Changes

Jump to: navigation, search

Gramps 5.1 Wiki Manual - Manage Family Trees

6,188 bytes added, 05:06, 8 September 2021
m
? Undo revision 87269 by Bamaustin (talk)
{{-}}
=== Family Trees manager window ===
Family Trees are what Gramps calls the database structure used to store and organize genealogical data. You need to create a Family Tree before any genealogical data can be entered, [[How_to_restore_a_backup|restored from a backup achive ]] or [[Gramps_5.1_Wiki_Manual_-_Manage_Family_Trees#Importing_data|imported from other software]].
Family Trees can be renamed, converted to other database backends, repaired or deleted. A 'mistake' here won't be unrecoverable. (The biggest potential mistake, an accidental Deletion, requires a confirmation.)
[[File:ManageFamilyTrees-51.png|right|thumb|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} "Family Trees" manager window]]
Clicking the {{man button|Family Tree Manager}} button brings up the {{man label|Family Trees}} manager windows this allows you to work with and manage your the Family Treesfound within the specific Gramps [[Gramps_5.1_Wiki_Manual_-_Settings#Family_Tree|Family Tree Database path]] directory.
The Family Tree Manager window allows the you to create a new Family tree, rename an existing Family tree, delete a Family tree, or load a Family tree or check info (rmationinformation) about the Family tree. All the names of your Family trees appear in the list. If a Family tree is open, an icon will appear next to the name in the status column. The Database Type as well an indication of the date and time your family tree was ''Last accessed''' is shown.
* {{man button|New}} creates a new Family tree.
* {{man button|Rename}} the selected existing Family tree.
* {{man button|Close}} the selected existing Family tree.
* {{man button|Convert}} the selected family tree . This option only available for legacy BSDDB databaseswhen the database of tree is different than the . See: [[Gramps_5.1_Wiki_Manual_-_Manage_Family_Trees#Converting_a_BSDDB_Family_Tree_to_SQlite|Converting a legacy [[Gramps_Glossary#bsddb|BSDDB ]] Family Tree ]] to [[Gramps_Glossary#sqlite|SQlite]]
* {{man button|Repair}} the selected existing Family tree, only available if Gramps detects an issue. <!-- link to section -->
* {{man button|Archive}} option is only present if [http://www.gnu.org/software/rcs/ GNU Revision Control System] (RCS) is installed.
* {{man button|Extract}} used with the {{man button|Archive}} button and the option is only present if [http://www.gnu.org/software/rcs/ GNU Revision Control System] (RCS) is installed.
* {{man button|Help}} - from opens the default browser window showing this sectionof the online manual.
* {{man button|Close Window}} - dismisses the {{man label|Family Tree}} manager windows
* {{man button|Load Family Tree}} the opens selected existing Family treeinto working memory and locks the database file so other users cannot commit conflicting edits.
{{-}}
{{man warn| Read Only Mode |If you do not have "write permissions" for the selected Family Tree, it will be opened in a Read Only mode. In this mode, the data may be viewed, but no changes will be made to the Family Tree. To indicate this mode, the title of the main window will be appended with {{man label|(Read Only)}} text.}}
 
The Tools menu will not be available.
== Saving changes to your Family Tree ==
In either case, you just type in the new name to have it take effect.
 
{{man note| Family Tree name Limitations |There are some characters that are not allowed within a Family Tree name. They will be automatically replaced with the underscore character "_".
 
The comma, double quote and vertical bar characters and these: "\:/<>][.+*?"
}}
== Backing up a Family Tree ==
The {{man label|Gramps XML Backup}} window will appear.
You can enter the path {{man label|Path:}} where the backup should be stored manually or using the {{man button|path selector }} buttonto bring up the {{man label|Select backup directory}} dialog.
You can enter a file {{man label|File:}} name manually or use the automatically generated file name.
You can either choose to ''Include'' or '''Exclude'''(default) the {{man label|Media:}}.
*''For advanced users:'' each database is stored in its own subdirectory under ~/.gramps. Although a manual backup can be made by backing up this directory, it is not recommended. It is strongly recommended that you please use a Gramps XML backup instead.
 
===Backup on exit===
In preferences {{man label|Family Tree}} tab, Gramps can be set to create a backup when Gramps exits. Note that this only creates a backup for the open family tree. If the tree is closed before exiting Gramps, no backup is created.
 
