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By Janis Parkison Rodriguez The Arlington RUG, June 13, 2015.

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Presentation on theme: "By Janis Parkison Rodriguez The Arlington RUG, June 13, 2015."— Presentation transcript:

1 By Janis Parkison Rodriguez The Arlington RUG, June 13, 2015

2 Many options buried in preferences are available via Right-clicking The menus are context-sensitive so they vary considerably Almost all right click menus allow the access to the following to make quick changes to TMG: Accents – turn accents on/off quickly Preferences – one click and you can change Show Tabs – no need to waste space 13 June 2014 Janis P Rodriguez 2

3 Toolbars Details Window Family & Tree Views Person View Children & Siblings Windows Flags Window Associates Window 13 June 2014 Janis P Rodriguez 3

4 Right-click on any open toolbar Menu opens Open or close the other standard toolbars Change the button size Access Custom Toolbar using the “Custom” entry. HINT: Once you are used to a new Custom Toolbar, change to small buttons for a smaller toolbar Unchanged in TMG v9 13 June 2014 Janis P Rodriguez 4

5 Same two menus available Click open space & six options are available Switch easily from between Views Eliminates need for Tabs - freeing screen real estate Keyboard shortcuts faster 13 June 2014 Janis P Rodriguez 5

6 Right-click directly on a person Seventh option available Change the Focus to this person 13 June 2014 Janis P Rodriguez 6

7 Both the Name Box (top left) or the Other Info box on the top right 13 June 2014 Janis P Rodriguez 7

8 Right-click in Name Box More extensive menu opens Same seven Tag options Add any tag Add tag of same type Edit that tag Delete that tag Add that person to Focus Group 13 June 2014 Janis P Rodriguez 8

9 6 standard options to change views six options, plus Customize ‘Other Info Box’ Where you can reorder and turn off data displayed in Other Info Box 13 June 2014 Janis P Rodriguez 9 Right-click in Other Info Box to the Right of the Name box

10 13 June 2014 Janis P Rodriguez 10

11 Show children Chronologically by birth date in the details screen Show Item Tips on Person View If on, when cursor is over tag more info shows, without adding more rows or opening the tag Can see Other Principal, full place, full memo Display more rows per tag (up to 99) 13 June 2014 Janis P Rodriguez 11

12 Show children Chronologically by birth date in the details screen Show Item Tips on Person View If on, when cursor is over tag more info shows, without adding more rows or opening the tag Can see Other Principal, full place, full memo 13 June 2014 Janis P Rodriguez 12

13 Show columns Quickly add a column when needed Just as quickly remove for an uncluttered layout 13 June 2014 Janis P Rodriguez 13

14 13 June 2014 Janis P Rodriguez 14

15 Use Tag Label Colors More rows and Less rows Without going to Preferences: Turn on/off Auto Relationship Tag Also shows who tag is set to Change focus of Auto Relationship Tag using Set Relationship Focus to this person CAUTION: not as easy to change it back 13 June 2014 Janis P Rodriguez 15

16 Show Columns easily add or delete columns of data 13 June 2014 Janis P Rodriguez 16

17 Four Options to Filter the Tags displayed Select a filter and the title of first column changes from Type to Filtered 13 June 2014 Janis P Rodriguez 17

18 All the usual, plus Show Item Tips! See the spouses names without having to open up that child/sibs person view! 13 June 2014 Janis P Rodriguez 18

19 Add names to Focus Group All in PE All selected names Show item tips or Multiline text Manage data sets Opens Dataset Manager 13 June 2014 Janis P Rodriguez 19

20 Use Focus Group Option to Send ones line to a cousin. Easily select one person in the PE Select descendant’s Expand pluses for each descendant Use Shift left- click to Select Export this Focus Group to a new Project using List of People report Send this line to a cousin. 13 June 2014 Janis P Rodriguez 20

21 Right-clicking crucial to access display options for Associates window Several options not available on Tag box Choose which Associates to display Display only other principals, witnesses, or both Varies based on whether the focus person is Principal on the event 13 June 2014 Janis P Rodriguez 21

22 Two options added in TMG v8 (or v9) Use tag label colors – distinguish at a glance (v9) Use name selected in tag – Shows Name variations (v8) 13 June 2014 Janis P Rodriguez 22

23 Displays Name, Date, Tag Name, and Role of person who shares an event with person in Person Window REGULAR DISPLAY 13 June 2014 Janis P Rodriguez 23

24 If there are many shared events, the list can be overwhelming. Sorts can be used to focus your analysis You can sort based on: Date, Tag type Default, on prior page Whole name Surname, Given Name Top image ID # bottom image 13 June 2014 Janis P Rodriguez 24

25 Still too many to properly analyze? Use Filters to narrow the focus of the Associates window to show less shared events 13 June 2014 Janis P Rodriguez 25

26 A very different Display Option - UNIQUE PEOPLE ONLY Displays Name and number of events shared with person in Person Window (date & tag columns n/a) Easily switch between displays with right-click 13 June 2014 Janis P Rodriguez 26

27 Hopelessly filtered? Want to get back to the default settings? Unclick each of the elections made on right click menu or … Use the Reset / Clear Settings option on the Right-click Menu 13 June 2014 Janis P Rodriguez 27

