PedPal User Guide
Contents
1. Q What extra do get with the full paid version A It is not limited to 30 days use It works with data files of up to 10 000 records whereas the free trial is limited to 50 Export and print facilities are enabled Printed pedigrees do not include a trial version message Access to support and updates Q How do I place an order A See our web site Q My question isn t answered here where else can look A Please see the Frequently Asked Questions page on our web site which we update regularly This addresses many additional topics and questions to those listed here Q My question isn t answered in the FAQs neither here nor on the PedPal web site How can contact product support A Please see Product Support on our web site 31 Product Support To contact customer senice please see the Product Support page on our web site Before contacting customer senice be sure to check the FAQ on our web site first This covers many commonly asked questions and may well address the problem or query that you have 32 Release Notes System Requirements PedPal requires Windows 8 Windows 7 or Windows Vista either 32 or 64 bit 33 Revision History VERSION RELEASE DATE DETAILS 23 02 11 July 2014 Additional options in the Preferences Terminology selector and additional sample pedigrees User fields and the DOB field do not now default to being included in the ancestors of a pedigree on impo2. Text Alignment Text Color Photo Position Setting Text Size in Ancestor Cells The size of text i e the font height within ancestor cells is set by combining a base font height in pts with a scaling factor a percentage The base font Automatic Value Inherits from Form Defaults Medium rounded solid line 0 01 inch thickness Inherits from Form Defaults Inherits from Form Defaults Inherits from Form Defaults Inherits from Form Defaults Inherits from Form Defaults Horizontally centered vertically middle Inherits from Ancestor Cell Default Inherits from Ancestor Cell Default Inherits from Ancestor Cell Default Inherits from Ancestor Cell Default Inherits from Ancestor Cell Default Inherits from Ancestor Cell Default Inherits from Ancestor Cell Default Inherits from Ancestor Cell Default None Set according to ancestry depth Set according to ancestry depth Inherits from Ancestor Cell Gn Specific Inherits from Ancestor Cell Gn Specific Inherits from Ancestor Cell Gn Specific Inherits from Ancestor Cell Gn Specific Set according to ancestry depth and generation Inherits from Ancestor Cell Gn Specific Inherits from Ancestor Cell Gn Specific None height is set within either the Default ancestor cell settings or the ancestry depth specific settings The font scaling is set within the generation specific ancestor cell settings TIP To increase or decrease the text size for all ancestor gener
3. such as the character set and line ending style Note that in most cases you do not need to change anything here as the defaults are usually suitable in which case just click Next to proceed Finally the Columns window appears Here you can choose the fields from your data file that you want to be included in the export Select whichever fields you need then click Finish 11 Pedigree Design The pedigree layout may be customized in many ways You can Include or exclude elements such as photos logo or pedigree signature Set a background image watermark Change fonts and text color Set border thickness style and color Set background colors Change the displayed text including selection of data fields Resize form elements such as photos and ancestor cells The way to go about changing many of these layout properties is fairly obvious and you may well find that you do not need to read this section in order to make those changes However reading the information given here will give you a better understanding of how a pedigree is structured and this will help you customize the appearance more effectively TIP Be sure to click the Design option above the displayed pedigree when making changes This gives access to more options and causes resize bars to appear which can be moved to resize pedigree elements TIP 2 Many layout settings can be accessed through popup menus Just point the mouse at whatever you want to change t
4. But you can opt to override the default margin selection by disabling both the Full page and Use printer default margins options in the Print Margins window and then entering the actual margins you would like Measurements can be entered in a variety of units including centimeters e g you could enter 1 2cm and inches e g 0 25in Note that setting margins smaller than the physical minimum margins that your printer is capable of generally will not produce acceptable results you will end up with parts of the printout chopped off You may find you need to experiment with different sized margins until you get a pleasing result Saving Saving can mean several different things with PedPal saving the pedigree data file saving data as you work saving pedigrees as PDF Image files or saving your data in a different format exporting Saving The Pedigree Data File In normal usage you don t have to do anything to save the pedigree data file other than to close PedPal when you re done and to confirm to save when prompted The first time you do this after creating a new data file PedPal will ask you for a filename to save as You should save the file in the normal folder on your computer you use for your other data such as documents Just as it is important to backup your other documents on a computer it is important that you backup pedigree data file s from time to time if you lose a pedigree data file you will lose ALL the information
5. Paper Orientation Background Photo Watermark Image Select Data Fields Borders Text Color Text Sizes Background Fill Color amp Many Other Layout Options See Select Preferences from the File menu then click on the System tab Note that the date format used when importing data is set as part of the import options For further information see Importing First ensure the Design option at the top of the main window is turned on Then adjust the base font style amp size using controls above the immediate top left comer of the pedigree Select Preferences from the File menu then click on the General tab Select File Document Settings then use the User Fields amp System Fields tabs PedPal uses a number of terms words that can appear indirectly in pedigrees e g as labels for data fields etc These are words such as Sex Male etc To customize these terms select Preferences from the File menu then click on the Terminology tab A number of preset choices are available for English speaking breeders of cats dogs etc Alternatively select Custom from the dropdown menu then can change each term individually NOTE Other terms such as Pedigree are directly built into the pedigrees To change these you should alter the pedigree settings right click over the element box you want to change then select the appropriate Settings window from the popup menu First ensure the Design option at the top of
6. because the ancestor cells at different generation numbers vary greatly in shape the deeper ancestors tend to have wide cells that are not at all deep whereas the parents have cells that are deeper than wide The best approach is to always ensure that the photos you use have the same aspect ratio then carefully customize the pedigree layout to work reasonably well with a photo of that shape at each generation 26 Customization PedPal provides extensive configuration customization options These can be accessed using buttons and settings at the top of the main window with additional options accessed through the Preferences and Document Settings windows You can also access many customization options though context popup menus right click over any part of the displayed pedigree then select one of the Settings options The Preferences window is used for settings that are independent of any particular data file It is accessed through the File menu The Document Settings window is used for all settings that can alter the current data file in some way such as user defined data fields It is accessed through the File menu Chapter Contents 1 Quick Reference 2 Data Fields 3 Name Format 27 Customization Quick Reference The following table lists all available customization options and how to access them Category Date Format Base Font Title Highlighting Data Fields Terminology Box Sizes Print Margins
