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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Interactive Genealogy Explorer: Visualization of Migration of Ancestors and Relatives</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Daniel Shakespear Independent Programmer Munich</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Germany E-mail: daniel.shakespear@gmail.com</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Figure 2: Radial family tree</institution>
        </aff>
      </contrib-group>
      <pub-date>
        <year>2015</year>
      </pub-date>
      <fpage>94</fpage>
      <lpage>100</lpage>
      <abstract>
        <p>An interactive, three-dimensional graphic interface was conceived and developed, to illustrate and enable exploration of events recorded in a genealogy. The resulting visualization provides a colorful and intuitive view of migrations, as well as plotting the biographical data for individuals in the genealogy. Users can quickly highlight the connections between people, get a perspective on which persons lived in similar eras, or trace the life events of any person in the genealogy. The events of individuals' lives are plotted as colored lines above the backdrop of a globe (Google Earth), tracking the life and travels of the person. The date of each event determines the altitude of the line at the event location, and the lines are colored corresponding to the date of birth of each individual. The user can manipulate the view manually, or cycle through the events in the individual's life. One lifeline or up to hundreds can be shown (for example, chosen by date, name, ancestors, descendants, connection between two individuals, etc.), to give a sense of the connections between people, and provide a visual overview of migrations and movements.</p>
      </abstract>
      <kwd-group>
        <kwd>visualizing biographical data</kwd>
        <kwd>automatic biography generation</kwd>
        <kwd>visualizing genealogies</kwd>
        <kwd>Google Earth</kwd>
        <kwd>Google SketchUp</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>Background</title>
      <p>Origin has long been important to individuals and cultures
across the world. Whether it be the lineages described in
the Bible, the peerage system and countless other
mechanisms of hereditary power transfer in Europe, or the
massive genealogy of Confucius (first published in 1054
AD, and most recently updated in 2009, spanning 2500
years and more than two million members), pedigree has
helped establish identity and authority in societies
through much of recorded history.</p>
      <p>
        Even in the United States, where birthright has arguably
played a lesser role in determining status, genealogy has a
long and steady history of interest. Individuals’
fascination with the age-old question of provenance has
flourished in the internet era. In 2005, a survey indicated
that 73 percent of respondents were interested in
researching their family trees, an increase of 13
percentage points in only five years
        <xref ref-type="bibr" rid="ref2">(Weil, 2013)</xref>
        .
Between the online availability of mass quantities of
genealogical data, and the development of user-friendly
software
        <xref ref-type="bibr" rid="ref1">(a popular rating website counted 906 genealogy
application as of late June 2015)</xref>
        1, professionals and
laypersons have unprecedented possibilities to explore
ancestry and kinship.
      </p>
      <p>Over the years, genealogies have been visualized in
various ways, each with advantages and disadvantages as
a function of the data set and the intended interpretation.
The classic family tree and (Figure 1) is well-suited to
show the heritage of an individual. Typically, parents and
direct ancestors are the primary focus, not siblings. A
radial chart can also be used, with one generation plotted
per ring (Figure 2). This provides a more-compact view
which is still focused on the central individual.
The traditional family tree diagram can be extended with
siblings (Figure 3) for a comprehensive view of a group of
individuals and families. The resulting amorphous shape
lacks the symmetry of the simpler, individual-focused
charts, but enables a broader range of connections and
relations to be portrayed. The more-complex GeneQuilt
(Figure 4) displays this sort of information in a horizontal
1 http://www.gensoftreviews.com/index.php accessed 28 June 2015
2 http://www.scifres.com/2010/01/genealogy-visualizations accessed 27 May 2015
3 ibid.
format, and is suitable for complex family relations
(multiple spouses, intermarriage, etc.). The interpretation
of this chart is not, however, as immediately clear to the
new observer as that of a traditional chart.
These traditional visualizations share several common
traits: they are all two-dimensional, generation-based (an
individual’s placement is determined by their generation,
not their year of birth), and limited to showing events
births, unions and (when indicated) deaths.</p>
      <p>
        More recently, consumer software for genealogy
generation has enabled entering additional details of
individuals’ lives, and also geographic information about
their life events. The de-facto industry file standard
GEDCOM
        <xref ref-type="bibr" rid="ref1">(The Church of Jesus Christ of Latter-day
Saints, 1995)</xref>
        supports the storage, importing and
exporting of this information as well, enabling users to
develop and share genealogies with much richer detail
than traditional charts provide. This information can be
displayed by the software as a list of events, or a map of
locations.
