User:TrishaKougioulis/Sandbox/User Guidance Training Manual

Welcome to User Guidance
We are happy to have you as a new member of the User Guidance Team! The contents of this page are intended to help you understand what FamilySearch Historical Records Wiki articles are, navigate through each article section, learn the tools that are required to create the articles, upload images, and other templates you will use when creating the FamilySearch Historical Articles.

Your User Guidance trainer will go through each section with you to provide more in-depth explanations about each section in this training guide and will also work with you while going through each step. Once you start getting more comfortable creating an article, finding and using templates and flags and maps, this page will be your first go-to for finding answers. If you are unable to find what you are looking for or do not understand the instructions, please ask your trainer or your unit supervisor for help. Asking for help or clarification will save you and your team a lot of time and editing in the future.

Take notes! Taking notes will help you become more familiar and self-sufficient when creating articles. Notes will also be your safety net if no one is in the office to answer a question.

The User Guidance Team
There are currently three full time employees on the UG Team. Please be sure to memorize the FamilySearch Purpose Statement and study the quality standards. FamilySearch strives to be a "4th Nephi Culture" Quality Standards and Purpose Statement
 * Jeff Svare, AG, Content Manager, Historical Records, Data Analyst
 * Jeff is a jack of all trades. He specializes in Nordic genealogy. His localities include all of United Kingdom, all of Europe/Scandinavia, Australia and New Zealand, Asia, and Polynesia/Melanesia/Micronesia. Jeff been working for User Guidance since 2014, and has been with FamilySearch since 1987
 * Ken Nelson, Project Manager 1
 * Ken is our Military Records guru. He works extensively in the NARA (National Archives Records Administration, www.archives.gov), and he can answer almost anything about American Military History
 * His localities are The United States, Canada, and United States Minor Outlying Islands
 * Trisha Kougioulis, Research Consultant 2
 * Trisha has been with User Guidance for three years. Trisha trains missionaries and new contractors or employees, writes articles, edits and corrects published articles, assists Jeff with projects, and she specialzes in Greek genealogy and history.
 * Her localities are Africa, the Caribbean, South America, Central America, Mexico, and Greece
 * Make no mistake, Trisha is the boss

Terminology
Below are words and terms that you should become familiar with. You will hear them frequently and use them often.
 * Browse hierarchy: These are the image waypoints specified by the Records Operations Managers to identify how the images can be viewed in a browse
 * Collection: Records from a specific location or organization published on FamilySearch
 * Collection Details Page: The first page that appears when a patron searches for a collection. It is a summary page that gives a brief description of the records, the citation, and options for searching within the collection. It also is the vehicle for accessing our articles through the “How Do I Use This Collection” button
 * CID: Collection Identification Number. This is a seven digit number associated with the collection. Every published collection has an assigned CID.
 * FamilySearch Historical Records article: These are articles written by our team. Jeff, Ken, and Trisha all have different continents/countries/categories. For example, Jeff does the articles for countries north of the equator, Ken does all the U.S. and military collections, and Trisha is in charge of all countries south of the equator and France
 * OmniTable: The OmniTable is an excel document we use to track each FamilySearch Historical Records article. There are two versions, The Omnitable USA and The Omnitable - International

Prioritizing
The only thing that trumps writing new articles is writing articles for collections that have already published. These are often collections that published with no advance notice. Ken or Trish will send you an email with the following:
 * Publishable title
 * CID
 * Browse hierarchy (if there isn’t one the To Browse This Collection, View the Images sections and the aren’t needed)
 * Source list (to find sample images)
 * Custodian
 * Publishable description
 * Occasionally you will be asked to add the article to the Omnitable. There will be a specific request and you will be give the PPQ and the name of the project manager
 * Normal FamilySearch Historical Records articles should be set aside until the urgent articles are finished

Special Projects
You should always have a special project to work on. This will be assigned by Trisha, and you'll be provided instructions by Jeff, Ken, or Trisha, depending on who is in charge of the project.
 * These projects are the last priority
 * Stop working on these if you're asked to do an article or something more urgent

Creating a Sandbox
On the list on the left side of the page you will see a link that says "Personal Sandbox". You will need to create this right away. Your trainer will help you if you have any questions. 1. In the right upper hand side of this page you will see a search box. Type in the following: User:yourusername/sandbox. For example: User:SvareJM/Sandbox. You can use your sandbox to create, practice, save hyperlinks, and it will not publish to the Wiki.

