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


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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: http://evidentia.ed4becky.net/

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

https://worthy2be.wordpress.com/tag/evidentia/

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.

https://worthy2be.wordpress.com/2013/05/15/evidentia-reference-listing/

Another software program that is now in my Genealogy Research Tool Box.
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Copyright © 2013 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.

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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.


 Example:


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.

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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.
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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.
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Copyright © 2012 by H R Worthington

Saturday, June 9, 2012

Missing Census Records

There was a question on the Ancestry.com Message Board about Family Tree Maker. It was about a Report to show what Census Records that the user might have missed.

It should be noted, that I record Census Records using the Residence Fact. What I did was to create a Custom Report (Publish Workspace, Person Collection, Custom Report)  and have three Items. Birth, Residence, and Death Facts.

In the Items to Include ICON (first ICON in the Right Hand Panel), those are the Facts Selected. For this report, the order of FACTs are Birth, Residence, and Death. For each Fact, I made sure that the "Include only preferred facts" was selected.


Each Fact was selected and that Facts OPTIONS were checked. The Exception is the Residence Fact, where the Preferred Only check mark was removed, as I want to see ALL Residence Facts.


This is the report that was generated. It's very clear that  I am missing the 1910, 1920, and 1940 Census. (Yes, I have manually search for this record in the 1940 Census, waiting for California to be indexed.


The 2nd person (Sarah), is only missing the 1910 Census, as she was born in 1891, found her in 1900, but she died in 1920.

Ulysses was interesting, and since he was in the report, I included him. Born, just before the 1880 Census and died later in 1880, but made the 1880 Census.
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Copyright © 2012 by H R Worthington

Wednesday, June 6, 2012

FTM2012 - Research Notes Options

Genea-Blogger Randy Seaver, of GeneaMusing.com has a series of Blog Posts on the importance of Research Notes. I would encourage you to read each of his Blog Posts on this topic.

 Samples of Essential Reports for Genealogists

Creating Research Notes in RootsMagic 5 - Post 1

Creating Research Notes in RootsMagic 5 - Post 2

Do the Research Notes Transfer via GEDCOM to Family Tree Maker 2012?

Do the Research Notes Transfer via GEDCOM to Legacy Family Tree 7.5?

I found is observations very interesting. Having spent quite a bit of time dealing with the exchange of information between Genealogy Software packages, using the GEDCOM option, including the three Randy has shared,

I had made a quick blog post, earlier, but was not in a position to provide details:

Research Notes

I now want to see how I have done or am doing in the area of Research Notes, within Family Tree Maker 2012 already, as I really haven't focused on this topic, but I have been using the features, just hadn't been doing it consistently or "on purpose". More or less by accident to track what I  have or haven't done.

The first thing I did was to look at the Help file, within FTM2012. This is from the Help menu Index for Research Notes Report.



Looking at that, confirmed that we have many options, based on what level we want to keep Research Notes for. There is a place for Citation Notes, Person Notes, Fact Notes, and Research Notes for a Person.

The Person Notes, are normally where I keep and enter the "stories" of people, as I find them. Part of my Clean Up of my file, is to restoring the field for that purpose, as these Note features have not been around for that long, nor have we had the ability to Print Notes Reports.

In the People Workspace, Person View, the Person Notes are in the Left Column, near the bottom of that Panel, it's the First ICON, and the "stories" or Notes are typed into that area of the screen. (NOTE: these Notes can be marked as Private).

Also, each FACT has the ability to have notes. There are blog entries on how I have used this.


For this specific Example, I have recorded the History of the 11th Kansas Cavalry. The "story" of this Civil War unit is in the Notes section. Above the notes are the Events of this Unit in the Civil War, with Dates and Places where the battles were fought. That data will be displayed in a Timeline Report.

Researching this unit, I found some battle specific information, which I put in the FACT Notes on the Right. If I want more details about that battle, they are right there. In this specific case (the example), that data was found on page of the Citation. Having played around with the Output, that is where I thought these notes would be helpful. It more Battle Related and NOT Unit Specific. The Unit Specific notes ARE in the Notes for the unit. For me, it's two different pieces of information.

I am still searching information on this Civil War Unit, so I have entered some Research Notes for the "person" (person, in this example, is Unit).


This is the 2nd ICON, under Person Notes. (between the Person Notes, and the Private NOTEs on/off ICON).

It notes what I HAVE found, and two more places, at this point, where I want to Research. I had looked at Fold3.com before, but want to go back and look, and I haven't looked at Wikipedia yet. If I think of other places to research, I can put those Notes here. Looking at what I have and haven't done, I don't document normally what I have found and where, as I can see that based on the Facts and the Citation for those facts. BUT, I put conflicting information notes here. Open Conflicting information are in the Task List for that person (the 3rd Tab on this page). So, research notes would contain how conflicting information was solved.

Citation Notes are in the Source Workspace for the Citation.


I have lots of Citation Notes, or better said, there are not many Citations that don't have notes. This is more for me, and it helps be "remember" more about the Source and the Citation that is displayed in the Citation Details, and Citation Text.

Now, what about the Output. How is this information presented in a report?

