Detail Page - Search Records

Richard D Thorpe

On the Detail Page under the Search Records (on the right side) the first link is FamilySearch.

Is the a KA, Rootstech session, Youtube video, that goes into detail and demostrates how to use this feature?

Elder Thorpe

Gordon Collett

This feature is really just the same as using Search. All it does is pre-fill some of the search fields for you.

I don't use it too often because I find it easier to use Search and fill in just the fields I want rather than to use this link and then need to erase all the fields I don't want filled in.

Brett .

@Richard D Thorpe

Richard

I am just another 'lowly' User/Patron ...

Just in passing ...

For starters ...

Here are, "Knowledge Articles", in 'FamilySearch'; and, Articles, from the 'FamilySearch' "Blog" ...

Some "Knowledge Articles", in 'FamilySearch':

[ SOME are NOW, rather 'Dated' (as, "Noted"); and, possibly, NEED "Updating" ... ]

Search tips for historical records

[ Article ID: 803 ... Dated: 20 April 2020 ... ]

https://www.familysearch.org/en/help/helpcenter/article/when-i-am-searching-historical-records-what-are-the-best-practices-and-tips

Search tips for historical records • FamilySearch

https://www.familysearch.org/en/help/helpcenter/article/when-i-am-searching-historical-records-what-are-the-best-practices-and-tips

Learn field-specific search tips and advanced techniques for searching our indexed historical records collections.

How do I search all historical records collections at once?

[ Article ID: 1470 ... 'Dated": 20 April 2020 ... ]

https://www.familysearch.org/en/help/helpcenter/article/how-do-i-search-all-of-the-record-collections-in-historical-records-at-once

Search all historical records collections • FamilySearch

https://www.familysearch.org/en/help/helpcenter/article/how-do-i-search-all-of-the-record-collections-in-historical-records-at-once

Learn how to search all historical records collections at once.

How do I change how search results in historical records are formatted?

https://www.familysearch.org/en/help/helpcenter/article/how-do-i-change-the-format-of-the-search-results-in-historical-records

How do I change the format of the search results in historical records? • FamilySearch

https://www.familysearch.org/en/help/helpcenter/article/how-do-i-change-the-format-of-the-search-results-in-historical-records

When you search historical records, you can change the format of the search results.

How do I filter the search results in historical records?

https://www.familysearch.org/en/help/helpcenter/article/filter-the-search-results-in-historical-records

Filter the search results in historical records • FamilySearch

https://www.familysearch.org/en/help/helpcenter/article/filter-the-search-results-in-historical-records

After you search historical records, for more relevant information, filter the search results.

Limits to visible search results in historical records

[ Article ID: 1160 ... 'Dated': 20 April 2020 ... ]

https://www.familysearch.org/en/help/helpcenter/article/limits-to-visible-search-results-in-historical-records

Limits to search results in historical records • FamilySearch

https://www.familysearch.org/en/help/helpcenter/article/limits-to-visible-search-results-in-historical-records

Using filters gives you fewer search results, but those results are more likely to be useful.

How do I understand my search results in historical records?

[ Article ID: 1409 ... 'Dated': 20 April 2020 ... ]

https://www.familysearch.org/en/help/helpcenter/article/how-do-i-understand-my-search-results-in-historical-records

Search results in historical records • FamilySearch

https://www.familysearch.org/en/help/helpcenter/article/how-do-i-understand-my-search-results-in-historical-records

Your search results in historical records can be a valuable resource. Use the following tips to get the most out of them.

In Historical Records, the search results don't match my search

[ Article ID: 1593 ... 20 April 2020 ... ]

https://www.familysearch.org/en/help/helpcenter/article/in-historical-records-the-search-results-dont-match-my-search

Historical Record search results • FamilySearch

https://www.familysearch.org/en/help/helpcenter/article/in-historical-records-the-search-results-dont-match-my-search

In Historical Records, you can filter your results or adjust your search to find information.

How do I find an image in an unindexed collection in Historical Records?

[ Article ID: 1595 ... 20 April 2020 ... ]

https://www.familysearch.org/en/help/helpcenter/article/how-do-i-find-an-image-in-an-unindexed-collection-in-historical-records

Search unindexed record images • FamilySearch

https://www.familysearch.org/en/help/helpcenter/article/how-do-i-find-an-image-in-an-unindexed-collection-in-historical-records

You can browse through unindexed record collections to see if it contains the record that you want.