Creating a FamilySearch Historical Records (FSHR) Article
Before you begin creating your FSHR articles, please refer to FamilySearch Wiki:Manual of Style. Keep this open in another tab so you can refer to it while you are writing the article. I highly recommend using this page while you proof-read what you've written to ensure all of the guidelines have been followed correctly. Each Historical Records article consists of three parts:
 * 1) Breadcrumbs
 * 2) Infobox
 * 3) Flags and maps
 * 4) Article headers

Document Templates
These are some of the templates you will use in creating FamilySearch Historical Records (FSHR) articles.
 * Breadcrumbs show the political jurisdictions going back from the locality the article is for to the country level. Instructions can be found at Template:Breadcrumb/doc.
 * Infoboxes are the eye-catching stuff on the right side of the page that give users links to other helpful material
 * Remember to refer to FamilySearch Wiki:Manual of Style for any stylistic questions
 * Document Template with instructions. Please read through the template and instructions thoroughly. This will help you better understand the purpose of the FamilySearch Historical Records Wiki articles as you move through your training

Creating Categories
See: Category and Locality Parameters

Columns

 * Creating columns

Linking to PDF Files in the Wiki
This was previously published as a Word doc for the User Guidance team.

I've come across a couple of instances in the wiki where there is a link to a PDF file. The way this file is being called may have worked a couple of years ago, but it was definitely broken with 2016 upgrade.

So, what am I talking about? This sentence was in the Denmark, Copenhagen City, Civil Marriages article:


 * "A PDF version of an older edition of the complete word list may be accessed with the following link: Danish Genealogical Word List October 2010.pdf."

In this link File: refers to a namespace (location) where the object (the file) can be found. Another namespace we use frequently is Image: to display image files (like JPGs and PNGs) on the wiki.

The above link takes the user to the (go ahead&mdash;click it so you can see what we're talking about) where they will see the file information and probably be very confused as to why they are there and what they should do next.

If they click on the filename that appears below the PDF icon the file will be downloaded. But that's an unnecessary step, and most users won't know to do it, and writing instructions to tell them how is just … wrong. And unnecessary.

Substituting Image: for File: doesn't work, because a PDF file isn't an image. So, what can be done to make this work?

Construct the link using the Media: namespace which allows users to download the file with a single click, and lets you add a name or description which will display instead of the filename.

Here's the syntax: [[Media: | ]]

And here’s what this link should look like in WikiText: [[Media:Danish Genealogical Word List October 2010.pdf|Danish Genealogical Word List October 2010]] Which when added to the existing text will display like this:


 * A PDF version of an older edition of the complete word list may be accessed with the following link: Danish Genealogical Word List October 2010.

When the user clicks on the link the file is automatically downloaded to their computer.

Article Checklist
The article is not complete until you review the FamilySearch Historical Records Article Checklist. After you have reviewed the article and corrected any mistakes or added missing information, you are done. Please email the person who assigned you the article that it is finished.

Sample Images
Uploading Files to the FamilySearch Wiki Follow these directions to add sample images to an article
 * Go to Uploading Files to the FamilySearch Wiki
 * If you've used the correct ending of the filepath name (.jpg) the uploaded image will display correctly
 * Fill in the description of the image in the "|Name of Record" field so the user knows what type of record they are viewing
 * If you need to edit images see Irfanview
 * You can resize, straighten, adjust color, clarity, to make the image quality better

Email
Check your email regularly. We suggest you leave it open and minimized on your screen. The best way to keep your email organized is to create separate subfolders in your inbox. Suggestions include: The categories that are in bold are must haves. As you begin to get more email, you can decide if you need to create more folders or elminate ones you have created. Your trainer will help you set up your folders and create the rules associated with each one.
 * Jeff Svare
 * Ken Nelson
 * Trisha Kougioulis
 * User Guidance
 * Wiki
 * Watch Pages
 * Daily Connect
 * Special Projects

FHD Connect

 * FHD Connect is a site specifically for the Family History Department. Here you'll find the Daily Connect Archive, All-hands meetings, department links, organizations, and quick links.

Technical Support
If you are experiencing any problems with your computer, audio, connectivity, or any other technical problem that cannot be solved by trouble shooting, call the Church Help Desk @ 2-Help (when calling from your desk or inside the library), or type http://help/ in the address bar, and you will be connected with the Help Desk.