Tailoring Journal Reports for Genealogical Research

Explore different options and setup choices for creating detailed journal reports in genealogy software. Learn how to customize report content, output destinations, and appearance to suit your research needs effectively.

• Genealogy
• Journal Reports
• Customization
• Report Setup
• Research

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1. CHOICES AND OPTIONS FOR JOURNAL REPORTS Arlington RUG Meeting 11 Oct 2014 Janis Parkison Rodriguez

2. TMGS NARRATIVE REPORTS 5 narrative reports that use sentences Ahnentafel Ahnentafel Direct Line Descendant Indented Narrative Individual Narrative JOURNAL REPORT Ancestors report Descendants report RUG 11 Oct 2014 Janis Rodriguez 2

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 RUG 9 Oct 2010 / 11 Oct 2014 3 John Clark / Janis Rodriguez

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

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

6. JOURNAL STYLE Sample report from Sample project using the default options for RECORD style. John Clark Sample report RUG 9 Jan 2011 / 11 Oct 2014 6

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

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

9. Report configuration Who Where How many Page control RUG 9 Oct 2010 / 11 Oct 2014 9 John Clark / Janis Rodriguez

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 RUG 11 Oct 2014 John Clark / Jan Rodriguez 10

11. Subject(s) of the report SELECTING THE SUBJECTS Be careful when choosing more than one person for Narrative Reports. RUG 9 Oct 2010 / 11 Oct 2014 John Clark / Janis Rodriguez 11

12. REPORT DESTINATION If you do not specify a location, the default location for the report is in File > Preferences > Current Project Options > Advanced RUG 9 Oct 2010 / 11 Oct 2014 John Clark / Janis Rodriguez 12

13. Configuration Files CONFIGURATION FILES 9 Oct 2010 / 11 Oct 2014 John Clark / Janis Rodriguez 13

14. Most of the Options can be selected in REPORT OPTIONS Click RUG 11 Oct 2014 Janis Rodriguez 14

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 RUG 9 Jan 2011 John Clark 15

16. GENERAL TAB RUG 11 Oct 2014 Janis Rodriguez 16

17. Report Options CONTROLLING WHO IS INCLUDED General Tab Number of Generations (default) X (250) Surety Direction Journal X Descendants Ancestors RUG 9 Jan 2011 / 11 Oct 2014 John Clark /Janis Rodriguez 17

18. Report Options CHOSE DESCENDANTS OR ANCESTORS RUG 11 Oct 2014 Janis Rodriguez 18

19. Report Options CHOOSE WHAT STYLE ? RUG 11 Oct 2014 Janis Rodriguez 19

20. FOUR STYLES FOR JOURNAL REPORTS REGISTER - New England Historical and Genealogical Register RECORD - National Genealogical Society Quarterly TAG - The American Genealogist Custom RUG 11 Oct 2014 Janis Rodriguez 20

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 RUG 11 Oct 2014 Janis Rodriguez 21

22. RUG 11 Oct 2014 Janis Rodriguez 22

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 Janis Rodriguez 23

24. CONTROLLING FORMATTING RUG 9 Jan 2011 John Clark 24

25. PAGE OPTIONS TAB RUG 11 Oct 2014 Janis Rodriguez 25

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 RUG 11 Oct 2014 Janis Rodriguez 26

27. FONTS TAB Background Font color COPY Font RUG 11 Oct 2014 Janis Rodriguez 27

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. RUG 11 Oct 2014 Janis Rodriguez 28

29. NAMES TAB TMG V9 RUG 11 Oct 2014 Janis Rodriguez 29

30. NAMES TAB Custom Style RUG 11 Oct 2014 Janis Rodriguez 30

31. TMG V7 John Clark RUG 9 Jan 2011 John Clark 31

32. DATES TAB RUG 11 Oct 2014 Janis Rodriguez 32

33. PLACES TAB RUG 11 Oct 2014 Janis Rodriguez 33

34. MORE FORMATTING RUG 11 Oct 2014 John Clark / Janis Rodriguez 34

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! RUG 11 Oct 2014 Janis Rodriguez 35

36. SPECIFYING REPORT CONTENT RUG 9 Jan 2011 / 11 Oct 2014 John Clark / Janis Rodriguez 36

37. REPORT CONTENT - TAGS RUG 9 Jan 2011 / 11 Oct 2014 John Clark / Janis Rodriguez 37

38. REPORT CONTENT - MEMOS RUG 11 Oct 2014 Janis Rodriguez 38

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. RUG 11 Oct 2014 Janis Rodriguez 39

40. EXHIBITS TAB RUG 11 Oct 2014 Janis Rodriguez 40

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. RUG 11 Oct 2014 Janis Rodriguez 41

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 RUG 11 Oct 2014 Janis Rodriguez 42

43. SOURCES TAB RUG 11 Jan 2014 Janis Rodriguez 43

44. THE DILEMMA ENDNOTES 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.) RUG 11 Oct 2014 Janis Rodriguez 44

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. RUG 11 Oct 2014 Janis Rodriguez 45

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. RUG 11 Oct 2014 Janis Rodriguez 46

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) RUG 9 Jan 2011 John Clark 47

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 RUG 11 Oct 2014 Janis Rodriguez 48

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! RUG 9 Oct 2010 / 11 Oct 2014 John Clark / Janis Rodriguez 49

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 RUG 11 Oct 2014 Janis Rodriguez 50

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