Whereas ...

Some Articles, from the 'FamilySearch' "Blog" ...

Getting the Most from Your Search: Understanding the Search Records Page

https://www.familysearch.org/en/blog/search-historical-records-update

Search Historical Records Page Update • • FamilySearch Blog

https://www.familysearch.org/en/blog/search-historical-records-update

FamilySearch updated the historical records search page to make searching for your ancestors easier. Come check out what’s new on the records search page!

Advanced Strategies for Searching Historical Records

https://www.familysearch.org/en/blog/advanced-strategies-searching-records

Advanced Strategies for Searching Historical Records • • FamilySearch Blog

https://www.familysearch.org/en/blog/advanced-strategies-searching-records

FamilySearch updated the search historical records page. Learn some advanced search strategies to help you find your ancestors!

Good Luck.

I hope, that this may help/assist, somewhat.

Brett

Brett .

@Richard D Thorpe

Richard

Furthermore ...

Here are some 'Posts' in this "Community.FamilySearch" Forum ...

In relation to, the "Changes" of, the NEW "Search Records"; and, the resulting "Results" page/screen ...

You are certainly not alone ...

We are ALL 'Struggling' ...

And, just in case you, were not aware ...

Here are some FOUR (x4) posts, in date (and, post) order of being posted, from someone, stating, to be part of the 'FamilySearch' Team that, 'Designed'; and, 'Developed", the the NEW "Results" page/screen, for "Search Records", which appears, in some of the posts, to give some "Instruction", on HOW to use the NEW "Results" page/screen, for "Search Records".

"Ideas" (ie. 'Feedback) Section

15 July 2021

[ 1 ] Discussion 90536

'Category' = Records (Searching And Viewing)

Home > Ideas > Records (Searching And Viewing)

Hello FamilySearch Community! Try out the new update to Record Search.

https://community.familysearch.org/en/discussion/90536/hello-familysearch-community-try-out-the-new-update-to-record-search

Hello FamilySearch Community! Try out the new update to Record Search.

Casey Robinson 001

Jul 14, 2021

Hello FamilySearch Community!

The Search team at FamilySearch has been working on a new (and hopefully improved) version of our historical records search. We're always open to feedback, and if you have some thoughts that are kind, specific, and constructive, I will be monitoring this thread looking for additional improvements for our team to consider implementing before we make it available for everyone.

To access the new version of the page, visit beta.familysearch.org/search/

Thanks for your help!

---

View Post

29 September 2021

[ 2 ] Discussion 103619

'Category' = General User Interface

Home > Ideas > General User Interface

FamilySearch's Updates to the Search Page

https://community.familysearch.org/en/discussion/103619/familysearchs-updates-to-the-search-page

FamilySearch's Updates to the Search Page

Casey Robinson 001

Sep 28, 2021

Thank you all for the extensive feedback we have been getting on the results page. We know this is a beloved page at FamilySearch, and we are working very hard to make a good experience for all of our users. We are reading your feedback, and trying to further improve upon what we have created. I want to address a few of the changes we've made, and why we've made them, as well as share some insight as to the extensive testing that has gone into these new pages.

First, we went to a lot of lengths to make sure all of the features you enjoyed on the old page are still there on the new page, but many of them have changed. Here's a quick overview of where you can find some of those features:

