GENP 3 features and how to use them
For a list of new features in GENP 3 see the Press Release here. The following explanations will be expanded to cover all the new features.
Tutorial - Add an image to an Individual
Tutorial - Add images to an Attribute
Most Recently Used (MRU) GenBase
Your cousin sends you a GenBase
'Check for Duplicates' Facility
It is possible for the icon indicating that there is media to show but no media is displayed in the Picture View.
This is because there is no Primary media but some Secondary media.
Adding media to an individual.
Step 1. Make the individual the focus.
Step 2. Menu Individual | Media.
Assuming that this is the first time you are going to add media then you will see the Media Manager with no media displayed.
Step 3. Menu Edit | Add Image.
You will see the Open dialog. Navigate to the file you want to use. Click the Open button.
Step 4. 'Media Choose Location' dialog.
You will choose External and GenBase, so that the image will be stored with the GenBase in a folder named Media.
Step 5. The row for this image will appear in the Media Manager.
Step 6. Click 'Show Links'.
Right click in the window that appears. From the 'Name Selection' dialog choose the individual. Their name record will appear.
Step 7. If this media is to be the Primary media then click the Primary check box.
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Tutorial - Add an image to an individual
This tutorial will instruct you in adding an image to an individual.
In the following example for John Doe the image you are going to use has been provided for you.
It is in the Media Library.
See 'JohnDoe_Image1.jpg'.
This image has the text "John Doe Image 1" superimposed on his likeness.
If you look at the menu Individual | Media you will note that the icon's backdrop is a white rectangle, indicating no media for John Doe.
If you click that icon the Media Manager is shown. No media for John Doe is displayed, as there is none to display.
You are now going to add the prepared image of John Doe.
Click the menu Edit | Add Image.
Navigate to where the image is in the Media Library. Click on 'JohnDoe_Image1.jpg'.
Click Open.
The 'Media Choose Location' dialog appears. You are going to add it to the GenBase. Click the radio button GenBase. Click OK.
The image is listed under the GenBase tab.
At this stage the image has been copied to your GenBase's Media folder. However it is not linked to John Doe.
Click on the check box "Show links". As expected no one is linked to this image.
We will now link the image to John Doe.
Right click in the region listing individuals who have media.
You will see the 'Name Selection' dialog. Choose John Doe.
You will see John Doe's name appear.
We want to make this image the Primary one - so there is one more step to do.
Click in the Primary check box. Exit the Media Manager.
You will see the image of John Doe in the Picture Form.
You will note that the Individual | Media icon will now have a representation of media in the icon's rectangular back drop. It is no longer white.
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Tutorial - Add images to an attribute
This tutorial will instruct you in adding two (2) images to the one (1) attribute.
You are going to use John Doe again.
The images you are going to use have been provided for you. They are in the Media Library.
See 'JohnDoe_Attribute1.jpg' and 'JohnDoe_Attribute2.jpg'.
The first image has the text "John Doe Attribute 1". The second image has the text "John Doe Attribute 2'.
Firstly add an attribute.
Whilst in the Main View. Right click and choose "Add Attribute". Choose an Attribute Type of Miscellaneous by clicking on the select button.
Look at the button just under this. It is the button labelled Media. There is an image in the button too which has a red cross through it.
This indicates there is no media for the Miscellaneous attribute.
Click on this button.
The Media Manager is now shown.
Down the bottom you will see the text "Attribute". The other text is disabled. There is no media shown for this attribute. This is as expected.
You are now going to add the prepared image 'JohnDoe_Attribute1'.
Click the menu Edit | Add Image.
Navigate to where the image is in the Media Libarary. Click on 'JohnDoe_Attribute1.jpg'. Click Open.
The 'Media Choose Location' dialog appears. You are going to add it to the GenBase. Click the radio button GenBase. Click OK.
The image is listed under the GenBase tab. At this stage the image has been copied to your GenBase's Media folder.
However it is not linked to the Miscellaneous attribute.
Carry out the same process for the image 'JohnDoe_Attribute2'.
You now have two images copied to your GenBase's Media folder. However they are not linked to the Miscellaneous attribute.
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You will now use the link menu item. This menu item works with Attributes and Sources.
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Click on 'JohnDoe_Attribute1'. Select Edit | Link. Click on 'JohnDoe_Attribute2'. Select Edit | Link.
Now Exit from the Media Manager.
You will now observe that on the Miscellaneous attribute the Media button's image has changed. The image no longer has a red cross through it. Click OK.
Your Main View will now indicate that the attribute Miscellaneous has media. There is now a tick in the media column.
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When opening a GenBase, the individual who was the last focus person will be the new focus person.
If the GenBase was closed, with no focus individual, then when reopened, a prior focus individual, if there was one, will be the new focus person.
Or put another way - restart with the last person.
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When your mouse hovers over the thumbnail view you will see an enlarged view of the resulting configuration.
To make the enlarged view disappear move the mouse over the enlarged view. Note - If the mouse isn't over the enlarged view to start with then move it so it is over the enlarged view.
You can finish viewing the enlarged view by swiping your mouse over the image, by keying ALT F4, by keying ESC, or by keying ALT C.
When your mouse hovers over a Configuration button you are shown the comment that was saved with the configuration. This will serve as a mnemonic of the configuration.
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You can now save report settings to a default file or any file you want.
When you first use a report there are no settings defined. When you click on the Settings button the choices you have made will get saved. When you next run the report those settings are loaded.
When you click on the More settings button you have the option to:
Save the current settings (and load them if you want to use them immediately)
Load existing settings.
Any loaded settings will also get loaded the next time you run the report. If you then click on the Settings button the choices you have made will get saved, and when you next run the report those settings are loaded. So the Settings button overrides the More settings button. A screen preview is only saved when you click the More settings button.
