User Guide

MacFamilyTree 6

User GuideVersion 6

Documentation: Gero Baier

Installation_________________________________________________About this guide! 8

___________________________________________Color-coded paragraphs! 8________________________________________Our intention with this guide! 8

___________________________Installing and uninstalling MacFamilyTree! 9____________________________________________________Registration! 10

___________________________________________Update MacFamilyTree! 10

First steps with MacFamilyTree_____________________First launch without any previous family tree file! 12

________________________First launch with an MFT4- or a GEDCOM-file! 15__________________________________Opening a MacFamilyTree 5/6 file! 16

Edit entries____________________________________________________Basic steps! 18

____________________________________________Enter the first person! 18__________________________________________________Enter parents! 19__________________________________________________Enter siblings! 21__________________________________________________Enter partners! 21

_________________________________________________Unmarried couples! 21_________________________________________________________Spouses! 21

__________________________________________________Enter children! 22__________________________________________________Biological children! 23

______________________________________________________Step children! 23___________________________________________________Adopted children! 24

_______________________________________________________Half siblings! 24_________________________________________________Delete Persons! 25

________________________________________________Edit person data! 25_______________________________________________Events and Facts! 25

________________________________________________Store media files! 27____________________________________Assign image areas to persons! 28

_______________________________________________Additional names! 30

User Guide MacFamilyTree 6

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________________________Determine an event locationʼs geo-coordinates! 30_____________________Connect persons already stored in MacFamilyTree! 31

_________________Assign falsely connected children to their actual parents! 32_______________Reassign falsely assigned partners to their actual partners! 33

________________________________Convenience features in the editors! 34_________________________________________The Quick Navigation Bar! 34

___________________________________________________The Tool Bar! 35________________________________Working with lists in various palettes! 35

___________________________________________________Hide palettes! 36____________________________________________Show hidden palettes! 36

___________________________Arrange palettes according to your wishes! 37____________________________________________________Bookmarks! 37

_______________________________________________________To Dos! 38____________________________________________________Add new To Do! 38____________________________________________________Work off To Dos! 39

____________________________________________Add To Dos automatically! 39

________________________________________________________Places! 40___________________________________________Searching Coordinates! 40

__________________________________________________Merge Places! 40___________________________________________Database Maintenance! 41__________________________________________Find Person Duplicates! 41

______________________________________________Adjust Date format! 42

Sources_________________________________________When do I use sources?! 45

___________________________________________________Add sources! 45_____________________________Assign a media file to multiple sources! 46

___________________________________________________Edit Sources! 47___________________________________________________Use Sources! 47

Online research and collaboration_______________________________________________FamilySearch.org! 50


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___________________________________________________Preferences! 50_______________________________________________________Register! 51

________________________________________________________Log in! 51_________________________Include person data from the online database! 52

____________________________________Check potential matches & updates! 52_______________________________________Person Search on FamilySearch! 55

________________________________FamilySearch data in the Persons Editor! 56______________________________FamilySearch data in the Family Tree Editor! 56

_________________________________Upload data to the online database! 58____________________________________________________Web Search! 58

Views______________________________________________________In general! 61

___________________________________________________Adjust charts! 61____________________Change the number of generations being displayed! 61

_____________________________________________Adjust color scheme! 62_______________________________________Show and hide event types! 62

_________________________________Align chart horizontally or vertically! 62______________________Narrow down Statistics to a limited period of time! 63

___________________________________________________Saved Views! 63____________________________________________________Edit charts! 63

__________________________________Save the currently displayed chart! 64__________________________________________________________Print! 64

______________________________________Virtual Tree and Virtual Globe! 64___________________________________________Print on multiple pages! 64

__________________________________Print a comprehensive family tree! 67____________________________________________________Virtual Tree! 68

_______________________________________________Hour Glass Chart ! 68_________________________________________________Ancestor Chart ! 69

_______________________________________________Descendant Chart! 69_______________________________________________________Timeline! 69

______________________________________________________Statistics! 70


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______________________________________________________Fan Chart! 70______________________________________________Relationship Chart! 70

___________________________________________________Virtual Globe! 70

Reports______________________________________________________In general! 72

_________________________________________________Saved Reports! 72_________________________________________________Adjust Reports! 72

________________________________Show and hide World History events! 72__________________________________________________Define own events! 73

_____________________________Activate custom events in the Person Report! 74

_________________________________________________Blood Relatives! 74__________________________________________________________Print! 74

__________________________________________________Person Report! 75____________________________________________Family Group Report! 75

_________________________________________________Kinship Report! 75________________________________________________Narrative Report ! 76

__________________________________________________Places Report! 76__________________________________________________Events Report! 76

_______________________________________Distinctive Persons Report! 76_______________________________________________Birthdays Report! 77

___________________________________________List of Persons Report! 77____________________________________________Marriage List Report! 77

Preferences________________________________________________General Settings! 79

____________________________Import images in the best possible quality.! 79__________Switch Man/Woman to Partner 1/Partner 2 in the Families Editor! 79

_____________________________________________Auto text completion! 79___________________________________________________Date formats! 80

__________________________________________________Name Formats! 81


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Exchange data_____________________________________________MacFamilyTree.com! 83

___________________________Initial registration with MacFamilyTree.com! 83_______________________________________Log in with your user name! 84

______________________________________________________MobileMe! 85_____________________________________________Your own webspace! 85

____________________________________________Insert GEDCOM data! 85_______________________________________________________Append! 86

________________If your partner was in your own tree and in the GEDCOM file! 86__________If your partner was only in the GEDCOM file, not yet in your own tree! 88

________________________________________________________Merge! 89_____________________Import a GEDCOM file including linked image files! 90

________________________________________________GEDCOM Export! 90_______________________________________Export the entire family tree! 91

______________________________________________Export partial trees! 92____________________________________The iPhone - MobileFamilyTree! 94


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1Installation


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About this guideThis User Guide offers some specialties youʼll notice while working with it. Please read the following section to use it most effectively:

Color-coded paragraphsMacFamilyTree 6 introduces a completely rethought navigation in the left-hand column. The single features are sorted into the categories Edit, Views, Reports and Export which helps you orient yourself much easier, while at the same time each feature is represented by a larger icon, making it easier to read.Simply click around MacFamilyTreeʼs features a little and become acquainted with the provided tools. Each category is marked in a unique color - purple in the Edit pane, Views are green, Reports are yellow and Export is colored red. This guide shows exactly these colors to the left of each paragraph, along with the buttons in the order you need to click them if you want to use the described feature.

In this example, click the pen icon, then the brown family tree icon. MacFamilyTreeʼs left-hand column should be colored purple now to proceed with the steps described.

Our intention with this guideYouʼll profit the most if you read this guide completely once and try every step described. Each workflow should be comprehensible on its own, though, in case you only need to look up this one single workflow.Our aim is to help you understand the basic concepts well enough so you wonʼt hesitate to start exploring the rest on your own. If any questions remain unanswered even then, please contact us via the support form on our website:

www.synium.de


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http://www.synium.de

http://www.synium.de

Installing and uninstalling MacFamilyTreeAfter downloading the installation archive (“.dmg” suffix), double-click it. This installation window will open:

Please drag and drop MacFamilyTree (the top-left tree icon) into your Applications folder. This is required to ensure reliable operation. If, instead, you open the installer archive every time youʼd like to do genealogy work and launch MacFamilyTree from inside the installation window, countless problems may occur that we canʼt prevent. If youʼre hesitant to copy MacFamilyTree into your Applications folder, maybe this will put your mind to rest: In case you intend to ever uninstall MacFamilyTree, thereʼs merely five files to delete, after that, itʼs like it had never been installed:

MacFamilyTree in your Applications folder

The „com.synium.MacFamilyTree.plist” file in “Your User Folder” - Library - Preferences

The „com.synium.macfamilytree.LSSharedFileList.plist” file in the same folder

Your family tree database file

The installer file you downloaded from our website.


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RegistrationAll purchases are handled by our distribution partnerʼs web shop system. On our website, please click the top-right “Buy Now” button and follow the instructions given in the process. A regular version is available, as well as a discounted upgrade license which is only valid if you purchased a previous version of MacFamilyTree. After the purchase, youʼll receive an e-mail containing your MacFamilyTree 6 serial number. In case you lost your MacFamilyTree 5 serial number, please contact us via the support form on our website.

The serial number unlocks the demo restrictions in the free demo download so you donʼt have to reinstall. As long as MacFamilyTree hasnʼt been unlocked, it will show a dialog window each time you launch it, asking you to enter a serial number. Please copy your entire number in this text field and confirm. No additional registration with us is required.

Update MacFamilyTreeMacFamilyTree 6 comes with an automatic updater. Whenever you launch MacFamilyTree, it will automatically check for updates and inform you of any feature improvements or maintenance releases. With just a handful of mouse clicks, the new version is downloaded, installed and relaunched. Follow the instructions given in the updater window.

Please enter the entire number which is similar to the following pattern, including all hyphens and „SYN-MFTR”:

SYN-MFTR-1234-1234-1234-1234-1234-1234-123Please be careful not to add any blanks neither up front nor at the end.


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2First steps with MacFamilyTree


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First launch without any previous family tree fileSo youʼve never worked with any genealogy application before or if you have, you know the basics but do want to learn how to use MacFamilyTree. When you first launch MacFamilyTree, thereʼs no data to import - instead, you make a fresh start. Of course, later on, you may import data you get from friends and family, but that is not your starting point.If this doesnʼt apply, please refer to the corresponding sections describing first launch with a GEDCOM file or with an old MacFamilyTree database file.After launching MacFamilyTree, youʼll be welcomed by the startup window. Youʼll need to create a family tree database file first which will hold your genealogy data.

1. Click “New Family Tree…”

2. The main window will open.


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3. Choose “Save as…” from the File Menu:

4. Save your family tree, preferably in your Documents folder. Thereʼs no need to keep it on your Desktop for quick access. All previously opened files are listed in the startup window, simply choose your file from the list.

5. Enter a file name, we suggest you use the family name as title.

6. In the MacFamilyTree menu, click “Preferences…”

7. The Preferences window will open.

8. Activate Auto Save in the Auto Save pane.


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Thanks to the Auto Save, you can be confident not to lose more than a few minutesʼ worth of work if your Mac automatically reboots due to a power outage or a spike in the power outlet.

