Showing posts with label 2012Publish. Show all posts
Showing posts with label 2012Publish. Show all posts

Monday, May 20, 2013

Evidentia Export to FTM2012 Import - Person Reports

Continuing the with my leaning Evidentia and how to use that data in Family Tree Maker, I posted Evidentia Export to FTM2012 Import - Fields earlier. To summarize what information is generated from Evidentia, and what Files are used in FTM2012, and in what Workspace do you find that informat:

That is the import or data entry view of the data.

Any time I start something new, or decide how I want to handle some specific information or how I format my information I look at the output before I make my decision. Meaning I test "stuff" out first, a test file or two.

In my previous post, I suggested that the Analysis of the Claim would be in the Citation Text field, in the Source Workspace, and that the Proof Conclusion would go into the Research Notes. That allows me to concentrate on my sources and my analysis of the claims in that source, all in one place. Since the Conclusion is more about the Person, the Research Note would be the place to put my Conclusion. Over time, that Research Note would have all of the Conclusions of all of the claims that I had found and analysed.

There are two places where we can generate a report what has options to include the Claim Analysis and the Proof Conclusion. For this blog post, I won't go through the 15 different configurations, but will show the one that appears to work best for me.

In the Publish Workspace, Person Collection, Individual Report, with Notes on, in the Items to Include option screen, we see this:

That looks OK, as the Research Notes are provided, but the Claim Analysis is NOT present. In my earlier post, I had turned the Citation Notes field OFF, as I thought it was confusing to me.

I returned to the Sources Workspace and put a check mark in the Citation Text in the Reference Note box. Now the "sources" part of the report looks like this:

That is an example of why I thought the information in the EndNote / Reference Note was confusing. I can't tell where the Citation leaves off the Claim Analysis begins.

Back to the drawing board, for me.

I then looked at having the Conclusion in the Research Notes and the Analysis in the Fact Notes field and ran the same report.

In this report, I can see the Proof Conclusion first, followed by each Fact and its Claim Analysis. That looks great for me.

The difference now is that all of the review for this person, including the Claim Analysis will be in the People Workspace, Person View.

On one screen, I can now see what was done in Evidentia for this Claim / Fact. The Analysis on the right and the conclusion on the left, in the Research Notes.

That works for me, so far, as I don't have to turn options on or off, for a report. The report, for me at this point, is complete and I can see everything for that fact / claim in one place, on one screen.

More to follow. Don't think I done yet, as there may be more things to consider


Copyright © 2013 by H R Worthington

Saturday, May 18, 2013

Evidentia Export to Family Tree Maker by a GEDCOM file

GPS, Assertions, Conclusions, Analysis are terms that I have been struggling with in doing my family research. Earlier this year, a new software program was made available, Evidentia. This is a link for more information about the program:

I have blogged about Evidentia on another blog that I have where I have talked about this program.

Early on, there was talk about the Import and Export of a GEDCOM with that program. With all of the issues surrounding GEDCOM, I put that feature out of my thought process as I learned and have started to use this new program.

A couple of days ago, the program had an update, where the Exporting of a GEDCOM was made available.

Here is a link on how it works, Exporting FROM Evidentia.

Some terms need to be mentioned here that may be unfamiliar to some. I was one of those before Evidentia. The term CLAIM is like a Fact in Family Tree Maker. You start data entry from a Source and that Source Claims some pieced of information, like the birth or age of a person. In FTM2012, we might enter that as a Birth Fact, and attach a Citation to it.

In Evidentia, you document the Claims that the source is presenting and a citation will be generated. In fact, you create a Source, choose a Source Template, like a Template in Family Tree Maker, and a Citation is created for the CLAIMs that you gather from that source.

What Evidentia does, is to walk you though the Analysis of that Claim, then after you have other claims from other sources, you create a Proof Conclusion. You get to this Export feature from the Reports Menu in Evidentia.

