The options highlighted with ** are important to get correct from the outset, otherwise your GEDCOM database will need a great deal of subsequent editing.<\/p>\n
Remember to use\u00a0Help\u00a0to obtain extra advice, and hover the mouse over buttons and boxes to obtain a brief\u00a0Tooltip.<\/p>\n
Throughout the tutorials the notation \u2018Option1\u00a0>\u00a0Option2\u00a0>\u00a0Option3\u00a0button\u2019 means select menubar\u00a0Option1, then\u00a0Option2, and finally click the\u00a0Option3\u00a0button.<\/p>\n
It is feasible to copy & paste many of the data values from the tutorial scripts directly into Ancestral Sources input forms.<\/p>\n
Before you start the tutorial, please Configure Initial Settings<\/a>.<\/p>\n Most of these options customise the user interface, but a few adjust global interactions with\u00a0Family Historian. They apply to all\u00a0Source Types\u00a0handled by\u00a0Ancestral Sources.<\/p>\n Newcomers in particular are recommended to work with the default installation settings, until sufficient experience is gained to make an informed choice.<\/p>\n Remember to use\u00a0Help\u00a0to obtain extra advice, and hover the mouse over buttons and boxes to obtain a brief\u00a0Tooltip.<\/p>\n Use\u00a0Tools\u00a0>\u00a0Options\u00a0to open the\u00a0Options\u00a0window and ensure\u00a0General settings\u00a0is selected.<\/p>\n The\u00a0Folders\u00a0options allow the location of administration files to be specified. They should not be changed, unless you need to move them to another disk drive, or into a\u00a0Dropbox\u00a0<\/a>folder, or similar\u00a0Synchronisation & Backup<\/a>\u00a0folder. Use the\u00a0Help\u00a0button to obtain more details.<\/p>\n Every time changes are saved to the GEDCOM file a backup copy is saved, and by default only the most recent\u00a010\u00a0backups are retained. This number can be changed, and if set to\u00a00\u00a0then all backups are retained.<\/p>\n Usually the [Record ID] is used to identify individuals, but ticking\u00a0Use Custom IDs\u00a0will substitute the <Custom ID> if it exists, and allow it to be specified when adding new Individuals.<\/p>\n These options specify how individuals are identified in lists on the main screen. You can opt to\u00a0Show birth date,\u00a0Show ID, or\u00a0Show birth date and ID. If a\u00a0Birth Date\u00a0does not exist, then the\u00a0ID\u00a0will be substituted.<\/p>\n This determines how, for example, a Birth Year is estimated from a known Date and Age.<\/p>\n Select\u00a0Simple dates\u00a0and the\u00a0Age\u00a0is simply subtracted from the\u00a0Date Year. Select\u00a0Smart dates\u00a0and if the\u00a0Date\u00a0falls before the end of\u00a0June, then\u00a01\u00a0extra year is subtracted. This specifies how to recognise sources in the GEDCOM file as being a particular Source Type. This is principally used with Recording Method 2 as discussed in Census Settings and Baptism Settings and Marriage Settings below, but also when you Add Images to Sources<\/a> \u00a0Most users should find that the default filter settings do not need to be changed.<\/p>\n Close the Options window by clicking Cancel, use View > Add Images to Existing Sources, then from the Type: drop-down list select Census, and note the Source: list is empty.<\/p>\n Use\u00a0Tools\u00a0>\u00a0Options\u00a0and from the\u00a0Source type:\u00a0list select\u00a0Census, and ensure\u00a0Source title includes:\u00a0is selected, then enter the letter\u00a0a\u00a0in the box and click\u00a0Save. This adds an extra filter that will recognise any\u00a0Source Record\u00a0with an\u00a0a\u00a0in its\u00a0Title\u00a0as being a\u00a0Census.<\/p>\n Close the\u00a0Options\u00a0window by clicking\u00a0OK, use\u00a0View\u00a0>\u00a0Add Images to Existing Sources, then from the\u00a0Type:\u00a0drop-down list select\u00a0Census\u00a0again, and note the\u00a0Source:\u00a0list now includes several\u00a0Source Records\u00a0all with\u00a0a\u00a0in their\u00a0Title.<\/p>\n Click the Reset\u2026 button and from the Choose the settings to be reset: list select Reset census settings only and click OK. Notice that the Census filter list modified above has been reset.<\/p>\n When entering a date such as 5\/10\/1800 it could be interpreted as 5th October 1800 with Use day\/month\/year format or 10th May 1800 with Use month\/day\/year format. The default is automatically determined from the Windows control panel settings. However, you can choose to change this if necessary.<\/p>\n Most users prefer a single Birth Event per individual, linked to multiple Citations and Sources.<\/p>\n If you prefer to record multiple\u00a0Birth Events\u00a0where different\u00a0Sources\u00a0give conflicting information, then tick\u00a0Offer to create multiple births for individuals.<\/p>\n However, you should also tick\u00a0\u2026even if existing birth includes place and date\u00a0on the\u00a0Census settings\u00a0page, to ensure the multiple births option is presented.<\/p>\n Then when the data is saved, the\u00a0Birth Event Suggestions\u00a0will include the option to\u00a0Create an additional birth event with date and place suggested.