Clooz 4 Update History

• Fixed issue with subject Subjects are the objects you are gathering information about. In most cases with Clooz, this is people. However, Clooz supports several other types of subjects such as businesses, real estate/buildings, ships and artifacts. selector check boxes

• Fixed issue with malformed 'between' dates

• Fixed issue with filling in placeholder text when generating Research Tasks A search or analysis action to be conducted while attempting to fulfill a Research Objective. during file imports

• Fixed error in Data Transfer Manager following deletion of User Field label in Program Options

• Targeted subjects now listed in Research Task search parameter field when automatically generated during file imports

• Fixed cause of an error when multiple instances of the same editor could be opened.

• Fixed error when converting a correspondence information record Information Records in Clooz hold the content information coming from a document or other source. These differ from a Source record that contains most of the citation information describing the docment, or the Repository record referring to the facility or online service where the document was found. to a generic record.

• Improved handling of error when media item is created with no filepath specified (now provides warning).

• A program option has been added to determine whether the URL entered in the Quick Capture area of sources A source record in Clooz should be viewed as the higher level components of a source citation. Citation details are pulled from the citing Information Record. will be copied automatically to the publisher URL in the source. The default setting maintains the current behavior, copy when publisher URL is blank and give choice when overwriting. The alternative setting does not copy the URLs between these fields in any case.

• The name column in the Subject Editor Details side panel is now left justified.

• Eliminated the false warnings of date fields being too long when exporting to Legacy.

• Fixed error when person is excluded from an export but still listed in family being exported.

• Fixed error when exporting alternate names to Legacy

• Added template for Canada 1931 Census

• Minor field and text adjustments to US 1870 and 1940 Census templates

• Fixed issue with reports generated from Reports page adhering to filtering of sources

• Fixed issue exporting media with long file paths (> 260 characters)

• Fixed issue when exporting http source details to Legacy

• Changed sorting of Project and Objective drop down lists in Research editors (to alphabetical by name)

• Fixed issue importing GEDCOMs

• Fixed issue when cloning Information Records (was not copying all Subject details)

• Fixed error opening Information Records having multiple role fields

• Fixed error sometimes occuring when saving Information Records with events

• Fixed error sometimes occuring when editing Sources

• Fixed error with Report for Research Objective What you are trying to accomplish while researching some specific issue, question, or hypothesis.

• Fixed an error occurring when repositories Where a source document or item was found. This could be a physical library facility or online data provider. were merged.

• Fixed an issue where records were not displayed in the editor following merges even when the user had that option selected.

• Fixed Repository editor fields which were not properly showing drop down lists and auto fill feature.

• Fixed issues with URL in quick capture area for Source records. Now is stored separately from the URL of the publisher. URL of the publisher will be automatically filled with quick capture URL if publisher URL was blank. Otherwise, a prompt asks if you want to overwrite the publisher URL with a new entry into the quick capture URL.

• Path field in media records (attachments to Information Records, Sources, and Repositories) now accepts a URL (if URL begins with 'http' or 'www').

• Adjusted the text justification (to left) for Alternate ID column in Composite Views.

• Modified column headers for Alternate ID fields in planning record types.

• Fixed issue where Alternate ID was not shown for Research Objectives in the Composite View A screen layout in Clooz similar to a grid, but containing a hierarchical structure of expandable groups of rows displayed in a parent-child type arrangement..

• Enabled generating reports from Composite View (must be same record types selected)

• Fixed issues with Subject Record These are records in the Clooz database representing the Subjects being researched, and contain summary information about the Subject such as the birth, marriage, and death dates for people. Report and Information Record List Reports

• Reports have been added for Sources, Repositories, Projects, Research Objectives and Research Tasks.

• The sorting of Alternate ID field columns on the main screen was enhanced to better support mixes of numeric digits and other non-numeric characters (letters, symbols).

• Further modifications made to the labeling of the 'Number' column in Voter Rolls.

• Adjustments made to the format of drop down lists of Projects and Objectives within the Research Objective and Research Task editor templates.

• Fixed error occurring in exports following deletion of event location field content.

• RIN values on the main Subject screen now correctly sort using numerical ordering.

• Fixed error that can occur when using Expanding Selected / Collapsing All functions with composite view records.

• The first two groups of reports have been included (for Information Records and Subjects only). Other data types to follow. For help on using these new tools, see the online support pages:
  https://support.clooz.com/CloozHelpPortal/Content/Home.htm (see Report Generation)
  

• New feature added providing the ability export individual records (from data editors) or lists (from main screen) directly to an Excel file. (See Help Topics for details.)

