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Gramps 5.1 Wiki Manual - Settings

5,654 bytes added, 17:12, 3 September 2021
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Family Tree: Eliminate the overly abbreviated Tool Tips with the distracting formatting
{{man index|Gramps 5.1 Wiki Manual - Tools|Gramps 5.1 Wiki Manual - Filters|5.1}}
{{languages|Gramps_5.1_Wiki_Manual_-_Settings}}
{{#vardefine:chapter|1315}}
{{#vardefine:figure|0}}
This section deals with various settings you can manage within Gramps.
==== General Gramps settings ====
*[ ]{{man label|Add default source on GEDCOM import}}: This checkbox option affects the importing of [[Gramps_5.1_Wiki_Manual_-_Manage_Family_Trees#GEDCOM_import|GEDCOM data]]. If this is set, each item that is imported will contain a [[Gramps_Glossary#source|Source]] reference to the imported file. '''Note - Adding a default source can significantly slow down the importing of your GEDCOM data.'''
*[ ]{{man label|Add tag on import}}: Checkbox (Default: <code>Imported %Y/%m/%d %H:%M:%S</code> ) '''Note - Adding a [[Gramps_Glossary#tag|Tag]] on import can significantly slow down the importing of your data.'''{{man tooltip|Specified tag will be added on import. Clear to set default value.}}
*[ ]{{man label|Enable spelling checker}}: This checkbox option controls the enabling and disabling of the spelling checker for notes. The '''gtkspell''' package must be loaded for this to have an effect.
*{{checkbox|0}}{{man label|Display Tip of the Day}}: This checkbox option controls the enabling and disabling of the {{man label|[[Gramps_5.1_Wiki_Manual_-_Settings#Tip_of_the_Day_dialog|Tip of the Day]]}} dialog at startup.{{man tooltip|Show useful information about using Gramps on startup.}}*{{checkbox|0}}{{man label|Remember last view displayed}}: This checkbox option controls the enabling and disabling of the the display of the last [[Gramps_Glossary#view|View]]. Enabling will bring you to the view where you stopped the program the last time.{{man tooltip|Remember last view displayed and open it next time.}}
*{{man label|Max generations for relationships:}} You can enter the number of generations used to determine relationships. The default value is '''<code>15</code>'''.
*{{man label|Base path for relative media paths:}} Here you can fill in a base path for the media objects. Selecting the {{man button|Directory}} button gives you a {{man label|Select media directory}} editor where you can fill in the required path.
======Available Gramps Updates for Addons======
[[File:AvailableGrampsUpdatesforAddons-example-listing-5051.png|Right|thumb|550px|"Available Gramps Updates for Addons" window showing example listing output for Gramps 5.1]]
The {{man label|Available Gramps Updates for Addons}} window you will be shown a list broken down by '''Type''' that you can view by selecting the "Select" column expand out each "Type".
=== Family Tree ===
[[File:EditPreferences-FamilyTree-tab-example-51.png|right|thumb|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Menu: {{man menu|Edit>Preferences...}} - "Family Tree" - tab - example - Ubuntu defaults]]
This tab contains preferences relevant to the '''Family Tree Database settings and Backup management'''.
*{{man label|Database backend:}} -
** ''[[Gramps_Glossary#bsddb|BSDDB]]'' - Legacy Database backend. Superseded in the Gramps 5.1 version.** '''[[Gramps_Glossary#sqlite|SQLite]]''' (''default'') - the [[DB-API Database Backend]]** ... If installed other database backends addons are installed, they will be listed egadded to the list <abbr title="exempli gratia - Latin phrase meaning 'for example'">e.g.</abbr>: [[PostgreSQL ]] backend
*{{man label|Host:}} - Server address or other computer IP address for the location of the database.
