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Gramps 3.0 Wiki Manual - Entering and Editing Data: Detailed

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Editing Information About Relationships
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{{man index|Gramps 3.0 Wiki Manual - Entering and Editing Data: Brief|Gramps_3.0_Wiki_Manual_-_Navigation|3.0}}
{{languages|Gramps_3.0_Wiki_Manual_-_Entering_and_Editing_Data:_Detailed}}
For example, if Aunt Martha's memoirs mention her great-grandson Paul, the researcher may assume that this Paul actually existed and cite Aunt Martha's memoirs as the source that justifies this assumption.
{{man tip|1=Tip |2=Sources which document specific events are best recorded as sources of the event (under the {{man label|Events}} tab) instead of as a source of the person. The person's {{man label|Sources}} tab is best used for any sources not specifically connected to any other data.}}
The central part displays the list of all source references stored in the database in relation to the person. The buttons {{man button|+}} , {{man button|Edit}} , and {{man button|-}} allow you to correspondingly add, modify, and remove a source reference to this person. Note that the {{man button|Edit}} , and {{man button|-}} buttons become available only when a source reference is selected from the list.
The {{man label|Gallery}} tab lets you view and store photos, videos, and other media objects that are associated with the person. The central part of the window lists all such media objects. Any object in the form of a valid image file will result in the display of a thumbnail view of the image. For other objects such as audio files, movie files, etc., a corresponding file type icon is displayed instead.
{{man tip|1=Tip|2=The first available image in the gallery will be also displayed in the '{{man label|Image}} area in the {{man label|General}} tab.}}
The buttons {{man button|+}} , {{man button|Edit}} , and {{man button|-}} let you add a new image to the database, link to an image already stored in the database, modify an image, and remove a given media object from the person's gallery. Note that the {{man button|Edit}} , and {{man button|-}} buttons become available only when a media object is selected from the list.
Alternate calendars are calendars other than the Gregorian calendar. Currently, GRAMPS supports Hebrew, French Republican, Julian, Islamic, and Persian alternate calendars. To specify the calendar other than the default Gregorian, append the name of the calendar to the date string, e.g. "January 9, 1905 (julian)".
 === Date Validity Indicators===
GRAMPS uses color circles to indicate the validity of the entered date.
Red circle means that the date is not recognized as a valid date (e.g. "Christmas week of 61", or "the summer when I had surgery"). In such a case the date will be stored as a text string and therefore cannot be compared other dates. As you can see, it is best to avoid such date entries. It would be better, for example, to enter a date of "December 1961" and then to add the note "Christmas week of '61."
 === Graphical User Interface for Entering Dates===
While the above parsing rules provide a guide for you to type in most common dates, you can also use {{man label|Date selection}} dialog. The dialog is particularly useful for building a complex date or for simply insuring that your information is entered in a way GRAMPS will understand. The {{man label|Date selection}} dialog can be invoked by clicking the colored circle button next to the date entry field.
From Relationships View: click on an {{man button|Edit}} button in the family that you want to edit.
From Family List View: select the family in the list and then click the '''{{man button|Edit}} button on the Toolbar, or double-click on the family.
From Pedigree View: point your mouse over the black line connecting the spouses, right-click and select {{man label|Edit}} from the context menu, or double-click on the black line.
Any of these methods will prompt you with the following {{man label|Family Editor}} dialog:
[[Image:editEdit-relfamily.png|right|thumb|150px| Family editor]]
The top of the window shows the names of the people whose relationship is being edited, as well as their birth and death information. The main part of the window displays three {{man label|Relationship Information}} fields and the seven notebook tabs representing different categories of information about the relationship. Click any tab to view or edit the information it contains. The bottom part has {{man button|OK}} and {{man button|Cancel}} buttons. Clicking the {{man button|OK}} button at any time will apply all the changes made in all tabs and close the dialog window. Clicking the {{man button|Cancel}} button at any time will close the window without applying any changes. If any of the data in any tab is modified, an alert window will appear that will prompt you choose between closing the dialog without saving changes, canceling the initial cancel request, or saving the changes.
