Genealogy Pro is a software package designed for the purpose of drawing genealogy charts. Genealogy Pro stores familial data such as family names, relationships, important dates and events such as birth and death dates, and uses this information to automatically create genealogy charts. Genealogy pro is simple to use - it uses the standard Macintosh point and click interface, yet produces a high quality standard chart. It can draw a number of chart formats including vertical, horizontal and wheel formats. Pedigree and family charts can both be produced using Genealogy Pro. A number of styles are supported within each chart format. You may choose to optionally show or hide events such as birth dates or death dates. The styles for each event may be varied to suit individual tastes.
1.2 System and Hardware Requirements
Genealogy Pro requires a Macintosh computer with a 256K enhanced ROM or greater. This includes the Macintosh SE/30, Macintosh II range, LC range, quadra range, Mac classic, Power Macintosh, and later models. Genealogy Pro does not currently support the Macintosh SE, Macintosh Plus or earlier models. Although all of the mentioned models are capable of producing all chart types, a Macintosh with an MC68LC040 or greater processor is recommended if a large quantity of circle charts are to be produced. Circle charts will print satisfactorily with an inkjet printer (Hewlett-Packard Deskwriter or Apple stylewriter) but best results are obtained using a postscript printer.
System requirements for Genealogy Pro is now MacOS System 7.0 or greater.
3. The Genealogy Pro Database
3.1 Introduction
When Genealogy Pro is launched it will prompt the user to create a new file or to open an existing file. When a new file is created Genealogy Pro creates a database of individuals which consists of the individuals name, gender, birth date and place, death date and place, marriage date and place and divorce date and place (if appropriate). Four individuals are created by default when you create a new database - ‘father’, ‘mother’, ‘new daughter’, and ‘new son’.
The Genealogy Pro database is high capacity and expandible. It can current store at least 32000 indiviuals in the database. It is expandible due to the use of 'Custom Fields' (see chapter 5 - 'Fields' ) - instead of predefining a large range of fields, many of which may not be used, Genealogy Pro predefines birth dates and places, death dates and places, marriage dates and places, and allows the user to define up to 200 additional fields which may consist of text, dates, places, or pictures.
3.2 Viewing the Database
The database may be viewed by choosing the ‘View Database’ menu item in the ‘Utilities’ menu. When you choose this item a new window will be created which lists the names of all people currently in the database (see Fig 3.2). The name of the person is in the left hand column and the gender of the person is in the column to the right of the name. The other column consists of all fields associated with the person, such as the birth date, etc. When you create custom fields (see chapter 7 - Fields ), these are also depicted as a column in the database window.
Fig 3.1 - the database window. When a new database is created four people are automatically created and added to the database.
The order of names in the database may be altered according to the name of individual, date (birth, death, or other), or place( birth, death, or other). To sort the order of names simply click the mouse in the title of the column for which you with to sort (e.g. to sort by name click in the title of the name column, to sort by birth date, click in the title of the birth date column, etc.).
3.3 Navigating the Database
In addition to scrolling through the database window using the scroll bars, you can navigate through the database by selecting a persons name in the window and then choosing one of the menus at the top of the window. A person is selected simply by clicking on a person’s name with the mouse (see Fig 3.3). The name will be highlighted. The menu selected will determine where the data.
Fig 3.3 The list of offspring which belong to Clarence Burrows is displayed when the name of Clarence Burrows is selected and the ‘Children’ menu item is pressed with the mouse.
In an analogous manner, if the ‘Spouses’ menu is chosen then the spouse(s) of Clarence Burrows would be displayed, and if the ‘Parents” menu was chosen then the parent of Clarence Burrows would be displayed.
3.4 Changing an Individuals Personal Details
When you double click the mouse in the row of a person in the database window a dialog box will be displayed which prompts you to change the personal details of the person. Double clicking in the name prompts you to change the name of the person (see Fig 3.5), double clicking in the birth date column prompts you to change the birth date of the person, etc. More more information on the fields of a person see Chapter 7 (Fields).
Fig 3.4 The dialog which appears when you double click in the name of Clarence Burrows. This dialog allows you to change the name of Clarence Burrows.
Fig 3.5 The dialog which appears when you double click in the birth date of Clarence Burrows. This dialog allows you to change the birth date of Clarence Burrows.
