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Software Review of:
Ultimate Family Tree 
Platinum 

From the February, 1999 issue of PC Alamode Magazine
by Earl J. Robinson
The Ultimate Family Tree (UFT) Platinum genealogy software is a powerful program that helps you store, organize, and display information about you and your family. It is based on earlier ROOTS software -- a trademark of Palladium Interactive Inc This powerful program is touted by Palladium Interactive as the world's easiest and fastest family tree software. Also the #1 fastest growing family tree software line. It has received excellent reviews from both Professional Genealogists and the Press. The former includes Mary McCampbell Bell and Elizabeth Shown Mills, Certified Genealogical Lecturers; Gary Mokotoff, Past President, Association of Jewish Genealogical Societies; and Richard Eastman, the editor of the popular Eastman's Online Genealogy Newsletter. The New York Times, the Houston Chronicle, the Atlanta Journal, and the Dallas Morning News, all, have given it top-flight recommendations. 

Minimum Requirements
Win 3.1, 95/98; 486DX/66 MHz processor (Pentium or equivalent strongly recommended). SVGA color monitor (8-bit color, 16 bit color recommended when using color photographs), double-speed CD-ROM (quad speed or faster recommended). Win 3.1: 8MB RAM, 49MB of hard disk space. Win 95/98: 16 MB RAM, 70MB hard disk space. Ultimate Family Data Library Master Index and Pictureworks Technology Netcard require Win 95/98. Netcard requires e-mail software that accepts file attachments (e-mail software not included). Optional 14.4 Kbps modem (28.8 Kbps or faster recommended). Sound card & speakers (for multimedia) and Scanner (for photo features) recommended. 

Installation
The program was installed on a COMPAQ Presario 4550 with a 233 MHz AMD-K6 MMx processor; 4 GB HD; 512 KB Cache, 48 MB of DRAM Memory; and 24X CD-ROM using Disk One of Four CD's provided in the UFT Platinum package. Installation went quite well using only the Quick Start Printed Guide and the On-Screen Prompts. Added instructions are included in a 275 page User's Manual which comes with the software. While installing, I chose the Typical Option which adds the Kennedy Sample Project. This option is recommended for first time installation and provides the new user examples of what to expect in following the program instructions. One of the installation steps is the Browser Setup which identifies a browser to use for WWW access without leaving the UFT program. 

Getting Started
When using a genealogical program for the first time, the user must either import family data found on a GEDCOM file built using some other brand of genealogy software or begin entering family tree information following the input process provided by the newer program. To test UFT Platnium, I chose to enter information on a branch of my wife's family. Identifying the Project (Family Data File) was simple using the Project Information window provided by the program. Then came time to enter information about individuals comprising the family tree. This information can be limited or quite large depending on the amount available to or found by the user / researcher. The UFT software provides what is called the Individual Record window that enables the user to perform this all important task of entering genealogical data to build the family tree. 

Using this primary Individual Record and the numerous secondary Event windows one is able to enter a wide array of genealogical data available for each individual to be included in the family tree. These Vital Statistics includes all the essentials -- Name of Individual, Spouse(s), Children/Siblings, Date/Place of Birth(s), Marriage Date(s), Date/Place of Death(s), Burial Place(s), Divorce, etc. Additionally, one may enter a wide range of life Events such as Graduation, Education, Residences, Emigration, Immigration, Roles, Languages, Aliases, Travel, etc. Entering data using the Individual Record and the many Event windows is more involved than advertised by the UFT software manufacturer. I chose to use only the Quick Start Guide and one of the four Wizards provided by UFT to begin entering the family data. I soon ran into some difficulty in calling / sequencing the different data entry windows. For example, the Individual Record window cannot be closed -- only minimized. Only, after close referral to the 275 Page User's Manual and the Help Menu, along with a bit of Trial and Error, was I able to establish proficiency in manipulating these windows so that entry of names, dates, places, etc. proceeded at a more rapid pace. 

Note: one can also add text for every individual and events in the family project such as Text / Biographical, Footnotes, and Research Notes, as well as, enter and organize Evidence used as proof for applicable information. 
Once, sufficient individual data has been entered, the UFT user may select from a large number of options in the View menu to display the information entered for the family project. Formats available are: Family Tree, Family Group, Individual Summary, Historical Summary, Descendants, Kinship, Slide Show, Media Tree, Photo, Timeline, Calendars (yes! you can find the day of the week that you were born), Lists, Task Lists, and Sticky Note Lists. Moreover, UFT has a large number of Search windows which provide searches for Individuals, Events, Places, and Sources. 

