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╔══════════════════════════════════════════════════╗
║ ║
║ ║
║ P E D I G R E E P U R S U I T ║
║ ║
║ ║
║ Reference Manual ║
║ ║
╟──────────────────────────────────────────────────╢
║ ║
║ Copyright (C) 1989, 1990, 1991, 1992, 1993 ║
║ ║
║ by Wesley A. Landen ║
║ WL Futures Associates ║
║ 613 Calle del Cerrito ║
║ San Clemente CA 92672 ║
╚══════════════════════════════════════════════════╝
Table of Contents
1 INTRODUCTION
1.1 PROGRAM DESCRIPTION . . . . . . . . . . . . . . . . . . 1-1
1.2 Using This Manual . . . . . . . . . . . . . . . . . . . 1-1
1.3 Computer Requirements . . . . . . . . . . . . . . . . . 1-2
1.4 Compatibility with Other Programs . . . . . . . . . . . 1-2
1.5 On-Line Help . . . . . . . . . . . . . . . . . . . . . . 1-2
1.6 "Don't Worry About Doing Something Wrong" . . . . . . . 1-3
1.7 Use of Directories on your Hard Disk . . . . . . . . . 1-3
1.8 Making Back-up Copies of Your Data Disks . . . . . . . . 1-4
1.9 Taking Care of Your Diskettes . . . . . . . . . . . . . 1-5
1.10 Maximum Number of Entries . . . . . . . . . . . . . . . 1-5
2. INSTALLATION
2.1 Copying Master Disks . . . . . . . . . . . . . . . . . . 2-1
2.2 Installing Pedigree Pursuit on your disk . . . . . . . . 2-1
3 GETTING STARTED
3.1 Starting PED . . . . . . . . . . . . . . . . . . . . . . 3-1
3.2 The Logo Screens . . . . . . . . . . . . . . . . . . . . 3-1
3.3 The Pedigree Pursuit Philosophy . . . . . . . . . . . . 3-1
3.4 System Installation Menu . . . . . . . . . . . . . . . . 3-2
3.5 Environment Definition & Choices . . . . . . . . . . . . 3-3
3.5.1 Color Selections . . . . . . . . . . . . . . . . . . . . 3-3
3.5.2 Print Surnames in Upper Case . . . . . . . . . . . . . . 3-3
3.5.3 Verifying Names . . . . . . . . . . . . . . . . . . . . 3-3
3.5.4 Record Identification Numbers . . . . . . . . . . . . . 3-4
3.5.5 Other Choices . . . . . . . . . . . . . . . . . . . . . 3-4
3.6 Printer Definition & Installation . . . . . . . . . . . 3-5
3.7 Starting Family Record Data Files . . . . . . . . . . . 3-6
3.8 Compiler's Name and Address . . . . . . . . . . . . . . 3-7
3.9 Title Line for Printed Reports . . . . . . . . . . . . . 3-7
4 FAMILY RECORD DATA ENTRY OPERATIONS
4.1 Adding To Your Family Records . . . . . . . . . . . . . 4-1
4.1.1 Adding an Unconnected Individual . . . . . . . . . . . . 4-1
4.1.2 Adding a Family Member . . . . . . . . . . . . . . . . . 4-1
4.1.3 Revising Individual Data . . . . . . . . . . . . . . . . 4-2
4.1.4 Entering Marriage Data . . . . . . . . . . . . . . . . . 4-3
4.1.5 Entering "Source Notes" . . . . . . . . . . . . . . . . 4-3
4.1.6 Data Entry and Editing . . . . . . . . . . . . . . . . . 4-5
4.1.7 Sex . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7
4.1.8 Dates, and/or Approximations . . . . . . . . . . . . . . 4-7
4.1.9 Date Consistency Checking . . . . . . . . . . . . . . . 4-8
4.1.10 Names of Persons . . . . . . . . . . . . . . . . . . . . 4-9
4.1.11 Names of Places . . . . . . . . . . . . . . . . . . . . 4-9
i
4.1.12 Surname, Place Name, and Ordinance Date Dittoing . . . . 4-10
4.1.13 Dittoing Source Notes . . . . . . . . . . . . . . . . . 4-10
4.1.14 Temple Codes . . . . . . . . . . . . . . . . . . . . . . 4-12
4.2 Deleting From Your Data . . . . . . . . . . . . . . . . 4-13
4.2.1 Deleting an Individual . . . . . . . . . . . . . . . . . 4-13
4.2.2 Unlinking a Family . . . . . . . . . . . . . . . . . . . 4-13
4.2.3 Unlinking a Spouse . . . . . . . . . . . . . . . . . . . 4-13
4.2.4 Unlinking a Child . . . . . . . . . . . . . . . . . . . 4-13
4.2.5 Developing Relationships . . . . . . . . . . . . . . . . 4-14
5 PRINTING
5.1 Pedigree Chart Printing . . . . . . . . . . . . . . . . 5-1
5.2 Family Group Sheet Printing . . . . . . . . . . . . . . 5-1
5.3 "Book Style" Family Record Printing . . . . . . . . . . 5-2
5.4 Descendant Charts . . . . . . . . . . . . . . . . . . . 5-2
5.5 Ahnentafel Charts . . . . . . . . . . . . . . . . . . . 5-3
5.6 End of Line List . . . . . . . . . . . . . . . . . . . . 5-3
5.7 Inquiry Letter . . . . . . . . . . . . . . . . . . . . . 5-3
5.8 Sorted Lists Printing . . . . . . . . . . . . . . . . . 5-3
5.9 Individual Summary . . . . . . . . . . . . . . . . . . . 5-4
6 OTHER SERVICES
6.1 Name Operations . . . . . . . . . . . . . . . . . . . . 6-1
6.2 Reordering of Children . . . . . . . . . . . . . . . . . 6-1
6.3 Reordering Marriages . . . . . . . . . . . . . . . . . . 6-2
6.4 Pedigree Transfer, GEDCOM, Ancestral File, Temple Ready 6-2
6.5 Match Merge . . . . . . . . . . . . . . . . . . . . . . 6-3
6.5.1 Matching Concepts . . . . . . . . . . . . . . . . . . . 6-3
6.5.2 Merging Concepts . . . . . . . . . . . . . . . . . . . . 6-3
6.5.3 Full Automatic Match Merge . . . . . . . . . . . . . . . 6-4
6.5.4 Merge Parents of Children . . . . . . . . . . . . . . . 6-5
6.5.5 Merge Spouses and Families . . . . . . . . . . . . . . . 6-5
6.5.6 Merge Children . . . . . . . . . . . . . . . . . . . . . 6-5
6.6 Data Integrity Verification . . . . . . . . . . . . . . 6-6
7 MISCELLANEOUS TOPICS
7.1 Multiple Genealogies . . . . . . . . . . . . . . . . . . 7-1
7.2 Squeezing Out Deleted Entry Space . . . . . . . . . . . 7-1
7.3 Research Data . . . . . . . . . . . . . . . . . . . . . 7-1
7.4 Performance: Computer Type and Disk Cache . . . . . . . 7-2
7.5 Performance: Using a RAM Disk . . . . . . . . . . . . . 7-2
7.6 Performance: Defragmenting Data . . . . . . . . . . . . 7-2
7.7 Tagging and Untagging Names . . . . . . . . . . . . . . 7-3
7.8 What to Record in Source Notes . . . . . . . . . . . . . 7-4
7.9 Abbreviations, "of" Places, etc . . . . . . . . . . . . 7-4
ii
7.10 Correcting a Parent's Sex . . . . . . . . . . . . . . . 7-5
7.11 A Disaster! The Power Failed . . . . . . . . . . . . . . 7-5
7.12 Printing - Later On . . . . . . . . . . . . . . . . . . 7-6
7.13 Printing While Doing Something Else . . . . . . . . . . 7-7
7.14 Printing in Color . . . . . . . . . . . . . . . . . . . 7-7
7.15 Using Shells Such As XTree . . . . . . . . . . . . . . . 7-8
7.16 Using Pedigree Pursuit with your Word Processor . . . . 7-8
7.17 Using PKZIP to Compress Inactive Data . . . . . . . . . 7-9
7.18 Using Your Mouse . . . . . . . . . . . . . . . . . . . 7-9
Appendix 1 - Quick Guide . . . . . . . . . . . . . . . . . . . . A-1
iii
1 INTRODUCTION
1.1 PROGRAM DESCRIPTION
PEDIGREE PURSUIT (PED) is a complete genealogical recording and printing
system. It allows you to organize your family records in a logical and
meaningful way. You can keep detailed records of names, births, deaths,
marriages, biographical data, and sources.
At your direction, PED links your family members into a complete family
tree structure. Once you have your data in the computer, you can print
Pedigree Charts, Family Group Sheets, Descendant Charts, and various
lists of names and families. You can even use PED to print a book for
part or all of your family records.
You may add source notes to the record of any individual. You may use
source notes for any pertinent information associated with the
individual, or with the individual's family. Your notes can include
historical information, research notes, and so on.
At your option PED will either include or exclude data fields which are
only of interest to LDS genealogists. If you are interested in this
information, you may choose to include it on your screens and printed
output.
The information you enter is called Family Record Data. PED stores this
information in files on either hard or floppy disks on your computer
system. With either hard or floppy disks you can arrange your family
records so that one large family unit is in one directory on your hard
disk or on one floppy disk, and another large family unit is in another
directory or on another floppy disk. You can easily change from one
directory to another whenever you desire. You can transfer any part of
the data in one directory to another directory.
1.2 Using This Manual
This manual is not intended to duplicate the material in the Help
Screens. Rather, it is designed to get you started and to point you in
the right direction. We have suggested techniques which we believe you
will find useful.
This manual refers to keys on your keyboard. We have used the notation
<Enter> to refer to the key which is labelled "Enter" (or "Return" on
some keyboards.) When we refer to the <shift>, <alt>, or <control> keys,
press these keys simultaneously with another key to perform the desired
action.
1-1
1.3 Computer Requirements
Pedigree Pursuit runs on an IBM compatible Personal Computer (PC).
Although it will run faster on a PC with an 80286 microprocessor (an
"AT"), and faster yet with an 80386 or 80486, it will run on the
original PC with an 8088 or 8086 microprocessor. You will need a hard
disk. A color monitor (preferably VGA or EGA) makes operation much more
pleasant, but a monochrome monitor will work. Your PC must have at
least 512 KB of internal memory, and 640 KB is preferred.
You must have a printer which will print in "compressed" mode. This mode
prints at 15 or more characters per inch, and is necessary for printing
Pedigree Charts and Family Group Sheets. You can select the printer you
are using while you are running (see section 3.6)
1.4 Compatibility with Other Programs
A standard means of conveying data between different genealogical
programs is via GEDCOM files. [GEDCOM stands for Genealogical Data
COMmunication.] Pedigree Pursuit will read GEDCOM files created by other
programs, and it will create such files for dissemination to those
programs. So you can easily transfer information back and forth between
programs. See Section 6.4 for a full discussion of "Pedigree Transfer."
PED maintains data file compatibility with the popular Personal
Ancestral File program (PAF versions 2.0 through 2.2) of the Church of
Jesus Christ of Latter-day Saints (LDS), with two exceptions. PED
allows you to include dates BC, which PAF does not recognize. If you
used separate word processor note files with PAF, they must be
transferred into PED via GEDCOM. With these exceptions, if you have
existing data prepared by PAF, you can immediately switch to using
Pedigree Pursuit. As long as you don't use dates BC, you can switch
back and forth, demonstrating to yourself that Pedigree Pursuit is much
easier to use and much more powerful!
1.5 On-Line Help
Pedigree Pursuit offers Help Screens for almost all operations. Help
Screens are called up via the <F3> key. The Help Screens are
"context-sensitive." That is, the Help Screen you obtain with the <F3>
key is determined by what you are currently doing.
Some Help Screens are 'multi-page' screens, and you can use the <PageUp>
and <PageDown> keys (which might be labelled 'PgUp' and 'PgDn') to move
between them. Some Help Screens have menus; press the number of the
topic of interest to you for the information you desire.
When you need directions to accomplish something, as for example in
finding how to print a Descendant Chart, press <F3> twice. This will get
1-2
you to our "Quick Guide" to program operations. The Quick Guide is
included in Appendix 1 to this manual.
If at any time you feel that you want a printed copy of the information
on any Help Screen, you may use the <Print Screen> key.
The Help Screens are in addition to whatever instructions are presented
as a normal part of using Pedigree Pursuit. Whenever we have felt that
you were likely to need help in understanding what an operation would
do, we have added comments on the screen.
