FTM-HELP-L Archives

Archiver > FTM-HELP > 2004-09 > 1096456692

From: John Donaldson <>
Subject: Re: Pedigree View was [FTM-HELP] Notes- Long
Date: Wed, 29 Sep 2004 21:18:12 +1000
References: <75.3512e3c9.2e8b3966@aol.com>
In-Reply-To: <75.3512e3c9.2e8b3966@aol.com>


>I will be looking for your post all the way from Australia! I do hope I can
>be proven wrong as I like improvements on anything. Just haven't seen where
>they have improved FTM. If you prove me wrong I will be grateful. But the big
>word is PROVE......
As noted I don't have to prove anything. I don't write the program I
choose to use the program

But I would like you to go through the points made and then advise if
you were aware of all the detail before you repeat your remark :-)

"I do hope I can be proven wrong as I like improvements on anything. Just haven't seen where
they have improved FTM. If you prove me wrong I will be grateful".


>On 2 September I posted a long email about the 2005 Family View headed
>“Myths and Realities…...” In the email I noted
>“The Pedigree View has a whole lot of nice features, again not blatantly
>obvious, but rewarding to those folk who take a little time to explore.
>Bit like finding a new hidden garden.
>*Using the New Pedigree View*
>The first thing to notice is the *primary individual*. This is the
>person that the view logic is centred on. To that person’s right, are a
>series of boxes arranged in the familiar ancestor pattern, being
>parents, grandparents etc. There are also two arrows one pointing left
>and one pointing down beneath the primary individual.
>You can see a tab for turning on an off the side panel. There are a
>number of items in the side panel and note 5 view bars. At the top of
>the side panel is information about the primary individual, born (the PV
>will use christening date if present and birth date is not) and died (it
>is also echoed on the task bar at the bottom of the screen) plus the
>Edit pencil to take you to the person’s Facts/Notes area, but you can
>access it from either the Family View or the PV. Useful.
>Also if the spouse and children’s view bar is selected and the primary
>individual’s spouse and children are displayed in the white area of the
>side panel.
>*Elegant Touches*
>Now here is some of the elegant stuff.
>Hovering your mouse over one of the names in the white area displays the
>Birth and Death information of that person. Clicking on the person makes
>that person the primary individual and the PV is redrawn to show the new
>arrangement. You also have the option of an animated effect of this
>change from either the File>Preferences>General or more simply right
>click anywhere in the plain area between the boxes in the PV for a small
>menu to turn the animation on or off. I like it on, as it alerts you to
>Beneath the primary person are two buttons one pointing to the left and
>one pointing down. Clicking on the right button shows siblings but
>clicking on the left one takes you down a level (Descendant line). As I
>noted in the initial review in September, if the user clicks on the left
>arrow and has been down that path before, the tree will navigate to
>where the user had previously been. If the user hasn't navigated that
>way, /Family Tree Maker/ will look for a child of the root individual
>with descendants, and will default to navigating to that person. If the
>root individual has more than one child with descendants, it will look
>at the next generation. If it still can't determine the most logical
>path after 2 generations, it will bring up the drop-down menu and ask
>the user to choose a child. The user always has the option of bringing
>up the drop-down list of children as well. Another elegant touch.
>*Clicking in the PV*
>If you double click on the box of the Primary person you are returned to
>that person’s Family View or the person’s Edit area depending on which
>preference you select in the File> Preferences>Editing>Navigation.
>If you hover the mouse over any box you get the details of that person.
>This is useful as when you set the number of generations to the maximum
>of 7, you just see ‘empty boxes’ but the information is all there by
>hovering or ‘mousing over’.
>*Web Search*
>Depending on how you have set up your Web Search options, the person’s
>box may also have a web search icon. Clicking on this icon brings up the
>web search for that person.
>If however you *right click on a person’s box* in the PV you get some
>very useful options
>*Using the PV for Copying between Files*
>One of the great features that was introduced in /Family Tree Maker/ 11
>was the ability to view and copy between two files. In the PV you can
>see that these copy Individual(s) options are nicely grouped so if you
>wished to copy and paste between files you could have the donor file
>open in the PV so as you can better see relationships and the recipient
>file open at the Family View to accept the changes. Incidentally, these
>copy/merge commands have been moved from the Edit menu in version 11 to
>the People menu in version 2005.
>Note also right clicking allows you to go to the Edit Individual, Edit
>marriage as well as web page searches, move to the primary position and
>add a Bookmark.
>What about clicking in the body of the PV?
>If you right click in the body of the PV, ie somewhere outside of the
>boxes there is yet another menu. You have 3 options and three fly-out menus
>*Highlight results* lets you set the degree of filtering that you apply
>when you do a Web Search expressed in stars. If you select 5 stars you
>get the narrowest search. One star will give you numerous ‘results’ but