<\/p>\n Version 2.0 introduced the ability to create Repository links, but this can be disabled by clearing the Allow repository use tick option.<\/p>\n The\u00a0Use multi-line address\u00a0option enables the multi-line edit button even for single line Addresses, but is not recommended.<\/p>\n Clear the\u00a0Associated Individuals \u2013 separate line in local notes\u00a0option to list such Individuals on one line separated by commas.<\/p>\n The\u00a0Same-sex relationships\u00a0option relaxes the rule that partners, and fathers & mothers are of opposite gender. Transcriber defines the name of the person entering data and is only relevant to the {SYSTEM.TRANSCRIBER}<\/a>\u00a0auto-text keyword.<\/p>\n Whole person citations link the whole Individual Record to an associated Source Record.<\/p>\n These citations may be created just\u00a0for new individuals\u00a0being added, or\u00a0for all individuals\u00a0involved in the data entry.<\/p>\n Name citations link just the Individual Name field to an associated Source Record.<\/p>\n These citations may be created just\u00a0for new individuals and name changes\u00a0being added, or\u00a0for all individuals involved in the entry.<\/p>\n By default\u00a0Ancestral Sources\u00a0only creates\u00a0Individual Name\u00a0field citations\u00a0for new individuals and name changes.<\/p>\n<\/div><\/details><\/div>\n Newcomers in particular are recommended to work with the default installation settings, until sufficient experience is gained to make an informed choice. However, you need to pay particular attention when choosing your source recording method (Method 1 for ‘source splitters’ and Method 2 for ‘source lumpers’ ) so please see Working with Sources and Citations<\/a> for advice before continuing, if you have not already done so. Items marked ** need particular consideration, as you may not wish to work with the default settings.<\/p>\n Remember to use\u00a0Help\u00a0to obtain extra advice, and hover the mouse over buttons and boxes to obtain a brief\u00a0Tooltip.<\/p>\n Use\u00a0Tools\u00a0>\u00a0Options\u00a0to open the\u00a0Options\u00a0window and ensure\u00a0Census settings\u00a0is selected.<\/p>\n Method 1\u00a0creates a separate\u00a0Source Record\u00a0for each household Census return, with the\u00a0Text From Source\u00a0field containing its transcript, plus\u00a0Multimedia\u00a0links to any Census Form images, and optionally a\u00a0Repository\u00a0link to identify where the original is lodged. Then every\u00a0Fact\u00a0gleaned from this source cites the\u00a0Source Record. So every\u00a0Census,\u00a0Birth,\u00a0Occupation,\u00a0Residence, and new\u00a0Name\u00a0for each person in the Census is linked to the one source via a\u00a0Citation\u00a0that often contains little information apart from an\u00a0Entry Date\u00a0and\u00a0Assessment. This method will result in many sources, but each transcript and associated notes and images are all recorded in one place, which makes corrections and updates easy to perform.<\/p>\n Method 2\u00a0usually has one\u00a0Source Record\u00a0for an entire Census year such as \u201cCensus UK 1851\u201d, and every\u00a0Fact\u00a0gleaned from this Census year cites the\u00a0Source Record. So every\u00a0Census,\u00a0Birth,\u00a0Occupation,\u00a0Residence, and new\u00a0Name\u00a0for each person in that Census year is linked to the same source via a\u00a0Citation\u00a0with an\u00a0Entry Date\u00a0and\u00a0Assessment. The\u00a0Citation\u00a0may use its\u00a0Text From Source\u00a0field to hold a household Census transcript, but this results in duplicate copies of the same data for all the\u00a0Facts\u00a0gleaned from that household Census. Alternatively, the transcript may be placed in a linked\u00a0Note\u00a0record, which avoids the duplication.\u00a0Multimedia\u00a0links to any Census Form images may be attached either to each\u00a0Citation\u00a0or each\u00a0Fact. This method will result in very few\u00a0Source Records\u00a0and is a better choice if transcriptions and image links are not usually required.<\/p>\n When you\u00a0Populate the Census Grid<\/a>\u00a0on the main screen, there are several columns where\u00a0Ancestral Sources\u00a0can automatically enter an existing value derived from your GEDCOM data. For example, if a person has a\u00a0Birth Event\u00a0then the\u00a0Date\u00a0field can be used to calculate their\u00a0Age.<\/p>\n The tick options in this section let you to choose the columns for which these suggested values may be entered. If necessary you may manually change these values to match the actual Census data.<\/p>\n It is all too easy to forget to complete all the details before you\u00a0Save to Family Historian\u00a0and these options let you choose which warnings you prefer.<\/p>\n There is also an\u00a0Offer to retain settings\u00a0option that allows data entered to be carried forward to a subsequent entry.<\/p>\n When you Save to Family Historian, <\/a>\u00a0Ancestral Sources can offer Birth Event suggestions where better Place or Date details are available from the Census.