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Clooz 3 User Manual - Clooz™ 3 Setup

1. Figure 54 Synchronization Transfer Tool The next step is to select the identification fields to be used in matching records in the reference file to those in the target file Be sure to double check your designations of the Reference and Target files When there are multiple options open up the drop down box to select the appropriate field In the preceding figure the Reference File options are grayed out since the RIN field is the only possible selection for a The Master Genealogist database However that does not necessarily mean the target file must also be the RIN field The field selection for the target file needs to say where the RIN values from the reference file ended up in the target file If a GEDCOM file was exported from The Master Genealogist with the option set to include the ID numbers and then imported into a new blank Legacy file the RINs will continue to appear as RINs However if The Master Genealogist data was directly imported into RootsMagic GEDCOM was not used the original RINs will now appear as reference numbers in RootsMagic so the User Reference Number would be the appropriate field to select Itis beyond the scope of this document to thoroughly describe how each of these various programs work It is up to you to read their documentation on importing and exporting data to gain a firm understanding of how the data are handled 56 e People and Businesses Clooz 3 User Manual Select the identification fie
2. Figure 123 GEDCOM Import Sourcing RootsMagic RootsMagic will then complete the import operation If there were any individuals sources or repositories contained in the imported GEDCOM that already were in the RootsMagic database Clooz 3 User Manual Exporting to Other Programs e 113 duplication of records will result To correct this situation use the RootsMagic Automatic Merge capability found in the Tools menu Clooz includes special identification values used by RootsMagic in GEDCOM file for individuals already linked to RootsMagic to ensure the Automatic Merge capability assigns them to the right people Variations in event information for these people will not disrupt that assignment orts Tools Internet Window Help pe Mee TRM Problem Search gt Duplicate Search Merge tedmata Count Trees amp Manual Merge DataClean View Not Duplicates List i b miss i ABE Snell Check F7 ER TNS I Marante N w l Figure 124 RootsMagic Tools Menu Automatic Merges Select the types of automatic merge s you want RootsMagic to perform SmartMerge This will analyze records in your file based on names dates places parent s names and information and spouse information When it finds records that it is positive are duplicates it will automatically merge them for you ShareMerge If you send a GEDCOM from your RootsMagic database to another RootsMagic user they can import and make changes or additions to t
3. Given Name Other Surnames Earth Mae Sim circ Mary B Descer larmer 1E lan Figure 18 Grid Column Resizing You can customize the column sizes position order and sort order for the data for the grid associated with each of the data categories These settings are saved automatically when you exit Clooz and can only be reset to the initial default position by using the Reset Grid Layout Settings button in the Options window Edit Menu You can change the size of the columns by hovering the cursor between the column header labels until a cursor appears with arrow points on both ends of a horizontal line Clicking and dragging at that point will change the width of the columns The small triangles on the right side of some of the column headers indicate which columns are controlling the sort order and whether to order is ascending upward pointing or descending downward pointing Most sorting is done in alphabetic order currently English alphabet only However when you sort by the dates columns Clooz will now attempt to interpret the dates entered by the user to place the rows in correct chronological order Unrecognized dates will sort ahead of dates it can interpret You can change the sort order for the grid by just clicking on the column header you want to sort by To reverse the order click a second time on the same header If you want to sort by multiple columns such as by Surname and then by Given Name click on the colu
4. data Then repeat the entire Clooz export It all depends on which set of data the recent Family Historian changes or repeating the Clooz export involves the most work Clooz 3 User Manual Exporting to Other Programs e 121 Program Options In the Edit Menu there is a menu item to display the Clooz Options window The Options window allows you to control a number of ways Clooz performs certain actions The window contains a set of tabs relating to different categories of options Startup and Exit Options Startup Exit Importing Media Updates Sources Documents Censuses Open DataBase Main Screen at Startup Use Previous Database When Application Launches Grd Display J Select Database When Application Launches _ Tree Display Max number of most recently used files 4 k r User Name Use Previous User When Clooz Launches Enter Current User When Clooz Launches Current user Richard Thomas p Cloor Exit Compact Database on Exit Alert for compaction failures _ Archive Database on Exit Append date to filename
5. repository referenced by a source source window ne Tf you converted your database from Clooz 1 x your repositories will iage be in the list here but you might want to check each one because only the repository name was converted not an address or other location Sources y information Research Log When you click on the Reports category the Reports screen will open p y You can also see the Reports screen by clicking on Reports from the menu bar on top Reposiones Finally the External File Links category displays a list of other files Reports from which you have imported data Selecting a database name in the list will reopen the Data Transfer Manager with that file External File Links y Figure 14 Explorer Bar 14 e Clooz Features Clooz 3 User Manual Menu Bar Clooz has a menu bar along the top of the screen providing access to many of the program s features If an item on a menu is greyed out it 1s not available to you in the screen you are in currently Most Clooz functions are only enabled when a database is open File Edit Clooz Reports Help New Database Open Database Close Database Import Merge Databases Archive Database Restore Database Maintenance ef l t 3 Compact Database C Users Richardi Documents Clooz Data sample cdb C Users Richard Documents Clooz Data Rosnagelz cdb i CA Usersi Richardi Documents Clooz Data Thomas Project cdb
6. Clooz 3 User Manual Ancestral Systems LLC Ane et s ery N AA t r Copyright 2012 by Ancestral Systems LLC Copyright 2015 Ancestral Systems LLC All Rights Reserved Notice of Liability The information in this manual is distributed on an As Is basis without warranty Ancestral Systems LLC shall not have any liability to a Clooz user or any other person or entity with respect to any liability loss or damage caused or alleged to be caused directly or indirectly by the information contained herein Trademarks Clooz is a trademark of Ancestral Systems LLC Legacy Family Tree is a trademark of Millennia Corp RootsMagic is a trademark of RootsMagic Inc The Master Genealogist if a trademark of Wholly Genes Inc GenBridge is a trademark of Wholly Genes Inc Family Tree Maker is a trademark of Ancestry com Contents Welcome to Clooz 1 ClOOZ O MIME RESOUTCES asic cc setae toned ooarei a a 2 The Clooz approach 3 What s new in version 3 COMPOSE MIC W cerio a a a 4 Improved data import and export capabilities nneesssooeeessssssssseeersssssssseeeree 5 Export Documents to Other Programs sesssseeeeessssssssseeeresssssssseeerssssssseeeeees 6 New document templates and reports sesesssesoeeeessssssesoeersssssssssereessssssseeeeeeo 7 Better handling of digital files and URLS cc cccesseeseeeeeeeeeeaaeeesseeeeeees 7 Improved tools for identifying and locating peop
7. Location Description Participants Detail I Ousterhout Travers E Private Media MIO0008 jpa I Caption e Description Data Values Travers E Ousterhout Abt Apr 1885 Apr 1886 Michigan 1 Principal E 1 file is attached to the document D Rosnagel Genealogy Census MIOOOOE jpg Travers Ousterout family in 1930 Census Travers E Ousterhout Figure 108 Media Attached to Events Source Tab In Clooz there is only one source per document This source assuming you are following best practices and have entered one is contained on this page for editing Document Michigan Sagi qq qA A A A Export File C Users Richard Documents Clooz Beta Data Test103 75 fdb 1930 US Census St Charles St Charles Saginaw Michigan US MI00008 Data Values 1930 U 5 Federal Census naw County 1930 Federal Census U S Census Bureau U S5 Federal Census Collection series T626 roll part 1023 Washington DC US Natio This is a test comment File Cabinet Census United States Michigan No files were attached to the document Figure 109 Source Tab 104 e Exporting to Other Programs Clooz 3 User Manual The checkbox labeled Cite this source controls whether this source will be cited in the events that are being created in your external database If this source in Clooz has already been linked to an equivalent external entry an additional set of buttons will appear as seen i
8. As with other imports of GEDCOM files you will need to merge any duplicate individuals using the TMG tools for that purpose FamilyTreeMaker Clooz is not authorized to read or write information directly from the FamilyTreeMaker database files Therefore you will first need to export a GEDCOM file from FamilyTreeMaker that will serve as a snapshot of the FamilyTreeMaker database You can update that snapshot at any time by performing a new export from FamilyTreeMaker to the same filename and location Clooz will produce GEDCOM files designed to work with FamilyTreeMaker when a GEDCOM file produced by FamilyTreeMaker in the Clooz External File Links list has be set as the Primary external file If a GEDCOM file produced by any program other than FamilyTreeMaker is selected as the Primary external file Clooz will export the data to a more generic GEDCOM format Immediately after clicking the Export button on the Document Export form or Data Transfer Manager form you must first select the name of the GEDCOM file which will be created to contain the exported information Libraries Documents Documents Clooz Data Organize v New folder ww Favorites Name E Desktop J CloozExportTest cdb 3 Dropbox RMExportTest4 rmgc Recent places RMExportTest3 rmgc d Creative Cloud Files a CloozExportTest Ildb ig Downloads iCloud Photos iCloud Drive GM Necltan Save as type a Hide Folders Cancel Figure
9. Figure 135 Startup and Exit Options The Open Database option allows you to have the previous database open automatically every time you start Clooz or you have the choice to always pick a database when Clooz starts You can set the maximum number of most recently used files to any number from 0 to 10 Clooz maintains a record of who makes changes to data and when they make the changes This information appears at the very bottom of document forms The User Name is the name recorded for such purposes You can either use the previous user most likely you when Clooz starts the 122 e Program Options Clooz 3 User Manual default choice or enter a name each time To immediately change the name of the current user which is shown at the bottom of the User Name box click on the Change Current User button The last option box controls the Exit process You can optionally have Clooz compact the database you are using and even archive it zip file format It is a good idea to do both but it does extend the length of time required for shutdown of the program If you have a system wide program backing up your files on a regular basis the archive function may be turned off The compaction process helps to minimize the amount of wasted space which accumulates in the database Note that it is common for database access errors to occur when the compaction routine runs No need for alarm Your database is automatically put back to its original
10. John Parkhurst iad hi meter National Archives riers Edit Item National Archives of Irel Ireland Personal Files Possessions and holdin Show Tool Strip USA Show Group By box Figure 88 Repository List Context Menu Edit Lists Dropdown lists or boxes throughout Clooz save you from retyping frequently used information you ve already entered or that is pre loaded in the program such as months surnames given names and localities You ll know if it s a dropdown list if it has a down arrow at the right end of the field Click on the small Down Arrow to see the Dropdown List You may occasionally need to change this memorized data such as delete a duplicate or unused entry or correct a typo You can do this directly from the Clooz explorer bar or menu To edit a Dropdown List from the explorer bar or menu take these actions From the Clooz explorer bar click Lists Or from the menu bar click Edit then click on Lists Clooz 3 User Manual Entering Records e 85 From either the explorer bar or the menu bar select the list you want to edit Cities Counties Countries Districts Establishments Events Farms Given Names Locations Names Subjects Nationalities Surnames Occupations Townships Parishes Types Places Villages Religions Item Type Roles Media Type States Streets A list editor form would appear as follows i Lia lat To Add a new record put the cursor in the empty row at the bo
11. You can now merge two Clooz databases together Please select action Open an existing Clooz database Open the Clooz database last used Exit Clooz G o j et Figure 28 Opening Selection Action Window Clooz 3 User Manual Clooz Databases e 25 To create a new database 1 Select Open a new blank Clooz database from the action screen shown on the previous page You could also go to the File Menu and select New Database 2 Click OK 3 Once you have created your database you will be taken to the main screen in Clooz with the Clooz Explorer Bar on the left side of the screen and the People grid on the right side You are off and running To upgrade a database from a previous version Upgrading from version 1 x of Clooz Please read the appendix to this manual on Converting from Earlier Clooz Databases first 1 Select Open an existing Clooz database from the action screen shown on the previous page and click OK or select Open Database from the File Menu 2 A Windows dialog form will appear to select the file Be sure select the mdb extension for listing files from the drop down box in the lower right corner of the form yedl cdb iu F 707 Databases I Clooz 1 23 Databases mdb Clooz Databases cdb Figure 29 Selecting the Proper Filename Extension 3 Locate the Clooz database file you want to upgrade Select it and then click OK 4 You will then be asked if you want to upgrade y
12. Column ninici lt i a i Figure 20 Main People Grid Context Menu The Edit Alt ID s command allows users to enter a single Alternate ID for one or more people This could be useful for those users who use the Alternate ID field for designating family groups In the case of the grid for People there are menu items for Merge People and Clone a Person Merge People will only be enabled when more than one person has been selected You can select multiple people by holding down the CTRL key while clicking on additional people to select Holding down the SHIFT key will select all people between the one you click and the first person you clicked Clicking on Merge People will open a form for you to select the name to be given the new combined person and to validate the operation Likewise Clone a Person is only enabled if one person has been selected and duplicates all data associated with the person selected to create a new person whose details are then presented to you for further editing Merging and cloning will be discussed in more detail in a later section Clooz version 3 3 added the capability to export people sources repositories and all of the various types of documents to Legacy The command to initiate this feature appears in this context menu whenever a Legacy Family Tree database has been designated as the Primary external file External File Links view as well as commands to show the IDs used in the external databas
13. Contains Figure 27 Advanced Search Window Clooz 3 User Manual Clooz Features e 23 24 e Clooz 3 User Manual Clooz Databases Once you install and open Clooz you create a database Don t know what a database is in the first place You ll find out here as well as how to create and change or select databases What is a database A database program like Clooz lets you store a large amount of information quickly find certain data and analyze and print everything you ve entered Think of a database this way imagine you ve got a large file cabinet of your family history research Some of you won t have to stretch your imagination too far One drawer is full of census records another is overflowing with copies from city directories and other census substitutes a third drawer is packed with vital records and other documents and the fourth file cabinet drawer contains all the family photos A database 1s like your file cabinet full of papers But it can manage the data much better electronically on your computer Selecting a database When Clooz opens for the first time you will be asked to enter your User Name Once you do that you ll be presented with a screen to choose to create a new database or open an existing database perhaps from an older version of Clooz You can actually have multiple databases You might start one for all your research with known ancestors and perhaps start another one for possible ancestors
14. In the lower left area of the form is a box with radio buttons for People and Business This allows you to select whether the action of the Link and New buttons is to apply to a person or a business 11 The Link and New buttons give you two options for linking a person or business to the log record You can click the New button to have a new person or business generated by Clooz automatically based on the surname and given name entered on the research log details form that will appear OR To add an existing person to your research log click the Link button The people or business selection screen will appear Select a person from the list by clicking the check box in the far left column and click on the Link Selected button to link the selections to the underlying document Alternately you can double click on the selection within the list to perform the same operation You can only link a person or business to a specific research log record once You can find a name in your Clooz People list by scrolling to it or searching for it with the Find button in the Search tool bar This Search tool bar functions the same with the Link list as it does on the main People grid The research log input form and all other input forms in Clooz contain a Link button to add people or businesses to your records You should link all people that you were either looking for or found as a result of this research Click the Add Person button on the L
15. Likewise the Reports menu item opens the Report window same as pressing the Reports button in the Explorer Bar The Help menu items include the Clooz Help this manual and links to various websites where you can obtain additional information There is an item to let you enter your serial number as well as manually request Clooz to check if any updates are available It would not be necessary for you to check for updates unless you turned off automatic updates in the Options window Finally like most Windows programs the About window can be displayed which is the way you could see which version of Clooz you are using Help Clooz Help F1 Clooz Knowledge Base Clooz Support Enter Serial Check for Updates Clooz Website About Clooz Figure 17 Help Menu Main Display Area The large area of the main screen contains either the Grid View or the Composite View The selection between the two views is made using a button on the Search Tool Bar located at the top of the display area Grid View The large grid of data comprising most of Clooz s application window is used to display list of people businesses buildings documents sources and repositories according to what you have selected in the Explorer Bar The default display when a database is first opened is the People display Clicking on another button in the Explorer Bar will display the data associated with that category 16 e Clooz Features Clooz 3 User Manual
16. Select it and then click OK 3 You will then be asked if you want to upgrade your database Select Yes Database Upgrade Your database will be upgraded to version 3 0 21 The process can take several minutes Figure 32 2 x Database Upgrade Request Clooz 3 User Manual Clooz Databases e 27 4 A window with a progress bar will appear as the upgrade takes place If it is successfully completed the following message will appear offering to display the upgrade log CLOO Database Conversion The database upgrade has been successstully completed Do you want to view the upgrade log Figure 33 Database Upgrade Completed Message 5 You are now ready to use the database in version 3 If an error had occurred a similar window would have appeared as above but stating the upgrade completed with errors or with warnings Warnings are usually associated with missing digital files and can be fixed in version 3 Be sure to copy the warnings from the log for reference on which images to fix Errors are more serious You should contact Clooz support to resolve the issue before using a faulty database Clooz will automatically return a database that fails to upgrade to its original state Only successful upgrades of version 2 x files can be used in version 3 Change databases During data entry you can change to a different database from the File menu 1 Select File from the menu bar Select Open Database 3 From the file selec
17. Volume Volumes of 1st Pub Purchased Repository New Repository Call Quick Capture Digital Files Evaluation Remarks Figure 79 Book Source Template You should notice that this template as with most of the source templates has tabbed pages at the top and bottom of the form The second page tab at the top is where the Microform CD information gets entered The bottom set of tabs offers some tools to use The Quick Capture text box is simply a multi line text box but it also supports clipboard functions cut copy paste and more importantly drag and drop operations You could be looking at an online document where the data provider has a source citation on the screen Just highlight the whole block of information on the web site and drag it into the Quick Capture box From there you can copy paste segments to the appropriate fields The Digital Files tab provides means to save digital attachments or URLs the same as in the document templates A certificate is something that you obtain from a clerk s office government agency or other authority to prove that an event occurred Webster says a certificate is a document containing a certified statement especially as to the truth of something Examples of certificate sources include 78 e Entering Records Clooz 3 User Manual birth marriage and death certificates certifications in various professional fields and a baptismal certificate Location Howned Sd
18. birth date from a birth record or a death date from a death record If either of these dates are different from what is in the main record the user will be asked whether to change the value or not If multiple people in a birth or death record are marked as Primary in their details forms no attempt is made to enter the birth or death date into the persons main records The birth date for Edward Albert Thompson in this document is different from the date in the main record as shown in the People Grid Keep the date already in use 2 February 1916 Figure 67 Conflicting Vital Date Values Buildings Many people study the history of houses and buildings like genealogists study the history of their ancestors Houses can have personalities like people do The Building template was designed based on forms used by state historic preservation offices to list buildings on historic registers While the building you re interested in may not qualify for the historic register it s still of significance to you and should be documented as much as possible 66 e Entering Records Clooz 3 User Manual The Building template is a bit different than other templates in Clooz because of its unique purpose g Buildings Building ID Style Undetermined 7777 Address Cochrane Street Formerly City Township County Wayne State Province Country US Year Built source Title New Source Description File Path URL
19. editing the person or the document detail for that person If a record is linked to other record types an expansion button is displayed on the left side of the row Clicking this expansion button plus sign will cause the linked records to be displayed below the record initially selected Double clicking a row also expands the data After a row has been expanded the button on the left side will now show a minus sign Clicking it will cause the linked rows to be collapsed and only the top level row remains in view If starting from a list of People expanding a person results in all the documents images buildings and research log items appearing that person is linked to Clicking on one of those documents will expand to show all the people and businesses linked to that document You can continue to dig deeper down into the tree structure until 5 levels are displayed the maximum Clooz allows to be displayed at one time 20 e Clooz Features Clooz 3 User Manual The full set of possible record combinations appearing in the expanded groups is shown in the following table Top Level Record Type Record Types Appearing in Expanded Lists As selected in the Explorer Bar Documents Buildings Images Research Log items Documents Buildings Images Research Log items Buildings People or Businesses Censuses and other Documents People or Businesses Documents Buildings Images Research Log items Repositories Sources or Research Log ite
20. entered into Clooz contains the birth date and location information for a person so the birth event for that person can be created in Legacy for example However the reverse is not true Simply knowing the birth date and location for a person in Legacy does not permit you to create a birth certificate in Clooz When possible birth events are derived from information such as age on the enumeration date of a census In such cases it is up to you to make the decision as to whether such information should be exported or not To assist your evaluation positioning the mouse cursor over the birth date will provide a hint popup that tells what the basis for the determination was see figure above In any case exporting vital events to Legacy will not overwrite any vital event information already existing there If a birth date or location has already been entered this new information will be added as an alternate value e g Alt Birth Clooz version 3 3 can extract information from the census data and document types that have well defined fields in the template and the information contained in them can be anticipated with a reasonable degree of certainty However documents such as the Generic Document template which could contain the most significant information in the free text remarks area should not be expected to create all the events a human might interpret from the data Itis only meant to get you started by handling the easier determinati
21. existing item if that was what you right clicked on or as a new entry This could be a file copied from Windows Explorer There is also an option in Clooz 3 User Manual Entering Records e 63 the menu for you to create a new entry blank which you could fill out manually by typing To edit any file path or description manually just click in the text area to activate the editor One picture file can be selected as primary and will appear on the form in the thumbnail area Either select the file and press the Primary button or right click it and select the Select picture as primary context menu item Link Grid and Link Controls The link grid holds references to the people or businesses that have been linked to the document Double clicking on an entry in the Link Grid will display the details form for it The People and Business if enabled for the particular document type radio buttons in the lower left section of the screen determine whether the link controls and link grid apply to people or to businesses Usually you will have it set on People which 1s the default The Link and New buttons give you two options for linking a person or business to a document You can click the New button to have a new person or business generated by Clooz automatically based on the surname and given name entered on the details form that will appear OR To associate an existing person with the document click the Link button The people or
22. left column Each of the name components sex if determined by this particular document and the birth death dates contained in the persons main Clooz record can be included in or excluded from the export using the checkbox on each line The data itself can be edited by clicking on the item in the Data Values column It is important to note that any changes to the data values in the Document Export form will not be saved back in the Clooz database It is only a means to adjust the formatting of data values to better suit display in external program Date values will be displayed in a format supported by the external program Clooz 3 User Manual Exporting to Other Programs e 97 Document 1930 US Census St Charles St Charles Saginaw Michigan US MIO0008 People Events Source Repository Families Person Data Types Current Legacy Value Data Values a M Travers E Ousterhout b 24 January 1886 m Bef 1914 d Deceased Given name s Travers E Surname Ousterhout Prefix Title Suffix Title Sex M Birth Date 24 Jan 1886 Death Date Deceased pi Cora B lt Ousterhout gt b 01 October 1892 m Abt 1920 d November 1975 Alma Ousterhout b Abt 1914 Alta Ousterhout b Abt 1975 Joy Ousterhout b Abt 1917 June Ousterhout b Abt 1978 lw lw lw lw a w Export File C Users Richard Documents Legacy Files Sample3 fdb Export Figure 102 People Page with Data Value Editor The record identification number RIN
