Comparação de genealogias (TI)

A ferramenta Comparação de genealogias compara genealogias para encontrar áreas geográficas comuns, com cidades e apelidos similares e eventos semelhantes.

Pode facilmente comparar genealogias que já tenha ou que outros utilizadores do Ancestris tenham, sem necessidade de partilhar informação sensível com ninguém.

Para comparar com outros utilizadores Ancestris, basta deixar que o Ancestris partilhe informação básica. A sua genealogia nunca é transferida para um servidor ou para qualquer pessoa e a informação privada pode permanecer confidencial.  Se for encontrada uma correspondência, pode contactar o utilizador Ancestris correspondente por email.

en-compare-gedcom.png

Uma inovação do Ancestris

A ideia por detrás desta inovação é explorar os dados da comunidade de utilizadores Ancestris sem ter de fornecer os dados nem carregá-los para um servidor.

O objectivo desta ferramenta é encontrar ligações entre genealogias, que o ajudarão a desenvolver a sua própria genealogia.

Esta ferramenta é muito fácil de usar e dá-lhe em apenas alguns cliques do rato uma rápida visão geral mostrando se duas genealogias têm algo em comum.

Uma genealogia pode ser comparada com várias outras genealogias ao mesmo tempo.

Estas outras genealogias podem ser feitas de ficheiros gedcom locais abertos na sua aplicação Ancestris, ou podem ser genealogias de outros utilizadores que utilizam o Ancestris ao mesmo tempo.

Ao comparar as genealogias entre diferentes utilizadores, os seus dados permanecem protegidos e mantém o controlo total dos seus dados. Este é um princípio chave da comunidade Ancestris da qual fazemos parte.

Pode comparar as genealogias e encontrar ligações entre si e as genealogias de outros utilizadores de duas maneiras:

  • de forma proactiva, para identificar os utilizadores susceptíveis de terem antepassados comuns com os seus;
  • de uma forma de espera, para identificar estes mesmos utilizadores quando eles próprios fazem buscas proactivas.

Ou os encontra a eles, ou eles encontram-no a si. Seja como for, beneficiará.

Uma vez que os utilizadores tenham encontrado possíveis antepassados comuns, podem contactar uns com os outros para saberem mais. São livres de estabelecer ou não o contacto. 

Os antepassados comuns só são possíveis se ambos partilharem um evento no mesmo espaço-tempo!

Área-período, um conceito "espaço-tempo"

In order to easily compare genealogies, we have defined area-periods.

We have divided the physical world space into areas. These areas follow the definition of the Geonames database. An area is approximately a county in the US, a district in England or a department in France. In this tool, an area is made of 3 elements separated by a dot : the country, the first level of Geonames jurisdiction, and the second level.

  • For instance, "US.NY.119" would be the county number "119", which is the Westchester county of the New York state of the United States.

We have divided the time dimension into periods. We have defined periods of 10 years to match with the decennial tables that may exist in the official genealogical repositories.

Each located and dated event of a genealogy can therefore be located in an area-period. An area-period can include several events.

  • For instance, the area-period "US.NY.119 [1890-1899]" would include all the events that occurred in the Westchester county of the New York state between 1890 and 1899.

As a result, two genealogies have something in common if at least an event of each genealogy took place in the same area-period.

 

Data Privacy

When comparing genealogies across different users, information sharing is carried out in complete confidentiality and following a deliberate choice from you to "share" some basic information about your genealogy.

The basic information shared is the "flash list report of events" of your genealogy. It is made of city names, lastnames, and dates of events. None of this information is sent to a server. It is merely exchanged through temporary messages.

  • Only users who agree to share their data can compare their genealogies with others.
  • Private data can be hidden from the comparison
  • Users can only see from your genealogy the events that they also have on their own genealogy.

In other words, only common data can be seen by each user.

Users do not have access to your computer. The data exchange works like a phone call. Your Ancestris application chats with the other person's Ancestris application and only when common information is detected can you see the corresponding overlaps and events if they exist.

 

Pre-requisites

There are 2 pre-requisites to use all possibilities of this tool.

In order to compare genealogies, you must locate and date as many events as possible, and  you must specify the locations of your genealogy using the places editor. If you did not use this editor to structure your places descriptions, Ancestris will try to find these places directly in the geonames database and make the best of it.
Dates can be approximated or use date ranges.
Events that are neither dated nor located cannot be compared for obvious reasons.

In order to compare genealogies with other users, you must fill in your user profile with a username, a picture and an valid email.

 

Description

The Genealogy compare tool handles local genealogies and 'connected' genealogies.

