Project 1 Goals:  1: Navigate Your Tree   2: View Information   3: Edit Information    4: Add People to Your Tree   5: View People Lists and Relationships   6: Use PedigreeMap   7: Print Charts and Books   8: Add Sources   9: Manage and Check Your Tree   10: Use Smart Matches   11: Use Record Matches and Discoveries  


Project 2: Navigating Your Tree

Build a family tree, view your
tree, update ancestor information.


Tracker:   Word  

         Search:

Goal 1: Navigate your MyHeritage tree.

Navigating your MyHeritage Tree is essential to finding ancestors, viewing and updating their information, and producing charts and reports.

Choices

A Change your screen view to see different ancestors.

Note : The Help window provides more information for many of these features. To access it, click the question mark icon (near the "Find a person" box). To close Help, click the icon again. (To close a personal information window, click the arrow in the upper right of the window.)

Here are some of the essential tools for navigating your tree:

  1. Moving—Click and drag the mouse to see other part of your family tree. Or, click the arrows surrounding the House icon to move the view in small amounts. To center the view on the starting person, click the House icon (also helpful if the screen appears to be blank).
  2. Zoom—Drag the Zoom slider up to zoom in, or down to zoom out. You can also the mouse wheel to zoom. (At the maximum zoom-out position, names are displayed only when you hover over a person card.)
  3. Radar—With the personal information window closed, click the Radar icon in the lower left corner of the screen. Then click an area of the Radar view to activate it, or drag the highlighted area in the Radar. This allows you to quickly move to other areas of your tree. To close the Radar view, click the close arrow in the upper right of the icon.
    Here is a sample Radar view:




  4. To center a person in the view, click the person's card. (Clicking a person card that is centered will open the person's Edit window.

B Use the Options wheel to customize your tree view.

  1. Click the Options wheel (next to "Find a person") to display tree options. Click it again when you want to close the Options dialog.
  2. Tree preferences, Generations to display—Move the slider to change the number of ancestor generations displayed on the screen.
  3. Tree preferences, Card display options—Show or hide: email boxes for living relatives, edit (pencil) icon, Add button, cards for adding parents, and Instant Discovery™ cards.
  4. Name preferences, Married names—(scroll down) Choose how to display names of married women.
  5. Name preferences, Prefixes and suffixes—Choose how to handle name prefixes and suffixes.
  6. More actions, Edit tree name—Change the name of the family tree.
  7. More actions, Tree editing permissions—Specify who can edit or download the family tree.
  8. To close the Options dialog, click the Options wheel icon again.
  9. (Other options in "More actions" are also included in other MyHeritage menus.)

C Open different branches of your family tree to view.

    Some direct-line ancestors can be selected for viewing their branches of the family tree.

  1. Find an ancestor with a "branch" icon (small blue and pink rectangles above the person card, connected by lines). Click the icon to open that ancestor's branch. That ancestor is now centered in the view. Note : Opening a branch also closes the branch for the ancestor's spouse.
  2. When you open an ancestor branch, the person's name appears in the white bar above the family tree. You can click any of the names in the bar to center that person in the tree.
  3. The first number in the white bar is the number of people showing in the current Radar view; the second number is the total number of people in the tree.


Goal 2: View information about people in your tree.

You can view facts and profile information for people in your MyHeritage tree, using a number of different screens.

Choices

A View the Facts for a person.

  1. Click a person card to center it, and click it again to open the Person window.
  2. In the Person window, scroll down to Facts. These may include birth, marriage, death, and births and marriages of children.
  3. Note : If you imported information from a GEDCOM file, the Notes and other fields may appear as Facts, such as Biography, Ancestral File #, etc.


B View profile information for a person.

  1. Click Profile in a Person window. (If there is no Person window open, click the person's card in the tree to open it.)
  2. In the Info tab (default), scroll down through the items to see record matches, photos, immediate family (parents, siblings, and children), and more. To learn more about the Info tab, see Choice C below.
  3. Click the Events tab to see a list of chronological events in the person's life, as well as a "Trail" (Google map) section that shows where some of the events took place. To learn more, see Choice D below.
  4. Click the Timeline tab to see a list of chronological events in the person's life. To learn more about working with timelines, see Goal % in Project 3: Photos and Videos.
  5. For information on DNA matching (the tab after Timeline), see Project 8:DNA.

C See information (the Info tab) for a person.

  1. In a Profile page for a person, click the Info tab. Birth and death information, if available, is displayed at the top of the screen.


  2. To see a birth or death location on a Google map, hover over the blue pin icon next to the location. You can drag to move the view, or click the plus or minus buttons to zoom in or out.
  3. To see the location in PedigreeView, click View in Pedigree Map at the bottom of the map, or click the location link in the Info tab page. For more details about PedigreeMap, see Goal 6 in this Project.







  4. In the Records section, hover over a record to see a summary of its information. A confidence rating shows how likely the record would match your person, according to MyHeritage.
  5. If you want to handle the record match, click Confirm to accept the record source, or Reject to clear it. You can do record matches for any of the matches that appear in the Records section. Refer to the article below for tips on extracting record match information.
    MH—Extracting Information from Record Matches
  6. To learn more about Record Matches, see Goal 11 in this Project.






  7. The "Immediate family" section of the Info page shows spouse, children, parents, and siblings. To see the profile for one of these people, click the person's name.
  8. For details on editing the Education through Web content fields, see Choice B in Goal 3 below.

D See events (Events tab) for a person.

  1. In the Profile page, click the Events tab to show events in the person's life. These events come from the "All facts" page.
  2. To see a birth or death location on a Google map, hover over the blue pin icon next to the location. You can drag to move the view, or click the plus or minus buttons to zoom in or out.





  3. You can use the "Trail" (Google map) area to see where some of the events took place. A green star icon indicates a birth; a blue ring icon indicates a marriage; and a gray headstone indicates a death. To see the details for an event, click the icon.
  4. You can also add, change, or remove events in the screen. For details, see Choice E in Goal 3 below.







Goal 3: Edit person information in your MyHeritage tree.

Editing facts and profile information is essential to keeping your tree up to date. You can do a Quick Edit or a Profile Edit, or you can edit facts in a Person window.

Choices

A Do a Quick Edit of an person's information.

  1. In the Person window, click the Edit (pencil) icon; or click the pencil icon in the lower-right corner of the person's card in the tree view.
  2. Change or add information for any of the fields in the window. These include birth, marriage, death, and spouse information. If you imported information via a GEDCOM, the location fields will have drop-down lists from that GEDCOM to choose from.
  3. Click OK to save your changes.
  4. You can also edit an entire Profile by clicking the "Edit more" link at the bottom of the window.
  5. This article explains how to edit a person's details in your tree.
    MH—Edit Someone's Details in My Online Tree.

B Edit an ancestor's profile.

  1. In a Person window, click Profile. Note : For information on adding photos, biography, or web content, see Project 3: Photos and Videos.
  2. Scroll down to "Education" and add or change information in any of the included fields.
  3. On the left side of the screen, click Edit profile. This opens the "Essentials" screen, where you can update basic information about the person.
  4. Click any of the links at the left of the screen to edit other types of information. These links include:
    • Family
    • Biography
    • Contact info
    • Work
    • Education
    • Favorites
    • Personal info
    • Source citations
    • All facts
    • To save changes on any of these edit screens, click Save and Continue.
    • To save changes and return to the person's Profile page, click Save and Close.

C Edit or delete Facts in the Person window.

  1. In an open Person window, scroll down to the Facts section.
  2. To edit an existing fact, click the Pencil icon that appears when you hover over one of the Facts. In the edit window that appears, update the information and click OK to save the changes.
  3. To delete a Fact, click its Pencil icon and then click the trash icon. Click OK to confirm the deletion.

D Add Facts in the Person window.

  1. In an open Person window, scroll down to the Facts section.
  2. Click Add Fact (top of the Fact section).
  3. Select a fact category (left column).
  4. Select a fact type (right column).
  5. Note: Instead of the preceding two steps, you can select a Fact type from the list at the bottom of the window.

  6. Click OK.
  7. In the data entry window that appears, fill in the fields and click OK. For places, use the drop-down list whenever possible.
  8. To delete a Fact, click its Pencil icon and then click the trash icon.

E Add, change, or edit events in the Profile window.