1.6 "Don't Worry About Doing Something Wrong"
"What happens if I do something wrong?" Whenever possible, PED "trusts"
your commands. Pedigree Pursuit (1) will not bother you with a lot of
needless queries "Is this the right person?" or "Is this the right
family?", and (2) when you are about to do something potentially
dangerous to your data, you WILL be asked if you really want to do it.
To illustrate: if you start to Abort from the Individual Entry Screen
(i.e., you press the <Esc> key), you will be asked if you really intend
to abandon whatever information you have entered. The only way PED will
allow you to finish aborting from that screen is if you respond with the
letter Y (for Yes). This only happens if you had entered some
information; if you get to the Individual Entry Screen and then press
<Esc> without adding, changing or deleting anything, you will return to
wherever you were before going to the Individual Entry Screen. If you
attempt to delete an individual, or to unlink family members, you will
be asked to confirm your request (i.e., type Y) before it will be
honored.
With these exceptions, where an action could cause you to lose or
corrupt your family records, you can start to do something and easily
change your mind by pressing the <Esc> key. You can think of the <Esc>
key as backing away from whatever you were doing. Thus, if you keep
pressing <Esc>, you will back out of PED itself and return to DOS.
If, even with the request to confirm that you want to do something that
will lose information, you persist in your action and you decide later
that you were wrong, you will have to reenter the lost information. As a
practical matter, however, we have not found this to be a problem. The
only times that PED users have ever lost information was when they had a
hardware or system operational failure - a disk failed, or was
reformatted, destroying its contents - and they had not backed up their
records. If you follow our recommendation to regularly back up your
records (see below), this should not be a problem.
1.7 Use of Directories on your Hard Disk
You should become familiar with the use of directories. A hard disk is
1-3
very large in comparison to a floppy disk. Directories provide a means
for you to group your programs and data files on the hard disk into
units just as though you had them on separate disks. The first
directory you encounter on the hard disk is called the "root" directory.
Other directories are contained in the "root" directory, or in some
other directory. The system of directories can be thought of as
branching off from the "root," somewhat like the branches of a tree.
When you create each directory, you assign it a unique name of no more
than 8 characters.
A directory can be thought of much like a chapter in a book, where the
book is the hard disk or floppy disk. The directory - the chapter - has
a name made up of from 1 to 8 characters made of letters and digits. A
directory may be divided into subdirectories. Each subdirectory name is
separated from its "parent" by the backslash (\) character.
When you install PED, you should begin by creating a new directory
(which you might name PED, or whatever you like) to contain the program
files. Additional directories can be created for each of your
genealogies. The INSTALL procedure on the distribution floppy disk(s)
will transfer the program files to the disk and directory you are in
when you issue the INSTALL command. You can create data directories any
time you wish. See Section 2 for Installation Instructions, and sections
3.7 and 7.1 for creating and using data directories.
We strongly recommend that you keep your data on your hard disk,
organized into directories. Although you can keep data on a floppy disk,
working with it would be much slower. Use your floppy disks for backing
up your data.
Hard disks are designated as drives C, D, and so on. It is possible for
you to enter enough programs and data on your hard disk for it to become
full. When this happens you must make room by deleting some files
somewhere on the drive, by moving some files onto floppy disks, or by
keeping some of your data in compressed form (see section 7.17.)
If you have not already done so, we recommend that you include the
command "PROMPT $p$g" in your AUTOEXEC.BAT file. This instructs DOS to
identify the active directory when it is soliciting a command.
1.8 Making Back-up Copies of Your Data Disks
It is a good practice to make backup copies of your family record data
disks or data directories on a regular periodic basis. Your disk(s) are
subject to environmental factors which can cause them to malfunction.
For example, you could be operating your computer during a thunderstorm,
and a flash of lightning miles away might cause a surge of electricity
which could destroy the data on your hard or floppy disk.
All it takes is the loss of some of your valuable data to make you to
realize the value of a backup copy. It takes time to backup your data,
1-4
but a disk failure invalidates your work since your last backup. It is
up to you to balance the insurance cost against the risk. Our
recommended procedure is to back up your data whenever you have made
changes, and to alternate between floppy diskettes to hold the backup
data.
Pedigree Pursuit makes the backup procedure simple. At the end of each
session, you are asked if you want to back up your data from your active
directory. If you respond <Y> (for Yes), you are asked which drive is
to contain the backup files. For backup to another hard disk, you are
also asked for the directory. Then all your Pedigree Pursuit files on
the active directory are copied to the backup disk. If you want to
restore your data later on, the System Installation options allow you to
request this restoration.
You may respond <C> to compress your data, and then <Y> to write the
compressed data to your backup floppy diskette. See section 7.17 on
using compressed data.
When you request a backup over previous backup data, Pedigree Pursuit
will tell you which genealogy was on the diskette, and when it was
written. If you don't want to write over that data, you can abort the
backup. When you restore data, you will be told what the backup
diskette contains. You then decide if you want that backup data to
replace the contents of your active directory.
1.9 Taking Care of Your Diskettes
Here are a few pointers for handling and using your diskettes to help
prevent damage to the diskettes and subsequent loss of data.
- Do not fold, bend, or expose a diskette to any source of heat
including direct sunlight, heat lamps, or radiators. A bent or
warped diskette is not only unreadable on your computer, but it
may even cause damage to the read/write heads of the disk drive
in your computer.
- Do not expose your diskettes to any magnetic field such as is
generated by electronic equipment, stereo speakers, microwave
ovens, electric motors, etc. The data could be destroyed.
- Dust or moisture is very damaging to the surface of your
diskettes. Always keep your diskettes inside the protective
dust cover or sleeve when not in use. You should also store
your diskettes in a storage box in a cool, dry, dust-free place.
- Do not touch the exposed parts of a diskette with your fingers.
The natural body oils and chemicals of your skin, although
invisible to you, will adhere to the disk surface and eventually
corrode the surface.
1-5
1.10 Maximum Number of Entries
PED uses an integer value to save the record number of each entry.
Since a positive integer has a maximum value of 32767 in a PC, this is
the maximum number of individuals you are able to enter in one file. As
a very rough rule of thumb, it will take about 135,000 bytes of disk
space per 1000 individuals (more or less depending on the number of
families and the number of individual and place names). Therefore, if
you were to enter the maximum number of records, this amounts to a file
size of about 4.4 megabytes. That's 4.4 million characters - a
character being a letter of the alphabet, a digit, a space, or some
other typing symbol. Additional space is required for notes.
If you choose to keep your data on a 360 KB floppy, you are limited to
about 2600 individuals, or less if you have source notes, on each floppy
diskette. On a 1.2 MB floppy, your limit is about 8800 individuals, or
less if you have source notes.
The size of source notes can be as large as 450 lines (about 10 pages.)
If you choose to use a word processing program as the exclusive means of
entering source notes, then this limit does not apply.
On a hard disk, the limiting size for all your data is that of the
logical drive ("C", "D", etc). For management purposes, you can divide
your genealogy into different directories (see section 7.1.)
1-6
2. INSTALLATION
2.1 Copying Master Disks
Pedigree Pursuit comes on 360 KB (5 1/4 inch), 1.2 MB (5.25 inch), or
720 KB (3.5 inch) master floppy diskettes. The information is in
compressed format. The installation procedure will expand the files as
they are written to your hard disk.
You should make working copies of each master disk immediately. Then
store the master disks in a safe place. The instructions for installing
the working PED disks to your hard disk are given below.
The instructions are written as though you were going to run Pedigree
Pursuit from your C drive, from a directory called PED. If you want to
install Pedigree Pursuit on a different drive (D, E, etc), substitute
that drive letter for C in the instructions. If you want to use a
different directory, substitute your directory name for the name PED.
2.2 Installing Pedigree Pursuit on your disk
Go to the root directory in the C (or D or ...) drive (i.e., to the
"C:\>" prompt). Then:
1. Type in the following 2 lines:
MD PED <Enter>
CD PED <Enter>
2. Insert PED diskette #1 in drive A and type:
A:INSTALL <Enter>
or, if you are using floppy drive B, type:
B:INSTALL <Enter>
If you are installing from 360 KB 5.25 inch floppy
diskettes, you will be instructed when to change diskettes.
When the installation is completed, you are ready to run PED.
2-1
3 GETTING STARTED
After you have installed PED on your computer system, you will want to
start entering your family records. This section explains how to start
running PED for the first time.
3.1 Starting PED
1. After the C:> prompt type in the following:
CD \PED <Enter>
PED <Enter>
3.2 The Logo Screens
Immediately after starting PED for the first time, you will see our Logo
Screens. One of the Logo Screens shows the copyright notices associated
with ownership of Pedigree Pursuit. You are not at liberty to give away
copies of this program, nor sell it, nor place copies in places where
others are free to copy it such as on bulletin boards or in shared
libraries. This restriction does not apply to the Demonstration Version,
which you are free to share with others. If you provide a Demo copy to
another, please do so by copying the original diskette, which includes a
copy of this manual.
3.3 The Pedigree Pursuit Philosophy
Pedigree Pursuit is family oriented, with family lineages tied together
into pedigrees; thus the name of the program. Once you have at least one
family member in your family records, the normal process is to add
parents, spouse(s), and children for individuals already in your family.
Although PED uses a number of interrelated screens, we think of the Two
Generation Pedigree Screen as the focal point, or main screen. It is
from this screen that you add, delete, or modify your family structure.
Here you call for printed reports which relate to an individual, such as
his/her Pedigree Chart, Family Group Sheet, or Descendant Chart.
If you wish a broader view of the ancestry of an individual, you may
call for a Five Generation Pedigree Screen.
Within either the Two Generation or the Five Generation Pedigree
Screens, you can get an immediate display of all information in your
files about an individual; move the highlighting (with either the cursor
keys or the mouse) over the individual's name, then press <Enter> or the
left mouse button. You can call up information on marriages (press <M>)
and on children of those marriages (press <C>.)
3-1
Supporting the Pedigree Screens is the Name Search Screen. This screen
allows you to find any individual in your Family Records. From this
screen you may also add an individual to your data, though you would
have to work through the Two Generation Pedigree Screen to link that
individual into any family structure.
From the Two Generation Pedigree Screen, you may call up the Individual
Entry Screen, the Marriage Data Entry Screen, or the Source Note Entry
Screen, to add or modify information.
In addition to working with your Family Records, you may call for a
number of "services." These include printing reports which relate to the
entire set of data (e.g., sorted lists of all individuals, or of all
marriages), or printing forms such as a blank Family Group Sheet or
Pedigree Chart.
PED is completely menu driven. Our goal has been for the menus to allow
you to do what you want in the most "user friendly" fashion. If that
which you want to do is not shown on the current menu, one or two
keystrokes will take you to the menu you want. If you don't know where
to go, press <F3> twice to bring up the Quick Guide.
To support the single keystroke selection process, individuals are
identified on the pedigree screens by either a digit or a letter. Each
child is identified by a letter, as is each marriage when an individual
has more than one marriage; the limit of a maximum of 26 children in a
family or of 26 marriages is not believed to be unreasonable! The
mixture of numbers and letters on the Five Generation Screen allows you
to select from among 31 individuals on the screen, all by pressing a
single key.
Addition of a child, a parent, or a spouse may be done by selecting from
the Name Search Screen (when the person is already in your data) or by
entry of the name and data for a new individual. You may set the program
to go to either of these potential places for the added person. Then if
you want to use the alternate source, you simply press <F9>. Your
choice of the preferred source is made under Environment Definitions,
which you may change at any time.
3.4 System Installation
On your first time using PED, you will be taken directly to the
Environment Definition & Choices Screen. After this, you will be taken
to the Printer Definition & Installation Screen. Later on you can get
to either of these screens to change your setup; to do so, use the <Esc>
key to get to the Services Menu, select the System Installation Menu,
and then select Environment Definition & Choices or Printer Definition.
3-2
Environment Definition & Choices allows you to select various other
options for entering and displaying your data. Printer Definition is
necessary so that PED can properly print your Pedigree Charts, Family
Group Sheets, and other reports.
After making your environment and printer selections, you will have to
specify the disk drive and directory where your data will be recorded.
Later on you can add additional genealogies by getting to the Services
Menu and choosing Select Data Drive/Directory.
3.5 Environment Definition & Choices
3.5.1 Color Selections
If you have a color monitor and wish to change the colors on your
screen, press <Y>. The color selection screen lets you set up color
combinations which look good on your monitor. We like green for birth
data and red for death data. We have used blue for marriages and for
direct ancestral children on the Two Generation Pedigree Screen. Change
these if you wish.