In Evidentia, there are several options to choose from, when creating a GEDCOM file.

Export Claim Analysis to:
  • Citation Note
  • Citation Data
  • Event/Fact Note
  • Separate Event/Fact per Claim
  • Person Note
Export Proof Conclusion to:

  • Event/Fact Note
  • Person Note
  • Master Note
The Subject or Person is selected and Only the chosen subject, with associated claims and sources, will be exported. That is clearly stated on the above screen.

There is also an important note at the bottom of that screen;
Evidentia makes a best effort to target the GEDCOM field that will result in the requested field location when it is imported. However, where the field is imported is ultimately at the discretion of the program you are importing into.

So, what does that mean to Family Tree Maker. The Claim Analysis is pretty clear. Remember that Evidentia walks you through where to enter your Analysis of each Claim. That information can go into the Citation Notes (FTM2012 - Source Workspace, selected Source and Citation, Notes tab); Citation Data (FTM2012 - in the Citation Text); Fact Note (FTM2012 - People Workspace, Person View, Fact Note tab); Separate Fact per Claim (FTM2012 - each fact would be an Alt Fact (another fact); Person Note (FTM2012 - People Workspace, Person vie, Notes)

5 Options on where to put the Claim Analysis.

The Proof Conclusions also have options. In the Fact Note, and it would be with the Claim Analysis, the Person Note would be the Research Note in FTM2012, or the Master Note, the Person Note field.

3 Option on where to put the Proof Conclusions.

Several options, I didn't care for, just by the description and how I enter my data, but the one I liked the best was

Event/Fact Note for the Claim Analysis and the Person Note or Research Notes for that person.

Below you see the Birth Fact is highlighted and that there is a 1 in the 3rd column of numbers, or the Fact Notes tab. What is in that right column is the Birth Claim Analysis.

The Proof Conclusion, is in the Research Notes for that Person.

In the above example, there is only one Fact (Claim) that has been analyzed and only one Proof Conclusion for that person.

So in the Research Log, you would see all of the Proof Conclusions for each Fact that has been analyzed.

On the data entry side, this looks OK for me. But, I don't make a decision only on the input side of Family Tree Maker. I want to see what it will look like, IF I were to share my results, including my analysis.

To the Publish Workspace, and for this example I want to view my claims about the Person, so the Person Reports and Individual Report is selected. Selecting the Items to include (Right Panel, first ICON on the Left) I make the following choices.

Include the Person Notes, Fact Notes, and Research Notes.

The report that is generated shows the Proof Statement under Research Notes, right at the top of the Notes, followed by the Fact Notes. In this case, there are no Person notes.

I would use this report to help prove who this person was and how I came to that conclusion

There are at least 15 options given to us on Importing into Family Tree Maker. I have looked at the other options, and this one will work for me, for now.

There will probably be additional blog posts on Evidentia, as I am only learning about how to use it and how to import it, with only a couple of test cases. I am guessing that there are a number of things to take into consideration on it's use.

This whole process of handling data for me file. It's more then recording the data I find, but that evaluation of that information can be done and imported into Family Tree Maker.

Am I going to update my whole file? Probably not, but I AM starting with my Brick Walls. I already have an Evidentia file on my "brick wall". That is, Who are Capt John's Parents.

Here is a link to a list of Evidentia Resources that I have found.

Another software program that is now in my Genealogy Research Tool Box.

Copyright © 2013 by H R Worthington

Wednesday, November 7, 2012

Consistency Check Reminders

One of the Blogs that I follow is that created by Tamura Jones, Modern Software Experience. Today his blog was on Consistency Check Reminders. I hadn't thought about that as a topic of this blog, but I agree with Tamura on what he wrote. Our genealogy software should provide us with options on this topic, as well as the Back Up mention at the end of the article.

