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Thoughts on FamilySearch indexing and Get Involved

MandyShaw1
MandyShaw1 ✭✭✭✭✭
June 1 edited June 1 in Get Involved

I thought, given both that FS’ approach to indexing has changed massively in the recent past and that tracking down explanatory information has often proved difficult, that it would be worth trying to clarify things.

This is a first draft - I would be very grateful for any corrections, additions or comments from FS people or others.

The document is here:

Thoughts on FamilySearch Indexing and Get Involved.pdf

(I did not want to post the information directly here as it will no doubt take more than 4 hours to get right! and I didn't want to leave errors lying around that could confuse later readers.)

If anyone wants to read it but cannot access the above link, drop me a message and I will get it to you by email etc.

@dancingintherain this is the write-up I mentioned in the comment quoted below. I hope it is useful and accurate. Thank you very much for your help with my questions.

https://community.familysearch.org/en/discussion/comment/627882#Comment_627882
Tagged:
  • Record Searching
  • Indexing
  • Get Involved
2

Answers

  • sc woz
    sc woz mod
    June 1

    @MandyShaw1 That looks like a lot of work bringing these details together, and when you finish it may be very helpful in explaining current methods of Indexing and using Get involved. I am not an expert, but I appreciate any help in getting the Indexed information correct and having all available metadata available for use in FamilySearch.

    1
  • Adrian Bruce1
    Adrian Bruce1 ✭✭✭✭✭
    June 1

    Basically - phew! Well done!

    At the risk of being thought unfair because I ask the $64,000 question - shouldn't this indicate, even if slightly, the difference between Quick Name Review and Full Name Review? Even if it's no more than a sentence?

    I appreciate you're talking about Get Involved, which contains Verify Places, but you state "Get Involved also allows users to standardise Places via Verify Places". This is, of course, perfectly true, but the position of this sentence suggests that Verify Places is part of the Indexing process, whereas Verify Places actually operates (at least so far as I've seen) on person profiles already in FS FamilyTree.

    3
  • MandyShaw1
    MandyShaw1 ✭✭✭✭✭
    June 1 edited June 1

    Thanks @Adrian Bruce1, good point about the name reviews, will add.

    Re Places, I had the same concern, perhaps I misunderstood the engineers' answer to my question on this. I'll take that bit out.

    Edit: done.

    1
  • Tomlinsonkl
    Tomlinsonkl admin
    June 4

    Thank you everyone for your efforts I need to make sure everyone understands the following :

    This guide was created to share helpful tips and personal experience with FamilySearch Indexing and “Get Involved” activities. It’s meant to make things a little easier to understand and get started.

    That said, this isn’t an official FamilySearch resource, and it isn’t reviewed or supported by FamilySearch. Things on the site can change over time, so for the most up-to-date and official information, it’s always a good idea to check FamilySearch’s own help pages.

    I’m sure this is being shared in the spirit of helping others learn and contribute—if something here doesn’t quite match what you see on FamilySearch, go with the official guidance. 😊

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  • MandyShaw1
    MandyShaw1 ✭✭✭✭✭
    June 5 edited June 5

    @Tomlinsonkl

    I have tweaked the document to make it clear that I am only an ordinary user and that the engineer input I received was via Community. I have also tweaked the bit about Indexing Review a little, and added some help text references.

    I've hopefully now also made it clear that it aims to summarise from my personal understanding how and why the Indexing and Get Involved processes work together (so it's not really intended to document helpful tips/my personal experience with the tools).

    Anyway, I hope it now works better for you.

    All - if you identify mismatches between my document and either what you see happen in practice or FS' published guidance, please let me know, either here or via a Community message, so that I can correct the document. Thanks.

    3
  • MandyShaw1
    MandyShaw1 ✭✭✭✭✭
    June 15

    I have, incidentally, submitted the following bug report as Feedback:

    I have been looking at the image viewers' handling of CAI and have identified the following rather confusing new viewer behaviour.

