* Mass Change of Where Within Source

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David Potter
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Mass Change of Where Within Source

Post by David Potter » 11 Aug 2016 12:06

Hi Forum

I have a need to mass update all citations for a specific source - namely the field 'Where within Source' due to an error with an AS - Census Template.

I am using the Plug-In 'List all Citations for a Source', which lists each Citation and I double click the 'Where Within Source' column and I'm presented nicely in the Citation field where I need to make the change. All very nice, but painfully slow and I need to handle each Cited record one by one.

is there a way to make a mass change of this field 'Where Within Source' by feeding the desired value and have all cited records for the particular source mass changed?

Many Thanks

David

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tatewise
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Re: Mass Change of Where Within Source

Post by tatewise » 11 Aug 2016 12:24

The Search and Replace Plugin might do the job, especially if it is the same change throughout.

Run the plugin and in Basic Filters ensure only the Where Within Source fields option is ticked.
In the Search box at top enter the current field text.
In the Replace box below enter the new field text.

Click the Search & Replace button.
If after using Replace a few times it looks OK, then untick Confirm every item found.

In the resulting Result Set check all the changes are OK.
If not then use Edit > Undo Plugin Updates.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry

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David Potter
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Re: Mass Change of Where Within Source

Post by David Potter » 11 Aug 2016 13:43

Hi Mike

Very nice - spot on. Many thanks that has saved me hours.

David

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judecosh
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Re: Mass Change of Where Within Source

Post by judecosh » 13 Nov 2020 11:52

Hi Forum

I rather foolishly left out the folio reference in my 1851 census citations (where within source field) and would like to update the relevant records (census, birth, occupation and name) to correct this. The List All Citations for a Source plugin gives me the list of records I need to change and I can use the Search and Replace plug in for each fact (using a query to select the fact and therefore individuals attached to the source) but I can't find a way to update the citation on the name.

In summary I have two questions:
Is there a way to bulk update all of the records that the List All Citations for a Source finds if the where within source contains for example Page 33 to Folio 206, Page 33?
If not, is there a way to bulk update the source citation on the name?

Thanks in advance

Jude

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tatewise
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Re: Mass Change of Where Within Source

Post by tatewise » 13 Nov 2020 12:44

Yes, Jude, that should be possible.

After running the List all Citations for a Source plugin, select all the cells in the lefthand column of Individual Records.
Then use the cog Query Menu > Add Selected Cell Records to Named List... and choose an appropriate Named List.

Now run the Search and Replace plugin and in Search Scope select Individual Records (INDI).
Click the Select Records button and on its Named Lists tab choose the list from above, click >> Add All and click OK.

On the Extra Filters tab, ensure that only Where Within Source fields is ticked.

So now the scope is restricted to Where Within Source fields associated with just the chosen Individuals.

On the Major Options tab, edit the Search box to hold Page 33 and the Replace box to hold Folio 206, Page 33 then use the Search & Replace and monitor that only the desired Source record Citations are adjusted just in case Page 33 occurs in some other Citations.

BTW:
It is possible to make the Search more rigorous and check that the Where Within Source field contains nothing but Page 33 by using the LUA Pattern Mode which is an advanced technique and set Search to ^Page 33$ where ^ and $ anchor the text to the start and end of the field similar to Regular Expressions.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry

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judecosh
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Re: Mass Change of Where Within Source

Post by judecosh » 19 Nov 2020 18:55

Hi Mike,

thanks for that, it looks like it will save me some time, I'll definitely need to pay close attention to it though as the test I just ran proved that the individuals do have the same page number for a different citation.

Jude

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tatewise
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Re: Mass Change of Where Within Source

Post by tatewise » 19 Nov 2020 19:33

Did you try the technique I described in the BTW at the bottom using LUA Pattern Mode?
That will differentiate Where within Source fields that contain only Page 33 from those that have additional text.

If that does not help, then you will just have to be vigilant with accepting and rejecting each change, but still quicker than editing each one by hand.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry

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