  1. In an open Person window, scroll down to the Facts section.
  2. Click Add Fact (top of the Fact section).
  3. Select a fact category (left column).
  4. Select a fact type (right column).
  5. Note: Instead of the preceding two steps, you can select a Fact type from the list at the bottom of the window.

  6. Click OK.
  7. In the data entry window that appears, fill in the fields and click OK. For places, use the drop-down list whenever possible.
  8. To delete a Fact, click its Pencil icon and then click the trash icon.


Goal 4: Add, connect, or remove people in your MyHeritage tree.

As you add people to your tree, make sure you fill in essential information and connect them in the tree correctly.

Choices

A Add ancestors to your tree.

  1. In the Person window, click Add. (You can also click the plus sign at the bottom of a person's card in the tree.)
  2. In the "branch" window that appears, click a new card to add a brother, sister, son, daughter, or other partner.
  3. In the "Add" window that follows, fill in the details. For places, use the drop-down list when possible. (You can add more details by clicking the "Edit more" link at the bottom of the window, but be aware that this action saves the changes to the new person, even if you click Cancel in the new person's "Edit more" screen.)
  4. Click OK to complete the addition.
  5. This article explains how to add a family members to your online tree.
    MH—Add Family Members to My Tree.
  6. View Tree??

B Connect ancestors in your tree.

    Note: When you add a relative for a person, MyHertiage automatically created the correct relationship in your tree. If you need to change a relationship or connection, or if there is a person in your tree who is not connected, you can use the steps in this Choice to resolve the situation.

  1. Open the Person window for the person whose connection needs to be changed.
  2. In the Person window, click More.
  3. To remove a connection or relationship, click More and select Remove Connection. Then in the Remove Connection window, select the type of connection to remove and click OK.
  4. To add a connection or relationship, click More and select Add Connection. Then in the Add Connection window, select the type of connection to add and click OK.
  5. This article also explains how to connect or disconnect a person from a relationship in your tree.
    MH—Edit Someone's Details in My Online Tree.

C Remove a person from your tree.

  1. In the Person window, click More.
  2. Click Delete this person.
  3. In the Notice window, click Yes to remove the person from the tree.
  4. This article also explains how to delete a person from your tree.
    MH—Delete a Person from My Online Tree.


Goal 5: View people lists and run relationship reports.

People lists and relationship reports help you quickly find people an see their information and relationships. This is especially helpful as your tree grows in size.

Choices

A Use the People feature to display a list of people in your tree.

  1. In the Family tree menu, select People. A list of people in your tree is displayed in the default List view, with basic information in these columns:
    • Name—Shows the person's name and any recorded family members. Click the person's name to show the profile; or hover over the name to show links for the person's family tree, profile, or timeline.
    • Birth—Shows the person's birthdate and birthplace, if available. Hover over the pin icon to see a zoomable Google map of the birthplace location; or click the birthplace link to see it in PedigreeMap. (For more about PedigreeMap, see Goal 6.)
    • Death—Shows the person's date and place of death, if available. Hover over the pin icon to see a zoomable Google map of the birthplace location; or click the birthplace link to see it in PedigreeMap. (For more about PedigreeMap, see Goal 6.)
    • Actions—Click the "Show in tree" link to display the person's family tree; or click the "More" link to do any of these actions: show the Profile page; show the person's family tree; show an ancestor report; show a descendants report; or show the person's timeline.
  2. To switch to thumbnail view for the list, click the blue thumbnail icon.
  3. To set the number of people viewable in the page, click the Per page dropdown menu and select a number.
  4. To sort the People list, click one of the "Sort by" options: Last name (default;) First name; Birth date; Birth place; Death date; Death place; or Gender.
  5. To see more people, click a page number to go to, or click the small blue arrow.
  6. To narrow the list to only surnames that begin with a particular letter, click that letter in the Surname list. To show only surnames that begin with a special character, click Other; or to show people without recorded surnames, click Unknown.

B Use the Search feature to quickly find names in your People list.