3.5 Editing the Database - Adding and Removing People
Editing is achieved by selecting a persons name in the database window and then choosing one of the editing commands in the Family Menu. A person is selected simply by clicking on a person’s name with the mouse (see Fig 3.3). The name will be highlighted. The editing command chosen then applies to the person which is currently selected. The following example will show this more clearly.
Adding a Person to the Database.
To add a person to the database, select the name of the person. Choose one of the commands in the Family Menu. When the father was selected (see Fig 3.1) and the ‘New Son’ item was selected in the Family menu, a new person appeared in the database window entitled ‘father, (son_of)’ (see Fig 3.1). When a new son is created the default name is ‘(son_of) Selected Persons Surname’.
Fig 3.6 A new database after the father was selected and the ‘New Son’ menu item in the ‘Family’ menu was chosen.
New spouses and parents may be created in an analogous manner.
Deleting a Person from the Database
People are deleted from the database by selecting the person and then choosing the ‘clear’ item from the ‘Edit’ menu.
Note:
People can only be deleted when they have no offspring. Otherwise this will leave offspring in the database which have no link to any other people in the database. When a person is selected in the chart and they have offspring, the ‘Clear’ item in the ‘Edit’ menu will be disabled making it impossible to delete that person until all offspring have been deleted.
The Set Spouse function
IThe ‘Set Spouse’ function enables you to designate a person who currently exists in the database as a spouse to the selected person. This function should be used rarely, if at all. The only times in which this function should be used are when a. Cousins marry - create the cousins in their respective families then use the ‘Set Spouse’ function to tell Genealogy Pro that the cousins are spouses of each other or b. where you have a number of genealogical lines in your database and a number of the lines intermarried e.g. if two uncles married two sisters of the same family.
The ‘Set Spouse’ function should be used sparingly.
4. Charts
4.1. Chart Types*
There are currently five types of charts which Genealogy Pro supports. For each chart type there are a number of stylistic variations which can be chosen. It is also possible, using the mouse, to manually rearrange the spatial positions of people within the chart.
There are two basic chart categories:
Direct Line Charts (Pedigree Charts)
Direct Line Charts are drawn to show the direct ancestors of a particular person. Genealogy Pro supports the implementation of three types of direct line chart.
Horizontal Direct Line Chart (Horizontal Ancestor Chart)
These charts always begin with the name of the focal person in the middle of the left hand side of the chart and then each generation in sequence is added to the right. When the chart is printed sideways several generations may be displayed on the one chart. When no fields are displayed at least five generations will fit sideways into one A4 page. An example of this type of chart is shown in Fig 4.1.
Vertical Direct Line Chart (Vertical Ancestor Chart)
These charts begin with the name of the focal person at the bottom of the chart. The ancestors are joined by lines proceeding towards the top of the chart. An example of this type of chart is shown in Fig 4.2.
Fig 4.3. An example of a vertical direct line chart.
Concentric Circular Direct Line Chart (Wheel Chart)
These charts have the focal person in the centre and the ancestral names in the sections of surrounding circles. These charts give a clear representation of the relationships of each generation. Drawing of rotated text may take some time on a lower end Macintosh. To interrupt Genealogy Pro updating the wheel chart press the command key and full point (.) key simultaneously. An example of a wheel chart is depicted in Fig 4.3. When QuickDraw GX is installed (QuickDraw GX is supplied with System 7.5 and greater) ‘curved’ text may be drawn in circle charts.
Family Charts
Family charts start with the name of a focal person with their children at the next level, and their children’s children at the next level, and so on. The children’s marriage partners may be designated where appropriate. The descendants of one marriage partner or several marriage partners of the focal person may be shown.
As family charts can become very complicated it is advisable to have several subcharts rather than attempt too much on one chart.
Genealogy Pro supports the implementation of two types of family chart.
Horizontal Family Chart
These start with the focal couple in the centre on the left. Each child has a horizontal line associated with their name. The child’s name appears above the horizontal line with the marriage partner recorded underneath. The horizontal line of each child is joined to a vertical line which joins all brothers and sisters to the parent line. This type of chart can be organised into columns with one generation representing each column. When Genealogy Pro is launched from the finder by double clicking on the Genealogy Pro icon this chart is first chart displayed by default. An example of this type of chart is shown in Fig 4.4.
