Thanks Trevor, I have yet to investigate everything that FH can do - I'm pretty new to it. I've been using Family Tree Maker for years, but I really don't like the newer versions. FH is a bit of a steep learning curve, but much more to my liking then the latest FTM. I already back up everything to numerous locations so that bit's sorted. Regards Lesley On 14/10/2015 15:22, Trevor Rix via wrote: > Store it within Family Historian. Link your digital images into Family > Historian to each of the people mentioned in each image. Make good use > of the icons in the diagrams so that you can see at a glance what images > you have linked to each person. Display an image that you wish to study > from within Family Historian. Property Box, Media tab, select an image, > click the green play button to view the image. > > For any notes or scraps of paper that are not yet digitised, digitise them. > > Make sure that you have lots of backups of your images/media, including > automatic backups to more that one service in the cloud. > > Trevor Rix > >> How do you keep track of and store all your information outside of FH? > > > ------------------------------- > To unsubscribe from the list, please send an email to FAMILY-HISTORIAN-USERS-request@rootsweb.com with the word 'unsubscribe' without the quotes in the subject and the body of the message >

Store it within Family Historian. Link your digital images into Family Historian to each of the people mentioned in each image. Make good use of the icons in the diagrams so that you can see at a glance what images you have linked to each person. Display an image that you wish to study from within Family Historian. Property Box, Media tab, select an image, click the green play button to view the image. For any notes or scraps of paper that are not yet digitised, digitise them. Make sure that you have lots of backups of your images/media, including automatic backups to more that one service in the cloud. Trevor Rix > How do you keep track of and store all your information outside of FH?

Many thanks Mike, I'll have a look at the forum. I'm so used to e-mailing for everything, I tend to forget about forums. I already have loads of digital images of photos, wills, census returns and BMD register entries, which at the moment are in either year or general family directories and usually appropriately named. It's those I need to sort out and put in more specific directories before linking to FH. I did start sorting out my hard copy files & putting everything for one family group together. I've never used Ancestral Sources, so I'll investigate that - it might save me a lot of filing! As for using digital media, I back-up to an external hard drive and the cloud regularly. I also have a second hard drive back-up which is kept in my car (just in case) and a set of DVD's at my daughter's house with written instructions on what's on there (again, just in case). I think the main problems arise when people don't keep transferring their data to the latest storage media before theirs becomes obsolete. It also helps to use archive grade media so that they will last a bit longer. Long term, digital records are far more likely to be retained. I can't see any of my family wanting to store dozens of lever arch files once I'm gone! Thanks again, Lesley On 14/10/2015 11:15, Beryl & Mike Tate via wrote: > Hi Lesley, > This topic comes up quite regularly in the FHUG Forums http://www.fhug.org.uk/ > > I would recommend that you DO connect your document images as Media linked to your Sources in FH. > That would provide an easy way to search and locate them. > > For new data, use Ancestral Sources to capture Census & BMD documents. > > You could keep all FH generated Reports in a sub-folder of the Project 'Public' folder, and organised into Family Group sub-folders. > It should be obvious which Family Group sub-folder to investigate for any Individual. > > Regards, Mike Tate > > -----Original Message----- > Subject: [FHU] Information storage/retention > > Hi All, > > This may seem like a silly question, but.... > > How do you keep track of and store all your information outside of FH? > > I currently have a lot (& I mean a LOT) of paperwork related to my family tree researching. Most, but not all of what I have in > paper form is now available electronically. Some of it I already have in electronic form, but just stored on the computer in > folders for that type of information (census years, BMD, MI's etc). > > I have everything I'm confident of entered in FH with sources. I don't have any media connected directly, nor have I finished > inputting what I have (census returns etc) for some of the distant branches. That's a work in progress. > > Has anyone any advice on the best way forward to reduce the amount of paper without risking losing the information. > > I'm quite keen to retain the digital records in some sort of sensible electronic form without resorting to printing everything off > and filing it in family groups. Would it be sensible to replicate what I have in the hard copy files electronically? I find it > quite easy to locate information in the files, as I have each family group under the same tab in chronological order. The divide > between groups comes on the marriage of a child. Everything after that for that child is under a new tab. I have family group > sheets with various margin markings indicating which branch that group links to & it works quite well. > > I was thinking I could replicate the structure of my paper filing system electronically and put the images in the corresponding > 'folders'. I would of course back everything up. Do you think that would be a logical way to proceed? That way, I can get rid of > much of my paperwork & just keep original documents & paid for hard copies. i would lso keep all my scribbled notes in hard copy. > > Any ideas greatly welcome! > > Regards > > Lesley > > > > ------------------------------- > To unsubscribe from the list, please send an email to FAMILY-HISTORIAN-USERS-request@rootsweb.com with the word 'unsubscribe' without the quotes in the subject and the body of the message > . >

