subject:"Re\: \[LegacyUG\] Sharing Master Source and Source detail with other individuals and events"

Re: [LegacyUG] Sharing Master Source and Source detail with other individuals and events

2019-08-05 Thread Cathy Pinner


Ian,

If your Basic source citation is a good format there is absolutely no 
need to redo it.
Moving to SourceWriter sources is a long and painful process if you have 
lots of sources.
I still have some Basic sources to redo but only because they were done 
poorly at the time years and years ago.


The SourceWriter is useful to give you a better citation and more idea 
of what you should be recording but it's still just an aid to good 
sourcing which can be done in Basic style though it's more difficult to 
be consistent in Basic.


Remember that all SourceWriter sources are converted to Basic style in a 
Gedcom. That's normally fine for the templates I use but for some it 
doesn't work so well. So consider your output and check.


Cathy


irhock...@xtra.co.nz 
Tuesday, 6 August 2019 9:44 AM
Thanks Cathy,

I am watching the Source writer webinar at the moment, so will play with
your method later this pm.

Normally I would add the source to everyone at the same time, when 
entering

data, but I am doing a clean up at the moment, so re doing some old
citations first, before I move over to the Source Writer from the Basic
format.

Ian


-Original Message-
From: LegacyUserGroup  On 
Behalf Of

Cathy Pinner
Sent: Tuesday, August 6, 2019 1:16 PM
To: Legacy User Group 
Subject: Re: [LegacyUG] Sharing Master Source and Source detail with other
individuals and events

Ian,

Are you using the Source Clipboard? Once the source is on the 
clipboard with

the detail you want, you can apply it to whoever you want, whichever filed
you want. I leave Prompt for Detail checked to make sure I'm applying the
right detail and right Master source. But I don't have to refill it. I 
just

use it. I consider the extra click worthwhile for accuracy.

If I've used another source in between then I need to go to the Assigned
Sources page for someone I did use that Master Source and Source 
Detail and
copy that source with it's detail to the Source Clipboard again so I 
can use

it again (see copy icon lower left).

Alternatively, if I realise I will be using that Master Source AND the
source detail again but want to use another source right now, I can Save
both Master Source and Detail to the list of 10 quick access sources.
However, I normally save clipboard without the detail to that list. When
you've saved a Source there (and it doesn't matter if the Master Source is
Basic or SourceWriter, you can load it onto the clipboard either using the
Load button or right click on the Source Clipboard triangle and choose the
one you need.

Cathy




Cathy Pinner 
Tuesday, 6 August 2019 9:15 AM
Ian,

Are you using the Source Clipboard? Once the source is on the 
clipboard with the detail you want, you can apply it to whoever you 
want, whichever filed you want. I leave Prompt for Detail checked to 
make sure I'm applying the right detail and right Master source. But I 
don't have to refill it. I just use it. I consider the extra click 
worthwhile for accuracy.


If I've used another source in between then I need to go to the 
Assigned Sources page for someone I did use that Master Source and 
Source Detail and copy that source with it's detail to the Source 
Clipboard again so I can use it again (see copy icon lower left).


Alternatively, if I realise I will be using that Master Source AND the 
source detail again but want to use another source right now, I can 
Save both Master Source and Detail to the list of 10 quick access 
sources. However, I normally save clipboard without the detail to that 
list. When you've saved a Source there (and it doesn't matter if the 
Master Source is Basic or SourceWriter, you can load it onto the 
clipboard either using the Load button or right click on the Source 
Clipboard triangle and choose the one you need.


Cathy



irhock...@xtra.co.nz 
Tuesday, 6 August 2019 8:17 AM
Yes, but I thought the idea was to have one Master source - eg: A 
Church marriage from the same Church, but different details for each 
couple.
Works fine for each set of couples, but not when I want to attach one 
to each of the named parents!


Similar with one Master Source for the New Zealand Birth Register - 
with hundreds of individuals and different details for each one but 
cannot attach to their parents who are referenced on the register.


Same for a census with up to 12 members in the same family recorded on 
the same page.


Ian

-Original Message-
From: LegacyUserGroup  On 
Behalf Of Brian Kelly

Sent: Tuesday, August 6, 2019 11:44 AM
To: legacyusergroup@legacyusers.com
Subject: Re: [LegacyUG] Sharing Master Source and Source detail with 
other individuals and events


There is a check box in the lower left of the source clipboard source 
details screen that says "Prompt for Detail".