{{man note|1=Note|2=Clicking '''{{man button|OK''' }} will immediately save changes to the database. This version of GRAMPS does not have a separate saving function, all changes are immediate.}}
{{man tip| Tip |If a tab label is in boldface type, this means it contains data. If not, it has no data.}}
The {{man label|Children}} tab lets you view and edit the list of children in this relationship. The '''+''' button allows entering a new person to the database and adding that person as a child in this relationship. The {{man button|Select}} button lets you select an existing person to be a child in the relationship. The {{man button|Edit}} button allows for editing the relations between the selected child and the parents. Finally, the {{man button|-}} lets you remove the selected child from the relationship. Note that the {{man button|Edit}} and {{man button|-}} buttons become available only when a child is selected from the list.
{{man note| note Note |Removing a child from the list does not delete that child from the database. It simply removes the child from this relationship.}}
The {{man label|Events}} tab lets you view and edit the list of events relevant to the relationship. The buttons {{man button|+}} , {{man button|Edit}} , and {{man button|-}} let you add, modify, or remove an event record from the database. Note that the {{man button|Edit}} and {{man button|-}} buttons become available only when an event is selected from the list.
{{man note| note Note |Removing an event from the list does not delete that event from the database. It simply removes the event reference from this relationship.}}
The buttons {{man button|+}} , {{man button|Edit}} , and {{man button|-}} allow let you add, modify, and remove a source reference to this relationship. Note that the {{man button|Edit}} and {{man button|-}} buttons become available only when a source reference is selected from the list.
'''{{man note|Note:''' |Removing an entry from the list does not delete that source from the database. It simply removes the source reference from this relationship.}}
*Attributes
The {{man label|Notes}} tab lets you view and edit notes associated with the relationship. These could be any comments which do not naturally fit into the "Parameter-Value" pairs available to Attributes. To add a note or modify existing notes simply edit the text in the text entry field.
The '''{{man label|Format''' }} option lets you set the way the note will appear in reports and web pages. If you select Flowed, the text generated will have single spaces put in place of all multiple spaces, tabs, and single end-of-line characters. A blank line inserted between two blocks of text will signal a new paragraph; additional inserted lines will be ignored.
If you select the Preformatted option, the text in reports and web pages will appear exactly as you enter it in the '''{{man label|Notes''' }} dialog.
*Gallery
The {{man label|LDS}} (Latter Days Saints) tab displays information about the LDS '''Sealed to Spouse''' ordinance. The data can include date, LDS temple, and Place. The status of the ordinance can be described through the selections available in the '''Status''' pop-up menu and can also be referenced in the corresponding '''Sources...''' and {{man button|Note}} buttons.
To edit source data, switch to the Sources View and select the desired entry in the list of sources. Double-click that entry or click the {{man button|Edit}} icon on the toolbar to invoke the following {{man label|Source Editor dialog:}} [[Image:edit-src.png|right|thumb|150px|Sources editor]]
The main part of the window displays four notebook tabs containing different categories of information. Click a tab to view or edit its contents. The bottom part of the window has {{man button|OK}} and {{man button|Cancel}} buttons. Clicking {{man button|OK}} will apply all the changes made in all tabs and close the dialog window. Clicking the {{man button|Cancel}} button will close the window without applying any changes.
== Editing Information About Events ==
 
[[Image:edit-ev.png|thumb|right|200px|Fig. x.x Event editor]]
  Events are edited through the '''{{man label|Event Editor''' }} dialog. This dialog can be accessed from either the '''{{man label|Edit Person''' }} dialog or the '''{{man label|Marriage/Relationship''' }} dialog.  
The central part of the window displays five notebook tabs containing different categories of information. Click a tab to view or edit its contents. The bottom part of the window has {{man button|OK}} and {{man button|Cancel}} buttons. Clicking {{man button|OK}} will apply all the changes made in all tabs and close the dialog window. Clicking the {{man button|Cancel}} button will close the window without applying any changes.
  {{man tip|Tip|If a tab label is in boldface type, this means it contains data. If not, it has no data.}}
The tabs provide the following information categories of the event data:
*General
The {{man label|General}} tab lets you view and edit basic information about the event: its '''{{man label|Type''' }} , '''{{man label|Date''' }} , '''{{man label|Place''' }} , '''{{man label|Cause''' }} , and '''{{man label|Description''' }} . You can type this information directly into the adjacent fields. The type can be selected from available types listed in the Event type drop-down menu. The rest of the information can be typed in the appropriate text entry fields. Checking the Private record box marks the event record as private and allows it to be omitted from reports.
