Module DoliGenweb EN: Difference between revisions

Jump to navigation Jump to search

Module DoliGenweb EN (view source)

Revision as of 08:47, 21 October 2026

2,704 bytes added ,  2 days ago
no edit summary
VisualWikitext
(Created page with "=Summary= Category:Add-on modules {{TemplateDocDev}} {{TemplateDocUtil}} =Informations= {{TemplateModuleInfo |modulename=DoliGenweb |editor=File:Logo atoonet.jpg|link=ht...")
Tag: 2017 source edit
 
No edit summary
Tag: 2017 source edit
 
Line 16: Line 16:


=Features=
=Features=
DoliGenweb brings '''genealogy''' to Dolibarr: individuals, families, parent links, places and life events, with ancestor and descendant trees, Sosa numbering, historical context and '''GEDCOM''' import/export. All data stays in your Dolibarr and follows its usual ergonomics (filterable lists, cards with tabs, notes, documents, complementary attributes, per-user rights).
DoliGenweb adds '''genealogy''' to Dolibarr: individuals, families, parentage, places, sources and life events, with trees, Sosa numbering, kinship calculation, statistics, migration maps, timeline, historical context and '''GEDCOM''' import/export. All data stays in your Dolibarr and follows its usual ergonomics (filterable lists, tabbed cards, notes, documents, complementary attributes, per-user rights).


===Five genealogical objects===
The screenshots below were taken with a demonstration genealogy of the House of Bourbon (Louis XVI, Marie-Antoinette and their ancestors).


*'''Individuals''': last name, first name, gender, occupation (dictionary), photo, optional link to a Dolibarr third party.
[[File:Doligenweb-v24-home-en.png|center|thumb|800px|Module dashboard: counters and last modified records]]
*'''Families''': union between two individuals, of type Marriage, Union, Civil partnership or Cohabitation, with date, place and dissolution date.
*'''Relationships''': parent / child link (father or mother) and order of the child among siblings.
*'''Sources''': working genealogy rooted on one individual (the ''de cujus''), which enables '''Sosa-Stradonitz''' numbering.
*'''Places''': town, zip code, state, country, type and GPS coordinates, with an OpenStreetMap map.


The module dashboard shows the number of individuals, families, relationships and places, and the latest modified records.
===Six genealogical objects===
 
*'''Individuals''': given names, particle, surname, suffix, title, nickname, married name, sex, occupation (dictionary), photo, link to a Dolibarr contact.
*'''Families''': union between two individuals, of type Marriage, Union, Civil partnership or Free union, with date, place, dissolution date and witnesses.
*'''Relationships''': parent / child link (father or mother) and rank of the child among the siblings.
*'''Places''': town, postcode, department, country, type and GPS coordinates, with a '''Map''' tab.
*'''Sources''': records and documents (type, author, archive repository, call number, URL, text, attached files), cited on individuals, events and families with page, quality and transcription.
*'''Sosa trees''': working genealogy rooted on one individual (the ''de cujus''), which enables '''Sosa-Stradonitz''' numbering.
 
[[File:Doligenweb-v24-sosa-tree-en.png|center|thumb|800px|Sosa tree rooted on Louis-Charles, son of Louis XVI]]


===Individual card===
===Individual card===


The individual card gathers identity, parents, spouses, children and '''life events''' (birth, baptism, death, burial, marriage, occupation...). Each event has a date, a place, a source and a '''date precision''': Exact, About, Before, After, Between or Unknown.
The card of an individual gathers their identity (with the name pieces: particle, suffix, title, nickname), parents, spouses, children, roles as witness or godparent and '''life events''': birth, baptism, death, burial, marriage, occupation, residence, census, military service, will, emigration, naturalisation… Each event has a date, a place, source citations and a '''date accuracy''' (Exact, About, Before, After, Between, Unknown). Every field has a help tooltip.
 
Buttons directly create the '''father''', the '''mother''', a '''child''' or a '''spouse''' from the card, saving the link in a single step.


Buttons create the '''father''', '''mother''', a '''child''' or a '''spouse''' directly from the card, saving the link in a single step.
Tabs of the individual: Individual, Trees, Kinship, Statistics, Research, Migrations, Timeline, Consistency, Duplicates, Gallery, Sources, Historical events, plus Contacts, Notes, Documents and Agenda depending on the setup.


