Choices and Options FOR Journal REPORTS

1. Choices and Options FORJournal REPORTS Arlington RUG Meeting 11 Oct 2014 Janis Parkison Rodriguez

2. 5 narrative reports that use sentences • Ahnentafel • Ahnentafel – Direct Line • Descendant Indented Narrative • Individual Narrative • Journal Report • Ancestors report • Descendants report TMG’s Narrative reports Janis Rodriguez

3. Menu Bar Accessing Reports TMG v.8 & v.9 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 John Clark / Janis Rodriguez TMG

4. Bibliography TMG v. 7Reports 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. John Clark / Janis Rodriguez TMG

5. 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 John Clark / Janis Rodriguez

6. Journal Style Sample report from Sample project using the default options for RECORD style. Sample report John Clark

7. 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, …) John Clark / Janis Rodriguez

8. Report Definition Screen Controls each report Defines subject(s) Sets destination for output Specifies copies and page control Triggers report generation Access to MORE Options Save Settings John Clark / Jan Rodriguez

9. Report configuration Who Where How many Page control John Clark / Janis Rodriguez TMG

10. 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 TMG John Clark / Jan Rodriguez

11. Subject(s) of the report Selecting the subjects Be careful when choosing more than one person for Narrative Reports. John Clark / Janis Rodriguez TMG

12. Report Destination If you do not specify a location, the default location for the report is in File > Preferences > Current Project Options > Advanced John Clark / Janis Rodriguez TMG

13. Configuration Files Where each saved report Specification is stored Configuration files John Clark / Janis Rodriguez TMG

14. Most of the Options can be selected inREPORT OPTIONS Click Janis Rodriguez

15. 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 John Clark

16. GENERAL TAB Janis Rodriguez TMG

17. Report Options Controlling who is included John Clark /Janis Rodriguez TMG

18. Report Options Chose DESCENDANTS OR Ancestors Janis Rodriguez TMG

19. Report Options Choose What “STYLE”? Janis Rodriguez TMG

20. FOUR “STYLEs” for Journal Reports • REGISTER - New England Historical and Genealogical Register • RECORD - National Genealogical Society Quarterly • TAG - The American Genealogist • Custom Janis Rodriguez

21. 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

22. 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. Janis Rodriguez

24. Controlling Formatting John Clark

25. PAGE OPTIONS TAB Janis Rodriguez TMG

26. PAGE OPTIONS TAB • 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 Janis Rodriguez

27. FONTS TAB Background Font color Font COPY Janis Rodriguez TMG

28. FONTS TAB • 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.” Janis Rodriguez TMG

29. NAMES TAB TMG v9 Janis Rodriguez TMG

30. NAMES TABCustom Style Janis Rodriguez TMG

31. TMG v7 John Clark TMGv7

32. DATES TAB Janis Rodriguez TMG

33. PLACES TAB Janis Rodriguez TMG

34. MORE Formatting John Clark / Janis Rodriguez TMG

35. 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! Janis Rodriguez

36. Specifying Report Content John Clark / Janis Rodriguez TMG

37. Report Content - TAGS John Clark / Janis Rodriguez TMG

38. Report Content - MEMOS Janis Rodriguez TMG

39. Report Content - MEMOS • 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. Janis Rodriguez TMG

40. Exhibits TAB Janis Rodriguez TMG

41. 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. Janis Rodriguez TMG

42. Special Journal Report Tag Types • 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 Janis Rodriguez

43. Sources TAB Janis Rodriguez TMG

44. The DilemmaENDNOTES OR FOOTNOTES? 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.) Janis Rodriguez

45. 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. Janis Rodriguez

46. 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. Janis Rodriguez

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

48. 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… Janis Rodriguez

49. 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! John Clark / Janis Rodriguez TMG

50. 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 Menu http://freepages.computers.rootsweb.ancestry.com/~mdtmgug/reports.htm Janis Rodriguez