Click on any of the images shown below, to view it in close-up.
Integrated Word Processing
The Family Historian User Group (www.fhug.org.uk) has a long-standing Wish List, and the most-requested features on this list, by some considerable margin, are word processing features. All notes and Text from Source fields now support the following word processing features:
- Fonts and text styles (bold, italic, underline and strike-out), text and highlight colouring, paragraph styles (bullets, indentation, alignment).
- Tables. These are useful in many contexts, and are used extensively in the new handling for Text from Source in source records and source citations, and with the new support for Research Notes (see below).
- Embedded source citations. You can now insert source citations directly into the text. Click on the superscript citation number to view the full citation in the new Citation Window (see below).
- Record links – that is, clickable links to records of any kind. Record link text can be ‘automatic’ (that is, the link text is taken from the record name), or ‘manual’ (i.e. you provide your own preferred text).
- Website links, which also work as you would expect, and can have displayed text which differs from the web address, if required.
- Embedded hash tags (also known as notes-within-notes). Hash tags are designed to be hidden when the note is displayed in reports (by default), but are easily rediscoverable by searching, and easy to spot. By default, they have bright yellow backgrounds (see example below).
The new word processing features are supported in reports and books, and generated web pages, websites, and family tree CD/DVDs.
New Note Window
The Note Window is a new floating window (more on these below) designed for viewing and editing notes, and supporting all the new word processing features, plus…
- A ‘Find in this Note’ search box.
- Support for autotext . Autotext is mentioned elsewhere in the context of source transcriptions, research notes and data entry assistants, but it can also be used for any general purpose insertion of pre-prepared text.
- Table-manipulation features: to allow addition and deletion of rows and columns, and the movement of rows and columns.
- Click on any record link to view the record in the Property Box. Record links can be created by drag-and-drop from the Records Window.
- Support for copying-and-pasting text from various sources, including tables from web pages. Using the right-click paste command, you can also paste text unformatted, if preferred.
- Undo/Redo buttons on the Note Window toolbar, allow multi-level changes to be undone or redone. This is over and above the usual multi-level undo/redo on the main Edit menu.
- Automatic spellcheck. Multiple spellcheck dictionaries for different languages are supported, and more dictionaries can be installed as part of language packs. You can also mark words to be ignored (excluded from spellcheck), and you can edit this list if you wish to.
- Right-click dictionary and thesaurus lookup for selected words.
Research notes are separate from ordinary notes. Different styles of research notes are available, designed for logs, plans, or task lists; but you can design your own types to suit your preferred way of working. You can link records to research notes. Research notes support full word-processing features, so you can also insert links to any records into research notes. These link are not just to records for people, but to records of any type. You can even insert links to other research notes if you want to.
Research notes are in addition to the much shorter note-within-a-note, hash tags, mentioned in the word processing section above, which can also be used as a way of recording much shorter research notes.
Source templates allow easier and more accurate recording of source information, and make possible more professional-looking citing of sources in reports. Two collections of source templates are provided with Family Historian: an Advanced collection modelled on Elizabeth Shown Mills book Evidence Explained, and an Essentials collection, designed by Calico Pie with help and advice from the Genealogy Programme of the University of Strathclyde. All templates can be customized, or you can create your own. You can even create your own collections to share with others.
See the image for the new Citation Window below for an example of a source based on a template.
Source-driven Data Entry
Version 7 supports a whole new workflow, based around working directly from sources. We call this Source-driven Data Entry, and it is designed to match the way genealogists typically work. When you receive a source of some kind (such as a document), you can now start by entering the details of that source directly into Family Historian. New tools are available to facilitate this process, including in many cases new data entry assistants. These are plugins (program extensions) which are designed for specific types of sources, and may be region-specific. They aim to make data entry both quicker and easier, while providing more consistent, comprehensive and professional results. A library of free data entry assistants can be accessed from within the program. This library is maintained in the Family Historian Plugin Store, and all Family Historian users can create data entry assistants, and share them via the library; so over time, we expect that more and more source types will be supported.