  1. To search for a person, type a name (surname or first name) in the Find a person box and click the blue search arrow. The results are shown on the current page (and additional pages if necessary), with the total number of search results displayed.
  2. If you want to do another search within the current search results (not the entire tree), click the dropdown menu and select "Within search results".
  3. To reset the view to include all ancestors, click the "All people" link (next to Search results).
  4. Use the "AND" or "OR" search options to control search results. Here are some examples:
    • "Thomas AND Lee" finds Thomas Lee, as well as Thomas de Lee, etc. It would also find Lee Thomas, etc.
    • "Thomas OR Lee" finds all people in your tree with Thomas or Lee occurring somewhere in their names, such as Thomas Johnson, Robert Lee, etc.
  5. For more search options, click Advanced Search. To search only in first names, last names, display names, or places, select the appropriate choice from the Search in drop-down menu. To use a Soundex (phonetic match) entry for your search, select a Soundex option from the Spelling drop-down menu.

C Run Relationship Reports.

  1. From the Family Tree menu, select Relationship report.
  2. Type a name in the Source individual field. If possible, select a name from the drop-down list that appears.
  3. Type a name in the Target individual field. If possible, select a name from the drop-down list that appears.
  4. In the Detail drop-down menu, select Minimum (show names only), Medium (names and photos, if available), or Maximum (names, photos, and additional details).
  5. Click Display relationship. A picture chart is displayed between the source and target individual you chose, as well as a summary of relationships at the bottom of the page.
  6. Note: If MyHeritage cannot determine the relationhip, a message will be displayed to indicate that.

  7. In any Relationship report, you can click an eye icon to display the Profile page for the selected person. In a Maximum detail report, you can click a pin icon to see location information (see the Birth and Death place options in Choice A above).


Goal 6: Use PedigreeMap to view important locations in your peoples' lives.

PedigreeMap is a powerful tool that helps you see locations and events for people in your tree, all in one convenient view. It features a Places list, a Google map, and an Events list.

Choices

A Work with places in PedigreeMap.

  1. In the Family tree menu, select PedigreeMap. The Places list populates in the left panel of the screen, with the number of ancestor events in your tree for each country indicated. (If you have a large tree, this may take a while.) A green bar indicates the progress of loading the locations onto the map. There is a limit of 2,000 locations displayed.
  2. Click a country in the left panel to open a list of ancestor locations in that country. A map of the country also appears in the middle panel.
  3. Click a country location in the left panel (orange circle) to display it in the map in the center panel, and show ancestor events for the location in the right panel. An alert icon next to a place name indicates there are multiple locations for the same place name; you can select the one you want in the right panel. (Unknown countries and places not found on the map, if any, are included at the bottom of the list.)
  4. To sort and group the Places list, click the arrows next to the "Find a place" box. The following combinations can be used:
    • Sort by Count, Group by Countries—(Default) Lists countries by their numbers of ancestor events, in descending order. Locations are grouped within each country.
    • Sort by Count, Group by Flat List—Locations are placed in a single list (not grouped by country), sorted by count from high to low.
    • Sort by Name, Group by Countries—Lists countries by their names, in alphabetical order. Locations are grouped within each country.
    • Sort by Name, Group by Flat List—Locations are placed in a single list (not grouped by country), sorted alphabetically by location name.
  5. To search for a location, click the "Find a place" box, type the name of the location, and click the entry that appears in the left panel. To clear the search results and return to the full list of locations, click the X in the "Find a place" box.

B Work with the world map and geographic locations.

    Note: Numbers displayed on the Google map indicated modern-day roads and highways.

  1. If you want to hide the left or right panel to allow more room for viewing the map, click the X at the top of either panel. (Click the resulting arrow to restore the panel.)
  2. To change the view, click and drag the map in any direction.
  3. With no country or location selected in the left panel, you can hover over an black circle in the map to identify its location name.
  4. With a country or location selected in the left panel, you can hover over an orange circle in the map to identify its location name and reference count.
  5. To zoom in on the view, click the plus icon at the bottom of the map. To zoom out, click the minus icon.
  6. To switch to Satellite view, click Satellite at the bottom of the map.
  7. To see where people's events are concentrated, click Heatmap. Areas are color-coded from light to heavy, using green, yellow, orange, and red rings.
  8. To view the world map, click the globe icon at the bottom of the map. To return to the previous location view, click the location name at the top of the right panel.

C Work with events.

  1. In the right pane, you can click an event to display a window for viewing or editing event details.
  2. To edit the place for an event, a) Click the pencil icon next to the place name; b) Choose a place from the drop-down list or type your own place; and c) Click Save.
  3. To display more details about the location, click the information icon at the top of the panel. To hide the details, click the icon again.
  4. To print a copy of the map with the associated ancestor events, click the printer icon above the events list. A PDF file is created that you can print or save.

