Family Tree Builder 30 PDF

Family Tree Builder
Ver. 3
User's Guide
Introduction
Family Tree Builder User's Guide
Important Notice
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specifically stated in this guide is made either by Family Tree Builder or by its
agents.
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Other product and company names mentioned herein may be the trademarks of
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Introduction
Table of Contents
Chapter 1: Introduction ............................................................. 13

Introducing Family Tree Builder ................................................. 14
What is Genealogy?................................................................... 16
Definition of Genealogy ............................................................................ 16
The Rise of Genealogy ............................................................................. 16
Distributing Your Family Tree .................................................... 18

Doing Your Research................................................................. 19
Choosing Your Goal ................................................................................. 19
Family History Begins at Home................................................................. 19
Best Starting Point: You............................................................................ 19
Next Step: Your Relatives......................................................................... 20
Achieving Success.................................................................................... 20
Documents and Photographs ................................................................... 20
Read up on Family History: Join a Society ............................................... 21
Pick the Right Tools .................................................................................. 21
Share and Enjoy ....................................................................................... 21
Chapter 2: Quick Tour ............................................................... 22

Family Tree Builder Main Window ............................................. 24
Family Tree Pane....................................................................... 25
People List ................................................................................................ 27
Hierarchical Family Tree Display .............................................................. 35
Tree View ................................................................................... 38

Person Card.............................................................................................. 39
Generations View ..................................................................................... 42
Photos View ............................................................................... 43

Smart Matches View .................................................................. 44
Smart Research View ................................................................ 45
Charts View................................................................................ 46
Reports View.............................................................................. 47
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Introduction
Menu Bar.................................................................................... 48
File Menu...................................................................................................49
Edit Menu ..................................................................................................50
View Menu.................................................................................................51
Charts Menu ..............................................................................................52
Reports Menu ............................................................................................53
Favorites Menu..........................................................................................54
Research Menu .........................................................................................54
Publishing Menu ........................................................................................55
Tools Menu................................................................................................56
Help Menu .................................................................................................57
Toolbar ....................................................................................... 57
Right-click Menu Options ........................................................... 59
Chapter 3: Getting Started ........................................................ 68

Using Family Tree Builder.......................................................... 70
Step 1: Downloading Family Tree Builder .................................................71
Step 2: Launching Family Tree Builder .....................................................71
Step 3: Registering as a Member of MyHeritage.com...............................71
Step 4: Creating Your First Project............................................................71
Step 5: Defining Your First Family.............................................................72
Step 6: Adding People to Your Family.......................................................72
Step 7: Publishing and Inviting Visitors .....................................................72
Step 8: Finding Matching People...............................................................73
Step 9: Generating Charts and Reports ....................................................73
Creating Your First Project......................................................... 74

Adding a Family ......................................................................... 79
Describing a Person................................................................... 82
Expanding the Family ................................................................ 98
Double-clicking on an Empty Family Card.................................................98
Right-clicking on a Persons Card .............................................................99
Using the Add Person Button ..................................................................100
Defining New Children in the Family Tree ...............................................101
Adding an Existing Child to a Family .......................................................103
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Introduction
Adding Another Family ........................................................................... 103
Editing Information ................................................................... 105

Editing a Person ..................................................................................... 105
Editing a Family ...................................................................................... 106
GEDCOM and Family Tree Builder.......................................... 112

Entering Dates ......................................................................... 116
Date Field ............................................................................................... 116
Citations ................................................................................... 119
Chapter 4: Handling Photos and Other Media ...................... 123

Overview .................................................................................. 125
Media Types............................................................................. 127
Photos in Tree View................................................................. 127
Viewing and Managing Photos ................................................ 128
Photos People List ................................................................... 129
Photos List ............................................................................... 131
Photos Display Options............................................................ 132
Quick Find Options .................................................................. 136
Photos Handling Options ......................................................... 137
Query Options (Advanced Find) .............................................. 138
Adding New Photos ................................................................. 141
Importing Photos..................................................................................... 145
Editing a Photo......................................................................... 149

Photo Information ................................................................................... 150
Viewer Window ........................................................................ 160

Photos Menu Bar ..................................................................... 161
Photos Menu........................................................................................... 161
Query Menu ............................................................................................ 162
Virtual Cemetery ...................................................................... 163
Chapter 5: Smart Matches....................................................... 165

Overview .................................................................................. 167
Matches in Tree View .............................................................. 168
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Introduction
Smart Matches Window ........................................................... 169

Smart Matches and Publishing................................................................169
Overview Tab ..........................................................................................170
Matches Tab............................................................................................172
Compare Tab...........................................................................................181
Smart Match Merge Utility .......................................................................185
Chapter 6: Smart Research..................................................... 193

Overview .................................................................................. 195
Smart Research in Tree View .................................................. 196
Smart Research Window ......................................................... 197
Overview Tab ..........................................................................................198
Results Tab .............................................................................................200
Compare Tab...........................................................................................203
Chapter 7: Charts..................................................................... 204

Displaying a Chart.................................................................... 206
Configuring Chart Appearance ................................................ 210
Chart Options ..........................................................................................210
Chart Styles .............................................................................................220
Chapter 8: Reports................................................................... 222

Generating a Report ................................................................ 224
Report Options......................................................................... 225
Book Report ............................................................................. 226
Family Group Sheet ................................................................. 230
Relationships Report................................................................ 232
Ancestors Report ..................................................................... 233
Descendants Report ................................................................ 234
Timeline Report........................................................................ 235
Descendants Summary............................................................ 236
Address List ............................................................................. 237
Open Reports Folder ............................................................... 237
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Introduction
Chapter 9: Publishing Your Family Tree ............................... 239

Publishing to your Family Site.................................................. 241
Publishing Overview ............................................................................... 241
Family Site .............................................................................................. 241
Automatic Publishing .............................................................................. 242
Publishing a Project ................................................................................ 243
Publishing Settings .................................................................. 244

Defining the Publishing Settings of a Project .......................................... 244
Managing Your Family Sites .................................................... 253

Family Tree Publisher .............................................................. 256
Chapter 10: Language and Translation ................................ 258

Supporting Multiple Languages ............................................... 260
Display Language ................................................................................... 261
Data Language ....................................................................................... 261
The Virtual Keyboard ............................................................... 263

Changing the Display Language.............................................. 264
Primary and Secondary Data Languages ................................ 266
Changing the Language........................................................... 268
Translating in Family Tree Builder ........................................... 271
Translating All Project Data .................................................................... 272
Translating the Current Windows Data .................................................. 274
Translating a Specific Fields Data .......................................................... 276
Chapter 11: Advanced Tools .................................................. 277

Configuring Family Tree Builder .............................................. 279
Managing Sources and Repositories ....................................... 280
Managing Sources .................................................................................. 281
Managing Repositories ........................................................................... 283
Managing Places ..................................................................... 286

Importing / Exporting Family Tree Builder Data ....................... 292
Chapter 12: Research.............................................................. 295

Introducing the Research Tool................................................. 297
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Introduction
Megadex and Soundex ......................................................... 298

Using MyHeritage Research .................................................... 299
The Research Menu ................................................................ 304
FAQ ............................................................................................. 305
Index ........................................................................................... 312
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Introduction
About This Guide

This user guide is intended for first-time and
experienced users of MyHeritage Family Tree
Builder. It will familiarize you with its interface,
describe its workflow and can serve as a reference
for all the options that appear in its windows, menu
bar and toolbar.
This guide contains the following chapters:

Chapter 1, Introduction, introduces the features and benefits of using
Family Tree Builder to build your family tree, describes genealogy in general
and provides a guideline for doing your research.
Chapter 2, Quick Tour provides a quick tour through the various options in
the Family Tree Builder interface.
Chapter 3, Getting Started suggests a workflow for getting started with
Family Tree Builder and describes how to start adding people to your family
tree.
Chapter 4, Handling Photos and Other Media, describes how to add,
view, annotate and automatically mark faces in photos and how to use
documents and video/audio files to enrich your family tree.
Chapter 5, Smart Matches describes the option for finding out if any of the
people in your family tree appear in family trees that have been published
by other people anywhere in the world using Family Tree Builder.
Chapter 6, Charts describes the types of charts that Family Tree Builder
provides and how to create and customize them.
Chapter 7, Reports describes the variety of reports that Family Tree
Builder provides.
Chapter 8, Publishing Your Family Tree describes how to publish your
family tree using Family Tree Builder to the MyHeritage.com website, so
that it is available for viewing through the Internet to anyone that you invite
using a standard web browser.
Chapter 9 Smart Research describes the option for searching and adding
genealogical information to the people in your family tree based on
information in known genealogy sites.
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Introduction
Chapter 10, Research describes the rich functionality provided by

MyHeritage.com genealogy research feature. This tool enables you to
research families and/or specific people in a variety of genealogy research
databases.
Chapter 11, Languages and Translation describes the various language
and translation features that are provided by Family Tree Builder.
Chapter 12, Configuration Options describes additional options for
configuring the behavior of your family tree.
Chapter 13, Frequently Asked Questions describes how to handle a
variety of special situations in MyHeritage.
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Introduction
Glossary
The following describes some of the terms used in
Family Tree Builder.
Term Description
GEDCOM An acronym for GEnealogical Data COMmunication.
GEDCOM is a specification for exchanging genealogical
data between different genealogy software. More
information is provided in GEDCOM and Family Tree
Builder.
Genealogy The tracing of ones roots. More information is provided in
What is Genealogy?
Media or Photo The term photo and media may be used interchangeably
in this guide. Media may refer to a photo, document file or
video/audio file.
Personal Photo Family Tree Builder enables you to assign a single picture
to each person in order to represent them wherever
possible. For example, in a report or in a thumbnail that is
displayed when you hover over a person in a list or when
they are shown in Tree View. Typically, this photo should
be a portrait of their face. You can mark the face of a
person in a photo and use that marked area as the
personal photo.
Home Person Each family tree has one person, called the Home
Person, to whom quick access is provided. This person is
located in the center of the Tree View.
A variety of options are provided to see the relationship of
people in the family tree to this Home Person.
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Introduction
Contacting Us
Technical Support [email protected]

Sales [email protected]
Marketing [email protected]
Business Development [email protected]
Public Relations [email protected]
Affiliate Program [email protected]
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Introduction
Introduction
Chapter 1
Introduction
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Introduction
Chapter 1
Introduction
About This Chapter:
This chapter introduces the features and benefits of using Family
Tree Builder to build your family tree, describes genealogy in
general and provides a guideline for doing your research. It
contains the following sections:
Introducing Family Tree Builder introduces the benefits of using Family

Tree Builder to build and publish your family tree.
What is Genealogy? describes the definitions and origins of genealogy.
Distributing Your Family Tree describes how to use Family Tree Builder
and MyHeritage.com to build and publish your family tree.
Doing Your Research provides a guideline for the process that you will go
through in order to gather information to fill your family tree.
Introducing Family Tree Builder

Creating a family tree was once possible only using pen and paper and was
very difficult to maintain. The Family Tree Builder enables creating family trees
easily and beautifully. In handwritten family trees, it was a major task to add a
newly discovered family branch. Using Family Tree Builder, your computer
helps you do the research and immediately produces a variety of printouts,
charts and reports. These can be easily distributed to anyone and can be
viewed on the Internet in a simple and intuitive interface.
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Introduction
Documenting your history for future generations is like writing a detective story,
where you are both the author and the hero. You are trying to unravel mysteries
of the past, sometimes starting with very little information. You put together a
puzzle and unravel the previously undiscovered history of your family.
Gathering, designing and building your family tree is not just about collecting
names and dry facts. We recommend that you try to bring the family tree to life
by interviewing as many family members as possible and gathering all the
photos, documents and video/audio files that you can. Pulling a thread of
information opens up more information questions and typically encourages
relatives to share previously unknown facts. This is why genealogy is appealing
to tens of millions of people.
In addition Family Tree Builder enables you to publish your family tree to a
family site in MyHeritage.com
A family site on MyHeritage.com provides an ideal location for showcasing your

family tree. Here are some of the benefits of having a family site:
Free: Family sites are free using MyHeritage.com. There are premium
subscription plans for huge family trees or photo collections, but these are
optional.
Sharing: Sharing your family tree with family members and friends in a
beautiful, interactive 3-D display will extend your personal connections and
bring you closer to all involved.
Functionality: Family Tree Builder provides your family tree site with a rich
variety of features and functions that were previously unavailable or that
had only been available using expensive genealogy applications.
Privacy: Your data is only visible to you and to the people that you invite to
view it. Information regarding deceased ancestors can optionally be made
available to guests, so that relatives can find you on the Internet.
Backup: Your data is automatically backed-up online each time you publish
it and can later be restored. This protects your family tree and photos from
any catastrophe or computer failure
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Introduction
What is Genealogy?
Definition of Genealogy
genealogy (j-n-l-j)
noun. pl. genealogies
1 Lineage or pedigree.
2 The study or investigation of ancestry and family histories.
3 A record or table of the descent of a person, family or group from an
ancestor or ancestors; a family tree.
The Rise of Genealogy

Genealogy, or the tracing of one's roots, has enjoyed a massive worldwide
surge in popularity over the past few years. In recognition of this, the United
States Congress has officially designated October as National Family History
Month by unanimously passing a Senate resolution in 2001.
"Experts say that in the United States, genealogy is now the second most
popular hobby next to gardening" 1 said US Senator Orrin Hatch who
co-sponsored the resolution, along with 83 others.
"It is only natural that we want to find out more about our ancestors, and what a
better way to bring families closer together than by discovering more about the
story of your own family?"
This resolution celebrates the fact that millions of people are actively searching
for information about their ancestors and also encourages others to begin their
search.
In the eyes of many, genealogy is educational and bona fide. It brings people
closer to their roots and closer to each other; it strengthens bonds inside the
family as well as between families and it bridges gaps between generations,
cultures and traditions.
1
Source: United States Senate Committee on the Judiciary, June 26, 2003.
http://judiciary.senate.gov/member_statement.cfm?id=834&wit_id=51
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Introduction
Why has genealogy boomed in recent years? This is to a great extent due to
the proliferation of the Internet that has proven to be an invaluable aid in
genealogy. The Internet allows one to search archives, libraries and databases
from one's home, to communicate easily with people across the globe and to
share information. As more and more people go online, and an increasing
number of databases become accessible online, genealogy is dramatically
gaining popularity. It is no wonder therefore, that the Internet is home to
hundreds of thousands of personal genealogy websites, and searching for
genealogy in Google yields over 33 Million hits 2.
2
Source: Google, June 18, 2007. There are also several million additional hits for
translations of genealogy into other languages, such as 'genealogie' (11,900,000 hits)
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Introduction
Distributing Your Family Tree

Any member of MyHeritage.com can build a family tree. This family tree is built
and stored locally until you decide to publish it to the MyHeritage.com site. After
publishing, this site is available to all your family, friends and anyone else who
you invite to view it.
You have the option of defining multiple projects. Each project contains one
family tree. Each family tree describes numerous people. You can publish the
entire family tree to one or more sites or you may decide to publish each
different part (branch) of your family tree to a different site.
You can create a family site that is private and secure, or make it public and
share it with the rest of the world. You are in complete control. Family photos
uploaded to your family site can use our face recognition technology for
genealogy. By sharing millions of facial templates among users, it helps you
find photos of your ancestors in other users' photo albums, identify mystery
people in your photos and find relatives based on facial similarities.
Note A site can contain multiple family trees.
The following shows the flow for building and publishing your site in order to
make it available for viewing by whomever you choose to invite:
Your Family and Friends
Family Tree Builder 3 Invite View 4 MyHeritage.com

(You) Website
3 4
Invite Serve
Publish Publish
2 2
Build
1
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Introduction
1 Build your family tree on your computer using Family Tree Builder. This
process includes a variety of tasks described in this guide, such as: entering
information about people, defining relationships, adding photos, marking
faces and designing the look and feel of reports and charts and so on.
2 Publish all or part of the family tree to the MyHeritage.com website.
3 Invite people to view the site by sending them an email, through the
MyHeritage.com email interface.
4 People can now visit the site though a standard Internet browser and can
modify information only if you allow them.
Doing Your Research

The following advice may help you through the process of tracing your ancestry
and family history:
Choosing Your Goal

Before you begin your family history research, it is a good idea to focus on what
you want to achieve. Do you wish to pursue the paternal (male) line with its
continuity of surname, or the maternal (female) line, or perhaps even verify a
family legend? You may find that the decision is made for you, if the research
proves difficult. If however, you decide to pursue more than one line, be sure to
keep your research organized and file the results separately to avoid confusion.
Family History Begins at Home

The golden rule in family history research is to try to work backwards from what
you already know. As such, family history truly does begin at home and you
may be surprised at how much you already know or have access to within your
own extended family. It is not necessary to have a lot of detail to start, but it
makes sense to log whatever information is readily available and to seek out
further details from relatives.
Best Starting Point: You

Begin by recording your own details, such as: date and place of birth, marriage,
spouse, children and then the details of your parents, grandparents and so on,
as you recall them.
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Introduction
Next Step: Your Relatives

Information from relatives can increase your knowledge of the family, but a
patient and tactful approach is required. Family anecdotes can become
distorted with the passage of time, but should still be noted for later verification.
Be sure to interview your relatives, especially the older ones, as they may have
information about your ancestors that you will not find in any database. Write
everything down for future reference. Getting in touch with your relatives may
often prove to be a rewarding and enriching experience.
Achieving Success
How successful you are in researching your family history is determined by a
number of factors, many of which are beyond your control. Your success can
depend on the survival of records, how common your surname was, your
family's social status and level of literacy and the possibility of transcription
errors. However, success can also depend on your own tenacity, keeping an
open mind and not taking anything for granted, being methodical, approaching
a problem from more than one angle and corroborating any evidence you may
find. In spite of the occasional brick wall, you may find that the genealogy hunt
itself is almost as exciting as the thrill of discovery.
Documents and Photographs

Most families possess old documents or photographs, which can be of use to
the family historian. Examples of documents you might find, which can
significantly aid your research, are: birth, marriage and death certificates,
obituaries, family bible, school certificates, university/school graduation
certificates and awards, military service records, business papers, immigration
papers, travel documents, diaries, address books, birthday books, letters,
postcards, newspaper cuttings and memoirs.
Go through old family photographs and see how many people you recognize.
Show the photos to older relatives to help jog their memory. Try to ask them to
identify as many faces as possible, so that this information is preserved.
Any information that can be gathered from within the family can help establish a
foundation on which to build your family history.
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Introduction
Read up on Family History: Join a Society

Libraries and bookshops stock a range of material on family history. You may
want to consider joining a family history society in your area. For a small annual
fee you will receive all the benefits of membership (magazine, research
facilities, well-stocked libraries, research services and ready advice) and meet
like-minded individuals. Consider also joining a society in the area in which you
are conducting research. You can also turn to the Internet for an active
genealogy community. You can find forums in which to post questions, read
answers, hear about others' successes and failures and find additional
resources.
Pick the Right Tools

The family tree is the nucleus of any family history research and putting it
together is often an exciting journey that can play out like a detective story.
Maintaining the family tree information that you accumulate on paper notes may
quickly get out of hand, so use genealogy software to help you keep track of the
various individuals in your family tree and the relationships between them.
Family Tree Builder is a good choice for this. It is free, supports multiple
languages, offers a very easy interface to enter and review data, and allows
you to organize your entire photo collection according to the relatives pictured.
The Internet offers a wealth of genealogy data, but this information is scattered
and difficult to find. To save time, use the dedicated genealogy search engine
at MyHeritage Research. It can help you get results from the important
genealogy databases on the Internet automatically, for the surnames and
individuals that you are researching.
Share and Enjoy

Once you have put together your family tree, collected some interesting old
photos of your family and gathered family legends, stories and anecdotes, do
not keep this treasure to yourself! Publish it on the Internet for your family and
friends to enjoy. They will be able to contribute more to your research and
perhaps help you fill in missing information. Distant relatives can also find you
this way so that long-lost cousins can reunite as a result of your efforts. Use
MyHeritage Family pages to create a family site and share your family tree and
family history gems, including photos, documents, stories and more. Invite your
relatives to become members in your site and open some areas in your site for
access to guests from the Internet. Share and enjoy!
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Quick Tour
Chapter 2
Quick Tour
Quick Tour
Quick Tour
About This Chapter:
This chapter provides a quick tour through the various options in
the Family Tree Builder interface. It contains the following sections:
Family Tree Builder Main Window, describes the areas of the main
window and their functionality.
Family Tree Pane, describes how family Tree Builder displays the people
added to the family in two display formats: as a people list and as an
hierarchical family tree, and the various functionalities of the display.
Tree View describes how to view and manage people in your family tree in
the graphical interface called the Tree View. This is the main view of Family
Tree Builder.
Photos View describes how to view, query and add photos to people in
your family tree.
Smart Matches View describes how perform various functions of matching
your family tree members.
Smart Research View describes how you can perform basic research on
persons in your family tree.
Charts View describes how you can display the members of your family
tree in various chart formats,
Reports View describes how you can create various reports for the
members of your family tree.
Menu Bar describes the functions in the menu bar.
Toolbar describes the functions in the toolbar.
Right-click Menu Options, describes the right-click menu options available
on a persons card.
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Quick Tour
Family Tree Builder Main

Window
Menu Bar
Toolbar
Family Tree
Work Area
Status Bar
The Family Tree Builder main window is composed of the following:
Menu Bar: provides access to a variety of Family Tree Builder functions

(see Menu Bar).
Toolbar: provides quick access to the most frequently used Family Tree
Builder functions (see Toolbar).
Family Tree Pane, lists all the people that you have already defined in
Family Tree Builder and enables easy access. The pane can display the
people in list view or in a hierarchical tree presentation. It cam also be
displayed or hidden.
Work Area Pane: the information and functionality of the Work Area pane
changes according to the selected view:
o Tree View: See Tree View.
o Photos View. See Photos View.
o Matches View. See Matches View.
o Research View. See Smart Research View.
o Charts View. See Charts View.
o Reports View. See Reports View.

Status Bar: indicates how many people and photos have been added to
this family tree.
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Quick Tour
Family Tree Pane

The Family Tree pane displays all the people that you have defined in Family
Tree Builder and enables quickly accessing any person and performing almost
all Family Tree Builder functions on that person.
The Family Tree pane displays the information in one of the following formats:
Peoples List
Hierarchical Family Tree

You can choose to hide the Family Tree. To hide the pane, click the icon
on the upper right corner of the pane. The pane is compressed as follows.
In Matches View and Research View the Family Tree is

Note
hidden by default.
To display a hidden pane click the icon.
You can double-click any person in the Family Tree to display that persons
information according to the selected site, or right-click any person to display a
menu of options (see Right-click Menu Options).
Quick Find
The Quick Find area appears at the top of the pane and enables you to quickly
find a person by entering his/her first or last name. As you type letters into the
First Name or the Last Name field, the people whose name starts with this
letter appear at the top of the list.
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Quick Tour
Hovering with the mouse over the name of a person in this list displays a tool tip
containing information and, optionally if it exists, a photo. An example is shown
below:
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Quick Tour
People List
In the People's List display each row describes a single person.
Double-click on the person in the list to display the relevant information of this
person according to the selected view. For example in Tree view show their
Tree View card on the right (see Tree View).
The following describes the columns in this list, which provide a different type of
information about each person.
Use the horizontal scroll bar to scroll through the .columns.

