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Gramps 5.0 Wiki Manual - Navigation

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As long as any [[Gramps_Glossary#family_tree|Family Tree ]] database is open, Gramps is focused on a single person usually referred to as an [[Gramps_5.0_Wiki_Manual_-_CategoriesGramps_Glossary#Active_Personactive_person|Active Person]]. This allows you to view or modify the data concerning this person, his or her immediate family, etc. [[Gramps_5.0_Wiki_Manual_-_Navigation#Setting_the_Active_Person|Navigating in the Family Tree ]] database (i.e. moving from person to person) is in fact nothing else but changing the Active Person. This section describes many alternative ways to navigate through the database using both the complex and the convenient interfaces Gramps provides. All these ways eventually fundamentally accomplish the same thingresult, but some are methods of navigating will be more convenient than others, ... depending on what you are doing in Gramps at the moment.
== Using the People Category ==
When in the [[Gramps_5.0_Wiki_Manual_-_Categories#Families_Category|Families Category]], you can easily navigate between the displayed families.
== Using the Charts [[File:22x22-gramps-pedigree.png]] Category ==[[File:TimelinePedigreeView-Addon-example-50.png|thumb|right|550px|Timeline Pedigree View - 3rd Party Addon for Chart Category - context menu example]]Gramps relies heavily on form-based layouts of linked list items. These imply relationships between records in your family Tree. The '''Charts Category''' provides an alternative, more visual, way of representing those relationships. The positions, shapes, and colors of containers along with their connecting lines &amp; arrows can show an extra depth of interrelation with different factors. Containers can be simple color filled boxes, arcs, ribbons, or many other shapes.
The But the [[Gramps_5.0_Wiki_Manual_-_Categories#Charts_Category|Charts Category]] also allow you provides an alternative way to move along navigate through the family tree. The benefit of this method is that you can see more than one generation of the family tree. Also, So you can jump directly from a great-grandson to a great-grandfather without going through the intermediate generations.
Note that after changing the [[Gramps_Glossary#active_person|Active Person ]] in the Charts Category, the display Chart View is re-adjusted to show up to five generations, starting from the newly selected Active Personfocus. When in the Charts Category, you can easily navigate between the members of the displayed family tree as follows:
To make any displayed person the Active Personfocus, rightleft-click the their corresponding box and choose the first entry in container. Right-clicking the container will invoke a context menuwith options appropriate to contents.
To make The a child context menu for a Person container may contain &#x25B6;sub-menus listing all spouses, siblings, children, and parents of the corresponding Person. The first entry in the context menu will usually be the name of the currently Active Person in that container. (if anyIt could alternately be an Edit option.) Selecting the Active Person, click name will shift focus in the same way as left arrow button to the left of -clicking the corresponding boxcontainer. If there is more than one child, You can also change the button expands Active Person focus to any of the menu listing the spouses, siblings, children to choose from, or parents of any displayed person.
To move Some charts views have an obvious navigational correlation. Moving through generations intuitively matches moving to the whole family tree one generation backleft, click on the corresponding right arrow button on the right-hand side of the display area. Clicking the upper button will move the tree along , upwards or downwards in the paternal linechart. Clicking the lower button will move the tree along the maternal lineThese may have custom directional navigation buttons to allow navigation by clicking rather than dragging.
Clicking either As an example, to change the focus of these buttons is completely equivalent the [[Gramps_5.0_Wiki_Manual_-_Categories#Pedigree_View|Pedigree View]]{{icon|ance}} to double-clicking a child (if any exists) of the current Active Person, click the lines connecting {{man button|&#x276E;}} (''Left Arrowhead'') button to the left of the corresponding boxes for father and motherActive Person&rsquo;s chart box. If there is only one child, the focus changes immediately. If the Active Person has more than one child, the {{man button|&#x276E;}} (''Left Arrowhead'') button expands with a pop-up menu with a selectable list of the children. (For this particular {{man button|&#x276E;}} (''Left Arrowhead'') button, the pop-up menu list of Children is sorted by that Parent&lsquo;s Marriage order, sub-sorted by Birth order. These [[Gramps_5.0_Wiki_Manual_-_FAQ#How_do_I_change_the_order_of_children.3F|orders can be changed]] globally in the Relationships category.)
You can also quickly access any {{man tip|Advantages of the spouses, siblings, children, or parents of any displayed person. To do this, move the mouse over the desired person's box and using context (right-click ) menus|Direct access to invoke a context menuspouse and siblings. The appropriate menu items will contain submenus listing Complete lists of all member of all spousescategories, siblings, childrennot only the preferred members.}} Like containers, buttons may have alternate features accessed by right-clicking and parents of the corresponding personchoosing from a contexual pop-up menu.
Other buttons are less obvious aids to navigating to not People but features of Gramps. Using the [[Gramps_5.0_Wiki_Manual_-_Categories#Pedigree_View|Pedigree View]]{{man tipicon|ance}} example again, rolling over the lines between boxes shows a hint with any known basic details about the relationship and double-clicking those lines opens the editor for that Family. And double-clicking the Active Person box opens the editor for that Person. It is well worth reading the detailed documentation on each Chart View to discover these hidden shortcuts to favorite features.  The built-in Views of the [[Gramps_5.0_Wiki_Manual_-_Categories#Charts_Category|Chart Category]] are introduced in the [[Gramps_5.0_Wiki_Manual_-_Categories|Advantages Categories]] reference section. Some are described in greater depth in articles listed at the bottom of the View&rsquo;s introductory section.  The collection of Views in the Charts Category can be expanded with 3rd Party Addons using context (rightthe [[Gramps_5.0_Wiki_Manual_-click) menus_Plugin_Manager|Direct access to spouse and siblingsPlug-in Manager]] feature of Gramps. Complete lists The available 3rd Party Addon plug-ins can be found under the '''View''' column of all member the [[5.0_Addons#Addon_List|list of all categories, not only Addons]] table. The maintenance of a few 3rd Party Addon Views has been adopted by the Gramps volunteer team over the years. These became 'built-in' after being vetted and then included in the main Gramps distributions. Articles about using each Addon View are linked to the preferred memberslabel '''Plugin/Documentation''' column. The quality of documentation varies dramatically for these articles.}}
== Using Gramplets ==
== Setting the Home Person ==
One (and only one ) person in the Family Tree database can be selected designated as the [[Gramps_Glossary#home_person|Home personPerson]]. Once the Home person Person is selecteddesignated, moving returning the Active Person focus to that person becomes a matter of a single click, regardless of which Category you are using is being used at the moment.
To set the Home personPerson, first navigate to that person using any method you like. Then choose the People category and select the menu {{man menu|Edit ->Set Home Person}}. Once this is done, you can move to the Home person Person from anywhere in the database by simply clicking the Toolbar {{man button|Home}} icon. You can also choose the menu {{man menu|Go ->Home}} or select {{man label|Home}} item from any context menu available on the right click or use the keyboard shortcut {{man key press|Alt|Home}}.
* [[Gramps_5.0_Wiki_Manual_-_Settings#Setting_Home_person|Settings#Setting Home Person]]
 
