Research wizard

Genealogical Data Analysis helps you advance your research by identifying missing sources of information and organizing their retrieval.

To guarantee the completeness and traceability of your information, Genealogical Data Analysis :

• checks that the information is correct (e.g. date of birth);
• checks that the information is sourced, i.e. that the document from which the information was transcribed is indicated in the sources.

The Research Wizard then draws up a list of searches to be carried out, using the method of your choice.

The Research Wizard window

To display the wizard window, you need to open the main Genealogical Data Analysis window and select a file from the list, then :

• either use the “Files” menu / “Show searches” option;
• or use the button on the banner;
• or right-click on the list and select the “Show searches” option.

Search information

The research wizard window displays information about the selected search.

You can :

• Select another search by choosing it from the list and using the [Use this search] button.
• Calculate or recalculate the hive using the [Calculate search] button.
• Choose a “root” person from which to display results (depending on the search method chosen) by selecting it from the list and using the [Select] button.
• Create a search from an analysis by selecting the analysis from the list and using the [Create search] button.

Information on individuals and information

The research wizard window displays the list of individuals in the order resulting from the selected search method.

For each individual, the list indicates missing or unsourced information.

Suggested action(s)

For each item of information to be searched, the research wizard displays the recommended action(s). Simply select a line from the list on the left (list of individuals and information) to display the suggested actions on the right.

Proposed actions are defined according to the information to be searched and the information already known. Each action is proposed in the following form:

• Finding: this is the reason why the wizard proposes an action. For example: “The birth of an individual is not sourced”.
• Suggested action: this is the action to be taken. For example, “Search for information on the individual’s place of birth”.
• Evidence: this is a reminder of what is known. For example, the name, date and place of birth of the individual for whom information is to be sought.
• Suggested action(s): These are detailed instructions with as much detail as possible about the action to be carried out.

The number of proposed actions depends on the information to be sought and the information already known. If no action can be proposed, the assistant will tell you why. In general, the reason is the absence of known information.

Create a search

You can create a search for each analysis performed on the GEDCOM file.

To create a search :

1. Select an analysis from the list
2. Use the [Create a search] button.

The following window appears.

Select root person

The Research Wizard can take into account a “root” person from whom to organize searches. You can select another person by choosing them from the list and using the [Select] button. The list is displayed starting from this person, without recalculating the search.

Select the method to be used

You can choose the search method to be used:

• Follow a progressive method (by ascendants): by selecting this method, Genealogical Data Analysis searches for the ascendants of the root person (see below) and displays them in the order of the ascendants of this root person (browsing the paternal branch then the maternal branch).
• Follow a progressive method (by descendants): by selecting this method, Genealogical Data Analysis searches for the root person’s descendants (see below) and displays them in the order of that root person’s descent.

Calculate search

Confirm your choices with the [Calculate search] button.

The wizard performs the calculation based on the results obtained during the analysis and applying the selected options. The list of information is then displayed according to the search method selected and the filters chosen.

Using a search

To use an existing search :

1. Select a search from the list of searches.
2. Confirm with the “Use this search” button

Move around the list

In addition to moving vertically through the list, you can also go directly to the list of searches to be carried out for a person:

• double-click (left mouse button) on a line: the assistant will display the list starting from the person concerned.
• or by selecting the list and clicking on the banner button: . The wizard will display the list starting from the person concerned.

Filter results

The list contains both sourced and searchable information.

You can choose to display all information or only the information you wish to search for. This choice can be saved in the options.

Display individual record

Individual records display information on a person-by-person basis.

To display an individual’s file, select a line in the list concerning that person and click on the button in the banner: .

Select another root person

You can change the root person used to display the list.

1. Select another person from the list.
2. Confirm using the [Select] button.

Genealogical Data Analysis then displays the list of individuals and information based on the new root person selected , without recalculating the search.

Recalculate (update) search

You can recalculate the search as many times as you like, in particular to modify the search method.

1. Use the [Calculate search] button.
2. Modify your choices in the search calculation window.
3. Recalculate the search.

Genealogical Data Analysis recalculates the search and displays the list of individuals and information starting from the selected root person.

Export search results

You can export search results in Excel format. To do so, once the list is displayed, use the button on the banner: .

Print search results

Using the button, a report containing the people and information displayed in the window can be printed or exported in PDF or Word format.

Two lists are available:

• A list organized by person: the information to be retrieved (for each person) is shown with suggested hints.
• A list organized by location: the information to be retrieved is indicated by place, period and person concerned.

List by person

List by location

Delete a search

It is not possible to delete a search. Searches are deleted when the analyses from which they were calculated are deleted.

You can, however, recalculate a search. The result obtained will cancel and replace the previous result for this search.