Many thanks for the various pieces of advice that I have received on this issue. To Mike Tate, thanks for confirming about contacting 'cloozjoe'. I will certainly do that a little further down the line. To Jan Murphy and Mike James, thank you for telling me about your personal experiences of using the Clooz program. Most useful and you have given me some ideas for the future. I think that I will migrate first to FH v6 and then I will be able to see the improvements there, before deciding what to do next. Yes, I know that I can download an upgrade from the Calico Pie site, but I have come a cropper with upgrades before. If I buy a boxed program from an online retailer, I will be charged a hefty addition for p&p, whether openly or hidden within the price, and that can be avoided if I buy at a family history event. The West Surrey Open Day is on 31st October, so I don't have too long to wait. Best wishes, Marion Woolgar Bognor Regis, West Sussex

There are two issues here: Storage Media and File Formats. I think we agree that it is necessary to keep migrating backups onto currently supported Storage Media. It is still possible to read floppy disks by obtaining the necessary equipment or using specialist firms with the knowhow. It is also preferable to use public rather than proprietary File Formats. i.e. Use PDF or ODT rather than DOCX or DOC. Use JPEG or PNG rather than a proprietary image format. Use GEDCOM rather than a proprietary database format. Regards, Mike Tate -----Original Message----- Subject: RE: [FHU] Information storage/retention Thanks for this Mike, but these disks were unreadable before the cloud was available, and also the same photos can't be read from a USB drive either where I had them backed up. The USB stick is still working for newer photos. I think what I was trying to say was that, should you want your family history to be available to your grandchildren etc., do not rely totally on current technology, and err on the side of caution. Once upon a time people used floppy disks to store and to back up on. Even if they haven't degraded it would take a lot of effort to get the data back. How do we know now what our descendants will be using? Regards Shelagh -----Original Message----- Subject: Re: [FHU] Information storage/retention Shelagh, It may not be the photos, but the disk itself that has deteriorated, or is incompatible with your current optical drive. CD/DVD written by PC optical drives have a limited shelf-life, which can be even shorter if stored inappropriately. It is important to keep precious files in more than one backup medium, e.g. DVD and online in the cloud. Also check that representative samples of file types still work in new software before old software is unavailable. Specialists may be able to recover your early digital photos. Regards, Mike Tate -----Original Message----- Subject: RE: [FHU] Information storage/retention My only concern about storing all documents electronically is the onward march of technology. I have lost early digital photographs as, although they are there on the disc physically, none of my software will recognise and open them. This applies to more than one disc that I have early photos on. I'm not a fan of hard copies either, but retain everything for direct ancestors that cannot easily be replicated or recovered from on-line sources. The rest is, as Mike suggests, linked to FH as appropriate. Shelagh

Shelagh, It may not be the photos, but the disk itself that has deteriorated, or is incompatible with your current optical drive. CD/DVD written by PC optical drives have a limited shelf-life, which can be even shorter if stored inappropriately. It is important to keep precious files in more than one backup medium, e.g. DVD and online in the cloud. Also check that representative samples of file types still work in new software before old software is unavailable. Specialists may be able to recover your early digital photos. Regards, Mike Tate -----Original Message----- Subject: RE: [FHU] Information storage/retention My only concern about storing all documents electronically is the onward march of technology. I have lost early digital photographs as, although they are there on the disc physically, none of my software will recognise and open them. This applies to more than one disc that I have early photos on. I'm not a fan of hard copies either, but retain everything for direct ancestors that cannot easily be replicated or recovered from on-line sources. The rest is, as Mike suggests, linked to FH as appropriate. Shelagh