7. begin with the symbol E g the sex field has the hard coded internal name Sex but also a terminology derived name which unless you change it is simply Sex For further information see Customization When PedPal creates a new data file any system fields that are explicitly used in the pedigree layout are deliberately named using the hard coded internal names such as Sex so that they will work correctly irrespective of how you might change the terminology settings Formatting Codes Formatting codes are a means of altering the visual appearance of the text but not the text itself Currently there are only 2 formatting codes but more may be added in future releases Formatting Code Description S percent S Scales the enclosed text by the given percentage size E g Apple S 75 Pear S would output Apple Pear but the Pear would be in a smaller font 20 Pedigree Design Text Style This section covers the appearance of text font face font size text color and alignment For details on how the actual text itself the letters etc see Pedigree Design Text Font Face The font face i e the typeface requires little explanation other than to say it can be set separately for each box should you want that Note that you can set a base font for the pedigree and often this is the best place to change it do it this way and you can change the typeface for the whole pedigree in one place assuming all the boxes de
8. box which covers the whole pedigree and by default is not visible at all because it has no border padding or content All other boxes are superimposed on top of the background The main use of the background box is for displaying a background watermark image To do this right click over the pedigree and choose Background Settings from the popup menu Typically a faded photo is used so as to not obliterate the pedigree that will be drawn on top By adjusting other properties of the background you can achieve other effects e g to set a border which will enclose the whole pedigree 13 Pedigree Design Box Settings Most boxes in a pedigree are laid out in a similar way Each box has a border that encloses some kind of content such as text or a photo or both Separating the border and the content area is a padding gap Padding Both border and padding are optional and can be zero sized in which case the box comprises solely its content area E g the pedigree ancestors box typically has no border and zero padding and is entirely filled with the table of ancestor cells Box Border Content The border is defined by its thickness color line type solid dotted or dashed and comer type Square or various forms of rounded comer In order to have a border appear around any form element it needs to have a border style other than None a non zero border thickness and a visible border color It is not sufficient to just
9. set just one of these properties Box Padding The padding is simply an amount of space separating the border from the box s content The thicknesses of the top left bottom and right padding are set separately Fill Box Background The Fill Color and Fill Style control the background of the box content and any padding The style is normally solid but can be set to a pattern in which case the form background will show through The default setting is for all boxes to have a transparent fill color thus allowing anything that is beneath the box such as a background watermark to show through You can also set the Fill Opacity which controls the extent to which anything that is undemeath the box is allowed to show through the fill pattern Box Content The content typically comprises text and or a photo and some settings that affect their appearance such as font size text color alignment and photo position alignment For further details please see Pedigree Design Text Pedigree Design Text Style and Pedigree Design Photos 14 Pedigree Design Form Defaults For many boxes all their settings can be set independently and explicitly The main exception to this are the individual ancestor cells that make up the ancestors box For further information see Pedigree Design Ancestors Often however you will want to make consistent changes that apply to groups of boxes such as all the header boxes or to the entire pedigr
10. the main window is turned on Then drag the dividers that separate the pedigree boxes to resize as needed For further information see Pedigree Design In the main window click the margins icon 0O which is to the left of the displayed pedigree For further information see Printing Pedigrees Margins Fal To switch between Portrait and Landscape layout click the landscape A and portrait A icons these are amongst the buttons down the left side of the pedigree Right click over the pedigree select Background Settings then click Add Photo For further information see Pedigree Design Background Photos E g to choose the data fields that are to be included in any given part of a pedigree Select File Document Settings then edit fields in the User Fields amp System Fields tabs to change their usage For further information see Customization Data Fields To access many design options right click over the pedigree then select from the Settings options on the popup menu See Pedigree Design Structure and Pedigree Design Box Settings 28 Customization Data Fields For each animal record PedPal stores a variety of information such as sex name and so on These are called data fields Several data fields are built in e g date of birth These are known as system fields They are listed below You can extend the standard list of fields by adding your own Such fields are called user defined fields
11. you have ever entered into it You can also save the currently open data file under a new name use File Save As Saving Data as You Work The way PedPal works is that when it opens a pedigree data file it reads the entire file into memory and works with the in memory copy Changes you make whilst using the program such as adding editing records are made to the in memory copy Then when you close the program you are asked if you want to save the changes Assuming you confirm this the data file is rewritten and the program closes But if you choose not to save the changes e g as you might do if you realize you made a lot of changes in error then your previously saved file is left as is If the program is terminated without saving the file changes you have made since opening the file are lost If you want to save your data file without closing the program you can do this by choosing File Save PedPal will remain open but all changes you have entered prior to that point will be saved to the computer s file system Exporting Data This is where you save your pedigree data as a text CSV file usually in preparation for importing your data into some other software For further information see Exporting Importing PedPal supports import from text CSV files This lets you load data created by other applications and spreadsheets Choose File Import Data then select your import file The file needs to be a text CSV file the kind of f
12. you will need to alter the settings here than in the previous windows However in many cases again PedPal is still able to deduce the correct meaning of columns in your data file Before it displays the Column Data window PedPal inspects the first few lines of the input file and makes a reasonable guess as to which columns contain the main pedigree data name id sire dam sex and date of birth To make changes click the Customize checkbox It can help at this stage to make the window wider and deeper For each input column the rows shown are as follows Row Meaning Field The meaning of the data in this column Type The type of the data such as Text Integer Date etc For some fields e g date of birth the type is implicit and you cannot change it Label The label that is to be used for the field once the data has been imported into PedPal This is only meaningful for fields that will become user defined fields in your data file For columns that map to inbuilt fields like sex or name the label is not set here but can be set separately For further information see Customization Input Header This will be shown in blue and shows the text from any header line that was found in the input data file This is displayed purely for your convenience when checking that the Field and Type have been set correctly Input Data Up to 4 lines of data again shown in blue taken from the input data file for reference You should review the Fie