Vertical Family Chart
These charts start with the name of the focal couple at the top of the chart with their children on the next level down, together with the children’s marriage partners where appropriate. Each line represents a new generation. An example of this type of chart is depicted in Fig 4.5.
figure 4.5. An example of a vertical family chart
4.2 Open and Closed Charts
At any one time a chart may be open or closed.
An open chart is simply a chart visible in a Window. There is one chart per window. More than one chart may be open at any one time. A list of all open charts is stored in the ‘Windows’ menu. All open charts are accessible by selecting the chart in this menu
All charts, both open and closed charts, are listed in the ‘Charts’ submenu, the second item under the ‘Utilities’ menu. The currently open charts will be dimmed in this menu (see Fig 4.6). When selected from this menu a closed chart will be opened and the new window brought to the front of all other open charts .
If a number of charts are to be frequently used, it is worth considering keeping a number of charts open at one time. This is because closed charts are removed from memory and stored on disk so repeatedly opening and closing a chart can take considerable time. On the other hand having many charts open at one time may use a considerable amount of memory so it is advisable to close charts which are not being frequently used.
Fig 4.7 The ‘Utilities’ submenu is the second item in the ‘Chart’ menu. This submenu list all charts, both open and closed charts. Note that open charts in this list are dimmed. To open a chart choose the chart from this submenu and the chart will appear in a new window in front of all other charts.
An open chart may be closed by clicking the mouse in the close box at the top left of the chart window. The chart may also be closed by choosing the ‘close’ command from the ‘File’ menu (see chapter 7, ‘Files’). Holding down the option key while clicking in the close box will cause all currently open charts to close with automatic saving of all changes.
4.3 Creating a New Chart
To create a new chart select the ‘New Chart’ submenu, which is the first menu item in the ‘Utilities’ menu. There are five types of charts to choose from in this menu (see Fig 4.8), corresponding to the charts described in the previous section.
When a chart is chosen from the ‘New Chart’ submenu, a dialog box will appear similar to that in Fig 4.9.
Fig 4.8. The ‘New Chart’ submenu is the first item in the ‘Chart’ Menu. There are five items in this submenu, corresponding to the three types of direct line chart and two types of family chart.
Towards the left of the dialog is a list of all people currently in the database. If there are more people in the database than can be viewed in this list then the list of people may be scrolled by clicking the mouse in either the up or down arrow of the scroll bar towards the right the list. One person in the list is highlighted. This person is the person for which the new chart is to be focused. To highlight a person, click the mouse in the region of the persons name in this list (shortcut: if a person is highlighted by clicking on their name in a pre-existing chart and then the new chart menu selected, the list scrolls automatically to that person).
To the right of the list of people is an editable text item which contains a number. Place the maximum number of generations required for the chart into this box.
The top right hand corner of the dialog contains information about the type of chart to remind us of the type of chart which is currently being created, in this particular case a horizontal direct line chart.
Fig 4.9. The dialog box which appears when an item from the ‘New Chart’ submenu is chosen. The ‘New Chart’ submenu is the second item in the ‘Chart’ Menu.
There are two buttons underneath the list of people. If you change your mind and decide you do not want to create the new chart then click the ‘cancel’ button. The dialog will close and the new chart will not be created. However, if you have chosen the person to be the focus of the chart and the number of generations required to be displayed in the chart and do wish to proceed, click the ‘ok’ button. The chart will be created in a new window and the new chart will be brought to the front of all other charts.
The ‘Visible Fields’ button determines which fields will be initially visible in the new chart. When this button is selected a list of all currently available fields will be presented in a scrollable list (see Fig 4.10). Select the fields which you want to be displayed in the new chart by double clicking the mouse in the vicinity of the name of the field or by clicking on the field and choosing the ‘Select’ button. Fields which have a tick next to their name will be those visible in the new chart. Of course, if the people in the chart do not yet have any data in a chosen field then the field will not be shown in the new chart. If fields are not chosen to be visible at this time they may be later chosen to be viewed in the chart at any time (see chapter 5, Fields).
Fig 4.10. The list of fields which is presented when the ‘Visible Fields’ button is chosen from the New Chart dialog.
When the new chart is a direct line chart, two buttons will be present to the right side of the list of people. The buttons determine whether the paternal or maternal line is to be placed above (for a horizontal chart) or to the left (for a vertical or wheel chart) of the page. An example of each layout is depicted in Fig 4.11 (paternal line toward top of page) and in Fig 4.12 (maternal line toward top of page).