== Setting the Active Person ==
 
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* Categories: [[Gramps_5.0_Wiki_Manual_-_Categories#Active_Person|Active Person]]
== Using history-based tools ==
== Bookmarks ==
Similar to setting the Home person, you can bookmark other people from the database to simplify further navigation. To bookmark a person, first navigate to that person, then choose the menu {{man menu|Bookmarks ->Add Bookmark}}. To move to that person from anywhere elsewhere in the database, choose the menu {{man menu|Bookmarks ->'''Person's name'''}} from the list of bookmarked names shown. The other categories have their own list of Bookmarks.
[[ImageFile:Organizebookmarks-4050.png|thumb|350px|right|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Organize Bookmarks]]
You can manage your bookmarks by choosing the menu {{man menu|Bookmarks ->Organize bookmarks...}} or [[Gramps_5.0_Wiki_Manual_-_Keybindings|keybinding]] {{Man key press|Shift|CTRL|D}}. This opens the {{man label|Organize Bookmarks}} dialog with the list of bookmarks and the controls to modify this list.
Use the {{man button|Up}} and {{man button|Down}} buttons to change the list sequence. Use the {{man button|Remove}} button to remove a Bookmark. The {{man button|Help}} will bring you to this page, and you close the {{man label|Organize Bookmarks}} window with the {{man button|Close}} button.
The list of Bookmarked People can be selected through the People Category, as explained above, but is also through shared with the Relationships Categoryand Charts Categories.  On a similar basis, separate lists of Bookmarks are maintained in each of the following Categories: Families Category, Events, Places, Sources, Citations, Repositories, Media, and Notes. {{-}} == Notes as Navigational Shortcuts ==[[File:NoteLinkingHints.png|thumb|right|235px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Notes Editor - Linking text]]There are separate Bookmarks lists in several categories. But they are still just simple lists. Long lists of bookmarks quickly become unwieldy.  Persistent Links can be created in [[Gramps_Glossary#note|Notes]]. Use the [[Gramps_5.0_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_2#Link_Editor|Link Editor]] in Notes to organize navigation links to different types of Gramps records following to your own organization methods. Once a Note has linked text, that linked record can be used like a Bookmark. Navigate to that record by holding the {{Man key press|CTRL}} key and clicking on the Linked Text. One note be used as a Linked Index to other Notes with different sets of Links.  An example of a linked note might include an obituary where all the Charts CategoryPersons, Places or even the Events are Linked. This makes it easier to navigate to the indirectly related (or even unrelated) pallbearers, funeral officiants, or attendees.
On a similar basis Another note might be the transcribed bibliography for the published original research of another genealogist. As you collect digital copies of those originally cited references, the linked bibliography can also Bookmark: Eventsbe used as a Source acquisition checklist. When completely Linked, the Bibliography can be use to navigate through Sourcesfor each citation while searching for unsupported conclusions, Citations, Places, Media, Repositories , and Notesinaccuracies or omissions.
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{{man tip|Finding People|For more complex people searches you may want to use filters. Enable filter controls by choosing menu {{man menu|View -> Sidebar}}, select the desired filter, and click {{man button|Find}}. For details, see [[Gramps_5.0_Wiki_Manual_-_Filters|Filters]].}}
[[ImageFile:Find-people-40list-view-typeahead-50.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} TypeFind people list view using Interactive search type ahead -ahead findexample]]
To find a record in a database, first switch to the appropriate Category that provides the list of the desired records: People, Sources, Places, or Media. Then start typing the name of a person or the title of a Source, Place, or Media object that you are looking for, respectively. You may also press {{man key press|CTRL|F}} to turn on the search mode, but simply starting to type is also enough.
