                     . . . . . . . . . . . . . . . . .                          
                         The Master Genealogist (TMG)
    .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 
                             CHANGE LOG - v3.5
     .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .   .
       .    .    .    .    .    .    .    .    .    .    .    .    .
       .     .     .     .     .     .     .     .     .     .     .
         .      .      .      .      .      .      .      .      .
     .       .       .       .       .       .       .       .       .
          .        .        .        .        .        .        .
       .         .         .         .         .         .         .
    .          .          .          .          .          .          .


This file describes the enhancements and changes incorporated in 
the v3.5 update to The Master Genealogist (TMG) for Windows.

New features and changes are itemized in the following categories:

	Fixes to Problems in v3.0
	Data Entry Enhancements
	Views and Navigation Enhancements
	Source/Citation Enhancements
	Match/Merge Enhancements
	Importing Data Enhancements
	Toolbar Enhancements
	Custom Report Writer Enhancements
	Configuration and Backup Improvements
	Miscellaneous Enhancements/Modifications


Fixes to Problems in v3.0
-------------------------
o v3.5 Fixes everything listed on www.whollygenes.com/faqkp30.htm,
  including :
   - Fixed fatal clicking on child list in Tree View in 800x600
   - Fixed fatal producing columnar ahnentafel to file.
   - Fixed display of possible values in Flag Customization.
   - Fixed plus sign when outputting Modified Register directly to
     printer/screen.
   - Fixed handling of invalid sentence variables in a name tag
     (e.g., "[PO]","[L]")...
   - "M" key fixed for access to primary mother tag on Person View.
   - Fixed ISCRHDW error generating LOP, LOE, LON output to file
   - Fixes problem redrawing Person View when toggling primary
   - Fixed GENREPW error generating second report (I hope).
   - Fixed exporting from Geobase
   - Fixed fatal adding source of a source.
 ...plus a number of less common errors and enhancement requests.


Data Entry Enhancements
-----------------------
o Dates
   - The date fields have been lengthened to accomodate longer dates.
   - Now recognizes "btw" in the date field as an abbreviation for
     'between.'    
   - Now supports SAY dates (e.g., "born say 1820").
   - Now supports FROM TO dates (e.g., "employed from 1920 to
     1945...")
   - System Configuration now includes an option to "Prompt to update
     sort date." If turned off, the sort date field will be updated
     whenever the date field is changed.

o Sentence Construction
  The following new sentence variables are supported.
     [PG]   Current Principal, Given name (Robert Joseph)
     [PF]   Current Principal, First word of given name (Robert)
     [PGS]  Current Principal, Possessive given (Robert Joseph's)   
            (uses English possessive rules)
     [PFS]  Current Principal, Possessive first word of given (Robert's)  
            (uses English possessive rules)
     [PS]   Current Principal, Possessive name (Robert Joseph Velke's)  
            (uses English possessive rules)

     [POG]  Other Principal, Given name
     [POF]  Other Principal, First word of given name
     [POGS] Other Principal, Possessive given
     [POFS] Other Principal, Possessive first word of given
     [POS]  Other Principal, Possessive name

     [P1G]  First Principal, Given name
     [P1F]  First Principal, First word of given name
     [P1GS] First Principal, Possessive given
     [P1FS] First Principal, Possessive first word of given
     [P1S]  First Principal, Possessive name

     [P2G]  Second Principal, Given name
     [P2F]  Second Principal, First word of given name
     [P2GS] Second Principal, Possessive given
     [P2FS] Second Principal, Possessive first word of given
     [P2S]  Second Principal, Possessive name

     [AE]   exact age (years, months, and days) of current principal
     [AOE]  exact age of the other principal
     [A1E]  exact age of principal #1
     [A2E]  exact age of principal #2

o New "Quick Add" feature for second principal and witness
    entry screen with which you can add a new person without leaving
    the event.

o When a tag is edited and saved, the cursor now repositions
    itself at the tag that was just edited (instead at the top of
    the list).

o Reference field now supports cut/copy/paste/repeat, and macros.

o Data entry now supports older Windows 3.0 conventions for cut 
    (Shift+Del), copy (Ctrl+Ins) and paste (Shift+Ins).
  
o An improved cursor and mouse click behavior has been implemented
    on all data entry screens.

o The ID number of a new person can now be changed on the Add
    Person screen and Quick Add screen before saving the new person.
    A search menu option allows searching for unused ID numbers.


