Using The Master Genealogist ― Advanced

Using The MasterGenealogist – AdvancedTeresa PaskUridge, Euridge One-Name StudyPask, Paske One-Name Studywww.uridge.org, or www.pask.org.ukuridge@one-name.org

The Master Genealogistby Wholly Genes SoftwareIntroductionAdvanced Features: Two SessionsCompanion Products

Advanced FeaturesThis tutorial will cover the more advanced concepts of:Data Set Manager, Accents, Focus Groups, Custom Flags, Advanced Report Options and designing report filters,Creating Sources and Repositories, Custom Roles, Witnesses, Sentence Structure, Source Templates, Citation output and Exporting data. In addition, companion products including Second Site, and TMG Utility.

IntroductionReleaseTMG Release 7.04 (UK Version) Released 30 December 2007HardwareWindows 2000, XP, Vista 32-bit*, Windows 7 32-bit*Pentium 166 with 64 Megs of RAM (256 recommended)A screen resolution of at least 1024x768 is strongly recommended. Web searching and chart uploading features require an Internet connection. Personal Usage2 x One-Name Studies 12,000+ Basis for websiteswww.uridge.orgwww.pask.org.ukOther tools

Second Site Version 2 – generates web pages

TMG Utility – database modification tool for TMG

Excel* Word processor and HTML output functions are not currently designed for Vista 64-bit

TMG UK VersionThe "UK Edition" is a set of special UK-oriented customisations that are automatically applied to a standard installation of The Master Genealogist. English (U.K.) reflects UK spellings and phrases on the screens and menus. Five new UK-oriented timelinesThe internal spell checker supports 200+ additional UK spellings.82 Custom UK source categories (including Apprenticeship records, GRO indexes, and others) Custom tag types, roles, and sentences, including Census 1841 - Census 1901; Deportation; Birth Reg, Death Reg Mar Reg“The UK edition removes all those irritating Americanisms that so often mar otherwise excellent software, and it replaces them with the UK equivalent - a big improvement...”Family Tree Magazine October, 2004

TMG 8.0 Version – New FunctionalityShortly to be announcedKnown new functionality64-bit compatibility - Word processor and HTML output functions Import / Export of tag types, and customized sentences for roles / witnesses

The Master Genealogistby Wholly Genes SoftwareData Set Manager, Accents, Focus Groups, Custom Flags, Advanced Report Options, Report FiltersCreating Sources and Repositories, Custom Roles, Witnesses, Sentence Structure, Source Templates, Citation Output and Exporting Data

Help & Aids – Check Out & UsePreferences Beginner vs Advanced ModeDefault Basic features (Beginner)Hot/Repeat KeysToolbar or Ctrl KeysFunction (Hot) Keys – F3 repeatText MacrosF2 – Access a list of all the places Last Viewed PersonBookmarksToolbars

Data Set ManagerThe Data Set Manager, allows you to control and manage the data sets within your projects. You can:Unlock data sets (make them read/write)Enable data sets (make them visible in the Project Explorer and Picklist)Create new data setsEdit data setsYou can create data sets By importing data from other researchers - GEDCOMsFrom a sub-set of your own dataIndicates locked data set

Displaying Two Data SetsIndicates locked data set Indicates data set 2

Maintenance – Reindex & OptimiseRegularly reindex & optimiseMaintenance > Reindex Followed by Maintenance > Optimise

Maintenance – Audit Data SetPeriodically do an Audit of your data set – identifies errors

AccentsThe Accent feature allows you to highlight in different colours, depending on a criteria – set by a field, or flagAvailable in many screens Person, Family, and Tree Views Children and Siblings window Project Explorer Expanded Picklist

Accents: Setting UpTwo-step processOnce you have determined the criteria – either or field or flag has a value to match the criteria. Set up the value. For example, the Flag xyz = Y.Define the accent.You can create a flag for most criteria – standard ones are provided.

Flag Changes: Check Preferences First!Before changing Flag changesCheck Preferences > Reports

Maintaining FlagsFlags - Identify certain featuresControl Accent colours Select people for various operationsStandard flags:SexLivingBirth OrderAdoptedMultiple BirthAncestor InterestDescendant InterestCustomized flagsCreate, Edit, DeleteEnable, Disable

Accents: Setting the Value – Define a ReportUse the List of People Report

Specify a FilterSpecify the field that you will base your criteria onAdd (if applicable) their SpousesDescendants

Specify the Report OptionsSpecify the flagand it’s valueSuppress outputChoose OK, and then on the Report Definition Screen choose Create Report

Filter ResultsNumber of DescendantsNumber of SpousesTotal PeopleFlag is changed for all people.

Define Accent1. Add New Accent Condition3. Define New Colour 2. Specify New Accent Condition4. Update5. Apply Changes

Focus GroupA focus group is a collection of individuals that may be used to specify Subjects when searching the web and for other purposes such as exporting. You can save Focus Groups for later use.

Focus Group1. Add Individual3. Select Descendants & Spouses, if applicable 2. Specify new member 4. Add Others

Save Focus GroupFocus Group is created 1. Save Focus Group2. Specify new group name, or overwrite existing group

Advanced Report OptionsReport Options can be created, and used again and againTag types can be excludedIndex entries can be included

Filters can be created and used again and againThis filter is used to identify changes made to a group of peopleFilter is to used to find people with a specific sourceReport Filters - Examples

Creating SourcesThe Master Source List is a list of all of the sources recorded in the project. The default Master Source List displays the Source Abbreviation, Source Number, Default Surety, and the number of times each source has been cited for each of the active sources in the project. To access the Master Source List:From the Tools menu, select Master Source List.

