The MasterGenealogistby Wholly Genes Software
Teresa PaskUridge, Euridge One-Name StudyPask, Paske One-Name Study
www.uridge.org, orwww.pask.org.uk
The Master Genealogist, Teresa Pask / 2 [email protected]
Introduction
My name is Teresa Pask née Euridge
I live in New Haw, Surrey – between Woking & Weybridge
I have been researching my family history since 1980. Istarted the Euridge, Uridge One-Name Study in 1982, andthe Pask, Pask One-Name Study in 2002.
I am a member of the Guild of One-Name Studies, andLincolnshire Family History Society
I subscribe to www.ancestry.com., www.findmypast.com.
I have been using TMG since 1999, and use it extensivelyon a daily basis.
My aim is to give back something into family history – so manypeople have helped me. Also to exchange ideas, and differenttechniques.
The MasterGenealogistby Wholly Genes Software
Demonstrations: Basic Functions
Demonstrations: Scenarios
Introduction
Demonstrations: Companion Products
The Master Genealogist, Teresa Pask / 4 [email protected]
Basic Functions
Background Information
Out-of-the-Box Functionality
Setting Up Options
Entering Data
Linking Families
Project Explorer / Picklists
Finding, Searching and Sorting
Trees, Charts & Books
The Master Genealogist, Teresa Pask / 5 [email protected]
Scenarios: What do I do if?
I receive data from another researcherImporting from Family Tree Maker
I need to provide data to another non TMG userUsing Focus GroupsExporting to GEDCOM
I need to provide some of my data to another TMG userCreating a Subset of your Project
I want to change the sentence relating to a tagFor one eventAs a defaultCreating a new role
Other Topics? Insufficient time for all – you
choose [after the break]
The Master Genealogist, Teresa Pask / 6 [email protected]
Companion Products
Second Site – automatically transforms your genealogy datainto web pages quickly and easily without knowing any HTML
TMG Utility – database modification tool for TMG
The Master Genealogist, Teresa Pask / 7 [email protected]
Introduction
ReleaseTMG Release 6.12TMG UK Release 6.12
HardwareWindowsXP/2000/ME/NT/98Pentium 166 with 64 Megsof RAM (256recommended)
Personal Usage2 x One-Name Studies5,000+Basis for websiteswww.uridge.orgwww.pask.org.uk
Other toolsSecond Site – generates webpages (500+ pages)TMG Utility – databasemodification tool for TMGPathWizPocket GenealogistGenSmartsExcel
The Master Genealogist, Teresa Pask / 8 [email protected]
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
The MasterGenealogistby Wholly Genes Software
Demonstrations: Basic Functions
Demonstrations: Scenarios
Introduction
Demonstrations: Companion Products
The Master Genealogist, Teresa Pask / 10 [email protected]
Getting Started
Out-of-the-Box
New Project WizardStep 1: WelcomeStep 2: Enter your nameStep 3: Enter your fatherStep 4: Enter your motherStep 5: Enter your parent’s marriageStep 6: Enter your sourceStep 7: Finish
Demonstration
The Master Genealogist, Teresa Pask / 11 [email protected]
Importing & Exporting GEDCOM
TMG will import data through GEDCOM v4.0 or v5.5
The following formats and versions are supported directly (i.e.,without GEDCOM) using TMG's GenBridge™:
Family Gathering™Family Origins™ v4,5,6,7,8,9,10Family Tree Maker™ v3-11, 2005Generations™Legacy™ v3, v4, v5Personal Ancestral File™ v2.x, v3.x, 4.x, 5.xRoots IV™ Roots V™v1,2,3,4Ultimate Family Tree™Visual Roots™
Direct Export to PDAPocket Genealogists (iPaq)GedStar Plus for TMG (Palm)
The Master Genealogist, Teresa Pask / 12 [email protected]
Setting Up Options
Welcome window simplifies start-up options
Fully customizable – unlimited optionsLayoutsToolbars
PreferencesGeneral Format, font, sizeColoursDatesPrompts
Demonstration
The Master Genealogist, Teresa Pask / 13 [email protected]
Help & Aids
Online HelpTips and Hints – new feature at start-upCue cards – purpose and options of major screensContext-sensitive help
Hot/Repeat KeysToolbar or Ctrl KeysFunction (Hot) Keys – F3 repeatText Macros
Last Viewed Person
Bookmarks
Beginner vs Advanced ModeDefault Basic features (Beginner)
Demonstration
The Master Genealogist, Teresa Pask / 14 [email protected]
Entering Data
Tags
A tag is a collection of certain fields in whichinformation is stored about a name, an event, or arelationship.
