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zhangrau

Member Since 19 Aug 2004
Offline Last Active Today, 06:12 PM
*****

Topics I've Started

Including Repository info in the Bibliography

22 March 2018 - 12:54 AM

I have long missed, and wished for the return of, a Repository List at the end of my reports. This was a [] checkbox feature in Family Origins (and maybe early Roots Magic versions?). It's fair to say that I've given up on the notion that this feature will return in RM8, so I've started experimenting with how I might incorporate the Repository List info into a custom Source Template. In fact, since I have two repositories for many of my sources, I want them both included in the Bibliography Template sentence.
 
Since I couldn't find a way to get RM to automatically use the info in the linked repository, I decided to add extra fields to the Source Template to accomplish my goal. It means extra typing (and the chance of extra mistakes), but at least I managed to get my repositories included.
 
I started with a copy of the Book, Basic Format template, and added four new fields. This is the sentence I developed (the two underscores _ are included spaces). I presented the template on three lines to (hopefully) make it easier to read in the forum.
 
Bibliography Template
[Author:Reverse]. <i>[Title]<: [SubTitle]></i>. <[PubPlace]|N.p.>: <[Publisher]|n.p.>, <[PubDate]|n.d.>.
_<<b>Repository 1:</b> [Repository1]<, [Rep1Place]>.>
_<<b>Repository 2:</b> [Repository2]<, [Rep2Place]>.> 
 
Let's call the four new fields 1 2 3 and 4, and use a 0 to represent an empty field.
I tested the new sentence with these combinations:
 0 0 0 0
 1 0 0 0
 1 0 3 0
 1 2 0 0
 1 2 3 0
 1 2 3 4
 
I'm satisfied that the punctuation comes out as I intended for all of these combinations.
 
Any comments or suggestions?
 
Here's the results for a fictitious book:
 
Bibliography
 
Truesdale, William. All along the sea coast 0000: Time ran away with me. Evanston IL: Huckster Publishers, Inc., 2001.
 
Truesdale, William. All along the sea coast 1000: Time ran away with me. Evanston IL: Huckster Publishers, Inc., 2001.
Repository 1: Podunk Library.
 
Truesdale, William. All along the sea coast 1030: Time ran away with me. Evanston IL: Huckster Publishers, Inc., 2001.
Repository 1: Podunk Library. Repository 2: Megacity Archives.
 
Truesdale, William. All along the sea coast 1200: Time ran away with me. Evanston IL: Huckster Publishers, Inc., 2001.
Repository 1: Podunk Library, West Brazil IN.
 
Truesdale, William. All along the sea coast 1230: Time ran away with me. Evanston IL: Huckster Publishers, Inc., 2001.
Repository 1: Podunk Library, West Brazil IN. Repository 2: Megacity Archives.
 
Truesdale, William. All along the sea coast 1234: Time ran away with me. Evanston IL: Huckster Publishers, Inc., 2001.
Repository 1: Podunk Library, West Brazil IN. Repository 2: Megacity Archives, Gigatown NY.

additional sort option for Source List report

16 January 2018 - 02:39 AM

I wish that I could sort a Source List report by the Citation Detail. When I am reviewing my documentation, it would be very helpful to have the option to list by page number (which I put at the beginning of the Citation Detail for reference books). The example below indicates an encyclopedia, but it would be equally helpful when reviewing documentation from compilations of vital statistics, general history books, etc.

 

Currently there is only the default sort order, which seems to be Surname, Given of the tagged record.

 

[edit]

I came up with a workaround.

 

1 - Run the report as selected in the attached image.

2 - Save as a text file.

3 - Open in Notepad.

4 - Edit > Replace ". p" with "# p" case sensitive > [Replace All]

5 - Highlight all rows of data in the text file

6 - Copy & paste into an Excel column

7 - Data > Text to columns > set delimiter to "#" > [Finish]

8 - Data > Sort on column B then column A

 

Not quite automatic, but it does the job.

 

20180116_source-list-report-dialogue.png


onscreen relationship indicator

21 September 2017 - 04:25 PM

After using the Tools > Set Relationships function, RM displays the (in the Family View only) the relationship of the currently-highlighted person to the base person for Set Relationships. I like and use that feature, as do many other RM users.

 

It would be nice to have these calculated relationships also show on the Descendants and People views.


Manual Merge Duplicate Records RM7 > RM8

07 August 2017 - 07:12 AM

Over the years, my *.dup file has grown fairly large (as has my database, with over 400K records). I hope that the re-write will bring along the *.dup file, just as previous RM upgrades have done. If not, I will end up having to confirm MANY false matches in the DSM procedure.


Would like to search for a person and spouse

27 July 2017 - 11:02 PM

One of my projects is a Surname genealogy -- I'm attempting to document and link everyone with the same surname in North America.
 
This has led me, again, to wish to be able to search for a person by their spouse's name. I can't find any way to do this in RM.
 
Let's suppose (all names here are fictitious) that I'm working on the Goode family, and that John and Johnny and Johnnie are all very popular given names over a two-century span. There are literally dozens of them in my database.
 
But I'm looking, in particular, for the Johnnie B. Goode who was once married to Miranda Stargazer.
 
It would be so nice to use Search > Person List > Find > and then set these criteria:
Surname > contains > Goode
Given or Nickname > contains > John
Spouse Given or Nickname > contains > Miranda
 
But that third criteria does not exist in RM. So this search cannot be completed here.
 
I tried creating a Group of everyone whose name met those first two criteria - no problem.
Then I displayed that group in People View, and tried to display a column showing the spouse's name. Uh-oh. Can't do that in RM, either.
 
So, here's the wish:
 
Please add a capability search for:
Spouse Given or Nickname
AND
Spouse Surname