Transcript TMG Very Basics

TMG Very Basics
Some Important Concepts
Starting a New Project
Demonstration
The Master Genealogist
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Family History Project Manager
Supplier: Wholly Genes … Bob Velke
Application for Microsoft Windows
Designed for Experienced Genealogists!
Professional “grade” … feature rich
Usable by novices …
… it can be a bit intimidating
Welcome to The Master Genealogist™
• Each time you enter The Master Genealogist™, you will see the
Welcome window. In this window you can choose:
– Last Opens the last project used. This button will not appear the first time you
open the program. If you place your cursor on the [Last] button, a tooltip will tell
you which project was open last.
– Sample Opens the Sample project. You can copy this project and use the copy
for practice.
– Select... Selects a project from a list of those already created.
– Restore... Restores a project from a backup into a folder of your choice.
– Import... Imports data from another program into a project.
– New Creates a new empty project and allows you to import your own data.
– Exit to Windows Leaves The Master Genealogist™ program and returns to
Windows.
• Today we are going to focus on “New”
TMG: Input, Process, Output
• Input
– Import
– Data Entry
• Process:
– Rules, interfaces, databases, terminology
• Output:
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TMG windows (layout)
Reports
Charts
Exports
Help!
• Menu bar: Help
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Help, Help Contents
Tips and Hints
FAQ
A Guided Tour of The Master
Genealogist
• Very Windows style tabs
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Contents
Index
Search
Favorites
Tips and Hints
• contains interesting hints and tips on how
to use various features
• increment from Beginning, through
Intermediate, to Advanced tips (then
recycle)
• Show tips and hints at startup [ ] or [X]
FAQ
• Useful information
• But, not very extensive or frequently
updated
More Help
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Message manager
Check for an update
Technical Support
About The Master Genealogist
Windows GUI
Title bar
Menu bar
Toolbars
Minimize, maximize (restore), exit
Scroll bars
Title bar
Menu bar
Toolbars
Minimize, maximize (restore), exit
Scroll bars
A well behaved application!
Image window
TMG Layout
Flags Window
Details Windows
Siblings Window
Associates window
Project Explorer
Children Window
Details Window
• Most of the data for an individual
• Display options
– Person View
– Family View
– Tree Vuew
Project Explorer
• Provides an overview of the individuals in
your project.
• Display of all names (unless filtered for
primary names)
Flags Window
• Displays standard flags: sex, living,
birthorder, multiple birth, adopted,
ancestor interest, and descendant interest
• Displays custom flags
• Flags are single character fields used to
codify information about a person
Cue Card
• Pesky little messages with “hints”
Everyone is a number!
• An ID Number is assigned to each person
• It serves as a quick way to reference a
particular person.
• When asked for an ID Number, enter the
number and press <Enter>.
• If you do not know the ID Number, you
can search using the Picklist or the Project
Explorer.
New Project …the beginning
Starting a New Project
1. Import Wizard … new project with data
recorded in another program
2. Data Entry Wizard … enter data from
scratch: yourself, your father, your
mother, and their marriage
3. Direct data entry (what you do next)
“If you don't know where you are going, any road will get you there.”
Lewis Carroll
Import
• Import from different genealogy programs
– A new TMG data set, or
– A new project
• File > Import
• Import Wizard
• Definitely a “trial and error (correction)”
process …
• Learn TMG to at least intermediate FIRST
Maintenance
• Use periodically
• Five choices (functions):
– Reindex
– Optimize
– Performance Recommendations
– Validate File Integrity
– Initialize Repeat Files
Backup
• Learn it, Use it
• If possible backup to different disk from
where your Project resides
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– C: stores programs, parameters, etc.
– D: stores data (My Documents, +)
– E: external drive used for backups
• Norton 360
• TMG, Outlook, and other application specific
Mode: Beginner or Advanced
• File > Preferences > Program Options:
Data Entry
– Beginner Mode
– Advanced Mode
• After using TMG for several hours of
tutorial, experimentation, etc. SWITCH to
Advanced Mode and learn it … then stay
in advanced mode!
TMG Files / Project
• … /My Documents/The Master Genealogist v7/Projects
• Project files (*.pjc), e.g. Clark family.pjc
• TMG has other folders:
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Backups
Configuration Files
Exhibits
Logs
Repeat_files
Report_output
Slideshow
Timelines
Menu bar: File>>New Project …
New Project Wizard
• New project through data entry (not
import)
• Fast way to create a new … project …
• Enter first three people:
– Yourself
– Your father
– Your mother
• Gee … that was easy
Everything is in a table (list)
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People
Places
Events (aka Tags)
Repositories, Sources, Citations
Tasks (research log)
Witnesses
Report … List of … each of the above
Repeat Keys
• F3 and CTRL F3 are the repeat keys
– Values stored as the “Repeat Files”
– Pressing <F3> in a field inserts most recently used
value for that field
• F2 is the Unique Values key
– Pressing <F2> from many data entry fields will
produce a listing of all previous entries in that field.
– Highlight any item on the list and press <Enter> or
double-click on the item to insert all elements of that
entry into the appropriate field(s).
• Frequently Asked Questions web site
www.whollygenes.com/faq.htm
• Additional Resources web site
www.whollygenes.com/resources.htm
Tags
• Basic medium for recording information
about a person
– Also use Flags, images,
– Name tag
– Event tag
– Address tag
– History tag
– Relationship tag
• >100 pre-defined tags + your custom ones
TMG Fields
Principal 1
Principal 2
Date
Date
Memos
Citation Windows
Sort Date
• Dates are sorted chronologically in several
places, using the date in the Sort Date
field, regardless of whether the Date or
Sort Date field is displayed.
• If a Sort Date was not entered or included
in imported data, the Date field will be
used in the Sort Date field.
• Very useful feature!
Primary Tag
• TMG allows multiple tags for the same
type of event, relationship, or name.
• It is necessary to designate one of these
as "primary."
• Used by features and at other times when
only one tag of a type is expected.
• Primary tags are designated with an
asterisk (*) or bold type [preferenes]
Bibliography
• Primer for TMG, by Terry Reigel
• Getting the Most Out of TMG (aka
GTMOOTMG), edited by Lee Hoffman
• Video Training for TMG - Getting Started
• Help system of TMG
• Help >> Online Guided Tour of TMG
Read the freakin’ manual!