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how_to:import_from_tmg [2017/12/27 12:23]
tatewise [Import Fact Sort Dates]
how_to:import_from_tmg [2020/06/09 10:29]
tatewise [Import Guide]
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 ===== Introduction ===== ===== Introduction =====
  
-Importing from [[http://​www.whollygenes.com/​|The Master Genealogist]] (TMG) to [[Glossary:​Family Historian]] (**ƒ<​color #​808000>​h</​color>​**) is often quite straight forward. The **ƒ<​color #​808000>​h</​color>​** ​website[[fhcalico>​support/​faq-tmg|Frequently Asked Questions – for TMG Users]] gives an overview.+Importing from [[http://​www.whollygenes.com/​|The Master Genealogist]] (TMG) to [[Glossary:​Family Historian]] ({{fh}}) is often quite straight forward. The {{fh}} ​website [[fhcalico>​support/​faq-tmg|Frequently Asked Questions – for TMG Users]] gives an overview.
  
-The two methods for migrating from **TMG** to **ƒ<​color #​808000>​h</​color>​** ​are [[#Import TMG Project]] and [[#Import GEDCOM File]]. However, [[#Import TMG Project]] does not support **TMG V7** or earlier, so install the **TMG V9** for **US** or **UK** below. See also posting [[topic>​t=13185|Import TMG project failure]].+The two methods for migrating from **TMG** to {{fh}} ​are [[#Import TMG Project]] and [[#Import GEDCOM File]]. However, [[#Import TMG Project]] does not support **TMG V7** or earlier, so install the **TMG V9** for **US** or **UK** below. See also posting [[topic>​t=13185|Import TMG project failure]].
  
   * **[[http://​www.fhug.org.uk/​programs/​tmg9setup.exe|tmg9setup.exe]]** TMG Version 9.3.0.0 **US** ​   * **[[http://​www.fhug.org.uk/​programs/​tmg9setup.exe|tmg9setup.exe]]** TMG Version 9.3.0.0 **US** ​
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 ===== TMG Tips ===== ===== TMG Tips =====
  
-Apply these tips to your **TMG Project** before migration to **ƒ<​color #​808000>​h</​color>​**.+Apply these tips to your **TMG Project** before migration to {{fh}}.
  
-If details such as **Memos** are not imported to **ƒ<​color #​808000>​h</​color>​** ​then in **TMG** run all **File > Maintenance** options and try again.+If details such as **Memos** are not imported to {{fh}} ​then in **TMG** run all **File > Maintenance** options and try again (e.g. **Reindex**,​ **Optimise**,​ **Validate File Integrity**).
  
-If some **Citations** are not imported to **ƒ<​color #​808000>​h</​color>​** ​(other than as noted below) then this technique may help. Create a __blank__ **TMG Project** and merge it with your __main__ **TMG Project**, then all expected **Citations** should be imported.+If some **Citations** are not imported to {{fh}} ​(other than as noted below) then this technique may help. Create a __blank__ **TMG Project** and merge it with your __main__ **TMG Project**, then all expected **Citations** should be imported.
  
-FIXME Add details about TMG data sets, projects, and merging, plus how to copy **TMG Projects** for Direct Import to **ƒ<​color #​808000>​h</​color>​** ​on another PC. See Forum postings [[topic>​t=12901|Merging 2 trees]].+TMG backups have a SQZ extension and can't be used directly, but if you copy the file to a name with a .zip extension you can use the Windows option to extract the files to a folder and then follow the instructions below to import the data to {{fh}} 
 + 
 +FIXME Add details about TMG data sets, projects, and merging, plus how to copy **TMG Projects** for Direct Import to {{fh}} ​on another PC. See Forum postings [[topic>​t=12901|Merging 2 trees]].
  
 ===== Import TMG Project ===== ===== Import TMG Project =====
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 Ensure **TMG** is not running. Ensure **TMG** is not running.
  