4.4 Editing a Chart - Adding and Removing People
In addition to adding and removing people from the database through the database window (see chapter 3), it is often more convenient to add new people to the database through the use of a chart. Editing is achieved by selecting a person in the chart and then choosing one of the editing commands in the Family Menu. A person is selected simply by clicking on a person’s name with the mouse. The name will be highlighted. The editing command chosen then applies to the person which is currently selected. The following example will show this more clearly.
Hiding/Showing a person in a Chart
Often for the convenience of fitting a limited number of generations into the printed page you may want to display a subset of descendants or ancestors of a person. This means there are people in the database which are not visible in the chart but are descendants or ancestors of people in the chart. This occurs, for example, when a new chart is created and the maximum number of generations requested for the chart does not span the number of generations in the database (see the section in this chapter ‘creating a new chart’).
If this is the case then when a person is selected by clicking on the person’s name the ‘Show Offspring’ item in the ‘Utilities’ menu will be enabled (for a direct line chart this item will be entitled ‘Show Parents’). If this item is subsequently chosen, all the offspring of the selected parent will then be displayed in the chart. This does not create new people in the database, it simply displays a person previously hidden to the chart which already exists in the database.
In an analogous manner, when a person’s name is selected and at least one offspring is already visible in the chart then the ‘Hide Offspring’ item in the charts menu will be enabled (for a direct line chart this item will be entitled ‘Hide Parents’). When this item is chosen all the offspring and descendants of the offspring of the selected parent will be hidden from the chart (for a direct line chart all ancestors will be hidden). This does not delete the offspring (or ancestors) from the chart. It simply hides them from view. The only way people may be deleted from the database is by using the ‘Clear’ command in the ‘Edit Menu’ as previously described. No commands in the ‘Chart’ menu will result in any person being deleted from the database.
The Set Spouse and UnSet Spouse Functions
If working with a family chart and you select a person by clicking the mouse in one of the person’s fields the ‘Set Spouse’ item in the ‘Chart’ menu will become active. The ‘Set Spouse’ function enables you to designate a person who currently exists in the database as a spouse to the selected person. This function should be used rarely, if at all. The only times in which this function should be used are when a. Cousins marry - create the cousins in their respective families then use the ‘Set Spouse’ function to tell Genealogy Pro that the cousins are spouses of each other or b. where you have a number of genealogical lines in your database and a number of the lines intermarried e.g. if two uncles married two sisters of the same family.
The ‘Set Spouse’ function should be used sparingly.
The ‘Unset Spouse’ function removes the relationship between two spouses. This function works as the opposite of the ‘Set Spouse’ function. The ‘Unset Spouse’ function may only be used where the couple have no offspring. If the couple have offspring then all offspring must first be deleted from the database.
note 1: When using the unset spouse function the one or both of the spouses may be removed from the chart. To again show these people in the chart select the parent of the spouse and choose the ‘Show Offspring’ item in the ‘Charts’ menu.
note 2: If the spouses are cousins and both immediate families are shown on one chart then the offspring of the spouses will appear twice on the chart - once for each immediate family. To remove the offspring select one of the spouses in one of the families and choose the ‘Hide Offspring’ item in the ‘Chart’ menu.
Working with direct line charts
Editing the chart in direct line charts is analogous to that of a family chart. New parents may be added to a person by choosing the ‘New Parents’ command from the ‘Chart’ menu when a person is selected. The parents may by shown or hidden from view.
When the ‘New Generation’ item is chosen new parents are added to all people of the highest generation of the chart. When ‘Hide Generation’ is chosen, the highest generation of the chart is hidden. Again, this does not delete these people from the database.
4.5 Changing the Format and Style of the Chart
In general, commands which affect the style of a chart are found in the ‘Views’ Menu.
Changing the Appearance of Joining Lines
Both the thickness and the colour of the lines which join relatives and kin in all charts may be changed according to individual taste.
Changing the thickness of Joining Lines
To change the thickness of the lines which join relatives in the chart choose the ‘Lines’ submenu which is the first item in the ‘Views’ menu. The submenu consists of examples of each of the thicknesses of lines available (see Fig 4.20). Choose the new thickness required. The chart will then be updated with the new thickness.