Back Ups:

Family Tree Maker has always provided us with Back Up features. But Tamura went further then having a feature available, but reminders or user options to have the Back Up's performed.  FTM2012 does have options for us, plus offers us a Back Up reminder when preparing to perform some tasks within the program.

For example: the Tools, Compact File utility does offer a Back Up window / reminder before the compacting of the file is performed. Going to the Tools menu and selecting Compact File, this window will open.

Placing the cursor in that box will start the back up process. WE, the user, should take advantage of that.

We also have options on WHERE to put that back up. The Default is in the SAME folder where the Family File is located. Usually in My Documents, under Family Tree Maker. I do NOT put my Back Ups on the SAME Hard Drive where my Family File is located.

I put my Back Up's in a Custom Directory, on an External Drive. (my "J" drive)

We also have options in what we want to include in the Back Up. I always Back Up every thing. I am NOT concerned about disk space. I want to ensure that I can recover any problem with the file quickly and easily.

OH, I also run a Restore from Back Up, once a month, to make sure that the Back Up works.

If you look at the filename of the Back Up (FTMB), you will see that it included the DATE of the Back Up. It makes it very easy to see the most recent file to restore.

There are other operations, that may impact the entire file, where the Back Option is offered. I take advantage of that when offered.

Taking Tamura's statements to heart, FTM2012 also provides us with the Option to Back Up the file automatically, when we close the file, without actually having to do any mouse clicks. That option is in the Tools, Options menu, General Tab.

Putting a check mark in that box, which is the default setting, will cause the program to create a back up of the family file. Using the Automatic Back Up feature, will put a Back Up in the SAME folder as the family file and it will NOT include images. So, the size of this back up will be smaller the the Back Up mentioned earlier.


The major thrust of Tamura's article, by my reading, was our ability to make our data consistent.

FTM2012 provide two versions or help in this area. 1) during Data Entry, and 2) a report, in this case the Data Error Report.

The Tools, Options menu has a Warnings Tab.

We have options on what data we want to have a Warning Screen appear, or not appear.
  • Double Dates
  • Title in Name fact
  • One or two digit years
  • Text in quotes (nickname) in the name fact
  • Copy media files to media folder
  • Auto populate Smart Stories
I keep all by the One or two digit years in the PROMPT ME mode. So, during data entry, if I were to put the nick name of a person, in quotes, into the Name Fact, I'll receive a warning, and cause me to confirm this is what I intended to do. I put a nick name into the AKA (Also Known As) Fact, so I want to be reminded that I have done something that would not be consistent with my data entry for the nick name.

IF I enter a 2 digit year, I will be warned to enter a 4 digit year.

For example: I entered 06/06/12 into the Date field. There is a Warning ICON on the Right of the Date field. It took my 12 to mean 12 AD, instead of 2012.

The warning says "Error: The data you entered has an ambiguous year" message.

Below the previous Waring screen are three more options:
  • Show alerts for unlikely birth, death and marriage dates
  • Show unrecognized place name indicators
  • Show informational alerts (i.e., changed name, changed home person...)
I find these very helpful. There are proactive warnings on data entry. They will appear as pop-up windows, or an ICON for the Place Name indicators. (will show shortly)

There is a Data Entry Report in the Publish Workspace.

The Person Reports and select the Data Error Report. Once the report is generating the Items to Include where the below window will open.

We have plenty of options of what we want in the report. I use this report frequently, but normally focus on certain bits of information at a time. For example, the Children being out of order.

So, in my mind, we have the proactive Warning messages during data entry, then a report to work from.

Place Name Consistency

This has always been a concern of mine. However, until FTM2012 (704), the struggle has been around Historical Place Names. That update has resolved that for me. I can visually see my "current" Place Names and the Historical Place Names at a glance.

For example: All Hallows Parish, is a historical place name, while the All Hallows Church Cemetery is in the town of Birdsville. The Cemeteries and the Plantation are in Annapolis, Anne Arundel County, Maryland.

