Search found 23 matches

by Mardon
09 Jan 2023 19:59
Forum: General Usage
Topic: Source Template Missing - So Can't Edit & Sync It
Replies: 2
Views: 305

Re: Source Template Missing - So Can't Edit & Sync It

<*snip*> I guess you have used the Create Source Template Definitions plugin previously to create Source Template Definitions from Source Templates imported from RootsMagic. Try running that plugin again to recreate the definition for this template. Thank you for your suggestion. I ran the plugin a...
by Mardon
08 Jan 2023 21:45
Forum: General Usage
Topic: Source Template Missing - So Can't Edit & Sync It
Replies: 2
Views: 305

Source Template Missing - So Can't Edit & Sync It

I have a Source Template that I want to edit and sync with the existing citation records that use this template. I've done this many times without issue. But this time the Source Template, "GenealogyBank, Obituaries (online)" [10021], is not appearing in the list of templates in the Source Templates...
by Mardon
03 Jan 2023 20:01
Forum: General Usage
Topic: Seeking Confirmation of My Backup Strategy.
Replies: 6
Views: 597

Re: Seeking Confirmation of My Backup Strategy.

The strategy I use with OneDrive cloud storage is to use its Settings > Back up > Manage backup feature to backup the Desktop, Documents & Pictures folders. Then all those files are automatically saved to the cloud as each one is changed. Thank you, Mike, for your interest and suggestions. I use Pa...
by Mardon
03 Jan 2023 18:16
Forum: General Usage
Topic: Seeking Confirmation of My Backup Strategy.
Replies: 6
Views: 597

Re: Seeking Confirmation of My Backup Strategy.

Where do you store your media files? The full backup only saves them if they are inside the project folder. If they are stored elsewhere and simply linked in FH, they are not backup up, and you will need to save them separately. Thank you for your comments. I keep the original copies of my media fi...
by Mardon
02 Jan 2023 18:00
Forum: General Usage
Topic: Seeking Confirmation of My Backup Strategy.
Replies: 6
Views: 597

Seeking Confirmation of My Backup Strategy.

I recently switched from RM8 to FH7 (ver 7.0.17.1) and would like to confirm that I'm doing everything necessary to completely backup my two FH Projects. My procedure is to always do three things before exiting a Project: 1. I click the "Save" button on the main FH menu. 2. I perform a Full Backup (...
by Mardon
18 Dec 2022 19:10
Forum: General Usage
Topic: Two Questions Re Ancestors By Generation Report.
Replies: 11
Views: 744

Re: Two Questions Re Ancestors By Generation Report.

You need to choose Attributes (the tab next to Events) when editing the Fact list to see and add Residence. Thank you! I feel foolish now. It was so simple after I saw your screen shot. I should have been able to see that myself. JI guess it's just one of those days when my old brain wants to go AW...
by Mardon
18 Dec 2022 17:28
Forum: General Usage
Topic: Two Questions Re Ancestors By Generation Report.
Replies: 11
Views: 744

Re: Two Questions Re Ancestors By Generation Report.

ColeValleyGirl wrote:
18 Dec 2022 16:54
You need to choose Attributes (the tab next to Events) when editing the Fact list to see and add Residence.
I tried that as shown here and still couldn't add Residence. What am I missing?
https://justphotos.ca/post/Attribute.jpg
by Mardon
18 Dec 2022 16:34
Forum: General Usage
Topic: Two Questions Re Ancestors By Generation Report.
Replies: 11
Views: 744

Two Questions Re Ancestors By Generation Report.

1. Is there any way to add the Residence Fact information to the Ancestors By Generation Report? 2. Is there any way to force the report to use ahnentafel numbering rather than sequential numbering? I've read the thread at this URL but it didn't help: https://www.fhug.org.uk/forum/viewtopic.php?t=13...
by Mardon
15 Nov 2022 15:17
Forum: Plugin Technical Support & Development
Topic: Create Source Template Definitions - No Download Link
Replies: 9
Views: 1223

Re: Create Source Template Definitions - No Download Link

When I go to the "All Plugins List" and click on "Create Source Template Definitions", I get the page shown in the attached image. I've looked for other ways to get to the download link but I keep getting the page shown in the attachment. I can't find a download link. I guess I'm probably doing some...
by Mardon
15 Nov 2022 14:56
Forum: Plugin Technical Support & Development
Topic: Create Source Template Definitions - No Download Link
Replies: 9
Views: 1223

Create Source Template Definitions - No Download Link

I'm not seeing a download link on the details page for the "Create Source Template Definitions" plugin. I see download links on other plugin pages that I checked. Can anyone tell me when/if the "Create Source Template Definitions" plugin will be available again?
by Mardon
10 Nov 2022 11:57
Forum: General Usage
Topic: Sending a Project to Another FH User
Replies: 15
Views: 981

Re: Sending a Project to Another FH User

Mark1834 and tatewise, Can I get a final clarification about my original question of how to send a copy of my Project file to a relative who is a new FH7 user. I now understand that I have to send two things: 1) The Full Backup Data File for the Project, and 2) the folder/subfolders that I've create...
by Mardon
09 Nov 2022 21:38
Forum: General Usage
Topic: Sending a Project to Another FH User
Replies: 15
Views: 981