3.5.2 Print Surnames in Upper Case
All names should be entered in lower case because a name can be used for
either a surname, a given name, or a place name. If you were to
capitalize a name when it occurred as a surname and that name were later
entered as a given name or a place name, it would remain in upper case
even though the later entry used lower case letters. When you enter all
surnames in normal upper and lower case, you can, with this environment
choice, direct that the name will be entirely in upper case whenever it
is printed as a surname. Thus you can print, for example, "John DAVIS",
"Davis JONES" and "Bountiful, Davis, Utah". (See also section 6.1, Name
Operations.)
3.5.3 Verifying Names
As you enter the name of a person or place, PED provides 2 ways for you
to verify if the name is entered correctly. The first is to verify the
name by retyping it. The second is to verify the name by sight.
If you have selected name verification on the Installation Menu, then
when you enter a name for the first time you will have to verify it by
typing it a second time. If the second spelling is the same as the
first, you may continue. If not, the second spelling is used as a first
spelling, and another verification retyping is requested.
For name verification, you need not retype the name if you feel that
looking at the name on the screen is sufficient to assure you that it is
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spelled correctly. This approach, called sight verification, is done by
simply typing a period <.> instead of retyping the name. PED will
accept the first typing and continue.
If you have specified no verification of names, PED will accept the name
as you have typed it. In this case PED expects you to type without
making any misteaks.
3.5.4 Record Identification Numbers
Each time a new individual name is entered into your family record data,
it is automatically assigned an "Individual Record Identification
Number" (IRIN or RIN). Whenever a marriage record is created from
existing individual names it is automatically assigned a "Marriage
Record Identification Number" (MRIN). These numbers are used internally
by PED - invisible to you - to keep track of individuals and marriages.
Other programs impose the burden on their users of working with these
numbers. We have designed Pedigree Pursuit so that you rarely or never
need to be aware of their existence. You can easily and quickly
identify individuals by name - simply select them in the Name Search
Screen. Finding a family is rapidly done by finding an individual in
the family.
You may have the Record Identification Numbers displayed on screen if
you desire. You may also select whether or not you want your printed
charts and forms to have the IRINs and MRINs printed with each name.
These selections are made in the Environment Choices. Thus, if you are
one of those who likes to work with these numbers, you have that option.
For the rest of us, these numbers may be relegated to the internal
workings of the program where they are of no concern to us. There are
occasions when it is useful to use these numbers; our preference is to
activate their display only for those limited instances, and then to
return to the normal mode where they are not displayed.
3.5.5 Other Choices
For further information on these and other choices, press <F3> to review
the on-line Help Screens.
After you have made all of your selections, press <F1> or <Esc> to
return to the Two Generation Pedigree Screen.
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3.6 Printer Definition & Installation
The particular printer you will be using must be identified to PED
before you print any forms. We have provided installation information on
many printers. If yours is not among these, you may add the name and
necessary control sequences for your printer. Since many dot matrix
printers have emulation support for the Epson FX printers, you may be
able to select this printer if yours is not listed.
If your printer supports the underlining feature, this can be used to
make the Pedigree Charts look a lot more attractive than by using
hyphens ("-"). This is controlled by means of your printer commands in
the Printer Installation Menu.
Type in the number of the printer you wish to install, then press <F1>
to install this printer in PED. If your printer is not in the list of
printers on the screen, or if you want to change its commands, choose an
entry and press <F2>. Then enter the name of your printer (or accept
the name already assigned.) You can then accept or modify any of the
codes and values associated with the printer, as described in your
printer manual.
┌────────────────────────────────────────────────────────────────────┐
│ │
│ Printer # 7 Printer name: Epson FX-80 │
│ │
│ Reset, fonts . . . . : 27 64 │
│ Compressed 17 cpi ON: 15 │
│ Compressed 17 cpi OFF: 18 │
│ Elite 12 cpi . . ON: 27 77 │
│ Elite 12 cpi . . OFF: 27 80 │
│ Underlining . . . ON: 27 45 1 │
│ Underlining . . . OFF: 27 45 0 │
│ Name color . . . . . : │
│ Birth/Chr color . . . : │
│ Death/bur color . . . : │
│ Marriage color . . . : │
│ Color off (black) . . : │
│ Left Margin : 10 │
│ Trailing Space UL : Y │
│ Vertical line code : 179 │
│ Horizontal line code : 196 │
│ Dbl Horizontal code : 205 │
│ Single sheet feed (YN): N │
│ │
│ │
└────────────────────────────────────────────────────────────────────┘
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PED uses compressed printing to print Pedigree Charts and Family Group
Sheets. Compressed printing is defined by different printers as 15, 16,
17, or more characters per inch (cpi); you must specify the cpi value
you are using. If your printer supports alternative compressed spacing,
we suggest that you try 17 cpi as an effective and attractive selection.
The actual printed line length is a maximum of 8 inches. At 15 cpi you
can print a maximum of 120 characters on a line. At 17 cpi you can
print up to 136 characters. When you specify indenting, in tenths of an
inch, this subtracts from the maximum number of characters which may be
printed on a line. A left margin greater than 1 gives you indenting,
allowing room for binding in a book or storing in a 3 ring binder.
The vertical and horizontal line codes 179, 196, and 205 will produce
superior printing. If your printer is not set for these graphics
characters, you will see lines of strange characters (as DDDDD or MMMMM
etc). Changing to the alternative line codes 124, 45, and 61 will clear
this up. However, changing your printer (dip switches or whatever method
it employs) to print graphics characters is the preferable solution.
Note that the above figure will be outlined with straight border lines
if you copy this manual to your printer and it is set to print the
graphic characters.
Other characters which depend on the setting of your printer are the
special characters such as those using the German umlaut, the Spanish
tilde, and the French accents. While you can enter these into names and
notes, they will only print correctly if your printer is set for them.
3.7 Starting Family Record Data Files
Before you enter any data into PED you must first specify where your
data is to be written. You may maintain several sets of family records -
perhaps one directory for you and one for your spouse - and select the
active directory from the Services Menu, Select Data Drive/Directory. We
have referred to each separate set of family records as a "genealogy"
(See section 7.1), and to a name for each genealogy (section 3.9.)
When you first specify a drive and directory for your family record
data, PED will create that directory for you if it does not already
exist and you approve its creation. Once the directory exists, PED will
automatically create the necessary files if they do not exist.
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3.8 Compiler's Name and Address
You should enter the full name and address of the person whom you
designate as the Compiler of your family records. For example, some
large families have incorporated into a Family Organization in order to
more efficiently control the information they gather. One person is
designated as the Compiler, others as Secretary, Treasurer, etc. The
name and address entered here will appear on all printed Family Group
Sheets and Pedigree Charts. You may enter your own name and address if
you wish.
3.9 Title Line for Printed Reports
The Family Group Sheets and Pedigree Charts as well as other special
lists you select for printing, have one line at the top of the page
reserved for you to enter a special title line. This line can be
changed at any time you choose. This title is displayed at the bottom of
several of the menu screens, along with the name of the active
directory. It is also displayed alongside the directory name in the list
of directories if you have multiple genealogies on your computer (see
Section 7.1) as the name of each genealogy. You might use "Smith
Genealogy" as the name of one, and "Pulaski Genealogy" for another.
3-7
4 FAMILY RECORD DATA ENTRY OPERATIONS
4.1 Adding To Your Family Records
You may add one individual at a time, either as an "unconnected
individual" or as a "member of a family." Although we expect that you
will almost always be adding family members, let's first consider adding
an unconnected individual.
4.1.1 Adding an Unconnected Individual
If you are starting with no one in your PED data, the first person you
enter will be (obviously) unconnected to any family in your files. When
you enter PED, you will see the Services Menu. (Later on, when you have
some people in your files, you will normally start with a Two Generation
Pedigree Screen.) To get started adding your first person, request menu
item
2 Add Individual
You will be informed that, for future additions, it is normally
preferable to append new individuals to your pedigree. Press any key to
get to the Individual Entry Screen, fill in the information about the
first person, and press <F1> to save this information.
Now that you have someone in your data, an unconnected individual may be
added either as you have just done or by first getting to one of the
Pedigree Screens (Two Generation or Five Generation), and then pressing
<F9> for Name Search.
The Name Search Screen will show the people you already have in your
data. To add a new, unconnected individual, select
F9 Individual Entry.
You can then fill in the information for the new individual, then press
<F1> to save the record, or <*> to save it and enter notes.
4.1.2 Adding a Family Member
The "normal" mode of building your Pedigree Pursuit data is to add
family members: parents, spouses, children.
The first thing to do is to get the proper starting point on the Two
Generation Pedigree Screen, with the Principal Individual (the one for
whom you want to add a relative) in the top left area of the screen. You
may select the Name Search Screen, find that individual, and press <F1>.
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The person you want to add is now added as member of the family of this
Principal Individual. The menu on the screen allows you to select:
2 Add Father
3 Add Mother
4 Add Spouse
5 Add Other Marriage
Z Add a Child
Not all of these may be offered. If the mother is already entered,
obviously you cannot add a mother. You cannot add another marriage
until the Principal Individual has a first marriage. After the first
marriage is present, you can select the spouse (menu item 4 will read
"Spouse" rather than "Add Spouse"), but adding a spouse can only be done
by adding another marriage, menu item 5, when one spouse is already
entered.
Once you have selected the addition of a family member, you can either
add a person who is already in your data or add a new individual. To add
someone already in your data, select that person on the Name Search
Screen and press <F1>. To add a new person, get to the Individual Entry
Screen, fill in the information, and press <F1> or <*>.
When you request adding a family member, PED will go to either the
Individual Entry Screen or to the Name Search Screen. If the screen
which appears is not the one you want, you can press <F9> to switch back
and forth between these screens at any time. The choice of which screen
is first shown for adding a family member is made in your Environment
Choices.
We recommend that for most situations you probably will want to have the
Individual Entry Screen brought up first. If you think the person you
want to add may already be in your data, press <F9> and check in the
Name Search Screen. If the person is not there, simply press <F9> to
get back to the Individual Entry Screen.
If there is a substantial likelihood of finding family members already
in your data, you may want to choose the Name Search Screen as the
preferred alternative. Again it is simply a matter of using <F9> to
switch back and forth at any time.
If you start to add a family member and then decide not to continue,
you may press <Esc> to abort the operation.
4.1.3 Revising Individual Data
When you add an individual, as described above, you will enter that
information in the Individual Entry Screen. If you later want to revise
that information, you may select the individual on your Two Generation
Pedigree Screen (select by moving the cursor up or down to highlight the
individual), and then press <1> to bring up the Individual Entry Screen.
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You may also get to the Individual Entry Screen from the Name Search
Screen to revise information. Or if you are in either the Two Generation
or the Five Generation Pedigree Screen, select an individual, and press
<Enter> to display full information about them, you may press <1> to
revise that information.
If the selected individual is a husband or wife in a family, you cannot
change the sex. Pedigree Pursuit requires that the sex correspond to the
marital relationship. Any other field may be changed.
4.1.4 Entering Marriage Data
A marriage record is automatically created when you add a parent or a
spouse. When first created, there is no information filled in. To add
the marriage date and place, an LDS sealing date, or an indication of
divorce, you must specifically call up this marriage record.
From the Two Generation Pedigree Screen you may select either the
Principal Individual, the spouse, or a parent of one of these. You will
see the plus character <+> on the menu. Press <+> to get to the
Marriage Entry Screen.
There is another way to add or change marriage data. When you are in
either the Two Generation or the Five Generation Pedigree Screen, select
an individual, and press <Enter> to display full information about them,
you may press <M> to display information about a marriage. If there is
more than one marriage, press <M> to move on to each successive
marriage. If you desire to revise information on a marriage you are
displaying, press <+>.
4.1.5 Entering "Source Notes"
A full screen word processor has been built into PED to handle the
biographical data and sources, which we call "source notes." You may
enter text into your notes as you would with writing your family history
using a word processor.
The source notes for an individual may contain three kinds of
paragraphs (i.e., kinds of "notes"), namely:
Tagged Notes: The first character of the paragraph must be the
exclamation point, as
!This is a note about John Smith.
If you are creating an Ancestral File submission,
only your tagged notes will be included.
Regular Notes: Any paragraph of text which you wish to enter.
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Secret Notes: A note beginning with the percent sign (%) will not
be printed, nor will it be written to a GEDCOM
file. Thus it can be seen only by you on your CRT.
You can specify, in your Environment Choices, that you want to print
either All notes (both Tagged and Regular), or only the Tagged notes.