13. PedPal User Guide Version 2 3 02 July 2014 PedPal is a registered trademark of Tenset Technologies Ltd in the United Kingdom Table of Contents Table of Contents Getting Started Main Window Pedigree Data Files Printing Pedigrees Margins Understanding Printer Margins Saving Saving The Pedigree Data File Saving Data as You Work Exporting Data Importing Character Encoding Column Formatting Column Data Import Fields Data Types Example Input Data Files Exporting Pedigree Design Chapter Contents Pedigree Design Structure Pedigree Background Pedigree Design Box Settings Box Border Box Padding Fill Box Background Box Content Pedigree Design Form Defaults Pedigree Design Ancestors Ancestors Box Settings Ancestor Cell Settings Setting Text Size in Ancestor Cells Photos In Ancestor Cells Ancestor Photos Pedigree Design Text Embedded HTML Field Codes Examples Field Names Formatting Codes Pedigree Design Text Style Font Face Font Size Text Color Alignment Pedigree Design Photos Photo Boxes Embedding Photos In Data Files Photo Filters Pedigree Design Background Photos Pedigree Design Photo Cropping Pedigree Design Photos With Text Photos With Text Worked Example Customization Chapter Contents Customization Quick Reference Customization Data Fields System Fields OOOO OWWA ONNN OO Customization Name Format FAQs Product Support Release Notes System Requirements Revision His
14. ations uniformly change the base font height i e adjust the Default or GN Specific settings To increase or decrease the text size for a specific generation change the font scaling for that generation i e adjust the GX N Specific settings Photos In Ancestor Cells By default images are not shown in ancestor cells But you can change this Ancestor Photos It is possible to display the photo of an ancestor within its cell in the ancestors box By default these are not displayed however as it is normal for ancestor cells to display text information only name breed etc But to display photos in ancestor cells all you need do is to change the photo position settings for the relevant ancestor cells open the appropriate Settings window and then adjust the photo positioning In order to have both text and photo appear you need to reduce the photo size and align both the text and the photo appropriately For further information see Pedigree Design Photos With Text 18 Pedigree Design Text This section describes how the text that is displayed within boxes is constructed For details on the appearance of text the font face size etc see Pedigree Design Text Style All boxes can display a text string Some boxes but not all can also include field codes in the text that are placeholders for data taken from the animal records You can do this with the boxes for the pedigree Title Photo but not Fixed Photo and Ance
15. e s in the same location on your computer as you keep any other documents Just as it is important to backup your other documents on a computer it is important that you backup pedigree data file s from time to time if you lose a pedigree data file you will lose ALL the information you have ever entered into it A pedigree data file stores the name of each animal you enter along with its associated information such as date of birth parentage and so on When you create a new data file it starts out with a number of predefined data fields e g for Breed and Registration Number You can however add new data fields E g you might want to add a field for eye color or weight For further information see Customization Data Fields Most of the time when you use PedPal the existence of the underlying pedigree data file is hidden because you don t tend to work with it directly Probably you will spend most of your time with the program entering viewing and printing pedigrees Printing Pedigrees To print a pedigree just click the Print Pedigree button above the upper left corner of the displayed pedigree If your computer has more than one available printer use the dropdown menu to the right of the print button to select the required printer The pedigree that is displayed in the main window is fairly close approximation of how the printed pedigree will look But for a more exact on screen display click the Print Preview Pedigree button fi
16. ed with title highlighting applied See Customization Name Format 29 Customization Name Format PedPal has options to adjust the formatting of animal names in pedigrees To set these options choose File Document Settings then select the General tab Title Highlighting this controls how an animal s name is emphasized when it has a title It is commonplace in pedigrees for the name of titled animals such as Champions to be given in red bold or some other form of emphasis Include suffix in names whether or not the Suffix field a system field is to be appended to animal names when displayed in pedigrees 30 FAQs Listed here is a selection of some of the more commonly asked questions about PedPal Additional questions and answers can be found on our web site Q Where do I change the date format A Select Preferences from the File menu then click on the System tab Note that the date format used when importing data is set as part of the import options See Importing Q How do add delete data fields A Select File Document Settings then click on the User Fields tab Here you can add remove rename the available fields See Customization Data Fields Q How do I change the order of data fields e g in the pedigree title A Select File Document Settings then click on the Field Ordering tab Move the fields up and down the list See Customization Data Fields Q How do I choose which fields are inc
17. ee E g to set all header boxes to have the same non white background colour or to change the font face for the whole pedigree To avoid having to make the same repeated changes to lots of boxes the box settings are arranged according to a hierarchical grouping structure Most settings for any given box are worked out automatically usually by inheriting them from their parent group At the base of this settings hierarchy is a set of default values known as the Form Defaults In many cases the best way to effect a change that applies to the whole form is to alter the form defaults just right click over any part of the displayed pedigree and select Form Defaults from the popup menu E g the Title box inherits its border style by default from the Header settings But likewise so do the Logo box and Photo boxes So you can change the border style for all boxes in the header by changing the border style in the Header Settings window right click over the pedigree and select Header Settings from the popup menu The following table shows the grouping structure Group Box Form Defaults Form Background Header Group Logo Box Fixed Photo Box Animal Photo Box Signature Title Box Property Padding Border Color Fill Style Fill Color Font Face Font Size Box Gap Text Color Text Alignment Padding Border Color Border Style Fill Style Fill Color Font Face Font Size Text Alignment Text Color Photo Positio
18. eld i e the ID s serve as the names then make sure that titles are presented consistently l e if your data has animal titles embedded within the names in the ID column then they must also appear in the Sire ID Dam ID columns E g if your data contains an animal with Ch Fred in the ID column then for another animal s record to reference it as its sire its sire ID column must be given as Ch Fred and not Fred In general it is always better to have titles stored in a separate Title column where possible This also has the benefit that PedPal will automatically highlight titled animals in the pedigree typically in red Meaning Notes Animal ID A unique number or key for this animal Mandatory if the Name is not given otherwise optional Sire ID Sire key number If present the Animal ID field must also be included Dam ID Dam key number If present the Animal ID field must also be included Name Animal name Sex Gender The allowed values for male female are given in boxes beneath the import definition table Date of Birth The date format is set using a dropdown menu beneath the import definition table Date of Death Using same date format as for date of birth Sire Name Name of the sire If present the Animal Name field must also be included Dam Name Name of the dam If present the Animal Name field must also be included User Field A user defined column These are for any other columns present in your data file for which PedPa