*{{man label|Port:}} - Port number to access the Host database
*{{man label|Family Tree Database path:}} The default path where the Databases are stored is '''home directory<code>/.gramps/grampsdb</code>'''. Unless you absolutely want have a definite reason to change this, stay with the default path. This path will be located in within the relevant Operating Systems [[Gramps_5.1_Wiki_Manual_-_User_Directory|User Directory]]of the local machine's Operating Systems.<br />The default path where the Databases are stored is::: <code>/home/</code><small>'''''<username>'''''</small><code>/.gramps/grampsdb</code>''' <small>(Linux and macOS)</small>:: <code>C:\Users\</code><small>'''''<~username>'''''</small><code>\AppData\Roaming\gramps\grampsdb</code>''' <small>(Windows)</small> *{{checkbox|0}}{{man label|Automatically load last family tree}}: This Selecting this checkbox option controls the enabling and disabling of the loading on start up of causes the last used databaseto load upon start. It bypasses the '''Manage Family Trees''' dialog.*{{man label|Backup path:}} - Location in which to save your Gramps backup archive files to.*{{checkbox|1}}{{man label|Backup on exit}} - Selecting this option will Backup Your family tree on upon choosing to exit Gramps. The file be saved to the Backup path specified above. The filename of the backup will match the Family Tree appended with a date and time.*{{man label|Autobackup:}} - timer interval for triggering full backups during Gramps editing sessions.** '''Never''' (''default'')** ''Every 15 minutes''** ''Every 30 minutes''** ''Every hour''
{{-}}
See also:
* [[Gramps_5.1_Wiki_Manual_-_Manage_Family_Trees#Backing_up_a_Family_Tree|Backing up a family tree]] - more information on backups
* [[Template:Backup_Omissions|Backup omissions]] - what is not included during a backup
* Addon [[PostgreSQL]] - this adds support for PostgreSQL databases.
=== Display ===
{{stub}}<!-- update image as places tab removed and moved here -->
[[File:EditPreferences-Display-tab-default-51.png|right|thumb|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Menu: "Edit>Preferences..." - "Display" - tab - defaults]]
This The {{man label|Display}} tab contains preferences relevant to the display of data and names, '''Appearance and format settings'''. Options are:
*{{man label|Name format:}} This option controls the display of names in the current database (the setting is saved in the database and is not system wide). In Gramps there are two type of name display formats: the predefined formats, and the user defined custom formats. Several different predefined name formats are available: Given - Prefix Patronymic, Suffix Given - Prefix Surname, Given Patronymic Suffix etc.
*{{man label|Date format:}} This option controls the display of dates. It is a global setting, requiring a restart of Gramps to take effect, and applies to the display of dates in all databases loaded within Gramps until such time as the date display format is changed again. Several different formats are available, which may be dependent on your locale. {{man menu|Please note once changed it is necessary to restart Gramps to view the new date display format}}
** '''YYYY-MM-DD (ISO)''' (Default)- Example 2020-09-30 - Displays the date using the international standard [https://wikipedia.org/wiki/ISO_8601 ISO 8601 Data elements and interchange formats – Information interchange] particularly useful when sharing data between countries with different conventions for writing numeric dates and times.
** Numerical
** Month Day, Year
** DAY MON YEAR
*{{man label|Place format(auto place title):}} This option controls the display of places.{{man tooltip|Enables automatic place title generation using specified format.}}
** '''Full''' (Default)
*** Selecting the {{man button|Edit...}} button will show the {{man label|[[Gramps_5.1_Wiki_Manual_-_Settings#Place_Format_Editor|Place format editor]]}}
** Years, Months
** Years, Months, Days
{{man warn|Reported Bug in version 5.1.1 Fixed in version 5.1.2|Changes made in the "Age Display Precision" in the Preferences Display tab cannot be saved in this version of Gramps. <br><br>A manual workaround is detailed in the Bug Report.<br>''See'' bug report {{Bug|11384}}.}}
*{{man label|Calendar on reports:}} '''Gregorian'''(default). This option controls the display of calendar on reports, tools, gramplets, views. Several different calendars are available (see [[Gramps_5.1_Wiki_Manual_-_Entering_and_Editing_Data:_Detailed_-_part_1#Editing_dates|Date Edition]]). Two dates with two different calendars will not properly display timeline or period, (e.g. Using the Gregorian calendar as the default displayed calendar, users will have a better coherency for displaying dates on period).
*<span id="surname guessing">{{man label|Surname Guessing:}} <span> This option affects the initial family name of a child when he/she is added to the database. The default {{man label|Father's surname}} will use the family name of the father. Selecting {{man label|None}} means that no surname guessing will be attempted. Selecting {{man label|Combination of mother's and father's surname}} will use the father's name followed by the mother's name. Finally, {{man label|Icelandic style}} will use the father's given name followed by the "sson" suffix (e.g. the son of Edwin will be guessed as Edwin''sson'').
{{man tip|1=Tip |2=The {{man label|Surname Guessing:}} option only affects the initial family name guessed by Gramps when the {{man label|Edit Person}} dialog is launched.
*{{man label|Status bar:}} This option controls the information displayed in the status bar. This can be either the '''Active person's name and ID'''(default) or '''Relationship to home person'''.
