Lillian - I will post on this Clooz list a message I sent recently to a person on the TMG list who had a question similar to yours. Since I am a relatively new user of TMG, I don't know if my way is the best way but it works well for me. Mary Lee: Just saw your reply to my posting, sorry. I am running about a month behind in monitoring the TMG list (172 unread messages). Here is what I am doing and it seems to be working pretty well: Initially, after the purchase of TMG, I spent about two-three weeks deciding upon an approach to listing sources and repositories. I had time on my hands because I was unable to import my Family Tree Maker data set to my satisfaction and I was waiting for customer service to correct the problem. My FTM sources were in shambles. Actually my best source list was in Clooz. So I decided to use the Clooz source list and duplicate it in TMG. My repository list was in shambles in FTM and Clooz so I decided to create a new repository list in TMG using Clooz document #s as its core and build from there. In both sources and repositories, I paid close attention to category names, capitalizing the category followed by a coma, and then descriptive language in order to control the order of listing. This made finding items easier since TMG presents both lists in strict alphabetical order. Examples: Repositories: ARCHIVES, National, Wash. DC CD, Family Tree Maker #162 CHURCH, St. Joachim MO CLOOZ, ANNIVERSARY 001 CLOOZ, AR 001 (This is a federal census state of Arkansas, etc.) CLOOZ, BAP 001 (Baptism, etc.) CLOOZ, BIR 001 (Birth, etc.) CLOOZ, BIR 002 CLOOZ, BIR 003 CLOOZ, VA 001 CLOOZ, VA 002 (I think you get the idea, there are about 300 Clooz items) HISTORY SOCIETY, Illinois LIBRARY, Chapel Hill, NC, Davis WEBSITE, Mormon In TMG's repository entry window I enter the items that are on the list above in the abbreviation field. In the addressee field and the fields that follow I enter my name, address, phone #, etc. Do it once and then use the F3 key and Tab key for auto entry. Click on Memo and enter some descriptive language that tells you who are the principles in the Clooz document. For example in CLOOZ, BIR 003 - Carson, William. In CLOOZ, VA 001 - 1860 Federal Census, Ronald, Andrew. This allows the information to show on the Master Repository List without having to open (edit) the entry. I don't use the Name-ID# or Other fields. Sources: ARTICLE, Caledonia, MO BOOK, Czech, NY Pass List BOOK, West Virginia History CEMETERY INDEX, Bellevue Presb CENSUS, 1870,AR,Randolph Co CENSUS, 1910,MN,Winona Co STATE, TN, Military Record WEBSITE, Mormon (yes, a source and a repository if there is no paper copy in Clooz) Enter the above in the master source list. Use E.S. Mills as the default for source categories - there are more of them. Then you can stick with those or go to custom and add to the Mills list. Using CENSUS, 1870,AR,Randolph Co above - I selected Census, Federal (Filmed) for the source type and put my info in the abbreviation field of the Source Definition Screen. I put 1870 Federal Census in the title box. I put the head of household name in the household field and the date in that field, and the location in that field. You can go on forever and create your own fields, but there is a practical limit. Now on the attachment tab you should list all the repositories emanating from this source. The Clooz document #s go here as well as others. When you click the + button, a Repository Link Screen comes up. Use the search function to scroll your repository list (that is why the repository item should be in place first. In fact, when you create a new Clooz document, enter it first in TMG, then link it to a TMG source). In the reference field of the Repository Link Screen I again enter some brief descriptive data of the Clooz document - in the census example, the surname of the family. Each repository on the attachment tab will then show that surname without having to open it. Now, I integrate Clooz into TMG in a third way (#1-repositories, #2-sources). When a source is cited to back up a birth, death, marriage etc., I click the + button, use the search function to find the source and then add as much detail about this particular event as I want in the citation detail field, FOLLOWED BY THE CLOOZ DOCUMENT NUMBER IN PARENTHESIS. Sometimes I just use the Clooz # figuring that if I want the detail, I can easily go to my file and find it. I put the Clooz # in parenthesis because someplace on the TMG list the comment was made that you can control whether items in parenthesis print or not. I have not progressed enough with the CRW to know if that is correct or not. That is my system. It might sound complex at first but once one gets used to it, the system works well. I still make a few mistakes and forget to do all three integration's of Clooz, but those instances are lessening. Hope this helps and sorry I took so long to get back. You are probably off on a different direction by now. Steve Stephen E. Speltz Durham, NC ----- Original Message ----- From: "Mary Lee Haas" <[email protected]> To: <[email protected]> Sent: Sunday, February 18, 2001 6:03 PM Subject: Re: [TMG] Best ways to enter CLOOZ in TMG > Stephen, > I am being cautious and want to be sure that I am following your > directions. Could you give me an example of how you enter CLOOZ info on the > Repository Entry Screen ? > Looking at abbrev, Name ID#, other and the address I am not sure where > you are entering info. The sources I have were imported from UFT and give > info like courthouse & address. > Just a little more help and I will be fine. Thank you. > Mary Lee Haas Stephen E. Speltz Durham, NC ----- Original Message ----- From: <[email protected]> To: <[email protected]> Sent: Monday, March 19, 2001 8:58 PM Subject: Clooz-D Digest V01 #36