*Sources
[[Image:Add_event_1.png|thumb|Event information]]
The dialog includes two main headings, '''{{man label|Event selection''' }} and '''{{man label|Event details''' }}.* The {{man label|Event selection}} displays : '''{{man label|General'''}}, '''{{man label|Sources'''}}, '''{{man label|Attributes'''}}, '''{{man label|Notes'''}}, '''{{man label|Gallery'''}}, '''{{man label|References'''}}.* The {{man label|Event details}} section indicates the details associated with the particular reference to this Event: '''{{man label|Role'''}}, '''{{man label|Notes'''}}, '''{{man label|Attributes'''}}.
{{man tip| Tip |Information in this dialog is specific to the particular reference. A single event can be referenced many times, and all such references will have in common the overall event information. This dialog lets you provide reference-specific data, such as relevant role, attribute to further specify and document the reference.}}
== Editing Information About Media Objects ==
To edit media data, switch to the Media View and select the desired entry in the list of sources. Double-click on that entry or click '''{{man button|Edit''' }} on the toolbar to invoke the following '''{{man label|Media Properties Editor''' }} dialog:
[[Image:edit-media.png|thumb|Media properties editor]]
A thumbnail preview of the object is presented, along with a summary of its properties (ID, path, and object type). The central part of the window displays five notebook tabs containing different categories of information. Click a tab to view or edit its contents. The bottom part of the window has {{man button|OK}} and {{man button|Cancel}} buttons. Clicking {{man button|OK}} will apply all the changes made in all tabs and close the dialog window. Clicking the {{man button|Cancel}} button will close the window without applying any changes.
'''{{man note|1=Note:''' |2=Clicking {{man button|OK}} will immediately save changes to the database (write on disk). All changes are immediate. '''Tip:'''}}
{{man tip|Tip|If a tab label is in boldface type, this means it contains data. If not, it has no data.}}
The tabs represent the following categories of media data:
The {{man label|General}} tab lets you view and edit the object's Title and Date. You can type this information directly into the corresponding fields. For the Date, you can also enter information by clicking the LED button and invoking the '''Date selection''' dialog.
'''{{man note|Note:''' |Every media object is referred to by its Path. The user is responsible for keeping track of the object files. GRAMPS will only reference and display the contents, not manage the files themselves.}}
*References
The {{man label|References}} tab indicates any database records that refer to a given media object. The list can be ordered according to any of its column headings: '''{{man label|Type''' }} , '''{{man label|ID''' }} , or '''{{man label|Name''' }}. Double-clicking an entry allows you to view and edit the corresponding record.
'''{{man note|1=Note:''' |2=Only primary objects can be shown in the {{man label|References}} tab: Person, Family, Event, Source, or Place. The secondary objects such as Names and Attributes, although able to refer the media object, will only show up through their primary objects to which they belong.}}
== Editing Media Object References ==
[[Image:Mediaobj ref frMediaobj_ref.png|thumb|right|120px150px|Fig.x.xx Media Object references]]
When Media Object references connect a Media Object to an other object., the following dialog appears:
* Region (corners : x1, x2, y1, y2).The {{man label|region }} part allows to select a specific region on the Media Object.
* Privacy
The {{man button|Privacy}} button lets you mark whether or not the record is considered private.
Check the {{man label|Private }} record box to mark this {{man label|record as private}}.
== Editing Information About Places ==
*General
The {{man label|General}} tab you view and edit the basic information about the place: the '''Title''' which labels it in the database, '''{{man label|City''' }} , '''{{man label|Church parish''' }} , '''{{man label|County''' }} , '''{{man label|State''' }} , '''{{man label|Country''' }}, '''{{man label|Longitude''' }} , and '''{{man label|Latitude''' }}. You can type this information directly into the adjacent fields.
*Other names
*References
The {{man label|References}} tab indicates any database records (events or LDS ordinances) that refer to a place. This information cannot be modified from the '''{{man label|Place Editor''' }} dialog. Instead, the corresponding database record (e.g., a birth event) has to be brought up and its place reference edited.