      </p>
      <p>A new project developed in the last two years,
RootsMapper, takes this a step further, showing migration
of individuals as lines above a map (Figure 5). This is one
of the few examples of a genealogical visualization which
also illustrates geographical relationships.
While inputting a genealogy of several generations of his
family, the author realized that much information about
the individuals was not readily visualized by the existing
tools. A three-dimensional, interactive illustration of the
lives and events of the people was envisioned. Ideally, the
visualization would make it possible to grasp the time and
location of the people and event shown, along with their
connections to each other. It would serve the purpose of
finding and graphing the connection between related
persons. Finally, it would also enable the user to explore
events beyond the normal scope of a genealogy tree, such
as journeys, accomplishments, occupations and the like,
and give a sense of chronological time to the data (not
only generational increments).</p>
      <p>The visualization that was developed, the Interactive
Genealogy Explorer, plots events of selected individuals’
lives as colored lines above the backdrop of a globe
(Google Earth). The date of each event determines the
altitude of the line at the event location, and the lines are
colored corresponding to the date of birth of each
individual. The user can move the view around manually
(exactly as in Google Earth), or cycle through the events
in the individual's life. For each event, a short description
is shown, and the user can zoom in to see the location in
detail. Various methods of selecting individuals,
navigating through the genealogy, and showing paths
between persons are available for interactive exploration.
1 http://infosthetics.com/archives/2006/07/largescale_genealogical_history.html accessed 27
May 2015
2 http://www.aviz.fr/geneaquilts accessed 27 May 2015
3
http://janasgenealogyandfamilyhistory.blogspot.de/2013/10/tech-tuesday-rootsmappercomya-this-is.html?spref=fb accessed 27 May 2015
3.</p>
    </sec>
    <sec id="sec-2">
      <title>Initial Technical Implementation</title>
      <p>To display a genealogy, the user first enters the data for
the individuals using standard consumer software /
freeware capable of outputting data in the GEDCOM
format, such as My Heritage Family Tree Builder. By the
nature of the visualization, events to be plotted require a
date and location in order to be positioned. Once the
genealogy is complete, the data is exported to a
GEDCOM format file.</p>
      <p>Once the GEDCOM file is available, the visualization is
created in two steps, using commercial freeware, and
author-developed applications. An overview of the
applications and code modules is found in Figure 6.
3.1</p>
    </sec>
    <sec id="sec-3">
      <title>Geometry Generation</title>
      <p>The first step, shown in the upper box of Figure 6, is the
automated reading and interpreting of the GEDCOM file,
followed by the generation of the lifelines. For this task,
Google SketchUp is used, with a Ruby script geometry
calculator, and a web browser user interface. The user can
select which individuals to plot, along with the timescale;
additional options are available in the Ruby script (color
schemes, direction of altitude which indicates time, etc.).
Locations are converted to latitude/longitude using the
geonames.org lookup service, and dates are converted
into altitudes. With this information, the code steps
Google SketchUp through the generation of the
individuals’ lifelines and accompanying text, and
exporting the CAD data as COLLADA files. A camera
location file is also generated, with viewpoints for each
event.
3.2</p>
    </sec>
    <sec id="sec-4">
      <title>Displaying the Visualization</title>
      <p>Once the geometry is generated, the interactive
visualization is available via a web browser (code and
applications shown in the lower box of Figure 6). The
Viewer UI module, written in Javascript and HTML, is
opened in the browser (here, Internet Explorer) and it
instantiates the Google Earth Plug-in to show the globe.
The user then can browse through the individuals from the
genealogy, and show one or up to hundreds of lifelines
over the Google Earth globe. Figure 7 shows a sample
view of one lifeline.
3.3</p>
    </sec>
    <sec id="sec-5">
      <title>Navigating the Visualization</title>
      <p>A variety of navigation methods are available. From any
individual, the user can navigate to his or her parent,
spouse, or child, and continue to explore. Alternately,
multiple life lines can be selected and shown (for
example, by date, name, ancestors, descendants,
connection between two individuals, etc.), to give a sense
of the connections between people, or to provide a visual
overview of migrations and movements.</p>
      <p>To illustrate the connection between two individuals, the
path between them can be shown as a trail of lifelines.
