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.
_______________________________________________________________
Copyright © 2013 by H R Worthington
These are notes from a Family Tree Maker User. With FTM2017 and FTM2019 the blog posts will apply to both the PC and the Mac Versions of the programs. Any differences will be noted
Saturday, September 7, 2013
Wednesday, August 28, 2013
More information on FTM2014
I should have posted this earlier.
Here is a link to Ancestry.com with more information on FTM2014.
http://www.ancestry.com/cs/apps/P-5208
Please look at the 4 tabs on that page for more information.
_______________________________________________________________
Copyright © 2013 by H R Worthington
Here is a link to Ancestry.com with more information on FTM2014.
http://www.ancestry.com/cs/apps/P-5208
Please look at the 4 tabs on that page for more information.
_______________________________________________________________
Copyright © 2013 by H R Worthington
Sunday, August 25, 2013
Family Tree Maker Version 2014 announced at the FGS Conference
It’s that time again to announce all the greatest new features of
Family Tree Maker.
We listened to a large range of Family Tree Maker users to improve our
features for 2014 including the roll out of the new Family View display,
improved
TreeSync, more extensive charts and reports, new organizational tools
and more. Below is a list of the newly improved features.
- New Family View — see your family tree in a new way. This additional view makes navigating easier, especially when you want to see extended family members.
- Improved TreeSync — lets you easily synchronize your tree in Family Tree Maker with an online Ancestry.com tree.
- A more robust TreeSync™ lets you sync even more of your family tree info.
- Easily share your tree with your family and work on it together. Family and friends can view the online version of your tree without software or an Ancestry.com subscription.
- Collaborate with the largest, most active family history community in the world. Keep your online tree private or make it public so that others researching your family can find you. You may connect with others who have insight on your ancestors, discover rare family photos, or even find relatives you didn’t know you had.
- More organizational tools — stay organized with new tools that let you sort children automatically by birth order and view people by location, grouping them by country, state, county, and city.
- New and improved charts and reports — more options and views let you display an individual’s ancestors, spouses, and children together. Also, the Index of Individuals Report has been expanded with options for anniversary, birthday, and contact lists and more.
- New tree branch export — a new export option makes it much simpler to export a single branch of your tree.
- More editing options — save time with the ability to copy and paste facts including related source citations, media items, and notes.
- Improved merging — easily and reliably merge more of the information you find on Ancestry.com.
Family
Tree Maker is a great program to help you organize your family history
regardless of your level of expertise. With so many features and
options, it’s perfect for the genealogist digging deeper into the past
and the family historian
fleshing out stories. Some of the additional features you may find
helpful include:
1. Access interactive street and satellite maps
View
important locations in your ancestors’ lives. Or create a migration map
showing where events in ancestors’ lives took place.
2. Easily organize media
Add photos,
documents, audio and video in one, easy-to-access location. Link media
to multiple people in your tree and incorporate them into charts and
reports.
3. Share your work with others
Use
templates to create beautiful family trees or design your own with
powerful charting tools. Enhance charts with backgrounds, embellishments
and family photos.
4. Discover new family members —
Follow hints from Ancestry.com, the world's largest family history resource.
5. Create Smart Stories —
Transform facts from your tree into stories that update automatically as you change your tree.
6. Simplify source creation —
Use templates to source everything from online databases to vital records.
7. Use standard location names —
Use the locations database to enter place names consistently and in a standard format.
8. Explore data like never before —
Use new and improved reports to gather information and export it in a
variety of formats. Save settings in one report and apply them to
others.
9. Navigate your tree with ease —
View multiple generations, navigate to any individual in your tree with a click of the mouse and add or edit life events.
10. Import data from other genealogy programs —
Open files created in Legacy™ Family Tree, The Master Genealogist™ and FamilySearch™ Personal Ancestral files.
Version 2014 is now
available for pre-sale at 30% off
for the early bird genealogist. You’ll have the option to have it
shipped to you or download it the same day shipping begins. The pre-sale
discount ends September 10th, so
get yours now to take advantage of the 2014 launch.