== Editing Information About Sources ==
*Repositories
The {{man label|Repositories}} tab displays the references to the repositories in which the source is contained. The list can be ordered by any of its column headings: '''{{man label|ID''' }} , '''{{man label|Title''' }}, '''{{man label|Call Number''' }},and '''{{man label|Type''' }}. Double-clicking an entry allows you to view and edit the record. You may also edit the reference. The buttons on the side of the tab allow you add a new repository, link to (or share) an existing repository, edit the reference to the repository, or remove the reference.
*References
The {{man label|References}} tab lists all the database records that refer to this source, if any. The list can be ordered by any of its column headings: '''{{man label|Type''' }} , '''{{man label|ID''' }} , or '''{{man label|Name''' }}. Double-clicking an entry allows you to view and edit the record.
== Editing Source References ==
[[Image:edit-si.png|thumb|Source information]]
The dialog includes two main headings, '''{{man label|Source selection''' }} and '''{{man label|Source details''' }} . '''{{man label|Source selection''' }} displays the '''{{man label|Title''' }} of the Source, its '''{{man label|Author''' }} , and '''{{man label|Publication information''' }} . The '''{{man label|Title''' }} can be selected from the available sources listed in the drop-down menu. If the source you are referencing is not already in the database, you can enter it by clicking '''{{man button|New...''' }} and filling out the invoked '''{{man label|Source Editor''' }} dialog.
The '''{{man label|Source details''' }} section indicates the details associated with the particular reference to this Source: '''{{man label|Confidence''' }}, '''{{man label|Volume/Film/Page''' }}, '''{{man label|Date''' }}, '''{{man label|Text''' }}, and '''{{man label|Comments''' }}. You can choose the Confidence level from the '''{{man label|Confidence''' }} drop-down menu. The remaining details can be typed in the corresponding text entry fields.
{{man tip| Tip |Information in this dialog is specific to the particular reference. A single source can be referenced many times, and all such references will have in common the overall source information. This dialog lets you provide reference-specific data, such as relevant quotes, comments, confidence, page numbers, etc., to further specify and document the reference.}}
== Editing Information About Repositories ==
[[Image:Add_repository_1.png|thumb|right|200px|Fig. x.x Repository editor]]
 
* General
 
The {{man label|General}} tab lets you to add {{man label|Name}} and {{man label|Type}} of the repository.
*Addresses:
The {{man label|Addresses}} tab lets you view and record the various addresses of the repôsitoryrepository.
The bottom part of the window lists all addresses stored in the database. The top part shows the details of the currently selected address in the list (if any). The buttons {{man button|+}} , {{man button|Edit}} , and {{man button|-}} allow you to correspondingly add, modify, and remove an address record from the database. Note that the {{man button|Edit}} and {{man button|-}} buttons become available only when an address is selected from the list.
*References
The {{man label|References}} tab indicates any database records that refer to a given repository. The list can be ordered according to any of its column headings: '''xxx''' {{man label|Type}} , '''xxx''' {{man label|ID}} , or '''xxx''' {{man label|Name}} . Double-clicking an entry allows you to view and edit the corresponding record.
== Editing Information About Notes ==
[[Image:Note editor fr.png|thumb|right|200px|Fig. x.x Note editor]]
* Note
The {{man label|Note}} tab is the place for adding text, '''{{man label|Spell checker'''}}, '''{{man label|Marker'''}}, '''{{man label|Type'''}}, '''{{man label|Privacy'''}}.
* References
The {{man label|References}} tab indicates any database records that refer to a given note. The list can be ordered according to any of its column headings: '''xxx''' {{man label|Type}}, '''xxx''' {{man label|ID}}, or '''xxx''' {{man label|Name}}. Double-clicking an entry allows you to view and edit the corresponding record.
== Names ==
Names are edited through the following '''{{man label|Name Editor''' }} dialog:
[[Image:edit-an.png|thumb|Names Editor]]
The top of the window shows the dialog title including the name of the person whose name is being edited. The central part of the window displays three notebook tabs containing different categories of available information. You can bring any tab to the top for viewing or editing by clicking on the appropriate tab heading. The bottom part has {{man button|OK}} and {{man button|Cancel}} buttons. Clicking the {{man button|OK}} button at any time will apply all the changes made in all tabs and close the dialog window. Clicking the {{man button|Cancel}} button at any time will close the window without applying any changes.
