Kirsty,

I source what I, myself, know. In this case, the source of your evidence is the 
person who supplied the info. I would note where you might find the original, 
so that you or another researcher could more easily view it first-hand. But you 
did not personally view the source document. You aren’t even sure that the 
person supplying it did. For me, a source documents the source of the 
information that I used to reach a conclusion. Everything else goes into 
determining the quality of that source. For some facts, I may not want to have 
better sources. I may not be able to justify the expense, or maybe a better 
quality source doesn’t exist. So, for my purposes, the source is what I used, 
not what I could have used. The ‘coulda, shoulda, woulda goes into notes.

Don



From: Kirsty M. Haining [mailto:khain...@comcast.net]
Sent: Monday, December 09, 2013 5:08 PM
To: LegacyUserGroup@LegacyUsers.com
Subject: RE: [LegacyUG] sourcing questions



Don —


Thank you for this thoughtful response. It helps clarify some issues in my mind.



It sounds like, in my specific situation, you would advocate sourcing the 
person who supplied the vital certificate rather than the entity that created 
or holds those certificates. This is opposite what Jenny was saying she does — 
in the example you used, Jenny would (if I understand her correctly) source the 
birth certificate’s issuing agency and then comment that she received the image 
of the birth certificate from Sarah Rubenstein by email who said she got it 
from her professional genealogist who visited xyz County Courthouse in the 
Summer of 2010).



The actual style of sourcing, then, seems like one of those stylistic choices 
that a genealogist will choose and then hopefully stick with consistently (like 
burial notes versus cemetery event). Your comments on “form” versus “substance” 
and the purpose being to help another person find that same information are 
also helpful.  I think I can sometimes get bogged down worrying over the 
“right” way to do something, when what’s most important is that the information 
is communicated. It seems like every year or two I’m updating the way I handle 
sources; they become more and more precise.  (And I always vow that one of 
these days I’m going to have to go back and fix the incomplete sourcing I did 
back when I was first getting started.) I felt confused about what to do 
earlier today, but now I feel more confident in the choices I’ll end up making 
for my particular sourcing situations.



Thank you for your response.



cheers,

Kirsty Haining

Seattle, WA

J



From: Don Hanson [mailto:terra...@comcast.net]
Sent: Monday, December 9, 2013 1:09 PM
To: LegacyUserGroup@LegacyUsers.com
Subject: RE: [LegacyUG] sourcing questions



Think of every fact (or event) that you record for an individual as something 
that needs to be proven ‘beyond a reasonable doubt’. Your source citations are 
your effort to build a case for a particular conclusion (fact or event). The 
quality of the source can make or break your case.



It helps (for me, anyway) to remember the reason that you record sources. Your 
memory is not going to perfectly remember everything, especially as your tree 
gets bigger. You will find records with information that contradicts or 
conflicts with other records that you have gathered and you’ll want to figure 
out which is the most accurate. Sometimes you’ll discover that one paper trail 
is following someone who is not the person that you thought it was.  Your 
source citations will help you come to a reasonable conclusion.



Let’s say that you received an image of a birth certificate from a cousin who 
attached it to an email to you. The email may have said that she, or a 
genealogist that she hired, made a copy of the original document on a visit to 
xyz County Courthouse, sometime during the Summer of 2010. You could create a 
new Repository with your cousin’s name, say Sarah Rubenstein, recording her 
address, phone #, website (if she has one), and email address. If she is the 
source of several facts in my tree, I might create a master source calling it 
something like ‘Sarah Rubenstein’s research’. I would use that source and 
record the specifics of the email as they pertain to the birth certificate.



In other words put as much as you can in writing, in a consistent way, so that 
you or others can follow how you came to the conclusion that a certain birth 
date is correct, for example. Unless that person can see the document 
themselves, what you or your cousin say is simply hearsay. The idea is to make 
it easier for that person to find the original document. In that respect, the 
‘form’ is less important than the ‘substance’. Where did you get it? What do 
you know about it? You will have the opportunity to Analyze Source Quality on 
the Detail Information tab of the Source Citation detail screen.



You add source citations on the same screen that you add events or facts to a 
person (click the paper/pencil icon in the middle of the icon bar below the 
general person facts or…click on the books icon to edit the Sources assigned to 
the person. Or…from the View tab>Master Lists dropdown, choose Source… As is 
usually the case in Windows programs, there are several ways to accomplish the 
same task. Use whichever is most intuitive to you.



BTW, use the Help tab > Help Index and begin typing the term that you want help 
with into the box. I typed sour and had a list of “source” related subjects 
come up.

Don Hanson



From: Kirsty M. Haining [mailto:khain...@comcast.net]
Sent: Monday, December 09, 2013 1:18 PM
To: LegacyUserGroup@LegacyUsers.com
Subject: [LegacyUG] sourcing questions



I’ve been trying to figure out the answer to a sourcing question and have not 
been able to figure out the answer through the SourceWriter templates or 
through flipping through my copy of Evidence Explained, so I thought I’d ask 
here and see if someone else knows the answer.



When you have a digital image of a vital record, the SW prompts you through the 
documenting the website source of the image, collection name, yada, yada, yada. 
You are also prompted to put in the date you accessed the website. So here’s 
the question:  what if you received the image from a friend or family member?  
The birth certificate image or census image may originally have come from 
Ancestry or HeritageQuest or maybe even ScotlandsPeople, but YOU are not the 
person who accessed the website.  How then do you cite the digital image of the 
record if you got it secondhand?  As far as I can tell from the book, you’re 
supposed to source your source (the individual) as well as the real source of 
the digital image (the website vendor). I’m just not sure how to construct the 
source citation to show that.  And what if you don’t know the source of your 
source, but you have a census image or a vital record image in front of you?



And finally, once I’ve figured out the output format I’m supposed to have, how 
do I get that result in Legacy?



Thanks in advance for the help.



cheers,

Kirsty Haining

Seattle, Washington

J





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