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Howto: Make a relationship chart

4,234 bytes added, 18:15, 3 September 2012
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Example 1-A: a descendant chart
{{languages|Howto: Make a relationship chart}} This is a Howto on how to make a relationship chart (can be ancestors, descendants, ...) with GRAMPS 2.2.x. and the Relationship plugin.[[Image:RelationshipChartDescendants.png|right|thumb|200px300px|An example chart]]
The report is made with the graphviz backend, so you need to install [http://graphviz.org graphviz] (on linux, use your package manager).
GRAMPS can produce charts, but to view them, you need other programs. We recommend that you install the following:
* [http://graphviz.org Graphviz]: '''required''' for relationship charts
* [http://www.inkscape.org/ Inkscape]: for viewing and editing svg charts, export to png* [http://www.gnu.org/software/gv/ gv], [http://linuxappfinder.com/package/kghostview kghostview]: for viewing ps charts
* ps2pdf: for converting ps to pdf
* [http://www.adobe.com/products/acrobat/readstep2.html adobe reader], [http://linuxappfinder.com/package/kpdf kpdf]: for viewing pdf charts* [http://www.documentfoundation.org/download/ LibreOffice] or [http://www.openoffice, koffice.org/ OpenOffice] or [http://www.calligra-suite.org/ Calligra]: for viewing odt documents
== Filters: what persons to print ? ==
=== What are filters?===
In GRAMPS you can define filters to make a selection of individuals, see [[Example_filters| Examples of filters]]. In the relationship chart all custom person filters you made will be available, as well as the standard descendants and ancestors filters. These last start from the active person.
{{man tip|style="width:80%;margin-top:+.7em;margin-bottom:+.7em;background-color: #c0f0ff;border:1px solid #ccc; padding: 5px" align="center"Tip|-|[[Image:Gnome-important.png]]|<center style="font-size:100%">'''Tip:''' You can add to a family stepchildren by setting the relationship of the child to the mother to ''step child''. In doing so, these children will be part of a descendant report without the need to create a custom filter to include them.</center>|}}
=== How many people ?===
== Example 1-A: a descendant chart ==
[[Image:RelationshipChartDescendants.png|right|thumb|200px|A descendant chart, click for details]]
Download [http://gramps.svn.sourceforge.net/viewvc/*checkout*/gramps/trunk/gramps2/example/gramps/exampledata.gramps?revisionview=markup&pathrev=7186 10822 example.gramps], on this page use the {{man label|Download}} link, create a new database in GRAMPS called example.grdb, and import the example.gramps data into it.
If not the case, set the active person to ''Garner, Lewis Anderson''.
To make a descendant chart with the relationship report, choose the menu item
'''{{man menu|Reports -> Graphical reports -> Realtionship Relationship graph'''...}}
In the dialog, set the format to .png and chose the following in the tabs available:
#'''Paper Options '''-> Size : Custom Size (Set width and height to 10000 cm, or some other large value)
#'''Report Options '''-> Filter: Ancestors Descendants of Garner, Lewis Andersson
#'''Layout optons '''-> Aspect ratio: minimal size
== Example 1-B: a chart with ancestors ==
[[Image:RelationshipChartAncestors_small.png|rightleft|thumb|350px|Fig. An ancestor chart. For the detailed image, [[Media:RelationshipChartAncestors.png| click here (853kb!)]]]]   
Download and open the example.gramps file as in Example 1
 
 
 
Set ''Warner, Carl Thomas'' to be the active person.
Repeat the process in Example 1-a, but choose the filter ''Ancestors of Warner, Carl Thomas'' this time.
You can see the result to the rightleft.    This is already an extremely large graph. It can only be readily viewed in a good image viewer. For printing you need to resort to printing on several pages, or you need access to a large plotter.  
 
It can only be readily viewed in a good image viewer.
 
For printing you need to resort to printing on several pages, or you need access to a large plotter.
== Example 2: A chart with ancestors, descendants and their families ==
[[Image:RelationshipChartAncestorsAndDescendants_small.png|right|thumb|450px|Fig. A large chart. For the detailed image, [[Media:RelationshipChartAncestorsAndDescendants.png| click here (363kb!)]]]]
 