* [[Gramps_5.1_Wiki_Manual_-_Settings#Family_Tree|Settings Family Tree]]
 
===Automatic backup===
In preferences {{man label|Family Tree}} tab, Gramps can be set to create a backup every 15, 30 or 60 minutes.
See also:
* [[Gramps_5.1_Wiki_Manual_-_Settings#Family_Tree|Settings Family Tree]]
* [[Gramps_5.1_Wiki_Manual_-_Settings#Advanced_backup_filename_setting|Advanced backup filename setting]] - Where you can also define the naming pattern for the backup filename.
* [[Template:Backup_Omissions|Backup omissions]] - what is not included during a backup
== Archiving a Family Tree ==
== Unlocking a Family Tree ==
 
[[File:FamilyTreesManager-Dialog-ShowingLocked-Sample-50.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Family Trees (Manager) - Dialog - Showing Locked "Sample" Family Tree]]
Gramps is a single-user database application and identifies Tree database files as busy with a [[File:22x22-gramps-lock.png]]'lock' when in use. As Gramps opens a tree, it drops a <code>lock</code> file (which lists the username and domain) in the tree's subfolder in the <code>grampsdb</code> folder of the [[Gramps_5.1_Wiki_Manual_-_User_Directory|User Directory]]. Gramps refuses to let you (or anyone else) open that Tree at the same time. A second instance of Gramps will be able to open another family tree, but any tree that is already open will appear with the lock icon in the Status column of the Manage Family Trees dialog. Closing the tree in the first copy of Gramps deletes the lock file and will make the tree available to be opened in the second instance.
When Gramps opens a tree, it locks the tree, preventing If you or anyone else opening it at ''could'' open the same time. A second copy Family Tree in two instances of Gramps will be able to open another family treeat once, but the tree already open will appear with the lock icon, indicating you cannot open it. Closing the tree in the first copy of Gramps will make it available to is likely your data would be opened in damaged as the second copytwo overwrite each other's work.
If you could open the same Family Tree in two Gramps at once, it is likely your data would be damaged====See also:====* [[Gramps_5.1_Wiki_Manual_-_Command_Line#Force_unlock_option|Command Line:Force unlock option]]
See also:* [[Gramps_5.1_Wiki_Manual_-_Command_Line#Force_unlock_option|Command Line:Force unlock option]]{{-man warn|Be careful Breaking Locks!|Only do this if you are sure no other copy of Gramps is using the selected Family Tree.}}
=== Break the lock on the "Family Tree name" database? dialog ===
[[File:ErrorParsingArguments-dialog-DatabaseIsLocked-example-50.png|thumb|right|346px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}}Error parsing arguments - dialog - Database is locked example]]
In the unlikely event that Gramps crashes, the family tree will be left in a locked state (indicated by a [[File:22x22-gramps-lock.png]]lock icon in the {{man label|Status}} column next to the Family Tree name)
In the unlikely event that Gramps crashes, the family tree will be left in a locked state (indicated by a lock icon in the {{man label|Status}} colum next to the Family Trees name) To unlock the Family Tree{{-}}* If Gramps has been set to open a tree automatically on during startup, then you will see the 'Database is locked' dialogue. Click on the {{man button|Close}} button
* If the [[File:ErrorParsingArgumentsGramps_5.1_Wiki_Manual_-_Settings#Family_Tree|Family Tree Preferences]] have been set to open a tree automatically on startup, then you will see the '''Error parsing arguments''' dialog-DatabaseIsLocked-example-50which remarks that the '''Database is locked'''.pngClick on the {{man button|thumbClose}} button then choose {{man menu|right|450px|FigManage Family trees... }} from the {{#var:chapterman menu|Family Trees}}menu.* Otherwise, the {{#vardefineecho:figureman label|{{#expr:{{#var:figureFamily Tree Manager}}+1}}}} Database is locked - Error parsing arguments - dialog - example]]will appear automatically as Gramps starts.
{{-}}
* Otherwise [[File:Break-the -lock-on-the-database-Dialog-example-50.png|thumb|right|450px|Fig. {{man label#var:chapter}}.{{#vardefineecho:figure|Family Tree Manager{{#expr:{{#var:figure}}+1}}}} will appear. Break the lock on the "Sample" database? - Dialog - example ]]Choose the locked family tree and then click the {{man button|Load Family Tree}} button. The {{man label|'''Break the lock on the "'[Family Tree name]" ' database?}} ''' dialog will be shown.
[[File:Break-the-lock-on-Click the-database-Dialog-example-50.png|thumb|right|450px|Fig. {{#var:chapterman button|Break lock}}.button and the {{#vardefineecho:figureman label|{{#expr:{{#var:figure}}+1}}Family Trees (Manager)}} Break window should show that the lock on the "Sample" database? - Dialog - example ]]icon has gone.
{{-}}* {{man menu|Only do this if you are sure no other copy of Gramps is using the selected Family Tree.}} Click the {{man button|Break lock}} button and the {{man label|Family Trees (Manager)}} window should show that the lock icon has gone.* Choose the previously locked family tree and then click the {{man button|Load Family Tree}} button to continue your work.
{{-}}
{{-}}
== Converting a BSDDB Family Tree to SQlite SQLite ==
{{man warntip|From Gramps 5.1.x the default database is SQliteSQLite.|Before following the conversion advice in this section , take the time to [[Gramps_5.1_Wiki_Manual_-_Manage_Family_Trees#Backing_up_a_Family_Tree|backup your family trees]]}}
[[File:ManageFamilyTrees-Convert-the-database-dialog-example-51.png|right|450px|thumb|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} '''Convert the 'Family Tree Name' database?''' dialog with ''Family Trees (Manager)'' - Dialog shown in background]]
If you have an older legacy [[Gramps_Glossary#bsddb|BSDDB ]] format '''Database Type''' shown for any of your family tree's in the ''Family Trees (Manager)'' - Dialog, then selecting a family tree in the''Family Trees (Manager)'' - Dialog will shown show the {{man button|Convert}} button as available.
{{man menu|It is highly recommended that before doing the following you [[Gramps_5.1_Wiki_Manual_-_Manage_Family_Trees#Backing_up_a_Family_Tree|back up the family trees]] to be converted.}}
When ready select the {{man button|Convert}} button and the {{man label|Convert the 'Family Tree Name' database?}} dialog will be shown with the message '''Do you wish to convert this family tree into a SQlite SQLite database?''' you can select {{man button|Cancel}} to stop or {{man button|Convert}} to start the process, once completed the ''Family Trees (Manager)'' - Dialog will show a new entry for the converted copy of your Family tree but with the ''Database Type'' of SQliteSQLite, you should then open and backup the converted family tree.
You may then rename the original BSDDB family tree with the word '''OLD''' or you can Delete it to avoid confusion, then you can rename the new SQlite SQLite database.
{{stub}}
{{-}}
 