There is a hint on the More settings button. So if you hover your mouse over the More settings button a hint will appear that informs you of the name of the loaded settings file.
For example, save the settings for the Kinship report displaying one panel to a file 'Kinship_one_panel' and the settings for it displaying two panels to 'Kinship_two_panels'. Then in Configuration Control simply select the settings you want to reinstate.
If you save a configuration for two panels then the redisplayed order may be the reverse of what you intended.
For example, in 'Report of Individual - Plus' you may save the panel Sources over the panel Attributes. However when redisplayed they may appear as the panel Attributes over the panel Sources. There is no functional difference.
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Create and maintain lists of people. Easily add a focus person to a list.
The List Manager is at General | List Manager. The functionality to add an individual to a List is at Individual | List - Add. It is offen convenient to have these two functions beside each other. The following graphic shows them added to their own toolbar 
The button to add an individual to a List is followed by the button for the List Manager.
People in lists are colour coded. Report on the list into Excel, Word or other formats. Automatically add people to a list from a report. The people in your list can be from any GenBase. Export to Gedcom the people in a list. Jump to anyone anywhere from your list.
Adding individuals to a list
At any time you can add the focus person to a list just by clicking on the button List - Add. If there are no lists in the List Manager then the individual will not be added.
The active list
There are two ways to tell which is the active list.
1. Look at the List Manager and note the highlighted list. In the following graphic 
the active list is 'Favourite People'.
2. Hover the mouse over the button List - Add. You will see a hint such as in the following graphic 
which indicates that the active list is 'Favourite People'.
Output individuals to a list from a report.
To output all the individuals to a list it is necessary to view all the pages of your report for these reports:
Descendant Plus
The following reports do not include spouses in the list:
Narrative Descendants Indented
Narrative Register
Narrative Register (Modified)
Output individuals to a list from Query Manager
Please see the topic in Query Manager.
Adding a new list
Adding a new list is a 4 step process. Initially the List Manager will look like this:
Step 1. Click the button More. The List Manager will look like this:
Step 2. Click the button New. You will see the New List dialog:
Step 3. Key the name of the list you want to create. For example, "Favourite People". The filename gets automatically written for you. In most cases you will want to keep the same filename but you can change the name.
Step 4. Click Save.
Changing the contents of a list
You can delete an individual by firstly selecting an individual, then right click with the mouse and choose the menu item Delete. See also the section on Adding individuals to a list.
You can delete the whole list by clicking the button Delete. You can delete every person in the list by clicking the button Empty. To produce a report of the people in the list click the button Report.
If you change any data in the More section (eg. List Note, Color of Male) then to keep those changes click the Save button.
The data in the More section consists of:
o List Note
o Color of Male
o Color of Female
o Color of Unknown
o Advanced.
In the Advanced part you can choose which people in GenBases are to be displayed.
Jumping to a person
Firstly select an individual, then right click with the mouse and choose the menu item Jump.
When you specify the location of a GenBase you can now use an identifier in the path. For example, you many use the identifier "memstick" to specify the path to your memory stick or USB drive. This feature makes it easy to move the location of your GenBases.
How to use the Database Location Substitution feature in Preferences.
To add another row at the end of existing rows press the down arrow.
To add a row above the row you are on press Insert.
To delete an Identifier press Delete. To reverse that change - right click and choose menu item Undo.
To delete a whole row you firstly delete the Substitution then delete the Identifier. Then press the up or down arrow to place focus on another row. You should see that the row has disappeared.
There is one Identifier that is maintained by the system. This is the Identifier demo. If you delete its row the system will restore it.
If you delete the Substitution Location the system will restore it.
You can amend the Substitution Location if you need to.
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Most Recently Used (MRU) GenBase
A list of most recently used (MRU) GenBases is maintained. By clicking on the name of the GenBase that GenBase is reopened with the focus person being the last person you were working on before it was closed.dd
The menu Databases has as its last item a list representing the most recently used (MRU) GenBases.
For example, if you close the demonstration GenBase Keipert that name will become the first item in the list.
The maximum number of items in the list is 5.
In the above example, if Keipert was already in the list as item 3 then that item will disappear and the most recent event, that of Keipert being closed, will receive prominence, and become the first item on the list.
The list is not persistent from run to run.
Note - GenBases that are open when the program is exited do not get added to the MRU GenBase list.
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Your cousin sends you a GenBase
When you receive the data from your cousin copy it to its own folder. This will be a temporary folder.
The only data in that folder should be the data from your cousin. The data in that folder must not be compressed. ie. zipped. So the data must be uncompressed.
Lets say the GenBase was named Jones when your cousin was using it. You must use the same name Jones when you install it on your system.
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There are 11 statistical charts. These vary from Age Pyramid, Names in History to Places by Period.
Source of Data
The source of the charts can be a GenBase, Group of GenBases, List, Individual, Spouse or Both.
List
One thing to watch for when you select a list is whether a GenBase is automatically selected for you too. If it is then you will see the GenBase name highlighted.
If no GenBase name is displayed and you check "Only 1" then effectively no persons will be chosen to appear in your chart.
Group
Prior to Processing a Group you must have a GenBase selected.
Age Pyramid
Only deceased individuals are included in this chart. Also only male and female individuals are included.
The chart displays the numbers of males and females that died in 5 year periods.
So it might show that for the period of age 60-65 that 5 of the females in the population died but 10 of the males died. The number at the top of the chart is the number.
The lowest age period is 0 years up to but not including 5 years.
The highest age period (with an end date) is 110 years up to but not including 115 years.
People 115 years and older are grouped into the last period.
All things being equal there would not be any people in this period.
If you have people in this period it usually means that the recorded data for those people is not accurate.
