Gramps 5.0 Wiki Manual - Entering and editing data: detailed - part 3

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The previous section offered you a detailed overview of how to enter and edit the main objects you see in Gramps. This section continues with other objects you encounter in Gramps.

Name Editor

Names are edited through the Name Editor dialog available from the Edit Person dialog.

Name Editor dialog

Fig. 7.3.1 Name Editor

The top of the window allows entry of the type of name (e.g., Birth Name, Married Name, etc) from a dropdown list. Next are elements of the personal name most commonly grouped together as Given Name elements. Following the Given Name section is the Family Names section. At the bottom are elements allowing for customization of name sorting, dates for names, name sources and notes for names.


Type

  • Type: (Birth Namedefault) The Name type dropdown list allows you to select the type of name being entered.
  • Record is public/private toggle the icon in the top right corner 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.


Given Name(s) Section

The Given Name(s) Section contains all parts of a personal name you can store with Gramps.

  • Given: The person's given names should all be entered here.
  • Call Name: The person's proper legal name that was used most commonly by the person should be entered here. For example, someone named John Raymond Smith who uses the name Raymond should have Raymond entered here. If this person uses Ray commonly, this should be entered as a nickname since Ray is not the proper legal name (see following). In Germany and some other places, it was custom to underline the callname among the different given names (see also here).
  • Title: The person's personal title, such as Doctor (or Dr.) can be entered here.
  • Suffix: The person's personal name suffix, such as Junior (Jr.) or III, should be entered here.
  • Nick Name: The person's nickname should be entered here. Nicknames include shortenings of proper legal names such as Greg for Gregory (cf. Call Name above).


Family Names Section

The Family Names Section contains the person's family name elements. Gramps allows for multiple family names as well as multiple kinds of family names.

  • Toolbar - + / Edit / Remove / Move up in list / Move down in list

The following columns are shown:

  • Prefix A prefix for the family name that is not used in sorting (such as "de" or "van").
  • Surname for the main portion of one's family name.
  • Connector often used in matronymic or patronymic naming schemes, such as dotter.
  • Origin indicating the type of family name this is and its derivation.
  • Primary Radiobox indicating if the family name is the primary one.

The follow field is shown:

  • Family Nick Name: for families commonly referred to using a more vernacular nick name.

See also: Names in Gramps - wiki article.

Name Editor tab pages

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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).


General

Options allowing you to adjust specific grouping, sorting, and displaying properties of this name, as well as to provide the date corresponding to the name.

  • The Group as: field provides an alternative grouping node for a name in the person view, 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.
    • Override Check this checkbox to enable typing into this field. (checkbox unchecked by default)
People are displayed according to the name format given in the Preferences (the default).
Here you can make sure this person is displayed according to a custom name format (extra formats can be set in the Preferences).
  • The Sort as and Display as determine the manner in which the name appears in the People View and in the reports. The sort as allows you to override the name pattern set in the Gramps preferences in sorting of the name. For example, you suddenly have a branch of Swedish names with given and patronymic, but the rest of your database sorts names on Family name, Given. You can indicate here to sort this name always as Patronymic, Given.
Here you can make sure this person is sorted according to a custom name format (extra formats can be set in the Preferences).
The display as allows you to say how the name is displayed. You might for example want to sort a name in a specific manner, but still have the display of the name as set in your preferences.
The Person Tree view groups people under the primary surname. You can override this by setting here a group value. You will be asked if you want to group this person only, or all people with this specific primary surname.
  • The Date can provide information on the validity of this name -- use date spans as necessary. The edit date icon opens the Date Editor. Eg. for a Married Name, enter the date that the name is first used or the marriage date.

Source Citations

The Source Citations tab displays information about sources and citations relevant to this name and controls allowing its modification. The central part displays the list of all such citations and sources stored in the database. The buttons + , Edit , and - allow you to correspondingly add, modify, and remove a citation to this name. Note that the Edit and - buttons become available only when a source reference is selected from the list.

More info: Citations editor

Notes

The 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.

More info: Note Editor

Attributes

When you add or edit an Attributes from the Edit Person dialogs Attributes tab the Attribute Editor dialog will be shown.