-Use **File > Project Window** and the **New Project** button, select **Import from other family tree file** and browse to the TMG (**.tmg** or **.pjc**) Project file. In **ƒ<color #​808000>​h</​color> ​Version 6.0** click **Next>​** and review the **TMG Import Options** using the **Help** button to obtain advice. Click **Next>​** to complete the dialogue.+Use **File > Project Window** and the **New Project** button, select **Import from other family tree file** and browse to the TMG (**.tmg** or **.pjc**) Project file. In {{fh}} ​**Version 6.0** click **Next>​** and review the **TMG Import Options** using the **Help** button to obtain advice. Click **Next>​** to complete the dialogue.
  
 This works well with most **TMG** versions and includes **Witness** details, **BUT** please ensure you are using the [[fhugdownloads:​contents:​family historian 5.x.y upgrade]] or [[fhugdownloads:​contents:​family historian 6.x.y upgrade]]. You can check this by selecting **Help > About Family Historian** on the menu. This works well with most **TMG** versions and includes **Witness** details, **BUT** please ensure you are using the [[fhugdownloads:​contents:​family historian 5.x.y upgrade]] or [[fhugdownloads:​contents:​family historian 6.x.y upgrade]]. You can check this by selecting **Help > About Family Historian** on the menu.
  
-[[Glossary:​Calico Pie]] recommend using the **TMG** direct import as this includes **Witnesses**. **ƒ<color #​808000>​h</​color> ​Version 6.0** imports them as **Fact Witnesses**. **ƒ<color #​808000>​h</​color> ​Version 5.0.11** imports them in a **Note** against the **Fact**, allowing them to be processed later using [[plugins:​index|Plugins]] in **ƒ<color #​808000>​h</​color> ​Version 6.0** if required. They ask that any problems are reported to them directly via the [[support@family-historian.co.uk]] if possible including a small sample database showing the problem.+[[Glossary:​Calico Pie]] recommend using the **TMG** direct import as this includes **Witnesses**. ​{{fh}} ​**Version 6.0** imports them as **Fact Witnesses**. ​{{fh}} ​**Version 5.0.11** imports them in a **Note** against the **Fact**, allowing them to be processed later using [[plugins:​index|Plugins]] in {{fh}} ​**Version 6.0** if required. They ask that any problems are reported to them directly via the [[http://​support.calico-pie.com/​open.php|support@family-historian.co.uk]] if possible including a small sample database showing the problem.
  
 ==== Import Guide ==== ==== Import Guide ====
  
-The **TMG** items are imported as the following ​**ƒ<​color #​808000>​h</​color>​** ​items by the [[fhugdownloads:​contents:​family historian 6.x.y upgrade]]. The import is similar using **ƒ<color #​808000>​h</​color> ​Version 5.0.11**, but not so comprehensive as explained later.+The **TMG** items are imported as the following ​{{fh}} ​items by the [[fhugdownloads:​contents:​family historian 6.x.y upgrade]]. The import is similar using {{fh}} ​**Version 5.0.11**, but not so comprehensive as explained later.
  
   * Every **Person** becomes an **Individual Record**   * Every **Person** becomes an **Individual Record**
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   * Every **Name Tag** becomes an **Individual Name** instance   * Every **Name Tag** becomes an **Individual Name** instance
   * Every **Tag** with 1 **Principal Person** becomes an **Individual Fact** (Event/​Attribute) e.g. **Birth** & **Death**   * Every **Tag** with 1 **Principal Person** becomes an **Individual Fact** (Event/​Attribute) e.g. **Birth** & **Death**
-  * Every **Tag** with 2 **Principal Persons** as parents ​becomes a **Family Fact** (Event/​Attribute) ​e.g. **Marriage** +  * Every **Tag** with 2 **Principal Persons** as spouses/​partners ​becomes a **Family Fact** (Event/​Attribute) 
-  * Every **Tag** with 2 **Principal Persons** not parents ​becomes an **Individual Fact** of 1st with 2nd as **Witness**+  * Every **Tag** with 2 **Principal Persons** not spouses/​partners ​becomes an **Individual Fact** of 1st with 2nd as **Witness**
   * Every **Witness** becomes a **Witness** of the associated **Fact**   * Every **Witness** becomes a **Witness** of the associated **Fact**
   * Every **Citation** on every item above becomes a **Citation** except :   * Every **Citation** on every item above becomes a **Citation** except :
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       * **0** -> **Unreliable**       * **0** -> **Unreliable**
       * **--** -> **Unreliable** (TMG Negative Surety)       * **--** -> **Unreliable** (TMG Negative Surety)
 +    * The **Reference** field is omitted
   * Every **Flag** is handled according to whether **Standard** or **Custom** and its **Value**:   * Every **Flag** is handled according to whether **Standard** or **Custom** and its **Value**:
     * **Standard Flags** :     * **Standard Flags** :
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   * Every link from a **Place**, **Citation**,​ or **Repository** to its **Media** is omitted   * Every link from a **Place**, **Citation**,​ or **Repository** to its **Media** is omitted
   * All **Bookmarks** are omitted.   * All **Bookmarks** are omitted.
 +  * The sentence definitions associated with **Tags** are omitted.
  