<\/p>\n These suggestions are enabled by ticking the\u00a0Offer to create birth facts\u2026\u00a0option, and can be further enabled\u00a0\u2026even if existing birth includes place and date.<\/p>\n In the\u00a0UK 1841 Census\u00a0ages over\u00a015\u00a0were usually rounded down to the nearest multiple of\u00a05, so\u00a0between dates\u00a0is a better suggestion for the\u00a0Birth Date\u00a0in such cases, and this option can be enabled here.<\/p>\n Ancestral Sources\u00a0automatically creates an\u00a0Occupation Fact\u00a0for each person with an entry in the\u00a0Occupation\u00a0column of the Census.<\/p>\n The\u00a0Address\u00a0field is never filled in, because the Census address is unlikely to also be the work-place address, but the work-place is probably nearby, so the\u00a0Record census place in occupation\u00a0option allows the Census\u00a0Place\u00a0to be recorded as the Occupation\u00a0Place\u00a0too.<\/p>\n There is also the option to\u00a0Record individual age in occupation, although this is not usually considered relevant to the\u00a0Occupation Fact.<\/p>\n Children often have\u00a0Scholar\u00a0entered on the Census as their occupation, and the\u00a0Record scholar as occupation\u00a0option allows an\u00a0Occupation Fact\u00a0to be created in this case.<\/p>\n The\u00a0Source Type\u00a0option allows the specified text, such as\u00a0Census, to be entered in the\u00a0Type\u00a0field of the\u00a0Source Record. If this field is altered, it is easy in\u00a0Family Historian\u00a0to use\u00a0Tools\u00a0>\u00a0Work with Data\u00a0>\u00a0Source Types\u00a0>\u00a0Replace with\u00a0and change all existing\u00a0Source Records\u00a0to match.<\/p>\n The\u00a0Citation\u00a0has an\u00a0Assessment\u00a0field with values such as\u00a0Primary evidence\u00a0and\u00a0Secondary evidence, which can be automatically entered by selecting the\u00a0Citation Certainty\u00a0option. It is popular to tick this option and choose\u00a0Primary evidence\u00a0to indicate the official first-hand nature of a national Census.<\/p>\n The\u00a0Citation\u00a0also has an\u00a0Entry Date\u00a0field, and the\u00a0Use Citation Entry Date\u00a0option allows the\u00a0Census Date\u00a0to be automatically entered. It also allows\u00a0Today\u2019s Date\u00a0to be entered, but is not the intended use in the\u00a0GEDCOM\u00a0standard.<\/p>\n Sometimes the start of the Census reference is known. For example, the\u00a0UK 1851 Census\u00a0always starts its reference with\u00a0HO107. The\u00a0Automatically start census reference\u00a0option allows this value to be entered automatically in the\u00a0Ref ID\u00a0field on the main screen.<\/p>\n Usually the Census information is recorded in a\u00a0Census Fact, but some users prefer to use a\u00a0Residence Fact, or even both Facts, and this can be selected here.<\/p>\n The Census Grid columns can be automatically entered into the main screen Text field as a transcript of the Census. This section allows the column separator character(s) to be chosen. See the Edit Auto Text and Note<\/a> tutorial for examples of using these options. The Other box allows {TAB} to be entered to represent a tab character.<\/p>\n There are pros and cons for each alternative, and the how to\u00a0Tabulate Multiline Text in Records and Reports<\/a>\u00a0guide offers some workable solutions.<\/p>\n The\u00a0Blank line after titles\u00a0option allows a blank line to be inserted below the column headings.<\/p>\n The\u00a0Quotes around elements\u00a0option places inverted commas (\u201c) around the data in each cell to make it compatible with the popular spreadsheet\u00a0Comma Separated Value (CSV)\u00a0format. In particular it\u00a0hides\u00a0the commas often found in the\u00a0Where Born\u00a0column to specify\u00a0Place\u00a0information.<\/p>\n Some\u00a0Census Grids\u00a0have columns that could be recorded in\u00a0Physical Description,\u00a0Nationality, or\u00a0Religion\u00a0facts, and these options enable or disable such facts being created.<\/p>\n Some\u00a0Census Grid\u00a0columns have the option to record their data in the\u00a0Census Fact\u00a0or\u00a0Occupation Fact\u00a0local\u00a0Note\u00a0field.<\/p>\n The options in this section allow the column\u00a0Titles\u00a0to be included in the\u00a0Note\u00a0field, allow notes to be separated by\u00a0Newline\u00a0or\u00a0Comma, and whether to enclose the notes in double square brackets ([[ ]]) to make them\u00a0Private.<\/p>\n This field defines one of the\u00a0Title\u00a0options available when you use\u00a0Add Multimedia Image. It allows template keywords to be used, which are described in the tutorial\u00a0Working With Templates.<\/p>\n It is advisable to choose a consistent naming convention for\u00a0Multimedia\u00a0that assists in locating records and images, both in the\u00a0Multimedia Records\u00a0window of\u00a0Family Historian, and in the\u00a0File Name\u00a0details of\u00a0Windows Explorer. The default settings are a good starting point and many users also add the Head of household\u00a0{KEYPERSON.SN_GN.CAPS}\u00a0after the\u00a0{REF}.