Attribute Editor dialog

Gramps-notes.png
Note

Some predefined attributes are present because the are defined in the GEDCOM standard.

Fig. 7.3.2 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 OK and Cancel buttons. Clicking the OK button at any time will apply all the changes made in all tabs and close the dialog window. Clicking the Cancel button at any time will close the window without applying any changes.

The top section allows editing of the most general information about the attribute:

  • Attribute: (Identification Numberdefault) The name of an attribute you want to use. For example: Height (for a person), Weather on this Day (for an event), ... Use this to store snippets of information you collect and want to correctly link to sources. Attributes can be used for people, families, events and media. 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 Attribute drop-down menu.
    • Record is public/private Toggle this to mark this attribute record as private or public. 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.
  • Value: Plain text description entry of the attribute. Eg. 1.8m, Sunny, or Blue eyes.


Attribute Editor tab pages

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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).


Source Citations

The Source Citations tab displays information about citations and sources relevant to this attribute and controls allowing its modification. The central part displays the list of all such sources and citations references stored in the database. The buttons + , Edit , and - allow you to correspondingly add, modify, and remove a source reference to this attribute. Note that the Edit and - buttons become available only when a citation/source reference is selected from the list.

Notes

The 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.


Addresses

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Note

Use Residence Event for genealogical address data.

See also Why residence event and not Address?


When you add or edit an address from the Edit Person dialogs Addresses tab the Address Editor dialog will be shown.

Address Editor dialog

Fig. 7.3.3 Address editor

The top part shows the dialog title including the name of the person whose address is being edited.

The information can be typed in the appropriate text entry fields.

The top of the window allows editing of the most general information about the address:

  • Date: Date at which the address is valid.
    • Invoke date editor button
  • Street: The street of the address.
    • Record is public/private button. Toggle this button to mark this address record as private or public. This will give you a chance to omit this address from being included in reports, if you choose so among the report generation options.
  • Locality: The locality name of the address.
  • City: The village or city of the address.
  • State/County: The state or county of the address in case a mail address must contain this.
  • Country: Country of the address.
  • ZIP/Postal code: Postal code.
  • Phone: Phone number linked to the address.

The bottom part has Help, Cancel and OK buttons. Clicking the OK button at any time will apply all the changes made in all tabs and close the dialog window. Clicking the Cancel button at any time will close the window without applying any changes.

Address Editor tab pages

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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 following tabs contain different categories of available information. You can bring any tab to the top for viewing or editing by clicking on the appropriate tab heading.

Source Citations

The Source Citations tab displays information about sources relevant to this address and controls allowing its modification. The central part displays the list of all such sources and citations references stored in the database. The buttons + , Edit , and - allow you to correspondingly add, modify, and remove a citation/source reference to this address. Note that the Edit and - buttons become available only when a source reference is selected from the list.

Notes

The Notes tab displays any notes concerning the address. To add a note or modify existing notes simply edit the text in the text entry field.


Merging records

Sometime several records in your family tree turn out to be describing the same object: same person, same place, or same citation/source. It could happen either when the data is entered twice by mistake, or when new information reveals that the two entries refer to the same person. It can also happen after importing a GEDCOM obtained from a relative, whose database overlaps with your existing data.

Whenever you detect duplicate records, merging them is a useful way of correcting the situation.

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Tip

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 the Ctrl key.


Merge People

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Note

Merging people does not discard any information. The decisions you make during the merge only affect which data will become primary and which will become secondary for the resulting merged record.

Fig. 7.3.4 Merge People - default dialog
When exactly two people are selected, choose Edit ->Merge... to invoke the Merge 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 Cancel button to close the dialog without making any changes. Expanding the "Detailed Selection" and the "Context Information" fields on the bottom left shows more information about the people to be merged.

If you decide to proceed with merging, select the appropriate Select radio button to specify the record to be used as the source of primary data, then click OK. 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.

Fig. 7.3.5 Merge Events - "Detailed Selection" section & "Context Information" expanded dialog


Merge Families

Fig. 7.3.6 Merge Families - default dialog

When exactly two families are selected, choose Edit ->Merge... to invoke Merge Families 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 being similar, you may click Cancel to close the dialog without making any changes.