 ==== Known FH V5+ Problems ==== ==== Known FH V5+ Problems ====
  
-It seems that the **ƒ<color #​808000>​h</​color> ​V5 TMG** direct import may not be working on **Windows XP** and **Vista**. If no data is imported on these OS please ensure you are running with an **Administrator** level user, this is not needed for normal operation, but may be needed when importing the TMG Foxpro database. The **ƒ<color #​808000>​h</​color> ​V6 TMG** direct import is believed to be OK.+It seems that the {{fh}} ​**V5 TMG** direct import may not be working on **Windows XP** and **Vista**. If no data is imported on these OS please ensure you are running with an **Administrator** level user, this is not needed for normal operation, but may be needed when importing the TMG Foxpro database. The {{fh}} ​**V6 TMG** direct import is believed to be OK.
  
 All the following cases exist in the **sample** database of the **TMG Trial V9** at least for the [Record Id] listed. All the following cases exist in the **sample** database of the **TMG Trial V9** at least for the [Record Id] listed.
  
-  * In **ƒ<color #​808000>​h</​color> ​V5**, the **Witnesses** are in **Notes**, so **Citations** only exist for the **Fact** of the **Principal Person(s)**,​ which is similar to TMG, and mostly just affects:+  * In {{fh}} ​**V5**, the **Witnesses** are in **Notes**, so **Citations** only exist for the **Fact** of the **Principal Person(s)**,​ which is similar to TMG, and mostly just affects:
     * **<color grey/​grey>​[</​color><​color yellow/​grey>​Census </​color><​color grey/​grey>​ ] ]</​color>​ ** Tag Types where **<color aqua/​aqua>​[</​color><​color black/​aqua>​ (w); </​color><​color aqua/​aqua>​]</​color>​ ** appears in **Name/​Place** with the **Principal Person**. [I1]     * **<color grey/​grey>​[</​color><​color yellow/​grey>​Census </​color><​color grey/​grey>​ ] ]</​color>​ ** Tag Types where **<color aqua/​aqua>​[</​color><​color black/​aqua>​ (w); </​color><​color aqua/​aqua>​]</​color>​ ** appears in **Name/​Place** with the **Principal Person**. [I1]
     * **<color grey/​grey>​[</​color><​color yellow/​grey>​Witness </​color><​color grey/​grey>​ ]</​color>​ ** Tag Types where **<color aqua/​aqua>​[</​color><​color black/​aqua>​ Marriage: </​color><​color aqua/​aqua>​]</​color>​ ** is in **Name/​Place** with two **Principal Persons**. [I1] in [F23]     * **<color grey/​grey>​[</​color><​color yellow/​grey>​Witness </​color><​color grey/​grey>​ ]</​color>​ ** Tag Types where **<color aqua/​aqua>​[</​color><​color black/​aqua>​ Marriage: </​color><​color aqua/​aqua>​]</​color>​ ** is in **Name/​Place** with two **Principal Persons**. [I1] in [F23]
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   * The **Repository** of the first **Source Record** is omitted. [S1] & [R1]   * The **Repository** of the first **Source Record** is omitted. [S1] & [R1]
  
-  * In **ƒ<color #​808000>​h</​color> ​V5**, the **E-mail Message** and **Electronic Web Site** URL are omitted from **Source Records**. ​+  * In {{fh}} ​**V5**, the **E-mail Message** and **Electronic Web Site** URL are omitted from **Source Records**. ​
  
   * All links from any **Place** or **Citation** or **Repository** to their **Multimedia** are omitted.   * All links from any **Place** or **Citation** or **Repository** to their **Multimedia** are omitted.
  
