1. David Walker Ottawa TMG Users Group 15 March 2014

2. The Custom Toolbar Manager, in TMG v.8 & v.9, is a useful tool for creating toolbars using buttons for those functions that you perform most often. This presentation is based on using the Custom Toolbar Manager in TMG v. 9.01 The example that will be demonstrated will be adding a custom tool to list all citations of a given source

3. Select Report > List of > Citations

4. 1. Click Add

5. 2. Type a name for the report 3. Click Save

6. 4. New configuration is displayed 6. Click Save 5. Add a new filtered group

7. 8. Scroll through list & select Source Number 9. Select Operator as ‘= Equals’ 11. Click ‘OK’ 10. Enter Value as [?] 7. Type a filter name

8. 12. Configuration name 13. Filtered Group 15. Save Settings 14. Select Screen Preview

9. From the main menu bar select View > Toolbars and check Custom A Customize tool appears here

10. 16. Scroll through the list of unused buttons until you find ‘List of Citations’ 17. Click Add

11. 18. ‘List of Citations’ now appears in the list 19. Click OK

12. This is the first item in the Custom Toolbar

13. More can be added as needed.

14. 20. Select List of Citations.

15. 21. Click ‘Create Report’

16. 22. Key in a source number 23. Click OK

17. 8. Key in a source number 9. Click OK The report can be printed if desired. Select ‘Close’ to return to TMG

18. This presentation is available to download from http://ottawa-tmg-ug.ca Go to Articles & Presentations