Geni Tips: How to Add Sources to Profiles

Posted June 30, 2015 by Amanda | 7 Comments

Geni Tips: How to Add Sources to ProfilesA few weeks ago, we shared how you can add documents to your Geni profiles. Today, we will go over how you can add a document as a source to support the information on your family’s Geni profiles.

Adding documents and tagging profiles are just one part of documenting your genealogy research on Geni. It’s easy to illustrate how the documents you’ve added support, prove or disprove the facts in your family tree.

Let’s discover how by following the example below:

Now that you have uploaded and tagged documents to your ancestors’ profiles, you can choose to identify the document as a Source.

1. View the Sources tab of the profile you would like to work on and click “Add Source.”

Geni Tips: How to Add Sources to Profiles

2. Select the document in your collection from the list to the left. If you haven’t added the document yet, you may do so here by clicking “Add A New Document.”

Geni Tips: How to Add Sources to Profiles

3. Now you can select which facts are relevant to the document. Check the boxes to identify which profile facts the document supports. You may also add notes, so others working on the profile can see them.

Geni Tips: How to Add Sources to Profiles

Note: The note will be added for every fact selected. If you would like to add different notes for each citation, you will need to do them one at a time. To add separate notes, check the fact supported, add your note specific to that fact and click “Save.” Follow these steps for each citation.

Geni Tips: How to Add Sources to Profiles

Now when you look at the Sources tab for the profile, you will be able to see what facts the document supports as well as any notes you have provided.

Geni Tips: How to add Sources to Profiles

A document icon will appear for profile fields that have been sourced. Hovering over the icon will display a hover card containing the document.

Geni Tips: How to Add Sources to Profiles

Sourcing your profiles makes the Geni experience better for everyone and helps to keep the information in the World Family Tree as accurate as possible.

Help make the World Family Tree even better by adding your sources now!

Post written by Amanda

Amanda is the Marketing Communications Manager at Geni. If you need any assistance, she will be happy to help!

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  • John Kessel

    How come in step #3 there is no check box for “Last Reaidence” that I can see?

    • Ashley

      John, that field isn’t citable for some reason. I believe there was a formal user suggestion for that at one point. I will ask about that because it annoys me, too.

    • geniblog

      Hi John, thanks for bringing this to our attention. A checkbox for “Last Residence” has been added and the screenshot has been updated.

      • John Kessel

        Oh thank you! Yes I noticed that yesterday!

  • Ashley

    Amanda, this is SO GOOD! Very thorough yet easy to follow. Endless thanks for helping users with this feature.

    Can the next post be on how to cite multiple profiles in one document, so users can stop uploading the same massive Project Gutenberg PDFs over and over again? :)

    • geniblog

      Thanks, Ashley! Good idea – will add it to my to-do list :-)

  • Frode Evensen

    I would really like to be able to add sources also to relationship and marriage, I hope you can add that to your backlog :-)