Please donʼt underestimate the importance of regular data backups. You can burn the database file to a CD at any time, store a copy on a USB thumb drive or an external hard disk. The database has the “.mftsql” suffix and can easily be found in your Documents folder if you followed our suggestion.There is no way of replacing data once itʼs lost. Neither exporting your data as a website, nor syncing it with the iPhone or exporting a GEDCOM file is a substitute for your actual database file.


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First launch with an MFT4 or a GEDCOM fileGEDCOM is the sole universal data exchange format for genealogy data supported by most of the existing applications on the market today.In case youʼre a previous MacFamilyTree 4 user, that version used to save its data directly in the GEDCOM format (with the “.ged” suffix). If youʼd like to start your own work based on a relativeʼs research, please make sure you receive that data in the GEDCOM format.

1. In both cases, choose “Import GEDCOM File…” in the startup window.

2. A file selection dialog window will open.

3. Browse to the GEDCOM fileʼs location and click the Open button.

4. A dialog window will open, enter your database name and the destination. We recommend you name it after the family youʼre researching and store it in your Documents folder.

5. Confirm your choices.

6. The GEDCOM data will be transformed into a MacFamilyTree database file.

7. Enable the Auto Save feature as described in the previous section.


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Opening a MacFamilyTree 5/6 fileIf a relative works with MacFamilyTree, too, you can easily exchange the database file directly and edit it. Please be aware that both of you have to use the same version of MacFamilyTree, as any database modified by a newer version can not be opened by a previous version. This is also true for MacFamilyTree 5 databases. Once opened and saved with MacFamilyTree 6, that database will appear empty in version 5.MacFamilyTree currently doesnʼt allow synchronizing two or more MacFamilyTree databases directly, so if two persons edit the same database at the same time, the changes canʼt be merged. Thereʼs always exporting as GEDCOM data and then re-importing the modified data on the other Mac but this should be considered a last resort.If you really want to collaborate, please see the instructions given in the chapter about FamilySearch integration. That way, youʼll gain immediate access to millions of person data entries gathered by other genealogists who researched their own familyʼs history, as well as by the LDS members.


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3Edit entries


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Basic stepsThe following sections will guide you through typical data entry workflows step by step. Please donʼt let the sheer number of steps discourage you, once you get the hang of it, entering your family data is actually very fast and efficient.

Enter the first personWhen MacFamilyTree launches for the first time, the database is completely empty.

1. Click Edit in the left-hand column.

2. Select the first entry, the Family Tree Editor.

3. An empty view will open:

4. Click “Add a new person”

5. The first person will be displayed in the center area.

Enter the first personʼs personal information (best start with yourself or your partner) in the Detail Inspectorʼs text fields. If you donʼt see it, click the person, hover the mouse pointer over him or her and click the pencil button which will fade in to open the Detail Inspector again.


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This single window by itself allows you to enter the vast majority of all available information, assign media files, save notes or add a To Do so you wonʼt forget which information to obtain and add.

Once the first persons are entered, in most cases, youʼll continue adding relatives of persons already in your database exclusively, as this allows you to make the necessary connections. In order to enter persons you have information about but whose personal context like parents or children is unknown, we recommend you enter these persons in the Persons Editor as “name unknown” in the First Name field. That way, using the automatic creation of To Dos will turn up all these incomplete persons.

Enter parentsThe Family Tree Editor gives you both insight into the structure, as well as the person details. This is why we suggest you use this editor most of the time. The following steps will soon become part of your daily routine:

1. Please select Edit in the left-hand column. The background should be colored purple then.

2. Now select Family Tree

3. Click a person and hover the mouse pointer over him or her.

4. All options for adding a father, a mother, partner, daughter or a son will pop up, forming a semicircle:

In order to enter even more detailed information, like additional names, facts or labels for persons, geo-coordinates for places or new sources, please use the more specialized Person Editor, Families Editor, Places Editor or Sources Editor.


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5. Click “Add Mother”.

6. The newly entered mother is displayed in the Family Tree Editor. The Detail Inspector window automatically opens and her childʼs family name is pre-filled as her own. That text field is pre-selected so you can enter the maiden name right away in case the pre-filled name is actually the husbandʼs family name. Enter the married name in the “Married Name” field. Additional married names can be entered in the Persons Editor.

7. Click the Done button once data entry is finished.

8. Now click the mother you just added.

9. This time, choose “Add Partner”.

10. The childʼs father is added. Repeat the steps required for data entry in the Detail Inspectorʼs text fields. In case this is a same-sex couple, this is where youʼd change the partnerʼs gender.


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Enter siblingsSiblings can only be entered by adding parents first. In case the parentsʼ names are unknown, please add them named “unknown father” and “unknown mother”. Half-siblings can only be added in the Family Tree Editor if both the common biological parent, as well as the half-siblingʼs second biological parent exist in the family tree.

1. Please click the Edit button in the left-hand column and make sure itʼs colored purple.

2. Then select Family Tree.

3. Click a person. Siblings can only be added as further children to a personʼs parents. So please select the (ore one of the) common biological parent of both the person in question and the (half-)sibling.

4. Choose “Add Daughter” or “Add Son”.

5. The new person is added to the Editor with the Detail Inspector open. In case it doesnʼt open automatically, hover the mouse pointer over that (selected) person and click the pencil button that will pop up.

6. Enter all available data.

Enter partnersPartners can be added to any person anytime. They are not automatically considered married, though - up to this point, they can either be partners or a married couple of same or different sex. Nonetheless, MacFamilyTree will pre-fill the partnerʼs family name in case a personʼs birth name is unknown.

1. Please click the Edit button in the left-hand column and make sure itʼs colored purple.

2. Then select Family Tree.

3. Click a person and hover the mouse pointer.

4. Choose “Add Partner”.

5. A partner is added, with the Detail Inspector open.

6. Enter all available information.

Unmarried couplesDone! Nothing else required to do.

SpousesIf this is a married couple, please move the mouse pointer to the interconnecting line between the two and then hover.


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1. Above the line, a pencil button will pop up.

2. Click it.

3. A Detail Inspector detailing information concerning this couple will open.

4. Click the Add button beneath the Family Events list.

5. Since the most common family event is marriage, the first entry defaults to marriage. Change the event type in the right-hand Details area of the Inspector.

Enter children1. Please click the Edit button in the left-hand column and make sure itʼs colored

purple.

2. Then select Family Tree

3. Click a person.


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4. Choose “Add Son” or “Add Daughter”.

5. A child is added with the Detail Inspector open.

6. Enter all available information.

Biological childrenDone! Nothing else is required.

Step childrenMacFamilyTree utilizes several different mechanisms in order to reliably recognize step relationships. The easiest way for you to make sure it is entered correctly is to enter both the date of marriage for the second partner and the childʼs birthday. If the child was born before the biological fatherʼs second marriage by a different woman, then the second wife is automatically identified as the childʼs step mother. The same is true for mothers who remarry. If the date of marriage is after the childʼs date of birth and the biological mother is connected to her child, then step fathers will be identified correctly in the Reports.

For former MacFamilyTree 5 users and to be able to import GEDCOM files you receive from other genealogists correctly, step relationships can also be entered explicitly if no dates of marriage and date of birth can be determined for the involved persons. In order to use this mechanism, always make the biological parent connections first before adding step parents. In case a biological parentʼs name is unknown, add that person as “unknown person” to your data and add an entry in the Families Editor connecting this unknown person with the other biological parent. That way, you can always add information when it becomes available.In order to enter the step relationship:

1. In the left-hand column, click Edit, then Families. Make sure that columnʼs background turns purple.

2. The family overview list will open.

If no exact date is available, please use whatever information you have, even estimated dates. The key words in bold print and capital letters are required for MacFamilyTree to recognize these entries as dates:- Approximate year (e.g. ABT 1890)- Before a certain date (e.g. BEF 1891)- After a certain date (z.B. AFT 1889)- Between two points in time (z.B. BET 1889 AND 1892)- Enter just the month and year- Enter just the year


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3. Choose the couple in which a step relationship exists by double-clicking the corresponding entry in that list.

4. In the Children pane, youʼll find a list of all of this coupleʼs children (which is empty right now). Since the step child is already in your family tree (you entered the biological parents first), click the magnifying glass button beneath that list.

5. A selection window will pop up. Select the step child from that window

6. Now back in the list, change the Type value to Step.

What you can see here is an important concept youʼll find in many different places throughout MacFamilyTree:

Adopted childrenAdding adopted children is by and large identical to the process of adding step children. Add the child and then switch over to the Families Editor. Open the adoptive parentsʻ profile by double-clicking that entry in the list and add the child in the Children pane with the Type “Adopted”. If the adoptive father or adoptive mother remarries, enter the step parent just like described in the previous section. The only difference being: whenever you connected and remarried the biological parents in the previous section, itʼs the adoptive parents in this case.

Half siblingsHalf siblings arenʼt entered explicitly. These relationships are automatically detected if two persons share only one common parent.

Currently, the relationship type in the Families Editor is set for entire couples. So if you entered the biological parents first and then add the child as stepchild to the other couple comprised of biological parent and new partner, MacFamilyTree will automatically determine who is the step parent.

• The plus button adds a completely new person (or media file, source, place) to the database

• The magnifying glass button lets you choose from all the persons (or media files, sources, places) already in your database


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Delete Persons1. Please select Edit in the left-hand column and make sure the background color is

purple. 2. Then click Family Tree3. Click a person to select and then hover the mouse pointer over that person. If

you canʼt find the person in question quickly, please enter the name in the bottom right search field and select the person from the search results.

4. Click the pencil icon which will pop up next to that person.5. The Detail Inspector will open. 6. Here, click the Remove Person button.7. MacFamilyTree asks you to confirm the deletion just to be sure.8. Confirm the deletion.

Edit person dataOver the course of your work, youʼll find and receive information about persons already existing in your database all the time. This information can easily be added in MacFamilyTree.The vast majority of that information can be accessed by opening the Family Tree Editor and using a personʼs Detail Inspector. Some features like personal facts, the assignment of sources or the more detailed editing of events are reserved for the specialized editors.

Events and FactsPerson Events are events mainly or exclusively related to the currently selected person - their birth, christening, immigration, place of residence, occupation or death, for example.Events related to a couple, like marriage contract, marriage or divorce are considered Family Events. Please see the Families Editor for maximum details. Further information about a person like eye color, hair color, height, as well as phone number and e-mail-address are stored as Facts.The first person event is automatically created when you enter a personʼs birth date. And you can manually add events like christening, Bar Mitzwah, blessing or death.

