Preparing to Transition

For those preparing to transition to another Genealogy software program.

This is one of several videos on transitioning to another Genealogy Software program. I think this is important to understand a few things about Family Tree Maker if you are going to move your genealogy database from Family Tree Maker to another program.

The move will be different based on the VERSION of Family Tree Maker that you have AND the Genealogy Program you might move to. This video is to help you find the Version of the program you are using and what you need to do just before you make that move.

Family Tree Maker started in the DOS days, and the Version numbers were just that, a version number. For example, my first version was Version 3.4. The Version number when up to Version 9, then Version 10, then Version 11. BUT in 2005, then changed to Version 2005, then 2006, then back to Version 16.

In 2008, then structure of the program was moved out of the DOS environment into the Windows environment. The Version numbers then started with FTM2008, FTM2009, FTM2010, FTM2011, FTM2012, and FTM2014.

In the Version 16 and earlier, all Media Files were INCLUDED in the FTW (file extension), making the files very large over time. This important to note for your transition.

Starting with FTM2008, the Media Files were in a < filename > Media folder. You would have a Filename for the Data, and a < filename > Media folder for all of the Media Files. Those media files would normally be in Media folder, but some users and their own filing structure for their media, maybe leaving those media files elsewhere on the computer. The program "knows" where they are so there are links from the database to those media files.

For Back Ups: as long as you manually back up, or Back Up as I demonstrate in this video, those Media Files will be in the Back Up file. For Version 16, the back up file extension would be FBC. For FTM2008 - FTM2014,the file extension is FTMB. Both the FBC and the manually generated FTMB file include those media files. IF you find a FTMB file that has the words "Automatic Back Up" that FTMB file would NOT include the media files, only the Data. The automatic back up would be generated if you just closed down the program without manually backing up the file.

In upcoming blog posts, I will deal with GEDCOM files. A GEDCOM will NOT include any media files. It is important thing to understand, with this transition, is the links to the Media Files. In FTM2008 through FTM2011 a GEDCOM file will NOT contain any information linking to the media files. With FTM2012 and FTM2014, the GEDCOM WILL include Links to those media files.

Here is a link to a number of blog posts on this

http://ftmuser.blogspot.com/search/label/GEDCOM

Here is a blog post I did about transferring a GEDCOM to Roots Magic

http://ftmuser.blogspot.com/2013/12/blog-post-on-hold-update.html





Bottom line here, KNOW the Specific Version of Family Tree Maker that you are using and Compact and Back Up your file when the option is offered using the Compact File utility.

Me: No Change. FTM2014 and all of its features work for me.

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Copyright © 2015 by H R Worthington

FTM2014 - How to make Relationship Notes Private

HOW TO:

In an earlier video, I showed how to make Fact Notes  private. I noted the Relationship Notes could NOT be made private from the Publish Workspace because they are Shared Facts.

This video will demonstrate how to make Relationship Notes private.



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Copyright © 2014 by H R Worthington

FTM2014 - Moving an FTM2012 file into FTM2014 on a New Windows based computer

With FTM2012 and FTM2014, there is a unique feature that needs to be handled when Moving a file from one Windows based computer to another Windows based computer and the new computer has FTM2014 installed. The TreeSync™ feature must be handled correctly. The Default settings are designed to do this correctly, but this blog post will walk you through the process.

For this blog post, I am going to start in FTM2012 on one computer, because I want to open this file on a New Computer, without loosing the Sync Feature, but the new computer has FTM2014 installed. This same process will also work going from FTM2012 computer to FTM2014 on the SAME computer. The steps are the same.

The Plan Workspace shows that FTM2012 and the Ancestry Member Tree are in Sync, with the Check Mark in the right side of that screen and is says "In-Sync"

From the Plan Workspace in FTM2012, Click on File, then Back Up.

Just want to point out, the Filename at the top, followed by Family Tree Maker 2012. My filenames include the Version, and the Product Version number from the Help menu.

In this case the file is my Master file, followed by 2012 and 732. FTM2012_723.ftm is the full filename. (the text box doesn't include the 3). So, I know what version of Family Tree Maker this file was worked on.

