Choices and Options FOR Journal REPORTS

CHOICES AND OPTIONS FOR

JOURNAL REPORTSArlington RUG Meeting

11 Oct 2014Janis Parkison Rodriguez

TMG’S NARRATIVE REPORTS

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• 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

RUG 9 Oct 2010 / 11 Oct 2014John Clark / Janis Rodriguez

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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

RUG 9 Oct 2010 / 11 Oct 2014 John Clark / Janis Rodriguez 4TMG

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

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

RUG 9 Jan 2011 / 11 Oct 2014 John Clark / Janis Rodriguez 5

JOURNAL STYLE

Sample report from Sample project using the default options for RECORD style.

RUG 9 Jan 2011 / 11 Oct 2014 John Clark 6Sample report

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, …)

RUG 9 Oct 2010 / 11 Oct 2014 John Clark / Janis Rodriguez 7

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

RUG 9 Oct 2010 / 11 Oct 2014 John Clark / Jan Rodriguez 8


Report configuration

Who

Where

How many Page control

TMG

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

RUG 11 Oct 2014 John Clark / Jan Rodriguez 10TMG

Subject(s) of the report


SELECTING THE SUBJECTSBe careful when choosing more than one person for Narrative Reports.

REPORT DESTINATION


If you do not specify a location, the default location for the report is in File > Preferences > Current Project Options > Advanced

Configuration Files

9 Oct 2010 / 11 Oct 2014 John Clark / Janis Rodriguez 13TMG

Where each saved reportSpecification is stored

CONFIGURATIONFILES

Most of the Options can be selected inREPORT OPTIONS Click

RUG 11 Oct 2014 Janis Rodriguez 14

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

RUG 9 Jan 2011 John Clark 15


GENERAL TAB

TMG

CONTROLLING WHO IS INCLUDEDReport Options

RUG 9 Jan 2011 / 11 Oct 2014 John Clark /Janis Rodriguez 17TMG

General TabNumber of Generations(default)

Surety Direction

Journal X (250) X DescendantsAncestors

CHOSE DESCENDANTS OR ANCESTORS

Report Options

RUG 11 Oct 2014 Janis Rodriguez 18TMG

CHOOSE WHAT “STYLE”?Report Options


FOUR “STYLES” FOR JOURNAL REPORTS

• REGISTER - New England Historical and Genealogical Register

• RECORD - National Genealogical Society Quarterly

• TAG - The American Genealogist

• Custom


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







Janis Rodriguez 23

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

CONTROLLING FORMATTING

RUG 9 Jan 2011 John Clark 24


PAGE OPTIONS TAB

TMG

• 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


PAGE OPTIONS TAB


FONTS TAB

TMG

COPY

Font

Back

grou

nd

Font

col

or

• 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.”


FONTS TAB

TMG


NAMES TAB TMG V9

TMG


NAMES TAB Custom Style

TMG

John ClarkRUG 9 Jan 2011 John Clark 31

TMG V7

TMGV7


DATES TAB

TMG


PLACES TAB

RUG 11 Oct 2014 John Clark / Janis Rodriguez 34TMG

MORE FORMATTING

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!



SPECIFYING REPORT CONTENT

TMG


REPORT CONTENT - TAGS

TMG


REPORT CONTENT - MEMOS

TMG

• 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.


REPORT CONTENT - MEMOS

TMG


EXHIBITS TAB

• 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.


EXHIBITS TAB

TMG

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


http://tmg.reigelridge.com/JournalIntro.htm

http://tmg.reigelridge.com/NarrativeChildren.htm

SOURCES TABRUG 11 Jan 2014 Janis Rodriguez 43TMG

Janis Rodriguez 44

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.)

RUG 11 Oct 2014

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.


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.


BIBLIOGRAPHYAn alphabetical list of the sources which are referenced within the report. – Only in reports sent to a Word Processor (TMG v8 & v9)

RUG 9 Jan 2011 John Clark 47TMG

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…


Report “Configurations”


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

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


http://tvtmgreports.blogspot.com/

http://freepages.computers.rootsweb.ancestry.com/~mdtmgug/reports.htm

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


http://tmg.reigelridge.com/publishable.htm

http://ottawa-tmg-ug.ca/articlesandpresentations.htm

Documents

Choices and Options FOR Journal REPORTS