Please note that by deleting a person, youʼre cutting all the connections to other persons, as well. All other personsʼ data, however, is not affected.


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Youʼll find several event types with a leading LDS in the list - these are special events recorded by the “Church of Latter Day Saints”, also known as Mormons.

1. Open the Person Editor by selecting Edit and then Persons in the left-hand column.

2. The Person Overview List will open.

3. Choose and double-click a person from that list.

4. Click the Person Events tab.

5. Click the plus button at the bottom of the Person Events palette.

6. A new event is added to the list.

7. Double-click that event in order to open the Events Editor.

8. Enter the eventʼs date.


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Store media filesMacFamilyTree will store your genealogy-related image files (JPEG or PNG), PDFs, videos, audio recordings and website links. This example will show you how to assign media files to a person, the described workflow is similar for families, events and sources, though.That way you can save portrait photos, group shots, scanned documents or website addresses along with your person data and even record an interview with contemporary witnesses directly in MacFamilyTree. All current MacBooks and MacBook Pros will capture audio as well as video thanks to their integrated iSight and microphone.All media files are stored within the MacFamilyTree database file, or in other words: in your family tree file. Youʼll find the Media pane in the Persons Editor, as well as the Family Tree editor.

Some features in MacFamilyTree, like Reports and Statistics, will only work if you enter correctly formatted dates. In case you enter a non-conform date, MacFamilyTree will mark it with the yellow warning sign.To be on the safe side, use the date picker window by clicking the calendar button to the right of the date field and then selecting the date in the small calendar window that opens.Define your own date formats by following the instructions given in the “Date formats” section.

If no exact date is available, please use whatever information you have, even estimated dates. The key words in bold print capital letters are required for MacFamilyTree to recognize these entries as dates:- Approximate year (e.g. ABT 1890)- Before a certain date (e.g. BEF 1891)- After a certain date (z.B. AFT 1889)- Between two points in time (z.B. BET 1889 AND 1892)- Enter just the month and year- Enter just the year


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1. In the left-hand column, click Edit, then Persons to open the Person Editor.

2. Click the Media pane.

3. Media files can be dragged and dropped onto the palette directly or added by clicking the paletteʼs plus button. If you click that button, the “Add Media File” window depicted above will open.

4. Once several media files are assigned to a person, either use your mouse wheel or click the small arrow buttons next to the preview to skim through the different files. Simply click Slideshow in the Media Paneʼs bottom bar first.

The monitor button in the same bar switches display to Fullscreen mode, the right-arrow button opens the image properties which allow you to define areas within an image, for example.

Assign image areas to personsMacFamilyTree lets you identify individuals in group shots and assign the corresponding area to a personʼs profile. There are two ways you can go by: either open the Person Profile which contains the group photo directly or open the Media Browser, find the image and click it to open the image details. In both cases, the following workflow starts with the Media Pane in front of you.

1. Click the right-arrow button in the bottom bar.


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2. The Image Detail Editor opens with the Assignments palette to the left.

3. The person this image is assigned to, is already listed in the Assignments list. Activate the assignment by clicking the box next to “Assign region”.

4. A frame is overlaid, indicating the selected area.

5. Move that rectangle by clicking and dragging and resize it so the assigned person is framed.

6. Letʼs say youʼd like to identify the second person in this portrait now. Click the plus button in the Assignments paneʼs bottom bar.

7. A selection window will open, letting you choose the person in question. In case youʼre working on a large family tree, itʼs best to enter the personʼs name in this paletteʼs search field in order to find him or her more quickly.

8. Once you select a person, a new entry is added to the Assignments list.

9. Just like before, activate the assignment by clicking the “Assign region” box and then move and resize the selection.


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You may have noticed when adding the second person - events and families can be assigned to areas, too. You could, for example, define an area spanning an entire image and assign it to the marriage event you originally stored that image in. If a group shot allows it, you can mark an entire family, separating them from non-related guests, and assign the selection to a family entry.The nice thing about working with areas is that by assigning an area, that part of the image is added to the second personʼs (or the familyʼs or the eventʼs) profile in the Media pane, too.

Additional namesThe Family Tree Editor with its Detail Inspector allows you to enter a personʼs birth name and one married name. But where do you add the second and third married names, double-barrelled name, stage name or a name variation you find in a new source?

In the Persons Editor, youʼll find a palette called “Additional Names” which holds all those options. Click the plus button to add an entry. Then choose the type of name and select the Last Name and First Name columns if applicable. You can jump between columns with the Tab key on your keyboard.

Determine an event locationʼs geo-coordinatesEach event can be assigned a place which will then be mentioned in reports later on and be marked on the Virtual Globe automatically, based on the geo-coordinates you determine. That way, youʼll gain an overview of where your family members spread over the face of the earth.When you add an event in the Persons Editor or the Families Editor and then double-click that entry in the “Person Events” or “Family Events” palette, an Event Editor will open. In the top right corner, youʼll find the Place palette. Enter the location where the event took place hereIn order to determine the geo-coordinates, click the right-arrow button:


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1. The Places Editor will open.

2. In the Coordinates palette, please click the magnifying glass button in order to search the database for this place.

3. The “Lookup Coordinates” window will open.

4. Choose the exact match for this place from the search results. Alternative names or spellings, as well as former names will be displayed in the bottom bar if available.

5. The coordinates are automatically saved in your database.

! If a place is unknown in MacFamilyTree:6. Click Cancel.

7. Click the plus button in the Coordinates palette:

8. Enter the coordinates in the corresponding text fields if that info is available.

Connect persons already stored in MacFamilyTreeMacFamilyTree doesnʼt force a linear way of working on you. Enter family relations when that information becomes available to you. Or maybe youʼre about to enter a relativeʼs data who married a person from within the close family, like a cousin, for example. In any case, you need a way of making connections between two persons who are already in your database.

1. Click “Edit”, then “Families” in the left-hand column.

2. Check in the Families list if an otherwise empty entry exists for the person youʼd like to enter as a partner in a relationship. Simply enter the personʼs


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name in the bottom-right search field. If an entry without a partner exists, double-click it.

3. If no entry exists, click the plus button beneath the list.

4. A new, completely empty entry is created.

5. Open it by double-clicking.

6. One or both of the partner palettes are empty.

7. Click the magnifying glass button at the bottom end of one of these fields.

8. A list of all persons in your database will open.

9. Choose the appropriate person from this list. Here, too, using the search field will help you save a lot of time searching.

10. Click the magnifying glass button in the other palette.

Assign falsely connected children to their actual parentsEspecially when entering persons who were married multiple times and had children with different partners, those children can get mixed up easily. Solve this problem in the Families Editor, too. Please keep in mind the differences between biological parents and step parents as described in “Enter children” - “Step Children”.

1. Click Edit, then Families in the left-hand column.

2. Double-Click the couple which the child was falsely assigned to in the overview list.

Please note that for each partnership / marriage, a unique entry has to be entered.


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3. In the Children palette, select the falsely connected child from the list.

4. Click the minus button in that paletteʼs bottom bar.

5. This will sever this connection only, the child as a person remains in your database.

6. Click Families in the quick navigation bar to return to the Families Overview list.

7. Now select the couple which represents the childʼs rightful parents.

8. Click the magnifying glass button in the Children palette.

9. Select the correct child from the list that opens. In case of extensive family trees, enter the childʼs name in the search field.

Reassign falsely assigned partners to their actual partnersEspecially when dealing with families in which the first name is passed from generation to generation, mix-ups can easily occur when entering that data. If they did, simply assign the correct persons:

1. Click Edit, then Families in the left-hand column.

2. Double-click the couple which was falsely connected in the overview list.

3. Beneath the falsely connected person, click the minus button.

4. This connection is severed now.

5. Click the magnifying glass button next to it.


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6. A list of all persons in your family tree will open. Select the correct partner from that list.

Convenience features in the editorsIn MacFamilyTree, youʼll find strategically placed shortcuts and interconnections which we think will save you considerable time by keeping navigation effort to a minimum.Part of this concept is the Quick Navigation Bar which, for example, allows you to conveniently edit several Person Events in quick succession. The second enhancement is the tool bar underneath the editor window.The palettes which group data entry fields by topic, can be freely rearranged and bookmarks, as well as To Dos, help you not forget the things you intended to get done.

The Quick Navigation BarMacFamilyTreeʼs Quick Navigation Bar just beneath the top window frame allows you to easily return to a previous window. The quick navigation keeps track of all stations you navigated through to arrive where you currently are.

In this example, you would have started in the Persons Editor, then have opened Walter Whitakerʼs person profile. Then youʼd have edited his birth event and currently, youʼd be editing his birth place.Return to his birth event information by clicking “Event Birth” in the Quick Navigation Bar.

The Navigation Bar will change accordingly. Here, youʼll notice yet another unique feature: if two or more events were created for a person, clicking the small arrow buttons next to the eventʼs name will skip to the next event in line.The Navigation Bar works the same for all navigation from one editor to another so you donʼt have to start from ground up every time you finish one task. Simply click any of the elements to return to the corresponding editor. Do take the time to get comfortable with using the Quick Navigation, it will help you save a lot of time.To the left of the Quick Navigation, youʼll also find backward and forward buttons which allow you to go back to previous editors in the exact order you passed through them and go forward again, just like you can in Safari or the Finder.


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The Tool BarAnother convenience feature which makes navigating from one part of the application to another a matter of a mouse click is the Tool Bar at the bottom end of the window. Here, youʼll find a number of buttons which open the currently selected person in the Family Tree Editor, in reports or the Virtual Tree. Simply hover the mouse pointer over one of them and read the more detailed info in the tool tips.In addition to that, there are buttons for performing a quick web research or mark a To Do for this person, so you wonʼt forget to scan his or her wedding photos you found in your grandmotherʼs drawer and save it in the family profile in MacFamilyTree.

Please read the section about working with To Dos later on in this chapter - a useful tool which helps you structure your work more easily.

Working with lists in various palettesThe lists (aka. tables) you encounter in MacFamilyTree mostly work like the lists in other parts of Mac OS X (like in the Finder). If youʼd like to sort data by a certain criterium like the date, for example, simply click the corresponding columnʼs headline. That headlineʼs background color will turn blue and all entries are automatically sorted.Furthermore, you can drag and drop columns sideways to change their order. That way, you can move the columns not essential to your work all the way to the right and concentrate on the important information in the first columns on the left.