1. Selecting one (or more) collections as a filter: Previously while on the search results page, there was a tab that said "Collections" from there you could check which collections you wanted to search in and apply the filter. This feature has been moved to the section labeled "Filter Results", there is a small button called "Collections". When selected a side panel will pop out with all the same features as the previous version. We have added new features to help you in your research here as well. Now you can search for a specific collection and select it quickly by using the search bar at the top of the side panel. This change was made to make the collections filter work right alongside all of our other filters. Now all of our filters are together in one place.
2. Search for records in a specific place: Previously on our search page, you could enter a country and state/province to restrict your results to only show records from those places. On the new search page, this is still available under the "More Options" button. When the panel comes out the location search option is in the same place as the old version, except it's not open by default, so you can find the button that says "Location" under more options and the text fields of Country and State/Province will allow you to enter that same information. Similarly, the "Type" button right next to "Location", will allow you to choose what kind of records you'd like to see, for example, Birth Records. This change was made because our data shows that this search was used less often than other features, and often brought back too few results for our users.
3. Exact Searching: Previously on our search page, there was a little check box next to most search fields on our form. They were unlabeled but were used to search exactly on that field. On the new page you can access this feature by clicking "More Options", and at the bottom of the side panel, enabling the toggle labeled "Show Exact Search". When enabled, you will see the checkboxes next to each field. We know this is an extra step from how the old version works, but we made this change intentionally because the exact searching checkboxes greatly reduce the number of results our user gets, and commonly creates a bad experience. You can often miss out on relevant records if this feature isn't used prudently. It is a helpful feature if you are familiar with how it works, but it can be detrimental if you do not. So to prevent our non-expert level users from having a bad experience, we added the extra step.

A few other features have moved as well, but if you have any trouble doing something in the new page that was in the old one, reply to this thread, and I'll try to let you know how it works in the new page. We want our expert users to also have all the power they need in doing complex searches, and we introduced a number of new features we think you'll love.

1. Filter by Race (find it under the "Filter Results" buttons)
2. Filter by Sex (find it under the "Filter Results" buttons)
3. Finding a collection to filter by typing the collection title's name (Select the "Collections" button under "Filter Results", there's a search box at the top of the side panel to type the collection title)
4. User Preference (Under more options, click the "Preferences" tab)

• Data Sheet Layout - This is an entirely new way to view your search results. Each piece of information is shown in its own column in the table of results, you can also customize the datasheet layout and select which columns you are most interested in seeing.

• Display Information - You can choose how much information you would like to see about each search result in the table. Default is similar to what we've always had, but you can select "All Information" and you will see additional information on the record like Sex, Race, Residences, and Age. Or choose Minimal where you will see less information per row, but you will be able to see more results on the page at a given moment because the rows are condensed.

• Translation Options - Choose between whether you would like to see what was on the original record, in the original language the record was written in, or see the record information as FamilySearch has interpreted and translated it to your preferred language.

There are also several other new features that will help you find the record you are looking for more efficiently.

I hear a lot of feedback asking to go back to the old search page, and I want to be straightforward in why that is unlikely at this point. We have done extensive testing of this new page from a lot of different types of users, as well as gathering feedback to best understand the needs of our users. Some users are experts, others it will be their first time doing family history work, and we want to make sure each of you has a good experience. The new page has shown that it provides a better experience in these tests. While the page was in Beta we have also been measuring how successful users are at going from the first page to the results page, to attaching a record to the tree. Our data tells us that our users are doing better and are being more successful on this new page despite having to deal with the learning curve. As listed above we have built-in new features and kept all of our old features with this new page. It has also represented many many hours of our expert development team creating these new pages. For these reasons, it is unlikely that we will simply go back to the way that it was, BUT with that said, we will be looking to improve this new page further and listening to feedback from our users as we do so.

In regards to the simple search that just has the 4 fields at the top, vs the "More Options" search, again we have found that our newer users are less intimidated by all the options of our old page, and prefer the simpler search. Those 4 fields (First Name, Last Name, Place, and Year) have been found to be the least likely fields to bring back a "No Results" page, while still providing some level of detail to narrow down your results. Again all the additional options you have come to love on the old page will be found under the "More Options" button.

In regards to performance, we have also done extensive performance testing on this page, and it should have load times that are ~30% faster than the old page.

I know it's a big change, but it's an important one that we currently believe is in the right direction that allows our expert users to still have all the tools they need to be effective (and adding some new ones) while making the page simpler and less intimidating as we invite new users to learn more about their family.

One last request, I'm happy to respond to comments (As my time allows, this isn't my primary responsibility), but please be Specific, Constructive, and Kind on any feedback you have. Happy Searching

---

View Post

[ 3 ] Discussion 103620

'Category' = Records (Searching And Viewing)

Home > Ideas > Records (Searching And Viewing)

FamilySearch Employee Responding to Search Page Feedback

https://community.familysearch.org/en/discussion/103620/familysearch-employee-responding-to-search-page-feedback

FamilySearch Employee Responding to Search Page Feedback

Casey Robinson 001

Sep 28, 2021

Thank you all for the extensive feedback we have been getting on the results page. We know this is a beloved page at FamilySearch, and we are working very hard to make a good experience for all of our users. We are reading your feedback, and trying to further improve upon what we have created. I want to address a few of the changes we've made, and why we've made them, as well as share some insight as to the extensive testing that has gone into these new pages.