-Thus there will often be a different set of **Facts** and far fewer **Citations** in **ƒ<​color #​808000>​h</​color>​** ​than in **TMG**. The above Tag Types are listed in TMG **Tools > Master Events List** and **Tools > Master Tag Type List**.+Thus there will often be a different set of **Facts** and far fewer **Citations** in {{fh}} ​than in **TMG**. The above Tag Types are listed in TMG **Tools > Master Events List** and **Tools > Master Tag Type List**.
  
 The [[topic>​t=11462|Import from TMG - Missing Some Citations]] Forum thread has prototype [[plugins:​index|Plugins]] that fix some problems. The [[topic>​t=11462|Import from TMG - Missing Some Citations]] Forum thread has prototype [[plugins:​index|Plugins]] that fix some problems.
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 **TMG** does NOT appear to export any **Witness** associations into the [[Glossary:​GEDCOM]] file. **TMG** does NOT appear to export any **Witness** associations into the [[Glossary:​GEDCOM]] file.
  
-The [[fhugdownloads:​contents:​tmg_to_fh_gedcom_converter]] will help convert this [[Glossary:​Gedcom]] file before importing into **ƒ<​color #​808000>​h</​color>​**. This may correctly report **PAGE text too long in SOUR for record I99** but can be ignored because ​**ƒ<​color #​808000>​h</​color>​** ​tolerates such over long text.+**TMG** does NOT export any sentence definitions associated with fact **Tags**.  
 + 
 +The [[fhugdownloads:​contents:​tmg_to_fh_gedcom_converter]] will help convert this [[Glossary:​Gedcom]] file before importing into {{fh}}. This may correctly report **PAGE text too long in SOUR for record I99** but can be ignored because ​{{fh}} ​tolerates such over long text.
  
 Use **File > Project Window** and the **New Project** button, and select **Import a GEDCOM file**. The dialogue is uncomplicated,​ but in the **Check for word-wrapping errors** window, select **Each row contains 1 word with a hyphen in the middle**. Use **File > Project Window** and the **New Project** button, and select **Import a GEDCOM file**. The dialogue is uncomplicated,​ but in the **Check for word-wrapping errors** window, select **Each row contains 1 word with a hyphen in the middle**.
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 ===== Import Fact Sort Dates ===== ===== Import Fact Sort Dates =====
  
-Perform this step immediately after the **New Project** was created by the direct [[#Import TMG Project]] method above in order to migrate all **TMG Sort Dates** into the **ƒ<color #​808000>​h</​color> ​Project**. This process assumes that when creating the **New Project** you **Use Default TMG Import Options**.+Perform this step immediately after the **New Project** was created by the direct [[#Import TMG Project]] method above in order to migrate all **TMG Sort Dates** into the {{fh}} ​**Project**. This process assumes that when creating the **New Project** you **Use Default TMG Import Options**.
  
-In **TMG** use **Tools > Master Tag Type List** and for certain facts click the **View** button, and on its **Other** tab ensure **GEDCOM export as:** has **Tag:** set to **EVEN**. This applies to tags such as **Address**,​ **Misc**, **New Para**, **Note**, **Research Notes** & **Telephone**,​ but the [[Plugins:​Help:​Order Facts by Sort Date:Order Facts by Sort Date]] will identify those that need changing. This allows such **TMG** facts to be matched against ​**ƒ<​color #​808000>​h</​color>​** ​facts.+In **TMG** use **Tools > Master Tag Type List** and for certain facts click the **View** button, and on its **Other** tab ensure **GEDCOM export as:** has **Tag:** set to **EVEN**. This applies to tags such as **Address**,​ **Misc**, **New Para**, **Note**, **Research Notes** & **Telephone**,​ but the [[Plugins:​Help:​Order Facts by Sort Date:Order Facts by Sort Date]] will identify those that need changing. This allows such **TMG** facts to be matched against ​{{fh}} ​facts.
  
