using master genealogist f advanced · 2018. 9. 27. · the master genealogist, teresa pask / 4...

Using MasterGenealogist Advanced

Teresa PaskUridge, Euridge One-Name StudyPask, Paske One-Name Study

www.uridge.org, orwww.pask.org.uk

uridge@one-name.org

The MasterGenealogistby Wholly Genes Software

Advanced Features: Two Sessions

Introduction

Companion Products

The Master Genealogist, Teresa Pask / 3 uridge@one-name.org

Advanced Features

This course will significantly improve the ease of using theprogram and be very helpful in your understanding of TMG.

We will cover the more advanced concepts of:

Data Set Manager, Accents, Focus Groups, Custom Flags,Advanced Report Options and designing report filters,

Creating Sources and Repositories, Custom Roles, Witnesses,Sentence Structure, Source Templates, Citation output andExporting data.

In addition, companion products including Second Site, andTMG Utility.

Introduction

ReleaseTMG Release 7.00 (UK Version)Released 30 December 2007

HardwareWindows 2000, XP, or VistaPentium 166 with 64 Megs ofRAM (256 recommended)A screen resolution of at least1024x768 is stronglyrecommended.Web searching and chartuploading features require anInternet connection.

Personal Usage2 x One-Name Studies 4,000+Basis for websiteswww.uridge.orgwww.pask.org.uk

Other toolsSecond Site Version 2 –generates web pagesTMG Utility – databasemodification tool for TMGExcel

TMG UK Version

The "UK Edition" is a set of specialUK-oriented customisations thatare automatically applied to astandard installation of The MasterGenealogist.

English (U.K.) reflects UK spellingsand phrases on the screens andmenus.

Five new UK-oriented timelines

The internal spell checker supports200+ additional UK spellings.

82 Custom UK source categories(including Apprenticeship records,GRO indexes, and others)

Custom tag types, roles, andsentences, including Census 1841 -Census 1901; Deportation; BirthReg, Death Reg Mar Reg

“The UK edition removes all thoseirritating Americanisms that so oftenmar otherwise excellent software, andit replaces them with the UK equivalent- a big improvement...”Family Tree Magazine October, 2004

TMG 7.0 Version – New Functionality

New buttons, and text descriptionsDeactivate in Program Options >Data EntryReport Definition screenThe Exhibit Log

Resizing windows

New Reminder Pop-Up Windows forTag Types, Sources, and SourceTypes

Check for Duplicates While AddingPeople

New buttons on the Master SourceList & Source Types allow you toExport and Import Sources –exchange with other users

New buttons on the Tag EntryScreen make it easier to repeat theprevious citation or select from alist of recent citations

A new button on the Citation Entryscreen allows you to add a newsource without going first to theMaster Source List.A new Sentence Preview helps youto predict what a sentence will looklike in a report.New Associates Window showsprincipals and witnesses whoshare an eventThe List of Witnesses on the TagEntry Screen now displays thespecific name variation that hasbeen associated with that event foreach witness.The Relationship Calculator andthe Automatic Relationship Tagnow also display relationships ascalculated through the spouse(s) ofone of the two people.

TMG 7.0 Version – New Functionality

The Picklist and Project Explorercan now be sorted by the LastEdited Date.

The Picklist and Project Explorernow support a variety of multi-levelsorting options.

New Narrative Features

A new sentence code, [+] at thebeginning of a sentence will add itprevious sentence.

A new sentence code, [:NP:] - nopunctuation to the end of thesentence.

A new standard tag type,NarrativeChildren, can be used tooverride the standard "Children ofX and Y were:" text.

Multimedia Enhancements

Exhibit Highlighting allows you to"draw" on an image to annotate it.

Option to link Word documents,Powerpoint presentations or othernon-standard exhibit types.

A new Preferences page (ProgramOptions > Exhibits) allows you tospecify whether new images thatyou add to the Exhibit Log will bemade internal or external by default(or ask each time).

