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Project Management
Presenter: Gail Riddell
Presentation Date: November 2016
For Contact: gailriddelldna@gmail.com 1
Topics which will not be covered by
me today
•How to subgroup your members
•Mitochondrial testing
•Setting up the myGroup format
•Dealing with your project’s ‘General Fund’ and applying
donations to a member’s unpaid test.
For Contact: gailriddelldna@gmail.com 2
How important will your project be to
you?:-
•Will you have a co-administrator? Will it be Geographic
or surname oriented (for grouping)?
•Your own knowledge in terms of DNA testing and how to
get the best from such testing;
•Lesser known aspects of the GAP tools all administrators
receive.
For Contact: gailriddelldna@gmail.com 3
1. Matters to consider regarding
administering a project
Have you read and understood the guidelines
from FTDNA? Available at
https://www.familytreedna.com/learn/project-administ
These cover:-
• Privacy and Confidentiality
• Time management
• Communication with members
• Setting up of a Project – both within
FTDNA and a private site
• Recruiting new members
They are important and apply to all admins.
For Contact: gailriddelldna@gmail.com 4
2. Your own knowledge in terms of
DNA testing and
3. Being a project Administrator can be both exciting
and disappointing. (Remember the adage that you
can never please everybody all of the time and that
you will receive both bouquets and brickbats).
4. Do you know which tests a member should take and
to what level and who in a family should test in
order to aid the tester reach his or her goal?
5. Have you (and your family) personally taken the
available tests to understand the subtle differences?
(Your experience will aid you with member queries)
6. Are you willing to accept newcomers who match
current project members but who carry a different
surname? For Contact: gailriddelldna@gmail.com 5
3. Lesser known aspects of the GAP
tools all administrators receive are the
main topics for today
The differences between ‘Member Notes’ and ‘Member
Information’ and when to use which;
The differences between the Genetic Reports, such as the
a.YDNA Results Classic
b.YDNA Results Colourised (Colorized)
c.YDNA Results
d.YDNA SNP and
e.YDNA Unique Results
f.FF Illumina OmniExpress Matrix
g.FF Illumina OmniExpress Results
For Contact: gailriddelldna@gmail.com 6
3. The differences between ‘Member
Notes’ and ‘Member Information’ and
when to use which
•‘Member notes’ means you can make private comments
to yourself (or your co-admins) about the member and
his/her connection to the project – serves as a memory
jogger.
•‘Member Information’ gives information as to the date of
test, whether it still needs payment and the email address
of that member.
Both are useful, so please become familiar with them and
work out for yourself which to use and when.
Remember the ‘Paternal Ancestry Report’ (next slide).For Contact: gailriddelldna@gmail.com 7
3. The Paternal Ancestry Report
For Contact: gailriddelldna@gmail.com 8
3 a. Genetic Reports (“Hover and click”)
a.YDNA Results Classic – no modal etc in this report
For Contact: gailriddelldna@gmail.com 9
3 b. Genetic Reports (“Hover and click”)
b.YDNA Results Colourised (Colorized) – my favourite –
please note the colours as they all mean something
For Contact: gailriddelldna@gmail.com 10
3 c. Genetic Reports (“Hover and click”)
c.YDNA Results – fabulous in a small project but takes
forever to load in a large project.
By clicking on the upside down arrow beside the Subgroup name, you
can remove the member from that subgroup and place him elsewhere.
For Contact: gailriddelldna@gmail.com 11
3 d. Genetic Reports (“Hover and click”)
d.YDNA SNP – able to be re-ordered by column (invaluable
in terms of the NGS “Next Generation Sequencing” taking
place eg. the Big Y)
An SNP (pronounced ‘snip’) is an abbreviation for
single-nucleotide polymorphism – see your FTDNA glossary.
The most difficult issue to come to terms with is the
plethora of SNP names used for the same position.
Make full use of the FTDNA Haplotree and the ISOGG Y-tree.
The latter will also give you the longhand name of the SNP.
For example, SNP R-L257 (or R-S186) is R1b1a1a2a1a1b1a1
For Contact: gailriddelldna@gmail.com 12
3 e. Genetic Reports (“Hover and click”)
e.YDNA Unique Haplotypes – The content can be “re-ordered” by
column so you can see at a glance who matches who EXACTLY in by
their markers whether at Y37 or Y111 etc.
