{"id":11440,"date":"2020-09-11T13:29:52","date_gmt":"2020-09-11T13:29:52","guid":{"rendered":"https:\/\/fhug.org.uk\/kb\/?post_type=kb_article&#038;p=11440"},"modified":"2024-02-28T13:23:17","modified_gmt":"2024-02-28T13:23:17","slug":"ancestral-sources-tutorial-working-with-templates","status":"publish","type":"kb_article","link":"https:\/\/www.fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-working-with-templates\/","title":{"rendered":"Ancestral Sources Tutorial ~ Working With Templates"},"content":{"rendered":"<h2>Introduction<\/h2>\n<p>The tutorials for entering facts all focus on the default installation templates of Ancestral Sources, which for many users will be fine, but the templates offer ways to customise how certain features work. All the <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-working-with-options\/\">Options<\/a>, Templates, and <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-working-with-tools\/\">Tools<\/a>\u00a0settings apply equally to all Projects, but they can be different in each Windows User Account.<\/p>\n<p><strong>They are based on very old versions of Ancestral Sources and Family Historian, so do not include some of the features that are now available such as templated sources and rich-text. Videos that refer to those new features are available on the <a href=\"https:\/\/www.fhug.org.uk\/kb\/kb-article\/ancestral-sources-videos\/\" target=\"_blank\" rel=\"noopener\">Ancestral Sources Videos<\/a> page. However, the fundamental concepts are still reasonably relevant.<\/strong><\/p>\n<p>Some of the features of customising or creating templates are intended for more advanced users, but even beginners should be aware of the fundamental capabilities.<\/p>\n<p>Throughout the tutorials the notation \u2018Option1\u00a0&gt;\u00a0Option2\u00a0&gt;\u00a0Option3\u00a0button\u2019 means select menubar\u00a0Option1, then\u00a0Option2, and finally click the\u00a0Option3\u00a0button.<\/p>\n<p>It is feasible to copy &amp; paste many of the data values from the tutorial scripts directly into\u00a0Ancestral Sources\u00a0input forms.<\/p>\n<p>Before you start, please <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-configure-initial-settings\/\">Configure Initial Settings.<\/a><\/p>\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h3>Concepts, Keywords and Functions<\/h3><\/summary><div class=\"lightweight-accordion-body\"><p>Ancestral Sources\u00a0allows many of its features to be customised with templates that change the way data is presented in a convenient and consistent manner.<\/p>\n<p>Remember to use\u00a0Help\u00a0to obtain extra advice, and hover the mouse over buttons and boxes to obtain a brief\u00a0Tooltip.<\/p>\n<h3>Concepts<\/h3>\n<p>Most of the templates use Keywords, such as {DATE} and {ADDR}, that represent current values entered while capturing the event data. For example, {DATE} represents the Date of the event, while {ADDR} represents the Address where the event took place. This is very similar to the way Family Historian defines a Fact Sentence using Template Codes.<\/p>\n<p>Some templates support\u00a0Functions\u00a0that allow values to be managed. For example,\u00a0=UPPER[{ADDR}]\u00a0coverts the\u00a0Address\u00a0to uppercase, and\u00a0=IF[{ADDR}|{ADDR}|&lt;Not Recorded&gt;]\u00a0yields the\u00a0Address\u00a0if it exists, otherwise\u00a0&lt;Not Recorded&gt;. These are similar to\u00a0Functions\u00a0in\u00a0Family Historian\u00a0and are intended for advanced users.<\/p>\n<p>Other templates use a variety of options and parameters to define their behaviour and are intended for advanced users. See <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-working-with-templates\/\">Associated Individual Types<\/a> and <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-working-with-templates\/\">Census Grid Templates<\/a> for details.<\/p>\n<h2><a id=\"Keywords\"><\/a>Keywords<\/h2>\n<h4 id=\"keywords_tutorial\" class=\"sectionedit5\">Keywords Tutorial<\/h4>\n<div class=\"level3\">\n<ul>\n<li class=\"level1\">\n<div class=\"li\">Open\u00a0Ancestral Sources\u00a0and ensure the\u00a0Family Historian Sample Project\u00a0or the\u00a0Sample.ged\u00a0file opens by default, but if not then\u00a0<a class=\"wikilink1\" title=\"ancestralsources:ancestral_sources_tutorial_configure_initial_settings\" href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-configure-initial-settings\/\">Configure Initial Settings<\/a><\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Ensure that the\u00a0Census Records\u00a0mode is active by clicking the\u00a0Create census entries\u00a0button near the middle of the toolbar, or by choosing\u00a0View\u00a0&gt;\u00a0Census Editor<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Use the menubar option\u00a0Tools\u00a0&gt;\u00a0Autotext Template Editor\u2026\u00a0and in the\u00a0Title:\u00a0box enter\u00a0Tutorial<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Click the\u00a0&lt; Keyword\u00a0button and choose\u00a0{SOURCETYPE}\u00a0from the bottom of the list<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Type in a space then\u00a0in\u00a0and another space, then use\u00a0&lt; Keyword\u00a0and choose\u00a0{COUNTRY}<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Now the template should look like\u00a0{SOURCETYPE} in {COUNTRY}<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Note that the\u00a0Preview\u00a0shows\u00a0Census in UK<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Click the\u00a0Save\u00a0button and then the\u00a0Close\u00a0button<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">From the\u00a0Census Country:\u00a0dropdown list choose\u00a0Canada<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Use the menubar option\u00a0Tools\u00a0&gt;\u00a0Autotext Template Editor\u2026\u00a0again<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">From the\u00a0Template:\u00a0dropdown list choose\u00a0Tutorial\u00a0that was saved above<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Note that the\u00a0Preview\u00a0now automatically shows\u00a0Census in Canada\u00a0instead of\u00a0UK<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Click the\u00a0Delete\u00a0button, click\u00a0OK\u00a0to the warning, and click the\u00a0Close\u00a0button<\/div>\n<\/li>\n<li class=\"level1\">\n<div class=\"li\">Close\u00a0Ancestral Sources<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<h4 id=\"keywords_reference\" class=\"sectionedit6\">Keywords Reference<\/h4>\n<div class=\"level3\">\n<p>This table lists a Keyword, an Example representation, and an Explanation of its value. A different set of these Keywords is available in each type of template as explained below.