Available tabs: Individual, Trees, Contacts, Notes, Documents, Historical events (Contacts, Notes, Documents and Agenda are enabled in the setup).
[[File:Doligenweb-v24-individual-card-en.png|center|thumb|800px|Card of Louis XVI: identity, name pieces, parents, unions and children]]


===Family trees===
===Family trees===


*Ancestors or descendants, from '''2 to 8 generations'''.
*'''Ancestors''', '''descendants''' and '''hourglass''' modes (ancestors above, descendants below).
*'''Boxes''' view or zoomable '''ancestry wheel'''.
*'''Boxes''' view, '''ancestor wheel''' or '''descendant fan'''.
*Display of the place of birth, marriage or death, filter on one place, or hidden places.
*Colour and display of the place of birth, marriage or death, filter on one place, or places hidden.
*Tree generated as a landscape '''PDF'''.
*Tree generated as '''PDF''', from A4 up to A0 for large prints.
*Last settings are remembered for each user.
*PDF reports of the individual: Sosa ancestry, d'Aboville descendancy, family sheet and family book.
 
[[File:Doligenweb-v24-tree-en.png|center|thumb|800px|Ancestors of Louis-Charles over 4 generations, coloured by place of birth]]
 
[[File:Doligenweb-v24-tree-wheel-en.png|center|thumb|800px|Ancestor wheel over 5 generations]]
 
[[File:Doligenweb-v24-tree-hourglass-en.png|center|thumb|800px|Hourglass tree of Louis XVI]]
 
===Kinship===
 
The '''Kinship''' tab names the relationship between two individuals in the 5 languages (half-siblings, second cousins, generation offsets, in-laws), gives the civil-law degree, the closest common ancestors and the kinship paths.
 
[[File:Doligenweb-v24-kinship-en.png|center|thumb|800px|Marie-Antoinette is the second cousin once removed of Louis XVI]]
 
===Statistics and indexes===
 
*'''Statistics''' of the whole genealogy: counts and completion rates, ages at death, at first union and of parents at birth, births per century, children per couple, most frequent surnames, given names, places and occupations.
*'''Statistics''' tab of the individual: ancestry completeness and pedigree collapse per generation.
*'''Surname index''' and '''place index''' with letter bar and quick filter; each entry opens the genealogical search.
*'''Genealogical search''' by surname, given names, spouse, parents, place and events, with wildcards and phonetic variants, also from the Dolibarr global search.
 
[[File:Doligenweb-v24-statistics-en.png|center|thumb|800px|Statistics of the genealogy]]
 
[[File:Doligenweb-v24-surname-index-en.png|center|thumb|800px|Surname index]]
 
[[File:Doligenweb-v24-place-index-en.png|center|thumb|800px|Place index]]
 
===Research to do and consistency===
 
*'''Research''' tab: missing Sosa ancestors and missing records (birth, marriage, death) per generation, with the lead to follow; each research can become an agenda task linked to the individual.
*'''Consistency checks''': impossible or unlikely dates, ages of parents and spouses, duplicate or looping parentage, with adjustable thresholds.
*'''Duplicates''': detection of likely duplicates (phonetic surname, close given name, compatible dates, common parents or spouse), side-by-side comparison and merge.
 
[[File:Doligenweb-v24-research-en.png|center|thumb|800px|Research to do in the ancestry of Louis XVI]]
 
[[File:Doligenweb-v24-consistency-en.png|center|thumb|800px|Consistency checks]]
 
===Migrations and geolocated places===
 
*'''Migrations''' tab: places of birth of the Sosa ancestors on a map, animated generation by generation, with paternal or maternal branch filter, moves between generations and distances per generation.
*'''Map''' tab of the place, and choice of the base map: '''OpenStreetMap''', '''IGN map''', '''Cassini map''' or '''État-major map'''.
*'''Geocoding''' of one place, or of all places at once from the setup, with '''OpenStreetMap Nominatim'''.
 
