Using The Master Genealogist - Basics

The Master Genealogist by Wholly Genes Software Teresa Pask Uridge, Euridge One-Name Study Pask, Paske One-Name Study www.uridge.org , or www.pask.org.uk [email_address]

The Master Genealogist by Wholly Genes Software Demonstrations: Basic Functions Demonstrations: Advanced Features Introduction Demonstrations: Companion Products

Basic Functions Background Information Out-of-the-Box Functionality Setting Up Options Entering Data Linking Families Project Explorer / Picklists Finding, Searching and Sorting Trees, Charts & Books

If Sufficient Time – Advanced Features Master Place List Sentence Constructions Roles [Witnesses] Companion Products Second Site version 3 – automatically transforms your genealogy data into web pages quickly and easily without knowing any HTML TMG Utility – database modification tool for TMG

Introduction Release TMG Release 7.04 TMG UK Release 7.04 Hardware Windows Windows 98, NT, 2000, ME, XP, or Vista Pentium 166 with 64 Megs of RAM (256 recommended) running Windows 2000, XP, or Vista 32-bit. A screen resolution of at least 1024x768 is strongly recommended Personal Usage 2 x One-Name Studies 4,000+ Basis for websites www.uridge.org www.pask.org.uk Other tools Second Site Version 3 – generates web pages (500+ pages) TMG Utility – database modification tool for TMG PathWiz Pocket Genealogist Excel

TMG UK Version The "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 timelines The 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

Getting Started Out-of-the-Box New Project Wizard Step 1: Welcome Step 2: Enter your name Step 3: Enter your father Step 4: Enter your mother Step 5: Enter your parent’s marriage Step 6: Enter your source Step 7: Finish Demonstration

Importing & Exporting GEDCOM TMG will import data through GEDCOM v4.0 or v5.5 The following formats and versions are supported directly (i.e., without GEDCOM) using TMG's GenBridge™ : Family Gathering™ Family Origins™ v4,5,6,7,8,9,10 Family Tree Maker™ v3-11, 2005 Generations™ Legacy™ v3, v4, v5 Personal Ancestral File™ v2.x, v3.x, 4.x, 5.x Roots IV™ Roots V™v1,2,3,4 Ultimate Family Tree™ Visual Roots™ Direct Export to PDA Pocket Genealogists (iPaq) GedStar Plus for TMG (Palm)

Setting Up Options Welcome window simplifies start-up options Fully customizable – unlimited options Layouts Toolbars Preferences General Format, font, size Colours Dates Prompts Demonstration

Help & Aids Online Help Tips and Hints – new feature at start-up Cue cards – purpose and options of major screens Context-sensitive help Hot/Repeat Keys Toolbar or Ctrl Keys Function (Hot) Keys – F3 repeat Text Macros Last Viewed Person Bookmarks Beginner vs Advanced Mode Default Basic features (Beginner) Demonstration

Entering Data Tags A tag is a collection of certain fields in which information is stored about a name, an event, or a relationship. Advanced Mode Event-specific names Roles Witnesses Sentences Sureties Custom Tool Bar Demonstration

Linking Families Add Person function Independent, unrelated Husband, wife, spouse, father, mother … Copy person Add Person window Person view, Family view, Tree view Children and Siblings windows Demonstration

Project Explorer / Picklists Project Explorer Windows Explorer type display Similar to a navigable descendant chart Picklists Faster and easier for looking for a person by name Simple or Expanded Picklist Sort By Surname or Surname Soundex Given Name Birth date or Death date ID Number or Reference field

Finding, Searching and Sorting Filters can be created, saved and applied to: Project Explorer Picklists Reports Flags Identify certain features - Standard flags Customized flags Apply flags in secondary output option Accents Highlight depending on a criteria Available in many screens Person, Family, and Tree Views Children and Siblings window Project Explorer Expanded Picklist Demonstration

Maintaining Flags Flags - Identify certain features Control Accent colours Select people for various operations Standard flags: Sex Living Birth Order Adopted Multiple Birth Ancestor Interest Descendant Interest Customized flags Create, Edit, Delete Enable, Disable

Trees, Charts & Books Reports Most commonly used report types Extensive Report definition functions Options tabs – for example, Dates, Exhibits, Fonts, Output Columns, Page Options Book Manager option Charts Ancestor Chart Descendant Chart Hourglass Chart Fan Chart Bitmap (.BMP), JPeg Image (.JPG), Visual Chartform (.VC2) Output Output to screen, printer, file Acrobat file – PDF Demonstration

Break Let’s have a short break Only ten minutes though!