• • Implemented an Expand Selected/Collapse All for composite view displays. See new buttons on the toolbar for composite view displays. Expansion is only of those records selected. Collapse closes all expanded records.

• Alternate ID fields have been added to Repository and Source records, making them consistent with all other record types. The Alternate ID fields in all subject types will now appear left-justified on the main lists.

• The Country, State, and City fields in Repository records now have dropdown lists and provide suggested fill-in based on previous entries (similar to the operation in all other record types).

• Retitled the 'Image' source type to 'Image or Recording.'

• Elector (Roll) number and person's name have been added to source details when exporting Austrailian Electoral rolls.

• Location (where held) and Media A digital file containing an image, text, spreadsheet, video, audio, or any other format. These can be attached to various records in Clooz as digital representations of source document content, or as Information Records (as photographs, maps, videos, or audio independent of a specific source document). Type for Source records have been made available as displayable columns on the main screen listings.

• A 'Date Issued' field has been added to the SSDI template.

• Fixed a problem with saving of settings following Info Rec edit/saving, resulting in performance issue and eventual program hanging.

• Fixed logic for flitering Information Records in main list.

• Fixed error when importing a Repository leaves an invalid Alternate ID.

• Errors when updating older database versions have been fixed.

• An error when converting Information Records with multiple names fields (mother, father, slave owner, etc) has been fixed.

• Fixed issue in Data Transfer Manager when checking source and repository links when duplicates exist in the external file.

• The Exported Date in the main-screen list of Information Records is now properly updated on subsequent exports (had always showed the initial export only).

• Fixed issues with the Activity log (Home tab) when switching from one database to another.

• Several new fields have been added to the Website source template: An item creator field (for when the creator of an item is different from the overall website creator), and an item type field.

• Several minor issues in the Sample database have been fixed. The RevisedSample.clz file can be downloaded from the following address (to avoid overwriting the original file in case you had modified it). Copy the downloaded file to the Clooz Data folder you are using for version 4 : https://downloads.clooz.com/RevisedSample.clz

• An "Online Grave ID" field has been added to the Grave Marker (tabular) Information Record template.

• Notification of invalid media paths have been made a bit more user friendly.

• Fixed error updating the Alternate ID in subject records using the Bulk Editor function.

• Fixed issue where the Denmark census menu item was still appearing after being turned off in the user options.

• Fixed error occassionally occurring when using the Add Media function on the media side panel.

• A duplication of data issue between the Location, Place Details and Description fields in Events when using the auto-generated events function has been fixed.

• Fixed error when exporting an Information Record to Ancestral Quest when family already exists.

• Fixed GEDCOM output when exporting to Ancestral Quest or RootsMagic and new members are being added to an existing family.

• Fixed other GEDCOM incompatibilities with Ancestral Quest.

• Fixed an error occurring when Cloning Information Records when there is no main event.

• Corrected the template for Grave Markers and Monuments (marker type field).

• Added tests of file accessibility (read/write permission) to give more user friendly guidance when Clooz attempts to upgrade a database file that is read-only.

• Fixed error when cloning Information Records if there was no main event for the Information Record.

• Possible fix to error when displaying popup hint box for subjects in the subject selector window (linking existing people to Information Records).

• Fixed some issues with the Clooz file importing when Information Records were imported and the option to include linked Subjects was not selected.

• Added a new Tool in the Data Cleanup area to cleanup invalid or phatom records.

• The name of events (in the events tab of the Information Record editor), which when auto-generated is the name of the principal person for the event, is now editable.

• Roles of persons in events is now editable (in Information Record editor only).

• The name of families (when auto-generated, is the name of the parents) is now editable. Once manually overridden, changes in the family structure will not automatically overwrite the entered family name.

• An additional tab has been added to the bottom of the Source Editor, showing all Information Records citing that source record. When the new Information Records tab is selected, additional options appear to create new Information Records tied to that source, or cite the source from other existing Information Records.

• The 4 main exportable record types (Information Record, Subject, Source, Repository) now include an optional column on the main screen displaying an export date when the record has already been exported to the external file currently designated as Primary. This is the first time you can see if you have already exported an Information Record. In addition, a warning will popup if you attempt to export it again, reminding you to carefully review the data to avoid duplication of events, families, etc. in the external file.

