TMG Very Basics Some Important Concepts Starting a New Project Demonstration

The Master Genealogist 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.Select... –Restore... Restores a project from a backup into a folder of your choice.Restore... –Import... Imports data from another program into a project.Import... –New Creates a new empty project and allows you to import your own data.New –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: –TMG windows (layout) –Reports –Charts –Exports

Help! Menu bar: Help –Help, Help Contents –Tips and Hints –FAQ –A Guided Tour of The Master Genealogist Very Windows style - tabs –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 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!

TMG Layout Project Explorer Details Windows Flags Window Image window Siblings Window Children Window Associates 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. If you do not know the ID Number, you can search using the Picklist or the Project Explorer.PicklistProject 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 e.g. –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: –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) 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 in a field inserts most recently used value for that field F2 is the Unique Values key –Pressing from many data entry fields will produce a listing of all previous entries in that field. –Highlight any item on the list and press or double-click on the item to insert all elements of that entry into the appropriate field(s).

Frequently Asked Questions web site Additional Resources web site

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 Date Principal 2 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!