>maybe few matches. I will delve into this next month. Leave it at 3 or 4
>to start with.
>*Generations* sets the number of generations visible in the PV from 3 to
>7. Note at 7 you only see empty boxes, but hovering the mouse over the
>box shows the details. Set to 4 or 5 is probably a good starting point.
>Note that this status is also visible and adjustable from the taskbar area.
>*Animation. *This can be turned on or off. It is a simple device to
>highlight the box movement when you change the primary individual. I
>leave it on.
>*View More*
>Note also that to the right of the boxes if you have further ancestors
>then a black arrow indicates more data (black arrow indicates a parent
>in file). Click on the black arrow next to the individual whose
>ancestors you want to see. The entire chart will shift up one generation
>following that family’s line. Note also that the PV provides an Add
>father or Add mother option for the next immediate missing ancestors.
>Clicking in one of the Add boxes takes you directly into the Edit area
>where you can add a name or details. You don’t have to go to the Family
>Spouses and children show the spouse and children of the primary
>individual. Clicking on anyone in the list will make that person the
>primary individual in the PV. Mousing over any person will give
>additional details.
>*Parents and Siblings* works much the same way and again with the same
>options. Note as you use either of these lists the details of the
>primary individual appears at the top of the side panel plus an Edit
>link and of course a Web Search for that person.
>*Index View*
>Index is a bit more complex and opens up some very nice search and
>navigation options.
>*Searching *
>Firstly you have a search where you can type in a name to this
>progressive search. As you do so the name that you are typing becomes
>the primary individuals and it is quite fascinating (especially with the
>animation turned on) to see the names being added. Similarly clicking on
>any name in the Index will make that person the primary individual. But
>there is a little more to this feature.
>*The Filter*
>In the Index view you are provided with a very useful filter. If you
>click on the filter button you are presented with the Individuals to
>Include dialog so familiar (or should be) to /Family Tree Maker/ users.
>It has the usual Find >, < Find, Ancestors >, Descendents > buttons options.
>*So how would you use it?*
>Let’s use an example. I have a *Marris* family that came from Kirton in
>Lindsey / Lincolnshire Co., England. (Robin Hood country). (That
>location format is /Family Tree Maker’s/ map rules where the information
>to the left of the slash delimiter is treated as a comment and to the
>right a location that the /Family Tree Maker/ Maps database recognizes).
>I want to work on that family and there will be female spouses that will
>have other names. I would like my filter to contain all the people
>(regardless of names) who were born in that location.
>Click on Filter and the very familiar Individuals to Include dialog
>appears (Figure 5) and select the Find> arrow and from the Add
>individuals dialog arrow down to Find /Birth location /and in the ‘For’
>/my location/ exactly as I have typed it into /Family Tree Maker/.
>“Kirton in Lindsey / Lincolnshire Co., England”. I get 37 individuals.
>Clicking OK puts those 37 individuals in the Index filter.
>Now I can scroll down this list selection and making any individual the
>primary individual as I look at relationships. Incidentally, I could
>also add to the filter and run other Find> searches for christenings,
>marriages, and deaths for the same location and build my filter list up.
>As I have said countless times, if your data are consistent this search
>works a treat! The filter is nothing more that a custom report search
>beautifully integrated with the PV. Good one programmers.
>*Switching between the Filter and the full Index?*
>This is as simple as checking the Apply Filter box for the filter, left
>unchecked the Index.
>Again you can have your Bookmarks list available in the side panel. As
>noted earlier, the quickest way to bookmark someone is to right click on
>their name in the PV and select Bookmark. The shortcut is Ctrl+B or you
>can use the Bookmark toolbar and select Add Bookmark. So as you would
>expect selecting the Bookmark view would provide a list of your
>Bookmarked individuals.
>The final view bar option is History. Let’s say you have been adding
>individuals. /Family Tree Maker/ keeps track of last 50 these edits and
>calls this the history list. I haven’t found a way to print a history
>list. If you select this view in the PV you have this list available to you.
>*Final Comments*
>When I first saw the PV during the beta testing the first inspection was
>“Oh a different Pedigree Tree, how nice”. Closer inspection however, as
>this article has attempted to outline, shows that it is a rich feature
>packed navigation tool. A combination of a sophisticated GPS cum compass
>that allows you many ways to group data and then examine the related
>ancestry (and descendant) lines. Like most journeys, there are waypoints
>where you can stop (hover the mouse) and get additional data. You can
>use the view bars to concentrate and group your focus. You can zoom in
>or out with the number of generations you wish to display. You can also
>edit directly from the PV and this editing is being tracked in the
>History table.
>*Help: *Clicking on the Help button or F1 in the PV brings up a good
>overview of the PV
>My initial look at FTM 2005 for GUM is at
>Respectfully submitted

John Donaldson
Melbourne, Australia

This thread: