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Citations Check Shortcut: Use the Custom Toolbar!

Kristina asked for a shortcut method of checking her citations. After all, we don't want to spend hours entering data and source citations only to discover that there's something very wrong with our template. One quick way to run a periodic "citation check" requires a little advance setup. Shortcuts to each section in this article are listed below.

Individual Narrative Preview with Sources | | Endnotes | | Journal Report | | My Custom Reporting Toolbar

Setting the "Individual Narrative Preview with Sources" Reporting Button

Toolbar view

Reporting Toolbar
  • Make sure the "Reporting" buttons on your Toolbar menu are checked. Select View --> Toolbars and check "Reporting".
  • The button we're going to use to check our citations is the "Individual Narrative Preview with Sources", the second button from the left.

Next, we want to set up our report options for this reporting button.

Report Menu

Report Definition Screen

Report Definitions

Options: Sources Tab

Options: General Tab
  • Go to the Report menu and select "Individual Narrative".
  • Then, in the drop-down menu select "Individual Narrative preview with sources."
  • Check "Use the Current Focus Person" and click "Print Preview".
  • In your Options selections, make sure your Sources Tab has "Endnotes", "Include name sources", "Include relationship sources", and "Disable 'ibid.'" checked.
  • Select "All" on the Tags Tab.
  • Check "Bypass the Report Definition Screen when the report is called from a toolbar button" on the General Tab.
  • Then Create Report.

Now, when you click the "Individual Narrative preview with sources" Reporting button, TMG will run a narrative report and create source citations. You won't be able to see those citations, though. You need to run one more report.

Customizing an "Endnotes" Report Toolbar Button

To view our citations, we need to run an "Endnotes" report. Of course, we can go to the Reporting menu and run the report, but it would be fun to run the report with the click of a button, wouldn't it? We're going to create a custom toolbar with only one button: the "Endnotes" report and save it as something called "Citation Check" (or equivalent).

Custom Toolbar Manager

Buttons Folder

Finished Example
  1. Select View --> Toolbars --> Customize (at the bottom of the menu). This opens the "Custom Toolbar Manager" window.
  2. Look at the "Unused buttons" menu on the right and scroll down until you find "Endnotes". Highlight this and click Add.
  3. You could save this now, but we're going to select a picture for our button. Click the "Picture" radio button and click the rectangular box with three dots in it.
  4. Double-click the file called "accent.bmp". Doesn't this make a good picture for our "Citation Check" report?
  5. In the box next to "ToolTip message:" type the word Endnotes.
  6. Now click Save As... near the top of the window and call your toolbar Source Preview. Your screen should now look like the example on the left.

Next, we want to activate this new custom toolbar and place it where it will be convenient whenever we decide to check our citations.

View Toolbars

New Toolbar
  1. Select View --> Toolbars --> and check the "Custom" option (the eighth entry from the top). This activates your last used custom toolbar. If you have multiple custom toolbars, you may need to select "Customize" first and choose the desired toolbar. You shouldn't have that problem.
  2. A very small floating toolbar with a big red check mark on it should appear near your regular toolbar.
  3. Drag the floating toolbar to the end of your regular toolbar and release the mouse button. The big red check now fits perfectly in your toolbar. My toolbar is seen on the left.
  4. You've created a new layout, and that layout can be saved. Click the Save icon and call your layout "Source Check." Whenever you want to check your source citations, you can recall this layout.

Voila! You can now cite like the experts.

My Custom Reporting Toolbar

TMG's standard reporting toolbar contains several reports I never use and is missing several that I use frequently, so I created my own custom standard reporting toolbar.

My Reporting Toolbar
  • My Custom "Reporting" Toolbar is shown on the left. It includes these reports: "Individual Narrative preview with sources", "List of Sources preview" (Bibliography), "Endnotes", "Family Group Sheet", and "Journal to Word". The first three are described above. It's not hard to add the first two to your Endnotes toolbar. Since a Journal report is another way to check citations, here's how to add it to your custom toolbar.

Custom Toolbar Manager

Choose Your Report

Report Options: General Tab

Report Options: Tags Tab

Report Options: Sources Tab
  • Open the Custom Toolbar Manager: View --> Toolbars --> Customize....
  • Near the bottom of the "Unused buttons:" menu is a section called "Special Functions". The fourth option there is called "Run a report of a specific name". Highlight this option and click Add.
  • Now, you may choose any report configuration that you have already saved in TMG. At the bottom of the Custom Toolbar Manager screen is a drop-down box labeled "Report:" Click on the drop-down arrow and select the desired report.
  • In the "ToolTip message:" box, enter your report name.
  • I like pictures on my toolbars. For my Journal report, I selected the icon called "inkwell.bmp".
  • When you're satisfied with your toolbar, click Okay to save it under the current name, or click Save as to rename the toolbar.
  • My Journal report is configured to create a Word document that would duplicate a NGS Quarterly article.
    • The report saves to a Word file called "journal_preview.doc".
    • It is set to two generations. Tags include only Birth, Marriage, Death, Burial, Divorce, and my Comment tag.
    • Sources are sent to Footnotes.
  • Don't forget to check "Bypass the Report Definition Screen when this report is called from a toolbar button"!