Clicked on File, and selected Back Up

 

This next screen is very important and the details need to be reviewed.

The normal Back Up command ADDs the Date of the Back Up. So, the Back Up full filename is

Master2012_723_2013-09-30.ftmb

 At a glance, I know what version of Family Tree Maker I was using and the Date of the Back up.

The Custom Directory, for this example, was changed so that this Back Up was put into my Dropbox Account. The Change button below the Custom Directory line was selected and I browsed to the special Dropbox folder on my computer. In the Dropbox folder, I had created an FTM2014 folder for this purpose. That is to put a file or files to go between computers.

Reason: That Back Up is in the Cloud. So, if I wanted to move this file from an Old Computer to a New Computer, I could do that using Dropbox. When I restore the file, I just go to the Special Dropbox folder on that computer, or, for this blog post, to the same computer.

I don't normally use Dropbox with Family Tree Maker, since FTM2012 came out with the TreeSync feature, as you can only use ONE computer to Sync with ONE Ancestry Member Tree.

The lower left set of options are really important as they indicate that in the Back Up, you want the Media files included, any Historical events that you created in the past, AND any Web Favorites that you added in the Web Search Workspace. Each of these features have been discussed on this blog.

The lower Right box is where the Sync magic happens. It says to Allow restored file to resume syncing. With a check mark in the box, the TreeSync feature is included in the Back Up.

Clicking OK started the Back Up process.

 

The Back up is now complete. The FTMB file is now in Dropbox.

 

Now to FTM2014 (same computer or another computer)

In the Plan Workspace, click on File, and Restore

 

In Dropbox, I went to the FTM2014 folder for this purpose and there is that Back Up file that I had created earlier.

 I select that file and the filename is moved to the Open field.

STOP before you click Open:

That is NOT the way I want to name this file. By high lighting the filename it can be renamed.

 

I want it to be Master2014_1207. Family Tree Maker Version 2014, and the 64 bit Product Version of 1207

The Restore starts:

But will stop, because there are options on the restored file.

Like the Back Up, we are asked if we want to Restore the Sync Files in this case Yes, and do we want to Replace any user created Historical Events on the computer and Restore the web favorites in the Web Search Workspace. Yes to both with a Check Mark

Now the Restore process continues

 

At the end of this process, you are taken to the Plan Workspace of the New file. I immediately do a Tools, Compact file, use the Back Up feature that is offered and let the Compact file run one time.

Than, its back to work


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Copyright © 2014 by H R Worthington

FTM2014 - Resolving Place Name Video - a User Comment

As part of this blog, I have links to various training and other resources about Family Tree Maker. I was looking at some of those training videos to see if there is any information that hasn't been covered in those videos that I might include here.

I was watching this one, by The Barefoot Genealogist, Crista Cowan, on Family Tree Maker 2012 - Places and want to make a comment or two about a term that she used. The term was Description as it relates to the Place Name field. This item plays a role when exporting information between genealogy database management programs, like Family Tree Maker, to another genealogy program. We use the term GEDCOM. The format is a basic plain text file to share our research.

Facts and Events that take place for an individual is usually defined by a Date, a Place, and a Description field. In FTM2014 and other genealogy programs we can define these facts picking and choosing which of these items we want to include for that fact or event. Since I am talking specifically about FTM2014, I will use the term FACT.

Many of our Facts contain all three fields. For example, a Marriage Fact is a Shared Fact between two people. Normally we would record the Date that the Marriage took place, and Where it took place, meaning location. But where do you put the name of the Church. Burials, the name of the Cemetery, the name of a school, etc. Until recently, the Description field was where we put that information. As long as we were consistent we could pull reports grouped by the Place Name, and adding the Description field, we could group or sort to include the Description field.

Here is an example of how I used to enter this information.

It has the Date, the location and the name of the Church as it should.

If I were to export this file to a GEDCOM, here is how it would look:

1 MARR Holy Trinity Episcopal Church
2 DATE 15 JUL 1939
2 PLAC West Chester, Chester, Pennsylvania, USA

Notice that the Description field is at the GEDCOM "Tag" level. (I won't go into the details of a GEDCOM file, nor Tags). The import of this file into another program should be these three pieces of information as seen in FTM2014, but many times it does not. In this example, the "Description" field may be out of place for the "other" program.