Source Definition: General TabSource type – determines the source templates, that contains the sources fields that will be printed in narratives< … > Indicates whether optional or mandatory <Second Person> in this instance is used to record census name incorrectly transcribedDefaulted fields can be overridden in the output form – alternatively, you change the template

Source TypeSource type – determines the source templates, that contains the sources fields that will be printed in narrativesCan be accessed through the Source Definition screen, or Tools > Source Types< … > Indicates whether optional or mandatory

Source Definition: Output TabSource output shows the sentence construction as detailed in the source template (see previous slide)Use the preview to see how it will appear in the report, or narrative.

Source Definition: Output Tab – Change DefaultSource output can be overridden.The word (Overridden) indicates that is the case.Use the preview to see how it will appear in the report, or narrative.

Creating RepositoriesRepositories are used to define where the source is located. To access the Repository List: From the Tools menu, select Master Repository List.Select the repository to access the Repository Definition Source is assigned to the repository in the Source Definition - Attachment tab

TagsA tag is a collection of certain fields in which information is stored about a name, an event, or a relationship. EventName for this eventWitness or RelationshipCitations / Sources

SentencesNew sentence structure preview function provides the sentence as it will appear in the report, or narrative.

Witness Sentence ConstructionNew sentence structure preview function provides the sentence as it will appear in the report, or narrative..

Tag Sentences Defaults from Tag Type ListThe Tag Type List is a list of all of the tags detailed in the project. To access the Tag Type List :From the Tools menu, select Tag Type List .The Tag Type List provides:Sentence

Other Tag Type Definition – General TabLanguageName of TagDefault Location Style If you are using UK version, ensure that the language and default style are set correctly.

Tag Type Definition – Roles and SentencesDifferent Roles can have different sentence structuresYou can create new tag types, and new roles within the tag types

Tag Type Definition – Roles and Sentences (2)Additional examples of different roles that have different sentence structuresYou can create new roles within a tag type

Tag Type Definition – Roles and SentencesYou can create new roles within the tag types

Tag Type Definition – Other TabShort name for GEDCOMNew feature that can provide information to remind you when completing the tag.Defaults normally suffice

Export Using a Focus Group: Step 1 & 2

Exporting Data – Using Focus Group: Step 3 & 4You can use the default configuration, or create your ownSelect People in the Focus Group, and then select from the drop-down the previously defined focus group

Exporting Data – Using Focus Group: Step 5 & 6In Step 5, specify whether to include ID numbers, sources, and whether to include living people In Step 6, specify Tag Types

Exporting Data – Using Focus Group: Step 7 & 8After completion of steps 7 & 8, the system creates the GEDCOM, and saves it in the location defined in step 2.

Companion ProductsSecond Site – automatically transforms your genealogy data into web pages quickly and easily without knowing anyHTMLTMG Utility – database modification tool for TMGHow did I create award winning websites? At a push of a button, and a little help (or should I say a big help) from my friend John Cardinal.

Second Site - Six easy steps:Start the program Second Site(available from http://www.johncardinal.com)TMG should not be running when you use Second Site. Make a “Site Definition File”Use the File > New... command to make a new Site Definition File (SDF). Second Site stores the options you select to customize your site in this file. Select "English - Standard" at the "Read default values from:" prompt. Identify your TMG databaseClick the [Set Database...] button in the Data > Database section, navigate to your TMG database in the File Open dialog, and click [Open]. Give your site a titleKey a title in the Pages > Site.Title textbox. Fill in the other textboxes in the Pages.Site section if you want. Identify yourselfKey your name in the Pages > Compiler.Name textbox. Fill in the other textboxes in the Pages > Compiler section if you want. Make the siteUse the File > Make Site command to make the site. When Second Site is done making the site, a window will open with some status messages and some command buttons. Click the [Browse Site] button to open the main page of your site.

Step 2: Make a “Site Definition File”Use the File > New... command to make a new Site Definition File (SDF). Second Site stores the options you select to customize your site in this file. Select "English - Standard" at the "Read default values from:" prompt.

Step 3: Identify your TMG databaseClick the [Set Database...] button in the Data > Database section, navigate to your TMG database in the File Open dialog, and click [Open].

Step 3: Identify your TMG Database..All the tags defined in the database are displayed in the Tags boxYou can deselect tags to be excluded

Step 4: Give your Site a TitleKey a title in the Pages.Site.Titletextbox. Fill in the other textboxes in the Pages.Site section if you want.

Site Title - ImpactSecond Site Website: Header

Step 5: Identify YourselfKey your name in the Pages > Compiler.Name textbox. Fill in the other textboxes in the Pages > Compiler section if you want. Second SiteInclude Compiler Section refers to the information in TMG Preferences Website: Footer

Step 6: Make the SiteUse the File > Make Site command to make the site. When Second Site is done making the site, a window will open with some status messages and some command buttons. Click the [Browse Site] button to open the main page of your site. Progress can be seen in the bar in the left-hand bottom corner.

Features in Second Site - LayoutsMultiple layouts – menu vertical horizontal, header, footers

Features in Second Site – Numerous Styles

Features: Sample WebsitesThere are endless sites listed on http://www.johncardinal.com/ss/examples.htm. The choice is yours!All were achieved using Second Site.www.pask.org.ukhttp://kerrysdavis.home.comcast.net/~kerrysdavis/

TMG UtilityAvailable from http://www.johncardinal.comTMG should not be running when you use Second Site. Demonstration

Using The Master Genealogist ― Advanced

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