reports for research & analysis chapter 8 - terry reigels a primer for tmg overview presentation...
TRANSCRIPT
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Reports for Research & AnalysisReports for Research & AnalysisChapter 8 - Terry Reigel’s Chapter 8 - Terry Reigel’s A Primer for TMGA Primer for TMG
Overview
Presentation for
Roots User Group of Arlington
November 13, 2010
By
Brenda Wesner
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Use of Reports & Lists
• Designed to aid in research tasks
• What additional research needed?
• Help analyze our data
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Know - Decide - Filter
• Know what you want
• Decide why and how
• Create filter
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Similar yet Unique
• All “List of…Reports” work in a similar way
• Understanding foundation = effective use of the others
• Each list has its own filtering options key to type of list
• Intelligence built into filters
• Choices
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Reports > Lists of > Lists
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List of … Reports
• Most Common• List of People• List of Events• List of Citations
• Also• List of Names List of Tag Types• List of Places List of Tasks• List of Repositories List of Witnesses• List of Sources
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List of People Report
• Distinct primary uses of this report– Creating research Lists– Managing process tasks
• Create simple lists with minimum effort, or
• Create more complex lists with several criteria elements
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List of People Born in Virginia
• First example of List of……
• Filter: – “People whose birth place is in a certain state”– State = Virginia
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List of People Report Definition
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Report Filter
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Fill in the Blank
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Report: Default Output
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More Column Data Needed
• Does the report give all the information you need?
• No, we also want city and town of birth
• So, add columns
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Report Options: Output ColumnsAdd Column Type
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Report Options: Output ColumnsAdd Completed
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Report with Added Columns
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Experiment & Try Again
• Experiment with the different ways to create a list and see which works best for you.
• Always remember that if the filter results don’t look right, just try again.
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LOP OperatorsNumber Fields
• = Equals• <> Does not equal• < Comes before• >= Does not come before• > Comes after• <= Does not come after• Is between• Is not between
Text Fields
• All number operators • Begins with• Contains• Does not begin with• Does not end with• Ends with• Is empty• Is not empty• Is like• Is not like• Soundex equals
18
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Know – Decide- FilterAgain
• Decide what you want so that you get what you want with well-thought filters
• Reigel: “The key to creating all these lists is to define the group of people you have in mind… The group would be defined with a filter.”
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List of Events• Finds event tags which meet
certain criteria
• Lists only Event tags
–Does not list Name tags or Relationship tags
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List of Events• No dominant use but many
options possible• Have to think a little differently• Large number of filter/output
options–Look through drop-down lists
Experiment!!21
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Example List of Events
Field Subfield Operator Value Connect
Number of Citations
< Is less than
1 END
22
Field Subfield Operator Value Connect
Memo Contains [?] END
Lists Events without any citation.
Finds events with certain text in the memo.
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List of Events Report
• A simple report example:• You want to know some or all events that occurred
in a given state• All events?• Births and deaths? Marriages?
• Create report for all events in the state of Tennessee
• Select “List of events in a specific place.”
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List of EventsReport Definition Screen
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Selected Events ReportSee the Title
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Incomplete Title of Report
• Example of incomplete title of report
• View the title page
• If incomplete, go back to Options
• In Report Title field, enter “in State of Tennessee” after “List of [F]” in Report Title field.
• Click on “Create Report” once again.
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Title Entered
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List of Selected Events in State of Tennessee
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List of Citations Report
• Good report to verify entry of source for all relevant people and tags
• Helpful in finding missing citations of a source
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Report DefinitionCitations for a Specific Source
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Select the Source
• As with other reports, you can enter your source number (value) and save/overwrite
• Or----- Edit – OK – Create
• Browse
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Citation Report Filter for Source
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Source Selection Choices
• Value [?]
• Enter the source number, if you know it
• This list has additional feature
• Binoculars = Browse the Source List
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Master Source List
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List of Selected Citations
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Indented or Columnar
• The List of Citations Report has default display of “Indented.”
• For Columnar, go to Options and change List Type to Columnar.
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Columnar Option
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Columnar Citation Report
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Specifying the Output
• Reports have default output (display)
• Accept or build further
• Choose additional/other fields to display
• Some reports have one style of output
• List of Citations Report has both Indented and Columnar
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View, Save, and/or Print List of … Reports
• View reports to determine if filter, content, or output need to be redefined or modified.
• Save to computer for future reference.
• Print for your files or use in more research.
• You may want to preview report on the screen first to determine if adjustments should be made before re-creating or printing.
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Final Notes
• Experiment creating all the List of … Reports.
• Experiment with drop-down lists.• Experiment with options and output.• Once you begin to create a few lists with
various attributes, you will be more comfortable doing so and will find a variety of information available to help you in your research and analysis.