23. next box shows you what page you are on and the total number of A The binoculars allow you to search for text within the report If the text is found it is highlighted The final option is a zoom setting You can change the size of the report on your screen from this drop down list Clooz 3 User Manual Reports e 93 Exporting to Other Programs Clooz currently supports two ways of exporting information to the database files of other genealogy programs either using the Data Transfer Manager or the Document Export function added in Clooz Version 3 3 The Data Transfer Manager is more limited in the types of data that can be imported or exported individuals and sources but can perform bulk operations The Document Export function has a very extensive ability to export essentially any type of data in Clooz but only applies to one document at a time Each will be covered separately in the following sub sections Clooz uses two methods for interfacing with the various other program databases One is by directly reading and writing to the external database file The main advantage of this approach 1s it provides for a stronger linking or synchronization between Clooz and the other program Clooz can track the RIN record identification numbers in the other program for individuals who have been linked For those programs not providing direct read and or write access to their files Clooz will import and or export using a GEDCOM
24. of the main screen For instance if you re working on a census from the U S select U S Censuses The U S Censuses category will expand so you can see all of the template choices available to you Under the U S Censuses category you have choices for Population Schedules Mortality Schedules Agricultural Schedules Manufacturing Schedules and the Defective Dependent and Delinquent Schedule Select the appropriate year from the choices available on the list The most commonly used category is the Population Schedules where your ancestors are listed in their neighborhoods The document template will then appear for the year and category of census you requested Fill out the document information describing the area of the census you are working in Include the location information based on what appears on the census pages you are looking at Do not mix census information from different districts in the same document Rather you should create additional census documents for different districts or even different households if that is your desire Source information and digital files should be entered and people should be added as described in the General Template Features section Only some of the census schedules allow businesses to be added Clooz 3 User Manual Entering Records e 69 The details form displayed by double clicking on a person in the Link Grid or by pressing the New button will vary greatly between the different census
25. of the record in the external database can be edited on this page during the export process when the external database type is one that Clooz directly reads The RIN column value would appear on the top level line for each person where their name and summary of vital dates appear not on the individual data component lines if the person in Clooz was previously linked to a record in the other database prior to beginning this export In sucha case the RIN field is not editable and if you believe it to be incorrect you would need to make any changes to the people linked to the document back in the document template or remove the link in the Data Transfer Manager This is not a trivial decision as you may have already exported events and data for this person at a previous time Unlinking the person in Clooz from the external RIN does not change any data or events in the external database A blank RIN value indicates the person is not currently linked to the external database In this case the field is editable If you know a record already exists for the person in the external database you could type it in here Otherwise at the time the actual export is executed those people with blank RIN fields will have a new record created for them in the external program You can only enter RIN values that already exist in the other database Non existing RIN values will be ignored during the export and treated as a blank It will be more efficient if you fil
26. on page and line numbers for display of people in census documents to have them appear in the order in which they appeared in the census Many of the data entry fields will automatically capitalize the first letter such as M or F for sex An additional drop down list was added to support census relationships to Head of Household Editable combo boxes with drop down lists now support copy paste clipboard operations New capabilities to edit lists Most of the lists in Clooz that appear in dropdown selection lists are generated through accumulated user input This often leaves you with misspellings or duplicate entries Clooz 3 solves that by allowing you to merge together multiple items in a list Together with add and delete capabilities you can customize your lists to suit your personal situation A Check Usage feature is useful when identifying where a list item is used 46 Echo Lake Subdivision 47 Oak Brook Condominium 45 Nyerges and Nyerges Attorneys amp Counselors at Law Check Usage 31 erge Items 52 Bollinger Furera rrome 53 Bedford Cemete Figure 10 Context Menu Functions Supporting List Editing S1 List Item Usage Usage of Caro from List Cities 1 occurrences ID Personal File Document Type Year Record Type US1T920 Document Figure I1 List of Occurrences for an Item Clooz 3 User Manual What s new in version 3 e 11 Improved Report Generation Report generation in Clooz versi
27. record in Clooz is treated as a unique entity A marriage certificate is one record a will is one record a census of one family is one record or a census of an entire municipal area is one record as long as the same enumerator recorded the information Each of your records needs to be viewed first from the vantage point of the record itself not the people contained in the record For instance Clooz identifies a census record by its year geographic location and supervisor s and enumerator s district Gf applicable That information is the same for every person on that page of the record You take four major steps to enter information into Clooz First examine your existing family tree and research files to identify any documents which might not have been fully analyzed or areas where additional research is needed Use the Clooz Research Log to organize your research tasks Once a document has been found it s ready to be entered into Clooz Second create a Clooz record from your actual document If it s a census record you would select the country and census year from the explorer bar on the left side of the screen and then add location information onto the main census form The source of the document should be recorded and any digital files you created or obtained relating to the document can also be attached to the document record for easy retrieval and viewing Third add details about each person from that record The informatio
28. the lack of standardized data exchange formats for source information movement of source information between Clooz and lineage linked software packages has proven to be a real challenge Work is continuing in this area However since Clooz is more of a research tool than a publication tool your main objective in using Clooz for the time being should be to capture all of the necessary source information and less on the fine intricacies of detailed source formats since formats tend to get disrupted anyway when the information is moved into another program Before you start realize the difference between a source and a record In short a source 1s where the record originates and a record is the information you re interested in within the source For instance a published city directory would be a source The page of the directory containing your ancestor s name would be the record that contains the information you re transcribing into Clooz You would fully cite the city directory on the appropriate Clooz source template but the information contained within the directory would be entered into a Clooz template for city directories Clooz contains eight different source templates The source templates should be selected based on the source s original format when an exact image 1s shown not based on how you looked at the source For instance the manuscript census that each of us has looked at on microfilm or on Ancestry com is actually an unpu
29. while in this state will not check for usage of that entry in the database Right clicking the edit field will give a context menu with Undo and Copy Paste options St Vincent de Paul Catholic Church 2 National Archives 3 Mary Blackwell Maria Alarkwell Figure 90 Editor Cell in Edit Mode To select lines without activating edit mode click on the first column All of the lists other than Names have a context menu for checking usage and merging items Right click on the left column to display the context menu containing these commands 46 Echo Lake Subdivision 47 Oak Brook Condominium 46 Nyerges and Nyerges Attorneys amp Counselors at Law 50 5 Be F HAE 53 Bedford Cemetery Figure 91 Place List Editor Context Menu The Check Usage function will display a list of all the records which use that particular list item A List Item Usage Usage of House Keeper from List Occuptations 2 occurrences ID Personal File Document Type Year Description 11 PassengerListEarly etal Crotty Margaret 13 PassengerListEarly etal Gorman Catharine PEA Figure 92 Window Showing Results of a Usage Search Clooz 3 User Manual Entering Records e 87 If you select more than one list item the Merge Items command is enabled When list items are selected to be merged a small window will pop up to let you choose which of the duplicate text fields should be the phrase or name used for all the data locations currently fi
30. with Clooz within 30 days of purchase return the entire package for a full refund exclusive of postage and handling to Ancestral Systems LLC 9911 Bexar Road Clooz 3 User Manual Clooz Customer Support e 129 Somerset TX 78069 USA If you only purchased the download version of Clooz from Ancestral Systems LLC and if you are not completely satisfied with Clooz within 30 days of purchase email support clooz com for a full refund If you purchased Clooz from a vendor and are not satisfied you ll need to check with the vendor for their return policy Software license for Clooz CLOOZ End User License Agreement CAREFULLY READ THE FOLLOWING LICENSE AGREEMENT BY CLICKING ON THE I ACCEPT THE TERMS IN THE LICENSE AGREEMENT BUTTON YOU ARE CONSENTING TO BE BOUND BY AND ARE BECOMING A PARTY TO THIS AGREEMENT IF YOU DO NOT AGREE TO ALL OF THE TERMS OF THIS AGREEMENT CLICK THE I DO NOT ACCEPT THE TERMS IN THE LICENSE AGREEMENT BUTTON AND IF APPLICABLE RETURN THIS PRODUCT TO THE PLACE OF PURCHASE FOR A FULL REFUND License Grant You means the person or company who is being licensed to use the Software or Documentation We us and our means Ancestral Systems LLC 10900 South Stonelake Blvd Ste A 320 Austin TX 78759 We hereby grant you a nonexclusive license to use one copy of the Software on any single computer for your own business or personal purposes In return you agree to use the Software only on your Sys
31. your database from becoming too large Even that is not absolutely critical Clooz 3 User Manual Clooz Databases e 31 Locating Missing Media Files When moving your entire Clooz database and attached media files to a new computer or even just reorganizing your current computer s data structure the links in the Clooz database pointing to the various media file locations can become invalid That is the link no longer points to the correct file location In Clooz version 3 3 a new tool was added to assist users in correcting lost file issues in their database The Media Location Tool is located in the File Menu under the Maintenance group ag E Search For Missing Files En Locate File Media Info Remowe Media Display Selection Folder File Names OQ Se 2 ees FILE NOT NAMED IN DATABASE files in Clooz EC OR auans oenas ogy Baptism Bibles amp Prayer Books Biography Birth Burial Cemetery Census AL00001 jpg b TFF CENO0003 eml CENOM eml CEN0000S tet Files used 36 8 Files not found 3867 Figure 36 Media Location Tool The display will show all the folder locations Clooz has record of where the files are When a file is missing a small red icon appears by the name In some cases even the name of the file is missing as shown in the Figure above More information can be displayed about any of the files by selecting the file and then pressing the Media Info button or similar command in the co
32. 127 GEDCOM Save As Window for FamilyTreeMaker You are now ready to import this GEDCOM file into FamilyTreeMaker If you are creating a new FamilyTreeMaker database you use the Import command File menu Otherwise use the Merge command on the FamilyTreeMaker File menu 116 Exporting to Other Programs Clooz3UserManual a bn et Edit View Tools Help Open Ctrl O Open In New Window Import As New Tree Import Books Mergen p O Close Export Figure 128 FamilyTreeMaker File Menu You then select the GEDCOM file to be used select the file created by Clooz FamilyTreeMaker will then perform the GEDCOM merge and open its Merge Wizard You will normally want to include all the individuals and merge matching individuals the default settings Merge Append Options Host file FTMExport Test ftm Import file D My Documents Clooz Data CloozExport ged Individuals to include Merge or append individuals Include all individuals from import file Merge matching individuals _ Include only selected individuals from import file ie _ Add individuals without merging v Advanced Figure 129 FamilyTreeMaker Merge Wizard The Merge Wizard will then present you with a list of all the new and or matching people in the GEDCOM right side and existing FamilyTreeMaker database left side Pay close attention to Clooz 3 User Manual Exporting to Other Programs e 117 th
33. 19 GEDCOM Export File Designation At this point a GEDCOM Export Status window will appear Clooz will stop and wait at this point for you to perform the import of the file you just created into RootsMagic You will get the best results by completing the import before proceeding in Clooz as this will then let Clooz see the resulting record identification values for the new data in the RootsMagic database If you do the import later Clooz will show question marks for the RIN values until the RootsMagic import is complete and the RootsMagic database has been opened by Clooz to perform another import or export Clooz does not continually monitor the RootsMagic database for changes You can view the list of export actions performed important when warnings or errors have occurred by clicking the View Log File button Clooz document export completed successfully View Log File Your GEDCOM file is ready for processing You may now import the file into Roots Magic have completed the import g of data into RootsMagic will do the import later Figure 120 GEDCOM Export Status Once the import and data merger has been completed in RootsMagic click on the completion button on the GEDCOM Export Status window Clooz will then complete its own actions to determine the new RIN numbers RootsMagic has just assigned As a quick review of the import operation in RootsMagic the first step 1s to click on the Import command in the File men
34. 3 of Clooz now allows you to attach multiple files or URLs Internet website addresses to a single document or source record You can select which image should appear on the template form when viewed on the screen or in certain reports Digital files attached to documents can also be given unique descriptions Attaching the files to a Clooz document couldn t be easier Clooz now supports drag and drop mouse operations between Windows Explorer My Computer and the digital files list You just click on the desired filename and drag it into Clooz Copy Paste clipboard Operations are also supported In a similar way you can record an online document s URL by simply clicking on the browser s small icon by the web address and dragging it into Clooz s digital files list Description File Path URL View Link to ances try com hitp search ancestry com cgi bin sse dll7indiv 14db 1910U_ nnn Page 164 _AT910UnitedStatesFederalCensus_307541583 jpg gip Add File Remove Files URL Description Figure 4 File and URL Tool To better organize digital files an option was added to specify a root directory which contains some or all of the digital files attached to your Clooz document records Those files located within this directory structure will list an abbreviated file path where appears in place of the longer root directory path Digital files not saved within this directory structure will show their own ful
35. 9 Main Display Area 16 Main Window 13 Manually adding new people 45 maps 74 Marriage records 72 Married names 7 45 Media 99 Attaching to Events 99 Digital Files 7 Locating Missing Media Files 32 Media Options 124 Media Type 85 Menu Bar 13 15 Merge Items 85 Merge People 16 Merging Clooz databases 29 Missing Media Files 32 Clooz 3 User Manual N Names 85 Nationalities 85 Naturalization records 72 New button 39 newspapers 77 O Occupations 85 Online Resources 2 Open Database 28 Options 15 16 31 122 Census Options 128 Document Options 127 Importing Options 123 Media Options 124 Source Options 126 Startup and Exit Options 122 Update Options 125 other surnames 7 P Parishes 85 Passenger lists 72 pedigrees 72 People 44 People details window 52 People Tab 97 People Tab Document Export 97 Personal File 39 photos 74 Places 85 Planning your research 39 Population Directory 71 Index e 139 Print Report 39 Program Options 122 Q Quick Capture 10 R Registers 77 Religions 85 Report Generation 12 report generator 3 Reports 89 Reports Menu 89 Repositories 84 repository 84 Repository Tab 107 Research Log 3 39 Planning Your Research 39 Research Log 39 The Clooz Approach 3 Reset Grid Layout Settings 16 Resetting the List of Most Recently Used Files 34 Restore Database 31 RIN 47 Roles 85 RootsMagic 5 47 94 111 S school directories 71 search criteria 7 Sear
36. B 1286 Emerson Royden a 1290 Doves Fos O E 7 _ I Mark for output b Unmark not to be output Figure 45 Data Transfer Manager context menu Your first task is to select the individuals to be imported This can be accomplished by clicking on the small check boxes to the left of the RIN or ID number The square buttons just above the list can be used to select all of the people at once or clear all selections You can also select groups of people by highlighting the lines click on one name and then hold the SHIFT key down while clicking another will select everyone in between the two the right click to bring up the context menu and click on Mark for output All of the highlighted row will then show check marks When you are satisfied you have selected the people you want to import click on the Import button A message box will appear for you to confirm the action Import from the Legacy database You are about to import 3 people to your Clooz database Do you want to continue o Figure 46 Import Verification Message Once the import is complete the imported people will appear in the Clooz list on the right side and reflect their RIN ID from the other database A small icon appears to identify which type of database the RIN ID came from Clooz 3 User Manual People and Businesses e 49 ad Data Transfer Manager z oO ooo o o no o A A a a 00008 Adding new businesses Give
37. C Users Richard Documents Clooz Data Mummert Family cdb Exit n ie TER z 7 TI Figure 15 File Menu From the File menu you can create a new database blank open an existing database 1f it is not the current version Clooz will prompt you to update it or close a database The Import Merge Databases menu item leads to a further list of possible sources to input from Importing will be covered in detail later Menu items to archive your database restore an archived database or compact a database are also provided The Maintenance item contains a command to reset the main Grid configuration if the Grid is not being displayed properly Of course you can use this menu to exit the program Additionally the last four databases you have used will be listed at the bottom of the File Menu so you can quickly select the database you want to open Clooz View Repo Find Filter Clear Filter Options Figure 16 Edit Menu The Edit menu allows you to Edit Lists perform search and filtering functions and change the program options In the Options window you can choose how to open Clooz either with the database you used last time you were in Clooz or you can select the database you want to use each Clooz 3 User Manual Clooz Features e 15 time Clooz opens These and other settings in the Options window will be covered in detail in a later section The Clooz menu lists all of the same categories as shown in the Explorer Bar
38. File Year City a Township County a State Province Cor l Year 1790 a 2366 CTOO001 1790 l Somers Tolland Connecticut 2078 MADO001 1780 ___ 7 Middleborough un Plymouth Massachusetts US i Year 1800 a35 ctoa 4800 PO o pen aa s aa o paien REE cut US oo 2085 NYOOO0 1800 osm Fittstown Rensselaer New York US ol Year 1810 a37 CT06003 ee gig mers Tolland eT gg ph aw n 80 eee to Dee ae hinon New York US Soar vi D0003 oo C Pe bma ee jea eee en a incigg CCC nn nnn Sar CTs nee li E a Faltand E ee orui 370 eee Taa gag mn gy cet et Folland onnect a meng z eee a ae i E o eens eee 2 a eee vToo0ie 1820 a Bamet Caledonia Vermont US lal Year 1830 ae ctos 830 ee ad eee Ta eee cut US en rane j nie aust e z ee E Ae oT eee F p cticut O aa S089 biter diy 830 AEE aS OEE EE a Vermont 0S ae oo ee a EEPE oS P Figure 22 Census Grid Grouped by Year To return the display to ungrouped just drag the header box from the Group by box back down to its normal position with the other column headers Clooz 3 User Manual Clooz Features e 19 Composite View Beginning with Clooz version 3 2 the Composite View was added to the main display area The Composite View gets its name by bringing together all of the records that are linked to each other into a single display These records are then displayed in a tree like structure for easy viewing A Pers
39. Find or Filter buttons ay Find Filter Clear Surname Given Name Starts With Jones Francis Drag a column header here to group by that column ID Alternate ID Surname Given Name Other Surnames Birth Bapt De 656 NR Fertolia Louis L Unknown 1510 0769 Ferguson Elizabeth Anne Bowie Bove 28 November Figure 6 Search Tool Bar Improved addition and handling of people In previous versions of Clooz you had to link a person to a document before entering their details Before linking this person had to already exist in the database or be added at that point You no longer have to go through those extra steps although you still can if you wish Each document type allows you to just fill in the document details for another new person Clooz then takes the information you entered which includes Given Name and Surname and creates the new person record and sets up the link all in one step You can now take a document and enter its contents in a 8 e What s new in version 3 Clooz 3 User Manual sequential way without having to prejudge who the right person is in your database that matches the one in that document 1828 16A 42 Sim Mary M circa 1908 1829 ThA 43 Sim Mildred A April 1908 1836 16A Miller John circa 1881 People Business EG io Figure 7 Button for Adding a New Person Based on Document Details If you think about this for a second you are probably wondering how you deal with t
40. S DO NOT ALLOW THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES SO THE ABOVE LIMITATION MAY NOT APPLY TO YOU Term and Termination This license agreement takes effect upon your use of the software and remains effective until terminated You may terminate it at any time by destroying all copies of the Software and Documentation in your possession It will also automatically terminate if you fail to comply with any term or condition of this license agreement You agree on termination of this license to destroy all copies of the Software and Documentation in your possession 132 e Clooz Customer Support Clooz 3 User Manual Confidentiality The Software contains trade secrets and proprietary know how that belong to us and it is being made available to you in strict confidence ANY USE OR DISCLOSURE OF THE SOFTWARE OR OF ITS ALGORITHMS PROTOCOLS OR INTERFACES OTHER THAN IN STRICT ACCORDANCE WITH THIS LICENSE AGREEMENT MAY BE ACTIONABLE AS A VIOLATION OF OUR TRADE SECRET RIGHTS General Provisions 1 This written license agreement is the exclusive agreement between you and us concerning the Software and Documentation and supersedes any prior purchase order communication advertising or representation concerning the Software 2 This license agreement may be modified only by a writing signed by you and us 3 In the event of litigation between you and us concerning the Software or Documentation the prevail
41. Selection Form 3 If a sign is next to an item click on the sign to open up that category to see the choices available A grid with column headings appears on the right side of the screen 4 If you choose one of the Selected type of reports you can choose which items to include on the report by clicking in the check box next to each item To clear the selections click on the Clear Selected Records button 5 If you want to see a report for one individual click on People and then Individual or choose that person from the People list on the Clooz Explorer Bar and print the report from that person s form The list of all of your people will be in the grid on the right To find someone quickly use the Search bar above the grid area For example with the Starts With condition selected enter some text and press Enter You will jump to the first record beginning with those letters in the field designated for the search Once you ve found the person highlight the name and click on the Run Report button or double click on the person s name to run the report 6 Once you find the report you re looking for click on the Run Report button Generation of the report may take a few seconds Your report will be shown on the screen once it s generated 7 When the report appears on the screen you will have several options available on the toolbar as shown in the next Figure Clooz 3 User Manual Reports e 91 Viewing a Report Once you
42. Source Name z for Cleozlists OOO 0000 O o oo Soure Tye Cerificate O O Sows oo Person s Name O ss ST rt Centas Digital Files Figure 80 Certificate Source Template A document generally speaking is something that is unpublished You might find documents in archival collections in libraries or in personal papers Webster says a document is an original or official paper relied on as the basis proof or support of something Examples of document sources are letters manuscripts family papers and the manuscript census as described earlier Source Document TT a Source Location Owned FSCS Source Name forCloozlists __ Source Type Document E ee CO E Creator ems Ries aeons Bt a Collection Repository FY ewe epsitory _ Digital Files Figure 81 Document Source Template Clooz 3 User Manual Entering Records e 79 An image is just what it sounds like a picture of something Webster describes an image as a reproduction or imitation of the form of a person or thing Examples of image sources are photographs negatives and maps Location owned Source Name l forCloozlists OOOO oOo Soela sucete SS Source o D tems Files Colecions Say Serm A Collection Resor O OR _ Digital Files Figure 82 Image Source Template A journal is published periodically in magazine format or more recently on the Web Journals typically come out less freque
43. T http Wwaww ancestry convlearn library article aspx ar_ gP Add File Remove Files URL Description peste ID Alt ID Sunn Given Name Birth Date Marriage Date Death Date Deta l 115 Doherty Charles 3 April 1818 18 February 1 People Cie e Cn esa RG oe 96 cea Last Updated By Elizabeth Kelley Kerstens 5 8 2006 2 40 12 PM Business Figure 68 Building Template The Building Template is displayed by selecting Buildings on the Explorer Bar and then selecting Add Building Add a Building ID This ID can be anything you need it to be Try to make the Building ID useful to you In the example above the ID is the street address of the building being entered Select a Style from the drop down list The architectural style of the building may already be known to you or you can research the style through building records or web sites dedicated to architectural styles such as Architectural Styles of America at lt http jan ucc nau edu twp architecture gt If the style you re looking for is not already in the Style list just type in the style and hit your tab key and the style will be added to the list Add the street address of the building The Formerly field is where you would record street name changes For instance in Plymouth Michigan Penniman Avenue was called Sutton Street until 1912 If you reported the address as Penniman Avenue in order to identify the location to
44. The Master Genealogist and Legacy to verify the identification numbers you believe should match actually do match If the ID numbers match the wrong people then the synchronization tool is not applicable to this particular situation As previously emphasized be sure to make a backup of your Clooz database before attempting any transfers In that way you can always go back if you selected the wrong fields and start over after restoring Clooz using the backup you made The only file affected during one of these transfer operations is the Clooz database The external files are not modified In fact if this is the first time you are linking Clooz to a particular external file and the result was not as you expected you can simply delete that file from the external file links list and Clooz will then delete all links it has to that file The next step is to indicate what type of links you want to transfer The options are to transfer the links to people and or the links to sources see next Figure Clooz 3 User Manual People and Businesses e 57 bers eg RIN as used for ye e old and new files Apply to People Sources iDatabase__ PJC gacyFile fdb Figure 56 Apply Options with Transfers The last preparatory step is to select the target file the file you are trying to apply the links to Click on the Select File button see Figure 54 to open a file selection dialog box Select the appr
