Transcript Document

Downloading and Installing
PAF Insight
• PAF Insight can be easily
downloaded
• Or can be installed from a CD
• A license is needed t0 activate the
program
To download PAF Insight click on the download
link at the top of the Ohana Software web page
If you need to purchase
a license key, you can
click on the BUY link or
one of the links here.
Click on Download or
Update PAF Insight. It is
the same link for the
original download or to
get the free updates as
they are released.
To be sure that you receive your license email and the update emails
please add [email protected] to your email address book.
Make sure that your PAF 5 program is closed and
also any previous version of PAF Insight
Click on Install PAF Insight version 2004.(current version)
When a file download window appears choose
“Open” or “Run”. This will start the install process
onto your computer.
Follow the instructions from the installer which is
choosing Next for the next several screens. And Click
Finish on the last screen to complete the Install.
Enter your license key when the window opens the first
time you start PAF Insight on your computer. This is
the license key that you received in the license email
from Ohana Software.
The easiest way to open PAF Insight is by opening your
file in the Personal Ancestral File (PAF)5 program.
This can be done by clicking on the PAF5
icon on your desktop if you have chosen to
have an icon on your desktop.
Once your file is open if PAF5, go to the tools menu.
Click on PAF Insight in the tools menu of PAF 5 and
this PAF file will open in PAF Insight.
There are 5 functions to choose from for PAF Insight.
Cleaning up your file before
Searching the IGI
• Edit RINs and Pedigrees will show you
the extra pedigrees and branches you may
be unaware of in your file. You can trim the
excess individuals from your file.
• PAF Insight Merge will find more merges
than the PAF 5 program will. Check your
file in merge before using the IGI Search.
Using Merge
To Clean Up Your File
Click on Merge to Merge Duplicate
Records with PAF Insight
You can change the list to sort by
RINs, Names or other header field by
clicking on the corresponding header.
Matches come up sorted by
probability of match %
Relationship of left side
record to main pedigree
Relationship of right side
record to main pedigree.
PAF Insight will
show matches
where the names
are different where
PAF will not
The tabs highlighted
in pink indicate
differences between
the records in these
areas
To bring information into your file, check the box
next to that information and a checkmark will
appear. Then Click on the Merge button at the
top of the list.
Merged is listed in
the status column
When you click
on Merge the
information that
was checked is
moved to the
record on the left
Records that you
know are not
matches can be
marked Not a Match
and will not be
shown you as a
possible match again
If you want to do
further research to
determine if records
are a match, you
can mark them with
a RESEARCHFOR MERGE note
Record Marking buttons
Differences in the notes will be written in brown.
You can choose to keep only the Primary or Duplicate
notes or to combine your notes when merging.
Using Edit RINs and Pedigrees
to Clean Up Your File.
Choose Edit
RINS and
Pedigrees
Your file will
open with a list
of all records and
all pedigrees
showing in a list.
They are ordered
by RIN within
each Pedigree
and the pedigrees
are listed in order
of size. Main
Pedigree is the
largest Pedigree
in your file.
Use the scroll bar
to scroll to the
end of the list and
see if you have
extra pedigrees in
your file that you
are unaware of.
You can view the pedigree number in the pedigree column
If there are pedigrees
in your file that you
do not want, you can
select all of them at
once in your file
using multiple select.
To do this click on the
bottom record you
want to delete and
then while holding the
Shift key, click on the
top record in the
group you want to
select. The selected
records will be
highlighted in blue.
Click on the
Trim button
A window
will come up
and ask if
you want to
delete these
individuals.
Click OK to
delete them.
To further trim your file
to the records you want,
select an individual and
choose from the trim
options in the Trim to
Pedigree window.
If you want to make sure
that you only have your
direct line and close
relatives, choose the
option to trim to direct
line and keep children
and grandchildren and
spouses.
After you delete individuals they will be listed deleted in the
status column. If you need to restore an individual or group,
select them and choose restore.
After you
have trimmed
the extra
individuals
from your file,
you can
renumber
your RINs if
you would
like to.
To change all of
the RINS as a
group, insert
the first RIN
you would like
to start with.
Usually #1
Select Change RINs
“New RIN”
will be listed
in the status
column and
the New RIN
will be listed
on the left of
the name.
The old
RIN is
now
listed to
the right
of the
Pedigree
listing
You are Now Ready to Efficiently
Search the IGI with PAF Insight
• You have Merged duplicate individuals
• You have deleted extra pedigrees from your
file.
• You have trimmed your line to the
individuals that you really want to be in
your file.
• You have renumbered your RINS to make
good use of and reduce the size of your file.
Searching the Internet IGI
using PAF Insight
To begin your IGI Search
• Open your file in PAF and go to the Tools
and choose PAF Insight.
• Select Search IGI
• The first time you enter the IGI Search in
PAF Insight you will be asked for your
Username and Password.