<\/p>\n This field defines the\u00a0Title\u00a0to be used on the rare occasions when a new\u00a0Source Record\u00a0needs to be created. It allows template keywords to be used, which are described in the tutorial\u00a0Working With Templates<\/a>.<\/p>\n If the\u00a0Link images to entries\u00a0option is ticked, then you can choose either to link them to\u00a0Citations\u00a0or to\u00a0Facts, and whether to link to the\u00a0Census\u00a0entry alone, or to all entries.<\/p>\n In\u00a0Family Historian V3\u00a0both these links are only visible in the\u00a0Individual Property Box\u00a0via the\u00a0All\u00a0tab.<\/p>\n From\u00a0Family Historian V4\u00a0onwards the\u00a0Facts\u00a0multimedia links are visible in the\u00a0Individual Property Box\u00a0on the\u00a0Facts\u00a0tab, so\u00a0Link to facts\u00a0may be a more convenient option.<\/p>\n If you plan to have many image links, then\u00a0Method 1\u00a0may be a better choice.<\/p>\n You can choose to place the main screen Text Census transcript in either in a single linked Note record or in each Citation\u2019s local Text From Source field.<\/p>\n The linked\u00a0Note\u00a0record avoids duplicating the transcript, but is only visible in the\u00a0Individual Property Box\u00a0via the\u00a0All\u00a0tab, or by switching to the\u00a0Note Records\u00a0window.<\/p>\n The\u00a0Citation\u00a0local\u00a0Text From Source\u00a0field is very visible, but the transcript is duplicated in many\u00a0Citation\u00a0fields.<\/p>\n If you plan to have many transcripts, then\u00a0Method 1\u00a0is a better choice.<\/p>\n This field defines the\u00a0Title\u00a0to be applied in creating the\u00a0Source Record. It allows template keywords to be used, which are described in the tutorial\u00a0Working With Templates<\/a>.<\/p>\n It is advisable to choose a consistent naming convention for Source Records that assists in locating them in the Source Records window of Family Historian. The default settings are a good starting point, but many users prefer a template similar to the example in Method 2 above.<\/p>\n When you use\u00a0Add Multimedia Image<\/a> there are useful options in the\u00a0Image Viewer\u00a0that allow the\u00a0Multimedia Record\u00a0and the\u00a0Image Filename\u00a0to all use the\u00a0Source Record Title\u00a0defined here.<\/p>\n You can choose to place the main screen census Ref ID field in the source Publication Information field &\/or the citation Where within Source field.<\/p>\n This option enables an obscure GEDCOM feature that allows an event type, date, and place to be attached to the Source Record.<\/p>\n In\u00a0Family Historian\u00a0it is only visible in the\u00a0Individual\/Source Property Box\u00a0via the\u00a0All\u00a0tab.<\/p>\n<\/div><\/details><\/div>\n Newcomers in particular are recommended to work with the default installation settings, until sufficient experience is gained to make an informed choice. Exceptions to this recommendation are marked with** and extra advice is given in this tutorial to help make a choice.<\/p>\n Remember to use\u00a0Help\u00a0to obtain extra advice, and hover the mouse over buttons and boxes to obtain a brief\u00a0Tooltip.<\/p>\n Many of these settings are important, but especially the choice between Method 1 for ‘source splitters’ and Method 2 for ‘source lumpers’ , so\u00a0 please see Working with Sources and Citations for advice before continuing, if you have not already done so. Items marked ** need particular consideration, as you may not wish to work with the default settings.<\/p>\n Method 1 creates a separate Source Record for each baptism or christening, with the Text From Source field containing its transcript, plus Multimedia links to any baptismal entry images, and optionally a Repository link to identify where the original is lodged. Then every Fact gleaned from this source cites the Source Record. So every Baptism, Birth, Occupation, Residence, and new Name for each person at the baptism is linked to the one source via a Citation that often contains little information apart from an Entry Date and Assessment. This method will result in many sources, but each transcript and associated notes and images are all recorded in one place, which makes corrections and updates easy to perform.<\/p>\n Method 2\u00a0usually has one\u00a0Source Record\u00a0for a baptismal location such as \u201cBaptisms Preston, Lancashire, UK\u201d, and every\u00a0Fact\u00a0gleaned from this location cites the\u00a0Source Record. So every\u00a0Baptism,\u00a0Birth,\u00a0Occupation,\u00a0Residence, and new\u00a0Name\u00a0for each person at any baptism in that location is linked to the same source via a\u00a0Citation\u00a0with an\u00a0Entry Date\u00a0and\u00a0Assessment. The\u00a0Citation\u00a0may use its\u00a0Text From Source\u00a0field to hold a baptismal transcript, but this results in duplicate copies of the same data for all the\u00a0Facts\u00a0gleaned from that baptism. Alternatively, the transcript may be placed in a linked\u00a0Note\u00a0record, which avoids the duplication.