== Importing data ==
Importing allows you to transfer data from other genealogy programs into a Gramps Family Tree. Gramps can import data from the following formats:
* [[#Gramps_XML_and_XML_Package_import|Gramps XML]] (<code>.gramps</code> file extension)Gramps native data exchange format in uncompressed text and [https://wikipedia.org/wiki/Gzip gzip] compressed * [[#Gramps_XML_and_XML_Package_import|Gramps XML Package]] (<code>.gpkg</code> file extension)* Gramps [[#Gramps_CSV_import|Gramps CSV Spreadsheet]] - comma separated values (<code>https://wikipedia.csv<org/wiki/code> file extension).tar.gz .tar.gz] archive compressed backup format
* [[#GRAMPS_V2.x_database_import|GRAMPS V2.x database]] (<code>.grdb</code> file extension)
* [[#Gramps_CSV_import|CSV Spreadsheet]] - comma separated values (<code>.csv</code> file extension)* [[#GEDCOM_import|GEDCOM]] (<code>.ged</code> file extension)de facto standard file format for data interchange between genealogy programs
* GeneWeb (<code>.gw</code> file extension) - [https://en.wikipedia.org/wiki/GeneWeb GeneWeb] is genealogy software with a web interface.
* Pro-Gen (<code>.def</code> file extension) - [https://www.pro-gen.nl/gbhome.htm Pro-Gen] is has been very popular in the Netherlands and North-West Germany, . It is often used by people who started decades before today collecting data and storing; this in data as early as 1989. This was a DOS based program (which is still today, has been patched up to work with Win 10.* vCard (<code>.vcf</code> file extension) - [https://wikipedia.org/wiki/VCard Virtual Contact File] is a file format standard for electronic business cards.* JSON Import (<code>.json</code> file extension)- [https://www.json.org/ JavaScript Object Notation] is a lightweight data-interchange format. * SQLite Import (<code>.sql</code> file extension) - [https://www.sqlite.org/fileformat.html SQLite database format]
===Import Family Tree dialog===
{{man note|Note that data can only be imported into an existing a prepared Family Tree (database)|So, if migrating from another program, it is best necessary to start by creating first create a new ''empty '' Family Tree and then import before importing the unauthenticated data into it. Then Once the data is imported, clean up any corruptions or incompatibilities. <br />If the intent is to merge use the import for merging outside data into an existing Gramps Tree by importing, it is less risky complex to import data from a pre-cleaned and validated Tree already in Gramps format. <br />Importing is a risky task, always make a backup of your Tree before importing.}}
[[File:Importfamilytree-dialog-51.png|thumb|right|400px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Import Family Tree - dialog example]]
First create a [[Gramps_5.1_Wiki_Manual_-_Manage_Family_Trees#Starting_a_new_Family_Tree|new and empty Family Tree]]. Then select the menu {{man menu|Family Trees ->Import}} or use the [[Gramps_5.1_Wiki_Manual_-_Keybindings#2|keybinding]] {{Man key press|CTRL|I}} to import data or restore a previously saved Gramps Family Tree (from an older version of Gramps or the current version) the '''{{man label|Import Family Tree}}''' dialog will open, asking you to specify the file you wish to import. [[File:WarningUndoHistory_Import-dialog-51.png|thumb|left|182px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Import warning dialog]]As you attempt to import into a Family Tree that is '''''not empty''''', the {{man label|Undo history warning}} dialog will open. This reminds you make a backup before importing. Create a new Family Tree instead, unless you are knowingly attempting to merge data. Gramps uses a [https://developer.gnome.org/gtk3/stable/GtkFileChooser.html GTK File Chooser] for selecting the data file to be exported. The basic options for navigating to a file are familiar and obvious.  