Changing the Colour of Joining Lines
The default colour of the chart joining lines is black. To change the colour of the lines which join relatives in a chart, choose the ‘Line Colour’ item in the ‘Views’ Menu. A standard Macintosh wheel colour palette dialog will appear. Choose the line colour required and the lines in the chart will be displayed in the new colour.
Changing the Chart Colour
The default colour of the chart is a white background. The background colour may be changed by choosing the ‘Chart Colour’ item in the ‘Views’ menu. A standard Macintosh wheel colour palette dialog will appear. Choose the new colour required and the chart will be redrawn in the new colour.
Changing the Chart Name
The chart name by default is set to ‘Ancestors of xxx’ for a direct line chart or to ‘Descendants of xxx’ for a family chart where ‘xxx’ is the name of the focal person of the chart. The chart name may be changed by double-clicking the mouse in the region of the chart name. The name may also be changed by choosing the ‘Chart Title’ item in the ‘Views’ menu (this is the only way to change the chart title if the title is currently not visible).
Changing the Spacial Arrangement of the Chart
Changing the Position of the Chart Name
By default, the chart name is positioned towards the top left area of the chart. The position of the chart name may be changed by clicking the mouse once in the vicinity of the chart title, keeping the mouse pressed, and dragging the outline of the name to the new desired position within the chart window (see Fig 4.27). The chart name will then be redrawn in the new position.
Fig 4.27. When the mouse is pressed in the vicinity of the chart title a gray dotted outline of the title will appear. The gray outline will move when the mouse is dragged to the new position where the chart title is required.
Changing the Position of People Within the Chart
The position of people within the chart may be changed by clicking the mouse in an appropriate part of the target person and dragging the mouse to the new desired position in the chart. The appropriate positions to click the mouse may be determined by the current cursor. In a horizontal direct line chart, the cursor will change appearance when the mouse is in the region of the horizontal line joining the person to their ancestor. For a family chart the cursor will change shape when in the region of the vertical line joining the person to their descendants.
The action which occurs when the mouse is clicked on the chart depends on the cursor shape at the time of the click.
For the “left/right” cursor (), “up/down” cursor (), or “move any direction” cursor() a grey outline of all descendants or ancestors (depending on whether the chart is a direct line, or family chart) will appear and remain visible while the mouse is pressed. If the mouse is moved up or down the position of the person and all descendants/ancestors will be moved up or down. When the mouse is released, the chart will be redrawn with the person and all descendants in the new position.
For the “expand or shrink width” cursor( or ) the width of the field of the person are expanded or shrunk. This cursor will appear at ninety degrees in the vertical chart. In the horizontal chart the expand width cursor is obtained by pressing the option key.
For a vertical family chart press the option key while using the “up/down” cursor and the fields of the person will move up or down when dragging with the mouse. If the option key is not pressed only the offspring will be dragged. (see figs 36 and 37.
Fig 4.28. portion of a vertical family chart before dragging the offspring with the mouse.
Fig 4.29. The same chart as in Fig 4.28 except the offspring have been repositioned with the mouse. The option key was not pressed while dragging the offspring.
Fig 4.30. The same chart as in Fig 4.28 except the offspring have been repositioned with the mouse. This time the option key was pressed while dragging the offspring. Note that the fields of the parents have moved with the repositioning.
Note:
a. A similar result can be achieved by holding down the option key when using the ‘expand width’ cursor for the vertical chart.
b. If the option key is pressed while dragging the ‘left-right’ cursor or the ‘move any direction’ cursor, then rather than move the person and all the person’s ancestors in the vertical family chart only the person that the mouse was clicked in will move.
Changing the spatial position of people within a chart can be very effective in optimising the use of space within a chart, particularly for vertical charts. The vertical family chart in Fig 4.31, for example, will not fit into an A4 page until spatially rearranged as in Fig 4.32.
An example of using the mouse to drag a person and their descendants to a new position in a vertical family chart is depicted in Fig 4.33.
Fig 4.33. Moving a person’s descendants in a vertical family chart. A gray outline of the descendant line moves with the mouse movement while the mouse button is pressed down. Note the cursor is a left-right cursor so only left-right movement is allowed.
4.6 Sorting Offspring
When working with a family chart the offspring of any individuals may be sorted by three methods: by the date of birth, by the christian name of the offspring, or by a custom sorting method where you can change the order of the offspring manually. With horizontal family charts the offspring are sorted from top to bottom (eldest to youngest or lowest alphabetical name to highest alphabetical name) whereas vertical charts are sorted left to right.