\u00a0Multimedia\u00a0links to any baptismal entry images may be attached either to each\u00a0Citation\u00a0or each\u00a0Fact. This method will result in very few\u00a0Source Records\u00a0and is a better choice if transcriptions and image links are not usually required.<\/p>\n The Edit button opens the Associated Individuals Type window that specifies how individuals, such as god-parents and witnesses, are recorded. This employs various options and template keywords, which are described in the tutorial Working With Templates<\/a>.<\/p>\n It is all too easy to forget to complete all the details before you Save to Family Historian<\/a> and these options let you choose which warnings you prefer.<\/p>\n There is also an\u00a0Offer to retain settings\u00a0option that allows data entered to be carried forward to a subsequent entry.<\/p>\n The\u00a0Source Type\u00a0option allows the specified text, such as\u00a0Baptism, to be entered in the\u00a0Type\u00a0field of the\u00a0Source Record. If this field is altered, it is easy in\u00a0Family Historian\u00a0to use\u00a0Tools\u00a0>\u00a0Work with Data\u00a0>\u00a0Source Types\u00a0>\u00a0Replace with\u00a0and change all existing\u00a0Source Records\u00a0to match.<\/p>\n The\u00a0Citation\u00a0has an\u00a0Assessment\u00a0field with values such as\u00a0Primary evidence\u00a0and\u00a0Secondary evidence, which can be automatically entered by selecting the\u00a0Citation Certainty\u00a0option. It is popular to tick this option and choose\u00a0Primary evidence\u00a0to indicate the official first-hand nature of a baptismal entry.<\/p>\n The\u00a0Citation\u00a0also has an\u00a0Entry Date\u00a0field, and the\u00a0Use Citation Entry Date\u00a0option allows the\u00a0Event Date\u00a0to be automatically entered. It also allows\u00a0Today\u2019s Date\u00a0to be entered, but is not the intended use in the GEDCOM standard.<\/p>\n Ancestral Sources automatically creates an Occupation Fact for either parent with an entry in their Occupation field.<\/p>\n The\u00a0Address\u00a0field is never filled in, because the Residence\u00a0Address\u00a0is unlikely to also be the work-place address, but the work-place is probably nearby, so the\u00a0Record residence place in occupation\u00a0option allows the Residence\u00a0Place\u00a0to be recorded as the Occupation\u00a0Place\u00a0too.<\/p>\n There is also the option to\u00a0Record individual age in residence and occupation, although this is not usually considered relevant to the\u00a0Residence Fact\u00a0or\u00a0Occupation Fact.<\/p>\n If\u00a0Suggest occupation\u00a0is ticked then\u00a0Ancestral Sources\u00a0will attempt to suggest an\u00a0Occupation\u00a0for either parent gleaned from your GEDCOM data.<\/p>\n The Use christening fact instead option instructs Ancestral Sources to create a Christening fact instead of a Baptism fact. It also changes the value of the {SOURCETYPE} template keyword from Baptism to Christening.<\/p>\n By default Ancestral Sources will offer to create Birth Facts for Individuals.<\/p>\n There is an option to cite the\u00a0Baptism Source\u00a0for existing\u00a0Birth Facts.<\/p>\n Baptisms usually take place shortly after a birth, so the Suggest estimated birth date option allows you to choose this time lapse. This is used to suggest a birth date when you Save to Family Historian<\/a>\u00a0and the Birth Events from Entry window is presented.<\/p>\n This field defines one of the Title options available when you use Add Multimedia Image<\/a> . It allows template keywords to be used, which are described in the tutorial Working With Templates<\/a>.<\/p>\n It is advisable to choose a consistent naming convention for\u00a0Multimedia\u00a0that assists in locating records and images, both in the\u00a0Multimedia Records\u00a0window of\u00a0Family Historian, and in the\u00a0File Name\u00a0details of\u00a0Windows Explorer. The default settings are one approach, but some users prefer something similar to\u00a0{KEYPERSON.SN_GN.CAPS} {DATE} {SOURCETYPE}, which sorts records into a similar order to the\u00a0Individual Records\u00a0window in\u00a0Family Historian.<\/p>\n This field defines the Title to be used on the rare occasions when a new Source Record needs to be created. It allows template keywords to be used, which are described in the tutorial Working With Templates.<\/p>\n If the\u00a0Link images to entries\u00a0option is ticked, then you can choose either to link them to\u00a0Citations\u00a0or to\u00a0Facts, and whether to link to the\u00a0Baptism\u00a0entry alone, or to all entries.<\/p>\n In\u00a0Family Historian V3\u00a0both these links are only visible in the\u00a0Individual Property Box\u00a0via the\u00a0All\u00a0tab.<\/p>\n From\u00a0Family Historian V4\u00a0onwards the\u00a0Facts\u00a0multimedia links are visible in the\u00a0Individual Property Box\u00a0on the\u00a0Facts\u00a0tab, so\u00a0Link to facts\u00a0may be a more convenient option.