*{{checkbox|1}}{{man label|Show text label beside Navigator buttons (requires restart)}} ''checked'' (default) This checkbox controls whether or not a text description is displayed next to the icon in the [[Gramps_5.1_Wiki_Manual_-_Main_Window#Navigator|Navigator]] in the [[Gramps_5.1_Wiki_Manual_-_Main_Window#Main_Window|Main Window]]. This option takes effect after the program has been restarted.{{man tooltip|Show or hide text beside Navigator buttons (People, Families, Events...). Requires Gramps restart to apply.}}
*{{checkbox|0}}{{man label|Show close button in gramplet bar tabs}} ''unchecked''(default){{man tooltip|Show close button to simplify removing gramplets from bars.}}
====Display Name Editor====
[[File:EditPreferences-Display-tab-DisplayNameEditor-dialog-example-50.png|right|thumb|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Display Name Editor - dialog (example) from Menu: "Edit>Preferences..." - "Display" - tab]]
 
The following keywords are replaced with the appropriate name parts:
* <b>Given</b> - given name (first name)
{{man menu|UPPERCASE versions of these keywords forces uppercase to be displayed.}} Extra parentheses, commas are removed. Other text appears literally.
[[File:NameEditor-format_reference_example-51.png|right|thumb|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Display Name Editor - reference person]] '''Example: '''Dr. Edwin Jose von der Smith and Weston Wilson Sr ("Ed"“Ed”) - Underhills''<br><i>Edwin Jose</i> is given name'': Given, <i>''von der</i> is the prefix'': Prefix, <i>''Smith</i> '' and <i>''Weston</i> surnames'': Primary,<br><i>''and'': </i> abbr title="a connector, <i">Wilson[con]</iabbr> patronymic surname, <i>''Wilson'': Patronymic,''Dr.</i> title'': Title, <i>''Sr</i> suffix'': Suffix, <i>''Ed'': Nickname, ''Underhills'' </i> abbr title="family nick name,<br"><i>UnderhillsFamilynick</iabbr> family nick name, Jose <iabbr title="called (preferred given name)">Josecall</iabbr> callname. All the fields in the Example except the Family Nickname can be added in the standard Person Editor dialog. Double-click the Preferred name in Names tab of the Person Editor to access additional fields including: the Family Nick Name, Grouping controls, exception Sorting & Display controls, Date range controls for using a particular name.
{{-}}
**** For example: &lt;u&gt;&lt;b&gt;%s&lt;/b&gt;&lt;/u&gt; will display <u><b>Underlined bold date</b></u>.
*{{man label|Date about range:}} Default: <code>50</code>
** Defines the number of years +/- of the event date "<code>about <date></code>" that the event will return as valid for a filter.
** Used in the calculation of the person's age.
*{{man label|Date after range:}} Default: <code>50</code>
** Defines the number of years after the event date "<code>after <date></code>" that the event will return as valid for a filter.
** Used in the calculation of the person's age.
*{{man label|Date before range:}} Default: <code>50</code>
** Defines the number of years before the event date "<code>before <date></code>" that the event will return as valid for a filter.
** Used in the calculation of the person's age.
*{{man label|Maximum age probably alive:}} Default: <code>110</code>
** Absent a Death event, the age by which Gramps will consider the person is no longer alive.
*{{man label|Maximum sibling age difference:}} Default: <code>20</code>
*{{man label|Minimum years between generations:}} Default: <code>13</code>
* [[Gramps 5.1 Wiki Manual - Probably Alive]]
* [[Gramps_5.1_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_1#Editing_dates|Editing dates]]
* Setting the [[Match_dates#Changing_after.2Fbefore.2Fabout_range|date approximation .ini]] manually
{{-}}
=== Researcher ===
{{man tip|Researcher Information|This contact information is independent of the family trees you create.<br /><br />Most exports and reports will be filtered to protect the privacy of living people of the Tree... including yourself. This information feeds into the authoring and citation features of any publication (or archival) options.}}
[[File:EditPreferences-Researcher-tab-default-51.png|right|thumb|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Menu: "Edit>Preferences..." - "Researcher" - tab - defaults]]
Allows you to {{man label|Enter your information so people can contact you when you distribute your Family Tree}} in the corresponding text entry fields. Although Gramps requests information about you, this information is used only so that Gramps can create valid GEDCOM output files. A valid GEDCOM file requires information about the file's creator. If you choose, you may leave the information empty, however none of your exported GEDCOM files will be valid.