<\/p>\n<div class=\"table sectionedit7\">\n<table class=\"inline\">\n<thead>\n<tr class=\"row0\">\n<th class=\"col0 leftalign\">Keyword<\/th>\n<th class=\"col1 leftalign\">Example<\/th>\n<th class=\"col2 leftalign\">Explanation<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr class=\"row1\">\n<td class=\"col0 leftalign\">{YEAR}<\/td>\n<td class=\"col1 leftalign\">1891<\/td>\n<td class=\"col2 leftalign\">Year that the event took place<\/td>\n<\/tr>\n<tr class=\"row2\">\n<td class=\"col0 leftalign\">{COUNTRY}<\/td>\n<td class=\"col1 leftalign\">UK<\/td>\n<td class=\"col2 leftalign\">Census country (Census only)<\/td>\n<\/tr>\n<tr class=\"row3\">\n<td class=\"col0 leftalign\">{DATE}<\/td>\n<td class=\"col1 leftalign\">3 September 1800<\/td>\n<td class=\"col2 leftalign\">Date that the event being recorded took place<\/td>\n<\/tr>\n<tr class=\"row4\">\n<td class=\"col0 leftalign\">{DATE.DAY}<\/td>\n<td class=\"col1 leftalign\">3<\/td>\n<td class=\"col2 leftalign\">Day of the date<\/td>\n<\/tr>\n<tr class=\"row5\">\n<td class=\"col0 leftalign\">{DATE.DAY2}<\/td>\n<td class=\"col1 leftalign\">03<\/td>\n<td class=\"col2 leftalign\">Day of the date as 2 digits<\/td>\n<\/tr>\n<tr class=\"row6\">\n<td class=\"col0 leftalign\">{DATE.MONTH.NUM}<\/td>\n<td class=\"col1 leftalign\">9<\/td>\n<td class=\"col2 leftalign\">Month of the date in numeric format<\/td>\n<\/tr>\n<tr class=\"row7\">\n<td class=\"col0 leftalign\">{DATE.MONTH.NUM2}<\/td>\n<td class=\"col1 leftalign\">09<\/td>\n<td class=\"col2 leftalign\">Month of the date in numeric format as 2 digits<\/td>\n<\/tr>\n<tr class=\"row8\">\n<td class=\"col0 leftalign\">{DATE.MONTH.SHORT}<\/td>\n<td class=\"col1 leftalign\">Sep<\/td>\n<td class=\"col2 leftalign\">Month of the date in short format<\/td>\n<\/tr>\n<tr class=\"row9\">\n<td class=\"col0 leftalign\">{DATE.MONTH.SHORT.CAPS}<\/td>\n<td class=\"col1 leftalign\">SEP<\/td>\n<td class=\"col2 leftalign\">Month of the date in short format and capitals<\/td>\n<\/tr>\n<tr class=\"row10\">\n<td class=\"col0 leftalign\">{DATE.MONTH.FULL}<\/td>\n<td class=\"col1 leftalign\">September<\/td>\n<td class=\"col2 leftalign\">Month of the date in full format<\/td>\n<\/tr>\n<tr class=\"row11\">\n<td class=\"col0 leftalign\">{DATE.MONTH.FULL.CAPS}<\/td>\n<td class=\"col1 leftalign\">SEPTEMBER<\/td>\n<td class=\"col2 leftalign\">Month of the date in full format and capitals<\/td>\n<\/tr>\n<tr class=\"row12\">\n<td class=\"col0 leftalign\">{PLACE}<\/td>\n<td class=\"col1 leftalign\">Warrington, Lancashire, UK<\/td>\n<td class=\"col2 leftalign\">Place where the event took place<\/td>\n<\/tr>\n<tr class=\"row13\">\n<td class=\"col0 leftalign\">{PLACE.SHORT}<\/td>\n<td class=\"col1 leftalign\">Warrington<\/td>\n<td class=\"col2 leftalign\">First part of the place up to the first comma<\/td>\n<\/tr>\n<tr class=\"row14\">\n<td class=\"col0 leftalign\">{ADDR}<\/td>\n<td class=\"col1 leftalign\">The Rectory, Main Street<\/td>\n<td class=\"col2 leftalign\">Address where the event took place<\/td>\n<\/tr>\n<tr class=\"row15\">\n<td class=\"col0 leftalign\">{ADDR.SHORT}<\/td>\n<td class=\"col1 leftalign\">The Rectory<\/td>\n<td class=\"col2 leftalign\">First part of the address up to the first comma<\/td>\n<\/tr>\n<tr class=\"row16\">\n<td class=\"col0 leftalign\">{OTHER}<\/td>\n<td class=\"col1 leftalign\">Anything<\/td>\n<td class=\"col2 leftalign\">The data entered into the\u00a0Other Info\u00a0field<\/td>\n<\/tr>\n<tr class=\"row17\">\n<td class=\"col0 leftalign\">{REF}<\/td>\n<td class=\"col1 leftalign\">HO107 1234 56 78<\/td>\n<td class=\"col2 leftalign\">The data entered into the\u00a0Ref ID\u00a0field<\/td>\n<\/tr>\n<tr class=\"row18\">\n<td class=\"col0 leftalign\">{KEYPERSON}<\/td>\n<td class=\"col1 leftalign\">Alan Jones<\/td>\n<td class=\"col2 leftalign\">Name of key person i.e. Head in Census, person being baptised, groom, etc.<\/td>\n<\/tr>\n<tr class=\"row19\">\n<td class=\"col0 leftalign\">{KEYPERSON\u2026}<\/td>\n<td class=\"col1 leftalign\"><\/td>\n<td class=\"col2 leftalign\">See\u00a0Keywords Sub-tags\u00a0below<\/td>\n<\/tr>\n<tr class=\"row20\">\n<td class=\"col0 leftalign\">{SPOUSE}<\/td>\n<td class=\"col1 leftalign\">Alice Jane Smith<\/td>\n<td class=\"col2 leftalign\">Name of person marrying\u00a0{KEYPERSON}\u00a0(Marriage only)<\/td>\n<\/tr>\n<tr class=\"row21\">\n<td class=\"col0 leftalign\">{SPOUSE\u2026}<\/td>\n<td class=\"col1 leftalign\"><\/td>\n<td class=\"col2 leftalign\">See\u00a0Keywords Sub-tags\u00a0below<\/td>\n<\/tr>\n<tr class=\"row22\">\n<td class=\"col0 leftalign\">{KEYFATHER}<\/td>\n<td class=\"col1 leftalign\">John Jones<\/td>\n<td class=\"col2 leftalign\">Name of father of {KEYPERSON} (non-Census Auto Text Templates only)<\/td>\n<\/tr>\n<tr class=\"row23\">\n<td class=\"col0 leftalign\">{KEYFATHER\u2026}<\/td>\n<td class=\"col1 leftalign\"><\/td>\n<td class=\"col2 leftalign\">See\u00a0Keywords Sub-tags\u00a0below<\/td>\n<\/tr>\n<tr class=\"row24\">\n<td class=\"col0 leftalign\">{KEYMOTHER}<\/td>\n<td class=\"col1 leftalign\">Janet Jones<\/td>\n<td class=\"col2 leftalign\">Name of mother of {KEYPERSON} (non-Census Auto Text Templates\u00a0only)<\/td>\n<\/tr>\n<tr class=\"row25\">\n<td