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Working with projects : Step by Step

On June 8, 2014, Geni curator Adam Brown kicked off the grand re opening of the Ackman & Ziff Family Genealogy Institute at the Center for Jewish History in New York City with the presentation:

Making History come alive with Geni Projects

The presentation is an overview of creating and editing a Geni project and comprises a Step by Step explanation of each of the modules that are illustrated by diagrams or the utilization of actual screen shots.

See the full document:

Creating and Editing Projects

OR, if you don't use Dropbox.... http://www.geni.com/documents/view?doc_id=6000000026426436903.

You will need to click on original PDF button above the image that opens.

Specific modules covered in the full document:

  • Creating a project
  • Adding profiles
  • Editing and formatting
  • Adding photos and documents
  • Collaborating, following and hypertext linking
  • Tagging the project to other projects
  • Finding your personal projects
  • Jewish Genealogy Portal on Geni, Town projects

Step 1

How to create a project in Geni - a simple introduction to starting a project featuring a screen shot of an umbrella project.
Starting your project

Step 2

Joining or collaborating on a project. In order to add profiles you need to have joined that project or already be a collaborator. Supported by screen shots of where to start and how to fill in the details. This is the step that causes the most difficulty. Do not just follow a Project as that does not give you any power. You must Collaborate on a Project by using the Join button and select the Collaborate option.

Step 3

Adding profiles to the project once the profiles have been added to Geni.

Step 4

Adding documents or photos to the Project - with explanation to Upload and tag a photo in a profile.

Video - http://help.geni.com/entries/21209981-How-to-Add-Photos
Uploading and tagging a photo in a profile. http://www.geni.com/entries/461155-How-can-I-upload-my-photos
Accessing photo albums. http://www.geni.com/entries/461155-How-can-I-access-photo-albums

Step 5

Following a Project - http://geni.com/projects. The difference between Following and Collaborating is the main problem people have. Go to Join and select Collaborate.

Three simple Steps with examples of how to insert a clickable hypertext link in a project (or any other internet site). Refer to the full document to view the detailed instructions.

  1. Copy the internet address
  2. Inserting a hard bracket at the start and end of the address [xxxx xxxxx]
  3. Adding the text you wish to display (skip a space between internet address & text, ie title of site or article, then put ] at the end.)

Other help sites:

http://help.geni.com/entries/21834028-How-do-I-create-a-Project-

http://www.geni.com/projects/Geni-Start-Here-Basics/17603

https://www.youtube.com/watch?v=c-QS5G64gcI&list=UUzjBojUHLY0wZLdU-...

http://www.geni.com/projects/Geni-Wikitext-Unicode-and-images/8404

http://help.geni.com/entries/21209981-How-to-Add-Photos

http://media.geni.com/p13/d7/9d/f2/e0/5344483a959d6ac3/adding_links_to_geni_profiles_to_projects_original.pdf?hash=6a4ffa2d71433ca5f38bf0eb9efb0f035b99f2f3e179ed6f66cfe392db917ee3.1733471999

http://www.geni.com/entries/461155-How-can-I-upload-my-photos

http://www.geni.com/entries/461155-How-can-I-access-photo-albums

http://www.geni.com/projects/Jewish-Families-of-Krakow-Poland/12917 (Town project)

https://www.youtube.com/watch?v=34KpqS1j8us&feature=youtube

https://www.facebook.com/groups/GeniUsersGroup/