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Presented by David Walker Ottawa TMG Users Group 12 April 2014 Creating a TMG Report for Documenting Missing Tombstone Images

Creating a TMG Report for Documenting Missing Tombstone Images

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Creating a TMG Report for Documenting Missing Tombstone Images. Presented by David Walker Ottawa TMG Users Group 12 April 2014. Introduction. This presentation will describe a method for creating a list of burials for which there is no exhibit - PowerPoint PPT Presentation

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Page 1: Creating a TMG Report for Documenting Missing Tombstone Images

Presented by

David Walker

Ottawa TMG Users Group

12 April 2014

Creating a TMG Report for Documenting Missing

Tombstone Images

Page 2: Creating a TMG Report for Documenting Missing Tombstone Images

This presentation will describe a method for creating a list of burials for which there is no exhibit

Although I am using TMG v.9.01, the same procedure can be applied to earlier versions

Two approaches will be described:Create a report for everyone in your database for

whom a tombstone exhibit is missingOr use the Flag Manager to create ‘Related-by’ flags

which will then be used to restrict the list to those related to you in some way. The process of creating ‘Related-by’ flags is based upon Terry Riegel’s TMG Tips (http://tmg.reigelridge.com/related-by.htm)

Introduction

Page 3: Creating a TMG Report for Documenting Missing Tombstone Images

I will not repeat Terry’s instructions hereThe procedure uses a TMG ‘List of ’ report

Introduction

Page 4: Creating a TMG Report for Documenting Missing Tombstone Images

For this exercise I will describe the creation of a report for a province that will be visited this summer

The first report will list all burials in the province for which I need to acquire tombstone photos

Subsequent reports will be restricted to individual cemeteries

Procedure

Page 5: Creating a TMG Report for Documenting Missing Tombstone Images

Using the Project Explorer, create a filter as shown below:

2. Select ‘Save as’ for future use

3. Click OK

1. Select Primary names to avoid duplication

Page 6: Creating a TMG Report for Documenting Missing Tombstone Images

In this first pass there are 1085 people in Prince Edward Island with no tombstone exhibit(s).

If the Focus Group window contains names, you must clear all names before proceeding

Right mouse click anywhere within the Project Explorer and select ‘Add all names to Focus Group’

Page 7: Creating a TMG Report for Documenting Missing Tombstone Images

The Focus Group window will look similar to the one displayed below.

Page 8: Creating a TMG Report for Documenting Missing Tombstone Images

From the Report drop-down menu select ‘List of’ > People > list of burial locations

Page 9: Creating a TMG Report for Documenting Missing Tombstone Images

1. Add a new configuration name

2. Select Focus Group, then Current Group

3. Select Screen Preview

4. Select Options

Page 10: Creating a TMG Report for Documenting Missing Tombstone Images

1. Click ‘Output Columns’ tab & enter the desired fields

2. Click OK

Page 11: Creating a TMG Report for Documenting Missing Tombstone Images

1. Select ‘Create Report’

Page 12: Creating a TMG Report for Documenting Missing Tombstone Images

This is the first page of the report

Compile a list of individual cemeteries & locations, which will then be used to create cemetery specific reports.

Page 13: Creating a TMG Report for Documenting Missing Tombstone Images

1. Filter the Project Explorer for a specific cemetery

2. Click OK

Page 14: Creating a TMG Report for Documenting Missing Tombstone Images

Remove all names from the Focus GroupFrom the Project Explorer window, right

mouse click and ‘Add All Names to Focus Group’

The list now shows 140 people in this one cemetery

Page 15: Creating a TMG Report for Documenting Missing Tombstone Images

From the TMG Report drop down menu, select ‘List of’ > People > list of burial locations

Page 16: Creating a TMG Report for Documenting Missing Tombstone Images

1. Select Focus Group, then Current Group

2. Select Screen Preview

4. Select ‘Create Report’

3. No need to change options from last report

Page 17: Creating a TMG Report for Documenting Missing Tombstone Images

This is the first page of the revised report for the Peoples Cemetery in Summerside.

Page 18: Creating a TMG Report for Documenting Missing Tombstone Images

This second report includes all people in my database, buried in the Peoples Cemetery in Summerside, for whom I need to photograph their tombstones.

This can be further refined to include only those people related to me in some way, using Terry Riegel’s ‘Related-by’ flags.

From the TMG File drop-down menu, select ‘File Manager’, then ‘Add’

Follow Terry’s instructions to include any of the Related-by flags

Page 19: Creating a TMG Report for Documenting Missing Tombstone Images

This is my ‘Related-by’ flag entry, created with Flag Manager, using Terry’s instructions.

Page 20: Creating a TMG Report for Documenting Missing Tombstone Images

In the Project Explorer create a filter using the above flags, or those you wish to incorporate

Use Save As if you wish to reuse the filterI have saved filters for each cemetery I have

documentedRepeating the process for the above second

report, remove all names from the Focus Group, then right mouse click in the Project Explorer to add all names to the Focus Group

Page 21: Creating a TMG Report for Documenting Missing Tombstone Images

Filter the Project Explorer using a mix of Related-by flags. To further filter the query, add a specific cemetery.

1. Use Open & Close brackets for the Related-by flags

2. Click OK

Page 22: Creating a TMG Report for Documenting Missing Tombstone Images

Using the above flags, the list is reduced to 28 people. Right mouse click to add all names to the Focus Group (having emptied it first).

Page 23: Creating a TMG Report for Documenting Missing Tombstone Images

The current Focus Group now has the new list of 28 people.

Page 24: Creating a TMG Report for Documenting Missing Tombstone Images

Create the report using the same procedure as described earlier

Page 25: Creating a TMG Report for Documenting Missing Tombstone Images

The filter used in the Project Explorer did not specify the cemetery, only the city. Normally, I would have included the cemetery name in the filter. However, it becomes obvious that I need to visit the Catholic cemetery in Summerside. I also need to correct the spelling of one entry.

Page 26: Creating a TMG Report for Documenting Missing Tombstone Images

There are several alternative ways of creating reports to document missing tombstone imagesCreate a report for missing tombstone images

for everyone in your databaseCreate a report for missing tombstone images

using a related-by flag, or a combination thereof

I suggest you read my related presentations, entitled Walking With Angels – Procedures for Documenting Cemetery Burials (21 November, 2010) and Suggested Image Sizes for TMG & Second Site – a Revisit (11 January 2014)

Summary

Page 27: Creating a TMG Report for Documenting Missing Tombstone Images

If you choose to follow Terry’s instructions for creating Related-by flags, the final step in the process will add the relationship, if there is one, of everyone in your database. This will appear in the Flag window

Summary

Page 28: Creating a TMG Report for Documenting Missing Tombstone Images

After you have completed Terry’s Related-by procedure, you can easily add a Related-by feature to the Add Person menu for each new person.From the Add Person window, select Setup

(lower left corner)The Add Person Template window is displayed. Click the Flags tabFrom the right list of flags, select Related-by,

then Add

Summary

Page 29: Creating a TMG Report for Documenting Missing Tombstone Images

Summary‘Related-by’ is now in the list of selected flags

Click OK

Page 30: Creating a TMG Report for Documenting Missing Tombstone Images

SummaryThe Related-by flag now appears for each Add Person window. The default is ? (unknown). Click there to change the flag.

Page 31: Creating a TMG Report for Documenting Missing Tombstone Images

This presentation is available to download from our website, http://ottawa-tmg-ug.ca/index.htm

Go to the Articles & Presentation Page, then to the year for the archived files.