class=\"col0 leftalign\">{KEYMOTHER\u2026}<\/td>\n<td class=\"col1 leftalign\"><\/td>\n<td class=\"col2 leftalign\">See\u00a0Keywords Sub-tags\u00a0below<\/td>\n<\/tr>\n<tr class=\"row26\">\n<td class=\"col0 leftalign\">{SPOUSEFATHER}<\/td>\n<td class=\"col1 leftalign\">John Smith<\/td>\n<td class=\"col2 leftalign\">Name of father of {SPOUSE} (Marriage Auto Text Templates\u00a0only)<\/td>\n<\/tr>\n<tr class=\"row27\">\n<td class=\"col0 leftalign\">{SPOUSEFATHER\u2026}<\/td>\n<td class=\"col1 leftalign\"><\/td>\n<td class=\"col2 leftalign\">See\u00a0Keywords Sub-tags\u00a0below<\/td>\n<\/tr>\n<tr class=\"row28\">\n<td class=\"col0 leftalign\">{SPOUSEMOTHER}<\/td>\n<td class=\"col1 leftalign\">Janet Smith<\/td>\n<td class=\"col2 leftalign\">Name of mother of {SPOUSE} (Marriage Auto Text Templat<a class=\"wikilink1\" title=\"ancestralsources:tutorial:templates:auto_text_templates\" href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-working-with-templates\/\">es<\/a>\u00a0only)<\/td>\n<\/tr>\n<tr class=\"row29\">\n<td class=\"col0 leftalign\">{SPOUSEMOTHER\u2026}<\/td>\n<td class=\"col1 leftalign\"><\/td>\n<td class=\"col2 leftalign\">See\u00a0Keywords Sub-tags\u00a0below<\/td>\n<\/tr>\n<tr class=\"row30\">\n<td class=\"col0 leftalign\">{ASSOCPERSON}<\/td>\n<td class=\"col1 leftalign\">Jack Jones<\/td>\n<td class=\"col2 leftalign\">Name of associated person (Associated Individual Types Templates\u00a0only)<\/td>\n<\/tr>\n<tr class=\"row31\">\n<td class=\"col0 leftalign\">{ASSOCPERSON\u2026}<\/td>\n<td class=\"col1 leftalign\"><\/td>\n<td class=\"col2 leftalign\">See\u00a0Keywords Sub-tags\u00a0below<\/td>\n<\/tr>\n<tr class=\"row32\">\n<td class=\"col0 leftalign\">{ASSOCLIST.COMMA}<\/td>\n<td class=\"col1 leftalign\">Jack Jones, Tom Buck<\/td>\n<td class=\"col2 leftalign\">List of associated people separated by commas<\/td>\n<\/tr>\n<tr class=\"row33\">\n<td class=\"col0 leftalign\">{ASSOCLIST.COMMA.AND}<\/td>\n<td class=\"col1 leftalign\">Jack Jones and Tom Buck<\/td>\n<td class=\"col2 leftalign\">List of associated people separated by commas but with\u00a0and\u00a0before last one<\/td>\n<\/tr>\n<tr class=\"row34\">\n<td class=\"col0 leftalign\">{ASSOCLIST.COMMACR<\/td>\n<td class=\"col1 leftalign\">Jack Jones,<br \/>\nTom Buck<\/td>\n<td class=\"col2 leftalign\">List of associated people separated by commas and carriage returns<\/td>\n<\/tr>\n<tr class=\"row35\">\n<td class=\"col0 leftalign\">{MINISTER}<\/td>\n<td class=\"col1 leftalign\">Rev Ian James<\/td>\n<td class=\"col2 leftalign\">Name of minister entered in parish records (e.g. priest or vicar)<\/td>\n<\/tr>\n<tr class=\"row36\">\n<td class=\"col0 leftalign\">{SOURCETYPE}<\/td>\n<td class=\"col1 leftalign\">Census<\/td>\n<td class=\"col2 leftalign\">Either\u00a0Census\u00a0or\u00a0Baptism\u00a0or\u00a0Christening\u00a0or\u00a0Marriage<\/td>\n<\/tr>\n<tr class=\"row37\">\n<td class=\"col0 leftalign\">{MARRIAGETYPE}<\/td>\n<td class=\"col1 leftalign\">By Banns<\/td>\n<td class=\"col2 leftalign\">Either\u00a0After Banns\u00a0or\u00a0By Banns\u00a0or\u00a0By Certificate\u00a0or\u00a0By Licence\u00a0(Marriage only)<\/td>\n<\/tr>\n<tr class=\"row38\">\n<td class=\"col0 leftalign\">{CENSUSGRID}<\/td>\n<td class=\"col1 leftalign\"><\/td>\n<td class=\"col2 leftalign\">Columns of text from census grid (Census\u00a0Auto Text Templates only)<\/td>\n<\/tr>\n<tr class=\"row39\">\n<td class=\"col0 leftalign\">{SYSTEM.VERSION}<\/td>\n<td class=\"col1 leftalign\">3.0.0<\/td>\n<td class=\"col2 leftalign\">Current version of Ancestral Sources<\/td>\n<\/tr>\n<tr class=\"row40\">\n<td class=\"col0 leftalign\">{SYSTEM.DATE}<\/td>\n<td class=\"col1 leftalign\">12 Mar 2012<\/td>\n<td class=\"col2 leftalign\">Today\u2019s date<\/td>\n<\/tr>\n<tr class=\"row41\">\n<td class=\"col0 leftalign\">{SYSTEM.TRANSCRIBER}<\/td>\n<td class=\"col1 leftalign\">Mike<\/td>\n<td class=\"col2 leftalign\">Name of\u00a0Transcriber\u00a0from\u00a0<a class=\"wikilink1\" title=\"ancestralsources:tutorial:options:options_general_settings\" href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-working-with-options\/\">Options ~ General Settings<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<\/div><\/details><\/div>\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h3>Source Title and Type Templates<\/h3><\/summary><div class=\"lightweight-accordion-body\"><p>These small templates allow certain titles and names to be customised. All users should be conversant with them such that a consistent naming strategy can be devised.<\/p>\n<p>Remember to use\u00a0Help\u00a0to obtain extra advice, and hover the mouse over buttons and boxes to obtain a brief\u00a0Tooltip.<\/p>\n<h4>Source Title Template Field<\/h4>\n<p>These options allow each Source Record Title to be dynamically customised, primarily for Method 1 source data entries for &#8216;source splitters&#8217;.<\/p>\n<ul>\n<li>If necessary, open Ancestral Sources<\/li>\n<li>Use Tools &gt; Options &gt; Census settings &#8211; method 1 and note the Example shown below the template.\n<ul>\n<li>Delete the keywords {PLACE} and ({OTHER}) and note how the Example changes.<\/li>\n<li>Click on the\u00a0&lt;&lt;\u00a0button and choose\u00a0{KEYPERSON.SN_GN.CAPS}\u00a0from the dropdown list.<\/li>\n<\/ul>\n<\/li>\n<li>Use Tools &gt; Options &gt; Baptism settings &#8211; method 1 and note the Example shown below the template.\n<ul>\n<li>Delete the entire template.<\/li>\n<li>Click on the &lt;&lt; button and choose the keywords {KEYPERSON.SN_GN.CAPS} and {YEAR} and {SOURCETYPE} in turn.<\/li>\n<li>Ensure a space is entered between each item.<\/li>\n<\/ul>\n<\/li>\n<li>Use Tools &gt; Options &gt; Marriage settings &#8211; method 1 and note the Example shown below the template.\n<ul>\n<li>Delete the entire template.<\/li>\n<li>Click on the &lt;&lt; button and choose the keywords {KEYPERSON.SN_GN.CAPS} and {SPOUSE.SN_GN.CAPS} and {YEAR} and {SOURCETYPE} in turn.