My only concern about storing all documents electronically is the onward march of technology. I have lost early digital photographs as, although they are there on the disc physically, none of my software will recognise and open them. This applies to more than one disc that I have early photos on. I'm not a fan of hard copies either, but retain everything for direct ancestors that cannot easily be replicated or recovered from on-line sources. The rest is, as Mike suggests, linked to FH as appropriate. Shelagh -----Original Message----- From: family-historian-users-bounces@rootsweb.com [mailto:family-historian-users-bounces@rootsweb.com] On Behalf Of Beryl & Mike Tate via Sent: 14 October 2015 11:15 To: family-historian-users@rootsweb.com Subject: Re: [FHU] Information storage/retention Hi Lesley, This topic comes up quite regularly in the FHUG Forums http://www.fhug.org.uk/ I would recommend that you DO connect your document images as Media linked to your Sources in FH. That would provide an easy way to search and locate them. For new data, use Ancestral Sources to capture Census & BMD documents. You could keep all FH generated Reports in a sub-folder of the Project 'Public' folder, and organised into Family Group sub-folders. It should be obvious which Family Group sub-folder to investigate for any Individual. Regards, Mike Tate -----Original Message----- Subject: [FHU] Information storage/retention Hi All, This may seem like a silly question, but.... How do you keep track of and store all your information outside of FH? I currently have a lot (& I mean a LOT) of paperwork related to my family tree researching. Most, but not all of what I have in paper form is now available electronically. Some of it I already have in electronic form, but just stored on the computer in folders for that type of information (census years, BMD, MI's etc). I have everything I'm confident of entered in FH with sources. I don't have any media connected directly, nor have I finished inputting what I have (census returns etc) for some of the distant branches. That's a work in progress. Has anyone any advice on the best way forward to reduce the amount of paper without risking losing the information. I'm quite keen to retain the digital records in some sort of sensible electronic form without resorting to printing everything off and filing it in family groups. Would it be sensible to replicate what I have in the hard copy files electronically? I find it quite easy to locate information in the files, as I have each family group under the same tab in chronological order. The divide between groups comes on the marriage of a child. Everything after that for that child is under a new tab. I have family group sheets with various margin markings indicating which branch that group links to & it works quite well. I was thinking I could replicate the structure of my paper filing system electronically and put the images in the corresponding 'folders'. I would of course back everything up. Do you think that would be a logical way to proceed? That way, I can get rid of much of my paperwork & just keep original documents & paid for hard copies. i would lso keep all my scribbled notes in hard copy. Any ideas greatly welcome! Regards Lesley ------------------------------- To unsubscribe from the list, please send an email to FAMILY-HISTORIAN-USERS-request@rootsweb.com with the word 'unsubscribe' without the quotes in the subject and the body of the message