If you only have males (with no females) or females (with no males) that are displayed then the pyramid looks more like a stack of horizontal bars than a pyramid shape.
Births by Month
This is based on the birth date. So if a person only has a baptismal date then this person will not be counted.
Places by Period
The chart shows a 500 year period.
The chart can display 1 to 10 of the most frequent places.
The default is 10.
The period selection goes up and down in 10 year intervals. The default end year is 2000. In 2011 the default becomes 2010.
You can choose to have the place name based on the Country field or State and Country fields etc..
What does a plot point of the year 1900 represent? This point represents the data aggregated from a 5 year period. For the year 1900 the 5 year period is 1 Jan 1898 up to and including 31 Dec 1902.
In the above graphic you can see that the chart Places by Period is selected and that a sample graphic of a typical report is shown. Below that panel is the panel Charts - Settings. The chart will be for the Period 1500 - 2000, it will Display the 10 most frequent places, and is Based on the field Country.
The above graphic shows places in an Italian database for the period 1490 - 1990, for the 10 most frequent places, and the fields Detail, City, County, State and Country.
Places
You can vary the chart by changing the selection in the Settings panel. You can choose to have the place name based on the Country field or State and Country fields etc..
In the above graphic there are 10 places displayed, based on the State field. The most frequent place is France which is mentioned over 1,000 times in the database.
Names in History
The chart shows a 500 year period.
The chart can display 1 to 10 of the most frequent names.
The default is 10.
Firstly the program works out the most frequent names during the period.
Note - this is not necessarily the same names over the whole GenBase which also includes those outside the period.
In the chart each name is colour coded and listed in the Legend.
The vertical axis gives the 'Individuals per Year' for a name.
Only people born after the start of the period are included.
People who died after the end of the period are included provided they were born within the period.
If your chart does not show any data then check that the Settings panel has the right period.
The period selection goes up and down in 10 year intervals. The default end year is 2000. In 2011 the default becomes 2010.
In the above graphic you can see that the chart Names in History is selected and that a sample graphic of a typical report is shown. Below that panel is the panel Charts - Settings.
The above graphic shows Names in History for a Welsh database. The period is 1150 - 1650 and it displays the 10 most frequent names.
Surnames
This chart displayes the 10 most popular surnames.
In the above graphic the data from a Welsh database is shown. The most popular surname Fychan has a count of over 700.
Given Names
This chart displays the 10 most popular given names. The default is based on all given names.
However you can choose to have the chart based only on the 1st given name or 2nd given name or 3rd given name. You can also choose which given name to base the chart on. For example, the 7th given name.
In the above graphic data from a Welsh database is shown. It depicts "all given names". The most popular given name Ieuan has a count of over 1,800.
Gender Distribution
This chart displays the number of males versus the number of females.
Deceased versus Living
This chart displays the number of deceased persons versus the number of living persons.
Marriage Distribution
This chart displays the number of married people versus the number of not married people.
Child Distribution
This chart displays the number of people with issue versus the number of people without issue.
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This reports lists the potential problems that may exist in a GenBase. You can easily include or exclude criteria.
Problems are listed against individuals. If an individual does not have any problems then they are not listed.
Problems are divided into three (3) areas:
General problems see Problems panel
Age problems see Problems-Age panel
Media problems see Problems-Media panel
If you have a GenBase open then that GenBase is preselected for you. However you can readily change the GenBase via the GenBase more button.
You can select all problems on all panels by clicking the Select All button.
You can deselect any selected problems on all panels by clicking the Deselect button.
In general there are a number of ways that problems can arise. In no particular order these are:
o Data in an imported GEDCOM was incorrect
o A program warning was overridden and suspect data was input. For example, Age Constraints on Persons tab in Preferences.
o Age Constraints on Persons tab in Preferences was changed sometime after data had been keyed.
o Incorrect data keyed.
General Problems Panel
Marriage date missing:
The program checks all marriages for the individual. If one or more dates are missing then that is a potential problem.
Birth date missing:
The program stores one birth date as the primary one. If this problem occurs then usually the 'Birth missing' problem also occurs.
Birth missing:
The program checks to see if there are any birth attributes.
Baptism date missing:
If there are any baptisms for the individual and one or more dates of baptisms are missing then that is a potential problem.
Baptism missing:
If your Genbase does not have many baptisms then this will be a common potential problem.
Death date missing:
The program stores one death date as the primary one. If this problem occurs then usually the 'Death missing' problem also occurs.
Death missing:
The program checks to see if there are any death attributes.
Burial date missing:
If there are any burials for the individual and one or more dates of burials are missing then that is a potential problem.
Burial missing:
If your GenBase does not have many burials then this will be a common potential problem.
Ermangarde of Anjou was married once. She was married at age 8 which is less than the default of 13 for 'Minimum age for female marriage'. Thus she will appear on the Potential Problems Report.
TopEbles Duke of Aquitaine was married twice. He was first married at age 11 which is less than the default of 18 for 'Minimum age for male marriage'. Thus he will appear on the Potential Problems Report.
Spell Checking includes Live Spell Checking, a Thesaurus, and a Spelling Options dialog.
These features are available from the following icons: 
These are for Spelling, Thesaurus and Spelling Options.
These features are available in the Text Editor which can be used to edit text in:
o Media Manager
o GenBase description
o GenBase Copyright
o Attribute memo fields
o Source memo fields.
By clicking the Spelling icon the program imediately starts to spell check your document. The spelling checker uses the default dictionary which is an American dictionary.
If you want to use another dictionary as your main dictionary or use an additional dictionary you will need to firstly click on the Spelling Options icon. Then go to the tabsheet Language. Then click on the button 'Locate Dictionaries'. Navigate to where the Spell folder is located. You should see choices such as:
o English (Australian)
o English (British)
o French
o German - Ghost Texter
o Neue deutsche Rechtschreibung
o Latin
o Spanish.