19. en yeni aro One Aeron Fra Attempt color Which means that by default it is made up solely by its content the grid of ancestor cells However it is possible to change these settings at the box level and this can be used to achieve effects such as enclosing the grid of ancestor cells within its own border or to give the grid a different background colour or image To make any of these changes right click over the ancestors box and select Ancestors Settings from the popup menu Apart from the fill color the settings of the ancestors box itself do not have any effect on the individual ancestor cells Those settings are controlled quite separately see below The ancestors box fill color only affects the individual ancestor cells in that it usually shows through because typically ancestor cells use a transparent fill color Ancestor Cell Settings In much the same way as box settings are by default automatically determined using a hierarchical structure settings for the individual ancestor cells are governed by a hierarchical arrangement Firstly there is a set of default settings for all ancestor cells that can be applied to every generation of ancestry Next there is a group of settings for each different depth of ancestry E g in a 5 generation pedigree generally there is much less space available on the page for each ancestor cell than there is with say a 3 generation pedigree And so it makes sense for groups of settings t
20. fault to their normal automatic setting Font Size Font sizes are by default set in relation to the base font which is scaled appropriately for different parts of the pedigree To set the base font size be sure to turn on the Design option near the top of the window You will then see font size and style controls To override the default font size within a specific box right click over it and adjust the font size within the relevant settings group E g the font size for the pedigree title box defaults to 160 of the base font size To use a fixed point size instead right click over the title box select Title Settings from the popup menu tum off the Automatic font sizing then set the point size as you wish Font sizing for ancestor cells is controlled slightly differently The base ancestors font size can be set in either the settings specific to any ancestry depth i e any number of generations or in the settings for a specific no of generations E g with a 4 generation pedigree when you right click over the ancestors you will see options to set Ancestor Settings 4G Specific and Ancestor Settings Defaults This font size is then further adjusted by a separate font scaling which is set for each ancestor generation E g when you right click over the grandparents you will see an option Ancestor Settings G2 4 Specific Text Color The text color requires little explanation other than to say it can be set separately for each box sh
21. hard drive or folder then the link between your PedPal data file and the photo file is broken The photo no longer displays within PedPal until you update the filename PedPal offers an alternative way to handle photos and that is to embed the photos directly within your pedigree data file Because the photos are now automatically kept in the same file as the data they can never be lost due to moving the photo files elsewhere or by copying the data file to another computer without also copying the photos The downside is that your data file can potentially become huge and the photos cannot be automatically updated by changing the external photo files By default photo files are not embedded To change this setting select Preferences from the File menu and check uncheck the Embed photos in data file option Note that changing this option only affects photos entered from that point on E g if you tum this setting on but have previously entered photos in animal records i e PedPal has stored those photos as the external filenames they will remain as externally linked But all photos you add from this point will be embedded Photo Filters When you enter a photo by selecting a file there are Brightness Contrast and Gamma filters you can use to adjust the photo appearance Brightness and contrast are self explanatory Changing the Gamma is a way to adjust the relative proportions of bright and dark areas in the photo 22 Ped
22. he Cat Pedigree example Click OK 2 Display the pedigree for Arripay Little Wonder click the Select Animal button above the pedigree and select Arripay Little Wonder from the list this button may be labelled Select Cat or Select Dog etc depending on your chosen terminology settings You should now have his pedigree displayed His sire should be Arripay Fictitious Beast with no dam set in the sample data Arripay Fictitious Beast has a photo set so we have deliberately chosen a pedigree that positions this animal as a parent if you right click over the sire in the pedigree then choose Edit Sire from the popup menu then click onto the Photo tab you will see the photo 3 At this point the ancestor cell for the sire in the pedigree will not show the photo Thats because the default photo position settings in an ancestor cell have the photo mode set to No Photo CH Arripay Fictitious Beast 19 11 1981 A0001 Seal SIA n Nel 4 Next right click over the sire box then select Ancestor Cell Settings G1 4 Specific from the popup menu Click onto the Layout tab In the Photo Position group uncheck the Automatic box and then set the Mode to Bleed Photo Click OK The pedigree now changes and the sire s photo now completely fills the ancestor cell with the text superimposed eas 19 11 1981 A T A0001 5 But this isn t quite wnat we want because we do not want the text on top of
23. he Title box holds the photo of the subject animal The photo displayed here is taken from the current record and so varies as you move between pedigrees The Fixed Photo box at the right hand side of the header acts like an alternative logo box If you prefer your logo to appear on the right of the header use this instead of the normal Logo box To choose the image thats displayed in any of these boxes just click the box and use the Add Photo button to select a file By default these boxes do not include any text and have the photo positioning settings set so that the image will completely fill the available space You can change this however Embedding Photos In Data Files Photos are normally stored in files such as JPEG files When you enter a photo in PedPal usually all you are doing is choosing the name of a file containing that photo Then whenever PedPal needs to show that photo it loads the file This means that you need to ensure that the file remains available whenever PedPal needs it The information that PedPal saves stores for the photo is the filename In typical use this is what you would normally want and it is what most other applications expect It has the benefit that if the photo is updated then the updated image will automatically show in PedPal next time it is run But it has the disadvantage that if you copy your pedigree data file elsewhere or move the photos on your computer e g to a different
24. hen right click to see the menu Chapter Contents Structure Box Settings Form Defaults Ancestors Text Text Style Photos Background Photos Photo Cropping Photos With Text SOMNAARWNSA 12 Pedigree Design Structure The pedigree layout is made up of one or more elements referred to as boxes within PedPal Several of these boxes are positioned horizontally adjacent to each other in a header band that runs along the top of the pedigree the Logo Title Photo and Fixed Photo boxes Beneath the header is the main element of the pedigree the Ancestors box Below the ancestors box is the Signature box The two photo boxes differ in that with the Fixed Photo the photo is explicitly set as part of the box s settings whereas for the Photo box the photo is taken from the animal s record You might use the fixed photo box if you always want to have the same photo appearing in the right corner of the pedigree In normal use you are more likely to use the non fixed photo so that the displayed photo tracks the selected animal The ancestors box is always present but the other boxes are optional Use the check boxes near the top of the main window to select the elements you want to include To resize any of the boxes first click the Design checkbox near the top of the main Signature window then drag the resize bars that appear in the pedigree Pedigree Background There is also a background
