{"id":13335,"date":"2026-10-27T08:12:12","date_gmt":"2026-10-27T08:12:12","guid":{"rendered":"https:\/\/www.fhug.org.uk\/kb\/kb-article\/choosing-what-appears-in-generic-source-citations\/"},"modified":"2026-10-27T08:18:37","modified_gmt":"2026-10-27T08:18:37","slug":"choosing-what-appears-in-generic-source-citations","status":"publish","type":"kb_article","link":"https:\/\/www.fhug.org.uk\/kb\/kb-article\/choosing-what-appears-in-generic-source-citations\/","title":{"rendered":"Choosing What Appears in Generic Source Citations"},"content":{"rendered":"<h2>Introduction<\/h2>\n<p>Every generic source in <span class=\"fh\" style=\"font-size: 17px !important; line-height: 21.4286px !important;\">\u0192<span style=\"color:#73B262; font-weight: bold;\">h<\/span><\/span> takes its footnote, short footnote and bibliography entry from the same three patterns, called <em>generic source formats<\/em>. Change one and every generic source changes with it: there&#8217;s no way to have one layout for parish registers and another for wills. (For that you need templated sources, where each template carries its own formats.)<\/p>\n<p>The formats have been there since <span class=\"fh\" style=\"font-size: 17px !important; line-height: 21.4286px !important;\">\u0192<span style=\"color:#73B262; font-weight: bold;\">h<\/span><\/span>7, but because <span class=\"fh\" style=\"font-size: 17px !important; line-height: 21.4286px !important;\">\u0192<span style=\"color:#73B262; font-weight: bold;\">h<\/span><\/span> builds them for you, most people never look at them. This article explains what they control, how to choose the fields that go into each one, and what to leave out. For the full detail, see <a href=\"https:\/\/www.family-historian.co.uk\/help\/fh8\/genericsourceformats.html\" target=\"_blank\" rel=\"noopener noreferrer\">Generic Source Formats<\/a> and <a href=\"https:\/\/www.family-historian.co.uk\/help\/fh8\/genericsourceformatsdialog.html\" target=\"_blank\" rel=\"noopener noreferrer\">Generic Source Formats Dialog<\/a> in the Help file.<\/p>\n<h2>What the Formats Control<\/h2>\n<p>There are three generic source formats:<\/p>\n<ul>\n<li><em>Footnote<\/em>: the full citation, used in the Sources section of reports, books and websites.<\/li>\n<li><em>Short Footnote<\/em>: a shorter version for later citations of a source that has already been cited. Reports only use it if <em>Use Short Footnotes for Citations to Already-Cited Source<\/em> is ticked on the <em>Sources<\/em> tab of Report Options.<\/li>\n<li><em>Bibliography<\/em>: the source&#8217;s entry in the Bibliography section of a report or book.<\/li>\n<\/ul>\n<p>Templated sources have a fourth format, for the record title. Generic sources don&#8217;t, because <span class=\"fh\" style=\"font-size: 17px !important; line-height: 21.4286px !important;\">\u0192<span style=\"color:#73B262; font-weight: bold;\">h<\/span><\/span> doesn&#8217;t generate their titles: you type those yourself.<\/p>\n<p>The formats also decide what you see in the <em>Citation List Pane<\/em> at the bottom of the Property Box. It shows each citation&#8217;s footnote unless you pick something else with <em>Display Citation As<\/em>, on the menu at the bottom of the pane.<\/p>\n<h2>Choosing the Fields<\/h2>\n<ol>\n<li>Open <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;&nbspPreferences<\/a> and go to the <em>Sources<\/em> tab.<\/li>\n<li>Click <em>Generic Source Formats<\/em>.<\/li>\n<li>In <em>Format<\/em>, choose Footnote, Short Footnote or Bibliography. Each is set up separately, so repeat the steps below for each one.<\/li>\n<li>Under <em>Source Record Details<\/em>, tick the fields from the Source record that you want included, such as the author and title.<\/li>\n<li>Under <em>Citation Details<\/em>, tick the fields that belong to the citation, such as <em>Where within Source<\/em> or <em>Entry Date<\/em>. These are for footnotes: a bibliography entry describes the source as a whole, not one use of it.<\/li>\n<li>If you want the repository, tick <em>Include Repository Information<\/em> and choose which of its fields to show.<\/li>\n<li>Tick <em>View Format<\/em> to see the format <span class=\"fh\" style=\"font-size: 17px !important; line-height: 21.4286px !important;\">\u0192<span style=\"color:#73B262; font-weight: bold;\">h<\/span><\/span> has built from your choices.<\/li>\n<li>Click <em>OK<\/em>, then check the result in the Citation List Pane or a report.<\/li>\n<\/ol>\n<h2>Leave Out Text from Source and Notes<\/h2>\n<p>The dialog will let you include Text from Source and notes, but the Help advises against it. Inside a citation they are turned into plain text and cut short if they&#8217;re long, and you only get one of each. Tables, in particular, come out badly.<\/p>\n<p>Leave them unticked and add them to the report instead. On the <em>Sources<\/em> tab of Report Options (or Book Settings), the <em>Append from Source Record<\/em> and <em>Append from Citation<\/em> options put the Text from Source and notes below the citation, all of them and with their formatting intact. Don&#8217;t use both methods, or you&#8217;ll get everything twice. See <a href=\"https:\/\/www.family-historian.co.uk\/help\/fh8\/reportoptionsdialogsourcestab.html\" target=\"_blank\" rel=\"noopener noreferrer\">Report Options Dialog: Sources Tab<\/a>.