<\/li>\n<li>Insert an ampersand\u00a0&amp;\u00a0between the key person &amp; spouse, and ensure a space is between each item.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Note how each\u00a0Example\u00a0shows the key person name in the same style as\u00a0Family Historian\u00a0uses in the\u00a0Individual Records\u00a0window when\u00a0Installation Settings\u00a0apply. Other\u00a0Keywords Sub-tags\u00a0may be better for other settings.<\/p>\n<p>Source records named in this way can sort individuals together, with their events in date order.<\/p>\n<h4>Image Title Template Field<\/h4>\n<p>These options allow each Multimedia Record Title to be dynamically customised for linked image entries.<\/p>\n<ul>\n<li>If necessary, open Ancestral Sources<\/li>\n<li>Use\u00a0Tools\u00a0&gt;\u00a0Options\u00a0&gt;\u00a0Census settings\u00a0and experiment with the\u00a0Census Image Title Template\u00a0in a similar way to the templates above.<\/li>\n<li>Use Tools &gt; Options &gt; Baptism settings and experiment with the Baptism Image Title Template in a similar way to the templates above.<\/li>\n<li>Use\u00a0Tools\u00a0&gt;\u00a0Options\u00a0&gt;\u00a0Marriage settings\u00a0and experiment with the\u00a0Marriage Image Title Template\u00a0in a similar way to the templates above.<\/li>\n<\/ul>\n<p>The date keywords {YEAR}-{DATE.MONTH.NUM2}-{DATE.DAY2} can be combined to create a title component such as 1851-03-30 that allows records to be sorted in date order.<\/p>\n<h4>Source Type Field<\/h4>\n<ul>\n<li>If necessary, open Ancestral Sources<\/li>\n<li>Use\u00a0Tools\u00a0&gt;\u00a0Options\u00a0&gt;\u00a0Baptism settings\u00a0and hover the mouse over the\u00a0Source Type\u00a0box to obtain its tooltip.<\/li>\n<li>This tooltip explains that the keyword {SOURCETYPE} is supported, and will be replaced by Baptism or Christening depending on the setting of the Use christening fact instead option below.<\/li>\n<li>Click Cancel and close Ancestral Sources<\/li>\n<\/ul>\n<\/div><\/details><\/div>\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h3>Auto Text Templates<\/h3><\/summary><div class=\"lightweight-accordion-body\"><p>Most users should consider editing existing, or creating new,\u00a0Auto Text Templates\u00a0to customise transcripts of the source data entries.<\/p>\n<p>There is also a growing number of templates in the <a href=\"https:\/\/fhug.org.uk\/kb\/download-type\/ancestral-sources\/\">Downloads\u00a0 ~ (Templates) Ancestral Sources.<\/a><\/p>\n<p>Remember to use\u00a0Help\u00a0to obtain extra advice, and hover the mouse over buttons and boxes to obtain a brief\u00a0Tooltip.<\/p>\n<h4>Auto Text Template Editor<\/h4>\n<p>These templates allow the Family Historian\u00a0Text From Source\u00a0field to hold a customised transcript of the source data. When the\u00a0Auto\u00a0button is used on the main screen, the\u00a0Text\u00a0field is composed from the selected template. This may be further edited as necessary before the entry is saved to\u00a0Family Historian.<\/p>\n<p>If any\u00a0Text From Source\u00a0field appears in a\u00a0Family Historian Report\u00a0then it usually follows on the same line as the header, unless it starts with a blank line. So it is recommended that all\u00a0Auto Text Templates\u00a0start with a blank line.<\/p>\n<p>For more advice on how to format a\u00a0Text From Source\u00a0field and obtain a tidy presentation in both\u00a0Source Records\u00a0and printed\u00a0Reports, see how to\u00a0Tabulate Multiline Text in Records and Reports.<\/p>\n<h4><a id=\"censusautotext\"><\/a>Census Auto Text Tutorial<\/h4>\n<p>This tutorial demonstrates how to create a simple generic Census transcript template.<\/p>\n<ul>\n<li>Open Ancestral Sources and ensure the Family Historian Sample Project opens by default, but if not then <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-configure-initial-settings\/\">Configure Initial Settings<\/a><\/li>\n<li>Ensure that the Census Records mode is active by clicking the Create census entries button near the middle of the toolbar, or by choosing View &gt; Census Editor<\/li>\n<li>Set Census Year: = 1901 and Place: = Guildford and Address: = 28 Park Road, which may auto-complete<\/li>\n<li>Use the menubar option Tools &gt; Autotext Template Editor\u2026<\/li>\n<li>Ensure Source: is set to Census and select the Template: named Default<\/li>\n<li>Click the Duplicate button to create a template with Title: = Copy of Default<\/li>\n<li>Note that the {CENSUSGRID} keyword produces the grid headings in the Preview: and when the grid is populated with the household it will list the household details<\/li>\n<li>Place the cursor next to {CENSUSGRID}, press the Home key and Enter key, then hold Ctrl and press Home key<\/li>\n<li>Type in Date: and a space, then from &lt; Keyword select {DATE}, and press Enter<\/li>\n<li>Type in Place: and a space, then from &lt; Keyword select {PLACE}, and press Enter<\/li>\n<li>Type in\u00a0Address:\u00a0and a space, then from\u00a0&lt; Keyword\u00a0select\u00a0{ADDR}, and press\u00a0Enter<br \/>\nNotice that the Preview: illustrates how the transcript will finally appear<\/li>\n<li>Click the Save button to preserve the template and then click the Close button<\/li>\n<li>Now click the Auto button near the Text field and choose Copy of Default<\/li>\n<li>The ticked Auto option below, means that the Text transcript will automatically update as data changes<\/li>\n<li>So alter the\u00a0Census Year:\u00a0to\u00a01911\u00a0and note how both the\u00a0Date\u00a0and the grid\u00a0Headings\u00a0change in both the main screen and the transcript<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-11449 lazyload\" data-src=\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/censusautotext.png\" alt=\"\" width=\"550\" height=\"493\" data-srcset=\"https:\/\/www.fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/censusautotext.png 550w, https:\/\/www.fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/censusautotext-300x269.png 300w, https:\/\/www.fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/censusautotext-150x134.png 150w\" data-sizes=\"(max-width: 550px) 100vw, 550px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 550px; --smush-placeholder-aspect-ratio: 550\/493;\" \/><\/p>\n<p>See the <a href=\"https:\/\/fhug.org.uk\/kb\/download-type\/ancestral-sources\/\">Ancestral Sources Template ~ Census Auto-Text Downloads<\/a> for templates that you can Copy &amp; Paste into the editor.