After selecting an entry in any list, press the Tab key on your keyboard to move through the successive data entry fields.There are some columns showing only symbols. These tell you which kind of data a certain entry contains:


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1. The entry (e.g. a person) has been labeled

2. A place including geo-coordinates has been assigned.

3. This entry contains one or more notes.

4. A media file is assigned.

5. This person has been identified and assigned on FamilySearch.org, data can be synchronized.

Of course, clicking one of these headlines will change the sorting order, too, so you could have all persons sorted on top of the list who have already been synched with FamilySearch.

Hide palettesThe Editors in MacFamilyTree can easily be customized to your own preferences. Blocks of information are grouped by topic in palettes/panes. Each of them can be hidden manually. Simply click the palette button all the way down in the bottom right corner:

A drop-down window will open, all currently displayed panes are indicated by a checkmark. Click one of these items in the window to show or hide it.

Show hidden palettesYou may encounter the problem of MacFamilyTree looking differently on your Mac from what is described in the User Guide. This is most definitely due to some palettes, which are represented by the tabs you see in the editor window, being either arranged differently or hidden altogether. In case youʼd like to rearrange them, please read the next section.But what if you donʼt see them at all? They are probably hidden then. So please click the palette button in the bottom right corner. In the drop-down window that will open, click the one palette thatʼs missing or “Reset Panes” to return to factory defaults.

1 2 3 54


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Arrange palettes according to your wishesThe editors in MacFamilyTree are widely customizable. The number and arrangement of panes can be changed to meet your preferences. Simply click and drag a tab to move a pane.

Press the Shift key on your keyboard while dragging to group panes:

BookmarksThe bookmark feature you may have grown accustomed to in MacFamilyTree 5, was relocated to the top right corner of the windowʼs frame. In case you worked with bookmarks before, youʼll find them there. Bookmarks help you find a person, a family or a media file quickly. When you donʼt need it anymore, simply remove the bookmark:

1. Click the “Show Bookmarks” button in the top right corner.

2. A drop-down menu will open.

3. Select the “Edit Person Bookmarks” option, for example.

4. A selection dialog window will open. On the left side, youʼll see all persons currently in your family tree. To the right, all persons you stored a bookmark to are listed.


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5. Select a person.

6. Click the Add button.

7. Thatʼs all, you just bookmarked a person. Alternatively, there is a bookmark checkbox in every personʼs Detail Inspector in the Family Tree Editor.

8. To remove a bookmark, choose a person in the right-hand list and click Delete. This will remove just the bookmark, not the person.

9. Close the window by clicking OK.

Open a bookmark by clicking the “Show Bookmarks” button in the top right corner no matter where you are within MacFamilyTree. Then click the person, family or media file youʼd like to open.

To DosMacFamilyTree introduces the new To Do feature which in part covers what you can do with bookmarks - especially in vast family trees, it can help you keep track of all things you want to check on later. To Dos, however, go even further. They are categorized as either “Further Research”, “To Check”, “Missing Events” or “Clean Up”, letting you sort them by this type information. That way, you could, for example, work just on events one day and just clean up the next time you get around to doing genealogy work.In addition to that, To Dos can be prioritized “low”, “normal” and “high” so you can easily sort out which to take care of first.

Add new To DoIn the Person Editor, the Families Editor or the Sources Editor, click the To Do-button in the bottom right corner:

1. The “Add new To Do” window will open.

2. Name this To Do.

3. Select its priority and type.

4. Enter a description in the Note field of what you intend to get done here.

5. Confirm the input by clicking the Create button.

If youʼre currently working inside the Family Tree Editor, simply open a personʼs Detail Inspector and click the “Add To Do” button.


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Work off To DosWorking with To Dos is intended to help you keep track of large numbers of separate tasks and structure them in the most effective way so you can achieve your goals quickly and donʼt get lost. This means, on the other hand, that you should listen carefully to your own prioritization.So start taking care of the tasks you created step by step:

1. In the left-hand column, click Edit, then To Dos.

2. The overview list of all tasks will open. Now apply what you learned about working with lists before. Either:

a. Enter a keyword in the bottom right search field to search all To Do titles. All but the actual matches will be hidden.

b. Click the columnʼs headline indicated by an arrow symbol to sort the entries by priority.

c. Click the Type headline to sort by this criterium.

3. Double-click an entry to open it in the To Do Editor.

4. Here you can see the person, family, source or media file you assigned the To Do to.

5. In the Assigned Objects list, you can add persons who the same To Do applies to. Simply click the plus button beneath that list.

6. Double-click an entry and MacFamilyTree will open that target immediately, so you can check a personʼs date of birth in his or her Person Profile, for example.

7. Return to the To Do by clicking the entry in the Quick Navigation Bar. Once you finished work on this goal, simply set the state to Done.

8. In case you find another person this task applies to, either create a new To Do or edit the existing one by adding that person to the To Doʼs Assigned Objects pane and setting the State to Open again.

Add To Dos automaticallyUp to this point, the To Do-feature has merely served as an organizational tool. But letʼs say you entered several thousand persons in MacFamilyTree. It could take days just to search all entries and decide which task is due for which person, family, source or media file. MacFamilyTree 6 has the “Automatically create To Dos” feature to help you out here.

1. In the left-hand column, click Edit, then To Dos.

2. Now click the magic wand button.


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3. A window will open, letting you select which criteria qualify for automatic creation of a To Do.

4. Then click the Create button.

5. MacFamilyTree will now for example create To Dos for each person with missing date of death.

PlacesPlaces are recorded in your family tree to see where a person was born, where they died and where all the important events in between took place. Determining geo-coordinates for an event location has been described in a previous section. The Places Editor is a central place to go, where you can find all places currently known in your family tree, merge them or have MacFamilyTree automatically list all places without geo-coordinates assigned to them.

Searching Coordinates1. In the left-hand column, click Edit, then Places.

2. Click the coordinates search button in the bottom bar:

3. A window will open with all places currently without geo-coordinates assigned to them.

4. In the left column, select a place. MacFamilyTree will determine possible matches and list them in the top right field. Select the right place in that list.

5. Now click the “Assign this Coordinate” button.

6. The coordinates are assigned to this place and the entry in the left-hand list is removed (since it isnʼt missing coordinates anymore).

7. Now head on to the next place in the list and repeat these steps until all coordinates are determined and assigned.

Merge PlacesIf youʼve worked with genealogy software before or retrieved data from someone else, chances are you have several duplicate places in your data, perhaps with name variations, maybe just spelled differently.The Places Editor allows you to select and merge a number of places easily.


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1. In the left-hand column, click Edit, then Places.2. Click-select at least two entries by pressing the Shift key on your keyboard (all

successive entries) or the cmd key (any number of single entries).3. Click the merge button or right-click one of the selected entries and choose “Merge

Places…” from the context menu.

This helps you keep your data lean and tidy all over MacFamilyTree, so when you click the magnifying button for selection of an existing place the next time, the list will be much more compact.

Database MaintenanceDatabase Maintenance provides tools that help you remove empty or faulty entries from your data, unify date formats as well as name formats or search for duplicate persons.

Find Person DuplicatesThere are several likely scenarios that could lead to duplicate entries in your database. One is that when importing GEDCOM data, duplicates arenʼt recognized properly. Or maybe you even donʼt realize when entering a person twice by incident.

1. In the left-hand column, click Edit, then “Database Maintenance”.

2. Scroll all the way down to the “Find Person Duplicates” button and click it.

3. A selection window will open.


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4. Select a person entry you know from the left-hand column as the person to keep. Youʼll find some basic information beneath the list.

5. Now compare the possible duplicates offered in the right-hand column. The colored segmented bars indicate the probability of a match.

6. Compare the person data beneath both the left and right lists to make sure you merge only actual duplicates.

7. Click the Merge button.

8. In the following dialog window, click Replace if both entries are identical.

9. If the duplicate entry holds additional information, however, click Merge.

Adjust Date formatEspecially if you exchange family tree data with foreign persons, youʼll need a tool like this to unify your dates. They might be living in countries where different date formats are commonly used (like the German 31.12.2010 for December 31, 2010). Adjusting Date formats will unify all dates in your family tree.

1. In the left-hand column, click “Database Maintenance”.

2. Then click “Adjust Date Format”.

3. A dialog window will open.

4. Choose your own date format (dd for day, MM for month and yyyy for year).


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5. Now click the “Adjust Date Format” button.

6. MacFamilyTree will process your data and report the number of dates adjusted.


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4Sources


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When do I use sources?Sources are used to document proof of the data you enter. Be it church registers, ancestor charts, marriage documents or school year books, contemporary documents like newspapers, your own interviews with contemporary witnesses - all these sources make events and personsʼ lives more tangible. Since you can reuse sources for as many persons, families and events as you want, we suggest you create one source entry for each actual document, interview or website link.This will keep things flexible so you can, for example, assign page 80 in your family chronicle to prove a personʼs birth and page 28 from the same source for his Great-Grandfatherʼs wedding.

Add sourcesIn order to add a source, please make sure the source material (church register pages, audio recordings, videos) are available as digital files. These, like all other media files you add in MacFamilyTree, will be stored in the family tree database file.

1. In the left-hand column, click Edit, then Sources.

2. Then click the plus button to add a new source.

3. Double-click that new entry to open the Sources Editor.

4. Enter all relevant data in the upper fields (the more the merrier), no information is mandatory but you really should at least name the source so you can easily find it again.

5. In the Media palette, click the plus button.

6. Now choose which kind of media to add - an image file, an audio file or a video clip of an interview with a contemporary witness.

7. Alternatively, if you use either an iMac, a MacBook, MacBook Pro or MacBook Air, you can use its integrated microphone for recording an interview and depending on whether or not your Mac is equipped with an iSight camera, you could even capture a video interview right from within MacFamilyTree.


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Assign a media file to multiple sourcesTo keep you from storing media files multiple times (which would be a waste of hard disk space), MacFamilyTree allows you to assign a media file to multiple sources once itʼs stored in your database.

1. Add a new source.

2. Enter all available data.

3. In the Media pane, click the plus button. The “Add Media File” dialog window will open.

4. Now click “Assign existing Media”.

5. In the “Select Media” window, pick an existing media file.


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6. This file is assigned to this source. The first assignment is not altered in any way.