A note (i.e., paragraph) can consist of as many lines as needed. A
blank line will start a new note. When the notes are printed on your
Family Group Sheets, they will be right justified to improve their
appearance. Lines will be filled up for printing unless the following
line is blank or begins with a blank, an exclamation mark, or a percent
sign. Each print line of a note is filled out until the right margin is
reached, whereupon the note flows on ("wraps") to the next line. If a
line within a note starts with a blank space or a tag, that line is not
wrapped with the preceding line. Instead it starts on a new line. In
this way notes can be formatted for printout. Blank lines between notes
are used to separate paragraphs when you print your notes.
The exclamation point can be used to direct PED to begin printing a note
on a new line. This can be effective in controlling the appearance of
your notes. For example, you might want to format your sources as
Sources: "The Moore Family History," by A. B. Jones;
"The Black Family Tree," by C. D. Black.
or
Sources:
!The Moore Family History," by Alfred Baker Jones, published
1923, Pittsburgh Univ. Press, pages 23-27;
!The Black Family Tree," by Charles Dickerson Black.
You can use any of three note options when you print your Family Group
Sheets:
(1) Print all source notes.
(2) Print the source notes for the husband and wife and for
children who are not parents of their own families.
This avoids repeating lengthy notes when an individual
is a parent on one sheet and a child on another.
(3) Print source notes for the husband, wife, and any
children who are not tagged for printing as parents.
This is the best choice when tagging to select the
Family Group Sheets to be printed.
(4) Don't print source notes.
You may print the source notes without printing a family group sheet. If
the individual on whom you have focused in the Two Generation Pedigree
Screen is a parent in a family, you can print the notes for the entire
family; otherwise you can print the notes for the one highlighted
individual.
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PED provides a variety of editing operations when you are entering
source notes. Athough all are shown on the Help Screen for entering
notes, two of these operations are worth specific comment. You may mark
a block of note lines, starting with the <F4> key and ending with the
<Enter> key, marking the block of lines to be moved, then move the
cursor to another line and press <Enter> to move the marked block of
lines.
You may also capture a block of lines for dittoing between individuals:
Start marking the block to be dittoed by pressing simultaneously the
<Control> and <F2> keys, then position on the last line to be dittoed
and press <Enter>. Then assign the note block a number. To insert the
block of lines saved for dittoing, position to the point where the ditto
lines are to be inserted, press <F2>, and select which note to ditto.
The first two lines of each block of notes saved for dittoing are shown
to help you choose which note to ditto. Any block of lines saved for
dittoing may even be dittoed into a pedigree in a different directory!
Our editor will serve most needs. It is not a full word processor. We
have provided a means for you to use your word processor to enter and
edit notes - and do such things as spell checking your notes. You may
enter and leave your word processor whenever you wish, using its
strengths and also enjoying our note dittoing ability. Or you may use
your word processor exclusively, which allows you to exceed the 450 text
line limit of our editor. Your word processor must be able to accept an
ASCII file as input, and save the file in ASCII when you exit. See the
Help Screens for System Installation, Environment Choices for setting up
to use your word processor, and the Help Screens for the note editor for
details on using it.
4.1.6 Data Entry and Editing
Data is entered into a field by typing the characters on the keyboard.
Correcting or editing data once it has been entered requires the use of
special keys. These are summarized in the table below.
Pedigree Pursuit allows you to enter characters from some foreign
languages, specifically those which are in the standard Personal
Computer character set. They can be entered into names of individuals,
place names, and notes.
To enter one of these characters (or to see which characters are
available), press <Alt-F3> while you are in a name field or in notes. A
list of the special characters (56 of them) will be shown. Enter the
number shown with the special character (for example, 37 for the Spanish
"n" with a tilde, or 2 for a "u" with an umlaut) and press <Enter>.
Although these non-English language characters are supported on most
printers, they may not be on yours. If you want to be sure that they are
supported prior to making extensive use of them, we suggest that you add
source notes to someone who does not already have any notes, incorporate
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several of the special characters into the notes, and then print the
notes. Then delete the test notes. Use the special characters if you can
print them. These special characters are supported in the GEDCOM
standard, so you can communicate them to another program which similarly
supports them.
┌───────────────┬───────────────────────────────────────────────────┐
│ Back Space │ Delete character to the left of the cursor. │
├───────────────┼───────────────────────────────────────────────────┤
│ Up Arrow │ Move cursor UP one field. │
├───────────────┼───────────────────────────────────────────────────┤
│ Down Arrow │ Move cursor DOWN one field. │
├───────────────┼───────────────────────────────────────────────────┤
│ Left Arrow │ Move cursor LEFT one character, or from the 1st│
│ │ character in a field, move left one field. │
├───────────────┼───────────────────────────────────────────────────┤
│ Right Arrow │ Move cursor RIGHT one character, or from the │
│ │ last character in a field, move right one field│
├───────────────┼───────────────────────────────────────────────────┤
│ Tab │ Move to the next subfield if the current field │
│ │ contains spaces between values, or move to the │
│ │ next field. │
├───────────────┼───────────────────────────────────────────────────┤
│ Shift-Tab │ Move to the previous field. │
├───────────────┼───────────────────────────────────────────────────┤
│ DEL │ Delete character under the cursor and move the │
│ │ remaining characters one space to the left. │
├───────────────┼───────────────────────────────────────────────────┤
│ CTRL-D │ Erase from cursor to end of field │
├───────────────┼───────────────────────────────────────────────────┤
│ INS │ "Insert mode" switch. Characters are either │
│ │ inserted under the cursor, moving the │
│ │ remaining characters to the right, or they │
│ │ are overlaid. │
├───────────────┼───────────────────────────────────────────────────┤
│ F1 - F10 │ These are used with different meanings │
│ │ depending on the active screen. They are │
│ │ defined on the bottom of each screen. │
├───────────────┼───────────────────────────────────────────────────┤
│ F1 │ F1 is generally used to save the current │
│ │ information such as individual data, │
│ │ marriage data, and notes. │
├───────────────┼───────────────────────────────────────────────────┤
│ F3 │ F3 will display on-line help. │
├───────────────┼───────────────────────────────────────────────────┤
│ ALT-F3 │ Enter a special character. Select from menu. │
├───────────────┼───────────────────────────────────────────────────┤
│ Esc │ Esc is generally used to exit from the current │
│ │ function without saving any changes ("Abort"). │
└───────────────┴───────────────────────────────────────────────────┘
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The <tab> key will move to the next subfield, if one exists, or to the
next field. If you are in a field which contains values separated by
spaces (e.g., "Los Angeles"), each word is a subfield; if you are
positioned before the space, the <tab> key will take you to the subfield
following the space (e.g., to the letter "A" of "Angeles").
To move backwards one field, use the <shift> key with the <tab> key.
When entering data, if a typing error is made, either use the
<backspace> key on the keyboard to backspace and delete as you go, and
then retype from where the error occurred, or use the <left arrow> key
to move to the incorrect character. The <delete> key may be used to
delete a single character at a time, while the combination of the
<control> key and the <D> key will delete from the cursor to the end of
the field.
4.1.7 Sex
The single character Sex field takes the values M or F, or space for a
child whose sex is unknown. Either M or F will automatically be set to
upper case.
When you enter a spouse, the sex will be automatically filled in, M for
a husband or F for a wife. If you are revising information for one who
is a husband or wife, the sex cannot be changed.
4.1.8 Dates, and/or Approximations
The day of the month and the year are always entered as numerals.
Leading zeros are ignored. Dual dates for years may also be entered
such as 1983/4 or 1983/84 or 1983/1984. Years BC may be entered
followed by the letters BC.
You may enter the month as a numeral, or spell it out in full, or
abbreviate to the first three characters of the month. You may enter
the month alphabetically in either upper or lower case letters.
If you use an alphabetic month, you need not enter a space before or
after the month.
If you are not sure about a date, or if it needs explaining, you can
precede the date with one of the following:
ABOUT or ABT means the exact date is not known
BEFORE or BEF means Before the date entered
AFTER or AFT means After the date entered
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Here are a number of examples of the way you could enter a date, and the
way Pedigree Pursuit will show the date after you finish entering it:
Your entry Pedigree Pursuit
5jan1943 5 Jan 1943
5 Jan 1943 5 Jan 1943
Jan5, 1943 5 Jan 1943
5 1 1943 5 Jan 1943
1/5/1943 5 Jan 1943
abt3sep1744/1745 ABT 3 Sep 1744/1745
after 1610 AFT 1610
1875BC 1875BC
1875 bc 1875BC
If none of these forms of entering the date is adequate, then enter the
date as:
SEENOTES or SEE
and give full information in the source notes.
You can enter any of the following in the specified date fields.
INFANT : Death date
STILLBORN : Death date
CHILD : Age under 8 years at death (LDS Baptism
and Endowment dates only)
SUBMITTED or SUB : \
CLEARED or CLE : All of these can be used in the month
UNCLEARED or UNC : field for any temple ordinance
COMPLETED or COM : including Baptism, Endowment, Sealing
CANCELLED or CAN : /
BIC : Born in Covenant (Sealing to parents only)
DNS/CAN or DNS : Do Not Seal (Sealing only)
4.1.9 Date Consistency Checking
When you attempt to add someone to a family, the dates involved are
checked for "reasonableness." If the combination of dates appears to be
unreasonable (for example, a child being added with a birth date earlier
than a parent's 15th year), you will be asked to confirm the entry.
Adding or changing information in a marriage similarly is checked. The
information may be valid even though unusual, or the family connection
may be valid even though the dates should be corrected; in these cases,
you would respond <Y> to accept your entry. If you feel that you have
erred, you may reject the change by responding <N>.
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4.1.10 Names of Persons
Data entry is made easier by the following rules. Any upper case
character you enter is left in upper case. The first character of all
words in a name or place field, is automatically set to upper case. You
do not need to use the upper case shift key to perform this task. This
should speed up your data entry. In the case where you want a name
prefix to begin with a lower case letter, such as "de la Guerre", use
the <alt> key together with the initial letter you want to be in lower
case. To illustrate:
While holding down the <Alt> key press the <d> key. Release the
<Alt> key and type <e>. You will see that "de" now appears
entirely in lower case. Do this again for "la", but not for
"Guerre". Thus as you type "<Alt>de <Alt>la Guerre" it will appear
on the screen as "de la Guerre".
Notice that there is an environment option allowing you to print all
surnames in upper case. All names should be entered in upper and lower
case because each name is entered only once in the name file and the
same name can be used for either a surname, a given name, and/or a place
name. If you want surnames to be printed in upper case, then you should
use the environment option to do this.
4.1.11 Names of Places
In many countries we identify place names by city, county, state, and
country. In other countries, and in times past, place names have
included village, township, province, parish, borough, magisterial
district, shire, and other identifications. In general, we identify a
place by the smallest unit (e.g., the city), followed by the next larger
unit, and so on. Pedigree Pursuit allocates up to 4 names to a place
identification, and refers to these by "level numbers" L1 through L4.
On Pedigree Charts there is a limited space available for printing the
place names. If there is insufficient space for all levels, the higher
numbered levels will be used. So as to avoid needlessly losing
significant information from the Pedigree Charts, where it is obvious
that the place name is "USA" or "Great Britain", you should omit the
country name. In this way the lower levels will be printed instead of
being sacrificed for lack of space. Your Family Group Sheets will not
be adversely affected, when all levels are printed.
If your place name has more than 4 levels, you may combine 2 levels in
one level space if there is sufficient room (e.g., St.Marys, London),
but this will work only if the total does not exceed 16 characters. If
you need more, you will need to elaborate in the source notes.
The same automatic capitalization function is used for place names as
for names of persons. See the description above.
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4.1.12 Surname, Place Name, and Ordinance Date Dittoing
Surname and place names can be dittoed, thus minimizing your typing as
you enter your family records.
After a surname has been entered, it is added to a list of the last five
surnames. Subsequent individual records may enter the same surname by
pressing the double quotation key (") or the single apostrophe key (')
as the first character in the field. If there is only one name shown in
the ditto window, it will immediately be entered in the new record. If
there are more names than one, enter the number of the name in the ditto
window to select it.
Dittoing of ordinance dates is similar to dittoing of surnames. You will
see that the most recently entered value (surname, ordinance date, or
place name) is first in the list, followed in order by the values
entered previously. Dittoing moves names to the top of the list; if you
select the 4th surname for its ditto value, that name will become the
1st name for future dittoing. Values beyond the 5 shown in the ditto
window are not retained for dittoing.
