2,037
edits
Changes
no edit summary
{{grampsmanualcopyright}}
{{man index|Gramps 3.0 Wiki Manual - Reports|Gramps 3.0 Wiki Manual - Settings|3.0}}
{{languages|Gramps_3.0_Wiki_Manual_-_Tools}}
== Analysis and Exploration ==
This section contains tools which analyze and explore the database, but do not alter it. The following analysis and exploration tools are currently available in GRAMPS:
=== Compare Individual Events ... ===
This tool compares events across the selected group of people. The people for this comparison are chosen with the use of custom filters. The custom filters can be created in the Custom Filter Editor (see ''tools-util-cfe'' ) that can be invoked by clicking the {{man button|Custom Filter Editor}} button. The resulting table produced by this tool can be saved as a spreadsheet.
=== Interactive Descendant Browser ... ===[[Image:interactivedes.png|right|thumb|200px|Fig. z.z Descendant Browser]] First you have to select a person or you start with the current Active Person. Click on the menu '''Tools-->Analysis and Exploration-->Interactive Descendant Browser'''. This tool builds a tree with the Active Person being the root. Children branch from their parents in the usual manner. You can click the {{man button|down}} or {{man button|>}} buttons to expand or collapse the nodes. Use this tool for a quick glance of a person's descendants.
The {{man tipbutton|1=Tip |2=Double-clicking on tree node Help}} button will bring up you to this page and with the {{man labelbutton|Edit PersonClose}} dialog allowing to view or modify you close the personal dataDescendant Browser window.}}
== Database Processing ==
=== Calculate Estimated Dates ===
[[Image:calcestdates.png|right|thumb|200px|Fig. z.z Calculate Estimated Dates]]
Click '''Tools-->Database Processing-->Calculate Estimated Dates...''' brings up a {{man label|Undo history warning}} window:
{{man warn|Undo history|Proceeding with this tool will erase the undo history for this session. In particular, you will not be able to revert the changes made by this tool or any changes made prior to it. If you think you may want to revert running this tool, please stop here and backup your database.}}
You then choose {{man button|Stop}} or {{man button|Proceed}}.
You will be presented with the {{man button|Calculate Estimated Dates}} window. This window has three tabs.
*Options:
**Filter: in the drop down menu you can select which portion of the database will be processed: you can also select the '''entire database''', '''Descendants''' of the Active Person, '''Descendant families''' of the Active Person, '''Ancestors''' of the Active Person, '''People with common ancestor''' with the Active Person, or any '''custom filter''' (see custom made filters).
**Filter Person: the Active Person is listed in this field, but click on the {{man button|Select a different person}} will bring up a {{man label|Select a person for the report}} window. This window shows a list of people you can choose from. Use the {{man button|down}} arrow or th {{man button|>}} to expand and collapse the nodes. In the table you will see for which persons no birth or death date is available.
In the left hand side lower corner there is a {{man label|Show all}} tick box. Clicking on this button will show all people in the database.
**Source text: in this {{man label|text field}} you can fill in the text that will be used in the source reference. Default value is: ''Calculated Date Estimates''.
Four tick boxes are available:
** Remove previously added dates
** Add estimated birth dates
** Add estimated death dates
** Display detailed results: will show details for every date entered.
*Config:
** Maximum age:
** Maximum sibling age difference:
** Minimum years between generations:
** Average years between generations:
=== Edit Database Owner Information ===
[[Image:dataowner.png|right|thumb|200px|Fig. z.z Owner Info]]
click '''Tools-->Database Processing-->Edit Database Owner information'''. This brings up the {{man label|Database Owner editor}} window, where you can fill in the needed info.
*Name:
*Adress:
*City:
*State/Province:
*Country:
*ZIP/Postal Code:
*Phone:
*Email:
=== Extract Information from Names ===
This tool searches the entire database and attempts to extract titles and nicknames that may be embedded in a person's {{man label|Given name}} field. If any information could be extracted, the candidates for fixing will be presented in the table. You may then decide which to repair as suggested and which not to.
=== Extract Place Data from a Place Title ===
This tool attempts to extract city and state/province from a place title.
=== Extract Event Descriptions from Event Data ===
Extracts event descriptions from the event data.