Each search window provides options for defining the scope of one's search and locates all records for which the contents of the specific field matches the search criteria. Both are great tools for managing the large amount of family data one has entered. 

Current versions of genealogy software have options to print genealogical charts and reports. 

UFT provides a wide variety of such, ranging from simple lists to a fully indexed and documented book Many different formats are provided for these reports/charts so the UFT user can customize to his / her own preference. The on-screen reports called from the View pull-down menu cannot be printed. However, a Reports menu has been included to call a large number of genealogical reports and charts that may be printed -- and / or previewed on-screen. These include standard Family Tree (Pedigree) Charts, Ancestor (Ahnentafel) Reports, Descendant Reports, and Descendant Box Charts. Additionally, one may print numerous reports needed to manage the entered data or provide useful information to other interested parties. A sampling of these are the Family Group, Individual Summary, Events Summary, Biographical, Index, Place Summary, and GEDCOM Exception Reports. There are many more. Finally, the UFT user has the capability of producing a Family Journal Style Report - with options to select from different formats approved by either the National Genealogical Society or the New England Historical Genealogical Society; or customize it to meet one's own needs or desires. 

Note: UFT has its own word processor that can be used in the preparation and editing of these reports. Not as powerful as WordPerfect or Word but it provides the basics without leaving UFT
Yet, another superlative for UFT relates to its capability of creating Instant Web Page family histories suitable for publishing on the World Wide Web. The Family Journal (Genealogy) Report and the Indented Descendant and Descendant Box Chart Reports are used for Instant Web Page files. I was unable to ascertain how well UFT does this versus other software such as HomePage, etc. If one does chose to enter family data on the Web, please follow these guidelines when preparing your Instant Web Page: 
  • Be sensitive to the wishes of family members who may not want certain information published on the WWW
  • Include your e-mail address so other researchers and family members can contact you.
  • Remember your family data is only as useful as its documentation -- cite its sources. 
The Platinum version of UFT, also, provides photo management software, so one can scan and use his / her own photos in a Family Project. This software, called Family Album Maker, has an interesting feature. It can display photographs as the computerized equivalent to photographer contact sheets which enables the UFT user to preview the quality of each snapshot and decide which ones should be edited, cropped, enlarged, and saved. 

Other features of UFT Platinum include the following: 

  1. World Photo Studio

  2. Used to create family albums & personalize them with maps and photos from around the world; 
  3. Records Request

  4. Very useful tool to generate letters to request official records from around the world and log the request. Provides a Wizard to do this in several different languages (was neat to watch); 
  5. Gazetteer

  6. Pinpoints an early ancestor's birthplace in the U.S. in 1833 & 1853. 
  7. Family Tutor

  8. Excellent tutorial on where to find/research Basic Records in Genealogy; Immigration and Naturalization Records; and English and Welsh Records. (5) Three volume set of CD-ROM's with a Social Security Death Index -- Can be used to locate and request vital information about deceased persons in the U.S. (If your name is Smith, Jones, or Garcia, be prepared to spend some time in scanning your family name after your Search. An all-state search of Robinson ended with over 100,000 names. Hope you know the state in which your ancestor died?) 
Like the Learning Company, manufacturer of the popular Family Tree Maker genealogy software, Paladium Interactive has its own UFT Home Page at Web Site. Here, newsletter type information is found on various genealogical topics along with a Link to the Ultimate Family Data Library. Access to the Library is by subscription only at a monthly or annual cost. 

Availability and Price 
A check on the Paladium Web Site revealed the cost of the Platinum version is $69.95. The Deluxe version sells for $39.95 (Win) or 59.99 (Mac). A comparison of UFT vs. the Competition on the Web Site shows both versions of UFT have more features than the popular Family Tree Maker, Version 5. Both UFT versions are excellent buys. Considering the moderate price of UFT Platinum and its extra features, I would recommend it over the Deluxe version. Incidentally, with the announced merger of Paladium Interactive with the Learning Company, Ultimate Family Tree and Family Tree Maker become not only competing, but sister products. Hopefully, both survive the merger. Each have their own niche in the genealogy software world. 


Earl J. (Joe) Robinson is a retired Actuarial Data Analyst/APL Programmer from USAA. He served in the Air Force "Hurricane Hunters" as a navigator. Amazingly, there is still a demand for such services in spite of Satellite High Technology. Ask the guys flying into "Mitch" last fall. You can bet at least one thing is different though -- computers play a major role in the data gathering.