Sandy,
Denise has given you great information but one bit is incorrect and one bit missing.

Denise says: editing seems to be limited to visiting an individual record and working with the Assigned Sources dialog listing.

This isn't right. Although Legacy doesn't have the ability that FTM has where editing the citation edits it for everyone, there is a Search and Replace feature which is very powerful. See the Search Ribbon - Search and Replace. You have to choose the field where you want to make the change AND how you want the search to be done AND how you want the change made. I use it to change Source Detail and Source Detail Text when I note a typo or another look at the image now I'm better at reading scripts enables me to correct or  complete my transcription. You can see exactly how the change will look before you click Replace.
I only click Replace All when I'm really confident I've got the search and replace criteria right. For peace of mind you also need a current backup.

Missing from Denise's reply is the Source Citation Report. This can be run for a tagged Master Source and depending on the options you choose,  gives all citations and tells you who they're connected to and where. You can access it from Reports - Other Reports OR from the Master Source list - Options - Print.

Note the tag column in the Master Source list.

Cathy

Friday, 15 January 2016 5:42 AM

5andy,

 

In FTM, from the Sources tab you have three panes of information – (from left to right)

  * Source Groups – lists all named sources

* Source Citations – identifies the number of citations that use that source, lists the detail of each citation, and in the bottom box of that pane are three tabs (Links, Notes, and Media) for a selected source citation.

* Source Citation Information – gives the source title (same as the first option on the Sources Citation but easer to edit), repository, citation detail, citation text, web address, and reference note.

 

Legacy does not have an equivalent, single window, that provides all the information in one location. Instead, for the source information you need to open the Master Source List. As for citations, editing seems to be limited to visiting an individual record and working with the Assigned Sources dialog listing.

 

On the left of the Master Source List dialog is a list of all source names, with four tabs below (Output, Text/Comments, Repository, and Media) that display read-only information for a source selected from the list.

 

At right top of the Master Source List is several buttons, including Edit and Show List. Show List identifies the individuals using that source. No information about the exact citation however. Edit opens the Master Source Definition dialog with five tabs (Source Info, Text of Source, Comments, Repository, and Media) for the selected source.

 

Denise

 

From: Sandy Barnett [mailto:[email protected]]
Sent: Thursday, January 14, 2016 11:55 AM
To: [email protected]
Subject: Re: [LegacyUG] Report question

 

​Thanks for your reply.  I seen where I could perform that tasks to see which individuals used that source; but, That is not the details of the source as shown in FTM.  ​


Sandy Barnett, MA



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