Tuesday, August 20, 2013
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:
That completed, brought up the Citation Screen:
I entered in the Citation Detail field:
In the Citation Text I entered:
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
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, 1777-1985There was NOT a date on Family Search for when that record collection was made available, so I left the Year field blank.
St Eleanors
Anglican Church of Canada
Births, baptisms 1884-1957
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, ListedI 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-1971-26176-32184-29Which 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
Friday, June 28, 2013
Ancestry.com - "Old" Search update
I received this email from Ancestry.com and wanted to share it with you:
Russ
Good evening,
In an effort to continually improve your experience on Ancestry.com, we are
asking for feedback
on our search function. Our plan is first to gather feedback from our
core users. We will take all of that feedback into account when
we are merging the functionality of Old Search and current search into a
consolidated search experience.
You can take the survey here: http://ancestry.qualtrics.com/SE/?SID=SV_8ubNXU8IiQcxqVD
Many of the
recent concerns and comments have cited functionality that actually
exists in current search, as well as in old search – specifically:
- Our current search experience allows users to view search results as a list of ranked records or as a consolidated list of categories.
- Our current search experience allows users to do “Exact Match” searches.
- Our current search experience allows users to specify a “Collection Priority” to filter results by country.
Crista Cowan has a great educational video which demonstrates this functionality in the current search experience: http://www.youtube.com/watch?v=c423yU5Ccs0
We
also have a helpful article which does a side-by-side explanation of
how to achieve the same types of results with the current search as in
Old Search: http://ancestry.custhelp.com/app/answers/detail/a_id/5569/kw/old
Thank you,
The Ancestry.com Product Team
Thursday, June 27, 2013
Ancestry.com - Upcoming Search Changes
I received this posting from Ancestry.com. What I haven't done yet, is to see if there is any impact on Family Tree Maker 2012 with this new search. IF there are any impacts, I'll post a follow up message here.
Ancestry.com is continuing our efforts to improve the search experience across
Ancestry.com and will be
making changes to our search functionality in the upcoming months. Some
features will be added and some will be discontinued. As part of the 2%
of our subscribers that use the old search function on the site, we know
that you
are passionate about the search experience on Ancestry.com and
we are reaching out to you to get input on potential improvements. We
hope you will take the opportunity to share your insights and feedback
on our plans.
To identify which areas of the experience we should focus on this year, we have drawn on customer input, usage data, usage patterns and our old search function for inspiration. From all of that, we are looking at making your time on Ancestry.com more productive by improving these areas of the search experience in 2013:
To identify which areas of the experience we should focus on this year, we have drawn on customer input, usage data, usage patterns and our old search function for inspiration. From all of that, we are looking at making your time on Ancestry.com more productive by improving these areas of the search experience in 2013:
- More relevant search results with the best results at the top
- Easier refining and control of your search results
- Keeping a better history of the work you have done
- Publishing more new content and more corrections to existing content
- Performance improvements to return results faster
As
we begin to make these improvements, we will no longer maintain two
separate search systems for the site. Maintaining two systems limits the
resources we can
use to make improvements and increases the complexity of every
improvement we try to make. Additionally, continuing to maintain the two
systems limits our ability to direct more investment into other areas
like adding more record collections and correcting
existing collections.
Based on that, as a part of the work this year we will be bringing together the two search experiences into a single search experience on Ancestry.com. We hope to bring forward the best features of both the old and new search systems into the consolidated experience to facilitate the transition for our users and to improve the overall search experience. We expect to discontinue the old search function as a separate experience within the next 6 months.
As a user of the old search feature, we wanted to give you advance notice and let you influence the changes we are making in search. Please take this survey to share your feedback and ideas on key features to improve.
Best regards,
The Ancestry.com Product Team
Based on that, as a part of the work this year we will be bringing together the two search experiences into a single search experience on Ancestry.com. We hope to bring forward the best features of both the old and new search systems into the consolidated experience to facilitate the transition for our users and to improve the overall search experience. We expect to discontinue the old search function as a separate experience within the next 6 months.