Check each dictionary that you want as an additional dictionary.
However, if you want to use another dictionary, as your main dictionary, choose the language from the 'Language settings' group box.
Other dictionaries are available, so ask us about those.
Spell Checker
When the spell checker runs it skips those words that are in the dictionary you are using, and are spelt correctly.
It will stop on an incorrectly spelt word and highlight that word in red. This is by means of the Spelling dialog. You can choose one of the Suggestions. You can click on the Options button to see the Spelling Options dialog.
Thesaurus
By clicking on the Thesaurus icon you will be shown the Thesaurus dialog. Currently the Thesaurus is an American thesaurus.
To use the Thesaurus you firstly need to have the cursor within the word you want to look up.
To do this either:
1) click with the mouse at the start of the word, or within the word, or highlight the word
2) click on the Thesaurus icon.
Spelling Options
By clicking on the Spelling Options icon you will be shown the Spelling Options dialog.
Previously we covered how to choose the dictionaries you want.
The Spelling tabsheet deals with the general options and situations in which it will ignore certain spellings.
The most important of these is to enable Live Spelling. This is the option "Show spelling erros as you type". It is enabled by default. This means that as you type your text the spell checker constantly checks each word. If it finds a word in error it will display a squiggly red line under the word.
The Undo button returns you to the previous word which was corrected, and changes it back to what it was previously. The option "Automatically correct spelling errors as you type" only works if you have Auto-Corrections.
Auto-Corrections can be made during Live Spell Checking when you right click on a misspelt word. They can also be made on the tabsheet Custom Dictionary.
This file, usually 'SYSU0001_AutoCorrect.adu' is written to the Spell folder.
The tabsheet Custom Dictionary enables you to 'Edit custom dictionary'. The default name is based on the user name. For most users this will be SYSU0001. So the custom dictionary name will be 'SYSU0001.adu'. This is written to the Spell folder.
Live Spell Checking
Provided you have enabled the option "Show spelling errors as you type" you will see a red squiggly line under the word.
We covered this topic in the section "Spelling Options".
When you first view the text: generally speaking you will not see the misspelled indiciation until you have keyed a character or highlighted some text.
Assuming you want to correct the misspelt text you can:
1) right click from within the word. You will see a pop up appear with suggested corrections, and other choices such as invoking the Spelling Checker
2) click on the Spelling Checker. This choice will take you back to the start of the text.
Suggestions Learning Dictionary
As you type words GENP's spelling checker 'learns' how you tend to misspell words. If one word is frequently misspelled as another, then GENP will remember this fact and will place the word at the top of the suggestions list for you.
To do this GENP holds your misspellings in a file. The name is based on the user name. For most users this will be 'SYSU0001_sp.adl'. This file is written to the Spell folder.
Attribute and Source memo fields
When you are editing Attributes and Sources you can use the Editor with memo fields. An example of a memo field is the Memo in a Birth attribute.
To edit the Memo you can either:
o use in place editing
o double click to use the Editor
o right click and choose menu item Editor.
Using the Editor. Please see the appropriate section in the Manual.
After exiting the Editor any changes you have made will be visible in the Memo. If you want to accept these changes click OK, otherwise click Cancel.
To exit the Editor either:
Topo click the X button at the top right hand corner
o press ALT F4.
(See the program Help file for more information.)
This manager allows you to query the data you have stored in your various GenBases. You can query against one or a Group of GenBases.
There are 21 official queries provided (as at version 3.05). You can write your own queries and base them on the official ones. The official queries are prefixed with the word GENP. For example, GENP_Indiv.
You can vary the logical tests and vary the fields that get displayed. The display then can be output to various formats such as Excel and HTML.
There is no need to learn specialised computer science query languages as the Query Manager hides all that complexity from you.
You can make your own queries based on the standard GENP ones. For example, choose GENP_IndivBirthPlace and then create IndivBirthPlace.
To do this click on GENP_IndivBirthPlace in the 'Available Queries' box.
Type the name IndivBirthPlace in the 'New Query' edit box.
Click the 'Save New' button.
You can not delete a standard GENP query. You can not save a new query commencing with the word "GENP".
The Search Fields are logically grouped together. For example, the EarlyDate and BirthDate are in the Indiv group.
To get correct results in the Grid you need to ensure that:-
There is at least one Search Field from a group represented in the Exported Fields list. For example, if the Exported Fields have fields from the Indiv and Name groups then there must be at least one Search Field from the Indiv group and at least one Search Field from the Name group.
Combinations of groups of Fields. You can combine Indiv and Media fields. You can combine Indiv and Name fields. You can combine Indiv and Place fields.
In this query GENP_IndivPlace there are 6 rows of output. This query has been run against the Keipert GenBase. Although there are 6 rows of output it pertains to only 5 people. Note - Jane Jones has two sets of places associated with her - the highlighted row and the 1st row.
Running a standard query
We are going to run the standard query GENP_Indiv. This query provides some basic details on the individual.
Choose menu General then menu item Query Manager.
From the Available tabsheet either click or use the down arrow to navigate to the row "GENP_Indiv". On the right hand side you will see the Description of this standard query.
Look at the Search tabsheet. The default GenBase selected is Keipert. You can change this by clicking on the More button and choosing another GenBase. We will leave the fields in the Fields tabsheet and the captions in the Captions tabsheet alone.
Click on the Grid tabsheet. The listing is now generated as a grid of data. There are 7 columns in the grid. From the left is RecNum (record number) then the Indiv (individual's name) etc. At the base of the grid is the number of Rows. You can click on the Report button (at the base of the grid) to export your data in various ways. Note that the Lists button is disabled. This means that you can not create a list from the grid data.