Note
Use the vertical scroll bar to scroll through the list.
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Quick Tour
Icon: The icon in each row indicates whether the person is a male or a
female, living or deceased (deceased individuals are grayed out) and
whether there are photos for that person or not.
Male Female Live People

(Colored Icon)
Deceased People With Personal Photo Without Personal Photo

(Gray Icon) (Picture Frame behind their
head)
ID: A unique ID is automatically assigned to each person that you add to

Family Tree Builder in the order that you added them.
First Name/Last Name: When searching for a person, it is easiest to find
them by typing in all or part of their name in the Quick Find area at the top
of the People List.
Birth Date/Death Date: These dates only appear for the people for whom
they have been defined.
Relation: Specifies the distance of the relationship between this person and
the Home Person. The number 2 specifies that this person is immediate
family, such as: father, mother, spouse, son or daughter. The number 3
specifies a more distant relationship, with two steps between this person
and the Home Person, such as: grandmother or grandchild. This number
will go as high as your family tree is large.
Last modified: Specifies the most recent date on which information was
added or modified for this person.
Finding People in the People List

A number of options are provided for finding people in the people list, as
follows:
Quick Find
Sorting the List
Filtering the List
Searching for People
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Quick Tour
Quick Find
The Quick Find area appears above the People List and enables you to quickly
find a person in the list by entering his/her first or last name. As you type letters
into the First Name or the Last Name field, the people whose name starts with
this letter appear at the top of the list.
To display a person's relevant information in the Work Area double-click on
their name in the People List.
Double-click here to
display this persons card
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Quick Tour
Sorting the List

By default, the list is in the order that people were entered into Family Tree
Builder. To resort the list, simply click on the title of the column by which the list
should be sorted. For example, the following shows that clicking on the Last
Name column title, sorts the People List by their last name:
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Quick Tour
Filtering the List

A dropdown menu appears above the People List. It enables you to specify
whether you would like to view all the people in the list, by selecting All People,
or a list of certain people, by implementing a Saved Search which filters lists
according to your definitions. The following shows a Saved Search that was
defined to show the award winners in the Japhet family:
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Quick Tour
Searching for People
To define a new Saved Search for the People List:
1 Right-click on the Search icon to display the following window:
2 Enter all or part of the First and/or Last Name of the people to be included
in the search results.
3 Select the Facts and/or Gender of the people to be included in the search
results.
4 Click the Save button to save the search for future use.
5 Click the Search button to filter the People List.
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Quick Tour
You may click the Manage Saved Searches button in the

Note
window shown above to display a window in which you can
rename, delete or select a Saved Search.
Advanced Search
If you would like to add more specific details to a search, click the Advanced
tab, as shown below, and fill out the information in the same manner as the
Basic tab:
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Quick Tour
Right-click Menu in the People List

When you right-click on a person in the People List, a menu of options is
displayed as shown below:
Display in Family Tree: Displays the selected family in Tree View.

Manage Photos: Displays the Photo View showing all the photos defined
for this person.
Charts: Displays a chart of ancestors or descendants of the selected
person. You can select to display these charts horizontally or vertically.
Reports: Enables you to generate a variety of reports.
Research: Provides you with full access to the rich functionality provided by
MyHeritage.com genealogy research feature. This database will enable you
to research families and/or specific people in a variety of genealogy
research databases.
Relation to Persons Name: Displays a window which describes the
relationship between the selected person and the Home Person.
Relation To: Displays a window in which you can select a person, in order
to see the relationship between this person and the person selected in the
People List.
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Quick Tour
Hierarchical Family Tree Display

Family Tree Builder can display a hierarchical tree of families, as shown below:
Double-click here to see

Family in Tree View
As you can see, each family is listed in the top level branch of the tree and the
family of each of their children is listed as a sub-branch.
You can double-click on any family in the list to display it in the family tree on
the right.
The icon representing the family in the tree may contain one or two people (a
husband and wife). If a person is deceased, the icon of one of them may be
grayed out.
Right-click Menu in the Hierarchical Family Tree Display

When you right-click on a family in the family list, a menu of options is
displayed.
In addition, you can click on the name of the husband or the wife in this menu to
display a sub-menu of additional options:
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Quick Tour
Display Family in Family Tree: Displays the selected family in Tree View.
Manage Family Photos: Displays the Photos View showing all the photos
defined for this family
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Quick Tour
Expand this Family: Expands the hierarchical list of this family to show the
families of the children and the members of each family, an example is
shown below:
The following options are available when you right-click the name of the
husband or the wife in the menu above:
Display Husband/Wife in Family Tree: Displays this person in Tree View.
Manage Photos: Displays the Photos View showing all photos, documents
and video/audio files relating to this person.
Charts: Displays a chart of ancestors or descendents of the selected
person. You can select to display this chart horizontally or vertically.
Reports: Enables you to generate a variety of reports.
Research: Provides you with full access to the rich functionality provided by
MyHeritage.com genealogy research feature. This database will enable you
to research families and/or specific people in a variety of genealogy
research databases.
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Quick Tour
Relation to Persons Name: Displays a window which describes the

Relation To: Displays a window in which you can select a person in order
to see the relationship between this person and the person selected in the
People List.
Tree View
In Tree view you can view and manage people in your family tree.
Note Display this view whenever you want to see the whole of your
family tree.
The Tree View is displayed by default when you launch Family Tree Builder.
You can also display the Tree View by clicking on the button in the
toolbar, as shown below:
Generations
View Control
Person
Card Work Area
in Tree
View
People
List
In Tree View the work area contains the following:

Person Card provides a graphical representation showing a persons photo
and vital information in the family tree in Tree View and enables access to
all the information and functions provided by Family Tree Builder for this
person.
Information about a marriage is shown immediately under

Note
the husband and wife cards.
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Quick Tour
Generations View Control is a slider at the top right of the window, which
enables you to control how many generations are displayed in a Tree View.
The default is three, and you have the option to select five or seven.
Search Button, enables you to specify information about a person for
whom you would like to search and display in the tree view.
Photos Button, displays the Photos View, which shows all relevant photos.
Styles Button, displays the Options window in which you can configure
various aspects of the appearance and behavior of Family Tree Builder.
Person Card
Family trees are created and edited on Family Tree Builder using an intuitive
user interface that is surprisingly simple to use. Our philosophy is to keep things
highly visual and effortless, enabling you to create and branch-out a family tree
just as one would do using pen and paper.
A persons card allows you quick, intuitive access to a person's genealogy

information. All the functions related to adding or changing information for a
person can be accessed from here. You can also see an individual's
information at a quick glance, such as birth date, place of birth, spouses, and
siblings and so on.
In Tree View, each person on the tree is represented by a card.
Person
Card
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Quick Tour
Family Tree Builder enables you to assign a single picture or Personal Photo to
each person in order to represent them wherever possible, such as in a report,
in a thumbnail that is displayed when you hover over a person in a list or when
they are shown in Tree View. Typically, this photo should be a portrait of their
face.
The husband and wife displayed in the center of Tree View

Note
have larger cards that display additional information, with
tabs that may be clicked to view this additional information.
Tabs that have information in them are denoted using a small green indicator,
for example:
The descendants and ancestors in this view have smaller cards showing less
information.
Main Tab
Info Tab
Notes Tab
Contact
T b
The Main tab shows genealogical information:
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Quick Tour
Clicking the Info tab shows additional information:
Clicking the Contact tab shows contact information (not available for
deceased persons):
Clicking the Notes tab shows notes added to the person card.
To update information about this person click the Edit button in their card to
open a window showing their current information enabling you to update it or
modify it.
To update the photos, documents or video/audio files about this person, click
the Photo button in their card to open a window showing the photos that are
currently defined for them. This enables you to edit or modify them, as
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Quick Tour
Generations View
By default, three generations are shown in the tree view example as shown
below:
In the window above Robert and Ethel are the husband and wife in the Tree
View, the parents of each of them are shown above them and their children are
shown below them.
The option to view three generations (the default and the most clutter-free
mode), five generations or seven generations is enabled by the Generations
slider that appears at the top of the Tree View.
You can navigate to any person and to make them the focus of the Tree View,
by clicking on the persons name.
For each person in Generation View, a Personal Photo is displayed if one was
defined. Defining a Personal Photo for each person makes it much more
intuitive to navigate in a family tree when photos are displayed for each
individual, especially if you are familiar with people in the family.
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Quick Tour
Photos View
Photos View provides a variety of options for viewing the photos,
associating photos with people and facts and adding information about
photos. For detailed information of the Photos View functionality see
Viewing and Managing Photos.
You can click on the button in the toolbar to display the Photos View.
Query
Options
Quick Photo
Find Display
Options Options
Photo
Handling
People Options
List
Photos
List
In Photos View the work area contains the following::

Photos People List, lists all the people that you have already defined in
Family Tree Builder and enables easy access to their photos.
Photos tab, lists photos according to your request. It may show all the
photos defined in Family Tree Builder, all the photos that are associated
with a person or any other filtered list of photos that you specify by
indicating in what or in whom you are interested. You can control how
photos are displayed in this pane. You can also add photos, edit
information, mark faces and to view or delete photos.
Query tab, provides advanced options for finding photos in Family Tree
Builder.
Import tab, enables importing photos and other media files into the project..
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Quick Tour
Smart Matches View

In Smart Matches View you can perform various functions of matching your
family tree members. For detailed information of the Matches View functionality
see Smart Matches Window.
You can click on the button in the toolbar to display the Smart Matches
View.
In Smart Matches View the work area contains three tabs, as follows:
Overview Tab, shows either a list of people in your family tree that have
matches or a list of family trees in which those matches where found.
Matches Tab, shows the people that match a specific person in your family
tree.
Compare Tab, graphically shows a person in your family tree compared
with that person in someone elses family tree.
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Quick Tour
Smart Research View

In Smart Research View you can automatically perform through the Internet, a
deep and exact research on multiple genealogical databases, for one or
multiple persons in your family tree. For detailed information of the Matches
View functionality see Smart Research Window.
You can click on the button in the toolbar to display the Smart
Research View.
In Smart Research View the work area contains three tabs, as follows:
Overview Tab which shows the list of people on which Smart Research
was performed and a summary of the results. You can choose to display
only high quality results or all results.
Results Tab, shows the detailed results for the person selected in the
Overview tab.
Compare Tab, which graphically compares the person in your family tree
on which Smart Research was performed, to the person from the results list
you selected for comparison in the Results tab.
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Quick Tour
Charts View
In Charts View you can display the members of your family tree in various
chart formats, For detailed information on displaying charts see Displaying
a Chart.
After you can click on the button in the toolbar you need to select the
specific chart you want to display and its basic features (horizontal display,
vertical display etc.)
In Charts View, the work area enables changing the style and configuration of
the chart, zooming in and out and saving or printing the chart.
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Quick Tour
Reports View
In Reports View you can create various reports for the members of your family
tree. For detailed information on generating reports see Generating a Report.
After you can click on the button in the toolbar you need to select the
specific report you want to display.
In Reports View the work area enables you to edit specific report options, zoom
in and out of a report and save or print the report.
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Quick Tour
Menu Bar
The following describes the options in the menu bar:
The menus that are shown and the options that are available
Note in each menu may change according to the view that you are
in, such as: Tree View, Photos View, Smart Matches View or
Smart Research View. Unavailable options appear grayed-
out.
The following is a comprehensive list.
File Menu
Edit Menu
View Menu
Charts Menu
Reports Menu
Favorites Menu
Research Menu
Publishing Menu,
Tools Menu
Help Menu
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Quick Tour
File Menu
The following describes each of the options in the File menu:
New Project: Enables you to create a new project.

Open Project: Displays a window from which you can select a project to be
opened. Only one project can be opened at a time. You are offered to save
your current project, if one is already open. Click the Finish button to load
the new project. A statistics window is then displayed summarizing how
many people, families; photos and so on are defined in the project that is
now open.
Save Project: Saves the current project. If you have not yet created a
MyHeritage.com family site, you are offered to do so now.
Save Project As: Saves the current project with the name that you specify
in the window that is displayed. Use this option when you would like to save
a copy of the current project.
Close Project: Closes the current project.
Back up Project: Opens a wizard which will walk you through the process
of creating a backup of your entire project locally on your disk or on a family
tree site at MyHeritage.com.
Restore Project: Restores a backed-up project (as described above) and
opens it in Family Tree Builder.
Manage Projects: Opens a window in which you can rename, describe,
delete, modify the folder and import or export a Family Tree Builder project.
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Quick Tour
Import/Export GEDCOM: Opens a wizard that will walk you through the
process of importing from or exporting to GEDCOM (see GEDCOM and
Family Tree Builder).
Quick-Start Wizard: Opens a wizard that will walk you through the process
of creating a new genealogy project, importing an existing project or
opening an existing project.
Print/Print Preview/Print Setup: These are standard Windows features.
Exit: Exits and closes the Family Tree Builder application.
Edit Menu
The following describes each of the options in the Edit menu:
Cut/Copy/Paste: These are standard Windows features.

Search: Displays a window in which you can enter information in order to
search for specific people.
Export to Excel: Enables you to create CSV files from various lists. This
file can be edited in Excel (see Importing / Exporting Family Tree Builder
Data).
Import from Excel: Enables you to import the edited CSV back into FTB
(see Importing / Exporting Family Tree Builder Data).
.
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Quick Tour
View Menu
The following describes each of the options in the View menu:
Toggle Toolbar: Shows or hides the toolbar in Family Tree.

Toggle Status Bar: Shows or hides the status bar in Family Tree Builder.
Navigate Back: Returns to the previously displayed window in Family Tree
Builder.
Navigate Forward: Goes to the window that was displayed before you
clicked the Back button in Family Tree Builder.
Navigate Home: Displays the Home Person as the central individual in the
Tree View, meaning the husband or wife in the center of the Tree View.
Minimize Selection View: Minimizes the People List on the display to give
more room for the display of Tree View, Media View or Charts. The People
List is described in People List. You can click on the > button to enlarge the
People List again.
Restore Selection View: Redisplays the People List in its full size. The
People List is described in Family Tree Pane.
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Quick Tour
Full-screen: Displays Family Tree Builder window on the entire screen. To
exit this mode, click the button or press the Esc key.
Family Tree: Displays Tree View.
Photos and Other Media: Displays Photos View.
Smart Matches: Displays the Smart Matches window in which you can see
the same person as he or she appears in a family tree of another member
of MyHeritage.com (see Smart Matches).
Smart Research: Displays the Smart Research window in which you can
perform basic research on persons in your family tree (see Smart
Research).
Sources: Displays a window in which you can manage sources used in
citations (see Managing Sources).
Repositories: Displays a window in which you can manage the repositories
used in citations (see Managing Repositories).
Places: Displays an index of places with all the places used in the project
(see Managing Places).
Charts Menu
The Charts menu provides a variety of attractive and detailed charts
representing your Family Tree. The following describes each of the options in
the Charts menu (for details see Charts):
Ancestor Chart: Shows the selected person, his or her spouse(s) and the
parents, grandparents and so on.
Descendant Chart: Shows the selected person, his or her spouse(s), the
children, the grandchildren and so on.
Fan Chart: Shows the selected person and that persons descendants or
ancestors in a chart that is shaped like a fan.
Close Family Chart: Shows the selected person and close relatives of that
person.
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Quick Tour
Chart Options: Enables you to determine the content and appearance of a

chart of your family tree.
Chart Styles: Enables you to define the general appearance of a chart and
the facts that will be included in it.
Reports Menu
The following describes each of the options in the Reports menu (for details
see Reports):
Book Report displays a simple wizard that walks you through the process
of producing a report for a specific person.
Family Group Sheet generates a report showing the details of the selected
person and their immediate family.
Relationships generates a report showing all the relationships of the
selected person to all the other people in your project.
Ancestors describes how to generate a report showing facts and personal
details about a selected person and about each generation that precedes
that person, such as: parents, grandparents and so on.
Descendants describes how to generate a report showing facts and
personal details about a selected person and about each generation that
follows that person, such as: children, grandchildren and so on.
Timeline describes how to generate a list showing major events of the
family of the selected person in chronological order, such as: birth, marriage
and death.
Descendants Summary describes how to generate a hierarchical tree
showing the descendants of the selected person.
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Quick Tour
Lists > Addresses describes how to generate an alphabetical list (in the
order of each persons name) of the addresses of all the people in the family
tree.
Reports Options: Displays the Reports Options window are saved.
Open Reports Folder: Displays the list of files in the folder into which
reports are saved.
Favorites Menu
The following describes each of the options in the Favorites menu:
Remove Person from Favorites: Enables you to remove a person from

this menu.
Organize Favorites: Enables you to determine the order in which people
appear in this menu.
Peoples Names: Lists the favorite people that you have added so that
when you select a persons name from this menu, that person is displayed
in the center of the Tree View.
Research Menu
The following describes each of the options in the Research menu. The options
are divided into Smart Research options (see Smart Research) and regular
Research options (see Research).
Smart Research for [currently selected person]: Automatically opens the

Smart Research view and starts the Smart Research for the currently
selected person.
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Quick Tour
Select a person to research: Opens a window with the list of family

members in your tree, enabling you to select a person for Smart Research.
Research all people in the tree: The Smart Research view opens and
Smart Research starts automatically for all the people in the family tree. You
can continue working on your project while Smart Research is being
performed.
Open MyHeritage Research: Provides you with full access to the
MyHeritage.com genealogy research feature. This rich functionality will
enable you to research family names and/or specific people in a variety of
up to date genealogy databases on the Internet.
Research Person: Launches MyHeritage.com genealogy research feature
and automatically starts researching the persons name that you select in
this menu.
Publishing Menu
The following describes the options in the Publishing menu (for details see
Publishing Your Family Tree):
Publish Now: Starts publishing the project to the site currently selected in
the window.
Publishing Settings: Displays Publishing Settings window and enables
you to configure publishing settings (see Publishing Settings).
Publishing Progress: Displays the Family Tree Publisher (FTP) window
and enables you to access the tasks available through the FTP (see Family
Tree Publisher).
My Sites: Displays a window showing a list of the sites that you have
created in MyHeritage.com and enables you to invite members or visit the
sites (see Managing Your Family Sites).
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Quick Tour
Tools Menu
The following describes each of the options in the Tools menu:
Check for Updates: Checks whether a newer version of Family Tree

Builder is available for downloading.
By default FTB checks for updates automatically so you do

Note not need to update manually. Use the manual update option
only if the automatic update configuration option was
deselected. .
Languages: Enables you to select the language used in Family Tree

Builder (see Supporting Multiple Languages).
Translation Wizard: Displays the Family Tree Builder Translation Wizard
that walks you through the process of translating all or some of the data in
your current project (see Translating in Family Tree Builder).
Author Information: Displays a window in which you can enter information
about the author of this family tree. This information will be used if you
export this family tree into GEDCOM format.
Virtual Cemetery: Displays the virtual cemetery in Family Tree Builder
which shows photos, documents and video/audio files relating to a death,
funeral and/or tombstone in the entire family or of the specified person(s)
(see Virtual Cemetery).
Options: Describes additional options for configuring the behavior of your
family tree (see Configuring Family Tree Builder).
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Quick Tour
Help Menu
The following describes each of the options in the Help menu:
Users Guide: Opens this document. This document is periodically updated

on MyHeritage.com site and it will be offered to you whenever a new
version becomes available.
Release History: Shows information about the new features in the latest
releases of Family Tree Builder.
About Family Tree Builder: Displays information about the current version
of Family Tree Builder.
Toolbar
The following describes the Toolbar that appears at the top of the Family Tree
Builder window and enables you quickly access a variety of options:
Icon Name Description
New Enables you to create a new project (see Step 4:

Creating Your First Project).
Open Displays a window from which you can select a

project to be opened. Only one project can be opened
at a time, so it will offer to save your current project, if
one is open. Click the Finish button to load the new
project. A statistics window is displayed summarizing
how many people, families, photos and so on, are in
the project that is currently open.
Save Saves the current project. If you have not yet created
a site, it will offer you to do so now.
Back Returns to the previously displayed window in Family

Tree Builder
Forward Goes to the window that was displayed before you

clicked the Back button in Family Tree Builder.
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Quick Tour
Icon Name Description
Home Displays the Home Person as the focus of the Tree

View, meaning the husband or wife in the center of
the Tree View. For a description of how to define a
Home Person. See Set as Home Person.
Tree Displays the Tree View window. See Tree View.
Photos Displays the Photos View window. See Photos View
Matches Displays the Smart Matches window. See Smart

Matches View.
Research Displays the Smart Research window. See Smart

Research View.
Charts Enables you to display a chart of ancestors or

descendants either vertically or horizontally. See
Charts View.
Reports Enables you to generate various reports describing

your family tree. See Reports View
Publish Publishes your family tree to the MyHeritage.com site

so that anyone you invite can view it using a standard
web browser on the Internet. See Publishing Your
Family Tree.
Language Enables you to select the language used in Family

Tree Builder. See Languages and Translation.
Help Displays information about the current version of

Family Tree Builder
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Quick Tour
Right-click Menu Options

The following describes the options that are available to you when you
right-click on a persons card, as shown below:
At a glance this menu provides information about how many parents, children,
spouses and photos have been defined for this person. For example: Chaim
has 1 spouse, no siblings and 59 photos, as shown above.
Edit Details
This option opens the Edit Details window which enables you to modify or add
to the information about a person, already entered into MyHeritage.
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Quick Tour
Person
When you right-click on a persons card in Tree View, the menu enables you to
change the status of the currently selected person.
The following options are available for changing the status of the currently
selected person:
Go to Person
This option displays the current person as the focus of the Tree View, meaning
that this persons card now appears in the center of the Tree View.
This option is inactive if the current person is already in focus.
Add to Favorites
This option adds the currently selected person to the Favorites menu. The
Favorites menu provides a quick means of bringing the person that you select
in that menu into focus. An example of the Favorites menu is shown below.
This one contains two favorite people:
Set as Home Person

This option defines the currently selected person as the Home Person. Each
family tree has one Home Person around whom the family tree is centered. The
Home Person is influential for several reasons, as follows:
Clicking the Home button brings this person into focus, meaning that it
displays this person in the center of the Tree View.
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Quick Tour
When you display information about a person, for example by hovering over
that person in the People List, the relationship between that person and the
Home Person is displayed as shown below:
When you right-click on a person and select the Relation option, then this
persons relationship to the Home Person is displayed.
You can change a Home Person at any time by selecting the option Set XXX
as Home Person.
Delete Person
You can delete this person at any time. If this person has relationships, a
warning is displayed.
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Quick Tour
Parents
When you right-click on a persons card in Tree View, the menu shows the
number of parents defined for this person, their names and the category of
parents they are, such as natural or adoptive. Simply select one of the Parents
in the menu to show their card in the Tree view.
The following options are available for defining parents:
Add Parents
Additional parents can be added to a person at any time. For example, adoptive
parents or natural parents may be added in addition to the currently defined
parents.
The Family window is displayed in which you define these parents.
Attach Parents
This option enables you to connect a person to a set of parents that have
already been defined in Family Tree Builder. A window is displayed in which
you can select parents. You can hover over a row to see photos of those
people.
Detach Parents
This option enables you to disconnect parents from a person. The definition of
these parents will still remain in Family Tree Builder, but they will no longer be
defined as the parents of this person.
Manage Parents
This option opens a window in which you can see a list of the currently defined
parents and in which you can add and define their type, such as adoptive, and
in which you can attach, replace and detach parents.
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Quick Tour
List of Parents
This option lists all the parents defined for this person and indicates their type,
such as adoptive.
Siblings
When you right-click on a Persons Card in Tree View, the menu shows the
number of siblings defined for this person and their names. Simply select one of
the siblings in the menu to show their card in the Tree View.
The following options are available for defining siblings:
Add Sibling
This option enables you to add additional siblings to the selected person. A
window is displayed in which you can define siblings in the same way that you
define any person in the Family Tree Builder.
Attach Existing Sibling

This option enables you to attach a person that has already been defined in
Family Tree Builder as the siblings of the selected person. A window is
displayed from which you can select a person as the sibling of this person.
Spouses
When you right-click on a persons card in Tree View, the menu shows the
number of spouses defined for this person and their names. Simply select one
of the spouses in the menu to show their card in the Tree View.
The following options are available for defining spouses:

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Quick Tour
Add Spouse
This option enables you to add additional spouses to the selected person. A
window is displayed in which you can define a spouse in the same way that you
define any person in the Family Tree Builder.
You can later use the Manage Spouses option, in order to

Tip
specify the exact spousal relationship, such as married,
divorced, friends, separated and so on.
Attach Spouse
This option enables you to create a spousal relationship between two persons
already existing in your family tree. A list of family tree members is displayed
from which you can select the spouse to attach.
Detach From Spouse

This option enables you to disconnect a spouse from a person. The definition of
this spouse will still remain in Family Tree Builder but he or she will no longer
be defined as the spouse of this person.
Manage Spouses
Use this option when a person has more than one spouse. It enables you to
define more information about their relationship. Particularly interesting is the
marriage status, which specifies if a spouse is married, windowed, divorced,
separated etc. The following window is displayed:
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Quick Tour
The top of the window lists the spouse and a brief summary of their information.
The middle of the window provides all the details about the spouse whose row
is selected in the top of the window and enables you to edit it. The Marriage
Status field may be of particular interest in the case of multiple spouses.
The bottom of the window provides the following buttons:
: Displays a window in which you can define a new

person who will be a spouse.
: Displays a list of family tree members from which you

can select the spouse to attach.
: Detaches the selected spouse.
: Select the row of a spouse and click the up or down arrow button to
move the spouse up or down in the list.
: Click this button to sort the spouses in chronological order.
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Quick Tour
Relation
This option enables you to define the selected person as a Home Person. It
also allows you to see information about the relationship of this person to other
people in the family tree.
The following options are available in this menu:
Set as Home Person

This option defines the currently selected person as the Home Person. Each
family tree has one Home Person who is given special treatment in Family Tree
Builder.
Relation to Home Person

This option displays the relationship of the selected person to the Home
Person.
Relation To
This option enables you to define the relationship of the selected person to
anyone in the family tree. A window is displayed listing all the people in the
family tree.
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Quick Tour
Charts
This option enables you to display a chart of ancestors or descendents of the
selected person. You can select to display this chart horizontally or vertically.
For details see Charts
Reports
This option enables you to generate a report by walking you through a simple
wizard in which you can specify the options that you would like generated in the
report. Each report is different; for details see Reports:
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Getting Started
Chapter 3
Getting Started
Getting Started
Getting Started
About This Chapter:
This chapter suggests a workflow for getting started with Family
Tree Builder and describes how to start adding people to your
family tree. It contains the following sections:
Using Family Tree Builder describes a basic workflow for building a tree
using Family Tree Builder.
Creating Your First Project describes how to create a project.
Adding a Family describes how to define a family.
Describing a Person describes how to define a person.
Expanding the Family describes how to extend the family tree by defining
family members as they are related to the people that you have already
defined.
Editing Information describes how to edit families and people after they
have been defined.
GEDCOM and Family Tree Builder describes how to import your data from
a GEDCOM file.
Entering Dates describes the variety of options available for entering dates
or ranges of dates in Family Tree Builder.
Citations describes how to identify the sources and repositories that you
used for your research.
- 69 -
Getting Started
Using Family Tree Builder

The following is a simple workflow that you may use when building a family tree
using Family Tree Builder:
Downloading Family Tree
Step 1
Builder
Launching Family Tree

Step 2
Builder
Registering as a Member
Step 3
of MyHeritage.com
Creating Your First

Step 4
Project
Defining Your
Step 5
First Family
Adding People to Your

Step 6
Family
Publishing and Inviting

Step 7
Visitors
Step 8 Finding Matching People
Generating Charts and

Step 9
Reports
- 70 -
Getting Started
Step 1: Downloading Family Tree Builder

Family Tree Builder is available free of charge from MyHeritage.com. Simply
navigate to the site and follow the instructions that describe how to install it on
your computer.
After it is installed, the following icon appears on the desktop:
Step 2: Launching Family Tree Builder

You can launch MyHeritage Family Tree Builder by double-clicking on its
desktop icon shown above, or by starting it from the All Programs menu
available from the Start menu:
Step 3: Registering as a Member of

MyHeritage.com
In order to use the Family Tree Builder application you need to be a registered
member of MyHeritage.com. Registration is simply and quick you are only
required to accept the terms and conditions and your email address and set a
password.
If you have not yet registered as a member of MyHeritage.com, then do so now.