45. V Hart b 14 February 1884 m 04 June 1910 d 13 Octob Mary Alice Naylor b 21 November 1974 m Bet 1976 amp 1978 d 08 Given name s Surname Prefix Title Suffix Title Sex F Birth Date 21 Nov 1924 Death Date 9 Oct 1993 W Bernard John Slater b 26 November 1915 d 31 January 1944 if Agnes Gertrude Slater b 03 November 1917 m 12 October 1935 d 18 O m W Iw xl Checkboxs for selecting which data is exported Name and location of the external Export File C WWsers RichardiDocumentsiLegacy 7 Files Sample3 fdb lt _ database receiving the data Export Close Figure 101 Document Export Form The Document Export form contains five different pages of data which you select by clicking on the appropriate tab People Tab The People tab selected in figure below on the Document Export form shows the page of information about the persons linked to the document being exported It will contain the same list of people that you would see when viewing the document template You can select which people are to be included or excluded in the export using the checkbox in front of their names The names that appear in this list are the common forms of the names assigned to those people in their main records It is not necessarily the same name or spelling that was used in the document that will show up later in the Events page Expand a person s record by clicking on the small plus sign in the far
46. ase also remember that synchronization is not based on names but is based on matching RIN numbers The name test is only to produce a validity check for what you are doing to identify cases where different people have the same RIN number in their respective files MyLegacyFile fdb 4 Emmert 51 Emmert Emmert Emmert Etsberger Gebbard Gebhardt Gebhartt Gebhartt Gebhartt Gebhartt Gebhartt Gebhartt G tz G tz G tz nthe LI LI LI L L LI E LI LI LI E E L E E LI L BP RIN Surname ag Given Names A John George Phillip Magdalena Maria Elisabeth Martinus Import Maria Magdalena Philip Joh Jacob Barbara Cathrina Elisabeth Joh Nicolaus John Margretha lt 2 Export Record Type People C Sources Anna Maria Johann David Johann Jacob Ey a aS MyCloozDatabase cdb RIN 4 51 67 63 13 159 136 163 162 165 18 164 161 78 264 62 c1 CloozID Surname 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 FO Emmert Emmert Emmert Emmert Etsberger Gebbard Gebhardt Gebhartt Gebhartt Gebhartt Gebhartt Gebhartt Gebhartt Gotz Gotz Gotz Ae Figure 60 Linked People in Data Transfer Manager oo Given Names John George Phillip Maadalena Maria Elisabeth Martinus Maria Magdalena Philip Joh Jacob Barbara Cathrina Elisabeth Joh Nicolaus John Margretha Anna Maria Johann David Johann Jacob lahanan fA ab In t
47. asidestossstaucinaiidacescnasuinandeniusstansaaieieysadas 130 Converting from Clooz 1 x 134 Documents and census SUDSTICUTES irais nren nn a ENEE E EER ESNE A 134 PROLOS non non E ate ne neneee ac Gates uaeeteee eestor acceeeree 135 OUNCE Sistie Mei temiatianetsty etd Chante elatied easels and Gena uch aiamnal oneal e senda Glad uehe 135 REPOS MOTE S nered 136 Index 137 Clooz 3 User Manual Contents e v Welcome to Clooz Welcome to the Clooz family We re glad you ve joined us Sit and visit awhile We are proud to provide you with an upgraded and easier to use version of our tool supporting genealogy research Clooz 3 Clooz will help you organize your stacks of family history records documents photographs and notes so you can find something quickly Even more important Clooz will help you organize and review the information contained in these documents to begin the process of sorting out which people belong in your family tree You our users and friends are very important to us Like a close knit family we ll give you personal attention and communicate often in several ways If you want to learn how to use Clooz or just see the latest Clooz news visit the Clooz home page http www Clooz com and sign up for our online mailing list Best of all we are as close to you as your computer If you ve got a problem send us an e mail and you ll get a prompt reply In fact it s as easy to contact us as calling your sister b
48. bases e 35 Using Clooz Determine your strategy Clooz version 3 is designed more than ever before to meet your needs without forcing you to do things in a prescribed order Use it in a way that feels natural to you At the same time once you determine your objectives in using Clooz it s a good idea for you to become familiar with the program features to allow you to work in the most effective manner Let s examine a few examples of how different users would best use Clooz Case Study 1 Data already in a lineage linked software database Joan is a new Clooz user who has been building her family tree using Family Tree Maker software for the last decade She has gathered lots of data and has over a few thousand people in her family tree database Much of the data including censuses vital records immigration records and church records have been documented in Family Tree Maker as sources and physical copies of the documents have been filed according to document type Joan loves to search and find new information more so than filling out computer screens of information so she also has accumulated a pile of copies of documents from her more recent research that has not yet been processed into her Family Tree Maker database Joan is intrigued by Clooz s document based approach but has serious concerns about retyping all of her document records into Clooz She wonders how she might use Clooz Here s how Since Joan alread
49. blished document in its original format Think of it as a bunch of pages and that s what constitutes a Document in the Clooz Source templates The U S census became a publication when it was distributed by the National Archives on microfilm But first it was a document and that s what you would need to select for a Clooz Source You ll be able to record the microfilm or CD publication information about censuses and other such documents within the Source template However if the census data was transcribed or somehow modified to be in a textual database for instance the transcribed database would be the appropriate source to cite Each of these Source templates will be explained in this section Book Certificate Document Image Journal Newspaper Register Website Clooz 3 User Manual Entering Records e 77 There s no trick to this a book is a book In essence a book is something that has been published in print format Webster has multiple definitions for a book but the one that applies here is a set of written printed or blank sheets bound together into a volume Examples of book sources include printed genealogies city directories printed histories county histories and printed transcribed records Source Details Microform CD Information Source Location if Owned Source Label Source Type Book source Title Source Author s Publication Place Publisher Year Reprint Year Cost if Edition
50. business selection screen will appear Select a person from the list by clicking the check box in the far left column and click on the Link Selected button to link the selections to the underlying document Alternately you can double click on a single selection within the list to perform the same operation You can only link a person or business to a specific research log record once 64 e Entering Records Clooz 3 User Manual IDs Alternate ID name Given Name T Birth Bapt Date Marriage Date 1833 ir Mae l circa 1890 1478 Mary B December 12860 3 December 19 i James 16 January 1809 8 July 1887 Margaret circa 1811 25 July 1837 2 June 1892 Mary Timothy George Abt 1865 3 January 1949 Jacob Abt 1855 14 August 1926 11 July 1999 3 April 1818 18 February 18 31 August 1858 4 March 1886 29 February 19 ca 1883 May 1886 circa 1807 18 9 23 October 1916 IB OB OEE0 0000000064 Figure 65 List for Making Selecting Person to Link You can find a name in your Clooz People list by scrolling to it or searching for it by entering your search criteria and clicking the Find button in the Search tool bar This Search tool bar functions the same with the Link list as it does on the main People grid The Link Grid also has a context menu associated with it The first three items are just alternatives to using the Link or New buttons or double clicking an item The last item is the only way on the document form to unlink a person o
51. ch Objective 39 Search Tool Bar 22 Social Security Death Index 72 Software license 130 140 e Index sort order for the grid 16 Source 39 Source Options 126 Source Tab 104 Source templates 77 Sources 77 SSDI 72 Startup and Exit Options 122 States 85 Streets 85 Subjects 85 Surnames 85 synchronization 54 7 tax and voting records 71 The Master Genealogist 5 47 94 115 tithe applotment records 71 Townships 85 Transferring Links 54 Types 85 U Update Options 125 upgrade a database 26 V Viewing a Report 92 Villages 85 voting lists 77 W websites 77 Clooz 3 User Manual Y yearbooks 71 Clooz 3 User Manual ss lt lt CO index 1410
52. checkbox for this action in the Document Export form will be unchecked by default to cite the source for the person s name when the name in the document details matches the person s name in their main record If the checkbox shown here in the Options form is checked the source will be cited for the name regardless of whether it matches or not Use the following in dropdown lists for Source selections Source Title Source Label E Cite the document s source for each person s name otherwise only cite names that match name in document details Figure 139 Source Options 126 e Program Options Clooz 3 User Manual Document Options Some users prefer Clooz warn them if they leave the Personal File blank or use the same value more than one time These are carry overs from version 2 of Clooz You can turn this feature on or off using the checkboxes in the Documents tab on the Options form There are also several options available to control whether Clooz will automatically fill blank birth and death dates in a person s record based on available data in a document when the document is being closed Burth Marriage and Death record types will warn the user the event date and an existing date for the same event in their person record do not match and provide the option to update the vital record date if the option is selected to perform that action A Options Startup Exit Import Export Media Updates Sources When sav
53. cument Information 63 Document Options 127 document based 3 drag and drop 7 E edit a person s data 45 Edit businesses 50 edit lists 11 85 Edit menu 15 Entering Records 62 Establishments 85 Evaluation of Source 77 Events 85 Events Tab 99 Events Tab Document Export 99 Explorer Bar 13 14 Explorer Bar 14 Main Clooz Window 13 Exporting Data to Legacy Family Tree 94 Exports Using the Data Transfer Manager 95 Exports Using the Document Export Function 96 97 Events Tab 99 Families Tab 108 People Tab 97 Repository Tab 107 Source Tab 104 F Families Tab 108 Family Historian 5 94 119 family history notes 72 FamilyTreeMaker 5 94 116 138 e Index Farms 85 File Links tab 52 File Maintenance Archiving and Restoring 31 Compacting 31 Locating Missing Media Files 32 Resetting list of Most Recently Used files 34 File menu 15 File Path and URL List 63 Filter 7 Find 7 Funeral 72 G GEDCOM 5 47 Generic documents 72 Given Names 85 Grid 16 Group By Box 18 H Help menu 15 Historical Information 66 l ID number 47 images 74 Import new people 47 Importing Options 123 Item Type 85 J journal 77 Clooz 3 User Manual K Knowledge Base 129 L Legacy Family Tree 5 47 94 111 lineage linked 3 Link 39 link a person 8 Link button 39 Link Controls 64 Link Grid 64 Linking People in Clooz to other Programs 52 Locating Missing Media Files 32 Locations 85 M Mailing List 12
54. d complete the form that appears Repository Name Address City state Province Country Postal Code Website URL E mail Phone 1 Remarks File Links Figure 87 Repository Form To enter a web site address in the URL field in the middle of the repository form drag the small icon to the left of the URL in your web browser program into the repository s Website field Pressing the view button will call up the web page in your default web browser To delete or change the URL edit it directly as a text box 84 e Entering Records Clooz 3 User Manual You can edit repository records by one of three methods Double click the repository item when displayed in the main grid area Right click on the repository item in the main grid area and select Edit Item from the menu that appears Right click on the repository appearing in a source form and select Edit from the menu that appears In any of those cases the Repository Form on the previous page will be displayed containing the data for the record you selected There is an additional capability for you when you right click on the repository list in the main grid By first selecting multiple repository records by clicking with the CTRL key held down the Merge Repositories item becomes enabled When you have duplicate repositories listed use this command to merge them into one record All of the sources linked to those repositories will be switched to the new merged repository
55. data entry You should see entries to the right of the explorer bar in the grid for that category if you have data entered under that category This is where you will see all of the entries you have entered thus far When you change to a different category by clicking on one of the choices in the explorer bar the category you were in will collapse and the new category will expand to show the choices available there k i a4 4 The four choices at the bottom of the explorer bar lists repositories reports and External File Links are different than the other categories The Lists category allows you to edit any of the drop down lists that are available within Clooz Sometimes our fingers get away from us on the keyboard and we have misspellings that remain in the dropdown lists until corrected Click on Lists find the list you want to edit and select it A screen will pop up with all the entries for that list There are instructions on that screen for adding editing and deleting i a4 ki a4 a4 KY Iri items mh Repositories can be added in Clooz when you re working in the Source forms or you can add them from the explorer bar If you need to edit a a U K Censuses i repository after it has been entered you would do so by selecting IS Censuses y Repositories from the explorer bar and finding the repository to edit on the Repository grid or by the context menu right click off a Census Substitutes
56. day Sutton Street could be added to the Formerly field for historical understanding Complete the location fields as appropriate The fields that have down arrows also called Dropdown Lists next to them have entries that are used frequently during data entry The data contained in these dropdown lists can be reused so you don t have to retype the same places Clooz 3 User Manual Entering Records e 67 repeatedly If you make a typing error in one of these fields you can correct it by selecting the Lists item on the explorer bar Clooz is pre loaded with all the U S states both spelled out and in postal abbreviations Canadian provinces and months You can add more places to the dropdown lists such as Wisconsin Territory or a foreign state or province by just typing in the new entry and hitting your tab key to advance to the next field Complete the Year Built field if known and then select your source attach digital files and link people or businesses as we discussed under the General Template Features section If you have historical information on the building you can add it by clicking on the Historical Information button on the building form Fill in as many of the fields as you can These are the fields that correspond to historic preservation forms used to register buildings on the historic register You may have compiled this information from a variety of sources This button is unique for buildings ak Building Hist
57. decide where to put your records If for instance you added something to the birth event name such as Birth Smith Clooz won t know to put those entries in the birth record template so they will come in as generic documents The easiest way to take care of this problem is to fix the events in your 1 x database and convert again You can do this in Clooz 1 x by clicking on Edit Lists and then choosing Events Here are some helpful hints on the events that Clooz is looking for e If you used event descriptions that came in Clooz 1 x for birth and marriage then those documents will open up correctly as birth and marriage records in Clooz 3 e Most land records will convert into the deed template if the event you used in 1 x was something containing land deed or mortgage If your land records don t convert into the deed template you might want to change the event in your 1 x database to deed and reimport e If you have naturalization records in Clooz 1 x in order for them to import into the naturalization template they need to have the event called either naturalization naturalize or citizenship e For passenger lists Clooz will import the events passenger list customs list into the early passenger list template e If you have any SSDI entries in Clooz 1 x they will import into the SSDI template if they 99 66 ship passenger list or 134 e Converting from Clooz 1
58. describe the actions necessary when Clooz is linked with the various programs Legacy Clooz interacts directly with the Legacy database set as Primary on the External File Links list therefore no special actions are necessary All changes to the Legacy database are made automatically once the Export button is clicked on the Document Export form RootsMagic Clooz directly reads information from the RootsMagic database set as Primary on the External File Links list However Clooz is not authorized to write directly to the same database Therefore a GEDCOM file is produced by Clooz for the user to import into RootsMagic Immediately after clicking the Export button on the Document Export form or Data Transfer Manager form you must first select the name of the GEDCOM file which will be created to contain the exported information To simplify normal use you might always use the same file as your export GEDCOM overwriting the old file with each new export Just complete the import into RootsMagic before overwriting this GEDCOM file in a subsequent export operation Libraries Documents Documents gt Clooz Data Organize v New folder Name Jr Favorites E Desktop J CloozExportTest cdb 3 Dropbox RMExportTest4 rmgc Recent places RMExportTest3 rmgc d Creative Cloud Files g CloozExportTest Idb ig Downloads iCloud Photos iCloud Drive GM Necltnn Save as type a Hide Folders Cancel Figure 1
59. dibility of the information that was entered Clooz 3 addresses this by making it easier to record the source information using a new feature called the Quick Capture text box Each of the source templates now allows you to highlight source information say on an online data repository web site click on it and drag it from your Internet browser right into Clooz copy paste could be used the same way It is then captured within that source record where you can then further dissect it into its component part and copy paste into the appropriate template fields for proper formatting If you are not sure the document is meaningful you could delay the reformatting until a later time so long as you are sure you have captured all the source information you ll need Source Citation Year 1910 Census Place Detroit Ward 18 Wayne Michigan Roll T624_688 Page 16A Enumeration District 0272 Image 335 FHL microfilm 1374701 Source Infomation lsncestry com 1910 United States Federal Census database ondine Provo UT USA Ancestry com Operations Inc 2006 Orginal data Thirteenth Census of the United States 1910 NARA microfilm publication T624 1 178 rolls Records of the Bureau of the Census Record Group 29 National Archives Washington D C For details on the contents of the film numbers visit the following NARA web page NARA i OK Quick Capture D ee eee del o Figure 9 Quick Capture of Source Information Improved flexibil
60. e a new person record using the name provided on that form The form will not exit unless a name is entered unless the whole operation is cancelled Other data fields that form a 44 People and Businesses j Clooz 3 User Manual People Link New Business Figure 42 Link Group Box person s record in the database include birth marriage and death dates can be added later by double clicking on the person in the main people grid or by right clicking on the person and selecting Edit This is the preferred way for adding people when you are not already sure the person in the document is the same as others in your database with the same name In those cases it is better to merge people s records later after you have studied the issue It would also be the preferred method for adding people you know are not already in your database Manually adding new people If you are going to add people one at a time click on People on the explorer bar This will open the People section of the explorer bar where you can choose the Add Person selection there You will also notice that once you have people in Clooz the bulk of your screen will be filled with a grid containing a list of the people in your database including their ID Alternate ID Surname Given Name Other Surnames Birth Baptism date Marriage date and Death Burial date To add a new person this way 1 Click People on the explorer bar on the left 2 Click o
61. e additional tips with sources Evaluation of Source This field appears on all the source templates and is for you to write notes to yourself about the source and how credible you feel itis If the source that you are entering has been either microfilmed or published on a CD click on the second tab labeled Microform CD Information This is where you will enter the rest of the information about a source that you viewed in other than its original format Try to fill in as much information as possible so you could find this source again if you needed to If you saw the source on a microfilm available through the Family History Library you would record the call number and item number on this second tab There s one field you should pay attention to especially if you selected the wrong source type The Source Type field the last field on the second tab shows you what type of source you are working on If you have selected the wrong source click on the down arrow and select the correct type from the list Close the source form Ok button When you open it again the proper source template will appear If you converted your data from a previous version of Clooz some source entries were created for you These will need your attention In earlier versions of Clooz census and photo records didn t have source entries The information about these was on the input screen In order to standardize data input in Clooz all templates now are s
62. e details here before proceeding with the merger and use the buttons at the top of the window to make changes in the selection of people you are merging the new data with Allrecords Merge as indicated This record Merge as indicated y Merge To Other View Pedigree New Data From Host File Data From Import File Davies John s Davies Sarah x Fudge Sarah Stevens Francis Troley John Prefered Edward Davies Bet 1848 1849 Beaufort Breconshire Wales 1 sources 7 note 1851 Breconshire Wales 1 sources 1 note 1851 Breconshire Wales 1 sources Sort by Family Given Name Figure 130 FamilyTreeMaker Merge Review Page At this point the FamilyTreeMaker database should now contain all the data transferred from Clooz and placed it in the appropriate locations If you are attempting to keep RIN values from FamilyTreeMaker synchronized with Clooz you will need to export a GEDCOM file from FamilyTreeMaker use the same GEDCOM file location which you already have set as Primary in the Clooz External File Links list This is the file serving as the snapshot of the FamilyTreeMaker database not to be confused with the GEDCOM file created by Clooz to transfer data to FamilyTreeMaker This can be confusing and is why it is suggested that you establish a standard GEDCOM file name location for Clooz exports and for the FamilyTreeMaker snapshot Once you open the updated snapsho
63. e looking for but want to enter the document into Clooz at a later time The field is designed for you to record the Personal File that you want to assign to the document that you have found If you enter the 40 e Using Clooz Clooz 3 User Manual research log information now and come back later to enter the document you can fill in this field at that point However it is now an optional field in Clooz version 3 9 The File Path URL and associated description is there for you to record the digital location of the record you re entering if there is a digital copy For instance if you have saved a copy of a document to your hard drive then you would click on the Add File button to the right of the Digital File window If the copy of the document you have is in graphic format 1 e saved with an extension such as JPG or TIF then it will be treated as a Picture If you have a text transcription of the document i e saved with a TXT RTF or DOC or other extension Clooz will treat it as a Document Finally if a URL for an Internet web site is entered in the File Path URL cell directly or dragged from an Internet browser program it is recognized as a Website The View button will have the system attempt to display the file using whatever software you have setup Windows to use as your default viewer for that file type The Remove button will eliminate the link to the selected File Path URL the actual digital file is not deleted 10
64. e such as Legacy Finally all grids will contain options to display the Group By box and the Search tool bar A check to the left of the item signifies they are displayed Click the item to toggle the display on or off to suit your own desires Note that the Search tool bar will be restored to view each time Clooz is restarted whereas the Group By box s visibility will be preserved with the rest of the grid column settings Group By Box When you re in the main grid you can grab a column header and drag it to the area above the columns that says Drag a column header here to group by that column 18 e Clooz Features Clooz 3 User Manual personal hile Starts With eg rin Drag a column header here to group by that column ID Personal File Year ET oe ee e Figure 21 Group by Box So you can drag Surname into that gray area and your list will be grouped by surname Grouping is similar to sorting with the added feature of being able to collapse all of the rows with the same value into one by pressing the small button with a minus sign or expand back out with a plus sign For example this could prove to be useful when working with censuses and grouping by year The normal column sorting is still applied between the data in each grouping Dragging more than one column heading into the gray area to get a primary and secondary sort is possible but not all that helpful usually Year ID Personal
65. eason a progress bar will appear at the bottom of the form while the search is ongoing To abort the search press the Stop Search button The search will be stopped but any matches that occurred thus far will be already saved in the database So you could perform the same search later to find additional matches a Search For Missing Files fas Locate File iea Media Info gj Remove Media rr LT FF Display Selection Folder File Names g how all media FILE NOT NAMED IN DATABASE files in Cloor GEC KD gt Rosnagel Genealogy Baptism Include subfolders when Bibles amp Prayer Books searching a folder for Biography missing media Barth ae Show msing files only Census A ALOOOO2 jpg CA0001 Jpg Beene ie ea ea CEN00001 pat CEN00002 pat CEN00003 em CEN00004 em CENO0005 tet Re test File Files used 3878 ay Te nisi Fies nibni E7 Figure 38 Missing File Search in Progress Resetting the List of Most Recently Used Files In Clooz version 3 3 a tool to reset the contents of the Most Recently User files list was introduced It resides in the Maintenance Group that is part of the File Menu Click on the Most Recently Used Files Tool and a form will appear that lists all of the current MRU files Check the boxes for those you want to retain in the list and then press the Save Checked Items button 34 e Clooz Databases Clooz 3 User Manual Clooz 3 User Manual Clooz Data
66. en Name Birth Date Marriage Date Death Date Details 554 11B kr Sim James A October 1869 Gl 1833 11B 35 lt Sim gt Mae circa 1890 i 1834 11B 3 Sim blaxine circa 1915 Link Grid a 1835 11B 7 Sim Dorothy August 1916 v a People Link New Print Report Delete Document ca Ok ix Cancel Business i Link Controls Common Buttons Figure 63 Typical Template Components 62 e Entering Records Clooz 3 User Manual Document Information Each document template will have a data entry section at the top of the form for information applying to the entire document versus that applying to a person An example would be the Enumeration District for censuses Part of the document information section is a drop down control to select the source of the document Click on the down arrow on the right side of the field and the list of sources will appear Click on the appropriate source If the source you need is not listed click on the New Source button and a form will appear to create a new source record There will be more information on that later in the Sources section If you want to edit the source right click on the Source Title and select Edit Source or to clear the selection from this document select Clear Selection on the right click menu File Path and URL List The File Path URL and associated description is there for you to record the digital location of the record you re entering if there is a digital copy For instance if y
67. ent In both case the numbers appear with icons representing the particular program the ID is referring This 1s to avoid confusing them with Clooz s internal IDs The Data Transfer Manager also has some special features related to these numbers When the list 1s displayed the numbers are verified against the numbers in the other program s database If the person was deleted from the other program the number will disappear at this point in Clooz If the other program s numbers were reordered in some way Clooz will attempt to use some hidden identification values the other programs usually have to update itself to the new numbers shown to users 52 e People and Businesses Clooz 3 User Manual Finally the Data Transfer Manager allows you to edit the numbers on the Clooz side right side so that you can manually record what ID value should be tracked when the person in Clooz was not originally imported from that other database A cell will go into edit mode when you click on it MyLegacy Data fdb aia S e sample cdb ara oa al RIN Sumame Given Names al milk _ Surmame Given Names sae Susannah Yr eSim Mae E 1758 Bell Ann E el Blackwell Mary B F 176 Chapelle Charles Salomon Imp i i Chappelle Charles Salomon E 1794 Chapelle Eberhart E Crotty James F 1799 Chapelle lsaac Martin du Export F Loti Margaret m 1797 Chapelle Jeremie Lad Crotty Mary E 1798 Cha
