This article assumes you’re familiar with working with Sources and Citations in \u0192h<\/span><\/span>6.\u00a0 If you’re a complete newcomer to Family Historian, read Sources and Citations in Version 7 (for New Users)<\/a>.<\/p>\n Hand in hand with these changes there are user interface changes, including a new Citation Window (showing details of a Source and an associated Citation in one window).<\/p>\n As already mentioned, Source Templates make it simpler to record information identifying sources in a consistent, clear manner. It does this by allowing you to capture the information about a source in a set of fields specific to the kind of source you’re recording. The \u0192h<\/span><\/span>7 Help file covers this in Sources and Source Templates<\/a> and Getting Started with Source Templates<\/a>\n<\/p>\n For example, if you’re referring to a Baptism or Burial source, you might record some or all of:<\/p>\n And if you’re recording a Birth or Source Templates not only determine what fields are available to identify a source of a particular kind; they also identify what fields should be included in citation-level information for a source of that kind. So, for example, if you’re a ‘splitter’ (typically many sources, few citations per source), you’ll use templates that include most of the source information in the source fields, including Text from Source, and less information in the citation-level fields (such as the Citation Assessment and possibly a Citation Note).\u00a0 And if you’re a ‘lumper’ (typically fewer sources, many citations per source), you’ll use templates that include fewer source fields and more citation fields. As always, \u0192h<\/span><\/span> is flexible enough to allow you to mix-and-match the different types of source information — a template for a birth registration index would usually have more citation-level fields than a template for a birth registration certificate.<\/p>\n \u0192h<\/span><\/span>7 uses the information you’ve provided in the template-specific fields to create the following display elements:<\/p>\n You can customize all of the above per source template, and use them in reports, or in the Citation List Pane<\/em><\/a> which shows the Sources cited for a particular fact.<\/p>\n By contrast, in \u0192h<\/span><\/span>6 or when using Generic Sources in \u0192h<\/span><\/span>7, you have to fit the relevant information into a fixed (and much less specific) set of fields (as described at Working with Sources and Citations<\/a> ):<\/p>\n You cannot customise \u0192h<\/span><\/span>7 to automatically generate the Title for Generic Sources; however, you can customise the structure of\u00a0 Footnotes, Short Footnotes and Bibliography entries (which will be the same for all Generic Sources) and use them in reports or the Citation List Pane.<\/p>\n<\/div><\/details><\/div>\n Although Templates make source data entry and display simpler, there are reasons you might decide to continue to use Generic Sources instead.<\/p>\n You may decide that the work involved in converting sources to use templates is justified if:<\/p>\n It is possible to retain existing Generic Sources and use Templates to create new sources under version 7, but before adopting this practice, you should assess how consistent your reports will appear and whether that matters to you. Consistent reports will look more ‘professional’ but you may not care about that.<\/p>\n Both Templated Sources and Generic Sources can benefit from Autotext, Source-Driven Data Entry and the additional values for recording Citation Assessments<\/a>.<\/p>\n<\/div><\/details><\/div>\n \u0192h<\/span><\/span>7 comes with two collections of templates: the Essentials Collection and the Advanced Collection.<\/p>\n The Essentials collection was designed by Calico Pie, based on input from experts at the University of Strathclyde and elsewhere, and contains 16 templates that should cover the most common source types. Although they are not as detailed as the Advanced templates, they should be a good balance between precision and complexity for most users. We recommend you start with these Templates unless you are already familiar with the work of Elizabeth Shown Mills and wish to adopt her standards.<\/p>\n The Advanced collection contains 169 highly-detailed templates based on the work of Elizabeth Shown Mills, whose book Evidence Explained<\/em><\/a> is widely used by professional\/advanced genealogists to help to generate standard citations.\u00a0 However, even with templates, Evidence Explained compliant source records can be a lot of work to create and are overkill for many people.<\/p>\n You can also create custom versions of any of the templates supplied (by copying them and customising the copy; you cannot edit the standard templates) or create your own templates.\u00a0 Or you can mix and match custom templates, Essential Templates, Advanced Templates and Generic Sources. However, we advise you always use the same approach for the same source type!<\/p>\n See Adding, Customising and Sharing Source Templates in Version 7<\/a> for more on making the Templates you choose available and customising them to meet your needs.