If you are already a registered member, login with your user member
information.
Step 4: Creating Your First Project

Each project in Family Tree Builder represents a family tree. You can have as
many projects as you like. Typically, each project represents a family tree
comprised of many related families.
The process of creating a project will automatically offer you the option to
create a site on MyHeritage.com. You can create a site even if you have not yet
filled out your family tree. This will be the website to which you will later invite
people to visit through the Internet.
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Getting Started
Step 5: Defining Your First Family

After you define a project, you are automatically offered the option to create
your first family, which means a husband, wife, children and two pairs of
parents (one for the husband and one for the wife). Simply click the Add
Family button. This option is displayed after you create your project to see
Family Tree Builders attractive and easy-to-use graphical interface for defining
the people in the family. This is called Tree View, as shown. For instructions for
defining your first family see Adding a Family.
Double-click
here to describe
this father
Double-click
here to describe
this person
Double-click
here to describe
this family
Double-click here to
describe this child
Step 6: Adding People to Your Family

Double-click on the card of any person in this view to display the windows in
which you can describe them by adding basic details, photos, documents,
video/audio files, facts, notes and citations.
Step 7: Publishing and Inviting Visitors

Publish your family tree to your website on MyHeritage.com and invite people to
come and see it using their standard web browser.
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Getting Started
Step 8: Finding Matching People

Family Tree Builder enables you to find matches for the people that you have
defined in your family tree, in all the other family trees in MyHeritage.com that
were created by other members. This enables you to see the information that
was entered about this same person in order to enrich your family tree and/or to
create a link to that person in the other tree.
Step 9: Generating Charts and Reports

Family Tree Builder enables you to generate a rich variety of charts and reports
that represent your family tree for details see Charts and Reports.
- 73 -
Getting Started
Creating Your First Project

Each project in Family Tree Builder represents a family tree. You can have as
many projects as you like. Typically, each project describes a family tree that
contains numerous related families.
You may also decide to save different versions of a family tree in different
projects as a back up in case you would like to return to information that you
have already changed. In addition, all project information is backed-up on
MyHeritage.com servers after you publish it.
When you create your first project you are offered the option of enabling
automatic publishing which provides online backup of projects. This protects
your family tree and photos from any catastrophe or computer damage. If you
choose to enable automatic publishing and do not have a site, a new site is
automatically created.
When you create a new project you are asked to specify its name and the
primary and secondary language to be used in the project.
The initial project that is created is empty. You can fill the project with
information about your family tree as described throughout this guide or you
may import data that was stored in GEDCOM format. You may also import a
project that was created in Family Tree Builder or Family Tree Legends. The
Import function is described in GEDCOM and Family Tree Builder.
Family Tree Legends is another genealogy application that

Note
was integrated into Family Tree Builder and therefore the
projects created in it can be easily imported.
- 74 -
Getting Started
To create a new project:
1 From the File menu select New Project or click the icon on the toolbar.
The following window appears.
2 Enter the name of your project in the Project Name field. It must be entered
in English letters and it may also include spaces and basic characters. The
project name must be a legal file name in Windows.
3 Click Next
The following window appears.
- 75 -
Getting Started
5 To publish the project check Publish project to a family site on

MyHeritage.com; from the drop-down list select the site to which you want
to publish the project.
- 76 -
Getting Started
6 Click the Next button to display the following window
4 Select the Primary Language which will determine the language that is
shown in the Family Tree Builder user interface and the language of the
data that you will enter.
If you would like to enter data in an additional language, select this
language in the Secondary Language field.
Note Family Tree Builder provides a dual-language mode, which

enables you to enter and view data in two languages.
- 77 -
Getting Started
5 Click the Next button to display the following window:
This window indicates that your project has been created successfully.
You may change the folder in which the project is stored by typing the
location that you want in the field shown in this window.
Note Your project is not stored on MyHeritage.com and it is not

available to be viewed by anyone through the Internet until
you publish it.
- 78 -
Getting Started
6 Click the Finish button to display the following window:
You can now add your first family by clicking the
button.
Adding a Family
Family trees are created and edited in Family Tree Builder using an intuitive
graphical user interface that is surprisingly simple to use. It is highly visual,
making the process almost effortless. This enables you to create and
branch-out a family tree just as one would do using pen and paper.
Note Family Tree Builder is installed with a project describing the

Kennedy family to serve as an example for you.
You can also add a family by using the Add Unrelated Family
Tip
option in the Family menu.
For as long as your project is empty, Family Tree Builder will invite you to build
the first family from which descendants and ancestors can be defined
graphically, as shown below:
- 79 -
Getting Started
A variety of ways are available to you to get started in building your first family
and to fill out and enrich the information that describes members of that family.
The following describes one simple option for doing this.
Click the Add Family button to get started.

The following window is displayed:
- 80 -
Getting Started
Defining the Husband and Wife

Fill out the details of the husband and the wife of this family.
Entering the maiden name of a woman (meaning her surname before her
marriage) enables Family Tree Builder enrich the connections in your family
tree.
To enter a date, either type it into the field or click on the Date icon that
appears on the right of each date field. Family Tree Builder provides a rich
variety of options for entering dates or ranges of dates.
After filling this window and clicking OK you are prompted to add children to the
family, as shown below:
Click the Add Son or the Add Daughter button to display a window similar to
the following:
- 81 -
Getting Started
Fill in the details describing this child. You can then click the More details
button to define a variety of details about this child, or you can click OK to
return to the Add Children window, shown on the previous page. You can then
add more children in the same way as described above until you click Done.
After you click Done, the Tree View is then redisplayed showing the husband
and wife.
Describing a Person
A simple way to start describing a person in your family tree is to double-click
on their card or on an empty Add Father, Add Mother or Add Son Add
Daughter box.
Double-click
here to describe
this father
Double-click
here to describe
this person
Double-click
here to describe
this family
Double-click here to describe a

son or a daughter
Whether you are adding a mother, a father, a spouse or a child to an existing

person, or adding a person unrelated to all the others, the Add Person wizard
is shown.
- 82 -
Getting Started
The easiest way to define a new person in Family Tree Builder is to double-click
on their card in the Family Tree View. The following window is displayed
enabling you to enter a variety of information for this person:
This window contains the following tabs for describing this person:
Main Tab
Info Tab
Physical Tab
Contact Tab
Citations Tab
Notes Tab
Facts Tab
Main Tab Describing a Person

The Main tab enables you to define basic information about a person, such as
their name, gender and information about their birth and death. If the person is
deceased, check the deceased checkbox and they will automatically be added
to the virtual cemetery.
- 83 -
Getting Started
You can click the Photos button to associate photos in the family tree with this
person.
You may click the Names button to display a window in which you can add
additional names of this person and/or various suffixes and prefixes to their
name, as shown below:
The name that you entered in the Main tab appears in the window above. In
this case, you can add additional information about that name in this window. If
you would like to add another name then click the Add Additional Name
button.
The top of the window indicates how many names were assigned to this
person. You can click on the right or left arrow, shown below, to browse
between the various pages of name information.
To add citation information about this name, click the Name Citations button.
(see Citations).
To add a note about this name, click the Name Notes button (see Notes Tab
Describing a Person).
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Getting Started
Info Tab Describing a Person

The Info tab enables you to enter information about the occupation, education
and identification of this person.
You can enter information in any of the areas in the window and then press the
button, to display a window in which you can add more detail about this
information, such as the date, place, fact citations, fact notes and fact photos,
as shown below:
- 85 -
Getting Started
Fact Citations: For a description of what a citation is and instructions on

how to enter a citation see Citations.
Fact Notes: See Notes Tab Describing a Person for a description of what
a note is and instructions on how to enter a note.
Fact Photos: see Fact Photo.
- 86 -
Getting Started
Fact Photo
Click the Fact Photo button to display the following window:
This window enables you to view or add a photo that is associated with the fact
that you are entering about this person.
This window operates in two modes, which are determined by the radio button
that is selected in the top left corner in the Select area. These are:
Associate Photos
Browse Associated Photos
Associated Fact Photos

This window appears as shown above when the Associated Photos option is
selected in the top left corner in the Select area. It enables you to associate a
photo with a specific fact.
If you would like to view the photos associated with this fact
Note
select the Browse Associated Photos option
- 87 -
Getting Started
To associate a photo with this fact:

1 Browse to the list of photos in the area on the right. In the field above the
photos you can select to show all photos or only those not yet associated
with this fact about this person.
2 Click on a photo in the area on the right.
3 Click the <<Associate button to move this photo into the area on the left
called Associated Photos. All the photos listed in this area are associated
with this fact. This means that they are displayed when you view this fact.
Viewing Options
This window provides a variety of options for viewing the photos that have not
yet been associated, making it easy for you to select from them and associate
them with this fact.
Format
You can select the Table radio button in the Format area to display the photos
in the form of a table or the Thumbnails radio button to display the photos only
as thumbnails.
You can adjust the size of the thumbnails using the slider on the top right of the
window. Moving it towards the XXL (Extra, Extra Large) on the right side makes
the thumbnails larger and moving it towards the S (Small) on the left side
makes the thumbnails smaller.
View
In the View area, you can click in the Photos checkbox to specify that only
photos are displayed, or in the Documents checkbox to specify that only
documents are displayed or in the Video/Audio checkbox to specify that only
video or audio files are displayed.
- 88 -
Getting Started
New
You can add new photos, documents, video files and audio files to this fact and
to your family tree.
To add one or more media, click on the New button to add a photo or on the
arrow on the right of the New button to display a dropdown menu. This enables
you to select which type of media you would like to add to this fact, as shown
below:
(see Handling Photos and Other Media).
- 89 -
Getting Started
Browse Associated Photos

This window appears as shown below when the Browse associated photos
option is selected in the top left corner in the Select area.
This option enables you to easily browse through all the photos associated with
this fact.
You can double-click on a photo to display it in more detail in the MyHeritage
Image Viewer.
The viewing options provided here are the same as those described in Viewing
Options.
Physical Tab Describing a Person

The Physical tab enables you to enter information on the physical appearance
and medical status of this person, as shown below:
- 90 -
Getting Started
- 91 -
Getting Started
Contact Tab Describing a Person

The Contact tab enables you to enter information about the various ways of
contacting this person, as shown below:
One or more additional addresses may be entered by clicking the Add

Additional Address button.
The number of addresses that have been added is indicated at the top of the
window as shown below:
Family Tree Builder provides a report listing all the addresses

Tip
in your family tree.
Citations Tab Describing a Person

Citations enable you to track and identify the source of your research.
The Citations tab enables you to enter citations information, as shown below:
- 92 -
Getting Started
See Citations for more information about citations and how to use them.
- 93 -
Getting Started
Notes Tab Describing a Person

The Notes tab enables you to type in any information that describes this person
in free text, as shown below:
Refer to Notes Tab Defining Notes for more information about notes and how
to use them.
Before entering a note, check if Family Tree Builder provides a

Tip
fact type that suits the kind of information that you want to
enter. The reason is that Family Tree Builder automatically
displays these facts in many of its windows, charts and
reports.
- 94 -
Getting Started
Facts Tab Describing a Person

The Facts tab enables you to enter facts about this person. Each type of fact
provides a list of fields for you to enter. Family Tree Builder automatically
displays these facts in many of its windows, charts and reports.
The top of the window shows a list of various facts about this person. Each time
you click on a row, more detail about this fact is shown at the bottom of the
window. You can also double-click on it to show this information in a separate
window.
The middle of the window provides all the details about the fact whose row is
selected in the top of the window and enables you to edit it.
- 95 -
Getting Started
Button Description
Enables you to add a citation for this fact.
Enables you to add a note about this fact. For more

details about notes. See Notes Tab Describing a
Person.
Enables you to add a photo for this fact.
Displays a window in which you can define a new fact

about this person.
Displays a window in which you can edit the facts about

this person.
Deletes the selected fact.
Sorts the facts in chronological order.
To define a new fact:

1 Click the New Fact button to display the following window:
2 Select a category of facts from the list on the left to display a list of facts of
that type on the right.
- 96 -
Getting Started
3 Select a fact from the list on the right or type in the name of a new type of
fact in the field on the bottom of the window and click OK. The new row is
then created in the facts table, ready for you to enter more information. An
example is shown below:
- 97 -
Getting Started
Expanding the Family

After you have defined information about this first family, you can start defining
information about each person in the family.
You can also extend the family tree by adding people to the family group you
just created. You can branch out in any direction by adding parents,
grandparents, brothers, sisters, grandchildren and so on.
A variety of options are provided for adding members to your family tree,
including the following:
Double-clicking on an Empty Family Card
Right-clicking on a Persons Card
Using the Add Person Button
Defining New Children in the Family Tree
Adding an Existing Child to a Family
Adding Another Family
Double-clicking on an Empty Family Card

When you define a new family, a card is automatically created for a husband,
wife and a child. You can add a member to this family by double-clicking on an
empty card that represents the relevant relation to the people displayed, as
shown below:
Double-click to
describe the
husband's father
Double-click
here to describe
this person
Double-click
here to describe
this family
Double-click
here to add a child
- 98 -
Getting Started
For example, you can click on the box to display a window

that walks you through the process of defining a child of these parents. More
details are provided regarding defining a child in Defining New Children in the
Family Tree.
The same goes for adding a mother or father for either the husband or the wife
displayed in this window.
To add a brother or sister to either the husband or the wife,

Tip
simply double-click on one of their parents. That husband or
wife then becomes a child of those parents and you can define
additional children for that parent, who are, of course, their
siblings.
Right-clicking on a Persons Card

You can right-click on a persons card to display numerous options that enable
you to add parents, siblings, spouses and other relations to this person.
Using one of the options that starts with the word Attach, associates a person
that is already defined in Family Tree Builder as your relation. In this case, all
the other people to whom this person is related are your relations also.
- 99 -
Getting Started
Using the Add Person Button

Click the small arrow to the right of the Add Person button to display a drop
down list that enables you to add various relations to the people currently
displayed in the tree, as shown below:
- 100 -
Getting Started
Defining New Children in the Family Tree

The visual aspects of the main Family Tree Builder window make it easy to
define children and parents. This section describes how to define a child in a
family, and you can add parents in a similar manner.
To add a brother or sister, define them as the children of the

Tip
same parent.
Adding a
Son or
Daughter
Family details always appear under the husband and wife cards. It shows
details of their marriage and indicates the number of children they have. It also
provides an Add Son Add Daughter option.
You can also add children in the Edit Family window.

Tip
- 101 -
Getting Started
To add a child:
1 Click on the Add Son Add Daughter option or double-click in the white box
at the bottom of the tree that contains the text Add Son Add Daughter, to
display the following window:
2 Fill in the fields of this window as you wish. You may click the More Details
button to open a window in which you can enter a rich variety of information
describing this person.
- 102 -
Getting Started
Adding an Existing Child to a Family

If you have already defined a person in Family Tree Builder that is the child of
the parents, then it is quite easy to drag and drop that person from the People
List into the family tree of his or her parents, as shown below:
Select the
Child
Drag
the child
to here
To add an existing child:
1 Select the child's name in the People List on the left.
2 Drag the child into the white Add Son Add Daughter box at the bottom of
the window.
Adding Another Family

You can define another husband and wife team by selecting the Add Unrelated
Family option from the Family menu. Later you can attach one of these people
to another family by right-clicking on a specific person and selecting any of the
many Attach options. The following shows an example of the Attach Parents
option.
- 103 -
Getting Started
The right-click options also provide a variety of ways to add

Tip
family members, such as the Add Spouse, Add Parent, Add
Son Add Daughter options.
- 104 -
Getting Started
Editing Information
Family Tree Builder is quite flexible and will enable you to edit any information
that you have entered at any time. The main components that you may wish to
edit are:
Editing a Person
Editing a Family
Editing a Photo
Editing a Person
You can reach the detailed information entry page of a specific person in
several ways:
Click the More Details button in the Add Person wizard.
Double-click the persons card in Tree View.
Click the Edit button on a person card.
Right-click a persons card and select Edit Details.
Double-click on a
Persons Card to edit
their information
A window opens in
which you can enter
or modify information
and photos about
this person
- 105 -
Getting Started
Editing a Family
The simple-to-use interface provided by Family Tree Builder enables you to
double-click on the small box situated between the husband and wife of a
family, in order to edit any information about this family.
Double-click here to edit the

familys information
A window opens in
which you can enter
or modify information
and photos about
this family.
The Edit Family window is comprised of various tabs, each which enables you
to enter different kinds of information about the family as a unit, as follows:
Main Tab
Children Tab
Citations Tab
Notes Tab
Facts Tab
- 106 -
Getting Started
Main Tab
The Main tab enables you to describe the husband and wife who represent the
center of this family and to enter details of their marriage. Entering the maiden
name of a woman (meaning her surname before her marriage) enables Family
Tree Builder to enrich the connections in your family tree.
To enter a date, either type it into the field or click on the Date icon that
appears on the right of each date field. Family Tree Builder provides a rich
variety of options for entering dates or ranges of dates.
Children Tab
The Children tab enables you to define the children of this primary husband and
wife. The top of the window lists the children that have already been defined
and provides a brief summary of their information.
- 107 -
Getting Started
The middle of the window provides all the details about the child whose row is
selected in the top of the window and enables you to edit it. The Relationship
field may be of particular interest in the case of adopted or step-children and so
on.
Button Description
Displays a window in which you can define a new person

who will be a child of these parents.
Displays a list of family tree members from which you can

select the child to attach.
Detaches the selected child.
Select the row of a child and click the Up or Down arrow

button to move the child up or down in the list.
Click this button to sort the children in chronological order.
- 108 -
Getting Started
Citations Tab Defining Citations

Citations enable you to track and identify the source and repositories that you
used in your research. The Citations tab enables you to enter citation
information, as shown below:
For a description of citations and their use see Citations.
- 109 -
Getting Started
Notes Tab Defining Notes

The Notes feature in Family Tree Builder enables you to enter free text that is
displayed about this family. You can type in the text or copy and paste it from
any source into the Notes window, which is shown below:
The top of the window indicates how many notes were assigned to this person.
You can click on the right or left arrow shown below, to browse between the
various pages of notes information.
To clear the note, simply display the Notes page, and click the Delete Note
button.
If you would like to add another note, then click the Add Additional Note
button.
If you would like to add a citation for this note, click the Note Citations button,
see Citations.
- 110 -
Getting Started
Facts Tab Defining Facts

The Facts tab enables you to enter various facts about this family. A variety of
categories of facts are provided and each fact has different fields, enabling you
to enter information that is relevant to this fact, as shown below:
The procedure for entering a fact about a family is similar to entering a fact
about a person, as described in Notes Tab Describing a Person.
- 111 -
Getting Started
GEDCOM and Family Tree

Builder
GEDCOM, an acronym for GEnealogical Data COMmunication, is a
specification for exchanging genealogical data between different genealogy
software.
MyHeritage.com provides a rich variety of visual interface features, media

handling features, information authoring and display options that represents a
significant improvement over the GEDCOMs specification.
You can start your new genealogy project on Family Tree Builder in two ways:
Create a new project
Import a project from an existing GEDCOM file. Typically, this will be a
GEDCOM file that you have exported from another genealogy software.
In Family Tree Builder, the main storage unit for your work is
Note
a Project. A Project is equivalent to a single GEDCOM file,
plus all related photos, documents and files.
Alternatively, you can use the Quick-Start Wizard option in

Tip
the File menu to import, export or load a GEDCOM project.
Importing an Existing GEDCOM File

It is possible to start working on your genealogy project with Family Tree
Builder by importing your data. You can import a GEDCOM file exported by
another genealogy application to start a new project, or merge its contents into
the currently open project.
- 112 -
Getting Started
To import your data to Family Tree Builder:

1 From the File menu, select Import GEDCOM.
The following window is displayed.
2 Browse and choose the GEDCOM file that you wish to import and click
Next.
- 113 -
Getting Started
3 Check the information is correct and click Next.
4 In the Project name text box, type the project name and click Next.
It is recommended that you leave the GEDCOM
Note
configuration parameters unchanged.
.
5 Click Finish. Your FTB project has been created.
- 114 -
Getting Started
The GEDCOM Import feature has been tested on over 5,000 family trees
downloaded from the Internet. This was necessary because many genealogy
products do not adhere precisely to the GEDCOM format, or suffer from
inconsistencies that exist within the format itself. We do our utmost to recover
your data as faithfully as possible and believe we have developed the most
accurate GEDCOM import functionality available. However, there are always
new issues found with this capability, so if you notice errors or deficiencies that
occurred in the import procedure, send us the details so that we may further
improve the import process.
We support the importing of media files and documents

Tip referenced by a GEDCOM file, including photos. However,
some genealogy products reference them using proprietary
non-GEDCOM tags. If your photos are not imported
correctly, please send us your GEDCOM file for us to fix this.
Advanced users may view a report produced at the end of

Tip the import, showing which unexpected tags were found in
your file and how they were handled.
We support a GEDCOM import from Dorotree, even of

Tip bi-lingual family trees (for example English and Hebrew).
The ability to merge a GEDCOM file into a current project is

Tip done only partially. Currently the import will not be done in
full. There is still no functionality to compare, side by side,
your existing family tree and the one in the imported
GEDCOM, where you are asked to pick which specific
records you wish to import and which ones to reject. This
functionality is planned for a future release.
- 115 -
Getting Started
Entering Dates
Family Tree Builder provides a rich variety of options for entering dates or
ranges of dates. Many of the features will provide automated benefits in Family
Tree Builder, such as the ability to see a list of people sorted by their birth date,
graduation date and so on. You are also able to see the events of a persons
life listed chronologically.
To enter a date, either type it into the field using any format that you like (free
text) or click on the Date icon that appears on the right of each date field.
The following window is then displayed:
If you would like to enter an exact date, simply make your selection from the
Month and Day fields and type the year in the Year field.
You can also use the visual calendar in the top right of the window to click on
the date of your choice. The date you select will also be shown in the Month,
Day and Year fields.
Date Field
The date that you specify can be quite flexible. It can be the exact date as
described above, or an approximation. If you are not sure of the exact date
select from the Before, After, About,? or Calculated options to indicate
approximately when the event took place.
The ? option is an indication that you are not sure when it happened.
- 116 -
Getting Started
The Calculated option is an indication that you calculated this date. For
example by saying that your grandmother was 70 years old when she died in
1985 and therefore may have been born in 1916.
The Period options: Period (start to end), Period (start) and Period (end) are
typically used to specify an event that took place over a period of time such as
university studies.
The options for entering a date in this window change according to the selection
that you make in the field as shown below:
Date in Free Text
Single Date
Date within Range
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Getting Started
Period (Start to End)
Period (Start)
Period (End)
You may check the After Sunset check box to indicate that this is when the
event occurred. This option is relevant when entering dates using the Hebrew
Calendar.
Hebrew and French Revolution Calendars

This window also enables you to click on the Hebrew Calendar button or the
French Revolution Calendar button at the bottom of the window in order to
display the required calendar. You can then make your selections in this
calendar in this the same way as in the Standard Calendar.
If you like, you can convert this date into the corresponding date in the standard
calendar by clicking the Convert button.
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Getting Started
Citations
Citations enable you to identify the sources and repositories that you used for
your research.
Family trees are richest when they contain numerous citations, specifying the
reference of the information in the family tree to a specific source document
located in a repository such as a library. A source can be a variety of entities,
such as: a bible, newspaper clipping, tombstone photo, interview transcript or
letter. The citation is the reference to the specific place in that source that
verifies the relevant information in the family tree.
Family Tree Builder supports the full GEDCOM specification that pertains to
sources, notes and citations. These elements are supported recursively, so that
you can add a note to a person, associate that note with a citation that ties it to
a source, add another note on that specific citation and so on. You can also
assign notes to specific events in the persons life, or to one of his/her names,
instead of assigning them to the person as a whole.
To define a citation:
1 When you click on the Citation button in any of the Family Tree Builder
windows The Citation window is displayed, as shown below. It is also one of
the tabs available when defining a person or family. The name of this button
may differ between windows and may be called Citation Notes or Name
Citations and so on.
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Getting Started
2 Select the source to which this citation is referencing from the Source
drop-down list.
If the source you are looking for has not yet been defined in
Note this project, click the New Source button to define it. You
can also use the Edit Source button to modify it (see
Managing Sources and Repositories.
3 You can add the page of the citation in the source, select the level of
confidence from the Confidence drop-down list, add a date to the
citation and add the specific citation text.
4 Click Citation Notes to add notes; the Notes for Citation window
appears.
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Getting Started
5 In the Notes area, type a note. You can click Add Additional Notes for
additional citation notes.
6 If you want the note to be private and not published to the Family site
with the Family tree check the Private note box.
7 Click OK to close the Notes window.
8 When you finish defining the citation, click OK to close the Citations
window.
Enter information describing the source in this window and define the repository
(such as the name of the library or database) in which the source is located,
if required. If the repository already exists, you can select it from the
Repository field. You can click the Add New Repository button to display
the following window in which you can define a new repository:
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Getting Started
Notes can be allocated as a source or a repository by clicking on the

Source Notes or the Repository Notes buttons accordingly.
- 122 -
Handling Photos and
Other Media
Chapter 4
Handling Photos and

Other Media
Handling Photos and Other Media
Handling
Photos and Other Media
About This Chapter:
This chapter describes how to add, annotate and automatically
mark faces in photos and how to use documents and video/audio
files to enrich your family tree. It contains the following sections:
Overview describes Family Tree Builders powerful photo handling tool.