The ICON with the Check Mark, is the visual indication that these place names have yet to be resolved. In each of these cases, I am researching what the place name should be. Upper Burlington County, New Jersey, doesn't currently exist. So, I need to view the DATES of the events that took place in Upper Burlington County, New Jersey to see if it is a historical name based on that time frame.

 If I understand the trust of Tamura's article, for me, FTM2012 offers me the features we described in his article.


Copyright © 2012 by H R Worthington

Friday, June 22, 2012

Media Information - Filter In / Filter Out

I have posted a couple of blog entries on the use of the Filter In and Filter Out feature for Media Information. It took some testing to figure out how the Filter feature worked with the Media Information as the criteria.

List of Burials without Headstone Images - revised

and an update:

FTM2012: Filter Out Media - a learning
Here is how it appears to work. The real trick is what is that Media File "linked to".

My normal way of using a headstone is link it to the Citation. So, its a Citation Media file. With the use of the Caption, the filter will pick up the Text in the Caption. I have the Name of the person, in the Caption, with Birth and Death Years.

Anna Worthington Highley (1920-1986)

Any of those words (characters) will be found in the Media Information.

I my case, the Description field, for that Media File, had the words "Find-A-Grave" in that description. Because that Media file was Linked to the Citation, the Media Information would NOT find "Find-A-Grave".

However, IF I link that Media file to the PERSON, in addition to the Citation AND the term "Find-A-Grave" is in the Description it will be found, because the Person's Media file has that search string in the Description field.

Initially, I had not wanted to have the Person's Media file to have the Headstone. In addressing this specific issue, I have changed my mind (for now). That is, I will include a Link from the Media file to the Person.

To show that this works, I added the term "Find-A-Grave" in the Description Field for this media file AND Linked it to the Person (this specific one does NOT have a Citation)

The Filter In > then looks like this:

Other is selected, then Media Information in the pull down menu, Contains Find-A-Grave

The results are:

This is the only person that I have marked this way. Based on the Testing, this will work as long as the Media Description has the search term (Contains) AND that Media file is linked to a Person.

This is the People Workspace, Person View, Media Tab.

To complete this process, I am going to Link my Headstone Images to the Person(s) who are listed on the headstone. Then I can change the Contains Find-A-Grave to Does NOT Contain Find-A-Grave. 

I will ensure that the Citation for these headstones have "Find-A-Grave" in the Citation.

Lesson Learned: More information on how the Filter In and Filter Out feature works.


Copyright © 2012 by H R Worthington

How to document a Relationship?

Warning: This is a work in progress.

 A question that I see on the various Family Tree Maker message boards, is How do I document a relationship?

We have Facts that we record, with each Fact we Cite where we received that information from. Some of these documents reflect relationships. Within FTM2012 we have a nice Relationship view, in the People Workspace, Person View, and the Relationship Tab.

 This is a nice chart and clearly shows us the Relationships, and the types of relationships between Parents and Children, and "Husband and Wife" (I will not address the issues surrounding those two terms).

Nice chart and pretty clear. BUT, how did we get there. Of course the answer is within FTM2012.

The issue is, how did WE get to the relationship "conclusion" or how do we record that.

In a project I worked on, I used the Name Fact to record what the various sources told me about this person, and other people.

For example:

1850 Census shows Head of Household - James Howard (53);  and Cath Howard (39); Julia Howard (50); Margaret Howard (20); Nancy Howard (16); Wm Howard (13); James H Howard (11); Harry C Howard (8); David R Howard (6); Mary Brannon (17); Ann M Getzandamer (49): Augustus Getzandamer (6); Rebecca Coarley (25); Roletta Carter (35);1880 Census shows David R Howard as Brother of William R Howard (head of household)

1860 Census shows Head of Household - James Howard (63);  and Chas R Howard (38); John E Howard (34); Nannie H Howard (26); Wm R Howard (23); J M H Howard (21); Harry C Howard (18); David R Howard (16); Margt Fitzgerald (26); Ann Carroll (27)