D Use basic PedigreeMap options.

    The PedigreeMap menu bar enables you to select different people on which to base the resulting views. It also displays the number of places and references (events) in the current view.

  1. To base the view on a different person, a) Click the name that appears to the right of "PedigreeMap"; and b) Type the new name and select it from the drop-down list.
  2. To include a different set of people in the view, click Extended family in the dropdown menu. You can choose from Extended family, Immediate family, Ancestors, Descendants, or Solo. Hover over each option to see its description.
  3. To show enlarge the map area, click the "Full screen" icon at the right edge of the menu bar. (Click it again to return to normal view.)

E Use filters to restrict the individuals included.

  1. Click the "Show filter" icon near the right edge of the menu bar.
  2. Move the slider bar to set the number of generations to include, based on the person shown in the menu bar. The left side of slider shows the maximum number of descendant generations, and the right side shows the maximum number of ancestor generations (10, if available).
  3. To eliminate an event type (Birth, Death, Photo, or Other), clear its checkbox in the center area of the menu bar.
  4. To adjust the date range for events, move the date slider bar.


Goal 7: Print charts and books.

You can create pedigree charts and books from your family tree, with custom designs that you create. You can print the results or send them to MyHeritage for professional printing.

Choices

A Print a variety of charts based on your family tree.

  1. In the Family tree menu, select Print charts & books.
  2. Select the type of chart you want to print. Most options have a Vertical or Horizontal layout you can choose from. A description for each chart is displayed at the right of the screen.
  3. Select the chart style. To see other choices, click the right arrow at the end of the list. Note : The chart style changes the background and border but does not affect the chart type or layout.
  4. If desired, set any of these customization options:
    • Main person—Type a name for the main (starting) person on the chart and select it from the drop-down list. Note: This field is required.
    • Title—Type a title for the main person.
    • Facts for individuals—From the drop-down menu, choose the level of detail to include for each person in the chart. If you choose "Custom", you can select criteria from the Advanced Customization Options screen (see Choice C below).
    • Generations—Show all generations of your tree in the chart, or choose a number of generations.
    • Printing method—Select "single page" to produce a large poster, or multiple pages. With multiple pages, you can select the page size and choose whether boxes on the chart cross page boundaries.
  5. Click Generate Chart to print the chart. The "My charts" screen appears, with a list of all charts you have previously created. When the chart is finished, you will receive a notification in the email account you registered with MyHeritage. You can click the Refresh link (next to "Previously created charts and books") to update the printing status.
  6. To clear the chart settings you have chosenvso you can start over with a new chart, click the "Restore default settings" link (lower right).
  7. Learn more about creating charts in this article.
    MH—Create a Chart of My Family Tree
  8. Learn how to change the title of a family chart you are making.
    MH—Change the Title of a Family Chart
  9. Learn how to print your entire tree on one online page in this article.
    MH—Printing My Entire Family Tree on One Page

B View, print, or delete previously created charts.

  1. At the top of the Charts and Books screen, click My charts.
  2. To view a chart you have created click its title or "View PDF". When the PDF file appears, you can print or save it.
  3. To delete a chart, click Delete and then click Yes in the confirmation window.
  4. To delete a chart, click Delete and then click Yes in the confirmation window.
  5. To order a printed poster from MyHeritage, a) Click the "Order poster" link under your chart and choose the printing options you want (a picture shows the approximate wall size of the chart); b) Click Continue to shipping details; c) Fill in the shipping information; d) Click Next; e) Review your order and click Continue; f) Fill in your payment method details and click Next; and g) Confirm your order information and place the order.
  6. To see previous orders for charts, click My chart orders at the top of the screen.
  7. For questions on chart orders, see the articles referenced in this link.

C Print charts using advanced customization.

