Post on 03-Jan-2021
Using MasterGenealogist Advanced
Teresa PaskUridge, Euridge One-Name StudyPask, Paske One-Name Study
www.uridge.org, orwww.pask.org.uk
uridge@one-name.org
The MasterGenealogistby Wholly Genes Software
Advanced Features: Two Sessions
Introduction
Companion Products
The Master Genealogist, Teresa Pask / 3 uridge@one-name.org
Advanced Features
This course will significantly improve the ease of using theprogram and be very helpful in your understanding of TMG.
We 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 andExporting data.
In addition, companion products including Second Site, andTMG Utility.
The Master Genealogist, Teresa Pask / 4 uridge@one-name.org
Introduction
ReleaseTMG Release 7.00 (UK Version)Released 30 December 2007
HardwareWindows 2000, XP, or VistaPentium 166 with 64 Megs ofRAM (256 recommended)A screen resolution of at least1024x768 is stronglyrecommended.Web searching and chartuploading features require anInternet connection.
Personal Usage2 x One-Name Studies 4,000+Basis for websiteswww.uridge.orgwww.pask.org.uk
Other toolsSecond Site Version 2 –generates web pagesTMG Utility – databasemodification tool for TMGExcel
The Master Genealogist, Teresa Pask / 5 uridge@one-name.org
TMG UK Version
The "UK Edition" is a set of specialUK-oriented customisations thatare automatically applied to astandard installation of The MasterGenealogist.
English (U.K.) reflects UK spellingsand phrases on the screens andmenus.
Five new UK-oriented timelines
The internal spell checker supports200+ additional UK spellings.
82 Custom UK source categories(including Apprenticeship records,GRO indexes, and others)
Custom tag types, roles, andsentences, including Census 1841 -Census 1901; Deportation; BirthReg, Death Reg Mar Reg
“The UK edition removes all thoseirritating Americanisms that so oftenmar otherwise excellent software, andit replaces them with the UK equivalent- a big improvement...”Family Tree Magazine October, 2004
The Master Genealogist, Teresa Pask / 6 uridge@one-name.org
TMG 7.0 Version – New Functionality
New buttons, and text descriptionsDeactivate in Program Options >Data EntryReport Definition screenThe Exhibit Log
Resizing windows
New Reminder Pop-Up Windows forTag Types, Sources, and SourceTypes
Check for Duplicates While AddingPeople
New buttons on the Master SourceList & Source Types allow you toExport and Import Sources –exchange with other users
New buttons on the Tag EntryScreen make it easier to repeat theprevious citation or select from alist of recent citations
A new button on the Citation Entryscreen allows you to add a newsource without going first to theMaster Source List.A new Sentence Preview helps youto predict what a sentence will looklike in a report.New Associates Window showsprincipals and witnesses whoshare an eventThe List of Witnesses on the TagEntry Screen now displays thespecific name variation that hasbeen associated with that event foreach witness.The Relationship Calculator andthe Automatic Relationship Tagnow also display relationships ascalculated through the spouse(s) ofone of the two people.
The Master Genealogist, Teresa Pask / 7 uridge@one-name.org
TMG 7.0 Version – New Functionality
The Picklist and Project Explorercan now be sorted by the LastEdited Date.
The Picklist and Project Explorernow support a variety of multi-levelsorting options.
New Narrative Features
A new sentence code, [+] at thebeginning of a sentence will add itprevious sentence.
A new sentence code, [:NP:] - nopunctuation to the end of thesentence.
A new standard tag type,NarrativeChildren, can be used tooverride the standard "Children ofX and Y were:" text.
Multimedia Enhancements
Exhibit Highlighting allows you to"draw" on an image to annotate it.
Option to link Word documents,Powerpoint presentations or othernon-standard exhibit types.
A new Preferences page (ProgramOptions > Exhibits) allows you tospecify whether new images thatyou add to the Exhibit Log will bemade internal or external by default(or ask each time).
