Creating families and family sets
Applies to: Details Mode
Version 4.2 added the ability to create families of subjects (See "Families - an inroduction")
Families are arranged in Family Sets. A 'default' set, simply called Families, is always present. Other sets can be added and named by the user as needed. The default family set has the following important property:
Families within the default family set must contain unique subjects. It is not possible for a subject to belong to more than one family within the default family set.
The above restriction does not apply to any user defined family sets. It is therefore recommended (although not compulsory) the default family set be reserved for siblings since siblings by definition belong to a single family. Additional family sets can be used for other miscellaneous groups such as teams where a subject can belong to several trams withing the one family set.
To create additional family sets:
- From the menu select Edit>New family set
- Name the family set as desired
Like creating folders, families can be created manually in Details Mode or by importing a text file
Creating families in Details Mode
Families can be created in a number of ways.
- Click the New family icon in the toolbar.
- From the menu select Edit>New family
- Use the Control+G keyboard shortcut
- Drag subjects onto the family set name
The three methods above all create families in the currently selected set.
In the absence of additional family sets or if no set is selected the new family will be created in the default set.
Once a family has been created it can be named and subjects added to it.
Adding subjects to the family
Once a family has been created, adding subjects to the family is simply a matter of dragging them into the family
- Select the All folder so all subjects are visible regardless of their home folder
- Select the subjects
- Drga the subjects into a family
Automatically creating a family from selected subjects
Additonal methods for creating families involve selecting subjects first and creating the family in one step.
Select the subjects first then either ...
- Shift-click the new family icon. This will always create the new family in the default set and add the subjects to it.
- Drag the subjects to a family set. This will create a new family in the set and add the subjects to it.
By default the new family will be named according to the subject(s) last name field. This may be modified as needed.
Creating families when importing a text file
Families can be automatically created when importing a text file - adding subjects to the family in the process. This is achieved by mapping a 'Family' field in the text file import setup window
It is not possible to create family sets with a text file
The text file
Consider the following simple text file. It contains four families - Renshaw, Miles and two different Aitken families (It also contains a subject, Ian Holmes, that does not belong to a family).
Note the inclusion of a 'family' field. This contains the name of the family to be created. Although it is possible to use any field to create families (notably the lastname field) this is not recommended since it cannot distinguish between different familes with the same lastname. The Aitken family in the above text file exemplifies this. Had the lastname field been used to create families the result would have been a single Aitken family with four subjects. Although this situation could later be remedied manually in Details Mode it can be avoided by using a dedicated Family field and giving each family a distinct family name.
Importing the text file
Creating families is then a simple matter of mapping the family field in the text file to the family field in the Setup window. The text file above would be mapped in the following manner.
The result of importing the text file is shown in the following screen grab. Note the two different Aitken families.
The family key
Upon creating a family, a unique eight character key is
automatically assigned to the family. In the screen grab above the
key for the Aitken (E+L) family is 9VRTWPVJ. The family key
provides one of the methods of ordering the family image online.
Matching an image to a family
Ordering the family photo
End of article