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Terry Reigel

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Posts posted by Terry Reigel


  1. How can I easily share select persons with a friend?  I do not want to give him my entire file.

    Use the secondary output (click Options on the report definition) of the List of People report to create a new project containing just those people in the List of People. Then open that project, create a backup, and send the backup. Your correspondent would then Restore the backup.

     

    You select who is to be included by 1) assembling them in a Focus Group, 2) selecting them in Project Explorier, or 3) using a filter in the LoP report. Complex groups can be selected by setting up a custom Flag, then filtering on that. If you have difficulty figuring out how to get the people you want, let us know the problem and who you want and we can help.


  2. Or the option to say IS RELATED TO by X number of generations.  Then I could say I want everyone related to me by 3 generations. 

    Teresa, I think there would be a problem agreeing on just what that means.

     

    For example, just what does "related to" mean? Does it include spouses? Parents of spouses? Siblings of spouses? Step parents and their children? Half siblings? Etc., etc. And will others agree with your definition?

     

    Then what does "by 3 generations" mean? Back 3? Down 3? Up 1 then down 3, or if you go up 1 do you only then go down 2? If you go up 1 (your parents), then down 1 (your siblings), then do you go up 3 for the ancestors of your siblings' spouses? And again, will others agree with your definition? :)


  3. Descendants for 1 generation only gets you descendants of the subject.  It does not apply to the subjects parents, grandparents, etc.

    No, it gives you the descendants of everyone who is selected. So when you have gathered a person and his or her ancestors, click the "Select All" button, then add Descendants for one generation. That gives you the siblings of your "subject" and of all the ancestors except the oldest generation. If you don't want the children of your subject, de-select that person and spouse before adding the Descendants.

     

    In the Focus Group there is no such thing as a single "subject." You may view the first person you put in the group as a "subject" but the FG doesn't care. As far as it's concerned, it's only a group of people.

     

    The "Add Others" operations always refer to whoever is selected in the Focus Group when you click the "Add Others" button. You can select one person, everyone, or any specific group, and add others related to them in the way(s) specified in the "Add Others" box.


  4. Please consider an option to include siblings in Focus Groups.  If "spouse" option is checked  also include siblings' spouses.

    Mike,

     

    Don't we have that now by adding descendants for one generation? You do have to take care about the youngest generation if children exist that you don't want to include, and the oldest if you have cut off the common ancestor. But I find it works fine for most cases. Or am I missing something?


  5. I guess I have to first upgrade form 5.15 to 6.00 with the first  file, and then upgrade using a second file to upgrade from 6.00 to 6.07.

    That's right - if you want to "upgrade" your existing installation, you first need to go to 6.00. Then you can update that to 6.07 in a single step.

     

    I believe you can go straight to v. 6.07 if you download the current setup file from their website.   www.whollygenes.com/files/tmg6setup.exe

    Yes, you can uninstall TMG5 and install the current version, which is 6.07. But you cannot update the existing installation of 5.15 directly to 6.07.


  6. I'd guess you have changed e-mail addresses since you bought TMG5, and are using the new address rather than the one you used then. You need to use the same name and e-mail address that you used when you purchased the program, as the unlock code is keyed to them.

     

    I assume that you have not purchased TMG 6 - but if you did that could be the problem - the unlock codes for versions 5 and 6 are different.


  7. Does anyone know why it is not possible to merge individuals in different data sets. This would save a lot of time when synchronizing projects!

    The whole intent of having separate Data Sets in a Project is to allow them to be kept entirely separate, so you can import an examine data from different sources without any possiblity of contaminating your working data. As a result you cannot link people in different data sets.

     

    Different data sets can have different, and conflicting, settings for tag types, source types, flags, styles, etc. so merging or moving people between them requires resolution of all those issues. See the section "Potential Conflicts when Merging Data Sets" near the bottom of my article on Merging for discussion of how this is done when merging Data Sets.

     

    Since people in different data sets cannot be linked, merging them makes no sense. You can always copy the person into the other data set and them merge them if you want.


  8. The Probate tag is assigned to the "Burial" Tag Group.

     

    Frankly, this doesn't make sense to me at all.

    I'd suppose it's because Probate always comes after death, and, just guessing, this keeps the tag from showing up in the audit report as a "after death event."