'''{{man tip|Tip:''' |The tab labels reflect the presence of corresponding information: if the tab contains any data, its label appears boldface; if the tab has no data then its label appears regular (not bold).}}
The tabs provide the following information categories of the name data:
The {{man label|General}} tab allows editing of general information about the name: given name, family name, patronymic (a form of father's name used in some languages, e.g. Russian), family prefix, suffix, title, and type of the name. The information can be typed in the appropriate text entry fields. The family name and the type can be also selected from available choices listed in the appropriate drop-down menus. For more info on the meaning of the different names, see the [http://www.gramps-project.org/wiki/index.php?title=Names Names wiki entry].
'''{{man label|Options''' }} allow you to adjust specific grouping, sorting, and displaying properties of this name, as well as to provide the date corresponding to the name. The '''{{man label|Grouping''' }} field provides an alternative grouping node for a given name, overriding the default grouping based on the family name. This may be necessary with similar family names that need to be grouped together -- for example Russian names Ivanov and Ivanova are considered the same, but difference in gender is reflected in different spelling. To enable typing into this field, check the '''{{man label|Override''' }} check button. The '''{{man label|Sort as''' }} and '''{{man label|Display as''' }} determine the manner in which the name appears in the People View and in the reports. The '''{{man label|Date''' }} can provide information on the validity of this name -- use spans as necessary. Check the '''{{man label|Private record''' }} box to mark this name record as private. This will give you a chance to omit this name from being included in reports, if you choose so among the report generation options.
*Sources
The {{man label|Note}} tab displays any notes concerning the name. To add a note or modify existing notes simply edit the text in the text entry field.
The '''{{man label|Format''' }} option allows you to set the appearance of the note in the output (i.e. in reports and web pages). Selecting '''{{man label|Flowed''' }} will replace all multiple spaces, tabs, and single end-of-line characters with single space in the output. The two consecutive new lines (i.e. an empty line) denote a new paragraph. Selecting '''{{man label|Preformatted''' }} will honor all multiple spaces tabs, and new lines, so that the output will appear as it is entered into the text entry field.
== Attributes ==
Attributes are edited through the following '''{{man label|Attribute Editor''' }} dialog:
[[Image:edit-at.png|thumb|Attribute editor]]
The top of the window shows the dialog title including the name of the person whose attribute is being edited. The central part of the window displays three notebook tabs containing different categories of available information. You can bring any tab to the top for viewing or editing by clicking on the appropriate tab heading. The bottom part has {{man button|OK}} and {{man button|Cancel}} buttons. Clicking the {{man button|OK}} button at any time will apply all the changes made in all tabs and close the dialog window. Clicking the {{man button|Cancel}} button at any time will close the window without applying any changes.
'''{{man tip|Tip:''' |The tab labels reflect the presence of corresponding information: if the tab contains any data, its label appears boldface; if the tab has no data then its label appears regular (not bold).}}
The tabs provide the following information categories of the attribute data:
*General
The {{man label|General}} tab allows editing of the most general information about the attribute: name of the attribute and its value. The information can be typed in the appropriate text entry fields. The attribute name can also be selected from available choices (if any) listed in the '''{{man label|Attribute ''' }} drop-down menu. Check the '''{{man label|Private record''' }} box to mark this attribute record as private. This will give you a chance to omit this attribute from being included in the reports, if you choose so among the report generation options.
*Sources
The {{man label|Note}} tab displays any notes concerning the attribute. To add a note or modify existing notes simply edit the text in the text entry field.
The '''{{man label|Format''' }} option allows you to set the appearance of the note in the output (i.e. in reports and web pages). Selecting '''{{man label|Flowed''' }} will replace all multiple spaces, tabs, and single end-of-line characters with single space in the output. The two consecutive new lines (i.e. an empty line) denote a new paragraph. Selecting '''{{man label|Preformatted''' }} will honor all multiple spaces tabs, and new lines, so that the output will appear as it is entered into the text entry field.