<\/p>\n<h2>Bibliography Entries Are Merged<\/h2>\n<p>The Bibliography is always in alphabetical order, and identical entries are merged into one. So the fields you choose for the Bibliography format decide how many entries you get: if two generic sources produce the same text, they share an entry. Bear this in mind before you cut the format down to one or two fields.<\/p>\n<h2>Going Further: Customize<\/h2>\n<p>For more control, tick <em>Customize<\/em> and edit the format yourself. Generic formats use the same building blocks as source template formats (data references, functions and angle-bracket expressions) with one exception: there are no field codes, because those belong to templates. Where a template format has <code>{Author}<\/code>, a generic format uses a data reference in curly brackets, such as <code>{%SOUR.AUTH%}<\/code>.<\/p>\n<p>In the Footnote and Short Footnote formats, fields on the citation are reached through <code>CUR~CITN<\/code>. These references don&#8217;t work in the Bibliography format, which isn&#8217;t tied to any one citation.<\/p>\n<table style=\"border-collapse: collapse; width: 100%;\">\n<thead>\n<tr>\n<th>Field<\/th>\n<th>Data reference<\/th>\n<th>Formats<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Author (Source record)<\/td>\n<td><code>{%SOUR.AUTH%}<\/code><\/td>\n<td>All three<\/td>\n<\/tr>\n<tr>\n<td>Where within Source<\/td>\n<td><code>{%CUR~CITN.PAGE%}<\/code><\/td>\n<td>Footnote, Short Footnote<\/td>\n<\/tr>\n<tr>\n<td>Entry Date<\/td>\n<td><code>{%CUR~CITN.DATA.DATE%}<\/code><\/td>\n<td>Footnote, Short Footnote<\/td>\n<\/tr>\n<tr>\n<td>Assessment<\/td>\n<td><code>{%CUR~CITN.QUAY%}<\/code><\/td>\n<td>Footnote, Short Footnote<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The quickest way to find the reference for any other field is to tick it, tick <em>View Format<\/em>, and see what <span class=\"fh\" style=\"font-size: 17px !important; line-height: 21.4286px !important;\">\u0192<span style=\"color:#73B262; font-weight: bold;\">h<\/span><\/span> has added.<\/p>\n<a href=\"https:\/\/www.family-historian.co.uk\/help\/fh8\/sourcetemplateformats.html\" target=\"_blank\" rel=\"noopener noreferrer\">Source Template Formats<\/a> explains how to build a format. Most of its examples use field codes, but everything else on that page applies to generic formats too. Read its <em>Special-Handling for Top-Level Text<\/em> section before you start: it explains the stray spaces and vanishing commas that catch most people out.<\/p>\n<h2>Changing One Citation Only<\/h2>\n<p>In <span class=\"fh\" style=\"font-size: 17px !important; line-height: 21.4286px !important;\">\u0192<span style=\"color:#73B262; font-weight: bold;\">h<\/span><\/span>8 you can also override the footnote, short footnote or bibliography entry for a single citation or a single source, without touching the formats. Click the <em>Customize<\/em> link at the bottom of the side panel in the Citation Window; see the <em>Customising Citation Output<\/em> section of <a href=\"\/kb\/kb-article\/sources-and-citations-in-version-8-for-new-users\/\">Sources and Citations in Version 8 (for New Users)<\/a>.<\/p>\n<h2>See Also<\/h2>\n<ul>\n<li><a href=\"\/kb\/kb-article\/sources-and-citations-in-version-8-for-new-users\/\">Sources and Citations in Version 8 (for New Users)<\/a><\/li>\n<li><a href=\"\/kb\/kb-article\/customising-v7-to-use-v6-style-sources\/\">Customising Display for Generic Sources to Resemble V6 (Versions 7 and 8)<\/a><\/li>\n<li><a href=\"https:\/\/www.family-historian.co.uk\/help\/fh8\/preferencesdialogsourcestab.html\" target=\"_blank\" rel=\"noopener noreferrer\">Preferences Dialog: Sources<\/a> in the Help file<\/li>\n<\/ul>\n","protected":false},"template":"","fh_version":[739,826],"skill_level":[17,16],"topic":[104,83],"class_list":["post-13335","kb_article","type-kb_article","status-publish","hentry","fh_version-v7","fh_version-v8","skill_level-intermediate","skill_level-newcomer","topic-customisation","topic-sources-and-citations"],"_links":{"self":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/kb_article\/13335","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"}],"version-history":[{"count":1,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/kb_article\/13335\/revisions"}],"predecessor-version":[{"id":13338,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/kb_article\/13335\/revisions\/13338"}],"wp:attachment":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/media?parent=13335"}],"wp:term":[{"taxonomy":"fh_version","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/fh_version?post=13335"},{"taxonomy":"skill_level","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/skill_level?post=13335"},{"taxonomy":"topic","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/topic?post=13335"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}