Source Transcription Tools
Support for recording Text from Source information (essentially transcriptions of the original source details) has been improved and uses autotext which allows standard layouts of standard documents from all over the world to be used, so that transcriptions can match the actual layout and format of the original documents. Users can easily create their own standard document layouts as needed, and even share these with others. Text from Source fields use all of the new word processing features (see above), some of which are particularly useful in this context – such as tables and record links. Some data entry assistants (see Source-driven Data Entry above) can also automatically generate high quality Text from Source transcriptions.
New Citation Window
The new floating Citation Window displays full details of source citations in one convenient place. It has a hideable side panel (see image right) which shows what source citations will look like in report or book footnotes, short footnotes or in bibliography entries in the new optional Bibliography section of books and reports.
Record titles (as in the example shown right) can be automatically generated from supplied values.
The Citation Window is immediately accessible from, and used in conjunction with, the Property Box (the main data entry window), the Note Window, and the Automatic Source Citation pane (described elsewhere). As detailed in the section on the Note Window above, notes can now have embedded source citations. You will see a little superscript citation number where there is source citation (for example: “The Munro family comes from Scotland1“). Click on the citation number (1 in this example) in the Note Window to view and edit the full source citation details in the Citation Window.
The Citation Window fields have prompts with help on the expected field values.
Language Packs and Multi-language Output
The language of Family Historian itself continues to be English (U.S. English or U.K. English) ; so to use the program, some command of the English language is needed. However, the program can be used to record information in languages from all over the world, and reports, books and diagrams can all be rendered in multiple languages, using language packs (free downloads from the Family Historian Plugin Store). The current library includes French, German, Swedish, Dutch/Flemish, Norwegian, Portuguese and English; but new language packs can be added at any time, so keep checking back if your language is not already supported. Language packs can be used not just to render output correctly in the original data language (this is called same language rendering), they can also be used to translate reports, books and diagrams into different languages (the image for Improved Report Window below, shows an example of an English language report translated into French)
All the tools required for creating language packs, and all the necessary instructions, are included in each copy of Family Historian, so technically-sophisticated users can create them themselves, and help and guidance are available.
New and Improved Diagrams
The new diagrams include:
- A new Everyone diagram – a replacement for the old Everyone diagram, which did not scale well.
- New All Relatives + Indirect Relatives diagram, which shows everyone that a person or couple are related to, directly or indirectly (a much-requested diagram type).
- A new Pedigree diagram
- A new Waterfall diagram
- Four new DNA diagrams
Also, there have been numerous changes and enhancements to the extended set of diagram types, to make them more useful, easier to use, and more consistent. The appearance of diagrams generally has been improved, with improved layout, more graphics options, easier navigation and improved tools for repositioning boxes and branches.
The following new reports have been added:
- File statistics
- Individual Scrapbook
- Individual Timeline
- Note Records
- Place Report
- Research Notes
- Sources and Citations
- Tagged Notes
- Plus record detail reports for the new record types…
Improved Report Window
The Report engine (the part of the program that generates reports) has been completely re-written to support the new word-processing features, and to provide higher quality output. The Report Window now supports scrolling across all pages, with a simplified and cleaner user interface. Reports and books now support a new optional Bibliography section (see the option in the Sources tab of Report options).
Improved Website and Family Tree CD/DVD Generation
Websites and Family Tree CD/DVD (or the equivalent distributed on a memory stick) are now all generated by a single easy-to-use wizard, from a set of source materials called a ‘package’. There is no limit to the number of packages you can have in a project. You can preview a package without having to rebuild it. You can rebuild it, without having to step through the wizard. The same package can be exported as as website for upload to the Internet, or in a form suitable for output to a CD, DVD or memory stick. Generated websites are now responsive – that is, they automatically reorganize their layout for whatever device they are displayed on, so they can now be viewed conveniently on any device, including phones and tablets. Sharing family tree information with family and friends just got a lot easier!
The Map Window shows events marked on maps. You can zoom in on them, just like Google Maps, and more detail emerges. In version 7, as an alternative to viewing events marked on ordinary maps, the Map Window lets you opt to view them marked on maps from Great Britain in the 1920’s to 1940’s (we gratefully acknowledge the support of the National Library of Scotland in making this possible). And like with present-days maps, you can zoom in on them and more detail emerges as you do so. In the future, we hope to provide more historical maps covering more regions and more times, if we can find suitable providers to partner with.