Media Types describes how to enter a variety of types of information and to
associate various types of media with this information.
Photos in Tree View describes how to edit a photo in the Tree View.
Viewing and Managing Photos describes a variety of options for viewing
photos, associating photos with people and facts, and adding information
about photos.
Photos People List lists the people that you have defined in Family Tree
Builder.
Photos List shows all or some of the photos defined in Family Tree Builder
according to your specification.
Adding New Photos enables you to add photos, documents, video and
audio files to your family tree.
Editing a Photo enables you to benefit from the wonderful photo features
provided by Family Tree Builder.
Viewer Window displays a large view of the photo, its name, place and
date it was taken and provides a list of the people that are marked in it.
Photos Menu Bar describes the menu options that only appear in Media
View.
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Virtual Cemetery describes the virtual cemetery in Family Tree Builder that
enables you to view all the photos, documents and video/audio files
associated with a death, funeral or tombstone.
Overview
Powerful photo handling is one of the strongest and most helpful features of
Family Tree Builder. This special feature, created by MyHeritage, represents a
significant improvement of GEDCOMs specification for photos. For more
information about Family Tree Builder and GEDCOM see GEDCOM and Family
Tree Builder).
Photos are invaluable for genealogy research and help bring a family tree to
life. By scanning old photos, adding them to your project on Family Tree Builder
and properly annotating them, you will treasure your familys history. This
enables your family, relatives and friends to enjoy these photos in more ways
than you may have thought possible.
Adding old photos will most likely also benefit your research, because they can
often jog the memory of older relatives and lead to the discovery of information
that cannot be found elsewhere.
The term photo and media may be used interchangeably in

Note
this chapter. Media may refer to a photo, document or
video/audio file.
Family Tree Builder photo handling features enable you to:

Add a photo just once and then associate it with a variety of relevant entities
in Family Tree Builder so that they are displayed together, such as:
elements in the family tree, a person, a family, personal facts, family facts
and more.
Navigate according to the photos of interest, including tooltips that show a
photo and a summary of relevant information. For each person, a Personal
Photo is displayed if one was specified. Otherwise, an anonymous
silhouette is shown. We found that it is much more intuitive to navigate
inside a family tree when photos are displayed for each individual,
especially if you are highly familiar with that family tree. This intuitive
navigation is one of the most useful capabilities of Family Tree Builder.
Import large amounts of digital photos at once into your Family Tree project.
- 125 -
Mark where a persons face appears in a photo in order to teach the system
to whom each face belongs. This is particularly useful for group photos,
which contain more than one person, in order to indicate exactly where
each person is. This is much better than a textural description, such as:
Grandma is the 14th person on the right, on the 6th row from the bottom.
Designate any marked face as a Personal Photo of a person, meaning that
it will become a face thumbnail representing that person that will appear in
the Tree View and in various reports. This saves having to use or create a
separate image for the thumbnail.
This is an improvement over other genealogy products that can only specify
a specific persons photo as primary and show it in reduced size. In these
products, photos often include more than just the face, such as a full body
shot, which when reduced, becomes an unidentifiable miniature. This is not
the case in Family Tree Builder.
View both sides of a scanned photo as a single entity. Old photos often
have important inscriptions and dedications on their reverse side. Family
Tree Builder is the first to enable you to associate a scan of the reverse side
with the front side of each photo, instead of treating them as separate
photos.
Run powerful photo queries. For example to show all of the photos taken
where I am with my grandfather Jesse, or to show all the photos taken in
Bialystok (or a place that sounds like that using DM Soundex) in the 1930s,
or to display all the photos showing my great-uncle Bob or any of his
descendents.
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Media Types
Family Tree Builder enables you to enter a variety of types of information, as
described throughout this manual, and to associate various types of media with
this information: photos, documents (such as a Word file or a PDF of a scanned
birth certificate) and multimedia (video/audio). Some examples of how media
files may appear in Photos View are shown below:
Document Photo Video/Audio
Photos in Tree View

Double-clicking on a photo in the Tree View enables you to edit that photo.
You can double-click

here to edit
information about this
photo
If no Personal Photo is defined, then this person appears as

Note
a silhouette:
Double-clicking on a silhouette of a person in the Tree View, opens a wizard in

which you can add a new photo.
If no Personal Photo has yet been defined for a person, then

Note
you are asked whether you want to define the current photo
as a Personal Photo.
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Viewing and Managing Photos

Photos View provides a variety of options for viewing the photos, associating
photos with people and facts and adding information about photos.
To view and manage photos:
Click on the button in the toolbar. The Photos View window is

displayed, as shown below:
Query
Option
Quick Photo
Find Display
Option Options
Photo
Handling
Peopl Options
e List
Photos
List
This window contains the following areas:

Photos People List lists all the people that you have already defined in
Family Tree Builder and enables easy access to their photos.
Photos List lists photos according to your request. It may show all the
photos defined in Family Tree Builder, all the photos that are associated
with a person or any other filtered list of photos that you specify by
indicating in what or in whom you are interested.
Photos Display Options enables you to control how photos are displayed
in this window.
Quick Find Options enables quick access to a photo according to a
persons name.
Photos Handling Options enables you to add photos, edit information,
mark faces and to view or delete photos.
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Query Options (Advanced Find) provides advanced options for finding

photos in Family Tree Builder.
Photos People List

The People List in Photos View lists all the people that you have defined in
Family Tree Builder. It behaves in the same way as the People List that
appears in Tree View.
To display all the photos associated with a specific

person:
Double-click on a persons name in the People List to display all the
photos that are associated with that person. Instructions for associating a
photo with a person are provided in Associations Tab.
The following shows the options available by right-clicking on a person in the

People List:
Photos in Tree View: Displays this person in the center of the family tree in
Tree View.
Manage Photos: Displays Photos View.
Associate With Photo: Associates this person with the selected photos
- 129 -
Associate Fact With Photo: Opens the Select Fact window from which
you can select a fact that was associated with the selected person and
associate it with the selected photo.
Associate Virtual Cemetery with Photo: Puts the selected photo into the
virtual cemetery of the selected person. For more information about the
virtual cemetery see Virtual Cemetery.
Charts: Displays a chart of ancestors or descendants of the selected
person.
Reports: Generates a variety of reports.
Research [Family Name]: Enables you to research this name using
MyHeritage research feature.
Research [Full Name]: Enables you to research this name using
MyHeritage research feature.
Relation to [Home Persons Name] (Home Person): Displays a window
which describes the relationship between the selected person and the
Home Person.
Relation To: Displays a window in which you can select a person in order
to see the relationship between that person and the selected person.
- 130 -
Photos List
The Photos list is displayed in Photos View when the Photos button is
selected. It shows any of the following:
All the photos defined in Family Tree Builder.
Only photos relevant to the current person or family.
Only photos that match the options you have specified, for example in the
View field.
Double-click on a person in the People List to display all their

Tip photos.
Photos are initially listed in a table in chronological order, starting from the
oldest at the top.
To sort photos by column name:

You can click on any column name to sort the photos. For example, if you
click the Title column, the photos will be sorted by their title, as shown
below:
- 131 -
Photos Display Options

The following describes a few of the options that enable you to control how and
which photos are displayed in Photos view:
Photos View
The View field enables you to select from any of the values in its dropdown
menu, in order to specify which photos are displayed.
Viewing
Options
The following types of options may be available:

All: Shows all the photos in your family tree.
- 132 -
Virtual Cemetery: Shows all the photos that have been assigned to
MyHeritage virtual cemetery (see Virtual Cemetery). These typically are
photos relating to death, funerals or tombstones.
Recently Added Items: Shows all the media items that were added in the
last session (since the last time you logged in).
Saved Search Results: Shows the searches that you have defined in the
Query tab and saved.
Photos Type Display

This section of the window enables you to define what types of media are listed
in the window.
To specify the media type display:

Under the View field, you can click in the Photos checkbox to specify that
only photos are displayed, or in the Documents (Word, PDF and so on)
checkbox to specify that only documents are displayed or in the
Video/Audio checkbox to specify that only video or audio files are
displayed.
Check
Boxes
- 133 -
Photos Format Display
To specify the photos format display:

You can select the Table radio button in the Format area to display the
photos as a table.
The Table option then displays the name of the media, associations, media
type, date, place and so on.
You can select the Thumbnails radio button to display the photos as
thumbnails, as shown below:
- 134 -
To adjust the size of the thumbnails:

You can adjust the size of the thumbnails using the slider on the top right of
the window. Moving it towards the XXL (Extra, Extra Large) on the right side
makes the thumbnails larger, and moving it towards the S (Small) on the left
side makes the thumbnails smaller.
To mark identified faces:

You can click the Show marked faces checkbox to mark the faces
identified in each photo, as shown below. Each person has one Personal
Photo that is shown to represent them in various situations in Family Tree
Builder, such as in the Tree View. By default, the photo that contains this
Personal Photo marks the face in a blue rectangle. Other occurrences of
that persons face are marked by a red rectangle.
- 135 -
To display more information:

1 When thumbnails are displayed, you can hover over a photo to display a
larger photo image and more textual information, as shown below:
2 You can also double-click on the photo to display it in the MyHeritage Image
Viewer that provides various display options.
Sorting Photos
You can click on a column header to sort the photos according to this column.
Quick Find Options

The Quick Find area above the People List enables quick access to a photo
according to a persons name. You may refer to Quick Find for a description of
this feature, which is the same as in the Tree View.
The People List also enables you to sort this list by first name, last name,
birthday date, death date, relationship and more. Click on a person in the list to
show their photos.
- 136 -
Photos Handling Options

The following buttons enable you to add, edit, view or delete photos:
New: Opens a wizard in which you can add a new photo or any other media
to Family Tree Builder.
Edit: Opens the Edit Photo window in which you can define various
characteristics of the photo,.
View: Opens the MyHeritage Image Viewer that provides various display
options.
Delete: Removes the selected photo from Family Tree Builder.
You can also right-click on a photo to display the following menu:
This menu provides the following additional option:

Associations: Displays the other people with which this photo is
associated. You may select a person from this list to display them at the
center of the Tree View. See Associations Tab for a description of how to
define associations. You can then click the Back button in the toolbar to
redisplay the Photos List.
- 137 -
Query Options (Advanced Find)

Provides advanced options for finding photos in Family Tree Builder. Select the
Query tab at the top of the window to display the following window:
To find a photo or another type of media:

1 Specify the criteria of the media to be found.
2 One easy way is to drag one or more people from the People List into the
People/Families area in the center of the window.
Drag a person from

the People List
to here, to include
them in the query
Click Run Query to

display these
photos
3 Click the Run Query button. A list of images is then displayed that match
the criteria that you specified, as shown below:
- 138 -
Another way is to fill out this window as described below:

1 Click on the arrow to the right of the Select button to select whether you are
interested in photos associated with a person or a family.
2 Click the Select button to display a list of people or families according to

your selection in step 1 above. The list of the people or families that you
select then appears in the list.
3 Under the list of people or families specify whether all, any or the
descendants of the people or families that you select here, should be found,
as follows:
All: All the people or families listed in the People/Families field are in
the photo.
Any: Any of the people or families listed in the People/Families field
are in the photo.
Descendants: The descendants of the people or families listed in the
People/Families field will also be included.
4 In the Photo Information area, specify the photo information of interest.
Specify the Title, Date and/or Place of the photo. A variety of options are
provided to clarify which type of information you want, as shown below:
You may of course use the button to specify the date(s) (see Entering
Dates).
- 139 -
5 In the Fact Associated with Photo area, specify information about the
facts that were entered about the photo. Specify a fact that is associated
with this photo by selecting the arrow next to the Select button, select
Person or Family and then select the person or family from the displayed
window and click Select. The Fact field will then provide a list of the facts
available about this person or family for your selection, as shown below:
6 Optionally, you can save this definition for future use by clicking the Save
button. This saved query is then available for redisplay in the View area of
the Photos View, as shown below:
7 Click the Run Query button to display a list of photos that match the criteria
that you defined here.
Note The Manage Saved Queries button in the top right of the
window indicates how many queries were saved (for
example, means that two queries
were saved). Clicking this button opens a window that
enables you to define the order in which queries appear in
the View field, to rename or to delete queries.
Note If you click the Clear button, then the current query
definitions in the window are erased.
- 140 -
Adding New Photos

Family Tree Builder enables you to add photos, documents, video and audio
files to your family tree.
Family Tree Builder provides a simple process for importing all your digital
photos in a single process. These photos are then available for you to associate
with the members of your family tree.
To add one or more photos:

1 Click the dropdown arrow on the right side of the button as
shown below, and select the relevant option to add the required media.
- 141 -
Clicking the button assumes that you want to add a photo. The
following window is displayed:
- 142 -
2 Click the button to display a Select Photo Files window, such

as the following:
- 143 -
3 Select a file and click . You also have the option to select
multiple files to be added using the Ctrl and Shift keys on your keyboard
and then click the button. The selected file(s) are then
displayed in the wizard in a list, as shown below:
4 Click Next to display a success window and then click Finish. These photos
have now been added to your Family Tree Builder project. After you add a
photo, you can then enter more information about it.
The last window of the Add New Photos Wizard contains

Note
the Edit the details of the photo now field which is
automatically selected to indicate that the Edit Photo window
described in this section opens by default.
- 144 -
Importing Photos
Family Tree Builder enables you to perform mass import of your digital photos
that you can add to the family tree in order to make it more interesting and
lively.
When you click on the button in the toolbar, if there are currently no
photos in the project, Family Tree Builder recommends that you add photos to
the family tree in the following window:
Clicking the Yes button brings you to the Import tab in the Photos View
window. You can also access the Import tab by simply clicking on the
button in the toolbar and then selecting the Import tab, which is shown below:
The process of importing photos is comprised of the following three steps:

- 145 -
Step 1: Finding Photos to Import

Step 2: Selecting the Photos to Import
Step 3: Importing the Photos
Step 1: Finding Photos to Import

The first stage of importing is to find the digital photos that you would like to
import. In the Import tab, you can simply click the Search button and the
Family Tree Builder will perform the default search which finds all the photos in
the folder called My Documents on your computer and in your email
messages.
Family Tree Builder also provides a variety of other options for finding photos
that you may want to import into your family tree by clicking the button in
the Import tab to display the following window:
This window provides a variety of places that you can specify for Family Tree
Builder to look for photos, such as: In all files on my computer, On a CD or
DVD, In specific folders that you can specify and so on.
- 146 -
If you select the In specific folders option, then the following options are
displayed enabling you to specify the folders in which to search. You can add
folders to this list, remove folders from this list and/or specify folders to be
excluded from the search.
Make your selections in this window and click OK and then click the Search
button to display these photos for your selection. You can also indicate whether
or not to search through your emails in order to find photos, by checking on or
off the Search my e-mail messages checkbox.
You can also specify the type of media to find, such as: Photos, Video and/or
Audio files.
Step 2: Selecting the Photos to Import

After you click the Search button, the application starts searching and a
progress indicator is displayed. As it progresses, the photos found are
displayed, as follows:
- 147 -
The left side of this window provides a tree structure that represents the
structure of the folders in which the search for photos was performed. For
example in the window shown above, you can see that the My Pictures folder
is located in the My Documents folder because it is a sub-branch of it.
A checkbox appears next to each branch of this tree, enabling you to check off
the folders from which you would like to import photos. Each time you check a
branch in the tree, the thumbnails of the photos that are contained in that folder
are displayed on the right. For example in the window shown above, the
Kennedy folder branch is selected, and the three photos that it contains are
displayed on the right.
Next to each branch, two numbers appear in brackets. For example, [0/3]
appears in the Kennedy folder branch. The right number indicates how many
photos are contained in that folder. The left number indicates how many photos
have been selected to be imported. When you check the check box of a folder,
all the photos that it contains are selected, including all the photos in all of its
subfolders. Each photo also has a checkbox next to it enabling you to check it
for import.
The top of the window shows the progress of finding the photos and the folder
in which Family Tree Builder is currently searching, as shown below:
Step 3: Importing the Photos

After you have selected all the photos to be imported, as described above, you
can click the Import button to start the importing process.
After the process is completed, the following window is displayed indicating how
many photos were imported:
The title of each photo is automatically assigned its files name.
- 148 -
We now recommend that you go through the photos and associate them with
individuals, families and events. The best way to do this is in Photo View. You
can drag names from the People List on the left, on top of the photos on the
right, in order to associate that photo with that name. In Photo View, you can
also edit the photos individually by double-clicking on them and then making the
faces of the people appear in them.
Editing a Photo
Editing a photo in Family Tree Builder enables you to benefit from the wonderful
photo features provided by Family Tree Builder.
The Edit Photo window, shown below, is either displayed:

Automatically after you finish adding a single photo.
When you double-click a photo in Photos View or Tree View.
When you select a photo and click the Edit button.
Photo
Information
People
List
Marked
Face
Status
Bar
Photo Zoom Tools
The Edit Photo window provides a number of tabs that enable you to handle
the photo and associate information with it.
This window contains the following areas:

People List lists all the people that you have already defined in Family Tree
Builder and enables easy access to their photos.
- 149 -
Photo Information provides a number of tabs in which you can specify

information about the photo.
Photo Zoom Tools: The following tools are provided for manipulating the
display of the photo in this window, as follows:
Zoom In : Enlarges the view of this photo.
Zoom Out : Reduces the view of this photo.
Fit to Window : Resizes the display of the photo so that all of it is

displayed in the current window size. If you enlarge the window, the
photo will adjust its display size accordingly.
Status Bar: Shows the file type of the photo, its size in pixels and the
percentage of its size at which it is displayed.
Photo Information
At the top of the Edit Photo window, above the photo, tabs are provided for
entering information about the photo, as shown below:
Info Tab
The Info tab, as shown above, enables you to enter the name of the photo that
will appear under it wherever it appears in Family Tree Builder, along with the
date it was taken and the place where it was taken (for details of entering dates
see Entering Dates.
- 150 -
Associations Tab
The Associations tab, as shown below, enables you to connect between
people in the People List and various types of media, so that you can easily
view all the media relating to a specific person or family.
The list in the center shows the people, families or facts that have already been
associated with the selected media. An icon to the left of each indicates to what
it is associated, as follows:
: Indicates a person.
: Indicates a fact.
: Indicates the virtual cemetery.
: Indicates a family.
- 151 -
To associate a person with this photo, do one of the

following:
Right-click on the relevant person(s) in the People List and select Associate
with photo, as shown below:
Select the relevant person(s) in the People List and click the Associate
button.
Click on the arrow to the right of the Associate button and select Person.
Drag the person from the People List and drop it onto the photo. If a face
was identified, you can drop it into the relevant green rectangle.
Once a person is associated with a marked face, a red

Note
rectangle marks that persons face.
- 152 -
Associating Media
You can associate media with a variety of items by clicking the arrow to the
right of the Associate button, as shown below:
Person: Selecting this option opens a list of people with whom you can
associate this photo.
Fact of Person: Selecting this option first displays a list of people from
which you can select. After selecting a person, the window below is
displayed. In this window you can select a fact about that person to
associate with this media. You can also define a new fact for that person, if
required.
Virtual Cemetery of Person: Adds this media to the Virtual Cemetery

of this person which can be displayed.
Adding a photo to the Virtual Cemetery of a person is

Note
equivalent to associating the photo to the Burial fact of this
person.
- 153 -
Family: Selecting this option displays the following window in which you
can select a family with which to associate this media.
Fact of Family: Selecting this option first displays a list of families for your
selection. After selecting a family the window below is displayed. In this
window you can select a fact of that family to associate with this media. You
can also define a new fact for that family, if required.
- 154 -
Face Recognition - Marking a Face

Family Tree Builder enables you to mark specific faces in a photo and to
associate this marking with a specific person. This is very useful, for example,
in group photos like the one shown below. After a persons face has been
marked, when you hover over it, a tooltip is displayed with that persons name.
Family Tree Builder also provides a wonderful feature that automatically

identifies faces in a photo. Faces that are automatically identified are marked by
a green rectangle. This option is turned on by default or it can be turned off/on
in the Options tab.
You may click the button on the bottom right of the Edit Photo window to
display a legend reminding you that:
Automatically identified photos are highlighted by a green

rectangle, as described above.
- 155 -
Manually marked faces in photos are highlighted by a red

rectangle.
The face in a photo that you marked as the Personal Photo is

highlighted by a blue rectangle.
Note Personal Photos: Family Tree Builder enables you to assign a

single picture to each person in order to represent them
wherever possible, such as in a report, in a thumbnail that is
displayed when you hover over a person, in a list or when they
are shown in Tree View. Typically, this photo should be a
portrait of their face.
The Show Marked Faces button toggles the face markings on and off so that
they are visible or not, but they are still marked even when they are not visible.
To mark a face:
1 Select the name of the person in the Associations list. If that person does
not exist in the list, then add him or her.
2 Click the button. The cursor becomes a crosshair.

