The Arlington RUG June 13 2015 RightClicking Your Way Through The Master Genealogist Many options buried in preferences are available via Rightclicking The menus are contextsensitive so they vary considerably ID: 240166
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ByJanis Parkison RodriguezThe Arlington RUG, June 13, 2015
Right-Clicking
Your Way Through
The Master GenealogistSlide2
Many options buried in preferences are available via Right-clickingThe 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 quicklyPreferences – one click and you can changeShow Tabs – no need to waste space
Right-Clicking in TMG
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ToolbarsDetails Window Family & Tree ViewsPerson View Children & Siblings Windows
Flags Window
Associates WindowPART ONERight-Clicking in Layout Windows13 June 2014
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Toolbars
Right-click on any open toolbar
Menu opens Open or close the other standard toolbarsChange 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
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Family and Tree Views - Details Window
Same two menus available
Click open space & six options are available Switch easily from between ViewsEliminates need for Tabs - freeing screen real estate
Keyboard shortcuts faster
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Family and Tree ViewsDetails Window
Right-click directly on a person
Seventh option availableChange the Focus to this person
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PERSON VIEW Details Window
Both the Name Box (top left) or the Other Info box on the top right
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DETAILS WINDOWPERSON VIEW– NAME BOX
Right-click in Name Box
More extensive menu opensSame sevenTag options
Add any tag
Add tag of same type
Edit that tag
Delete that tag
Add that person to Focus Group
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DETAILS - OTHER INFO
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 Box13 June 2014Janis P Rodriguez
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Right-click in Other Info Box to the Right of the Name boxSlide10
TMG v7DETAILS WINDOWPERSON VIEW
TAG BOX
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TAG BOX - More “Show” Options
Show children
Chronologically by birth date in the details screenShow Item Tips on Person ViewIf on, when cursor is over tag more info shows, without adding more rows or opening the tagCan see Other Principal, full place, full memoDisplay more rows per tag (up to 99)
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TAG BOX - More “Show” Options
Show children
Chronologically by birth date in the details screenShow Item Tips on Person ViewIf on, when cursor is over tag more info shows, without adding more rows or opening the tagCan see Other Principal, full place, full memo
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TAG BOX - More “Show” Options
Show columns
Quickly add a column when needed Just as quickly remove for an uncluttered layout13 June 2014Janis P Rodriguez
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TMG v9DETAILS WINDOWPERSON VIEW
TAG BOX
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PERSON VIEW - TAG BOXMore “Show” Options – TMG v8 & v9
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 usingSet Relationship Focus to this person
CAUTION: not as easy to change it back
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PERSON VIEW - TAG BOXMore “Show” Options – by TMG v9
Show Columns
easily add or delete columns of data
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PERSON VIEW - TAG BOXFilter Options
Four Options to Filter the Tags displayed
Select a filter and the title of first column changes from Type to Filtered
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Children and Siblings WindowsAll the usual, plus
Show Item Tips!
See the spouses names without having to open up that child/sibs person view!
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Project Explorer Window
Add names to Focus Group
All in PEAll selected namesShow item tips or Multiline textManage data setsOpens Dataset Manager
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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 descendantUse Shift left-click to Select Export this Focus Group to a new Project using List of People report
Send this line to a cousin.
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Associates WindowRight-clicking crucial to access display options for
Associates
windowSeveral options not available on Tag boxChoose which Associates to displayDisplay only other principals, witnesses, or both
Varies
based on whether the focus person is Principal on the event
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Associates Window – > TMG v8
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)
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Associates WindowChoose what information to display
Displays Name, Date, Tag
Name, and Role of person who shares an event with person in Person Window
REGULAR DISPLAY
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Sorting Associates WindowIf 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 pageWhole nameSurname, Given NameTop imageID # bottom image
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Filtering Associates WindowStill
too
many to properly analyze? Use Filters to narrow the focus of the Associates window to show less shared events
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Associates Window
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
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Associates WindowsHopelessly filtered?
Want to get back to the default settings?
