Marking

What Is Marking?

Marking People One at a Time

Marking People in Sidebars and Lists

The Marking Shortcuts Window

The Mark Panel

Marking Groups of People

Using Marking to Show Relationships in a Chart

Marking Sets of People

Showing a List of Marked People

Navigating Through Marked People

Deleting Marked or Unmarked People

What Is Marking?

Reunion lets you work with subsets of people using a feature known as marking. When you mark people, you distinguish them in a conspicuous way by attaching a special identifying green check mark to a person's record.

Marking allows you to set off a certain group of people and treat them separately. For example, you can...

Marking People One at a Time

Each person in the family view has a check mark button in the lower-right corner of their button. Click this check mark to mark/unmark somebody. When marked, the check mark appears green. When unmarked, the check mark is gray.

Marking Everybody in the Current Family View

To mark/unmark everybody in the current family view, hold down the Option key when you click the little check mark button in the lower-right corner of any person button.

Marking In The Edit Person Panel

The Edit Person panel has a green check mark button in the lower-right corner to mark/unmark a person.

Marking People in Sidebars and Lists

When a sidebar or List window contains a list of people, the people in the list can be marked or unmarked directly in the list. On the left side of any list (such as the People sidebar) is a thin column with little check-box buttons. A green check mark means the person is marked. To mark or unmark a person in a list, click this check-box button.

To mark or unmark everybody in a sidebar or list, or everybody in the family file, use the Marking Shortcuts button at the bottom of the list.

You can also mark or unmark everybody in the sidebar or list by clicking at the top of the check mark column, as shown below.

In some lists (like calendars and relatives) you can mark or unmark groups of people by clicking just to the left of a subtitle in the list. For example...

The Marking Shortcuts Window

To open the Marking Shortcuts window, click the Marking Shortcuts button in the bottom bar (under a sidebar, or at the bottom of a List window).

The Marking Shortcuts window makes it quick and easy to perform common marking functions, including...

Note: The Command-Y keyboard shortcut works even when the Marking Shortcuts window is not open (the shortcut for "unmarking everybody in the family file, and then marking everybody in a sidebar/list"). When using this feature, the marked person count will change (in the status bar at the bottom).

The Mark Panel

The Mark panel makes it quick and easy to mark/unmark groups of people. It also lets you save, recall, and edit sets of marked people. To open the Mark panel, click the Mark button in the navbar on the left.

Marking Groups of People

The Mark Groups section of the Mark panel is fairly sophisticated. So take a deep breath.

The Action button determines whether you'll be marking or unmarking people.

The Who button is used to select the particular group of people you want to mark/unmark. Groups of people include...

*Note: When selecting Blood Relatives, Inlaws, Step Relatives, or All Relatives (from the Who button) and then clicking the Mark button, the sidebar will switch to Relatives and instantly the relatives of the source person will appear in the list.

The "of" button may or may not appear, depending on your selection in the Who button. It lets you know the source or starting person for the group action.

For example, if Sammy Hagar was in the family view when you chose Mark in the navbar, then Sammy will appear in the "of" button when Blood Relatives is selected in the Who button. The "of" button will let you choose the husband or wife in the current family view; meaning, Sammy or his wife. If you want to mark blood relatives for a different person, then click any name in any sidebar to change the person in the "of" button (the source person).

Other options/buttons will appear in the Mark Groups section, depending on what you choose for the "Who" button (i.e., depending on what group you want to affect)...

If you choose to mark a particular group of people, you'll also have the option to Unmark everybody first. Do this if you want to mark only the group and unmark everybody else. Conversely if the Action button says "Unmark" then you'll have the option to mark everybody first.
checkmark
You'll have the option to Mark/Unmark the source person. This is the person's name next to the word "of." For example, if you want to mark the ancestors of Leroy, you can also mark Leroy by checking the Mark source person button.
If you want to mark the spouses (of ancestors, descendants, relatives, etc.) check the Mark spouses button.
checkmark
If you want to mark the parents of spouses (of ancestors, descendants, relatives, etc.) check the Mark parents of spouses button.
checkmark
If you want to mark the siblings (of ancestors, descendants, relatives, etc.) check the Mark siblings button.
You can mark or unmark the current source couple (shown under the Who button) by checking or unchecking the button called Mark source couple.
If you click the Mark button, and then change your mind, click the Undo button to restore the originally marked people when the Mark panel window was first opened.
When marking or unmarking ancestors of a person, click the Mark descendants of ancestors button to simultaneously mark/unmark the descendants of each ancestor up to a specified number of generations. When creating a descendant chart/report, or a register/family history report, this option provides the ability to start with a direct line and, by limiting the chart/report to marked people only, "flesh out" the chart/report to a controlled degree.