If you want you can change a search on a GenBase to that of a search on a Group. Go back to the Search tabsheet. Click the More button against the Group and choose Group DemoAll from the Group List dialog. Now click on the Grid tabsheet. Note that there are many more rows as individuals from each GenBase in the Group are now included.
Output individuals to a list
It is possible to output individuals to a list from a query.
To do this requires certain fields to be present in the Grid. What fields are required?
You need to ensure that the following 5 fields are in the list of Exported Fields on the Fields tabsheet:
Name [or variations]
RecNum (Record Number)
Sex
GenBase
GID (GENP Identifier).
Then you will be able to make a List. These 5 fields are the ones you see in any list in the List Manager.
There is some variation in the choice of the Name field. You can choose one of the following:
Name
Indiv
IndivSurname
SortSurname.
How do you know that the correct fields have been chosen?
Look at the Fields tabsheet. There should be a green tick against the question "Can I create a List from these Exported Fields?".
The standard query "GENP_IndivName" has the corect fields in its Exported Fields list. The following graphic shows the Exported Fields from the standard query "GENP_IndivName".
Note that the field Indiv (highlighted) has been chosen as the name variation.
The other indication that you have chosen the correct fields is that on the Grid the Lists button is enabled.
If you click the Lists button the individuals in the Grid are output to the default list for the Query Manager.
If you click the Lists More button you will see the List Manager. At the bottom of the List Manager you can choose to either Replace the items in an existing list or Add to the items in an existing list. Before adding you can create a New List.
Order Tabsheet
Introduced in version 3.05 is ordering of output data. There is a new tabsheet named Order to assist you in placing an order on the output data. You can choose to order data in ascending or descending order.
Ordering of data is optional.
When you edit the Order By fields ensure that after you have changed the sort order that the change has been made.
When you edit the sort order a small down arrow appears. This means you are still editing. Click in the field name column or another row for the editing to be completed.
Ordering is only enacted when the Order By checkbox is checked. You can quickly switch from ordering to no ordering by unchecking this checkbox.
The Order By checkbox is automatically checked when you add the first Order by field. The Order By checkbox is automatically unchecked when you delete the last Order By field.
A common use of ordering is to order the output on Record Number (RecNum). If you do this in ascending order then the output would be like record 1 followed by record 2 then record 3. If you do this in descending order then the output would be like record 3 followed by record 2 then record 1.
GENP can be installed on a memory stick or USB drive. Note - This is for GENP Platinum users only.
This means that you can run the program at a library of relatives house.
There is a new facility to easily point the program to the variable location of your databases. (See Location - Preferences.)
You must firstly register GENP Platinum that has been installed to your hard drive. You must register the program on the portable drive before moving the portable drive to another computer.
How to install GENP on a portable drive.
1. Create a folder on the portable drive. Say GENP.
2. When prompted by the installer to 'Select Start Menu Folder' check 'Don't create a Start Menu folder'.
3. When prompted to 'Select Additional Tasks' uncheck 'Create a desktop icon'.
4. Currently some dozen or so files are written to your system folder. eg. C:\Windows\System32\
You will be prompted for each file - Would you like Setup to overwrite it? Answer No.
5. To run the program double click on the program executable. For example, 'H:\GENP\GENP.exe' if the portable drive is your H drive.
How to uninstall GENP on a portable drive.
Use one of the following methods:
1. By using the Windows facility Add or Remove Programs on the machine that you installed GENP to the portable drive.
2. Run 'unins000.exe' in the root folder of GENP on the portable drive.
General Instructions
If you have a Preferences setting to automatically open a GenBase and you move the portable drive to another computer and the portable drive is assigned a different drive letter then you will see the message
SYSFDBGN, E, 007, Unable to open DB
You need to go into System Tables | Databases and change the location.
If you change the Report Language to say Spanish: Although the report itself will be in Spanish the report preview window's text will still be in English. To fix this you need to copy all the files in the folder RB to your system directory. Note - you may not have authority to make that change on the computer you are running on.
Another way to change the Location is to use the Database Location Substitution tabsheet in Preferences.
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This tool converts units of measure to another type. For example, metres to feet.
It is found at Tools | Conversion. Its icon is 
which is a representation of an area which can be adjusted for size.
Seven (7) types of measure are converted, each with their own tabsheet :
Area
Distance
Fuel
Mass
Temperature
Velocity
Volume
Take for example the Temperature tabsheet. To convert Celsius to Fahrenheit. You select Celsius from the 1st drop down box and Fahrenheit from the 2nd drop down box. Key 0 into the 1st edit box. This signifies 0 degrees Celsius. This is the temperature at which water freezes. The number to the right of Celsius changes to 32 which signifies 32 degrees Fahrenheit. Key 100 into the 1st edit box. This signifies 100 degrees Celsius. This is the temperature at which water boils. The number to the right of Celsius changes to 212 which signifies 212 degrees Fahrenheit.
Copy an individual or list to any GenBase. Filter the media that you want to copy.
The facility will not copy the individual when the destination is the same as the source. (That would mean two identical people.)
In the following graphic the individual Johannes Keipert from the demonstration GenBase Keipert is to copied to the GenBase IndivCopy. We have also selected to copy some media. In fact we want all of his media ie. both primary and secondary media.
After clicking the button Process you will see the Individual Copy Summary. In this case one (1) individual was copied for a total of one individual.
The above graphic is the usual Summary dialog seen. However it is possible to add individuals in a List. In that case the number of Individuals Copied will reflect the number of people in the list. It is possible that since a person was added to the list the person has been deleted from the GenBase, thus the count 'Not Present' will be increased. If the person is already in the GenBase then the count 'Duplicates' will be increased. If the person to be added is from the same GenBase then the count 'Same GenBase' will be increased.