<\/p>\n<p>The\u00a0<a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-enter-census-facts\/\">Enter Census Facts\u00a0tutorial<\/a> illustrates how an\u00a0Auto Text\u00a0transcript is included in a Census data entry.<\/p>\n<h4>Baptism Auto Text Tutorial<\/h4>\n<p>This tutorial demonstrates similar capabilities for Baptism transcript templates.<\/p>\n<ul>\n<li>If necessary, open Ancestral Sources and ensure the Family Historian Sample Project opens by default, but if not then\u00a0<a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-configure-initial-settings\/\">Configure Initial Settings<\/a><\/li>\n<li>Ensure that the Baptism Records mode is active by clicking the Create baptism entries button near the middle of the toolbar, or by choosing View &gt; Baptism Editor<\/li>\n<li>Set Place: = Guildford and Address: = Parish Church, which may auto-complete<\/li>\n<li>Use the menubar option Tools &gt; Autotext Template Editor\u2026<\/li>\n<li>Ensure Source: is set to Baptism and select the Template: named Generic Baptism<\/li>\n<li>Click the Duplicate button to create a template with Title: = Copy of Generic Baptism<\/li>\n<li>Notice that the Preview: illustrates how the transcript will finally appear<\/li>\n<li>Click the Save button to preserve the template and then click the Close button<\/li>\n<li>Now click the Auto button near the Text field and choose Copy of Generic Baptism<\/li>\n<li>The ticked Auto option below, means that the Text field will automatically update as data changes<\/li>\n<li>Experiment with entering data and note how the transcript changes<\/li>\n<li>Use menubar option\u00a0Tools\u00a0&gt;\u00a0Autotext Template Editor\u2026\u00a0again, and select the\u00a0Template:\u00a0named\u00a0Copy of Generic Baptism<br \/>\nExperiment with editing the template, Save it and click Auto to see the resulting transcript<\/li>\n<li>Close Ancestral Sources and OK any warning messages<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-11451 lazyload\" data-src=\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/baptismautotext.png\" alt=\"\" width=\"550\" height=\"524\" data-srcset=\"https:\/\/www.fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/baptismautotext.png 550w, https:\/\/www.fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/baptismautotext-300x286.png 300w, https:\/\/www.fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/baptismautotext-150x143.png 150w\" data-sizes=\"(max-width: 550px) 100vw, 550px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 550px; --smush-placeholder-aspect-ratio: 550\/524;\" \/><\/p>\n<p>See the <a href=\"https:\/\/fhug.org.uk\/kb\/download-type\/ancestral-sources\/\">Ancestral Sources Template ~ Baptism Auto-Text downloads<\/a> for templates that you can Copy &amp; Paste into the editor.<\/p>\n<p>The\u00a0<a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-enter-baptism-facts\/\">Enter Baptism Facts\u00a0tutoria<\/a>l illustrates how an\u00a0Auto Text\u00a0transcript is included in a Baptism data entry.<\/p>\n<h4>Marriage Auto Text<\/h4>\n<p>This tutorial demonstrates similar capabilities for Marriage transcript templates.<\/p>\n<ul>\n<li>If necessary, open Ancestral Sources and ensure the Family Historian Sample Project opens by default, but if not then <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-configure-initial-settings\/\">Configure Initial Settings<\/a><\/li>\n<li>Ensure that the Marriage Records mode is active by clicking the Create marriage entries button near the middle of the toolbar, or by choosing View &gt; Marriage Editor<\/li>\n<li>Set Place: = Newton and Address: = Parish Church, which may auto-complete<\/li>\n<li>Use the menubar option Tools &gt; Autotext Template Editor\u2026<\/li>\n<li>Ensure Source: is set to Marriage and select the Template: named Generic Marriage<\/li>\n<li>Click the Duplicate button to create a template with Title: = Copy of Generic Marriage<\/li>\n<li>Notice that the Preview: illustrates how the transcript will finally appear<\/li>\n<li>Click the Save button to preserve the template and then click the Close button<\/li>\n<li>Now click the Auto button near the Text field and choose Copy of Generic Marriage<\/li>\n<li>The ticked Auto option below, means that the Text field will automatically update as data changes<\/li>\n<li>Experiment with entering data and note how the transcript changes<\/li>\n<li>Use menubar option Tools &gt; Autotext Template Editor\u2026 again, and select the Template: named Copy of Generic Marriage<\/li>\n<li>Experiment with editing the template, Save it and click Auto to see the resulting transcript<\/li>\n<li>Close\u00a0Ancestral Sources\u00a0and\u00a0OK\u00a0any warning messages<\/li>\n<\/ul>\n<p>The <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-enter-marriage-facts\/\">Enter Marriage Facts<\/a>\u00a0tutorial illustrates how an Auto Text transcript is included in a Marriage data entry.<\/p>\n<\/div><\/details><\/div>\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h3>Associated Individual Types<\/h3><\/summary><div class=\"lightweight-accordion-body\"><p>These templates are for more advanced users needing to record how any person is linked to the event being entered, other than as a family relation. The most obvious examples are godparents or witnesses at baptisms and weddings.<\/p>\n<p>Remember to use\u00a0Help\u00a0to obtain extra advice, and hover the mouse over buttons and boxes to obtain a brief\u00a0Tooltip.