68. er or to move a portion of your family tree to a new file even using the same external program For example The 54 e People and Businesses Clooz 3 User Manual Master Genealogist users may be switching to RootsMagic or Legacy Family Tree since development support for The Master Genealogist has been terminated Clooz users who have invested a substantial amount of time in building their Clooz database and linking it to the people and sources in The Master Genealogist database would want to apply the same links to their new family tree database To support this Clooz has a special utility for synchronizing the links it has with two or more external databases This is a very powerful capability Be sure to meticulously observe the cautions posted in this section and in the program windows associated with the feature Users who decide to perform this synchronization must understand it is an advanced capability requiring user thought and preparation as well as a thorough understanding of the system of Record Identification Numbers in use for EACH program It is extremely important to recognize that the proper time to use this tool is only when there are matching ID values in the two external files In order to be able to duplicate the same links between Clooz and an external file you must create the new family tree file in such a way as to preserve the Record Identification Numbers RINs or one of several other identification numbers a user refere
69. es St Di Source Detail Comments Travers Oustera n lar From Piet E3 a 5A Jina F1 dwallinn I sterhout Traverse Head M age 44 Married Ousterhout Cora B Wife F age 37 Married x 4 4 4 Source Detail Filing Ref Clooz personal f Ousterhout Alma M Daughter F age 16 Single Source Detail Media 1 file is attached Ousterhout Alta M Daughter F age 15 Single Gl I Ousterhout Alma Daughter Ousterhout Joy Daughter F age 13 Single a I Ousterhout Alta Daughter Ousterhout June Daughter F age 11 Single IM Qusterhout Joy Daughter ID Figure 107 Additional Entry Lines for Each Person in an Event Finally the lines of data comprising the Source Detail what links the event to a Master Source are available for any last minute cleanup or reformatting Any digital images you had attached to the document in Clooz will be listed under the Source Detail Media which can further be expanded to edit the captions and description fields These are typically automatically filled with the filename for the file and any description that had been entered into Clooz The same media image links are also Clooz 3 User Manual Exporting to Other Programs e 103 setup in the external database for the event see F igure below Most programs only use links to the image on your disk no substantial duplication is occurring Check your program manual to see if media files are duplicated each time they are referenced
70. es and a secondary menu will appear for you to select the desired type of file or database to import Alternatively you can click on the External File Links button in the Explorer Bar and then select the desired type of file or database The first thing to appear will be a file selection window where you need to select the exact file to import from Then click on OK to continue to the Data Transfer Manager window The Data Transfer Manager will first appear with People selected as the Record Type If you want to import Sources Repositories you need to change the Record Type using the box in the middle of the window Imports of People and Sources need to be performed separately Clooz 3 User Manual People and Businesses e 47 With most other database types the form will appear with both an Import and Export button The Export button will be discussed later although it works just like the Import except copying data in the opposite direction The external data source will appear on the left side of the window and your Clooz list of people will appear on the right 6 Data Tranter Manager O OOOO gt e Given Names Elmer 7 B Emerson Royden Forest George Grace Jacob John John Leslie Giehrl Sarah Sarah E William Leslie William WW Arthur H DaHa r F l Figure 44 Data Transfer Manager Window 48 e People and Businesses Clooz 3 User Manual rll LT ec PR IVE Pid RSs aa 1285 Davies Elmer 7
71. et up similarly and require source input on these source templates Therefore during conversion Clooz created census and image sources for you and arbitrarily gave them titles Census records were given a title such as 1870 US Census 002 and were converted as Document sources The source title for photos was taken from the description field and images were converted as Image sources You should spend some time making these sources conform to your style of citing sources Additionally since Clooz didn t know what type of source your existing sources were they were all except censuses and photos converted as Book sources You should go through each imported source and select the correct source type based on descriptions above Clooz 3 User Manual Entering Records e 83 Repositories Each source has a field for you to select the repository where the source was held This is most important to record for documents that are unpublished and perhaps only held by this repository It is less important to document where you found a copy of a published book that might be in libraries all across the globe To display the list of all repositories click on the Repositories button on the explorer bar The list of repositories will appear in the main grid area Repositories also appear on the source forms as drop down lists from which you choose the appropriate entry If the repository you used is not on the list press the New Repository button an
72. evious versions of Clooz your existing data will be upgraded to the new format now a single database file cdb extension still in the Microsoft Access 2003 format Composite View Introduced in Clooz version 3 2 the Composite View is a hierarchical display of data records on the main screen which visualizes the links between people and documents between documents and sources between sources and repositories and in fact between nearly all the ways data in Clooz are linked together Itis a great way of analyzing your data You can easily toggle the main screen back and forth between the original grid layout and the new Composite View Fae Edit Clooz ih People x Reports Help 2A Businesses x Clooz IC Build ie 647 li Si C2 All Censuses x 3 Tl Cansdian Communes n French Cersuwses n 2 847 OH00002 German Ceranes gt S e NEWSOO0 8 amp 2 On0ccdEd A trish Cemaes a 49 MARR00021 1 a 267 000017 Pra U K Cersuses x 4 35 EURGOGOS pre DEA U S Cessuses 2 a i E 2 ihe hii Populston Schedules ARPAS m P 2768 OBT00060 oes co 2764 OBITOO06 1800 z 1810 2 67 1820 ja 860 1830 4 4 1840 i 656 1840 t 857 A 870 ir ane E 872 eri a a 37 on i ax 12 E 43 13890 Veterans lig a7 1900 la 951 1910 E 13 1920 723 sag 2652 1940 E 270 27 Afaecinia isdi 4 e What s new in version 3 A Personal Filet Starts With Personal File 2 Names Carmechael Richard F
73. file as the transfer vehicle In those cases this GEDCOM file must be merged into the external program using its own import or merge capability This could likely result in duplicate individuals in the external program and thus the program s merge capability is required to eliminate the duplication The actions required for each program will be discussed later The following Figure identifies the external programs Clooz interfaces with and the methods used to import and export data Import Method Export Method Linking of RINs The Master Genealogist Direct Read via via GEDCOM Not updated for Exports Genbridge TMG family structures not read FamilyTreeMaker via GEDCOM via GEDCOM Not updated for exports Figure 96 External Programs Supported by Clooz 94 e Exporting to Other Programs Clooz 3 User Manual Exports Using the Data Transfer Manager Exporting data with the Data Transfer Manager is very similar to the methods used in importing except the selections are made on the Clooz list right side of Data Transfer Manager and the Export button is used In the following example suppose you want to place the Crotty family in Legacy The first step is to check off the records we want to export E 1797 Chapelle Jeremie Import gt O 9 1735 Chappelle Charles Salomon F 1798 Chapelle Marcus Fi Crotty James F 1801 Chapelle Mane lt 3 Export E Crotty Margaret E 363 Crouse Catherine Romaine E Crotty Ma
74. hat file and return it to you You can import that modified GEDCOM into your database and use this option to automatically merge the two copies of the database back together SourceMerge This will automatically merge all duplicate sources in your database RepositoryMerge This will automatically merge all duplicate repositories in your database Figure 125 RootsMagic Automatic Merge Window The information should now be properly placed in RootsMagic and you should now go back to Clooz and click on the I have completed the import button This procedure may change with a future RootsMagic release if they provide a special Clooz import capability that would perform the automatic merge function automatically at the end of the import avoiding the need for the additional user interaction Finally you may find it helpful to turn on the display of record numbers for individuals in RootsMagic so that you can reliably identify matching people with those in Clooz where you can turn on the RIN column for the list of people In RootsMagic go to the Tools menu File Options item In the File Options window go to the General tab and set the Number to display after name to Record number RIN The Master Genealogist Clooz reads information from The Master Genealogist TMG database files set as Primary on the External File Links list using the Genbridge program support library provided by Wholly Genes However Clooz
75. have clicked the Run Report button the report will be generated and displayed in a viewer window Some reports take a few seconds to be generated depending on the specific report selected E Death Record Main Report Date 1656 Description Surname Crotty Date Jul 1986 City County Oakland Place of Death Color Race Spouse Birth Date Father Mother Informant Death Record Death 101 Given Name James Sex M E Primary Street Township White Lake State Province Michigan Marital Status Occupation Birth Place Ireland Birth Place Birth Place Address Cause s of Death Congestive Chill Contributary Cause s Duration of Illness Physician Burial Place White Lake Cemetery Burial Date Address Undertaker Role Decedent Remarks Priest F J Baumgartner Current Page No 1 Total Page No 5 Zoom Factor 75 Figure 95 Report Viewer Window The Report Viewer window like the main Clooz program window will appear at the same location size and state as 1t was when last closed The Toolbar at the top of the window provides a few functions to work with the report 92 e Reports Clooz 3 User Manual The first option on the left is the Export option If you select this option you can export your report to the following formats Adobe Acrobat pdf Crystal Reports rpt Microsoft Excel xls Microsoft Word doc Rich Text Format rtf and XML Clicking on t
76. he export icon will open a dialog box to select a filename and location to contain the exported data The format of the file can be changed by using the drop down list at the bottom of this dialog box y The Print Report button calls up a printer dialog box where you can change printer _ __ settings and then send the report to the printer The default paper size in Clooz is Letter If you live in an area that uses A4 paper you will need to change the paper size in your printer s settings Most of the reports in Clooz are laid out in landscape format Some print on multiple pages wide Some are laid out in landscape mode on legal size paper 8 1 2 x 14 You will be warned if you need to load legal paper for a report 5 The third option is for copying selected text to the clipboard If you highlight a selection of text directly on the report pressing this button will copy it and then you can use the paste function to insert it in another program document such as with Microsoft Word The layout format is not maintained but the order of appearance 1s The fourth option the tree toggle shows the groupings for a report It is only useful to you if you want to see on screen a particular grouping H The next set of options take you respectively to the beginning of a report to the previous page to the next page and to the end of a report if your report is more than one page 1 2 Ijs pages for the report The
77. he Data Transfer Manager you can make manual adjustments to the links by editing the RIN column on the right side of the form where the Clooz data is displayed The left side shows the external file data The previous section of this user guide gave additional instructions on how to use the Data Transfer Manager 60 e People and Businesses Clooz 3 User Manual MyLegacyFile fdb g MyCloozDatabase cdb 00 oo iz Source Name A es Ext ID CloozlD Source Name A 2 Abstracts of Philadelphia Wills from Admin 1 Abstracts of Philadelphia Wills t ia 20 A Genealogist s Guide to Burials in Northum 20 A Geneslogist s Guide to Burials 4 Die Bewohner der Dorfer des Oberamts Si 4 Die Bewohner der D rfer des Ob L133 Eghiomih Conky agistrat Etaoome 19 Eighteenth Century Register of E 23 Eighteenth Century Emigrants from Kreis Si 33 Eighteen eee 121 Estate file of Dietrich Six cl tens Ici cicada Estate file of Dietrich Six Evangelisch Reformierte Kirchen Evangelisch Reformierte Kirchen Evangelisch Reformierte Kirchen Evangelisch Reformierte Kirchen Evangelisch Reformierte Kirchen Evangelisch Reformierte Kirchen Evangelisch Reformierte Kirchen O 14 Evangelisch Reformierte Kirchenbuch Hol 21 oO 6 Evangelisch Reformierte Kirchenbuch Plei 14 17 Evangelisch Reformierte Kirchenbuch Plei 7 8 Evangelisch Reformierte Kirchenbuch Sim 6 115 Evangelisch Reformierte K
78. he multiple names for a person that might accumulate if they appeared in several documents and the New person feature was used in each case Clooz 3 provides the capability to merge multiple records for people into one person record and to clone a person which with further editing of the original and cloned records would be used to separate the data for a person into different people undoing erroneous links Sim John 28 Ma Sim Margaret E sawu GEENA A E OT i Edit Item S m Sim Maxine Sim Mildred A Simone John Clone a Person Show Tool Strip Show Group By box Figure 8 Menu Item to Merge People These capabilities not only make Clooz more flexible and easier to use but better support best practice research techniques Decisions on whether people listed in various documents are in fact the same person should be done after careful analysis Clooz allows the researcher to maintain them separately in the database until they can confidently merge them or keep them separate Clooz 3 User Manual What s new in version 3 e 9 Faster capture of source information Templates for entering source information for the document records entered were added in Clooz 2 However in the excitement of finding new documents and entering their information a common shortcut used by the casual researcher is to skip over the entry of source information This omission of information later proves to undermine or destroy the cre
79. he owner of Clooz is available by e The Clooz Knowledge Base on the World Wide Web contains new error messages solutions to common problems Check this page first at http www clooz com support knowledge base html to discover things you can do to solve your issue yourself e E mail support clooz com The best option for problems and questions you can t solve from the manual or our website e Clooz Mailing List for users is where we share ideas about filing organizing and using Clooz or anything else that pertains to the program To subscribe to receive every e mail when sent send an e mail to clooz l request rootsweb com or for the digest version this reduces the amount of e mails you receive if the list gets active send an e mail to clooz d request rootsweb com Do not put anything in the subject line of your e mail and only put the word subscribe no quotes in the body of your message Turn off any signatures that you have in your e mail program You ll receive an e mail back acknowledging your subscription with instructions on how to unsubscribe if you so desire When you want to send a message to the list address it to clooz l request rootsweb com e Sign up for the Clooz Newsletter on the Clooz com homepage e Write a letter to Ancestral Systems LLC 9911 Bexar Road Somerset TX 78069 USA Our guarantee If you purchased the CD version of Clooz from Ancestral Systems LLC and if you are not completely satisfied
80. his information as it was not brought over in the conversion The reason is because the repository address field in Clooz 1 x allowed you to enter a full address all in one field but Clooz 3 has separate fields for each piece of information about a repository 136 e Converting from Clooz 1 x Clooz 3 User Manual Index 44 124 125 A Add Building 66 Add people automatically 44 Add Person 45 Adding new businesses 50 Adding People 44 Automatically Adding People 44 Manually Adding People 45 Alternate ID 45 50 Businesses 50 People 45 archive 15 Archive Database 31 Automatic online updates 12 B Birth records 72 Building 66 Buildings 66 burial 72 business records 77 Businesses 44 button 104 C Census Options 128 Census Substitutes 71 Clooz 3 User Manual Censuses 69 certificate 77 church directories 71 church records 77 Cities 85 Clone a Person 16 Clooz Newsletter 129 Close Database 28 Compacting 31 Composite View 4 20 Composite View Full explanation 20 Correspondence 72 Counties 85 Countries 85 create a new database 26 Customer Support 129 D Data Transfer Manager 5 47 52 95 Exporting People 95 Importing People 47 Linking People in Clooz to other programs 52 death certificates 77 Death records 72 Deeds 72 delete a person 45 Delete businesses 50 Delete Log Item 39 digital files 7 directories 71 Districts 85 Document Export 96 126 127 Index e 137 Do
81. ic documents many other records such as family history notes pedigrees and family group sheets Don t enter any census or census substitute records in Documents They ve got their own templates in their respective categories If you have a document that is not close to any other type of document you should always be able to make use of the generic document When judging how well your document matches one of Clooz s templates be sure to examine the detail forms not just the document templates Personal File Date of Event Day source Tithe New Source Description File Path URL View ip Add File Remove Ei Primary Files URL Description ID Alt ID Surname Given Name Figure 74 Generic Document Template Like the other document templates refer to the General Template Features section for instruction on using most of the items in this form Clooz 3 User Manual Entering Records e 73 The Generic Document template allows you to define the event to which it applies This will allow you to sort records entered using this form by type of event New Person Document Given Name Street Township State Province Age Spouse Occupation Rol Other bas Date Event Remarks Figure 75 Generic Document Details Form Images You can finally organize all your family images in Clooz and you will never have to search for a picture of Uncle Rob again It will be right at yo
82. ice in the details form that some of the fields such as sex will automatically capitalize the first letter of whatever is entered say M This allows for consistency in the appearance of your data without having to constantly search for the shift key 70 e Entering Records Clooz 3 User Manual Census Substitutes What are census substitutes In some countries census records are not available for various time periods Reasons vary but the records are not available Therefore we need to turn to other records to fill in gaps created by missing census records There are a variety of records that can fill these gaps including directories tax and voting records and in Ireland valuation and tithe applotment records Clooz contains templates for four different types of directories Population these are commonly called city or county directories Religious these are church directories Farm these are rural directories School these are school directories or yearbooks In addition to the directories there are also templates for tax records voting records Irish valuation records and Irish tithe applotment records in the Census Substitutes category of Clooz If you ve mastered entering censuses entering census substitutes should be a snap You enter data the same way in all templates in Clooz To create a new census substitute record choose the Census Substitutes category and then select the type of record you want from the e
83. in Italics Relationships existing in an external database cannot be changed or deleted by Clooz Once a parent child relationship is established in the other program you would need to use that program to modify them Name Parent Child E Ousterhout lt Ousterhout gt 1 Travers E Ousterhout Parent b 24 Jan 1886 of Deceased 23457 2029 Head Arere mo PT Birth Marriage Death Dates L at r Parent b 24 Jan ie Fi pm Ss d set Cora amp lt Qusfenbout gt Add family member s Remove family member Add family Remove family Edit Alternate ID for entire family Figure 118 Context Menu on the Families Page The context menu right click on the Families Tab provides a way to add one or more family members or to remove family members or even entire families The Edit Alternate ID for entire family command provides a method to enter a single Alternate ID in Clooz for each member of the family as a group This is for users who use the Alternate ID field to designate different family groups Program Specific Export Procedures Clooz transfers information to and from the external program files by the best method available In some cases it is by directly reading and or writing to the other data files and in other cases using GEDCOM files as the transfer mechanism GEDCOM files require users to perform specific import or export actions in both Clooz and the other program The following sections
84. ing documents Popup Warning if Personal File is duplicate Popup Warning if Personal File is missing J Auto fill birth death vital fields if blank from document data Z Ask to overwrite a person s birth date if birth record document is saved V Ask to overwrite a person s marriage date if marriage record doecument is saved V Ask to overwrite a person s death date if death record doecument is saved Change Current Reset Grid User Layout Settings Gl Ok x Cancel Figure 140 Document Options Clooz 3 User Manual Program Options e 127 Census Options Not all users of Clooz are researching census documents in all of the countries supported by Clooz The Census Options all you to hide a particular country on the Explorer Bar Existing census data in your data is not affected Likewise all of the countries are listed under the Clooz menu item Turn off the census for one of these countries just helps by having less buttons and clutter on Clooz s main screen Display in the Explorer Bar Canadian Censuses French Censuses German Censuses Insh Censuses C Norwegian Censuses U K Censuses U S Censuses Figure 141 Census Options 128 e Program Options Clooz 3 User Manual Clooz Customer Support You can find answers to problems or questions and more Clooz information here Technical support is complimentary if you have registered your copy of Clooz Support from Ancestral Systems LLC t
85. ing party in the litigation will be entitled to recover attorney fees and expenses from the other party 4 This license agreement is governed by the laws of the State of Texas 5 You agree that the Software will not be shipped transferred or exported into any country or used in any manner prohibited by the United States Export Administration Act or any other export laws restrictions or regulations Clooz 3 User Manual Clooz Customer Support e 133 Converting from Clooz 1 x If you own an version 1 23 or earlier of Clooz you ll want to convert your version 1 x database to version 3 Instructions for doing so are under Database Creation or Conversion in the table of contents It is strongly suggested that you read this before converting to ensure that your data gets placed properly within Clooz 3 Once you ve got your database converted there are some housekeeping items that you Il want to pay attention to Documents and census substitutes Several new document templates have been added in the Document category These are birth record deed marriage record naturalization early and later passenger lists and the SSDI Social Security Death Index There is also a new category called Census Substitutes that contains some templates that you might have used a generic document template for in an earlier version of Clooz tax record and voting list For these new templates Clooz will look at your Event list in your1 x database to
86. ink list Window to add a new person Clooz 3 User Manual Using Clooz e 41 Surname Given Name Starts With IDs Alternate ID 1833 1478 1736 1435 1802 E 3337 1649 115 107 1817 1443 1437 Given Name Mae Mary B James Margaret Mary Timothy George Jacob Joan Louise Caroline Charles Charles Francis E D av Find F Filter Clear Birth Bapt Date Marriage Date circa 1890 December 1860 16 January 1809 circa 1811 25 July 1837 Abt 1865 Abt 1855 14 August 1926 3 April 1818 31 August 1858 4 March 1886 ca 1883 circa 1807 September 1644 Death Burial D 3 December 19 8 July 1887 27 June 1892 3 January 1949 11 July 1999 18 February 18 29 February 14 May 1886 1879 23 October 1916 140c r a Wi khi TOG Add Person Cancel Figure 40 Link List Window 12 For each person now linked to your Research Log record or any other Clooz record form double click on that person s name to enter their detailed information exactly 13 Click on the Print Report button to generate a summary report of the Research Log record A preview of the report will appear with the further option to actually print it 14 Click on the Delete Log Item button to delete the entire Research Log record and all of the links associating people or businesses with it Any details of the people or businesses entered under this Research Log record will be deleted however the
87. inutes to complete 8 Once the merge operation completes a message will appear stating the merge operation is done and gives you the opportunity to review the log file 9 Press Close when ready and resume work with your database that now contains all the data from the other database as well Merging of Clooz databases does not permit selection of individual people or sources like the other import operations All data from the source file are copied 30 e Clooz Databases Clooz 3 User Manual Database Maintenance Archiving Restoring You should backup archive your databases on a regular basis You have the ability to do so from within Clooz From the Clooz menu bar under File select Archive Database A screen titled Enter name of archive file will open asking you to enter the name of the file to be archived in the File Name window Type in the name you want to give to this archived database If you need to change the location where the backup will be stored click on the down arrow on the Save In window and select a different drive or folder Once you ve named the file and changed the storage location click Save to start the archiving process Archived files are stored as Zip files If you need to Restore an archived file first close any open databases then select Restore Database from the File menu A window will open asking you to select an existing archived file to restore Look for your archived database making su
88. irchenbuch Horn f g 117 Evangelisch Reformierte Kirchenbuch Kirc 5 16 Evangelisch Reformierte Kirchenbuch Kirc 16 IL 5 Evangelisch Reformierte Kirchenbuch Sim 5 C 12 Family Archives CD 129 Church Record 111 Family Archives CD 166 Church Records 5 Evangelisch Reformierte Kirchen C 10 Family Archives CD 166 Church Records 12 Family Archives CD 129 Chur 13 Family Archives CD 166 Church Records Family Archives CD 166 Churc iron ey a a a Cemih Arahhean ONM RICO MT heen owns DO amp UUN walk i Baris gee E a es ne WwW N a Figure 61 Linked Sources in Data Transfer Manager After Closing the Data Transfer Manager Close button be sure that the desired file is now the Primary external file appears in bold font This is the file the identification numbers displayed on the main screen and while exporting apply to nn header here to group by that column Type File Path Records Linked Last Used E Master Genealogist D se Documents Clooz Data TMG i Files My TMGDatabase__ PJC 344 10 13 2014 ie Legacy database ae D My My Documents Legacy Family Tree Data MyLegacyFile fdb_ na Co RootsMagic D iMy Documents MyRootsMagicFile rmgc Edit Item Delete Item s Show Search Tool Bar Show Group By box Reset file location name Transfer Synchronization Figure 62 Changing Primary External File Clooz 3 User Manual People and B
89. is not authorized to write directly to the same database Therefore a GEDCOM file 1s produced by Clooz for the user to import into The Master Genealogist Immediately after clicking the Export button on the Document Export form or Data Transfer Manager form you must first select the name of the GEDCOM file which will be created to contain the exported information Libraries Documents Documents gt Clooz Data Organize v New folder Jr Favorites Name E Desktop 2 CloozExportTest cdb 3 Dropbox RMExportTest4 rmge Recent places RMExportTest3 rmgc d Creative Cloud Files mm CloozExportTest ldb Downloads iCloud Photos iCloud Drive er Necltan File name A Sana Save as type Hide Folders Cancel Figure 126 GEDCOM Save As Window for TMG Since Clooz cannot reliably determined how TMG assigns the record numbers for individuals being exported no attempt is made to link the individuals on export Thus the window that appears in the RootsMagic procedure for instance does not appear when exporting to TMG Clooz 3 User Manual Exporting to Other Programs e 115 At this point or later you can now import the GEDCOM file created by Clooz into TMG using the Import command in the File menu of TMG The Simple Wizard should work fine and you should select the import file type as GEDCOM v4 0 v5 5 GED Locate the GEDCOM file you created from Clooz and proceed through the wizard steps