Place names have 4 levels. If you are in level 1 of a place name and
ditto to select a previous value, all 4 levels will be entered. If you
are in level 2, having already entered level 1, you can ditto to get
levels 2, 3, and 4. Thus it is easy, having entered "San Clemente,
Orange, California", to enter "Mission Viejo" and ditto for the county
and state.
4.1.13 Dittoing Source Notes
Dittoing source notes involves two operations. First the lines to be
made available for dittoing must be marked and saved. Then later on
those lines are dittoed. Save lines for dittoing by locating the cursor
on the first line to be dittoed and pressing <Ctrl F2> (the control key
and the F2 key pressed simultaneously.) Then move the cursor down to the
last line to be saved and press <Enter>. Since up to 8 blocks of lines
may be saved for dittoing, you must then select the number to be
assigned to these lines. When you want to enter the saved lines
somewhere else in source notes, use the note ditto key <F2> and select
the particular block of source note lines to be dittoed.
You may save source lines for dittoing while you are in one genealogy,
and later on ditto them into another genealogy.
Two particular uses for dittoing notes are of particular interest. One
is to include the same note lines (such as your sources, when they are
identical for a number of individuals) in the notes for multiple
individuals. The other is to include a template as a starting point for
filling in your notes.
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Even when there are small differences in the lines captured for dittoing
and what you want in another individual's notes, it may be much faster
to ditto the block and then change things such as page numbers in a
source reference. It may be of value that you may capture lines in one
of your genealogies (a separate data drive & directory), and then ditto
those lines into the notes for an individual in a different genealogy.
For the second use, you could set up your template as you start entering
the notes for one individual, then save those lines for dittoing, and
then fill in the data for that individual. For another individual, use
the note ditto key <F2> to start your notes.
Your template might include headings such as:
!Military:
!Religion:
!Sources:
giving you the categories into which you might wish to enter
information.
To create your template, you may start by adding or modifying the source
notes for any individual. Enter the template lines, then use <Ctrl F2>
while the cursor is on the top line of the template. Move the cursor to
the last line of the template and press <Enter>. Then assign the
template a number between 1 and 8. Then, having saved the template, you
may abort the note entry you are currently in (press <Esc>); thus you
see that it doesn't matter whose notes you were in while you were
setting up the template.
When you want to retrieve a template or a block of source note lines
which you have saved for dittoing, press <F2>. The first 2 lines of each
block of lines saved for dittoing will be shown for your selection.
Press the number of the ditto note you want to retrieve, and the saved
note lines will be added to your note.
If you feel that the two lines shown for your selection may not be
enough to know which note lines to ditto, you could start off the lines
which you are going to save with a "secret" note, using the percent
flag. For example, you could have one note saved for dittoing
%This is Template 1, for types of data only
!Military:
!Occupations:
!Residences:
while another template might be saved as
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%This is template 2, for types of data and Sources
!Military:
!Occupations:
!Residences:
!Sources:
Although these examples may seem trivial, at least they show you that
the two lines which are displayed for selection can be enough to
identify each dittoable block of note lines.
We have supplied 4 templates, with numbers 5 through 8, which you may
want to use as-is or as you modify them. They are for subject specific
notes, event related notes, research notes, and medical data.
4.1.14 Temple Codes
Although you can enter anything you desire, up to 5 characters, in the
Temple Code fields, you are encouraged to use the standard
abbreviations. These are all given in the on-line Help Screen which
appears when you use <F3> from within a temple code field.
Temple codes are automatically set to be entered in upper case. This
will not conflict with place names. The temple code PROVO will print in
upper case, while the city name Provo can be recorded without
all-upper-case unless you for some reason want to enter it that way.
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4.2 Deleting From Your Data
4.2.1 Deleting an Individual
First get to the proper starting point on the Two Generation Pedigree
Screen, with the person you want to delete in the top left area of the
screen. You may select the Name Search Screen, find that individual,
and press <F1>.
Then use <F10> to switch menus. From here, press <F1> to delete this
individual. The Name Search Screen is displayed, where you may tag this
individual and any others you want deleted. You will be asked if you
really want to delete anyone whom you have tagged. You must respond 'Y'
(for 'Yes') for the individual to be deleted.
When you delete an individual, all other necessary changes will be made
automatically. Any family in which that person had been a parent or
child will be automatically corrected.
4.2.2 Unlinking a Family
A family is composed of two or more individuals who are 'linked'
together. When you unlink a family, the individuals remain in the data
but the links are removed. Later on you can link these individuals into
some other family relationship.
When you unlink the family displayed on the Two Generation Pedigree
Screen, you are unlinking only the family of the Principal Individual,
his/her spouse, and their children. The families of the parents of the
Principal Individual and spouse are not affected.
4.2.3 Unlinking a Spouse
From the Two Generation Pedigree Screen, select the person whose spouse
is to be removed from the family relationship; display that marriage
where the Principal Individual is the father or mother, and his/her
spouse is to be unlinked. Then use <F10> to "switch menus", and proceed
to unlink the spouse.
4.2.4 Unlinking a Child
When the Two Generation Pedigree Screen shows the family in which you do
NOT want the child, press <F10> as necessary to switch menus, then
select 'Unlink Child' and give the letter of the child you no longer
want in that family. Remember that the unlinked child is still in your
data, but not in that family.
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4.2.5 Developing Relationships
From the Two Generation Pedigree Screen, select the Prime Person for
whom you want relationships of all other individuals to be computed.
(This will likely be yourself.) Then press <F10> to switch menus and
press <R>. The relationship to your Prime Person will be recorded in
the record of each person in the file.
The "ID Number" field is used for this purpose, so there will be a
conflict if you are using this field for some other purpose.
The calculated relationships may be seen in an Individual Window. [From
a pedigree screen, press <Enter> to display an Individual Window for the
selected (highlighted) individual.] They will also be printed on Family
Group Sheets, and on the combined form listing of Incomplete Temple
Ordinances. The screen shows the individual's relationship to the Prime
Person (e.g., "2 GG Uncle"), while the Family Group Sheets and
Incomplete Temple Ordinance list shows the Prime Person's relationship
to the individual (e.g., "2 GG Nephew"). Since the User's Name and
Address are printed on a Family Group Sheet together with the
relationships, you will normally want the Prime Person to be the same as
the User.
If you wish to clear out all of the calculated relationships, enter the
Services Menu, select System Installation and Clear Relationships.
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5 PRINTING
In order to print any Family Group Sheets, Pedigree Charts, or other
forms you must have first selected your printer (Services Menu, System
Installation). The various printed forms are selected from the Print
Menu, which is selected from the Two Generation Pedigree Screen. The
Sorted Lists Menu may be selected from either this Print Menu or from
the Services Menu.
One printed report is available without going through the Print Menu or
the Services Menu. That is an Individual Summary.
If you are using single sheet paper, you are asked to change paper after
each page is printed.
5.1 Pedigree Chart Printing
A Pedigree Chart is a family ancestral tree beginning from an
individual. The individual is the Principal Individual selected on the
Two Generation Pedigree Screen.
You may also print all the continuation Pedigree Charts emanating from
the first Pedigree Chart you request. Sometimes these are called
"Cascading Pedigree Charts." These will go back as far as you have
linked your families together. At the time you select a pedigree to be
printed, you will be asked if you want only the single page pedigree or
if you want a multi-page pedigree covering all of the selected
individual's ancestry.
If you select multi-page Pedigree Charts, you will also have the option
of printing the Family Group Sheets of all or selected family groups on
these Pedigree Charts.
The continuation charts will also activate the feature to print the
continuation information on each Pedigree Chart such as "Number 1 on
this chart is the same person as No.____ on chart No.____."
You may print a border - either a double line or a heavy solid line - on
your pedigree charts. In "Environment Definition & Choices" set your
preference for No border, border 1 (the double line), or border 2 (the
solid line). Try printing a chart to make sure that your printer
supports these borders. See also section 7.14 for printing in color.
5.2 Family Group Sheet Printing
Family Group Sheet printing has several options. You may print a single
Family Group Sheet, a blank form, or multiple families. Printing a
single Family Group Sheet is done for the Principal Individual and
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spouse on the Two Generation Pedigree Screen. You may print multiple
Family Group Sheets either by tagging the names of parents or by using
the last file developed when you printed Continuation (Cascading)
Pedigree Charts. The latter allows you to either (1) select all families
on the Continuation Pedigree Charts, or (2) select families while you
browse through the list of families in the Continuation Pedigree Chart.
If you have developed relationships in your data (see 4.2.5 above), the
relationships to the husband and wife will be printed on each Family
Group Sheet. It is up to you to make sure that the person for whom the
relationships have been developed is the same as the person identified
as submitting the records (see 3.9, Compiler's Name and Address).
Printing of the Source Notes is discussed under the section on entering
source notes (4.1.4.)
Pedigree Pursuit supports a number of alternatives for your Family Group
Sheets, including where any additional marriages should be printed and
whether lines with no information on them should be printed. These
options are selected from the Environment Definition & Choices screen.
One of the alternatives is to print in Book Style.
5.3 "Book Style" Family Record Printing
If you want to print a book containing your family records, try this!
From the Two Generation Pedigree Screen select the Print Menu, Family
Group Sheets, Book Style printing, and Tag Families to be included.
Then tag the families, provide a title, and let it print. You can also
base the family selection on the last Pedigree Chart printed.
In book style, printing flows from page to page without starting each
family at the top of a page. All names are fully indexed.
Families of children are printed only if more information is available
than is printed with the parent's family.
Particularly for living families, we find that many prefer to list the
latest marriage first, followed by any other marriages. This is because
the source notes are listed with the first marriage, to which attention
is naturally drawn.
5.4 Descendant Charts
Descendant Charts begin with the Principal Individual on the Two
Generation Pedigree Screen. They continue for the number of generations
which you specify, up to a maximum of 20 generations. Each successive
generation is indented 2 columns from the preceeding generation.
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The border choice which you make for your Pedigree Charts applies to
Descendant Charts also. In addition, you may choose to have individual
data boxed (in Environment Choices) and to print in color (see section
7.14.)
If you request it, an index, printed in two columns, will be printed.
5.5 Ahnentafel Charts
As an alternative to Pedigree Charts, you may list your ancestors in
this format. Each ancestor is listed within their ancestral generation.
Each is numbered as they would have been on a single Pedigree Chart; you
are number one, your parents are 2 and 3, and so on. Since the numbers
are multiplied by 2 for each higher generation, they get very large.
Therefore we will print to the number of generations you specify, up to
a maximum of 30 generations.
You may also request an index. Printed in two columns, it gives the
Ahnentafel numbers.
5.6 End of Line List
Beginning with the selected individual on your Two Generation Screen,
the individuals at the end of the pedigree lineage are identified and
printed. The names of the end-of-line ancestors will be in alphabetic
sequence.
5.7 Inquiry Letter
You may create an inquiry letter containing the mini-pedigree and
children from your Two Generation Pedigree Screen. The Compiler's Name
and Address is used as a letterhead. This letter may be useful in
writing to some relative (or someone whom you think might be related) to
establish a joint effort to develop information on this line. You would
normally want to do this for families on the ends of your family tree.
5.8 Sorted Lists Printing
There are a variety of sorted lists which you can print either on the
screen or on your printer. Individuals can be listed either by number
or alphabetically. Listings may also be restricted to those individuals
with source notes. When all individuals are listed, those with source
notes are flagged. Families can be listed either by number or
alphabetically according to husband's or wife's name. In the case where
a spouse is not known, the father of the individual is printed. If you
have specified that you do not want the record numbers (IRINs or RINs,
and MRINs) shown on the screen or printed, the options to print in
record number sequence will not be offered.
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You can list all names in a particular locality by entering up to 4
locality fields (town, county, ...). All names in that locality for any
event (birth, christening, marriage, death) will be listed.
You can list all localities for any surname showing the event for each
locality (birth, christening, marriage, death).
Tagging names can be used to put together a sorted list; see section 7.7
for a discussion of tagging. You might tag all your Smith and Jackson
names, born between 1700 and 1900, in Kentucky, and list them.
You can also tag names for a list of birthdays. You might for example
tag all the descendants, for 4 generations, of your parents.
5.9 Individual Summary
From either the Two Generation or the Five Generation Pedigree Screen,
you may select an individual (use the cursor keys), press <Enter> to
display full information about them (the "Individual Window"), and press
<P> to print an Individual Summary.
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6 OTHER SERVICES
6.1 Name Operations
The name file contains the names of persons and places in your
genealogy. Each name is stored only once in the name file, and all
references to that name point to the single entry in the name file.