You can either choose one of the two families to be the source of the primary data for the new family, or by expanding the "Detailed Selection" field you can individually choose which father is the source of the primary data, which mother is the source of the primary data, and which family (selected by Gramps ID) is the source of the other primary data.

If you decide to proceed with merging, choose the appropriate Select radio button(s) to specify the source(s) of the primary data to be used for the merged family record, and then click OK . The children from both marriages are merged into the new family. The two fathers are merged together and the events from the secondary father are attached to the primary father. The names from the secondary father become alternate names for the primary father. The same occurs to the two mothers. The events related to the secondary family (e.g. marriage and any divorce) are transferred to the primary family. The secondary family, and the person record for the secondary father and mother are deleted from the database.

Fig. 7.3.7 Merge Families - "Detailed Selection" section expanded dialog


Merge Events

Fig. 7.3.8 Merge Events - default dialog

When exactly two events are selected, choose Edit ->Merge... to invoke Merge Events 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 Cancel to close the dialog without making any changes.

If you decide to proceed with merging, choose the appropriate radio button to specify:

  • Type
  • Date
  • Place
  • Description
  • Gramps ID

to be used for the merged record, then click OK


Fig. 7.3.9 Merge Events - "Detailed Selection" section expanded dialog


Merge Sources

Fig. 7.3.10 Merge Sources - default dialog

When exactly two sources are selected, choose Edit ->Merge... to invoke Merge Sources 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 Cancel to close the dialog without making any changes.

If you decide to proceed with merging, choose the appropriate radio button to specify:

  • Title
  • Author
  • Abbreviated title
  • Publication information
  • ID

to be used for the merged record, then click OK.


Fig. 7.3.11 Merge Sources - "Detailed Selection" section expanded dialog


Merge Citations

Fig. 7.3.12 Merge Citations - default dialog

When exactly two citations are selected, choose Edit ->Merge... to invoke Merge Citations 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 Cancel to close the dialog without making any changes.

If you decide to proceed with merging, choose the appropriate radio button to specify:

  • Volume/Page
  • Date
  • Confidence
  • Gramps ID

to be used for the merged record, then click OK.

See also the Merge Citations... Tool.

Fig. 7.3.13 Merge Citations - "Detailed Selection" section expanded dialog


Merge Places

Fig. 7.3.14 Merge Places - default dialog

When exactly two places are selected, choose Edit ->Merge... to invoke Merge Places 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 Cancel to close the dialog without making any changes.

If you decide to proceed with merging, choose the appropriate radio button to specify:

  • Title
  • Latitude
  • Longitude
  • Location
  • ID

to be used for the merged record, then click OK.


Fig. 7.3.15 Merge Places - "Detailed Selection" section expanded dialog


Merge Media Objects

Fig. 7.3.16 Merge Media Objects - default dialog

When exactly two Media Objects are selected, choose Edit ->Merge... to invoke Merge Media Objects 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 Cancel to close the dialog without making any changes.

If you decide to proceed with merging, choose the appropriate radio button to specify:

  • Title
  • Path
  • Date
  • Gramps ID

to be used for the merged record, then click OK


Fig. 7.3.17 Merge Media Objects - "Detailed Selection" section expanded dialog


Merge Repositories

Fig. 7.3.18 Merge Repositories - default dialog

When exactly two repositories are selected, choose Edit ->Merge... to invoke Merge Repositories 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 Cancel to close the dialog without making any changes.

If you decide to proceed with merging, choose the appropriate radio button to specify:

  • Name
  • Type
  • Gramps ID

to be used for the merged record, then click OK


Fig. 7.3.19 Merge Repositories - "Detailed Selection" section expanded dialog


Merge Notes

Fig. 7.3.20 Merge Notes - default dialog

When exactly two notes are selected, choose Edit ->Merge... to invoke Merge Notes 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 Cancel to close the dialog without making any changes.

If you decide to proceed with merging, choose the appropriate radio button to specify:

  • Text
  • Type
  • Format
  • Gramps ID

to be used for the merged record, then click OK

Fig. 7.3.21 Merge Notes - "Detailed Selection" section expanded dialog


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