First, we went to a lot of lengths to make sure all of the features you enjoyed on the old page are still there on the new page, but many of them have changed. Here's a quick overview of where you can find some of those features:

1. Selecting one (or more) collections as a filter: Previously while on the search results page, there was a tab that said "Collections" from there you could check which collections you wanted to search in and apply the filter. This feature has been moved to the section labeled "Filter Results", there is a small button called "Collections". When selected a side panel will pop out with all the same features as the previous version. We have added new features to help you in your research here as well. Now you can search for a specific collection and select it quickly by using the search bar at the top of the side panel. This change was made to make the collections filter work right alongside all of our other filters. Now all of our filters are together in one place.
2. Search for records in a specific place: Previously on our search page, you could enter a country and state/province to restrict your results to only show records from those places. On the new search page, this is still available under the "More Options" button. When the panel comes out the location search option is in the same place as the old version, except it's not open by default, so you can find the button that says "Location" under more options and the text fields of Country and State/Province will allow you to enter that same information. Similarly, the "Type" button right next to "Location", will allow you to choose what kind of records you'd like to see, for example, Birth Records. This change was made because our data shows that this search was used less often than other features, and often brought back too few results for our users.
3. Exact Searching: Previously on our search page, there was a little check box next to most search fields on our form. They were unlabeled but were used to search exactly on that field. On the new page you can access this feature by clicking "More Options", and at the bottom of the side panel, enabling the toggle labeled "Show Exact Search". When enabled, you will see the checkboxes next to each field. We know this is an extra step from how the old version works, but we made this change intentionally because the exact searching checkboxes greatly reduce the number of results our user gets, and commonly creates a bad experience. You can often miss out on relevant records if this feature isn't used prudently. It is a helpful feature if you are familiar with how it works, but it can be detrimental if you do not. So to prevent our non-expert level users from having a bad experience, we added the extra step.

A few other features have moved as well, but if you have any trouble doing something in the new page that was in the old one, reply to this thread, and I'll try to let you know how it works in the new page. We want our expert users to also have all the power they need in doing complex searches, and we introduced a number of new features we think you'll love.

1. Filter by Race (find it under the "Filter Results" buttons)
2. Filter by Sex (find it under the "Filter Results" buttons)
3. Finding a collection to filter by typing the collection title's name (Select the "Collections" button under "Filter Results", there's a search box at the top of the side panel to type the collection title)
4. User Preference (Under more options, click the "Preferences" tab)

• Data Sheet Layout - This is an entirely new way to view your search results. Each piece of information is shown in its own column in the table of results, you can also customize the datasheet layout and select which columns you are most interested in seeing.

• Display Information - You can choose how much information you would like to see about each search result in the table. Default is similar to what we've always had, but you can select "All Information" and you will see additional information on the record like Sex, Race, Residences, and Age. Or choose Minimal where you will see less information per row, but you will be able to see more results on the page at a given moment because the rows are condensed.

• Translation Options - Choose between whether you would like to see what was on the original record, in the original language the record was written in, or see the record information as FamilySearch has interpreted and translated it to your preferred language.

There are also several other new features that will help you find the record you are looking for more efficiently.

I hear a lot of feedback asking to go back to the old search page, and I want to be straightforward in why that is unlikely at this point. We have done extensive testing of this new page from a lot of different types of users, as well as gathering feedback to best understand the needs of our users. Some users are experts, others it will be their first time doing family history work, and we want to make sure each of you has a good experience. The new page has shown that it provides a better experience in these tests. While the page was in Beta we have also been measuring how successful users are at going from the first page to the results page, to attaching a record to the tree. Our data tells us that our users are doing better and are being more successful on this new page despite having to deal with the learning curve. As listed above we have built-in new features and kept all of our old features with this new page. It has also represented many many hours of our expert development team creating these new pages. For these reasons, it is unlikely that we will simply go back to the way that it was, BUT with that said, we will be looking to improve this new page further and listening to feedback from our users as we do so.