<\/p>\n<h4>Associated Individual Types Editor<\/h4>\n<p>The following tutorials demonstrate the template editor for\u00a0Baptism\u00a0events.<\/p>\n<h5>Getting Started Tutorial<\/h5>\n<ul>\n<li>If necessary, open Ancestral Sources and ensure the Family Historian Sample Project opens by default, but if not then <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-configure-initial-settings\/\">Configure Initial Settings<\/a><\/li>\n<li>Ensure that the Baptism Records mode is active by clicking the Create baptism entries button near the middle of the toolbar, or by choosing View &gt; Baptism Editor<\/li>\n<li>Select the Main Info tab so that the key person for the baptism can be entered<\/li>\n<li>Double-click Anderson, Iain from the list of Individual names top right, and chose Individual<\/li>\n<li>Notice that the source Title: above becomes Baptism Iain Anderson<\/li>\n<li>Select the Further Info tab so that associated individuals can be entered<\/li>\n<li>From the Associations: drop-down list choose Godparents<\/li>\n<li>Double-click Addison, Helen Mary from the list of Individual names top right<\/li>\n<li>Notice how the Name: and Desc: fields are automatically updated<\/li>\n<li>If this entry were Saved:\n<ul>\n<li>The\u00a0Baptism\u00a0Event for\u00a0Iain Anderson\u00a0would gain a local\u00a0Note<\/li>\n<li>It would say God-parent: Helen Mary Addison derived from the Desc: field<\/li>\n<\/ul>\n<\/li>\n<li>Open the template editor by clicking the Edit\u2026 link to the right of the Association: field<\/li>\n<li>From the Associated Individual Type: drop-down list choose God-parents to see how the template is defined<\/li>\n<li>The Can be used with: option supports three modes:\n<ul>\n<li>Only individuals in file\u00a0requires an Individual in your database to be chosen<\/li>\n<li>Just names of individuals requires a name to be typed in<\/li>\n<li>Allow both options is the default and allows either of the above<\/li>\n<\/ul>\n<\/li>\n<li>The Individual in file methods fall into five categories:\n<ul>\n<li>Witness Role where an Individual is a Witness to a Fact (FH V6 only)<\/li>\n<li>Associations where the GEDCOM association structure ASSO tag is used<\/li>\n<li>Custom Facts where a Fact is added to the associated Individual<\/li>\n<li>Notes where text is added to a Note field or record<\/li>\n<li>Not recorded where the association only appears in transcripts from Auto Text Templates<\/li>\n<\/ul>\n<\/li>\n<li>The Just names of individuals methods are:\n<ul>\n<li>Witness Role where a named person is a Witness to a Fact (FH V6 only)<\/li>\n<li>Local Note where text is added to a Note field<\/li>\n<li>Not recorded where the association only appears in transcripts from Auto Text Templates<\/li>\n<\/ul>\n<\/li>\n<li>After examining these options and the Help, click the Cancel button (if it is enabled) and OK the warning<\/li>\n<li>The Reset button can be used to reinstate the installation default templates<\/li>\n<li>Click the\u00a0Close\u00a0button to close the editor<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-11452 lazyload\" data-src=\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/associatedindividualtypes.png\" alt=\"\" width=\"700\" height=\"423\" data-srcset=\"https:\/\/www.fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/associatedindividualtypes.png 700w, https:\/\/www.fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/associatedindividualtypes-300x181.png 300w, https:\/\/www.fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/associatedindividualtypes-150x91.png 150w\" data-sizes=\"(max-width: 700px) 100vw, 700px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 700px; --smush-placeholder-aspect-ratio: 700\/423;\" \/><\/p>\n<h4>In File Associations Tutorial<\/h4>\n<ul>\n<li>If the main screen Title: is not Baptism Iain Anderson, then re-enter this key person<\/li>\n<li>Open the template editor again by clicking the Edit\u2026 link to the right of the Association: field<\/li>\n<li>Click the New button and enter the Title: of the new association as Nanny (i.e. children\u2019s nurse)<\/li>\n<li>From the\u00a0Method:\u00a0drop-down list choose\u00a0Association struct. \u2013 both ways<\/li>\n<li>In Relation from Individual: enter Nanny<\/li>\n<li>In Relation from Associated: enter Ward<\/li>\n<li>In Local note: select {ASSOCPERSON} from &lt;&lt; button, type in was Nanny to , and select {KEYPERSON} from &lt;&lt; button<\/li>\n<li>Click the Save button and the Close button<\/li>\n<li>From the Associations: drop-down list choose Nanny and double-click Addison, Helen Mary as before<\/li>\n<li>If this were Saved:\n<ul>\n<li>Iain Anderson would gain an Association to Helen Mary Addison with relationship Nanny<\/li>\n<li>Helen Mary Addison would gain an Association to Iain Anderson with relationship Ward<\/li>\n<li>Both would have a local Note saying Helen Mary Addison was Nanny to Iain Anderson<\/li>\n<\/ul>\n<\/li>\n<li>If the\u00a0Method\u00a0chosen had been\u00a0Association structure, then only the first association would be entered<\/li>\n<\/ul>\n<p>Our Downloads offers a <a href=\"https:\/\/fhug.org.uk\/kb\/download\/associated-persons-3\/\">Property Box Tab ~ Associated Persons<\/a> customisation that lists and navigates Associations.<\/p>\n<p>You may follow or skip any of the following tutorials as you prefer, providing you perform the <a href=\"#deleteandclose\">Final Delete and Close<\/a> section.