    The Will tag is assigned to the "Other Event" Tag Group. It seems to me that the Probate tag belongs in the same group, and it should be changed in a future product update.

    The will is always written before death; probate always occurs after death. I'd think that's the reasoning.


  9. I'm afraid there is no simple solution. A feature to allow easy copying of custom source types has been suggested, but so far has not appeared.

     

    There is a work-around you might consider. You could create a dummy person, attach one source of each type to that person, then copy that person to the other data sets (provided they are in the same Project - if not, merging of projects would be required). This may not work if the custom source types have the same names as source types in the receiving data set.

     

    It might be easier to Merge the data first (or copy those people you want to keep), mark them with a Flag, then go through and clean up the sources using your custom sources.

     

    One issue around cleaning up the sources in received data -- many users would feel that you should not enter the sources in such a way that it appears you have seen them, when you have not. In my view, the most straight-forward way to enter such sources is to cite the received file as your source, then note that the author has cited such-and-such as a source. Trouble is, I don't know any workable way to do this except manually.

     

    An alternate might be to leave the sources as cited, but add some sort of note to each saying you haven't seen it but it was cited by so-and-so. That you could do by editing each source definition before to do the merge.


  10. Yes, there is a way. If you construct a filter like:

     

    Memo Contains -

     

    You will get all events that contain a hyphen. If you check the option on the Miscellaneous tab to include excluded information, and add the Memo to the output columns, you can then search the report and find them. Finding them is much easier if you sort on the column containing the Memo (thanks to Jim Bryam for that trick).

     

    You would need to do this for each field where you use exclusion markers. You could create a multi-line filter to look for them all at once, but then you would need to include all those fields in the output to verify them.

     

    Unfourtunately, the filter "Begins with -" seems to be broken - it would be more useful. That has been reported.


  11. Rhonda,

     

    First, note that source citations are not applied to persons, but to individual tags - name tags, parent/child relationship tags, and event tags.

     

    Next, note that the only tag related to a child that appears on the parent's person view is the parent/child relationship tag. So, if you added a citation from the parent's person view, the only tag in which that citation could appear on the child's person view would be the parent/child tag.

     

    If you go to the child's person view and open that tag (double click on the "Father" label just under the child's name) I expect you will see the citation you added.

     

    If you want the citation to appear on other tags, like the child's name tag and the birth tag, for example, you must add them there as well.


  12. However, running the Audit report still shows five Burials before death. In the original projects, those Burials have a blank Date but the Sort Date is adjusted to after the death. They appear to have picked up the date from other tags in the individual: Occupation, Religion, Education, Census and Description.

    Mike,

     

    When you look at the burials picked up in the audit report, are you saying that the date is blank in TMG when you look at the tag? But when you look at the GEDCOM the same burial now has a date from another tag?


  13. How do I change the "look" of the Individual Narrative Report? I'm getting "run on" sentences. Can I have a new paragraph for each tab cited?

    If you are actually getting run-on sentences, it's because of the way your tags are constructed, most likely by use of long sentences in the Memo field.

     

    But it sounds like the problem is not run-on sentences, but rather long paragraphs with many sentences. By default, the IN report puts everything about the person on a single paragraph. You can change that by editing the Sentence Structures to add line breaks. Open the sentences screen (requires Advanced Mode), place the cursor at the beginning of the sentence, and choose "Carrage Return" from the right click menu. It will add the code [:CR:] at the spot where the cursor was. You probably want to add two of them since the IN does not use indenting.

     

    If you literally want want a separate paragraph for each tag, you can add the CR codes to the default sentences in the tag type definition screen. But I'd not advise that - it creates very choppy narratives, worse in my opinion than excessively long paragraphs. Instead, for each person use the Preview report (button on the Reports toolbar) and decide where the breaks logically should go. Then open each tag that should start a new paragraph, and add the CR codes.

     

    Alternatively, you can create "new paragraph" versions of each common tag type you use, and choose that version where you want a paragraph break. Or, you can create "new paragraph" Roles for you common tags, and choose those roles.

     

    If you are interested in either of the latter ideas and need help doing it, please ask for details.