The Video showed how FTM2012 works in this type of situation. The issue is resolving Place Names. You will notice the ICON to the right of Pennsylvania with the Question Mark, which indicates that the Place Name needs to be resolved.

When I look at the Marriage Fact, in this case I have two, one with the Church name, and the first entry without the Church name, it is clear where the marriage took place.

Now, I want to resolve the place name. I click on that ICON and a new window opens up.

When I click on Search, all FTM2014 wants to do is to Add USA. The Video goes into great detail about all of this. So far, so good.

I then click Replace and FTM2014 changes West Chester, Chester, Pennsylvania to West Chester, Chester, Pennsylvania, USA

As I mentioned, with each Fact, we have choices to make, as to what is displayed or used for that fact. We change or control that by selecting the Fact and in the Options Pull down menu, we select Properties.

There are the three fields, Date / Place / Description. That is the Marriage Fact Properties that I have selected for this Fact.

.
I have talked about the importance, to me, of the Mapping Feature. Using the resolved format, this marriage gets lost with the other 180 Facts that took place in West Chester. I want to see how many events took place at this church, or a Cemetery, or school, or address. FTM2014 is "happy" but I am not.

So far, I am in total agreement with what the Video shows. So, now how to get the events that took place at that Church?

The video would suggest that the Name of the Church be moved from the Description field to the Place Field.. The video used other examples, but we will end up doing the same thing for the same reasons. When I add the name of the Church, the Place Name is again Unresolved.

As before, the search would try to get rid of the name of the church, because it isn't a place, but FTM2012 and FTM2014 gave us a way to handle this situation for addresses, church names, cemetery names, and historical names.

Here is the issue, and it is only in the use of a word. The term used in the video, is that she moved that information to the Description field. The screen shows PLACE DETAIL, not place description.

As the video shows, using that up arrow to the Left of the name of the Church "moves" the name of the church to the Place DETAIL. I can't call it a field, because we can't see it as a field, but within FTM2012 and FTM2014 it is additional information for the name of the Place which now includes the Church Name.

I click on Replace and the next screen appears. It's an "are you sure" screen. We have choices, Change all instances or Change only this instance. I rarely would use the Change All option.

Returning to the Marriage Fact, the name of the Church is in the Place field and the Description field is Blank. But the Place Detail has the name of the Church in it.

Now, what happened to the Map? In the Places workspace, right column, I now see that I have a number of Events / Facts that took place at that Church. 6 people have Facts that took place at this Church.

The church is selected in the Left Panel, the pin shows it's approximate location and the Right Panel shows who had an event at that church

.

A closer look at the Right Panel:

The same steps are used for Cemeteries:

This cemetery has 39 people in my database who are buried there. With the map feature you can zoom in and really see what the cemetery looks like. I have pinpointed the location of some of the 39 people and where they are buried. If I were to share this with another researcher, we might save some walking around trying to find where someone is buried.

As was pointed out in the Video, I can back up to the City, West Chester, and see that I have 197 Facts that are linked to West Chester, including the Church, the Cemeteries, and addresses in my database.

Back to the point about Description, Place Detail, and GEDCOM.

1 MARR
2 DATE 15 JUL 1939
2 PLAC Holy Trinity Episcopal Church, West Chester, Chester, Pennsylvania, USA

My point is that I think the video should have used Place Detail and not Place Description. The Description would have been to the right of MARR.

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Copyright © 2013 by H R Worthington

What happens to my AMT when I allow my Subscription to Ancestry.com expire ?

Today, in a Google Hangout On Air, on Monday's with Myrt, we talked a little about what happens when you allow your subscription to Ancestry.com expire. Randy Seaver explained on his GeneaMusings blog:

"What good is it to access a newspaper image on Ancestry.com, and not be able to see it after my subscription runs out?"

I thought that I would look at this issue of allowing a subscription to expire a different way. What happens by my Ancestry Member Tree (AMT) when I allow my subscription to expire?

Below are strictly my observations:

AMTs are free after you create a "free" or "Registered Guest" account on Ancestry.com. You can search, see free results, free record groups and you can create an Ancestry Member Tree. If you already of a Genealogy Database Management program, you can generate a GEDCOM file and upload that GEDCOM to that AMT.