Edit SourcesYou will encounter new information related to sources, just like new information about persons and events and you will want to edit existing data. This is where the Sources Editor comes in handy:

1. In the left-hand column, click Edit, then Sources.

2. Double-click an entry to open that source.

3. Edit the source data.

Use SourcesAll information about persons, families and events can be backed up by sources. Letʼs assign a source to a person as an example:

1. In the left-hand column, click Edit, then Persons.

2. Double-click a person in the list

3. Click the Sources tab.


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4. Click the magnifying glass button. Choose a source you created from the list which pops up.

5. Assess and then enter the degree of reliability of this assigned source. In case the source contains a multipage document, add the page number, as well.

6. This assigned source will now be listed in the personʼs profile and the person will be listed in the sourceʼs assignments.


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5Online research and collaboration


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FamilySearch.orgFamilySearch.org is a way of accessing the extensive genealogy database maintained by the “Church of Jesus Christ of Latter Day Saints” (LDS),whose members are also known as Mormons. Researching their ancestorsʼ lives is part of the membersʼ exercise of their faith which is why the Mormons have been collecting data for over a century now. This invaluable asset, both in terms of experience as well as collected data, can now be accessed by anyone inside and outside the church.

If you use this FamilySearch, you can exchange information about deceased persons, however, you wonʼt find information about living persons and you canʼt transfer data about living persons to the service, either.All of your relatives who donʼt own a Mac with MacFamilyTree can access that data via the FamilySearch website. That way, you can collaborate effectively even if you live on different continents.

PreferencesPlease open the MacFamilyTree Preferences by clicking the MacFamilyTree menu and selecting Preferences. Next, click the FamilySearch tab:

This service is completely free of charge. You donʼt have to be a church member and your privacy is respected at any time without exception. This service is only intended for collaborative genealogy research.


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As you can see, the service can be deactivated completely in case youʼre uncomfortable with it. Even with factory defaults, though, no data will ever be transferred unknowingly. Accessing the FamilySearch service requires a onetime registration with the service and you have to log in once every time you launch MacFamilyTree.The other options give you a pretty straight forward idea of what MacFamilyTree is able to do when connected to FamilySearch in the first place. If you activate it, register with FamilySearch and log in, MacFamilyTree can load data of identified persons in background automatically and offer you to download and integrate in your own data. Automatic sharing of your own data isnʼt supported.

RegisterIn order to gain access to the FamilySearch database from within MacFamilyTree, youʼll have to register with the FamilySearch.org service first. Simply start registration from within MacFamilyTree:

1. In the left-hand column, click Edit, then FamilySearch.

2. Youʼll see the green FamilySearch startup window

3. Click the “Create Account” button.

4. The FamilySearch website will open in your default Browser (in most cases Safari). Here, click the green „Register for the new FamilySearch” link.

5. A form will be loaded, youʼll have to choose one of the options before being able to enter your personal information. Choose “FamilySearch Account (for the general public)”, if youʼre not member of the LDS.

6. Enter your personal information and confirm your data entry at the end of the page.

7. Youʼll receive a confirmation mail which contains and activation link. Click this link within 48 hours of receiving the mail to activate your account.

Log inIn order to access the actual data from within MacFamilyTree, youʼll be required to log in once after each restart of MacFamilyTree with your user name and password. Please note that you can only log in with one database at a time, so you canʼt have multiple family trees open and connect all of them to FamilySearch.

FamilySearch access is in the beta phase until the end of 2010. Members of the LDS can start using it right away, the general public will be accepted step by step when capacities allow it, until the service becomes widely available.


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2. Youʼll see the green FamilySearch startup window

3. Click the Login button.

4. The FamilySearch website will open in your browser in background. This is the required login mechanism.

5. Enter user name and password.

6. Confirm the data entry.

7. MacFamilyTree will notice the login in background and will open the FamilySearch Dashboard, the central point to go for your FamilySearch research.

Include person data from the online databaseOnce logged in, MacFamilyTree will start scanning your data and try to find matches with your own data (unless you deactivated scanning in background as described earlier).A green dot next to the FamilySearch item in the left column indicates youʼre logged in. A red exclamation mark tells you that FamilySearch holds updated information about someone in your family tree or data you didnʼt download.

If you want MacFamilyTree to only notify you of updates, not of data you decided not to download, open the Preferences in the MacFamilyTree menu, click the FamilySearch tab and deactivate the “Search for Further Information in the background” option.

Check potential matches & updatesMacFamilyTree requires at least one match between a person in your own family tree and a person in the FamilySearch online database to be able to synchronize the data. MacFamilyTree will automatically determine potential candidates, youʼll then have to determine if a person in your family really is the same as the one on FamilySearch by comparing person events or the close relatives like parents and siblings.

1. In the left-hand column, click Edit, then FamilySearch.”

2. Now click “Possible Matches & Updates”

3. A list of all potential matches will open.


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4. Select a person from the list. Possible matches are listed in the bottom area.

An actual match between your data and the FamilySearch data can only be found if you enter at least a personʼs gender, first name and family name which then must be identical.In addition to that, at least two of these criteria must met:

1. Birth event with date and place2. Death event with date and place3. Partner (first name and family name)4. Father (first name and family name)5. Mother (first name and family name)

In case the list stays empty, you either didnʼt enter enough information for a match, like father and mother, or your family is currently unknown in the FamilySearch database. Please try a “Person Search on FamilySearch” as described in the next section and see if that turns up a match.


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5. Now choose one of the potential matches and click the Compare button.

6. The Comparison window will open. Your own local data is on the left, the FamilySearch data on the right side.

7. If youʼre convinced the persons are identical, click the bottom-right Assign button. If not, click the previous segment in the Navigation Bar to choose a different candidate.

8. Once you did assign a person, the Comparison list switches into a different mode which lets you download information from FamilySearch to complete your local data and if you decide to upload any of your own information, do it here, too.

9. Click the light blue left arrow to download data and the right arrow to upload information to FamilySearch.

10. The red cross button deletes online data (just the information you upload, you canʼt delete existing data on FamilySearch).

11. Click the magnifying glass button to see more detailed information about a person. Youʼll automatically get all the information available from FamilySearch - a person accompanied by his or her parents, children, partners and in-laws, for example.


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12. After syncing the data, always click the “Set Version from FamilySearch” button. Thereby you confirm you assessed and downloaded all new data youʼre going to use in your work. This way, youʼll not be alerted of the information you already checked.

Determine possible duplicates on FamilySearch13. Beneath the Comparison list, you can switch between Status and “Potential

duplicates”.

14. Click “Potential duplicates” to see a list of persons whose person details are similar to the person currently selected in MacFamilyTree and who could be the same person.

15. Click a person in the bottom list and click the Compare button.

16. Another Comparison list will open, letting you compare the two personsʼ details.

17. If you can say for sure these persons really are in deed identical, click the Merge button.

Person Search on FamilySearchIn case your automatic search for matches didnʼt turn up any candidates, if youʼre just starting a celebrity family tree out of curiosity or if youʼre looking for your step parentsʼ branch of the family in a separate file, best start with the “Person Search on FamilySearch” feature.


2. Now select “Person Search on FamilySearch”.

3. The Person Search screen will open.

4. Enter the data you have in the search fields and click Find.

5. The search results are listed in the bottom list, including a rating of matching parameters between your search query and the persons in the database.

Once all results are examined and set to the same version as the FamilySearch data, this person isnʼt listed as a possible match in the list anymore. Once that list is cleared, the red exclamation mark in the left-hand column will vanish. Youʼll be notified when new information is uploaded to FamilySearch. If the “Search for Further Information in the background” option is activated, MacFamilyTree will notify not only when new information is available, but also in case additional information is available, even if you already assessed it and decided against downloading it.


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6. Select a person and click the Compare button.

7. The Comparison list will open, giving you the most important facts about this person.

8. Click “Compare with Local Person” if you think the same person is already in your database. Click Add if the person doesnʼt exist in your own data, yet.

9. If, however, it isnʼt a match at all and the person isnʼt part of your family, click the previous segment in the Quick Navigation to return to the search results and repeat the comparison for another search result.

FamilySearch data in the Persons EditorOnce you log into FamilySearch, that online access is activated in other areas of MacFamilyTree, including the Persons Editor.


2. An overview list of all persons in your family tree will open.

3. Persons identified and linked on FamilySearch are indicated by the blue family tree icon.

4. Open a personʼs profile in the Persons Editor by double-clicking the corresponding item in the list.

5. In the FamilySearch palette, youʼll see the personʼs unique FamilySearch ID and both the local and the FamilySearch version of that personʼs profile.

6. If the FamilySearch number is different from the local one, click the “Compare data with FamilySearch” button and assess the changes and additional information.

FamilySearch data in the Family Tree EditorOnce logged in to FamilySearch, youʼll immediately notice the seamless integration of the FamilySearch data in MacFamilyTreeʼs Family Tree Editor. Every person assigned to an entry in the online database can be identified by the blue logo on the chest.


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If you didnʼt explicitly deactivate the automatic retrieval of information in the background, MacFamilyTree will automatically scan all assigned personsʼ profiles for updated information. During this operation, youʼll see rotating arrows in their tokensʼ faces. In case additional relatives are found, theyʼre displayed in the Family Tree Editor as semi-transparent tokens with a large family tree on their chest.

Right-click such a transparent token or select it and hover your mouse until the pencil button comes up, then click that button. For a person only available in the FamilySearch database, the Detail Inspector will open with just the FamilySearch options.Use the “Add as new Local Person” option, for example, to append that person and gain access to their person data.

If MacFamilyTree finds a person in your own data similar enough for it to be considered an almost definite match, youʼll see the small blue FamilySearch icon wobbling back and forth on the tokenʼs chest.

Open such a personʼs profile in the Detail Inspector by clicking the pencil button. There, open the FamilySearch palette. Here, youʼll find options for comparing the online data with your local data and, if the person really is a match, assigning and ultimately downloading the information.


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Upload data to the online databaseThere are several good reasons for sharing your data over the online database:

You give back something to the community. Just like you may have profited from the information other genealogists gathered while exploring their own family relations, your data may help another person.

Chances are, your data is vital to making the connection between two currently unconnected persons in the first place, which will help build one comprehensive worldwide database.

Privacy is of major concern when handling your data. This is why MacFamilyTree doesnʼt allow bulk-uploading of large amounts of data. Instead, open a personʼs Comparison list and carefully pick each piece of information you want to upload:


2. The person overview list will open.

3. Pick a person from the list. If youʼre working on a large tree, enter a name in the bottom right search field. Now open the Person Editor by double-clicking a person in the list.