The Publish Workspace, Person Collection is where the Notes Reports are. Now, I am taking my lead on this from Randy presenting the Research for his PERSON. That is what I am doing as well.



Bringing up that Report, here are the Options: Person Notes: Fact Notes: Research Notes:

They can be displayed in one report, but for this Blog, I'll present each separately. This is the Person Notes, or the stories. This is also available elsewhere.


The about is the basic summary for this unit and the report is 6 pages in length.

This next report is the FACT Notes, where the Military Fact Notes are presented. In this case, it's information about the Battle and not Unit Specific. Remembering the the Unit's participation in the Battle is in the above (or Person Notes) part of the report.



The Research that I have to do, or conflict resolution notes would be shown here.


Although Private Notes are available, this "person" did not have any private notes (yet) and the entire report, to date, is 11 pages.

NOTE: Randy made a number of Valid comments about Family Tree Maker: 1) Timeline does not allow for Citations, and 2) the Research Notes in Roots Magic 5 are in Chronological Order, where FTM2012 are not.

I attended a class which brought up the Chronological Order of Citations was important. I also looked at the Roots Magic Research Notes that Randy discussed but didn't have that great of an impact on me, as it might have on a very experienced researcher or a Professional Researchers.

The Research Report that I generated from within FTM2012 helped me.
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Copyright © 2012 by H R Worthington

Tuesday, May 22, 2012

How I Track Headstone Pictures

At the moment, Family Tree Maker does not have a way to generate a REPORT based on Media Categories, at least that I have found. I have all of my Headstone pictures in a Category I created called Cemetery.

I am an active contributor to Find-A-Grave. If I take a photo of a headstone, I post it on Find-A-Grave, and if the person is in my file, I link that photo to a Citation.

There are options here, Which Citation?

I chose to create a Custom Fact called "Find-A-Grave". I use the Description Only format, and it will contain only the Memorial Number for that person. One reason is for this report but the second and more important is that I don't have to look around for that Memorial Number, if I created the Memorial and want to link other family members to it. Spouse, Parents, Children, etc. That number if right in front of me, in my file. I can also request that the owner of the Memorial create the link between people.

Why, I have one ancestor, that through Find-A-Grave, has a 4 generation link. My Great-Grandfather down to a cousin of my generation. So, someone looking just on Find-A-Grave, can see the relationship (but I digress).

I use the Burial Fact, for the Place and put the Cemetery Name into the Burial Description. This allows for sorting for this report, especially where there are multiple cemeteries on a specific Place Name and I use the Place Name Authority to ensure that place names are consistent. I also use the Find-A-Grave Cemetery Name, as they would have a Cemetery Name conflict situation if they weren't consistent.

Here is an example: Buried in West Chester Pennsylvania, and the Birmingham-Lafayette Cemetery.


Below that is the Find-A-Grave Fact, with the number, but notice the Lock ICON on the Left End of that line. That means that the Find-A-Grave FACT is a Private Fact. This Fact would not show up in the Ancestry Member Tree, for example, nor in normal Reports. It's important to me, but not to others.

Notice the Right End of that Line. 1, 1, 0. One Citation, One Media file, and Zero Notes. Looking at the Media Tab, it the headstone Image from Find-A-Grave. It is one that I took and it on the Find-A-Grave website for this person.


That as background. I am going to that Cemetery for other relatives. I have a couple of images that I downloaded from Find-A-Grave and want to replace that downloaded image with one of my own. If I can't get to a cemetery, because of distance, I will ask permission of the photographer, through Find-A-Grave, to have that image in my file.


Here is how I set up this report. (set up one time, but can use at any time). I went to the Publish Workspace, Person Collection, Custom Report, and clicked on Individuals to Include, and Filter In >.  I only want information on those that have a Fact called Find-A-Grave. The All Facts item is selected (below), then in the pull down menu, selected Find-A-Grave, and select Any Data, Exists. So anyone with the Find-A-Grave Fact, will be included in the Report.



Now everyone with the Find-A-Grave Fact will be in the report. In this case, there are 49 people with the Find-A-Grave fact.










I want this sorted by the Burial Fact, Place then Cemetery (or Description), but include the Name and the Find-A-Grave fact. You will remember that I marked the Find-A-Grave Fact as Private, so the "Include private facts" item, must have a Check mark AFTER selecting Find-A-Grave Options at the bottom of that box. Each Fact has its one settings that can override the default setting for the report. The other two Facts, in this report, would NOT have the check mark in that box, only Find-A-Grave.




Here is what the report looks like Again sorted by Place, then by Description.


BUT, I want to use this report again and don't want to have to redo this each time I want the report.

The ICON, on the far Right, is the Save Report ICON (Just above the red box). The report title I entered was Find-A-Grave Report. Clicking on the Save Report ICON will bring up the Save Report screen and FTM2012 will put that Report Title into that report name.



The next time that I want that report, I click on the Saved Report Collection, and select Find-A-Grave Report.



NOTE: As you add Find-A-Grave Facts, the Select Individuals step, at the top of this blog, will have to be redone. That is, selecting everyone with any data in the Find-A-Grave Fact.
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Copyright © 2012 by H R Worthington

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