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Grouping Surnames

1,114 bytes removed, 19:45, 21 December 2019
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Undo revision 74467 by Bamaustin (talk)
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 do I group similar surnames? ==
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.
[[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 (surnames like the germanic “Zimmerman” “Clark” and its "Carpenter" [[Genealogy_Glossary#Anglicisation|anglicisation]] variant) “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”.
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 Clark and Zimmerman Clarke individuals are grouped together. But the Surname heading was just the one name used in the grouping, “Carpenter”“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 “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 Then I had a revelation. There is no need to use just one or the two web reportsother name to group together.=== Group As applied beyond Name variants ===The use So instead of a '''Group As''' key is not limited just setting the override for the “Clarke” records to “Clark”, I have now started to set both overrides, Clark and Clarke to variants of a surname“Clark (Clarke)”. McDonald and MacDonald are now grouped as “McDonald (MacDonald)”, etc.
Suppose we want to quickly select a very tiny group of persons inhabiting some place.
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 And these settings carry over into the people's of Shangri-La before realizing there were other clans... but they never married into Ham clantwo web reports.
You can give == Finding all those names in this one clan the '''Group As key "Ham clan" and they will display together in ''' Persons ==Next, I needed to find all the listGroup As modifications that I had already madebefore this ''Aha! moment''.
'''Note:''' The original example (I did an [[https://sourceforge.net/p/gramps/mailman/message/36882799/ Name editor and search filter: clarification neededGenerate_XML#Generating_XML|un-compressed XML backup]] on the to explore for what Gramps-users maillist) was a bit contorted where all doing with the inhabitants of a Place were Grouped because they were inter-relatedinformation. But, in such a case, we can select them without the extra step setting up a 'All globally changed ''Group As''' keyentries are stored at the end of the file in a nice compact list. We could simply filter on This makes it easy to find the Placerecords that I had already done.
== Finding all the '''Group As''' Persons See also ==Eventually, I needed to find all the *Feature documentation:[[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#General|Group As modifications that I had already madebefore 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 *based on the [https://sourceforge.net/p/gramps/mailman/gramps-users/ Gramps-users] original [[Contact#Mailing_lists|MailList]] discussion archived 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/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...'':[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')'':threads with [https://sourceforge.net/p/gramps/mailman/search/?q=%22Group+As+name%22 threads with "Group As name"]== See also ==*introductory documentation: [[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#General|Group As]]
[[Category:How_do_I...]]
[[Category:Tutorials]]
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