Import / Export Options
Save archive (backup) of database prior to imports
Default setting for the checkbox in the Data Transfer Manager controlling whether or not to make an archive backup of the Clooz database currently open prior to importing data into Clooz from external sources
A Source record in Clooz should be viewed as the higher-level component of one or more source citations. Source citation details are usually included in the citing Information Record.. Can be changed in the Data Transfer Manager prior to importing. (Default: checked)
Default setting: Include events and families for Subjects in Information Records.
When importing data from another Clooz file, if the import contains Information Records Information Records in Clooz hold the content information coming from a document or another source. The Information Record differs from a Source record which contains most of the citation information that describes the document or the Repository record that is referring to the facility or an online service where the document was found. and Subjects Subjects are the objects you are gathering information about such as people, buildings, ships, etc. In most cases within Clooz, the Subject will be a person. However, Clooz supports several other Subject types such as businesses, real estate/buildings, ships and artifacts., include events and families. This is the default setting. Can be overridden when performing imports. (Default: checked)
Default setting: Import cited sources when importing Information Records
When importing data from another Clooz file, if the import contains Information Records, include the cited source. This is the default setting and can be overridden when performing imports. (Default: checked)
Default setting: Include repository for any sources being imported.
When importing sources from an external file, include the repository A Repository is where a source document or item was found. This could be a physical library facility, an online data provider, or even your own personal files.. This is the default setting and can be overridden when performing imports. (Default: checked)
Default setting: Include digital files linked to imported records.
When information records, sources, or repositories are being imported from external files, include existing links to any digital files. This is the default setting and can be overridden when performing imports. (Default: checked)
Perform auto-linking of subjects when loading Data Transfer Manager.
When loading data from an external file in the Data Transfer Manager, automatically link external people with Clooz people when matching Universal Identification values are found. (Default: unchecked)
Media handling when exported
When exports to external programs include media files, they can be copied to a user determined location, or left in the original location with a reference back to them passed to the external program. If to be copied, the folder specified as the default for media export will be used (or requested each time if left blank). (Default: By Reference)
Default folder for exported media
Only applies when handling option for exported media is set to CopyFile. Enter the path to the directory where Clooz should copy media files when exporting. Leave this field blank if you want Clooz to request identification of the folder each time an export is run. For Legacy Family Tree, RootsMagic and Family Historian a partial path (not specifying a disk drive) will be used as relative paths from the external project folder. (Default: blank)
Default target for creating new GEDCOMs (for export)
The target external program can be specified so any special data formating or rules are applied when creating a new GEDCOM file for export (Generic or Family Tree Maker). This setting serves as the default choice which can be then overridden. (Default: Generic)
Include Unique ID with Exported Persons
Some genealogy programs are setup to support unique identifiers for each person (UID records in GEDCOM files). These permit matching of people previously exported to those in the database if later imported back in. Clooz always exports these for programs known to be setup to handle them (Legacy Family Tree, RootsMagic, Ancestral Quest). It is optional for other exports.
(Defaults: Family Historian, FamilyTreeMaker, GEDCOM file (no specific target program) all unchecked)
Allow Advanced Import/Export Options to continue with a different external file
There are several Advanced Options available when importing and exporting data (relating to handling of the Alternate ID for records in Clooz). In the situation where Advanced Options were selected for a particular external file, when this box is checked, the Advanced Options dialog window will appear if a different external file is selected (allowing settings to continue or be cleared). If you do not check this box (default), the options will be reset every time you change to a different external file (dialog window will not appear). (Default: unchecked)
Default setting: Create Research Planning items
During the transfer, Clooz will setup a project with objectives and search tasks related to the people and sources being imported. This will assist you in later extracting Information Records from these sources. It is the default setting and can be overridden when performing imports. (Default: checked)
Default template for titles of new research project
When importing records, new research projects A user-defined grouping of research objectives and supporting tasks that have something in common with the Research Objectives. can be established. Enter the default template for new research project titles (Can be overridden at time of import. Placeholder fields (actual content replaced when executing) available here: {ExternalFileType} {ExternalFileName}.
(Default: {ExternalFileName} Imports)
Default template for purpose field in new research projects
When importing records, new research projects can be established. Enter the default template for new research project purpose fields (Can be overridden at time of import. Placeholder fields (actual content replaced when executing) available here: {ExternalFileType} {ExternalFileName}.
(Default: Information analysis related to imports from {ExternalFileType} file: {ExternalFileName}.)
Default template for description field in new research projects
When importing records, new research projects can be established. Enter the default template for new research project descriptions (Can be overridden at time of import. Placeholder fields (actual content replaced when executing) available here: {ExternalFileType} {ExternalFileName}. (Default: blank)
Default template for comment field in new research projects.
When importing records, new research projects can be established. Enter the default template for new research project comments (Can be overridden at time of import. Placeholder fields (actual content replaced when executing) available here: {ExternalFileType} {ExternalFileName}.
(Default: Auto-generated during import from {ExternalFileType} file: {ExternalFileName}.)