Local genealogies are Gedcom files that you have on your computer.

Connected genealogies are the Gedcom files held by other Ancestris users who have decided to share their genealogy for comparison.

The tool compares one main local genealogy with all the other ones, local or connected.

You decide which one of the local genealogies will be the main genealogy to compare with all others.

Only the main genealogy of each user can be shared at a given time with the other users.

Each genealogy is represented by a little window and placed into the display area of the workspace, the comparison area.

The rest of the tool is made of a window title and a toolbar.

The comparison area

The central part of the window shows 3 types of windows :

  • local genealogy windows, the main genealogy and the other ones
  • connected genealogy windows
  • comparison windows

Local Genealogies

Each open genealogy in Ancestris appears and is represented by a little window.

  • The main genealogy to compare is represented by default at the top left corner and is a blue window
  • The other local genealogies are represented by green windows. There are placed along the right hand side of the display area, around the main genealogy.

These windows look like this:

en-compare-local-main.png en-compare-local-other.png
The main local genealogy
in blue with 3 buttons

The other local genealogies

in green with 1 button

 

Meaning of icons and checkboxes

The title of this window is the name of the genealogy.

A icon is displayed at the left hand side of the window title:

  • The tree icon gedcom.png appears when you are not sharing your main genealogy for comparison with other users, and only comparing local files
  • Your profile photo stacy.png appears when you are sharing your main genealogy with other users

In the window are displayed four numbers:

  • indi.png Number of individuals in the genealogy. This number is updated automatically if the genealogy is modified.
  • fam.png Number of families in the genealogy. This number is updated automatically if the genealogy is modified.
  • geost.png Number of area-periods in the genealogy. See above what an area-period is. This number is *not* updated automatically if the genealogy is modified. Because it can be a long calculation, it is calculated on demand when you decide using the context menu of these windows. See below for the context menu.
  • even.png Number of events in the genealogy. This number is *not* updated automatically if the genealogy is modified. It is updated when the area-periods are recalculated as described above.

Three check boxes on the right hand side have the following purpose :

  • selected.png or checkbox.png Ready: if selected, the area-periods have been calculated and the comparison becomes possible. To force a recalculation, use the context menu below.
  • selected.png or checkbox.png Open: only applies to the main genealogy. If selected, the main genealogy can be compared by other users. It is automatically selected and unselected when you turn the sharing mode on and off.
  • private.png or checkbox.png Private: only applies to the main genealogy. If selected, the private information of the main genealogy *cannot* be compared nor seen by other users. By default, is it selected when the sharing mode is turned on. You have to select or unselect this feature.
    Context menu of a local genealogy

    A right-click on the window displays a context menu:

    en-compare-local-menu.png

    • stacy.png Show user profile displays your profile. See below.
    • geost.png Refresh locations and events forces a recalculation of the are-periods and events in case you have modified your genealogy locations since you last clicked the Ready checkbox.
    Your profile

    When you display you profile you should see the following window:

    en-compare-local-profile.png

     

    Your profile displays the information you specified in the preferences of the Genealogy compare tool. See the corresponding section below.

    In addition, it displays the number of connections you made to other users and the period of time during which you made them.

     

    Connected genealogies

    The main local genealogy of another Ancestris user becomes a connected genealogy for you once they have decided to share it for comparison.

    • Connected genealogies are represented by little windows below the local genealogies on the right hand side of the display area

    A connected genealogy can be active or inactive.

    It is active when the user is currently sharing its main genealogy. It becomes inactive when the user is no longer sharing it.

    • Active connected genealogies are represented in red
    • Inactive connected genealogies are represented in grey

    Connected genealogies look like this:

    en-compare-remote-active.png en-compare-remote-inactive.png

    Active connected genealogy

    in red.
    Comparing is possible.

    Inactive connected genealogy

    in grey.
    Comparing is no longer possible.

     

    Meaning of icons and checkboxes

    The title of this window is the name of the user.

    A icon is displayed at the left hand side of the window title:

    • The generic person icon friend16.png appears when the user profile is not yet known by you.
    • The user profile photo steven.png appears when the user profile is known.

    In the window are displayed four numbers:

    • indi.png Number of individuals in the user genealogy. This number is updated automatically if it changes and the usere remains connected.
    • fam.png Number of families in the user genealogy. This number is updated automatically if it changes and the usere remains connected.
    • geost.png Number of area-periods in the user genealogy. See above what an area-period is. This number is updated each time you compare the connected genealogy. You compare a genealogy using the 'Ready' checkbox described below.
    • even.png Number of events in the user genealogy. This number is updated each time you compare connected genealogy. You compare a genealogy using the 'Ready' checkbox described below.