Unclick each of the elections made on right click menuor …
Use the Reset / Clear Settings option on the Right-click Menu
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Flags WindowsEdit a FlagOpen 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
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Tag Entry WindowsMany different right-click options based on location of cursorData Entry for ListsMost options available in the Tag Entry Window are also available in Master Tag Type List
Some options available for other Master
ListsPART TWOMore Right-Click Menus13 June 2014
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Tag Entry WindowRight click outside any data entry boxCenter 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 screen13 June 2014
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Date FieldsPlace FieldsMemo FieldSentence StructuresCitation Window
Tag Entry Window
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Tag Entry – DATE Field13 June 2014Janis P Rodriguez
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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
(o
dd
for Date field)Slide33
Tag Entry – PLACE FieldsSame 6 selections PLUSTemporarily enable labelsQuickly allows you to change a place labelCAUTION – changes place styleBetter to use Place style button rather than create a new one
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Tag Entry – MEMO fieldThe usual 6 entriesOptions in 2nd group affect the text in the memo fieldSelections 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
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MEMO field – FONT OPTIONSSelecting a Font Option applies the fonts chosen in the Report Options for a report
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If text is selected Format options become availableSelect an option and text is formattedPoint size requires a numberJanis P Rodriguez
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MEMO field - FORMAT OPTIONSSlide37
“New” option with TMG v8 (or v9)Choose Select and Select Color window opensChange Text & Background color
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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 ReportUse right-click to insert these essential codesJanis P Rodriguez
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13 June 2014MEMO field – MORE CODES
NOTE: Text needs to be selected for the Indent and Center codes - both require a start and stop codeSlide39
MEMO field – Reveal/Hide CodesCodes are there even if you cannot see them4th
Section on Right-click menu
Show formatting codes & Apply formatting codesThese selections switch back and forthShow formatting codes displays hidden formatting codes
Apply formatting codes shows what the text will look like with formatting appliedSelecting 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 formattingSentence Variables still displayed
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3rd section of Right-Click menuNote “New” Subject Variable only available in TMG v9Janis P Rodriguez
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13 June 2014MEMO field -SENTENCE VARIABLESSlide41
Right-click is context sensitive and it will display whatever roles are available for that TagHere, all the roles on my Birth tag are available with just a click!Janis P Rodriguez
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13 June 2014SENTENCE VARIABLES - ROLESSlide42
Tag Entry – CITATIONS13 June 2014Janis P Rodriguez
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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 citationSlide43
Tag Entry – CITATION Window13 June 2014Janis P Rodriguez
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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 availableSlide44
Tag Type ListOpen Master Tag Type ListRight-click over the list of Tag TypesOld options to affect row height & access Preferences“New” options
Use colors (TMG v9)
Easy way to deactivate tagJanis P Rodriguez 4413 June 2014
All Memo options available sentence blocks for Roles tab when editing a Tag Type globallySlide45
Master Source Type ListRight-click over the list of Tag TypesOnly the option to affect row height and access Preferences
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Master Style ListWhen editing a style, use right-click to add new labelsJanis P Rodriguez
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Right-click in the open space and the options for adding an exhibit appearAs usual, additional options are available when an arrow is presentJanis P Rodriguez
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13 June 2014Exhibit LogSlide48
Right-click on an exhibit and other options appearJanis P Rodriguez 48
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Exhibit LogSlide49
Chose View/Edit or double click on an existing image and the Right-click menu has options to manipulate the imageClick on properties and the usual editing options and available in those text boxesJanis P Rodriguez
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13 June 2014Exhibit LogSlide50
Right-click in the list of tasks to change which tasks are listedOptions displayed are those available in the drop-down menus at the bottom right of the Research Log Janis P Rodriguez
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13 June 2014Research LogSlide51
FOCUSClick in the 1st section to FOCUS on certain types of tasks to show on the listSORTClick in the 2nd section to choose how to sort the tasks
One in the Task, basic formatting options are available
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Research LogSlide52
In the text boxes, the usual 6 editing options are availableWith the cursor in the Comment box, the basic formatting options are available also available
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5213 June 2014Research Task
Once in the Research Task, two right click menus are availableSlide53
Jan RodriguezVicePresident@rootsusers.orgPlease send me an email about any Right-click options I missed
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Questions?13 June 201454
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