Re: Sending a Project to Another FH User

tatewise and Mark1834, After reading your comments, I realized that back when I originally installed FH7 I also installed the plugin, "Backup and Restore Family Historian Settings via Windows". Somewhere along the way I forgot that running this plugin had to be part of the backup process. I had inco...
by Mardon
09 Nov 2022 18:55
Forum: General Usage
Topic: Sending a Project to Another FH User
Replies: 15
Views: 981

Re: Sending a Project to Another FH User

Other items you might want to include are any custom Fact Definitions you have created, or any Source Template Definitions. Thanks for the comments. I use a lot of custom Fact Definitions and Source Template Definitions in my Projects. I thought that all of these that have been added to a Project w...
by Mardon
09 Nov 2022 14:43
Forum: General Usage
Topic: Sending a Project to Another FH User
Replies: 15
Views: 981

Sending a Project to Another FH User

I want to give a copy of my FH7 Project to a relative who is a new FH7 user. Is it best to create a Full FH7 Backup file and send that to them or is it better to zip up everything in my FH Project folder/subfolders and send that? Or does it matter either way? (I have always opted to copy my media fi...
by Mardon
17 Jul 2022 20:21
Forum: Plugin Technical Support & Development
Topic: Backup & Restore - Tate or Draper?
Replies: 4
Views: 912

Backup & Restore - Tate or Draper?

I bought FH7 today after finishing a 30 day trial. I'm switching from RM8. I want to have a solid backup strategy for my FH7 projects. My plan is to keep time-staggered, full backups, on two removable thumb drives. I believe the other thing that I need is a backup of my FH7 settings. I plan to also ...
by Mardon
26 Jun 2022 20:49
Forum: General Usage
Topic: Should I Eliminate Most Witness Facts?
Replies: 6
Views: 789

Re: Should I Eliminate Most Witness Facts?

FH is flexible enough to accommodate a variety of options to suit your preference. <*snip*> In a Census, each person is effectively a principal because they all have the same Role. See also FHUG Knowledge Base Recording from a Census Record . <*snip*> shared Fact Witnesses are a perfectly good solu...
by Mardon
26 Jun 2022 20:16
Forum: General Usage
Topic: Should I Eliminate Most Witness Facts?
Replies: 6
Views: 789

Re: Should I Eliminate Most Witness Facts?

<*snip*> Your RM witnesses should have come into FH perfectly fine, complete with roles. If they truly did not, then there may have been an import option that you could choose differently, someone else may be able to help with that. But in short - if you like creating facts with principal and witne...
by Mardon
26 Jun 2022 18:53
Forum: General Usage
Topic: Should I Eliminate Most Witness Facts?
Replies: 6
Views: 789

Should I Eliminate Most Witness Facts?

I'm in the process of converting from RM8 to FH7. I used Shared Roles a lot in RM and all these entries got converted to Facts in FH7. For example, If a person's death certificate listed the parents' names, and the spouse's name was listed as the Informant, I added a RM Shared Role to each of these ...
by Mardon
25 Jun 2022 17:50
Forum: General Usage
Topic: Replacing Witnesses with Census Facts after RM8 to FH7 Import
Replies: 1
Views: 407

Replacing Witnesses with Census Facts after RM8 to FH7 Import

I’m new to FH but I’ve already spent considerable time researching how to correctly enter Census data. I’ve concluded that the preferred approach is for each person in a family to be treated as a Principal and have their own Census Fact. My dilemma is that the RM8 to FH7 import process automatically...
by Mardon
22 Jun 2022 14:49
Forum: General Usage
Topic: Strategy For Linking Media to Facts and Places
Replies: 3
Views: 589

Re: Strategy For Linking Media to Facts and Places

<*snip*> I don't think it is a good idea to automatically link Place media to every associated Fact. FH rarely performs that type of action. So that leads to two possible enhancements to FH. 1) Improve the Facts tab Show Media button to include Media attached to the Place record. <*snip*> Thank you...
by Mardon
21 Jun 2022 16:02
Forum: General Usage
Topic: Strategy For Linking Media to Facts and Places
Replies: 3
Views: 589

Strategy For Linking Media to Facts and Places

Converting from RM8 to FH7 and want to adopt a 'best practices' approach as I go about cleaning up the transferred data. Hence this question. Assume I have a fact such as a Residence, and also a photo of that house in the media files. I have been linking that photo to both the Residence fact and als...
by Mardon
20 Jun 2022 12:11
Forum: General Usage
Topic: 'Standardized Version' of Place Names
Replies: 5
Views: 899

Re: 'Standardized Version' of Place Names

Welcome to the FHUG. In Tools > Preferences > Map Window tick Block Refresh for Non-tentative Geocodes so that the lat/long values do not get accidentally updated by auto-geocoding. Thanks. I didn't know this. I have a feeling that auto-updating could have totally messed up my place records. Wouldn...
by Mardon
20 Jun 2022 10:12
Forum: General Usage
Topic: 'Standardized Version' of Place Names
Replies: 5
Views: 899

'Standardized Version' of Place Names

In the “Tools > Work with Data > Places > Edit” dialogue there is a data entry field for “Standardized Version” of the place name. It’s my understanding that this field is provided to ensure that an accurate geolocation occurs when the historical place name differs from the present-day, standardized...