Name Operations allow you to change a name, or many names, in the name
file. This is a lot easier than changing a name many times in the
individual or marriage records. Selection of Name Operations is from the
Services Menu, first selecting Utilities/Verification.
You can change names from upper to lower case and vice versa. Spelling
can be corrected, and abbreviations can be made. Since unique names are
stored only once in the name file, care must be taken when changing or
abbreviating a name for one purpose, and then using the same name for
another purpose. For example, the name Utah is used for the name of a
state as well as a county. If you change the name Utah to the
abbreviation UT, then the county name will also be abbreviated. In such
a case you may want both forms of the name. If you already have both
forms and you decide to change UT to Utah, you will end up with both
state and county names pointing to the same name (Utah) in the name
file. It is our preference that abbreviations be avoided unless the 16
character limitation on a name length forces abbreviation.
The name file also contains all of the temple codes which you have used.
Since these codes may also be used as names of persons or places, you
may wish to make total file changes which affect only the temple codes.
PED allows you to change all of the old temple codes to the new codes.
But you may also have entered non-standard values in the temple code
field. As an example, you might have originally entered a temple code as
MESA. So you could then change specific temple codes, replacing "MESA"
where it appeared as a temple code with "ARIZO", the new standard temple
code for the Arizona Temple.
Surname prefixes may create problems with recognizing that an individual
is in your data more than once. For example, "Margaret Bohun" may be the
same person as "Margaret de Bohun." You may want to enter the prefix
"de" with the surname. Alternatively, you may enter it as a given name.
We give you the flexibility to change the prefix to be either a part of
the surname or a given name, whenever you wish. Note that we have a way
of avoiding this problem for Soundex matching; see section 6.5 below.
6.2 Reordering of Children
You may wish to change the order of the children in a family. Two
options are supported. The children may be placed in order of their
birth or christening dates. Alternatively, you may select a child and
indicate the desired new position for that child within the family.
Reordering of a family with only two children simply interchanges those
children.
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6.3 Reordering Marriages
From the Two Generation Pedigree Screen, select "Other Marriages." Then
you may reorder the marriages. Although you may keep them in
chronological order, the order is your own choice. If you are printing
"Book Style," see section 5.3 for a suggestion about marriage ordering.
6.4 Pedigree Transfer, GEDCOM, Ancestral File, Temple Ready
When you find that someone else's pedigree contains information which
would extend your pedigree, PED allows you to transfer that extension of
your pedigree from his/her genealogy to yours.
Two methods for transferring information are provided by PED. You may
use GEDCOM files, or you may transfer from one directory to another.
With either source of information, you may select the data to be
transferred if you do not want all of it. To do this, the Name Search
Screen is presented to you showing the entire source (the GEDCOM file or
the directory from which to retrieve information). On this screen, you
"tag" each individual to be transferred, then press <F1> to initiate the
transfer. See Section 7.7 for information on tagging names.
When you retrieve a GEDCOM file, data is checked for compliance with the
normal rules (e.g., a name field is limited to 16 characters.) If errors
are found, they are added to the Source Notes for the individual and
entered into a ".LST" file in the data directory. The ".LST" file may be
printed or listed on the screen, and compared to the PED data files to
see if you want to modify any information. You may then want to delete
the lines added to the Source Notes.
If the GEDCOM file you are retrieving was created by a genealogy program
which classifies data differently than does PED, special efforts will be
taken to preserve the information. The queries on the screen allow you
to decide if fields such as "Date of last change" should be preserved as
notes in your Pedigree Pursuit data files.
If you have many GEDCOM files to be retrieved from a floppy, you may get
more than one, or all of them, in a single retrieval operation.
Once you have retrieved data, from another directory or from a GEDCOM
file, you can link that data to your existing records. You may also run
a match-merge to delete any individuals duplicated as a result of the
transfer.
When you Create a GEDCOM file, you may choose either a pure GEDCOM
creation, an Ancestral File Submission, or, for those who are LDS, a
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submission to the Temple Ready program for initiating LDS ordinances.
Pedigree Pursuit has been registered and approved by the LDS Church for
Ancestral File submissions. Creation of a GEDCOM file involves tagging
all the names to be included in the file (see Section 7.7).
6.5 Match Merge
6.5.1 Matching Concepts
Matching is a search for two records for the same person in the
directory. It uses the Soundex system for name spellings, so variations
in spellings are brought together. The order of given names is ignored,
so "Samuall Smythe" will be matched with "David Samuel Smith". You can
specify the maximum difference in birth years. You can also specify the
extent to which birth place names must match; you might want to match
all of your "Samuel Smith"s, only those from "Pennsylvania" (a match on
some one of the place fields), or only those from "Pittsburgh,
Allegheny, Pennsylvania" (a full match of the place.)
The Soundex coding is not perfect. You will see some "strange" matches.
The coding uses the first letter of the name, ignoring accents. It then
ignores any vowels or double letters, and groups the letters as
ignored: A E I O U W Y H
Special characters (vowels) with accents (e.g., umlaut)
1: B F P V
2: C G J K Q S X Z (C with cedilla)
3: D T
4: L
5: M N (N with tilde)
6: R
If you specify using Soundex ignoring prefixes (the <P> choice in the
System Installation / Environment choices), then the prefixes AP, D',
DE, LA, LE, OF, VON, and VERCH will be excluded from the Soundex code.
This will let you find matches between names such as "Bohun" and "de
Bohun". You set other matching criteria before starting the search.
The initial creation of the Soundex name file takes a bit of time, and
the file takes some disk space (about 15 bytes per individual.) If you
choose not to have Soundex support (a choice you make in the Environment
Choices), you will be able to Merge two records which you select, but
the automated matching will not be available.
6.5.2 Merging Concepts
Merging is the combination of two records into a single record; the
resulting record we call the "survivor," while the other one is deleted.
In merging, you select which fields are to be retained. You may retain
the source notes from both records, and you may add the spouse(s) from
the deleted record to the survivor.
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While you are deciding whether to merge and which information to retain,
you may need more information. To obtain this, you may display the Five
Generation Pedigree Screen for either record; that in turn allows you to
display all marriages and children of those marriages. You may also
display the existing notes for either individual, and even modify those
notes. You may also edit either of the records being merged.
If a retained marriage of the survivor is to the same spouse as a
retained marriage for the record to be deleted, the families will be
combined. Any marriage data in the deleted record's marriage which is
missing in the survivor marriage will be copied to the survivor, and
children from the deleted marriage will be added to the survivor's
marriage.
If you have source notes in both of the records to be merged, you choose
to retain both notes, and they are identical, only one copy of the notes
will be retained.
You may not want to use matching to determine that two records are to be
merged. You can select those two records from the Name Search Screen.
You can also run a match, producing a listing of those records which are
candidates for merging.
6.5.3 Full Automatic Match-Merge
One option is a Full Automatic Match-Merge. A Full Automatic
Match-Merge will detect matches and merge them without any query for
your confirmation. You may have a list printed of those records which
were merged. For Full Automatic Match-Merge, very strict rules are
used. Either of these standards must be met:
(1) If there is an ID number present, the records are matched. There
must be NO CONFLICT, though one record may have more information
than the other. When you retrieve data from the Ancestral File, you
may retrieve the same records more than once. Since the records
have ID numbers and do not conflict, an Automatic match can save you
much time.
(2) If the records have a full birth or christening date (day, month,
and year), a surname, parents, or spouse, and a full death or burial
date, and at least 3 place fields for either the birth/chr or the
death/burial, and there is NO DISCREPANCY between the records, the
records are merged.
When two records for an individual have satisfied the stringent matching
requirements, the parents will be matched if there are no discrepancies.
Thus when two records for John Smith meet the standards above, the two
records for the father of John Smith will be merged even though the
records might contain nothing more than the father's name. Again there
must be no discrepancies, so the record for John Smith Sr. would not be
merged with that for John Henry Smith Sr.
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Similarly, the records for the spouse of a matched person will be merged
if there is no conflicting information, and if both records have the
same name and a matching full birth or christening date for the spouse.
When two families are merged - that is, both husbands and both wives are
merged, thus merging the families - any duplicate children's records
will be merged if the birth or christening dates (day, month, and year)
and names match and there is no conflict.
When all matching and merging is completed, you may list the names
of the individuals whose records were merged.
6.5.4 Merge Parents of Children
Records which come from sources such as the church records of a town
will include separate entries for the birth of each child. Each record
names the parents. If you merge those parents, you will form a family.
The option "Merge Parents of Children" allows you to view children, and
if you determine that they are of the same parents, merge those parents.
This is particularly useful when you obtain genealogical data from the
International Genealogical Index (IGI), available to you in the Family
History Centers of the Mormon Church.
6.5.5 Merge Spouses and Families
An additional form of merging is provided for multiple families of the
same person. This is useful when you find that a family has been
incorrectly recorded as two families, e.g., when John Smith has a wife
Susan Jones and another wife Susie, perhaps even a third marriage where
the name of the wife is unknown, and these families should be merged
into a single family. This is also useful in working with data acquired
from others (perhaps from the Ancestral File), when you can recognize
that two families should be only one. On the Two Generation Pedigree
Screen select Other Marriages (option 5), then <F1> to merge families.
Select the marriage to be retained, then (if there are more than 2
marriages) select the marriage to be merged with the first.
6.5.6 Merge Children
If you have merged two families, you may have two or more records for
the same child. Or you may have determined that what you thought were
two children, and entered that way, should really only be one child.
You could <Esc> to the Services Menu, select Match-Merge, select merging
two records, and then select the two children's records from the Name
Search Screen. A much faster method is to use <F10> to switch menus,
then <M> to merge children, and then select the two children.
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6.6 Data Integrity Verification
PED will check the consistency of your data. Families in which either
parent was born 15 years or less before the marriage date may be
correct, but they are pointed out. If either parent died before the
other was 15 years old, that is identified. And any child born earlier
than a parent's 15th year, after the mother's 50th year, or after the
father's 65th year, or after a parent's death year is also printed out.
If you look at the verification report and find that the data is correct
in spite of the apparent conflict, you may prevent that apparent
conflict from being reported again. To do so, include the word
"verified" (all in lower case) in the first line of source notes for an
involved individual. If for example a father were age 67 when the first
of 3 children were born, you could put a line such as "The dates for the
birth of these 3 children were verified to be correct." as the first
line of the father's notes. You could state something like "These dates
cannot be verified, but they appear to be correct."
As you develop an extensive pedigree, adding individuals and families in
anticipation of linking them in later on, you may fail to follow up and
link them to your family structure. Pedigree Pursuit allows you to run a
verification search on your data, locating any pedigree segments which
are not connected so that corrective action may be taken. If the data
is intended to contain, for example, two pedigrees, then a family
structure which was not in either of these pedigrees would call for some
appropriate action. Of the three alternative verification options, one
will identify any individual who is not linked to a family, and another
will identify one person from each extended family structure (a
structure being composed of individuals who are linked to others, in an
extended family.) If you expect that all individuals in a directory have
been linked together, "Verify, report distinct family structures" is the
best verification option to find any errors.
The verification options include searching for incorrect links, though
these should never happen! If for example the data showed Henry Brown
to have a father William Brown, but the children pointed to from William
Brown's marriage did not include Henry Brown, the data would be
inconsistent. Such a condition might arise from a computer failure or a
power outage while data is being written. Pedigree Pursuit makes a
"best guess" attempt at correction of such an error if it is ever
needed, and advises you so that you may review the correction. We
assume that the individual records are correct. If a marriage record
does not reflect the individual links, the offending link(s) is/are
removed from the marriage record. Also, a marriage record which is found
to link a husband or wife may be added as a marriage or "other marriage"
for that husband or wife. While our assumption may be correct, it is up
to you to verify the situation. At least your data will be internally
consistent, enabling you to work with it!
6-6
7 MISCELLANEOUS TOPICS
7.1 Multiple Genealogies
If you have specified only a single directory for your family record
data, PED will take you directly there whenever you enter the program.
You may add additional directories by entering the Services Menu and
selecting "Select Data Drive/Directory". Each new directory is then
listed in a selection menu, from which you must choose when you enter
PED. Whenever you select a directory, PED will return to the person you
were looking at when you last ran PED for that directory.
You can delete a directory, in which case you are asked if you want to
back up the information in that directory before it is deleted. When you
request that a directory be deleted, the Family Record data files in
that directory are deleted. Then if there are no other remaining files,
the directory itself is deleted. The directory is removed from the list
of available directories.