Advanced ModeEvent-specific namesRolesWitnessesSentencesSureties
Custom Tool Bar
Demonstration
The Master Genealogist, Teresa Pask / 15 [email protected]
Linking Families
Add Person functionIndependent, unrelatedHusband, wife, spouse, father, mother …Copy person
Add Person window
Person view, Family view, Tree view
Children and Siblings windows
Demonstration
The Master Genealogist, Teresa Pask / 16 [email protected]
Project Explorer / Picklists
Project ExplorerWindows Explorer type displaySimilar to a navigable descendant chart
PicklistsFaster and easier for looking for a person bynameSimple or Expanded Picklist
Sort BySurname or Surname SoundexGiven NameBirth date or Death dateID Number or Reference field
The Master Genealogist, Teresa Pask / 17 [email protected]
Finding, Searching and Sorting
Filters can be created, saved and applied to:Project ExplorerPicklistsReports
FlagsIdentify certain features - Standard flagsCustomized flagsApply flags in secondary output option
AccentsHighlight depending on a criteriaAvailable in many screens
Person, Family, and Tree ViewsChildren and Siblings windowProject ExplorerExpanded Picklist
Demonstration
The Master Genealogist, Teresa Pask / 18 [email protected]
Maintaining Flags
Flags - Identify certain featuresControl Accent coloursSelect people for various operations
Standard flags:SexLivingBirth OrderAdoptedMultiple BirthAncestor InterestDescendant Interest
Customized flagsCreate, Edit, DeleteEnable, Disable
The Master Genealogist, Teresa Pask / 19 [email protected]
Trees, Charts & Books
ReportsMost commonly used report typesExtensive Report definition functionsOptions tabs – for example, Dates, Exhibits, Fonts,Output Columns, Page OptionsBook Manager option
ChartsAncestor ChartDescendant ChartHourglass ChartFan ChartBitmap (.BMP),JPeg Image (.JPG),Visual Chartform (.VC2)
OutputOutput to screen, printer, fileAcrobat file – PDF
Demonstration
The MasterGenealogistby Wholly Genes Software
Demonstrations: Basic Functions
Demonstrations: Scenarios
Introduction
Demonstrations: Companion Products
The Master Genealogist, Teresa Pask / 21 [email protected]
Scenarios: What do I do If?
I receive data from another researcher?Importing from Family Tree Maker
I need to provide data to another non TMG user?Using Focus GroupsExporting to GEDCOM
I need to provide some of my data to another TMG user?Creating a Subset of your Project
I want to change the sentence relating to a tag?For one eventAs a defaultCreating a new role
Other Topics?
The Master Genealogist, Teresa Pask / 22 [email protected]
Importing GEDCOM
TMG will import data through GEDCOM v4.0 or v5.5
The following formats and versions are supported directly (i.e.,without GEDCOM) using TMG's GenBridge™:
Family Gathering™Family Origins™ v4,5,6,7,8,9,10Family Tree Maker™ v3-11, 2005Generations™Legacy™ v3, v4, v5Personal Ancestral File™ v2.x, v3.x, 4.x, 5.xRoots IV™ Roots V™v1,2,3,4Ultimate Family Tree™Visual Roots™
Demonstration
The Master Genealogist, Teresa Pask / 23 [email protected]
Import from Family Tree Maker
The Master Genealogist, Teresa Pask / 24 [email protected]
Import Wizard Step 2: Import from
The Master Genealogist, Teresa Pask / 25 [email protected]
Step 3: Import to
The Master Genealogist, Teresa Pask / 26 [email protected]
Step 4: Tag Types Options
The Master Genealogist, Teresa Pask / 27 [email protected]
Step 4: Tag Types Options Assignment
The Master Genealogist, Teresa Pask / 28 [email protected]
Step 5: Comment/Location Destination
The Master Genealogist, Teresa Pask / 29 [email protected]
Step 6: Finish
The Master Genealogist, Teresa Pask / 30 [email protected]
Import Process - Messages
The Master Genealogist, Teresa Pask / 31 [email protected]
Master Place List
The Master Genealogist, Teresa Pask / 32 [email protected]
Scenarios: What do I do if?
I receive data from another researcherImporting from Family Tree Maker
I need to provide data to another non TMG userUsing Focus GroupsExporting to GEDCOM
I need to provide some of my data to another TMG userCreating a Subset of your Project
I want to change the sentence relating to a tagFor one eventAs a defaultCreating a new role
Other Topics?
Demonstration
The Master Genealogist, Teresa Pask / 33 [email protected]
Using Focus Groups
A focus group is acollection of individualsthat may be used tospecify subjects whensearching the web andfor other purposes suchas export.
