Difference between revisions of "Grouping Surnames"

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Variants of a surname complicate reports that summarize family lines. But there are features to include variants (and statistical outliers) in with the larger grouping.
 
Variants of a surname complicate reports that summarize family lines. But there are features to include variants (and statistical outliers) in with the larger grouping.
 +
== How can similar surnames be grouped? ==
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The Gramps' '''Group As''' surname override found in the '''Name Editor''' is advanced feature.
  
== How do I group similar surnames? ==
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The following example configures certain names to take advantage of the capability.  
I do not know how many users take advantage of Gramps' '''[[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#General|Group As]]''' surname override found in [[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#General|General]] tab of the '''[[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#Name_Editor|Name Editor]]'''. It is probably a small minority.
 
 
 
But I have been configuring certain names to take advantage of the capability.  
 
  
 
{{man tip|1=Accessing the Name Editor|2=Names are an [[Gramps_Glossary#attribute|Attribute]] of a [[Gramps_Glossary#person|Person]]. The advanced features are accessed from the [[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_1#Names|Names tab]] while editing a Person.
 
{{man tip|1=Accessing the Name Editor|2=Names are an [[Gramps_Glossary#attribute|Attribute]] of a [[Gramps_Glossary#person|Person]]. The advanced features are accessed from the [[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_1#Names|Names tab]] while editing a Person.
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*Select the Names tab, select a Name & press {{Man key press|CTRL|Enter}} (or double-click) to open the {{man label|[[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#Name_Editor|Name Editor]]}} dialog.}}
 
*Select the Names tab, select a Name & press {{Man key press|CTRL|Enter}} (or double-click) to open the {{man label|[[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#Name_Editor|Name Editor]]}} dialog.}}
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== Leveraging the '''Group As''' feature ==
 
== 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, surname variants (like the germanic “Zimmerman” and its "Carpenter" [[Genealogy_Glossary#Anglicisation|anglicisation]] variant) can be grouped in the Grouped People view under a single grouping.  
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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”.
 
 
I chose to bring the names together under “Carpenter”. With the Display name starting with the given name, this brings together every record regardless of the spelling of the name “Carpenter”, The names of “John Carpenter” are seen together with the names “John Zimmerman”.
 
  
{{man note|Examples made less subtle|The original example used the example of 'Clarke' and 'Clark' surnames.
 
  
This illustrated the subtly of Given names sorting but used the example of surnames that would normally be already adjacently sorted. The revised, more blatant example has Surnames that would be widely separated with a simple alphabetical sort. It more clearly presents the persistence of given names within an extended family that would not normally be obvious.
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In the reports that I use most when sharing with relatives (the [[Gramps_{{Version manual}}_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”.
  
The original examples had more finesse but were too subtle.}}
 
  
In the reports that I use most when sharing with relatives (the [[Gramps_{{Version manual}}_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 Carpenter and Zimmerman individuals are grouped together. But the Surname heading was just the one name used in the grouping, “Carpenter”.
+
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.
  
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 “Zimmerman” records to “Carpenter”, I have now started to set both overrides, Carpenter and Zimmerman to “Carpenter (Zimmerman)”. 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.
=== Group As applied beyond Name variants ===
 
The use of a '''Group As''' key is not limited to variants of a surname.
 
  
Suppose we want to quickly select a very tiny group of persons inhabiting some place.  
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== 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''.
  
We'll use the mythical 'Shangri-La' because it was a small isolated community. We'll pretend they became clannish and may have been endogamic -- extensively intermarried & possibly inbred. The people of Shangri-La's 'Ham' clan bear the unique (not seen elsewhere) names of Hamsonsmith, Smithhamm, Letham, Letthompson, Hamjones and Letjones. We logged all the people's of Shangri-La before realizing there were other clans... but they never married into Ham clan.
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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.
  
You can give all those names in this one clan the Group As key "Ham clan" and they will display together in the list. 
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== See also ==
 +
*Feature documentation:[[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#General|Group As]]
  
'''Note:''' The original example ([https://sourceforge.net/p/gramps/mailman/message/36882799/ Name editor and search filter: clarification needed] on the Gramps-users maillist) was a bit contorted where all the inhabitants of a Place were Grouped because they were inter-related. But, in such a case, we can select them without the extra step setting up a '''Group As''' key. We could simply filter on the Place.
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*based on the [https://sourceforge.net/p/gramps/mailman/gramps-users/ Gramps-users] archived threads:
 
 
== Finding all the '''Group As''' Persons ==
 
Eventually, I needed to find all the Group As modifications that I had already made
 
before my ''Aha! moment''.
 
 
 
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.
 
==Read the [https://sourceforge.net/p/gramps/mailman/gramps-users/ Gramps-users] original [[Contact#Mailing_lists|MailList]] discussion threads==
 
 
:[https://sourceforge.net/p/gramps/mailman/message/36617953/ The Group As name override] <code>From: Dave Scheipers - 2019-03-20 20:33:51</code>
 
:[https://sourceforge.net/p/gramps/mailman/message/36617953/ The Group As name override] <code>From: Dave Scheipers - 2019-03-20 20:33:51</code>
:[https://sourceforge.net/p/gramps/mailman/search/?q=%22unify+similar+surmanes+%3F%3F%22&mail_list=all unify similar surmanes] ''([[Genealogy_Glossary#sic|sic]], [[Genealogy_Glossary#recte|recte]] 'surnames')''
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:[https://sourceforge.net/p/gramps/mailman/message/36882799/ Gramps-users - Name editor and search filter: clarification needed] - ''...the Group As key is not at all related with any name. Suppose you want to quickly select a very tiny group of persons inhabiting a small isolated endogamic hamlet XYZZY. These people bear the unique (not seen elsewhere) names of Hamsmith, Letthompson, Hamjones and Letjones. You can give all this names the Grapup As key "XYZZY" and they will display together in the list.  Note my example is a bit contorted because you can select them from place name XYZZY. You can tranpose my example to a more sensible "King Rex's descendants" key...''
:threads with [https://sourceforge.net/p/gramps/mailman/search/?q=%22Group+As+name%22 "Group As name"]
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:[https://sourceforge.net/p/gramps/mailman/search/?q=%22unify+similar+surmanes+%3F%3F%22&mail_list=all unify similar surmanes ??]
== See also ==
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:[https://sourceforge.net/p/gramps/mailman/search/?q=%22Group+As+name%22 threads with "Group As name"]
*introductory documentation: [[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#General|Group As]]  
 
  
 
[[Category:How_do_I...]]
 
[[Category:How_do_I...]]
 
[[Category:Tutorials]]
 
[[Category:Tutorials]]

Latest revision as of 20:04, 21 December 2019

Variants of a surname complicate reports that summarize family lines. But there are features to include variants (and statistical outliers) in with the larger grouping.

How can similar surnames be grouped?

The Gramps' Group As surname override found in the Name Editor is advanced feature.

The following example configures 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

The Group As name override From: Dave Scheipers - 2019-03-20 20:33:51
Gramps-users - Name editor and search filter: clarification needed - ...the Group As key is not at all related with any name. Suppose you want to quickly select a very tiny group of persons inhabiting a small isolated endogamic hamlet XYZZY. These people bear the unique (not seen elsewhere) names of Hamsmith, Letthompson, Hamjones and Letjones. You can give all this names the Grapup As key "XYZZY" and they will display together in the list. Note my example is a bit contorted because you can select them from place name XYZZY. You can tranpose my example to a more sensible "King Rex's descendants" key...
unify similar surmanes ??
threads with "Group As name"