Grouping Surnames - Revision history

Patsyblefebre at 06:13, 1 November 2025

2025-11-01T06:13:35Z

Gioto at 21:54, 27 July 2025

2025-07-27T21:54:40Z

Bamaustin: /* See also */ fix 1 typo, add "(sic)" to another

2023-09-26T20:13:52Z

‎See also: fix 1 typo, add "(sic)" to another

Leonhaeuser: added laguage bar

2023-09-07T08:54:40Z

added laguage bar

CallMeDave at 00:21, 17 January 2022

2022-01-17T00:21:40Z

Bamaustin: /* See also */ introduce type of name origins including Variant/Deviant

2021-12-16T14:54:37Z

‎See also: introduce type of name origins including Variant/Deviant

Bamaustin: /* How do I group similar surnames? */

2019-12-21T20:04:26Z

‎How do I group similar surnames?

Bamaustin: Undo revision 74467 by Bamaustin (talk)

2019-12-21T19:45:54Z

Undo revision 74467 by Bamaustin (talk)

Bamaustin: Undo revision 74468 by Bamaustin (talk)

2019-12-21T19:45:15Z

Undo revision 74468 by Bamaustin (talk)

Bamaustin: Undo revision 74469 by Bamaustin (talk)

2019-12-21T19:44:42Z

Undo revision 74469 by Bamaustin (talk)

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 The following example configures certain names to take advantage of the capability.
-{{man tip|1=Accessing the Name Editor|2=Names are an [[Gramps_Glossary#attribute|Attribute]] of a [[Gramps_Glossary#person|Person]]. The advanced features are accessed from the [[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_1#Names|Names tab]] while editing a Person.
+{{man tip|1=Accessing the Name Editor|2=Names are an [[Gramps_Glossary#attribute|Attribute]] of a [[Gramps_Glossary#person|Person]]. The advanced features are accessed from the [[Gramps_{{man version}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_1#Names|Names tab]] while editing a Person.
-*Select a Person &amp; press {{Man key press|CTRL|Enter}} (or double-click) to open the {{man label|[[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_1#Edit_Person_dialog|Edit Person]]}} dialog.
+*Select a Person &amp; press {{Man key press|CTRL|Enter}} (or double-click) to open the {{man label|[[Gramps_{{man version}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_1#Edit_Person_dialog|Edit Person]]}} dialog.
-*Select the Names tab, select a Name &amp; press {{Man key press|CTRL|Enter}} (or double-click) to open the {{man label|[[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#Name_Editor|Name Editor]]}} dialog.}}
+*Select the Names tab, select a Name &amp; press {{Man key press|CTRL|Enter}} (or double-click) to open the {{man label|[[Gramps_{{man version}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#Name_Editor|Name Editor]]}} dialog.}}
 == Leveraging the '''Group As''' feature ==
@@ Line 18: / Line 18: @@
-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 [[Addon:DynamicWeb_report|Dynamic Web]]), navigation by Surname or Individuals utilizes this grouping and all the Clark and Clarke individuals are grouped together. But the Surname heading was just the one name used in the grouping, “Clark”.
+In the reports that I use most when sharing with relatives (the [[Gramps_{{man version}}_Wiki_Manual_-_Reports_-_part_7#Narrated_Web_Site|Narrated]] and [[Addon:DynamicWeb_report|Dynamic Web]]), navigation by Surname or Individuals utilizes this grouping and all the Clark and Clarke individuals are grouped together. But the Surname heading was just the one name used in the grouping, “Clark”.
@@ Line 33: / Line 33: @@
 == See also ==
-*Feature documentation:[[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#General|Group As]]
+*Feature documentation:[[Gramps_{{man version}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#General|Group As]]
 *based on the [https://sourceforge.net/p/gramps/mailman/gramps-users/ Gramps-users] archived threads:

@@ Line 13: / Line 13: @@
 == Leveraging the '''Group As''' feature ==
-[[File:NameEditor-dialog-example-50.png|thumb|450px|right|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Name Editor - Dialog - example]]
+[[File:NameEditor-dialog-example-60.png|thumb|450px|right|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} "Name Editor" - dialog - example]]
 For those not familiar with the function, surnames like “Clark” and “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”.

@@ Line 37: / Line 37: @@
 *based on the [https://sourceforge.net/p/gramps/mailman/gramps-users/ Gramps-users] 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/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 Group 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 ??]
+:[https://sourceforge.net/p/gramps/mailman/search/?q=%22unify+similar+surmanes+%3F%3F%22&mail_list=all unify similar surmanes (sic)]
 :[https://sourceforge.net/p/gramps/mailman/search/?q=%22Group+As+name%22 threads with "Group As name"]
 * Guild of One Name Studies : [https://one-name.org/variants-and-deviants/ Variants and Deviants]

← Older revision		Revision as of 08:54, 7 September 2023
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		+	{{languages\|Grouping_Surnames}}
	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.		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 can similar surnames be grouped? ==		== How can similar surnames be grouped? ==

← Older revision		Revision as of 00:21, 17 January 2022
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−	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 Clark and Clarke individuals are grouped together. But the Surname heading was just the one name used in the grouping, “Clark”.	+	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 [[Addon:DynamicWeb_report\|Dynamic Web]]), navigation by Surname or Individuals utilizes this grouping and all the Clark and Clarke individuals are grouped together. But the Surname heading was just the one name used in the grouping, “Clark”.