<\/p>\n<\/div><\/details><\/div>\n There are three main ways to create a Source and\/or Citation in \u0192h<\/span><\/span>7, some of which will be familiar from similar facilities in \u0192h<\/span><\/span>6 and one of which is entirely new and introduces some new functionality.<\/p>\n The first option is similar to \u0192h<\/span><\/span>6: The Add Citation<\/em> button It opens a Citation Window, <\/em>where you can view or create a source and add citation-specific data, which creates a citation for the currently selected fact. As well as entering the data for your source, you can see the automatically generated Footnotes, Bibliography entry and Title (only automatically generated for a Source created from a Template). If you want to show\/hide the side panel for footnotes etc. click the Show Side Panel Citation Window Text from Source<\/em>, Notes<\/em> and Media<\/em> have their own tabs; each can be used to add the relevant item to either the Source or Citation.<\/p>\n You may wish to customise<\/a> the Citation main tab to include Text from Source or Notes for quick access. (Any customisations you make here will also apply to the Citation window under Option 3.)<\/p>\n Again, this will be familiar from \u0192h<\/span><\/span>6: Right-click on white space\u00a0within the Sources Record List<\/em> and select New Source.<\/em> This will create a blank Generic Source, exactly as it does in \u0192h<\/span><\/span>6.<\/p>\n You may wish to customise <\/a>the Source main tab to include Text from Source or Notes for quick access.<\/p>\n The Source<\/em> button You can achieve the same thing via Add > Source\/Citation<\/a>.<\/p>\n Both routes are gateways to source-driven data entry, and\u00a0 open the Prepared Citation window:<\/p>\n As well as entering the data for your source and optional Prepared Citation, you can see the automatically generated Footnotes, Bibliography entry and Title (only automatically generated for a Source created from a Template). If you want to show\/hide the side panel for footnotes etc. click the Show Side Panel Compared to \u0192h<\/span><\/span>6, Text from Source<\/em> and Notes <\/em>have moved to their own tabs (to make room for more source fields and the citation details) but the Citation main tab can be customised<\/a> to include them if wanted. (Any customisations you make here will also apply to the\u00a0 Citation window under Option 1.)<\/p>\n There are a set of buttons on the bottom that allow you to use a Prepared Citation<\/a> in a number of contexts. <\/p>\n A Prepared Citation is, simply, the combination of:<\/p>\n It is not\u00a0<\/strong>a citation linking a source and a fact, but a means to create such a citation easily and consistently.<\/p>\n There can only be one Prepared Citation in existence in a project (the most recently created one).<\/p>\n It is saved in the Header Record (although you don’t need to know that to use it), and is preserved over a restart of \u0192h<\/span><\/span>, which is convenient if you’re working with a complex source and need to construct a lot of facts over a number of work sessions.<\/p>\n To view\/use your current Prepared Citation, use View > Prepared Citation<\/a> or select the Source button The buttons at the bottom of the Prepared Citation window offer three possibilities to use the Prepared Citation:<\/p>\n It may be that there is no DEA for the kind of Source, you’re working with, or you might prefer to create Facts and their associated Citations manually, in which case you have two further options to use your Prepared Citation:<\/p>\n This is very similar to \u0192h<\/span><\/span>6 with some minor user interface changes.<\/p>\n To add Media, go the the Media<\/em> tab on any of:<\/p>\n In all cases, use the Add Media button You can also create and link to a new Media Record by dragging-and-dropping a file into the Media window.<\/p>\n<\/div><\/details><\/div>\n Report options associated with Sources have changed somewhat.\u00a0 If you choose to show Source Citations, the Footnote format will be displayed (although you have the option to use the Short Footnote format for citations to already-cited sources.)\u00a0 You can also optionally include a Bibliography at the end of the report.<\/p>\n Note: Although you can customise e.g. the Footnote for a particular kind of Source to include Text from Source and\/or Source Notes, If you want to include Text from Source and\/or Notes in Footnotes, it is best to append them using the Report Options, otherwise they will be truncated.<\/p>\n \u0192h<\/span><\/span>7 introduces a new ‘Sources and Citations’ report which shows details of one or more sources with a list of the citations to them.<\/p>\n<\/div><\/details><\/div>\n <\/p>\n <\/p>\n","protected":false},"template":"","fh_version":[739],"skill_level":[18,17,16],"topic":[68,83],"class_list":["post-11588","kb_article","type-kb_article","status-publish","hentry","fh_version-v7","skill_level-advanced","skill_level-intermediate","skill_level-newcomer","topic-faqs","topic-sources-and-citations"],"_links":{"self":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/kb_article\/11588","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=11588"}],"wp:term":[{"taxonomy":"fh_version","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/fh_version?post=11588"},{"taxonomy":"skill_level","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/skill_level?post=11588"},{"taxonomy":"topic","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/topic?post=11588"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}What Has Changed?<\/h2>\nWhat’s New in Family Historian 7<\/a> has the full detail, but in summary the changes are:<\/p>\n