  However, due to an issue in previous releases, the export date will not be shown for previous exports of Information Records if they contained no events or families. That limitation does not apply for exports done using this or a later release of Clooz.

• Two additional columns for all of the Cultural/Religious Record category templates have been added to the main Information Record list: Church/Venue Name, and Cemetery Name. These columns can only be turned on when that category is selected.

• An Export Date column has been added to the main screen lists of the 4 exportable record types (Information Record, Subject, Source, Repository) showing if the record has been exported to the external file currently designated as Primary.

• A warning will appear if you attempt to export a record that had already been exported.

• Two additional columns for all of the Cultural/Religious Record category templates have been added to the main Information Record list: Church/Venue Name, and Cemetery Name. These columns can only be turned on when that category is selected.

• Search/Filter functions now work properly for the Access Date column in the main Information Records list.

• Search/Filter parameters now persist for the Subjects list after editing an Information Record.

• Context menu (right-click) is show in the Information Record editor side panel for Tasks even when list is blank.

• Year field is now displayed on the main Information Record list for generic census records.

• Age at event values now exported to GEDCOM files.

• Fixed error appearing after double-click of Link button in the Subject Selector Window.

• Fixed error occurring while adding media items with an invalid path.

• Fixed error exporting data to Family Historian when witnesses were included, but unchanged from what was already in FH.

• Fixed background color for the Event Conflicts form.

• The default program startup screen for new installations has been changed to the Information Record screen (can be changed in program Options).

• Internal changes in preparation for Report generation.

• Fixed error occurring when importing data from another Clooz file in the Data Transfer Manager when the Merge All button is double-clicked.

• Fixed issue when migrating a version 3 database to version 4, where Information Records cited a source with a publication date would end up also showing that date as the Access Date field for Information Records.

• Added a "Column" field to Obituary and News Article templates, which provides this additional detail to Newspaper sources (previously only had a "Page" field).

• Fixed error occurring when copying an Internal URL from a source record to an Information Record, using the function provided in the InfoRec Editor.

• Fixed error when applying best-fit to columns of the Research Objectives tab in the Subject Editor.

• Fixed error occassionally occurring while designating the Primary file in the external files list.

• Fixed error when adding a link to an existing Information Record in the Research Task editor.

• Fixed issue where closing a new Information Record (editor opened in in the Task editor) using the X doesn't register it to the task.

• Fixed issue where multiple instances of the same Information Record could be linked to the same Research Task.

• Fixed an error occurring when saving documents where a vital event date field in the subject record had been cleared.

• The issue causing an occasion error involving the Program Options screen appears to be resolved in the latest .NET Framework update issued by Microsoft. The Program Options now again have all categories expanded on initial display.

• Fixed error while importing data when the previously generated research project A user-defined grouping of research objectives and tasks having something in common. had been deleted.

• Fixed error while auto-generating events for Information Records having no main event designated.

• Program options will now appear with the categories initially collapsed (had been all expanded). This is a temporary work-around to a bug in the third-party control supporting the display and editing of the program options.

• A new theme has been added: Windows 11 Dark

• Fixed disabled selection of media system viewer.

• Fixed issue when changing media item from local image file to URL, leaving system viewer set.

• Fixed error occurring when saving a subject.

• Fixed error when merging records, when Finish button was double clicked.

• Fixed error occurring with Options panel display.

• Fixed issue where editor still treated as in use following closure.

• Fixed sorting issue with planning/tasks panels in various editors.

• Minor adjustments made to a few Info Record templates.

• Fixed issue where "Up to date" message left in toolbar (should have gradually disappeared).

• Fixed issues with Completed and Hidden filtering not working on planning/tasks panels in various editors.

• Fixed issue when merging subjects (people, businesses, buildings Real estate or buildings is a Subject type in Clooz. This could be any type of property: land plot, farm, building, etc., ships, artifacts Artifacts are one of the Subject types in Clooz. They are meant to represent physical objects that have some significance in your research or family history.) where some field values were not merged.

• Fixed an error that occurs when closing the Subject Selection Window (for linking subjects) when a search has been made.

• Improved the handling of failures when creating thumbnails of media files when there is an issue with the media file (avoiding fatal error).

• Fixed the error occurring when switching from Composite View to Grid A screen layout in Clooz that appears like a spreadsheet, with rows and columns. display on main screen tabs when no record was selected.

• Fixed an issue causing program to get stuck in the Loading mode after changing databases and then switching to Information Records tab.

• Fixed long-running search and filter operations when there are a large number of records.

