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Archiver > TMG > 2011-03 > 1300736523

From: Rick Van Dusen <>
Subject: Re: [TMG] Global vs local sentences (was FTM)
Date: Mon, 21 Mar 2011 12:42:03 -0700
References: <> <><002601cbe7fa$2cc96ef0$865c4cd0$@net>
In-Reply-To: <002601cbe7fa$2cc96ef0$865c4cd0$@net>

While I expressed reservations about putting a lot of text in the Memo,
Teresa's approach seems to me to alleviate much of the problem I see.

That is, that Teresa (if I understand her report correctly) uses the
standard sentence approach for the first part of the tag's output, but
appends more with the Memo. I'm understanding that the various
appropriate fields thus appear in the sentence, followed by
specific/unique text which adds more information.

This gets the fields, including the indexed fields, into the output, and
still has a unique sentence for the complete output.

Now the problem Pierce is expressing, if I'm understanding correctly, is
one of getting the right person associated with the event while still
maintaining an accurate transcription of the document involved.

The will says, in part, "To my firstborn son, Jack, of whom I'm so
proud...." But "Jack" is actually John Robert (known by all but his late
mother as John, and not to be confused with his uncle, John Richard, who
was always known as Jack).

How (asks Pierce, I believe) does one index the name "Jack" in the Memo,
from within the transcription of the will, and connect that to the right
person? (Changing the name in the Memo is unacceptable, since this is a

(To me, a good bit of the answer is that I wouldn't clog up the output
with the transcript of the will, but would put that in the source
output. Maybe, though, portions of some wills merit reading within the
main output.)

Teresa Elliott wrote:
> Pierce,
> It is my understanding, and I hope someone will correct me if I am wrong,
> but everyone attached to the tag, that is used in a report, gets indexed.
> You cannot use [R:Bridesmaid1] [R:Bridesmaid2] in a memo, if no one is
> attached to those roles. Now if you say Rebecca Smith then yes, you'd need
> to index that name if Rebecca isn't attached to the tag in a role.
> So why not attach Rebecca to the Bridesmaid1 role. Create a name tag for her
> that you want that tag to use, and then select it in the name drop down list
> for that role? As far as I know that works just fine, unless I am missing
> something.
> -----Original Message-----
> From: [mailto:] On Behalf
> Of Pierce Reid
> Sent: Sunday, March 20, 2011 11:02 PM
> To:
> Subject: Re: [TMG] Global vs local sentences (was FTM)
> Terry Reigel asked:
> <<I don't understand what data one would enter in the Memo would be indexed.
> I enter that date and place in their fields, and refer to them by use of
> variables, just as I would in the Sentence. For names I generally use
> variables as well, as in the example above.>>
> Terry:
> Example: you want to describe the contents of a will, for example, in a
> probate tag. You will be listing various beneficiaries, as well as the
> executors, and maybe the witnesses and lawyer. Should you index the
> references to these people?
> You could insert index references explicitly into the memo text, following
> each person's name. But you should use exactly the same text as TMG uses
> when it creates index references to people referred to by roles in a
> sentence template, otherwise you will have two somewhat different entries in
> the index for one person.
> That becomes more of a problem if you refine the name or, if you use them,
> the birth and death years of a person after creating an explicit index
> reference in the memo. For example, you find the middle name of someone
> after creating the index reference in the memo without that name. In that
> case you should check all places you created index references before you
> found his full name, so you will have a consistent name in the index.
> You could use role references within the memo, but then you have to ensure
> that each person mentioned has a unique role, e.g. beneficiary1,
> beneficiary2, ... since they likely will be referenced in different places
> in your will summary. In that case, the memo text would come out with the
> full name of each person, which is likely different from the reference in
> the actual will.
> Ideally, I would like the ability to use the individual's person number in
> the index reference I enter into the memo, so that the reference will be
> consistent with whatever is the latest version of that person's name and
> birth/death dates. That way you could enter the name the way the testator
> did, e.g. "my niece Nickname Doe" and get the index reference "Fullname
> Maidenname (1840-1910)", which you find out only after further research
> initiated by this will reference.
> (I've discussed this issue with Bob V, and he recognizes the problem, but I
> don't know if he has added it to the "to do" list. I also don't know how
> many people care about creating an index for their genealogy reports,
> although many experts believe a good index if a vital part of such reports.)
> Pierce
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