These are the main new features, thereare many more – see Wholly GenesNewsletter, 30 December 2007, Issue2007-20,

or Wholly Genes websitehttp://www.whollygenes.com/Merchant2/merchant.mvc?Screen=TMGNEW7

Introduction

Companion Products

Data Set Manager, Accents, FocusGroups, Custom Flags, Advanced ReportOptions, Report FiltersCreating Sources and Repositories,Custom Roles, Witnesses, SentenceStructure, Source Templates, CitationOutput and Exporting Data

Help & Aids – Check Out & Use

Preferences

Beginner vs Advanced ModeDefault Basic features (Beginner)

Hot/Repeat KeysToolbar or Ctrl KeysFunction (Hot) Keys – F3 repeatText Macros

F2 – Access a list of all the places

Last Viewed Person

Bookmarks

Toolbars

Data Set Manager

The Data Set Manager, allowsyou to control and manage thedata sets within your projects.You can:

Unlock data sets (makethem read/write)Enable data sets (makethem visible in the ProjectExplorer and Picklist)Create new data setsEdit data sets

You can create data setsBy importing data fromother researchers -GEDCOMsFrom a sub-set of your owndata

Indicateslocked data set

Displaying Two Data Sets

Indicates data set 2Indicateslocked data set

Maintenance – Reindex & Optimise

Regularly reindex & optimise

Maintenance > Reindex

Followed by

Maintenance > Optimise

Accents

The Accent feature allows you tohighlight in different colours, dependingon a criteria

Available in many screens

Person, Family, and Tree Views

Children and Siblings window

Project Explorer

Expanded Picklist

Flag Changes

Before changing Flag changes

Check Preferences > Reports

Accents: Setting Up

Two-step process

Once you have determined thecriteria – either or field or flaghas a value to match thecriteria.

1. Set up the value. Forexample, the Flag xyz = Y.

2. Define the accent.

You can create a flag for most criteria –standard ones are provided.

Maintaining Flags

Flags - Identify certain featuresControl Accent coloursSelect people for various operations

Standard flags:SexLivingBirth OrderAdoptedMultiple BirthAncestor InterestDescendant Interest

Customized flagsCreate, Edit, DeleteEnable, Disable

Accents: Setting the Value – Define a Report

Use the List of People Report

Specify a Filter

Specify the field thatyou will base yourcriteria on

Add (if applicable)their

SpousesDescendants

Specify the Report Options

Specify the flagand it’s value

Suppress outputChoose OK, and then on

the Report Definition Screen choose Create Report

Filter Results

Number ofDescendants

Number ofSpouses

Total People

Flag is changed for all people.

Define Accent

1. Add NewAccentCondition

2. Specify NewAccent Condition

3. DefineNew Colour

5. ApplyChanges

4. Update

Focus Group

A focus group is acollection of individualsthat may be used to specifySubjects when searchingthe web and for otherpurposes such asexporting.

You can save FocusGroups for later use.

Focus Group

1. Add Individual

2. Specify newmember

3. Select Descendants& Spouses, ifapplicable

4. Add Others

Save Focus Group

1. Save Focus Group

2. Specify new groupname, or overwriteexisting group

Focus Group iscreated

Advanced Report Options

Tag types can beexcluded

Index entries can beincluded

Report Options canbe created, and usedagain and again

Filters can be created andused again and again

Filter is to used to find people with aspecific source

This filter is used to identify changesmade to a group of people

Report Filters - Examples

Let’s have a short break

Only fifteen minutes though!

Data Set Manager, Accents, FocusGroups, Custom Flags, Advanced ReportOptions, Report FiltersCreating Sources and Repositories,Custom Roles, Witnesses, SentenceStructure, Source Templates, CitationOutput and Exporting Data

Creating Sources

The Master Source Listis a list of all of thesources recorded in theproject.