<\/p>\n If you plan to have many image links, then\u00a0Method 1\u00a0may be a better choice.<\/p>\n You can choose to place the main screen\u00a0Text\u00a0Baptism transcript in either in a single linked\u00a0Note\u00a0record, or in each\u00a0Citation\u2019s local\u00a0Text From Source\u00a0field.<\/p>\n The linked\u00a0Note\u00a0record avoids duplicating the transcript, but is only visible in the\u00a0Individual Property Box\u00a0via the\u00a0All\u00a0tab, or by switching to the\u00a0Note Records\u00a0window.<\/p>\n The\u00a0Citation\u00a0local\u00a0Text From Source\u00a0field is very visible, but the transcript is duplicated in many\u00a0Citation\u00a0fields.<\/p>\n If you plan to have many transcripts, then\u00a0Method 1\u00a0is a better choice.<\/p>\n This field defines the\u00a0Title\u00a0to be applied in creating the\u00a0Source Record. It allows template keywords to be used, which are described in the tutorial\u00a0Working With Templates<\/a>.<\/p>\n It is advisable to choose a consistent naming convention for Source Records that assists in locating them in the Source Records window of Family Historian. The default settings are one approach, but some users prefer a template similar to the Baptism Image Title Template in Method 2 above..<\/p>\n When you use\u00a0Add Multimedia Image<\/a>\u00a0there are useful options in the\u00a0Image Viewer\u00a0that allow the\u00a0Multimedia Record\u00a0and the\u00a0Image Filename\u00a0to all use the\u00a0Source Record Title\u00a0defined here.<\/p>\n You can choose to place the main screen Further Info tab Ref ID field in the source Publication Information field &\/or the citation Where within Source field.<\/p>\n This option enables an obscure GEDCOM feature that allows an event type, date, and place to be attached to the Source Record.<\/p>\n In\u00a0Family Historian\u00a0it is only visible in the\u00a0Individual\/Source Property Box\u00a0via the\u00a0All\u00a0tab.<\/p>\n<\/div><\/details><\/div>\n Newcomers in particular are recommended to work with the default installation settings, until sufficient experience is gained to make an informed choice. Exceptions to this recommendation are marked with** and extra advice is given in this tutorial to help make a choice.<\/p>\n Remember to use\u00a0Help\u00a0to obtain extra advice, and hover the mouse over buttons and boxes to obtain a brief\u00a0Tooltip.<\/p>\n Many of these settings are important, but especially the choice between Method 1 for ‘source splitters’ and Method 2 for ‘source lumpers’ , so\u00a0 please see Working with Sources and Citations<\/a> for advice before continuing, if you have not already done so. Items marked ** need particular consideration, as you may not wish to work with the default settings.<\/p>\n Method 1\u00a0creates a separate\u00a0Source Record\u00a0for each marriage, with the\u00a0Text From Source\u00a0field containing its transcript, plus\u00a0Multimedia\u00a0links to any marriage record images, and optionally a\u00a0Repository\u00a0link to identify where the original is lodged. Then every\u00a0Fact\u00a0gleaned from this source cites the\u00a0Source Record. So every\u00a0Marriage,\u00a0Birth,\u00a0Occupation,\u00a0Residence, and new\u00a0Name\u00a0for each person at the marriage is linked to the one source via a\u00a0Citation\u00a0that often contains little information apart from an\u00a0Entry Date\u00a0and\u00a0Assessment. This method will result in many sources, but each transcript and associated notes and images are all recorded in one place, which makes corrections and updates easy to perform.<\/p>\n Method 2\u00a0usually has one\u00a0Source Record\u00a0for a marriage location such as \u201cMarriages Preston, Lancashire, UK\u201d, and every\u00a0Fact\u00a0gleaned from this location cites the\u00a0Source Record. So every\u00a0Marriage,\u00a0Birth,\u00a0Occupation,\u00a0Residence, and new\u00a0Name\u00a0for each person at any marriage in that location is linked to the same source via a\u00a0Citation\u00a0with an\u00a0Entry Date\u00a0and\u00a0Assessment. The\u00a0Citation\u00a0may use its\u00a0Text From Source\u00a0field to hold a marriage transcript, but this results in duplicate copies of the same data for all the\u00a0Facts\u00a0gleaned from that marriage. Alternatively, the transcript may be placed in a linked\u00a0Note\u00a0record, which avoids the duplication.\u00a0Multimedia\u00a0links to any marriage record images may be attached either to each\u00a0Citation\u00a0or each\u00a0Fact. This method will result in very few\u00a0Source Records\u00a0and is a better choice if transcriptions and image links are not usually required.<\/p>\n The Edit button opens the Associated Individuals Type window that specifies how individuals, such as witnesses, bridesmaids, and best man, are recorded. This employs various options and template keywords, which are described in the tutorial Working With Templates<\/a>.<\/p>\n It is all too easy to forget to complete all the details before you Save to Family Historian and these options let you choose which warnings you prefer.