== Addresses ==
Addresses are edited through the following '''{{man label|Address Editor''' }} dialog:
[[Image:edit-ad.png|thumb|Address editor]]
The top of the window shows the dialog title including the name of the person whose address is being edited. The central part of the window displays three notebook tabs containing different categories of available information. You can bring any tab to the top for viewing or editing by clicking on the appropriate tab heading. The bottom part has {{man button|OK}} and {{man button|Cancel}} buttons. Clicking the {{man button|OK}} button at any time will apply all the changes made in all tabs and close the dialog window. Clicking the {{man button|Cancel}} button at any time will close the window without applying any changes.
'''{{man tip|Tip:''' |The tab labels reflect the presence of corresponding information: if the tab contains any data, its label appears boldface; if the tab has no data then its label appears regular (not bold).}}
The tabs provide the following information categories of the address data:
The {{man label|Note}} tab displays any notes concerning the address. To add a note or modify existing notes simply edit the text in the text entry field.
The '''{{man label|Format''' }} option allows you to set the appearance of the note in the output (i.e. in reports and web pages). Selecting '''{{man label|Flowed''' }} will replace all multiple spaces, tabs, and single end-of-line characters with single space in the output. The two consecutive new lines (i.e. an empty line) denote a new paragraph. Selecting '''{{man label|Preformatted''' }} will honor all multiple spaces tabs, and new lines, so that the output will appear as it is entered into the text entry field.
== Merging records ==
Whenever you detect duplicate records, merging them a useful way of correcting the situation.
{{man tip|1=Tip|2=To make a merge, exactly two records have to be selected in the appropriate view (People View, Sources View, or Places View). This is accomplished by selecting one entry and then selecting another person while holding down '''{{man button|Ctrl''' }} key.}}
===Merge People===
There are two ways of merging personal records: '''{{man label|Compare and Merge''' }} and '''{{man label|Fast Merge''' }}, both available from the Edit menu.
{{man note|Note|Merging people does not discard any information with either method. The decisions you make during the merge only affect which data will become primary and which will become secondary for the resulting merged record.}}
When exactly two people are selected, choose ''' Edit ->Compare and Merge... ''' to invoke '''{{man label|Compare People''' }} dialog.
The dialog allows you to make a decision on whether or not the selected records should be merged. If you decide that the records should not be merged, despite similar names, you may click {{man button|Cancel}} button to close the dialog without making any changes. If you decide to proceed with merging, select the appropriate '''{{man button|Select''' }} radio button to specify the record to be used as the source of primary data, then click the {{man button|Merge and close}}.
The data from the other record will be kept as alternate data.
Specifically, all names from the other record will become alternate names of the merged record. Similarly, parents, spouses, and children of the other record will become alternate parents, spouses, and children of the merged record, and so on.
*Fast Merge: When exactly two people are selected, choose ''' Edit ->Fast Merge ''' to invoke '''{{man label|Merge People''' }} dialog.
When exactly two sources are selected, choose ''' Edit ->Compare and Merge... ''' to invoke '''{{man label|Merge Sources''' }} dialog.
[[Image:merge-plc.png|thumb|right|250px|Fig.x.xx Merge places]]
When exactly two places are selected, choose ''' Edit ->Compare and Merge... ''' to invoke '''Select title''' dialog.  The dialog allows you to make a decision on whether or not the selected records should be merged. If you decide that the records should not be merged, despite similar titles, you may click {{man buttonlabel|CancelMerge Places}} to close the dialog without making any changes. If you decide to proceed with merging, choose the appropriate radio button to specify the title of the merged record, or specify '''Other''' and enter new text, then click {{man button|OK}}.       
The dialog allows you to make a decision on whether or not the selected records should be merged. If you decide that the records should not be merged, despite similar titles, you may click {{man button|Cancel}} to close the dialog without making any changes. If you decide to proceed with merging, choose the appropriate radio button to specify the title of the merged record, or specify {{man label|Other}} and enter new text, then click {{man button|OK}}.
{{man index|Gramps 3.0 Wiki Manual - Entering and Editing Data: Brief|Gramps_3.0_Wiki_Manual_-_Navigation|3.0}}
{{languages|Gramps_3.0_Wiki_Manual_-_Entering_and_Editing_Data:_Detailed}}
[[Category:Documentation]]