The default MasterSource List displays theSource Abbreviation,Source Number, DefaultSurety, and the numberof times each sourcehas been cited for eachof the active sources inthe project.

To access the MasterSource List:

From the Tools menu,select Master SourceList.

Source Definition: General Tab

Source type –determines the sourcetemplates, thatcontains the sourcesfields that will beprinted in narratives

< … > Indicateswhether optional ormandatory

Defaulted fields can beoverridden in theoutput form –alternatively, youchange the template

<Second Person> inthis instance is used torecord census nameincorrectly transcribed

Source Type

Source type –determines thesource templates,that contains thesources fields thatwill be printed innarratives

Can be accessedthrough the SourceDefinition screen, orTools > Source Types

< … > Indicateswhether optional ormandatory

Source Definition: Output Tab

Source output showsthe sentenceconstruction asdetailed in the sourcetemplate (seeprevious slide)

Use the preview tosee how it will appearin the report, ornarrative.

Source Definition: Output Tab – Change Default

Source output can beoverridden.

The word(Overridden)indicates that is thecase.

Use the preview tosee how it will appearin the report, ornarrative.

Creating Repositories

Source is assigned to therepository in the SourceDefinition - Attachment tab

Repositories are used to define where thesource is located. To access the RepositoryList: From the Tools menu, select MasterRepository List. Select the repository

to access theRepository Definition

A tag is a collection of certain fields in which information is storedabout a name, an event, or a relationship.

Event Name forthis event

Witness orRelationship

Citations / Sources

Sentences

New sentence structure previewfunction provides the sentenceas it will appear in the report, ornarrative.

Witness Sentence Construction

New sentence structure previewfunction provides the sentenceas it will appear in the report, ornarrative.

Tag Sentences Defaults from Tag Type List

The Tag Type List is alist of all of the tagsdetailed in the project.

To access the Tag TypeList :

From the Tools menu,select Tag Type List .

The Tag Type Listprovides:

Sentence

Witness Sentence

Roles and Sentences

Tag Type Definition – General Tab

Language

Name of Tag

Default Location Style

If you are using UK version,ensure that the language anddefault style are set correctly.

Tag Type Definition – Roles and Sentences

Different Roles can have differentsentence structures

You can create new tag types,and new roles within the tagtypes

Tag Type Definition – Roles and Sentences

You can create new roles withinthe tag types

Tag Type Definition – Other Tab

Short name forGEDCOM

New feature that can provideinformation to remind you whencompleting the tag.

Defaults normally suffice

Export Using a Focus Group: Step 1 & 2

Exporting Data – Using Focus Group: Step 3 & 4

Select People in the FocusGroup, and then select from thedrop-down the previouslydefined focus group

You can use the defaultconfiguration, or create your own

In Step 5, specify whether toinclude ID numbers, sources, andwhether to include living people

In Step 6, specify Tag Types

After completion of steps 7 & 8, thesystem creates the GEDCOM, andsaves it in the location defined instep 2.

Introduction

Companion Products

Second Site – automaticallytransforms your genealogydata into web pages quicklyand easily without knowingany HTML

TMG Utility – databasemodification tool for TMG

How did I createaward winningwebsites?

At a push of a button,and a little help (orshould I say a bighelp) from my friendJohn Cardinal.

Second Site - Six easy steps:

1. Start the program Second Site(available from http://www.johncardinal.com)TMG should not be running when you use Second Site.

2. Make a “Site Definition File”Use the File > New... command to make a new Site Definition File (SDF).Second Site stores the options you select to customize your site in thisfile. Select "English - Standard" at the "Read default values from:" prompt.

3. Identify your TMG databaseClick the [Set Database...] button in the Data > Database section, navigateto your TMG database in the File Open dialog, and click [Open].

4. Give your site a titleKey a title in the Pages > Site.Title textbox. Fill in the other textboxes inthe Pages.Site section if you want.