The program works out the percentage match between everyone in a GenBase. You choose the threshold above which matches will be displayed. You can then choose to Compare individuals and see the Rationale for the match. The Rationale may be "Surname spelling identical, Birth date within 4 years, Death date within 6 years". You can then merge the two individuals.
The following graphic shows the Find Duplicates facility set to run against the demonstration GenBase Keipert. The default percentage of 55% has been chosen.
The result of running against a large GenBase is now shown. There are 874 rows in the grid. The results have been ordered on the last column "Match Percent" so that the greatest percentage match is shown at the start of the grid. The top row is for a Prince of England born in 1513 and another Prince of England born the next year.
You will see columns for:
Merged - a green tick indicates that you have merged the two individuals.
Individual 1.
Individual 2.
Match Percent - as well as the percentage as a numeral you will see a graphical rendition of the percentage.
You can widen the dialog. You can widen the columns too. For example, widen the Match Percent column to amplify the graphical percentage. Each of the columns can be sorted. Just click on its header.
Click the Compare button to see the two individuals listed side by side. (Alternatively double click on a row.) In this case the Rationale for the match is "Surname spelling identical, Given names spelling identical, Birth date within 1 year, Death date within 1 year, Same sex".
When the Compare button is clicked, a number of messages may be shown in a dialog:
Note - The individuals have an Overlapping Lifespan. They do not have a Common Lifespan. If Merged only some of the Duplicate's attributes will be retained. The rest will only be preserved in a Note.
Note - The individuals have a Different Lifespan. They do not have a Common Lifespan. If Merged the Duplicate's attributes will only be preserved in a Note.
As well as seeing the Primary and Duplicate individual you will see towards the bottom of the dialog, in a memo, the Rationale for the match. These phrases give the fundamental reasons accounting for the percentage match.
The Rationale used is based on factors such as:
Surname
Given names
Birth date
Death date
Sex.
You can switch the individuals if you want by clicking on the Switch button. To merge them click the Merge button.
Note - It is possible for the same individual to be reported in the Indiv 2 column. This means that this person is a candidate to be merged with diffrerent individuals in the Indiv 1 column. If you merge this individual and try to merge the same person again no actual merging takes place but the Merged column will have a green tick against this row.
'Check for Duplicates' Facility
When adding a new individual you can choose to Check for Duplicates. The program searches the database to see if a similar individual is already in the database. The criteria for the search can be changed in Preferences.
The video 'First Steps - Add your first person' shows the Check for Duplicates facility in action after a person has been added.
This is the dialog you will see after a person has been added:
The default is always to check for duplicates. If you want you can choose - Do not show this dialog again. This means that from now on duplicates will be always checked for. (If you had chosen to not check for duplicates then from now on duplicates will not be sought.) You can make the dialog reappear - see how this is done further on in this section.
If the program does not find any duplicates then you will see the message - There were no duplicates found.
In the following graphic you can see that the program has found a duplicate. We were adding the person J Doe and the program found Jane Doe. The two people are very similar. For example, the same birth date and the same death date.
To investigate further click the Compare button. (Alternatively double click on a row.) You could choose to - Save new person. You could choose - Do not save new person. You would choose the latter if the new person you had just keyed was a duplicate.
The above graphic shows the Compare dialog. The two people are displayed. The person you have just keyed is the Primary person. The person already in the GenBase is the Duplicate person. This is your chance to compare the two. When you Exit you will return to the Check for Duplicates Facility.
In Preferences you can select the criteria for a match in the Check for Duplicates Facility.
The default criteria for a match are:
Surname where the surname is identical
Birth date within 5 years.
In the above graphic you can see that the defaults have been selected. You can also check Restore 'Check for Duplicates' dialog. This will make the Check for Duplicates dialog reappear.
This facility allows for the straight forward setting up of a new GenBase.
(The video 'First Steps - Make your first database' demonstrates how to use this facility.)
It is found under the menu Databases | New.
This wizard makes it very easy to set up a new GenBase. It will guide you in naming the GenBase, specifying an optional Theme, and selecting the Location.
At any time you can view the Web Video Tutorial. To do this hover the mouse over the web address 'www.genp.com.au' so that it changes to become underlined. Then click the web address. Provided you are connected to the Internet, your browser will show the web page for the video tutorial on First Steps - Make your first database.
This facility enables you to match and then merge individuals together. It even works across a Group of GenBases. You can Find Matches by matching on an individual, the spouse, both, a List, or a GenBase. You then compare with a GenBase, a List, or a Group of GenBases. You then specify the criteria for a match. For example - surname. The Match List displays possible matches. You will then see the two individuals on a Compare Individuals dialog. The facility performs all the tiresome work of merging the individuals for you.
Before you use the Match Merge Facility it is recommended that you back up any GenBases that may be affected.
Also the question you need to answer is - Would linking achieve the same result in an easier manner?
This is what the facility looks like when selected with the demonstration GenBase Keipert and focus individual Gertrude May Keipert.
There are three (3) tabsheets:
Match On
Compare With
Criteria
Match On Tabsheet
The spouse is chosen based on the individual. In the above case Gertrude May Keipert does not have a spouse. Therefore you can not match on a spouse and Spouse is disabled. Because she does not have a spouse you can not match on both of them therefore Both is disabled. If there is more than one spouse of the individual then the spouse displayed on the Family View will be the one displayed.
For a List. If a list has been previously selected in the List Manager then the name of the list will be displayed.
What GenBase is displayed as the default for the list? The program tries to make it the GenBase of the chosen individual. If not then another GenBase in the list.