In regards to the simple search that just has the 4 fields at the top, vs the "More Options" search, again we have found that our newer users are less intimidated by all the options of our old page, and prefer the simpler search. Those 4 fields (First Name, Last Name, Place, and Year) have been found to be the least likely fields to bring back a "No Results" page, while still providing some level of detail to narrow down your results. Again all the additional options you have come to love on the old page will be found under the "More Options" button.

I know it's a big change, but it's an important one that we currently believe is in the right direction that allows our expert users to still have all the tools they need to be effective (and adding some new ones) while making the page simpler and less intimidating as we invite new users to learn more about their family.

One last request, I'm happy to respond to comments (As my time allows, this isn't my primary responsibility), but please be Specific, Constructive, and Kind on any feedback you have. Happy Searching

---

View Post

[ 4 ] Discussion 103621

'Category' = Records (Searching And Viewing)

Home > Ideas > Records (Searching And Viewing)

FamilySearch Employee Responding to Search Page Feedback

https://community.familysearch.org/en/discussion/103621/familysearch-employee-responding-to-search-page-feedback

FamilySearch Employee Responding to Search Page Feedback

Casey Robinson 001

Sep 28, 2021

Thank you all for the extensive feedback we have been getting on the results page. We know this is a beloved page at FamilySearch, and we are working very hard to make a good experience for all of our users. We are reading your feedback, and trying to further improve upon what we have created. I want to address a few of the changes we've made, and why we've made them, as well as share some insight as to the extensive testing that has gone into these new pages.

First, we went to a lot of lengths to make sure all of the features you enjoyed on the old page are still there on the new page, but many of them have changed. Here's a quick overview of where you can find some of those features:

1. Selecting one (or more) collections as a filter: Previously while on the search results page, there was a tab that said "Collections" from there you could check which collections you wanted to search in and apply the filter. This feature has been moved to the section labeled "Filter Results", there is a small button called "Collections". When selected a side panel will pop out with all the same features as the previous version. We have added new features to help you in your research here as well. Now you can search for a specific collection and select it quickly by using the search bar at the top of the side panel. This change was made to make the collections filter work right alongside all of our other filters. Now all of our filters are together in one place.
2. Search for records in a specific place: Previously on our search page, you could enter a country and state/province to restrict your results to only show records from those places. On the new search page, this is still available under the "More Options" button. When the panel comes out the location search option is in the same place as the old version, except it's not open by default, so you can find the button that says "Location" under more options and the text fields of Country and State/Province will allow you to enter that same information. Similarly, the "Type" button right next to "Location", will allow you to choose what kind of records you'd like to see, for example, Birth Records. This change was made because our data shows that this search was used less often than other features, and often brought back too few results for our users.
3. Exact Searching: Previously on our search page, there was a little check box next to most search fields on our form. They were unlabeled but were used to search exactly on that field. On the new page you can access this feature by clicking "More Options", and at the bottom of the side panel, enabling the toggle labeled "Show Exact Search". When enabled, you will see the checkboxes next to each field. We know this is an extra step from how the old version works, but we made this change intentionally because the exact searching checkboxes greatly reduce the number of results our user gets, and commonly creates a bad experience. You can often miss out on relevant records if this feature isn't used prudently. It is a helpful feature if you are familiar with how it works, but it can be detrimental if you do not. So to prevent our non-expert level users from having a bad experience, we added the extra step.

A few other features have moved as well, but if you have any trouble doing something in the new page that was in the old one, reply to this thread, and I'll try to let you know how it works in the new page. We want our expert users to also have all the power they need in doing complex searches, and we introduced a number of new features we think you'll love.

1. Filter by Race (find it under the "Filter Results" buttons)
2. Filter by Sex (find it under the "Filter Results" buttons)
3. Finding a collection to filter by typing the collection title's name (Select the "Collections" button under "Filter Results", there's a search box at the top of the side panel to type the collection title)
4. User Preference (Under more options, click the "Preferences" tab)

• Data Sheet Layout - This is an entirely new way to view your search results. Each piece of information is shown in its own column in the table of results, you can also customize the datasheet layout and select which columns you are most interested in seeing.

