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Grouping Surnames

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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.
== How can similar surnames be grouped? ==
The Gramps' '''Group As''' surname override found in the '''Name Editor''' is advanced feature.
== How do I group similar surnames? ==I do not know how many users The following example configures certain names to 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 minoritycapability.
But I have been configuring certain names to take advantage {{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 capability[[Gramps_{{man version}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_1#Names|Names tab]] while editing a Person.
*Select a Person & press {{man tipMan key press|CTRL|1=Accessing Enter}} (or double-click) to open the Name Editor{{man label|2=Names are an [[Gramps_Glossary#attribute|Attribute]] of a [[Gramps_Glossary#person|Person]]. The advanced features are accessed from the [[Gramps_{{Version manualman version}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_1#NamesEdit_Person_dialog|Names tabEdit Person]] while editing a Person}} dialog.
*Select the Names tab, select a Person Name & press {{Man key press|CTRL|Enter}} (or double-click) to open the {{man label|[[Gramps_{{Version manualman version}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_1_part_3#Edit_Person_dialogName_Editor|Edit PersonName Editor]]}} dialog. }}
*Select the Names tab, select a Name & 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-5060.png|thumb|450px|right|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} "Name Editor " - Dialog dialog - example]]
For those not familiar with the function, surname variants (surnames like the germanic “Zimmerman” “Clark” and its "Carpenter" [[Genealogy_Glossary#Anglicisation|anglicisation]] variant) “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”.
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”.
In the reports that I use most when sharing with relatives (the [[Gramps_{{man noteversion}}_Wiki_Manual_-_Reports_-_part_7#Narrated_Web_Site|Examples made less subtleNarrated]] and [[Addon:DynamicWeb_report|The original example 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 example of 'Clarke' and 'Clark' surnamesgrouping, “Clark”.
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 Then I had more finesse but were too subtlea 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.}}
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”.
 
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 “Zimmerman” records to “Carpenter”, I have now started to set both overrides, Carpenter and Zimmerman to “Carpenter (Zimmerman)”. McDonald and MacDonald are now grouped as “McDonald (MacDonald)”, etc.
And these settings carry over into the two web reports.
=== Group As applied beyond Name variants ===
The use of a '''Group As''' key is not limited to variants of a surname.
Suppose we want == Finding all the '''Group As''' Persons ==Next, I needed to quickly select a very tiny group of persons inhabiting some placefind all the Group As modifications that I had already madebefore this ''Aha! moment''.
We'll use the mythical 'ShangriI did an [[Generate_XML#Generating_XML|un-La' because it compressed XML backup]] to explore for what Gramps was a small isolated communitydoing with the information. WeAll globally changed 'll pretend they became clannish and may have been endogamic -- extensively intermarried & possibly inbred. The people of Shangri-La's Group As'Ham' clan bear entries are stored at the unique (not seen elsewhere) names end of Hamsonsmith, Smithhamm, Letham, Letthompson, Hamjones and Letjonesthe file in a nice compact list. We logged all This makes it easy to find the people's of Shangri-La before realizing there were other clans... but they never married into Ham clanrecords that I had already done.
You can give all those names in this one clan the == See also ==*Feature documentation:[[Gramps_{{man version}}_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_3#General|Group As key "Ham clan" and they will display together in the list. ]]
'''Note:''' The original example ([https://sourceforge.net/p/gramps/mailman/message/36882799/ Name editor and search filter: clarification needed] *based 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. == Finding all the '''Group As''' Persons ==Eventually, I needed to find all the Group As modifications that I had already madebefore my ''Aha! moment''. 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.==Read the [https://sourceforge.net/p/gramps/mailman/gramps-users/ Gramps-users] original [[Contact#Mailing_lists|MailList]] discussion 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 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] ''([[Genealogy_Glossary#sic|sic]], [[Genealogy_Glossary#recte|recte)]] 'surnames')'':threads with [https://sourceforge.net/p/gramps/mailman/search/?q=%22Group+As+name%22 threads with "Group As name"]== See also ==*introductory documentationGuild of One Name Studies : [[Gramps_{{Version manual}}_Wiki_Manual_https://one-name.org/variants-_Entering_and_editing_data:_detailed_and-_part_3#General|Group As]deviants/ Variants and Deviants]
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