Whilst on this subject, have you looked at the Member Report titled
‘Order Summary’? (example here)
For Contact: gailriddelldna@gmail.com 13
3 f. Genetic Reports (“Hover and click”)
f.FF Illumina OmniExpress Matrix
After adding names to the right hand side, you can select the
data to display which results in a matrix in a spreadsheet.
Highlight name and
'Add'
For Contact: gailriddelldna@gmail.com 14
3 g. Genetic Reports (“Hover and click”)
g.FF Illumina OmniExpress Results – in a project
Clicking on the arrow will bring up a report
such as this one below (just a small sample).
For Contact: gailriddelldna@gmail.com 15
‘Advanced Filters’ are found on most of
the various reports.
You can either use them or you can you
reorder the column.
Not all filters require the same information.
One report might want the kit number?
Another might want the surname?
Yet another might work with just the SNP?
In a large project, especially when moving a member from
one subgroup to another, it would take me more time if I
was unable to use such filters.
For Contact: gailriddelldna@gmail.com 16
Who will be “allowed” into your project?
(Assuming it is a surname project).
Are you willing to welcome those with another surname?
Once a male STR tester has been admitted to the project, your next task
is to learn who, if anyone, in the project is matching the newcomer and
exactly which tests he has taken as well as learn which projects he has
joined.
The easy way to learn who is matching whom, is to click on their kit
number displayed within the project – this action will take you straight
through to their personal FTDNA Home page.
•Click on that person’s YDNA matches;
•Start with the entire data base;
•If matches are displayed notice the SNPs these matches have;
•In the box defaulting to ‘Entire Database’, designate your project;
•If none are displayed, you then must choose to leave the new member
in ‘Ungrouped’ or place in a specific group you have created.
For Contact: gailriddelldna@gmail.com 17
Testing Labs and SNP labels
•There are many testing labs in the world (some are
affiliated with FTDNA)
•On discovery of a SNP by a person or lab, they will
allocate their own label – there is currently no standard
and there are multiple names for the one SNP
•In the first slide, you saw R-L257, R-M269, R-ZP78, R-
S3658 etc… mentioned
•The BY came from the Big Y testing with FTDNA; L
came from Thomas Krahn; M came from Peter
Underhill; Z came from our very own citizen scientists;
S came from James Wilson and so on.
•You will see the full list at http://isogg.org/tree/
For Contact: gailriddelldna@gmail.com 18
For Contact: gailriddelldna@gmail.com 19
Any questions?

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FTDNA Houston Project Management

  • 1. Project Management Presenter: Gail Riddell Presentation Date: November 2016 For Contact: gailriddelldna@gmail.com 1
  • 2. Topics which will not be covered by me today •How to subgroup your members •Mitochondrial testing •Setting up the myGroup format •Dealing with your project’s ‘General Fund’ and applying donations to a member’s unpaid test. For Contact: gailriddelldna@gmail.com 2
  • 3. How important will your project be to you?:- •Will you have a co-administrator? Will it be Geographic or surname oriented (for grouping)? •Your own knowledge in terms of DNA testing and how to get the best from such testing; •Lesser known aspects of the GAP tools all administrators receive. For Contact: gailriddelldna@gmail.com 3
  • 4. 1. Matters to consider regarding administering a project Have you read and understood the guidelines from FTDNA? Available at https://www.familytreedna.com/learn/project-administ These cover:- • Privacy and Confidentiality • Time management • Communication with members • Setting up of a Project – both within FTDNA and a private site • Recruiting new members They are important and apply to all admins. For Contact: gailriddelldna@gmail.com 4
  • 5. 2. Your own knowledge in terms of DNA testing and 3. Being a project Administrator can be both exciting and disappointing. (Remember the adage that you can never please everybody all of the time and that you will receive both bouquets and brickbats). 4. Do you know which tests a member should take and to what level and who in a family should test in order to aid the tester reach his or her goal? 5. Have you (and your family) personally taken the available tests to understand the subtle differences? (Your experience will aid you with member queries) 6. Are you willing to accept newcomers who match current project members but who carry a different surname? For Contact: gailriddelldna@gmail.com 5
  • 6. 3. Lesser known aspects of the GAP tools all administrators receive are the main topics for today The differences between ‘Member Notes’ and ‘Member Information’ and when to use which; The differences between the Genetic Reports, such as the a.YDNA Results Classic b.YDNA Results Colourised (Colorized) c.YDNA Results d.YDNA SNP and e.YDNA Unique Results f.FF Illumina OmniExpress Matrix g.FF Illumina OmniExpress Results For Contact: gailriddelldna@gmail.com 6