That check box tells Legacy you may want to edit the details each time 
you are applying the source. If you do not want to edit just click

Re: [LegacyUG] Sharing Master Source and Source detail with other individuals and events SOLVED

2019-08-05 Thread irhocking

Hi Cathy,

Thanks for your solution, I had not seen the copy icon before, as I did not 
have the Assigned Sources screen in full screen mode. Worked perfectly.

I will gradually convert my old Basic Sources to Source Writer as I update and 
add individuals to my tree.   

Kindest regards,

Ian


Thanks Cathy,

I am watching the Source writer webinar at the moment, so will play with your 
method later this pm.

Normally I would add the source to everyone at the same time, when entering 
data, but I am doing a clean-up at the moment, so re doing some old citations 
first, before I move over to the Source Writer from the Basic format.

Ian

-Original Message-
From: LegacyUserGroup  On Behalf Of 
Cathy Pinner
Sent: Tuesday, August 6, 2019 1:16 PM
To: Legacy User Group 
Subject: Re: [LegacyUG] Sharing Master Source and Source detail with other 
individuals and events

Ian,

Are you using the Source Clipboard? Once the source is on the clipboard with 
the detail you want, you can apply it to whoever you want, whichever filed you 
want. I leave Prompt for Detail checked to make sure I'm applying the right 
detail and right Master source. But I don't have to refill it. I just use it. I 
consider the extra click worthwhile for accuracy.

If I've used another source in between then I need to go to the Assigned 
Sources page for someone I did use that Master Source and Source Detail and 
copy that source with it's detail to the Source Clipboard again so I can use it 
again (see copy icon lower left).

Alternatively, if I realise I will be using that Master Source AND the source 
detail again but want to use another source right now, I can Save both Master 
Source and Detail to the list of 10 quick access sources. 
However, I normally save clipboard without the detail to that list. When you've 
saved a Source there (and it doesn't matter if the Master Source is Basic or 
SourceWriter, you can load it onto the clipboard either using the Load button 
or right click on the Source Clipboard triangle and choose the one you need.

Cathy


> irhock...@xtra.co.nz 
> Tuesday, 6 August 2019 8:17 AM
> Yes, but I thought the idea was to have one Master source - eg: A 
> Church marriage from the same Church, but different details for each 
> couple.
> Works fine for each set of couples, but not when I want to attach one 
> to each of the named parents!
>
> Similar with one Master Source for the New Zealand Birth Register - 
> with hundreds of individuals and different details for each one but 
> cannot attach to their parents who are referenced on the register.
>
> Same for a census with up to 12 members in the same family recorded on 
> the same page.
>
> Ian
>
> -Original Message-
> From: LegacyUserGroup  On 
> Behalf Of Brian Kelly
> Sent: Tuesday, August 6, 2019 11:44 AM
> To: legacyusergroup@legacyusers.com
> Subject: Re: [LegacyUG] Sharing Master Source and Source detail with 
> other individuals and events
>
> There is a check box in the lower left of the source clipboard source 
> details screen that says "Prompt for Detail".
>
> That check box tells Legacy you may want to edit the details each time 
> you are applying the source. If you do not want to edit just click 
> Save and the same details will be applied. No need to recreate new 
> details.
>
> If you are certain you will never want to change the details when 
> sharing remove the check from the box and you can apply the source 
> without being given the details to edit. Every save will use the same 
> details.
>
> Brian Kelly
>
> Brian Kelly 
> Tuesday, 6 August 2019 7:44 AM
> There is a check box in the lower left of the source clipboard source 
> details screen that says "Prompt for Detail".
>
> That check box tells Legacy you may want to edit the details each time 
> you are applying the source. If you do not want to edit just click 
> Save and the same details will be applied. No need to recreate new 
> details.
>
> If you are certain you will never want to change the details when 
> sharing remove the check from the box and you can apply the source 
> without being given the details to edit. Every save will use the same 
> details.
>
> Brian Kelly
>
>
>
> irhock...@xtra.co.nz 
> Tuesday, 6 August 2019 6:13 AM
>
>


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Re: [LegacyUG] Sharing Master Source and Source detail with other individuals and events

2019-08-05 Thread irhocking

Thanks Cathy,

I am watching the Source writer webinar at the moment, so will play with
your method later this pm.

