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Michael Hannah

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Everything posted by Michael Hannah

  1. How do I make a sorted marriage list

    Yep, really easy to make a report of not only this type of event in people's lives but any event that has its own TMG tag. There are probably a variety of ways to do this (as is often the case with TMG) but I would use a List of Events report. I would have the Subject(s) of the report be a Filtered group where I created a Report Filter with the conditions: "Tag Type Group is > Marriage" and could even choose to further filter by certain surnames. Under Report Options you can select whatever data you wish to appear in the Output Columns. To be equivalent to your previous report you would select: Prin1 ID number; Prin1 Last, Given; Prin2 ID number; Prin2 Last, Given; Date; Place. You might even want to output the tag Memo. You can have the report sorted by any column. So assuming that you have followed the typical conventions for your Marriage tags where Principal 1 is the male and Principal 2 is the female, simply run the report twice, once sorting on the Prin1 name and the second sorting on the Prin2 name. There are lots more options to this kind of report which you may wish to explore, but this should get you started. Hope this gives you ideas,
  2. Uses of Research Log

    Not really, Jane, but then I only add "Find" tags when I decide I want to find that information. Some people are on side branches that I do not (currently) want to or have time to research, so they don't (yet) have any "Find" tags even though their data is very incomplete. Of course I could add one or two and make their priority very low. The List of Tasks filtered for my keyword for that repository will give me a nice list, prioritized. And if I have entered my second type of keyword for type of source (e.g. WILL or CENS) I can further limit my list to that type of source. When I was using a lot of FHC films I would put the film number as my second type of keyword, so could (also) filter for that, but often a generic source term like CENS is good enough for me. Also, if I have made a citation on the "Find" event to a source that is the FHC film#, then a List of Citations filtered for "Find" events AND filtered for that source number works for me as a list of what to research in that source. I cite sources on "Find" events of the sources I intend to search, and often put in the Citation Reference notes that will help with that source, like a memory jog of where the index to that source is located. I take my computer with me to the library, so even if I forget to generate a To Do list I can do that when I get there. And since the List of Citations can output the Principals' ID numbers for that event, it is easy for me to bring up that person on my computer for any details I need. I use the Tasks not only for prioritization, but also to record why I care about finding this data, e.g. what door this will open to further research. I don't find it burdensome, but I only enter what I really want to find. I also try to follow some of the personal productivity guidelines for assigning tasks to projects and only add the "Find" tags for the next action(s) I want to take with this person, not all possible tasks. Then when those tasks are done and those "Find" tags are converted to "normal" tags, I add "Find" tags for the next things I want to find. What I do like is that I only have to add one tag that may relate to multiple people (e.g. one "Marr Find" tag for both parties, or one "CensFind" tag for the HOH and all the Witnesses I expect to find with their expected roles). Much of my final data entry is already done when I find the marriage or census record because I just have to edit this already entered tag and change it to a "standard" type and flesh out the citation and data. In other words, I often use a "Marr Find" instead of a "Marr" tag when I really know very little information, so it is little more data entry than adding the marriage tag that I would add anyway. Yep, it is very tricky, and very personal. That is why you are smart thinking this through and choosing your way to do it. What works for me may not work for you. Good luck. And glad it has given you food for thought.
  3. Uses of Research Log