    Example: https://www.familysearch.org/ark:/61903/1:1:6DWY-LK84?lang=en

    Clicking into the image gives this: https://www.familysearch.org/ark:/61903/3:1:939X-2YC3-M?view=index&personArk=%2Fark%3A%2F61903%2F1%3A1%3A6DWY-LK84&action=view&cc=1837908&lang=en&groupId=M9ZR-279

    Here, the metadata is displayed, but the highlighting on Josefa Bacilia's entry does not reflect the other names in the metadata. Josefa's mother's name María Efigenia is not highlighted, although Marzo etc. (Event Date) is.

    The missing highlights do exist, because if you now click the Names button, you get this: https://www.familysearch.org/ark:/61903/3:1:939X-2YC3-M?view=index&action=view&cc=1837908&lang=en&groupId=M9ZR-279

    The highlighting now shows only the Names (for all Records on the image). María Efigenia is highlighted, but Marzo etc. is not.

    If you now click on Josefa Bacilia at the right hand side you return to: https://www.familysearch.org/ark:/61903/3:1:939X-2YC3-M?view=index&action=view&cc=1837908&lang=en&groupId=M9ZR-279&personArk=%2Fark%3A%2F61903%2F1%3A1%3A6DWY-LK84

    which as before shows all the metadata at the right hand side, but without the Names highlighted on the image: María Efigenia's highlight has disappeared again, but Marzo etc. has reappeared.

    I would suggest that it is really confusing not to show the highlights for all metadata that is currently visible on the screen.

    0
  • dancingintherain
    dancingintherain ✭✭✭
    June 20

    @MandyShaw1

    I have looked over your analysis of this record. I hope I have understood you properly and will try to share with you my analysis, what is happening here, and how you can work around incorrect highlights. 

    Screenshot 2026-06-20 at 1.21.52 PM.png

    “Clicking into the image gives this:” Your link takes me to the review panel on the right, also known as the Family Review Tool, which has an editing tool built in. The record with highlights is on the left. With the editing tool, you can edit the record from here. For example, if I wanted to edit “Relationships,” I would click the editing pencil, which gives me the option to “Add More Information,” or I could click “Edit” under a name.  I clicked on the edit for María Efigenia, from there I can edit or add more information. I can also edit the highlights: if I see that one needs to be detached, I can detach it, and the same for attaching. But in the editing panel for María Efigenia, I see a highlight for her, even though when the primary person, Josefa Bacilia, is clicked, there isn’t a highlight for her.  She is still in the record, and when you click on her name, there is a highlight for her.  

    The month “Marzo” is highlighted, which could have been because someone added a highlight when entering the date for the christening. 

    I have learned not to pay so much attention to the highlights in Family Indexing Review. You mentioned that when you clicked on Josefa Bacilia on the right-hand side, it took you back to what I see as the start of the review panel (see above).  From that Review Panel, you can click on Josefa Bacilia,

    Screenshot 2026-06-20 at 1.47.28 PM.png

    and it will take you to the Main Family Search Editing Tool. You can edit from there as well, but as long as that looks correct, you don’t have to worry about what was highlighted and what wasn't. This will be the transcribed record.  In my opinion, this is not a bug.

    Screenshot 2026-06-20 at 1.21.52 PM.png 71.9K
    Screenshot 2026-06-20 at 1.47.28 PM.png 11.2K
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  • MandyShaw1
    MandyShaw1 ✭✭✭✭✭
    June 22

    @dancingintherain

    Thank you for spending the time to look into this in detail.

    However my bug report relates to the information shown's being unnecessarily confusing to the user. Saying that we should not worry about what is highlighted really doesn't mean this is not a bug.

    I do hope the engineers aren't in the habit of automatically rejecting bug reports when there is a workaround. (Do those reviewing Feedback bug reports include a user experience specialist?) This is another example of the newly one-way nature of bug reporting being a retrograde step.