    Two check boxes on the right hand side have the following purpose :

    • selected.png or checkbox.png View: if clicked, the user genealogy is scanned to detect a potential overlap between your main genealogy and the user's main genealogy. It can only be performed if the sharing mode is on. Once the user genealogy is successfully scanned, the checkbox remains selected and you need to use the context menu below to reset it. Otherwise it is unselected.
    • selected.png or checkbox.png Ready: if clicked, the user genealogy is compared to your main genealogy. It can only be performed if the View checkbox described above is selected. Once the user genealogy is successfully compared, the checkbox remains selected and you need to use the context menu below to reset it. Otherwise it is unselected.
    Context menu of a connected genealogy

    A right-click on the window displays a context menu:

    en-compare-connected-menu.png

    • steven.png Show user profile displays the user profile. See below.
    • email.png Contact user helps you contact the user by opening up your client mail and preparing a mail to their attention.
    • reset.pngReset flags resets the View and Ready checkboxes. You can then scan again and compare again the other user genealogy. This can be useful is the user makes changes to its genealogy that affects the comparison.
    • deleteuser.png Hide user hides the user window. This can be useful if you have too many users displayed and you want to remove users with whom no overlap has been detected.
    User profile

    When you display a user profile you should see the following window:

    en-compare-connected-profile.png

    A user profile displays the information specified in the preferences of the Genealogy compare tool for the other user.

    In addition, it displays the number of connections they made to you and the period of time during which they made them.

    Also, an email button email.png helps you contact the user by opening up your client mail and preparing a mail to their attention.

     

    Comparison

    For each comparison between the main genealogy and another one, local or connected, a comparison window is shown.

    • A comparison window is represented by a little grey window and is placed by default between the compared genealogies and linked to them on both sides by a string

    en-compare-comparison.png

     

    Meaning of icons and buttons

    The title of this window is 'Comparison' and an double compared tree comparegedcom.png appears at the left hand side of the window title.

    The first element in the window is the overlap between the two compared genealogies. The percentage indicates the ratio of common area-periods over the total number of area-periods.

    In the window are displayed two numbers:

    • indi.png Number of city-lastnames that are identical between the two genealogies compared.
    • even.png Number of events that are identical between the two genealogies compared.

    Two buttons are available on the right hand side of the window:

    • en-compare-map.png Comparison map: displays a comparison map view of the compared genealogies and the common areas. See description below.
    • en-compare-list.png Comparison list: displays the list of common city-lastnames and events between the two genealogies compared. See description below.
    Comparison map

    The Comparison map is the following window:

    en-compare-comparison-map.png

    This window displays your genealogy in blue circles and the compared genealogy, local or connected, in green circles.

    Each circle represent an area-period. See definition above. The larger the circle, the more ancient the period is.

    Common area-periods are displayed in red. Here we can see 18 area-periods in common between your genealogy and the Kennedy genealogy located at Los Angeles, Phoenix, Chicago and New York. Several periods can exist for a given location.

    For a comparison map with a connected genealogy, only the common areas of the connected user are displayed. In the example below, we only see 12 area-periods of Steven's main genealogy, called 'Collins'. These are areas in Boston and Vermont.

    As you can also see, the blue circles are the same as they represent the same area-periods of the my genealogy, the 'Harper' genealogy.

    en-compare-comparison-map2.png

    Comparison list

    The Comparison list is the following window:

    en-compare-comparison-list.png

    This list displays the common lastnames found in cities within the common areas.

    A common area-period does not necessarily mean there will be a common lastname in the same city as the other genealogy.

    Above is the example of the common elements between the Harper genealogy and the Kennedy genealogy. While 18 area-periods were common between these two genealogies, only 2 of them have actually common events.

    Each match is displayed on 5 lines :

    1. the area-period in bold,
    2. then the city,
    3. then the lastname,
    4. then the full name of the person,
    5. then the event displayed in red, with the date and the location.

    In this list, a click on the red event line displays the corresponding event in the Ancestris editors. Obviously, this is not possible when the genealogy is a connected genealogy because the Gedcom file has not been copied across and opened in your Ancestris application.

    The export button at the bottom right corner can be used to get this list into a spreadsheet.

     

    Window title

    en-compare-title.png

    The title of the window indicates in brackets the number of genealogies, other than yours, currently connected to the Genealogy compare tool, and therefore available for comparison.