The default display option for the filepath is to show each folder level as clickable [https://en.wikipedia.org/wiki/Breadcrumb_navigation breadcrumb navigation]. The path can be typed in an editable text box by pressing the {{Man key press|CTRL|L}} keybinding. The file type extension will normally allow the {{man menu|Automatically detected}} option to expect a particular pattern of data to be converted to the native database format. You can override this by choosing a different '''{{man label|Select file type:}}''' options. The list of files may be filtered by changing from the {{man menu|All files}} option.
If you attempt When planning to use the import into an existing Family Tree repeatedly (for ongoing updates or including genealogy research), you can [https://gramps.discourse.group/t/need-help-doing-a-cross-os-linux-mac-verification/1068/5 customize the dialog] by adding buttons for bookmarked folder paths. Right-click on a folder name and choose {{man labelmenu|Undo history warningAdd to bookmarks}} dialog will open giving you from the opportunity to stop the import and create a new Family Tree, unless you are deliberately attempting to merge datapop-up menu.
{{man warn|Data loss with some formats |It is important to note that there is no direct one-to-one correspondence between all the features of Gramps and those of supported in the basic [[Gramps_Glossary#gedcom|GEDCOM ]] generic genealogy file format or data files of programs like GeneWeb or Pro-Gen. Therefore, unrecognized data chunks may be lost when importing from any of these formats data may be lost. Details of data that may be at greatest risk of being lost from GEDCOM is given [[#GEDCOM_import|outlined below]].}}
{{man note|Reorder {{man label[[Gramps_Glossary#event|Event}}s Events]] generated by other programs|Some programs from which you have imported data may not order the events by date as you expect. They will be in the order they were exported by the other program. Gramps provides help for reordering events according to your preference. See the [[Gramps_5.1_Wiki_Manual_-_Tools#Sort_Events|Sort Events]] tool.}}
=== GRAMPS V2.x database import ===
To move your Gramps data from version 2.x to version 5.1.x you must import the v2.x database into an earlier Gramps v3.0.x program and then either save the database and import it into Gramps 5.1.x, or export the database in [[XML]] format from the earlier Gramps version and import it into Gramps 5.1.x.
Please refer to the [[User_manualUser_manual_translations|User Manual]] for earlier versions of Gramps for instructions on the import of v2.x databases into Gramps v3.x.
{{-}}
==== Import Statistics dialog ====
{{stub}}
[[File:GEDCOM-ImportStatistics-dialog-50.png|right|200px|thumb|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Import Statistics - dialog]]
Shows details of the import statistics.
{{-}}
===== Reading the report =====
[[File:Source-Note-GEDCOMImportNote-example-50.png|right|450px|thumb|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} GEDCOM import note indicating omitted data attached to "Source>Note"(data from "GEDitCOM" - "GEDCOM 5.5 Torture Test Files")]]
Gramps uses a more advanced 'data model' than GEDCOM, therefore some data in GEDCOM cannot be imported into Gramps. (See [[Gramps and GEDCOM]].) The main exceptions are:
Gramps has no direct representation of this data, and hence all information there has to be stored in other objects. Depending on a [[Gramps_5.1_Wiki_Manual_-_Settings#General|General preferences]] setting, a 'default source' object may be created. If this is created, then much of the data is stored in that {{man label|Source}}, or in {{man label|Repositories}} attached to that source.
 