The available text entry fields are (all blank by default all fields are blank):
*{{man label|Name:}}
*{{man label|Address:}}
{{man tip|1=Column Editor|2=The {{man label|Column Editor}} is available and works in the same way for all list views. Specifically, it is available for People View, Family View (children list). Sources View, Citations View, Places View, Media View, Repositories View and the Notes View.}}
[[File:ConfigureView_51winConfigureTheActiveView-icon-on-toolbar-51.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Selecting the {{man button|Configure View...}} button]]
[[File:ColumnEditor-dialog-example-50.png|right|thumb|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Column Editor - Dialog - People example]]
[[File:Menubar-FamilyTrees-overview-example-50.png|thumb|right|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Menubar - "Family Trees" - overview example showing "Export View" menu entry]]
On most [[Gramps_5.1_Wiki_Manual_-_Categories#Categories_of_the_Navigator|Category List Views]], displayed data maybe be exported, choose via the {{man menu|Family Trees ->Export View...}} [[Gramps_5.1_Wiki_Manual_-_Navigation#Main_Menus|menu]] command.
This Menu command only appears if the displayed data can be exported. Gramps will export data on screen according your choice: '''CSV''' or '''Open Document''' spreadsheet format.
Note that the current configuration of the View's columns will control what data will be exported and . The export will contain only the displayed column data (in the same order of exported columns) and be limited to records matching any [[Gramps_5.1_Wiki_Manual_-_Filters|filters]] you have applied.
{{-}}
====Export View as Spreadsheet dialog====
*{{man label|Paragraph options}} : Here you set the {{man label|Alignment}}, the {{man label|Background color}}, {{man label|Indentation}}, {{man label|Spacing}} and {{man label|Borders}} of your style.
{{-}}
===Context menu===
Used in various places in Gramps; how you access the context menu is dependent on your operating systems:
* On Microsoft windows, you generally use the right button of your mouse to show the context menu or use the keyboard shortcut {{man button|Shift}}+{{man button|F10}}. see [https://docs.microsoft.com/en-us/previous-versions/windows/desktop/mpc/using-context-menus Using Context Menus - Microsoft Docs]
* On Apple macOS, you generally press {{man button|Ctrl}} while clicking the button of your mouse to show the context menu. see: [https://developer.apple.com/design/human-interface-guidelines/macos/menus/contextual-menus/ Contextual Menus - Menus - macOS - Human Interface Guidelines - Apple Developer]
 
See also:
* [[Gramps 5.1 Wiki Manual - Keybindings|Keybindings]]
== Customizing ==
=== Language ===
Gramps has been translated into a number of [[Portal:Translators|languages]]. Usually Gramps automatically starts in your local language, as chosen for other applications, but sometimes this may not be right for you. And in other cases, a module or addon will not yet have been translated and a warning dialog will appear saying something like &ldquo;Warning: plugin XYZ has no translation for any of your configured languages, using US English instead&rdquo;. (Note that the US dialect of English is the default rather than British.) This can become annoying or intrusive.  The most idealistic situation is that you are as facile in US English as the language selected for the operating system GUI on your computer. And that you would take the opportunity to translate that Gramps feature for users who are non-English speakers.  If your system is configured to show a language other then English, you can override this for Gramps.  As an example, assume that a computer in the Netherlands is configured to default to Unicode 8 Dutch: "LANG: nl_NL.UTF-8". You could either reset the OS language  In Windows, use the SET command to rest the LAN env variable to "en_GB.UTF-8" for British English. You can do this from the command line interface or [https://gramps-project.org/bugs/view.php?id=11009 create a startup shortcut with the following Target]:<code>C:\Windows\System32\cmd.exe /c "SET LANG=en_GB.UTF-8 && START /D ^"C:\Program Files\GrampsAIO64-5.1.3^" gramps.exe"</code>
{{stub}} '''{{man warn|tbd|Describe for each main platform how the normal language is determined and how the user can [[Howto:Change_the_language_of_reports#Run_Gramps_in_a_different_language|choose a different language]].'''}}
* [[Customize_the_Genealogical_Symbols_lookup_table#Genealogy_symbols_preferences]]
====Theme====
The look of Gramps can be changed.
* [[Addon:Themes]]
* [[Windows_AIO_themes]]
* [[GEPS_029:_GTK3-GObject_introspection_Conversion#GTK_3_theme|GTK 3 theme - GEPS 029: GTK3-GObject introspection Conversion]]
* [[GrampsAIO-cxfreeze-based]]
* [[Addon:Themes]]
* [[Overrule_Gramps_Icons]] - for older Gramps versions.
* [[UI style]]
Some reports can also be changed:
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