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Installation To use Family Tree Maker (FTM), you must install it on your computer. You cannot run it from the CD-ROM. If you have a previous version, just install the new one over the old one. This will not harm your Files. When the CD is inserted, FTM may launch automatically. If it doesn’t: 1. Double click on “my computer” icon. 2. Double click the “CD-ROM drive” icon and double click the SETUP file Then simply follow the on-screen instructions to complete installation FTM opens automatically in the last file you were working on. To start a new tree, go to the File menu, select New family file and write the name. To navigate trough the tree, the program follows marital and paternal nexus (spouses & children). To go from one person to another click on the arrow beside his/her name. If the person is not visible in the family view, you may select the person from the Index of Individuals. You can see the tree as a Pedigree View by clicking the Pedigree button Important Aspects Input information format Ø Names: Must be written with the first letter capital in each word (Name Last-name). The last names in case of married woman should be the maiden names (her father’s last name). Ø Date Born - Died - Buried - Marriage: The format must be Day Month Year (15 February 1915). If you are not sure you can write Abt. 1915, Bef. 1915 or Aft. 1915 You can do also February 1915. Ø Locations: Write the place in English with the first letter in capital (City, Country) Ø If you have no information, leave it blank. If you do not know the name or last name, write a question mark depending on the case (? Last-name or Name ?) NEVER write 2 question marks. If the person married more than once click on the Spouse button located beneath the individual. From here you create a new spouse by clicking Create a New Spouse. You navigate to another spouse/relationship by selecting that spouse and clicking OK If you want to “marry” somebody with someone that was already included in the tree (in case of cousin’s marriage, for instance) look for one of the persons in the family view and form the People menu select Fix relationship mistake and then Attach spouse, a window opens where you select the person you want and click OK To erase a person from the tree, make sure the cursor is blinking on the person name, select from People menu Delete individual , FTM asks if we are sure, if so click OK
To add more information for each person click on the Pencil icon located beneath the individual, or to the left of the children. The Edit Individual window opens . Ø It is important to write the address, phones and e-mail of each person that you know, in order to be able to contact him later to ask for more information or notify if you find an unknown family. Ø ID numbers, date of Brit Milah, Bar/Bat Mitzva, Graduation and other interesting dates can be added here. You can always add a non-existing category by simply writing the name of the category. Ø If the person had a nickname, or was known by another name, you add it under the title This person is also known as (aka) in the linage section You can add photos or sounds by clicking the scrapbooks button. This w increase ill the size of the file, making it difficult to manage. To add pictures to Chart or Report they must be in the scrapbooks. Adding pictures to your tree charts: 1. Click the Tree Charts button on t he toolbar and select the type of tree you want . 2. Click the Items to Include button in the vertical toolbar on the right or go to the Contents menu and select Items to Include in each Box ... 3. Under Available Items in the left-hand column, select Picture/Object. 4. This open the Options dialog box, select the picture to display for each person and choose your preferred placement. Click OK to confirm all your selections. Adding pictures to your Family Group Sheet report: 1. Click on the Reports button on the toolbar, and select Family Group Sheet. 2. Click the Items to Include button in the vertical toolbar on the right or go the Contents menu and select Items to Include in Family Group Sheet … 3. Highlight the Standard Page item in the right hand column, click on Options and check the box for Pictures/Image. For more options about pictures click Options. 4. Once you have made your selections, click OK to confirm all your selections. Your selected pictures should now be reflected in your report. NOTE: If you select LDS format in Preferences you can’t include objects in your Group Sheets. Research By default, if you are connected to the Internet while working in FTM, the Web Search automatically searches Ancestry.com1 for more information on the people in your tree. When FTM found a likely match for your ancestor, it places a star on the Web Search button next to their name. At a glance you can see if there is any information that would help you. To disable this feature: From the File menu, choose
Preferences. Click on the General tab and in the Search section; uncheck the box Search online automatically when connected to the Internet. You can run the Web Search by clicking on the button next to a person’s name.
