You're welcome, Bruce. Those who are just beginning to use the Source Clipboard may be a little confounded by some confusing terminology. When creating a new Master Source you're given the option to add Text/Comments via a tab on the "Add A New Master Source" screen. This is *different* from the Text/Comments tab offered on the Source Clipboard. If you wish to have a Master Source that can be used, for example, for different families living in the same area in the same census year then you would enter the Text/Comments on the Source Clipboard rather than with the Master Source. This maintains a generic Master Source that can be used repeatedly for different families simply by changing the Text/Details on the Clipboard.
Kirsten -----Original Message----- From: Bruce Jones [mailto:[email protected]] Sent: Wednesday, October 13, 2010 11:14 AM To: [email protected] Subject: Re: [LegacyUG] Using Clipboard? Thanks, Kirsten, I picked up a step I had been missing by entering the source from the individual screen (I had been going to the Add or Edit screen every time) I want to highlight something Kirsten said in case anyone missed it. She transcribes *all* details from *all* family members into the Detail Text field. If this Master/Detail combination is used, without change, for the husband's name as well as his birth place (for example) and then is also used for 5 other family members for their name and birth place, that Source Clipboard will be used for 10 source citations. Then, as Kirsten says, there would only be one source citation in any report for the 10 uses of that citation; i.e., there will be 10 pieces of data in the report with the same source number. It not only saves time entering the sources but it also makes for cleaner reports. But this would not work if you only put information for just one person into the Detail text. I hope this helps someone. On Wed, Oct 13, 2010 at 2:38 AM, Robert Runion <[email protected]> wrote: Kirsten's explanation was very interesting - I tried it on a few - adding, then previewing and then removing - just to see how it would work. It would be a lot of additional work for me at this time, but it is something to consider. I had not used the method before, but can see that it is useful. Thanks Kirsten for sharing. Now if there is a way to incorporate it into changes via Access or LTools......... :-) Bob On Oct 13, 2010, at 1:20 AM, Kirsten Bowman wrote: > Elizabeth: > > As has already been noted, there are two different clipboards--one for > Sources and one for Events. I find the Source Clipboard a tremendous > timesaver and absolutely invaluable. Here's how I use it for census records: > > First you create a Master Source. This would include at least the year and > country. The benefits of the Master Source arrangement are to (1) reduce > repetitive typing, (2) group sources into a sensible structure to fit your > needs. From there you get into the "splitting vs lumping" discussion which > is heavily covered in the list archives. I include state/province and county > in my Master Source so I can see all the individuals who lived in a certain > county in a given year. This produces a fairly long Master Source list (mine > has just over 500 Master Sources for roughly 10,000 individuals) others > prefer to have fewer Master Sources and so they may not identify separate > states/provinces at the Master Source level. > > Next you go to the Individual's Information screen and click on the blue "Up" > arrow on the left to open the Source Clipboard. Clear it by clicking on the > appropriate button at the bottom of the screen. Then click on the Step 1 > link at the top of the same screen and select the census Master Source that > you want to use. Fill in the Detail Information fields on the Clipboard. > Next I click on the Text/Comments tab and transcribe all the details from the > census listing for all family members. Click on Save to return to the > Individual's Information screen. > > Then the fun begins! Put your cursor in any field (usually name and > date/place of birth) and click the "-" sign below the Up arrow. The Source > Citation will be attached to each field as you go. If the census listing is > evidence of a relationship, I attach it to those fields too by clicking on > the Add ir Edit Source Citations screen and scrolling down to Relationship to > Father, Relationship to Mother. Do the same thing for each person in the > census listing. If you find later that you've accidentally missed a field > it's easy to copy the Source Citation from a family member back onto the > Source Clipboard and attach it to the missed field. > > I strongly recommend experimenting with a census source, attaching it to a > few fields, and then checking the report you use most often in order to see > the result. Note that the citation will print only once in the report even > if you've attached it to several fields for different individuals. If you > make a change to a citation, however, even something as small as adding a > blank space, it will appear as a different source. It's important to > proofread your data in the Output Preview before you begin attaching it to > multiple fields because going back to delete and then add a corrected version > is something of a pain. > > Once you get used to using it, I think you'll find the Source Clipboard one > of the best features in Legacy. > > Kirsten Legacy User Group guidelines: http://www.LegacyFamilyTree.com/Etiquette.asp Archived messages after Nov. 21 2009: http://www.mail-archive.com/[email protected]/ Archived messages from old mail server - before Nov. 21 2009: http://www.mail-archive.com/[email protected]/ Online technical support: http://www.LegacyFamilyTree.com/Help.asp To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp
