Key Features for Newcomers
If you are new to Family Historian (fh), and especially if you are new to genealogy, then familiarise yourself with these topics. They provide an insight into how to learn about fh and explain many features that newcomers often ask about, or wish they had known about before committing so much data to their family tree.
There is also advice from the fh program Help pages, the Family Historian website, and our FHUG Forum postings. This FHUG Knowledge Base cross-refers to them where appropriate, rather than repeat their advice.
Click on the orange links to open further pages of advice.
Each of the How To Guides in the sidebar to the left has a Frequently Asked Questions (FAQs) section near the top.
Documentation & Tutorials
See Family Historian Documentation especially the fh Book: "Getting the Most From Family Historian 5" with many tutorials, the newer V6 book is available as a printed copy from Amazon. Do not overlook our Glossary of Features.
Family Historian Sample Project
Use fh File > Project Window > More Tasks > Samples > Reset Sample Project to create a sample Project in which to experiment without risk to your precious family data, and that can be easily reset by repeating the same command.
Project Structure & Location
If migrating from another genealogy product see Importing to Family Historian for details.
Customisations & Preferences
fh can be highly customised and has many preference settings. Many are not stored in the Project Structure but in the Family Historian Program Data Folder that should be included in your backup regime.
Backup & Recovery
Also the fh V6 command File > Backup/Restore > Revert to Snapshot… can restore just the GEDCOM file.
Places & Addresses
Most data fields are obvious, but these two often cause confusion, so are explained in Places and Addresses.
The automatic geocoding of the Latitude/Longitude of Place names is described in the fh V6 book "Getting the Most From Family Historian" in Chapter 14 Places, Maps and Timelines. A similar feature is available in both V5 and V6 via the Map Life Facts Plugin.
Sources Methods 1 & 2
To substantiate your Events and Attributes most users cite Source Records using Method 1 'source splitters' mode or Method 2 'source lumpers' mode as explained in Sources and Citations - how to use them.
The free Ancestral Sources utility makes entering census and other basic records much easier.
Records & Fields & Multimedia
Use fh Tools > Preferences > Records Window > Record Type Display Options and set each to Always show so that the Records Window has a tab for each Record Type, without which some data is partly obscured.
Some data Fields are only visible on the All tab of a Property Box or in the Records Window, and accessed via a mouse right-click menu.
Most data is stored in the Project GEDCOM file, but linked Multimedia files are stored within the Project Media folder, and can be summarised using fh Tools > (Work with) External File Links.
Diagram Root Couples
Diagrams created by newcomers often show fewer Ancestors than expected and usually the solution is to View Both Spouses’ Ancestors.
Internet Data Matches
See the Internet Data Matches advice for obtaining 'hints' from online databases, which is also explained in the fh V6 book "Getting the Most From Family Historian" in Chapter 13 Web Search, Web Hints & Web Clipping.
Family Historian Plugins can add significant functionality without the fh program being upgraded.
This is the one and only feature NOT supported by the FH 30-Day Free Trial version.