Arlington RUG Meeting
11 Oct 2014
Janis Parkison Rodriguez
• 5 narrative reports that use sentences
• Ahnentafel
• Ahnentafel – Direct Line
• Descendant Indented Narrative
• Individual Narrative
• Ancestors report
• Descendants report
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Menu Bar
List of most commonly used reports
Click
“Report”
menu pad
Access to Book Manager
Link to defunct Sample Report Web Site
Link to Chart Printing Service (30 Nov 2014)
List of your most recently printed reports
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Bibliography
Endnotes
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.
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• 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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Sample report
from Sample
project using the
default options for
RECORD style.
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• 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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Controls 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
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Page control
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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
Be careful when choosing more than one person for Narrative Reports.
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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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Most of the Options can
be selected in
Click
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• 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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Report Options
General Tab
Number of Surety Direction
Generations
(default)
Journal
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X (250)
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Descendants
Ancestors
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Report Options
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Report Options
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• REGISTER - New England Historical and
Genealogical Register
• RECORD - National Genealogical Society
Quarterly
• TAG - The American Genealogist
• Custom
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• 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/tmgsngsq-and-nehgr-reports.html
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• 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.
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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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COPY
Font color
Background
Font
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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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John Clark
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• 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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• 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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• 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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• Special Journal Report Tag Types
JournalIntro
JournalConclusion
NarrativeChildren
• Journal Introduction and Conclusion
http://tmg.reigelridge.com/JournalIntro.htm
• Customizing the “Children of” Statement
http://tmg.reigelridge.com/NarrativeChildren.htm
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Footnotes at the bottom impede flow of text
Endnotes 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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• 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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• 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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An 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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• 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”
Default Report + variations
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!
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• 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 Menu
http://freepages.computers.rootsweb.ancestry.com/~mdtmgug/reports.htm
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• Producing a “Publishable”
Articlehttp://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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