Hi Lesley, This topic comes up quite regularly in the FHUG Forums http://www.fhug.org.uk/ I would recommend that you DO connect your document images as Media linked to your Sources in FH. That would provide an easy way to search and locate them. For new data, use Ancestral Sources to capture Census & BMD documents. You could keep all FH generated Reports in a sub-folder of the Project 'Public' folder, and organised into Family Group sub-folders. It should be obvious which Family Group sub-folder to investigate for any Individual. Regards, Mike Tate -----Original Message----- Subject: [FHU] Information storage/retention Hi All, This may seem like a silly question, but.... How do you keep track of and store all your information outside of FH? I currently have a lot (& I mean a LOT) of paperwork related to my family tree researching. Most, but not all of what I have in paper form is now available electronically. Some of it I already have in electronic form, but just stored on the computer in folders for that type of information (census years, BMD, MI's etc). I have everything I'm confident of entered in FH with sources. I don't have any media connected directly, nor have I finished inputting what I have (census returns etc) for some of the distant branches. That's a work in progress. Has anyone any advice on the best way forward to reduce the amount of paper without risking losing the information. I'm quite keen to retain the digital records in some sort of sensible electronic form without resorting to printing everything off and filing it in family groups. Would it be sensible to replicate what I have in the hard copy files electronically? I find it quite easy to locate information in the files, as I have each family group under the same tab in chronological order. The divide between groups comes on the marriage of a child. Everything after that for that child is under a new tab. I have family group sheets with various margin markings indicating which branch that group links to & it works quite well. I was thinking I could replicate the structure of my paper filing system electronically and put the images in the corresponding 'folders'. I would of course back everything up. Do you think that would be a logical way to proceed? That way, I can get rid of much of my paperwork & just keep original documents & paid for hard copies. i would lso keep all my scribbled notes in hard copy. Any ideas greatly welcome! Regards Lesley

Hi All, This may seem like a silly question, but.... How do you keep track of and store all your information outside of FH? I currently have a lot (& I mean a LOT) of paperwork related to my family tree researching. Most, but not all of what I have in paper form is now available electronically. Some of it I already have in electronic form, but just stored on the computer in folders for that type of information (census years, BMD, MI's etc). I have everything I'm confident of entered in FH with sources. I don't have any media connected directly, nor have I finished inputting what I have (census returns etc) for some of the distant branches. That's a work in progress. Has anyone any advice on the best way forward to reduce the amount of paper without risking losing the information. I'm quite keen to retain the digital records in some sort of sensible electronic form without resorting to printing everything off and filing it in family groups. Would it be sensible to replicate what I have in the hard copy files electronically? I find it quite easy to locate information in the files, as I have each family group under the same tab in chronological order. The divide between groups comes on the marriage of a child. Everything after that for that child is under a new tab. I have family group sheets with various margin markings indicating which branch that group links to & it works quite well. I was thinking I could replicate the structure of my paper filing system electronically and put the images in the corresponding 'folders'. I would of course back everything up. Do you think that would be a logical way to proceed? That way, I can get rid of much of my paperwork & just keep original documents & paid for hard copies. i would lso keep all my scribbled notes in hard copy. Any ideas greatly welcome! Regards Lesley

Marion, I have used Clooz since version 1 to keep track of documents and record the data they contain. The newly announced import from Clooz to Family Historian promises to add the same functionality which was previously available to users of Legacy Family Tree. Individuals may be linked between Clooz and FH, and when a document is entered into Clooz the data may be transferred to FH without further data entry being required. The comparison you make with Ancestral Sources is useful, but as far as I am aware the data import from Clooz to FH is available for all document types handled by Clooz. There is a document available on the Clooz website (www.clooz.com) which goes into some detail about exporting to other programs, including Family Historian. It is on the home page under the section titled "What features does Clooz 3.5 have?" I second Mike's advice to contact support@clooz.com as I have always found them very helpful. Regards Mike James (Just a satisfied customer of both Clooz and Family Historian)

Dear Marion, What I meant was that since 'cloozjoe' is a FHUG member, then if you post your question on FHUG Forums he may well pick it up, whereas he is unlikely to be monitoring this [FHU] Mailing List. Also you can ask for his help via support@clooz.com There is also a 'Clooz Mailing List' on Rootsweb just like this one for FH, so try asking there: http://lists.rootsweb.ancestry.com/index/other/Software/Clooz.html BTW: You can buy FH V6 online at any time directly from Calico Pie, and often cheaper than elsewhere. There are many details of the new FH V6 features online: http://www.family-historian.co.uk/features/whats-new-in-version-6 Regards, Mike Tate -----Original Message----- Subject: RE: [FHU] Clooze v3.5 Dear Mike, I'm sorry that I spelt the program incorrectly. I did see the two items on FHUG re Clooz, but both appear to have been written before this latest version, v 3.5, was released, so the information there isn't up-to-date. Clooz now appears to be claiming integration with Family Historian (FH). IF Clooz is now working on a similar basis to Ancestral Sources, then perhaps it won't be necessary to do any merging with FH, it will happen automatically. I am currently using Family Historian v. 5.0.11, but I plan to purchase an upgrade to v. 6 when I go to the next family history fair at the end of the month. In view of your comments about improved Drag & Drop etc in v. 6, I think that I will upgrade first before giving further consideration to Clooz. Best wishes, Marion Woolgar Bognor Regis, West Sussex