You can also remove a directory from the list, without affecting the
data in that directory. This allows you to retain a genealogy on your
computer which you, for whatever reason, do not want to show on the
menu. You may later add that directory to the menu again.
7.2 Squeezing Out Deleted Entry Space
If many deletions have been made from a directory, the computer files
("INDIV2.DAT", etc) can be much larger than is needed. Although the
excess, previously used space is, so to speak, kept in a "storage bank,"
and this space is reused as new entries are added, you may desire to
compress the unused space out of your files. You can do this by creating
a new directory, then doing a pedigree transfer from the old directory.
Then delete the files in the old directory and remove the old directory.
7.3 Research Data
We accumulate lots of information in our research. Some information is
about individuals with a surname of interest, but whom we have not yet
connected into our family structure. Other information is about the
searches we have made. How do we keep track of all this?
Those who have used the program "Personal Ancestral File" (PAF) may know
of its comprehensive tool called "Research Data Filer." Though it can be
effective, our experience discloses two problems. One is the complexity
7-1
of the tool; our experience is that very few take the time and effort to
learn to use RDF, and those that do still find it cumbersome. Thus many
PAF users employ a technique such as we recommend. The other problem is
that there is no simple mechanism for transferring records from RDF to
Family Records (FR) when a family connection is finally made.
Our solution is to create one or more directories for research
information, and to create individual entries of two types. An
individual entry is created for each unconnected individual; with the
ability of PED to rapidly switch between data directories, and to copy
entries from one directory to another ("Services Menu", "Pedigree
Transfer", "Transfer Directory", tag individual(s) to be transferred),
the second of the above problems is solved. An individual entry is also
created with only a surname, for each line being researched, and
possibly another record with the surname "Research Log". These records
serve as attachment points for source notes, which can be organized to
fill our needs.
7.4 Performance: Computer Type and Disk Cache
Technology has lowered the cost of more powerful computers. If you have
an older 8088 computer (an "XT"), you may want to consider upgrading to
the much more powerful AT class machines now available. Purchased
through a warehouse-type store or by mail order, costs are very
reasonable. If you can afford an 80486 (best), 80386 (better), or 80286
computer, you will find much joy as you run PED and other programs.
Speeds are rated in Megahertz, and faster is better.
A VGA monitor will greatly enhance the pleasure of working with PED,
with your word processor, and with other applications. Some programs
require a monitor with graphics capability. The older CGA gives much
lower resolution and viewing quality than does the newer VGA.
Your system may give substantially better performance if you have a disk
cache program installed. This is particularly noticeable when you enter
the Name Search Screen and type in a name to be found. Without a disk
cache, even a fast computer may be slowed down significantly.
You should have either extended or expanded memory for a disk cache. If
you have an older 8088 computer, you could add a memory board; however,
it is almost certainly more cost effective to upgrade to an AT class
computer. There are several disk cache programs which you could use.
One comes with MS-DOS, and is called SMARTDRV.
7.5 Performance: Using a RAM Disk
If you have enough extended or expanded memory to hold the data from
your normal data drive/directory, and have installed this as a RAM disk
(also known as a RAMDrive), you can make PED run much much faster.
When you get started, at the screen to select your Data Drive/Directory,
7-2
use "T" to designate your RAM disk as a temporary directory. Then you
data will be copied to and from that directory, and all your normal
updating and so on will be done from this extremely fast memory. It is
well worth the time PED takes to copy the data back and forth.
7.6 Performance: Defragmenting Data
Your data is written using DOS (or WINDOWS). DOS starts out with a block
of data on disk, and when that is filled up, it allocates another chunk
of disk space elsewhere on the disk. These may be far apart on the disk,
and this substantially slows down using your files. If PED (and other
programs) are seen to slow down their responsiveness, and you have a
disk defragmentation program (such as Speed Disk in the Norton
Utilities), run it to restore performance. If you don't have such a
program, use the technique described in section 7.2 to eliminate
fragmentation of your data.
7.7 Tagging and Untagging Names
A number of operations call for tagging and untagging of names on the
Name Search Screen. These operations include retrieval of GEDCOM data,
transfer of data from another directory, deleting names, printing Family
Group Sheets, and selecting names for a tagged names list or a list of
birth dates. A name which is "tagged" is shown with a check mark (√) in
front of it.
The normal active tagging operation tags names if the highlighted name
is not currently tagged, and untags names if the highlighting is on a
tagged name. You may change the default, set from the highlighted name,
by pressing <Insert>. Thus each of the tagging keys (<F2>, <F4>, <F5>,
<F6>, and <F7>) may be used to either tag or untag names.
Tagging names can also be done through the Search Form operation. From
the Name Search Screen, press <F8> for the Search Form. Then fill in
your desired criteria and press <F2> to tag all names meeting the
criteria. You could tag all names for which the birth or christening
date was between 1600 and 1700, or all individuals named Martha. You
could tag all individuals surnamed Smith, then enter the Search Form
again to tag all with the surname Jones. You could tag all individuals
with surname "Woods" who were born, christened, died, or buried in
Pittsburgh. Given names and location fields need not be in the order you
enter. Searching for "John Henry" will also find "Henry John".
You may use <Insert> to change the Search Form operation from tagging to
untagging. You may also use <F10> to designate that all criteria must be
satisfied, or that tagging (or untagging) is to be done when any
specified criterion is met.
When you have tagged all the names you want, press <F1>. While tagging,
you can abort the operation by pressing <Esc>.
7-3
7.8 What to Record in Source Notes
Obviously you can record anything you want in Source Notes. However, at
the risk of inviting disagreement, we will offer a few suggestions.
We believe that Source Notes should not repeat that which is already in
your individual and marriage records. To state "John and Sarah were
married on Dec 15, 1876" is pointless, unless you are creating a
narrative for "book style" printing; the marriage date should be
recorded with the marriage data. Naming the children of the marriage is
similarly pointless.
Categorizing information (see the mention of templates in section
4.1.12) can be useful. An introductory word or phrase identifies the
content of the note.
We like to use Source Notes to bring our ancestors to life, telling what
we know of their personalities, interesting stories from their lives,
etc. Just as we want a vibrant living rendition of our ancestors, we
want to leave our living relatives and our posterity a picture of
ourselves which will be more meaningful than simple dates and places.
Information which we want in our personal records, but which we would
not want to publish, can be kept in "secret" notes (see section 4.1.4.)
An LDS church member might want to record ordination dates to priesthood
offices, but he/she might not want them in a book to be shared with
those of other faiths to whom this information is not useful.
Finally, sources for the information should be recorded. This enables
others to verify and expand on your research, and may even be of value
to you as you strive to add to your family records.
Tagging notes with the exclamation mark allows you to restrict note
printing to only the tagged notes. Tagging also has an implication for
creating a GEDCOM file. For a "normal" GEDCOM file, all except secret
notes are written. For an Ancestral File submission, only the tagged
notes are written. If you have tagged the sources of your data which
others might wish to research further, the Ancestral File submission
will have greater value.
7.9 Abbreviations, "of" Places, etc
It is common to want to abbreviate. We regularly use abbreviations for
the names of states. Unfortunately, not everyone abbreviates in the same
way. This means that when you want to search for a locality, you will
not find those individuals for whom a different abbreviation was used.
Such names would not be included in a Sorted List of names for the
unabbreviated locality. For this reason, we recommend that you either
completely avoid using abbreviations in your genealogical data files, or
7-4
use only abbreviations which are truly standard, such as the post office
abbreviations for the states.
If you intend to clear up existing abbreviations, remember that the same
name file is used for both individual names and place names. Our "Name
File Operations" makes it simple to change, for example, "Cal" into
"California". But if there had been an individual named "Cal", he would
also be changed into "California". So use this operation with care!
Another variation of the same problem, finding records when you search
for them, arises from the locality approximation "of". A search for
"Long Beach" would find individuals with birth, christening, marriage,
death, or burial in that city. However, someone who was "of Long Beach"
would not be found. For this reason, we recommend placing the "of" in a
separate field (the "L1" field), followed by the remainder in other
fields. Thus we would have, for example, the four location fields "of",
"Long Beach", "Los Angeles", "California". The exception to this is when
there are values for more than 4 fields, in which case you must put more
into one of the location fields, as for example "of Abbey Parish",
"Paisley", "Renfrewshire", "Scotland". Since you may already have many
"of" place names in your family record data, we have provided an
operation to change these for you. This is under "Services Menu,"
"Utilities / Verification," "Name File Operations."
Searching is also a problem if you enter "Mrs. Matilda" in a single
given name field. You would not find that individual if you were to
search for "Matilda". Therefore we recommend that, if a given name field
is available, you place "Mrs." in a separate given name field; then a
search for "Matilda" would find also "Mrs." "Matilda".
7.10 Correcting a Parent's Sex
A friend recently requested adding the mother of the Principal
Individual, but then entered the father's record. He then added a spouse
for that parent. Later he found that he had a female husband and a male
wife, and PED did not allow him to change the sex of a parent in a
family.
In order to fix this problem, he had to unlink the parents, then change
the sex on both of the individual records, and finally add the husband
and wife back into a family.
7.11 A Disaster! The Power Failed
One PED user recently found his records to be somewhat fouled up after
he had inadvertently turned the power off. Although his problem was due
to his own action, this also could have happened if the public power had
failed.
7-5
You may recall that you have specified the use of BUFFERS in your
system's CONFIG.SYS file. Since some of your records may have been in
those buffers and not yet written to your disk, your records may well be
fouled up insofar as the last number of records you have entered (or
modified) are concerned.
Your choices are two: Either go back to your last backup (which means
that you will lose your work during the session in which the power
failed), or attempt the following repair process.
Enter Pedigree Pursuit in the affected directory. Then exit, request
that your data be verified, and select option 4 ("Verify and Repair data
links only"). After this is done (and you will have a printed report of
several data repair actions), get back into your data, go to the
Services Menu, select System Installation, then select Regenerate Sorted
Names File. It may be necessary to take a further step: create a new
directory (from the Services Menu select option 7 "Select Data
Drive/Directory"), then use Pedigree Transfer to copy your old directory
into the new directory.
The final step is to review your data, particularly the names which have
been reported on the verification printout, and to make any necessary
corrections.
7.12 Printing - Later On
Assume that you don't have a printer, or your printer is not operating.
However, you do have access to a friend's computer, on which he has a
working printer. Or perhaps you normally print on a poor quality dot
matrix printer; you have a friend with a laser printer, and you want to
print your Pedigree Charts and Family Group Sheets with the high quality
his printer will give. Can you work out your genealogical printing
needs? Absolutely!
Pedigree Pursuit allows you to specify where your printer output is to
go. For an attached printer, this will be over one of the two parallel
printer ports, either LPT1 or LPT2. You specify this when you select
your printer. But there is another alternative. You can direct that your
printer output be sent to a file.
When you name a file for printer output, you will still have to select
the printer which you will eventually use (for example, a laser
printer.)
If you have previously used the print file, you may either start off
fresh or you may append to whatever is already in the file. The latter
choice is useful when you want to keep adding to your printing backlog
during several sessions, until you are finally ready for the actual
printing.
7-6
If you are going to do the printing on another computer, it may be
convenient to put the file on a floppy diskette, as for example A:PFILE.
To print the file, see section 7.13 below.
7.13 Printing While Doing Something Else
When you request printing of a large number of pages, and you do not
have a print spooler, you tie up your computer until the printing is all
done. We recommend that you avoid this, as follows:
Use the Printer Setup (Services Menu, System Installation, ...)
to direct all printing to a file, e.g., A:PFILE as discussed
above (section 7.12).
Do the printing you want (Pedigree Charts, Family Group Sheets,
or whatever). This printing will go to the file you designated.
When printing to the file is complete, exit from PED. Then use
the DOS PRINT command to initiate printing, as e.g.,
PRINT /d:LPT1 A:PFILE
[Omit the "/d:LPT1" if you have given a previous PRINT command
in the session.] Now you can get back into PED to do other
things while your printer is working in the background.
If you have a print spooler installed on your computer, you can, of
course, print in the background without the effort described here.
If you do not have a great deal to be printed, you can use the COPY
command instead of the PRINT command, as for example
COPY A:PFILE LPT1
Since you are now done with this file, you may want to delete it, as
DEL A:PFILE
unless you think that you might want to print it a second time.
7.14 Printing in Color
If your printer is able to print in different colors, you can use these
different colors to give an added interest to your Pedigree Charts,
Family Group Sheets, and Descendant Charts.