<\/p>\n<h4>In File Custom Fact Tutorial<\/h4>\n<ul>\n<li>If the main screen Title: is not Baptism Iain Anderson, then re-enter this key person<\/li>\n<li>Open the template editor again by clicking the Edit\u2026 link to the right of the Association: field<\/li>\n<li>From the Associated Individual Type: drop-down list choose Nanny<\/li>\n<li>From the Method: drop-down list choose Custom Event (noting that Custom Attribute is also available)<\/li>\n<li>The Event: name is Nanny, and is the name of the Family Historian custom Event to be created<\/li>\n<li>The Local note: is {ASSOCPERSON} was Nanny to {KEYPERSON}<\/li>\n<li>Click the Save button and the Close button<\/li>\n<li>From the Associations: drop-down list choose Nanny and double-click Addison, Helen Mary as before<\/li>\n<li>If this were Saved:\n<ul>\n<li>Helen Mary Addison would gain a Nanny custom Event<\/li>\n<li>Its local\u00a0Note\u00a0would say\u00a0Helen Mary Addison was Nanny to Iain Anderson<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>This Nanny custom Event is acceptable to Family Historian, but its default Fact Sentence will say something like <code>She experienced Nanny on 1 Jan 2000 in Newton, Surrey<\/code>. This can be improved by creating a new Custom Event within Family Historian using <a href=\"#!\" class=\"cs_tooltip\" fhugtt=\"This is the menu across the top of the main Family Historian windows. The &gt; denotes a submenu\">Tools&nbsp&gt;&nbspWork&nbspwith&nbspFact&nbspSets\u2026&nbsp<\/a> and defining a Sentence Template. In this example the name of the Custom Event must be Nanny.<\/p>\n<p>Conversely, if you already have a suitable\u00a0Custom Event\/Attribute\u00a0in\u00a0Family Historian, then ensure the\u00a0Event:\/Attribute:\u00a0name matches exactly, and for a\u00a0Custom Attribute\u00a0the\u00a0Value:\u00a0field is appropriate.<\/p>\n<h4>In File Linked Note Tutorial<\/h4>\n<ul>\n<li>If the main screen Title: is not Baptism Iain Anderson, then re-enter this key person<\/li>\n<li>Open the template editor again by clicking the Edit\u2026 link to the right of the Association: field<\/li>\n<li>From the Associated Individual Type: drop-down list choose Nanny<\/li>\n<li>From the Method: drop-down list choose Linked Notes<\/li>\n<li>The Linked note: is {ASSOCPERSON} was Nanny to {KEYPERSON}<\/li>\n<li>Click the Save button and the Close button<\/li>\n<li>From the Associations: drop-down list choose Nanny and double-click Addison, Helen Mary as before<\/li>\n<li>If this were Saved:\n<ul>\n<li>The\u00a0Helen Mary Addison\u00a0whole person record would gain a\u00a0Linked Note<\/li>\n<li>The Baptism Event for Iain Anderson would gain the same Linked Note<\/li>\n<li>The\u00a0Linked Note\u00a0record would say\u00a0Helen Mary Addison was Nanny to Iain Anderson<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4>In File Local Note Tutorial<\/h4>\n<ul>\n<li>If the main screen Title: is not Baptism Iain Anderson, then re-enter this key person<\/li>\n<li>Open the template editor again by clicking the Edit\u2026 link to the right of the Association: field<\/li>\n<li>From the Associated Individual Type: drop-down list choose Nanny<\/li>\n<li>From the Method: drop-down list choose Local note<\/li>\n<li>In the Note title: field ensure Nanny is suffixed with {ASSOCPERSON} from &lt;&lt; button<\/li>\n<li>Click the Save button and the Close button<\/li>\n<li>From the\u00a0Associations:\u00a0drop-down list choose\u00a0Nanny\u00a0and double-click\u00a0Addison, Helen Mary\u00a0as before<\/li>\n<li>If this were Saved:\n<ul>\n<li>The\u00a0Baptism\u00a0Event for\u00a0Iain Anderson\u00a0would gain a local\u00a0Note\u00a0saying\u00a0Nanny Helen Mary Addison<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4>In File Not Recorded Tutorial<\/h4>\n<ul>\n<li>Open the template editor again by clicking the Edit\u2026 link to the right of the Association: field<\/li>\n<li>From the Associated Individual Type: drop-down list choose Nanny<\/li>\n<li>From the Method: drop-down list choose Not recorded<\/li>\n<li>Click the Save button and the Close button<\/li>\n<li>From the Associations: drop-down list choose Nanny and double-click Addison, Helen Mary as before<\/li>\n<li>If this were Saved:\n<ul>\n<li>Helen Mary Addison\u00a0would not appear anywhere unless one of the\u00a0{ASSOCLIST}\u00a0keywords is used in the\u00a0Auto Text\u00a0transcript<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4>Just Names Local Note Tutorial<\/h4>\n<ul>\n<li>If the main screen Title: is not Baptism Iain Anderson, then re-enter this key person<\/li>\n<li>Open the template editor again by clicking the Edit\u2026 link to the right of the Association: field<\/li>\n<li>From the Associated Individual Type: drop-down list choose Nanny<\/li>\n<li>Under Just names of individuals: in its Method: drop-down list choose Local note<\/li>\n<li>In Description: enter Nanny:<\/li>\n<li>Click the Save button and the Close button<\/li>\n<li>From the Associations: drop-down list choose Nanny and select Just a name \u2013 not in file<\/li>\n<li>In the Name: field enter McPhee<\/li>\n<li>If this were Saved:\n<ul>\n<li>The\u00a0Baptism\u00a0Event for\u00a0Iain Anderson\u00a0would gain a local\u00a0Note\u00a0saying\u00a0Nanny: McPhee<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4>Just Names Not Recorded Tutorial<\/h4>\n<ul>\n<li>Open the template editor again by clicking the Edit\u2026 link to the right of the Association: field<\/li>\n<li>From the Associated Individual Type: drop-down list choose Nanny<\/li>\n<li>Under Just names of individuals: in its Method: drop-down list choose Not recorded<\/li>\n<li>Click the Save button and the Close button<\/li>\n<li>From the Associations: drop-down list choose Nanny and select Just a name \u2013 not in file<\/li>\n<li>In the Name: field enter McPhee<\/li>\n<li>If this were Saved:\n<ul>\n<li>McPhee\u00a0would not appear anywhere unless one of the\u00a0{ASSOCLIST}\u00a0keywords is used in the\u00a0Auto Text\u00a0transcript<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4><a id=\"deleteandclose\"><\/a>Final Delete and Close<\/h4>\n<ul>\n<li>If the main screen Title: is not Baptism Iain Anderson, then re-enter this key person<\/li>\n<li>Open the template editor again by clicking the Edit\u2026 link to the right of the Association: field<\/li>\n<li>From the Associated Individual Type: drop-down list choose Nanny<\/li>\n<li>Experiment with editing the template<\/li>\n<li>When finished, click the\u00a0Delete\u00a0button and the\u00a0Close\u00a0button<\/li>\n<li>Close Ancestral Sources and OK any warning messages<\/li>\n<\/ul>\n<p>The <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-enter-baptism-facts\/\">Enter Baptism Facts<\/a> tutorial illustrates how an Associated Individual is included in a Baptism data entry.