28 Edit a Flag Open the flag to change value (in lieu of double-click) Customize Flags opens the Flag Manager No Right-Click Options available on Focus Group or Image Windows 13 June 2014 Janis P Rodriguez 28

29 Tag Entry Windows Many different right-click options based on location of cursor Data Entry for Lists Most options available in the Tag Entry Window are also available in Master Tag Type List Some options available for other Master Lists 13 June 2014Janis P Rodriguez 29

30 Right click outside any data entry box Center can be used to try and move overlapping windows out of the way. Close can be used to close the window without making any changes. Helpful if screen is frozen or boxes are off the screen 13 June 2014 Janis P Rodriguez 30

31 Date Fields Place Fields Memo Field Sentence Structures Citation Window 13 June 2014 Janis P Rodriguez 31

32 13 June 2014 Janis P Rodriguez 32 Right click inside Date field 6 options Active choices depend If text selected the Cut and Copy are available If you have copied text, Paste options are available Unformatted text GREAT way to paste without formatting Select All added since TMG v6 Spell checker is available too (odd for Date field)

33 Same 6 selections PLUS Temporarily enable labels Quickly allows you to change a place label CAUTION – changes place style Better to use Place style button rather than create a new one Janis P Rodriguez 33 13 June 2014

34 The usual 6 entries Options in 2 nd group affect the text in the memo field Selections from menu insert codes without having to remember then TMG v9 pop-outs show codes that are used to create the selected option SAME OPTIONS ARE AVAILABLE FROM WITHIN THE SENTENCE BOX, THE WITNESS MEMO AND ITS SENTENCE BOXES Janis P Rodriguez 34 13 June 2014

35 Selecting a Font Option applies the fonts chosen in the Report Options for a report Janis P Rodriguez 35 13 June 2014

36 If text is selected Format options become available Select an option and text is formatted Point size requires a number Janis P Rodriguez 36 13 June 2014

37 “New” option with TMG v8 (or v9) Choose Select and Select Color window opens Change Text & Background color Janis P Rodriguez 37 13 June 2014

38 Remember, when in the Memo field, typing return or tab on the keyboard does not produce that result when the contents of the memo are output to a Report Use right-click to insert these essential codes Janis P Rodriguez 38 13 June 2014 NOTE: Text needs to be selected for the Indent and Center codes - both require a start and stop code

39 Codes are there even if you cannot see them 4 th Section on Right-click menu Show formatting codes & Apply formatting codes These selections switch back and forth Show formatting codes displays hidden formatting codes Apply formatting codes shows what the text will look like with formatting applied Selecting Show no codes opens a popup window which shows what the memo text looks like with most codes hidden Center and Indent codes still displayed Does not apply formatting Sentence Variables still displayed Janis P Rodriguez 39 13 June 2014

40 3 rd section of Right-Click menu Note “New” Subject Variable only available in TMG v9 Janis P Rodriguez 40 13 June 2014

41 Right-click is context sensitive and it will display whatever roles are available for that Tag Here, all the roles on my Birth tag are available with just a click! Janis P Rodriguez 41 13 June 2014

42 Janis P Rodriguez 42 Right-click on a citation in the Tag Entry window and 4 options are available Easy way to exclude a citation or edit without double- clicking on citation

43 13 June 2014 Janis P Rodriguez 43 Open or Add a citation A pop-up window opens Right-click in the Citation Detail box or the Citation Memo box and Format, font, text color and other codes are available

44 Open Master Tag Type List Right-click over the list of Tag Types Old options to affect row height & access Preferences “New” options Use colors (TMG v9) Easy way to deactivate tag Janis P Rodriguez 44 13 June 2014 All Memo options available sentence blocks for Roles tab when editing a Tag Type globally

45 Right-click over the list of Tag Types Only the option to affect row height and access Preferences Janis P Rodriguez 45 13 June 2014

46 When editing a style, use right-click to add new labels Janis P Rodriguez 46 13 June 2014

47 Right-click in the open space and the options for adding an exhibit appear As usual, additional options are available when an arrow is present Janis P Rodriguez 47 13 June 2014

48 Right-click on an exhibit and other options appear Janis P Rodriguez 48 13 June 2014

49 Chose View/Edit or double click on an existing image and the Right-click menu has options to manipulate the image Click on properties and the usual editing options and available in those text boxes Janis P Rodriguez 49 13 June 2014

50 Right-click in the list of tasks to change which tasks are listed Options displayed are those available in the drop-down menus at the bottom right of the Research Log Janis P Rodriguez 50 13 June 2014

51 FOCUS Click in the 1 st section to FOCUS on certain types of tasks to show on the list SORT Click in the 2 nd section to choose how to sort the tasks One in the Task, basic formatting options are available Janis P Rodriguez 51 13 June 2014

52 In the text boxes, the usual 6 editing options are available With the cursor in the Comment box, the basic formatting options are available also available Janis P Rodriguez 52 13 June 2014 Once in the Research Task, two right click menus are available

53 Jan Rodriguez VicePresident@rootsusers.org 13 June 2014 53 Janis P Rodriguez

54 13 June 2014 54 Janis P Rodriguez


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