Notes and Note Records

  • Skill Level: Advanced, Intermediate, and New User
  • FH versions: V4, V5, V6, and V7
  • In Topics: Notes 

There are many methods of entering various kinds of notes in FH that are explained very well in the Family Historian Help. This article describes what you might want to use them for.

There are two sorts of notes in ƒh version 6 and below: Note Records (sometimes called Shared Notes); and Local Notes (tightly associated with other records). Version 7 adds a third type: Research Notes, and also introduced AutoText (re-usable text) and Integrated Word Processing within Notes.

Research Notes are covered in Planning and Tracking Your Research.

Note Records

Note Records have a one-to-many relationship with other records, i.e. ‘Member Of The Choir’ can have many individuals linked to it. The advantage is that you don’t have to type out the same item a number of times.

Some users use Note Records to acknowledge all researchers instrumental in putting together the family tree. The advantage is that the information is against all people if the tree were to be split; the disadvantage is that the Gedcom increases in size and may need editing (see below).

Local Notes

Local notes are not actually stored as records, but as fields against other records. Local notes, as for shared notes, can be attached to Individuals, Families, Sources and Places, and also to Facts against both Individuals and Families.

Local Notes apply to one record only i.e. ‘Member of the Choir’ would appear against that individual only.

Individual Note

These apply to a single individual.

Family Note

These apply to both partners in a marriage i.e ‘Member of the Choir’ would appear against both of them.

What Restrictions Are There?

In ƒh version 6 and below the only formatting allowed is space characters, horizontal tabs, and paragraphs. ƒh version 7 introduced AutoText (re-usable text) and Integrated Word Processing within Notes that supports full formatting.

How Can I Remove Notes From Sources?

You should be able to write a Query on the Source Records and use the delete column option to delete the notes on all the sources.

How Can I Edit Multiple Local Notes?

Either use the Edit > Find and Replace command, or the Search and Replace Plugin, or by Using a Text Editor with GEDCOM Files.

Last update: 18 Mar 2024