Ancestor+
Copyright © APDL 2003. All Rights Reserved
Adding to and Editing data
You have seen how easy it is to create and link people, and it is also
easy to amend and expand this data.
Editing a person
To edit a person's details place the pointer over their box and click
ADJUST, which opens the person's Details window. This is identical to
the window used to enter their original data except that now the 'Add'
button is labelled 'Update'.
Some fields in this window have already been described, but there are
others. 'Bynames' can be used to note nicknames or other names by which
the person might be known but which is not their proper name. The
'Title' field can be used for anything that would help identify the
person, like a hereditary title, things like Judge or Dr., or military
rank. 'Birthplace' and 'Place died' are important where known as they
indicate places where written records of the person are likely to be
found.
The last five fields are 'user definable' and can be used for anything
you wish. The method used to set their titles is described in the
section on the Choices window.
When you have altered the data click on the 'Update' icon. If you just
close the window any changes you have made will not be entered into the
database. Similarly, closing the Main Window also closes this window
without updating the data.
On the left hand end of the button bar are six icons similar to those in
the Main window. They work in the same way, but instead of updating the
main display they show the Details window for the person chosen. Don't
forget that if you have altered any data you must click on Update before
you move to another person.
The '?' button on the Detail window button bar performs checks on the
date of birth and date of death of the person. These are not so
exhaustive as those carried out on a family group, but they check that
dates are roughly compatible with parents and spouses. Their main use is
not to find slight mismatches but typing mistakes.
Adding the marriage details
Click SELECT with the mouse pointer over the Family number between any
two partners to open the Family window.
The 'Place' field is used to record the name of the place where a
marriage was performed or recorded. The 'From' and 'To' fields are used
to record the date of the start and end of a marriage or partnership.
There is a button with a number at the top right hand corner of each of
the areas showing the main details of the two partners. This button
shows the number of the person. If you click on either of these with
SELECT then the main display will be redrawn with that person at the
centre. If you click with ADJUST then that person's Details window will
open.
At the bottom of the vertical bar between these two areas is a button
with '<->' on it. If you click on this the two partners change places.
Ancestry 1 only allowed partnerships between people of different sexes,
and always showed the male partner on the left. Ancestor+ is not so
fussy, so you can choose which way you wish to display them, though the
convention is still to have the male partner on the left.
You have seen how children are added, and this can, of course, be done
at any time.
As well as the 'Note' field, which can be used to hold any short notes
(up to 100 characters) there are two other fields in this window, and
the exact form of the data entered is deliberately not defined to make
the program as flexible as possible. 'Type' can hold only a single
letter, and is used to define the style of the partnership. For example,
'M' could be used to mean a conventional Marriage. Similarly 'Ended by'
is used to define how the partnership was ended. Common codes are 'D'
for divorce and 'AN' for annulment. In either case you can invent codes
to suit yourself, the type of tree you are compiling, and the
relationships you need to define.
There are two special codes which can be entered into the 'Ended by'
field which are recognised by the program. These are 'HD' and 'WD',
which stand for 'Husband Died' and 'Wife Died' respectively. If you
enter either of these then, when you press RETURN after entering the
code, the program will look at the appropriate partner's data and, if a
date of death is recorded for that person, will copy it to the 'To' date
field since if the partnership was ended by the death of a spouse then
the end of the partnership is the same as the date of death of the
person.
Even more information
So far we have dealt with quite small amounts of information about a
person or family. All this data is held within the actual database and
so is instantly available, even for users without a hard drive. However,
you may have a lot more material, including pictures, copies of
documents, pieces copied from publications, etc., so Ancestor+ lets you
store an almost infinite amount of data in almost any format in a
Resources Directory and still access it quickly and easily from within
the program.
The Resources Directory
With the RoyalFam database on the Ancestor+ disc you will also see a
directory named 'RoyalRes'. This is the Resources Directory for the
Royal Family database.
Run the Royal Family database again, making sure that the RoyalRes
directory is in the same directory as the RoyalFam database itself. Now
click ADJUST on Henry VIII to open his Details window. At the right hand
end of the button bar in this window are three icons, a green 'filing
cabinet' icon, one representing a notebook, and another representing a
picture. If the RoyalRes directory was in the same directory as the
RoyalFam database then none of these icons should be 'greyed out'.