5. Identify yourselfKey your name in the Pages > Compiler.Name textbox. Fill in the othertextboxes in the Pages > Compiler section if you want.

6. Make the siteUse the File > Make Site command to make the site. When Second Site isdone making the site, a window will open with some status messages andsome command buttons. Click the [Browse Site] button to open the mainpage of your site.

Step 2: Make a “Site Definition File”

Use the File > New... command to make a new Site Definition File (SDF).Second Site stores the options you select to customize your site in thisfile. Select "English - Standard" at the "Read default values from:"prompt.

Step 3: Identify your TMG database

Click the [Set Database...] button in the Data > Database section,navigate to your TMG database in the File Open dialog, and click[Open].

Step 3: Identify your TMG Database

All the tags defined in the databaseare displayed in the Tags box

You can deselect tags to beexcluded

Step 4: Give your Site a Title

Key a title in the Pages.Site.Title textbox. Fill in the othertextboxes in the Pages.Site section if you want.

Site Title - Impact

SecondSite 2

Website: Header

Step 5: Identify Yourself

Key your name in the Pages > Compiler.Name textbox. Fill inthe other textboxes in the Pages > Compiler section if youwant.

Include CompilerSection refers to

the information inTMG Preferences

SecondSite 2

Website: Footer

Step 6: Make the Site

Use the File > Make Site command to make the site. When SecondSite is done making the site, a window will open with some statusmessages and some command buttons. Click the [Browse Site]button to open the main page of your site.

Progress can be seen in the bar in theleft-hand bottom corner.

Features in Second Site 2 - Layouts

Multiple layouts –menu verticalhorizontal, header,footers

Features in Second Site 2 – Numerous Styles

Features: Sample Websites

www.pask.org.uk

http://kerrysdavis.home.comcast.net/~kerrysdavis/

There are endless sites listed onhttp://www.johncardinal.com/ss/examples.htm.

The choice is yours!

All were achieved using SecondSite.

TMG Utility

Available from http://www.johncardinal.comTMG should not be running when you use Second Site.

Demonstration

Citations

Change Citations changes areference from one sourceto another source while alsosetting the citation detail(CD). It can be used toconsolidate sources ormake other changes tosource citations.

Sentences – Rename Language

Rename Language changesall occurrences of language "A"in tag types, events, andnames to language "B".

Very useful for converting toUK Version when upgradingfrom US Version

Using The Master Genealogist Advanced

I hope that this course has significantly improved the ease ofusing the program and is helpful in your understanding ofTMG.

We covered the more advanced concepts of:

Data Set Manager, Accents, Focus Groups, Custom Flags,Advanced Report Options and designing report filters,

Creating Sources and Repositories, Custom Roles, Witnesses,Sentence Structure, Source Templates, Citation output andExporting data.

In addition, companion products including Second Site, andTMG Utility.

More Information: The Master Genealogist

Available from:

TWR COMPUTINGClapstile Farm, Alpheton, Sudbury, Suffolk, United Kingdom, CO10 9BNTelephone 01284 828271 http://www.twrcomputing.co.uk/

The Master Genealogist Gold UK Edition v7.0 – download or CD £39.95Includes free delivery

Wholly Genes Software

www.whollygenes.com

Download only: (includes electronic Users Guide*) $59.00

Upgrade from 6.0 to 7.0 $29.95

There is an option to download a 30-day free trial (43.4 Megs)

More Information: Web Sites

My websites www.uridge.org www.pask.org.uk

TMG User Group

http://www.rootsweb.com/~ohcagg/tmg/ lists lots of links,handouts, information etc.

Caroline Gurney

http://homepage.ntlworld.com/caroline.gurney1/TMG.htmprovides UK Source Templates, Timelines, UK Place Styles,TMG Layouts, Tags and Sentences

SecondSite & TMG Utility

http://www.johncardinal.com/

using master genealogist f advanced · 2018. 9. 27. · the master genealogist, teresa pask / 4...

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