Again, this is a much-requested feature: facts (that is, events and attributes, recorded in the Facts tab of the Property Box) can now be marked as Private, Preferred, Tentative and/or Rejected . All combinations are allowed. Private facts can be optionally excluded from reports, books, websites, exports, etc. Setting the Preferred flag is useful for contexts where you want to give prominence to key facts about a person – such as their most important and defining occupation among several. Setting a fact as Tentative is self-explanatory. The Rejected flag overrides all other flags. Set this flag if you have concluded that an apparent ‘fact’ is wrong (and hence should not appear in reports or diagrams, or exports). You can always change your mind and unset the flag later of course.
More Floating Windows
Floating windows are windows that you can leave open while you do other tasks. Some of them will automatically update themselves to reflect changes in other windows. The Citation Window, for example, is a floating window. So too is the new Note Window. Floating windows can dramatically shorten the time it takes to perform repetitive tasks, and avoid the need for constant closing and re-opening of windows. In version 7, many more windows have been made into floating windows. That doesn’t mean that you have to leave them open. It just means that you can if you want to. Previously, users sometimes didn’t realise that windows were floating, and could be left open. For this reason, we have now added a little floating clouds icon in the top right corner of floating windows (see example). Don’t confuse these clouds with ‘the Cloud’ though. Floating windows have nothing do with the Internet.
Improved Import from The Master Genealogist
Users of The Master Genealogist (TMG) have long complained about the problems of moving their data into other genealogy programs. The biggest single hurdle has been the codes (‘sentence variables’ in TMG) that were used by TMG to generate sentences for narrative reports. Other programs could not interpret these numerous and complex codes. This meant that important information could be lost in the transfer. Now at last there is a solution. Family Historian 6’s import from The Master Genealogist (TMG) was already very comprehensive. Family Historian 7, however, goes significantly further still. The import includes the ability to automatically convert TMG codes – as used in sentences in narrative reports and tag type definitions – to Family Historian equivalents. Conversions are logged and can be easily checked after import. The conversions can even be tweaked and overridden if required, prior to import. TMG sort dates are now also imported as Family Historian sort dates. With these and other new import options, Family Historian has given real substance to its claim to be the ideal new home for TMG users.
And much more including…
- Sort dates (briefly mentioned in relation to TMG Import). Sort dates are an optional additional tool for specifying how facts should be sorted
- Improvements to the Property Box (main data entry window), to make it even easier to use, especially when space is limited.
- New Citations to Source Records tool, which shows all citations to a source record, in the Result Window (double click to access the original citation or fact, in the Property Box)
- DNA Tools: queries and diagrams, and power-user features relating to DNA
- New standard queries and enhancements to the Query Window. Queries can now be accessed directly from the main toolbar, and organised by subject matter.
- Project-level fact definitions. Fact definitions specify how information is presented in reports and books. Now fact definitions can optionally be stored as part of a project, so you can be sure that if you give family members a copy of your project, any reports or books that they generate from the data will look the same.
- Enhancements to Internet Data Matching. The MyHeritage hints service has been extensively reworked to bring it into line with the latest service requirements. You can now also easily access a summary of accepted, rejected and pending hints, for each person.
- The options for assessing source citations have been extended. All the old options are still supported, but citations can now be optionally assessed as Unreliable or Questionable (or neither), Indirect or Direct (or neither), Secondary or Primary (or neither), Derivative or Original (or neither).
- New export options. These have been added to accommodate all the new features, so that other applications which do not support Family Historian features, can still import the essential data – especially in relation to word processing features and source template field values.
- Version 7 now supports GEDCOM 5.5.1. GEDCOM is the global standard for shared genealogy data. 5.5.1 was announced in November 2019.
- Extensive new power-user features. Technically sophisticated users create program extensions (called plugins), which can be shared via the Family Historian plugin store, so that all users can benefit. Now there are even more possibilities for power-users.
- Much improved Help. The Help has been extensively reworked to make it easier to find things, and more useful. It now contains over 500 topics and more than 300 graphics.