  1. Click Advanced customization options. You can then set any of the options in the following steps.
  2. Individuals : Set the display for children in a bowtie chart.
  3. Facts for individuals (not custom) : Select one of the options for birth and death facts.
  4. Custom facts for individuals :
    • a) In the drop-down menu, select a choice for facts (or "All facts"). This populates the selection window on the left with types of facts you can add to your chart. Note: The facts you choose must have corresponding data in the person's tree, or a blank value will be printed in the chart.
    • b) Click one or more facts in the selection window (use the Shift key to select multiples).
    • c) Click Add to add the fact(s) to the "selected" window on the right.
    • d) To remove a fact from the selected window, click it and then click Remove.
    • e) To change the order of where the fact will appear in the chart, click it and then click Move up or Move down.
    • f) If desired, choose another fact type in the selection window on the left and repeat the process above. Your previous choices remain intact.
    • g) Select values for fact labels and fact information.
  5. Photos : Select options for personal photos and photo size.
  6. Design :
    • a) Select the design for boxes in the chart.
    • b) To select a photo frame, click the arrow at the right of the example and choose a shape from the list.
  7. Title decoration: To select a title decoration (for "My Family Tree") frame, click the arrow at the right of the example and choose a shape from the list.
  8. Fonts : Select any Chart element from the list (Title, Names, Fact Text, Footer) and set its font characteristics as follows:
    • a) Select the font from the drop-down list. (A sample is shown at the right.)
    • b) Select the font size.
    • c) Select bold or italic if desired.
    • d) To change the text color, click Text color and select a color from the color picker box.
  9. Background : Set the chart background characteristics as follows:
    • a) Select the background color from the color picker.
    • b) Select a background image: no image, full background image (click the arrow and select an image), tiled background image (click the arrow and select an image), or an image from a URL (type the path to the image to be used).
    • c) Select an option for how the backround image fits on the chart.
    • d) Move the slider bar to set the transparency percentage for the background image.
  10. Frame : To select a frame for the chart, click the arrow at the right of the example and choose a frame from the list.
  11. Lines : Set line characteristics as follows:
    • a) For lines between boxes, set the line color, choose a line width (from 1 to 5, with 5 being thickest), and choose the line type (straight or diagonal).
    • b) For lines between spouses, set the line color and choose a line width (from 1 to 5, with 5 being thickest).
    • c) Set line options for adopted and foster relationships, as well as former spouse relationships.
  12. Click Generate chart to produce a PDF of the chart. For more details, see Choice A above.

D Create a book from your tree.

  1. In the Family tree, click Print charts & books.
  2. Type the name of the main person for the book. This is required.
  3. Select the options you want to include in the family book content.
  4. Set the paper size in the drop-down menu.
  5. Click Generate book.
  6. See Choice A above, after "Generate chart", for the basic steps to follow next.



Goal 8: Add and view sources for ancestor records.

Adding sources to a person's page helps show the evidence for the dates and other information that have been added.

Choices

A Add sources to a record.

  1. Open a Person window for someone in your tree.
  2. Click Profile.
  3. Click Edit profile (below the photo).
  4. Click All facts (bottom left). The facts for the person are listed on the screen.
  5. Click "Add a source citation" for the fact that needs a source.
  6. If there is an existing source you want to use, click "Select source" and select it from the drop-down list. Otherwise,
  7. To add a new source, a) Click "Add a new source"; b) In the Add New Source window, fill in the Source Title (required) and any other fields as desired; c) If you want to add a photo, audio file, or document to the source, click the link at the bottom and follow the prompts; and d) Click OK.
  8. In the edit window, add citation text.
  9. If applicable, add a URL for the citation.
  10. In the Confidence drop-down window, select the degree of confidence you have in the accuracy and relevance of the source.
  11. In the Date category, click the "Exactly" link to choose a condition or range for the date ("before", "after", etc.). Some values will require a range of dates to be entered. If you select "Free text" you can type a description of the time period.
  12. If desired, click "Add a photo" and follow the upload instructions.
  13. Click Save and close to save the source.

B View your recorded sources and citations.

  1. In the Family tree menu, click Sources. Your sources are listed on the page, by title.
  2. To list the sources by how many times they are attached as citations, click the "Citations" link. The sources are then listed from most citations to least.
  3. If there are multiple pages of sources, click a page number link or a blue arrow to view a different page.
  4. To set the number of sources appearing on the page, click the "Per page" link and choose a value in the drop-down list.
  5. To see the details for a source, click its title in the list. This opens areas for Details, Photos, and Citations.
  6. To edit details for a source, a) Click Edit source; b) Fill in the Edit Source fields; and c) Click OK.
  7. To delete a source, a) Click Delete source; and b) Click Yes in the confirmation dialog. Important: Deleting a source also deletes all citations associated with it.
  8. To return to the Source list, click Source (top of the page).
  9. You can also view, edit, or delete a source by hovering over the Actions column for the source and clicking View, Edit, or Delete.
  10. To search ...