@@ Line 39: / Line 39: @@
 :[https://sourceforge.net/p/gramps/mailman/search/?q=%22unify+similar+surmanes+%3F%3F%22&mail_list=all unify similar surmanes ??]
 :[https://sourceforge.net/p/gramps/mailman/search/?q=%22Group+As+name%22 threads with "Group As name"]
 [[Category:How_do_I...]]
 [[Category:Tutorials]]

@@ Line 1: / Line 1: @@
 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? ==
+== How can similar surnames be grouped? ==
-I do not know how many users take advantage of Gramps' '''Group As''' surname override found in the '''Name Editor'''. It is probably a small minority.
+The Gramps' '''Group As''' surname override found in the '''Name Editor''' is advanced feature.
-But I have been configuring certain names to take advantage of the capability.
+The following example configures certain names to take advantage of the capability.
 {{man tip|1=Accessing the Name Editor|2=Names are an [[Gramps_Glossary#attribute|Attribute]] of a [[Gramps_Glossary#person|Person]]. The advanced features are accessed from the [[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_1#Names|Names tab]] while editing a Person.
@@ Line 10: / Line 10: @@
 *Select the Names tab, select a Name &amp; press {{Man key press|CTRL|Enter}} (or double-click) to open the {{man label|[[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#Name_Editor|Name Editor]]}} dialog.}}
 == Leveraging the '''Group As''' feature ==
 [[File:NameEditor-dialog-example-50.png|thumb|450px|right|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Name Editor - Dialog - example]]

@@ Line 1: / Line 1: @@
 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.
+I do not know how many users take advantage of Gramps' '''Group As''' surname override found in the '''Name Editor'''. It is probably a small minority.
 But I have been configuring certain names to take advantage of the capability.
@@ Line 14: / Line 13: @@
 [[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 (like the germanic “Zimmerman” and its "Carpenter" [[Genealogy_Glossary#Anglicisation|anglicisation]] variant) can be grouped in the Grouped People view under a single grouping.
+For those not familiar with the function, surnames like “Clark” and “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”.
-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 and Zimmerman individuals are grouped together. But the Surname heading was just the one name used in the grouping, “Carpenter”.
+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 Clark and Clarke individuals are grouped together. But the Surname heading was just the one name used in the grouping, “Clark”.
-And these settings carry over into the two web reports.
+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 “Clarke” records to “Clark”, I have now started to set both overrides, Clark and Clarke to “Clark (Clarke)”. McDonald and MacDonald are now grouped as “McDonald (MacDonald)”, etc.
-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 &amp; 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 the people's of Shangri-La before realizing there were other clans... but they never married into Ham clan.
+And these settings carry over into the two web reports.
-You can give all those names in this one clan the Group As key "Ham clan" and they will display together in the list.
+== Finding all the '''Group As''' Persons ==
-'''Note:''' The original example ([https://sourceforge.net/p/gramps/mailman/message/36882799/ Name editor and search filter: clarification needed] on the Gramps-users maillist) was a bit contorted where all the inhabitants of a Place were Grouped because they were inter-related. But, in such a case, we can select them without the extra step setting up a '''Group As''' key. We could simply filter on the Place.
+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.
-== Finding all the '''Group As''' Persons ==
+== See also ==
-Eventually, I needed to find all the Group As modifications that I had already made
+*Feature documentation:[[Gramps_{{Version manual}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#General|Group As]]
-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.
+*based on the [https://sourceforge.net/p/gramps/mailman/gramps-users/ Gramps-users] 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/search/?q=%22unify+similar+surmanes+%3F%3F%22&mail_list=all unify similar surmanes] ''([[Genealogy_Glossary#sic|sic]], [[Genealogy_Glossary#recte|recte]] 'surnames')''
+:[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...''
-:threads with [https://sourceforge.net/p/gramps/mailman/search/?q=%22Group+As+name%22 "Group As name"]
+:[https://sourceforge.net/p/gramps/mailman/search/?q=%22unify+similar+surmanes+%3F%3F%22&mail_list=all unify similar surmanes ??]
-== See also ==
+:[https://sourceforge.net/p/gramps/mailman/search/?q=%22Group+As+name%22 threads with "Group As name"]
 [[Category:How_do_I...]]
 [[Category:Tutorials]]

← Older revision		Revision as of 19:45, 21 December 2019
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	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”.		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”.
−
−	~~{{man note\|Examples made less subtle\|The original example used the example of 'Clarke' and 'Clark' surnames.~~
−
−	This illustrated the subtly of Given names sorting but used the example of surnames that would normally be already adjacently sorted. The revised, more blatant example has Surnames that would be widely separated with a simple alphabetical sort. It more clearly presents the persistence of given names within an extended family that would not normally be obvious.
−
−	~~The original examples had more finesse but were too subtle.}}~~

	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 and Zimmerman individuals are grouped together. But the Surname heading was just the one name used in the grouping, “Carpenter”.		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 and Zimmerman individuals are grouped together. But the Surname heading was just the one name used in the grouping, “Carpenter”.

@@ Line 22: / Line 22: @@
 This illustrated the subtly of Given names sorting but used the example of surnames that would normally be already adjacently sorted. The revised, more blatant example has Surnames that would be widely separated with a simple alphabetical sort. It more clearly presents the persistence of given names within an extended family that would not normally be obvious.
-The original examples had more finesse but may have been too subtle.}}
+The original examples had more finesse but were too subtle.}}
 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 and Zimmerman individuals are grouped together. But the Surname heading was just the one name used in the grouping, “Carpenter”.