=== Find Possible Duplicate People... ===
[[Image:duppeople.png|right|thumb|250px|Fig. z.z Duplicate People]]
This tool searches the entire database, looking for the entries that may represent the same person.
You can access this tool via '''Tool->Database Processing...->Find Possible Duplicate People...'''.
Two options are available:
*Match Threshold: choose between High, Medium and Low from the drop down menu.
*Options: a check box to enable or disable the use of [[Gramps_3.0_Wiki_Manual_-_Tools#Use_of_SoundEx_module_in_GRAMPS|soundex]] codes.
Only three buttons are present: {{man button|Help}} brings you to this page, a {{man button|Cancel}} to stop processing and an {{man button|OK}} button to start processing the data.
If you hit the {{man button|OK}} button, the data will be processes in two passes.
Pass 1: building preliminary listsPass 2: calculating potential matches. A progress bar will be shown and depending the speed of the cpu and the amount of people in the database this can take some time. Finally a {{man label|Potential Merges}} window is presented. This tool searches window shows a list with three columns:*Rating: this gives you an idea of the entire databaseresemblance between the two people. The higher the ranking, looking for the entries higher the chance that may represent the same personpeople are duplicates.*First Person*Second Person If you select a row you can check the details with the {{man button|Compare}} button or you can double-click on the selected row. Three buttons are present: {{man button|Help}} brings you to this page, a {{man button|Close}} to close the window and a {{man button|Compare}} button to which brings up a {{man label|Compare People}} window which was explain in detail in the [[Gramps_3.0_Wiki_Manual_-_Entering_and_Editing_Data:_Detailed#Merge_People|Merge People Dialog]]. Here you can select with the radio buttons one of the persons and eventually use the {{man button|Merge and close}} button to merge the data if you find the two persons are duplicates. Hitting the {{man button|Cancel}} button brings you back to the list.
=== Fix Capitalization of Family Names... ===
[[Image:capnames.png|right|thumb|200px|Fig. z.z Fix Capitalization]]
This tool searches the entire database and attempts to fix the capitalization of family names. The aim is to have conventional capitalization: capital first letter and lower case for the rest of the family name. If deviations from this rule are detected, the candidates for fixing will be presented in the table. You may then decide which to repair as suggested and which not to.
You can use this tool via '''Tools-->Database Processing-->Fix Capitalization of Family Names...'''.
=== Rename Event Types ===
[[Image:changeventype.png|right|thumb|200px|Fig. z.z Change type]]
This tool allows all the events of a certain name to be renamed to a new name.
{{man warn|Undo history|Proceeding with this tool will erase the undo history for this session. In particular, you will not be able to revert the changes made by this tool or any changes made prior to it. If you think you may want to revert running this tool, please stop here and backup your database.}}The {{man label|Change Event Types}} window is presented. This tool allows will rename all the events of one type to a certain name different type. *Original event type: fill in the text field or use the drop down menu and select an original event type*New event type: fill in the text field (you can create a complete new type here) or use the drop down menu and select a new type The example shows a renaming of the '''Birth''' event to a '''Baptism''' event. Finally use the {{man button|Cancel}} or the {{man button|OK}} button. {{man warn|1=Renaming events|2=Once completed, this cannot be renamed to a new nameundone by the regular {{man label|Undo}} function.}}
=== Reorder GRAMPS ID ===
This tool reorders will change all the elements in the database to conform to the scheme specified in the database's prefix id's. You can change those settings in the '''Edit-->Preferences...-->ID Formats''' menu. You can use this tool via '''Tools-->Database Processing-->Reorder GRAMPS IDs according '''.{{man warn|Undo history|Proceeding with this tool will erase the undo history for this session. In particular, you will not be able to revert the defaults of GRAMPSchanges made by this tool or any changes made prior to it. If you think you may want to revert running this tool, please stop here and backup your database.}} The window will show a progress bar. In different steps following IDs' are reordered: Reordering People IDs', Reordering Family IDs', Reordering Event IDs', Reordering Media Object IDs', Reordering Source IDs', Reordering Place IDs', Reordering Repository IDs' and finally Reordering Note IDs'. In a next step unused IDs' are searched for and assigned. {{man warn|Custom IDs'|If you customized your IDs', all those setting are replaced by the default setting.So take care before you use this tool!}}
== Database Repair ==
This tool checks the database for integrity problems, fixing the problems it can. Specifically, the tool is checking for:
*Broken family links. These are the cases when a person's record refers to a family while the family's record does not refer to that person, and vice versa.