When you elect to print in colors using a color printer, the names on
your Family Group Sheets will be printed in the "name color." For all of
7-7
the 3 forms using color, the birth (and/or Christening) dates and places
will print in the "birth color," death and burial data in the "death
color," and marriage information in the "marriage color." While we have
set up these colors as orange (names), green (birth), red (death), and
blue (marriage) for some printers, you may change these colors or add
color codes for additional printers which will print in color.
7.15 Using Shells Such As XTree
Some users prefer to enter their various programs from shells such as
XTree (including XTree Gold). While Pedigree Pursuit will operate, you
should be aware that you may be paying a penalty for using a shell
program.
These programs may retain some of the PC memory while PED is operating.
While most PED operations are unaffected, some functions will be
significantly degraded if they do not have adequate memory available.
Specifically, when sorting does not have sufficient memory, it is forced
to use your disk. This is much slower than sorting done in your main
computer memory. Pedigree Transfer and GEDCOM Retrieval may also be
substantially slowed down.
While the choice is yours, we recommend that you consider avoiding using
any shell program which retains large amounts of your computer memory
when you are running PED, or any other program which is similarly
impacted. Spreadsheet programs may be even more severely penalized by
some of these shell programs.
7.16 Using Pedigree Pursuit with your Word Processor
If you wish to transfer the contents of any Pedigree Pursuit printout
(e.g., a Family Group Sheet) to your word processor, set the Printer
Definition to send printing to a file. Also select "Text, No Printer
Codes" as your printer. Then use the normal Print Menu (from the 2
Generation Pedigree Screen) to print that which you want in your word
processor. Exit from Pedigree Pursuit, enter your word processor, and
instruct it to load the ASCII file which you created. The word
processor (e.g., Word Perfect) may refer to this as a DOS text file.
Since the print lines created by Pedigree Pursuit may be up to 132
characters long, your word processor should be set to handle lines of
that length.
Pedigree Pursuit cannot create or read the "document" files of any word
processor. These "document" files (as contrasted with ASCII, or DOS,
files) include many formatting codes. Each word processor has its own
codes. Thus we must communicate with your word processor using the one
file format (ASCII) which is understood by all programs.
You may use your word processor to edit your source notes, as discussed
7-8
in section 4.1.5 and in our Help Screens. The technique for editing via
a word processor is particularly useful for adding text which you
already have in your word processor files. Extracting text from word
processor files to add to your source notes can be done more efficiently
if your word processor can work with 2 or more files (or "documents") at
a time. First set Pedigree Pursuit to be able to use a word processor
for source notes. Then while you are in those notes use <Alt F4> to get
into the word processor, load the document from which you wish to
extract information as a 2nd file, mark the desired text and copy it
into the source notes file, and exit the word processor to return to
Pedigree Pursuit with the revised source notes.
You may create source notes with your word processor - for example,
biographical sketches of your ancestors - and copy that information into
your Family Record source notes. First use the word processor to save an
ASCII (or "DOS Text") file. Then get to the desired source notes, at the
point where you wish the text to be entered, and use the <Control-F4>
function to copy in the text. After you leave Pedigree Pursuit, you may
want to delete the ASCII file which has served its purpose.
7.17 Using PKZIP to Compress Inactive Data
You may keep your data files in a compressed form when you are not using
them. If you have the archiving compression program PKZIP installed on
your computer, you may instruct PED to compress your data when you leave
the program. If you compress your data and then request a backup, the
data written onto your backup floppy will be in the compressed form and
take up much less space. In compressed form, your data will use only
about a third of its uncompressed space.
Where we keep different ancestral lines in different directories, we
find it effective to keep them in compressed form. When we select one of
the data directories, the data is automatically uncompressed (i.e., PED
uses PKUNZIP). When we leave, we again ask to have the data compressed.
To use this feature, the programs PKZIP.EXE and PKUNZIP.EXE must be in a
directory which has been named in the PATH command in your AUTOEXEC.BAT
file.
Because of its great popularity, we have chosen to use PKZIP rather than
some other program for data compression. It is a shareware program. You
may obtain a copy from a computer bulletin board, from a distributor of
shareware, or directly from PKWARE, Inc., 7545 N. Port Washington Road,
Glendale, WI 53217.
7.18 Using Your Mouse
If you like to use a mouse, you may generally use it to select from
menus. You may also use it to respond to Yes/No queries; just as the Y
is the left choice, press the left button for Yes, right for No.
7-9
You may select a name from the Name Search Screen, or page up and down.
Position over the word "Home" and press a button to get to the top of
the Name List. Position over "F1" to select the individual or end
tagging. Selecting a line above the top name gives a Page Up, or below
the bottom name gives Page Down. Experiment to find all the flexibility
offered to you.
On the Two Generation Pedigree Screen, position where a name is missing
(the father, for example), and press a button to add the father.
Selecting below the last child will add a child.
On either the Two Generation or the Five Generation Pedigree Screen,
when you position the mouse cursor on an individual's name, you may use
the left button to display the Individual Window for that person, or the
right button to select that person. Within an Individual Window, each
button depression takes you to the next spouse marriage window, or out
of the Individual Window after the last spouse. When you select an
individual (right button), the selected person becomes the Principal
Individual. On a three button mouse, the center button is treated the
same as the right button.
7-10
Appendix 1 - Quick Guide
The Quick Guide is available on-line by pressing <F3> twice. It is
reproduced here for your convenience.
The operation <Focus> means to get the Principal Individual on the Two
Generation Pedigree Screen in the top left position, with the highlight
selection on that individual. <focus> (lower case 'f') means to get that
individual on the Two Generation Pedigree Screen in any position (as a
parent, grandparent, or child) and to highlight that person via the
mouse or the cursor keys. <F1> designates the F1 function key, and so
on.
Add a child . . . . . . . . . . . . . <Focus> on parent,
<Z>
Add a parent . . . . . . . . . . . . <Focus> on child
<2> for Add Father, or
<3> for Add Mother
Add a spouse . . . . . . . . . . . . <Focus> on Principal,
<4> to add the 1st spouse, or
<5> to add a subsequent spouse
Add an Isolated Individual . . . . . <Esc> to Services Menu,
<2>
or
<F9> to Name Search Screen,
<F9> to Add Individual
Add Notes . . . . . . . . . . . . . . <focus> on individual,
<*> to add (or revise) notes
Ahnentafel Chart Print . . . . . . . <focus> on individual,
<F8> for Print Menu,
<4>
Ancestral File Submission . . . . . . <Esc> to Services Menu,
<5> for Pedigree Transfer,
<1> for GEDCOM,
<2> for Ancestral File
Back up Pedigree Files to Floppy . . <Esc> to Services Menu,
<Esc> to bypass Verification,
<Y> to Backup
Birthday List . . . . . . . . . . . . <Two Generation Pedigree Screen>,
<F8> for Print Menu,
<7> for Sorted Lists,
<9> for Birthday List
Blank Forms Print . . . . . . . . . . <Two Generation Pedigree Screen>,
<F8> for Print Menu,
<7> for Sorted Lists and Forms,
<A>, <B>, <C>, or <D>
Book Style Family Record . . . . . . <focus> on individual,
<F8> for Print Menu,
<9> to select Book Style,
<2> or <3>
A-1
Change names . . . . . . . . . . . . <Esc> to Services Menu,
<4> for Utilities/Verification,
<2> for Name Operations
Check/Change Temple Codes . . . . . . <Esc> to Services Menu,
<4> for Utilities/Verification,
<2> for Name Operations,
<6> for Temple Codes
Clear relationships . . . . . . . . <Esc> to Services Menu,
<7> for System Installation menu,
<7> to Clear Relationships
Delete an individual . . . . . . . . <focus> on individual,
<F10> to switch menus,
<F1> to delete individual
Descendant Chart Print . . . . . . . <Focus> on individual,
<F8> for Print Menu,
<3> for Descendant Chart
Develop Relationships . . . . . . . . <focus> on Principal,
<F10> to switch menus,
<R>
End of Line List . . . . . . . . . . <focus> on individual,
<F8> for Print Menu,
<8>
Environment Definition & Choices . . <Esc> to Services Menu,
<7> for System Installation menu,
<1>
Family Group Sheet Print . . . . . . <focus> on individual,
<F8> for Print Menu,
<2>
Family Names List . . . . . . . . . . <Two Generation Pedigree Screen>,
<F8> for Print Menu,
<7> for Sorted Lists,
<3> (Alphabetic) or <4> IRIN order
GEDCOM Create, Retrieve . . . . . . . <Esc> to Services Menu,
<5> for Pedigree Transfer
Incomplete Temple Ordinances List . . <F8> for Print Menu,
<7> for Sorted Lists,
<7>
Individual Entry Form Print . . . . . <focus> on individual,
<F8> for Print Menu,
<A>
Individual Names List . . . . . . . . <Two Generation Pedigree Screen>,
<F8> for Print Menu,
<7> for Sorted Lists,
<1> (Alphabetic) or <2> IRIN order
Inquiry Letter Print . . . . . . . . <Focus> on individual,
<F8> for Print Menu,
<5>
Localities for a Surname List . . . . <Two Generation Pedigree Screen>,
<F8> for Print Menu,
<7> for Sorted Lists,
<6>
A-2
Marriage Entry Form Print . . . . . . <Focus> on individual,
<F8> for Print Menu,
<B>
Marriages Names List . . . . . . . . <Two Generation Pedigree Screen>,
<F8> for Print Menu,
<7> for Sorted Lists,
<3> (Alphabetic) or <4> MRIN order
Match Merge . . . . . . . . . . . . . <Esc> to Services Menu,
<6> for Match Merge
Merge 2 Families of Individual . . . <Focus> on individual,
<5> to show his/her marriages,
<F1> to Merge Marriages
Merge 2 Children in Family . . . . . <Focus> on parent,
<F10> to Switch Menus,
<M> for Merging 2 Children
Merge from Name Search Screen . . . . Find individual on Name Search Screen
<F10> to Switch Menus,
<M> to select 1st of 2 individuals
Name File List . . . . . . . . . . . <Esc> to Services Menu,
<4> for Utilities/Verification,
<2> for Name Operations,
<4> to List the Name File
Names for a Locality List . . . . . . <Two Generation Pedigree Screen>,
<F8> for Print Menu,
<7> for Sorted Lists,
<5>
Pedigree Chart Print . . . . . . . . <focus> on individual,
<F8> for Print Menu,
<1>
Pedigree Transfer . . . . . . . . . . <Esc> to Services Menu,
<5>
Printed Reports Title . . . . . . . . <Esc> to Services Menu,
<7> for System Installation menu,
<4>
Printer Definition & Installation . . <Esc> to Services Menu,
<7> for System Installation menu,
<2>
Regenerate Sorted Names File . . . . <Esc> to Services Menu,
<7> for System Installation menu,
<5>
Reorder children in family . . . . . <Focus> on a parent,
<F10> to switch menus,
<F6>
Restore Backup . . . . . . . . . . . <Esc> to Services Menu,
<7> for System Installation menu,
<6>
Select Active Pedigree Directory . . <Esc> to Services Menu,
<8>
Shell to DOS . . . . . . . . . . . . <Esc> to Services Menu,
<9>
Soundex On/Off . . . . . . . . . . . Set option in Environment Choices,
Soundex On (Y) or Off (N)
A-3
Source Notes Print . . . . . . . . . <focus> on individual,
<F8> for Print Menu,
<6>
Surname Prefixes to Surnames/Given. . <Esc> to Services Menu,
<4> for Utilities/Verification,
<2> for Name Operations,
<4> or <5>
Tag Names & List . . . . . . . . . . <F8> for Print Menu
<7> for Sorted Lists,
<8>
Temple Ready Submission . . . . . . . <Esc> to Services Menu,
<5> for Pedigree Transfer,
<1> for GEDCOM,
<3>
Unlink a child from the family . . . <Focus> on a parent,
<F10> to switch menus,
<F4> to unlink child,
[select child if more than 1]
Unlink a spouse from the family . . . <Focus> on parent to be retained,
<F10> to switch menus,
<F2>
Unlink entire family . . . . . . . . <Focus> on a parent,
<F10> to switch menus,
<F5>
User Name and Address . . . . . . . . <Esc> to Services Menu,
<7> for System Installation menu,
<3>
Verify data consistency . . . . . . . <Esc> to Services Menu,
<4> Utilities/Verification,
<1>
Verify Temple Codes . . . . . . . . . <Esc> to Services Menu,
<4> for Utilities/Verification,
<2> for Name Operations,
<4>
Word Processor Setup for Notes . . . <Esc> to Services Menu,
<7> System Installation menu,
<1> Environment Definition,
FGS and Notes Options
A-4