4. Click the FamilySearch palette.

5. Now click the “Compare data with FamilySearch” button.

6. The Comparison list will open.

7. For each piece of information you want to share, click the right arrow in the left-hand column.

Web SearchIn addition to the convenient integration of the FamilySearch database, MacFamilyTree 6 supports accessing data form other genealogy websites, as well. Depending on the respective website, youʼll at least have to register, others will charge you a monthly fee for allowing access to their data. Please see the different websites for more detailed information about the terms of use.

1. In the left-hand column, click Edit, then Web Search.

2. In the windowʼs main area, youʼll find search fields and a selector for the supported websites.

3. Choose one of the websites.


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4. Either enter a personʼs name and other details in the search fields or select an existing person from the right-hand list of all persons in your family tree.

5. Click the Find button.

6. Beneath the search fields, the selected website will open and show you the search results.

7. When you highlight information from the results, right-click the selection and save it as either First Name, Family Name, Place/Date of Birth, Place/Date of Death or Note. This will save you some time transcribing that information and eliminates a source of error.


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6Views


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In generalIn the Views category, youʼll find all charts, as well as the Virtual Globe and Virtual Tree. All of them can easily be adjusted to suit your needs - be it switching to black&white for printout, aligning a chart bottom up or top down or adjusting the number of generations being displayed.Youʼll find the two views which are standalone features of MacFamilyTree:

The Virtual Tree gives you a unique perspective on your family tree data. By browsing a 3D-tree of your data, youʼll spot inconsistencies in your tree and itʼs a pretty decent way of showing off, too.

The Virtual Globe visualizes all events you entered including the place and geo-coordinates.

The basic steps are identical for all kinds of views:1. In the left-hand column, click Views, then the preferred chart type.

2. The chart will open in the main windowʼs main area.

3. From the right-hand list, select a person youʼd like to see a chart for (e.g. an Hourglass Chart), select the statistics type (Statistics) or an event (Virtual Globe).

Adjust chartsWe defined a default behavior and screen-optimized look for each chart type. They can easily be adjusted, though. Charts have to be open to adjust these parameters, thatʼs all.

Change the number of generations being displayedThis parameter is only available for chart types that visualize a person in context of generations - Hourglass Chart, Ancestor Chart, Descendant Chart, Fan Chart, as well as the Genogram.

1. Open the chart

2. Click the cogwheel button in the bottom right corner.

3. An Options window will open, letting you adjust the number of generations by means of the slider. Move it to the right to increase the number of generations, move it to the left to decrease it.


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4. The changes are applied immediately.

Adjust color schemeMacFamilyTreeʼs charts offer intelligent coloring of persons, for example, by gender, by generation or by degree of kinship. In addition to that, the boxesʼ surface can appear flat or incorporate a gradient or glossy highlights.

1. Open the chart


3. An Options window will open.

4. Choose your preferred Color and Appearance. Since switching is done so quickly and easily, choose the options you like best for the screen and when you need to print in black and white, simply switch it for printout and back.

Show and hide event typesSome chart types can optionally integrate person events. In case those arenʼt essential to a certain chart youʼd like to give to a relative, simply deactivate them in the Options:

1. Open the chart



4. Select which event types to show from the Events list or use the “Hide All” and “Show All” buttons.

Align a chart horizontally or verticallyCharts in MacFamilyTree 6 can be aligned to your heartʼs content. Just open the Options window as described above and select your preferred alignment from the Orientation section.


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Narrow down Statistics to a limited period of timeThe Options window lets you exclude persons who were born before or after a certain date. Fill both fields for analyzing a certain period - letʼs say youʼd like to compare the average life expectancy of people born in the 19th and 20th century. So exclude anybody born before 1901 and after 2000 for the 20th century, store that chart in the Saved Views as described in the next segment and then repeat with 1801 to 1900.

Saved ViewsAll Charts are drawn in real-time, based on the current data in your family tree. That way, every information you add will be automatically included in the charts the next time you open them. MacFamilyTree allows you to take a snapshot of your data by means of the Saved Views feature. That way, youʼll preserve your ever-growing family tree in different stages or you could remove the ex-wife a relative divorced in open conflict from the chart.Print that edited chart for the upcoming family reunion without that persona non grata while still keeping her information in your family tree. Perhaps sheʼs still friends with some relatives, but in any case, she might be your grandnephewʼs mother and hence is important for your genealogy work no matter what.There are two chart types that canʼt be edited and stored in Saved Views: the Virtual Globe and Virtual Tree. You can adjust their look but you canʼt open them in the graphical editor.

Edit chartsMacFamilyTree comes with a graphical editor which allows you to rearrange or remove chart elements, change their background color, frame thickness or font type. Some chart types optionally include person events which you can set globally in the Options window. However, the graphical editor lets you hide events on a per-person basis.Letʼs have a look at the fundamentals, by example of a Descendant Chart:

1. In the left-hand column, click Views, then “Descendant Chart”.

2. In the windowʼs lower frame, youʼll see a pencil button.

3. An additional window - the graphical editor - will open.

4. Click any element for selection.

5. The parameters are listed in the right-hand column. Whatever you set here, will be applied to the selected element immediately.

6. As an example, select the text in the Name field.


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7. Now click the “Change Font” button and adjust font type and font size.

8. Click another element and press the Del key to remove it from the chart.

9. Once youʼve finished all edits, close the window.

10. A save dialog will ask you if youʼd like to save this edited chart as a copy in the Saved Views.

11. Enter a name and click Save.

Save the currently displayed chartStore a chart exactly the way you see it right now on your screen by clicking the hard disk button in the bottom bar. Thanks to this feature, you could save a statistic about the family name frequency in your family tree now and compare it with the same statistic two or three years down the road.Saved Views can be edited with the graphical editor just like current charts. That editor is described in greater detail in the following segment.

PrintIn most cases, printing requires only clicking the print button in the bottom bar beneath a chart to get a decent printout. But you may find charts barely readable if you try to print several hundred persons on a single US Letter size sheet of paper. Read on to find out how to print larger size charts.

Virtual Tree and Virtual GlobeGenerally speaking, all Views and Reports can be printed. Editors arenʼt printable. And there are two exceptions in the Views: the Virtual Tree and Virtual Globe. These are 3D views and can not be printed per se.MacFamilyTree 6 does allow saving the currently visible part of the Virtual Tree as a PNG image file, though. Simply click it in the bottom bar while the Virtual Tree is open.

Print on multiple pagesThe graphical editor allows you to manually move and resize any element within a chart. This will automatically make a working copy of the chartʼs current state to work with, just like described in the “Saved Views” segment. The chart itself is updated every time you open it based on the data in your family tree, Saved Views arenʼt.Once you finished your edits, this version can be stored in the Saved Views, as well.


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In order to print extensive charts, either click the PDF button in the bottom bar and have it printed out in large format or print multiple Letter size / A4 size pages and stitch them together.

1. Open a chart (e.g. Ancestor Chart)

2. Click the pencil button in the bottom barʼs left side.

3. The graphical editor will open.

4. In the right-hand column, activate “Distribute to multiple pages”. This option is only available if no element is selected in the editor. If you donʼt see it, click on an empty spot in the editorʼs background to deselect all.

5. Now, the page boundaries will be displayed.

6. Select a person by clicking one of the boxes in the editor. Select multiple elements by spanning a rubber band selection: click on the background and hold while moving the mouse. All boxes within that selection will be highlighted. Alternatively, press the Shift key on your keyboard while clicking all boxes youʼd like to select one by one.


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7. Now change, for example the boxesʼ background color or the frame parameters via the options in the right-hand column.

8. Now arrange the elements for printout. Here, you can simply remove a person youʼd like to keep out of the printout.

9. Please make sure no boxes are arranged across page borders.10. Adjust the boxesʼ dimensions however you see fit.11. Click the Print button in the upper Toolbar.12. The OS X printing dialog will open, including a small preview of the resulting

printout with the printerʼs current settings.13. Leave this dialog if you notice anything you forgot to edit.14. If not, click Print.15. After a successful printout, simply close the editor window.


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16. Youʼll be asked if youʼd like to store this edited printout version of the chart. Simply enter a name and confirm.

17. Once stored, you can always open it from the Saved Views and print it again.

Print a comprehensive family treeEspecially when dealing with extensive family trees, we recommend you contact a professional printing service for printout on a large format plotter printer.

1. Open the chart (e.g. the Ancestor Chart) 2. Click the cogwheel button in the bottom right corner.

3. An Options window will open.4. Choose White for the Color setting and Flat in the Appearance selector.


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5. Close the Options window by clicking anywhere outside it.

6. Now click the PDF button below the chart.

7. A dialog window will open.

8. Choose where you want to save the PDF.

9. Click Save

10. Hand this file over to a professional printing service. They will know how to print your family tree in maximum size.

Virtual TreeThe Virtual Tree presents your family in a three-dimensional view. Navigate by clicking persons either in the right-hand list or directly in the tree. Zoom in and out persons you select with the mouse wheel.Click and hold anywhere in the tree and move the mouse to rotate the tree around the selected person. Alternatively, click the Navigation buttons in the upper right corner. When you hover the mouse pointer over a person, an info bubble will open, detailing that personʼs basic information. Double-click a person to open that personʼs profile in the Persons Editor.In the right-hand column, beneath the Navigation buttons, click Person Scope to see the selected personʼs partners and children.The blue monitor button in the bottom bar switches to Fullscreen mode, the cogwheel button will open the Options window.

Hour Glass ChartIn the Hourglass Chart, youʼll see a person with all his or her direct ancestors and all direct Descendants. Opening the Options window allows you to adjust the number of generations of descendants and ancestors individually.In addition to that, you can define the orientation, spacing and size of elements. When you click one of the boxes, a balloon window will open, allowing you to edit this personʼs information or open one of the other diagram types for this person.


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Ancestor ChartThe Ancestor Chart shows all of a personʼs forebears. Select a start person from the right-hand list of persons to see their ancestors.The Options window (click the cogwheel button), you can adjust the color scheme, orientation and spacing between the boxes.

Descendant ChartSee all your offspring and their offspring in the Descendant Chart. The adjustment parameters in the Options window are similar to those of the Ancestor Chart.