*Missing media objects. The missing media object is the object whose file is referenced in the database but does not exist. This can happen when the file is accidentally deleted, renamed, or moved to another location.
*Empty families. These are the family entries which have no reference to any person as their member.
*Parent relationship. This checks all families to ensure that father and mother are not mixed up. The check is also made that parents have different gender. If they have common gender then their relationship is renamed to "Partners".
=== Rebuild Reference Maps ===
This tool rebuilds reference map tables.
=== Rebuild Secondary Indices ===
This tool rebuilds secondary indices.
=== Remove Unused Objects... ===
This tool will search your database for pieces of information which are not connected to anything else, and then remove them.
== Debug ==
=== Reload Plugins ===
As the name suggests this unloads and reloads all the plugins. In the GRAMPS system all the Reports and Tools are plugins, so this can help flush unwanted settings and load new plugins which you've added to the system since GRAMPS started.
=== Show uncollected Objects ===
=== Generate SoundEx codes ===
==== SoundEx what is this? ====
This utility generates SoundEx codes for the names of people in the database. Please visit the NARA Soundex Indexing page to learn more about Soundex Indexing System.
The soundex is a coded surname (last name) index based on the way a surname sounds rather than the way it is spelled. Surnames that sound the same, but are spelled differently, like SMITH and SMYTH, have the same code and are filed together. The soundex coding system was developed so that you can find a surname even though it may have been recorded under various spellings.
First applied to the 1880 census, Soundex is a phonetic index, not a strictly alphabetical one. Its key feature is that it codes surnames (last names) based on the way a name sounds rather than on how it is spelled. It was to help researchers find a surname quickly even though it may have received different spellings.
Those doing census lookups must use the same method to encode surnames as the census takers did when they generated the database.
To search for a particular surname, you must first work out its code.
*'''Basic Soundex Coding Rule:'''
Every soundex code consists of a letter and three numbers, such as W-252. The letter is always the first letter of the surname. The numbers are assigned to the remaining letters of the surname according to the soundex guide shown below. Zeroes are added at the end if necessary to produce a four-character code. Additional letters are disregarded. Examples:
Washington is coded W-252 (W, 2 for the S, 5 for the N, 2 for the G, remaining letters disregarded).
Lee is coded L-000 (L, 000 added).
Number Represents the Letters
1 B, F, P, V
2 C, G, J, K, Q, S, X, Z
3 D, T
4 L
5 M, N
6 R
Disregard the letters A, E, I, O, U, H, W, and Y.
*'''Additional Soundex Coding Rules:'''
** Names With Double Letters: If the surname has any double letters, they should be treated as one letter. For example:
Gutierrez is coded G-362 (G, 3 for the T, 6 for the first R, second R ignored, 2 for the Z).
** Names with Letters Side-by-Side that have the Same Soundex Code Number: If the surname has different letters side-by-side that have the same number in the soundex coding guide, they should be treated as one letter. Examples:
*** Pfister is coded as P-236 (P, F ignored, 2 for the S, 3 for the T, 6 for the R).
*** Jackson is coded as J-250 (J, 2 for the C, K ignored, S ignored, 5 for the N, 0 added).
*** Tymczak is coded as T-522 (T, 5 for the M, 2 for the C, Z ignored, 2 for the K). Since the vowel "A" separates the Z and K, the K is coded.
** Names with Prefixes: If a surname has a prefix, such as Van, Con, De, Di, La, or Le, code both with and without the prefix because the surname might be listed under either code. Note, however, that Mc and Mac are not considered prefixes.For example, VanDeusen might be coded two ways:V-532 (V, 5 for N, 3 for D, 2 for S) or D-250 (D, 2 for the S, 5 for the N, 0 added).