    1
  • dancingintherain
    dancingintherain ✭✭✭
    June 22 edited June 24

    @MandyShaw1

    Feedback is critical to the success and improvement of FamilySearch. The feedback reports go directly to the engineers, and they read them all. If you see changes in FamilySearch, it is very likely that they were made because someone "Suggested an Idea" or gave "feedback." It does, however, take time to make the necessary changes in technology. Thank you for your willingness to give feedback. I know that Family Indexing Review can be complicated. I think it is a good idea to give feedback every time we use it. I know you already know about feedback, but I am going to post a link to a help article to encourage others to use the feedback function.

    https://www.familysearch.org/en/help/helpcenter/article/how-do-i-give-feedback-to-familysearch

    1
  • Mary Rice
    Mary Rice ✭✭✭
    June 23

    @dancingintherain @MandyShaw1 Since you are commenting re: FIR I thought that I would include a question/comment regarding getting Indexes and Registers to review. In FIR I seem to be getting more and more indexes that are labeled San Juan, Puerto Rico Baptisms in the 1800s. They are not families but just single names and the book that the record is located, such as the one below. The CAI engineers must have agreed that these were appropriate for FIR but I don't see the purpose. We used to Index/Review Indexes and Registers in our Manual Indexing/Reviewing days but now our purpose is for Family Relationships. Am I correct?

    Screenshot 2026-06-23 at 11.59.49 AM.png

    When I go to Record Details and then Edit this is what I get. The Primary Person as Highlighted and then the rest of the names on the page as Others on This Record. This would be impractical to Index or Review. I would like some advice regarding Sending this back or Attempting to Review.

    Screenshot 2026-06-23 at 11.59.49 AM.png 830.2K
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  • dancingintherain
    dancingintherain ✭✭✭
    June 24 edited June 24

    @Mary Rice

    We discussed these Registers in our team meeting this week. Apparently, there is supposed to be one Primary person per record. So, in these registers, it looks like you would have to make a separate record for each person on the list. Research is underway to help us determine what to do with these registers. We are trying to determine how they were processed and what the workflow should look like when we review the names and transcribe the record. The previous registers you have brought to our attention, providing the image # and the DGS, have been most helpful. Thank you for that. As soon as we get the information, we will pass it on.

    0
  • MandyShaw1
    MandyShaw1 ✭✭✭✭✭
    June 24 edited June 24

    I would have expected the image to have been demarcated into records (in this case lots of records! as this image appears to be part of the book's index, not of the main register) before Get Involved, er, got involved. That pre-demarcation is what happened on the image I used as an example when writing my document linked to above. I'll have a look at one of Mary's book index images with the old image viewer, which shows the demarcation clearly with lines, and let you know what I find.

    It is clearly not the current Get Involved opportunities' responsibility to do the demarcation, or to add extra Records to reflect it. All Get Involved can currently do is to clean up the metadata of pre-demarcated Records.

    What would the old manual indexing process have done with this page I wonder? Perhaps ignored it, which might be the better approach here, except that the typewritten entries would potentially be useful in checking the AI transliteration (and the demarcation) of the presumably handwritten main register pages.

    If the book index was to be included, there's also the question of what (if anything) to do with the page numbers it shows.

    Incidentally it is, I think, better not to call these pages Registers, which they really aren't, they are most likely book indexes to Registers.

    1
  • Adrian Bruce1
    Adrian Bruce1 ✭✭✭✭✭
    June 24

    @MandyShaw1 - my distinct impression is that book indexes were generally not indexed in the past. Assuming successful indexing, what would be the point of indexing the internal paper index as the actual events would be indexed anyway?

    Any use of the internal paper index for cross checking sounds reasonable but not at the expense of confusing the actual event indexing.

    Where it does get tricky is if the paper index is referring to events wholly or partly in other books, which might or might not be digitised - in such cases, all bets are off!