TimelineThe Timeline visualizes the lifespan of every person in your family tree arranged above a common timeline. That way, youʼll easily spot the oldest ancestor you researched and which of your relatives could even have met at all.Persons without a date of death are represented by a line with a smoothly tapered right edge, if a date of death has been entered, the personʼs line will show a defined right edge:

The Options window allows you to exclude persons born before or after a specific date from the chart.

Please, try the alternative appearances of the interconnecting lines in any case (find the setting in the Options window). You can choose between straight lines and lines that align to a grid. These can change chartsʼ appearance completely so itʼs worth a try.


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StatisticsThe statistics feature will give you a completely different angle on your relatives and their lives. Do you know which is the most common month in your family for marriage? Simply click “Month of Marriage” in the right-hand list and see the results immediately. The Options window allows you to exclude persons born before or after a certain date, which lets you compare child mortality in different time periods, for example.

Fan ChartThe Fan Chart visualizes a person surrounded by their ancestors. In the Options window, you can rotate the Fan Chart, increase segment size in order to allow more/larger text or adjust the spacing between generations.

Relationship ChartIn the relationship Chart, youʼll see how any two persons are connected to another. These relationships may exceed the naming conventions of typical genealogy work but youʼll nevertheless be surprised to learn that a relative is your cousinʼs grandmotherʼs nieceʼs cousin once removed up. Select two persons from the right-hand lists and see their connection in the main area, including all stations in between.

Virtual GlobeThe Globe is the virtual modeling of an actual globe and can be rotated freely by clicking and dragging with the mouse. MacFamilyTree automatically visualizes all places where events like births, christenings, weddings and the likes took place (if you determined their geo-coordinates). If youʻve kept track of relativesʼ migration events and places of residence, this will help you learn about how your relatives spread over the earth from your familyʼs place of origin.The Options window lets you decide if connecting lines are displayed, events before or after a specific date can be hidden and how many auxiliary place names are given as points of reference.


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7Reports


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In generalReports present you with a completely different perspective on your data than charts can give you. Reports can list all place names that were relevant in your family history (because Person Events and Family Events took place there), determine who lived the longest in your family or simply list all persons in your file.

Saved ReportsSimilar to Saved Views, you can take snapshots of your reports in MacFamilyTree. Either click the pencil button to open the graphical editor and save when you close that window or simply hit the hard disk button in the bottom bar.In contrast to the actual reports, Saved Reports arenʼt refreshed when new information is added. On the other hand, this allows you to preserve a snapshot of your progress after the first week, the first month and the first year of genealogy work. In addition to that, you can edit reports with the graphical editor and store them exactly in this edited state.

Adjust ReportsSome report types are compiled of separate blocks that can be activated or deactivated individually. That way, you could exclude the World History events from your Person Report if you donʼt need them in your report for printout. MacFamilyTree even gives you the choice of which event types from the person events to include.

Show and hide World History eventsThe World History feature automatically determines which historic events took place in a personʼs life span and adds that information to the Person Report. This helps you get a more detailed and clearer picture of a personʼs background and you might get a better understanding of some of the decisions they made - perhaps a first cousin five times removed up emigrated because he was a refugee or she married noticeably early due to social constraints. If this additional information isnʼt important for your work, they can easily be deactivated:

1. Open a report

2. Click the cogwheel button in the bottom right corner


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3. The Options window will open, which offers different settings for every type of report. Changes made here are applied immediately.

4. Beneath the World History list, click the “Deactivate All” button.

Define own eventsAdd your own events in the World History feature in addition to the existing ones - if, for example, your family mansion burned down in war, if an ancestor was knighted or if you live in a country MacFamilyTreeʼs database doesnʼt offer any local events for, if you like to track the opening dates of movies or release dates of music or if youʼd like to see if an ancestor of yours could have known a certain novel before he wrote his own book.

1. Open the MacFamilyTree Preferences in the menu bar“MacFamilyTree” - “Preferences…”.

2. In the World History tab, youʼll find a table of all custom historical events

3. Click the Add button.

4. Enter the information directly in the list. Please enter at least a start date.

5. Close that window once youʼve finished.


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Activate custom events in the Person ReportOnce youʼve entered your own events, itʼs time to activate them in the Person Report:

1. Open a Person Report



4. Activate “Custom Events” in the World History section.

5. Done! All Person Reports about ancestors who lived in that time period should show your own events now.

Blood RelativesIn the Kinship Report, you can decide wether to include all relatives or just the familyʼs bloodline. Open the Kinship Report and then click the cogwheel button to open the Options window.Here, activate the “Show only blood relatives” checkbox in order to exclude spousesʼ families from the report or deactivate this option if you feel these persons are missing from the report.

PrintPrinting reports quickly can easily be achieved by clicking the Print button beneath the reports in the bottom bar.


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Similar to the options MacFamilyTree offers in the charts section, reports, too, can be edited with the graphical editor, allowing you to reformat text, delete single elements and add information which may not be important for the family tree data itself but for the person youʼre going to give the report to.So instead of the Print button, click the pencil button beneath the chart.

Adjust text formatting like color, font size and font type to enhance the appearance for your own purposes. Print this edited version by clicking the Print button right there in the editor window. When closing the window, you can decide to save a copy in the Saved Reports area.

Person ReportThe Person Report gives a comprehensive summary of a personʼs data. Youʼll find detailed information about that person, as well as their context among their ancestors, close family and descendants. Select the person youʼd like to see the report about from the right-hand list of persons.The Options window lets you show or hide single blocks like Notes or the Narrative Report. You can change the number of generations being displayed in the embedded Hourglass Chart, Ancestor Chart and the Descendant Chart. In addition to that, simply choose which World History categories of events to include in the report.

Family Group ReportThe Family Group Report shows a couple, including their children - ideally suited for printing it out and discussing family constellations with contemporary witnesses who donʼt have access to genealogy software.

Kinship ReportUse the Kinship Report if youʼre looking for a list of all of a personʼs relatives, including a classification of their actual degree of kinship. It helps you easily distinguish step parents from biological parents or identify 2nd and 3rd cousins.

You can add any amount of data and commentary to charts and reports. This information is only added to the charts and reports but not to your actual person and family data. Please, use only the editors for entering actual information.


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The Options window lets you adjust the number of generations being displayed, change the sorting order or switch between inclusion of the spouseʼs relatives and restriction to blood relatives.

Narrative ReportThe Narrative Report may serve as a basis for your own written family chronicle. You donʼt have to start with a blank page anymore and are spared the tedious manual labor of copying personal dates and forming full sentences of the information. Instead, base your chronicle on the Narrative Report and simply edit what you get, depending on what youʼre going to use them for. That way, youʼll get results in no time and you can be sure your data is correct.

Places ReportSee at a glimpse where your familyʼs history took place. All places you entered when editing family events and person events are listed here, each containing links to all the events that were assigned.

Events ReportThe Events Report lists all your familyʼs events, sorted by date. The Options window (click the cogwheel button) allows you to group events in chunks of time of up to 25 years each.

Distinctive Persons ReportMacFamilyTree can single out all persons who married unusually early in their lives or had especially large numbers of children. In the Options window, you can activate or deactivate the conditions used for finding distinctive relatives.


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Please keep in mind that this report requires birth dates, dates of death and other events to work properly.

Birthdays ReportThe Birthday Report lists all birth dates you entered, sorted first by month, then day. In the Options window, you can choose to hide all living persons.

List of Persons ReportThe List of Persons Report gives you a comprehensive list of all persons currently in your family tree database. In the Options window, you can choose to sort by either Name, Date of Birth, Place of Birth, Date of Death or Place of Death.

Marriage List ReportThis Report lists all married couples in your family tree, including their children. Especially when collaborating with others, this will help you stay on top of the latest developments within your family. Did your cousinʼs great-niece marry her boyfriend or not? The Marriage List Report will give you this piece of information.Change the sorting order in the Options window (click the cogwheel button) from sorting by the husbandʼs name to the wifeʼs name, date of marriage or place of marriage.


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8Preferences


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General SettingsAll application-wide settings are consolidated in the MacFamilyTree menu “Preferences…”. In most cases, you wonʼt need these settings more often than a couple of times a year. Here, youʼll find settings that affect the general behavior and look of MacFamilyTree. Please have a look a the available options, weʼll cover only a few here.

Import images in the best possible quality.1. Open the MacFamilyTree menu and click Preferences

2. Now, in the Preferences window, click the General Tab.

3. Deactivate the “Compress and shrink large images” option.

Switch Man/Woman to Partner 1/Partner 2 in the Families EditorThe Families Editor labels the two partners either as Man/Woman or as Partner 1/Partner 2. Choose your preferred labeling here.

1. Open the MacFamilyTree menu and click Preferences


3. Choose your preference from the selector at the bottom of this window.

Auto text completionBy default, MacFamilyTree memorizes all your entries and offers them for automatic completion the next time you start typing the same place name or family name, for example. But if you donʼt find this feature useful:



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3. Deactivate “Automatic completion of Places and Surnames”.

Date formatsDates can be formatted differently between countries or even just between different genealogy applications. Defining characteristics are the order of days, months and years, as well as the separators. To be more precise, February 6, 1912 could be formatted as:

February 6, 1912

6. Feb 1912

06.02.1912

06/02/1912

02/06/1912

02 06 1912

Plus, you may find the order mixed up in some regions, sometimes with the month or year up front. But more trivially, you may have birthday data missing the actual day or even month and day in your database. Each of these cases requires a template be defined in MacFamilyTree (common templates are preset).


2. In the Preferences window, click Date Formats

3. The list of Date Formats contains the preset templates.

You can edit them in the left-hand column by double-clicking an item. Use:dd for Day

MM for two-digits Month Number

MMM for the truncated Month Name

MMMM for the complete Month Name

yyyy for the year

Separators can be a blank, full stop, dash or a slash. These are as much integral parts of the date format as the order of days, months and years are. Letʼs say you want MacFamilyTree to recognize dates consisting merely of a month, a full stop and the year. The Date Formats list would have to contain an entry like this: MM.yyyy

4. So click the Add button in order to add a new format.


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5. A new “yyyy” entry is added at the end of the list.

6. Double-click that entry and enter your date format in the left-hand column.

7. The right-hand column gives you a preview of what todayʼs date would look like in this new date format.

Name FormatsDefine your preferred name format independently for both the display of names and the sorting of names in lists. So if you prefer Name, Family Name in that order for display but would like all lists sorted by Family Name whenever you do sort by name, then choose your preferred options here.Simply open the MacFamilyTree Preferences and then click the Name Format tab.