<\/p>\n There is also an\u00a0Offer to retain settings\u00a0option that allows data entered to be carried forward to a subsequent entry.<\/p>\n The\u00a0Source Type\u00a0option allows the specified text, such as\u00a0Marriage, to be entered in the\u00a0Type\u00a0field of the\u00a0Source Record. If this field is altered, it is easy in\u00a0Family Historian\u00a0to use\u00a0Tools\u00a0>\u00a0Work with Data\u00a0>\u00a0Source Types\u00a0>\u00a0Replace with\u00a0and change all existing\u00a0Source Records\u00a0to match.<\/p>\n The\u00a0Citation\u00a0has an\u00a0Assessment\u00a0field with values such as\u00a0Primary evidence\u00a0and\u00a0Secondary evidence, which can be automatically entered by selecting the\u00a0Citation Certainty\u00a0option. It is popular to tick this option and choose\u00a0Primary evidence\u00a0to indicate the official first-hand nature of a Marriage record.<\/p>\n The\u00a0Citation\u00a0also has an\u00a0Entry Date\u00a0field, and the\u00a0Use Citation Entry Date\u00a0option allows the\u00a0Event Date\u00a0to be automatically entered. It also allows\u00a0Today\u2019s Date\u00a0to be entered, but is not the intended use in the\u00a0GEDCOM\u00a0standard.<\/p>\n Ancestral Sources automatically creates an Occupation Fact for either spouse or their parents with an entry in their Occupation field.<\/p>\n The\u00a0Address\u00a0field is never filled in, because the Residence\u00a0Address\u00a0is unlikely to also be the work-place address, but the work-place is probably nearby, so the\u00a0Record residence place in occupation\u00a0option allows the Residence\u00a0Place\u00a0to be recorded as the Occupation\u00a0Place\u00a0too.<\/p>\n There is also the option to\u00a0Record individual age in residence and occupation, although this is not usually considered relevant to the\u00a0Residence Fact\u00a0or\u00a0Occupation Fact.<\/p>\n If\u00a0Suggest occupation\u00a0is ticked then\u00a0Ancestral Sources\u00a0will attempt to suggest an\u00a0Occupation\u00a0for either spouse or their parents gleaned from your GEDCOM data.<\/p>\n By default Ancestral Sources will offer to create Birth Facts for Individuals, with the additional option of even if no age or date of birth given.<\/p>\n There is an option to cite the\u00a0Marriage Source\u00a0for existing\u00a0Birth Facts.<\/p>\n A marriage certificate often only refers to the fathers of the married couple. The options allow either parent to be included or excluded from the auto-text transcript by default.<\/p>\n If the Religion option is ticked, and a religion is entered for either spouse, the a Religion Fact will be created for them.<\/p>\n This field defines one of the\u00a0Title\u00a0options available when you use\u00a0Add Multimedia Image<\/a>. It allows template keywords to be used, which are described in the tutorial Working With Templates<\/a>.<\/p>\n It is advisable to choose a consistent naming convention for\u00a0Multimedia\u00a0that assists in locating records and images, both in the\u00a0Multimedia Records\u00a0window of\u00a0Family Historian, and in the\u00a0File Name\u00a0details of\u00a0Windows Explorer. The default settings are one approach, but some users prefer something similar to\u00a0{KEYPERSON.SN_GN.CAPS} & {SPOUSE.SN_GN.CAPS} {DATE} {SOURCETYPE}, which sorts records into a similar order to the\u00a0Individual Records\u00a0and\u00a0Family Records\u00a0windows in\u00a0Family Historian.<\/p>\n This field defines the Title to be used on the rare occasions when a new Source Record needs to be created. It allows template keywords to be used, which are described in the tutorial Working With Templates<\/a>.<\/p>\n If the\u00a0Link images to entries\u00a0option is ticked, then you can choose either to link them to\u00a0Citations\u00a0or to\u00a0Facts, and whether to link to the\u00a0Marriage\u00a0entry alone, or to all entries.<\/p>\n From\u00a0Family Historian V4\u00a0onwards the\u00a0Facts\u00a0multimedia links are visible in the\u00a0Individual Property Box\u00a0on the\u00a0Facts\u00a0tab, so\u00a0Link to facts\u00a0may be a more convenient option.<\/p>\n If you plan to have many image links, then\u00a0Method 1\u00a0may be a better choice.<\/p>\n You can choose to place the main screen\u00a0Text\u00a0Marriage transcript in either in a single linked\u00a0Note\u00a0record or in each\u00a0Citation\u2019s local\u00a0Text From Source\u00a0field.<\/p>\n The linked\u00a0Note\u00a0record avoids duplicating the transcript, but is only visible in the\u00a0Individual Property Box\u00a0via the\u00a0All\u00a0tab, or by switching to the\u00a0Note Records\u00a0window.<\/p>\n The\u00a0Citation\u00a0local\u00a0Text From Source\u00a0field is very visible, but the transcript is duplicated in many\u00a0Citation\u00a0fields.<\/p>\n If you plan to have many transcripts, then\u00a0Method 1\u00a0is a better choice.<\/p>\nGeneral Settings<\/h3><\/summary>
User Interface Options<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/toolsoptionsgeneralsettings.png\")
<\/p>\nFolders<\/h4>\n
Individual Information<\/h4>\n