Note: This example uses filters. See [[Example filters| Examples of filters]] for an introductory example.
 
 
 
Note: This example uses filters. See [[Example filters]] for an introductory example.
Open the file example.gramps and select Cristiansen, Frances as the active person.
* ''Ancestors of <person>'' choose Christiansen, Frances and check <tt>inclusive</tt>.
* ''Descendants of <person>'' chose Christiansen, Frances
 
 
 
Make sure that "At least one rule must be fulfilled" is chosen, so that we get both ancestors and descendants!
[[Image:RelationshipChartAncestorsAndDescendants_small.png|center|thumb|450px|A large chart. For the detailed image, [[Media:RelationshipChartAncestorsAndDescendants.png| click here (363kb!)]]]]
Now we create the filter we will actually use for the report. It will be based on the previous filter: Create a new filter, called '''Frances2'''. This filter should contain the rules:
* ''Spouses of filter'' Frances1
   Now close the filter editor, and follow the instructions given in Examples 1a and 1b, but this time choosing the filter '''Frances2''' in the '''Report Options''' tab.       The result is visible to the right (363kb, large file !)
== Example 3, Generating the graph by using the Graphviz command line tool ==
=== Preperation with GRAMPS ===
Use this only as a way to work around problems like setting the paper size.
{|style="width:80%;margin-top:+.7em;margin-bottom:+.7em;background-color: #c0f0ff;border:1px solid #ccc; padding: 5px" align="center"|-|[[Image:Gnome-important.png]]|<center style="font-size:100%">'''Note:''' The current stable version of [http://graphviz.org Graphviz] (v2.12) has a bug. In order to correctly display the menufamily nodes (yellow balloons), select all occurrences of the word ''ellipse'' should be changed to ''egg''(see [http://www.graphviz.org/bugs/b1078.html bug report 1078]).</center>|} In the menu, select {{man menu|Reports -> Code Generators Graphs -> Relationship graph'''Graph...}}. Select in file format: graphviz file, which defaults to the gv extension. This fileis then a dot file which can be processed by graphviz. Eg, to make from the gv file a ps file, Gramps uses: dot -Tps:cairo -o"file.ps" "file.gv" for svg: dot -Tsvg -o"file.svg" "file.gv" Choose the filter you want to use, and set also as many of the other options as possible to the desired values (as explained in Example 1-A)
Choose the filter you want to use, and set also as many of the other options as possible to the desired values (as explained in Example 1-A), but the format should be "Graphviz (dot)". Click Ok. You should now have a file of type ".dot".
This file is a text file, so it can be opened in any text-editor.
The dot file is a text file with a well explained structure, for extra info: [http://www.graphviz.org/Documentation.php www.graphviz.org]
digraph GRAMPS_graph
{
bgcolor=white;
center="true";
charset="iso-8859-1";
concentrate="false";
dpi="75";
graph [fontsize=12];
 
...
 
then the actual GRAMPS data are shown:
I3493 [ shape="box" fillcolor="pink" style="solid,filled" label="Blancke, Charlotte\n(1801)" ];
...
You can optimize the layout by making changes in the file.
*For paper size, : look around line 36-37 for two lines that define the "page" (paper size) and "size" (area of paper to use), and change these to '''some large values'''. This is important as otherwise the figure will be wrongly scaled giving bad picture quality (eg unreadable text).
*You can also change the font by adding a font family. Look for the lines
node [style=filled fontsize="12"];
To see information messages (like font) use the -v flag. You can also output other image formats, eg, for jpeg with verbose output:
dot -Tjpg -oreport.jpg report.dot -v
 