  14. Thank you for a great tip. I now use the following sentence in my custom style:

    You say "style" but I think you are talking about editing the Sentence in the Tag Type - right?

    My new problem is that this seems to be used only in new events I enter and not in previously entered events. Is there a way to re-do all the sentences in my database?

    If I am correct in understanding that you changed the sentence in the Tag Type Definition screen, it should be changed in all existing tags of that type, provided that you have not changed the sentence in the individual tags. So-called "global" changes to the tag type do not override changes you have previously made in individual tags. My article on editing sentences my help.

     

    You remove "local" sentences by opening the tag and deleting the entire sentence. The default sentence is then applied.


  15. Read and interpret I understand, but to allow use and import into another program but deny export I find puzzling.

    Importing is only reading and interpeting - nothing is done to the original file. On import, TMG reads the original file, then creates files in it's own format and copies the data there.

     

    Export, by contrast, by nature requires writing a file in another program's format. It's the creating a file in another's format that is supposed to be an issue. To my understanding, the "rights" issue if not entirely settled legally, but is at least clouded enough to warrent caution by a small company. :)

    Actually there are very few to my knowledge that even import other program formats. I first saw this with TMG. Perhaps it is more the issue of risk to the other program. I also wonder how badly the Gen program owners want to see it easy to exchange data.

    In my view you have hit the issue directly. Wholly Genes' GenBridge technology, which is used by TMG to import data from other programs, has been offered for some time to developers of other programs. So far as I know, there is no other general purpose genealogy program using it, or any other method for data import other than GEDCOM. I am aware of a couple of specialty programs, such as those for PDAs, that do direct import, at least some using GenBridge.


  16. Yes, everything is normal. :)

     

    First, a "child" tag and a "parent" tag are the same tag - just viewed from a different perspective. When you see it listed in the Child's person view it's labeled "Father" or "Mother" and when you see it in the parent's person view it's labeled "Son" or "Daughter." But when you open it, it's labeled as "Father" or "Mother".

     

    Parent/child tags do not have dates or places. They create the relationship only. When you see a date or place next to a child tag in the person view of the parent, that information comes from the primary birth group tag of the child. To edit that information, go to the child's person view and open the birth tag there.

     

    Parent/child tags do have Memo fields, but they are rarely used, and only print in reports if you specify specific options to do so. They should always have citations - that's what tells you how you know this child is the son or daughter of this parent. Citations are added if you use the Add Person screen to add a parent or child, and include a citation in that screen. But if you add the parent/child tag manually you have to manually add the citation.


  17. It appears that no matter what one does, Data Sets are ordered according to the date on which they are created or imported and even renumbering doesn't change the order in which they show in the Project Explorer when sorted by Data Set.

    I don't see that result - when I renumber the data sets, they seem to appear in the new order. Where are you finding that they are not?


  18. :D Hello, Can anyone help me with a really simple, probably dumb, question please? When making a chart, such as a descendant or ancestor chart, how do I choose direct lines only (not siblings)? thanks, Michelle

    There is general method for when you want to create any sort of report, but want to exclude people that the available report options don't exclude. You create a temporary Data Set that does not contain the people you want to exclude, then run the report from that Data Set.

     

    You create the temporary Data Set with the List of People report, setting the "Secondary Output" option to "create a new data set." You tell the LoP report on it's main page who to include in the temporary Data Set. You can do that with either the focus group, or with a filter. It doesn't matter if you include extra people, just so long as you don't include those you don't want in the report.

     

    For your direct line issue, a filter like:

     

    Is a Descendant of ID# 123 AND

    Is an Ancestor of ID# 456 END

     

    should work. Here the two ID#s are the persons at the two ends of the line. You might also want to check the "Then add spouses" box.

     

    If you need more details, please ask.


  19. The optimal solution would of course be a selection for "i" or "på" when entering a name for a place in any Event screen. This choice should be remembered so it is automatically chosen if the same name is entered at a later stage.

    The problem exists in English as well - that's why there is the option. :)

     

    Various enhancements to deal with it have be suggested, but so far none has appeared. My solution is to set the report to use "in" because I find that is most often the correct one. Then, for cases where a different modifier is needed, like "at" or even "near," I modify the local sentence so that the becomes or -- the text before the [L] variable suppresses the preposition selected in the report output.

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