Source Title & Type Templates

These small templates allow certain titles and names to be customised. All users should be conversant with them such that a consistent naming strategy can be devised.

Remember to use Help to obtain extra advice, and hover the mouse over buttons and boxes to obtain a brief Tooltip.

These options allow each Source Record Title to be dynamically customised, primarily for Method 1 source data entries.

• If necessary, open Ancestral Sources
• Use Tools > Options > Census settings - method 1 and note the Example shown below the template.
  • Delete the keywords {PLACE} and ({OTHER}) and note how the Example changes.
  • Click on the << button and choose {KEYPERSON.SN_GN.CAPS} from the dropdown list.
• Use Tools > Options > Baptism settings - method 1 and note the Example shown below the template.
  • Delete the entire template.
  • Click on the << button and choose the keywords {KEYPERSON.SN_GN.CAPS} and {YEAR} and {SOURCETYPE} in turn.
  • Ensure a space is entered between each item.
• Use Tools > Options > Marriage settings - method 1 and note the Example shown below the template.
  • Delete the entire template.
  • Click on the << button and choose the keywords {KEYPERSON.SN_GN.CAPS} and {SPOUSE.SN_GN.CAPS} and {YEAR} and {SOURCETYPE} in turn.
  • Insert an ampersand & between the key person & spouse, and ensure a space is between each item.

Note how each Example shows the key person name in the same style as Family Historian uses in the Individual Records window when Installation Settings apply. Other Keywords Sub-tags may be better for other settings.

Source records named in this way can sort individuals together, with their events in date order.

These options allow each Multimedia Record Title to be dynamically customised for linked image entries.

• If necessary, open Ancestral Sources
• Use Tools > Options > Census settings and experiment with the Census Image Title Template in a similar way to the templates above.
• Use Tools > Options > Baptism settings and experiment with the Baptism Image Title Template in a similar way to the templates above.
• Use Tools > Options > Marriage settings and experiment with the Marriage Image Title Template in a similar way to the templates above.

The date keywords {YEAR}-{DATE.MONTH.NUM2}-{DATE.DAY2} can be combined to create a title component such as 1851-03-30 that allows records to be sorted in date order.

• If necessary, open Ancestral Sources
• Use Tools > Options > Baptism settings and hover the mouse over the Source Type box to obtain its tooltip.
• This tooltip explains that the keyword {SOURCETYPE} is supported, and will be replaced by Baptism or Christening depending on the setting of the Use christening fact instead option below.
• Click Cancel and close Ancestral Sources

Auto Text Templates