The Master Genealogist, Teresa Pask / 34 [email protected]
Focus Groups
Once one member hasbeen added to thefocus group, you canalso choose to add:
AncestorsDescendantsSpousesName Variations
You can save FocusGroups for later use
The Master Genealogist, Teresa Pask / 35 [email protected]
Export Using a Focus Group
The Master Genealogist, Teresa Pask / 36 [email protected]
Step 4: Export What People
The Master Genealogist, Teresa Pask / 37 [email protected]
Step 5: Option Screen 1
The Master Genealogist, Teresa Pask / 38 [email protected]
Step 6-7: Option Screen 2 & 3
The Master Genealogist, Teresa Pask / 39 [email protected]
Scenarios: What do I do if?
I receive data from another researcherImporting from Family Tree Maker
I need to provide data to another non TMG userUsing Focus GroupsExporting to GEDCOM
I need to provide some of my data to another TMG userCreating a Subset of your Project
I want to change the sentence relating to a tagFor one eventAs a defaultCreating a new role
Other Topics?
Demonstration
The Master Genealogist, Teresa Pask / 40 [email protected]
Creating a Subset of your Project
1. Create a folder on yourcomputer.
2. Open TMG and define a report(List of people).
3. Filter the report to list alldescendants and exclude living.
4. Specify the report options tocreate a project in the foldercreated in step 1.
5. Zip the folder and e-mail to therecipient.
The Master Genealogist, Teresa Pask / 41 [email protected]
Step 2: Define a Report (List of people)
The Master Genealogist, Teresa Pask / 42 [email protected]
Step 3: Filter the Report
In the report filter specify:
• Is a Descendant … of ID
• Living = N
• Add their Spouses
• Add their Descendants
The Master Genealogist, Teresa Pask / 43 [email protected]
Step 4: Specify the Report Options
Exit fromFilter Optionsand thenchooseOptions
Choose Secondary Output
The Master Genealogist, Teresa Pask / 44 [email protected]
Secondary Output – Create New Project
Specify Location andName of New Project
Suppress if a report is not required
The Master Genealogist, Teresa Pask / 45 [email protected]
Report Definition Screen
Return to ReportDefinition Screen andchoose Print & Save
Filter Progress Pop-upBox details the number
of found conditions
The Master Genealogist, Teresa Pask / 46 [email protected]
Confirm New Project
New Project iscreated in thedefined folder
The Master Genealogist, Teresa Pask / 47 [email protected]
Step 5. Zip the Folder
Select Folder, then right-hand mouse button andchoose Send To >Compressed (zipped) Folder
The Master Genealogist, Teresa Pask / 48 [email protected]
E-Mail Zipped Folder
Select zipped file, then right-hand mouse button andchooseSend To > Mail Recipient
The Master Genealogist, Teresa Pask / 49 [email protected]
Scenarios: What do I do if?
I receive data from another researcherImporting from Family Tree Maker
I need to provide data to another non TMG userUsing Focus GroupsExporting to GEDCOM
I need to provide some of my data to another TMG userCreating a Subset of your Project
I want to change the sentence relating to a tagFor one eventAs a defaultCreating a new role
Other Topics?
The Master Genealogist, Teresa Pask / 50 [email protected]
Tags
A tag is a collection of certain fields in which information is storedabout a name, an event, or a relationship.
Name
Relationship
Event
The Master Genealogist, Teresa Pask / 51 [email protected]
Sentences
The structure of sentences to be used in narrative reports can bemodified easily (in Advanced Mode only). Both the defaultsentences created by TMG and the sentences within individualevents can be changed.
The Master Genealogist, Teresa Pask / 52 [email protected]
Creating a Tag or Changing the Default Sentence
The Master Genealogist, Teresa Pask / 53 [email protected]
Tag Type Definition – General Tab
Language
Label
Address Style
The Master Genealogist, Teresa Pask / 54 [email protected]
Tag Type Definition – Roles and Sentences Tab
The Master Genealogist, Teresa Pask / 55 [email protected]
Tag Type Definition – Other Tab
Defaultsnormallysuffice
The Master Genealogist, Teresa Pask / 56 [email protected]
Add New Role
Select existingrole that it is
similar to
The Master Genealogist, Teresa Pask / 57 [email protected]
Change Sentence Structure
Change sentence fromshe to he
Change Sex to Male
Use arrow to move therole up the list
The MasterGenealogistby Wholly Genes Software
Demonstrations: Basic Functions
Demonstrations: Scenarios
Introduction
Demonstrations: Companion Products
The Master Genealogist, Teresa Pask / 59 [email protected]
Companion Products
Second Site – automatically transforms your genealogy datainto web pages quickly and easily without knowing any HTML
TMG Utility – database modification tool for TMG
The Master Genealogist, Teresa Pask / 60 [email protected]
Preparing a Web Page
TMG OptionsOutput to HTML formatCustomizable, knowledge of basic HTML
SecondSiteautomatically transforms your genealogy data into web pagesquickly and easily without knowing any HTML.