Click on the 'picture' icon and a picture of Henry VIII will be loaded
into !Paint. If you click on the 'notebook' icon a short text file will
be loaded into your text editor.
To see where these have come from, click on the 'filing cabinet' icon.
This opens the directory that had been created in the Resources
directory especially to hold additional material for Henry 8. You will
see that it contains two items, a Spritefile named 'Picture', and a
Textfile called 'Notes'. These are the only two items which are accessed
directly by Ancestor+. When you click on the notebook button the
textfile 'Notes' in the directory allocated to that person is loaded
into your text editor, when you click on the picture icon the spritefile
'Picture' is displayed.
The Family window has three similar icons at the right hand end of the
button bar. These do not share the same directory as the ones in the
Details window. The Family window's buttons access a completely
different sub directory of the Resources directory, so the Notes and
Picture file here will be those pertaining to the Family, and not to the
individual person.
The 'Notes' file can contain anything relevant, how you use it is up to
you. The suggestion is that it should be what its' name suggests, a few
short notes about the person. Similarly the picture would usually be of
the person him- or herself. As the person (or union) has an entire
directory allocated you can, in addition, store dozens of different
files, of any type, if you wish.
Creating a Resources directory
The Resources directory can reside anywhere, but it is best if it is
placed in the same directory as the database with which it is
associated. To see how Ancestor+ knows where to find the Resources
directory click on the button on the main window button bar which looks
like a circle with spikes radiating from it. This opens the 'Choices'
window for the database. This is described properly later, but for the
moment look at the second item in this window. This defines the
Resources directory for the particular database. With the Royal Family
it is set to 'RoyalRes'. As only a 'bare' directory name is used
Ancestor+ expects to find the Resources directory in the same directory
the database itself was loaded from. You could specify a full path and
directory name, but the advantage of the simple directory name is that
if you move the database and its resources to another drive there is no
need to change anything. If you specify a full pathname then moving the
Resources directory, or changing the name of the drive or any directory
in the path, would mean that Ancestor+ would be unable to find it.
A Resources directory can have any name, but it's best if you use
something suggesting its link to the database. If it's going to be in
the same directory as the database just type the name of the directory
into the second icon in the Database Choices window and click on the
'Create' button. If you want the full path to be used then create the
directory in the usual way from the Filer menu and drag the new
directory icon to the the icon in the Database Choices window. The full
pathname will appear there, and you can then click on the 'Set' button
to record the name and close the window.
If you use the 'Smith' database to practice doing this you could create
a directory called, for example. 'SmithRes'. If you then click ADJUST on
John Smith to open his Details window you will see that the picture and
notebook icons are 'greyed out' and can't be selected, telling you
there's no Notes or Picture for John Smith. Now click on the filing
cabinet icon. If you've created the Resources directory and set it in
the Choices window correctly a window will appear telling you it can't
find the sub-directory and asking if you want to create it. Click on
'Create' and the sub-directory will be created and a filer window
appears ready for you to put data into it. If you had made a mistake in
specifying the Resources directory then the message would say that the
program couldn't find the Resources directory, so you would need to go
back and try to discover what it wrong.
Now use !Edit or any other text editor to write a short textfile. It can
just contain a line or two, for example, 'This is John Smith's Notes
file'. Save it, using the name 'Notes', into the directory opened when
you clicked on the filing cabinet icon (if you've closed this you can
open it again). Now close the Details window and re-open it. This time
you should find the notebook icon is no longer 'greyed out'. If you
click on this the Notes file you have created should be loaded into your
text editor.
Deleting people and breaking family links
You have seen that information can easily be changed, added to and
corrected, but so far we haven't dealt with the most drastic
alterations, breaking up incorrect families (marriages or parent/child
links) and deleting people.
Near the centre of the button bar on the main window is a button with a
large red cross. This will delete the current person (the one in the
centre of the window). However, you can't delete anyone while they have
links to other people, whether these links are to a spouse or to
parents. The first step must be to break any links.
To break a link between a person and their parents open the Family
window for the family where the person is a child, ie. their parents
Family window. At the bottom left hand corner of the window is a button
with a red cross. If you click on this a menu will appear showing the
names of all the children in red. If you click on any name on this menu
the child is 'unlinked' from the family. Note that the child isn't
deleted from the database, they still exist, they are just no longer
associated with that family. To record the change click on 'Update'
before you close the window.