90. istorian Project When no projects are saved within the Family Historian project folder controlled by the user within Family Historian the Browse function will need to be used to locate the desired file A file selection dialog window will appear and the user can either search for Family Historian project files or the actual data file by selecting the desired file type see Figure below t m Clooz Data FH Projects TestFHProject Search TestFHProject Organize New folder JID w di Corel a Name Date modified Creative Cloud Files E m Public kh Desktop LE Documents 8 17 2015 10 37 AM i TestFHProject fh_data 8 17 2015 11 35 PM ad TestFHProject fh_proj 8 17 2015 10 37 AM F Select a file LE Documents to preview p Downloads m3 Downloads i Favorites Cloud Drive File name Figure 132 Browse window for Family Historian files Clooz 3 User Manual Exporting to Other Programs e 119 Family Historian maintains its data in memory while a file is in use therefore there are several actions required to ensure Clooz is always reading the latest data and conversely Family Historian uses any new data Clooz has inserted into the data file These actions are only of concern when both Family Historian and Clooz are working with the same Family Historian data file at the same time When first beginning any import or export operation involving a Family Historian file Clooz will remind you to first Save the Family Hi
91. ity of use Clooz version 3 is now designed to provide you better options and tools to use it in whatever way you need it to Prior versions tended to push certain workflows and data organization patterns This is no longer the case Fields like the Personal File Number are still there to support physical file organization and locating but it is now optional and no longer is required to be unique Previous versions of Clooz required you to go to a certain list or place in the program to edit items such as documents sources and repositories Access to many of these editors is now available in multiple places To edit a census document you can do it from the main list of censuses as with prior versions or from the list of censuses that appears within a person s details 1 e the list of censuses they appeared in Repositories can be edited from the list of repositories or from where they appear in the source form All of these changes are designed to provide you access to what you need at the point where you need it eliminating extra keystrokes and time of exiting out of one thing to get to another 10 e What s new in version 3 Clooz 3 User Manual In previous versions Clooz would always open in full screen mode Clooz 3 opens in the same state maximized normal minimized location and size as 1t was displayed when it was last closed Clooz 3 allows improved sorting capabilities for people in documents For instance you can now sort
92. ive the main use for having people and businesses in the database as separate entities is to link them to documents and the information contained in those documents This is an important concept in understanding the Clooz process The following sections will review how you add edit and delete your people and business records as well as how to connect the people in Clooz with people in your lineage linked software program Adding People There are two major data entry components to Clooz one being all of the document records and the other is the people linked to each of the records You can record a person s information either before linking them to a document record or at the same time as linking them new for version 3 People can be added in one of three ways Let Clooz add them automatically after you enter the document details related to that person Manually add them as a new person separate from any document related activity Import them from another database or GEDCOM file Add people automatically from document details In all of the Clooz document templates in the lower left section of the screen there are controls for linking people and businesses to the document record Within this group of controls when the New button is clicked Clooz will display the details form related to that type of document This always includes the name of the person or business when applicable When the details form is saved Clooz will creat
93. k button with the door on it to exit If you decide you don t want to add this business you can click on the Cancel button to cancel your entry and take you back to the Business grid or you can use the Esc key on your keyboard Don t worry about the other tabs on the New Business form yet You will link this business to Censuses Census Substitutes Documents Images Buildings and the Research Log later 4 The Business ID field is an auto number field meaning that Clooz automatically fills it in for you It cannot be changed in Clooz 5 The Alternate ID is a field where you can enter your own number words or letters to further identify a business This field is yours to use as you need to 6 Owner Name Enter the name of the primary owner of the business 7 Business Organization Name Enter the name of the business or organization 8 Date Opened and Date Closed Enter what you know about the business opening and closing dates Fill in a completely spelled out date if you wish preferably in the day month year format such as 10 September 1853 The fields allow for 50 characters 9 Remarks This field allows you to enter any additional information about the business that you feel is pertinent Clooz 3 User Manual People and Businesses e 51 When you re through with data entry of businesses click on the exit button to close the form Edit businesses If you need to edit a business entry just double click on that b
94. l in as many of the RIN values as 98 e Exporting to Other Programs Clooz 3 User Manual possible since leaving it blank will result in a new person being added to the other database If that new person in the other database is a duplicate of an existing person there as is commonly the case where GEDCOM files are used to transfer the information you will need to use the tools in the other program to merge the people When you type in a RIN value the fields in the Current External Program Name Value column will populate and permit you to compare the person s current data in the other database with the data you intend to export By default the checkbox will be turned off for data fields where data in the other database is already stored The Clooz data for that item will not be exported unless you manually check the box When displaying the main People grid or Composite View in Clooz and a right click Export Item is selected for that person the same Document Export form will appear but only the People tab will be visible This is a way of exporting individual people to Legacy similar to what could be accomplished in the Data Transfer Manager but with more control Events Tab When a Clooz document is exported the program will scan the information entered for that document to extract data that may define events for the persons contained in the document This is usually a one way process A birth record perhaps a birth certificate
95. l path name Improved tools for identifying and locating people A new column was added when displaying lists of people showing other surnames used for that person Each time a person is linked to a document the details for that person include the given name and surname as it appeared in the document The other surnames field is a list of all the Clooz 3 User Manual What s new in version 3 e 7 unique spellings used as well as married names The list is maintained automatically by Clooz based on the document details you enter Married names can also be added in a person s vital details Surname Ferfolia Ferguson Ferguson Ferguson Figure 5 Other Surnames Column A new toolbar was added to the main window of Clooz to allow you to easily enter some search criteria to either find the desired person or whatever is being listed or filter the list to only show a subset of the data For instance with the list of people displayed the default column setting is Surname Given Name and Starts With If you enter th r and click the Find button you would jump to the first person whose surname started with Th and had a given name starting with R If you had just entered th without the comma and given name or initial Clooz will search the surnames alone Finally Clooz provides even more advanced combination searches using the advanced Find and Filter capabilities accessible through the down arrows on the
96. l your rights to use the Software and Documentation to another person or legal entity provided you transfer this Agreement the Software and Documentation including all copies updates and prior versions to such person or entity and that you retain no copies including copies stored on computer Support We agree to provide you with free e mail support in the installation and use of the Software by writing support clooz com This support is effective from the date you purchase the Software Limited Warranty We warrant that for a period of 90 days after delivery of this copy of the Software to you e the media on which this copy of the Software is provided to you will be free from defects in materials and workmanship under normal use e the user manual and documentation provided with the Software are substantially complete and contain the information we consider to be necessary for the use of the Software and e the Software will perform in substantial accordance with the Documentation Clooz 3 User Manual Clooz Customer Support e 131 We do not warrant that the functions of the Software will necessarily meet your requirements or that operation of the Software will in all cases be uninterrupted or error free We do not warrant Software that has been altered or modified by anyone other than us Any modifications of the Software made by you or anybody other than us will void our warranty responsibilities You agree that this warranty does
97. lds to be used to match records between the old and new files Reference File field Record ID Number RIN Field in target file Record ID Number RIN Record ID Number RIN User Reference ID Reference File DAMy Ancestral File Number AFN tyTMGDatabase__ PJC Familysearch ID File to Synchronize D My Documents Legacy Family Tree Data MyLegacyFile fdb Perfarm Transfer Cancel Figure 55 Identification Number Selection The ability to select any combination of fields to be used in the transfer opens up all sorts of possibilities for using this tool beyond the case where you are moving to new family tree software While building your family tree files if you had entered a User Reference ID for the people in both files you can transfer the links made with Clooz from one of those files to the other As described earlier the fields used in both the Reference and target files do not have to be the same type of identification They only need to contain the same value such as the User Reference ID in one external file actually being RIN values that match the RIN values in another file Likewise both the Reference and target databases can be of the same type of external program transferring the links in Clooz from the reference Legacy file to a target Legacy file All of these details can be quite confusing Our recommendation is that you first open the two external databases at the same time in their respective programs such as in
98. le cceececcccceeceeeseeeeeeeeeees 7 Improved addition and handling of people cccccccccessseeeeeeceeeeeeeeeeseseeeeeees 8 Faster capture Of source information 2 0 ceeeeeeeccccccccceeeeeeeeecceeeeeeaaaeeeeeeeess 10 Improved THexiDility Ol US Cocora dasaarte A E 10 New Capabilities todit ISU uence te ete 11 Improved Report Generation esisiini a r wines 12 Amoma GMIINE Update S spica E ea EA 12 Clooz Features 13 C1007 Miah W mndo Weenen R 13 Espor Bar ere retary Uren nee Mirren eT sre ore ter rore er ar mere eer Toren 14 Menu AR Sa soasee sores du r een acatene sates dueecwacdabanend ee pasarersaieidaeewacdabanerseenesatens 15 Wait IDS LAW Areda N a 16 GVON ates E E E E 16 Compose NIE Warion ien A euaeattarn none sapebinane 20 Sea M TOOL i era on a A 22 Clooz Databases 25 Moara daD E gre a PA eee re eee 23 SCIECU MG a dtabas e nenn E O Dnata 25 TOsCreale anew database orreee rn E EEE 26 To upgrade a database from a previous version essssssssseeesessssseee 26 Change database S erarrtisir Matuaadctaseitetedaxwatiaxetiatuagemast 28 Clooz 3 User Manual Contents e iii CIOSE ddata DiS ann Seidl haies el Ga a a ole diol a Gent a kad 28 Miereine ClOOZ GalaDases seeen a ea ER 29 Patabase IVI anionic E conicere in A 31 Archiving Restoring soceirsenaaeeiia e a a 3l COMI ACHING eissii E E ASEE 31 Locatine Missing Media Files rrsnescninerre e vets 32 Resetting the List of Most Recentl
99. les Sample3 fdb Names in Males are for persons found in Legacy families Add Family Show Suggest Family s Figure 115 Families Tab In most cases when you export a document when you come to the Families tab it will initially be blank unless some or all of the people in this document are already linked to Legacy persons that are already part of families The two important buttons here are the Add Family and Show Suggested Family s buttons 108 e Exporting to Other Programs Clooz 3 User Manual When the Clooz document presents families in a rather consistent way such as in censuses the software will attempt to determine family groups In censuses this is done by ordering people into page line order and then starting a new family with each Head person This will work properly most of the time but it does remain the user s responsibility to review such output before exporting When the Show Suggested Family s button is clicked the suggested families are displayed on the page see Figure 116 Document 1930 US Census St Charles St Charles Saginaw Michigan US MIO0008 People Events Source Repository Families Name Birth Marriage Death Dates Ousterhout lt Ousterhout Travers E Ousterhout b 24 January 1886 m Bef 1914 d Cora B lt Ousterhout gt b 01 October 1892 m Abt 1320 d Alma Ousterhout i b Abt 1914 Alta Dusterhout i b Abt 1915 Joy Ousterhout i b Abt 1917 Ju
100. linked to Businesses e All Businesses in Clooz sorted by ID Alternate ID Name or Owner Name e Selected Businesses in Clooz sorted by ID Alternate ID Name or Owner Name e A business showing all documents that business 1s linked to Buildings e All Buildings sorted by Building ID Address City Township County State Province Country e A specific building with linked people or with linked businesses or with no people or businesses Censuses e All Censuses by Year Personal File Surname Country State Province County e Selected Censuses by Year Personal File Surname Country State Province County e A specific census Clooz 3 User Manual Reports e 89 Census substitutes e All Census Substitutes by Event Personal File Year Surname e Selected Census Substitutes by Event Personal File Year Surname e All Directories by Country State Province County Town ship City e Selected Directories by Country State Province County Township City e All Tax Records by Country State Province County Township City e Selected Tax Records by Country State Province County Township City e A specific census substitute Documents e All Documents by Event Personal File Year Surname e Selected Documents by Event Personal File Year Surname e A specific document Images All Images by Image Event Subject Selected Images by Image Event Subject All Maps by Image Event Subject Selected Map
101. ll Text When editing a field like this you will see a button on the right side of the edit field You can either edit the text within the normal one line text or in a multi line editor which supports separation of the date into lines Clooz 3 User Manual Exporting to Other Programs e 105 Data Values 1930 U S Federal Census Michigan Saginaw County 1930 Federal Census U S Census Bureau B L Federal Census Collection series T626 rolljpart 1023 Washington DC US National File Cabinet Census United States Michigan No files were attached to the document Figure 112 Editing Data with Multi Line Edit Button U 5 Federal Census Collection series T626 rollpart 1023 Washington DC US National Archives and Records Figure 113 Multi line Text Editor Similar to exporting an individual person you can go to the list of Sources using the Clooz Explorer Bar and right click a specific source and select Export Item from the context menu The Document Export function appears but only the source tab and associated repository will be visible This allows you to export a single source without going to the Data Transfer Manager There are several options that can be set in the Options form see Edit menu An option is available to always cite the document s source for each person s name whether or not it exactly matches the name in the document The other option moves source details into the title of the source s
102. lled with any of the items selected for merger Pressing Cancel would undo the merge operation ad frmDictMerge Figure 93 Text Selection Window for Merged Items 88 e Entering Records Clooz 3 User Manual Reports The Reports Menu see Figure 94 allows you to select the type of report you want to generate The choices are similar to other choices in Clooz People Businesses Buildings Censuses Census Substitutes Documents Images and Sources You can print a report of all people all censuses all census substitutes all documents all images and all sources or you can print selected versions of the same choices 1 e all censuses for 1840 or you can print a select report of an instance of the above choices 1 e the 1840 census from Detroit MI containing the Dohertys You can also print a report for one document from that particular document s form There are various choices under the Reports Menu that allow you to filter your reports how you would like them to appear The Help menu will take you to Clooz Help will allow you to connect to various pages on the Clooz website and will take you to a screen that gives you information about Clooz including the version number and serial number People e All People in Clooz sorted by ID Alternate ID or Surname e Selected People in Clooz sorted by ID Alternate ID or Surname e An individual showing all documents or just the primary documents that person is
103. mages Sample Change Current Reset Grid im X cma Figure 137 Media Options 124 e Program Options Clooz 3 User Manual Update Options Clooz performs automatic downloading of updates by default The user always has to approve the actual installation of the update If desired automatic updates can be disabled and then the user will have to request them manually using the Check for Updates command on the Help Menu Clooz has the capability to automatically download and install with user permission the latest update for the software The Clooz application will always be restarted following installation of any update The options for how updates occur are listed below Auto Update Options Do not perform automatic updates Check for updates each time Clooz is started Provides status sci pe ee aay chee ne eee ie on oh Bee a application window An update window will popup if an update is fen for installation Figure 138 Update Options Clooz 3 User Manual Program Options e 125 Source Options Sources contain both a title as in the title of a book and a label a more descriptive and complete identification of the item You have the choice of which of these title or label will appear in the various drop down list of Sources in Clooz The other option under the sources tab applies to the document export function Some users prefer to always cite a source for the person s name as well as an event The
104. match that in the reference file Unless you are sure it is in fact the same person with some minor spelling difference you should Cancel the operation clicking the Cancel button and attempt to figure out what is not like you expected Cancelling however does not undo any changes already made in the process In the case of linking Clooz sources to those in the target file a check is made of the source label the source title and source author if it 1s included in the Clooz source If these do not match exactly no link will be established from Clooz to that source in the external file If there are multiple sources in the target file matching the source in Clooz a warning message will pop up Unable to identify unique match for all sources Multiple possible matches exist Resolve in the Data Transfer Manager Figure 59 Source Match Warning Clooz 3 User Manual People and Businesses e 59 If this occurs no link will be established You will need to identify the appropriate matches manually in the Data Transfer Manager which appears when all links have been made It is important to understand that only those Clooz sources that were linked to the reference file will be linked to the target file as well Visual clues are displayed in the Data Transfer Manager to show which records are linked Note in the next image that an icon appears to the right of the check box indicating that the record is now linked in the Clooz database Ple
105. mn header you want to be the primary sort Then hold down the SHIFT key and click on the other columns you desire as secondary sorting in order of decreasing precedence So in the case of Surname and Given Name click on the Surname header then hold down the Shift key and click on the Given Name header her Sumames rhin Mists Mariage Date De a Hag Date December 1260 al Figure 19 Grid Column Positioning You can also change the position order of each of the columns by clicking and grabbing a header and dragging it to a new position indicated by red arrows between the next pair of columns To remove a column just drag it off the top of the screen However if you do that it can only be restored by resetting all of the grid layouts using the reset button in the Options window which would return all grid settings to their default values If you want to edit an item in any of the grids you simply double click on that item and it will open for editing If you want to add a new item select Add Person or another choice from the explorer bar The context menu right click provides access to some additional commands In each grid Edit Item will open the item selected for editing the same as if you had double clicked it Clooz 3 User Manual Clooz Features e 17 Tr Ly LI eS Coals a AURU PO Edit Item Edit Alt ID s Delete Itern s Merge People Clone a Person Show Search Tool Bar Show Group By box Show Alternate ID
106. ms Research Log items People or Businesses Relationships between Record Types In some cases you will be seeing a mix of record types appearing within the same expanded list of records as listed in the table above In order to make it easier to identify the type of record each one is Clooz inserts a Map Photo or Research designator in the second column for all image and Research Log items a E oer ay OE ps eg Pe ERED te LU Ye ey _ 3 2327 CORDS 2008 Correspondence Corespondencel Fibbee Asrin O H 2322 CORO 2000 Correspondence Correspondence Ebba A J H 758 CEMOOD54 Photo Burial Grave Marker Hillside Cemetery Westl Farrengton Trumbull O Riosnagel Geneal H 995 MAPO0012 B Map Land Ownership West Fanmingion Farmington Center North Blo 0 Rosnagel Genesio a 00021 Research Ausin O Kibbes Kibby mariage ta 1829 a oe Research usin C Kibbee mariage to Emily 1635 E ME Kibbee Ausin Graves bbs b 15 April 1822 wm 5110 Kibbee Austin Sylvester b 22 Newermber 12 Figure 24 Record Type Designators in Composite View Clooz 3 User Manual Clooz Features e 21 The sort order for how data records are displayed in Composite Views is controlled by clicking on one of the Composite View s column headers Only one column can be selected for sorting at a time and this ordering only will apply to the top level record types Appropriate complex sorting is preset for each column For instance for the Surname Give
107. n Add Person The New Person screen opens where you can add information about this person Complete as many fields as possible and then select to either add another person or to exit the screen If you decide you don t want to add this person you can click on the Cancel button which takes you back to the People grid or you can use the Esc key on your keyboard Don t worry about the other tabs on the New Person form yet You will link this person to Censuses Census Substitutes Documents Images Buildings and the Research Log later 3 The Person ID field is an auto numbered field meaning that Clooz automatically fills it in for you It cannot be changed in Clooz 4 Surname Enter the birth name or the name you know him or her by For example enter females with their maiden names If you don t know the maiden name of a female you can leave this field blank Married names are now entered elsewhere 5 Given Name Prefix Title Suffix Title These parts of the person s name are entered in their respective fields Clooz 3 User Manual People and Businesses e 45 6 Married Names The married surname of females if known should be entered into the Married Names field On the People grid it will show up in the Other Surnames column along with any other surname spellings used in any of the documents they are linked to h Magdelina Miller Buildings FE Research Log Leb File Links Person ID e Surname Alternate ID Give
108. n Name Magdelina r E circa 1876 Prefix Title Marriage Date circa 1906 Suffix Title Death Burial Date Married Names Sim Remarks Print Report NewPerson Delete Person Q ok 9 cancel Last Updated By Richard Thomas 6 27 2012 12 06 20 AM Figure 43 Person Window 7 The Alternate ID is a field where you can enter your own number words or letters to further identify a person For example if a person in your files or in another genealogy program was given a different ID than that assigned by Clooz you might enter that number as an Alternate ID number You can also use the Alternate ID field to give yourself additional clues about the new person You could enter a married name for a woman or an occupation for someone to help you separate that person from someone else with a similar name 8 Buirth baptism marriage and death burial dates Enter at least one of these if known to help identify an individual from others with the same name Fill in a completely spelled out date if you wish preferably in the day month year format such as 10 September 1853 The fields allow for 50 characters 9 Remarks This field allows you to enter any additional information about the person that you feel is pertinent 10 When you re through with data entry of people click on the exit button to close the form To edit a person s data 46 e People and Businesses Clooz 3 User Manual If you need to edit a person s en
109. n Name column the sort order is defined as being primarily by Surname and then by Given Name and then by birth year Locations are sorted by Country State Province County and City The column headers in the Composite View will list the format for the contents of each top level row and the first set of expanded records below the top level row in parentheses on the second row of descriptions appearing in the headers Clooe ID Surname Green Hame Other Surnames Vita Dries Personal File fear amp Event Doc Typel Names Appearing Aole Relation Location Des crip jon Figure 25 Composite View Header Example Search Tool Bar The Search tool bar is new to Clooz in version 3 and provides a fast way for you to locate a data record especially if you have been using Clooz for a while and have accumulated lots of data The Search tool bar sits just above the main grid and Group by box Its use applies only to the grid displayed at the time The Search tool bar has several components Column s Condition Criteria Action Buttons Display a A L rr ee Surname Given Name Starts With Io J Find Filter Clear Z Show Grid Figure 26 Search Tool Bar Components The first component is a drop down list of columns which can be searched In most cases these are single columns However with the people grid a combination of Surname and Given Name is supported as well as Other Surname and Given Name The condition componen
110. n Names Elmer 7 B Emerson Royden Forest George Jacob John John Leslie Giehrl Sarah Sarah E william Leslie William WW Arthur H Dmt r IGHEE000 Figure 47 Import Results oo OD Given Names Mae Mary B James Margaret Mary Timothy George Jacob Joan Louise Caroline Charles Charles Francis E D Edmund Edmund Francis E I To add a new business click on Businesses on the explorer bar This will open the Business section of the explorer bar where you can choose the Add Business selection there You will also notice that once you have businesses in Clooz the bulk of your screen will be filled with a grid containing a list of the businesses in your database including their ID Alternate ID Business Organization Name Owner Name Date Opened and Date Closed To add a new business 1 Click Businesses on the explorer bar on the left 2 Click on Add Business The New Business screen opens where you can add information about this business 50 e People and Businesses Clooz 3 User Manual ie New Business oh Info lt Censuses a Census Substitutes Documents er Images oh Buildings Research Log Business ID Alternate ID Date Opened Owner Name Date Closed Business Organizaton Name Remarks Figure 48 Business Details Window 3 Complete as many fields as possible and then select to either add another business or to exit the screen Use the O
111. n pertaining to each person is linked to an individual in Clooz s list of people You could select the person to link to the document manually before entering their details or let Clooz automatically create a new person in the database based on the personal information entered from the document requires a name be entered Fourth save the document and people associated with it Use the report generator to analyze the data in many different ways If you let Clooz generate new people from each document entry you could then merge together the records of people once you can accurately determine they are in fact the same person In a nutshell that s the Clooz approach and it applies to all the records you put in Clooz You no longer need to load up your lineage linked database with people that might possibly be your relative Let Clooz be the repository for all your documents and move the appropriate people to your family tree after doing a proper analysis Clooz 3 User Manual The Clooz approach e 3 What s new In version 37 Clooz version 3 includes some significant changes to its user interface making it much more flexible and easier to use than previous versions We have strived to make the program more useable without having to change your work habits Clooz now provides better support for the paperless work environment while maintaining its longstanding features for organizing physical files For those who are upgrading from pr