     

    Toolbar

    The toolbar looks like this during use:

    en-compare-menu-bar.png

    Local genealogies Button


    en-compare-local-genealogies.png
       

    This button displays the currently opened genealogies in Ancestris.

    Clicking on the button brings up a drop-down menu listing the Gedcom file names.

    Only one genealogy can be selected at a time. This is the main genealogy and it can then be compared with the other ones.

    Connected users Button


    en-compare-connected-users.png
       

    This button displays the connected Ancestris users excluding yourself.

    Clicking on the button updates the list. This list is also automatically updated approximately every minute.

    Clicking on the little arrow of the buttons brings up a drop-down menu listing the connected users with various pieces of information for each of them.

    • included.png indicates if the user is hidden or not in the comparison space. Clicking on it will show or hide it. This is the same action as the 'Hide user' action in the Connected context menu described above.
    • friend16.png indicates the connected name of the user. This name is defined in the user profile by the user.
    • indi.png indicates the number of individuals in the user main genealogy.
    • fam.png indicates the number of families in the user main genealogy.
    • geost.png indicates the number of area-periods in the user main genealogy.
    • star.png indicates the name of the most frequent area in the main user genealogy and the number of events that occurred in it.

    A click on the column header sorts the table according to the column in ascending order. Another click will sort it in descending order.

    Start / Stop buttons 

    These two push buttons go together. The green button turn on the sharing mode. The red button turns off the sharing mode.

    en-genealogical-search-start.png en-genealogical-search-stop.png
    en-compare-sharingON.png en-compare-sharingOFF.png

    When the sharing mode is on, the Gedcom compare icon changes and a connection line is made between the two trees of the icon.

    These buttons do not actually perform any comparison. Their role is to make declare yourself as a connected user and to open up your main genealogy for comparison. You then appear in the connected user list of the other users.

    Scan Button

    • This button launches a scan of the connected genealogies sequentially, and calculates for each of them the overlap with your main genealogy.

    en-genealogical-search-button.png

    The scan may take some time and a rotating button is displayed during the scan with the connected user name next to it.

    As overlaps are calculated, the result appear in the comparison window. See above.

    Pressing this scan button performs the same action as pressing all the 'View' buttons of the Connected genealogies.

     

    Statistics and Results Button

    This button displays the Statistics and Results of the various comparisons.

    en-compare-stats.png

    The 4 indicators to the right of this button represent the total number for all users including yourself, of the respective indicators in the connected list:

    • indi.png indicates the total number of individuals currently 'shared'.
    • fam.png indicates the total number of families currently 'shared'.
    • geost.png indicates the total number of area-periods currently 'shared'.
    • star.png indicates the name of the most frequent area across all users and the cumulated number of events that occurred in it.

    The remaining 3 indicators represent the connections made to you:

    • connm.png indicates the number of connection attempts made by other users to you. These are either scans or actual comparisons.
    • connu.png indicates the number of users who made some connections with you
    • connoverlap.png indicates the number of users with 'an overlap with you', i.e. where your main genealogies have an existing overlapping area-period.
    Statistics and Results window

    This window is the following:

    en-compare-statistics.png

    It displays 3 sections of statistics:

    • User activity: the cumulated number of elements shared by all users including yourself.
    • Overall results: the cumulated results of the users who made some successful comparisons
    • Your results: the result of your own comparisons.

    These statistics only include comparisons made across connected users. They do not include comparisons made between two local genealogies.

     

    Arrange Window Button

    This button re-arranges the windows in the display area.

    en-genealogical-search-tidy.png

    This can be useful after you have moved around the windows, to display everything neatly again.

    Set preferences Button

    This button customizes your profile.

    en-genealogical-search-configure.png

    See the Customization section below for more details.

     

    Usage

    The purpose of the comparison tool is to find common ancestors between your genealogy and someone else's genealogy.

    Either you get someone to send you its Gedcom file or else you ask that person to load it in Ancestris. Either way, you then use the Genealogy compare tool to assess the commonalities.

    Because you do not necessarily know where your next findings will come from, you can turn on the sharing mode on your main genealogy and wait for someone to have an overlapping genealogy with yours.

    In case you are comparing your genealogy with other user's genealogies, follow the instructions below. If you are not interested in comparing with other users' genealogy, simply follow these other instructions.

    Check connected users

    The first things you will see when launching the Genealogy compare tool is the set of connected users. They will appear as red 'Connected genealogy' windows.

    You will also see them by using the Connected users button of the toolbar.