    Hi Jane,I think you are already "smart" to consider in advance how you are going to use the flexible features in TMG. One of the key attributes (limitations?) of the Research Log is that the List of Tasks can only be sorted by one of Type/Person Name, Designed Date, Planned Date, Begun Date, Progress Date, Completed Date, Keywords, or Task Name. If you wish to order/sort the List of Tasks, you must rely upon one of these fields. Further, these Research Tasks can only link to one of each of Person, Event, Source, Repository. If the task needs to be associated with multiples of these, you could duplicate Tasks, but this introduces the problem of keeping these duplicate tasks synchronized. My way of using the Research Log (and I suspect you will get suggestions of lots of other ways) has three special characteristics: 1) My keywords are a fixed list of abbreviations designed primarily for filtering the tasks. 2) My Tasks are only linked to custom event Tags I created for this purpose, and I use a flag to indicate that the person has outstanding tasks to aid in filtering for such people. 3) My Task names are carefully structured and begin with a priority sort code. More details of each of these follows: 1) For keywords I use a list of my standardized abbreviations. I try to have three types of keywords, in order: first) a place/repository to search, second) a source to check or type of event information to find, and third) a specific action required or task status. While the order is not really important as the filter automatically uses "contains" it is easier for me to read. I choose not to link the Task to a (single) Repository, since I can enter multiple keywords for repositories when there are multiple possible repositories where I might/will research. Examples of source or type might be to find the "SPOUSE", identify the exact "DATE", check the "PASS"enger list, look up their "WILL", etc. And the action or status might be obtain a "COPY", make a "TRANS"cript, etc. I also use the keyword "DONE" to indicate the status of completed tasks, and "PENDING" for tasks where my actions are complete but I am still waiting for a response from someone else. 2) I have created custom tag types associated with most types of events whose tag names all end with the characters "Find", and I only link Tasks to these events. Typically these custom tag types are created in the appropriate group for research about the event so a "Find" tag can be simply changed to the “normal” tag without the suffix when the desired information is found. Examples are: BaptFind, BirthFind, BurialFind, CensusFind, DeathFind, EmigFind, Marr Find, ResideFind. A single "Find" tag event can be linked to many people and cite many (potential) sources, and the main tag memo as well as the separate Witness memos can indicate what I am looking for concerning this person and this event. For me, seeing the tag name (e.g. BirthFind) listed among the person's details reminds me that I still need to find this information. These tags are excluded from printing in most reports. With the custom flag that I have named "FIND" set to 'Y' for people with "Find" events, I can produce an Individual Narrative report of only these people and only printing the BMDB and "Find" events. This IN report, sorted by person ID number, keeps me from duplicating a lot of information in the Research Task itself. A List of Tasks will show the Primary Person ID of the linked event and I can quickly find their narrative in the IN Find report. I can also produce a List of Citations filtered for "Linked Event > Tag Type Label > Contains > Find" to identify all the (already identified) sources that need to be researched. I also have created custom tag types that end with "Nil" for recording when information has been researched but not found (e.g. BaptNil). It saves me from looking in that source again. I would simply edit the existing "Find" tag and change its type to the corresponding "Nil", add a comment in the memo and cite the sources where I looked, and edit the (still) linked Research Task to show "DONE". 3) My Task name is carefully constructed for filtering, sorting and my readability since this field is one of only two ways you can filter, is the default sort key, and the only thing shown on the Research Log task list. I prefer simply prefixing an abbreviated description of the task (who/what/when) with a three digit priority sort code. That way the tasks I wish to do first sort first. My three digits each represent first (0-9) my overall interest, then (0-9) an indication of dependency or importance, and a third (0-9) digit to break ties. There is no problem with multiple tasks having the same sort code, just shows they are relatively equal to me. (This sort code prefix was originally suggested by Virginia Blakelock back in Sep 2000.) I use the Research Task name as the mechanism for assigning priority to the "Find" events, but use the events for any multiple linkage capabilities and more comprehensive reports. When the task is completed, I replace the priority sort code with the word "DONE" which causes all these tasks to sort last. For "who" I put “surname, given” if this task primarily refers to one person, just surname with trailing comma if given is unknown, or for a marriage I put the two surnames separated by an ‘&’ with groom first if I know both surnames. Then comes a single code word for the primary "what" I am looking for with this task (e.g. "BIRT") and finally the year. Examples of Task Names are: “453 Richards, Mary BIRT 1842” or “325 Richards & Egglestore MARR 1820s”. Note that the "where" is not in the Task name but in the keywords. I put the "why" I want to find this information, what actions and results are intended by this task, and why I have assigned the indicated priority in the Task Comments. Everything else should be in the "Find" events data printed in the filtered IN report so is not needed here. Hope this gives you ideas,
  4. upgrading V5 project

    The staff of Wholly Genes may have some other solution, but I would suggest just installing your old TMG Version 5 if you still have the download file. You won't have to worry about actually activating it since all versions have had a 30 day free trial period. You could just install, open your old project, back everything up to a SQZ file using the File > Backup menu action, and then remove Version 5. Then you can restore your V5 project backup in V7. Do you still have the download file of the appropriate V5 version? If not, maybe Wholly Genes can point you to a download URL. Hope this gives you ideas,
  5. Klaus, This may be a limitation of the separate report writer product that TMG uses since the TMG Help documentation for Printer Setup states: I interpret this as these are the only choices. Perhaps someone with more knowledge of the internals of the software and this separate report writer package will be able to give a more complete answer. In the meantime, as a work-around, have you tried to set the Properties of the MS Windows Default Printer to a specific size and paper tray and then just have the TMG Printer Setup point to and use the default printer? I don't have the luxury of a multi-tray printer to test this, but this might at least give you a way to get what you need. Hope this gives you ideas,
  6. Repositories