Views and Navigation Enhancements
---------------------------------
o The View menu now optionally displays a view history: a list of the
  most recently accessed views in the current data set during the
  current session.
   - up to the 35 most recent views are remembered (numbered 1-9 and
     A-Z).
   - the view history is reset when the data set is changed and each
     time the program is started. That is, it is a history of the
     current session only.
   - the tabulation of the view history takes some time and can
     slightly slow down the switching between views. Therefore, the
     feature is OFF by default.
   - the history is kept up-to-date if you delete, rename, renumber,
     or merge people.
   - the System Configuration Screen now has options to
     enable/disable the view history, set the number of views to be
     remembered, and specify whether the history options should
     return the user to the same subject ID and P/F/T View (as
     opposed to just subject ID).

o A new System Configuration option allows you to turn off the
    screen tabs (Person/Family/Tree) to make more room for the Tag
    Box, etc. If the screen tabs are turned off, you can still switch
    between these views with ^P (ctrl-P), ^F and ^T, or the View menu.

o TMG now supports 10 bookmarks.
      ^K       Sets bookmark to the one selected from 
               the list. Check mark on list indicates 
               the last one set.
      <Home>   Returns to last bookmark that was set.
      ^<Home>  Returns to bookmark selected from list.
    When scrolling the list of bookmarks, the setting for the
    highlighted bookmark is displayed in the status bar.

o New option on Change menu in the Person View to display
    either Last Edited Date or Number of Tags for a person

o Fixed inoperable buttons (i.e., requiring double click) after
    jumping between people while cursor is in a scrollable list.

o The menu on the Tag Type List now includes options to:
        Toggle Active Flag (F8)
        Activate all LDS tag types
        Deactivate all LDS tag types

o The Accent feature now affects the display of names on the
    Picklist.

o READONLY option in TMG.INI now allows viewing of entire tag.

o Now displays the subject's lifespan after his/her name on the PV, 
    just as it does for father & mother.  (Default is on).

o If the user accepts the prompt to create a married name record upon 
    saving a marriage, the marriage date and sort date will optionally 
    be copied to the married name record.  A new option on the System 
    Configuration screen allows the user to avoid having the dates 
    copied to the new name record (that option is ON by default).

o The Family View now displays the spouses of children.  When multiple
    spouses are recorded, it will show the spouse most recently viewed
    in the context of that (child) subject.
   
o The System Configuration Screen now includes a new option to control
    the sorting of name tags (top, bottom or by sort date) so, e.g., all
    names can be forced to the top of the PV even though some may have 
    dates. When there is a conflict, this option overrides the option 
    which controls the sorting of undated tags.
   
o In the citation detail field and similar free-form fields, Ctrl+End now 
    goes to the end of the field (i.e., like memos). In other data entry 
    contexts, Ctrl+End emulates End.

o HOME and END now move to the top and bottom of the Picklist, respectively.

o The data entry shortcut for UNDO (was Ctrl+U) is now Ctrl+Z, to be 
    consistent with the standards Windows interface.

o The hotkey for Zoom (mostly relevent in the Text editor) has been changed 
    from Ctrl+Z to Ctrl+F10 for the same reason.

o Picklist searching now supports and displays diacritics.

o Sort Picklist by Soundex surname is now by Soundex surname + given 
    (not Soundex surname + surname + given)

o Sort Picklist by Soundex given is now by Soundex given + surname
    (not Soundex given + given + surname).

o Picklist can now by sorted by the Reference field.


Source/Citation Enhancements
----------------------------
o  Added support for source templates.

o  Select Mills or Lackey source categories on System Config, 
     applies to specific data set (not program-wide).

o  Select standard or customized version of source templates

o  Data entry fields are patterned after those variables which are 
     referenced in the source templates.  The user can select other labels 
     to record data types which are not included in output.

o  On Source Definition Screen, the appearance of each source field
     indicates its use in the footnote, short footnote, and bibligraphy.  
     For example:
          Date - One or more references in FF, SF or B is unconditional
      < Date > - All references are conditional.
          date - No references in FF, SF, B

o  As always, the override fields circumvent all templates if used. 
     However, override fields may now include references to variables.

o  Author, Compiler, Editor, etc., fields are now text fields like all others.
     If the user enters an ID number in such a field, however, the link will 
     be established to that person and the name will be displayed.
     In other words, Author ID and Author Name fields are now combined
     into one and the program will determine which one you entered.