[[File:Doligenweb-v24-migration-en.png|center|thumb|800px|Migrations of the ancestors of Louis-Charles over 6 generations]]
 
[[File:Doligenweb-v24-place-map-en.png|center|thumb|800px|Map tab of the place Versailles]]


===Historical context===
===Timeline and historical context===


The '''Historical events''' tab queries '''Wikidata''' and '''Wikipedia''' to find the events that occurred during the individual's life and the '''heads of state''' of the period, for France, Switzerland, Germany, the United Kingdom, Belgium, Italy and Spain. Countries are preselected from the individual's places.
*The '''Historical events''' tab imports from '''Wikidata''' and '''Wikipedia''' the events that occurred during the individual's life and the '''heads of state''' of the period, for France, Switzerland, Germany, the United Kingdom, Belgium, Italy and Spain.
*The '''Timeline''' tab mixes, on a life bar and in a chronological table, the events of the individual, those of their close family and this historical context, with the age at each event.


===Geolocated places===
[[File:Doligenweb-v24-timeline-en.png|center|thumb|800px|Timeline of Louis XVI with the historical context]]


The '''Search coordinates''' button finds the latitude and longitude of a place with '''OpenStreetMap Nominatim''' geocoding, and the place is shown on a map.
[[File:Doligenweb-v24-historical-events-en.png|center|thumb|800px|Historical events imported from Wikidata]]
 
===Sources and citations===
 
The '''Sources''' tab of the individual lists the citations of their events and unions. The card of a source shows the '''Cited by''' block and a '''Transcription''' tab where the image of the record is placed next to the text, with an optional transcription proposal by a local '''Ollama''' vision model.
 
[[File:Doligenweb-v24-sources-en.png|center|thumb|800px|Sources cited on the card of Louis XVI]]
 
===Sharing with the family, anniversaries and contacts===
 
*'''Protection of the living individuals''' (GDPR): living individuals, or those born less than N years ago, are hidden from users without the '''Read the living individuals''' right; a button creates the group "Genealogy - Family (read only)".
*'''Anniversaries''' and commemorations of the day and of the next 7 days on the home page and in the agenda.
*Link with '''Dolibarr contacts''' and emailing selector of the family members.
*'''Gallery''' of the individual with photo annotation and identification of people.


===GEDCOM import and export===
===GEDCOM import and export===


*'''Import''': drag and drop of the <code>.ged</code> file, upload in 512 KB chunks (large files go through without touching PHP limits), progress bar, resume of an interrupted import and import history.
*'''Import''': drag and drop of the <code>.ged</code> file, upload in 512 KB chunks, progress bar, resume of an interrupted import and import history. The name pieces (<code>GIVN</code>, <code>SPFX</code>, <code>SURN</code>, <code>NSFX</code>, <code>NPFX</code>, <code>NICK</code>) and the title (<code>TITL</code>) are read; an option splits the particle written in the surname when the file has no <code>SPFX</code> tag (as with Heredis).
*'''Export''': '''GEDCOM 5.5.1''' file in '''UTF-8''', filterable by beginning of last name and by gender.
*'''Export''': '''GEDCOM 5.5.1''' file in '''UTF-8''', filterable by beginning of surname and by sex, with optional hiding of living individuals.
*Supported tags: <code>INDI</code>, <code>FAM</code>, <code>NAME</code>, <code>SEX</code>, <code>BIRT</code>, <code>DEAT</code>, <code>BAPM</code>, <code>CHR</code>, <code>BURI</code>, <code>MARR</code>, <code>OCCU</code>, <code>EVEN</code>, <code>NOTE</code>, <code>SOUR</code>, <code>OBJE</code>, <code>PLAC</code>, <code>TITL</code>, <code>HUSB</code>, <code>WIFE</code>, <code>CHIL</code>, <code>FAMC</code>, <code>FAMS</code>, <code>CHAR</code>, <code>CONC</code>, <code>CONT</code>.
*Sources, repositories and citations (<code>SOUR</code>, <code>REPO</code>, <code>PAGE</code>, <code>QUAY</code>), witnesses (<code>ASSO</code>, <code>_WITN</code>) and date accuracy (<code>ABT</code>, <code>BEF</code>, <code>AFT</code>, <code>BET</code>, <code>FROM</code>/<code>TO</code>) are exchanged too.
 