** Consonant Separators: If a vowel (A, E, I, O, U) separates two consonants that have the same soundex code, the consonant to the right of the vowel is coded. Example:Tymczak is coded as T-522 (T, 5 for the M, 2 for the C, Z ignored (see "Side-by-Side" rule above), 2 for the K). Since the vowel "A" separates the Z and K, the K is coded. If "H" or "W" separate two consonants that have the same soundex code, the consonant to the right of the vowel is not coded. Example: Ashcraft is coded A-261 (A, 2 for the S, C ignored, 6 for the R, 1 for the F). It is not coded A-226.
==== Use of SoundEx module in GRAMPS ====
[[Image:Soundexcode.png|thumb|right|200px|Fig. x.y SoundEx code generator]]
Clicking via the Toolbar on '''Tools-->Utilities --> Soundex generator...''' you get the {{man label|SoundEx code generator}} window. In the {{man label|Name}} text field you can type in a name or you could use the {{man button|down }} arrow where you can should a name from the drop down list.
The name you put in can by any name even a name not present in your Family Tree.
The result is shown automatically: R236
A {{man button|Help}} button is available which brings you to this page. With the {{man button|Close}} button (or hitting <alt+c>) you close this generator window.
=== Media Manager... ===
[[Image:mediamanagerfinal.png|right|thumb|250px|Fig. z.z Final confirmation window]]
This tool allows batch operations on media objects stored in GRAMPS. An important distinction must be made between a GRAMPS media object and its file.
The GRAMPS media object is a collection of data about the media object file: its filename and/or path, its description, its ID, notes, source references, etc. These data '''do not include the file itself'''.
The files containing image, sound, video, etc. exist separately on your hard drive. These files are not managed by GRAMPS and are not included in the GRAMPS database. The GRAMPS database only stores the path and file names.
This tool allows you to only modify the records within your GRAMPS database. If you want to move or rename the files then you need to do it on your own, outside of GRAMPS. Then you can adjust the paths using this tool so that th media objects store the correct file locations.
If you click the {{man button|Forward}} button (or hit <Alt+F>) you will get a window with three radio buttons:
* Replace substrings in the path: Selecting this radio button will bring up a {{man label|Replace substring settings}} window where you can type in any string in the {{man label|Replace}} text field and the {{man label|With}} text field. At any time you can click on the {{man button|Cancel}} button or the {{man label|Back}} button. Clicking the {{man button|Forward}} button will bring up the {{man label|Final confirmation}} window.
* Convert paths from relative to absolute
* Convert paths from absolute to relative
=== Relationship calculator ===
=== Verify the Data... ===
[[Image:verifydata.png|right|thumb|250px|Fig. z.z Verify the Data...]]
This utility allows you to verify the database based on the set of criteria specified by you.
If you are OK with the criteria click the {{man button|Run}} button (or hit <Alt+R> and you will be presented with a {{man label|Database Verification Results}} window.
Depending on your criteria and your data a list will be shown. Some possibilities of findings are listed below. But there are others.
Double-clicking on a row will give you a possibility to view and or edit the data.
With the {{man button|Close}} button (or hit <Alt+C>) you close the {{man label|Results}} window.With the {{man button|Help}} button (or hitting <Alt+H>) you will get to this page.
For example, you may want to make sure that nobody in your database had children at the age of 98. Based on common sense, such a record would indicate an error. However, it is not a consistency error in the database. Besides, someone might have a child at the age of 98 (although this rarely happens). The Verify tool will display everything that violates your criteria so that you can check whether the record is erroneous or not. The ultimate decision is yours.
[[Image:cfe-df.png|right|thumb|150px|Fig.3.x Define filter]]
The Custom Filter Editor builds custom filters that can be used to select people included in reports, exports, and other tools and utilities. This is in fact a very powerful tool in genealogical analysis.
{{man note|1=Changes on filters |2=The changes made to the filters only take effect when you click the {{man button|Apply and close}} button.}}
This tool provides a temporary note pad to store database records for easy reuse. In short, this is a sort of the copy-and-paste functionality extended from textual objects to other types of records used in GRAMPS.
{{man index|Gramps 3.0 Wiki Manual - Reports|Gramps 3.0 Wiki Manual - Settings|3.0}}
[[Category:Documentation]][[Category:Plugins]]