These are the main new features, thereare many more – see Wholly GenesNewsletter, 30 December 2007, Issue2007-20,
or Wholly Genes websitehttp://www.whollygenes.com/Merchant2/merchant.mvc?Screen=TMGNEW7
The MasterGenealogistby Wholly Genes Software
Advanced Features: Two Sessions
Introduction
Companion Products
The MasterGenealogistby Wholly Genes Software
Data Set Manager, Accents, FocusGroups, Custom Flags, Advanced ReportOptions, Report FiltersCreating Sources and Repositories,Custom Roles, Witnesses, SentenceStructure, Source Templates, CitationOutput and Exporting Data
The Master Genealogist, Teresa Pask / 10 uridge@one-name.org
Help & Aids – Check Out & Use
Preferences
Beginner vs Advanced ModeDefault Basic features (Beginner)
Hot/Repeat KeysToolbar or Ctrl KeysFunction (Hot) Keys – F3 repeatText Macros
F2 – Access a list of all the places
Last Viewed Person
Bookmarks
Toolbars
The Master Genealogist, Teresa Pask / 11 uridge@one-name.org
Data Set Manager
The Data Set Manager, allowsyou to control and manage thedata sets within your projects.You can:
Unlock data sets (makethem read/write)Enable data sets (makethem visible in the ProjectExplorer and Picklist)Create new data setsEdit data sets
You can create data setsBy importing data fromother researchers -GEDCOMsFrom a sub-set of your owndata
Indicateslocked data set
The Master Genealogist, Teresa Pask / 12 uridge@one-name.org
Displaying Two Data Sets
Indicates data set 2Indicateslocked data set
The Master Genealogist, Teresa Pask / 13 uridge@one-name.org
Maintenance – Reindex & Optimise
Regularly reindex & optimise
Maintenance > Reindex
Followed by
Maintenance > Optimise
The Master Genealogist, Teresa Pask / 14 uridge@one-name.org
Accents
The Accent feature allows you tohighlight in different colours, dependingon a criteria
Available in many screens
Person, Family, and Tree Views
Children and Siblings window
Project Explorer
Expanded Picklist
The Master Genealogist, Teresa Pask / 15 uridge@one-name.org
Flag Changes
Before changing Flag changes
Check Preferences > Reports
The Master Genealogist, Teresa Pask / 16 uridge@one-name.org
Accents: Setting Up
Two-step process
Once you have determined thecriteria – either or field or flaghas a value to match thecriteria.
1. Set up the value. Forexample, the Flag xyz = Y.
2. Define the accent.
You can create a flag for most criteria –standard ones are provided.
The Master Genealogist, Teresa Pask / 17 uridge@one-name.org
Maintaining Flags
Flags - Identify certain featuresControl Accent coloursSelect people for various operations
Standard flags:SexLivingBirth OrderAdoptedMultiple BirthAncestor InterestDescendant Interest
Customized flagsCreate, Edit, DeleteEnable, Disable
The Master Genealogist, Teresa Pask / 18 uridge@one-name.org
Accents: Setting the Value – Define a Report
Use the List of People Report
The Master Genealogist, Teresa Pask / 19 uridge@one-name.org
Specify a Filter
Specify the field thatyou will base yourcriteria on
Add (if applicable)their
SpousesDescendants
The Master Genealogist, Teresa Pask / 20 uridge@one-name.org
Specify the Report Options
Specify the flagand it’s value
Suppress outputChoose OK, and then on
the Report Definition Screen choose Create Report
The Master Genealogist, Teresa Pask / 21 uridge@one-name.org
Filter Results
Number ofDescendants
Number ofSpouses
Total People
Flag is changed for all people.
The Master Genealogist, Teresa Pask / 22 uridge@one-name.org
Define Accent
1. Add NewAccentCondition
2. Specify NewAccent Condition
3. DefineNew Colour
5. ApplyChanges
4. Update
The Master Genealogist, Teresa Pask / 23 uridge@one-name.org
Focus Group
A focus group is acollection of individualsthat may be used to specifySubjects when searchingthe web and for otherpurposes such asexporting.
You can save FocusGroups for later use.
The Master Genealogist, Teresa Pask / 24 uridge@one-name.org
Focus Group
1. Add Individual
2. Specify newmember
3. Select Descendants& Spouses, ifapplicable
4. Add Others
The Master Genealogist, Teresa Pask / 25 uridge@one-name.org
Save Focus Group
1. Save Focus Group
2. Specify new groupname, or overwriteexisting group
Focus Group iscreated
The Master Genealogist, Teresa Pask / 26 uridge@one-name.org
Advanced Report Options
Tag types can beexcluded
Index entries can beincluded
Report Options canbe created, and usedagain and again
The Master Genealogist, Teresa Pask / 27 uridge@one-name.org
Filters can be created andused again and again
Filter is to used to find people with aspecific source
This filter is used to identify changesmade to a group of people
Report Filters - Examples
The Master Genealogist, Teresa Pask / 28 uridge@one-name.org
Break
Let’s have a short break
Only fifteen minutes though!
The MasterGenealogistby Wholly Genes Software
Data Set Manager, Accents, FocusGroups, Custom Flags, Advanced ReportOptions, Report FiltersCreating Sources and Repositories,Custom Roles, Witnesses, SentenceStructure, Source Templates, CitationOutput and Exporting Data
The Master Genealogist, Teresa Pask / 30 uridge@one-name.org
Creating Sources
The Master Source Listis a list of all of thesources recorded in theproject.
The default MasterSource List displays theSource Abbreviation,Source Number, DefaultSurety, and the numberof times each sourcehas been cited for eachof the active sources inthe project.