The username and password to enter here is the
one that you registered with on
www.FamilySearch.org. If you have not yet
registered, it is easy to do and it is free.
If you have forgotten your user name and password,
you can request to have it emailed to you from the
sign on page of www.familysearch.org.
Once you have entered this information PAF Insight will remember
it for you and sign you onto the FamilySearch website when PAF Insight
Search IGI is started.
A blinking green light
indicates Internet activity
When you are logged in
successful you will see
Ready in the box
If you are not connected or
have a firewall blocking PAF
Insight, you will get a Bad
Connection message. You need
to start you Internet
connection before you open
PAF Insight if you have a
dialup connection. If you have
a firewall, it must be set to
allow PAF Insight to
communicate via the Internet.
There are several list filters to choose from. You can find
the definition of each in the Help files of PAF Insight.
When PAF Opens the list
filter will be “Needs
Ordinances” if you have
LDS info set in PAF 5 or
“Incomplete Dates and
Places” if you have LDS
info turned off in PAF 5
If you do not find the record you are
looking for, expand your search or
change regions.
The “Automatic”Region
search will search all of the
places in your file for the
Individual being searched
plus World Misc.
You can change the years searched
using the Year Range slider
The default is “Exact Year”.
This will search all of the
years listed in your file for
the individual being
searched. Most records can
be found using Exact year.
To start a search, select an
individual by clicking on them with
your mouse. Then click the Search
button
In the status
column you can
see how many
hits and
matches are
being searched.
The search being done will be
shown in the corner status box
Matches are listed by %
probability of match
according to how they
match the information in
your file. The highest
match may be the last to
appear.
When V1,
V2 appear
this is
indicating
that more
than one
variation of
the name
and place is
being
searched.
When the search is completed, “Done” will be in the status column.
If “Incomplete” is shown and you do not find what you were
looking for , redo your search because the complete results were
not returned by FamilySearch..
You can start searching for other names while you are updating the
first record searched.
View the details of each IGI match in the Details view. The pink
highlighted tabs indicate differences between the records.
Check the white boxes by the information in each category that you
want updated into your record.
Be sure to check all of the different tabs for information
you want. Often a record containing the parents will not
have the marriage information. You may need to update
from more than one record to get the complete
information.
If you find a new spouse in the IGI that you want to bring into your
file, check the box that says “Add as new spouse” When you
update the spouse’s name and the marriage. The information will
be brought over to your file.
After updating the new spouse will be in your record window.
The spouse will have a RIN of zero. When you save your file,
the new individual will be given a new RIN.
To add new parents, check both the “add as new father”
And the “add as new mother” boxes. When Update is clicked
the names and sealing data will be brought over into your file.
If you have only one parent in your file and would like to
add the other, click on the “add as new…” by the parent
you wish to add.
Click on Update to move the IGI
information to your record.
Updated will
be shown in
the status
column for
each record
updated
The information
you had checked
will now show in
your record
The IGI
record will
disappear
after you
update from
it.
After updating, a PAF Insight IGI text source will be
attached to the events that were updated. It will be
shown in the sources view in your record.
To change the source options go to the Tools
menu in PAF Insight and choose Options
Click on the FamilySearch folder Tab
Add sources to
existing events is
checked by default.
This option will add
a source to an event
that has the identical
information in the
IGI as you have in
your file.
“Leave most recent
PAF Insight IGI
source only” is also
checked by default.
If you update
information for an
event, only the last
PAF Insight source
for that event will be
saved.
You can
choose to not
have any
sources added
by checking
that option.
Finalize your options by clicking
on OK
You can change these options
anytime. You can change to update
one record and change back if you
want to for a particular source.
You can choose
to always add a
PAF Insight
source when
updating. This
will add multiple
sources for single
events without
removing the
previous one.
When you have finished or have done a lot of updating, you will need to
save your file to finalize the updating to your PAF file. You can either
“Save” in the original file or “Save As” a new file. This can be done
from the File menu.
If you choose “Save As”, you will then choose a new
name for the file and choose Save.
If you try to close your PAF file in PAF Insight or
Exit PAF Insight through the File menu or by using
the windows close icon
without saving, a
warning prompt will appear.
If you do not save your file when you exit,
you will lose all of the updating you have
done since you last saved your file.
Warning : You cannot edit your file in PAF 5 and
use PAF Insight at the same time. PAF 5 puts a
lock on the file while it has the file open. If you try
to use PAF 5 and PAF Insight with the same file,
only the last one saved will actually be saved. Any
updates or changes made in the first closed file will
be lost.
To prevent this from happening always enter
PAF Insight from your PAF 5 Tools menu.
Additional Lessons on PAF Insight
are available at
www.OhanaSoftware.com
This presentation may be used for training and other non commercial uses. Copyright 2004 by Ohana Software