Dear Mike, I'm sorry that I spelt the program incorrectly. I did see the two items on FHUG re Clooz, but both appear to have been written before this latest version, v 3.5, was released, so the information there isn't up-to-date. Clooz now appears to be claiming integration with Family Historian (FH). IF Clooz is now working on a similar basis to Ancestral Sources, then perhaps it won't be necessary to do any merging with FH, it will happen automatically. I am currently using Family Historian v. 5.0.11, but I plan to purchase an upgrade to v. 6 when I go to the next family history fair at the end of the month. In view of your comments about improved Drag & Drop etc in v. 6, I think that I will upgrade first before giving further consideration to Clooz. Best wishes, Marion Woolgar Bognor Regis, West Sussex

I just got the notice from Clooz about the new functionality and updated my version of Clooz today, so I haven't had a chance to compare using Clooz with Family Historian vs. my usual data entry with Ancestral Sources. My plan is to use Clooz to store the data that I haven't put in my main Family Historian project yet because I haven't made a conclusion about it yet. I often have directory entries, electoral registers, newspaper notices, and other bits of information where it isn't clear from any one entry which person it belongs to. I'm hoping that Clooz can be my 'store and forward' place where it can be kept while I'm still in the middle of analysis. I've had Clooz for some time, but haven't really explored all the features yet. (I was putting things off because I didn't want to do double data entry.) However, I can say that cloozjoe is very responsive and willing to help users. I keep in touch via the Clooz mailing list here on RootsWeb and the Clooz community on Google+. Jan Murphy packrat74@gmail.com On Tue, Oct 13, 2015 at 2:54 PM, < family-historian-users-request@rootsweb.com> wrote: > > > Today's Topics: > > 3. Clooze v3.5 (Marion Woolgar) > > Message: 3 > Date: Tue, 13 Oct 2015 09:11:52 +0100 > From: "Marion Woolgar" <listmail008@btinternet.com> > Subject: [FHU] Clooze v3.5 > To: <family-historian-users@rootsweb.com> > Message-ID: <000801d1058e$d1770c30$74652490$@btinternet.com> > Content-Type: text/plain; charset="us-ascii" > > Has anyone had experience of using a program called Clooze v3.5 produced by > Ancestral Systems, LLC, please? This program appears to be able to link to > ancestral data in Family Historian (FH), amongst other programs, for the > purpose of extracting information from a range of documents and entering it > into FH, complete with source citations. > > I know that Ancestral Sources does the same job for census returns and > parish registers. However, this Clooze program appears to be able to do > the > same thing for a variety of other documents including wills, according to > page 119 of the Clooze User Manual. This is an attractive proposition at > the moment because I am currently working on a collection of over 200 > pre-1858 wills and entering all that data and images is proving to be very > time consuming indeed. I also have arrange of other documents that are > waiting to be loaded, so I would probably have a continuing use for the > program. There is a free 14-day trial, but after that you have to pay $40. > > There is more information at http://clooz.com/index.shtml and the user > manual can be downloaded from > http://cloozsetups.ancestralsystems.com/Clooz3Manual.pdf . > > Best wishes, > > Marion Woolgar > Bognor Regis, West Sussex > >

