Kith and Kin Pro manual - Tutorial

You can choose whether you want to search for people, families or sources by clicking on the appropriate tab at the top of the window. Click on the "Person" tab for now.

Click on the "Clear person criteria" button to make sure that there is nothing in the search criteria. Also, make sure that the "Partial match" option is selected, "Case sensitive" is clear and "Match all fields" is selected.

Click on the "Surname" field and type in "gordon" (without the quotes). Now click on the "Search" button . 38 records will be displayed in the search results list - all the people in the database with the surname "Gordon".

Now we can narrow down our search - say we want to find only males with the surname "Gordon". Click on the "Male" field. Notice that a drop-down button appears to the right of the Male field. This is because there are only three possible values to enter in here - "True" (male), "False" (female) or blank (don't care). Click on the drop-down button and select "True". Now click on the "Search" button again. This time only 21 records are displayed.

Let's see how we can use Kith and Kin Pro's Metaphone and Soundex fields to search for similar sounding surnames. Click on the "Clear" button and then type "white" into the "Surname" field. Clicking on "Search" displays 3 people. Now select the "Metaphone" option and click "Search" again. An extra person is displayed, Jean WHYTE. WHITE and WHYTE sound similar and so have the same Metaphone code (the actual Metaphone code for WHITE is WT which you can verify in the Phonetics Calculator).

Carrying out narrower searches is simply a matter of entering more data into the search fields. For instance, if you wanted to look for all women who were born in Glasgow between 1800 and 1899, your search fields would look like: Male = False, Birth date = 1800..1899, Birth place = Glasgow.

Notice in that last example that we used a date range. Dates can be entered as exact, partial or a range (using ".." to denote a range). For example:

1 Apr 1907
Apr 1907
1907
1900..1908

There are four important options just to the left of the "Search" button which are common to all types of search.
Criteria for text-type fields can be partial matches and/or case-sensitive.
For example, a partial match and not case-sensitive search for "Firstnames = ann" will find "Ann", "Anne" and "Jeanne" but with partial match turned off will only find "Ann".
If the same example was a partial match but case-sensitive then only "Firstnames = Ann" would find "Ann" and "Anne". Case-sensitive searches match the exact upper and lower case letters in the search fields.
Normally, searches with multiple conditions (more than one field filled out) produce results where records meet every condition. You can change this so that the results contain records which meet any of the conditions by clicking on the Match any field option. Clicking on the Match all fields option only finds records which match all the conditions.

Once you have records in the results list, you can do things with them. Double-clicking on a record opens its data form for editing. Right-clicking on the results list pops up a menu which allows you to print or preview the results list or export the records to a delimited text file.

A delimited text file is useful for exporting data from Kith and Kin Pro to other applications such as a database or spreadsheet program. Once the data is in a database, for instance, you can produce customised list reports.

You can change the width of the columns in the results list by dragging the right edge of the column in the top row (where the column names are) left or right. You can also change the order of the columns by dragging the middle of the column in the top row left or right.

Searching for families and sources works in exactly the same way. Just click on the appropriate tab at the top of the Search Window.

Click on the "Close" button to close the search window.

Next tutorial - Searching using queries

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