The user can move from one person’s events to the next,
stopping to read events in the individuals’ lives, or
zooming in to see the town where an event took place. The
Interactive Genealogy Explorer also generates clickable
placemarks in space near the description for each event,
allowing the user to click on an event and go directly to it.
4.</p>
    </sec>
    <sec id="sec-6">
      <title>Development and Refinement</title>
      <p>After developing an initial visualization in early 2012, a
number of improvements were made. Initially, color was
not used to indicate time, but rather was selected from a
set defined in the code. Only the altitude of an event
graphically indicated its timing. It was quickly clear,
though, that altitude is difficult to assess by eye,
especially in a spherical coordinate system such as a
globe’s. In order to enhance the perception of time, the
color of an individual’s lifeline was then selected by their
date of birth (or first graphed event), using a rainbow
progression (red for latest through blue for earliest
individuals).</p>
      <p>A further enhancement was the addition of white lines
from the events to the surface of the globe. Analogous to
the discussion on altitude, it was also initially difficult to
judge location on the surface, for events plotted high in
space. The dropping lines are a very effective
improvement in this regard, and also highlight the
geographic proximity in the case of events which took
place in different time periods.</p>
      <p>A significant limitation to interaction was the absence of a
click-event from the Google Earth Plug-In when the user
clicks on a lifeline. Users are accustomed to being able to
click directly on symbols and get information, navigate,
etc. Unfortunately, the Google Earth Plug-in does not
support this functionality for imported objects it is
displaying, such as lifelines. It does, however, allow for
placemarks to be shown, and reports click events from
these. To enhance the interactive nature of the
visualization, placemarks were added in space at each
event (when possible, with a flag of the nation in which
the event occurred). When the user clicks on the
placemark, the visualization flies to its associated event.</p>
      <p>An example showing the placemarks is in Figure 8.
Another major challenge was visual clutter. For example,
in the case of a family with multiple children, the initial
visualization was impossible to read, as the texts for each
birth were plotted directly above each other. This was
corrected by checking each event’s distance to other
plotted events. In case the event is close in time and
location to an existing event, the angle of the text is
incremented, resulting in a spiral appearance, and
significantly better readability, as shown in Figure 9.</p>
    </sec>
    <sec id="sec-7">
      <title>Results and Comparison to Traditional</title>
    </sec>
    <sec id="sec-8">
      <title>Visualizations</title>
      <p>Traditional two-dimensional visualizations (as shown at
the beginning of the paper) are well-suited to quickly read
lineage, as they are based on generation increments.
Visualizations which show parallel individuals (not only
one person’s direct ancestors) can be used to explore more
complex relationships (such as cousins, multiple unions,
etc.). In typical consumer genealogy software, some
degree of interactivity is enabled, to allow navigating
through families or finding paths between individuals.
Finally, traditional two-dimensional visualizations lend
themselves well to printing for books or for static display.