<\/p>\n<p>The\u00a0<a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-enter-marriage-facts\/\">Enter Marriage Facts<\/a>\u00a0tutorial illustrates how an Associated Individual is included in a Marriage data entry.<\/p>\n<\/div><\/details><\/div>\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h3>Census Grid Templates<\/h3><\/summary><div class=\"lightweight-accordion-body\"><p>These templates are for the most advanced users needing to modify or create Custom Census Grids for Countries or Years not included with\u00a0Ancestral Sources.<\/p>\n<p>There are some extra Census Grid templates in the\u00a0Downloads and Links ~ Ancestral Sources\u00a0library that may be imported.<\/p>\n<p>Remember to use\u00a0Help\u00a0to obtain extra advice, and hover the mouse over buttons and boxes to obtain a brief\u00a0Tooltip.<\/p>\n<h3>Census Grid Template Editor<\/h3>\n<ul>\n<li>If necessary, open Ancestral Sources and ensure the Family Historian Sample Project opens by default, but if not then <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-configure-initial-settings\/\">Configure Initial Settings<\/a><\/li>\n<li>Ensure that the Census Records mode is active by clicking the Create census entries button near the middle of the toolbar, or by choosing View &gt; Census Editor<\/li>\n<li>Use the menubar command Census &gt; Census Templates\u2026<\/li>\n<li>In Country\/Region enter Newland, in Year enter 1900, then click the New button<\/li>\n<li>In\u00a0Date\u00a0enter\u00a01 Apr 1900, in\u00a0Reference Start\u00a0enter\u00a0RS1900, in\u00a0Fixed Columns\u00a0enter\u00a01<\/li>\n<li>Click +Add new column button and select Column Type of Name<\/li>\n<li>Click\u00a0+Add new column\u00a0button and select\u00a0Column Type\u00a0of\u00a0Relationship, set\u00a0Short Title\u00a0to\u00a0Relationship\u00a0and click\u00a0Set Default<\/li>\n<li>Click +Add new column button and select Column Type of MarriageCondition, set Short Title to Condition and click Set Default<\/li>\n<li>Click +Add new column button and select Column Type of Gender, set Short Title to Sex and click Set Default<\/li>\n<li>Click +Add new column button and select Column Type of Age<\/li>\n<li>Click +Add new column button and select Column Type of Occupation, and set Short Title to Occupation<\/li>\n<li>Click +Add new column button and select Column Type of PlaceOfBirth, and set Short Title to Birthplace<\/li>\n<li>Click +Add new column button and select Column Type of Generic for a custom column<\/li>\n<li>In Column Title enter Schedule Number and set Short Title to Schedule<\/li>\n<li>Reduce\u00a0Minimum Width\u00a0to\u00a040<\/li>\n<li>Experiment with adding other columns or using up\/down arrows to change their order<\/li>\n<li>When satisfied, click the Save button and then the Close button<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-11453 lazyload\" data-src=\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/censustemplateeditor.png\" alt=\"\" width=\"600\" height=\"459\" data-srcset=\"https:\/\/www.fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/censustemplateeditor.png 600w, https:\/\/www.fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/censustemplateeditor-300x230.png 300w, https:\/\/www.fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/censustemplateeditor-150x115.png 150w\" data-sizes=\"(max-width: 600px) 100vw, 600px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 600px; --smush-placeholder-aspect-ratio: 600\/459;\" \/><\/p>\n<ul>\n<li>On the main screen select Census Country of Newland and Census Year of 1900<\/li>\n<li>Note how the Census Date, Ref ID, and Column Titles appear<\/li>\n<li>Experiment populating the grid and when finished clear the grid and set Census Country to UK<\/li>\n<li>Use the menubar command Census &gt; Census Templates\u2026 again<\/li>\n<li>Set Country\/Region to Newland and Year to 1900<\/li>\n<li>If creating a series of Census Years with similar Columns then Copy and Paste will help<\/li>\n<li>The Export button exports the template in its own file for distributing to other users<\/li>\n<li>Click the Delete button to remove this tutorial template, OK the warning, and click Close<\/li>\n<li>Close\u00a0Ancestral Sources<\/li>\n<\/ul>\n<\/div><\/details><\/div>\n<p>Once you&#8217;ve finished this tutorial, remember to <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/ancestral-sources-tutorial-restore-original-settings\/\">Restore Original Settings<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"template":"","fh_version":[13,14,15,739],"skill_level":[18,17,16],"topic":[736],"class_list":["post-11440","kb_article","type-kb_article","status-publish","hentry","fh_version-v4","fh_version-v5","fh_version-v6","fh_version-v7","skill_level-advanced","skill_level-intermediate","skill_level-newcomer","topic-using-ancestral-sources"],"_links":{"self":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/kb_article\/11440","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/kb_article"}],"about":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/types\/kb_article"}],"wp:attachment":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/media?parent=11440"}],"wp:term":[{"taxonomy":"fh_version","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/fh_version?post=11440"},{"taxonomy":"skill_level","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/skill_level?post=11440"},{"taxonomy":"topic","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/topic?post=11440"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}