Sorting may be optionally chosen to effect only the current chart or may be made permanent in the database. If the sorting is made permanent then all new charts will automatically show the offspring in the sorted order. Any previously created charts will not show the new order. If the sorting order is chosen to affect only the current chart then no other charts will show the changed sorting.
You may choose to sort the offspring for one family only by clicking on the parents name to select the family and then choosing the ‘Sort Offspring’ item in the ‘Chart’ Menu. The ‘Sort Offspring’ item also allows you to optionally sort every family in the entire chart.
note 1: The position of people in the chart may be changed as previously described by clicking on the people and dragging the people with the mouse to a new position in the chart. The relative position of people may be changed so that it appears that the order of the people in the chart has changed. This is not a true sorting of people although if only one or two people need sorting and you want it to affect the current chart only this method may be satisfactory.
note 2. When sorting a family in a chart all previous formatting will be lost for this family.
To use the sorting facility follow this procedure:
Select one of the parents of the family for which you want the offspring to be sorted. (if you wish to sort all families in the chart this is not necessary).
Select the ‘Sort Offspring’ item found in the ‘Chart’ menu. The follow dialog will appear (Fig 4.34).
Fig 4.34. The dialog which appears when the ‘Sort Offspring’ item is chosen from the ‘Chart’ menu. Note that some items are dimmed because there was no person selected from the chart before choosing this menu item.
If a person has not been previously selected or the selected person in the chart has no offspring then the ‘custom order’ option and the option to ‘sort only selected person’s offspring’ will be disabled. There are three sections to the dialog. The Method section describes how the family(ies) will be sorted. Click in the ‘name’ button to sort by christian name. Click in the ‘date of birth’ button to sort by date of birth. Click in the ‘custom order’ button to sort the offspring manually. The Context section describes whether the selected person or all people are to be sorted. Click in the ‘sort only selected person’s offspring’ button and only the selected family will be affected. If you choose the ‘sort for all people’ button then all people in the chart will be sorted using the chosen method. (note: you cannot use the custom sort method when sorting for all people in the chart). The Permanency section describes whether the changes will be permanent. If the ‘this chart only’ button is chosen then the sort will not affect the database. If the ‘all new charts’ button is chosen then the sorting will affect the database so all new charts will show the new sorting order.
When finished choosing the options click on the ‘ok’ button to proceed. If you wish to cancel sorting then choose the ‘cancel’ button.
Fig 4.35 depicts a horizontal family chart of Ralph Burrows and descendants sorted by name whereas Fig 4.36 depicts ralph Burrows and descendants sorted by date of birth.
Fig 4.35. A horizontal family chart of Ralph Burrows and descendants after sorting the offspring of Ralph Burrows by name.
Fig 4.36. A horizontal family chart of Ralph Burrows and descendants after sorting the offspring of Ralph Burrows by date of birth.
If the ‘Custom Order’ context is chosen (see Fig 4.34) then a list of all offspring of the selected person will appear in a dialog. To change the order of offspring click on the name of any of the offspring in the list and keep the mouse pressed down and drag the offspring to the new location. A gray outline of the position of the person in the list will appear until the mouse is pressed (see Fig 4.37).
note: If a person has more than one spouse then that person will appear more than once in this list - once for each spouse.
note: If a new field is created for this person then the order in the list will revert to the default chart order. The default chart order is that which is created when the field order is change for ‘all people in the chart’.
Fig 4.37. When Ralph Burrows was selected and the ‘Custom Sort’ method chosen this dialog appeared. Any of the listed offspring can now be moved by clicking the mouse on the name of the offspring and while keeping the mouse pressed dragging the name to a new position. A gray outline of the name rectangle appears when the mouse is dragging the name. Release the mouse at the new position.
4.7 Chart Printing
Printing in Genealogy pro is implemented in the standard Macintosh way. Before printing ensure the page is set to the right paper size and direction (horizontal or vertical) using the ‘Page Setup ...’ command in the ‘File’ menu. When the page is set correctly, choose ‘Print’ from the ‘File’ menu. The chart will then be printed.
Displaying Print Borders
The printing borders for each page the chart encompasses may be viewed by choosing the ‘Show Print Borders’ command in the ‘Views’ menu. When this option is chosen a gray outline will be visible on the chart. This outline is the area of the chart which will be printed. If there is more than one page encompassing the chart, page numbers start at page number one at the top left page of the chart. Pages are counted from left to right starting at the top row of pages to the bottom row of pages.