• Display Information - You can choose how much information you would like to see about each search result in the table. Default is similar to what we've always had, but you can select "All Information" and you will see additional information on the record like Sex, Race, Residences, and Age. Or choose Minimal where you will see less information per row, but you will be able to see more results on the page at a given moment because the rows are condensed.

• Translation Options - Choose between whether you would like to see what was on the original record, in the original language the record was written in, or see the record information as FamilySearch has interpreted and translated it to your preferred language.

There are also several other new features that will help you find the record you are looking for more efficiently.

I hear a lot of feedback asking to go back to the old search page, and I want to be straightforward in why that is unlikely at this point. We have done extensive testing of this new page from a lot of different types of users, as well as gathering feedback to best understand the needs of our users. Some users are experts, others it will be their first time doing family history work, and we want to make sure each of you has a good experience. The new page has shown that it provides a better experience in these tests. While the page was in Beta we have also been measuring how successful users are at going from the first page to the results page, to attaching a record to the tree. Our data tells us that our users are doing better and are being more successful on this new page despite having to deal with the learning curve. As listed above we have built-in new features and kept all of our old features with this new page. It has also represented many many hours of our expert development team creating these new pages. For these reasons, it is unlikely that we will simply go back to the way that it was, BUT with that said, we will be looking to improve this new page further and listening to feedback from our users as we do so.

In regards to the simple search that just has the 4 fields at the top, vs the "More Options" search, again we have found that our newer users are less intimidated by all the options of our old page, and prefer the simpler search. Those 4 fields (First Name, Last Name, Place, and Year) have been found to be the least likely fields to bring back a "No Results" page, while still providing some level of detail to narrow down your results. Again all the additional options you have come to love on the old page will be found under the "More Options" button.

In regards to performance or speed, we have also done extensive testing on the time it takes to load the page, and have concluded that load times should be reduced by ~30% in comparison to the old page.

I know it's a big change, but it's an important one that we currently believe is in the right direction that allows our expert users to still have all the tools they need to be effective (and adding some new ones) while making the page simpler and less intimidating as we invite new users to learn more about their family.

One last request, I'm happy to respond to comments (As my time allows, this isn't my primary responsibility), but please be Specific, Constructive, and Kind on any feedback you have. Happy Searching

---

View Post

I hope, that some of the information in these posts, may offer some help/assistance.

And ...

There are OTHER posts throughout this Forum, where the instigator of the above posts has responded with, advice; direction; instruction; help/assistance, on the NEW "Results" page/screen, of "Records Search" ('FamilySearch').

Now ...

That Said ...

You may like to ADD, your thoughts/comments, in those particular posts; so that, your thoughts/comments, like those of MANY other UNHAPPY Users/Patrons, ARE 'seen', by the Team, in 'FamilySearch', that 'Designed'; and, 'Developed" the NEW look "Search".

As you can 'see' from those posts ...

DESPITE, all the NEGATIVE 'Feedback', with regard to the NEW "Results" page/screen, for "Search Records", from those that matter, the 'lowly' User/Patrons, where the NEW "Results" page/screen, for "Search Records", was 'foisted' upon them; BEFORE, being "Fully" released to ALL User/Patrons - 'FamilySearch' RELEASED the NEW "Results" page/screen, for "Search Records", to ALL Users/Patrons.

And, that is ALSO, 'Despite' ALL the NEGATIVE 'Feedback', since the "Full" release/implementation. of the NEW "Results" page/screen, for "Search Records"; and, the "Continued" NEGATIVE 'Feedback', of such.

As I already suggested ...

You are not alone ...

We are ALL "Struggling"; and, NEED "Help", with the NEW "Results" page/screen, for "Search Records", which is NOT very 'User Friendly'.

MOST Users/Patrons want the NEW "Results" page/screen, for "Search Records" to be "Reverted" BACK to the PREVIOUS "Results" page/screen, for "Search Records".

But ...

That Said ...

SADLY, I doubt that will happen ...

And ...

Finally ...

'FamilySearch' has made (and, is making), MINOR "Changes", to the NEW "Search Records"; and, the resulting "Results" page/screen, hopefully such will keep occurring ...

I know, that this may not help/assist; but, I hope, that this gives you, some additional, insight; and, perspective.

Brett

Richard D Thorpe

Thank you