choices and options for journal reports
DESCRIPTION
Choices and Options FOR Journal REPORTS. Arlington RUG Meeting 11 Oct 2014 Janis Parkison Rodriguez. 5 narrative reports that use sentences Ahnentafel Ahnentafel – Direct Line Descendant Indented Narrative Individual Narrative Journal Report Ancestors report Descendants report. - PowerPoint PPT PresentationTRANSCRIPT
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CHOICES AND OPTIONS FOR
JOURNAL REPORTSArlington RUG Meeting
11 Oct 2014Janis Parkison Rodriguez
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TMG’S NARRATIVE REPORTS
2
• 5 narrative reports that use sentences• Ahnentafel • Ahnentafel – Direct Line• Descendant Indented Narrative• Individual Narrative• JOURNAL REPORT• Ancestors report• Descendants report
Janis RodriguezRUG 11 Oct 2014
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RUG 9 Oct 2010 / 11 Oct 2014John Clark / Janis Rodriguez
3
List of most commonly used reports
Access to Book ManagerLink to defunct Sample Report Web Site Link to Chart Printing Service (30 Nov 2014)
List of your most recently printed reports
“Report”menu pad
Click
TMG
Menu Bar
ACCESSING REPORTS TMG V.8 & V.9
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TMG V. 7REPORTS
NOTE:
Separate Endnotes & Bibliography Reports available in TMG v.7 & earlier are
NOT available in TMG v.8 & v.9.
Must generate in word processor.
Bibliography
Endnotes
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JOURNAL• Compiled history of a specific person’s
descendants– TMG added an Ancestor Journal report, too
• Included Styles approximate publications– New England Historical and Genealogical Register– National Genealogical Society Quarterly– The American Genealogist – and Custom
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JOURNAL STYLE
Sample report from Sample project using the default options for RECORD style.
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REPORT SETUP AND OPTIONS• Default reports are just fine … but …• You may tailor each: –Report setup:• Subject(s) of the report• Report (output) destination• Copies, first page number, and print page range
–Options:• Specific to each report form (narrative, chart,
list)• Within interpretation of “best practices”• Appearance (fonts, headings, sort order, …)
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REPORT DEFINITION SCREENControls each report• Defines subject(s)• Sets destination for output• Specifies copies and page control• Triggers report generation• Access to MORE Options• Save Settings
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Report configuration
Who
Where
How many Page control
TMG
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Reset Report Defaults• If you changed the options, by running a report you
have saved the new settings over a default report type.
• If you may want to get back to the original default settings
• TMG v7– “Delete” the standard report definition– TMG resets report definition to default
• TMG v8 & v9 – “new” Reset Defaults button
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Subject(s) of the report
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SELECTING THE SUBJECTSBe careful when choosing more than one person for Narrative Reports.
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REPORT DESTINATION
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If you do not specify a location, the default location for the report is in File > Preferences > Current Project Options > Advanced
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Configuration Files
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Where each saved reportSpecification is stored
CONFIGURATIONFILES
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Most of the Options can be selected inREPORT OPTIONS Click
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REPORT OPTIONS• Each report has Report Options tabs• Most reports offer the same tabs for tailoring
your report• Some tabs differ in the specific options offered
from report to report• Allows you to specify the precise format then
save as a specific configuration for future use• Experiment with the options until they are to
your liking
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GENERAL TAB
TMG
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CONTROLLING WHO IS INCLUDEDReport Options
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General TabNumber of Generations(default)
Surety Direction
Journal X (250) X DescendantsAncestors
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CHOSE DESCENDANTS OR ANCESTORS
Report Options
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CHOOSE WHAT “STYLE”?Report Options
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FOUR “STYLES” FOR JOURNAL REPORTS
• REGISTER - New England Historical and Genealogical Register
• RECORD - National Genealogical Society Quarterly
• TAG - The American Genealogist
• Custom
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COMPARISON CHART
• Two page Chart comparing TMG's NGSQ and NEHGR Reports to official standards
http://freepages.computers.rootsweb.ancestry.com/~mdtmgug/NGSQ_Register_Styles_Comparison_Chart.pdf
• By Susan Johnston for the MdTMG Users Group (now with Tri Valley TMG Users Group)
http://tvtmgreports.blogspot.com/2013/02/tmgs-ngsq-and-nehgr-reports.html
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MORE GENERAL OPTIONS• TITLE - Subject’s name replaces [F]. • REFERENCE NUMBER – Run chapters
separately without renumbering descendants• SURETY– Don't forget to check "Include blank surety” and “0
Threshold” to include all un-excluded info!
• RESEARCHER - decide whether to include the researcher's name, prepared date, e-mail, and website at the end of the report. – That information is entered in Preferences in the General
screen under Current Project Options. RUG 11 Oct 2014
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CONTROLLING FORMATTING
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PAGE OPTIONS TAB
TMG
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• Define page number style, location and text, tab indent size, and justification.
• Add graphic lines in the header and/or footer.
• If you include a page number, you can include your name and contact information on every page*, rather than at the end of the report. – set by choices on the General Options tab
– If you place the page number at the top of the page, the contact information can be placed in the footer.
* Broken – no email without address checked
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PAGE OPTIONS TAB
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FONTS TAB
TMG
COPY
Font
Back
grou
nd
Font
col
or
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• TIP - Set the font and color for "Text” first, then COPY those options to all the remaining lines by clicking this icon.