    Turn on the sharing mode

    • Open up your main genealogy. Feel free to open more than one if relevant.
    • Go back to the Genealogy compare window.
    • Make sure you select your main genealogy if you have more than one. It should appear in the top left corner.
    • Press the 'Ready' button corresponding to your main genealogy. This will calculate the area-periods.

    Please note that the first time you calculate the area-periods of a genealogy, it might take a bit of time if locations have no geo-coordinates. Ancestris will look for them on the Geonames database.

    • Once ready, press the sharing mode Green button. If the connection is successful, you should hear a ringing bell noise.

    Now, if people from the Ancestris community are also using the Genealogy compare tool at the same time, they will see you appear on their screen, within a minute or so.

    If your profile is not filled in, simply go to the Preferences and fill it in. See the Profile section in this page.

    You can then either wait for someone else to scan your genealogy, or else launch a scan yourself.

    Scan connected genealogies

    Once in sharing mode, you can scan connected genealogies one by one or all at once.

    • Click each View button of each connected genealogy if you want to pick which genealogy to compare.
    • Click the Scan button in the toolbar to scan all of them.

    The scan will begin. You can see the little wheel turning and the name of each user whose genealogy is being scanned.

    The scan results appear as overlaps in the comparison windows.

    This scan is a efficient way to select and later compare only the genealogies where an overlap exists.

    Compare connected genealogies

    For genealogies that overlap with yours, you can then perform a comparison.

    • Click the Ready button of the corresponding genealogies.

    The comparison starts and will also retrieve the user profile.

    At the end of the process, the photo of the user should appear in the window title and both checkboxes should be selected and green.

    Check for results

    Whether you made the comparison yourself or the other user did, you will both see the same results.
    A slight difference might exist depending on whether you both showed or hid the private information, or only one of you did.

    Final results are made of 3 levels:

    • The overlap level : it indicates the percentage of common area-period between two genealogies. A common area-period only means that you and the other user have ancestors who happened to have events within the same area and within the same 10-year period. Nothing more.
    • The city-lastnames level: it indicates the cities and the lastnames that are both the same in the common area-periods. A common city-lastname only means that among the ancestors events mentioned above, are related to people with the same lastname and in the same city.
    • The event level : it indicates the events that do match exactly. Common events are among the ones mentioned above and match in terms of type of event (birth, marriage, death or other), in terms of lastname, in terms of city, and in terms of year.

    The overlap level is expressed as a percentage of all the area-periods of the compared genealogies. Both you and the other user should see the same percentage.

    Open the Comparison map to see where the corresponding areas are.

    The city-lastnames level is expressed as a number. The details are listed in the Comparison list.

    The event level is expressed as a number. The details are listed in the Comparison list.

    If no results are displayed, it means that there was no match. You can then hide the user using the checkbox in the Connected users list, or using the context menu the connected user window.

    Contact a user

    In case there are enough common elements between you and a user, you may contact them.

    For that, use the Mail button in the user profile or use the Context menu of the Connected user window.

    The email button allows you to automatically generate an email to this person with your email client.

    All you have to do is complete the email and send it.

    Special circumstances

    • Updated genealogies: if you or the other users have updated their genealogy since the previous comparison, it is possible to reset it. Use the corresponding context menu, local or remote, to refresh the comparison elements.
    • Inactive users: If a user has turned of the sharing mode, it will remain visible by you until you close Ancestris. It will no longer be possible to compare, but your last comparison will remain visible. It this user comes back sharing, Ancestris will reactivate it.
    • Change main genealogy: You can decide to change your main genealogy to compare. In this situation, simply change the main genealogy using the Local genealogy drop down menu. Ancestris will switch local genealogies. This will turn off the sharing mode if it was on. You will need to turn it back on.

     

    Local comparisons

    The comparison between local genealogies is a simpler version of the steps above:

    • Open the genealogies in Ancestris
    • Go the the Genealogy compare tool
    • Choose which one is the main one to be compared with the other ones
    • Press the 'ready' buttons of the genealogies to compare
    • Check each results in the comparison windows. The same indicators as described above apply.

     

     

    Customization

    It is possible to customize your profile.

    Ancestris Profile

    en-compare-preferences.png

    If you want to compare your genealogy with the genealogy of other users, you will need to indicate your profile here. It serves two purposes:

    • It generates confidence and thus you will be able to carry out comparison with other users.
    • It provides your contact details to the other users, and provides an indication of your location in case some users live next to you.

    Of course, you can indicate anything you like in these fields, and put the picture of Zorro for instance. But as with social networks, you will sooner or later get banned and no one will want to let you compare your genealogy.

    So it is in your best interest to give the right information if you want to benefit from this comparison feature.