To access the MasterSource List:
From the Tools menu,select Master SourceList.
The Master Genealogist, Teresa Pask / 31 uridge@one-name.org
Source Definition: General Tab
Source type –determines the sourcetemplates, thatcontains the sourcesfields that will beprinted in narratives
< … > Indicateswhether optional ormandatory
Defaulted fields can beoverridden in theoutput form –alternatively, youchange the template
<Second Person> inthis instance is used torecord census nameincorrectly transcribed
The Master Genealogist, Teresa Pask / 32 uridge@one-name.org
Source Type
Source type –determines thesource templates,that contains thesources fields thatwill be printed innarratives
Can be accessedthrough the SourceDefinition screen, orTools > Source Types
< … > Indicateswhether optional ormandatory
The Master Genealogist, Teresa Pask / 33 uridge@one-name.org
Source Definition: Output Tab
Source output showsthe sentenceconstruction asdetailed in the sourcetemplate (seeprevious slide)
Use the preview tosee how it will appearin the report, ornarrative.
The Master Genealogist, Teresa Pask / 34 uridge@one-name.org
Source Definition: Output Tab – Change Default
Source output can beoverridden.
The word(Overridden)indicates that is thecase.
Use the preview tosee how it will appearin the report, ornarrative.
The Master Genealogist, Teresa Pask / 35 uridge@one-name.org
Creating Repositories
Source is assigned to therepository in the SourceDefinition - Attachment tab
Repositories are used to define where thesource is located. To access the RepositoryList: From the Tools menu, select MasterRepository List. Select the repository
to access theRepository Definition
The Master Genealogist, Teresa Pask / 36 uridge@one-name.org
Tags
A tag is a collection of certain fields in which information is storedabout a name, an event, or a relationship.
Event Name forthis event
Witness orRelationship
Citations / Sources
The Master Genealogist, Teresa Pask / 37 uridge@one-name.org
Sentences
New sentence structure previewfunction provides the sentenceas it will appear in the report, ornarrative.
The Master Genealogist, Teresa Pask / 38 uridge@one-name.org
Witness Sentence Construction
.
New sentence structure previewfunction provides the sentenceas it will appear in the report, ornarrative.
The Master Genealogist, Teresa Pask / 39 uridge@one-name.org
Tag Sentences Defaults from Tag Type List
The Tag Type List is alist of all of the tagsdetailed in the project.
To access the Tag TypeList :
From the Tools menu,select Tag Type List .
The Tag Type Listprovides:
Sentence
Witness Sentence
Roles and Sentences
Other
The Master Genealogist, Teresa Pask / 40 uridge@one-name.org
Tag Type Definition – General Tab
Language
Name of Tag
Default Location Style
If you are using UK version,ensure that the language anddefault style are set correctly.
The Master Genealogist, Teresa Pask / 41 uridge@one-name.org
Tag Type Definition – Roles and Sentences
Different Roles can have differentsentence structures
You can create new tag types,and new roles within the tagtypes
The Master Genealogist, Teresa Pask / 42 uridge@one-name.org
Tag Type Definition – Roles and Sentences
You can create new roles withinthe tag types
The Master Genealogist, Teresa Pask / 43 uridge@one-name.org
Tag Type Definition – Other Tab
Short name forGEDCOM
New feature that can provideinformation to remind you whencompleting the tag.
Defaults normally suffice
The Master Genealogist, Teresa Pask / 44 uridge@one-name.org
Export Using a Focus Group: Step 1 & 2
The Master Genealogist, Teresa Pask / 45 uridge@one-name.org
Exporting Data – Using Focus Group: Step 3 & 4
Select People in the FocusGroup, and then select from thedrop-down the previouslydefined focus group
You can use the defaultconfiguration, or create your own
The Master Genealogist, Teresa Pask / 46 uridge@one-name.org
Exporting Data – Using Focus Group: Step 5 & 6
In Step 5, specify whether toinclude ID numbers, sources, andwhether to include living people
In Step 6, specify Tag Types
The Master Genealogist, Teresa Pask / 47 uridge@one-name.org
Exporting Data – Using Focus Group: Step 7 & 8
After completion of steps 7 & 8, thesystem creates the GEDCOM, andsaves it in the location defined instep 2.
The MasterGenealogistby Wholly Genes Software
Advanced Features: Two Sessions
Introduction
Companion Products
The Master Genealogist, Teresa Pask / 49 uridge@one-name.org
Companion Products
Second Site – automaticallytransforms your genealogydata into web pages quicklyand easily without knowingany HTML
TMG Utility – databasemodification tool for TMG
How did I createaward winningwebsites?
At a push of a button,and a little help (orshould I say a bighelp) from my friendJohn Cardinal.