As you type, the first record in the list that is compatible with your input will be selected.
 
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[[File:Interactive search.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Type-ahead find]]== Using the Clipboard ==
{{man note|Not your ordinary Clipboard|Note, that the Gramps Clipboard doesn't work anything like a standard computer clipboard. It works like a real clipboard in that you drag things onto it, and drag-copy them off.}}{{man warn|Warning|{{man label|Clipboard}} storage is persistent within a single Gramps session. Closing the {{man label|Clipboard}} window will not lose the stored records. However, exiting Gramps will.<br><br>{{man menu|If you do need to save items between sessions there is a Third-party Addon [[ClipboardGramplet|Clipboard Gramplet]] that does.}}}}
== Using the [[File:Clipboard ==-dialog-example-context-menu-50.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Clipboard - dialog - Showing Context menu (right click) example]]
{{man warn|Warning|{{man label|Clipboard}} storage is persistent within a single Gramps session. Closing the {{man label|Clipboard}} window will not lose the stored records. However, exiting Gramps will.<br><br>{{man menu|If you do need to save items between sessions there is a Third-party Addon [[ClipboardGramplet|Clipboard Gramplet]] that does.}}}}
[[Image:Clipboard-40.png|thumb|right|400px|Fig. For an application like Gramps the {{#var:chapterman label|Clipboard}}is very important as it will help reduce repetitive data entry.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Clipboard]]
The {{man label|Clipboard}} tool provides a temporary notepad to store database records for easy reuseduring a single Gramps session eg: until you exit Gramps. In short, this is a sort of the copy-and-paste functionality extended from textual objects to other types of records used in Gramps. Clipboard makes extensive use of the [http://en.wikipedia.org/wiki/Drag-and-drop ''drag and drop''] technique
To invoke the {{man label|Clipboard}}, either choose the menu {{man menu|Edit->Clipboard}} or click the Toolbar {{man button|Clipboard}} button or use the [[Gramps_5.0_Wiki_Manual_-_Keybindings#8|Keyboard shortcut (accelerator key)]] {{man key press|CTRL|B}}.
Selecting a record using the the context menu (right click) will show the following three options for each record type:
* {{man label|See the [RECORD TYPE] details}}* {{man label|Make the [RECORD TYPE] active}}* {{man label|Create Filter from the [RECORD TYPE] selected [[File:Clipboard-example-right-click-menu-41.png|thumb|right|400px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Context menu (right click) for the Clipboard]]
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For an application like Gramps the Clipboard is very important.
;One example: You find a birth certificate of a person. In this certificate also the witnesses are mentioned. And the birth certificate also determines a source where the information was stored. The best way is to open the clipboard and drag the source you want to work with there. Then use drag and drop to use it in new items you use.
==Main Menus==
{{stub}}<!--(Link to relevant sections of the manual / move this to possibly a New appendix?)-->[[ImageFile:Menubar_MainMenuOverviewMenubar-MainMenuOverview-noFamilyTreeLoadedNoFamilyTree-40Loaded-50.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Menubar - Main Menu Overview - No Family Tree Loaded]][[ImageFile:Menubar_MainMenuOverviewMenubar-MainMenuOverview-FamilyTree-Loaded-4050.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Menubar - Main Menu Overview - Family TreeLoaded]][[ImageFile:Menubar_MainMenuOverviewMenubar-MainMenuOverview-FamilyTree-activeLoaded-40Active-Go-Windows-menus-50.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Menubar - Main Menu Overview - Family Tree - Edit windows Loaded showing "Active " and "Windows" menu entries in use]]
The MenuBar shows the available Gramps Menus that change and appear depending on the Category used eg: Edit / View.
 