3 Drag and draw a box around the persons face.
4 You can then resize or move the box as necessary.
The little white boxes on the Mark Face rectangle are called
Note
handles, and they indicate which box is selected. You can
click on them and drag them to resize the box.
5 Check the Personal Photos box to specify that a specific photo is the
Personal Photo of that person, which will represent that person in various
places in Family Tree Builder, such as in Tree View. The box is then
displayed in blue. The dimension of a Personal Photo always retains the
height/width proportions of 4x3 and thus will force the shape of the
rectangle to these proportions.
- 156 -
Photos Notes Tab

The Notes tab, as shown below, enables you to enter notes describing the
photo.
Reverse Side Tab

Old photos often have important inscriptions and dedications on their reverse
side. An example of the tooltip that is displayed with a reverse side when you
hover over a photo is shown below:
- 157 -
Family Tree Builder is the first to enable you to associate a scan of the reverse
side with the front side of each photo, instead of treating them as separate
photos.
- 158 -
To define a reverse side:

1 Click the Select button. A file selection window is then displayed.
2 Select a file of the reverse side and click Select.
Once a reverse side is defined, you can click View to open the photo in the
MyHeritage Image Viewer, or click the Delete button to delete the reverse side
definition with this media.
Options Tab
The Options tab provides the following options:
This image is a scanned document: Check this option when the media
file is in a format that may be used for a photo, such as: JPEG or TIF, even
though it is a scanned document.
Turn off automatic face detection for this photo: Check this option to
turn off automatic Family Tree Builder face detection.
- 159 -
Viewer Window
The Image Viewer window can be displayed by performing one of the following
actions:
Clicking the View button in Photos View.
Right-clicking a photo and selecting View.
This displays a large view of the photo, its name, place and date it was taken
and provides a list of the people that are marked in it on the right, as shown
below:
These tools enable you to browse through the images listed in Photos View and
provide various display options, as follows:
: Jumps to the first image listed in Photos View.
: Jumps to the previous image listed in Photos View.
: Jumps to the next image listed in Photos View.
: Jumps to the last image listed in Photos View.
: Zooms out the image making its display smaller. The relative size of the
image that is displayed in the window (for example 30%) is shown on the
bottom right of the window.
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: Zooms in the image making its display larger. The relative size of the
image that is displayed in the window (for example 150%) is shown on the
bottom right of the window.
: Displays the image in its actual size, meaning 100%.
: Prints the image.
: Sets this image as the background for your desktop (also called
wallpaper).
: Toggles on and off the display of the Image Information panel that
shows the images name, place and date it was taken, and provides a list of
the people that are marked in it on the right. You can click the arrow on the
right of this tool to specify that the image information be displayed on the
top, bottom, right or left of the image or whether it be a floating (separate)
window.
The menu options provided in the MyHeritage Image Viewer perform the same
functions as above with a few simple and clear additions.
Photos Menu Bar

The Photos mode in MyHeritage provides additional menus:
Photos Menu.
Query Menu.
Photos Menu
The following describes each of the options in the Photos menu:
Edit: Opens the Edit Photo window in which you can define various
characteristics of the media.
View: Opens the MyHeritage Image Viewer that provides various display
options.
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Delete: Removes the selected image from Family Tree Builder.

New: Opens a wizard in which you can add a new photo or any other media
to Family Tree Builder.
Import Photos: Enables you to specify a folder, a device or your email and
to import all the photos in that folder into Family Tree Builder. A summary of
the number of photos imported is displayed at the end.
Create Thumbnails: Generates the thumbnails of the photos.
Produce Report: Produces a photo album.
Query Menu
The following describes each of the options in the Query menu:
Run Query: Displays a list of photos that match the criteria that you defined
in the Query tab.
Clear: Clears the current query definitions in the Query tab.
Save: Saves the current definitions in the Query tab for future use.
Note The Manage Saved Queries button in the top right of the
window indicates how many queries were saved (for
example, means that two queries
were saved). Clicking this button enables you to define the
order in which queries appear in the View field, to rename
or to delete queries.
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Virtual Cemetery
A virtual cemetery is available in Family Tree Builder to enable you to view all
the photos, documents and video/audio files associated with deaths, burials
and/or funerals.
People that are deceased appear with a Tombstone icon in the title of their
family tree. If you hover over it, a tooltip is shown about the death, as shown
below:
A green picture frame appears on tombstone icons to which media was added.
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To display the virtual cemetery:

Double-click on the Tombstone icon on a persons card, as shown below:
This displays the virtual cemetery, which shows all the media associated
with the death and funeral, as shown below:
If you add a new photo while viewing a virtual cemetery,

Note
then the last window of the wizard contains the following
check box. Check it to specify that this photo belongs to
that persons virtual cemetery.
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Smart Matches
Chapter 5
Smart Matches
Smart Matches
Smart Matches
About This Chapter:
This chapter describes the option for finding out whether the people
in your family tree match people in other family trees that have
been published. It contains the following sections:
Overview describes how to find people that match the people that you have
defined in your family tree in other published family trees.
Matches in Tree View describes how a person that is a potential match for
someone in your family tree appears in Tree View in your family tree.
Smart Matches Window describes the functions provided by the Smart
Matches window.
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Smart Matches
Overview
Family Tree Builder enables you to find people that match the people that you
have defined in your family tree, in other family trees, that members all over the
world have created on MyHeritage.com. This means that other people may
have built a family tree and may have defined the same person in their family
tree as in your family tree. This provides you with an opportunity to significantly
expand your family tree by automatically finding links between your family and
others through Family Tree Builder. Remember if someone else has the
same person in their family tree as in your family tree, then they may be
your family too!
When you use the Smart Matches feature, each person in your family tree is
compared with all the people in all the other family trees on MyHeritage.com.
You can then review the list of people that Family Tree Builder suggests may
be a match. Afterwards, you can confirm or reject that they are the same
person by reviewing their photo and their personal information. Confirming a
match creates a link to that person in the other tree. You can also merge items
(information, photos, notes) from the compared family tree into your own.
When you create a new family tree or when you add people to your tree, it is
always recommended to publish the tree to MyHeritage.com in order to receive
Smart Matches for your entire tree. The Smart Matches feature in Family Tree
Builder makes publishing your family tree even more interesting. It opens the
door for Family Tree Builder to enable others to check if the people in your tree
are a match for theirs. This means that you may have new and previously
unknown, family members making contact with you very soon!
In order to receive Smart Matches your computer must be

Note
connected to the Internet.
The Smart Matches option indicates that a potential match has been found for
a person in the Tree View. It does so by showing an icon in that persons card,
as described on this page. The Smart Matches option also provides a window
that reviews your entire family tree, compares all the people in the family trees
of MyHeritage.com and then shows you the Smart Matches.
Family Tree Builder uses the last and first name, date of birth and death and a
variety of other aspects, such as other relatives, to find potential matches for
the people in your family tree. These potential family members are presented to
you with a score (a percentage like in Google), indicating how closely they
match. You can then confirm or reject them as being the same person.
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Smart Matches
Matches in Tree View

The Smart Matches option indicates whether a potential match has been found
for a person in the Tree View by showing the icon in that persons card, as
shown below:
Each time you add a person or update the details of a person, Family Tree
Builder rechecks if any matching people can be found in other family trees.
While it is checking, the icon appears blinking gray. If one or more matches
are found, this icon then turns green. If no matches are found, this icon
disappears from that persons card in Tree View.
Note In order to receive Smart Matches your computer must be

connected to the Internet.
If the icon appears green, then you can hover over it to display the following
tooltip:
This tool tip indicates how many people are potentially the same person in other
sites. In the window above, this number is 2.
Double-clicking the icon in that persons card in Tree View opens the Smart
Matches window to the Matches tab.
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Smart Matches
Smart Matches Window

The Smart Matches window is displayed by doing one of the following:
Clicking the tool in the toolbar which opens the Smart Matches
window to the Overview tab.
Double-clicking the icon in a persons card in Tree View opens the

Smart Matches window to the Matches tab.
The Smart Matches window contains three tabs, as follows:

Overview Tab which shows either a list of people in your family tree that
have matches or a list of family trees in which those matches where found.
Matches Tab which shows the people that match a specific person in your
family tree.
Compare Tab which graphically shows a person in your family tree
compared with that person in someone elses family tree and enables you to
merge the information from the compared family tree into your own family
tree.
Smart Matches and Publishing

The Smart Matches feature can only find people in family trees that are
published. It is therefore recommended that you publish your family tree to a
site. If you have not already done so, the following window is displayed when
you open the Smart Matches window.
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Smart Matches
Click Yes to set up a site, if you have not already done so, and then publish this
tree.
Overview Tab
Clicking the tool in the toolbar opens the Smart Matches window to the
Overview tab.
The Overview tab of the Smart Matches window shows a list of the people in
your tree that match people in other family trees, as shown below:
View Smart
Matches Area
General Smart
Matches Information
Smart
Matches Table
Family Tree Builder checks all the people in your family tree against all the
other people in all the other MyHeritage.com family trees, to identify people that
may match the people in your tree. It then displays each of them in a row of the
Smart Matches table.
The following columns describe each person in this window. You can sort this
list by clicking on the column header.
Photo: The leftmost column shows a photo of this person in your tree.
Matches: Specifies how many matches were found for this person in other
trees, and provides a link to see a list of all the people who are potential
matches for this person.
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Smart Matches
If no matches were found for a person in your tree, then

Note
that person does not appear as a row in this window.
Name: Specifies the name of this person in your tree, and provides a link to
this persons information in your tree.
Birth Date, Birth Place, Death Date: Specifies these details for the person
in the other tree.
View Smart Matches Area

The top left part of this tab enables you to select whether to display the
matches By people or By trees.
Viewing this window By people shows which people in my tree have
matches and how many.
Viewing this window By trees shows the family trees in which you have
matches and how many matches in each. This may help you identify other
family trees that contain numerous people that match your family tree, thus
enhancing the possibility that you have found new family members!
The top left part of this tab also shows general information about the Smart
Matches shown in this window, such as how many people have been found in
other trees on other sites that match the people in your tree. The window above
indicates that 547 people have been found that are potential matches for 86
people in your tree.
Note The Update Now button can be clicked to refresh the

displayed data from the MyHeritage.com database.
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Smart Matches
Right-click Menu Overview Tab

You can right-click a row in the Smart Matches table to display the following
menu:
The following describes the options in this menu:

Display Smart Matches for Name: Displays this person in the Matches tab
as described below. You can also click a persons name or double-click a
line to view the Matches tab.
Display in Family Tree: Displays this person in the Tree View.
Relation to Home Person: Displays a window which describes the
Relation To: Displays a window in which you can select another person in
order to see the relationship between this person and the selected person.
Matches Tab
The Smart Matches icon that appears on a persons card in the Tree View
indicates that a potential match has been found for the person:
Double-clicking the icon opens the Smart Matches window to the Matches
tab.
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Smart Matches
Note
You can also display the Matches tab by clicking the
tool in the toolbar. This opens the Smart Matches window to
the Overview tab. You can then click a persons name to
view the Matches tab.
The Matches tab of the Smart Matches window lists the people that match a
specific person in your family tree, as shown below:
General
Smart
Matches
Information
Smart
Matches
Table
General Smart Matches Information

The top left part of this tab shows general Smart Matches information, such as
how many people in other trees have been matched to the selected person.
The window above indicates that 253 people have been found that are potential
matches and that one additional person with a similar name has been found.
The Update Now button refreshes the displayed data from the MyHeritage.com
database.
Note Some matches may not be shown in this window because

their names (or other information) are slightly different. This
can be controlled in the Options window.
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Smart Matches
The Table of Potential Matches

This window presents one row for each person in the Smart Matches table.
The top row is highlighted in beige and represents the person in your tree for
whom you are checking if there is a match. Each subsequent row represents a
single person in a different tree that may be a match. These people (rows)
appear in the order of their match Quality, meaning how close Family Tree
Builder assesses the match to be. The higher the score, the higher the certainty
that he or she is the same person. This is because more of the data about that
person is the same as the person in your tree.
You can hover over the data in any column to display more information about
this person in the context of this column. For example, the following is displayed
when you hover over the Quality column of a person in this window:
The fields that are the same for this person and for the person in your tree are
color-coded to indicate if they match, as follows:
Green: These fields are identical or similar for these two people.
Red: These fields are different for these two people.
Black: The field does not exist for either of these two people.
The following describes the columns of this window. You can sort this list by
clicking on the column header:
Photo: The leftmost column shows a photo of this person in the other tree.
Status: Specifies whether you have indicated if this person is the same
person as in your tree. This column may have one of the following values:
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Smart Matches
Empty: This is the starting state for a person that is a potential match.
Empty indicates that you have not yet determined whether to confirm
that this is the same person as in your tree or whether to reject this
person, thus indicating that this is not the same person.
Confirmed: This status indicates that you have confirmed that this is the
same person.
Note Currently, you can view the data of this other person
and then enter it into your tree or create a link to it in
the form of a citation.
Rejected: This status indicates that you do not think that this is the
same person. Rejected people appear at the bottom of the list.
Quality: Shows a score indicating how closely Family Tree Builder
assesses that person is a match. The more details and relatives this person
shares with the person in your tree, the higher the score. People with a
higher score have more green fields showing in the tooltip that is displayed
when you hover over this field. People with a lower score have more red or
black fields showing in the tooltip that is displayed when you hover over that
field. For example, people with the same name and birth date get a higher
score than someone else that does not. Also, someone with the same first
name and the same parents may get a high score.
Relatives: Specifies the number of direct relatives that the person in the
other tree has. This is quite interesting, since this may indicate a family tree
that is full of information. You may be very interested in looking at that tree
in order to expand your family tree by adding these relatives to your tree.
Birth Date, Birth Place, Death Date: Specifies this information for the
person in the other tree.
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Smart Matches
Tree Name: Provides a link to the tree of the matched person on the other
site. This tree is displayed in a separate browser window and the matched
person is in focus in the tree. An example is shown below:
Site Owner: Provides a link to the personal information of the owner of the
matched site.
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Smart Matches
Right-click Menu Matches Tab

You can right-click on a row in the Smart Matches table to display the following
menu:

Compare this Match: Displays this person in the Compare tab, which is a
graphical representation of the tree compared with the person in the other
tree. This behaves the same way as when you click on a person's name
that is displayed as a link.
Change Status of this Match: Enables you to confirm or reject whether
this is the same person. The word Confirmed or Rejected then appears in
the rightmost column of the table of this persons row in the Matches tab.
Visit Tree (Tree/Site Name): Displays the entire tree of the matched
person in a separate browser window. This behaves the same way as when
you click on a trees name that is displayed as a link.
Visit Profile of Owner (Site Owner Name): Provides a link to the personal
information of the owner of the matched site. This behaves the same way
as when you click on an owner's name that is displayed as a link.
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Smart Matches
Change Status of the Match

The Change the Status of this Smart Match window enables you to confirm or
reject whether the matched person is the same person as in your tree. You can
also specify that the status is undetermined if you are not sure about this
match.
This window can be displayed by one of the following methods:

Right-clicking on any row (excluding the first one) in the table shown in the
Matches tab, and selecting the Change Status of this Match option from the
menu that is displayed.
Selecting any row (excluding the first one) in the table shown in the Matches
tab and clicking the Change Status button that appears in the top right
part of the window.
Select one of the following options and click OK:

Undetermined: This is the starting state for a person that is a potential
match. This indicates that you have not yet determined whether to confirm
that this is the same person as in your tree or to reject this person.
Rejected: This status indicates that you do not think that this is the same
person. Rejected people appear at the bottom of the list in the Matches tab.
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Smart Matches
Confirmed: This status indicates that you have confirmed that this is the
same person. If you select this option an additional field is displayed, as
shown below, enabling you to add a link from this person in your tree to the
matched person in the form of a citation.
Citation
including a
link to this
person in
another tree
Link to this
person in
another tree
The window above shows an example of a citation that was added by

confirming a Smart Match. The bottom of this window provides a link to the
matched person in the other tree.
Accessing More Matches

Some matches may not be shown in the Matches tab because their names (or
other information) differ slightly from the person in your family tree.
For example, a person named Bob Kennedy may match Robert Kennedy in
your tree when the Smart Matching Options, described below, are set as
lenient. However, this match may not be shown when the Smart Matching
Options are set as strict, because Bob is not identical to Robert.
Two links are provided in the top left corner of the Matches tab that enable you
to access more matches, as follows:
Show the additional Smart Match: This link adds the people who were not
shown in the list because of the strict definitions in the Options window.
These people are displayed in gray.
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Smart Matches
Change Smart Matching Options: This link displays the Options window
in which you can modify parameters that affect the behavior of Family Tree
Builders Smart Matching feature, as shown below:
This window contains the following parameters:

Auto Match: Yes, specifies that the automatic matching features that
appear in a persons card and that show a green icon are activated.
No, deactivates the feature that automatically searches for matches
whenever you add a person or edit a person's details.
Match Similar First Names: Determines the strictness or leniency of
the automatic Smart Matching feature when finding matches for first
names. For example, matching Bob with Robert is lenient. Select one of
the options from the dropdown list, shown below:
Match Similar Last Names: Specifies the strictness or leniency of the

automatic Smart Matching feature when finding matches for last names.
Select one of the options from the dropdown list.
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Smart Matches
Compare Tab
The Compare tab visually shows a person in your family tree compared with
the matched person in someone elses family tree, as shown below:
Person in
your family
tree
Person in
another family
tree
Status Area
You can display the Compare tab of the Smart Matches window by performing
one of the following:
Double-clicking any row (excluding the first one) in the table shown in the
Matches tab.
Right-clicking on any row (excluding the first one) in the table shown in the
Matches tab and selecting the Compare this match option from the menu
that is displayed.
Selecting any row (excluding the first one) in the table shown in the Matches
tab and clicking the Compare button that appears in the top right part of the
window.
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Smart Matches
Compare Trees
Change
tree link
The top part of this window shows the person that is in your tree as the focus of
his or her family.
The bottom part of this window shows the matched person in the other tree as
the focus of his or her family.
The right middle of this window provides a Change tree link that opens a menu
from which you can select to view any of the other matched trees.
Each persons card is color coded, as follows:

Dark Blue: Indicates the selected person in each tree. When you select a
person in one tree the matched person in the other tree is selected
automatically.
Green: Indicates a relative of the person in your tree for whom a match was
also found in the other tree.
White: Indicates a relative for whom no match was found.
The name of the matched site and tree, as well as the site owner, is displayed
above the bottom tree. Clicking these opens a separate browser window to
display the full tree or the site owner's details.
Status Area
The bottom part of this window indicates the status of this person in your tree,
meaning whether this match was confirmed, rejected or is yet undetermined.
The bottom part of this window also shows the Change Status button that
enables you to indicate whether you confirm or reject this match.
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Smart Matches
The Quality of Match field shows a score indicating how closely Family Tree
Builder assesses that this person is a match. The more details and relatives this
person shares with the person in your tree, the higher the score. People with a
higher score have more green fields showing in the tooltip that is displayed
when you hover over this field. People with a lower score have more red or
black fields showing in the tooltip that is displayed when you hover over this
field. You can click on the Explanation link to display the following window:
This window shows the various types of information defined for this person in
your tree and in the other tree and indicates whether they match in the Results
field. These fields are color-coded, as follows:
Green: These fields are identical or similar for these two people.
Note The settings that you selected in the Options window in

the Change Smart Matching Options fields may affect
what appears green. The more lenient the option that you
selected, the greater the number of fields that appear
green.
Red: These fields are different for these two people.

Black: The field does not exist for either of these two people
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Smart Matches
Personal Information Cards
The top card shows the details of the person in your tree.
The bottom card shows the details of the matched person in the other tree.
The information is color coded in the following way:

Red: The information is different for these two people.
Blue: The information exists for the matched person, but not for the person
in your tree.
Black: The information for the two people is the same.
Zooming in the Compare Tab

This slider controls the display size of the trees in the window. Slide it to the
right to enlarge the view or to the left to shrink the view.
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Smart Matches
Smart Match Merge Utility

After matching your family tree to trees in other sites, you can use the Smart
Match Merge utility, to add to your project items (information, notes and photos)
from these trees.
The Compare tab enables you to compare your tree to any of the matched
trees. If the information of a person matches the information for a person in
your tree, this person will be considered a match. However, if the person is
alive any information not appearing in your tree is considered private. You can
contact the Family site owner of the matched tree for permission to access this
information. If the information is not private you can merge the information onto
your Family Tree.
Note The information for a deceased person is never private.
To contact a Family site owner:

1 In the Compare tab, click Contact [Family Name] Family to display the
following form:
2 Type in your message and click Send to contact the owner of the private
information.
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Smart Matches
Merging Information
You can merge all available new information from a compared tree into your
family tree automatically, or perform the merge manually step-by-step
confirming each data merge separately.
To merge compared tree information into your family

tree:
1 Click Merge in the Compare tab; the Smart Match Merge Utility
window appears.
The window displays a list of all persons in your tree and all persons in the
compared tree whose information is not private. For all matched persons, both
the name of the person in your tree and in the compared tree is displayed, as
well as their relation to the main person and an indication whether or not new
information was added.
The persons for whom the comparison turned up new information are selected
by default.
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Smart Matches
2 You can now do one of the following:
o Perform automatic merge; items are matched automatically
o Perform a step-by step merge; you are required to confirm each

merge.
To perform automatic merge:

1 In the Smart Match merge Utility window, click Automatic merge;
merge is performed automatically and the following window appears:
The information from the compared family tree was merged into your tree.
2 Click Done to close the window.
To perform a step-by-step merge:

1 Click Step-by-step merge.
2 The following information can be merged:

o Name
o Birth details
o Death details
o Relation to main person
o Notes
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Smart Matches
o Photos
Note The specific merge steps depend on the information

available in both trees.
Step 1: Overview
The Merge Person Overview window appears for the first person in the list.
A summary of the details of the person in your tree appears next to the details
of the compared family tree.
You can now merge the details of this person step-by-step; you can
automatically merge all details or choose to replace all details from your tree
with the details from the compared family tree. If you choose to merge the
details step-by-step a wizard appears assisting you in the detailed merge
procedure.
Click Next to display the next step.
If the details of the person are not completely matched you have the option of
merging with an existing person in the tree or adding a new person to your tree
(see below).
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Smart Matches
In this case, when you click Next the following window appears:
You can click OK to confirm or add/change details and click OK when you finish
closing the window.
Note Click More details to display the person's card..
Click Next to display the next step.
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Smart Matches
Step 2: Birth Details
The upper area of the window displays two panes with birth details. You can
choose to keep your birth details, replace the birth details with the details from
the compared tree (in which case you can choose to add your data as an
alternative fact) or merge the two intelligently.
The lower area displays the results of your choice.
When you finish, click Next to display the next step.
Step 3: Death Details
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Smart Matches
The upper area of the window displays two panes with death details. You can
choose to keep your death details, replace the birth details with the details from
the compared tree (in which case you can choose to add your data as an
alternative fact) or merge the two intelligently.
The lower area displays the results of your choice. If you deselect Deceased
the merge results are disabled.
When you finish, click Next to display the next step.
Step 4: Photos
The upper area displays the available photos in your tree and in the merged
tree.
You can choose to take the photo from the merged tree as well as use it as a
personal photo.
The following note is added to the person's card: "Photo was added as Smart
Match from family tree [Family Tree Name]".:
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Smart Matches
Step 5: Smart Match Status
If you are unsure about the match, you can decide to leave the status
undetermined. You can also reject the merge. You can also confirm that this is
a valid match, in which case you can add a citation to the merged information.
The following citation is then added to the person's card:" Added by confirming
a Smart Match".
Step 6: Confirm Merge
A summary of the planned merge is displayed. Check the information and click
Finish to perform the merge for this person and continue to perform the merge
for the next person in the list.
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Smart Research
Chapter 9
Smart Research
Smart Research
Smart Research
About This Chapter:
This chapter describes the option for searching and adding
genealogical information to the people in your family tree based on
information in known genealogy sites. It contains the following
sections:
Overview describes how to find people that match the people that you have
defined in your family tree in other published family trees.
Smart Research in Tree View describes how a person that is a potential
match for someone in your family tree appears in Tree View in your family
tree.
Smart Research Window describes the functions provided by the Smart
Matches window.
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Smart Research
Overview
The Smart Research feature, new to version 3, enables you to search and add
genealogical information to the people in your family tree, based on highly
creditable information from many of the most important genealogical databases
and people-related archives.
The search for information is based on personal information like last names,
first names, as well as places and dates of birth and death. Checking the
names is done using a smart algorithm that provides the quality of the match
based on several aspects such as how many data items were matched
between your tree and the source data, how common is the name and provides
alternative spelling for the searched name. You can perform the Smart
Research on selected people in the tree or on the whole of the family tree at
once.
The search is done in the background, which means that you can continue
working while it is being performed. You can change the number of concurrent
search request that can be run at a given time (Max concurrent requests
configuration option. See Configuration Options).
The research is performed locally, using a list of sources frequently updated

online by MyHeritage.
The difference between the Smart Research and the regular Research feature
is that while the Research checks many more data sources and various types
of information relating to the search subject, the Smart Research feature
concentrates on a smaller number of hard information data items but the
information retrieved is based on a highly accurate though smaller set of
information sources.
You can configure Smart Research to be performed automatically whenever a

person is added to the Family Tree or when a person's information changes
(Automatic Research configuration option. See Configuration Options).
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Smart Research
Smart Research in Tree View

