth as possible. Keeping your imports small is a great way to see how it works without getting overwhelmed. Take a test drive and see for yourself.

Reminder: The WeRelate resource page contains an index to the complete series.

WeRelate features a well-designed person page

Take a look at Maria Hornet’s person page for lots of great ideas.

WeRelate Naming Conventions

As you wander around in WeRelate, you’ll notice patterns in how things are named. These naming conventions make it easier to design the programming to support the site’s functionality – especially with the all-important search engine. They also let us know at a glance what we are looking at. Here are some page name examples to show you what I mean:

  • Person:John Barker (11)
  • Family:John Barker and Linnie Blake (1)
  • Place:Holland, Chattooga, Georgia, United States
  • Source:Chattooga, Georgia, United States. 1920 Census Population Schedule
  • User:moultriecreek
  • Image:ChattoogaBarkers0001.png
  • Portal:Cemetery
  • Repository:Family History Center

Are you beginning to see the pattern here? Every name begins with a namespace. A namespace is a programming term defining a category of information. By looking at the first example, we know right off that it’s referring to a specific person while the second refers to a family.

What comes after the namespace (besides the colon) depends on the type of namespace. For each person in WeRelate, their page name displays only their first given name and their surname. The number in parentheses in my case shows that my John Barker was the 11th John Barker added to WeRelate. When you visit his page, you will find that his full name is John Thomas Barker. This may take a bit of time and effort for us humans to get used to, but the machines managing all this information understand it just fine.

You usually don’t have to worry about creating a page name. When you create a new person or family page, you enter the given names and surnames into the page’s data entry form and the system will generate the page name for you. Places are quite simple too. Start with the smallest entity and move out from there. In my example above, I’m referring to the community of Holland in Chattooga County, in the state of Georgia which is in the United States. With “Holland” and “Georgia” also being the names of countries, this system helps keep everything in perspective.

Naming conventions are important to limit duplications. Most of the steps to creating a new page in WeRelate involve a search to see if the page already exists. That’s a whole lot easier to do when there is a standard format for naming things.

Which leads me to sources. Yes, we all cringe at that word. Because there are so many variables, sources are the most difficult to name. As a result, there’s an on-going effort at WeRelate to consolidate duplicate source records. There is a section within the WeRelate Help files dedicated to naming source pages. Read it. Bookmark it so you can get to it easily for a quick reference. This is probably one of the most important pages in WeRelate’s help system.

Standardized page titles also make it easy to get to that page within WeRelate. For example, the actual URL to the Help:Source page titles page is http://www.werelate.org/wiki/Help:Source_page_titles. Not bad, huh? It makes it easier to search for things when you know how they are named. And, it helps prevent duplication of people, places and things within the platform. Since there are more than 2 million people pages residing here, all these things are important. Spend some time getting familiar with WeRelate’s naming conventions and you’ll soon discover how useful they are.

What’s up next? Sources! We’ll look at how to craft a source page and why that time and effort is so worthwhile. See you next week!

WeRelate: Walking, talking, watching and searching

With a title like that, there’s got to be a song in there somewhere. In reality, these tools can have you singing and dancing the genealogy happy dance as you find your own genealogy treasures in WeRelate.

Now that you’ve built your profile page – your virtual business card (genealogy business that is) – it’s time to take a little walk around the neighborhood and get a feel for the place. The featured page on the WeRelate home page is a great place to start. Take a look at that page to see what makes it so special. Follow the links to view other family members, the places associated with that family and even check out how that person is using source pages. There are a lot of ideas to be learned from others.

Community Portal

Stop by the Community Portal. There’s a lot more going on in WeRelate than just family trees. The Community Portal is the front page to a world of research help. Here you’ll find a portal dedicated to cemeteries and another for Mayflower descendants. Are there Cherokees in your ancestry? You might want to visit the Cherokee Heritage Project. Wander through the Support section – there’s an amazing amount of tutorials and other support info to help you take full advantage of WeRelate’s potential. Make sure you pay a visit to the Watercooler. This is a place where all WeRelate users have a voice and can help shape what WeRelate is and how it works. You’ll find some very interesting discussions there.

Speaking of discussions . . . during your wanderings around WeRelate, you will notice that in the left sidebar of every page you’ll find a Talk link. Every page in WeRelate has a corresponding Talk page. As you find people and places associated with your research who are already a part of WeRelate, this is a great way to connect with them and compare notes. All you have to do is open the Talk page associated with a family, person or place page and leave a short note introducing yourself and your research efforts. Wiki code will add a quick and dirty signature including your WeRelate user name and a link back to your profile page. All you need to do at the end of your note is type --~~~~ (two dashes and four squiggles) at the end of your note. You can also press the signature icon on the toolbar at the top of the edit box.

Sample discussion
You’ll always find a lively discussion around the GEDCOM-related pages.

You probably want to learn more about the person – or persons – working on pages related to your research. The best way is to visit their profile pages. The first thing I do is look in the sidebar and see who’s watching the page. If you find a page that supports your research, you can add yourself to the watch list and WeRelate will automatically notify you when changes are made on that page. So . . . anyone you see on the watch list is also interested in the page and could possibly be a research cousin.

If you’re only interested in the people updating the page, then look at the page’s history. Yes, it’s a strange looking page. It is actually an audit trail of every change made to that page defining when and who made the change. Here you’ll find the user names of the page’s editors – which link back to their profiles.

History page

Now that you’ve had time to get a look at some of the people, places and users in WeRelate, you’re ready to get more specific. It’s time to look for people and places related to your research. It’s time to start searching.

There are over 2 million people pages in WeRelate and almost 700,000 family pages. Places and sources are nearing a million each. The search function manages it all. Yes, I know there’s no such thing as a perfect search engine, but this one serves us quite well. Before you start, you need to know what you’re looking for.

Basic search page

WeRelate content is divided into what they call namespaces. A namespace is just a content category – like person, family, place, source and so on. You’ll see the complete list of namespaces in the left sidebar of the search page example above. When you select a namespace in the search form, the form will change to display fields appropriate for your choice. In the example below, you see a search form for a person namespace.

Person search form

Obviously the more information you can provide, the more focused your search will be.

Search results

The results will appear listed just below the search form. As you can see here, the results are ranked based on the number of items matching your search query (shown in bold in each found record). You’ll also notice the wealth of information displayed in the search results. If there’s a photo associated with a person, it’s included. Of course, there’s a link to that person’s page, but you’ll also see when it was last edited and who’s watching the page.

Yes, there’s a lot more to searching than can be covered in a couple of paragraphs. Fortunately, the Search section in the Help portal has all the details. You might want to check its Talk page too for even more search discussion.

Even if you’re an experienced WeRelate user, taking an occasional stroll around the neighborhood is always enlightening. Take a look at what others are doing or start a discussion to learn more about a topic. You’ll be surprised at the results.

Next up in the WeRelate series . . . naming conventions. We’ll look at how to name things correctly and why that is so important.