ID in Individuals List<\/h4>\n
Date Estimates<\/h4>\n
\ne.g. A person who is\u00a010\u00a0years of age in\u00a0February 1880\u00a0is estimated to be born in\u00a01870.<\/p>\n
\ne.g. A person who is\u00a010\u00a0years of age in\u00a0February 1880\u00a0is estimated to be born in\u00a01869, which is more probable.<\/p>\nSource Identification<\/h4>\n
Filter Demonstration<\/h5>\n
Reset Button<\/h4>\n
Short Date Format<\/h4>\n
Birth Events<\/h4>\n
Other Options<\/h4>\n
\n(Same-sex relationships are\u00a0not\u00a0supported by\u00a0Family Historian Version 3\u00a0or earlier).<\/p>\nWhole Person and Name Citations<\/h4>\n
Whole Person Citations<\/h4>\n
Name Field Citations<\/h4>\n
**Census Settings<\/h3><\/summary>
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/toolsoptionscensussettings.png\")
<\/p>\n**Census Recording Method<\/h4>\n
Column Suggestions<\/h4>\n
When Saving Census Entries<\/h4>\n
Birth Facts<\/h4>\n
Occupation Facts<\/h4>\n
**Sources<\/h4>\n
Census Information Record<\/h4>\n
**Grid Column Seperator<\/h4>\n
Facts to Create<\/h4>\n
Generic Columns<\/h4>\n
**Census Image Title Template<\/h4>\n
Census Settings \u2013 Method 2<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/toolsoptionscensussettingsmethod2.png\")
On the\u00a0Census settings\u00a0page, select\u00a0Census Recording Method 2 (data in citations)\u00a0and click the\u00a0Settings\u00a0button.<\/p>\nCensus Method 2 Title Template<\/h3>\n
**Images<\/h3>\n
**Source Text<\/h4>\n
Census Settings \u2013 Method 1<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/toolsoptionscensussettingsmethod1.png\")
Return to the\u00a0Census settings\u00a0page, select\u00a0Census Recording Method 1 (source per household)\u00a0and click the\u00a0Settings\u00a0button.<\/p>\n**Census Method 1 Title Template<\/h4>\n
Record Census Reference<\/h4>\n
Source Data<\/h4>\n
**Baptism Settings<\/h3><\/summary>
Baptism Settings<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/toolsoptionsbaptismsettings.png\")
Use\u00a0Tools\u00a0>\u00a0Options\u00a0to open the\u00a0Options\u00a0window and ensure\u00a0Baptism settings\u00a0is selected.<\/p>\n**Baptism Recording Method<\/h4>\n
Associated Individuals<\/h4>\n
When Saving Baptism Entries<\/h4>\n
**Sources<\/h4>\n
Occupation and Residence Facts<\/h4>\n
Baptism Options<\/h4>\n
Birth Facts<\/h4>\n
**Baptism Image Title Template<\/h4>\n
Baptism Settings \u2013 Method 2<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/toolsoptionsbaptismsettingsmethod2.png\")
On the\u00a0Baptism settings\u00a0page, select\u00a0Baptism Recording Method 2 (data in citations)\u00a0and click the\u00a0Settings\u00a0button.<\/p>\nBaptism Method 2 Title Template<\/h4>\n
**Images<\/h4>\n
**Source Text<\/h4>\n
Baptism Settings \u2013 Method 1<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/toolsoptionsbaptismsettingsmethod1.png\")
Return to the Baptism settings page, select Baptism Recording Method 1 (source per baptism) and click the Settings button.<\/p>\n**Baptism Method 1 Title Template<\/h4>\n
Record Baptism Reference<\/h4>\n
Source Data<\/h4>\n
**Marriage Settings<\/h3><\/summary>
Marriage Settings<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/toolsoptionsmarriagesettings.png\")
Use\u00a0Tools\u00a0>\u00a0Options\u00a0to open the\u00a0Options\u00a0window and ensure\u00a0Marriage settings\u00a0is selected.<\/p>\n**Marriage Recording Method<\/h4>\n
Associated Individuals<\/h4>\n
When Saving Marriage Entries<\/h4>\n
**Sources<\/h4>\n
Occupation and Residence Facts<\/h4>\n
Birth Facts<\/h4>\n
Parents<\/h4>\n
Facts to Create<\/h4>\n
**Marriage Image Title Template<\/h4>\n
Marriage Settings – Method 2<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/toolsoptionsmarriagesettingsmethod2.png\")
On the\u00a0Marriage settings\u00a0page, select\u00a0Marriage Recording Method 2 (data in citations)\u00a0and click the\u00a0Settings\u00a0button.<\/p>\nMarriage Method 2 Title Template<\/h4>\n
**Images<\/h4>\n
**Source Text<\/h4>\n
Marriage Settings \u2013 Method 1<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/toolsoptionsmarriagesettingsmethod2-1.png\")
Return to the\u00a0Marriage settings\u00a0page, select\u00a0Marriage Recording Method 1 (source per Marriage)\u00a0and click the\u00a0Settings\u00a0button.<\/p>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/customise.png\")
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/customisecolour.png\")
Select a\u00a0Colour Scheme\u00a0from the drop-down list, and click\u00a0Apply\u00a0to see what it looks like.<\/p>\n![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/customisefont.png\")
Click the\u00a0Font\u00a0button, select a\u00a0Font\u00a0face, style & size such as\u00a0Arial,\u00a0Regular\u00a0&\u00a09, then click\u00a0OK, and finally click\u00a0Apply\u00a0to invoke the font.<\/p>\n![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/toolsbackupoptions.png\")
All the\u00a0Tools\u00a0>\u00a0Options\u00a0and\u00a0Customise\u00a0settings are stored in the\u00a0Windows Registry.<\/p>\n