25. hes that of the area in which it is drawn some of the photo will be cropped i e chopped off Depending on the shape of the image parts of either the left right sides or the top bottom will be cropped E g Say you are doing the pedigree for a dog and have added this photo to a dogs record The aspect ratio of this photo is about 1 5 i e its width is about 50 more than its height Now lets say you have decided that you want to set the Photo box in the pedigree to be approximately square So you resize the boxes in the heading by clicking Design and then dragging the resizing bars to get the heading looking like this Pedigree Of s CH Arripay Fictitious Beast Click to set logo oas a wi Note the Photo box on the right is approximately square and the image of the dog has been cropped on the left and right sides The image has been stretched so it lies snugly against the box s borders There are four different settings for the photo Mode To change it for a box just right click over the box and select the appropriate Settings option from the popup menu E g to change it for the animal Photo box in a pedigree right click and select Photo Settings The Mode setting is found within the Photo Position group which will be on either the Layout or Photo tabs it varies from one Settings window to another Mode Description Example Setting Bleed The photo is drawn so that it entirely fills the box right up to the border and i
26. igree Design Background Photos You can set an image to be displayed in the background behind the whole pedigree This is typically used to display a faded or watermark image To set the watermark right click over the pedigree and select Background Settings from the popup menu Then click the Add Photo button You should generally use a lightly colored image for the watermark else it will tend to obliterate the pedigree drawn on top The Brightness and Gamma settings also in the Background Settings window can be helpful here The gamma is a way to adjust the relative proportions of bright and dark areas in the photo The background image will by default be scaled so that it covers the entire page within the margins whilst retaining aspect ratio In practice what this means is that unless your background image has the same aspect ratio i e it has the same shape then parts of the image will be cropped Sometimes this is not the behaviour you would like In this case you can change the Mode within the photo positioning settings This can be found on the Layout tab of the Background Settings window Alternatively use a photo editor to adjust the aspect ratio of your image by cropping it so that it has approximately the same aspect ratio as the page NOTE As far as PedPal is concerned the background of the pedigree is just another box It is just special in that it a covers the whole page and b it lies behind all
27. ile that you might export from a spreadsheet but which can also be produced by many database and pedigree programs You are then taken through a series of windows that let you set options to control the way PedPal processes the import file Note that in many cases there will be few if any of these settings that you need to change because PedPal inspects the data file and chooses sensible defaults for the file format and its contents Character Encoding The Character Encoding window selects the character set encoding and line ending format If the options presented here don t mean anything to you don t worry because in practice you are very unlikely to need to change these settings f in doubt simply click Next to proceed The character set defines how the bytes in the file are encoded such as UTF or ISO 8859 1 The line ending format says whether input lines are terminated by carriage return line feed or both Column Formatting The Column Formatting window controls the way that the columns are formatted in the file This is where you choose whether the file is comma or TAB separated whether there is a header line and whether column values are quoted Again it is unlikely you will need to change anything here Typically you just need to click Next to proceed Column Data The Column Data window is where you define the meaning of each import column i e where the name sex sire etc are to be found in the input data It is likelier that
28. iption Mode Can be one of four modes None no photo is shown at all Bleed the photo is drawn so that it entirely fills the box right up to the border and it is cropped if its aspect ratio does not match that of the box Stretch the photo is drawn so that it fills the box right up to but not including the padding and it is cropped if its aspect ratio does not match that of the box Normal the photo is drawn at the maximum possible size whilst retaining its aspect ratio but without cropping This will usually result in there being space either above below or left right of the photo Alignment Can be either Centered or aligned to Left Right Bottom Top Scaling A percentage value 1 100 that controls how much of the available space width and or height is to be used when sizing the photo for display If the Alignment is Top or Bottom the scaling is applied to the box height If the Alignment is Left or Right the scaling is applied to the box width If the Alignment is Center the scaling is applied to both width and height Scaling is ignored in bleed mode Gap The gap i e distance that is to ideally separate the text from the photo Photos With Text Worked Example This example shows how to change box settings to display photos within the ancestor cells for the parent generation in a pedigree The same principle applies to all boxes that can hold both text and a photo 1 Choose File Open Sample Pedigree and select t
29. l does not have an inbuilt field PedPal 9 has a limit of 10 user definable fields in a data file Title The animal s title If you have control over the creation of the import data file it is much better to have the title given in a separate column to the name This allows it to be transferred to the dedicated title field which in tum allows for titled animals to be automatically highlighted in pedigrees usually in red Suffix Suffix that is appended to the animal name when displayed in pedigrees Ignore A column to be completely ignored in the input file Data Types The full list of data types is as follows Type Description Text Simple text column Date Date value Integer An integer value i e no decimal point Number A number that may include a decimal point Example Input Data Files Here are some examples of different data formats all of which are acceptable For ease of display the examples shown here use comma separated text CSV but you could just as easily use TAB separated or any other separator character Example Very simple structure with a column for the gender and columns for the name sire name and dam name SEX NAME SIRE DAM M Comet Favorite Young Phoenix M Favorite Bolingbroke Phoenix M Bolingbroke Foljambe Young Strawberry M Foljambe R Barkers Bull Haughton F Young Strawberry Dalton Duke Favorite cow F Phoenix Foljambe Favorite cow F Favorite cow Alcocks Bull F Young Phoenix Fa
30. ld Type and Label settings for each input column to be sure they are correct for the particular input data Ensure that the date format and male female sex values are consistent for the input data file then click Finish to proceed with the import Import Fields The full list of fields is given below NOTE Several of these fields are related to each other and need to be consistent within the input file in order to successfully import data These are the Name and ID fields Each input record i e each animal must have an ID field a Sire ID field and a Dam ID field These are used by PedPal to construct the ancestral linkages i e they are how it works out which parents any given animal is descended from The ID fields can be numeric or text Numeric IDs are generally record numbers keys as generated by whatever software created the import file Optionally the import data may also contain a Name field If present this is used for each animal s name If not present the name is set to the ID If you are importing data that contains just the name of each animal its sire and dam without any kind of record number key you should import these columns as the Animal ID Sire ID and Dam ID and not as Name fields The names will be then set automatically from the ID s Obviously the Sire Dam ID Name fields need to contain consistent data so that PedPal can work out the ancestral links correctly In particular if you don t have a separate Name fi