...
Activated plugin library: libgvplugin_pango.so.5
Using textlayout: textlayout:cairo
Activated plugin library: libgvplugin_dot_layout.so.5
Using layout: dot:dot_layout
Using render: cairo:cairo
Activated plugin library: libgvplugin_gd.so.5
Using device: jpg:cairo:gd
The plugin configuration file: /usr/lib/graphviz/config4 was successfully loaded.
render : cairo dot fig gd map ps svg vml vrml xdot
layout : circo dot fdp neato nop nop1 nop2 twopi
textlayout : textlayout
device : canon cmap cmapx cmapx_np dia dot fig gd gd2 gif hpgl imap imap_np ismap jpe jpeg jpg mif mp pcl pdf pic plain plain-ext png ps ps2 svg svgz vml vmlz vrml vtx wbmp xdot xlib
loadimage : (lib) gd gd2 gif jpe jpeg jpg png ps
dot: fontname "Times-Roman" resolved to: "Times New Roman, Normal" /usr/share/fonts/truetype/msttcorefonts/Times_New_Roman.ttf
network simplex: 11 nodes 10 edges 0 iter 0.00 sec
mincross: pass 0 iter 0 trying 0 cur_cross 0 best_cross 0
mincross GRAMPS_graph: 0 crossings, 0.00 secs.
network simplex: 23 nodes 37 edges 7 iter 0.00 sec
routesplines: 10 edges, 30 boxes 0.00 sec
Using render: cairo:cairo
Using device: jpg:cairo:gd
...
 
== Printing large graphs ==
If you want to print large graphs (especially with photos and other details) in reasonable readable quality, the following steps should work:
# In Document Options choose SVG as output format.
# Setup paper format to fit graph into one sheet (SVG cannot handle more than one sheet), so choose A0 or custom size.
# Use [http://www.inkscape.org/ Inkscape] for opening SVG graph.
# Menu File/Document properties, use "Fit page to selection" function (fix size accordingly to graph size).
# Menu File/Save as, choose PDF format.
 
You now have a large poster you could print. Inkscape cannot tile PDF for printing large graphs on many A4/A3 sheets, so you must use another software to do it for you. At home, you can print this on multiple A4/A3 sheets with other programs:
* In Linux, the poster command line utility can split a poster over A4/A3/Letter.
*# Install it via your package manager (or on CLI type for eg Ubuntu: ''sudo apt-get install poster''
*# Read the man page, to eg split an A0 poster which is in postscript format, over 16 A4 do:
poster -iA0 -mA4 -pA0 posterA0.ps > posterA4.ps
* For Linux, Windows and Mac, you can also use the program [http://posterazor.sourceforge.net/ PosterRazor], which has an easy to use interface.
* For Windows, you can use [http://www.noliturbare.com/pdf-tools/pdf-tiler Govert's PDF Tiler] (can maybe run on Linux too using [http://www.mono-project.com/Main_Page Mono], needs .NET 1.1)
== Troubleshooting ==
*If you encounter bad fonts (missing characters) or wrong fontsizes, see Example 3 on how you can set the font yourself.
*If you have a bad resolution of png, eg unreadable text, this is probably because you have set a paper size which is to small. See Exampe 1-A: set the papersize of number of pages to a high number, but select in '''Layout Options''', in Aspect ratio: <tt>automatically use optimal number pages</tt>, or use <tt>minimal size</tt>
 
{{man warn|Reports and custom IDs|After a GEDCOM import, your database can use some non-standard IDs (ie. 123I or 456U not set on {{man menu|Edit --> Preferences --> Identifiants ID}}). If generated reports do not properly display data, then try [[Gramps_3.0_Wiki_Manual_-_Tools#Reorder_GRAMPS_ID|Reorder GRAMPS IDs tool]] ({{man menu|Tools-->Database Processing-->Reorder GRAMPS IDs}}).}}
== Further cool things to do ==
== Want to help developing ? ==
If you go through the dot specifications, you will note that more can be done with graphics. If you have programming skills you can add some functionality:
* add the default picture (planned for GRAMPS 3.0 based on ideas of the [[Familylines plugin]])
* more/better text in the boxes: what text and how to organize it?
* coloring. See the [[Familylines plugin]]: a color per family, for specific relations, for the central person, ...
 
== Link to the manual ==
Also check out the [http://www.gramps-project.org/wiki/index.php?title=Gramps_3.2_Wiki_Manual_-_Reports#Relationship_Graph Wiki Manual].

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