When you change a List its associated GenBase is automatically chosen if a GenBase in the List is the same as the individual's GenBase.
Compare With Tabsheet
The following graphic shows the Compare With tabsheet.
You can compare with a GenBase, a Group of GenBases, or a List. (If we were to choose the Keipert GenBase then the following graphic will show the matches.)
Criteria Tabsheet
In the above, no criteria has been checked so the Match List would be empty. If we were to check Surname (Spelling identical) then the following graphic will show the matches.
Match List
The Match List dialog can be expanded sideways if required.
It is obvious that choosing a match where the only criteria is Surname has resulted in too many matches. You would then go back and add some more criteria so that the list of matches is shorter.
To investigate further click the Compare button. (Alternatively double click on a row.)
When the Compare button is clicked, a number of messages may be shown in a dialog:
Note - The individuals have an Overlapping Lifespan. They do not have a Common Lifespan. If Merged only some of the Duplicate's attributes will be retained. The rest will only be preserved in a Note.
Note - The individuals have a Different Lifespan. They do not have a Common Lifespan. If Merged the Duplicate's attributes will only be preserved in a Note.
Compare Individuals
By comparing the individuals in this case it is obvious that we have two different individuals. For a start their sex is different and they were born more than one hundred years apart. (In this example we got the message - The individuals have a Different Lifespan...)
Click the Merge button to merge the two individuals. When the Primary and Duplicate individuals are merged all the joins and links of the Primary are retained. For example, if the Primary individual is married then that marriage join is not broken. However, the joins and links of the Duplicate individual are not retained except in the following situations:
The Match Merge facility can now preserve the child joins of the Duplicate individual provided that the Primary and Duplicate are in the same GenBase and the same Sex.
Also preserved are the parent joins of the Duplicate individual provided that the Primary and Duplicate are in the same GenBase.
As much as possible, all additional data from the Duplicate, is added to the Primary. For example, a different birth date is added as a secondary birth date for the Primary. For example, a different name is added as a secondary name for the Primary.
When a Duplicate is merged into the Primary individual the guiding principle is to preserve all the attributes of the Duplicate. Furthermore, the attributes transfer as secondary attributes whether they originate as secondary or primary attributes in the Duplicate individual.
An example will illustrate this. Say the Duplicate individual has a primary anecdote. When merged the primary anecdote will become a secondary anecdote on the Primary individual.
If the sex of the Duplicate is different from the Primary the Primary sex is preserved. Similarly for RecNum (record number), GID (GENP Identifier) and GenBase.
If data has to be changed then a Note attribute is created with those details.
How are dates dealt with? As previously stated the guiding principle is to preserve all the attributes of the Duplicate. However this can not be done when a date is outside the range of dates of the Primary individual. The range of dates has endpoints given by the Early Date and Late Date. If a date is outside this range then that attribute's details are written to a Note attribute. For example:
Previous data:
Birth date 10 Dec 1822
Birth place London
An irregular date on the Duplicate individual is considered to be outside the lifespan of the Primary individual.
After merging you will need to check each Primary person. It may be necessary to delete unwanted attributes.
Any Sources and Repositories in the Duplicate are not deleted. You may need to manually delete them if required.
Dates in media records are not changed.
There is a class of exceptions to the rule about not merging attributes outside the lifespan of the Primary person. This is for the Name-Var (name variation) attribute type. If we find a date in this attribute outside the lifespan we modify the date to be the Early Date. A note to that effect is output to the Note attribute. The line in the note will read:
"Attribute Name-Var with Date x modified to y"
Consider the case when the Primary individual's lifespan was 1900 - 1950. However the Duplicate individual's lifespan was 1901 - 1951. He died on 3 Feb 1951. This event is outside the Primary individual's lifespan. The line in the note will read:
Attribute Death with date 3 Feb 1951 modified to 1950
The following graphic depicts some common situtations with respect to lifespans.
Gedcom Export Wizard using a List
Choosing a List
This option works best when all the individuals in the list are from the GenBase you have chosen on the GenBase tabsheet. For example, this option will only copy Repositories and Sources from the GenBase you have chosen on the GenBase tabsheet. When the GEDCOM is output it will have data pertaining to the GenBase you have chosen. So if you chose the demonstration Keipert GenBase then data output will include the GenBase notes on Keipert.
The only people ouput are those from the GenBase you have chosen on the GenBase tabsheet. All others are ignored.
Choosing a Selected List
The people are output in the order you have arranged them in the file. (See the manual for further information.)
This facility is found via menu Help | Check for Updates. This facility connects to our website and lets you know if you have the most recent version of the program or if there is a more recent version available.
The following graphic shows the dialog that first appears. At the bottom of the dialog is a status bar which will display the website address which the program is interrogating.
Displayed on the following dialog is the message "You are using the latest version". This means that you are running the latest version of the program.
If you see the message "The version status is not available" then this could be due to a number of factors. For example, your computer is not connected to the internet.
If you see a message like "You are not using the latest version which is 3.04. Please upgrade" this means that you are running an earlier version than 3.04. You can then arrange to download the latest version.
This facility is found via menu Help | Send Feedback. This enables you to send us feedback on a bug, problem, suggested improvement or requested feature.
Firstly chose a Feedback Type such as General Comments. Secondly in the Comments memo field type your detailed comment. Thirdly add your name.
Then click the Send button to start your email program. (If the Send button is disabled then you probably haven't chosen a Feedback Type.)
This tool starts working whilst you have a person on your screen. It uses that person to work out whom the relationship is from and the person the relationship is to. It is found via menu Tools | Relationship.
Of course you can change the people in the calculator. It supports GenBases that are linked and enables you to color code various linked GenBases. You can see the Relationship Path and discover if there is more than one relationship. For example, when cousins marry.