Normally I would add the source to everyone at the same time, when entering
data, but I am doing a clean up at the moment, so re doing some old
citations first, before I move over to the Source Writer from the Basic
format.

Ian


-Original Message-
From: LegacyUserGroup  On Behalf Of
Cathy Pinner
Sent: Tuesday, August 6, 2019 1:16 PM
To: Legacy User Group 
Subject: Re: [LegacyUG] Sharing Master Source and Source detail with other
individuals and events

Ian,

Are you using the Source Clipboard? Once the source is on the clipboard with
the detail you want, you can apply it to whoever you want, whichever filed
you want. I leave Prompt for Detail checked to make sure I'm applying the
right detail and right Master source. But I don't have to refill it. I just
use it. I consider the extra click worthwhile for accuracy.

If I've used another source in between then I need to go to the Assigned
Sources page for someone I did use that Master Source and Source Detail and
copy that source with it's detail to the Source Clipboard again so I can use
it again (see copy icon lower left).

Alternatively, if I realise I will be using that Master Source AND the
source detail again but want to use another source right now, I can Save
both Master Source and Detail to the list of 10 quick access sources. 
However, I normally save clipboard without the detail to that list. When
you've saved a Source there (and it doesn't matter if the Master Source is
Basic or SourceWriter, you can load it onto the clipboard either using the
Load button or right click on the Source Clipboard triangle and choose the
one you need.

Cathy


> irhock...@xtra.co.nz 
> Tuesday, 6 August 2019 8:17 AM
> Yes, but I thought the idea was to have one Master source - eg: A 
> Church marriage from the same Church, but different details for each 
> couple.
> Works fine for each set of couples, but not when I want to attach one 
> to each of the named parents!
>
> Similar with one Master Source for the New Zealand Birth Register - 
> with hundreds of individuals and different details for each one but 
> cannot attach to their parents who are referenced on the register.
>
> Same for a census with up to 12 members in the same family recorded on 
> the same page.
>
> Ian
>
> -Original Message-
> From: LegacyUserGroup  On 
> Behalf Of Brian Kelly
> Sent: Tuesday, August 6, 2019 11:44 AM
> To: legacyusergroup@legacyusers.com
> Subject: Re: [LegacyUG] Sharing Master Source and Source detail with 
> other individuals and events
>
> There is a check box in the lower left of the source clipboard source 
> details screen that says "Prompt for Detail".
>
> That check box tells Legacy you may want to edit the details each time 
> you are applying the source. If you do not want to edit just click 
> Save and the same details will be applied. No need to recreate new 
> details.
>
> If you are certain you will never want to change the details when 
> sharing remove the check from the box and you can apply the source 
> without being given the details to edit. Every save will use the same 
> details.
>
> Brian Kelly
>
> Brian Kelly 
> Tuesday, 6 August 2019 7:44 AM
> There is a check box in the lower left of the source clipboard source 
> details screen that says "Prompt for Detail".
>
> That check box tells Legacy you may want to edit the details each time 
> you are applying the source. If you do not want to edit just click 
> Save and the same details will be applied. No need to recreate new 
> details.
>
> If you are certain you will never want to change the details when 
> sharing remove the check from the box and you can apply the source 
> without being given the details to edit. Every save will use the same 
> details.
>
> Brian Kelly
>
>
>
> irhock...@xtra.co.nz 
> Tuesday, 6 August 2019 6:13 AM
>
>


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Re: [LegacyUG] Sharing Master Source and Source detail with other individuals and events

2019-08-05 Thread Cathy Pinner


Ian,

Are you using the Source Clipboard? Once the source is on the clipboard 
with the detail you want, you can apply it to whoever you want, 
whichever filed you want. I leave Prompt for Detail checked to make sure 
I'm applying the right detail and right Master source. But I don't have 
to refill it. I just use it. I consider the extra click worthwhile for 
accuracy.


If I've used another source in between then I need to go to the Assigned 
Sources page for someone I did use that Master Source and Source Detail 
and copy that source with it's detail to the Source Clipboard again so I 
can use it again (see copy icon lower left).