So far, all is well, all is free and you are on your way. Now, you want to look at some of those records where you need a subscription to view them and you purchase a subscription. You do lots of research and those records are in your AMT. You even find other Public AMTs and gather information from them and put the information into your AMT.

During this process, is where Randy's blog post comes in handy. Please read it.

For what ever reason, you discontinue your research for a while and you allow your subscription to expire. What you loose in your AMT, is access to the images to those records in your Ancestry Member Tree. (I have not tested and verified that, as I am not about to let my subscription expire). Your AMT is still online and available, just no access to the records.

I logged off of Ancestry.com to see what would happen if I tried to access another Public Ancestry Member Tree.

I see this:

I have lost access to the other AMTs as well. I still have my AMT, but can't see others.

I thought, "that's not right", so I looked at the Knowledge Base website:

I looked up "What is a "Registered Guest" account?" to see what it said.

Use the Ancestry Member Trees feature in any of the following ways.

• Build a personal member tree, whether from scratch or by uploading a GEDCOM file

• Share your Family Tree with family or friends

• View another user's Family Tree if you received an invitation from that tree's owner

• Respond to someone who contacted you, requesting permission to view your Family Tree

• View any record linked to a Family Tree to which you have been invited, provided the person owning that tree has some kind of paid account on Ancestry

• View any photos attached to a Family Tree that you have been invited to view

You will notice that there is no reference to other Public Member Trees.

I thought about that for a bit, after my initial "that's not right" reaction. Having visited the Ancestry "server farm", it dawned on me that Ancestry spends a lot of resources to allow us to have FREE AMTs. We can have and manage our family tree in that online format. So the limitation makes some sense to me about what we could and could not access from that AMT. The subscription based records and images, no problem, but the Publish AMTs .... not so sure.

That has been a long standing complaint about the quality of AMTs, then it dawned on me that maybe this limitation made some sense. If I had access to every public AMT I could create a large, undocumented tree. Maybe Ancestry is trying to encourage us to maintain our subscription or use a lesser subscription for various duration and times to build up our documentation for our online tree.

We still can maintain our AMT, invite people to our tree, take advantage of Ancestry DNA for our own tree.

The same would happen if you use FTM2012 or FTM2014. You can still sync to your AMT, just not have access to the Records and not have access to other AMTs. 

It is my understanding that the Library Edition of Ancestry has the same restrictions. That is, access to a subscription from your local library. You can see the Records from there, just not Ancestry Member Trees.

While you have your active subscription on Ancestry.com AND FTM2012 or FTM2014 you will have those images that you want in FTM2012 of FTM2014. You will notice that those images from Ancestry.com in FTM2012 of FTM2014 will NOT be uploaded to your AMT. 

When you let your subscription lapse on Ancestry, you will loose access to those records in your AMT BUT they will still be on your PC or Mac in FTM2012, FTM2013, FTMM-2 or FTMM-3 (the new Mac Versions) Media folder for that file.

These are my observations on this topic.

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Copyright © 2013 by H R Worthington

FTM2014 - Trouble Shooting Installation Issues

From reading the various messaging websites, where Family Tree Maker users post the problem they are having, I thought that I would put this blog post together referring to the Ancestry.com Family Tree Maker Knowledge Base Website.

There are two way's to get there.

 From within Family Tree Maker, click on Help, from ANY Workspace, then selecting Online Help Center.

That will take you to the Ancestry.com Knowledge Base website. You will get to the SAME page, from the Get Help link on Ancestry.com's WebSite.

http://help.familytreemaker.com/

This is where you enter a KEYWORD for the Online Help Center to search. I found that one word will find what you are looking for. The goes for any issue with Ancestry.com in general AND Family Tree Maker specifically.

If this case, I entered Install

 As of today, it returned 110 articles.

You would browse down through the articles that best describe the problem or question you might have.

This Blob Post is a summary of the articles that I would suggest you follow. They are all on this list, AND the KEYWORD search can be the Article Number that will be part of this Blog post.