The Smart Research indicator in a persons card, indicates in Tree View,
that Smart Research information is available for that person:
Each time you perform Smart Research for a person the information is
assigned to this person and can be seen in the Smart Research View's Results
tab.
Note In order to receive Smart Research information, your

computer must be connected to the Internet. (Once
information has been received, you dont need to remain
connected).
If the icon appears in the person's card you can hover over it to display the
following tooltip:
This tool tip indicates how many Smart Research results were found for this
person.
Double-clicking the icon in that persons card in Tree View, opens the
Overview tab of the Smart Research window.
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Smart Research
Smart Research Window

The Smart Research window is displayed by doing one of the following:
Clicking the button in the toolbar which opens the Smart Research
window to the Overview tab.
Selecting one of the Smart Research options from the Research Menu.
Right-clicking a person in the Family Tree pane and choosing Smart
Research [person's name].
Right-clicking a persons card in Tree View and choosing Smart
Research [person's name] from the Research menu.
The Smart Matches window work area contains three tabs, as follows:
Overview Tab which shows a table summarizing the Smart Researches
performed. The table lists the persons for whom Smart Research was
performed on the project.
Results tab, which shows the details of the results for the person selected
in the Overview tab.
Compare Tab, which graphically compares the person in your family tree
on which Smart Research was performed, to the person from the results list
you selected for compare in the Results tab.
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Smart Research
Overview Tab
Clicking the tool in the toolbar opens the Smart Matches window to the
Overview tab.
The Overview tab of the Smart Matches window shows a table of the people in
your tree for which Smart Research was performed:
The following columns describe each person in this window.
Note Click the Hide/Show low quality results to hide or display

low quality results. Low quality results are results with two
stars or less.
You can sort this list by clicking on a column header (this option is available for
most columns).
Photo: The leftmost column shows a photo of this person in your tree (if
available).
Results: If you choose to hide low quality results, this column will display
how many high quality results were found for this person. If you choose to
display low quality results then the number of low quality results is also
displayed in parenthesis, for example: (+6 low-quality). You can sort the
table in descending order of the number of results.
Name: Specifies the name of this person in your tree. Clicking the name
opens the Results tab for the person.
Birth: Specifies date and place of birth according to you information. You
can sort the table according to this column. The table is first sorted by year
of birth then by location
Death: Specifies date and place of death according to you information. You
can sort the table according to this column. The table is first sorted by year
of birth then by location
Progress: the progress column indicates the progress of a Smart Research
being carried out. If the Smart Research has finished the indication
Complete appears in the column. If the Smart Research is paused an
indication will appear in this column.
In addition the work area in the Overview tab displays the number of people on
which Smart Research was performed. You can click Research entire tree to
perform Smart Research on all the members of your family tree, or click
Research specific person to display the Select person to research window for
selecting the person to research.
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Smart Research
Note Click a column header to sort the list according to this

column in ascending order.
You can use the Quick Find area to locate a person according to first and/or
last name. You can also filter the list to display only males and/or only females
and/or only unknowns.
When Smart Research is being performed on the whole tree the top of the work
area displays the number of persons for whom results were found and a
progress bar with the progress of the Smart Research. You can click the Stop
research button to stop the Smart Research (and click Research entire tree or
Research specific person at any time to resume the Smart Research).
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Smart Research
Right-click Menu Overview Tab

You can right-click on a row in the Smart Research table to display the
following menu:

Display Smart Research Results for [Name]: Displays the Smart
Research Results tab for this person. You can also click a persons name
or double-click a line to view the Results tab.
Display in Family Tree: Displays this person in the Tree View.
Relation to Home Person: Displays a window which describes the
Relation To: Displays a window in which you can select another person in
order to see the relationship between this person and the selected person.
Results Tab
The Smart Research icon that appears on a persons card in the Tree View
indicates that a Smart Match for this person was performed.
Double-clicking the icon opens the Smart Matches window to the Results
tab.
Note
You can also display the Results tab by clicking the
button in the toolbar. This opens the Smart Research window
to the Overview tab. You can then select a person to display
Smart Research results.
- 200 -
Smart Research
The Results tab of the Smart Research window lists for the specified person
the results of the search:
When a Smart Research on the person is in progress, the top of the work area
displays the number of the currently found results and a progress bar with the
progress of the Smart Research for this person. You can click the Stop button
to stop the research (and click Resume at any time to resume).
- 201 -
Smart Research
Table of Results
This window presents one row for every result. The top row shows the person
in your tree for whom you are displaying results. Each subsequent row
represents a single result from a different source for the person researched.
These results initially appear in the order of their Quality, meaning how
relevant the research algorithm estimates the information to be.
You can hover over the data in any column to display more information. For
example hovering over the second column which indicates the source, will
display additional information about the site from which the result was obtained
about this person in the context of this column.
The following describes the columns of the results. You can sort this list by
clicking on the column header:
The second column displays the source of the result.
Name: The name of the person as it appears in the source.
Quality: Shows a score indicating how good Family Tree Builder assesses
the result. 2 stars or less are considered a low quality result.
Birth: Specifies birth date and location according to information in the
source.
Death: Specifies death date and location according to information in the
source.
More Info: Provides additional genealogical information from the source (if
it exists).
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Smart Research
Obtained: The date the result was obtained.

Action: Click the Compare link to display a graphic comparison between
the Family Tree in your project and the information from this result (you can
also right-click the result and choose Compare this result). Click the View
link to display the original query on the site from which this result is taken.
Compare Tab
The Compare tab visually shows the person in your family tree compared with
the genealogical information for the person in a specific result, as shown below:
Person in
your
family tree
Person in
Source
You can display the Compare tab of the Smart Matches window by performing
one of the following:
Double-clicking any row (excluding the first one) in the table in the Results
tab.
Right-clicking any row (excluding the first one) in the table in the Results
tab and selecting the Compare this result option from the menu that is
displayed.
Selecting any row (excluding the first one) in the table in the Results tab
and clicking the Compare link in the Action column.
Zooming in the Compare Tab

This slider controls the display size of the trees in the window. Slide it to the
right to enlarge the view or to the left to shrink the view.
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Charts
Chapter 6
Charts
Charts
Charts
About This Chapter:
This chapter describes the types of charts that Family Tree Builder
provides and how to create and customize them. It also contains
the following sections:
Displaying a Chart describes how to display a chart of ancestors or
descendants.
Configuring Chart Appearance describes options for defining the
appearance of your charts.
Family Tree Builder provides the following types of charts:

Ancestor Charts, which shows the selected person, his or her spouse(s)
and the parents, grandparents and so on.
Descendant Charts, which shows the selected person, his or her
spouse(s), the children, the grandchildren and so on.
Fan Charts, which shows the selected person and that persons
descendants or ancestors in a chart that is shaped like a fan.
Close Family Charts, which shows the selected person and a few close
generations of that persons family.
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Charts
Displaying a Chart
You can easily select from the menu options to display a chart of ancestors or
descendants either vertically or horizontally, as described below:
To display a chart:
1 Click the Charts button to display the Charts menu, as shown below:
2 Select whether you want the chart to be displayed horizontally or vertically.

Examples of how each option appears are shown below:
Ancestor Horizontal
- 206 -
Charts
Ancestor Vertical
Descendants Horizontal
- 207 -
Charts
Descendants Vertical
An example of the window that is displayed is shown below:
3 You can manually click and drag any box in the chart to a new position as
required. The line connecting it to its family member adjusts accordingly.
4 The following describes the other options that are available in this window:
Options: Enables you to configure the appearance of the chart and its
boxes.
Styles: Provides a variety of attractive styles for your selection and
enables you to specify the type of facts that will appear in any box.
Save Icon: Opens a wizard that enables you to save this chart as
a PDF or JPEG file to a location that you specify.
- 208 -
Charts
Print Icon: Prints the displayed report.

Zoom: You can use the zoom slider to enlarge or reduce the display of
the report on the screen.
PDF is a standard format provided by Adobe Acrobat. Its

Note
reader can be downloaded for free from various sites on the
Internet. If you do not have Acrobat reader, simply download
it and install it. You can then view and print the PDF files
provided by Family Tree Builder or any other PDF file.
5 Once this chart appears to your liking, you can print it by clicking the Print
icon or selecting the Print option from the File menu.
- 209 -
Charts
Configuring Chart Appearance

Family Tree Builder provides a wide variety of options for defining the
appearance of your charts, as follows:
Chart Options
Chart Styles
Chart Options
To configure Chart Options:
1 Display the chart of your choice, meaning Ancestor, Descendant, Horizontal
or Vertical.
2 Click the Charts button to display the Charts menu, as shown below:
- 210 -
Charts
3 Select Chart Options to display the following window:
4 Fill in or modify the information in the various tabs of this window, as

described below, and click OK to display the chart. This new appearance
remains until you change it.
You can also click the Apply button to save the changes
Note
and still leave the window open for more changes.
The following tabs are provided to enable you to define the appearance of your
family chart as follows:
General Tab
Facts Tab
Boxes Tab
Fonts Tab
Background Tab
Lines Tab
Languages Tab
- 211 -
Charts
General Tab
The General tab enables you to define the general chart appearance, as
follows:
The following describes the fields in this window:

Title: Specify the name of the chart to appear in its title.
Generations: Specify whether to show all generations or specify the
number of generations to appear in the chart.
Personal Photos:
Show Personal Photos: Specify how Personal Photos are shown in the
chart. The available options are:
Only if Exists: Specifies that the Personal Photo is shown if it
exists. If it does not, then nothing is shown.
Always (show placeholder if missing): You can specify that a
silhouette placeholder is displayed if no Personal Photo was defined
for this person.
Never: Specifies that Personal Photos are not displayed.
- 212 -
Charts
Personal photo size: Specify the size of the Personal Photos:

Normal is 60 x 80 pixels and Small is 30 x 40 pixels.
Arrangement:
Orientation: Specifies whether the chart will be displayed vertically or
horizontally.
Prevent boxes from crossing page boundaries: Specifies whether
Family Tree Builder will tile the printout of the chart so that it covers
multiple pages and so that no chart box exceeds the boundaries of a
single page.
To tile means to divide up the chart to cover multiple

Note
sheets of paper as a single image, where a part of the
image appears on each sheet of paper.
Arrange boxes closely to save pages: Positions chart boxes close

together, thus reducing the space that they require on paper.
Facts Tab
The Facts tab enables you to define the facts that appear in each box of a
chart, as follows:
1
Select a
category of 3
facts Click Add to
include these
facts
2
Select 4
facts The included
facts are
listed here
- 213 -
Charts
Each chart box represents a person. An example of a box in a chart is shown

below:
To define the facts to be included:

1 The left side of this window lists the various facts that are available to be
shown in a chart box. The facts that are shown in this list are determined by
the selection in the category field that appears above it. Select a category of
facts from this dropdown field. These are the facts from which you can
choose to be included.
2 Click on the facts to be included in a chart box. A checkmark appears to the
left of the fields that have already been selected. You may use the Ctrl and
Shift keys on the keyboard to select more than one fact, in the same way
as in any Windows list.
3 Click the Add>> button to include these facts in the list on the right. This list
specifies the facts to be included in the box. The Remove button removes
them from this list.
4 Specify the order in which the facts will appear in the box. Select a fact on
the right and move it up in the list by clicking the Move Up button or move it
down in the list by clicking the Move Down button.
5 You can specify whether Full labels or Short labels are shown in a box by
selecting the appropriate option and then checking off the Description,
Date, Place and/or Cause of death fields. Short labels enable a chart to
contain smaller boxes. In short labels the details that it contains, such as
date or place are abbreviated. For example: the letter D appears for Date
and the letter P appears for Place.
6 Click the Apply button or the OK button to save these changes.
- 214 -
Charts
Boxes Tab
The Boxes tab enables you to define the background color, border and shadow
of the boxes in the chart. You have the option to specify a different box color
according to whether the person in the box is Male, Female or of Unknown
gender.
A variety of colors, line borders, graphical borders and shadows are provided
for your selection.
- 215 -
Charts
Fonts Tab
The Fonts tab enables you to define the font properties of the various elements
in your chart, such as the font type, font size and font color. You can preview
your selection in the Preview box.
- 216 -
Charts
Background Tab
The Background tab enables you to define the background of the chart, such
as its color and/or image and the images transparency (meaning whether it
appears with a faded background or in vivid colors). You can also define
whether you want the background image to stretch to fit the chart or not, or to
select a frame to appear around each chart box.
- 217 -
Charts
Lines Tab
The Lines tab enables you to define the line between the boxes in a chart. It
enables you to select the line type, width and color. You can also indicate
whether non-natural parent/child relationships and/or whether non-married
spouse relationships are to be indicated by a dashed line.
- 218 -
Charts
Languages Tab
The Languages tab enables you to define the primary and secondary
language. More details about the primary and secondary language are provided
in Primary and Secondary Data Languages.
- 219 -
Charts
Chart Styles
This option enables you to define the general appearance of a chart and the
facts that will be included in it. The Preview area of this window enables you to
see what your selection looks like before you apply it. A variety of attractive
styles are provided.
To configure Chart styles:

1 Click the Charts button or select the Charts menu in the menu bar to
display the Charts menu, as shown below:
2 Select Chart Styles to display the following window:
3 Select any of the listed styles on the left.
- 220 -
Charts
4 Select one of the options in the Select Facts area to determine the type
and amount of detail to be included. An example of the type of information
to be shown can be seen in the Preview area each time you select an
option.
5 Click the Apply button or the OK button to save these changes.
- 221 -
Reports
Chapter 7
Reports
Reports
Reports
About This Chapter:
Family Tree Builder provides a variety of reports for your selection
as described in this chapter. It contains the following sections:
Generating a Report describes how to generate the reports provided by

Family Tree Builder.
Book Report describes a simple wizard that walks you through the process
of producing a Book Report for a specific person.
Family Group Sheet describes how to generate a report showing the
details of the selected person and their immediate family.
Relationships Report describes how to generate a report showing all the
relationships of the selected person to all the other people in your project.
Ancestors Report describes how to generate a report showing facts and
personal details about a selected person and about each generation that
precedes that person, such as: parents, grandparents and so on.
Descendants Report describes how to generate a report showing facts
and personal details about a selected person and about each generation
that follows that person, such as: children, grandchildren and so on.
Timeline Report describes how to generate a list showing major events of
the family of the selected person in chronological order, such as birth,
marriage and death.
Descendants Summary describes how to generate a hierarchical tree
showing the descendants of the selected person.
Address List describes how to generate an alphabetical list (in the order of
each persons name) of the addresses of all the people in the family tree.
Open Reports Folder displays the list of files in the folder into which
reports are saved.
- 223 -
Reports
Generating a Report
You can easily select from the menu of options to generate one of the reports
provided by Family Tree Builder, as follows:
To generate a report:
1 Click the Reports button to display the Reports menu, as shown below:
2 Select one of the reports displayed in this menu. This report will then either be
generated automatically, or Family Tree Builder will walk you through a simple
wizard in which you can specify the options that you would like to be generated
in the report. Each report is different, as described in the subsequent sections:
Book Report
Family Group Sheet
Relationships Report
Ancestors Report
Descendants Report
Timeline Report
Descendants Summary
Address List
3 Once this report appears to your liking, you can save it or print it by
selecting the Save or the Print option from the File menu or by using one of
the icons described above.
- 224 -
Reports
Report Options
After you generate a specific report you can configure various aspects of the
report, depending on the type of report, such as the various aspects of the
report format, the report font and different options of including or not including
the report sources.
To configure report options:

1 Generate the report.
2 From the Reports menu choose Report Options or click the Options
button in the Reports work area to display the Report Options window.
The tabs in the window depend on the type of report

Note
generated.
3 In the Format tab you can change the report lines color as well as select
information to include in the report. The information available depends
on the type of report.
4 In the Fonts tab you can configure the font and font color for the report
title, the names in the report and the report text.
- 225 -
Reports
5 In the Sources tab you can choose to display or not display sources
and how to display them.
6 When you finish click OK to close the window.
Book Report
A Book Report displays a simple wizard that walks you through the process of
producing a report for a specific person, as follows:
To generate a book report:
1 Click the Reports button to display the Reports menu and select Book
Report to display the following window:
This window enables you to select the primary person of this report.
- 226 -
Reports
Family Tree Builder uses a third-party tool to generate this

Note
report. If you would like to learn more about this third-party
tool click on the Learn More button.
2 Click the Next button to display the following window:
In this window, select the type of information to be included in the sections

of the report. You can select as many as you like.
- 227 -
Reports
3 Click the Next button to start generating a report. A window is displayed

showing the progress of this process. When this process is completed, the
following window is displayed, specifying the location in which a PDF file of
this report has been saved, as shown below:
PDF is a standard format provided by Adobe Acrobat. Its

Note
reader can be downloaded for free from various sites on the
Internet. If you do not have Acrobat reader, simply download
it and install it and you will then be able to view and print the
PDF files provided by Family Tree Builder or any other PDF
file.
- 228 -
Reports
The PDF file of this report is also displayed in the Family Tree Builder
window, as shown below:
- 229 -
Reports
Family Group Sheet

A Family Group Sheet generates a report showing the details of the selected
person and their immediate family.
To generate a Family Group Sheet:
Click the Reports button to display the Reports menu and select
Family Group Sheet or select Family Group Sheet from the Reports
menu in the menu bar. An example of the report that is automatically
generated is shown below:
The following describes the other options that are available in this window:
Options: Displays a window in which you can define the font of various
aspects of this report (see Report Options).
Save Icon: Saves this file to the location that you specify. You are
offered the option to specify the format in which the file will be saved:
RTF, PDF or HTML. Each option is described in the window below:
- 230 -
Reports
Print Icon: Prints the displayed report.

Zoom: You can use the zoom slider to enlarge or reduce the display of
the report on the screen.
By default this report is generated for the Home Person.
After you have generated this report once, you can double-click on any
person in the People List to regenerate the report for that person.
- 231 -
Reports
Relationships Report
The Relationships report generates a report showing all the relationships of
the selected person to all the other people in your project. This report shows the
name of the relation, the relationship to the selected person in the report and
how many relationships steps are between the selected person and their
relation. Relationship steps indicate how close the relation is to the selected
person. For example, a mother or father, brother or sister is one step away
(indicated by a one) and their grandparent or grandchild is two steps away
(indicated by a two) and so on.
To generate a Relationships report:
Relationships or select Relationships from the Reports menu in the
menu bar. An example of the report that is automatically generated is
shown below:
The options that are available in this window are the same as in all the other
reports.
- 232 -
Reports
Ancestors Report
The Ancestors report generates a report showing facts and personal details
about a selected person and about each generation that precedes that person,
such as: parents, grandparents and so on.
To generate an Ancestors report:
Ancestors or select Ancestors from the Reports menu in the menu bar.
An example of the report that is automatically generated is shown below:
reports.
- 233 -
Reports
Descendants Report
The Descendants report generates a report showing facts and personal details
about a selected person and about each generation that follows that person,
such as: children, grandchildren and so on.
To generate a Descendants report:
Descendants or select Descendants from the Reports menu in the menu
bar. An example of the report that is automatically generated is shown
below:
reports.
- 234 -
Reports
Timeline Report
The Timeline report generates a list showing major events of the family of the
selected person in chronological order, such as: birth, marriage and death.
To generate a Timeline report
Timeline or select Timeline from the Reports menu in the menu bar. An
example of the report that is automatically generated is shown below:
reports.
- 235 -
Reports
Descendants Summary
The Descendants Summary report generates a hierarchical tree showing the
descendants of the selected person.
To generate a Descendants Summary report:
Descendants Summary or select Descendants Summary from the
Reports menu in the menu bar. An example of the report that is
automatically generated is shown below:
reports.
- 236 -
Reports
Address List
The Address List generates an alphabetical list (in the order of each persons
name) of the addresses of all the people in the family tree.
To generate an Address List:
List and then Addresses or select List and then Addresses from the
Reports menu in the menu bar. The options that are available in this
window are the same as in all the other reports.
Open Reports Folder

If you have stored reports in a folder different to the default
Tip
Report folder, then these reports are not shown in the menus.
The Open Reports option enables you to access these
reports from the folder in which you stored it as a RTF, PDF
or HTML file.
The Open Reports option displays a list of files in the folder into which reports
are saved.
To display Reports folders:
1 Click the Reports button to display the Reports menu and select Open
Reports or select Open Reports from the Reports menu in the menu bar.
A window similar to the following is displayed:
- 237 -
Reports
2 You can double-click on a file to view the report that was previously saved.
- 238 -
Publishing Your Family
Tree
Chapter 8
Publishing Your
Family Tree
Publishing Your Family Tree
Publishing
Your Family Tree
About This Chapter:
This chapter describes how to publish your family tree using Family
Tree Builder, to a MyHeritage.com family website, so that it is
available for viewing through the Internet to anyone that you invite
using a standard web browser. This chapter contains the following
sections:
Publishing to your Family Site, describes the concept of publishing your

family tree in MyHeritage.com.
Publishing Settings, describes how to publish your family tree to
MyHeritage.com.
Managing Your Sites, describes how to manage your family sites.
Family Tree Publisher, describes the Family Tree Publisher application
used to publish your family tree projects.
- 240 -
Publishing to your Family Site

Publishing Overview
The word publishing refers to the process of posting your family tree project to a
family site under your account on the MyHeritage.com website so that it is
available for viewing online. Publishing a project creates a backup of the project
on the MyHeritage.com. This protects your family tree and photos from
accidental damage or computer failure.
Publishing your project copies people and pictures from your family tree to your
site on MyHeritage.com. You can choose to publish all members or pictures or
a selected group.
You are ensured as much privacy as you would like because your data will only
be visible to you and to the people that you invite to see it.
From version 3 publishing is performed by the Family Tree Publisher utility

which is run in the background. This allows you to continue working while
publishing is performed.
Family Site
When you register to MYHeritage.com you created your own account; you are
the administrator of this account.
Members of MyHeritage.com can create their own family site on the on the
MyHeritage.com site. When you choose to publish a project to MyHeritage.com
you create a connection between your tree and your family site. You can
publish more than one project to your family site.
An account can include more than one family site. For most usages it is
recommended to have only one family site per account.
FTB enables publishing your project to more than one site either on the same
account or in a different account.
When you create a new project you can configure the project to be published to
a specified family site on MyHeritage.com. You can revoke this setting at any
time using the Publishing Settings for the project. If when creating the project
you did not configure it to be published you can also change this setting (see
Publishing Settings).
Note If you configure the project to be published and you do not

have a family site, one will be created automatically.
- 241 -
You can initiate the publishing of your family tree to the MyHeritage.com site at
any time.
After your family tree has been published, you can continue to work on the
project and make changes. You can then publish the project so that this new
information that you enter into your project will also be available in your family
site. The family site is updated by copying the project from your local computer
to the family tree in the family site.
Automatic Publishing
In previous versions of FTB publishing was only performed by user request.
The current version supports in addition automatic publishing.
When you open the FTB application for the first time the following window
appears:
Confirming the message in the window enables the automatic publishing.