{{stub}}<!--(Link to relevant sections of the manual / move this to possibly a New appendix?)-->
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==={{man menu|Family Trees}}===
[[ImageFile:Menubar-FamilyTrees-40overview-example-50.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Menubar - "Family Trees Overview" - overview example]]
*{{man menu|Manage Family Trees...}} -
*{{man menu|Open Recent}} -
*{{man menu|Close}} -
<hr>
*{{man menu|Import...}} - Bring in data from other [[Gramps_5.0_Wiki_Manual_-_Manage_Family_Trees#Importing_data|formats]].
*{{man menu|Abandon Changes and Quit...}} -
*{{man menu|Quit...}} -
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==={{man menu|Add}}===
 
[[File:Menubar-Add-New-50.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Menubar - Add Overview]]
 
*{{man menu|Add}} - a new object also see keybindings.
<hr>
*{{man menu|Person}} -
*{{man menu|Family}} -
*{{man menu|Event}} -
*{{man menu|Place}} -
*{{man menu|Source}} -
*{{man menu|Citation}} -
*{{man menu|Repository}} -
*{{man menu|Media}} -
*{{man menu|Note}} -
<hr>
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==={{man menu|Edit}}===
[[ImageFile:Menubar-Edit-4050.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Menubar - Edit Overview]]
*{{man menu|Undo}} -
==={{man menu|View}}===
[[ImageFile:Menubar-View-40overview-example-50.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Menubar - "View Overview" - overview example]]
*{{man menu|Configure...}} - Allows you to configure the active view.
==={{man menu|Go}}===
[[ImageFile:History-based-navigation-tools-4050.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Menubar - Go Overview]]
*{{man menu|Back}} - Allows you to go back to the previous item in your [[Gramps_5.0_Wiki_Manual_-_Navigation#Using_history-based_tools|Navigation history]]
==={{man menu|Bookmarks}}===
[[ImageFile:xxxMenubar-BookmarksOverview-50.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Menubar - Bookmarks Overview]]
*{{man menu|Add Bookmark}} - Create a bookmark from the currently selected item eg: Person, Family etc..
==={{man menu|Reports}}===
[[ImageFile:Menubar-ReportsOverview-4050.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Menubar - Reports Overview]]
*{{man menu|Books...}} - The [[Gramps_5.0_Wiki_Manual_-_Reports_-_part_3#Books|Books Report]] allows you to create a custom genealogy book containing a collection of Gramps textual and graphical reports in a single document (i.e. a Book)
==={{man menu|Tools}}===
[[ImageFile:MenubarMenuOverview-ToolsOverviewTools-4050.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} "{{man menu|Tool >...}}" Menubar - Tools Overview]]
*{{man menu|Analysis and Exploration}} -
==={{man menu|Windows}}===
[[ImageFile:Windows_managerMenubar-Windows-overview-example-50.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Menubar - "Windows Overview" - overview example]]
* {{man menu|Windows}} - This menu provides quick access to opened windows you are working on.
==={{man menu|Help}}===
[[ImageFile:Menubar-Help-40overview-example-50.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Menubar - "Help Overview" - overview example]]
*{{man menu|User Manual}} - Direct link to the online Gramps User manual you are viewing right now. Yes, you need an internet connection to consult the Gramps User Manual.
*{{man menu|About}} - This item displays a dialog with general information about the Gramps version you are running.
 
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{{man index|Gramps 5.0 Wiki Manual - Entering and editing data: detailed - part 3|Gramps 5.0 Wiki Manual - Plugin Manager|5.0}}
 
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