 

Using Marking to Show Relationships In a Chart

Let's say you want to create a chart that only includes ancestors or descendants between you and another person (for example, a cousin). Here's an easy way...

  1. Locate the younger person (make sure he's appearing in the family view) and select Mark in the navbar. Then mark his ancestors.
  2. Return to the family view and locate the older person. Select Charts > Descendant. Enter the number of generations and check the Marked descendants only button. Click the Chart button.

You can also do this in the opposite direction: mark descendants of the older person and create an ancestor chart of "Marked ancestors only" starting with the younger person.

Use these procedures to show the connection to any relative by first marking all the ancestors of both of you and your relative.

Another way to create a very focused or limited chart (some people call this a chart that "shows one line") is using the Direct Lines Bold feature.

Marking Sets of People

When you have a group of people who are marked, and you think you might need to re-mark exactly the same set of people in the future, you can have Reunion remember exactly which people are marked. This is called a marked set.

Saving a Marked Set

To save a marked set of the currently marked people, first open the Marked Sets window in one of two ways...

Then, in the Marked Sets window (shown below) the current set will be given a default name of New Marked Set along with the number of persons marked. You can type over that name with a meaningful, unique, set name, and then click the Save button.

Editing or Deleting Marked Sets

To edit or delete marked sets...

Open the Marked Sets window in one of two ways...

In the Marked Sets window, you can rename, reposition, or delete sets....

Recalling a Marked Set

To recall a marked set, first open the Marked Sets window in one of two ways...

Then, in the Marked Sets window, choose one of the marked sets and click the Recall button.

When recalling a marked set, everybody in the family file can be unmarked before marking the people in the set. To do this, click the button Unmark Everybody First in the Recall Marked Set window, shown below.

Uncheck the Unmark Everybody First button if you need to mark people in multiple saved sets; or, if you need to mark people in a marked set in addition to people who are already marked in the family file.

recallset

When opening a marked set containing deleted records, a message will appear indicating that the set contained deleted records; however, Reunion will mark the remaining people in the set.

Showing a List of Marked People

To quickly show a list of marked or unmarked people...

  1. Click the Marking Shortcuts button in the bottom bar (under a sidebar).
  2. Select Show Marked People or Show Unmarked People.

Or, click Results and select Marked People or Unmarked People from the Results pop-up menu.

This will show the Results sidebar and fill it with marked (or unmarked) people.

Navigating Through Marked People

Here's one way to navigate through marked people (show their records in the family view sequentially)...

  1. Make a list of marked people in the Results sidebar (see the paragraph above this one).
  2. Click to select somebody in the list.
  3. Use the up/down arrows on the keyboard to quickly view marked people in the family view.

Another method is to press the Shift+Command+bracket keys on the keyboard.

Navigating between marked people can be useful if you have marked a handful of people for a special reason. For example, if you have three people whom you think may be duplicates. You can unmark everybody and then mark just those three records. That'll make it easy to quickly switch between them.

Similarly, if you are researching five different ancestors and are about to search through some records in a library, you could unmark everybody and then mark the five key ancestors. Then, when you're in the library, you only need to show marked people or press Command+Shift+bracket keys to see one of these ancestors. To cycle through all marked people, press Command+Shift+bracket key repeatedly.

The number of marked people is always displayed in green text at the bottom of the family view.

Deleting Marked or Unmarked People

Reunion lets you automatically delete marked or unmarked people from a family file. See Correcting Mistakes.