advertisement

Overview

GedSite Filters are used to select people. You add one or more terms to a list, and GedSite applies the terms to each eligible person. If the person's data passes the criteria defined by the filter terms, the person is selected.

Filters are used in multiple places in GedSite, including:

  1. In the People section to determine which people in the data file are included in the output.
  2. In the List of People User Item to create a filtered list of people.
  3. In Accents to identify people to highlight in charts.

Terms

A filter may include one or more terms. Each term returns true or false; true if the person met the qualifications of the filter, or false if not.

An example of a simple term is Gender which returns true if the person is one of the genders indicated by the choice in the term's pull-down menu. To include females and exclude males, you would add a Gender term and set its property to "Females only".

GedSite also supports complex terms that include their own filters, like the Event Count term. The Event Count term supports filters that are applied to a person's events. So, for example, you can configure an Event Count term to select people who have one or more census events.

Grouping Terms

You may add multiple terms. By default, if you add multiple terms, each term must return true in order for a person to be included in subsequent processing.

You may group terms using the And/Or term. The And/Or term may be set to "All must pass (And)" or "At least one must pass (Or)". The "And" or "Or" logic applies to the terms nested under the group term.

For example, if you want to include people who are either an ancestor of a certain person or a descendant of that person, you would use an And/Or term set to "At least one must pass (Or)":

screenshot of filter terms showing two terms under an OR term

Each nesting level essentially creates a pair of parentheses. If the "Ancestor of" term is "A" and the "Descendant of" term is "B", the inclusion expression is:

If (A OR B) is true, include the person

You may create complex filtering logic by nesting And/Or terms.

Term Properties

Simple terms have no properties. If you add a simple term to the list, GedSite will not open a window to edit the term; there is nothing to edit.

Some terms do have properties, and if you add one to the list, GedSite will open an "add" window where you can set the properties as desired.

Term Titles

Some terms do not have Title properties. Those terms use a title based on how the term properties are set. So, for example, the Gender property uses the choice from its only property as the title.

Some terms have a Title property that you set yourself. For those terms, it is impractical for GedSite to summarize the intent of the term.

Some terms have a Title property that GedSite will set based on the property settings, but the Title is editable and you may change it. In those cases, however, changing the property values will reset the Title to the automatic value supplied by GedSite. Edit the Title after you set the other properties.

Term List

Term Definition
Ancestor Generation Returns true when the person is an ancestor of the subject person within the range of generations specified by "Min Generation" and "Max Generation". You may also specify whether the spouses of qualified ancestors are included. To include the subject person, the "Min Generation" must be zero.
Ancestor of Person Returns true when the person is an ancestor of a given person. You may specify a maximum number of generations, and you may also specify whether or not the subject and the spouses of qualified ancestors are included.
And/Or As explained above, the And/Or term is used to group other terms. You may configure the And/Or term such that when it evaluates its child terms, "All must pass (And)" or "At least one must pass (Or)".
Attribute Text Returns true when the Attribute named in the term properties passes the filter condition described by the term's text filter properties.
Deceased Returns true when the person is deceased. This term has no properties.
Descendant Generation Returns true when the person is a descendant of the subject person within the range of generations specified by "Min Generations" and "Max Generations". You may also specify whether the spouses of qualified descendants are included. To include the subject person, the "Min Generation" must be zero.
Descendant of Person Returns true when the person is a descendant of a given person. You may specify a maximum number of generations, and you may also specify whether or not the subject and spouses of qualified descendants are included.
Event Count See the Event Count section below.
Gender Returns true if the person is one of the genders indicated by the choice in the term's pull-down menu.
ID Number Returns true if the person has the ID number indicated in the filter properties.
Last Edited Returns true if the person's last edited date (aka changed date) passes the date filter terms.
Living Returns true when the person is not deceased. This term has no properties.
Name Count See the Name Count section below.

Event Count

The Event Count term filters people based on their events. GedSite counts the events that pass the Event Filter specified in the Event Count window, and compares the actual count to the desired count. There are several comparison operators, and this allows you to filter people based on having, or not having, the specified events.

For example, to select people who have at least one Census event in Massachusetts:

screenshot of event count filter terms

The Event Filter in the example includes two terms, "Tag Place Contains Massachusetts" and "Census Tag Types". The outermost terms in a filter are ANDed together, so both terms must be true for an event to qualify. The first term restricts the events to those with "Massachusetts" in the Place, and the second restricts the events to those with certain Tag Types. The Operator is "greater than" and the Count is zero, so the Event Count term will select people who have at least one census event in Massachusetts.

Editing the "Census Tag Types" term opens this window which shows that several census Tag Types have checkmarks.

screenshot of tag type filter

Event Filter Terms

The Event Filter property in the Event Count window supports the following terms.

Term Definition
And/Or As explained above, the And/Or term is used to group other terms. You may configure the And/Or term such that when it evaluates its child terms, "All must pass (And)" or "At least one must pass (Or)".
Primary or Non-primary Returns true when the tag is primary for the person and "Primary only" is selected, or when the tag is not primary for the person and "Non-primary only" is selected.
Principal or Witness Returns true when the person is a principal in the event and "Principal only" is selected, or when the person is not a principal in the event and "Witness only" is selected.
Tag Date Returns true if the tag's date passes the condition described by the term's date filter properties.
Tag Note Returns true when the tag's Note text passes the filter condition described by the term's text filter properties.
Tag Place Returns true when the text created by combining all the tag's place records passes the filter condition described by the term's text filter properties.
Tag Place 1 Returns true when the tag's Place 1 passes the filter condition described by the term's text filter properties. Place 1 typically contains the text from the tag's PLAC GEDCOM record.
Tag Place 2 Returns true when the tag's Place 2 passes the filter condition described by the term's text filter properties. Place 2 typically contains the text from the tag's ADDR GEDCOM record, but may represent the text from a custom GEDCOM tag.
Tag Text Returns true when the event's Text value passes the filter condition described by the term's text filter properties.
Tag Type Returns true when the event's Tag Type is one of the selected Tag Types specified in the term's Tag Type filter properties.

Name Count

The Name Count term filters people based on their names. GedSite counts the names that pass the Name Filter specified in the Name Count window, and compares the actual count to the desired count. There are several comparison operators, and this allows you to filter people based on having, or not having, the specified names.

For example, to select people who have at least one name with the Surname "Smith":

screenshot of name count filter terms

The Name Filter in the example includes the Name Part term, "Surname Equals Smith". The Operator is "greater than" and the Count is zero, so the Name Count term will select people who have at least one name where the surname is Smith.

Name Filter Terms

The Name Filter property in the Name Count window supports the following terms.

Term Definition
And/Or As explained above, the And/Or term is used to group other terms. You may configure the And/Or term such that when it evaluates its child terms, "All must pass (And)" or "At least one must pass (Or)".
Name Part Returns true when the selected name part matches the filter condition described by the term's text filter properties.
Primary or Non-primary Returns true when the tag is primary for the person and "Primary only" is selected, or when the tag is not primary for the person and "Non-primary only" is selected.
Tag Note Returns true when the tag's Note text matches the filter condition described by the term's text filter properties.
Tag Type Returns true when the name's Tag Type is one of the selected Tag Types specified in the term's Tag Type filter properties.
On This Page