31. luded in the pedigree A Select File Document Settings then edit the usage for the fields in the User Fields and System Fields tabs See Customization Data Fields Q How do set up a background image watermark A All you need do is right click over the pedigree select Background Settings then click Add Photo See Pedigree Design Background Photos p How do I get Champions etc to be highlighted in the pedigree e g in red A Make sure that you enter the title part of the name into the separate Title box in the Animal Details window don t include it as part of the name This way PedPal will know to use title highlighting when displaying the name e g in a pedigree To change the way names are highlighted e g to have them in bold rather than red select File Document Settings then select a different Title Highlighting option See Customization Name Format Q How do customize PedPal A Customizations that are not specific to the current pedigree data file display preferences etc are controlled using the Preferences window select Preferences from the File menu Customization specific to the pedigree data such as the user defined fields are controlled using the Document Settings window select File Document Settings See Customization Q How do uninstall PedPal A Windows Open Control Panel and select Uninstall a Program or Add Remove Software Mac Just drag PedPal to the trash can
32. mall gt lt span gt lt strong gt lt sub gt lt sup gt lt u gt lt ul gt Some CSS styling is available by setting a style attribute e g in conjunction with the lt span gt tag The following CSS properties can be used background color color font family font size font style font weight text decoration font Field Codes Field codes act as placeholders for data taken from the animal records They are always enclosed in square brackets and can take one of 2 formats FIELD NAME LIST TYPE FIELDS SELECTOR LIST STYLE SCALE FACTOR The first and simpler format is used when a single field value is required as in the above example The FIELD NAME parameter is simply that a valid field name see below The second format is used to expand a list of field values It takes 4 parameters although only the first is actually required the others are optional The parameters are separated by spaces Parameter Description LIST TYPE Used to specify whether the list of field names are to be labelled or not and whether or not upper lower case conversion is to be carried out Use for a labelled field list or for an unlabelled list If you want to force the list to be in lower case add the letter L Or add U to force to upper case E g L would generate a list of lower cased labelled field values FIELDS SELECTOR This specifies which fields are to be included In its simplest form it just consists of i e an as
33. n Padding Border Color Border Style Fill Style Fill Color Font Face Font Size Text Alignment Text Color Padding Border Color Border Style Fill Style Fill Color Font Face Font Size Text Alignment Text Color Photo Position Padding Border Color Border Style Fill Style Fill Color Font Face Automatic Value 0 1 inches all round Black None Transparent System Default 11pt 0 1 inches all round Black Horizontally centered vertically middle None Inherits from Form Defaults None Inherits from Form Defaults Inherits from Form Defaults Inherits from Form Defaults Inherits from Form Defaults Horizontally centered vertically middle Inherits from Form Defaults Bleed 100 centered Inherits from Form Defaults Inherits from Form Defaults Medium rounded solid line 0 01 inch thickness Inherits from Form Defaults Inherits from Form Defaults Inherits from Form Defaults Inherits from Form Defaults Inherits from Form Defaults Inherits from Form Defaults Inherits from Header Group Inherits from Header Group Inherits from Header Group Inherits from Header Group Inherits from Header Group Inherits from Header Group Inherits from Header Group but made 40 larger Inherits from Header Group Inherits from Header Group Bleed 100 centered Inherits from Header Group Inherits from Header Group Inherits from Header Group Inherits from Header Group Inherits from Header Group Inherits from Header Group 15 Ancest
34. o be set separately for different depths of ancestry Finally there is a separate group of settings for each distinct generation within a pedigree of given ancestry depth E g for the parents in a 5G pedigree you might want to use a smaller font scaling than for the parents in a 3G pedigree If you right click over the ancestors box you will see these three different groups of Ancestor Cell Settings you can change E g if you have a 4 generation pedigree shown and you right click over a grandparent cell you will see a popup menu that includes these options Ancestor Cell Settings G2 4 Specific these are the generation specific settings Ancestor Cell Settings G4 Specific these are the ancestry depth specific settings Ancestor Cell Settings Default settings common to all depths generations Hierarchy Group Ancestor Cell Default common to every generation for all ancestry depths Ancestor Cell GN Specific common to every generation for a specific depth N of ancestry Ancestor Cell GX N Specific i e specific to generation X within ancestry depth N Property Border Color Border Style Fill Style Fill Color Font Face Base Font Size Pre Scaled Text Color Text Alignment Border Color Border Style Fill Style Fill Color Font Face Base Font Size Pre Scaled Text Alignment Text Color Photo Position Box Gap Padding Border Color Border Style Fill Style Fill Color Font Scaling
35. or simply user fields PedPal has a limit of 10 user fields in a data file When you create a new data file PedPal starts it off with a selection of user defined fields that are commonly used such as registration number breeder name and so on You can delete any of these user fields that you don t need Data fields can be customized in a number of ways Add delete and edit the user defined fields choose File Document Settings then select the User Fields tab Change the labels used by system fields by adjusting the terminology settings see Customization E Change the default field usage i e select where they appear in pedigrees and windows choose File Document Settings then edit the individual fields on the User Fields amp System Fields tabs Change the order in which fields are listed choose File Document Settings select the Field Ordering tab then adjust the ordering as required System Fields Field Purpose Field The meaning of the data in this column Date of Birth Self explanatory Date of Death Self explanatory Sex The animal s gender Sire and Name of the sire and the dam Dam Suffix The name suffix There is an option to have this automatically appended to the animal s name when it appears in a pedigree See Customization Name Format Title The animal s title This is prepended to the animal s name when it appears in a pedigree and its presence determines whether the name is display
36. ors Box Font Size Text Alignment Text Color Photo Position Padding Border Color Border Style Fill Style Fill Color Font Face Font Size Text Alignment Text Color Photo Position Inherits from Header Group but made 60 larger Inherits from Header Group Inherits from Header Group None None Inherits from Form Defaults None Inherits from Form Defaults Inherits from Form Defaults Inherits from Form Defaults Inherits from Form Defaults Inherits from Form Defaults Inherits from Form Defaults Bleed 100 centered 16 Pedigree Design Ancestors The Ancestors box makes up most of the printed page The settings that control its appearance are Asripay ino one set in two quite different ways Cupi mee ANDAY T Re Array Queen Of Shebe Firstly as a box in its own right just as with other boxes such as the Title box or Logo box you Chocaholic oan Sem fo cose can control its border background and so on For further information see Pedigree Design Box oon Artony Dast Magician Settings Golden Aripay vanilla Pos Aero Vra Atterrot But separately you can control the appearance of the individual ancestor cells that the ancestors ees box contains Champion Arripay ea saen Sacoen Arripay Breaks Everything Siver LR wren Que Ot eta lt Ancestors Box Settings Surprise an probes ebb The default settings for the ancestors box itself are that it has no border no padding and no fill Ge