====== HEADer ======
HEADER:=
The PLAC FORM is stored internally and used to govern the interpretation of places (in accordance with the GEDCOM specification).
====== SUBmissioN ======
The SUBMISSION_RECORD (there should be only one, but this is not checked) is stored as a {{man label|Data}} item of the 'default source'
+1 RIN <AUTOMATED_RECORD_ID> {0:1}
====== SUBMitter ======SUBMITTER_RECORDs (there may be more than one) are stored as {{man label|Repository}} records attached to the 'default source' except as indicated in bold below. The SUBMITTER_RECORD that corresponds with the SUBM record in the HEADER is used to set the [[Gramps_5.1_Wiki_Manual_-_Tools#Edit_Database_Owner_Information|database owner]]and can be copied to the [[Gramps_5.1_Wiki_Manual_-_Settings#Researcher|Researcher Information]] tab if required.
SUBMITTER_RECORD:=
Gramps allows you to export a database into the common legacy {{man label|GEDCOM}} format.
 
{{man label|GEDCOM}} export has no [[Gramps_5.1_Wiki_Manual_-_Manage_Family_Trees#File_format_specific_export_options|file format specific export options]] but you can change the following:
 
* Make sure you add your {{man label|[[Gramps_5.1_Wiki_Manual_-_Settings#Researcher|Researcher]]}} information to create a valid GEDCOM file, this can be also be done with the {{man label|[[Gramps_5.1_Wiki_Manual_-_Tools#Edit_Database_Owner_Information|Edit Database Owner Information]]}} tool.
 
* In the [[Gramps_5.1_Wiki_Manual_-_Settings#General|General Gramps settings]] section of the General tab in preferences you can also choose to {{man label|Add default source on GEDCOM import}} and also {{man label|Add tag on import}} both can significantly slow down the importing of your data.
 
{{man note|If you have installed the third party addon [[GEDCOM Extensions]](.GED2)|it will have its own specific file format specific export options.}}
For more information on the GEDCOM format see: :
See [[Gramps and GEDCOM]] for details of data which is not exported when exporting to GEDCOM ({{man menu|Use Gramps XML for a full family tree export/backup}}).
 
{{man label|GEDCOM}} export has no [[Gramps_5.1_Wiki_Manual_-_Manage_Family_Trees#File_format_specific_export_options|file format specific export options]].
 
{{man note|If you have installed the third party addon [[GEDCOM Extensions]](.GED2)|it will have its own specific file format specific export options.}}
 
{{stub}}
{{-}}
To find out more about Web Family Tree and its format, visit
* <code>http:&#47;&#47;www.simonward.com/cgi-bin/page.pl?family/tree</code> - [https://wikipedia.org/wiki/Link_rot linkrot]. ''see'' [https://web.archive.org/web/20160316080343/http://www.simonward.com/cgi-bin/page.pl?family/tree2016 '''Internet Archive''' snapshot]
{{man label|Web Family Tree}} has no [[Gramps_5.1_Wiki_Manual_-_Manage_Family_Trees#File_format_specific_export_options|file format specific export options]]
{{-}}

Navigation menu