1870 Census shows Head of Household - William Howard (33);  and Ann H Howard (36); Henry Howard (29); David Howard (27); John E Howard (42); James M Howard (31); Annie Carlin (40); Joshua William (39)

1880 Census Shows Relationships with Head of Household - William R Howard (43); Elizabeth W Howard (41), Wife; William R Howard (7m, Son); Charles R Howard (4); Ann H Howard (46), Sister; Harry C Howard (38), Brother; David R Howard (38) Brother; Sophia Johnson (55), Servant; Laura Thomspon (35), Servant; Jennie Francis (17) Servant

1900 Census Shows Relationships with Head of Household - William H Howard (66); William R Howard (63), Brother; Elizabeth M Howard (60), Sister-in-Law; Charles R Howard (24), Nephew; William R Howard (20), Nephew; Harry C Howard (58), Brother; David R Howard (56), Brother; Harriet Bolton (46), Servant; James Mch Howard (61), Brother

1920 Census Shows Relationships with Head of Household - Henry C Howard [Hardy C Howard] (77); David R Howard (75), Brother; Rosa C Howard (50), Cousin
Maryland Births and Christenings, 1650-1995 shows  David Ridgely to his parents, James Howard and Catherine _____.
You get the point. I put these notes in the Preferred Fact.

This worked pretty well. But I started this before we were provided the ability to Print Notes, including Fact Notes.

During my clean up of this file (this file started in Version 3.4), using FTM2012 for clean up, I have many more options, so how best to do them, and address this relationship documentation issue.

How about using Fact Notes?

The advantage now is, that the Citation is one tab away, on the selected Fact Display (right hand panel in the Person View.

Remembering when Census Records really spelled out relationships, besides being "in the household" I decided to record the make up of the household, in the Residence Fact Notes page.

OK, that works for me. Again, the Citation is two tabs to the right, and IF I want to see the Census Record, it is in the Media Tab. This works for me.

There are other records the show relationships, so I put them into the Fact Notes. I have been moving (Copy/Paste) old information from the Person Notes field, into the more appropriate Fact Notes field.

This has a bonus feature. For example, I don't want Social Security information "out there" so I can mark that FACT as Private, so no one can see that fact nor its details, but I can see them.

Keeping with the Census Record, comparing two census years for a household, that is the selection of a different Residence (fact) Year. It's visual, but it has worked for me.

As I try to point out, "but what does the output look like?". Hier is the Publish Workspace, Pction Collection, Notes Report options.

Lots of options. Private Notes, Person Notes, Fact Notes, Relationship Notes, etc.

Now, why didn't I choose the "Relationship Notes". That IS and option. I tried it, but I liked the ability to enter or check the Fact Notes, be able to see the Citation, AND the ability to view the Media File (Census record for this example). The Relationship Notes were "too busy" for me.

In an earlier blog post, I mentioned the Research Notes, that can be seen above.

There is one more advantage, that I learned earlier, is the Notes tent can be seen in the People Workspace, Family View, for the selected Person.


So, I can SEE all of the notes for that person in the Family View.

This is still a work in progress, but it's the direction that I am going.


Copyright © 2012 by H R Worthington

Thursday, June 21, 2012

FTM2012: Filter Out Media - a learning

In this blog post: List of Burials with Headstone Images I learned that the Filter Out of Media files did not work as I had seen in my file BEFORE I posted the message. What I learned was that only the Media Files, linked to a PERSON will be excluded. That means, that if there is a Media file, a family portrait for example, that Person would be excluded from that report. Not the desired result.

This step should NOT be used in the blog post mentioned above.

The blog post has been updated to reflect that this step should now be used.