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9Exchange data


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MacFamilyTree.comMacFamilyTree.com is a free internet service provided by us to all our customers. MacFamilyTree can compile websites of your data which allows you to give friends and family worldwide access to the information you gathered.

Initial registration with MacFamilyTree.comYouʼll have to register once with this service if youʼd like to upload your website to MacFamilyTree.com. This is no product registration with us, although a valid serial number is required.Do memorize the name and password you choose, as you may need them again some time. MacFamilyTree will store the password for you but in case you have to completely reinstall MacFamilyTree at some point, youʼll lose that stored password, too.

1. In the left-hand column, click Export, then “Website on MacFamilyTree.com”

2. Click the “Create New Account” button.

3. Youʼll find your serial number, which is required for registration with the website, pre-filled in the respective field.

4. Choose a user name and password that you know you will remember and enter them in the respective fields.

5. Now click Register.

6. Youʼll be automatically registered and the initial window will open, with user name and password already in place.

In case your preferred user name already exists, please choose a different name.

Please note that this website doesnʼt provide secure backup of your database. So please backup your family tree data at home regularly.


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Log in with your user nameAfter registration and from here on anytime you click Export in the left-hand column and then “Website to MacFamilyTree.com”, youʼll see the login screen. Your user name and password are pre-filled.

1. Click Login

2. Youʼll see a list of all websites you published to MacFamilyTree.com, which, of course, is empty the first time you use this feature.

3. Click the “Create New Web Page” button.

4. The following screen offers a number of publishing options. Please read them carefully and select the parameters you prefer.

5. Now click Next.

6. Enter the name of your website. Now choose a level of privacy:

7. Once thatʼs done, click the Publish button.

8. After you published your website, MacFamilyTree will display a link you can pass on to others. If you decided to password-protect your family tree website, please send the password along with the link.

9. The website is available on the first screen MacFamilyTree shows after you logged in with MacFamilyTree.com. Select the website from the list and click one of the options offered there - open it in Safari, delete it or replace it with the current (more recent) data.

One decision for you to make is if other visitors of the MacFamilyTree.com website will find your page via the websiteʼs search feature. If so, your website will merely be listed in the search results. This is just the title in a list, thatʼs all.The second decision is wether or not visitors who find your family tree website may actually look at your data. If you want to restrict access to your familyʼs history to just those people you give permission to, then please, secure the website with a password. Donʼt password-protect your website if youʼre interested in exchanging information with other genealogists who might be able to give you useful information from their own research in exchange for yours.


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MobileMeMobileMe is a paid service offered by Apple Inc., which gives you an e-mail-address, webspace to upload your own website to and other services for Macs and iPhones. MacFamilyTree can upload your family tree website to your MobileMe account. The main difference to uploading it to MacFamilyTree.com is that MacFamilyTree canʼt password-protect your family tree on MobileMe. Please refer to Appleʼs documentation for options on how to restrict access to a certain group of people.

1. In the left-hand column, click Export, then “Website to MobileMe”

2. In the windowʼs main area, youʼll see options for the exported website.

3. Choose the language, color theme and other options.

4. Click Next

5. On the next screen, name the website.

6. Fill in your MobileMe Name and Password and click Upload.

Your own webspaceMacFamilyTree lets you export your family tree website to any folder on your Mac, which you can then upload to any web space by means of an ftp client. If these words donʼt mean anything to you, please use MacFamilyTree.com, itʼs in no way inferior to publishing on your own webspace.In order to export to any folder:

1. In the left-hand column, click Export, then “Website to Hard Disk”.

2. Choose the language, color theme and other options.

3. Click Next

4. In the windowʼs main area, youʼll see a summary of your export choices.

5. By default, the website will be exported to a new folder on your Desktop.

6. Click Export, then after export, upload the resulting folder to your webspace.

Insert GEDCOM dataGEDCOM files are the only widely accepted, unified standard way of exchanging genealogy data between different genealogy applications or genealogy websites and a genealogy application. Apart from very minor exceptions, GEDCOM files are even compatible across platforms - Macs and PCs can exchange these files, too.


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In order to be able to insert data, open your current family tree file. There are two ways you can add that data to your own:

Append will add data from the GEDCOM file to your own database. MacFamilyTree will not try to make connections to existing family members, though. This option comes in handy if you want to append your spouseʼs family tree to your own.

Merge is best to be used if you want to add family tree data from a file which overlaps your own data in several different spots. Letʼs say a relative works on his own file of basically the same branch of the family and has some information youʼd like to include in your data. Merging is the best choice then.

Append1. Open your family tree file

2. From the Special menu, select “Append GEDCOM file to current Tree”.

3. A selection dialog will open.

4. Choose a GEDCOM file to append.

5. MacFamilyTree will import the data

Letʼs say the appended GEDCOM file is your spouseʼs family tree. Now, thereʼs two cases to differentiate here. First:

If your partner was in your own tree and in the GEDCOM file6. In the left-hand column, click Edit, then Persons.

7. A list of all persons in your database will show.


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8. In the bottom right search field, enter your partnerʼs name

9. Right-click (or ctrl-click) your partnerʼs entry in the list.

10. Now select “Search for Duplicates” from the context menu.


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11. The “Find Person Duplicates” dialog window will open. In the left-hand column, youʼll see the person you based your search for duplicates on.

12. Check the results listed in the right-hand column and choose the actual duplicate (additional details are listed beneath both lists so you can easily distinguish people with the same name from actual duplicates)

13. Click the Merge button.14. A confirmation dialog will open.15. Here, click Merge again.

If your partner was only in the GEDCOM file, not yet in your own tree6. In the left-hand column, click Families.7. Either click the plus button beneath the list in order to add a new family entry for

yourself or double-click an entry with yourself but without a partner if it exists.


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8. The editor will open.9. Click the magnifying glass button beneath each palette to enter both you and your

partner as Partner1/Partner2 or Man/Woman in the upper palettes.

MergeThe second option for inserting data from GEDCOM files is merging the two data pools (GEDCOM and your own family tree). This option is recommended if the imported data overlaps your own in more than one case - like some relative working on the same branch of the family.

1. Open your family tree file.

2. From the Special menu, pick “Merge GEDCOM file with current Tree”.


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3. A selection window will open.

4. Choose a GEDCOM file.

5. MacFamilyTree will merge the data and search for duplicates.

6. Now step through the possible duplicates and merge the actual ones.

Import a GEDCOM file including linked image filesThe first important step when exchanging GEDCOM data with image files like photos and documents is exporting correctly from the current genealogy application. Look in that application for a GEDCOM export feature. Most applications will then allow defining a folder in which the image files will be stored, since GEDCOM files canʼt contain image files, just links to their location.

1. Look for this folderʼs location.

2. Then define that folder as the destination for the GEDCOM file, too.

3. After export, copy this entire folder to your Mac (if the other application was running on a different computer)

4. Now choose one of the previously described import options.

5. In most cases, MacFamilyTree will import persons including image files now.

GEDCOM ExportGEDCOM is the only universally supported exchange format between genealogy applications. We aim for maximum GEDCOM compatibility with MacFamilyTree, so you can collaborate with friends or family in researching the past.


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Export the entire family treePlease open the File menu and click the “Export GEDCOM file” option.

Choose a location to store the GEDCOM file to and a file name. Choose a date format and text encoding.

Please find out which text encoding is supported by the application you want to exchange data with. If supported, UTF is preferable because of its support for special characters from various languages.


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Export partial treesIn some cases, giving away your entire tree is either not practical or simply not an option due to privacy concerns. You may also need a partial excerpt from your complete data if you want to start a separate file for a specific branch of your family, for example when giving data you researched about your spouseʼs family to in-laws who wonʼt pursue your branch of the family, anyway. To select part of a tree for export:

1. Open the Special menu and select “Selective GEDCOM Export”.

2. The Selective GEDCOM Export window will open, letting you select the persons to export:


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3. Click a person to export in the left-hand column and then click Add.

4. That person is added to the right-hand list.

5. For every person you export, select in the Related Persons column if close relatives are to be exported along with that person. The choices include “All Ancestors” and “All Descendants”.

6. Once you finished, click Export.

7. Choose where you want to export the partial tree to.

8. If necessary, choose a different character encoding than UTF.

Please find out which text encoding is supported by the application you want to exchange data with. If supported, UTF is preferable because of its support for special characters from various languages.


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The iPhone - MobileFamilyTreeMobileFamilyTree is a companion application to MacFamilyTree, available in the iTunes AppStore for iPod touch, iPhone and iPad, which allows you to edit your family tree data on the go and present your findings to friends and family. That way, your genealogy data is with you wherever you go and when you hear one of these old stories at your next family reunion again, interview that relative and immediately add the information to your database.MobileFamilyTree requires a current and registered version of MacFamilyTree for your Mac. Right now, data can only be synced over AirPort (WiFi), USB and Bluetooth is limited to Appleʼs own applications.Before you start researching on the road, you have to sync and initialize the iPhone / iPod touch once so the entire person data is transferred from your Mac to MobileFamilyTree. Once that is done, only the actual changes will be synced from there on.

1. Launch MobileFamilyTree on your iPhone

2. Set up a wireless network connection. The iPhone and your Mac have to be in the same network for the sync. If possible, deactivate the firewall and allow all incoming connections.

3. Now in MacFamilyTreeʼs left-hand column, first click Export, then MobileFamilyTree.

4. In the “Found MobileFamilyTree Devices” list, your iPhone should be listed now. In case not, please solve this problem first.

5. Your iPhone, iPod touch or iPad should appear in the list now.

6. Select your device and click “Synchronize Database with this Device.

7. All information is summarized on another screen.

Ad-Hoc NetworkIn case the connection problem canʼt be solved, please establish an Ad-Hoc network connection between iPhone and Mac:

1. Click the Airport icon in the Menu Bar.

2. From the drop-down menu, choose “Create Network”

3. In the next window, click OK to confirm.


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8. Click Upload.

9. On your iPhone, youʼll see the “Connected to MacFamilyTree” message while the data is synced.

10. Once the process is completed successfully, MacFamilyTree will show a Synchronization Complete message.

11. Your iPhone will display the family tree overview list.


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User Guide

Documents

update macfamilytree

edit person data

familysearch data

person search

use sources

upload data

online database

persons editor