The following graphic shows what the tool looks like when selected with the demonstration GenBase Keipert and focus individual Gertrude May Keipert. The program has selected Heinrich Johann Keipert as the "to" person. In other words the person to whom the relationship will be calculated. The dialog is minimized. Click on the Relationship Path button to maximize the dialog.
The following graphic not only shows the dialog in its maximized state but the result of clicking the Process button.
The relationship between Gertrude May Keipert and Heinrich Johann Keipert is that Gertrude May Keipert is the daughter of Heinrich Johann Keipert.
You can click the Switch button to switch Gertrude and her father. If you did this the relationship would be - father. That is Heinrich Johann Keipert is the father of Gertrude May Keipert. You can click the Find more button to see if there are any more relationships between them. You can limit the number of generations that the program will check - the default is 20 generations. By clicking the Settings button you save your choices eg. limit of generations, colors. The next time you use the tool the settings are restored.
The Advanced group box allows you to Follow linked individuals. If you have linked from one GenBase to another and wish to follow the relationship path from GenBase to GenBase then check this setting. It is possible that the "from" and "to" individuals are in different GenBases but not directly linked. In other words there is a Bridging GenBase through which the relationship path runs. If you check Allow Bridging GenBases then the program will check for these kind of relationships.
The default color for the people in the path is black. If the "to" person is in a linked GenBase then the default color is blue. People in Bridging GenBases are colored pink. Having different colors ensures that the links are clearly seen.
Stores and displays the people as you move around your databases. Click on a person to jump to them, regardless of the database they are in. You can see the history list in the History dialog or in the main menu or in the sidebar. Using Preferences you can tweak how the history list is maintained, even changing how many items are kept. It supports GenBases that are linked by showing a View Individual dialog so you can, for example, choose to see the person on a new view.
In Preferences tabsheet History | Bookmarks you determine if you want to collect history data by checking 'Collect History data'.
History Events occur when you see a new focus person in the Main View or choose a new focus person for a report. If a person is chosen who was the last person added to the history list then that person is not added to the list. (If the person was added to the list then there would be the same person repeated.) You can choose to vary the number of events in the history list by changing the "Maximum size of list".
The following graphic shows the History tab in the Views bar. The last person in the History list is seen at the top - Gertrude May Keipert in GenBase Keipert. The person added before that is Johannes Keipert of the same GenBase. He is seen directly underneath Gertrude May Keipert. Click on any person to jump to them.
Menu Options | History is another representation of the History list. Click on the person's row and then click OK or double click on the person's row to jump to that person. You can delete a person from the History list by firstly clicking on the person's row then clicking the Delete button.
After choosing the person from the History list you will see the View Individual dialog. The default is always Use open GenBase. If you want you can choose - Open new instance of GenBase. In this case another screen will open. If you want you can choose - Do not show this dialog again. You can make the dialog reappear in Preferences. (Choose Restore 'View Individual' Dialog.)
As the History list stores people from any GenBase it is easy to jump to anyone anywhere.
Stores and displays people that you want it to recall. This means you can be selective in whom you store. It has 10 fixed bookmarks that have their own keymaps, plus a variable number of bookmarks. Access the Bookmarks via its dialogs or keymaps. Also see the Bookmarks on the sidebar or the main menu. With a few key presses you can recall a stored bookmark.
In Preferences tabsheet History | Bookmarks you determine if you want to store bookmark data by checking 'Collect Bookmark data'.
You can choose to vary the number of stored bookmarks by changing the "Maximum size of list".
The following graphic shows a part of the Bookmarks tab in the Views bar. There is only one bookmark visible in this graphic. Against the number 0 is Gertrude May Keipert of the Keipert GenBase. This means that bookmark 0 will jump to her.
Menu Options | Bookmarks is another representation of the Bookmarks list. Click on the numbered row and then click OK or double click on the numbered row to jump to that person. You can delete a person from the Bookmarks list by firstly clicking on the numbered row then clicking the upper Delete button.
You can also select a row then click the upper button 'Bookmark focus person' to assign a person to a bookmark.
In the above situation where Gertrude May Keipert has been assigned to bookmark 0 you can use the keyboard keys CTRL 0 to jump to her. If she had been assigned to bookmark 8 for example, you could use the keyboard keys CTRL 9 to jump to her.
You can use the lower button 'Bookmark focus person' to add people to the lower grid. You can delete a person from the lower Bookmarks list or grid by firstly clicking the row then clicking the lower Delete button. You can jump to a person in the lower grid by firstly selecting their row then clicking the OK button at the base of the lower grid.
After choosing the person from the Bookmarks list you will see the View Individual dialog. The default is always Use open GenBase. If you want you can choose - Open new instance of GenBase. In this case another screen will open. If you want you can choose - Do not show this dialog again. You can make the dialog reappear in Preferences. (Choose Restore 'View Individual' Dialog.)
As the Bookmarks list stores people from any GenBase it is easy to jump to anyone anywhere.
Start the program with your preferred GenBase and individual. The program remembers the last GenBase you had open with an individual viewable. Alternatively specify what GenBases and what individuals you want. Multiple databases are easy to specify.
In Preferences tabsheet Misc. you specify how you want the program to startup on the next run.
On the above graphic the user has checked 'On startup reopen GenBases'. Thus one of the following choices will be used. The user has selected 'Last used with individuals'. This means that the GenBases and the focus individuals in those GenBases when the program is closed will be remembered.
If the choice was 'Last used' then the GenBases when the program is closed will be remembered. You can choose 'GenBases with individuals' and specify the specific GenBases and focus individuals via the 'GenBase List with Individuals' dialog. You can choose 'GenBases' and specify the specific GenBases via the 'GenBase List' dialog.