Copyright © 2012 by H R Worthington

Wednesday, June 20, 2012

List of Burials without Headstone Images - revised

Question: "Does anyone know of a way to create a report that shows all burial data and then filter out the ones that have media attached to them? I want to get a list of open cemeteries that I need to get pictures of gravestones. I tried the custom reports with the filter in all burials with data in the description(that works!!) and then filter out the ones that have media data attached.....that does not work??"

The question is Timely as I have been working on my file, on this same topic.

I'll start by creating a report of everyone,  who has a Burial FACT, what includes a Media File. (Image of a headstone)

Go to the Publish Workspace, Person Collection and Custom Report.

For this report, since the question was "cemeteries that I need to get pictures of gravestones", that suggests the Report would be BY Cemetery, the Person in the Cemetery.

First I named the report "Headstone Media Report", then selected the "Items to Include" ICON.

The report I am generating, is based on the fact that I have a number of towns, or places, where there are multiple cemeteries where I have ancestors. To do that, the Items I want to include are: Burial, Name, and PersonID. That is the Burial Fact, the Name of the Person, and the Person ID. Reason: I may have, and do, have multiple people, with the same name buried in the same cemetery and the PersonID will show the specific person I am looking for. The order of the list of Facts are important, for grouping by Place and Cemetery.

NOTE: I record the Place Name, and the Cemetery Name is in the Description Field.

The Sort order is by Burial Fact PLACE, then Burial Fact DESCRIPTION.

And example of the Report is below:

So each PLACE, which can be filtered later one, is grouped together, then within that PLACE would be the multiple Cemeteries within that PLACE. Then the Name of the Person, and the PersonID.

Now to reduce the number of people in the report. Select "Selected Individuals" and a new window will appear. This is where you "Filter" people in or out, so select Filter In >

The first will be do Filter In EVERYONE who has information, any information, in the Burial Fact. Burial is in the All Facts selection, Burial from the pull down menu of Facts, and "Any Data" from the second pull down menu, and select EXISTS.

This will move everyone with a Burial Fact into the Right Window. Too many, 429.

EDIT: After further testing, the information below, does not work in this specific case.

We now will Filter OUT, everyone who already has a Media File associated with the Burial Fact. (That is where I put headstone pictures)

Selecting "Other", the Media, and Exits, will < Filter OUT anyone with a Media file, from the Right window, reducing the number of people in the report.

NOTE: This Filter WILL Filter OUT every one with a Media File. So, it may remove too may people. I'll post a follow up post with the ability to Identify those you were removed, in error.

Still too many, 479 to 372.

I only want people who are buried in Pennsylvania.  So, we'll  < Filter OUT burial Facts that are NOT in Pennsylvania, or Any Fact Places, that Does Not Contain Pennsylvania.

This gets the number down to 74

 Here is the final report.

 This example has two cemeteries grouped and listed.

Copyright © 2012 by H R Worthington

Saturday, June 9, 2012

How to get Family Photos into a Family Group Sheet?

How to have a Family Photo into a Family Group Sheet?

I have a photo of my Grandparents:

I would like that photo to be on their Family Group Sheet.

First, the photo my have links from the Photo, to the people in the picture. My example is only two, but if the photo had an entire family, the same steps would need to take place.

Go to the Media Workspace and find the photo.

Now select the Details Tab.

Notice that there is only ONE link from that photo to a Person.

Clicking on New, Link to Person, will allow you to add other people to that Photo.

You then Enter the Name (Surname, Given Name). Selecting the Name, and have Link to Person Only.

This will now add(Link)  this second person to  that image.

Going to that Person, this picture will be in the Media Tab for that person.

Going to the Publish Workspace, Relationship Collection, Family Group Sheet, you will see that there is NO Family Image at the top of the Family Group Sheet.

On the Right Hand Panel, is a Family Picture pull down menu. The Image that was just linked is now listed and can be selected.

Now the Family Group Sheet has this Family Photo.


Copyright © 2012 by H R Worthington

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