Changing Print Margins
The ‘Document’ item in the File menu may be chosen to alter the margins of the printed page. By default the margins are set to the maximum printable area on the printed sheet. When the page set up is altered the margins are again reset to the maximum printable area on the printed sheet.
4.8 Chart Style Macros
Starting with version 2.1 Genealogy Pro supports Chart Style Macros. A Chart Style Macro is a function which records stylistic information about a chart. When the Macro is run the stylistic information is transferred to the current chart window. Macros greatly simplify the task of setting stylistic information for a large number of charts. When you wish to create a large number of charts with similar styles simply create one chart with the style, save the Macro, then apply the macro to all further charts you create.
Chart Style Macros save the following:
° Text Font, Size, Face, Colour for all fields
° Field visibility for all fields
° Chart colour
° Chart Line thickness and colour
° Width of fields
° Style of the chart name legend
° Order of fields
° Visibility of fields
The styles are saved only when the styles are the default styles for the chart. Styles will not be saved, for example, if the style has only been applied to one two people within the chart. To set the default styles, choose the 'Default Field Style' menu item in the 'Views' menu, or click the mouse in the 'Make Default' button when changing styles for individual people (see chapter 5, 'Fields', for detailed information).
Saving a Chart Style Macro
To save a chart style Macro:
Open the chart (or create a chart) you wish to base the Macro upon. Set the style of the chart (such as colours, font sizes, etc) to how you wish them to be displayed. Choose the 'Save Style Macro' menu item from the 'Utilities' menu. A dialog will ask for a macro name (see Fig 4.38).
Fig 4.38. When you choose the Save Style Macro this dialog will prompt for a Macro Name. Choose a name which is meaningful to the style which is being saved. This name will then be added to the 'Run Style' submenu (found in the 'Utilities' menu).
Running a Chart Style Macro
2. Open the a new chart (or create a new chart) for which you want to apply the macro to.
3. Choose the Macro from the 'Run Style Macro' sub-menu in the 'Utilities' menu.
6. Notes and Addresses
6.1 Notes
Genealogy Pro currently supports a simple form of note storage for individuals in the database. Notes are any textual information you wish to store about a person. This may be anecdotal evidence of information you have about the person, description of documentation you have about the person, or anything of interest which is not really suitable for a chart but useful information for storing.
You can store up to 32,000 characters of text for each individual in the database. To store notes or to view notes for a person
open a chart which has that person in the chart. Choose the 'Personal Notes ...' item in the 'Utilities menu (see Fig 6.1). The current notes for that person will appear in a new window title ''Notes for xxx' where 'xxx' is the name of the person (see Fig 6.2). You can change the notes by editing the text in a similar manner to a standard text editor. The style of the text may be changed by selected portion of the text and choosing the new style from the 'Font', 'Type Face', etc. menus in the 'Views' menu. When the window is closed the notes will be saved with the person in the database.
Text may be copied and pasted from the scrap. To copy the notes drag the mouse over the text you wish to copy and choose 'Copy' from the Edit menu. To paste text into the notes click the mouse where you wish to insert the text and choose 'Paste' from the edit menu.
When a GEDCOM file is import into Genealogy Pro format any text stored in a NOTE field will be converted into a Genealogy Pro note.
Fig 6.1 The 'Utilities' menu contains the 'Personal Notes' and the 'Mailing Addresses' menu items.
Fig 6.2. When the 'Person Notes' menu item is chosen and the name of Ralph Burrows is selected in the database window then the window 'Notes for Ralph Burrows' is created. Up to 32000 characters of notes may be stored with each person.
6.2 Addresses
Altering the Mailing Address for an Individual
Genealogy Pro allows the storage of a mailing address with each person in the database. This is useful, for example, when you have family gatherings and wish to invite all to the gathering. The mailing address is similar in feature to the Place field (see chapter 5, 'Fields'). To set and alter the mailing address choose the 'Mailing Address' menu item in the 'Utilities' menu (see Fig 6.1).
