Family Historian User Group

Sorry about my lack of clarity - just because I was making the connection between two posts - doesn’t mean the reader will. The imported links are the SOUR.REPO and these are the ones I would like to delete. Depending on the source, I would be classified as a lumper. I delayed a lot of data entry wa...

I plan to update all the Source templates so I would like to keep the link created when doing the Source in FH.
I created a custom tab in the Repository property box, but still struggling with the correct data reference to get the link to display.

RM8 Source records can be linked to a Repository record, but this is done outside/independent of the fields when creating the Source record as shown below. There is no repository field when setting up the Source record templates in RM. RM Source Link1.png These imported fine and are shown as SOUR.RE...

You are correct, I thought the Prepared Source Citation referred to any Source Citation I had prepared. Your response led me to investigate Prepared Source Citation in the FH help and KB. Now I understand there is only one Prepared Source Citation in existence at any time and that the only reason th...

I apologize for combining two topics on the one post. I am trying to get all my “playing” done before I pulled the trigger on creating a “clean set up”. It seems every time I think I am ready to go, and hence my OP, I discover something else, I want to make sure I understand how it works before I cr...

Mike, you may be thinking of this topic 18603|US Census 1940 where the problem was that some of the extra columns at the bottom of the page in the US 1940 census were for supplementary questions only required for a sample of people. There was some discussion about whether they should be omitted fro...

If your browser can open the file, it will do - things like text files, images, PDFs (probably) will open in a browser with no problem. Other files like Word documents, Excel spreadsheets, etc., are like to "download" to your Downloads folder, which is probably not the desired behaviour, ...

Does it matter what type of file it is? For example Word doc, spreadsheet, PDF

I was going to import a small RM with only about 10 individuals, use the plugin to create what would be small RM Import collection. My thought was with a limited number of records, it would be easier to manage.

I missed the "hidden" reference. I found the files with a search of the C drive for "Calico" and compared to the file I found with copy and past of the file path from your post and copy and paste of file path from KB as double check. I have always uninstalled programs via the sta...

Thanks Mike,
Looks like the main value of the Header record to me (other than whatever CP is doing with it behind the scenes) is that by having it show up as a linked record, it provides a quick visual "flag" to identify media attached to citation when it was not intended to be.

Thanks Mike and Lorna Looks like I should be OK with 8 elements, but most likely will end up with some unused elements in the place field and will have to be careful with counting commas during my data entry. This strategy comes with commitment to make regular use of the Tools > Work with Data > Pla...

Mike - attached is image of the program file structure and wanted to confirm these represent your items 3 and 4 that should be deleted along with the project folder in my documents. The only folder in (C) > Program files (x86) > Calico Pie is the Family Historian PDF folder. If I understand correctl...

Although not pertaining specifically to the placement of commas, this was one of the more recent posts dealing with Addresses and Places. My question may have fit better with older posts like: 11937|Best format of PLACe and ADDRess for Map Geocoding 12965|Addresses - Suggestion for Best Practice but...

I downloaded your update and ran the plugin. The =LinksTo() pop up did not occur and I do not see the link to the Header record on any of the Media records I selected, including the Media record shown in the image I posted. Should I see this or is this just something FH is keeping track of in the ba...

Download and run the Create Source Template Definitions plugin. That will create definitions for any templates that don't have them already. You can then delete any definitions that you no longer require. I was concerned with the plugin overwriting definitions already in the file, but if I understa...

I could not find anything in the KB nor did I see any thread were this was discussed so started a new subject. I am a FH newbie and still trying to learn my way around the software. I was linking and un-linking a media record to various Facts /Sources / Citations / Individual Records etc to gain a b...

Sooooo much to learn and sooooo little time.

Yes, I love the Show Media button – and utilizing it was what lead me to a search through the forum and Knowledge Base for the cause of the duplicate images appearing – it took me a bit to figure out one was attached to the fact and one was attached to the citation. Since starting with RM, I have my...

May I add that before committing to a whole-hearted strategy of adding Source documents to Facts instead of Sources, please check how they appear in Reports. For example, if you adopt the same strategy for Census pages, then each person in the household would have the same media image attached to t...

Trying to learn as much as I can about various plugins as I start my FH master file. What is the advantage of using this plugin vs the backup prompt when you close FH? Or should I be using both?

In my "pondering", the light bulb came on that I better decide what approach/methodology I was going to use with place and addresses and what impact that might have on utilizing place records in the source record entry. :o Within the context of sources/citations, I have decided on the appr...

Will have to "ponder" on a new/different strategy for source/citation templates. In the context of sources, I defined "Jurisdiction" as the entity that was responsible for the records being cited. Sometimes that was a "geographical place" that would fit the definition o...

I am working through the same issue with my source/citation templates and want to make sure I understand how FH handles the fields I create. If I have a field in my template I titled, for example, "Jurisdiction" and set the Field Type as Place - then FH will create a link to and pull in th...

I have spent a great deal of time and effort adapting EE style source citations to database templates in both RM and FH. In terms of full disclosure - I plan to continue along this path. It is not that I think the EE style is better than other styles, it is because I started with RM7 which was based...