    The Repository Memo field is available for output. I do not see a way to include them in a List of Repositories, but others may know of some method or alternative report. However, the memo field is available to include in source templates. The default templates do not include the memo, but the optional field [REPOSITORY MEMO] could be included in a custom source template. Like most memos, this memo can also be split to create very customized output. Output source templates can refer to the possibly split Repository memo using the variables [REPOSITORY MEMO], [REPOSITORY MEMO1]...[REPOSITORY MEMO9]. Shorter versions of the same variables, [RM], [RM1]...[RM9], are also supported. Hope this gives you ideas,
  7. Exporting TMG Sources to Gedcom

    Sorry, but I can't. Why does it matter? GEDCOM was developed simply to provide "some" way to transfer the basics of genealogy data between people and software electronically. In my observation when I participated in the GEDCOM forum it was never intended to be fully complete, and I don't believe there is any further work planned to upgrade/enhance GEDCOM in light of the advancements of modern genealogy software (such as GenBridge). I agree with Terry that using GEDCOM will be very limiting and restrictive. However, to answer your specific question, the structure of the two GEDCOM tags (TEXT and NOTE) are identical in the GEDCOM file, but the "intended" use of each is slightly different. TEXT was intended for including the exact wording found in an original source document, i.e. a transcription. NOTE (notice that the GEDCOM tag does not have a trailing 'S') was intended for any kind of additional information provided by the submitter for understanding the enclosing data. The purpose for having different GEDCOM tags was intended to aid genealogy software that could/would import/export them differently. However, as Terry says: Why does it matter for your purposes?
  8. 1930 Census Reminder

    The specific link to the descriptions of the US census records on the "Family History 101" site mentioned by Teresa is: http://www.familyhistory101.com/research-census/census2.html
  9. The little Person Icon

    I think this is based on the Gender you set in your personal profile. Dim and gray comes with unknown. See my bright and happy mail icon
  10. Memos in Witnessed events

    Marianne, I agree with Terry that using a History tag is probably not what you want to do for this purpose. I just wanted to remind you of the existence of that tag type that has no Principals for when it does make sense. Terry has also provided the options that will deal with your specific memo concerns. I choose to do a lot of customization of TMG, and perhaps my custom Immigration tag and sentences may be of interest. I changed the sentences of this standard tag to require the Date and the arrival Location for the immigration so that if I don't enter them I get the "unknown" text. I use the Principal role “Head” for P1, and do not use P2, and the Witness role “immigree” for all others immigrating with the “Head”. I like to use role names since I choose on the Other tab of the Tag Type Definition to display roles to remind me on the Details screen of the relationship of this person to this tag. I use split memos and [M1] optionally provides the name of the Head as listed in the immigration documentation in case it is different than any Name-Var defined for this person, [M2] optionally specifies the claimed departure location, and [M3] has optional comments. Similarly for the immigree witnesses, [WM1] optionally provides the listed name of this immigree, [WM2] the listed relationship to the Head (e.g. “son”), and [WM3] has optional comments specific to this immigree. The optional listed departure location [M2] is also included in the immigree witness sentence which avoids the need for [M0] since you now have referenced the main memo. Head (P1) sentence: [P] immigrated to [L] [D]. immigree (W) sentence: [W] led by [P1] immigrated to [L] [D]. Hope this gives you ideas,
  11. Memos in Witnessed events

    Of course, if you want all linked people treated the same, you could use a History event tag. In that tag there are no Principals, only Witnesses. Hope this gives you ideas,
  12. Copying Reference field to Citation Detail

    Sorry, not that I know of. Not in the version that works with TMG Version 6. Only Citation Detail and Citation Memo are fields that can be used with the Find and Replace function. John Cardinal usually monitors these forums and may consider this as an enhancement for a future version of the Utility, but only he could comment on that. Yes, it is possible, but you will have to do some work to make that happen. You can include in your Source Templates the optional Source Element [CREF] which will print the contents of the Citation Reference. This is not included in any of the default templates, but you could add it (probably most appropriately as an optional element by to the Source Template that you used for citing this particular source. Hope this gives you ideas,
  13. Master Tag Type List