[[File:Doligenweb-v24-gedcom-import-en.png|center|thumb|800px|Import of a GEDCOM file by drag and drop]]


===Calendar converter===
===Calendar converter===


The setup offers a date converter between the '''Gregorian''', '''Julian''', '''French Republican''', '''Hebrew''' and '''Islamic''' calendars, with Julian day and age of the Moon, to transcribe old records.
The setup provides a date converter between the '''Gregorian''', '''Julian''', '''French Republican''', '''Hebrew''' and '''Islamic''' calendars, with Julian day and Moon age, to transcribe old records.


===Built-in user guide===
===Built-in user guide===


A complete guide in '''French, English, German, Spanish and Italian''' is available directly from the module setup, '''User guide''' tab, in the interface language.
A complete guide in '''French, English, German, Spanish and Italian''' can be read directly from the module setup, '''User guide''' tab, in the interface language.
 
[[File:Doligenweb-v24-guide-en.png|center|thumb|800px|Built-in user guide]]


''[[#Summary|⬆ Back to summary]]''
''[[#Summary|⬆ Back to summary]]''
Line 109: Line 179:
{| class="wikitable"
{| class="wikitable"
! Tab !! Content
! Tab !! Content
|-
| Settings || Show the Contacts, Notes, Documents and Agenda tabs; calendar converter
|-
| Complementary attributes || Custom fields for families, individuals and places
|-
| GEDCOM import || Upload of a <code>.ged</code> file and import history
|-
| GEDCOM export || Generation of a filtered <code>.ged</code> file
|-
| User guide || Complete guide in the interface language
|-
| About || Module information
|}
'''Rights''': Individual, Family, Relationship, Source and Place each have a '''Read''', '''Create/Update''' and '''Delete''' right ('''Users & Groups''' menu, '''Permissions''' tab).
'''Dictionaries''': '''Individual event types''' and '''Occupations''' ('''Home > Setup > Dictionaries''' menu).
''[[#Summary|⬆ Back to summary]]''
=Usage=
# '''Import''' an existing GEDCOM file ('''GEDCOM import''' tab of the setup), or create individuals one by one from '''DoliGenweb > Individuals > New individual'''.
# '''Complete''' the records: parents, spouses, children, life events with dates, places and sources.
# '''Create a source''' in '''DoliGenweb > Sources''' with your root individual to display Sosa numbers.
# '''Display the tree''' from the '''Trees''' tab of an individual, then print it as PDF.
# '''Place''' an ancestor's life in History with the '''Historical events''' tab.
# '''Export''' the genealogy as GEDCOM to exchange it with other software.
The GEDCOM import and export screens are currently displayed in French only.
==Troubleshooting==
{| class="wikitable"
! Symptom !! Likely cause / solution
|-
| The DoliGenweb menu does not appear || Read right not granted to the user
|-
| The Contacts, Notes or Documents tabs are missing || Option disabled in the '''Settings''' tab
|-
| Republican, Hebrew or Islamic calendars missing || PHP <code>calendar</code> extension missing on the server
|-
| "No birth date" message || Add a dated birth event to the individual
|-
| No historical event found || Server without Internet access, or no country selected
|-
| GEDCOM import locked || '''Unlock import''' button, then start again
|-
| Wrong accents after import || GEDCOM file not UTF-8 encoded: re-export it as UTF-8
|-
| Sosa numbers do not appear || No active source: select one in '''DoliGenweb > Sources'''
|}
The Dolibarr log ('''Home - Setup - Other - Logs''') traces imports and calls to external services.
''[[#Summary|⬆ Back to summary]]''
=Other languages=
* [[Module_DoliGenweb_FR|Documentation française du module DoliGenweb]]
* [[Module_DoliGenweb_DE|Deutsche Dokumentation für das Modul DoliGenweb]]
* [[Module_DoliGenweb_ES|Documentación en español del módulo DoliGenweb]]
* [[Module_DoliGenweb_IT|Documentazione in italiano del modulo DoliGenweb]]
''[[#Summary|⬆ Back to summary]]''
[[fr:Module_DoliGenweb_FR]]
[[de:Module_DoliGenweb_DE]]
[[es:Module_DoliGenweb_ES]]
[[it:Module_DoliGenweb_IT]]
Retrieved from "https://wiki.dolibarr.org/index.php/Special:MobileDiff/68385"

Navigation menu