Match/Merge Enhancements
------------------------
o A new "Check for Duplicate People" function on the Person menu
  provides for a greatly improved Match/Merge process:
   - The "Check for Duplicate People" screen allows you to specify
     search criteria for possible Merge candidates, using surnames,
     given names, birth and death dates (including range of years
     evaluated, etc.), and characteristics of parents' names
   - The "Check for Duplicate People" screen also includes a
     Phonetic Sampler button to test phonetic comparisons and
     measure the effect of a phonetic threshhold. (The Picklist
     Filter screen now also has this new button).
   - After any matches in the search for duplicates have been found,
     a "Details" button triggers the Merge process to display a
     split screen and a combined screen for comparing two people and
     all of their tags. Tags are color coded to identify their
     owner. Each tag can be marked/unmarked to designate whether it
     should be retained after the merge.
   - The "Merge Two People" function on the main menu now uses the
     same features described above to compare the two people before
     merging.
   - The System Configuration - Colors screen now includes new
     options to control the colors of the left and right person on
     the merge screen.

Importing Data Enhancements
---------------------------
o BK Import 
    - includes new option to append the contents of external
      text files ($$...TXT) to note tags and other improvements.
    - BK import module "[X] Marriage Requires Ceremony" option now
      only applies if the marriage date/place fields in the marriage
      record are empty.
    - supports new option to control the length of the reference field.

o Roots III import has some new options:
     - Import estimated dates as sort date only
     - Import SRC file for person as text (not as source).
     - Refer to original RIN in source record
     - Import Person Text file (TXT) as "R3 Note" with full
       sentences
     - Added better options to distrubute record footnotes.
     - Now inserts space after .u .s .b dot commands.

o New GenBridge(tm) direct import modules include:
     Family Gathering
     Family Origins v4, v5, v6
     Family Roots
     Family Tree Maker v3, v4
     Roots IV
     Roots V
     Ultimate Family Tree
     Visual Roots
     

Toolbar Enhancements
--------------------
o The Person/Family/Tree Views now employ a real Windows toolbar.

o ToolTips (aka Bubble Help) are supported. The color of ToolTip
    messages is determined from the Windows system colors components
    for Window text (for ToolTips foreground) and Application
    Background (for ToolTips background). Note that while Windows95
    has a separate color component called "ToolTips," it is not
    currently consulted. Note also that ToolTips are only supported on
    the toolbar, not on other screen buttons.

o Toolbar customizing:
   - The System Configuration Screen includes a new tab for
     "Toolbar." This is a very powerful feature by which you can
     control the number, sequence and spacing of toolbar buttons as
     well as the function, icon, text, and ToolTip message for each
     of the individual buttons. In other words, you can design your
     own toolbar, including, for instance, a custom button to return
     to each of the ten bookmarks, a button to access the Master
     Source List, or a button to backup the current data set without
     exiting the program.
   - Selectable functions include any features which are accessible
     through the main menu (more than 170).
   - Additional "Special Functions" allow you to design buttons
     which pass a user-defined value to a procedure in order to:
        - execute a report with a specific configuration name
        - add a tag of a specific type
        - load a specific data set
        - execute a specific Windows program
        - edit a specific timeline
        - toggle the accent feature
     Unlike static functions, these can be reused on multiple
     buttons, each with a different user-defined value.  So, for
     instance, you can design one button to execute each of your
     favorite reports.
   - You can add/design as many new icons for the toolbar as will
     fit, given your screen resolution.
   - The buttons can be BMP, ICO, or user-defined Text. Most
     functions default to a text button (which is smaller than an
     icon) with just the first letter of the option name. To change
     the button text or to specify a BMP or ICO instead, highlight
     the toolbar option on the list and click on Properties.
   - If you edit the properties for the Exhibit Log button or the
     Research Log button then you can specify details about the
     appearance of that button in both states (normal and
     highlighted) to distingish whether or not there are any records
     in the log(s) for that person. (By default, the button glows
     green when there are records in the log). You can also specify
     different ToolTips messages for the normal and highlighted
     conditions. Note, however, that modifications to these
     button(s) on the toolbar do not affect their appearance on
     other screens (e.g., Tag Entry Screen, Source Definition
     Screen, and Repository Definition Screen).
   - This introduction of the tool bar prompted some changes to the
     layout of the Person View, particularly:
        - the toolbar is now above (rather than below) the 
          P/F/T tabs.
        - the default toolbar now includes buttons to exit 
          TMG, open a data set, and load the CRW.
        - the name of the current data set now appears in 
          the title of the main TMG/Win window.
        - the current sort order of the Picklist is no 
          longer displayed.
       -  The toolbar and ToolTips can be disabled with 
          new options on the System Configuration screen.

