In case anyone is following along and needs to try this as well, Donald suggested: > Method B: > In TMG, create a new flag called XYZMEMO or similar with possible values ? > Y, then use the List of People report to find all the people for whom > the # of Note tags=1 AND Note Memo Contains xyz. Use the Secondary > Output of that report to set that flag to Y for all people who have > only one Note event tag which has xyz in the tag memo. BTW, for those who cautioned - I ALWAYS backup first, AND copy the backup to my Dropbox folder. And of course, in the Utility, I "log" first, before I do a change. With what he gave me, I was at least able to eliminate one of the manual steps I was using. Method B sounded the best way to try. First, a backup and then I set a flag (tempRust for this particular one), and that gave me 71 people. Then I filtered for tempRust=Y and Note-#ofNotes greater than 1. That gave me just 9 to go through and fix up the "extra" notes to being something more meaningful (most were just comments that belongs in the memo of some other existing tag). Now I'm left with just one note for each of the 71 people, so I don't have that downside of changing ALL the note tags to Source tags. Made another backup. > In TMG-Utility, use the Events/Change Event Type feature to change > from Note type to Source type. Set a flag filter to require that the > XYZMEMO flag have value of Y. This should change the Note tags to > Source tags for all people with only one Note tag, and it has xyz in the tag memo. That worked like a charm. Made another backup. Then in TMG, filtered the PE for tempRust=Y to get my 71 people. Now, it's a matter of going down the list to quickly add the citation. I can then choose to delete the citation right then, or bulk do it with the Utility later. But the point here is that I do not have to click on the Source Type and scroll down in order to change it from Note to Source. That was the most time consuming of the process when you multiply it by 71 people. There is one of this type thing I will come across that will probably be closer to 150 people. In case anyone is wondering why I am adding just a single source tag to the person, instead of citing each of the person's tags pertinent to that source, it's a matter of cleanup priorities. If the XYZ memo is only for a half dozen people, I will dig out the source and see which factoids came from that book/record. But, in general, that takes a lot more time than she (my client) wants me to spend, especially when the people aren't ancestral. She has many friend projects mixed in with her database - like recently, friend A was having a birthday and she wanted to see if there was a mutual ancestor. Nowadays, I cite the sources to the right tags as I go along. But there are a number of this type of friend projects that stem back to the FamilyRoots days when there wasn't that capability. That's what I'm now cleaning up to have a source instead of a note. So, Donald, thanks for coming up with something that cut this process in half. -- Kathryn Bassett kathrynatgwens@socal.rr.com (work) kathryn@bassett.net (home)