37. ould you want that Note that text color can also be set in the form defaults and often this is the best place to change it If you do it this way you can change the text color for the whole pedigree in one place assuming all the boxes default to their normal automatic setting Alignment The text in a box can be aligned both horizontally and vertically The horizontal alignment can be either Left Aligned or Center Aligned The vertical alignment can be Top Aligned Middle Aligned or Bottom Aligned 21 Pedigree Design Photos PedPal makes it easy to include images in the pedigree You can use photos as background images watermarks have a dedicated photo box in the heading for the subject animal use a photo as a logo and you can include photos in the ancestors box Commonly used image formats are supported including JPEG PNG and TIFF Whilst often used for images that are actual photographs they can of course be images produced in other ways such as clipart or line drawings Photo Boxes These are the boxes that can appear in the pedigree header that are intended for photographs or other images There are several such boxes all of which are optional The Logo box which on the left side of the header is intended to hold an image that is your logo such as a graphic that promotes your kennel cattery etc It displays an image that does not vary as you move between pedigrees The Photo box which is to the right of t
38. pedigree For further information see Customization Click Print Preview Pedigree to see how it will appear when printed or use Print Pedigree to print it without previewing first Barr Arripay Retrievers E 2090 1877 4004 cole Arn vanita Pea dea ote SS apo 10877 01 clan Arripay Silver Arripay Vanilla 17195 0008 Coa The PedPal main window Pedigree Data Files The data you enter names of animals etc is stored in pedigree data files These files have the extension ped E g MyData ped The full version of PedPal has a limit of 10 000 records in a single data file You can have as many data files as you like Typically you will need just one pedigree data file that stores the details of all the animals you enter The likeliest reason you might need to have multiple files would be to store records of different unconnected groups of animals E g different breeds or animal types altogether After you have started a new pedigree data file as you do when you first install PedPal when you try to close the program after entering data you will be asked for a file name to save it as Once saved PedPal will remember the file name you most recently used and will ask if you want to open that file next time you start the program You should keep your pedigree data fil
39. rst To alter the paper margins and orientation portrait landscape prior to printing use the buttons to the left of the pedigree in the main window Margins PedPal sets default paper margins depending on your printer and its setup In most cases this should produce a sensible and consistent margin on all sides of the paper But if not you can change this click the margins button to the left of the displayed pedigree a Understanding Printer Margins This section contains a more detailed explanation of how PedPal sets paper margins and how margin settings work with your printer and chosen paper size Most printer devices have physical limitations on their printing capabilities Obviously the supported paper sizes vary But in addition most printers are not physically capable of printing on the entire sheet of paper there are usually parts of the sheet that the printer simply cannot physically print on You can instruct PedPal to attempt to print onto that maximum part of the paper by selecting the Full page option within the Print Margins window Your computer will also have a default margin setting for the chosen printer This should be a sensible default its actual size is system specific You can instruct PedPal to use the default margins by selecting the Use printer default margins option within the Print Margins window This is the normal setting and an in ideal world will produce a good result without you having to change anything
40. rt 2 3 01 18 June 2014 Intemal changes 2 3 00 27 May 2014 Maintenance release 2 2 03 April 2014 Bugfix could cause crash after use of File Settings in certain circumstances 2 2 02 March 2014 Initial public release PedPal is a product of Tenset Technologies Ltd 2014 All Rights Reserved PedPal is a registered trademark of Tenset Technologies Ltd in the United Kingdom v2 3 02 July 2014 Apple Mac and Macintosh are traderrarks of Apple Inc registered in the U S and other countries Mcrosoft and Windows are registered trademarks of Microsoft Corporation in the U S and or other countries 34
41. s inbuilt fields For further information see Customization Data Fields The FIELDS SELECTOR defaults to if not given LIST STYLE This controls how the fields are separated Use for a comma separated list Use UL for a bullet list with each field on a separate line Use OL for a numbered list with each field on a separate line Or use L for a simple list without bullet or number prefix with each field on a separate line The LIST STYLE defaults to if not given SCALE FACTOR This is an optional percentage value by which the text size will be scaled It defaults to 100 i e unscaled Examples L A labelled list of field values without case conversion with each field on a separate line 70 A comma separated list of unlabelled field values scaled to 70 text size Breed BL A bulleted list of unlabelled field values excluding the Breed field 19 Field Names Field names are managed separately for user defined and system fields User defined fields i e ones that you can add and remove to your data file have names that you set yourself using the User Fields tab of the Document Settings window For further information see Customization Data Fields System fields i e those that are built in by PedPal have both a hard coded intemal name and also a name derived from the current terminology settings To alter these names use the Terminology tab of the Preferences window Hard coded names always
42. stors All other boxes such as the Logo Fixed Photo and the form background do not support field codes E g if you set the text for the Title box to Pedigree Of Name then the Name part will be replaced with the animal s actual name So if you had entered a record for an animal called Fred then the pedigree Title box will contain Pedigree of Fred Generally the text string does not control the formatting such as font face size and color However there are some exceptions to this see Formatting Codes below It is possible to change all the text within the pedigree boxes Just right click over the relevant box and select the appropriate Settings entry from the popup menu Anything that is enclosed in square brackets such as Name in the above example represents a data field and will be replaced with data taken or deduced from the current record Anything that is enclosed in curly brackets braces such as S 120 represents a formatting code which will affect the appearance of the following text but not the text itself Field and Formatting Codes are described below Embedded HTML It is possible to use some HTML tags within the text To have these work as expected you need to check the HTML option that is beneath the text box in the settings window The following HTML tags are supported lt b gt lt big gt lt br gt lt em gt lt font gt lt i gt lt li gt lt ol gt lt p gt lt s gt lt s
