1. Attach or Create a Source

2.  When learning the system use the beta
website on Family Search or the sandbox
as it becomes available.
 Sign in with your LDS account.
 Look for the red rectangle in
Family Tree to make sure you are
on the beta website.

3. The Beta website
can be played with
and used without
changing the live
system.

4. Top portion of screen for research.
Bottom portion of screen for Pedigree program.

5. Click on name to view
Summary card.
Click on View Person to
show detail screen.

6. Click on [Open] to view Sources

7. Click on [Create a New Source].

8. 4 areas to complete:
Source Title – Type in field
Web page – paste in field
Citation – type or paste in field
Description – paste in field

9. Copy information onto
a notepad for ease of
creating a source in
Family Tree.

10. Use Notepad or
Word program

11. Type in title.
Copy & Paste in
other fields.
Click on [Save].

12. Type in why this is a good source.
Click on [Attach].

13. Source is attached.
Click on [Open Details].

14. Detail box for Source:
View, Edit, Detach and
Tag.
Click on [Detach].

15. Simple one step to detach a Source.
Type in reason, click on [Detach].

16. Click on [Edit] to
change Source data.

17. From this screen you can
delete a source.
Click on [Delete Source].

18. This is a drastic step – it is much better to
detach. Be sure before you click [Yes].
Click Cancel to go back to edit screen.

19. Choose part of
Source to edit.
Click on [Edit].

20. Change, type in reason
and click on [Save].

21. At this time you have to
click on [Go Back] to go
the previous page and
click on [Open Details]
again to view choices.
Look for this to change in
a future update.

22. Click on [Tag].
Tag lets you copy a
source to other events
about the person.
Checkmark Birth
and click on [Tag].

23. Source is copied to Birth event
and shows in edit box.

24. Tag shows Source has
been copied one time.
Close Detail box

25. Click on [Go to Source Box].

26. A holding area or que for sources that is
connected to the research portion of website.
Choose Source and click on [Attach].

27. Type in reason and click on [Attach]

28. Paperclip shows that Source is attached to person.
Click on [Go Back to Sven Duner].
View My Source
Box Power point
to learn about this
research tool.

29. Census Source is attached.

30. Another place to attach Sources.
Click on [Edit Relationship]
inside couple box.

31. On this screen attach a
source for the relationship.
Click on [Create a New Source].

32. Type in Title and copy – paste from notepad.

33. Click on [Save].

34. Type in reason and click on [Attach].

35. Source is attached.

36. Another place to attach a
source. Hover mouse
over child.
Click on [Edit Relationship]
in child’s view box.

37. On this screen attach a
source for the relationship.
Click on [Go to Source Box].

38. Choose a Source and click on [Attach].

39. Type in reason and click [Attach].

40. Source is attached.

41.  Attaching a source by using the Source
Box in Family Tree is simple and easy.
 When you create a source using a
Notepad or Word program it is easy to
copy and paste information.
 Keep in mind the 4 required fields: Title,
Website url, Source Citation and
Description of record.
 Get in the habit of making good Sources.

42. September 2012