Saving Mailing Addresses
Mailing Addresses cannot be printed in Genealogy Pro version 2.1. However, probably more useful is the ability to save mailing labels in tab delimited text which can be read by any word processing or database application. Specialised software to format the mailing labels for printing may thus be used. The format of the saved text is as follows:
Name of Person
Property Name (if exists)
Street no. and name
Town
City
Country
To save mailing labels as tab delimited text choose the Save Mailing Labels As Text' item which is found in the 'Save' submenu under the 'File' menu (see Fig 6.3). A dialog will them prompt you for a name of the file for which to save the mailing labels.
To import records into Claris Works(TM), for example, create a new database document in Claris Works, create 6 text fields entitled 'Name', 'Property', 'Street', 'Town', 'State', and 'Country'. Choose the 'Insert' menu item in the File menu of Claris Works(TM).
7. Files
Charts and database are stored in one file.
7.1 Saving a new file
When you launch the application Genealogy Pro will prompt you for the name of a new file. You cannot create charts or add people to a database if a new file is not created.
Changes to the databas are automatically saved to open document file at regular intervals. These intervals include when the particulars of an individual such as birth dates, etc. are altered.
Changes are not made to charts until the user chooses to save the chart (see section 6.3).
7.2 Saving charts
Charts are saved as part of the document when
a. A window containing a chart is closed and you choose to save changes to the chart
b. The ‘Save Chart’ command is chosen from the File menu.
d. The ‘Save Chart as ...’ command is chosen from the file menu. A dialog is presented which asks for the name of the new chart. The old chart is not deleted from the chart list.
Closing a chart window
When a chart window is closed by clicking the mouse in the ‘close box’ at the top left corner of the window, or by choosing ‘Close’ from the file menu, the following dialog will appear (see Fig 7.1).
If the mouse is clicked inside the cancel button the chart will not be saved and will not be closed. The window will remain open. If the ‘Don't Save’ button is clicked, the window will be closed and saved . If the chart is deleted, the people in the chart are not deleted from the current database The chart is simply deleted from the list of charts (see chapter 3).
If the ‘ok’ button is clicked, the chart will be closed and saved. The chart may be opened in future through the ‘Charts’ submenu in the ‘Chart’ menu.
if the 'Save Open' check box is checked when you close the chart then the chart will be automatically opened in a window the next time you open this file.
note: If the option key is pressed when you click the mouse in the close box of the window then all charts are closed with automatic saving. The dialog depicted in Fig 6.1 will be bypassed.
Saving Charts as PICT Files
The ‘Save Chart as’ item in the File menu is a submenu which has a ‘Save as Pict ...’ option as the first item. A dialog will appear asking for the name of the PICT file to save the chart as. The chart will then be saved in PICT format, which may then be opened using standard Macintosh graphics software such as MacDraw. All chart types may be saved as PICT files except circular charts which have been drawn using QuickDraw GX.
If the chart spans more than one page a dialog will appear which will ask whether you wish to save all pages or only a range of pages from the chart. Saving only one page at a time is useful for importing charts into page layout software. Save each page as a PICT file then use the Import PICT facilities of the page layout program to place the charts into your document.
7.4 Reading and Writing GEDCOM Files
Gedcom Compatibility
Genealogy Pro can read and write data in the GEDCOM (Genealogical Data Communication) format. GEDCOM is a standard devised by the Church of Jesus Christ of Latter Day Saints and many genealogy software programs for both IBM and Macintosh platforms support this format. The GEDCOM 5.3 draft standard is the GEDCOM format currently supported by Genealogy Pro.
To read in a GEDCOM file choose ‘IMPORT GEDCOM’ from the ‘File’ menu. You will be prompted to choose a file which contains the GEDCOM fromatted information. After this you will be prompted for a name of the file to store the converted file into. Genealogy pro will make two passes through the GEDCOM file - once to read individual records and once to read family records. Where there is only one parent in a family record genealogy pro will create another parent called ‘unknown spouse’.
Note: The converted file is saved simultaneously while reading the GEDCOM formatted file. When the GEDCOM records have been read and the converted information saved the individuals and families are then removed from memory. This means, unlike Genealogy Pro version 1, that large GEDCOM files may be converted to Genealogy Pro format without using extra memory. Genealogy Pro can currently read GEDCOM files with at least 5000 individuals (and can probably read a lot more).
To write data to GEDCOM format, choose the ‘EXPORT GEDCOM’ item in the ‘File’ menu. A dialog box will prompt for information for the GEDCOM header such as (your) submitter’s name and telephone number.