This blog post was NOT created to provide step by step instructions, but only to point out a couple of specific things to look for and a high level summary of the steps that can be taken.
.

5250 - Issues installing Family Tree Maker - Keyword Search 5250
http://help.ancestry.com/app/answers/detail/a_id/5250

One Key thing to check, as described in the article is:

Confirm windows is up to date which says

Check for any Windows Updates that may be available and pay particular attention to any that may relate to the Microsoft .NET Frameworks
http://windowsupdate.microsoft.com/

Another Key point is Avoiding conflicts with other software

This would include, but not limited to the disabling and turning off any computer anti-virus software on your computer. 

Windows XP
http://support.microsoft.com/kb/310353

Windows Vista & 7
http://support.microsoft.com/kb/929135/en-us

There are other steps in that article and don't forget to turn your anti-virus software back on when you are done.

4400 - Uninstalling Family Tree Maker 2008-2012 - Keyword Search 4400
http://help.ancestry.com/app/answers/detail/a_id/4400/



4848 - Manually uninstalling Family Tree Maker 2010-2012 - Keyword Search 4848
http://help.ancestry.com/app/answers/detail/a_id/4848/

Before manually removing the program, please do the following: - Keyword Search 1917
http://help.ancestry.com/app/answers/detail/a_id/1917

Windows XP, Vista or 7
http://support.microsoft.com/kb/331796

Windows 8
http://support.microsoft.com/kb/929135/en-us

Reasons for a Manual Uninstall of Family Tree Maker 2010-2012

Manual Removal Steps

Clear out registry items that Family Tree Maker 2010-2012 created
http://support.microsoft.com/kb/256986

1917 -  How to perform a clean boot of Windows - Keyword Search 1917
http://help.ancestry.com/app/answers/detail/a_id/1917

Windows XP, Vista or 7
http://support.microsoft.com/kb/331796

Windows 8
http://support.microsoft.com/kb/929135/en-us




There is a useful Software Program Uninstaller that has worked
Revo Uninstaller Pro - Uninstall Software, Remove Programs easily ...
www.revouninstaller.com/‎

Revo Uninstaller Pro helps you to uninstall software and remove unwanted programs installed on your computer easily! Even if you have problems uninstalling ...

There is a Free Version on that website for your consideration

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Copyright © 2013 by H R Worthington

Do I start over ???

Do I start over seems to be running wild on Facebook. Folks are realizing that their files are out of control. I got that, been there done that. I understand the problem. My file has always been pretty well documented with Citations, as I have always used the Undocumented Report in Family Tree Maker. When I am looking at my screens, I try to make sure there is at least one citation for each fact. But that is just me.

My thought on the "start over" question was, I have spend 10 to 15 years working with this SAME family file. I have spend many, hours working with it. Do I want to through away those many hours of work?

But the Do I Start Over question has been on my mind. I spent a lot of time thinking about that question, but my answer is different, and it has paid off for me. I learned "my answer to that question" last year. My task was to move ALL of my source and citation information into the Template Feature of Family Tree Maker. I have blogged about that process many times.

How to attack the issue of an an out of control, messy, undocumented family file?

Let me say that over these past years, I have learned a lot about how to do family research. "GPS" wasn't part of my understanding until just a few years ago. How knew about Inferential Genealogy 10 years ago. Who knew the importance of a properly formed citation? I certainly didn't. My understanding of how to do research has changed and far more records are online, we have access to. I chose to work with what I have.

Make a plan.

There are many ways to go at this clean up process, You could do it my "line", by person, but I chose to do it starting with my Sources. That is, intentionally starting with my Sources, moving each of them into the Template format. In doing this, I actually accomplished 3 things.

1) All of my Citations, where the Source is in a Template, are in the Evidenced Explained format, which is my goal

2) In order to "fill in the blanks" of the Template, and complete the Citation, I had to go back to those sources, just to fill in the blanks

3) Picked up the data elements (Facts) that I missed the first or second "time around".

I worked on this and continue to work on this for the past 18 months. Not that I have a lot of Sources, but I took the time, had to re-do some of the work that I had done, but I have better information, more complete information in the Citation and about the people AND relationships within my file, just by looking at the Source.