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Templated Sources versus Generic Sources<\/h3><\/summary>
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Should I Use Source Templates?<\/h3><\/summary>
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Which Templates Should I Use?<\/h3><\/summary>
Creating and Using Sources and Citations<\/h3><\/summary>
Option 1 (Add a Citation to an Existing Fact)<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/helpv6\/sourcerecords_2.png\")
at the bottom of the Citation List Pane<\/em> associated with an Individual’s Property Box <\/em>allows you to cite an existing source, or create and cite a new source, in support of a fact you’ve already created.<\/p>\n![\"Citation](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/Screenshot-2020-10-05-14.00.03-300x217.png\")
![\"Show](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/Screenshot-2020-10-04-163239.png\")
\u00a0 <\/em>button to toggle visibility.<\/p>\nOption 2 (Blank Generic Source)<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/10\/New-Generic-Source-300x231.png\")
Option 3 (The Source Button)<\/h3>\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/Source-Icon.png\"){kind=icon}
on the main toolbar allows you to create a source, and (if you wish) prepare a citation<\/a> to it, or to prepare a citation<\/a> to an existing source. (You can also view your current Prepared Citation, or Help specific to using the Source button). Even if you don’t want to prepare a citation, it is the quickest way of creating a Source.<\/p>\n![\"Citation](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/Screenshot-2020-10-04-16.17.21.png\")
\u00a0 <\/em>button to toggle visibility.<\/p>\n<\/a>What is a Prepared Citation?<\/h3>\n<\/p>\n
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followed by View Prepared Citation<\/em>.<\/p>\n<\/a>Using a Prepared Citation<\/h3>\n
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![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/Data-Entry-Assistant.png.jpg\")
allows you to run a special type of plugin called a Data Entry Assistant (or DEA). A DEA typically takes data you’ve entered into Source fields, and prompts for extra data that is contained in the Source, and uses that data to create related facts and the relevant Text from Source. (This is often referred to as Source-driven Data Entry). On completion, a DEA will display a list of every Fact it created or updated, so that you can verify what has been done, edit the changes if necessary or undo all the changes using (using Edit > Undo Plugin Updates<\/a>.) DEAs are written by members of the user community and downloaded from the Plugin Store, just like other plugins. The DEA button allows you to choose a plugin to run, to read about DEAs and the specific DEAs available for the kind of Source you’ve created, or to browse the \u0192h<\/span><\/span> Plugin Store for new and updated DEAs.<\/li>\n<\/ul>\n\n
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/Enable-Automatic.png\")
opens the Automatic Source Citation Pane<\/em> and enables Automatic Source Citations<\/a>; the feature works as it did in \u0192h<\/span><\/span>6, except that the citation-level data fields shown in the Automatic Source Citation Pane vary according to the source being cited.<\/li>\n![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/Copy-Citation.png\")
copies the Citation to the clipboard; you can then paste the citation to any fact you choose using the Paste Citation from Source Clipboard button ![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/Paste-citation-from-Source-Clipboard.png\")
at the bottom of the Citation List Pane associated with an Individual’s Property Box. This is similar to copy-and-pasting a citation from one fact to another in \u0192h<\/span><\/span>6, except that you are doing it with a Prepared Citation, not a Citation already linked to a fact.<\/li>\n<\/ul>\n<\/div><\/details><\/div>\nAdding Media to Sources and Citations<\/h3><\/summary>
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![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/helpv6\/propertyboxmaintabforsource.png\")
to create a new Media record (Insert from File<\/em>) or Link to Existing Media Record<\/em>. You will be prompted to specify whether you want to add the Media to the Source or Citation (where relevant).<\/p>\n\n
Viewing Sources and Citations<\/h3><\/summary>
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followed by View Prepared Citation.<\/em><\/li>\n![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/helpv6\/familyconnectionmapper_6.png\")
icon at the bottom of the Source Pane and choosing Display Citation As >)<\/em><\/li>\n when viewing a Source or a Citation and select Show Source Record’s Citations in Result Window.\u00a0<\/em><\/li>\n<\/ul>\n<\/div><\/details><\/div>\nIncluding Sources and Citations in Reports<\/h3><\/summary>
![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/09\/Report-Options-for-Sources.png\")
<\/p>\n