    2
  • MandyShaw1
    MandyShaw1 ✭✭✭✭✭
    June 24

    Thanks @Adrian Bruce1, that makes perfect sense.

    0
  • dancingintherain
    dancingintherain ✭✭✭
    June 24 edited June 24

    @Mary Rice

    https://community.familysearch.org/en/discussion/comment/631037#Comment_631037

    We don't always find a family relationship in the records. There are other relationships to consider. For example, in a slave situation, the family is not mentioned. However, there is a relationship with the slave owner. Orphans in an orphanage are another example, where there are no family ties, but there are relationships with guardians and caregivers. These relationships with people other than family can sometimes help people find their families for the slave or other situation. Associations with people and places where they live are important information in a search for family ties. The human family can be messy.

    1
  • MandyShaw1
    MandyShaw1 ✭✭✭✭✭
    June 24 edited June 24

    Update.

    The demarcation of @Mary Rice's image no. 10 (https://www.familysearch.org/ark:/61903/3:1:9398-K8SH-2X?lang=en&i=8&cc=1807092) indicates only one record, while the genuine register entry pages have been demarcated as expected into multiple records, e.g. image no. 29 (https://www.familysearch.org/ark:/61903/3:1:9398-K8SH-HR?lang=en&i=28&cc=1807092).

    The other book index pages aren't apparently demarcated at all (does that perhaps mean Get Involved can't see them, @dancingintherain?)

    1
  • Adrian Bruce1
    Adrian Bruce1 ✭✭✭✭✭
    June 24

    @dancingintherain said

    … We don't always find a family relationship in the records. There are other relationships to consider. For example …

    I agree. But for the sake of completeness, I would add that a list of names may not have any relationships and may not even have any genealogical significance. For instance, as I indicated above, lots of volumes contain paper based indexes at the start or end. Where the paper based index entries point to events within the same physical volume, the usual course of action in the past was to index the events and ignore the paper based indexes - the paper index, after all, only fulfilled the same function as the FS index does now.

    In the case of that image 10 identified by @MandyShaw1, there is an entry for "Iglesia, Otero Carlos B" with a number 13. This looks like a paper index and sure enough, image 30 further along includes a baptism(?) for "Iglesia (or Iglesias? AB), Otero Carlos Borromeo", and the pair of pages is stamped "13". (Notice there is no certainty whether that "13" means a page or a baptism(?) number until you try it out!)

    Based on that single entry, the image 10 is part of a paper index and can be ignored. However, as I indicated to Mandy, we have to be very sure that the paper based index is genuinely redundant - if it points to entries in other volumes which may, or may not, have been digitised yet, then my simplistic "ignore it" advice can be disastrous as those paper indexes may not be redundant.

    I have seen both redundant internal indexes and very-much-not redundant indexes that pointed to volumes that haven't been filmed yet.

    Good luck with sorting them out!

    0
  • dancingintherain
    dancingintherain ✭✭✭
    June 24

    @Adrian Bruce1 @MandyShaw1 @Mary Rice

    I enjoyed reading your thoughts and observations. It will be interesting to see what becomes of the research being done on these indexes/registers. @MandyShaw1 thoughts on record demarcation makes sense. @Mary Rice screen shot and her experience with reviewing this record is very helpful. @Adrian Bruce1response about different kinds of records being on the same index is worth consideration. Our engineers are now aware of these and are looking into this issue.

    2
  • MandyShaw1
    MandyShaw1 ✭✭✭✭✭
    June 24

    @dancingintherain Better late than never.

    0
  • MandyShaw1
    MandyShaw1 ✭✭✭✭✭
    June 24
    https://community.familysearch.org/en/discussion/comment/631103#Comment_631103

    For image no.10 read image no. 9, sorry.

    0
  • MandyShaw1
    MandyShaw1 ✭✭✭✭✭
    June 25

    I have added a bit more about record demarcation to the document that was the original subject of this thread, Thoughts on FamilySearch Indexing and Get Involved.pdf

    0
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