Custom Report Writer Enhancements
---------------------------------
o Now supports output to Rich Text Format. RTF output selection does not
    support table of contents, index, endnotes, or bibliography. For
    support for those features, choose the native format for your word
    processor.

o List of People and List of Events now allow filters based on Sort
    Date

o List of People and Distribution of People reports now allow filters
  and output columns which reference the names of parents.

o New TMG.INI option PRINTERPROMPT=ON triggers a printer selection
    dialog box when a report is generated (rather than using the
    printer assigned to the report configuration).

o New TMG.INI option READONLYCRW=OFF determines whether the READONLY=ON 
    setting applies to the CRW. (ON is default)
    If READONLY=ON and READONLYCRW=ON (or missing) then the user 
       cannot edit data or generate reports. 
    If READONLY=ON and READONLYCRW=OFF then the user cannot 
       edit data but *can* generate reports.
    If READONLY=OFF then READONLYCRW has no effect.

o Improved international translations
   - The file STRINGS.DBF in the main \TMGW directory contains text
     used in generating narrative reports
   - Text strings are included for English, Alternate, French, German, 
     Spanish, Norwegian, Dutch and Finnish
   - Added option for Language Translation on System Configuration screen
     (Date/Time tab).  This simplifies the process of choosing an output
     language which was previously accomplished with a change directly
     to TMG.INI.  Also, this option allows the user to change the 
     translation for words/phrases defined in STRINGS.DBF and even to 
     add new languages without using an external program.
   - Output translation will now generate the phrase "*NoTranslation*" for 
     words for which the translation column has been left blank.  To 
     suppress translation of particular words/phrases, the double 
     exclusion marker ("--") is now supported in STRINGS.DBF.

o A new report definition will now be made primary if it is the first of
    its type.

o The Report Definition Screen for the List of People report now
    includes an option to "Suppress for Secondary Output." When this
    option is chosen the secondary output (change flag, create
    picklist, etc.) will be processed without first calculating and
    displaying a list of qualifying people.

o New option allows Index of Places to be generated with
    the largest place element first (Default is smallest first).

o New options on FGS and Indiv Detail report allow the asterisk
    for primary tags to be replaced with a colon. (Default is off).

o Progress/thermometer bars are now more responsive to the ESC key.

o The Document Summary Screen (when outputting a report to file)
    now supports the repeat (F3) and repeat list (^F3) features.

o File output now warns when destination file is in use by another 
    application.

o Individual Detail report to screen/printer/file now honors the report 
    option to "Include Flags" when output to screen, file, or printer.
   
o Indexes no longer include birth/death when suppressing information 
    about living people.

o GENDEX output no longer includes birth/death info when suppressing 
    information about living people.

o GENDEX output now includes only one reference to each person and
    points to the index .htm file which will then lead the reader
    to all of the available links for that person.

o Genealogy Report no longer insists on describing the primary birth 
    group event as "born" for children who are carried forward.  It now 
    uses the past tense of the tag label (e.g., christened).
    In order to accomplish this, the Tag Type Definition screen now 
    has a field for past tense of the event label (birth -> born).
   
o The Master Document feature is now supported when outputting a 
    Genealogy Report to HTML, resulting in a large report being split 
    into multiple files (one per progenitor or one per generation).

o Descendancy Chart and Descendancy Narrative now sort spouses by
    the Sort Date (not date) of the marriage event.
   