Default template for titles of new research objective
When importing records, new research objectives A Research Objective is what you are trying to accomplish while researching a specific issue, answering a question, or supporting a hypothesis. can be established. Enter the default template for new research objective titles (Can be overridden at time of import. Placeholder fields (actual content replaced when executing) available here: {ExternalFileType} {ExternalFileName} {SourceName}.
(Default: {SourceName} Review)
Default template for objective statements in new research objectives.
When importing records, new research objectives can be established. Enter the default template for new research objective statements (Can be overridden at time of import. Placeholder fields (actual content replaced when executing) available here: {ExternalFileType} {ExternalFileName} {SourceName}.
(Default: Extract information from {SourceName} related to targeted subjects.)
Default template for comment fields in new research objectives
When importing records, new research objectives can be established. Enter the default template for new research objective comments (Can be overridden at time of import. Placeholder fields (actual content replaced when executing) available here: {ExternalFileType} {ExternalFileName} {SourceName}.
(Default: Auto-generated during import from {ExternalFileType} file: {ExternalFileName}.)
Default template for titles of new research tasks
When importing records, new research tasks A task for searching or performing an analysis action conducted while attempting to fulfill the Research Objective. can be established. Enter the default template for new research task titles (Can be overridden at time of import. Placeholder fields (actual content replaced when executing) available here: {ExternalFileType} {ExternalFileName} {SourceName}.
(Default: {SourceName} Search.)
Default template for description field in new research tasks
When importing records, new research tasks can be established. Enter the default template for new research task descriptions (Can be overridden at time of import. Placeholder fields (actual content replaced when executing) available here: {ExternalFileType} {ExternalFileName} {SubjectName} {SourceName}.
(Default: Search and extract information imported from {ExternalFileType} file: {ExternalFileName}.)
Default template for comment field in new research tasks
When importing records, new research tasks can be established. Enter the default template for new research task comments (Can be overridden at time of import. Placeholder fields (actual content replaced when executing) available here: {ExternalFileType} {ExternalFileName} {SubjectName} {SourceName}.
(Default: Auto-generated during import from {ExternalFileType} file: {ExternalFileName}.)
Default setting: Do not create objectives if source use is already documented
When importing records, new research objectives and tasks can be established related to a given source. When this box is checked, objectives will not be created when the source and all subjects associated with it have already been linked to Clooz information records. If you desire to recheck your previous research, leave this box unchecked and new research objectives will be created. This setting can be overridden at the time of import. (Default: True)
Default setting: Use existing research objectives associated with source.
When importing records, new research objectives and tasks can be established related to a given source. When this box is checked, Clooz attempts to avoid possible duplication of research objectives. If you are using a research project already in use and there are research objectives associated with the source being imported, any additional subjects will be added to the existing list of research targets instead of creating a new objective. Leave the box unchecked if you want new objectives to be created in this import action separate from any previous research planning items. (Default: True)
Default Export Setting: Include citation details for Events
When exporting Information Records, this option controls whether the source-related details and media items in the Information Record will be attached to events in the external file as citation details. These fields can be controlled individually under each event participant in the Event tab of the export window. It is recommended you only uncheck this box if you are creating unique Source records for each Information Record which contain all of the detailed citation data (splitter type technique).
Default Export Setting: Include media in Source Details for Event participants (Events tab).
When exporting Information Records, this option controls whether media items linked to the Information Record will be attached to the citation details for each participant in the external file. These fields can be controlled individually under each event in the Event tab of the export window.
Default Export Setting: Include media for Events (Events tab)
When exporting Information Records, this option controls whether media items linked to the Information Record will be attached to the events in the external file. These fields can be controlled individually under each event in the Event tab of the export window. (See alternative option to link these media to the people.)
Default Export Setting: Include AKAs for alternate name spellings in Events (Event tab)
When exporting people, this option controls whether an alternative name spelling for a person in the Information Record will be exported as an AKA for them in the external file. These fields can be controlled individually under each event participant in the Event tab of the export window.
Default Export Setting: Include media for people (Subjects tab)
When exporting Information Records, this option controls whether media items linked to the Information Record will be attached directly to the people in the external file. These fields can be controlled individually under each person in the Subject tab of the export window.(See alternative option to link these media to events.
Default Export Setting: Include vital event information for people only when supported by the Information Record events
When exporting people, this option controls whether birth and death date/location will only be exported for people when supported by a matching event in the Information Record being exported. These fields can be controlled individually under each person in the Subject tab of the export window.
Default Export Setting: Include census summary in event comments for all household members
When exporting Information Records with census events, this option controls whether census summary information is to be included in the census event comments for all household members. Otherwise, only included for Head of Household.
Default Export Setting: Include census events in Information Record exports
When exporting Information Records, this option controls whether census events are set to be included. This can be changed in the export window on a per event basis.
Default Export Setting: Include residence events in Information Record exports
When exporting Information Records, this option controls whether residence events are set to be included. This can be changed in the export window on a per event basis.
Default Export Setting: Use URL from Information Record in source detail fields
When exporting Information Records, this option controls whether URL from the Information Record will be placed in source detail fields. This can be changed in the export window on a per event basis.
Starting folder location for GEDCOM exports
Folder initially displayed when selecting a location to save a new GEDCOM export. (Default: Clooz Data folder)