When I started to look at my data from the Source, I did two things. Learned what the source is all about, why was it created, what was it's purpose. Just look at the Census Records over time. What was the purpose of that Census Record for each Census Year, What was being asked and WHY was it being asked. WHY did the 1940 Census Record have a question about where you were in 1935?

Understanding the Record was where I started, but the next step was, for me at least, What do I want to capture from that Record, any record. Sticking with the Census, do I want to capture if the family owned or rented? I chose not to track that. Was the person listed at being married in that Census Record. I chose to track that one. Just by relooking at the Census Record for that column, I then had a handle on, and could track, at a glance, when the person was married, when a spouse died, so know that I may have to look somewhere else.

A single female in 1910, not with the family in 1920, I might have to look for her, but being married in 1920, so my search strategy for her in 1920 would change.

By starting with the Record, Identifying what I want to capture, got me started. I started with the Census Records, mostly because they are at the top of my Source listing in the Source Workspace, I was able to understand that family make up over time. I made sure that I used the Head of Household and add the household members to that Citation. Making sure that I didn't have a number of the household members with their own Citations.

This gives me ONE Citation for that Household, with the Media file, LINKED to that Citation, and links from that citation to many Facts for that census year.

Here is a link to the work that I did for the 1940 Census.

http://ftmuser.blogspot.com/search/label/1940_Census

So, if I have any question about an entry, I can go to the Source Workspace, and I have then 2 places where I can see the record itself. Either the Media Tab, or the Link to the record, if it came from Ancestry.com.

There were a number of times where I re-merged an Ancestry record because I had done the merge from a household member, but I wanted to be consistent, then cleaned up the entries associated with the "first" non-head of household, but I wanted to be consistent.

Looking that the Timeline feature for the person, you help me identify what information I might be missing or to help understand what happened to a family. The best example was a family lived in one place for a number of years, but between two census years, they moved. Looking at the Time Line, I noticed the move. But WHY did they move. Looking at the Head of Household's timeline, with the Family Included, didn't help much. BUT when I looked at his Spouse, with the family timeline, I realized that HER father had died, just before they moved. Looking a little closer, I realized that they have been living with the "in-laws" in the previous census. So, it appears that the "father-in-laws" death caused the family to move.

Am I done, no. Do I add new information, absolutely. I follow those shaky leaves, but I am spending more time understanding what I am looking at (the source) before I enter the data into my file.

My Citations are far better. I have moved some of the details that I might have in my citation into the Fact Notes or Citation Notes. Moving source information that was in the Person Notes, into Fact Notes or Citation Notes. Also taking advantage of Research Notes, AND adding to my ToDo list. Many of these features didn't exist when I started this file, way back when.

Bottom line here, for me at least, I have learned much over these years, AND Family Tree Maker has many more tools, built in, that I can take advantage of that didn't exist earlier.

Oh, if the plan that you start with doesn't work for you, look at your plan again. So far, my "clean up plan" has worked. That is move ALL of my sources into the Template feature is helping me clean up my file.

One User's Experience.


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Copyright © 2013 by H R Worthington

Google+ Response: Source Template: Baptismal Record from the Family Search website

This is from a Google+ Request:

Got a question for you now that I am about to do my first source citation in FTM 2012.  I have an image of the Baptismal Record for my grandmother that I found over on FamilySearch.org, but am having a hard time figuring out how to do this.

Here is a link to where I found the record image - https://familysearch.org/pal:/MM9.3.1/TH-1971-26176-32184-29?cc=1937794&wc=M9MQ-XL5:n549503664

I initially went to add a new source and church records as the category, but that didn't seem to fit, then I went to Digital Archives for the source template and put in the following info:

Collection: Prince Edward Island, Church Records, 1777-1985

Collection Format: images

Website Creator/Owner:  FamilySearch

Website Title:  FamilySearch.org

URL:  www.familysearch.org

Year:  left blank

This record gives her baptismal date, birth date, parents, etc.  If this is the correct template, I'm not sure what to put in the Citation Text box and what to put in the Citation Detail box.

This collection cites to the Anglican Church of Canada, Births, Baptisms 1884-1957.

I hope you can help me with this.  I"m totally lost.