112. n the next Figure Here you choose whether to cite the events to the copy of the source already in the other database or to create a new source record perhaps with some modified data values This function is only available with databases to which Clooz has direct write capability Document 1910 US Census Deep River Arenac Michigan US MI00004 W Cite this source Use existing Legacy source Michigan Arenac County 1910 Federal Census Create new Legacy source from information below Data Values M Laba 1910 U 5 Federal Census l Title Michigan Arenac County 1910 Federal Census T Author U S Census Bureau Publication Facts U 5 Federal Census Collection senes T624 roll part 635 Washington DC US Nation Comments Figure 110 Sources Already in Legacy Like several of the remarks fields on other tabs you will see that Publication Facts field in this source gets rather lengthy and is cutoff When you see an ellipsis at the end hover the mouse cursor over the field to see the entire text ata sis el 1930 U Federal Census Michigan Saginaw County 1930 Federal Census U S Census Bureau U Census Collection senes T626 roll part 1023 Washington DC US Natio Fu jet ha ited Stai Aichi allata Sasi i ateg Pl a Federal Census Collection series 1626 roll part 1023 Washington DC US National Archives and Records Administration Figure 111 Pop up Display of Fu
113. nce number Ancestral File Number or FamilySearch ID Not every external file supports all of these options For example when transferring from The Master Genealogist or GEDCOM files the only option for synchronization is using the RINs Both Legacy and RootsMagic support the full set VERY IMPORTANT Remember that your Clooz file is the central player in this synchronization process In the instructions that follow the external file you previously linked with Clooz is referred to as the Reference File The external file that you wish to apply these same links to is referred to as the Target File Always backup your Clooz database before proceeding The synchronization or transfer process to a new database begins with your Clooz file Click on the External File Links button in the Explorer Bar left side of screen to display the current list of external files you have previously linked to Clooz Right click on the file you want to use as the reference file Clooz has links to this file The familiar pop up menu will display but the new Transfer Synchronization menu item will appear as the last line item as shown in the following figure Click on the Transfer Synchronization option ID Starts With jv Find Y Filter Clear Show Composite Drag a column header here to group by that column ID Type File Path Records Linked Last Used ot x E Tha Msotari 10 13 2014 Edit Item Delete Item s Show Search Tool Bar Show Gro
114. nd then import it into the other program using its import or merge capabilities Other than that the process is similar Of course you are left in complete control of which details get exported using the features on the Document Export form Document 1930 US Census St Charles St Charles Saginaw Michigan US MI00008 People Events Source Repository Families Person Data Types Data Values Travers E Ousterhout b 24 January 1886 m Bef 1914 d Deceased Given name s Travers E Surname Ousterhout Prefix Title Suffix Title Sex M Birth Date 24 Jan 1886 Cd Death Date Deceased Cora B lt Ousterhout gt b 01 October 1892 m Abt 1920 d November 1975 Alma Ousterhout b Abt 1914 Alta OQusterhout b Abt 1915 Joy Ousterhout b Abt 1917 June Ousterhout b Abt 1918 E E Export File CA Users RichardiDocuments Legacy 7 Files Sample3 tdb Export Figure 3 Document Export Form It is even possible for you to designate the parent child relationships and build families so that the exported persons are properly linked when they appear in the other program 6 e What s new in version 3 Clooz 3 User Manual New document templates and reports Clooz version 3 includes templates and matching reports for several censuses released to the public following the previous Clooz version 1940 US Census 1911 UK Census 1916 Canada Census Better handling of digital files and URLs Version
115. ne Ousterhout i b Abt 1918 Export File C Users Richard Documents Legacy 7 Files Sample3 fdb Names cn Males are for persons found in Legacy families Show Suggest Family s Close Figure 116 Suggested Family for Export In this case it worked perfectly To perform this function manually use the Add Family button which provides a table for selecting which people belong in the family and whether they are a parent or child Only two parents are allowed and child must mean son or daughter If a grandchild appears in the census group a second family must be started with that child and his her own parents This like most of the external programs only provides a way of saving parent child relationships Clooz 3 User Manual Exporting to Other Programs e 109 Name Parent Child Role in document Birth Marriage Death Dates Travers E Quster Head b 24 January 1886 m Bef 1974 de ite b 01 October 1892 m Abt 1920 dz Daughter b Abt 1914 Daughter b Abt 1915 Daughter b Abt 1917 Daughter b Abt 1918 Figure 117 Select Family Members Finally if one or more members of the people being exported already are linked to a person in another database and they are already established in a marriage or parent child relationship they will appear on the Families Tab when it is first displayed in Italics Any other family members from the other database whether in the list of Clooz people or not will also be displayed
116. not require us to customize the Software develop new features or modify the Software for specific computer hardware To the extent permitted by applicable law THE FOREGOING LIMITED WARRANTY IS IN LIEU OF ALL OTHER WARRANTIES OR CONDITIONS EXPRESS OR IMPLIED AND WE DISCLAIM ANY AND ALL IMPLIED WARRANTIES OR CONDITIONS INCLUDING ANY IMPLIED WARRANTY OF TITLE NONINFRINGEMENT MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE regardless of whether we know or had reason to know of your particular needs No employee agent dealer or distributor of ours is authorized to modify this limited warranty nor to make any additional warranties SOME STATES DO NOT ALLOW THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES SO THE ABOVE LIMITATION MAY NOT APPLY TO YOU Limited Remedy Our entire liability and your exclusive remedy for breach of the foregoing warranty shall be at our option to either e return the price you paid or e repair or replace the Software or media that does not meet the foregoing warranty if it is returned to us with a copy of your receipt IN NO EVENT WILL WE BE LIABLE TO YOU FOR ANY DAMAGES INCLUDING ANY LOST PROFITS LOST SAVINGS OR OTHER INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING FROM THE USE OR THE INABILITY TO USE THE SOFTWARE EVEN IF WE OR AN AUTHORIZED DEALER OR DISTRIBUTOR HAS BEEN ADVISED OF THE POSSIBILITY OF THESE DAMAGES OR FOR ANY CLAIM BY ANY OTHER PARTY SOME STATE
117. nt along with a designation of their role Clooz 3 3 will setup all of the witness sharing when exporting to Legacy 8 Otherwise shared events witness roles can be export to RootsMagic TMG and Family Historian FamilyTreeMaker does not support shared events In the case of all other Clooz document types such as censuses and census substitutes Clooz will treat all of the people linked to the document as primary Each will get their own event in Legacy whether they had the role of Head Wife Son or Daughter etc In many cases especially with censuses where all family members are listed a summary of useful information is added to the event in the Notes field So in a census family each person would have this summary in their census event notes as shown in Figure 107 This is editable in the Events Tab by expanding the lines under a person You can also see the Alternate Name or AKA field which contains the name of the person as it was entered on the document Like any element if you do not want an AKA entry for each document you are exporting just uncheck this box But if you do there will be no record of what the actual form spelling of the name was for the person in that document except perhaps in the Notes za E Ter e e O er eeg oO i E n l Eta i a w lt Ousterhout gt Cora B wife i Alternate Name AKA Cora B Ousterhout Event Notes Ousterhout Traverse Head M age 44 Married Source Detail St Charl
118. ntext right click menu A form then appears to give you more clues as to what the file might be 32 e Clooz Databases Clooz 3 User Manual File FILE NOT NAMED IN DATABASE Media ID Field Image or Document Type Data E ID 1 Image Fhoto 001 Image Type Fhotograph Portrait 1 July 1880 Charles Doherty as a young man File Created Unavailable Last Modified Unavailable Size Unavailable Close Figure 37 More Information Form The panel on the left side of the Media Location Tool form has some optional control features such as whether you wish to see all the media references in the Clooz database or only those that are currently missing The Locate File Media Info and Remove Media buttons that appear on the Media Location Tool s toolbar will only be enabled when a file is selected highlighted in the tree structure since they each only apply to specific files You can use the Locate File button to set the correct location of a single media item Just select the file in the list and then when the normal Windows Open File dialog appears browse to the desired file and click it You can even select a file that has a different name than what Clooz had a reference to helpful when the name of the file has been changed The Remove Media button can be used to eliminate the reference in Clooz to that particular file whether it is currently missing or not If the file is not missing the file itself is not deleted Onl
119. ntly than newspapers therefore they are usually valued more for their feature content than their news content Webster defines a journal as a periodical dealing especially source Name fr Cloozlists Sree Type suceTie Article Authors Publication Cost if Month Year Volume Purchased Reser _ Digital Files Figure 83 Journal Source Template 80 e Entering Records Clooz 3 User Manual with matters of current interest Examples of journal sources include the National Genealogical Society Quarterly and the New England Historical and Genealogical Register Everyone should be familiar with newspapers Today newspapers come out daily biweekly or weekly and contain news for a given locality In our ancestors times newspapers might have been published less frequently but were still considered newspapers Webster describes a newspaper as a paper that is printed and distributed usually daily or weekly and that contains news articles of opinion features and advertising Select Newspaper as a source if you have an obituary from a newspaper The newspaper itself is the source but the obituary would be entered as a Clooz generic document aS Oe F amp Newspape Source Detail Microform CD Information Source Location if Owned SOUrCE l Label Source Type Newspaper Source Title Article Title Article Author s Publication Pire Publisher Publication a 3 Cost if Day Year Vol
120. nts such as vital records the best choice may be Certificate for other records the best choice might be Register If you re unsure of the source type check the Source section in this manual for suggestions Once you select a source type the appropriate Source screen will open When you complete entering the Source information click on the Exit button and you ll be taken back to the research log screen The title of your source will appear in the Source Title window Sources already selected on this form can be edited in the Source editing form by right clicking on the source title and selecting Edit Enter your Search Objective This can be something like the entry above finding Eugene Pahnke s death record or writing for a birth certificate Be specific The search objective shouldn t be too broad that you need to search multiple sources for the 1tem because you can only link one source to a research log This may help you focus on exactly what it is you re looking for Enter the Time Period covered by this search objective Enter the Results of your research This is a crucial part of the research log Without the results there s no point in keeping track of your research Be sure to fill this section out It may save you from doing duplicate research in the future Personal File This field can be skipped if you didn t find what you were looking for in the source You can also skip it for now if you did find what you wer
121. nts on his computer and drag them into Clooz He could even highlight the source citation information on the data provider s web page and drag it into Clooz It didn t automatically get dissected and reformatted wouldn t that be nice but at least the information was captured He could then easily fill out Clooz s form for the source by copy pasting segments from what he had captured Less typing is good he thought Clooz 3 User Manual Using Clooz e 37 Using the documents Frank was entering he entered the details related to each person listed in the document and let Clooz generate a new person record and link it to the document After entering all the documents he could find that might relate to the family he was interested in he printed himself a few reports and sat back to mull over what it all meant Finally he was able to prove to himself that several of the documents related to the same person so he merged those people together and added a remark to the combined set of records detailing his logic Joan would be proud he thought He was now on the way to building a well founded family tree Case Study 3 The Professional Elizabeth was a certified genealogist for many years People would come to her with the most extremely difficult cases One of her problem solving approaches was to do single surname studies in discrete geographic locations She was proficient at using a spreadsheet program but sometimes it just fell a bit shor
122. nual Sources Some new source entries were created for you during conversion These will need your attention In versions of Clooz before 2 0 census and photo records didn t have source entries The information about these records was on the input screen In order to standardize data input in Clooz all templates now are set up similarly and require source input onto source templates Therefore during conversion Clooz created census and image sources for you and arbitrarily gave them titles Census records were given a title such as 1870 US Census 002 and were converted as Document sources The source title for photos was taken from the description field and images were converted as Image sources You should spend some time making these sources conform to your style of citing sources Additionally since Clooz didn t know what type of source your existing sources were they were all except censuses and photos converted as Book sources You should go through each imported source and select the correct source type based on descriptions on the Sources pages in this manual Clooz 3 User Manual Converting from Clooz 1 x e 135 Repositories The repositories that you had listed on the source template in Clooz 1 x will be imported into Clooz 3 You will find them listed in the Repository category on the Clooz explorer bar If you want to record the address and Web information for your repositories you ll need to edit each one to add t
123. nual e Immigration documents providing an immigration year e Naturalization naturalization records e Census census documents e Social Security Number social security records e School school directories e Deed deed records e Land farm directories tax records Irish Valuation Tithes You may have noticed the red icon in the figure below beside Alta Ousterhout This signifies there is a problem within her data For instance when there are problems formatting dates with peculiar content the icon will appear to draw your attention to the situation Typically this will either involve misspelled month names or abbreviations or not having a space separating letters and numbers Positioning the mouse cursor over the field will provide an explanation of the reason for the alert Once the typo in the date has been corrected the alert should disappear W Birth Alta Ousterhout a w Residence Alta Dusterhout i Date 7E onl 1930 v Location St Chal Date is not formatted correctly or contains a spelling error W Description Belle Ave Iv Participants Detail 1 i Ousterhout Alta Frincipal i Private E Figure 104 Alert Icon for Problem Situations The next important concept with the Events tab is the event participants group For most Clooz document types the details forms apply solely to one of the people linked to the event which is the case with all censuses However some document templates notabl
124. o begin the Document Export process ID Personal File Year City Town Township County State Province Country 1005 OHO00102 1900 Greene Trumbull Ohio US 1006 OHO0103 1930 Orwell Ashtabula Ohio US 1007 OHO00104 1920 Cleveland Cuyahoga Ohio US a Bee a 1009 OHODIDg 1900 Cleveland Ve Edit Item 1010 OHONO 1910 Cleveland al Delete Item s Us 1011 PAQOOO1 1920 Oil City US i012 FAD0002 1320 Oil City beets Ry is 1013 PAQOOO3 1930 Oil City us Show Tool Strip 1014 PADOOD4 1930 Spring ie US 1015 PAD0005 1900 Erie Show oop By ben Us 1526 VTO0001 1850 Caledonia US 127 YTO 18440 Avenate Caledonia VWennwnnt WS Figure 100 Context Menu with Export Item command The Document Export form will appear when you click on the Export Item command after right clicking a document of any type It is on this form where you can select which people and their individual events get exported as well as edit the information to be saved in the other database When everything is reviewed and determined to be what you want to export you click the Export button and then follow the procedures required for that particular database type 96 e Exporting to Other Programs Clooz 3 User Manual Document 1930 US Census Cleveland Cuyahoga Ohio US OH00067 Document Selected People Events Source Repository ee Tabs Ferson Data Types Current Legacy Value Data Values James Naylor b 26 January 1889 m 26 December 1925 d 23 M Agnes
125. o documents and sources in your database Description a yr n SCS Pi oe e F a FF Dia Smem Ye O Mo Yor C D A ID Suma gt Given Name Birth Date Marriage Date Death Date Details nel Business Figure 76 Images Template Clooz 3 User Manual Entering Records e 75 The details form for photographs is extremely simple Figure 77 Photo Details Form The map detail form has many more specific fields that you can use Range Tomship Secon tattude Longitude Boe Cancel Figure 78 Map Details Form 76 e Entering Records Clooz 3 User Manual Sources We know some people aren t diligent in properly documenting sources We won t lecture you on its importance But we will say that Clooz can make the task a little easier Clooz provides forms to document your information They include fields for Source Titles Authors Publishers Repositories Call and Roll Numbers and Remarks and more You only have to enter this bibliographic information once because Clooz memorizes it for you The Clooz source templates are based on Elizabeth Shown Mills book Evidence Citation amp Analysis for the Family Historian Baltimore Genealogical Publishing Company 1997 Elizabeth Shown Mills does have a more recent book Evidence Explained Citing History Sources from Artifacts to Cyberspace Second Edition revised Baltimore Genealogical Publishing Company 2012 Due to
126. on 3 has been improved through optimization of the database activity in collecting the data for the report This results in faster appearance of the report you wish to view Numerous other small corrections were made to the report templates or data Automatic online updates No software is perfect and issues will always be a fact of life However Clooz version 3 contains an updating capability to download the latest updates to the software This gets you fixed and updated in short order Likewise smaller improvements can be distributed without waiting for the next major version An option exists for you to turn off the automatic check that otherwise occurs each time you start Clooz You can also manually request a check for updates at any time Updates will not be installed in any case without your approval at the time SLE F Click to update Clooz Version 3 0 23 0 An update is ready Update information Version 3 0 24 0 Published Monday June 25 2012 Size 5 15 MB Details Tweak the tab ordering for a few forms Fixed the default root directory option Update Figure 12 Popup Window When an Update is Ready 12 e What s new in version 3 Clooz 3 User Manual Clooz Features Clooz Main Window Navigating around Clooz is fairly straightforward All of the features available in Clooz can be easily reached from either the Clooz Explorer Bar or the Clooz Menu Bar Menu Bar Search Tool Bar aga Find F Fil
127. onal File Starts With jr Find yY Filter Cle i Show Grid looz ID Personal File i Your Es ont _Locabon Names Names Appearing Role Relaton Age Mica Omes te MID0003 1900 US Census Deep River Arenac Michigan US z 846 OHOOOO 1500 US Caneus Brooklyn Cuyahoga Ohio US E B4 E 72 Carrwchael Pichard Carmichael Rochard Head Age 36 b December 1553 m O3 Apni 1689 d Februar Fox Rosa Carmichael Rose M Wife Age 29 b 25 Jarwery 1571 m 03 April 1569 d 20 Jun bE Carmichael Fred Carmichael Fred W Son Age 9 b 25 Jaway 1891 m 10 Agel 1917 d 05 Dec a 847 OHOCCO 1900 US Census Population Sched Carmichael Fred W Son Age 9 independence Cuyahoga Ohio US NEWSUOO 1907 School Gereric Document Carmichael Fredde Perionmer South Park Cuyahoga Ohio US 8253 0H00008 t910 US Census Population Sched Carmmchael Fred Nephew Age 19 Cleveland Cleveland Cuyahoga Obio US ii ArAnA bna 4 ma Pi Pa i A mde m Figure 23 Composite View When the Composite View is first displayed it will list all of the same records as displayed in the Grid View according to the particular Explorer Bar button which was selected The editing functions in the context right click menu and the Find Filter functions work the same in the Composite View as they do in the Grid View When a person is selected from a level below a document document is the next higher level in the tree structure you have the option of either
128. ons Clooz 3 User Manual Exporting to Other Programs e 99 Document 1930 US Census St Charles St Charles Saginaw Michigan US M1100008 People Events e Birth Date Location Description Participants Detail I Ousterhout Travers E Private Media I MIO0008 jpq Occupation Residence Birth Occupation Residence Birth Occupation W W W W W W W W W W EC ae 1886 Michigan ped on age 44a of 7 April 1920 Principal O 1 file is attached to the document D Rosnagel Geneslogy Census Travers E Ousterhout Travers E Ousterhout Cora B lt Ousterhout gt Cora B lt Ousterhout gt Cora B lt Ousterhout gt Alma Ousterhout Alma Ousterhout Alma Ousterhout Alta Ousterhout Alta Ousterhout Figure 103 Events Tab When possible though Clooz can create any of the following event types in an external database from the Clooz document types listed e Birth birth records and any documents providing an age as of some date e Marriage marriage records e Death death and burial records mortality censuses e Funeral burial records with funeral field filled in e Burial death and burial records e Occupation documents providing an occupation or profession field e Religion censuses with a religion field e Residence documents providing a street address 100 e Exporting to Other Programs Clooz 3 User Ma
129. opriate file and click Open 4 Libraries Documents Documents Legacy Family Tree Data Search Data Organize v New folder SSD OS C Data D ca Programs E a PES lt 3 DVD RW Drive F ype Legacy Genealogy Software c BD RE Drive G ce aor 10 13 2014 5 11 PM Seagate Backup Plus Drive H B Sample fdb ca Backups l es Removable Disk K ee Removable Disk L es Removable Disk M el Removable Disk N coy RAMDISK 0 a Removable Disk R amp BD ROM Drive Y Virtual BD drive os BD RE Drive Z Virtual BD RE drive 3 Libraries thi Network v lt No preview available Legacy Database fdb File name MyLegacyFile fdb Figure 57 Target File Selection 58 e People and Businesses Clooz 3 User Manual The file paths for both the reference and target files should now be displayed at the bottom of the Synchronization Transfer Tool Reference File field Record ID Number RIN hd Field in target file Record ID Number RIN hd Reference File D My Documents Clooz Data TMG Files MyTMGDatabase__ PJC Cancel Figure 58 File Path Display Now click on the Perform Transfer button to begin the transfer process If you are attempting to apply a set of links where the identification numbers in the target file do not properly match those from the reference file you will likely see pop up alerts stating that the name of the person in the target file does not
130. ory ID 12 National Av Current Function Historic Function Owner ship Description Found ation Walls Roof Other Buildings Features Other History Maps Title Search Original Owner Historical Sig Sig Statement Figure 69 Historical Information form for Buildings Press OK to save the forms you have open and the building will now appear in the main grid list 68 e Entering Records Clooz 3 User Manual Censuses This section will show you how to enter all of your census records from the United States Canada United Kingdom Ireland France Germany Norway and elsewhere Template forms are available for U S federal Canadian U K Irish French German and Norwegian censuses e U S federal decennial population schedules from 1790 1940 e U S federal non population schedules from 1850 80 e Canadian decennial population censuses from 1852 1916 e Canadian non population schedules where available e U K decennial censuses from 1841 1911 e Irish surviving censuses for 1901 and 1911 e French censuses 1831 1901 e Mecklenburg Schwerin Germany census for 1819 e Norwegian censuses for 1801 1900 e Other types of censuses in two generic forms the head of household and every member in the household for censuses not having specific templates like state censuses To enter a new census record choose the country of the census you are interested in on the Explorer Bar along the left side
131. ou have saved a copy of a document to your hard drive then you would click on the Add File button to the night of the Digital File window If the copy of the document you have is in graphic format 1 e saved with an extension such as JPG or TIF then it will be treated as a Picture If you have a text transcription of the document i e saved with a TXT RTF or DOC or other extension Clooz will treat it as a Document Finally if a URL for an Internet web site is entered in the File Path URL cell directly or dragged from an Internet browser program it is recognized as a Website The View button will have the system attempt to display the file using whatever software you have setup Windows to use as your default viewer for that file type The Remove button will eliminate the link to the selected File Path URL the actual digital file is not deleted Description File Path URL v Gia Add File Undo E a F Renove Co py Ctrl t DAMy Documents Cloor images Census lmage jpg Paste Ctrl V at Primary Files U RL Description Faste as New e ntry ge Line Surname Given Name New file entry Death Date Details IB 4 Sim James A Delete IB 35 lt Sim gt Mae IB 36 Sim Maxine View item IB af Sim Dorothy Select picture as primary Figure 64 File Path List Context Menu The context menu for the digital files list can be displayed by right clicking on the list of files You can use this menu to paste in text either to an
132. our database Select Yes Convert CLOO Data This CLOOZ 1 23 database will now be converted Depending on the F size of your database this may take awhile Continue v Figure 30 Request to Upgrade Database 26 e Clooz Databases Clooz 3 User Manual 5 A window with a progress bar will appear as the upgrade takes place If it is successfully completed the following message will appear offering to display the upgrade log CLOO Database Conversion The database upgrade has been successsfully completed Do you want to view the upgrade log Figure 31 1 x Database Upgrade Completed 6 You are now ready to use the database in version 3 7 Ifan error had occurred a similar window would have appeared as above but stating the upgrade completed with errors or with warnings Warnings are usually associated with missing digital files and can be fixed in version 3 Be sure to copy the warnings from the log for reference on which images to fix Errors are more serious You should contact Clooz support to resolve the issue before using a faulty database Upgrading from version 2 x of Clooz Before beginning be sure you have both your cdb and fdb files for the database 1 Select Open an existing Clooz database from the action screen shown on the previous page and click OK or select Open Database from the File Menu 2 A Windows dialog form will appear to select the file Locate the Clooz database file you want to upgrade
133. ource splitting resulting in a larger number of sources versus maintaining separate citation details for the various details under a fewer number of master sources source lumping Note that if a document has no associated source information cannot be entered into the source fields on this export window Sources must be created within the standard Clooz document editing capability The alternative would be to create the source in the target program following the export if you don t want it to be in Clooz for some reason 106 e Exporting to Other Programs Clooz 3 User Manual Repository Tab The Repository tab has the same capabilities as the Source tab You can also export an individual repository by right clicking it in the main view Repositories list The Document Export form will appear with only the Repository tab being visible Similar to the Source tab a checkbox is provided for you to designate whether the repository should be listed with the source If their already is a repository having the same name in Legacy additional buttons will appear to designate whether to use that existing repository or to create a new one 1930 US Census St Charles St Charles Saginaw Michigan US MIO0008 Repository Parameters Repository Name Ancestry com Address line 1 360 West 4200 North Address line 2 City Prowo State Utah Postal Code 34604 Country US Phone 1 Phone 2 Email Notes Subsc
134. ox Aosa Carmechael Fred 1900 US Census Population Sched 1907 School Genenc Document 1910 US Census Population Sched 917 Manage Martrage Record 7920 US Census Population Sched 1331 Bure Burial 1931 Death Death Recced 3100011 1931 Death Notice Generic Document 1943 Desth Notice Genenc Document 1950 Oeath Notice fGenenc Document Carmachael Norman Carmechael Grace OHOOKS OM00008 0H00011 OH00012 OWH00025 DHOOM OHO0106 OH00120 0H00132 OH00135 Figure 1 Composite View Sind Ed Filter Nemes Appearing RolePRelstion Age 1900 US 130 U Camuchsel Carmichael Rose M Year amp Event Census gt fitus Carmichael Fred W Camchael Fred W Carmmichani Canmchsel Larrmchee Fred v Carmchael Carmichael Fred Carmichael Fred W Carmichael Fred W Carmichael Lanmchar Pecherd Heed Lage 36 ife Age 29 Son Age 9 Son age 3 Freddie Performer Fred Nephew Age 19 Groom tage 26 Fred Head Age 28 Deceased Decessed Age 40y 10 Deceased Age 40 Fred Son Age decd Fred Brother Camichael Norman L Son Age 7 Cetmcheel Grace 1300 US 100 US 1300 US 1800 US 1800 US 1300 US t300 US 1300 US 1300 US 1800 US 1900 US 190 1800 US 100 US 1300 US 1800 US Census Census Census Census Census ansa Census Census Cansvi Census Census S Census Census Census Cent
