FTM2014 - Control in New Tree View

After working a while with FTM2014 in some of the new features, I was working on a "future" blog post, when I realized that I should look at the new controls that we have, in what we want to look at, from the New Tree View.

Below is in the People Workspace, (the NEW) Tree View where I had selected a person, and Right Clicked on that person.

 A summary of the control you have from this screen to get you to what you want to do NEXT or what you want to look at next.

• Close -- This ICON will allow you to Close the Name Index or Left Hand Panel to allow you to see more in the Center Panel
• Close (not hi-lighted) - Just below the text that says Zoom In / Out, is an ICON to Close the Family View, Center Panel, below this screen. More screen space
• Home - To go to the HOME person directly, meaning to change the person you are displaying to the person who is the Home Person in your file. Jump to the Home Person, may be a better way to say that
• Pedigree - In the screen capture above, that is the Pedigree View, but if you are in a different view, you can change what you are looking at to the Pedigree View
• Family View - Change the display, for the selected person to the new Family View
• Include Pictures - The ability to turn the person pictures, or in this case the person ICONs On or Off
• Zoom - Allow you to zoom in or zoom out which will expand or contract the number of generations or people in the display

By Right Clicking on the selected person, we have other things we can do

•  View the Ancestry Hints - This will take you directly to the Web Search workspace to look at the Ancestry Hints (shaky leaves)
• Edit Person - The screen that you will see is DIFFERENT from clicking on the People Workspace, Person View. This feature allows you to see a pop-up window where you can look at AND edit that person (more on another blog post)
• View Details - This will take you the the People Workspace, Person View, just as changing the Tab selection on the right
• Delete Person - Remove the person from the database
• Move to Root Person - The screen IS on the "Root" person, so it is greyed out. However, IF you Right Click on someone in the Pedigree View, that option will be active
• Set as Home Person - A quick way to change the Home Person in the file
• Add Bookmark - Allows you to Book Mark this person
• Delete Bookmark - Allows you to remove this person from your Bookmarks
• Export Branch - Another way to allow you to Export a Branch to a new file.

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Copyright © 2013 by H R Worthington

FTM2014 - File, Export Branch

I just posted the new FTM2014 feature for Exporting a Branch. In that post was a caution, written in RED.  The Blog Post is here:

FTM2014 - Export Branch

Suppose that I ONLY wanted to share the Descendants of John Worthington Jr, and not his ancestors and not the branch down to me. John Jr is Capt John's oldest son, I am descending from the youngest son. For this example, I am only going to share the Descendants of John Jr.

Start with the File Menu, from any workspace, and select Export

That will bring up a screen where we have options. The default is Entire file. We also have options on what to include:

• Privatize living people
• Include private facts
• Include private notes
• Include media files
• Include private media
• Include tasks
• Include only items linked to selected individuals

NOTE about that last item. That is important because IF you do not have a check mark there, ALL sources will be included in that exported file. So, there will be Sources that are not linked to anyone.

But, we want Selected Individuals.

We are going to select John, and click on the Descendents button in the center, and that will put 964 of the 8,934 people into this new file. Not listed in the other Branch Export blog post, but that new Branch file had 2,713 people in it.

That will return us to this screen with the selected people on the Left, the information in the right.

Before the OK is selected, there are some OUTPUT FORMAT options to look at, depending on what program, or version of Family Tree Maker, the receiving person is using. For Family Tree Maker version 2006 or Version 16 or earlier, the GEDCOM 5.5 would be selected.

Technical Note here: IF GEDCOM 5.5 is selected and that 'include media files' is selected. the GEDCOM file will NOT include the media files, only LINKS to those media files. The Media Folder would have to be sent to the person receiving the GEDCOM file, so that the receiving program could find the media files, if that program or version can link to Media files.

We are asked to name the file, and Family Tree Maker will add the correct file extension. In this case (FTM2014 and previous) the file will be a BACKUP file. So the receiving person would do a File, Restore within Family Tree Maker.