Automatic publishing means that all projects that you defined to be published
and are not updated in the family site are automatically published. Automatic
publishing is performed when the application is opened and when a project is
closed.
You can choose not to set this option during installation or disable it at any time/
From the Tools menu choose Options and in the Publishing Select NO.
- 242 -
Publishing a Project
Any time after you have made changes in your project, click the Publish
button in the toolbar to start the publishing process (if automatic publishing is
enabled the project will be automatically published when you close it).
You may be asked whether you want to save the current changes if you have
not done so already, as follows:
Click Yes to save your changes (clicking No will ignore the publishing request).
The Family Tree Publisher window appears enabling you to follow the progress
of the publishing process (for details of this window see).
You can publish projects to your family site at any time by

Note
clicking the Publish button in the toolbar.
- 243 -
Note Clicking Abort Publishing will abort the publishing process.
Publishing Settings
In order to publish a project it must be connected to a family site. Publishing
settings define the connection between a project and a family site. A project can
be set to publish to more than one family site.
Before publishing a project the publishing settings must be defined.
Defining the Publishing Settings of a Project

When you create a project and you choose to enable publishing, the publishing
settings are defined.
If you chose not to enable publishing and you want to publish the project you
need to define the publishing settings. To define new publishing settings the
project must be open.
You can change the publishing settings for the currently open project.
To define publishing settings for a project with no publishing settings:
1. From the Publishing menu choose Publishing Settings; the

Publishing Settings for [Current Project name] window appears.
- 244 -
2. Choose of on the existing family sites to publish to or define a new

family site.
3. Click OK to close the window.
To change publishing settings:
1. From the Publishing menu choose Publishing Settings; the

Publishing Settings window appears.
- 245 -
The window displays the publishing settings of the currently displayed family.
2. You can perform ay of the actions available in this window:
o Publish Now: Click Publish Now to publish the current project with
the current settings.
o Advanced Settings: Click Advanced Settings to edit the

advanced publishing settings (see Advanced Settings).
o Visit Site: Click visit site to open a browser with the family site that
is currently selected in the window.
o Remove Publishing: Click Remove Publishing to disable

publishing of the project to the current site.
o Publish to another site: Click Publish to another site to select

another one of your family sites for publishing or define and select a
new family site (see Publish to another site)
- 246 -
Advanced Publishing Settings

The following describes the fields in the Advanced Publishing Settings window:
The Disable publishing to [Site Name] Web Site option enables disabling
publishing to the selected site.
In the Log in parameters area you specify which account to use for
publishing; if different from the current registered user you need to specify
the email address as well as the administrator password for the site.
People to publish: Select the people in the current project to be published
to your site, as follows. This option is particularly useful when you have a
big project that describes multiple families and you would like to create
different sites, each which describes a different family.
All People in Project: Select this option to specify that all the people in
your project will be published to the family tree on your site.
Specific People Selected Below: Select this option to specify that only
the people that you select by clicking the Select People button will be
published to the family tree on your site. When you click the Select
People button a window is displayed, enabling you to select any
combination of people in your project.
- 247 -
Click the Add button to display the Add Person to publishing request
window with a list of people in your project from which to select.
You can use the Quick Find area to locate a person according to first
and/or last name. You can also filter the list to display only males and/or
only females and/or only unknowns.
Note Click a column header to sort the list according to this

column in ascending order.
- 248 -
When you finish the selection click Select.
By default a person is added with his/her descendants and spouses.

You can add ancestors to the list or remove any or both of these two.
You can also change the selection altogether. In the Select People to
Publish window click Edit; the Edit Selection in Publishing Request
window appears. Check any options to include or click Select to display
the Select Person in Request window to select a different person for the
publishing requests. When you finish, click OK to close the window.
Photos to publish: Select the photos in the selected project to be

published to your site, as follows:
All Photos: Select this option to specify that all the photos in your
project will be published to the family tree on your site.
No Photos: Select this option to specify that no photos in your project
will be published to the family tree on your site.
- 249 -
Specific Photos Selected Below: Select this option to specify that only
the photos that you select by clicking the Select Photos button will be
published to the family tree on your site. When you click the Select
Photos button the following window is displayed, enabling you to select
any combination of photos in your project.
The Select area in the Select photos to Publish window contains two options,
as follows:
Select Photos: This option displays photos for your selection. You can use
the dropdown menu above this box to display All photos, Photos not
selected for publishing request or the Home person's photos only.
Once you have displayed the requested photos in this list box, you can click
on them, and then press the Select>> button to move them to the selected
photos list box on the left. This list box indicates which photos will be
published to your site.
Browse Selected Photos: Select this option to enable you to browse
among the photos listed in the Selected Photos list box on the left. You can
use the arrow keys on your keyboard to browse up and down in this list.
- 250 -
The Format and View areas of the window enable you to specify how photos
appear when you select the Browse selected photos option as described
above. The options in these areas are described in detail in Photos Display
Options.
Click OK after you have selected all the photos to be published to your family
site.
Publish to another site

The default site for publishing a project is selected when you create a new
project. You can set up your project at any time to be published to additional
sites.
To publish to another site:
1. In the Publishing Settings window click Publish to another site to

display the Define Publishing Settings for [family name] Family
window.
2. You can do one of the following:
- 251 -
o Select publish this project to a new family site: Type the name
for the new family site or select a name from the drop-down list of
suggestions.
o Select Publish the tree to one of your existing family sites and
select one of the sites in the pane.
o Click the Advanced Settings link to open the Advanced Publishing

Settings window and change the publishing settings.
o Click the Benefits of Publishing link to learn about the benefits of

publishing.
3. When you finish click OK.
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Managing Your Family Sites

A MyHeritage.com member can create one or more family sites on the
MyHeritage.com.
The process of creating a family site only allocates a name and a space for
your family tree. The publishing process can be used later to copy your
project to the family site.
A member of MyHeritage.com is identified by an e-mail address entered during

the registration process.
The My Sites window displays the details of the currently signed in member.
You can sign in as a different member if you are registered under more than
one email address.
To see your family sites:

Select the My Sites option in the Publishing menu to show your list of
family sites, as shown below:
When you select a family site, its details are displayed at the bottom of the
window.
- 253 -
To sign in as a different member:

1. In the My Sites window click the Sign in as a different user link to open
the Sign into MyHeritage.com window.
2. Enter the E-mail address and password you used when you registered
to MyHeriyage.com as the new member.
3. Click Sign in.
The My Sites window now displays the sites defined for the new member.
To visit a site:
You can visit a family site by clicking the Visit Site option, which enables
you to view this family site in a web browser.
Anyone with an email address can be invited to be a member of your family

site. Anyone that accepts your invitation automatically becomes a
MyHeritage.com member.
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To invite people to visit your family site:

You can invite people to visit your family site by clicking the Invite
members option; this displays the following window:
The top pane includes a form for new family members to whom you want to
send invitations to visit the site. Any family members included in your family tree
for which an e-mail address was defined and are not currently site members are
displayed in this pane. To add new family members type in their first name, last
name and e-mail address. When you click the Send Invitations button, all the
people listed in this pane are invited to your site.
The bottom pane (which can be hidden or shown) displays a list of previously
invited people. People that you have invited previously, but who have never
visited the site appear with the Re-invite Member option next to their e-mail
addresses. Click this option to add these people to the list at the top of the
window. This is the list of people who will be invited when you click the Send
Invitations button.
Note Your own name is shown in bold.
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Family Tree Publisher

One of the major advantages of FTB is it ability to publish you family tree
project to a family site for backup purposes and to enable others to view the
family tree. From version 3 publishing is done by a special utility that is
activated and managed by the FTB. This utility is the Family Tree Publisher
(FTP).
The Family Tree Publisher utility is a separate application loaded by the FTB
that runs in parallel with the FTB. It can be accessed by choosing Publishing
Progress from the Publishing menu or directly when you click the Family Tree
Publisher icon in the tray and choose Show Publishing Progress.
The Family Tree Publisher window lists all published projects with the
publishing details, their target site, when they were last published and their
status. You can follow the progress of the current publishing in the progress bar
of the window; you can also view a report of all publishing activities and link to
the MyHeritage.com site.
The following options are available in this window:

View the progress of the publishing process.
Click Publish Now to start publishing the project to the site currently
selected in the window.
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Click the Abort Publishing button to stop the publishing process.
Click the Visit Site button in order to view the published family tree in an
Internet browser so that others will be able to see it.
Click the View Report button to see a log of all publishing activities.
When you close the window the application keeps on running in the
background.
You can right-click the icon in the tray and choose Exit to close the Family Tree
Publisher application.
When you exit the Family Tree Builder application FTP continues publishing if it
is in the middle of a publishing process and then closes automatically.
You can right-click the icon in the tray or check the Enable Automatic
Publishing (online backup) box in the window to Enable/Disable Automatic
publishing (see Automatic Publishing).
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Language and Translation
Chapter 10
Language
and Translation
Languages
and Translation
About This Chapter:
This chapter describes the various language and translation
features provided by Family Tree Builder. It contains the following
sections:
Supporting Multiple Languages describes the languages that Family Tree
Builder supports for both its display and the family tree data that you can
enter.
The Virtual Keyboard enables you to enter data in any of the numerous
supported languages even when your computer and its keyboard do not
support or provide the letters of that language.
Changing the Display Language describes how to change the display
language in Family Tree Builder.
Primary and Secondary Languages describes Family Tree Builders
options for changing the data language.
Changing the Data Language describes how to change the data language
in Family Tree Builder.
Translating in Family Tree Builder describes the various translation
options in Family Tree Builder.
- 259 -
Supporting Multiple Languages

Family Tree Builder supports numerous languages, which are listed below:
Family Tree Builder supports these languages for the following:

Display Language
Data Language
- 260 -
Display Language
The display language refers to the text that appears in all the menus, toolbars
and windows in Family Tree Builder. You can select any one of the languages
for the display and swap this language at any time without losing your data or
closing the program. An example of the same window in English and in French
is shown below.
English French
Data Language
The data language refers to the language in which the genealogy data is
entered and displayed. Family Tree Builder allows you to create a family tree in
more than one data language. Specific facts must be entered in each language
separately, such as the names of people and places, while the relationships
between the individuals and the various dates need only be entered once and
are then shared between the languages unless you use the translation features,
(see Translating in Family Tree Builder).
The display language and the data language are independent

Tip
and can be combined in almost any way you like. For
example, you can view a family tree that was sent to you by a
relative that contains all French data (meaning names and
places), while the Family Tree Builder display (meaning menu
and field names) is displayed in English.
The only limitation is that the display language and the data
Note
language must both be in the same direction (right-to-left or
left-to right).
- 261 -
You can use any of the supported languages even without

Tip installing them on your PC, including even more obscure
languages such as Greek. However, your Windows operating
system must support a feature called mirroring, which is
available as a default in most recent versions of Windows,
except the old Windows NT 4.0 and some old versions of
Windows 98.
Multi-lingual family trees are great for family reunions! You

Tip can create and print multi-lingual reports that showcase the
same family tree in more than one language.
- 262 -
The Virtual Keyboard

Family Tree Builder provides a Virtual Keyboard that enables you to enter data
in any of the numerous supported languages even when your computer and its
keyboard do not support or provide the letters of that language.
To use the virtual keyboard:

1 Launch the virtual keyboard by clicking the Keyboard icon at the top
of every page in Family Tree Builder. The virtual keyboard of the selected
language is displayed as a floating window, on top of the other Family Tree
Builder windows.
As an example, the keyboard that is displayed when the Russian language
is selected is shown below:
The virtual keyboard self-adjusts automatically, according to the current

language settings.
2 Click on a letter on the virtual keyboard with your mouse to enter that letter
in the most recently used/selected field in a Family Tree Builder window.
- 263 -
Changing the Display Language

This section describes how you can quickly change the display language of the
text that appears in all the menus, toolbars and windows in Family Tree Builder
through the toolbar.
To change the display language through the toolbar:

1 Click on the flag of the current language that appears in the toolbar.
- 264 -
2 Select the required language in the window; the display automatically

changes according to your selection. Some of the family tree data, such as
the relationships between people and dates, is translated automatically by
Family Tree Builder. Other types of data, such as peoples names and
names of places, can be entered manually in the selected language.
3 You can click the Advanced language options link to display the
Languages window (see Changing the Language) to change languages.
If you select English as the display language, an additional

Note option appears enabling you to select English (US) or
English (UK) as the display language (see figure above).
- 265 -
Primary and Secondary Data

Languages
The Family Tree Builder database supports using any number of languages.
However, at one time you can only add data in one language (single-language
mode) or two languages (dual-data language mode). Once you enter data in a
specific language the data is saved in this language.
Note
When you open a project the languages in which the data is
saved in the database are listed in the Languages used
field.
When you create a new project, Family Tree Builder offers you to select to work
in single-data language mode or in dual-data language mode with two
languages: a primary language and a secondary language. The primary
language determines the default language of the display and will be the
dominant data-entry language. The secondary language is your alternative
data-entry language and is optional. In single-data mode, by default, the display
language and the data language are the same.
Note You may change these settings at any time. However, it is

recommended that you use English as one of the data entry
languages.
- 266 -
Family Tree Builder enables you to change, at any time, the display language
as well as the primary and secondary data languages. The primary data
language is the data language in which you want to enter data like names of
people and places, notes and so on. If you define a secondary data language,
then Family Tree Builder works in dual-language mode and data entry pages
are bi-lingual. If you do not define a secondary data language, then the
application works in single-data language mode and all data entry pages only
accept data in the primary language.
The following shows an example in single-data language mode and in dual-data

language mode:
Single-data language Mode Dual-data language Mode
By default, Family Tree Builder works in single-data language mode. If you

want to work in dual-data language mode, select Languages from the Tools
menu and in the Languages window, check Use Secondary Language.
By default, Family Tree Builder is configured so that the

Tip
primary data language is the same as the display language.
This means that upon changing the display language you are
also instructing the program to change the data language to
match it. It is recommended that you open the Languages
window and make sure that the languages you want are
configured.
- 267 -
Changing the Language

The following procedure describes how to change the display language and
how to modify the primary and secondary data languages.
To change the language settings:

1 From the Family Tree Builder Tools menu, select Languages; the
Languages window appears.
2 To change the display language: in the Display Language area, click

Change Language; the Select Display Language window appears.
- 268 -
.
3 Select the display language. Note that if you select English, an additional
selection enables choosing between English (US) and English (UK); click
OK to confirm and close the window.
4 If you want the primary data language to be different from the display
language, uncheck Same as Display Language and in the Primary Data
Language area click Change Language; the Select Data Language
window appears.
5 Select the primary language for entering data; click OK to confirm and close
the window.
- 269 -
6 If you want to work in dual-language mode, check Use Secondary

Language and in the Secondary Data area click Change Language; the
Select Secondary Data Language window appears.
7 Select the additional/alternative language for entering data in your project;

click OK to confirm and close the window..
If you only require one data language, check No Secondary

Tip
Language.
If you change the Primary Data Language of an existing

Tip
project, then the words Unknown or Empty may appear in
place of the data that you have already entered.
- 270 -
Translating in Family Tree

Builder
If you are working in dual-data language mode, you can enter data directly in
both languages in the easy-to-use dual-language interface, which provides the
fields in one language on the right and in the other language on the left, as
shown in the example below:
Family Tree Builder is installed with a database of common translations of

names. This enables the Family Tree Builder to automatically translate names
of places and people in its various entry windows. Family Tree Builder also
gathers information as it runs and adds all your manual translations into its
database so that in the future it can translate these same words automatically,
as described below.
Family Tree Builder enables you to translate, as follows:

All project data
All the data in the current window
The data in a specific field
- 271 -
Translating All Project Data

By default, Family Tree Builder proposes to translate the data from the primary
language to the secondary language.
To translate all project data:

1 From the Tools menu, select Translation Wizard. The following window is
displayed:
2 Under Translate from: (source language) click Change Language; the

Select Data Language window appears.
- 272 -
3 Select the language to be translated (in the example above, English is

selected) and click OK.
4 Under Translate to: (target language) click Change Language; the Select
Secondary Data Language window appears.
5 Select the language to which the source language is to be translated. (in the
example above, Spanish is selected) and click OK.
6 If you would like data that has already been entered in your Family Tree
Builder's database to be overwritten by this translation, check the Override
existing translations checkbox.
- 273 -
7 Click the Next button to begin the translation. After translation is completed,
the following window is displayed:
This window specifies the number of first names, last names and place
names that have been translated and the number of fields that remain
un-translated. You may click the Report button to store these translation
results in a file for your review.
8 Click the Next button to display a window which lists the names that have
not been translated and which enables you to manually translate them.
9 Click on any field to type in the translation.
10 Click the Next button to enable the Family Tree Builder to apply your
manual translations to your project.
Translating the Current Windows Data

Family Tree Builder can attempt to translate all the data in the current window
from the primary language to the secondary language or vice versa.
To translate all the data in the current window:

In the Dual Interface window, click on the arrow button that is pointing to the
language into which it should be translated. It appears between the two
language headers, as shown below.
- 274 -
Click here to
translate the
entire window
from English to
Spanish
Click here to
translate the
entire window
from Spanish
to English
The arrow buttons are enabled when Family Tree Builder recognizes the
data that you entered in the language that you entered it, meaning that it
already has a translation of that term in its database. If Family Tree
Builder does not have a translation in its database, the arrow is disabled,
meaning that it will be gray and you cannot click it. After you manually
translate un-translated fields, Family Tree Builder remembers your
translation and is able to use it when performing automatic translations in
the future.
Note The direction of the arrow button that you click determines
the direction of the translation.
- 275 -
Translating a Specific Fields Data

Family Tree Builder can attempt to translate a specific field in the window that is
currently displayed.
To translate data in a specific field:

In the Dual Interface window, click on the arrow button that is pointing to the
language into which it should be translated. It appears between the two
fields, as shown below:
Note The direction of the arrow button that you click determines
the direction of the translation.
Click here to
translate the
field from
English to
Spanish
Click here to
translate the
field from
Spanish to
English
This example shows how the name Moshe has been translated into
Hebrew, and how the state of New York in Hebrew, was translated into
English.
- 276 -
Advanced Tools
Chapter 11
Advanced Tools
Advanced Tools
Advanced
Tools
About This Chapter:
This chapter describes the advanced tools available in the Family
Tree Builder. It contains the following sections:
Configuring Family Tree Builder provides a variety of configurable options
offered by Family Tree Builder.
Managing Sources and Repositories describes the tools for managing
genealogical sources and repositories.
Managing Locations provides a tool to editing location information for the
various location types in Family Tree Builder.
Importing / Exporting FTB Data describes the option to export data from
Family Tree Builder to an Excel spreadsheet and importing editing data
back.
- 278 -
Advanced Tools
Configuring Family Tree Builder

Family Tree Builder provides a variety of configurable options. Each of these
options is described in the window shown below. This chapter describes how to
access this window and provides a general explanation of how to use it to
configure Family Tree Builder.
To configure Family Tree Builder:

1 Click Options in the Tools menu to display the following window in which
you can configure MyHeritage options:
A
Select a general
category of
configurable options
B
Look for the name
of the option that
you would like to
change
C
Click on a row to
see a description of
how this option
affects the behavior
of MyHeritage
D
Click on a parameter to modify it
2 Simply click on an option in the tree on the left, to display a list of

configurable options on the right.
3 Each row on the right enables you to configure a different MyHeritage
option. The left column is the name of the option and the right column in this
window is the value of that option. Clicking on a row shows a description of
the aspect of MyHeritage that is affected in the bottom of the window. It also
may add a small icon to the right of the value in the right column of the
table, as shown in the examples below:
When you click on the row shown below, the following appears . Click the
up arrow to increment the value of that option or click the down arrow to
decrement that value. You can also simply type over the value.
- 279 -
Advanced Tools
When you click on the row shown below, the Browser button appears.
Click it to open a window from which you can select a folder.
When you click on the row shown below, a dropdown menu appears from
which you can select an option.
Managing Sources and

Repositories
Family Tree Builder supports the full GEDCOM specification that pertains to
sources, repositories, notes and citations. A source is the initial or original
material from which information was obtained. Sources can be a variety of
entities, such as: a bible, a book, a newspaper clipping, a tombstone photo, an
interview transcript, a letter etc. A source can also be a specific site in
MyHeritage. The citation is the reference to the specific place in that source that
verifies the relevant information in the family tree. Citations can include specific
clarification notes which can be published together with the information or not
published.
Sources can be attributed to repositories. A repository is an institution (library,

private collection, database etc.) or person that has the specified source as part
of their collection. Attributing a source to a repository informs users how to
access the source that the original researcher used.
- 280 -
Advanced Tools
Managing Sources
Through the Manage Sources window, you can view a list of all sources defined
in the project, add sources or remove sources from a project and edit source
information. You can also add source notes that can be private or published to
the site (see Notes Tab Defining Notes).
To display the Manage Sources window:

1 From the View menu choose Sources; the Manage Sources window is
displayed.
2 When you finish, click Done to close the window.
Adding a Source
The first step when defining a new citation is to specify the source to which this
citation is referencing. If the source has not yet been defined in this project, you
need to add the source.
To add a new source:

1 In the Manage Sources window click New Source; the Add New
Source window appears.
- 281 -
Advanced Tools
2 In the Title text-box type a name for the new source.
3 In the relevant text-boxes add source information such as the

abbreviation, author, publisher etc.
4 Click Source Notes to add to the source notes which can be published
or private (see Notes Tab Defining Notes).
5 You can add to the source repository information. Select the relevant
repository from the Repository drop-down list. If the repository you want
to attribute the source to is not yet defined in the project you need to
add it to the project (see Adding a Repository). Once you add a
repository you can also add a telephone contact number.
6 When you finish entering source information click OK.
7 Click Done to close the Manage Sources window
Note You can change the source information at any time by

selecting the source in a Manage Sources window and
clicking Edit Source. You can also click Delete Source to
delete the source from the project
- 282 -
Advanced Tools
Viewing Source Usage

You can view a list of all the citations using a specific source.
To list the citations using a specific source:

1 In the Manage Sources window, select the source for which you want
to list citations.
2 Click Source Usage; The Source usage for [Site name] [Family
name] window appears, listing all the source citations.
Managing Repositories
When entering information describing a source, you can specify the repository
(such as the name of the library or database) in which the source is located. If
the repository has not yet been defined in this project, you need to add the
repository. You can view a list of all repositories defined in a project, add or
remove repositories and edit repository information.
To display the Manage Repositories window:

1 From the View menu choose Repositories; the Manage Repositories
window is displayed.
- 283 -
Advanced Tools
2 When you finish, click Done to close the window.
Adding a Repository
When adding a repository you can add information, such as an address and
contact information. You can also add notes that can be private or published to
the site (see Notes Tab Defining Notes).
To add a new repository:

1 In the Manage Repositories window, click New Repository; the Add
New Repository window appears.
- 284 -
Advanced Tools
2 In the Name text-box type a name for the new repository.
3 Click Repository Notes to add to the repository notes which can be

published or private (see Notes Tab Defining Notes).
4 In the relevant text-boxes add repository information such as addresses,

contact information etc.
5 When you finish, click OK.
Note You can change the repository information at any time by

selecting the repository in the Manage Repositories
window and clicking Edit Repository. You can also click
Delete Repository to delete the repository from the
project
Viewing Repository Usage

You can see a list of all the sources of a specific repository in the project.
To list the sources of a specific source:

4 In the Manage Repositories window, select the repository for which
you want to list sources.
- 285 -
Advanced Tools
5 Click Repository Usage; The Repository Usage for [Repository

name] window appears, listing all the sources of the repository defined
for the project.
Managing Places
The Family Tree Builder uses places in different contexts:
Facts about persons or families include places for example place of

birth, marriage or death.
Photos include places where the photo was taken.
Contact information can include addresses which include places.
Family tree Builder includes a tool that enables you to manage the different
places. Using this tool you can make sure, for example, that the spelling of a
place is the same throughout the project even when information was derived
from different sources.
You can view a list of all the places specified in the project as well as the
number of times they were mentioned. You can sort this table alphabetically by
the name of the places by clicking the Places column heading (click again to
change the sort order- ascending/descending) or by the number of times the
place was used in the project by clicking the Times Used column heading.
You can then see where in the project each place was mentioned as well as
view the location on a map using Google Maps.
- 286 -
Advanced Tools
To display places information:

1 From the View menu choose Places; the Index of Places window
appears.
2 Select a place from the list and click Show on map to display the place
on a map using Google Maps.
- 287 -
Advanced Tools
3 To see where a place appears in the project, select the place from the
list and click Where used; the Place usage window appears.
You can:
Click View to display the person/family card where the place is

mentioned.
Click Show on map to display the place on a map using Google Maps
(see above).
Click Edit to edit a place. In the Change to text-box select a different

place from the list of places currently mentioned in the project or type a
new place. When you finish, click OK to close the window.
- 288 -
Advanced Tools
For example, the Index of places might display different spellings of a specific
place (for example due to different sources), as in the example below.
Using the Places tool you can easily combine the different spellings. Just select
the preferred spelling and edit all the others.
To unify place name spellings:

1 From the View menu choose Places; the Index of Places window
appears.
The Index of places window appears (see image above).
2 Locate the different spellings of the place and choose the spelling you
want for the name (in the example we chose Washington, D.C. over
Washington D.C. and Washington DC).
3 Select a spelling you want to change and click Where used.
The Place usage window appears.
- 289 -
Advanced Tools
4 Select the entry you want to change and click Edit.
The Edit place window appears.
5 Expand the Change to drop-down list and select your preferred spelling.
- 290 -
Advanced Tools
6 Click OK to close the window.
7 In the Place usage window click Done.
8 Continue to change all misspellings until only your chosen spelling is

left.
- 291 -
Advanced Tools
Importing / Exporting Family

Tree Builder Data
Family Tree Builder enables exporting specific data to an Excel spreadsheet.
You can export the following lists:
List of all people in the project:
With the following information for each person (if available):