To dismantle a complete family you can click on the red cross near the
centre of the Family window button bar. This will break all the links,
children and partners. Once again the people aren't deleted, just the
links. If a family has been deleted in this way then the number will be
re-allocated the next time you create a new family.
Un-deleting people
As previously explained, when a Family is deleted its number is
re-allocated the next time you create a new Family, and there is no way
to restore the links once broken. However, a deleted person remains in
the database. Once deleted a person will not normally be found during
searches, or appear in reports and charts, and if they appear in the
main display no details are shown, just the word 'DELETED' in the centre
of the box. The Details window for a deleted person can be displayed
just like anyone else. The difference is that the word DELETED appears
in red at the top left of the window, overwriting the 'Surname' legend,
and the button which is normally labelled 'Update' says 'Restore'.
As you might assume from this label this means that the person can be
'un-deleted' by merely clicking on this button.
The process of deleting a person does not 'purge' them from the
database, it just 'hides' them from most reporting and charting
functions, and as they are not linked in any way into the tree structure
they do not appear if you move about the tree by clicking on people's
boxes. However, they will appear if you use the '<' or '>' buttons in
either the Main window or the Details window. There is also a special
search method for finding deleted people as described in the section on
Searching.
You could use this feature to enter people whose details you know but
where you are not sure if they actually have any links with the family.
If, subsequently, you discover a link, you can un-delete them and join
them to the tree.
Purging deleted people
As deleted people remain in the database we need some way to 'purge'
them. There is no direct way to do this, but it is easy to re-use them
when entering new people.
When you wish to enter the details of a new person, instead of clicking
on the '+' Add new person button open the Details window for a deleted
person. Click on 'Restore' to un-delete them. You can now enter the data
for the new person as usual, and this will replace the person you have
deleted.
To make this easier, if you press F9 all icons in the window will be
cleared ready for you to enter new data. This can be done at any time,
not only after un-deleting.
The 'Undo' function
If you press F8 when either the Detail window or the Family window is
opened then the contents of the window are restored to the state they
were when you last clicked on the Update button. It can therefore be
used as an Undo button provided you haven't clicked on Update first.
This can be especially useful if you enter a lot of data and then
discover you've typed it into the wrong person's window!
4:10 More on dates
Ancestor+ is a British program so it uses British date conventions.
Dates are in the form dd-mm-yyyy. By default Ancestor+ uses a dash, '-',
as a separator when showing dates as this is always clear and
unambiguous whatever screen resolution or font is used, but when you
enter them you can use a full stop or forward slash (/) if you prefer.
If you would rather have dates shown using a full stop or '/' separator
this can be set in the main Choices window as will be shown later.
I have already shown how a question mark, '?', may be used in a date to
indicate uncertainty. Although it occupies one field, a date could be
regarded as having three 'sub-fields', day, month and year. Ancestor+
can accept a '?' in the day and/or month sub-fields if either or both of
these are not known. It can accept a '?' in all or part of the year
sub-field, but the query or queries must be in the least significant
years. You could enter '175?' or '17??' for a year, but not '1?57'. You
should not mix '?'s and figures in day or month sections.
It is acceptable to enter day and month while having a query in the
year. This might happens if the birthday of a person is known but not
their birthdate.
As well as numbers you can enter a 'G' or 'J' suffix to a date to
indicate Gregorian or Julian calendar.
3.11 Date modifiers
I have already explained how a '?' can be used in the last digit or last
two digits of a year to indicate uncertainty, but this is rather crude,
and would normally only be used where there is little or no information
about the actual date. Ancestor+ therefore has more subtle means to
indicate an inexact date.
To the right of any date field in the Details or Family window is a menu
button. This displays a menu showing the various date modifiers which
can be used. These are -
- A - after
- B - before
- C - circa
- E - estimated
- + - may be the given year or the year after (ie year or year+1)
and in the date of death field only -
- Q - quick, ie. known to be still alive
If you select any of these then it will be shown in the icon to the left
of the actual date. Instead of selecting them from the menu you can type
directly into this field (normally much quicker when entering data).
There is no need to type the complete word, only the first letter is
significant, although the whole word will always be shown for clarity.
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