Search found 155 matches

by cwhermann
04 Jun 2023 00:01
Forum: Closed Wish List Requests
Topic: [Wish List entry 599] Allow citation fields in bibliography on sources
Replies: 41
Views: 4910

Re: Allow citation fields in bibliography on sources

I moved from RM and addressed this issue within RM before importing. Although RM allows the [access date] citation level field in the bibliography template, it does not work correctly when you generate a report, if you access the same source on multiple dates. RM allows user to create a copy of the ...
by cwhermann
25 May 2023 00:05
Forum: Maintaining the KnowledgeBase
Topic: Citing Sources: Method 1 and Method 2 - comparison table tweaks
Replies: 92
Views: 10262

Re: Citing Sources: Method 1 and Method 2 - comparison table tweaks

I noticed the {collection} field is not included in either example, is that by design?
by cwhermann
05 May 2023 00:36
Forum: Importing
Topic: Switching tips? (RM->FH)
Replies: 37
Views: 5627

Re: Switching tips? (RM->FH)

I look forward to working with AS once I get my “transition cleanup” completed and I can refocus on data entry.
by cwhermann
04 May 2023 02:56
Forum: Importing
Topic: Switching tips? (RM->FH)
Replies: 37
Views: 5627

Re: Switching tips? (RM->FH)

I also migrated from RM7 and am still in the process of cleaning up citations and fact sentences because of issues noted by others. I am also facing a major clean-up of my place records, not because of the transition. I needed to clean up my places in RM before the move, but I decided it would be ea...
by cwhermann
04 May 2023 01:49
Forum: Sources, Citations & Repositories
Topic: Recording the sources for a relationship.
Replies: 29
Views: 4701

Re: Recording the sources for a relationship.

Unread post by Chrisv » 03 May 2023 20:15 I don't understand the need to add citations to the the witness of a birth event. Why do you need to do these extra steps? When I have a child listed in an obituary, I write a citation to the birth event stating the source was from an obituary and if I also...
by cwhermann
22 Apr 2023 22:42
Forum: Closed Wish List Requests
Topic: [Wish List entry 599] Allow citation fields in bibliography on sources
Replies: 41
Views: 4910

Re: Allow citation fields in bibliography on sources

To address this issue, I elected to create a source level field titled YEARS to capture the years I access the source. By using a text field, I can enter a single year or 2011-2013 or even 2020-present. Easy to update, if needed, when entering a new citation from the source. I have done the same thi...
by cwhermann
12 Apr 2023 04:22
Forum: General Usage
Topic: What meta-fields can be used in Footnotes and Bibliographies?
Replies: 31
Views: 1758

Re: What meta-fields can be used in Footnotes and Bibliographies?

I read over the noted thread. I didn't see any mention of someone asking Calico Pie why they set it up as they have. That's a bit odd. Perhaps there was a good technical reason for the limitations imposed. When I first was considering the move from RM to FH7, (before the direct import capabilities ...
by cwhermann
12 Apr 2023 01:21
Forum: General Usage
Topic: What meta-fields can be used in Footnotes and Bibliographies?
Replies: 31
Views: 1758

Re: What meta-fields can be used in Footnotes and Bibliographies?

In a Lumper world, it restricts some approaches one might use per Evidence Explained style. Without going into great detail; trying to use a Lumper/EE-Style and handle ARK links could be a bit messy, as ARKS are most often used as direct links to an item and need to be documented at a citation-leve...
by cwhermann
11 Apr 2023 01:13
Forum: General Usage
Topic: Understanding source templates
Replies: 41
Views: 16892

Re: Understanding source templates

Thanks Mike, I have changed the source templates via the All Tab for the source record so was looking for an "All Tab" for the citation - looked at facts, the citation window - but did not think of the All Tab for the Individual. I have never used the All-Tab for individual to enter data -...
by cwhermann
09 Apr 2023 01:25
Forum: General Usage
Topic: Understanding source templates
Replies: 41
Views: 16892

Re: Understanding source templates

Not sure if this post should be a new thread, but this is the closest thread I saw dealing with the fact that a citation is the link between a fact and a source record. If a citation is a "collection of fields" that create a link between a fact and a source record is there any way change t...
by cwhermann
07 Apr 2023 01:35
Forum: Closed Wish List Requests
Topic: [Wish List 630] Template Design Preview
Replies: 42
Views: 3869

Re: Template Design Preview

I will add a fourth voice in support of this wish list request - once it is added to the project, I have found it "somewhat" quicker to edit the template in the Source Template Record and then once I feel it is correct, going back and syncing the Source Template Definitions with the Source...
by cwhermann
04 Apr 2023 00:30
Forum: General Usage
Topic: How does one manually transition sources from Lumper to Splitter?
Replies: 5
Views: 760

Re: How does one manually transition sources from Lumper to Splitter?