The Master Genealogist, Teresa Pask / 61 [email protected]
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 nameKey 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.
Demonstration
The Master Genealogist, Teresa Pask / 62 [email protected]
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.
The Master Genealogist, Teresa Pask / 63 [email protected]
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].
The Master Genealogist, Teresa Pask / 64 [email protected]
Step 3: Identify your TMG Database
All the tags defined in thedatabase are displayed inthe Tags box
You can deselect tags to beexcluded
The Master Genealogist, Teresa Pask / 65 [email protected]
Step 4: Give your Site a Name
Key a title in the Pages.> Site.Title textbox. Fill in the othertextboxes in the Pages.Site section if you want.
The Master Genealogist, Teresa Pask / 66 [email protected]
Site Title - Impact
SecondSite
HTML Header
Footer
The Master Genealogist, Teresa Pask / 67 [email protected]
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 tothe information inTMG Preferences
The Master Genealogist, Teresa Pask / 68 [email protected]
Step 6: Make the Site
Progress can be seen in the bar inthe left-hand bottom corner.
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.
The Master Genealogist, Teresa Pask / 69 [email protected]
Other Features
Place
Place Index
Sources
Relationships
Style
Page Sizes
Lists
Charts
Stylesheets
Demonstration
The Master Genealogist, Teresa Pask / 70 [email protected]
Place
Use Place Style fromTMG Preferences
The Master Genealogist, Teresa Pask / 71 [email protected]
Place Index
Note: This is not currently used on www.uridge.org refer to www.pask.org.uk
Result – Master PlaceIndex
Configuration
The Master Genealogist, Teresa Pask / 72 [email protected]
Place Information
Master Place List inTMG
The Master Genealogist, Teresa Pask / 73 [email protected]
TMG Utility
Available from http://www.johncardinal.comTMG should not be running when you use Second Site.
Demonstration
The Master Genealogist, Teresa Pask / 74 [email protected]
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.
The Master Genealogist, Teresa Pask / 75 [email protected]
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
The Master Genealogist, Teresa Pask / 76 [email protected]
Conclusion: Summary
The Master Genealogist is:
Very comprehensive – covers all major requirements + more
Version 6.0 UK specific
Support – incl Support Forum
Extensive user groups
Customizable – Can be overwhelming in the beginning
Any Questions ?
The Master Genealogist, Teresa Pask / 77 [email protected]
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 v6.09 -- full retail pack £39.95
The Master Genealogist Gold UK Edition v6.09 -- download without printed manual £39.95
The Master Genealogist Getting Started training DVD -- £16.95
Includes free delivery
Or
Wholly Genes Software
www.whollygenes.com
Download only: (includes electronic Users Guide*) $59.00
Shipped by Mail: (includes CD-ROM, printed Users Guide*, and optional download) $79.95
There is an option to download a 30-day free trial (33 Megs), available fromhttp://www.whollygenes.com/files/tmg6uksetup.exe
The Master Genealogist Intermediate training DVD
The Master Genealogist Advanced training DVD
The Master Genealogist, Teresa Pask / 78 [email protected]
More Information: Web Sites
My websites www.uridge.org www.pask.org.uk
Download of Family History Presentations
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/
The Master Genealogist, Teresa Pask / 79 [email protected]
TMG Tutorial – SOG – 1 September
Basic Functions – more detail and demonstrations
Scenarios – what do I do I if?I receive data from another researcher?I need to provide data to another non TMG user?I need to provide some of my data to another TMG user?
Managing Projects & Data SetsMaintaining FlagsCreating a Sub Project (Data Set)
I want to change the sentence relating to a tag?For one eventAs a defaultCreate a new tag
Other Topics?
Companion Products
A similar tutorial will be held at the Society of Genealogistsand will cover:
Also I am manning a TMG /Census Help Desk at WhoDo You Think You Are Live– Sunday / Monday 6-7May
Publishing Your FamilyHistory to the Web
25 June 2007
Evaluations: Tailor-made Website
Evaluations: GEDCOM-based Publishing
Introduction
Evaluations: PHP-based Website
Evaluations: Alternatives
The Master Genealogist, Teresa Pask / 81 [email protected]
Introduction:
If you can e-mail, upload files, and use a genealogy softwareprogram, then you have enough knowledge and experience tohave “Virtual Presence” on the internet.
The hardest part is deciding what method you are going to use!