 Then in **TMG** use **File > Export > Gedcom (*.ged)** to export its database in a [[Glossary:​GEDCOM]] file format. Then in **TMG** use **File > Export > Gedcom (*.ged)** to export its database in a [[Glossary:​GEDCOM]] file format.
  
-In the **Wizard** dialogue at **Step 5: Option screen 1** set **Version:​** to **GEDCOM 5.5** from drop-list, tick the **Enhanced GEDCOM tag export** option, and untick **Suppress details for living people** to include everyone. Then at **Step 7: Option screen 3** ensure **Place Levels** has every item ticked that your project uses, such as **Addressee**,​ **Detail**, **Postal** & **Phone**. It may be necessary to create a new customised Export. DO NOT IMPORT this **GEDCOM** into **ƒ<​color #​808000>​h</​color>​**.+In the **Wizard** dialogue at **Step 5: Option screen 1** set **Version:​** to **GEDCOM 5.5**, tick the **Enhanced GEDCOM tag export** option, and untick **Suppress details for living people** to include everyone. Then at **Step 7: Option screen 3** ensure **Place Levels** has every item ticked that your project uses, such as **Addressee**,​ **Detail**, **Postal ​Code** & **Phone**, but NOT **Commas When Missing**. It may be necessary to create a new customised Export. DO NOT IMPORT this **GEDCOM** into {{fh}}.
  
-Run the [[Plugins:​Help:​Order Facts by Sort Date:Order Facts by Sort Date]] and choose the exported **GEDCOM File** to import its **_SDATE Sort Dates** into **LMO Sort Dates** for each fact. That Plugin is currently under development in the [[topic>​t=15484|Import from TMG with Sort Date in GEDCOM]] Forum thread.+Run the [[Plugins:​Help:​Order Facts by Sort Date:Order Facts by Sort Date]] and choose the exported **GEDCOM File** to import its **_SDATE Sort Dates** into **LMO Sort Dates** for each fact.
  
 ===== Correcting Problems ===== ===== Correcting Problems =====
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 If a married **Individual** has no link to their **Family**, then in **TMG** ensure that the **Marriage** tag is ticked as **Primary**. If a married **Individual** has no link to their **Family**, then in **TMG** ensure that the **Marriage** tag is ticked as **Primary**.
  
-The **UK** variant of **TMG** offers special event tags such as **Census 1841**, **Census 1851**, etc, which when exported become GEDCOM Custom Events. To change these in **TMG** use **Tools > Master Tag Type List**, select the event tag name, click **Edit** and on the **Other** tab set GEDCOM export as Tag: **CENS** or whatever standard GEDCOM tag is appropriate. Alternatively,​ the [[fhcalico>​pluginstore/​plugin-entry?​id=172|Change Any Fact Tag]] Plugin can be used in **ƒ<​color #​808000>​h</​color>​**.+The **UK** variant of **TMG** offers special event tags such as **Census 1841**, **Census 1851**, etc, which when exported become GEDCOM Custom Events. To change these in **TMG** use **Tools > Master Tag Type List**, select the event tag name, click **Edit** and on the **Other** tab set GEDCOM export as Tag: **CENS** or whatever standard GEDCOM tag is appropriate. Alternatively,​ the [[fhcalico>​pluginstore/​plugin-entry?​id=172|Change Any Fact Tag]] Plugin can be used in {{fh}}.
  