Goal 9: Check and manage your MyHeritage tree.

You can use the Tree Checker tool to find and resolve data issues in your tree, and you can switch between trees and merge trees when necessary.

Choices

A Check your tree for consistency and data issues.

  1. In the Family tree menu, click Tree Checker. The Tree Checker tool scans your family tree to find issues that need to be corrected, and it provides tips for correcting them. At the top, statistics are displayed for the number of issues found, number of people checked, estimated time left in the check, and percent of completion.
  2. To correct an issue, read the tip and click the person's name. In the person's Essentials page you can provide the correct information. You can also see more information about the issue by clicking the information button next to it.
  3. To stop a Tree Checker scan, click the X (upper right).
  4. To hide or show the results of a particular issue, click the arrow that appears at the right of the issue heading.
  5. To disable checking for a particular issue, click the X that appears at the right of the issue heading.
  6. When the scan completes, you can run it again (circle-arrow), or print the results (printer icon), or change the Consistency Checker settings (wheel icon).
  7. In the Consistency Checker settings window you can see the possible types of errors and warnings. To disable a particular issue from being scanned for, clear its check box.

B Manage your tree.

  1. Learn how to switch between multiple sites.
    MH—Switch to a Different Site, if I Have More than One Site.
  2. This article explains how to merge two family trees.
    MH—Edit Someone's Details in My Online Tree.


Goal 10: Use Smart Matches in your family tree.

Smart Matches are ...

Choices

A Learn about Smart Matches.

  1. TBD ...
  2. Learn more about Smart Matches in this article.
    MH—What Is Smart Matching?
  3. Learn how to save Smart Matches to your tree.
    MH—Save Information from Smart Matches to My Family Tree
  4. Check your smart matches from the MyHeritage mobile app.
    MH—Checking my Smart Matches from the MyHeritage App

B Ignore or reject Smart Matches.

  1. TBD ...
  2. Learn how to ignore Smart Matches from specific trees.
    MH—Ignore Smart Matches from Specific Trees
  3. Learn more about Smart Matches in this article.
    MH—What Is Smart Matching?.
  4. Learn more about Smart Matches in this article.
    MH—What Is Smart Matching?

C Manage Smart Matches coming from other trees.

  1. TBD ...
  2. Learn how to merge your Smart Matches from another tree.
    MH—Merging Smart Match Results from Another Family Site
  3. Learn how to confirm all Smart Matches coming from a specific tree.
    MH—Confirming all Smart Matches from a Specific Tree
  4. Learn how to disable Smart Matches.
    MH—Disabling Smart Matches


Goal 11: Use Record Matches and Discoveries.

Record Matches are ...

Choices

A Learn about Record Matches.

  1. Learn about Record Matches by person.
    MH—Matches by People
  2. Learn about Record Matches by Source.
    MH—Matches by Source
  3. Learn how to get Record Matches.
    MH—Do I Need a Subscription to Access Record Matches? | MH—How Do I get Record Matches?

B Use Record Matches with profiles.

  1. Learn how to use the Discoveries section on your site.
    MH—Using the Discoveries Section

C Handle Record Matches for your tree.

  1. Learn how to use the Discoveries section on your site.
    MH—Using the Discoveries Section
  2. Learn how to extract information from Record Matches.
    MH—Extracting Information from Record Matches
  3. Confirm matches in the Discoveries section. MH—Confirming a Record Match
  4. Reject Record Matches in the Discoveries section.
    MH—Rejecting a Record Match
  5. Ignore Record Matches for an individual.
    MH—Ignore All Matches for an Individual

D Use Instant Discoveries for your tree.

  1. Learn about person discoveries in this article.
    MH—What Are Person Discoveries?
  2. Learn how to add a person discovery to your tree.
    MH—Adding a Person Discovery to My Tree | MH—What Happens When I Add a Person Discovery?
  3. Learn more about Smart Matches in this article.
    MH—What Is Smart Matching?