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 Danish and other Scandanvian genealogy. He has been working on the Wiki 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
 * Trisha Kougioulis, Research Specialist 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
 * 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:
 * Catalog publication:

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 Trish, and you'll be provided instructions by Jeff, Ken, or Trish, 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 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) Article headers

Uploading Files For instructions on how to upload files to the Wiki, read these instructions
 * Uploading Files to the FamilySearch Wiki
 * Creating columns

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 thouroughly. 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

Sample Images
Uploading Files to the FamilySearch Wiki To edit the images you upload to the Wiki, you'll use Irfanview. Among many other things, Irfanview will let you resize an image, straighten, adjust color, clarity, and use other tools to make the image quality better.

The coding you'll use to insert the images in the article is:

If you've used the correct ending of the filepath name (.jpg) the images you upload will display correctly. At the end of the file name, there is "|Name of Record". You need to type the description of the record here or the user may not know what they are looking at when they open the image.

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.