-**TMG** formatting codes within Template Sentences and Memos will appear in **ƒ<​color #​808000>​h</​color>​** ​**Notes** as plain text such as **[BOLD:​]**,​ **[:​BOLD]**,​ **[UND:]**, **[:UND]**, **[ITAL:​]**,​ **[:​ITAL]**,​ etc. They may be removed using the [[fhcalico>​pluginstore/​plugin-entry?​id=117|Search and Replace]] Plugin in **LUA Pattern Mode** with **Search** string **%[.-%]** on **Note fields** only.+**TMG** formatting codes within Template Sentences and Memos will appear in {{fh}} ​**Notes** as plain text such as **[BOLD:​]**,​ **[:​BOLD]**,​ **[UND:]**, **[:UND]**, **[ITAL:​]**,​ **[:​ITAL]**,​ etc. They may be removed using the [[fhcalico>​pluginstore/​plugin-entry?​id=117|Search and Replace]] Plugin in **LUA Pattern Mode** with **Search** string **%[.-%]** on **Note fields** only.
  
 In **Citations** the five TMG **Surety** values become just one **Assessment** value. In TMG the five values relate to Principal-1,​ Principal-2,​ Date, Place, and Memo fields. To get nearer to those TMG values for different fields, the same **Citation** can be added to **Fact Witnesses**,​ and the **Place** and **Note** field of each Fact, and each **Assessment** can take a different value. In **Citations** the five TMG **Surety** values become just one **Assessment** value. In TMG the five values relate to Principal-1,​ Principal-2,​ Date, Place, and Memo fields. To get nearer to those TMG values for different fields, the same **Citation** can be added to **Fact Witnesses**,​ and the **Place** and **Note** field of each Fact, and each **Assessment** can take a different value.
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 ===== Quick Fix Plugins ===== ===== Quick Fix Plugins =====
  
-The following **Plugins** have been found beneficial by users importing from TMG. They usually produce a **Result Set** of changed items, and double-clicking any item should open its **Property Box** for review. To cancel the **Plugin** changes, use **Edit > Undo Plugin Updates** before closing ​**ƒ<​color #​808000>​h</​color>​**+The following **Plugins** have been found beneficial by users importing from TMG. They usually produce a **Result Set** of changed items, and double-clicking any item should open its **Property Box** for review. To cancel the **Plugin** changes, use **Edit > Undo Plugin Updates** before closing ​{{fh}}
  
 ==== Move Death Event local Note to Cause field ==== ==== Move Death Event local Note to Cause field ====
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 ==== Import Relationship Citations ==== ==== Import Relationship Citations ====
  
-The [[topic>​t=11462|Import from TMG - Missing Some Citations]] Forum thread has prototype [[plugins:​index|Plugins]] that help with parent-child relationship citations not imported to **ƒ<​color #​808000>​h</​color>​**.+The [[topic>​t=11462|Import from TMG - Missing Some Citations]] Forum thread has prototype [[plugins:​index|Plugins]] that help with parent-child relationship citations not imported to {{fh}}.
  
 ==== Give Witnesses Their Own Facts ==== ==== Give Witnesses Their Own Facts ====
 {{  how_to:​importing:​give_witnesses_their_own_facts.png?​210|Give Witnesses Their Own Facts}} {{  how_to:​importing:​give_witnesses_their_own_facts.png?​210|Give Witnesses Their Own Facts}}
  
-The [[topic>​t=12237|Witnesses when entering Census data]] Forum thread discusses techniques for recording **Census Events** that are summarised in [[how_to:​recording_census_records|Recording Census Records]]. **TMG** typically uses one **Census Event** or one **Census (family) Event** with multiple **Witnesses**,​ whereas ​**ƒ<​color #​808000>​h</​color>​** ​offers better support for multiple **Census Events** with a common **Source Citation**.+The [[topic>​t=12237|Witnesses when entering Census data]] Forum thread discusses techniques for recording **Census Events** that are summarised in [[how_to:​recording_census_records|Recording Census Records]]. **TMG** typically uses one **Census Event** or one **Census (family) Event** with multiple **Witnesses**,​ whereas ​{{fh}} ​offers better support for multiple **Census Events** with a common **Source Citation**.
  
 The Plugin [[fhcalico>​pluginstore/​plugin-entry?​id=759|Give Witnesses Their Own Facts]] offers to convert multiple **Census Witnesses** to multiple **Census Events**. The Plugin [[fhcalico>​pluginstore/​plugin-entry?​id=759|Give Witnesses Their Own Facts]] offers to convert multiple **Census Witnesses** to multiple **Census Events**.