43. t is cropped if its aspect ratio does not match that of the box Stretch The photo is drawn so that it fills the box right up to but not including the padding and it is cropped if its aspect ratio does not match that of the box This usually looks better without rounded borders Normal The photo is drawn at the maximum possible size whilst retaining its aspect ratio but without cropping This will usually result in there being space either above below or left right of the photo Padding is respected None No photo is shown at all Whilst this might not seem very useful it is often used within ancestor cells so that pictures that have been stored in the ancestor records do not normally show in the ancestors table 24 Pedigree Design Photos With Text The content of most boxes can be made up of text and or a photo In many situations a box displays either text or a photo but not both For this reason most boxes format both their text and photo content to use all the available space centered both horizontally and vertically If both are present they will superimpose each other with the text uppermost To change this behaviour you can alter the a box s Photo Position settings Note that when both text and a photo is present unless you want them to overlap you need to ensure that you arrange the photo position settings so there is enough space left over for the text The Photo Position settings are as follows Setting Descr
44. terisk which causes it to default to an automatically determined list of fields deemed appropriate for the context in which the text box appears This is the most commonly used setting for the selector Alternatively to have a specific list of field values the selector can be given as a comma separated list of field names There should be no spaces in the list if you cannot avoid this because there are fields whose names include spaces then you must place the whole list in single quotes E g Breed Eye Color Finally the selector may use the syntax FIELD LIST which acts like except that the fields named in the list are excluded E g if you wanted to have a field list that included all fields deemed appropriate for the given context but not the Breed or Color fields you could use Breed Color You can control which fields PedPal deems appropriate to be used in any given pedigree context with the and FIELD LIST forms of selector by setting the Normal Field Usage options within the Document Settings window See Customization Data Fields E g you might want the Color field to appear in the ancestors box for the parent and grand parent generations but not beyond You might be wondering how PedPal determines which fields are deemed appropriate for any given context The answer is that this is something you can configure on a field by field basis l e you control it though PedPal chooses sensible defaults for all it
45. the other boxes But because it is a box it can have its own photo which is how the watermark is set but can also have text if you so wanted it See Pedigree Design Box Settings Pedigree Design Text Pedigree Design Text Style Pedigree Design Photos Pedigree Design Photo Cropping and Pedigree Design Photos With Text 23 Pedigree Design Photo Cropping This help topic explains how to control image sizing and cropping and how the various photo Mode settings can be used To alter how a photo is sized cropped there are two main approaches Resize the area in which it is displayed to change its aspect ratio to match the image The aspect ratio of a photo is its width divided by its height By resizing the area in which the photo is to be drawn so that it matches the aspect ratio of the photo itself little or none of it will be cropped To do this first click the Design checkbox near the top of the main window then drag the resize bars that appear in the form display To hide the bars just click Design again This is obviously not possible with a background watermark image although you can adjust the margins Or alter the photo positioning Mode When a photo is displayed the default setting is for PedPal to stretch it so it occupies the entire area in which it is drawn whilst retaining its aspect ratio This is the so called Bleed setting and what it means is that unless the aspect ratio of the photo matc
46. the photo Re open the same Settings window but this time change the Photo Position so that the Mode is set to Normal Photo the Alignment is set to Photo At Bottom and the Scaling is set to 50 Click OK The pedigree again changes and now the sire s photo is smaller and aligned to the bottom But the text is still the same size and whilst the text has moved up it still partly overlaps the photo a T Fictitious Beast 19 11 1981 A0001 25 6 The problem now is that the text is just too large By changing the photo alignment so the photo is at the bottom we have caused PedPal to attempt to put the text above it and whats happened is that it has drawn the text centered in the space above the photo but because the text is still too large it has overflowed the available text space both above and below The overflow above has been clipped to the text box boundary and the overflow beneath has overlapped the photo What we need to do is to reduce the text size Re open the same Settings window again but this time stay with the Text tab and set the Font Scaling to a much smaller value say 100 Click OK The pedigree again changes and this time we are getting the kind of thing we were after smaller text that is displayed above the photo without clipping or overlapping a ot CH Arfipay Fictitious Beast 29 1419 acco Ses Slan In practice achieving a photo pedigree style with photos for all the ancestors is quite hard
47. tory 30 31 32 33 33 34 Getting Started Begin by selecting PedPal from the Windows Start menu or from an icon on your desktop To begin a new pedigree file choose File New i e select the New option on the File menu Or to open an existing file use File Open PedPal also has some built in example pedigrees for demonstration purposes To display one of these choose File Open Sample Pedigree If you have pedigree data from another source that you want to import such as from a different pedigree program or a spreadsheet start by creating a new file and then choose File Import Data See Importing Once the file is created opened the Main Window is displayed Main Window The main window is taken up mostly with a pedigree form you fill in by clicking in the various boxes Just follow the on screen instructions to enter the data The pedigree layout can be customized in many ways Use the buttons and checkboxes above the pedigree to enable disable various boxes such as whether a signature box is to appear beneath the ancestors the number of ancestor generations to display and so on To access additional layout options click the Design option above the pedigree You will then be able to change the font and other settings and you can resize the various elements of the pedigree by dragging the divider bars that appear There are many additional changes you can make for example you can add extra data fields to appear in the
48. vorite Phoenix Example 2 In this case the animal is given by both a name and an id number and the sire dam linkage is through the id number name s_id d_id id Arripay Blue Surprise 2 29 1 Arripay Breaks Everything 26 22 2 Arripay Brown Beauty 19 5 3 Arripay Brown Boy 4 Arripay Candy Girl 5 Arripay Champagne Charlie 16 22 6 Arripay Chocaholic 6 29 7 Arreipay Choccy CNIS r roy Arripay Dark Crystal 12 17 9 Arripay Dark Magician 4 25 10 Example 3 Similar to the above but this time with a column for date of birth ID Sex DOB Sire Dam Abbots Wisdom M 30 03 1930 Diver Of Woolley Sewardstone Tess Abbotsford Rosa of Tasvane F 30 04 1986 Tasvane Taraius Rachenco Sunshine Alexander of Elsiville M 15 05 1944 Torrdale Tinker Zena Of Elsiville Alexia of Tillwood Rachenco F 30 04 1973 Spartan of Rachenco Wayfarer of Tillwood Alresford Advertiser M 15 04 1951 Alexander of Elsiville Alresford Mall 10 Exporting Use this feature to transfer data from PedPal into other programs such as other pedigree programs or to a spreadsheet Choose File Export Data then specify the output file to be created Note this file will be overwritten if it already exists Select the output file format which should be either a Text file txt for a TAB separated file or a CSV file csv for a comma separated file Next the Export Text CSV wizard is displayed This lets you control the format of the export file
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