    Jim, As simply a user like yourself I can't speak for Wholly Genes, but having been an active user of TMG for over 13 years I can speak from history. In the past the practice of Wholly Genes as a company and Bob Velke as a person has always been not to comment in any way about "plans" for any changes or enhancements for the future. It has been repeatedly obvious that these support forums are monitored by the staff of Wholly Genes, and each upgrade or new version of TMG has clearly included ideas that were mentioned by users. So mentioning here is the best way to encourage the developers to add the functionality. However, I doubt that you will ever get any official comment about "any current plans" concerning any new functionality. Unfortunately I can understand their legal need to remain silent and not imply any kind of promise of future functionality. In other words, just friendly advice to "not hold your breath"
  14. How to copy custom event tags to other projects

    Another user asked about this in the forum topic Master Tag Type List. In that thread I mention two options, TMG Utility and merging. See that topic for further comments. Hope this gives you ideas,
  15. Master Tag Type List

    Yes, the TMG Utility will work. TMG Utility has not (yet) been upgraded to work with Version 7, but John has been extremely generous with his work on this shareware/donorware and we hope/expect it to be updated when he gets time. In the meantime, summarizing from the TMG Utility for Version 6 Help files: Export Sentences writes all of the languages, roles, and sentences defined for all tags to a text file. The file may then be used with the TMG Utility Import Sentences function. When you Import Sentences you may select the language to import and check or uncheck the "Prompt before processing each tag" checkbox, as desired. If checked, the program will ask you to confirm the processing of each tag as it is imported, so you can import only those tags you desire. John's utility is an essential tool to do "bulk" activities upon TMG projects. It is very easy to use but very powerful so a good backup is always appropriate before using it. It even lets you run in "log only" mode so that you can see what it "would" do if you let it. Extremely useful. An alternative may be to create a new project/dataset from selections of your existing project/dataset and then merge in that special dataset with its custom tags to an existing dataset. For further information on what happens to custom tags during merging I would review Terry's Tips about Merging Projects and Data Sets Hope this gives you ideas,
  16. Residence at an event

    Bob, I understand your "role" background from UFT, but for others that are used to TMG and its ability to use different Principal sentences based on the SEX flag, you could get what you want with just Principals. I make a point of always putting the male/husband in P1 and the female/wife in P2 so this works for me. Also, since this tag should have at least a location I would leave the [L] unconditional as a reminder. I would use M1 for the note for P1 and M2 for the note for P2, then M3 for the common ending comment, and also split the witness memo. I think these sentences will work even if I have only one Principal as long as I stick to my rule of P1 and P2. (I also included the more general use of [M1] proposed by teschek): Male: [M1], [P1F] resided in [L]. Female: [M2], [P2F] resided in [L]. resident: [WM1], [W] resided with in [L]. I chose to have multiple types of "Address" tags in the Address group, and mark the current or main (for that person) address primary, but then I do not generate Address labels. Hope this gives you ideas,
  17. TMG7 Default folders

    Joan, just as one data point, I have XP/Pro and am having no difficulties. Good luck. Michael
  18. INS and Shift-INS Keys

    You are both right. Microsoft announced that Shift-Insert should be replaced by Ctrl-V for all applications following Windows 3.1, but then it never followed its own recommendations and still uses it and includes it in its standard help for both the OS and most MS applications. That said, my testing of Version 7 shows that Ctrl-Insert and Shift-Insert seem to work to copy/paste text, but do toggle the INS indicator on the status line. However, even though the indicator has changed state I observe that the behavior of being either in Insert or Overwrite mode does NOT change. The indicator is now wrong, but the insert mode has not changed state. At least the program behaves appropriately even if the indicators are now confusing. Michael
  19. TMG7 Default folders

    Leslie, I just do not understand your concern. For almost all of the TMG files the software provides a simple and standard way to let you be in complete control of where they go. When you do the software install it prompts you to tell it where to install the program files. I changed its default during the install and do not have the program files in the default C: location, and it runs fine. You can easily configure TMG to have your data files somewhere other than its default, as multiple posts here have described. And Keith mentioned a more advanced way to use the "User_data.txt" file to allow you to put almost all the rest of TMG's internal files where ever you want them. As I see it, if the "placement of the program, its files and my data is too onerous" it is only because you chose to let them stay in the default locations. And I do not find these default locations unusual as most new programs designed for Vista chose exactly equivalent default locations. What is onerous? Having to change the default? But you would have to do that for almost any modern program. What am I missing? Michael
  20. TMG v6 to v7 restore problem

    I have multiple accounts, some with Administrative privileges and some without. What works reliably for me is to only install the program (for all users in a shared program area) using an account with Administrative privileges. I then logout and login to my normal unprivileged user account and restore the V6 project while in that account. All seems to work fine doing it that way.
  21. TMG7 Default folders

