Dear Jerry, Many thanks to you and others for their comments.
I have no problem with the difference between a master source record (eg Birth certificates) and source detail (an individual, specific, birth certificate). I thought that I would try and tidy up my records and check that all my info was cited correctly and systematically organised. Although I have been using Legacy for at least 10 years, I have never used the 'source citation'. All my info is under the 'research' tab (in the parlance of previous threads, I am a 'lumper'). I started with birth certificates & created a master source 'Birth certificates' under 'Events, Birth'. I then added all my individual birth certificates - my research notes tend to say 'have birth cert' without much more info. This is all fine. I created a template (in Notepad) which I used to make sure that all the info was included and in the same order for each record. (I find this a very useful discipline, particularly with items such as wills where you need to extract and summarise the core information.) Moving next to marriage certificates, there is no 'Marriage' under 'Events'. Ergo, I want to create an 'Event' called 'Marriage' with a Master Source 'marriage certificates' and then list the details of individual marriage certificates along with the details for a given individual (again, using a template for consistency). However, I can't see how to edit 'Events' to include 'Marriage'. I don't want 'Marriage to be 'Unspecified' - that seems inappropriate. Further, I would like the two individuals who are married to share the same 'Source detail' Maybe I'm not using the Legacy system in the way it was designed to be used; if it gets too messy, I'll just revert to putting all the info into the 'Research' tab. All good wishes, Joan On 04/08/2011 04:46, Jerry wrote: > Hi Joan. Others have already mentioned about the difference between the > source record and the source detail, but I'll say it a different way. > The source record is a master record that will be exactly the same for > every person for whom it is used, whereas the source detail is the > specific detail about page numbers or what-have-you that could be > different for every person. You might already be aware of that, but it > took me a while, when I first started working with Legacy, to comprehend > the big distinction. > > The other thing I'm curious about, though, is why you would want to > place a bunch of details in any master source that contain separate > items for date of birth, place of birth, name, father, mother, etc. all > lumped into the one master source, if I understood you correctly. My > opinion is that duplicate information that is already a part of the > record need not be repeated - for example, why repeat a person's name in > the source detail unless it is a different name, in which case you would > place that event as an Also Known As (Alias) name and indicate the > source for that different name. Obviously, you must have a reason for > doing what you are doing, but if you lump all that information under one > master source, then really and truly, it does belong under the > unspecified category. > > Just my thoughts, > Jerry Boor / http://www.MerriamFamilyTree.org/ > > On 8/3/2011 6:37 PM, Joan Kemp wrote: >> Many thanks for this, but two points; >> >> How do I create a template? The only way I seem to be able to do this >> is to name a master source then copy& paste the template details from a >> saved Notepad file. This is pretty clumsy! >> >> 1. New master source: Birth certificate >> 2. Copy from Notepad: >> >> Date of Birth: >> Place of Birth: >> Name: >> Father: >> Mother: >> Father's Occupation: >> Signature: >> Reg Date: >> >> 3. Fill in details manually. >> >> I want to be able to combine 1.& 2. above >> >> I also want to similarly create a new master source called 'Marriage >> certificate' - and change the name from 'unspecified' to 'Marriage' >> >> Thanks >> >> Joan >> >> >> >> On 03/08/2011 23:15, Jenny M Benson wrote: >>> On 03/08/2011 22:38, Joan Kemp wrote: >>>> How can you change the name of a source from 'Unspecified'? >>>> >>>> I have set up a new master source as a template for the information >>>> contained on a standard birth certificate. >>>> I have called it 'Birth certificate template' but it would be nice if it >>>> weren't listed as 'Unspecified' >>> Unspecified is not the name of a Source. It is the name of a field that >>> you can enter a Source in if you so wish. If you have a Source in the >>> Unspecified field on someone's record you can simply delete it. On the >>> person's Assigned Sources screen, click on the Unspecified field to >>> select it and click Remove. >>>> And how do you remove sources you'll never need, such as LDSB (whatever >>>> that might be)????? - you can always re-create then if eventually needed. >>> Either you have created this Source, or you imported it with data from >>> someone else. Provided no person has that Source attached to them you >>> can simply delete it from the Source list. (If it is attached to anyone >>> you will need to Remove it from their Assigned Sources first.) To >>> delete it, open the Master Sources List, highlight the unwanted Source, >>> select Options and click Delete Master Source. >>> >>> >> >> 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 >> Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on >> our blog (http://news.LegacyFamilyTree.com). >> To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp >> >> > > > 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 > Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on > our blog (http://news.LegacyFamilyTree.com). > To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp > > > 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 Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on our blog (http://news.LegacyFamilyTree.com). To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp
