Difference between revisions of "Grouping Surnames"

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m (Added note on accessing the Name Editor)
m (How do I group similar surnames?)
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<code>From: Dave Scheipers - 2019-03-20 20:33:51</code>
 
<code>From: Dave Scheipers - 2019-03-20 20:33:51</code>
  
I do not know how many users take advantage of the “Group As” surname
+
I do not know how many users take advantage of Gramps' '''Group As''' surname override found in the '''Name Editor'''. It is probably a small minority.
override found in the Name Editor. It is probably a small minority.
 
  
But I have been configuring certain names to take advantage of the
+
But I have been configuring certain names to take advantage of the capability.  
capability.
 
 
{{man tip|1=Accessing the Name Editor|2=Names are an Attribute of a Person. The advanced features are accessed from the Names tab while editing a Person.
 
{{man tip|1=Accessing the Name Editor|2=Names are an Attribute of a Person. The advanced features are accessed from the Names tab while editing a Person.
  
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*Select the Names tab, select a Name &amp; press {{Man key press|CTRL|Enter}} (or double-click) to open the {{man label|[[Gramps_5.0_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#Name_Editor|Name Editor]]}} dialog.}}
 
*Select the Names tab, select a Name &amp; press {{Man key press|CTRL|Enter}} (or double-click) to open the {{man label|[[Gramps_5.0_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#Name_Editor|Name Editor]]}} dialog.}}
 +
== Leveraging the '''Group As''' feature ==
 
[[File:NameEditor-dialog-example-50.png|thumb|450px|right|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Name Editor - Dialog - example]]
 
[[File:NameEditor-dialog-example-50.png|thumb|450px|right|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Name Editor - Dialog - example]]
For those not familiar with the function, surnames like “Clark” and
 
“Clarke” can be grouped in the Grouped People view under a single
 
grouping. I chose to bring the names together under “Clark”. With the
 
Display name starting with the given name, this brings together every
 
record regardless of the spelling of the name “Clark”, The names of
 
“John Clark” are seen together with the names “John Clarke”.
 
  
 +
For those not familiar with the function, surnames like “Clark” and “Clarke” can be grouped in the Grouped People view under a single grouping. I chose to bring the names together under “Clark”. With the Display name starting with the given name, this brings together every record regardless of the spelling of the name “Clark”, The names of “John Clark” are seen together with the names “John Clarke”.
  
In the reports I use most when sharing with relatives, the Narrated
 
and Dynamic Web, navigation by Surname or Individuals utilizes this
 
grouping and all the Clark and Clarke individuals are grouped
 
together. But the Surname heading was just the one name used in the
 
grouping, “Clark”.
 
  
 +
In the reports that I use most when sharing with relatives (the [[Gramps_5.1_Wiki_Manual_-_Reports_-_part_7#Narrated_Web_Site|Narrated]] and [[DynamicWeb_report|Dynamic Web]]), navigation by Surname or Individuals utilizes this grouping and all the Clark and Clarke individuals are grouped together. But the Surname heading was just the one name used in the grouping, “Clark”.
  
Then I had a revelation. There is no need to use just one or the other
+
 
name to group together. So instead of just setting the override for
+
Then I had a revelation. There is no need to use just one or the other name to group together. So instead of just setting the override for the “Clarke” records to “Clark”, I have now started to set both overrides, Clark and Clarke to “Clark (Clarke)”. McDonald and MacDonald are now grouped as “McDonald (MacDonald)”, etc.
the “Clarke” records to “Clark”, I have now started to set both
 
overrides, Clark and Clarke to “Clark (Clarke)”. McDonald and
 
MacDonald are now grouped as “McDonald (MacDonald)”, etc.
 
  
  
 
And these settings carry over into the two web reports.
 
And these settings carry over into the two web reports.
  
 +
== Finding all the '''Group As''' Persons ==
 +
Next, I needed to find all the Group As modifications that I had already made
 +
before this ''Aha! moment''.
  
Now I need to all the Group As modifications that I had already made
+
I did an [[Generate_XML#Generating_XML|un-compressed XML backup]] to explore for what Gramps was doing with the information. All globally changed ''Group As'' entries are stored at the end of the file in a nice compact list. This makes it easy to  find the records that I had already done.
before this ''Aha! moment''.
 
  
 
== See also ==
 
== See also ==

Revision as of 13:17, 20 September 2019

How do I group similar surnames?

From: Dave Scheipers - 2019-03-20 20:33:51

I do not know how many users take advantage of Gramps' Group As surname override found in the Name Editor. It is probably a small minority.

But I have been configuring certain names to take advantage of the capability.

Tango-Dialog-information.png
Accessing the Name Editor

Names are an Attribute of a Person. The advanced features are accessed from the Names tab while editing a Person.

  • Select a Person & press CTRL+ Enter (or double-click) to open the Edit Person dialog.
  • Select the Names tab, select a Name & press CTRL+ Enter (or double-click) to open the Name Editor dialog.

Leveraging the Group As feature

Fig. .1 Name Editor - Dialog - example

For those not familiar with the function, surnames like “Clark” and “Clarke” can be grouped in the Grouped People view under a single grouping. I chose to bring the names together under “Clark”. With the Display name starting with the given name, this brings together every record regardless of the spelling of the name “Clark”, The names of “John Clark” are seen together with the names “John Clarke”.


In the reports that I use most when sharing with relatives (the Narrated and Dynamic Web), navigation by Surname or Individuals utilizes this grouping and all the Clark and Clarke individuals are grouped together. But the Surname heading was just the one name used in the grouping, “Clark”.


Then I had a revelation. There is no need to use just one or the other name to group together. So instead of just setting the override for the “Clarke” records to “Clark”, I have now started to set both overrides, Clark and Clarke to “Clark (Clarke)”. McDonald and MacDonald are now grouped as “McDonald (MacDonald)”, etc.


And these settings carry over into the two web reports.

Finding all the Group As Persons

Next, I needed to find all the Group As modifications that I had already made before this Aha! moment.

I did an un-compressed XML backup to explore for what Gramps was doing with the information. All globally changed Group As entries are stored at the end of the file in a nice compact list. This makes it easy to find the records that I had already done.

See also

  • Gramps-users archive article
The Group As name override