The Master Genealogist, Teresa Pask / 50 uridge@one-name.org
Second Site - Six easy steps:
1. Start the program Second Site(available from http://www.johncardinal.com)TMG should not be running when you use Second Site.
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 thisfile. Select "English - Standard" at the "Read default values from:" prompt.
3. Identify your TMG databaseClick the [Set Database...] button in the Data > Database section, navigateto your TMG database in the File Open dialog, and click [Open].
4. Give your site a titleKey a title in the Pages > Site.Title textbox. Fill in the other textboxes inthe Pages.Site section if you want.
5. Identify yourselfKey your name in the Pages > Compiler.Name textbox. Fill in the othertextboxes in the Pages > Compiler section if you want.
6. Make the siteUse the File > Make Site command to make the site. When Second Site isdone making the site, a window will open with some status messages andsome command buttons. Click the [Browse Site] button to open the mainpage of your site.
The Master Genealogist, Teresa Pask / 51 uridge@one-name.org
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 thisfile. Select "English - Standard" at the "Read default values from:"prompt.
The Master Genealogist, Teresa Pask / 52 uridge@one-name.org
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].
The Master Genealogist, Teresa Pask / 53 uridge@one-name.org
Step 3: Identify your TMG Database
.
.
All the tags defined in the databaseare displayed in the Tags box
You can deselect tags to beexcluded
The Master Genealogist, Teresa Pask / 54 uridge@one-name.org
Step 4: Give your Site a Title
Key a title in the Pages.Site.Title textbox. Fill in the othertextboxes in the Pages.Site section if you want.
The Master Genealogist, Teresa Pask / 55 uridge@one-name.org
Site Title - Impact
SecondSite 2
Website: Header
The Master Genealogist, Teresa Pask / 56 uridge@one-name.org
Step 5: Identify Yourself
Key your name in the Pages > Compiler.Name textbox. Fill inthe other textboxes in the Pages > Compiler section if youwant.
Include CompilerSection refers to
the information inTMG Preferences
SecondSite 2
Website: Footer
The Master Genealogist, Teresa Pask / 57 uridge@one-name.org
Step 6: Make the Site
Use the File > Make Site command to make the site. When SecondSite is done making the site, a window will open with some statusmessages 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 theleft-hand bottom corner.
The Master Genealogist, Teresa Pask / 58 uridge@one-name.org
Features in Second Site 2 - Layouts
Multiple layouts –menu verticalhorizontal, header,footers
The Master Genealogist, Teresa Pask / 59 uridge@one-name.org
Features in Second Site 2 – Numerous Styles
The Master Genealogist, Teresa Pask / 60 uridge@one-name.org
Features: Sample Websites
www.pask.org.uk
http://kerrysdavis.home.comcast.net/~kerrysdavis/
There are endless sites listed onhttp://www.johncardinal.com/ss/examples.htm.
The choice is yours!
All were achieved using SecondSite.
The Master Genealogist, Teresa Pask / 61 uridge@one-name.org
TMG Utility
Available from http://www.johncardinal.comTMG should not be running when you use Second Site.
Demonstration
The Master Genealogist, Teresa Pask / 62 uridge@one-name.org
Citations
Change Citations changes areference from one sourceto another source while alsosetting the citation detail(CD). It can be used toconsolidate sources ormake other changes tosource citations.
The Master Genealogist, Teresa Pask / 63 uridge@one-name.org
Sentences – Rename Language
Rename Language changesall occurrences of language "A"in tag types, events, andnames to language "B".
Very useful for converting toUK Version when upgradingfrom US Version
The Master Genealogist, Teresa Pask / 64 uridge@one-name.org
Using The Master Genealogist Advanced
I hope that this course has significantly improved the ease ofusing the program and is helpful in your understanding ofTMG.
We covered 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 andExporting data.
In addition, companion products including Second Site, andTMG Utility.
The Master Genealogist, Teresa Pask / 65 uridge@one-name.org
More Information: The Master Genealogist
Available from:
TWR COMPUTINGClapstile Farm, Alpheton, Sudbury, Suffolk, United Kingdom, CO10 9BNTelephone 01284 828271 http://www.twrcomputing.co.uk/
The Master Genealogist Gold UK Edition v7.0 – download or CD £39.95Includes free delivery
Or
Wholly Genes Software
www.whollygenes.com
Download only: (includes electronic Users Guide*) $59.00
Upgrade from 6.0 to 7.0 $29.95
There is an option to download a 30-day free trial (43.4 Megs)
The Master Genealogist, Teresa Pask / 66 uridge@one-name.org
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://homepage.ntlworld.com/caroline.gurney1/TMG.htmprovides UK Source Templates, Timelines, UK Place Styles,TMG Layouts, Tags and Sentences
SecondSite & TMG Utility
http://www.johncardinal.com/