    Keith and Duane, Yes you can use your folder naming scheme for your user data, but TMG will insist on also having its own folder naming scheme for its own program data. With multiple different lines I am researching for various clients I have an immensely more complex folder structure than yours, and my user data is just where I want it to be. But TMG will insist on also having its own folders for its program data. The folder specified in Preferences > Program Options > General is just the default location where TMG first looks for opening projects. You can always tell it to look elsewhere. And every path you can set in Preferences > Current Project Options > Advanced can be set to a folder just about anywhere you want. And for me the best part is that these settings are Project dependent, so each project can point to a different set of folders with its own folder structure!! Since TMG lets me put my genealogy data where ever I want, having a few program files in folder locations that are fixed by the program seems a small annoyance relative to the enormous capabilities of this software package.
  22. Upgrading

    While I had no problems converting my projects to V7, a few people have. I don't know if this was the cause of their problems, but I would highly suggest that users run the File Maintenance sequence of "Optimize/Validate File Integrity/Optimize" on your V6 project until you get no errors before you do a backup for restoring to V7. And immediately after you restore in V7 I would do the same sequence there. It probably is not necessary, but it sure can't hurt.
  23. how to set up MRINs in TMG

    Joan, I would be interested in how you might address my following concerns about using the person's Reference field for MRIN. The issue I have with using the person's Reference field (which is a field displayed with "Last edited" and "Soundex") is that there is only one field for a person. Since MRIN is for marriages, and I have a number of individuals with multiple marriages, I would want a person to be able to have multiple MRINs. The Reference field could contain multiple MRINs since you can customize it to a max length of 250 characters, but this does not fully resolve the issue. I have found no way to filter for a given value in that field, neither in a List of Persons report nor in the Project Explorer. You can sort the PE by Reference, but that doesn't help with a field containing multiple MRINs. Finally, since I often import files from GEDCOM, I generally reserve the use of the Reference field for the Ancestral File Number to aid in referring back to the GEDCOM entry. I don't currently record an MRIN in TMG, but this is an idea that I like for organizing paperwork and I also like it because I could link it to the PAF MRIN and/or the GEDCOM FAM identifier. However, I would want to be able to search for a specific MRIN and generate reports. For my purposes I would rather link the MRIN to the MARRIAGE tag itself so that it is automatically linked to both parties. That was why I offered the suggestions of the split memo field and the custom "pseudo" source. With the split memo (e.g. M4) you could generate a List of People report or filter the PE using "Marriage Group... Memo 4 Contains [?]". Of course a variation on this idea would be to have a separate custom tag in the Marriage Group named "MRIN" and have its memo contain the number. Then you could easily filter and make reports while excluding this tag from normal reports. While I don't see how to filter the PE using my suggestion of the citation Reference field in a pseudo source (e.g. source number 457), at least you could generate a List of Citations report filtered for "Source Number equals 457 AND File Reference Contains [?]". Thougts? Comments?
  24. Virginia,I found an idea for tracking edits recorded in my notes (but have not tried it myself) of citing a special pseudo "source" that was marked excluded. If you are a "splitter" you could use a different "source" for each editing session, or a "lumper" and a single "Edit Tag" source with the date (and maybe a comment) in the CD using F3. As a "lumper" I think I would use the latter, with the ability to just keep adding to the list of dates in the CD as a running record of modifications. Either method lets you use "List of Citations" filtered for either a particular one of your many editing session "sources", or filtered for the single "source" that also contains the desired date in the CD. This would list events marked in this way as edited on that date. Hope this gives you ideas,
  25. Pregnancy

    Hi Delia, I do not have such an event in any of my data sets, but how I would enter it would depend upon how many of such events I believed to be likely. For "one-of-a-kind" events I use a custom event with a very generic sentence: [P1] <and [P2]> [M1] <[D]> <[L]> <[M2]> With the two parts of the split memo (I use split memos a lot) you can make this sentence say just about anything you want. Of course, you could have Witnesses to the event (perhaps the unborn child, or the doctor, or ?) with a similar generic witness sentence: [W] [WM1] [P1] <and [P2]> [M1] <[D]> <[L]> <[WM2]> For your pregnancy example, if you made the parents P1 and P2, then M1="announced the coming of a son", and M2="and obtained a movie of the ultrasound". Then you might have grandma a Witness with WM1="began preparations to be a grandmother when" and WM2="by sending a movie of the ultrasound. She began knitting blue booties." You can do quite a lot with the split memos of such a generic event. If I thought there would be a lot of these pregnancy events, then I would make a custom event for just this situation. Hope this gives you ideas,
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