Master Place List – Reindex & Optimise After updating the Master Place Index use Maintenance > Reindex Followed by Maintenance > Optimise

Tags A tag is a collection of certain fields in which information is stored about a name, an event, or a relationship. Name Relationship Event

Sentences The structure of sentences to be used in narrative reports can be modified easily (in Advanced Mode only). Both the default sentences created by TMG and the sentences within individual events can be changed.

Creating a Tag or Changing the Default Sentence

Tag Type Definition – General Tab Language Label Address Style

Tag Type Definition – Roles and Sentences Tab

Tag Type Definition – Other Tab Defaults normally suffice

Add New Role – Also Referred to as Witness Select existing role that it is similar to

Change Sentence Structure Change sentence from she to he Change Sex to Male Use arrow to move the role up the list

Companion Products Second Site – automatically transforms your genealogy data into web pages quickly and easily without knowing any HTML TMG Utility – database modification tool for TMG

Preparing a Web Page TMG Options Output to HTML format Customizable, knowledge of basic HTML SecondSite automatically transforms your genealogy data into web pages quickly and easily without knowing any HTML.

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 database Click 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 name Key a title in the Pages > Site.Title textbox. Fill in the other textboxes in the Pages.Site section if you want. Identify yourself Key your name in the Pages > Compiler.Name textbox. Fill in the other textboxes in the Pages > Compiler section if you want. You should enter an e-mail address if you want site visitors to be able to contact you. Make the site Use 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. Demonstration

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 database Click 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 box You can deselect tags to be excluded

Step 4: Give your Site a Name Key a title in the Pages > Site.Title textbox. Fill in the other textboxes in the Pages.Site section if you want.

Site Title - Impact Second Site HTML Header Footer

Key your name in the Pages > Compiler.Name textbox. Fill in the other textboxes in the Pages > Compiler section if you want. ` Step 5: Identify Yourself Include Compiler Section refers to the information in TMG Preferences

Step 6: Make the Site Progress can be seen in the bar in the left-hand bottom corner. Use 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.

Other Features Place Place Index Sources Relationships Style Page Sizes Lists Charts Stylesheets Demonstration

Place Use Place Style from TMG Preferences

TMG Utility Available from http://www.johncardinal.com TMG should not be running when you use Second Site.

Citations Change Citations changes a reference from one source to another source while also setting the citation detail (CD). It can be used to consolidate sources or make other changes to source citations.

Sentences – Rename Language Rename Language changes all occurrences of language "A" in tag types, events, and names to language "B". Very useful for converting to UK Version when upgrading from US Version

Conclusion: Summary The Master Genealogist is: Very comprehensive – covers all major requirements + more Version 6.0+ UK specific Support – incl Support Forum Extensive user groups Customizable – Can be overwhelming in the beginning Any Questions ?

More Information: The Master Genealogist Available from: TWR COMPUTING Unit G5 Mexborough Business Centre, College Road MEXBOROUGH, South Yorkshire, S64 9JP Telephone 01284 828271 http://www.twrcomputing.co.uk/ The Master Genealogist Gold UK Edition v7.04 -- full retail pack £38.95 Or Wholly Genes Software www.whollygenes.com Download only: $59.00 There is an option to download a 30-day free trial (44 Megs), available from http://www.whollygenes.com/Merchant2/merchant.mvc?screen=TMG

More Information: Web Sites My websites www.uridge.org www.pask.org.uk TMG User Group http://www.rootsweb.com/~ohcagg/tmg/ lists lots of links, handouts, information etc. Caroline Gurney http://www.gurney.pwp.blueyonder.co.uk/TMG.htm provides UK Source Templates, Timelines, UK Place Styles, TMG Layouts, Tags and Sentences Terry's TMG Tips [Terry Reigel] http://tmg.reigelridge.com/TOC.htm SecondSite & TMG Utility http://www.johncardinal.com/

Using The Master Genealogist - Basics

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