Compile Kenedy Directory Information

With this process, you can compile your data for the annual Official Catholic Directory, known as the Kenedy Directory1. On the Information tab, click Families > Processes > Kenedy Directory Information.

You have three options for compiling. If you compiled data last year using this process, you can select option one or two to display that information for comparison as you create this year's report. No matter which option you select, you can manually overwrite any information.

If you...Then select...
Track all personal and sacramental data in PDS and want to automatically calculate your numbers for the Kenedy DirectoryOption One
Want to use the previous year as a guide, but prefer to make manual or estimated counts for this year's results instead of automatic calculationsOption Two
Have never compiled your Kenedy data and don't want to automatically calculate your numbers for the Kenedy DirectoryOption Three

Option One - Use Program Data to Calculate Statistics

Select this option for accuracy and speed. This compiles all of the statistical data that requires calculation: numbers of students, teachers, registered households, baptisms, and so on. You can select this option even if you didn't use PDS to compile your data last year, but the data fields that display last year's results are blank.
Tip: Remember that the program can't count data you don't track.
  1. Select Use the Data in the program to calculate statistics, and click Next.
  2. Select the options you want to use to determine which families and members are included in the calculations.
  3. Select whether to calculate registered households, individuals, and deaths. If you calculate individual Catholics, select at least one keyword that designates them as "Catholic". Click Next.
  4. Select who you want to include and a calculation method for each. Click Next.
  5. Select the sacraments you want to calculate as well as the keyword values for each. Click Next.
  6. Enter information for the Kenedy Directory.
    Note: This information prints at the top of the final report and typically doesn't change from year to year. If you compiled your directory data last year, it displays in the left column.
  7. Enter or update your information for the current year, and click Next to proceed through each window of the process. On the final window, the report generation options display.
  8. Select whether you want to print your Kenedy data, create a file, or save the data for the following year. You can select any or all options. If you create a file, enter the path and file.
    Tip: If you select to create a file, the data generated by the report will be saved in the location you specify in the File Name field. The file is saved in Comma Separated Values (.csv) format which can be imported into a number of programs, such as spreadsheet applications. The file contains three columns: Category, Old Value, and New Value. Each line after the heading represents information from one line of the report. Although Kenedy doesn't currently accept digital files for the directory, this is a way for you to save a digital version of your information.
  9. Click Finish. If you print the report, the Print List dialog box displays.

Option Two - Start with Information Used Last Year

If you used PDS to generate your Kenedy information last year, select this option to view that data alongside the fields where you enter this year's information. With this option, you must enter all statistical data manually.
  1. Select Start with information used last year, and click Next.
  2. If necessary, update the information for the Kenedy Directory.
    Note: This information prints at the top of the final report and typically doesn't change from year to year. If you compiled your directory data last year, it displays in the left column.
  3. Enter or update your information for the current year, and click Next to proceed through each window of the process. On the final window, the report generation options display.
  4. Select whether you want to print your Kenedy data, create a file, or save the data for the following year. You can select any or all options. If you create a file, enter the path and file.
    Tip: If you select to create a file, the data generated by the report will be saved in the location you specify in the File Name field. The file is saved in Comma Separated Values (.csv) format which can be imported into a number of programs, such as spreadsheet applications. The file contains three columns: Category, Old Value, and New Value. Each line after the heading represents information from one line of the report. Although Kenedy doesn't currently accept digital files for the directory, this is a way for you to save a digital version of your information.
  5. Click Finish. If you print the report, the Print List dialog box displays.

Option Three - Start with a Blank Form

You can select this option if you didn't use PDS to compile your data last year and want to manually enter your statistical data.
  1. Select Start with blank form and enter all information, and click Next.
  2. Enter information for the Kenedy Directory.
    Note: This information prints at the top of the final report and typically doesn't change from year to year.
  3. Enter or update your information for the current year, and click Next to proceed through each window of the process. On the final window, the report generation options display.
  4. Select whether you want to print your Kenedy data, create a file, or save the data for the following year. You can select any or all options. If you create a file, enter the path and file.
    Tip: If you select to create a file, the data generated by the report will be saved in the location you specify in the File Name field. The file is saved in Comma Separated Values (.csv) format which can be imported into a number of programs, such as spreadsheet applications. The file contains three columns: Category, Old Value, and New Value. Each line after the heading represents information from one line of the report. Although Kenedy doesn't currently accept digital files for the directory, this is a way for you to save a digital version of your information.
  5. Click Finish. If you print the report, the Print List dialog box displays.

Kenedy Directory Field Information

Calculations for the Kenedy Directory windows

These fields are only applicable and visible if you selected Option One.

Calculate the Number of Individual Catholics

Select to calculate the number of individuals with one or more of the selected keywords on his or her record. This assumes that User Keyword 1 has been established as "Religion". Select at least one option to continue.

Calculate Number of Deaths

Select to calculate the number of deaths that occurred during the period. Only those individuals who have a date entered for Deceased are included.

Calculate Number of Brothers
There are two ways to define a brother:
  • Calculate based on "Bro" or "Brother" in Title—The program counts members who are male and have "Bro.", "Bro", or "Brother" in the title of the name.
  • Calculate based on Personnel Type—Specify the value you're using in the Personnel Types list to mean "brother".
Calculate Number of Sisters
There are two ways to define a sister:
  • Calculate based on "Sr." and "Sister" in Title—The program counts members who are female and have "Sr.", "Sr.", or "Sister" in the title of the name.
  • Calculate based on Personnel Type—Specify the value you're using in the Personnel Types list to mean "sister".
Calculate Lay Teachers
There are two ways to define a lay teacher:
  • Calculate based on Teachers in School Office—Select only if you share a common data file with PDS School Office. The program counts members who are entered as teachers in School Office and not designated Inactive.
  • Calculate based on Personnel Type—Specify the value you're using in the Personnel Types list to mean "lay teacher".
Calculate Number of School Students
There are two ways to define a school student:
  • Calculate based on Students in School Office—Select only if you share a common data file with PDS School Office. The program counts members who are entered as students in School Office and not designated Inactive.
  • Calculated based on Member Keyword—Specify the value you're using in the Member Keyword list to mean "school student".
Calculate Number of Cat/RE Students
Select to calculate the number of catechetical or religious education students. There are two ways to define a catechetical/religious education student:
  • Calculate based on Students in Formation Office—Select only if you share a common data file with PDS Formation Office. The program counts members who are entered as students in Formation Office and not designated Inactive.
  • Calculate based on Member Keyword—Specify the value you are using in the Member Keyword list to mean "school student".
Calculate Number of Baptisms

Since sacrament names can be customized, select which sacrament name is used for "baptism". Specify the latest age that a baptized child should be considered an infant. The default age is 7.

An individual is included in this category if all of the following are true:
  • they have a sacrament matching the keyword you selected for baptism
  • the status for the sacrament is Approximate, Yes, or blank
  • the sacrament place matches the place you added for your parish (in other words, the sacrament occurred at your parish)
  • the date for the sacrament falls within the date range specified
Calculate Number of Confirmations

Since sacrament names can be customized, select which sacrament name is used for "first communion".

An individual is included in this category if all of the following are true:
  • they have a sacrament matching the keyword you selected for confirmation
  • the status for the sacrament is Approximate, Yes, or blank
  • the sacrament place matches the place you added for your parish (in other words, the sacrament occurred at your parish)
  • the date for the sacrament falls within the date range specified
Calculate Number of Marriages

Since sacrament names can be customized, select which sacrament name is used for "marriage".

An individual is included in this category if all of the following are true:
  • they have a sacrament matching the keyword you selected for marriage
  • the status for the sacrament is Approximate, Yes, or blank
  • the sacrament place matches the place you added for your parish (in other words, the sacrament took place at your parish)
  • the date for the sacrament falls within the date range specified
Note: If one or both partners in a marriage don't have one of the religion keywords that means "Catholic", the marriage is counted as one interfaith marriage. Marital status works similarly, but uses the selected marital status selections instead of religion keywords.

Corrections and Additions windows

Placement City and other parish information

The placement city can be a city or county. Typically, the placement city and parish address don't change from year to year.

Parish Personnel

You can enter up to six people this way.

Residency/Rectory

Enter information for the rectory unless it's the same as the parish address. Select Suppress from print to notify Kenedy that you don't want this information included in the directory.

School Address

If your organization is a school or has a school, enter its address information here. If you calculate the number of sisters, brothers, and school students, those figures also display in this window. Select Suppress from print to notify Kenedy that you don't want this information included in the directory.

Catechesis/Religious

Enter Formation information. If you calculate the number of catechetical or religious education students, that figure displays on this page. Select Suppress from print to notify Kenedy that you don't want this information included in the directory.

Additional Addresses

Enter any addresses that you haven't specified yet. Select Suppress from print to notify Kenedy that you don't want this information included in the directory.

Statistical Overview

If you select to automatically calculate statistics, the totals display. At this point, you can still overwrite the values manually if you believe they aren't accurate.

Vital Statistics
Similarly, these values are automatically calculated based on your previous selections and the information in your database.
CAUTION: The field Received into Full Communion isn't automatically calculated. You must enter the value manually.
1 Note that PDS is not affiliated with the Kenedy Directory.