• Then, change format only those entries that differ. I usually change the size and style for the Exponents and Titles.
• TMG v. 8x and 9x allow font and background colors.– Can "Honor screen Accent color definitions.”
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FONTS TAB
TMG
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NAMES TAB TMG V9
TMG
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NAMES TAB Custom Style
TMG
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John ClarkRUG 9 Jan 2011 John Clark 31
TMG V7
TMGV7
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DATES TAB
TMG
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PLACES TAB
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MORE FORMATTING
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MISCELLANEOUS TAB• If you choose a publication style on the General tab,
most of the formatting options available on the Miscellaneous tab are grayed out.
• If CUSTOM STYLE you can:
– Include spouse events and separate BMDB into a separate paragraph
– Include excluded and sensitive data
– Suppress details for living people
• Carefully consider whether or not to suppress details for living people. Probably safer not to include details on living people!
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SPECIFYING REPORT CONTENT
TMG
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REPORT CONTENT - TAGS
TMG
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REPORT CONTENT - MEMOS
TMG
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• Include memos not included in the sentence in either endnotes or footnotes. – Good to check for a first run to see how much information
you have omitted from the narrative.
• Some use this option to add more narrative add it to the end of the sentence without having to modify the sentence structure to include the [M] field.– Can result in a messy report if you have not been
consistent with data entry.
• Note you can include name and relationship memos. This is the only way to include memo from primary name and relationship tags which have no sentence.
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REPORT CONTENT - MEMOS
TMG
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EXHIBITS TAB
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• Chose which images, if any, to include. Photos of people are best for this kind of report. You will want to embed them but will likely need to edit their placement in the word processing program. – TMG v. 8x & v.9 allow the user to include event
exhibits, citation exhibits, and source exhibits, as well as person images in these reports.
– Exhibits can be resized from this screen so they do not print out too large in the report.
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EXHIBITS TAB
TMG
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SPECIAL JOURNAL REPORT TAG TYPES• Special Journal Report Tag Types
JournalIntroJournalConclusionNarrativeChildren
• Journal Introduction and Conclusionhttp://tmg.reigelridge.com/JournalIntro.htm
• Customizing the “Children of” Statementhttp://tmg.reigelridge.com/NarrativeChildren.htm
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SOURCES TABRUG 11 Jan 2014 Janis Rodriguez 43TMG
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THE DILEMMAENDNOTES OR FOOTNOTES?Footnotes at the bottom impede flow of textEndnotes at the end never get read
• Possible tactics for footnotes– Suppress citation details (careful if you’re a
lumper)– Exclude name sources usually on relationship
source any way– Combine consecutive footnotes includes all
sources for one tag in one footnote (disable ibid.)
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UNIQUE ENDNOTES• What is a Unique Endnote? – When the same source is cited and CD1 and CM1
are the same, then the original endnote number is used again. • Does not recognize differences in split CDs or CMs
• Never produces an ibid.• Significantly reduces repetitive citations.
BIG DRAWBACK - Unique endnotes are not true footnotes when sent to a word processor so deleting them does not revise the numbering.
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OTHER OPTIONS FOR SOURCES• Ibid – TMG does not use ibid. by default– Ibid. is not acceptable under Mills or the Chicago
Manual of Style. – Check whether 9.04 allows user to disable ibid.
• Exclude or show excluded citations. – Can limit the number of citation and include to the
best quality sources while still retaining the information in the project.
– Can print it all when/if you want to for your own or another researcher’s benefit.
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BIBLIOGRAPHYAn alphabetical list of the sources which are referenced within the report. – Only in reports sent to a Word Processor (TMG v8 & v9)
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ENDNOTES AND BIBLIOGRAPHY REPORTS FOR ACCUMULATED SOURCES - GONE
• In TMG v.8 and v.9 the separate reports for Endnotes and Bibliography are gone. The Endnotes and Bibliography, if the options are selected from the Publications Tools Tab, are generated for each report, but only when sent to a word processor.
• In earlier versions, you could accumulate the sources for all the reports sent to the printer or to the screen and, when you were finished, you could run an Endnotes report and Bibliography that included all the sources from all the reports run, with endnotes numbered sequentially across all reports. – This never worked with reports sent a word processor anyway, so it is
not be as big a loss as it sounds…
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Report “Configurations”
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ONCE YOU’RE HAPPY WITH A CONFIGURATION… SAVE IT• Configuration = set of saved set up and report options• Dropdown list sorted alphabetically• Lists the “default” plus any saved definitions• Each version known as a “configuration name”– CLICK ADD and choose a DESCRIPTIVE name
• Report type name + options or key word• Versions with useful identifier naming!
TMG
Default Report + variations
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BIBLIOGRAPHY• A Primer for The Master Genealogist, by Terry Reigel
– Chapters 7 & 9• TMG Online Help• John Clark’s Oct 2010 RUG Chapter 7 presentation• John Clark’s Jan 2011 RUG Chapter 9 presentation on
Narrative Reports• Exploring Custom Reports with the TV-TMG User
Group http://tvtmgreports.blogspot.com/
• Exploring TMG's Report Menuhttp://freepages.computers.rootsweb.ancestry.com/~mdtmgug/reports.htm
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RESOURCES• Producing a “Publishable” Article
http://tmg.reigelridge.com/publishable.htm • Producing a Book with TMG and Word - Douglas Hill
(May 2008 & Apr 2010)http://ottawa-tmg-ug.ca/articlesandpresentations.htm
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