  • 7. 3. The differences between ‘Member Notes’ and ‘Member Information’ and when to use which •‘Member notes’ means you can make private comments to yourself (or your co-admins) about the member and his/her connection to the project – serves as a memory jogger. •‘Member Information’ gives information as to the date of test, whether it still needs payment and the email address of that member. Both are useful, so please become familiar with them and work out for yourself which to use and when. Remember the ‘Paternal Ancestry Report’ (next slide).For Contact: gailriddelldna@gmail.com 7
  • 8. 3. The Paternal Ancestry Report For Contact: gailriddelldna@gmail.com 8
  • 9. 3 a. Genetic Reports (“Hover and click”) a.YDNA Results Classic – no modal etc in this report For Contact: gailriddelldna@gmail.com 9
  • 10. 3 b. Genetic Reports (“Hover and click”) b.YDNA Results Colourised (Colorized) – my favourite – please note the colours as they all mean something For Contact: gailriddelldna@gmail.com 10
  • 11. 3 c. Genetic Reports (“Hover and click”) c.YDNA Results – fabulous in a small project but takes forever to load in a large project. By clicking on the upside down arrow beside the Subgroup name, you can remove the member from that subgroup and place him elsewhere. For Contact: gailriddelldna@gmail.com 11
  • 12. 3 d. Genetic Reports (“Hover and click”) d.YDNA SNP – able to be re-ordered by column (invaluable in terms of the NGS “Next Generation Sequencing” taking place eg. the Big Y) An SNP (pronounced ‘snip’) is an abbreviation for single-nucleotide polymorphism – see your FTDNA glossary. The most difficult issue to come to terms with is the plethora of SNP names used for the same position. Make full use of the FTDNA Haplotree and the ISOGG Y-tree. The latter will also give you the longhand name of the SNP. For example, SNP R-L257 (or R-S186) is R1b1a1a2a1a1b1a1 For Contact: gailriddelldna@gmail.com 12
  • 13. 3 e. Genetic Reports (“Hover and click”) e.YDNA Unique Haplotypes – The content can be “re-ordered” by column so you can see at a glance who matches who EXACTLY in by their markers whether at Y37 or Y111 etc. Whilst on this subject, have you looked at the Member Report titled ‘Order Summary’? (example here) For Contact: gailriddelldna@gmail.com 13
  • 14. 3 f. Genetic Reports (“Hover and click”) f.FF Illumina OmniExpress Matrix After adding names to the right hand side, you can select the data to display which results in a matrix in a spreadsheet. Highlight name and 'Add' For Contact: gailriddelldna@gmail.com 14
  • 15. 3 g. Genetic Reports (“Hover and click”) g.FF Illumina OmniExpress Results – in a project Clicking on the arrow will bring up a report such as this one below (just a small sample). For Contact: gailriddelldna@gmail.com 15
  • 16. ‘Advanced Filters’ are found on most of the various reports. You can either use them or you can you reorder the column. Not all filters require the same information. One report might want the kit number? Another might want the surname? Yet another might work with just the SNP? In a large project, especially when moving a member from one subgroup to another, it would take me more time if I was unable to use such filters. For Contact: gailriddelldna@gmail.com 16
  • 17. Who will be “allowed” into your project? (Assuming it is a surname project). Are you willing to welcome those with another surname? Once a male STR tester has been admitted to the project, your next task is to learn who, if anyone, in the project is matching the newcomer and exactly which tests he has taken as well as learn which projects he has joined. The easy way to learn who is matching whom, is to click on their kit number displayed within the project – this action will take you straight through to their personal FTDNA Home page. •Click on that person’s YDNA matches; •Start with the entire data base; •If matches are displayed notice the SNPs these matches have; •In the box defaulting to ‘Entire Database’, designate your project; •If none are displayed, you then must choose to leave the new member in ‘Ungrouped’ or place in a specific group you have created. For Contact: gailriddelldna@gmail.com 17
  • 18. Testing Labs and SNP labels •There are many testing labs in the world (some are affiliated with FTDNA) •On discovery of a SNP by a person or lab, they will allocate their own label – there is currently no standard and there are multiple names for the one SNP •In the first slide, you saw R-L257, R-M269, R-ZP78, R- S3658 etc… mentioned •The BY came from the Big Y testing with FTDNA; L came from Thomas Krahn; M came from Peter Underhill; Z came from our very own citizen scientists; S came from James Wilson and so on. •You will see the full list at http://isogg.org/tree/ For Contact: gailriddelldna@gmail.com 18