Many thanks for the responses to my question. Lee is correct that I don’t use roles, but I’ll explore that option, if it would simplify the placement of indexing in memos. Terry, I would definitely be interested in knowing whether variables referring to witnesses would indeed generate the entry of indexing—it’s something I don’t have much familiarity with, so it’s not easy for me to test it. Lee’s suggestion of simply entering the name for index coding is the most straightforward, and it’s what I mentioned in my original posting. But it would be necessary to also enter the person’s dates (to get them to appear in the index), as well as their multiple names, in the case of women with multiple marriages. This would too easily allow for the introduction of errors: a single wrong digit in a date (or even a wrong space somewhere?) could result in other name entries in the index for people who are intended to be the same. That’s why giving just the person’s number in the project seemed like such a good option, but apparently no longer a viable one. I need to index a quite substantial amount of material this way, so I’m interested in whatever would be easiest, and least subject to errors.

On 9/26/2015 2:14 PM, Mark Norton wrote: > > Many thanks for the responses to my question. Lee is correct that I > don’t use roles, but I’ll explore that option, if it would simplify > the placement of indexing in memos. Terry, I would definitely be > interested in knowing whether variables referring to witnesses would > indeed generate the entry of indexing—it’s something I don’t have much > familiarity with, so it’s not easy for me to test it. > Mark, I assumed based on John's post that it works, but I just tested and find that name variables placed in the Memo do indeed create index entries. (They also create links to the person's page in Second Site, which is the main reason I use them.) If you have just one person to refer to in a Tag just enter that person as a Witness, with the default role of Witness. You can use the standard [WO] variable in the memo if you want the full name. If you want to name a list of people you can enter more than one Witness, and do the same. If you want to use a first name, given name or surname rather than the full name you have to use the Role variables. For people entered with the default Witness role that would be [RF:Witness], [RG:Witness], or [RL:Witness]. If you want to mention several people in the tag, but separately rather than as a list, you need to use other Roles. Roles are defined separately for each Tag Type. Some standard Tag Types have a number of Roles associated. If you are using one of those you can assign a suitable role to each person and use those. If the Tag Type doesn't have suitable Roles you can create some. I have Other, Other2, Other3, etc., or Role1, Role2, Role3, etc. defined for some common Tag Types, like Anecdote and Note, for that very purpose. Entering the Role Variables is simple. Just right-click in the Memo field, and choose the desired variable from the next to last section of the menu that then opens. If you click "Role" a sub-menu will open showing all the Roles available in that Tag Type, and when you click on one of them a list of all the variations opens on a second sub-menu. If you don't what the output of that Tag to appear in the narrative of the Witness, put an exclusion mark (hyphen) as the first character of the Sentence for that Witness. Terry Reigel