As a user of the old search feature, we wanted to give you advance notice and let you influence the changes we are making in search. Please take this survey to share your feedback and ideas on key features to improve.
Best regards,
The Ancestry.com Product Team
Sunday, May 26, 2013
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:

In:
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.
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.
_______________________________________________________________
Copyright © 2013 by H R Worthington
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.
_______________________________________________________________
Copyright © 2013 by H R Worthington
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
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
Sunday, May 19, 2013
Evidentia Export to FTM2012 Import - Fields
I recently did a blog post about Evidentia, a document or source based genealogy program. Evidentia Export to Family Tree Maker by a GEDCOM file
Here are the options we are given in Evidentia. We get there from the Reports Menu, AFTER you have done your data entry into Evidentia, handled the claims, linked claims to subjects, Analyzed the Claims, and wrote your Proof Conclusion.
The choices are:
| Evidentia Claims Analysis to Citation Note Citation Data Event/Fact Note Separate Event/Fact per Claim Person Note Evidentia Proof Conclusion to Fact Note Person Note Master Note |
Here is the Evidentia Screen.
I am not going to explain these fields here, as there are many resources to learn this program.
There are at least 15 options available here. 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 imports is ultimately at the discretion of the program you are importing into.
After some testing, here is where that data will appear in Family Tree Maker version 2012.
Evidentia Claims Analysis..........FTM2012.........................Workspace
Citation Note....................................Citation Note....................Source
Citation Data....................................Citation Text.....................Source
Fact Note..........................................Fact Note..........................People, Person View
Event per Claim...............................Citation Note.....................Source
Person Note.....................................Person Note......................People, Person View
Evidentia Proof Conclusion......FTM2012...........................Workspace
Fact Note.........................................Fact Note............................People, Person View
Person Note....................................Person Note........................People, Person View
Master Note.....................................Person Research Log.......People, Person View
So, there are options on how we want the presented as we work with our family file. I do strongly recommend that you create a NEW Family Tree Maker file, until you see how the data looks to you and where you want to find it.
You will note the the Proof Conclusion will ONLY appear in the People.Workspace, so it depends on where you want to find that statement.
There are other things to consider and that is Output or Reports. I will post a follow up to that in future blog posts.
On other item, specially if you are using the online Ancestry Member Tree (TreeSync™ feature). There are a couple of FTM2012 fields that do not currently appear in an AMT.
- Citation Notes
- Fact Notes
- Research Logs
In the Source Workspace, the Claim Analysis in the Citation Date, will be put into the Citation Text field, on the Citation Screen. It's great to see it there on that screen, BUT, I found the Reference Note, which becomes EndNotes, became very confusing. However, there is a check mark to turn the the Citation Text OFF for the Reference Note or EndNote. It depends on where you want to see your Claim Analysis.
Bottom line, it's up to you to determine where to find the information from Evidentia.
My initial favorite was to import the Claim Analysis into the Fact Notes because I would be looking at the Person View, reviewing the Fact and see that I have Citation information and that there is information in the Fact Notes field.
But I might want to use the Claim Analysis into the Citation Text, and turn OFF the include Citation Text option. At first, I didn't like the way the EndNotes looked in the reports. Then I remembered the ability to turn the Citation Text off in the EndNote.
Since Evidentia is a Source Based program, that might be the better option to choose. In the Source Workspace, my focus would be source focused. So, this is my current favorite.
For the Proof Conclusion, my preference would be to be in the Research Notes. The option, for consideration would be the Person Notes. I use the later for "stories" and not the result of my research. There may be other considerations when the AMT and Reports are reviewed.
The results that I saw using the Separate Event/Fact per claim option, were not what I wanted in my database. That option may work for other genealogy programs, but I didn't find it helpful for Family Tree Maker.
The output evaluation and interaction with an Ancestry Member Tree will follow.
_______________________________________________________________
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:
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.
_______________________________________________________________
Copyright © 2013 by H R Worthington
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
- 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.
_______________________________________________________________
Copyright © 2013 by H R Worthington
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