135. pelle Marcus Record Type E Crotty Timothy E 1801 Chapelle Marie People O 1276 Davies George M 363 Crome Catherine Romaine j mE 17231 Navies dannh Figure 49 Edit of RIN in Data Transfer Manager The identification number for our person of interest Charles Salomon Chapelle has been highlighted in yellow in Figure 49 for clarity This is the number we want to track so you would enter it into the RIN field on the Clooz side Once you press ENTER or click on another row the linkage is established note the icon now appears in Figure 50 below E RIN Surname Given Names E 1284 Susannah E 1758 Ball Ann 1795 Chapelle Charles Salomon E 1794 Chapelle Eberhart E 1799 Chapelle lsaac Martin E 1797 Chapelle Jeremie E 1798 Chapelle Marcus E 1801 Chapelle Marnie Ir 363 Crouse Catherine Romaine MyLegacyData fdb a 5 ae cample cdb B 8 A E RIN Surname Given Names Simi Mae Blackwell Mary B Import O 1795 Chappelle Charles Salomon James lt 2 Export m1 m1 Record Type a Crotty Timothy People LL B 1276 Davies George 1281 Davies Jacob Figure 50 RIN Edit Completed Once you enter this number Clooz will maintain it with the same consistency checks each time you open the Data Transfer Manager window An easy way to open the Da
136. people or businesses listed will not themselves be deleted Use this carefully 15 If you find an item associated with this Research Log entry enter the Results and optionally add a Personal File to that field and then click on the Transfer to Clooz Template button The following screen will pop up allowing you to choose the type of Clooz document template appropriate for that document 42 e Using Clooz Clooz 3 User Manual H Select a new Template Choose a template from the list below Once you click on Create Template you will be taken to the appropriate template and some of your data from the research log will be copied there for you You will need to enter the remainder of the information on the new template as well as fill in the details for each person Figure 41 Template Selection Window 16 Select the appropriate template and then click on Create Template The template will open with your Personal File source information and linked people already there for you You will need to complete the rest of the fields in the template as well as filling in the details for each person linked Clooz 3 User Manual Using Clooz e 43 People and Businesses Nearly everything in Clooz is focused on documents in some way or another As family history researchers what brings us to use Clooz is ultimately finding more information about people as well as businesses they may have been associated with But from the Clooz perspect
137. ports 89 iv e Contents Clooz 3 User Manual SClECUNS a REPO dicissh crite ceicduiehialrei tal teas Aticd aida halter S 90 V 1 WA a R DOUG e EE 92 Exporting to Other Programs 94 Exports Using the Data Transfer Manager ccccccsssseseeecceeeeeeeeeeesseeeeees 95 Exports Using the Document Export FUN ction ceceseesecceeeeeeeeeeeseeeeeees 96 People TaD siesactiansseentanens astaisapetedasun athens a ath eusteetiaamout ans 97 FEV CUS TAO ar a sssttaregssitoces sieeadtee en seus too sn sataaaeuaeeattea aces eesee sac ebeaceees 99 SO e T 0 Renee ere ere ze neni E ee enter re errr 104 Repos rony TaD deriva alienate 107 EAAS A E eto AA E E E EA E E E T E 108 Program Specific Export Procedures ienie 111 De ACY E A E EA E D E E E A A E E E A 111 RoosG Mao Ceen a a 111 The Master Genealolisleeinieniesise iii O 115 Family TreeMakef wx caccenicedetensecacun soiedandadeeacibietindetendeeeaiecetedoniadenaaieenabes 116 amity SCO AN satis patos sited tea a ead torent 119 Program Options 122 SPAL ENL CO PU ONS piss ut astacn tients fate madi taetasbacntdeetea ts tae encetuetertel 122 Imporin t OPOS eci A a 123 Medid OPON S aseena a e a 124 Update OPIO eneren e a edassatetcaaduece eens 125 SOUC ODUN ras a E r tinge 126 Document ODHOD seems ae a eRe nee ar Ree 127 CENSUS OPUONS erisera a O 128 Clooz Customer Support 129 CUE CUAL AMC e gs a ealhniaasialed say cohanentneiettaincidceneeel vate 129 SOMWare Deense TOR COO Z pes cicsaescs
138. r a Data Transfer Manager sample cdb Thomas Project cdb BB BB lt ID Surname Given Names v ID Surname Given Names 1833 lt Sim gt Mae 1478 Blackwell Mary B 1736 Crotty James 1435 Crotty Margaret 1802 Crotty Mary 1734 Crotty Timothy 1649 Doherty Caroline 115 Doherty Charles 107 Doherty Charles Francis 1817 Doherty E D Sources 1437 Doherty Edmund 1443 Doherty Edmund 1486 Francis E 1464 i James 3334 i John 1441 John Charles 1717 Marnar C Record Type People v v 7i v i v v i v 7i 7i i v v 7i v Figure 34 Data Transfer Manager Ready for Merge 5 The right side is our destination database which happens to be empty in this example The source for merged data is on the left All elements are selected for transfer To initiate the merger click on the Merge Entire Database button in the center of the window Clooz 3 User Manual Clooz Databases e 29 Merge the Clooz databas _ tr agajn ue E You are about to merge all documents details and links regarding 43 people and 16 sources from sample cdb to your Clooz database Large files will take a few minutes A copy of your current database will be made as backup Do you want to continue v Figure 35 Merge Verification Message 6 A message verifying your request is displayed Click Yes to proceed 7 Progress bars will appear at the top of the window to show progress Large databases can take a number of m
139. r business from the document ID Alt ID Page Line Surname Given Name Birth Dat Link existing people businesses to document Enter details for new person or business Edit details for existing person or business Unlink selected person business Figure 66 Link Grid Context Menu Clooz 3 User Manual Entering Records e 65 Common Buttons All of the document template forms have buttons for deleting the entire document including all of the links and associated details but not the actual person or business for printing a report summary of the document contents and the standard OK to save and exit and Cancel drop any changes made on that form buttons Sometimes in Clooz you can call up one form from another such as displaying the details for a person when double clicking their entry in the Link Grid You need to know that if you click OK on the second form pressing Cancel on the original form will not undo the changes made earlier on the second form Once you press OK on any form the data associated with that form is saved Each time a document is saved Clooz will check to see if a birth or death event can be determined from the data If the main record for any of the people linked to the document has a blank birth or death date field Clooz will automatically insert the value from the document If a value is already present in the person s main record no further action is taken unless it involve the
140. r database This allowed her to be able to reference and locate people accurately between her various digital tools She was convinced that Clooz belonged in her toolkit Case Study 4 You How can Clooz meet your needs 38 e Using Clooz Clooz 3 User Manual Planning your research Planning your research and setting specific objectives is an important element of a well structured family history research effort Clooz provides a Research Log to assist you in this particular task Log ID Repository New Repository Source Title New Source Search Objective Time Feriod Results Fersonal File Description File Path URL o Peme Gk Caiew Cemre Deen eee TO R ca Business Figure 39 Clooz Research Log Form Research Log What is a research log A research log helps you keep track of all of the research that you are conducting whether you have positive or negative results Itis important to keep track of the research you conduct so you don t repeat the same research multiple times With so little time available for research who needs to look for the same thing twice In Clooz the research log has been taken one step further If you use a laptop while you re researching you can use the research log form to keep track of everything that you look at You can record the results of your research right then so you don t have to rely on your memory If you make copies of items you find that per
141. re you select one with a zip extension Clooz will restore your archived database Since the archived files are stored as Zip files you can also look at the contents of the Zip files using commercially available programs such as WinZip or WinRAR You will still need Clooz to look at the data in your databases but you can use these programs to ensure that your databases have been backed up properly Compacting Compacting your database allows you to tidy up the data eliminating any deleted references This usually makes the database a little smaller This is a housekeeping function that should be performed regularly In Options on the Edit menu you are given the choice to automatically Compact and Archive your databases The default selection is for Compact to happen every time you close your database Archive is not automatically selected for you To change these options go to Edit Options on the Clooz Menu bar There are numerous reasons why the compacting process could fail Do not be alarmed Your data is safe since the compaction is on a copy of your original file Clooz automatically puts your original file back in place if an error occurs There are settings in the Option menu to turn off reporting of the compacting errors The popup message that appears on the screen during compaction will indicate at the very end before disappearing if the compaction was successful It is only important that the compaction succeed occasionally to keep
142. ription required for most databases A division of MyFamily com 1 file is attached to the document J 1930UnitedStatesFederalCensus_4354967_ C Users Richard Documents Clooz DatalClooz Attachments M M M m M m M M M M M Je Export File C Users Richard Documents Legacy Files Sample3 fdb Export Figure 114 Repository Tab Note that if the document and source being exported has no associated repository one cannot be created in this window To add a repository the document s source must be edited using the standard Clooz capabilities Clooz 3 User Manual Exporting to Other Programs e 107 Families Tab Families are somewhat a foreign entity within Clooz which is totally document based However families are the critical structure in lineage based program like Legacy When you export a group of persons to any of the family tree programs you would then have to establish any parent child relationships applying to the group s members So Clooz attempts to minimize the labor required by assisting you in establishing parent child relationships that are to be formed by the export Be aware though that any families you create in this tab of the form are not retained in any way by Clooz They only get saved in the external database not in Clooz Document 1930 US Census St Charles St Charles Saginaw Michigan US MI00008 Birth Marnage Death Dates Export File CAUsers Richard Documents Legacy 7 Fi
143. rother or other family member No red tape or endless phone menus What s more these services are free for registered users Like the world of genealogy Clooz is changing Version 3 contains many new features and revisions that you ll discover here If you have suggestions for changes additions or ideas for future upgrades to Clooz feel free to send them to us by email at ideas clooz com We hope you enjoy Clooz We are so proud of it we provide a money back guarantee for CD purchases through the Clooz website Now isn t it time to stop postponing organizing your family records and start using Clooz today Clooz 3 User Manual Welcome to Clooz e 1 Clooz Online Resources Clooz Home http www Clooz com Page moe Trami http clooz3videos ancestralsystems com Videos i http www facebook com cloozbyancestralsystems AncestralS ystems https twitter com CloozJoe Clooz User s Forum on http lists rootsweb ancestry com index other Software Clooz html RootsWeb 2 e Welcome to Clooz Clooz 3 User Manual The Clooz approach In order to understand how to best use Clooz you will need to understand the Clooz approach You re probably familiar with genealogy software programs You enter the names and pertinent information about people in your family That is a lineage linked program Clooz is a genealogy utility program You enter documents that contain people so it is called a document based program Each
144. ry F 382 Daugherty Raetta Irene few oe lj E 1797 Davies Claire Blanche People E E 1288 Davies Clayton H H 12291 Davies Jacob Figure 97 Selections Made for Exporting You then click on the Export button Clooz displays a confirmation message and you click on Yes Output to the Legacy database You are about to output 4 people to the Legacy database It is highly recommended you have a current backup copy of the Legacy database Do you want te continue Figure 98 Export Confirmation Message Clooz then performs the export operation When completed the ID or RIN values that Legacy created for the new records are now shown on the Clooz lists F 1798 Chapelle Marcus Blackwell Mary B E i Marie Import Charles Salomon James m E Margaret Mary Timothy Catherine Romaine People ae E 382 Daugherty Raetta Irene F E 1281 Davies Jacob Figure 99 Updated Lists after an Export Clooz 3 User Manual Exporting to Other Programs e 95 Exports Using the Document Export Function The Document Export capability was first implemented in Clooz version 3 3 Using this feature you can export any of the individual items appearing in Clooz grids and the Composite View You can therefore export an individual person source or repository even though we have called this the Document Export It ge
145. s Census Deughter Age 4 Location Vital Dates Deep Fiver Aremec Michegan US Srooklyn uy oga Jiro t889 d Februar b December 1863 m 03 Apr amp 25 Jerwery 1871 m 03 Agril 1889 20 Jun b 25 Jarwary 1831 m 10 Apel 1977 d 05 Dec ndapend ance Cuyahoga Ohio US South Fark Cuyahoga Ohio US Cleveland Cleveland Cuyshogs Ohio US cast Cleveland Cu Newburgh Heights Cuyahoga Ohio US Cleveland Shaker Heights Cuyahoga Owo US Cleveland Cuyahoga Oteo US yat x Ohno US Cuys oge Obro US Cleveland Cuyahoga Obso US Cleveland Cuyahoga Ofeo US b February 1693 m 27 May 1914 d 27 Septe b 08 July 1895 m 10 July 1915 30 Meech 1 Cleveland Cleveland Cuyaboga Ohio US Cleveland Cleveland Cuyahoga Ohio US Cieveland Cleveland Cuyshoops Ohio US Cleveland Cleveland Cuyahoga Ohio US Cleveland Cleveland Cuyshoge Ohio US Newburgh Hamlet Newburgh Cuyebogsa Oho Wesi Famingion Farmington Trumbull Otso ijest Farmington Farmington Trumbull Ohio Greene Trumbull Oe US Greene Trumbull Ohio US Cleveland Clevelend Cuyahoga Ohio US eveland Cleveland Cuyahoga Ohio US Greene Trumbull Ohio US Niles Weathersfeld Trumbull Ohio US Farmington Trumbull Otso US Newtegh Han et Newburgh Cuyahoga Oh Clooz 3 User Manual Improved data import and export capabilities Version 2 1 had established the shared use of a database file fdb with Legac
146. s by Image Event Subject All Photos by Image Event Subject Selected Photos by Image Event Subject All Photos with People by Image Selected Photos with People by Image Surname A specific image Sources e All Sources by Title Author Creator Source Type Location e Selected Sources e A specific source Research Logs e All Research Logs by Log ID e Selected Research Logs by Log ID Surname e A specific Research Log Selecting a Report 90 e Reports Clooz 3 User Manual 1 Click on Reports from either the Clooz explorer bar or the Clooz menu bar You can also print a specific report from any form in Clooz 2 From the Clooz Report screen select the category for the report ex People Censuses Images 4 Choose Report Ell People Personal File Starts With jp Find Y Filter 3 All People a Drag a column header here to group by that column a Businesses H Buildings Fa Censuses H Census Substitutes Documents 33 Al Documents EventT ype Accident Arrest Award Baby s First Bankruptcy Baptism Biography Birth Birthday Burial Business Cemetery Census Census Index Church Records Confirmation Corres pondence Clear Selected Records A By Sumame a 3 Selected Personal File i Selected Years 3 H Deed g Funeral Burial Record gay Mariage Record ig Naturalization Ae ge HE de ge He E AE a e e el Run Report Figure 94 Report
147. schedules and years One such form is shown below as an example The fields on the form will match the columns on the census form New Person Census Page Date Taken 1850 Dw Fam Sumame Grven Name Age Sex Occupation Real Birth Married within Estate Place year School Cannot Read or Write Status Remarks Gl ox Oac Figure 70 U S 1850 Census Details Form Enter the information exactly as it appears on the census document for that person You can note any suspected errors in recording in the Remarks section Once you complete the data for that person press OK to save it If you edit the details of one person and then select another person from that same document or press New for which no details have been ever entered you will be asked whether you want details filled in based on the previous person Do you want to fill the detail form with the previous data e Figure 71 Auto fill Personal Details This only applies to certain fields that are likely to be constant for the same household such as surname or dwelling information You can always change those values when the details form appears so this does reduce your typing somewhat If you return to a document record that was only partially done you can cause this feature to be invoked by just editing one person and then immediately press OK in the details Otherwise it will not be asked for the first person being added You will also not
148. source of the GEDCOMs in his database Sources are important you know One year Frank attended a National Genealogical Society Family History Conference in a city near his home While listening to Joan give a talk on using document evidence to prove family relationships he was just overcome with the realization his prize family tree database was frankly speaking garbage It was time for Frank to rebuild his family tree with adequate evidence and documentation He gota tweet from someone called CloozJoe and heard about Clooz The notion of document based analysis of information made perfect sense to him besides Clooz imported GEDCOM files Frank decided he would use Clooz as his primary research tool He would start with a clean new Clooz database and dig out those two boxes of stuff under the table to see if there was in fact anything useful He did find a few birth records and immigration documents from his great grandparents So Frank used his new scanner to make digital copies of the documents and setup a special folder directory to organize his digital file attachments into one general location on his computer While looking at the list of files using the Windows Explorer program he was able to simply drag and drop them into Clooz Frank was given a subscription to an online data provider and after the little green leaf lit up started doing searches for all sorts of documents and information He was able to save digital copies of docume
149. sources to version 36 e Using Clooz Clooz 3 User Manual 3 she will use copy paste techniques to transfer information back to Family Tree Maker to keep her family tree up to date Finally Joan knew that some of her ancestral lines were only partially complete So she decided to enter the document information for those people into Clooz to allow for more thorough reporting and analysis being able to see all of the evidence available to her She already knew for sure that the people named in the documents were ones in her tree so she used the traditional Clooz approach of linking existing people to the documents she entered This saved the step of having to merge people records later She was amazed to discover like many Clooz users over the past years have reported that during the process of entering the document information into Clooz it forced her to pay attention to the details contained in the document and in fact identified additional clues regarding her ancestors Maybe she wouldn t put off entering all her documents after all Case Study 2 The Reformed Researcher Frank has been gathering family tree information for a few years and like Joan uses lineage linked software to create beautiful family tree charts He doesn t have a whole lot of document files but there are two boxes of stuff under the table beside his computer He has collected GEDCOM files from all over where ever he could find them and diligently enters the
150. state if the compaction routine does not run correctly for any reason If you want to see all the errors set the check in the Alert for compaction failures checkbox Otherwise leave it off These issues are coming from software beyond Clooz s control Importing Options Month name format Full Change Current Reset Grid ae User Layout Settings Ok x Cancel Figure 136 Importing Options The importing options involve the handling of date reformatting primarily when importing GEDCOM files Months can either be full names or abbreviated and in all capital letters if desired Clooz 3 User Manual Program Options e 123 Media Options Clooz provides an option for you to establish a root directory for holding your media files which are attached to documents The first entry establishes a general default for any new databases you create The bottom entry is the specific setting for the database file in use This root directory will allow the path names listed in the document forms to be abbreviated Startup Exit Importing In Clooz lists of attached files a portion of the file paths are abbreviated when matching the following root directores ex surnamelmage jpg Select a root directory for attached files to be used when creating new databases optional D My Documents Clooz Images Select a root directory for attached files optional this database only Overndes above setting D My Documents Clooz i
151. storian file By performing the Save function in Family Historian the file on disk is updated with any new changes recently entered by the user Please save the Family Historian project if open A TestFHProject Figure 133 Save file message for Family Historian After the export has been completed in Clooz if Family Historian is running and using that same file it will recognize the change when the active focus returns to that window The option then comes up within Family Historian to reload the data so the screens will reflect the new information in the disk file D Mly Documents Clooz Data FH Projects TestFHProject TestFHProyect fh_data TestFHProject ged This file has been modified by another application Do you want to reload it Figure 134 Reload Family Historian Data Window If an export is made by Clooz to Family Historian where the user has made recent changes that have not been saved in Family Historian some loss of data is possible If the user first reloads the data from the disk file when the prompt occurs following the export the previous changes in Family Historian will be lost If the user skips the reload and then saves the Family Historian data then the exported data from Clooz will be lost In general if you forget to Save recent changes prior to a Clooz export it may be better to not reload Family Historian and instead Save the Family Historian 120 e Exporting to Other Programs Clooz 3 User Manual
152. t GEDCOM in the Data Transfer Manager you can edit the RIN values column for the Clooz individuals appearing on right side of form If you don t normally care to display the FamilyTreeMaker RIN values on the Clooz list of people main screen then you do not need to go through these past few steps Finally you may find it helpful to turn on the display of record numbers for individuals in FamilyTreeMaker so that you can reliably identify matching people with those in Clooz where you can turn on the RIN column for the list of people In FamilyTreeMaker go to the Tools menu Options item In the Options window go to the References tab and turn on the check in the checkbox for Use individual reference numbers 118 Exporting to Other Programs Clooz3UserManual Family Historian Clooz interacts directly with the Family Historian data file in the same manner as with Legacy database files The desired Family Historian ged data file must be set as Primary on the External File Links list All changes to the Family Historian file are made automatically once the Export button is clicked on the Document Export form The dialog window for opening Family Historian projects supports selection by project name or specific files as shown in the next figures There are also some important actions the user needs to take when working with Family Historian which will follow below Select Project Figure 131 Selecting a Family H
153. t in terms of fully meeting her needs She had an old copy of Clooz but it was not the friendliest program to use Then she heard the new version 3 was much easier to navigate with more flexibility to do what you need She gave it a try Elizabeth decided to integrate Clooz into her work in several ways She used Clooz to record census records of a particular surname she was researching in a region of Pennsylvania She captured digital images and attached them to each of the documents she recorded Elizabeth found that treating census enumeration districts as documents in Clooz seemed to work the best for her Clooz version 3 allowed her to attach multiple digital files one for each page to the same document The whole surname study was put in a database of its own She could always merge the Clooz databases later if there was reason to look at all the data together Elizabeth found that the reports Clooz generated could be exported into a variety of file types The Adobe pdf files were good and other formats would allow further reformatting using her suite of office applications She could include the generated reports in the overall report to her customer Since Elizabeth had all sorts of projects she ended up with various external lineage linked databases She ended up importing individual records from many of the databases Clooz could identify which file a person s record came from and what their identification number was in the othe
154. t is next and is another drop down list There are three choices Starts With Contains and Equals A search will find the first row where the value in the designated column either begins with the text in the criteria box contains the text in the criteria box somewhere within it or exactly equals the text in the criteria box The matches are not case sensitive so don t be concerned about capitalization You execute the search by pressing one of the action buttons The Find button will locate the first matching row The Filter button will change the entire grid to only display those rows meeting your criteria The Clear button will return a filtered display to the full grid display The Clear button is only enabled when the grid is filtered 22 e Clooz Features Clooz 3 User Manual A few tips and shortcuts When searching for names in the Other Surnames column it is best to use Contains as the condition since the field could contain multiple names Using Starts With in that case would only evaluate the first or possibly several names for that person When you select the option for multiple columns as in Surname Given Name the text entered as criteria must be in that format If you do not enter a comma the search will revert back to a single column search using the first of the multiple columns in this case Surname Thus you can leave the column designation as the multiple case but only enter the comma and Given Name when you really
155. ta Transfer Manager with files you have already imported data from is to click the External File Link button on the Explorer Bar When you do the main grid will show a list of the files you have imported from Double click a particular file to open it in the Data Transfer Manager Note that Clooz tells you how many people you have linked from this file Clooz 3 User Manual People and Businesses e 53 File Path Starts With jy Find Filter Clear Drag a column header here to group by that column File Path People Linked Last Used L Legacy database D My Programs Clooz Data MyLegacy Data fdb 4 l a OT Figure 51 External File Links Grid As mentioned earlier the other way you can view identification numbers related to other databases is in the File Links tab of the People details window dd Charles Salomon Chappele I Wd Vitals K3 Censuses df Census Substitutes TE Documents fj Images Ei Buildings Research Log Leb File Links IDorRIN File Path DAMy Programs Clooz Data MyLegacy Data fdb Unlink ID Record Figure 52 File Links tab in People Details Charles Salomon Chappelle s file links now show that he is RIN 1795 in our Legacy file as we had entered Click the Unlink ID Record button at the bottom of the window to delete links Transferring Links from one External Program to Another Over time it may become necessary to switch from one genealogy program to anoth
156. tain to your family you can then easily convert the research logs to Clooz documents using the appropriate template with a minimum of additional work So keep track of everything you look at and when you get a chance enter a Personal File into the Clooz 3 User Manual Using Clooz e 39 research log template if you have physical files and convert the research log to an appropriate Clooz document To enter information into a Research Log take the following steps l 2 Select Research Log from the Clooz explorer bar Select Add Research Log from the Clooz explorer bar and a blank Research Log screen will appear Enter a Log ID number This number can be anything you need it to be to keep track of research log entries This number is not the same as Personal File which can be added later on the form If you want to enter research logs in sequential order you can look at the grid on the right side of the screen when you select the Research Log category on the explorer bar There you ll be able to see all assigned Log ID numbers If you re looking at a Source that has not yet been entered in Clooz click on the New Source button to add the Source You won t be able to just type a Source Title in the Source Title window you ll need to select New Source to enter the Source for the first time When you click on the New Source button you ll be asked to choose what type of source you re entering For some types of docume