Gender (Male/Female/Unknown); First name; Last name; Married
name; Date of birth; Place of birth; Date of death (? if not known) ;
Place of death; Cause of death; Place of burial; Occupation; Notes.
List of all families in the project:
With the following information for each family(if available):

Husband's ID; Husband's first name; Husband's last name; Wife's ID
Wife's first name; Wife's maiden name; Wife's married name; Date of
marriage; Place of marriage; Marriage status; Notes.
List of Photos in the project:
With the following information for each photo (if available):
Title; Date; Place; File name; Notes.
After you export the list you can use the convenient tabular format to edit the
information and import it back to the project. The new information overwrites the
existing information. You can also import to the project a CSV file created by
another project. In this case the information is added to the current project.
To export to Excel:
1 From the Edit menu choose Export to Excel.
2 From the sub-menu choose the list you want to export:
o List of people: to export personal information for the people in the

project.
o List of families: to export information for families in the project.
o List of Photos: to export the list of photos added to the project.
The Save list of [people/families/photos] as window appears.
- 292 -
Advanced Tools
3 Browse to the location where you want to save the file and click Save; A
Family Tree Builder message window appears notifying you that a CSV
file has been created and Will now open in Excel.
4 Click OK to confirm. Microsoft Excel opens with the newly created file.
5 Proceed to perform the required changes. When you edit the file you
might get a message informing you that the file may contain features
that are not compatible with CSV. Click Yes to keep the format.
6 When you finish save the CSV file.
To import a CSV file to FTB:

1 From the Edit menu choose Export to Excel; the Select file to import
window appears.
- 293 -
Advanced Tools
2 Browse to the CSV file you want to import and click Select; the Family
Tree Builder message window opens informing you of the number of
items (people/families/photos) that were successfully imported.
3 Click OK to confirm and close the window. FTB now includes the
information from the CSV file.
- 294 -
Research
.
Chapter 9
Research
Research
Research
About This Chapter:
The Family Tree Builder provides you with full access to the rich
functionality provided by MyHeritage.com genealogy research
feature. This tool enables you to research families and/or specific
people in a variety of genealogy research databases. This chapter
contains the following sections:
Introducing the Research Tool

Megadex and Soundex
Using MyHeritage Research
The Research Menu
- 296 -
Research
Introducing the Research Tool

MyHeritage Research is the world's best search engine for ancestors and the
only tool that runs aggregate searches in hundreds of online databases.
MyHeritage Research is a search engine built specifically for genealogy,

capable of searching hundreds of major genealogy databases in a single query.
It is the most comprehensive genealogy research tool existing today and the
first of its kind. In simple terms, this search engine runs each query
simultaneously in hundreds of genealogy databases, aggregates the results
and displays them in one consolidated report. This gives you more genealogy
search power than has ever been available before, in a simple, friendly and
convenient interface.
To get started, simply go to the New Search page. Type in the name of an
ancestor, even just a last name, and click the Search button.
MyHeritage Research does the rest, combing the Internet for relevant
information in an unparalleled collection of the world's best genealogy
resources over 1,150 of them to date. It queries websites, databases,
archives and message boards, covering all genealogy records including census
records, family trees, immigration records, military records, medical records,
cemetery records, court, land and probate documents and other informational
sources, such as newspapers, telephone directories and more.
You must be connected to the Internet to be able to use

Note
MyHeritage Research.
- 297 -
Research
Megadex and Soundex

Megadex helps you find richer information about your ancestors that may
have eluded you in the past.
If you are familiar with genealogy research you probably already know that
spelling variations present one of the top challenges. Suppose you are
researching your Williamson family heritage. In order to find information about
your ancestors, you may also need to search for Williemson, Williamsen and
Williamsohn, to mention but a few. This is because most last names evolve
over the centuries and they were written differently in different countries and
cultures, over different periods. Also, numerous errors may have crept in when
information about your ancestors was handwritten, transcribed, transliterated
and typed.
Existing solutions like Soundex run a query and return everything that sounds
like the entered name. But not all genealogy databases support Soundex, and
even those that do, are guaranteed to return masses of false positives,
meaning irrelevant results that waste your time. Many false positives may
cause you to overlook quality matches like Villiamson or Wilhelmson that are
perfect synonyms of your name but current technologies are incapable of
associating them correctly with your search.
Megadex was invented by MyHeritage to overcome the challenges posed by

spelling variations. Megadex first comes to your aid by pointing out the most
commonly used spelling variations of the last name you are researching.
It then enables you to search for a subset of these variations in a single,

powerful MyHeritage Research query. Your Megadex search covers all major
genealogy databases on the Web (even those that do not support any sounds-
like features). It does not return the typical Soundex false positives, and it does
not miss out as many good matches as Soundex.
- 298 -
Research
Using MyHeritage Research

You can easily select from the menu options to display a chart of ancestors or
descendants either vertically or horizontally, as described below:
To use MyHeritage Research:

1 From the Research menu, select Open MyHeritage Research, as shown
below:
The MyHeritage Research tool opens, as shown below:
2 Enter either a first and last name or only a last name.
- 299 -
Research
3 Optionally, you can change the way that MyHeritage searches for a match,
as follows:
Exact: Research results only contain people whose name is spelled

exactly as you specified it.
Soundex: Research results are presented for people whose names

sound-like the name that you specified.
Megadex: Research results are presented for several variants of a

last name in order to maximize hits and explore new avenues for
research based on alternative spellings of a name. For information on
Megadex and Soundex see Megadex and Soundex.
- 300 -
Research
4 Optionally, you can click the Advanced search button to display a variety of
fields in which you can describe the person(s) in which you are interested
and the places in which to research more specifically, as shown below:
5 Click the Search button to start the search in over 1,150 of the world's best
genealogy databases.
- 301 -
Research
Megadex Results
The following describes how results appear when you have selected the
Megadex option.
As a preliminary step, Megadex displays a list of the best possible spelling

variants of the last name you entered. At the top of this list is the last name as
you typed it, already checked to be included in the search. Many spelling
variants are suggested for each name. A score is specified for each variant,
indicating its proximity to the last name you entered. Names that scored less
than 95% are not listed because they are deemed irrelevant to your search. At
this point you may want to print out the spelling suggestions as they could be
useful for future genealogy research on that name.
From the list of spelling variants, select up to ten names that best suit your
research. You can select any name individually, or automatically select the
most relevant ones by clicking Select the 10 best matching variants.
Then click Start this search. MyHeritage Research then queries all applicable
genealogy databases for each of the spelling variants that were selected. This
query is very powerful and may take a few minutes.
You can start accessing results the moment they appear without waiting for the
entire search to complete. If you also entered a first name or other search
criteria, MyHeritage Research includes them in your Megadex query.
MyHeritage Research displays the results of your search in one long table.
Each row of the table shows a single database in which matches were found,
the Megadex spelling variant for which the matches were found and the
number of matches.
You can view the actual matches by clicking the View button. Genealogy
databases that did not return any matches are not displayed.
- 302 -
Research
If you intend to review the results in detail, we recommend clicking Save

Search to save your search results. This enables you to revisit these results at
any time by clicking My searches in the menu without having to run the search
again, saving you time.
You can annotate your search results with research notes.
You can also schedule your search to recur automatically so that you are
notified when new results appear. This is extremely useful because new
genealogy databases are frequently added to MyHeritage Research.
Exact and Soundex Results

The following describes how results appear when you have selected the Exact
or the Soundex option.
All positive results are consolidated into one convenient report, built
dynamically for you. A results page starts filling up with matches almost
immediately. Each row specifies the name and description of a database that
returned matches.
Click on any View button to view the specific results from a database directly.
- 303 -
Research
The Research Menu

The Research menu offers a variety of information describing the functionality
that it provides:
New Search: Enables you to start searching for a person.

My Searches: Enables quick access to previously saved searches without
having to run the search again, saving you time.
Overview: Describes the features and functionality of the MyHeritage
Research tool.
How it Works: Describes how to use the MyHeritage Research tool.
Megadex: Describes the features of the Megadex search algorithms.
Search Tips: Provides a variety of tips for finding the information that you
want.
FAQ: Provides answers to the most Frequently Asked Questions about
MyHeritage Research.
- 304 -
FAQ
Frequently Asked
Questions
FAQ
Frequently Asked
Questions
About This Chapter:
This chapter describes how to handle a variety of situations in
MyHeritage. It answers the following questions:
How Do I Indicate an Adoption?

How Do I Specify the Other Parents of an Adopted Child or a
Stepchild?
How Do I Add, Change or View Multiple Spouses?
How Do I Define Same-Sex Relationships?
How Do I Change the Parents of a Child?
- 306 -
FAQ
How Do I Indicate an Adoption?

1 From the Family menu, select Children and then Manage Children to
display the following window:
2 Select the Adopted option in the Relationship field.
- 307 -
FAQ
3 To indicate how adopted children are shown in the charts and reports, click
the Charts button to display the Charts menu, as shown below:
4 Select Chart Options, as shown below:
The Lines tab enables you to define the line between the boxes in a chart.
It enables you to select the line type, width and color. You can indicate a
non-natural parent/child relationship with a dashed line.
- 308 -
FAQ
How Do I Specify the Other Parents of an Adopted Child

or a Stepchild?
Adding another set of parents may be relevant in a variety of situations, for
example, you may want to add the natural parents of an adopted child in your
family tree or the parents of a stepchild.
In the Tree View, right-click on a persons card and select Parents Add
Parents. A window is displayed offering you a variety of options to handle
different kinds of additional parents that a person may have.
When you right-click on a Persons Card in Tree View, the following menu
appears indicating how many pairs of parents this person has and their names.
- 309 -
FAQ
How Do I Add, Change or View Multiple Spouses?

You can define multiple spouses for a single person. One of the spouses is
defined as the primary spouse. The primary spouse is the one displayed first in
the tree. You can change the primary spouse by changing the order of the
spouses in the Manage Spouses window.
When you right-click on a Persons Card in Tree View, the menu shows the
number of spouses defined for this person and their names. Simply select one
of the spouses in the menu to show their card in the Tree View.
The following options are available for defining spouses:
How Do I Define Same-Sex Relationships?

In a same-sex relationship, one partner is defined as the husband and the other
partner as the wife, even though their gender is the same. It is possible to
specify either male or female gender for anyone that is added to your family
tree.
If John and Bob are added as a couple, John can be added as the husband and
Bob as the wife. To do so, the Automatically Set Gender field can be changed
to Female or Male, as you wish. A warning is displayed, but clicking OK allows
the two same-sex partners to be defined as a couple.
- 310 -
FAQ
How Do I Change the Parents of a Child?

In the Tree View, right-click on a persons card and select Parents Detach
From Parents.
You can now replace the parents by right-clicking on this persons card and
selecting Parents Replace Parents. The following window is displayed,
enabling you to select different parents. You can hover over a row to display the
photos of these people.
- 311 -
Index
Index
Index
- 312 -
Index
Index
Associate
A Photo, 153
Associated Fact Photos, 87
About Family Tree Builder, 57
Associated Photos
Add Child, 108
Browse, 90
Add Parents, 62
Associations Tab
Add Person Button, 100
Media, 151
Add Sibling, 63
Photo, 151
Add Spouse, 64
Attach Child, 108
Add to Favorites, 60
Attach Existing Sibling, 63
Address List, 237
Attach Parents, 62
Address Lists, 54
Author Information, 56
Adopted Child, 306
Automatic Merge, 187
Specifying Other Parents, 309
Adoption
Indicating, 307
B
Ancestor Chart, 52 Back up Project, 49
Ancestor Horizontal, 207 Background Tab
Ancestor Vertical, 207 Chart, 217
Ancestors Book Report, 53, 226
Report, 233 Boxes Tab
- 313 -
Index
Chart, 215 Defining, 101, 107

Children Tab, 107
C Citations, 119
Defining, 109, 119
Calendars
Citations Tab, 109
French Revolution, 118
Close Family Charts, 52
Hebrew Revolution, 118
Close Project, 49
Cards
Compare Tab, 181, 203
Personal Information. See
Trees, 182
Cemetery, 163
Zooming In, 184, 203
Chart
Configuration
Ancestor, 206
Options, 278
Appearance, 210
Configuring
Descendants, 207
Family Tree Builder:, 279, 311
Display, 206
Contact Tab
Options, 210
Person, 92
Style, 220
Contacting Us, 12
Chart Options, 53
Copy, 50
Configure, 210
Cut, 50
Chart Styles, 53
Charts, 67, 205
Generating, 73
D
Charts Menu, 52 Data
Check for Updates, 56 Language, 261
Child Translating, 272
Adding Existing, 103 Data Language
Child Change, 268
Adding, 102 Date Field, 116
Child Dates
Add, 108 Entering, 116
Child Daughter
Attach, 108 Adding, 81
Child Delete Person, 61
Detach, 108 Descendant Chart, 52
Children Descendants
- 314 -
Index
Report, 234 Marking, 135

Summary Report, 236 Fact
Descendants Horizontal, 207 Defining, 96
Descendants Report, 53 Fact Photo, 87
Descendants Summary Report, Fact Photos Associated, 87
53 Facts Tab
Detach Child, 108 Chart, 213
Detach From Spouse, 64 Family, 111
Detach Parents, 62 Person, 95
Distribute Family
Family Tree, 18 Adding Another, 103
Downloading Family
Family Tree Builder, 71 Adding, 79
Dual Language Mode Adding People, 72
Translating, 271 Defining, 72, 98
Dual-Language Mode, 267 Expanding, 98
Family
E Editing, 106
Family
Edit
Defining, 111
Media, 149
Family Group Sheet, 53, 230
Photo, 149
Family Tree, 52
Publishing Request, 244
Distribute, 18
Edit Details, 59
Family Tree Builder, 14
Edit Menu, 50
Family Tree Publisher, 256
Editing Information, 105
Fan Charts, 52
Exit, 50
FAQ, 306, 313
Export
Favorites Menu, 54
FTB data, 292
Field
Translating, 276
F Fields
Face Recognition People List, 27
Mark, 155 File Menu, 49
Faces Filtering
- 315 -
Index
List, 31 Home Person, 11

Find Relation to, 66
Media, 136 Setting, 60
Photos, 136 Setting As, 66
Quick, 25, 29 How to, 306, 313
Finding Husband
Family, 296 Defining, 81
People, 28, 296
Fonts Tab I
Chart, 216
Image Viewer Window, 160
Format, 88
Import
French
FTB data, 292
Calendar, 118
Importing
Full-Screen, 52
Your Data, 113
Importing
G Media, 145
Gay Relationships, 306, 310 Importing
GEDCOM, 11, 74, 112 Photos, 145
Import/Export, 50 Info Tab
Importing, 112 Media, 150
Photos, 125 Person, 85
Genealogy, 11, 16 Photo, 150
General Tab Information
Chart, 212 Editing, 105
Generations View Control, 42 Introduction, 14
Getting Started, 69 Invite People
Glossary, 11 Sites, 255
Go to Person, 60
K
H Keyboard
Hebrew Virtual, 263
Calendar, 118
Help Menu, 57
- 316 -
Index
L Match
Change Status, 178
Language, 259
Matches
Data, 261, 268
Accessing, 179
data language, 261
Table, 174
display language, 261
Tree View, 168
Primary, 77, 266
Matches Tab, 172
Secondary, 77, 266
Matching People
Translating, 271
Finding, 73
User Interface, 261, 264
Media, 9, 11, 123
Languages, 56
Associate, 153
Supported, 260
Delete, 137
Languages Tab
Display Options, 132
Chart, 219
Edit, 137, 149
Launching
Format Display, 134
Family Tree Builder, 71
Handling Options, 137
Lines Tab
Importing, 145
Chart, 218
Information, 150
List
Media Menu, 161
Address, 237
Menu Bar, 161
Filtering, 31
New, 137, 141
List of Parents, 63
Overview, 125
People List, 129
M Query, 138
Main Tab Query Menu, 162
Family, 107 Quick Find, 136
Person, 83 Sorting, 136
Manage Tree View, 127
Site, 253 Types, 127
Manage Projects, 49 View, 137
Manage Spouses, 64 Views, 132
Mark Media List, 131
Face Recognition, 155 Media Menu, 161
Mark Faces, 135 Media Notes Tab
- 317 -
Index
Media, 157 Notes

Photo, 157 Defining, 110
Media Type Media, 157
Display, 133 Photos, 157
Media View, 128 Notes Tab
Megadex, 298 Family, 110
Results, 302 Person, 94
Menu
View, 51 O
Menu Bar, 48
Open MyHeritage Research, 54,
Media Menu, 161
55
Photos, 161
Open Project, 49
Query Menu, 162
Open Reports, 237
Merge
Open Reports Folder, 54
automatic, 187
Options, 56
Smart Match, 185
Configuration, 278
step-by-step, 187
Options Tab
Minimize Selection View, 51
Media, 159
Multiple Spouses, 310
Photo, 159
Adding, 310
Organize Favorites, 54
Changing, 310
Overview Tab
Viewing, 310
Smart Matches, 170
My Sites, 55
Smart Matches, 172
Smart Research, 198
N Smart Research, 200
Navigate Back, 51
Navigate Forward, 51 P
Navigate Home, 51
Parents, 62
New
Adding, 62
Audio/Video File, 141
Attaching, 62
Document, 141
Change, 306, 311
Media, 141
Detaching, 62
Photo, 141
Listing, 63
New Project, 49
- 318 -
Index
Managing, 62 Photo Types, 127

Paste, 50 Photos, 58
People List Associated Fact Photos, 87
Defining Browsing Associated, 90
New Saved Search, 32 Display Options, 132
Family Tree List, 35 Format Display, 134
Finding People, 28 GEDCOM, 125
Media, 129 Importing, 145
Photos, 129 Media Menu, 161
People List Fields, 27 Menu Bar, 161
Peoples Names, 54 People List, 129
Person Quick Find, 136
Defining, 99, 100 Sorting, 136
Deleting, 61 Tree View, 127
Describing, 82, 83, 85, 90, 92, 94, Views, 132
95 Photos and Other Media, 52
Editing, 105 Photos List, 131
Person Card, 39 Photos Menu, 161
Personal Photos Type
Media, 155 Display, 133
Personal Information Cards, 184 Photos View, 128
Personal Photo, 11, 155 Physical Tab
Marking, 135 Person, 90
Photo, 11 Places, 286
Delete, 137 Potential Matches
Edit, 137, 149 Table, 174
Fact, 87 Primary Language, 266
Handling Options, 137 Print, 50
New, 137 Print Preview, 50
Overview, 125 Print Setup, 50
Query, 138 Project
Query Menu, 162 Creating, 71, 74
View, 137 Publish
Photo Information, 150 Your Family Tree, 240
- 319 -
Index
Publish to MyHeritage.com:, 55 Descendants, 234

Publishing, 244 Family Group Sheet, 230
Smart Matches, 169 Generating, 224
Publishing Request Relationships, 232
Edit, 244 Timeline, 235
Publishing Setting, 55 Reports, 67, 223
Generating, 73
Q Open Reports Folder, 237
Reports Menu, 53
Query
Repositories, 52, 280
Media, 138
Repository
Photo, 138
add, 284
Query Menu, 162
Research
Quick
Tree View, 196
Find, 25, 29
Research Menu, 54, 304
Quick Find
Research Person, 55
Media, 136
Research Tool, 296
Photos, 136
Researching, 19
Quick Tour, 23
Restore Project, 49
Quick-Start Wizard, 50
Restore Selection View, 51
Results
R Exact, 303
Registering, 71 Soundex, 303
Relation, 66 Table, 202
Relation to, 66 Reverse Side Tab
Relation to Home Person, 66 Media, 157
Relationships, 53 Photo, 157
Report, 232
Release History, 57 S
Remove Person from Favorites,
Same-Sex Relationships, 310
54
Save Project, 49
Report
Save Project As, 49
Ancestors, 233
Search, 50
Book, 226
- 320 -
Index
Searching Son
For Family, 296 Adding, 81
For People, 296 Sorting
People, 32 List, 30
Secondary Language, 266 Soundex, 298
See Sources, 52, 280
Sites, 253 list, 285
Set as Home Person, 66 Spouse, 63
Show Marked Faces, 135 Adding, 64
Sibling Attaching, 64
Adding, 63 Detaching, 64
Attaching Existing, 63 Managing, 64
Siblings, 63 Spouses
Site Indicating Multiple, 310
Invite People, 255 Status Area
Manage, 253 Smart Matches, 182
See, 253 Step-by-Step Merge, 187
Visit, 254 Stepchild
Smart Match Specifying Other Parents, 309
merge, 185 Supported Languages, 260
Smart Matches, 52, 166
General Information, 173 T
Publishing, 169
Table of Potential Matches, 174
Table, 174
Table of Results, 202
Tree View, 168
Thumbnail, 88
Smart Matches Area
Thumbnails, 135
View, 171
Timeline
Smart Matches Tab, 172
Report, 235
Smart Matches Window, 169
Timeline Report, 53
Smart Research, 194
Toggle Status Bar, 51
Table, 202
Toggle Toolbar, 51
Tree View, 196
Toolbar, 57
Smart Research Tab, 200
Tools Menu, 56
Smart Research Window, 197
- 321 -
Index
Translating, 271 V
Current Window Data, 274
View, 88
Data, 272
View Control
Field, 276
Generations, 42
Translation, 259
View Menu, 51
Translation Wizard, 56
Viewer Window, 160
Tree View
Viewing Options, 88
Matches, 168
Virtual Cemetery, 56, 163
Media, 127
Virtual Keyboard, 263
Photos, 127
Visit
Smart Matches, 168
Sites, 254
Smart Research, 196
Visitors
Trees
Inviting, 72
Compare Tab, 182
Publishing, 72
U
W
User Interface
Wife
Language, 261
Defining, 81
User Interface Language
Workflow
Change, 264
Using Family Tree Builder, 70
Users Guide, 57
- 322 -

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Family Tree Builder

MyHeritage reserves the right to revise this publication, and/or make

Any software on removable media described in this publication is furnished

MyHeritage is a registered trademark.

Chapter 1: Introduction ............................................................. 13

Distributing Your Family Tree .................................................... 18

Chapter 2: Quick Tour ............................................................... 22

Tree View ................................................................................... 38

Photos View ............................................................................... 43

Chapter 3: Getting Started ........................................................ 68

Creating Your First Project......................................................... 74

Adding Another Family ........................................................................... 103

Editing Information ................................................................... 105

GEDCOM and Family Tree Builder.......................................... 112

Citations ................................................................................... 119

Chapter 4: Handling Photos and Other Media ...................... 123

Editing a Photo......................................................................... 149

Viewer Window ........................................................................ 160

Virtual Cemetery ...................................................................... 163

Chapter 5: Smart Matches....................................................... 165

Smart Matches Window ........................................................... 169

Chapter 6: Smart Research..................................................... 193

Chapter 7: Charts..................................................................... 204

Chapter 8: Reports................................................................... 222

Chapter 9: Publishing Your Family Tree ............................... 239

Publishing Settings .................................................................. 244

Managing Your Family Sites .................................................... 253

Chapter 10: Language and Translation ................................ 258

The Virtual Keyboard ............................................................... 263

Chapter 11: Advanced Tools .................................................. 277

Managing Places ..................................................................... 286

Chapter 12: Research.............................................................. 295

Megadex and Soundex ......................................................... 298

FAQ ............................................................................................. 305

Index ........................................................................................... 312

About This Guide

This guide contains the following chapters:

Chapter 10, Research describes the rich functionality provided by

Technical Support [email protected]

Introducing Family Tree Builder introduces the benefits of using Family

Introducing Family Tree Builder

A family site on MyHeritage.com provides an ideal location for showcasing your

The Rise of Genealogy

Distributing Your Family Tree

Note A site can contain multiple family trees.

Your Family and Friends

Family Tree Builder 3 Invite View 4 MyHeritage.com

Doing Your Research

Choosing Your Goal

Family History Begins at Home

Best Starting Point: You

Next Step: Your Relatives

Documents and Photographs

Read up on Family History: Join a Society

Pick the Right Tools

Share and Enjoy

Family Tree Builder Main

The Family Tree Builder main window is composed of the following:

Menu Bar: provides access to a variety of Family Tree Builder functions