The processing window opens:

When complete, the Export complete window will appear.

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Copyright © 2013 by H R Worthington

FTM2014 - Export Branch

One of the New Features in FTM2014, is an easier or improved way to Export a Branch of your family file.

Before I start, this is different from the File, Export feature or that was discussed here:

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

 This new feature is different. To Quote from the Help menu:

To export a branch

The Family Tree Maker Export function lets you easily export the entire project you are working with in a number of different formats. If you want to export a portion of the project, you can do that by creating a filter to select the individuals you want to include. However, if you want a quick way to export a branch of your tree, you have the option of exporting those people from the Pedigree View.

Note: The branch of a tree includes the selected person's spouse, descendants and their spouses, and all of the person's ancestors and their spouses, descendants, and ancestors, not including the ancestors and descendents of spouses.

1. From the Generations panel in the People Workspace, right-click the person you want to be at the base of the branch and select Export Branch. The Export Branch wizard opens.
   
2. Make sure that the correct person is selected in the list.
   
   If the person you want as the root of the branch from is not selected, you can use the Name field to search for and locate the correct individual. Export Branch will include only the ancestors of the selected person.
   
3. Click Next.
   
4. Click the Output format you want to export to. You can select from a previous Family Tree Maker format or the GEDCOM format. See Export Branch: File Details.
   
5. Type a name for the exported file.
   
6. Select the options you want to include in the export file.
   
7. Click Next. The export process begins and a status screen opens.
   
8. When the export has completed, click Next. The final screen lets you specify what action you want to take with the exported file. See Export Branch: File Action.
   
9. Select any actions you want to run when you close the Export Branch wizard. You can select any number or none of the actions to perform.
   
10. Click Finish.

Below is that process.

Lets say that you have just come in contact with a "new cousin" and you want to Share the information of that BRANCH to this new cousin. You DON'T want to share everyone in your file, and this new cousin is also using FTM2014.

Since this is a collaboration project with this new cousin, this new feature will show my connection to our common ancestor, Capt John Worthington. The File, Export feature would only go from John Worthington Jr and his descendants.

From the People Workspace TREE View, you select the top person in that branch that you want to share. For my example, I am descended from the Youngest son of John and Sarah Howard Worthington (Capt. John). I select John Worthington Jr, and RIGHT CLICK on his name.

In this case, I note that John Worthington Jr has two wives. Want to make sure that is in the new file. That is what I want to do, Create a NEW file with everyone and all of the information related to the descendants of John Jr.

Selecting Branch, I am asked to Select the Name of the Person who is at the root (top) of that branch. Note, that I can change that choice here.

 I then select Next.

I am now asked a series of Options.

• Privatize living people (includes only names of living people)
• Include private facts
• Include private notes
• Include media files
• Include private media
• Include tasks

I could rename the file here, but I'll leave the default, as it is clear.

I really want some help on this branch. I have done a lot of research but I want the new cousin to help me, so I am provided all that I have. BUT, I do have those options. I have selected everything except the Privatizing of living people. This new cousin is not yet in this branch, but one of the parents is. I really want to get that new information. BUT I have total control over what is shared. AND I don't have to use the Privatize feature in the File Menu. All right here.

The export begins:

And it concludes. Note the "proposed" filename. That's what I want. I'll have a chance to change it later, if I want.

More choices.

Open new branch in Family Tree Maker
Open branch file location
Attach branch file to an email message (with a file size warning)

I am choosing to Open this new file (Branch) when this is done. I click Finish.

Here is where I could change the filename IF I want. I'll leave it as it is. I have my file naming settings, but I'll make the file name as clear as possible for sharing.

The new file is Generated;

And, FTM2014 opens with the new file.

The new file is good, and I verified that both of John Worthington Jr's wives were included as well as 281 Tasks (To Do List) that I am working on.

Perhaps this new cousin will help with that.


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Copyright © 2013 by H R Worthington