When FH imported the templates fromRM, all the field names were changed to whatever I had used for hints so I ended up with field names like “City or County, State” or “Author of Chapter”. During the process of cleaning up the templates and renaming the fields, I lost the contained data and had to r...
by cwhermann
03 Apr 2023 04:11
Forum: Ancestral Sources
Topic: Can non-autogenerated template fields be made to persist?
Replies: 19
Views: 1787

Re: Can non-autogenerated template fields be made to persist?

Gary, I moved from RM8, follow EE methodology and would consider myself to be a moderate to heavy lumper. I also had a go around with both CP and RM folks about the use of the access date field in the bibliography. I came to the conclusion that even though the RM software allowed it, it did not work...
by cwhermann
31 Jan 2023 00:44
Forum: General Usage
Topic: Connecting multiple copies of same source database
Replies: 11
Views: 1329

Re: Connecting multiple copies of same source database

I try to find the “source of the source” or the records the database was created from. If Ancestry is citing a Family Search database or FHL film number, then I will go to Family Search to see what record they are citing and then locate the actual records. Often images exist on FS. Likewise the oppo...
by cwhermann
21 Jan 2023 19:29
Forum: General Usage
Topic: Essentials Template for Civil Registration Index
Replies: 8
Views: 926

Re: Essentials Template for Civil Registration Index

I have a text field titled Parties that I use in templates for sources where more than one individual is involved such as deeds, marriage records and divorce records, legal case files, etc. Keeping it as a text field allows me to enter multiple individuals in whatever format is needed depending on t...
by cwhermann
12 Jan 2023 02:11
Forum: General Usage
Topic: Citation Template Fields
Replies: 7
Views: 858

Re: Citation Template Fields

by tatewise Curtis, I am interested in why you chose to use custom templated fields rather than the standard generic Where Within and Note fields that seem perfectly suitable for those two pieces of information. I am one of the many RM coverts using FH, using a mixture of "lumped sources"...
by cwhermann
11 Jan 2023 02:13
Forum: General Usage
Topic: Citation Template Fields
Replies: 7
Views: 858

Citation Template Fields

This thread is prompted by the 21427|Updating Source Template Fields already populated - issues discussion. I have two text fields (both entered at the citation level) at the end of all my templated source footnotes. One is titled Annotation which EE would consider an additional layer to the citatio...
by cwhermann
06 Jan 2023 00:31
Forum: Closed Items
Topic: Custom Fact Fields
Replies: 18
Views: 2760

Re: Custom Fact Fields

I am a relatively inexperience user of FH converting from RM and have been focused on cleaning up the source records and footnote templates, but cleaning up my RM facts are next on the list. Given that RM did not distinguish between events and attributes and allowed a description field (or FH {value...
by cwhermann
17 Dec 2022 02:12
Forum: Closed Wish List Requests
Topic: [Wish List entry 599] Allow citation fields in bibliography on sources
Replies: 41
Views: 4910

Re: Allow citation fields in biography on sources

I too am a lumper for the most part and switched fro RM and had to come to terms with this concept. After running several trials with the help of CP help desk, even though though RM allowed the use of Bibliography fields in the citations, it does not work when one creates reports in RM. FH and RM bo...
by cwhermann
11 Dec 2022 04:09
Forum: General Usage
Topic: Name only witnesses
Replies: 2
Views: 800

Re: Name only witnesses

Thanks Mike,
Just getting back to some data entry after setting aside the genealogy for a bit.
by cwhermann
23 Nov 2022 09:25
Forum: General Usage
Topic: Name only witnesses
Replies: 2
Views: 800

Name only witnesses

I am trying to create a sentence template for the various facts that incorporate multiple (or plural) witnesses for a given role where one or both may be Name Only witness. Presently I am working on the Will fact and have created a role "witness to will" to capture the names of witness(es)...
by cwhermann
20 Nov 2022 13:13
Forum: General Usage
Topic: How to sort results by surname when using Work with Data option?
Replies: 28
Views: 2704

Re: How to sort results by surname when using Work with Data option?

Not sure if this would make it easier, but there is a built in function within excel to split comma separated values into rows or columns. I have used it often in mail merges to tale a cell that contains, for example Surname, Given and create a cell with the Surname in one column and the Given in an...
by cwhermann
12 Nov 2022 02:14
Forum: Plugin Technical Support & Development
Topic: Error when running 'Change Any Fact Tag'
Replies: 13
Views: 2384

Re: Error when running 'Change Any Fact Tag'

Worked great - changed a couple of RM attributes to a different RM attribute with no problems.
by cwhermann
30 Oct 2022 03:12
Forum: General Usage
Topic: FamilySearch Id
Replies: 31
Views: 8303

Re: FamilySearch Id

Post by jmurphy » 12 Oct 2022 16:10 I hate to throw a monkey wrench into the works, but -- What I would like to do is create a custom FamilySearch Family Tree ID field that allows me to store the ID for my own use, along with the date I entered the ID to Family Historian. See my screen shots in pre...