• Fixed an error occurring when closing a media Window and immediately opening a new media Window.

• Fixed issue maintaining record selections when switching between grid and composite view displays.

• Fixed issue when cycling through result of searches in the Composite View (pressing the search button multiple times should advance highlighting to the next found record).

• Additional fixes to an error occurring in the Information Record editor when applying changes to newly entered events and families.

• Fixed an error that occurred when attempting to run the Data Cleanup Tool when no database is open.

• Fixed a display issue with the items count showing in the Bulk Edit window.

New in this release:

• A URL field has been added to the Quick Capture area of Source records. This can be used to copy/paste a web page address for later retrieval. URL fields each support auto-completion based on previous entries. A button appears beside it to launch the page in your computer's default browser. URL's are not stable since web site's are changed all the time. So only depend on it in the short term while first assembling the fuller set of source citation information.

• In the Data Transfer Manager, the grid on the right side listing data from Clooz can now be customized to choose which columns should appear, including the two user definable fields and the Alternate ID field.

• The bulk edit function which can be found in the context menus for the main screens (Subjects, Information Records, and Sources) has been redone. When the function is used with Subjects, you can now copy values from any of the ID fields (the 3 user definable fields plus the 4 external type IDs) to one of the 3 user definable fields. Warnings of overwriting values already saved are now shown and you can select which may be overwritten before proceeding.

• An option was added to the program options list to select the way auto-complete editor matches up the entered text with suggested list items. This setting controls whether the match has to be case sensitive (exact match of upper or lower case characters) or not. Check the box if you want the ability to have both upper and lower case versions of the same text in the list to choose from, but you'll need to enter the correct case to match an item. Uncheck the box if you want to be able to get the list item regardless of the case of characters you typed. This feature does not apply to fields in templates where the first character is forced to be upper case per the template specification (certain fields such as sex and race).

Fixes in this release:

• Fixed issue during version 3 to 4 data conversions when photos or maps still had a link to a person that had been previously deleted.

• Fixed issue when double-clicking mouse on the Event panel of the Information Record editor.

• Events now properly require a declared event type and at least one subject participant to be saved. Families require at least two family members to be saved.

• Double-clicking the mouse on an Information Record template in the navigation panel now always opens the editor on the first try. (Not for template group headers.)

• Fixed issue when starting a new Information Record from within the Information Record editor (Save and New button), when a template selection is double-clicked in the list that pops up.

• Newly entered event types now appear in lists without having to restart Clooz. The Information Record containing the new event type must be first saved though.

• Fixed database error when adding a Subject to an Event.

• If the file which is currently open is selected from the Recent Files list, the display is changed to the normal initial display screen (instead of doing nothing).

• Fixes error related to saving of the news file (which crashed the production version).

• Internal changes opening Clooz files.

• Added code to avoid showing Help screen on second opening after updates.

• Added Clooz News feature to Help screen (Home tab).

• Added specific links to support topics on Home tab: Help screen.

• Fixed error when Event date was deleted, left blank and then saved.

• Fixed error when double-clicking serial number entry box.

• Fixed issue where thumbnail images were not created for files with '#' in filename.

• Fixed error in version 3 conversions where photo or map referenced a non-existent source record.

• Fixed error when exporting toa new GEDCOM when option to perform automatic UID match was turned on.

• Fixed issue where imported Internet URLs not properly handled (inserted extra http:// into file path).

• Fixed error with edits of source media filepath within Planning Task Editor.

• New Template A pre-determined set of data fields designed to match a specific type of source document.: 1921 Scotland Census.

• Modified Template: Add fields to Obituary.

• Options: Add new options to control which countries are listed under census templates.

• Fixed error when generating events where multiple primary subjects exist.

• Fixed errors importing RootsMagic repositories and sources.

• Corrected 1910 US Census template - Civil War Survivor column and associated version 3 value conversions.
  (Users should check for erroneous content and correct, or reconvert.)

• Updated the error message when media image file is corrupt.

• Military Draft Records - fixed role issues; modified document type descriptions for military records.

• Fixed several import and version 3 conversion issues.

• Fixed issue when user chooses not to retry opening a busy database.

• Fixed error importing RootsMagic sources with blank footnotes.

• Fixed an error occurring RootsMagic imports.

• Fixed an error occurring during version 3 conversion.

• Fixed handling of double-clicks in the Subject Selector.

• Fixed issue where usage count was not set for correspondence events in List Editor.