Thanks.

There was a link to this blog post:

http://ftmuser.blogspot.com/2010/03/how-to-source-baptismal-record.html

Not having the name of the specific person, her Grandmother, I can only go so far.

Here is what I did:

Went to the Sources Workspace and selected New, in the upper right, and in the pop-up windows More:

 Then made my selections, based on the image in the link from Family Search:

It was a Church Record, an Image Copy, and it was Digitized Online. This is the Source Template I selected, that best described what was on that page.

Then the choice would bring up this screen:

Looking at the grayed text, that is the information that would be filled in, for data entry from that page:

Prince Edward Island, Church Records, 1777-1985
St Eleanors
Anglican Church of Canada
Births, baptisms 1884-1957

There was NOT a date on Family Search for when that record collection was made available, so I left the Year field blank.

That completed, brought up the Citation Screen:

I entered in the Citation Detail field:

accessed: 20 Aug 2013: Diocese of Nova Scotia, Page 38, Baptisms Solemized in the Parish or Mission of St. Eleanors in the Year 1909, Listed

I would enter the data from the image about the person of interest after the word "Listed"

In the Citation Text I entered:

Family Search: pal:/MM9.3.1/TH-1971-26176-32184-29 

Which is the information from Family Search.

I added the Web Address for the image, that was listed in the initial Google+ message. I unchecked the Citation Text and Web Address boxes, (not show that way above).

The next step is to link the Fact collected from that image to this Citation.

I would also download the Image from Family Search and link that image to the Source Template

_______________________________________________________________

Copyright © 2013 by H R Worthington

Evidentia Export to FTM2012 Import - Ancestry Member Tree

Continuing the used of a GEDCOM file, created from Evidentia, I wanted to see how it shows up in an Ancestry Member Tree.

To show the Options for Exporting from Evidentia:

and a summary of the above screen into FTM2012 and where that data goes (below)

In:

Evidentia Export to FTM2012 Import - Person Reports

I thought that using the option of Exporting the Analysis of the claims from a document into the Fact Notes, and the Conclusion into the Research Notes for that person would work for me. In the Person Workspace, Person View, selecting the Fact Notes tab, and the Research Notes tab, I could see my analysis and conclusion on the same screen. That works of me, on my computer. BUT what happens when I put upload that file into my Ancestry Member Tree.

I go to the Ancestry Member Tree (AMT) for this person and the Fact and Sources tab, Selecting Source Citation, I don't see either the Analysis information, nor the Conclusion.

So, what worked for my on the screen, will not work on the AMT.

Looking back to the FTM2012 Reports option:

Evidentia Export to FTM2012 Import - Fields

Where the Analysis of the Claims were in the Citation Text field, in the Sources Workspace and the Conclusion in the Person Notes field now looks like this in the AMT.

I see the Analysis in the Source Citation, Citation Information under Transcription of text. Not sure the heading it right, but the analysis is there. Noticing the "View Note" is showing up on the upper menu, I can see the Conclusion.

The Analysis and Conclusion are both present in the Ancestry Member Tree.

Bottom line here, What works in the AMT does not work, for me, within FTM2012. Here is why:

Although on the Screen, Sources workspace, the EndNotes are confusing, in that they are at the end of the Citation information. On Screen it looks like this:

The Analysis can be controlled with the Check Mark in the "include in Reference Note" on this screen. But in doing so, that is unchecking that box, would keep the analysis from being displayed in the AMT.

It comes down to Who is the audience for the Analysis and Conclusion work that was done in Evidentia.

Here is a summary of what I have tried to describe:

This shows where the Analysis and Conclusions, done in Evidentia, appear in a Person Report, a Source Report, and in the Ancestry Member Tree, and what workspace and tab the data will appear.

If you use Evidentia, and I AM using it, WE each need to evaluate where the Analysis and Conclusions appear within the Program, How or IF we want that work to appear when generating reports from within Family Tree Maker, and how it is presented in an Ancestry Member Tree.

I have not found one solution that works everywhere. If I exclude the impact on an Ancestry Member Tree, I know which one I am going to use in my working file, but will see if there is another solution for the AMT.


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Copyright © 2013 by H R Worthington

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