o New report formats include
    Relationship Chart (with Direct Drop option)
    Data Set Information
    Statistical Report
    List of Tag Types
    List of Places
    List of Witnesses

Configuration and Backup Improvements
-------------------------------------
o The System Configuration Screen now includes options to backup and
    restore the configuration, including the toolbar, report
    configurations, and other system settings.

o The Data Set Restore feature now includes an option to create
    a new subdirectory for the restore.

o Dynamic Data Exchange (DDE) Support
  The Advanced tab on the System Configuration Screen now
    includes a new button called "Dynamic Data Exchange" (DDE)
    which allows the user to specify commands by which the report
    writer will communicate with your DDE-compliant word processor,
    spreadsheet, or database. That is, if DDE commands are entered
    then upon generating a file of the specified type in the CRW,
    TMG will launch the appropriate application and load that file
    automatically.  For instance, it will not only create an output
    file in native MS/Word format (as always) but it can now launch
    Word and open the file for you. DDE commands vary by
    application (and sometimes version) and are generally outlined
    in the documentation accompanying the application.

    Following are example DDE commands for MS Word and MS Excel:

      App File Name : C:\MSOFFICE\OFFICE\WINWORD.EXE
            Service : WINWORD
              Topic : System
            Command : AppMaximize
            Command : FileOpen"[FILE]"

      App File Name : C:\MSOFFICE\OFFICE\EXCEL.EXE
            Service : EXCEL
              Topic : System
            Command : Open("[FILE]")

     Note that the commands above are exactly as they should be
     entered (with changes to the drive/path as might be necessary
     on your system). The variable [FILE] will be replaced by TMG
     with the name of the output file. The DDE commands for MS Word
     and Excel will be inserted automatically once those application
     files (.EXEs) are located by the user. These commands are saved
     in TMG.INI.
 
o TMG\Win backups (.SQZ) are now fully compatible with PKZIP(tm)
    2.04g from PKWARE, Inc. The file extension is still .SQZ to easily
    distinguish a TMG backup from all of the other zip files on your
    hard drive and to discourage accidental corruption but:
     - compression is about 10-15% better
     - progress feedback is better
     - spanning multiple floppies is less subject to 
       hardware problems.
     - other developers will have easier access to TMG 
       backups (for direct imports, etc.)
     - an experienced user may make manual 
       additions/deletions, (e.g., external exhibits) with
       any standard ZIP program. However, as is true for
       backup files created by any program, backups that
       are spanned over multiple disks cannot be changed.
   
    The only catch is that TMG/DOS v3.x may not be able to support
    this new backup format. So the File > DataSet > Backup screen
    includes an option by which you can specify whether you require
    TMG/DOS v3.x compatibility. If so then it will use the old SQZ
    format.


Miscellaneous Enhancements/Modifications
----------------------------------------
o Master Repository List now includes options to
    - Renumber repositories
    - Merge repositories

o Exhibit Log now includes a <Primary> button and an asterisk
    designation for primary image exhibits.  A person can have one 
    primary image exhibit - in preparation for reports which include 
    images. General exhibits or those attached to events, sources, 
    and repositories cannot be made primary.

o Flag Customization now allows a "key" or descriptive memo about
    the meaning of each custom flag and its various values. This
    flag key is retained with the data set, included in backups,
    etc., for future reference and for the sake of other
    researchers.

o A new "Trouble Report for Tech Support" feature on the Help menu will
    produce a descriptive file and configuration information that can be
    sent to tech support for diagnostic purposes. 

o A new "Version Checker" feature on the Utility menu will survey important
    administrative files to ensure that they are up-to-date.  VERSION.EXE
    can also be run directly from Windows, in which case it will also 
    produce a blank trouble report (as described above).

o The Geobase now includes an AutoScan All Drives feature to make
    it easier for the user to the user Geobase the first time.

o New TMG.INI option (ESCMOUSE=OFF) allows disabling of
    right-mouse-button which emulates ESC key by default.

o Fixed translation of months in GEDCOM when language is other 
    than ENGLISH.

o Fixed out of memory error when embedded codes are erroneously
    nested (e.g.,[INDEX:][INDEX:][:INDEX][:INDEX]).