157. ted a whole new level of export capabilities to Legacy Family Tree Export support to RootsMagic FamilyTreeMaker and The Master Genealogist via GEDCOM was added in versions 3 4 and Family Historian in version 3 5 This export capability takes a Clooz document in the form of all the people linked to the document the source and repository for the document with all attached media images and then automatically generates events for each of the people which are supported by the data in the document For example consider a census document for which you have entered all the details shown on the census form for each person in a family When exporting the census document to Legacy Clooz will add the people in Legacy or use existing people in Legacy if links have been established and then create the census event in Legacy for each person It then generates other events supported by the data in the census such as birth dates based on person s age at the enumeration date residence containing the street address if entered on the census form occupation etc Then the source for the census is automatically cited for all of these events Various media files and images that you had linked to this census document in Clooz will be attached to the events source details and source in Legacy All of this occurs with the click of one export button When exporting to other programs using GEDCOM files you designate the name of the GEDCOM file to be produced a
158. tem on its temporary replacement or on a subsequent System that replaces your System You are granted permission to use the Software on up to four Systems personally owned by you Title We remain the owner of all right title and interest in the Software and related explanatory written materials Documentation Archival or Backup Copies You may copy the Software for backup and archival purposes provided that the original and each copy is kept in your possession and that your installation and use of the Software does not exceed that allowed in the License Grant section above 130 e Clooz Customer Support Clooz 3 User Manual Things You May Not Do The Software and Documentation are protected by United States copyright laws and international treaties You must treat the Software and Documentation like any other copyrighted material for example a book You may not e copy the Documentation other than for your own personal use in reading the documentation e copy the Software except to make archival or backup copies as provided above e modify or adapt the Software or merge it into another program e reverse engineer disassemble decompile or make any attempt to discover the source code of the Software e place the Software onto a server so that it is accessible via a public network such as the Internet or e sublicense rent lease or lend any portion of the Software or Documentation Transfers You may transfer al
159. ter Chea Fa Show Composite Merisge Ooie Death Eurial Date 31 August 1858 4 March 1885 29 February 1922 yr JAgril 1878 18 February 1276 zica TENH aher Jura 1334 Dioba 1871 Dhesodbesr 1869 Unkngan Abi 1700 cance 1808 25 July TEST cuca IETT 25 July TEJ September 184 2 Auguet 1853 18 December 1E amca 1EDT coca EiT December 1360 May 1553 20 May 1853 i 20 August 1881 20 September 18_ Explorer ca Crotty 16 Jaraary 1609 B July TEST Bar Gorman circa 1813 amp March 1883 Lyons erty cuca 1845 4 October 1928 bere B Main Display Miller ae MaKe a May 1586 cance 1908 seis Grid or cace IE z Composite View 7 February 1872 020 2d March T303 Current User Richard Thornas Figure 13 Clooz Main Window Clooz 3 User Manual Clooz Features e 13 Explorer Bar The Clooz Explorer Bar is on the left side of the Clooz screen see Figure 14 and will be your primary tool in navigating through your data stored in Clooz From here you can access the forms you need to enter people businesses buildings censuses census substitutes documents images sources and research logs Click on any of those choices and that category opens up to show you the forms available for data entry For the people businesses buildings research log and repositories categories the only choice available from the explorer bar is to add a new record The rest of the categories on the explorer bar have specific forms to choose from for your
160. tion window find your database and double click on it and it will open for you You may need to change folders to the folder where you have stored your other database 4 Another way to change databases is to look in the list on the File menu above Exit The last four databases that you have opened are listed there for your convenience Simply select one of them and your database will open Close a database 1 Select File from the menu bar 2 Select Close Database from the File menu 3 The action screen shown previously will open on your screen and you ll be able to choose another action 28 e Clooz Databases Clooz 3 User Manual Merging Clooz databases One of the significant new features for Clooz version 3 is the ability to merge one Clooz database into another Both of the Clooz databases must already have been upgraded to version 3 or else the merge operation will reject your request To perform a merge 1 In Clooz open the Clooz database which you want to hold the combined set of data Click on the External File Links button in the Explorer Bar and select Merge data from another Clooz Database or in the File Menu hold the cursor over the Import Merge Databases line and a list of options will appear to the right Select Clooz Database 3 A file selection window will appear for you to select an existing Clooz database to open Select the file and click Open 4 The new Data Transfer Manager window will now appear
161. try just double click on that person s name in your list of people You will be taken back into that individual s form You can also select Edit Item in the context menu right click for that person To delete a person If you need to delete a person find that person s name in the list of people and double click on it The individual s form will open Click on the Delete button on the form to delete the person s entry You will be asked to confirm the deletion Import new people Clooz 3 provides a whole new method for importing people as well as sources and repositories from other databases and GEDCOM files Events cannot be imported since Clooz is document based Clooz can now import data from the following sources Legacy Family Tree databases version 6 RootsMagic databases version 5 The Master Genealogist version 8 GEDCOM files In additional entire Clooz databases can be merged discussed earlier GEDCOM stands for GEnealogical Data COMmunications and is the only standard that exists in the genealogical community for data exchange between programs Not all GEDCOM exports are created equally however and Clooz attempts to adjust for known non standard formats During the import setup process you can now select a specific set of individuals to import or all of the individuals in a database It s all up to you To open the Data Transfer Manager go to the File menu and select Jmport Merge Databas
162. ts its name from its powerful ability to output nearly all of the information in a Clooz document transforming the information into various events in the other program for the people involved based on the information contained in the document Unlike the Data Transfer Manager where you designate the database to be used when you use the feature the Document Export function always exports the selected Clooz data to the external database currently designated as Primary in the External File Links view Therefore you must ensure that the database you want to export data to is listed in the External File Links view and has a check mark before the Set as Primary command in context menu right click The file designated as Primary will appear in bold font in the list of files If the database you wish to export data to is not in the list simply click on the option in the External File Links Explorer Bar group to open a database of the appropriate type When the Data Transfer Manager appears simply close it unless there are tasks you wish to perform there in bulk Exports designed to create events in external databases can only be done on a single document basis though using the Document Export function Whenever an external database is designated as Primary in the External File Links list an additional menu command Export Item is added to the context right click menu for all of the grid and Composite View displays Click on this command t
163. ttom of the list and enter new list item To Edit a list item place the cursor in the row and change the text To Delete a list item select the row and press the Delete key Changes to the list will be applied to the database by pressing the Enter key ID 1 St Vincent de Paul Catholic Church National Archives Mary Blackwell John Charles Doherty Joanne Doherty Maria Blackwell Catherine Lyons Edmond Doherty Catherine Doherty Edmund Doherty U S Bureau of the Census Elizabeth Kelley Kerstens British Government Richard Edwards Esq Charles F Clark Richard Griffith Miss Grace Pedigree of Lynch of Lavally County Galway Martin J Blake Oakland County Genealogical Society Oakland County Michigan Clerks Office Figure 89 List Editor Form Scroll through the list you ve selected to find the entry that you need to edit or delete You will warned if you re trying to delete the entire entry that is used in the database However if you have 86 e Entering Records Clooz 3 User Manual placed the cell 2 column in edit mode by clicking in it the delete action applies to the text characters in that field vs the whole record Thus you could end up deleting the text leaving a blank field to be used throughout the database If you accidently delete the text right click the second column entry and select Undo The figure below shows the entry in edit mode with the I shaped cursor Deleting text
164. u of RootsMagic The file selection window will appear t d gt ThisPC Documents gt Clooz Data Organize v New folder A s a as a pec Name Date modified Type E Desktop 2 CloozExport ged 7 8 2015 10 22AM GED File 3 Dropbox Recent places do Creative Cloud Files an No preview vy lt File name CloozExport ged v GEDCOM ged Siki Cancel Figure 121 GEDCOM File Open Window RootsMagic Select the GEDCOM file created by Clooz and then proceed to click on the Combine Into This Database button and whether to enter a source recommend No so long as the Clooz document was properly sourced i Import Into Which Database Which database do you want to import into Create a New Database It is usually best to import into a new database You can then drag and drop people from that new database into yours if desired Combine Into This Database This will mix the imported names in with the names currently in your database If the imported data contains some of the same names as are already in your database you may end up with duplicates that you will need to merge Cancel Figure 122 RootsMagic Import Database Selection Then click OK to accept the GEDCOM file as it is already sourced GEDCOM Import NO Do not add an additional source to imported data Name of person you received this GEDCOM file from Address or email address of person you received the file from Cancel
165. ume Purchased Repository New Repository Call Quick Capture Digital Files Evaluation Remarks Figure 84 Newspaper Source Template Registers are most frequently unpublished records kept regularly by clerks or authorities frequently written in blank books with printed lines or formats Webster says a register is a written record containing regular entries of items or details Register source examples include ledgers containing tax or voting lists business records and church records Clooz 3 User Manual Entering Records e 81 i Source Location Owned S Source Name forCloozlists L oo ooo Sowy Register sucetite S Source gt EEE tem Fle Collecsons Ra oo Lo Repository o e Besin Figure 85 Register Source Template By now most of us are familiar with websites Anyone with a little time and storage space can put up a website on the Internet Many of us find valuable genealogical information on database search sites such as Ancestry com or HeritageQuest com Citing the information found on these websites is useful but it s usually a good idea to download an image of the record found or print a copy of the page of interest as websites change rapidly Coo wese O SOS tempat O SS cei OCCOCOCCCCOCSCSCSCSCSCCSCSC pecess Day Month Year URL PT PT Credit Line Figure 86 Website Source Template 82 e Entering Records Clooz 3 User Manual Som
166. up By box Set as Primary Reset file location name Transfer Synchronization Figure 53 External Files Context Menu Clooz 3 User Manual People and Businesses e 55 The Synchronization Transfer Tool form will now appear allowing you to setup the transfer operation Use this tool to have Clooz link with an external database Legacy RootsMagic based on the links inthe file you selected Backup your files first This tool can be used when you have been working with one external database ex a The Master Genealogist database and have now migrated the data to another external file ex Legacy preserving the RIN values Now you wish to have Clooz link with the same records in the new file it had previously linked to in the original file If Clooz is already linked to a record in the new file or if the person s name in the new file record does not exactly match the reference file the synchronization is skipped for that record IMPORTANT The new file MUST contain the same identification numbers eg_ RIN as used for the matching people in the original file m Select the identification fields to be used to match records between the old and new files Apply to Reference File field Record ID Number RIN z People Field in target file Record ID Number RIN Sources Reference File D My Documents Clooz Data TMG Files MyTMGDatabase__ PJC File to Synchronize lt SELECT FILE TO SYNCHRONIZE WITH gt Select File
167. ur fingertips that is 1f you have a picture of Uncle Rob and he is in your family and you ve put his image in Clooz Anyway you get the point What s more you can even print a photo record with thumbnail pictures for each ancestor in Clooz just a great way to organize your pictures and see what you have at a glance It will impress your family and even your ancestors This section explains how to create a new image record and insert a digital photo in it If you click on the Image button on the Explorer Bar you see that there are two types of images listed Map and Photo Since maps and land diagrams are common in family history research they can be classified separately from other photographs for sorting purposes The photos and maps you enter under this Image category are treated slightly differently than those you might have attached to other documents and sources The document and source images are 74 e Entering Records Clooz 3 User Manual typically either a direct image of a document or transcription The images in this Image category are usually photographs of a place person or event The Image template unlike other documents only has room to attach one digital file Each photo or map should be given its own Image record When you click on the Image button Explorer Bar the list of images appearing in the main grid area are those entered using these Image templates and do not include digital files that might be attached t
168. usiness name in your list of businesses You will be taken back into that business form You can also open the business form from the Business grid s context menu right click Delete businesses If you need to delete a business find that business name 1n the list of businesses and double click on it The business form will open Click on the Delete button on the form to delete the business entry You will be asked to confirm the deletion Linking People in Clooz to other Programs Clooz 3 implemented a number of new features for maintaining the original identification number RIN in Legacy used with persons appearing in other databases However note that not all lineage linked software programs make these numbers visible to users some versions of Family Tree Maker for instance hide these numbers You may need to explore the program s option settings to see how to make the record numbers visible The programs Clooz does acquire data from directly all do use such numbering So this may or may not be useful to you depending on the other software you use There are three places in Clooz where you can see what the lineage linked software program s database identification number was for a particular person in your Clooz data In the Data Transfer Manager when opened for the file you imported the data from in the External Links tab of the People detail window and in the Document Export function described later in this docum
169. usinesses e 61 Entering Records Now you re ready to begin attacking those stacks of unfiled records From the Clooz explorer bar select the record type you want to enter There are several choices buildings censuses census substitutes documents that don t fit into the first three categories images and sources Once you select one of these choices on the right of your screen you will see a list of all entries of that record type in Clooz once you ve entered data of course To add a new record choose the appropriate selection from the explorer bar General Template Features When you start using the various document templates you will notice there are a few sets of data entry controls that are the same in all of the templates We ll discuss those here instead of repeating the information when discussing the different document types The example shown below identifies the various components of document templates W U S Federal Census Population Schedule 1920 bca Personal File MI 093 5D 7 ED 190 State Michigan Coun Tuscola t Document Information Township Indianfield ha ity Caro 7 source Tile 71920 US Census population schedule Caro Indianfield Township Tuscola Michigan Wew Source Description File Path URL View DiMy Documents Cloozumages Census image jpg qP Add File File Path amp URL List Remove Primary at Primary Thumbnail Files URL Description ID Alt ID Page Lire Surname Giv
170. w to resolve this Treat each Primary person as a separate event as in a register book Witnesses will need to be manually selected for export Persons marked as primary in document Person Select 2 for marriage records Helen Streeter Albert Edward Thompson Edward Albert Thompson Figure 106 Form to Clarify Multiple Primary Persons in the Document 102 e Exporting to Other Programs Clooz 3 User Manual In our birth record example you would normally use the lower option and check the box associated with the person born If it was a register type document and all the primary people do have their own birth information in the document details then select the upper option If you have a mix then you may need to export the document multiple times each time selecting a different baby Alternatively you could check the upper option and then in the Events Tab uncheck the birth events generated for what normally would be witnesses A witness here would be any person having a role in the event other than the primary person s When exporting events to Legacy 7 5 or earlier Legacy does not support the concept of witnesses so Clooz will only enter information about the event for the primary person s However beginning with Legacy 8 Legacy is supporting the concept of shared events where the owner of the event in Legacy is equivalent to the Primary person in Clooz and the witnesses will tie in or share that eve
171. want to When you do enter values for multiple columns the condition is applied to each column separately Thus if you select Surname Given Name with the condition Starts With and enter th r as the criteria you will Find the first row with a person whose surname begins with Th and a given name that begins with R When entering the criteria text pressing ENTER will execute the Find function On the right side of the Find and Filter buttons there is a drop down triangle section If you click on this small section of the button the drop down list will appear showing the options of Simple and Advanced Simple is the behavior described above Advanced will cause a new form to appear which allows more elaborate combinations of data to be located Soe The advanced search window lets you formulate any combination of At least one of the selected fields match fields to be tested and you can designate whether all of the columns you select using the Select fields to search in Select the match criteria Text to search for checkbox must be met or at least one of them A Find or Filter button will appear to execute the search depending on which tool bar button you selected for the advanced search ALL of the selected fields match Alternate ID Contains Surname Contains Given Name Contains Birth Bapt Date Contains Marriage Date Contains Death Burial Date Contains EIE ERR E ERS E ER Other Surnames
172. x Clooz 3 User Manual have the event as either SSDI or Social Security Death Index The event must be either of the choices and not something like Social Security which Clooz will not recognize for this template e Tax records will be imported into the Census Substitutes tax template if you used tax as the event name e Any voting lists or records you might have entered into Clooz 1 x will be imported into the voting list template in Census Substitutes if you used an event that started with vot or the word poll In Clooz 3 0 the specific events that the program needs will be generated by the forms when they are opened So you don t need to worry as much about tampering with your event names Photos A couple new fields were added to the Photo template which is now found in the Images category You can now record a subject for a photo which often will be the same as the event in the photo but not always You can also record the size of the image You may want to take some time to update your photos with this new information Before converting you might want to check over your photo records in Clooz 1 x to make sure that you have the correct paths to images Or if it s too much trouble typing in the path and it s incorrect it s easier to delete the path from the photo template in 1 x and then link the image using Clooz s better image linking ability described in the Images section of this ma
173. xpanded list For example the Population Directory template see Figure below P EE Directory Population Personal File Township State Province Source Title Description File Path URL Files URL Description Page Surname Given Name Marriage Date Death Date People on Link New Delete Directory H ox 3 Cancel Figure 72 Population Directory Template Clooz 3 User Manual Entering Records e 71 This is a fairly straight forward document On this form you would enter the location for the directory and then link in the people Double clicking a person would display a form to enter details for them EK New Person Census sumame Given Name Profession Employed Street Remarks Figure 73 Population Directory Details Form Documents This section on Documents shows you how to work with virtually any type of genealogy records other than the censuses census substitutes and images You ll discover here how to enter documents including Birth records Marriage records Death records Funeral burial records Deeds Correspondence Naturalization records 72 e Entering Records Clooz 3 User Manual Passenger lists both early and later early passenger lists did not contain a lot of information if the list you re working with contains a lot of details select the later passenger list choice Social Security Death Index SSDI Gener
174. y the reference in Clooz to the file is deleted After clicking this button the entire list will refresh and the file will no longer be listed When you want Clooz to assist in relocating files click the Search for Missing Files button to search an entire folder for any of the files missing in the Clooz database relocating as many of them it can match up to files in the folder you designate When the search button 1s first clicked a form will appear to allow you to select the folder you want to search in If the optional Include subfolders when searching a folder for missing files checkbox is checked any subfolders in the folder you selected will be included in the search then subfolders within those folders and so forth Therefore to get the broadest search select a folder that is fairly high up in your hierarchy of folders retaining your media files and turn this option on You would not want to use this feature though if Clooz 3 User Manual Clooz Databases e 33 you have a habit of giving different files the same name and keeping them in different folders Clooz will not recognize the difference between two files if they each have the same name When your database has thousands of media files and if you chose a folder to search such as My Pictures that could have thousands of images in it whether used in Clooz or not the search process could become quite lengthy as Clooz attempts to match up all the media references For that r
175. y Family Tree software To provide more flexibility and simplicity once the older database files are upgraded to version 3 all of your Clooz data will be in one file cdb In version 3 data importing was given a substantial overhaul Clooz now allows you to directly import individual and source information from the latest versions of Legacy Family Tree RootsMagic Family Historian and The Master Genealogist data files Data from other programs such as Family Tree Maker can be imported using GEDCOM files In each case you are able to control the selection of which people should be imported from the other file There is also now the capability to merge two Clooz databases m Dota Transfer Manager a AThomas Master tib gt lt sompe odb H mneiberger Hrmrreel beet 3 Figure 2 Data Transfer Manager Window The new Data Transfer Manager has replaced all of the version 2 1 GEDCOM import options and eliminates the decisions you previously had to make regarding interfacing to Legacy Family Tree software Therefore the opening menu to select actions has been simplified New databases always startempty You can selectively import whatever records you choose using the Data Transfer Manager Clooz will automatically prompt you to upgrade a file if you attempt to open a database from an older version Clooz 3 User Manual What s new in version 3 e 5 Export Documents to Other Programs Version 3 3 of Clooz implemen
176. y Used Files eeeeeeees 34 Using Clooz 36 Detinee yours maea yeer ne imi scn T 36 Case Study 1 Data already in a lineage linked software database 36 Case Study 2 The Reformed Researcher cccccccsssseeeeeeeeeees 37 Case Study 3 The Professional cccccssssessssseececcccteeeesssseeeees 38 Case Study Ft VOU seated tortie he totale a beeen 38 Plannin your researc aie etinatiiunaeecaiua ed atuaiedeeneualeeieanin 39 ROS CARCI LOS oer E a 39 People and Businesses 44 Addin Poop korere e GS 44 Add people automatically from document details ceececeeeeeeeeees 44 Manually adding new people sciencia a aa 45 Import NEW PCO PIC rinra a i 47 AOC NEW DUSINESS C Seg a E A 50 Linking People in Clooz to other Programs ccccccsssssseseeeeeeeeeeaaesseeeeeees 52 Transferring Links from one External Program to Another 54 Entering Records 62 General Template Feitur Sien re can tendencies cacbici E 62 DOCuiIneNnt INTORMAUION ensis aa E lonteialonwa 63 Pile Pati and U RELS Eer E 63 Lank ondand Link C Omtrol esseen a ne hcrienanee 64 Common DUMONS crius a E A 66 Buling S csie E E E a 66 CENSU E oae a A 69 Cens s SUDSUIE Sania N 71 BDO a E S T2 NAA E n a A Stee Serene aana aati 74 DOU C CS aries ced ctchoar dies E E S ig REDOS ONO Sse eases dere T 84 Edit EiS tO sos oi se delateanstashe cated tenet nie teulaleaiaiaehieated Cekadeeieet 85 Re
177. y birth record marriage record death record deed funeral burial record naturalization and generic documents have a checkbox indicating whether that person is a primary sometimes called principal person for the record in other words the event associated with that document is focused on them Clooz 3 User Manual Exporting to Other Programs e 101 Weortsm Flic Kibhes fram Un Birth Record O No Birth Color Time Bom Order Race E a ee state z Province County Residence ofMother Street Street Figure 105 Document Template with Primary Field In the case of a birth the Primary person is the newborn infant However in earlier versions of Clooz this field was not well defined and only was used to control whether the record appeared in certain report formats Therefore it is quite possible you have had a different interpretation and had multiple people in a document with the field checked Likewise you may have only checked the Primary box for the infant but were entering a list of infant births found in some register book To handle these cases when you select to export a document of one of these types listed earlier and more than one person is declared Primary two for marriage records a special form will pop up to allow you to specify how you want the people to be handled This document has more than 1 person designated as Primary or more than 2 for a mariage record Chose ho
178. y has a substantial amount of research already done with people in her Family Tree Maker database her first step should be to import those people and sources into Clooz using a GEDCOM file since Clooz only presently supports direct importing from current versions of Legacy Family Tree RootsMagic and The Master Genealogist Joan decides that many of her ancestral lines have been sufficiently researched and does not want to take the time to detail them further in Clooz at this time Maybe someday when she has time because she ultimately does want to use Clooz as the focus of her document repository While Clooz could easily help her locate files containing physical copies of the documents she likes the idea of a paperless approach where images of her documents are always at her fingertips Dealing with her backlog of processing documents more recently found is Joan s top priority She enters these into Clooz and uses the new feature for letting Clooz create new people for each one contained in the document Then she can begin to make the decisions on whether these are the same people as those in her tree and merge them together Joan s research techniques had matured over the years and now she knew not to just throw people into her family tree without substantial analysis and proof Once she considered it proven she would enter the person in her family tree Since Legacy Family Tree software is the only software Clooz exports individuals and

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Clooz 3 User Manual - Clooz™ 3 Setup