Working with Search Results Search results are stored on the Internet. An Internet connection is required to view Search Results. At the top of the search results window, you will see a series of filters. You can filter search results to show only those with a certain ranking or higher; the default is 3-star and up. Search results can be filtered by data collection or by their research status (Done, Merged, Ignore, Follow Up, etc.) In FTM 2006, you can m odify search criteria. C licking the Edit Criteria button allows you to search for variants on an individual's name or the event being searched. You need a subscription to Ancestry.com. Once you’ve identified the information you’d like to keep, you can add it to your tree. The Edit Individual button is available on the Search Results page or you can use the Web Merge wizard to incorporating the data. Regardless the method you choose, none of your existing information will be overwritten. FTM will automatically add source information. To disable this feature: From the File menu, choose Preferences. Click the General tab, in the Search section; uncheck the box labeled Include source information when merging online data. Sharing and Publication If you want to share your information with someone who doesn't have genealogy software, FTM provides methods for copying the information out of your file into formats others can use. If a curious relative wants some information about your family, export a tree or report that contains the information you want to share using programs that are already installed on most computers. Post the data on your homepage Every FTM user can create a homepage on FTM website. The Internet menu contains several options for working with your homepage. First establish an Internet connection, then, from the Internet menu, choose Add a Tree/Report to My Homepage. If you wish to share a book, from the Books menu, choose Publish a Book on your Home Page. Books uploaded in PDF format have a 10 MB size limit. Your homepage will be publicly available on the Internet. You can send the link to everyone and they can view the information you have posted. Eventually, as the page is added to search engines as Google may bring up your homepage as a search result. NOTE: The page is freely available to everyone. You should get the permission of living people in your file to post their personal information on your homepage. Save the view in a common format:
Most views have an Export option available in the File menu. The export options will vary based on the view you are in. To save a view in a common editable format: 1. Generate the report, tree, or book that you wish to share. 2. From the File menu, choose Export (name of view). A list of options available for that view appears on the sub-menu. 3. Select the option you wish to use. Ø PDF (portable document format): Viewed using Acrobat Reader2. Ø TXT (plain text): Viewed using any text editor or word processing Ø RTF (rich text format): Most word processors can view this file. Ø CSV (comma-separated values): Spreadsheet programs can view a CSV file. Reports that are set up in a tabular format (with rows and columns) can be exported to CSV format. Trees and books cannot be exported to CSV. 4. The Save dialog box appears, Select a location, give the file a name you will be able to recognize easily and click Save. Copy and paste into a program: Most views can be copied and pasted from FTM into another program, except for Books. I recommend using a program specifically designed for that kind of input - trees to graphic programs and text to word processors. To copy a view: 1. Generate the report or tree.. 2. From the Edit menu, choose Copy …. 3. Open a new document in the destination program, from the Edit menu, choose Paste and then Save. Export to GEDCOM (Genealogy Data Communication) format , which is universal and used to exchange information between any genealogy programs. 1. From the File menu, choose Export File and select Entire File. FTM displays the New Family File window. 2. Click the Save as type drop-down list and select GEDCOM (*.GED). 3. In the File name field, you can either keep the suggested name or type another name. 4. Click the Save in drop-down list and select the drive where you want click Save. 5. FTM displays the Export to GEDCOM dialog box. 6. Make your selections in the dialog box. Each of the options is described below. NOTE: If you are uncertain which settings to
use, use the default settings provided. Destination: This field allows FTM to check the requirements of the program that will read the GEDCOM file. The FTW type offers the most complete export. If the program you need isn’t listed select PAF. GEDCOM: Select Ve rsion 5.5. If you are exporting to PAF version 2.31 or earlier, select Version 4. Abbreviate Tags: Most programs use abbreviated tags so this is the best option. 7. When you are satisfied with the settings click OK. NOTE: You could lose some very specific information (new facts category) or any information that was not typed in Roman characters. Scrapbooks and Family Books are not included in GEDCOM. To obtain a plain ancestors tree, you must find the desired person and click the ancestors tree button. Make sure that in Contents menu the # of generations appears the highest number possible Creating a Custom Report 1. Click the Reports icon on your toolbar, and then select Custom. If you have used this report before, you may see a previously created report – we are going to change it. 2. From the Contents menu, select Items to Include ; in the dialog box, choose the items on the left that you would like to include in the report (name, death date, death location). Click OK. 3. From the Contents menu, select Individuals to Include. 4. Click on the button Individuals to Include; in the dialog box, first clear the names of any individuals that may appear on the right using the << button. 5. Click on the Find> button. In the drop-down list on the left, select Death location. 6. Type the name of the location you’re interested in and hit OK. 7. Click OK to view the report. The people listed should be the one that died in the location you typed. You can add another location by going through the same steps and add people that died in two locations. 8. You can save this report (File – Save report as), but if you add new people to your file after you create the report, you’ll need to rerun it. Creating an Alternate Facts Report If you ever want to review the facts that contain alternate data (such as different birth dates); you can generate an Alternate Facts report. Then you can select which facts to delete or keep until you verify which is correct. To create an Alternate Facts report: 1. From the View menu, select Report, then Alternate Facts. 2. FTM generates the report and displays it on screen.
NOTE: This information is based in Family Tree Maker® 2005/2006 edition.
You need to have an active Ancestry.com subscription and being logged on http://www.ancestry.com/ Adobe's Acrobat Reader http://www.adobe.com/products/acrobat/readstep2.html