RootsMapper, released in late 2013, provides an
appealing display of basic ancestral migration. It is nicely
integrated in the framework of a consumer genealogy tool
(FamilySearch.org), and unlike the Interactive Genealogy
Explorer, it requires no local webserver. The information
displayed, however, is limited compared to the
visualization developed here, the graphic itself is
fundamentally two-dimensional, and the map lacks the
navigational possibilities of Google Earth.</p>
      <p>The Interactive Genealogy Explorer has been used
primarily by the author (although application to other
genealogy or biographical projects is welcomed). As
such, evaluation has been limited to personal opinion, and
feedback obtained from informal demonstrations. By its
nature, the Interactive Genealogy Explorer is more
difficult to compare to traditional visualizations, as it
serves a different purpose. Initial observations show that it
provides a richer display of information about the
individuals, particularly among families with a history of
migration. Its interactive nature encourages exploration,
and the interface is fun and intuitive to users of Google
Earth. The visualization provides the opportunity to see
the places in which events took place (at least as they
appear today), and make discoveries about the proximity
of otherwise distant relatives.</p>
      <p>One example of this occurred when it was discovered that
the author’s brother had lived in California just over
100km away from a previously-unknown third cousin, for
several years. The cousin was a descendant of an
individual who migrated from India to the US in the
1800s, and whose descendants had long fallen out of
contact with the author’s branch of the family. The
visualization clearly highlighted this previously unknown
connection (Figure 10). Similarly, the visualization
helped the author discover that his current residence is not
far from that of a distant cousin, Dorothy Shakespear,
who lived recently in Italy. Figure 11 shows the entire
path from the author to Dorothy Shakespear.</p>
      <p>Figure 10: Distant cousins, related to a common ancestor
in India, in close proximity.</p>
    </sec>
    <sec id="sec-9">
      <title>Limitations and Further Work</title>
      <p>As with any visualized data, care must be taken to assess
any conclusions within the limitations of the
completeness of the input data. For example, if extensive
data is available about one individual or one particular
branch of a person’s ancestry, it draws focus to their
location and history, while the other unknown ancestors
and their history remain invisible. This can lead to bias in
the impression and interpretation of an individual’s
heritage.</p>
      <p>By nature of the geographical aspect of the Interactive
Genealogy Explorer, the visualization results are not as
interesting for families with minimal migration, and the
names and events become more difficult to distinguish in
the absence of geographic displacement. Figure 12 shows
this effect.
Historical changes in national borders present a challenge
as well. The visualization shows events accurately
positioned on the globe by latitude and longitude, but
Google Earth displays nations and borders in their current
state, not accounting for different earlier political
divisions (e.g. Prussia).</p>
      <p>Technical issues include limitations in Google Earth
Plug-In interactivity, and its requirement for a web server
to load data. In addition, the Google Earth Plug-In is due
to be deprecated in December 2015, and its replacement,
if any, is currently unknown. The visualization will likely
need to be significantly recoded to function after this time.
As of June 2015, further images and videos of the
Interactive Genealogy Explorer are located at the project
site,
https://www.behance.net/gallery/22589523/Interactive-G
enealogy-Explorer
7.</p>
    </sec>
    <sec id="sec-10">
      <title>Further Ideas</title>
      <p>7.1</p>
    </sec>
    <sec id="sec-11">
      <title>Concept: Scalable Translucent Globe</title>
      <p>To make it easier to study specific times in history, a
translucent, scalable globe with time-appropriate maps
could be developed. The radius of the globe would
correspond to the time scale of the genealogy data
(altitude), and the user would size the globe to correlate to
a year of interest. This would illustrate the geopolitical
borders as they were, and highlight the people alive at that
time (newer events and people would be visible, but
dimmer inside the translucent globe). Such a feature
would require a different source for globe data, as the
Google Earth Plug-In is not able to render scalable
dynamic objects.</p>
    </sec>
    <sec id="sec-12">
      <title>7.2 Concept: Visualizing Traditional Wars</title>
      <p>Another possible application would be to plot battles and
military movements in a traditional war. This would
provide a three-dimensional overview of the fundamental
events and movements of troops and weaponry. Their
relative numbers could be indicated by the size of the
tubes, and the impact of a battle on each army would be
displayed by the change in size of the tube after each
battle. A translucent map which could be set to any
altitude (time) with the corresponding fronts and borders
shown, would give a snapshot in time at any desired phase
of the war (here a flat map, rather than a globe, would
likely be appropriate).
7.3</p>
    </sec>
    <sec id="sec-13">
      <title>Concept: Visualizing Mass Migration</title>
      <p>A larger-scale application could be developed to
graphically show the progression of migration over time
(e.g. migration of early ancestor groups out of Africa, or
the migration due to the 19th century Potato Famine). In
this case, the size of the shapes at a given height would
correlate to population at that given time. The map in
Figure 12 shows when Homo sapiens arrived in various
areas over time. A three-dimensional version with time as
the third axis, would allow the depiction of populations as
shapes spreading out in space and time.
If such shapes were generated for all three species, it
would also provide an illustration of when and where they
interacted. An ambitious programmer with the right data
could generate dynamic sections or shapes, to visualize
population sizes at a point in time.</p>
      <p>Such an approach could also be used to track and visualize
the spread of languages, diseases, ideas, or anything
which permeates the planet and its people.</p>
    </sec>
  </body>
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          </string-name>
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          <year>2013</year>
          ).
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        </mixed-citation>
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</article>