Kathryn, As I understand it you have tag types of Note (a standard tag type) and Source (a custom tag type) in use in your project, and both of these are in the Other Event tag group. If this is correct, I can see two ways to handle most of your cases for your problem (1), but not necessarily all. Which method is best depends on how many people have multiple Note tags, one of which has xyz in its memo. Method A: In TMG, create a new flag called XYZMEMO or similar with possible values ? Y, then use the Secondary Output of a List of Events report to set that flag to Y for all people who have a Note event tag with xyz in the tag memo. 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 one or more Note tags with xyz in the tag memo. A possible downside is that if any of those people have more than one Note tag, all their Note tags would be changed to Source tags even if not all of them contained xyz. 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. 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. A possible downside is that if any of your people have more than one Note tag their Note tags would not be changed to Source tags even one or more of them contained xyz. If one of the above methods solves problem (1), that takes us to problem (2), adding a citation to the existing Source tags with xyz in the tag memo. I don't see a way to do that directly, but you could use TMG-Utility's Events/Add Events feature to create new source tags with the desired citation. That feature requires you to create a text file containing the ID numbers of the people for whom the new tag is to be added, plus the citation, date, tag memo, etc. You can export a List of People with flag XYZMEMO=Y to a text file to get this started, then add whatever other info is needed to fit the TMG-U format requirement. I'm not sure what you are trying to accomplish by using Source tags, rather than attaching source citations to Note tags. If you prefer to attach source citations to Note tags currently containg xyz in their memos you might be able do something similar to the above Add Events process to create new Note tags containing the attached source citation, then use TMG-Utility's Tags/Delete Tags by Type feature to delete the original Note tags, using the option to "Retain if has citation" in combination with the filter for flag XYZMEMO=Y to avoid deleting the newly created note tags with citations or deleting Note tags without citations which don't have xyx in the tag memo. If all this sounds like it could cause unintended consequences in your project, that's because it could. So follow the usual TMG-Utility recommendations to back up your project first, run in log-only mode and check results in the log before proceeding, and check the modified project carefully before moving on with new data entry adventures. -----Original Message----- From: tmg-bounces@rootsweb.com [mailto:tmg-bounces@rootsweb.com] On Behalf Of Kathryn at Gwens via Sent: Tuesday, July 28, 2015 12:49 PM To: TMG@rootsweb.com Subject: [TMG] Cardinal's Utility Is this possible in the Utility? If so, I can't figure it out, even with multiple passes. I have a bunch of Note tags with "xyz" in them. Xyz is left over from an old program and is a source. In TMG, I can filter on Note memo contains xyz, and the hard way to do want I want to do is change the tag from Note to Source, and then add citation #1273. Then use the utility to find/replace xyz to nothing. So, can I do either or both of these things? 1) find a Note tag with a memo of xyz, and change the Note tag to a Source tag? 2) Find a Source tag with a memo of xyz, and add a citation to that tag.