Hi Marion, First of all please spell the product name as "Clooz" (NOT "Clooze") otherwise searches will not find it. In the FHUG Forums there are several interesting threads found by a Search... for Clooz. Those include the following... Using Clooz with Family Historian (Legacy import): http://www.fhug.org.uk/forum/viewtopic.php?f=40&t=11895 Clooz: http://www.fhug.org.uk/forum/viewtopic.php?f=38&t=11052 'cloozjoe' is a FHUG member who "joined the FHUG in order to try and address issues and concerns about Clooz." I wonder if the effort involved in first entering data into Clooz, and then having to Merge it with FH, is any less effort than entering directly into FH? Are you using all the shortcut features of FH such as Copy & Paste, Drag & Drop, and Automatic Source Citation that are much improved in FH V6? Regards, Mike Tate -----Original Message----- Subject: [FHU] Clooze v3.5 Has anyone had experience of using a program called Clooze v3.5 produced by Ancestral Systems, LLC, please? This program appears to be able to link to ancestral data in Family Historian (FH), amongst other programs, for the purpose of extracting information from a range of documents and entering it into FH, complete with source citations. I know that Ancestral Sources does the same job for census returns and parish registers. However, this Clooze program appears to be able to do the same thing for a variety of other documents including wills, according to page 119 of the Clooze User Manual. This is an attractive proposition at the moment because I am currently working on a collection of over 200 pre-1858 wills and entering all that data and images is proving to be very time consuming indeed. I also have arrange of other documents that are waiting to be loaded, so I would probably have a continuing use for the program. There is a free 14-day trial, but after that you have to pay $40. There is more information at http://clooz.com/index.shtml and the user manual can be downloaded from http://cloozsetups.ancestralsystems.com/Clooz3Manual.pdf . Best wishes, Marion Woolgar Bognor Regis, West Sussex

See the FHUG Knowledge Base > FH > Customise or Print Record Window Columns: http://www.fhug.org.uk/wiki/doku.php?id=how_to:customising_record_window_columns That creates a Custom Query in which you can omit columns not required. Regards, Mike Tate -----Original Message----- Subject: [FHU] Print out Hi, can you tell me is there a way to print just the individual list without all the detail attached to individuals

Has anyone had experience of using a program called Clooze v3.5 produced by Ancestral Systems, LLC, please? This program appears to be able to link to ancestral data in Family Historian (FH), amongst other programs, for the purpose of extracting information from a range of documents and entering it into FH, complete with source citations. I know that Ancestral Sources does the same job for census returns and parish registers. However, this Clooze program appears to be able to do the same thing for a variety of other documents including wills, according to page 119 of the Clooze User Manual. This is an attractive proposition at the moment because I am currently working on a collection of over 200 pre-1858 wills and entering all that data and images is proving to be very time consuming indeed. I also have arrange of other documents that are waiting to be loaded, so I would probably have a continuing use for the program. There is a free 14-day trial, but after that you have to pay $40. There is more information at http://clooz.com/index.shtml and the user manual can be downloaded from http://cloozsetups.ancestralsystems.com/Clooz3Manual.pdf . Best wishes, Marion Woolgar Bognor Regis, West Sussex

On 13 October 2015 at 08:52, Barry Lawson via < family-historian-users@rootsweb.com> wrote: > can you tell me is there a way to print just the individual list without > all the detail attached to individuals > Publish>Publishing Tool Finder then select Lists of Individuals then All Individuals. You can also access the same query via the View>Standard Queries>All Individuals -- Jane. Jane Taubman | www.rjt.org.uk | www.taubman.org.uk |www.fhug.org.uk

Hi, can you tell me is there a way to print just the individual list without all the detail attached to individuals Sent from my iPad

Hi, Is there an easy way to change all citations from source A to be citations of source B or have I got to do them all individually ? Thanks Chris

On 12 October 2015 at 08:40, Chris Wake via < family-historian-users@rootsweb.com> wrote: > Is there an easy way to change all citations from source A to be > citations of source B or have I got to do them all individually ? > Probably the simplest way is to use the Merge record option to merge source A and B together. -- Jane. Jane Taubman | www.rjt.org.uk | www.taubman.org.uk |www.fhug.org.uk