Alternatively, if I realise I will be using that Master Source AND the 
source detail again but want to use another source right now, I can Save 
both Master Source and Detail to the list of 10 quick access sources. 
However, I normally save clipboard without the detail to that list. When 
you've saved a Source there (and it doesn't matter if the Master Source 
is Basic or SourceWriter, you can load it onto the clipboard either 
using the Load button or right click on the Source Clipboard triangle 
and choose the one you need.


Cathy



irhock...@xtra.co.nz 
Tuesday, 6 August 2019 8:17 AM
Yes, but I thought the idea was to have one Master source - eg: A 
Church marriage from the same Church, but different details for each 
couple.
Works fine for each set of couples, but not when I want to attach one 
to each of the named parents!


Similar with one Master Source for the New Zealand Birth Register - 
with hundreds of individuals and different details for each one but 
cannot attach to their parents who are referenced on the register.


Same for a census with up to 12 members in the same family recorded on 
the same page.


Ian

-Original Message-
From: LegacyUserGroup  On 
Behalf Of Brian Kelly

Sent: Tuesday, August 6, 2019 11:44 AM
To: legacyusergroup@legacyusers.com
Subject: Re: [LegacyUG] Sharing Master Source and Source detail with 
other individuals and events


There is a check box in the lower left of the source clipboard source 
details screen that says "Prompt for Detail".


That check box tells Legacy you may want to edit the details each time 
you are applying the source. If you do not want to edit just click 
Save and the same details will be applied. No need to recreate new 
details.


If you are certain you will never want to change the details when 
sharing remove the check from the box and you can apply the source 
without being given the details to edit. Every save will use the same 
details.


Brian Kelly

Brian Kelly 
Tuesday, 6 August 2019 7:44 AM
There is a check box in the lower left of the source clipboard source 
details screen that says "Prompt for Detail".


That check box tells Legacy you may want to edit the details each time 
you are applying the source. If you do not want to edit just click 
Save and the same details will be applied. No need to recreate new 
details.


If you are certain you will never want to change the details when 
sharing remove the check from the box and you can apply the source 
without being given the details to edit. Every save will use the same 
details.


Brian Kelly



irhock...@xtra.co.nz 
Tuesday, 6 August 2019 6:13 AM





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Re: [LegacyUG] Sharing Master Source and Source detail with other individuals and events

2019-08-05 Thread irhocking

Yes, but I thought the idea was to have one Master source - eg:  A Church 
marriage from the same Church, but different details for each couple. 
Works fine for each set of couples, but not when I want to attach one to each 
of the named parents! 

Similar with one Master Source for the New Zealand Birth Register - with 
hundreds of individuals and different details for each one but cannot attach to 
their parents who are referenced on the register.

Same for a census with up to 12 members in the same family recorded on the same 
page.

Ian

-Original Message-
From: LegacyUserGroup  On Behalf Of 
Brian Kelly
Sent: Tuesday, August 6, 2019 11:44 AM
To: legacyusergroup@legacyusers.com
Subject: Re: [LegacyUG] Sharing Master Source and Source detail with other 
individuals and events

There is a check box in the lower left of the source clipboard source details 
screen that says "Prompt for Detail".

That check box tells Legacy you may want to edit the details each time you are 
applying the source. If you do not want to edit just click Save and the same 
details will be applied. No need to recreate new details.

If you are certain you will never want to change the details when sharing 
remove the check from the box and you can apply the source without being given 
the details to edit. Every save will use the same details.

Brian Kelly

On 05-Aug.-19 6:13 p.m., irhock...@xtra.co.nz wrote:
> I have been using the Basic Source for years and have been able to
> attach the same source to multiple individuals and events without
> any issue. (I have thousands of Master Sources with similar - but
> not the same – details)
> 
> Today I have tried using the Source writer for the first time, which
> is working as advertised – however I cannot attach/share the _same
> Master source and same detail_ to other individuals or events
> without being forced to re-create a new source detail each time.
> 
> Getting frustrated ☹
> 
> Any suggestions.
> Cheers,
> Ian Hocking, Christchurch , New Zealand

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Re: [LegacyUG] Sharing Master Source and Source detail with other individuals and events

2019-08-05 Thread Brian Kelly

There is a check box in the lower left of the source clipboard source 
details screen that says "Prompt for Detail".


That check box tells Legacy you may want to edit the details each time 
you are applying the source. If you do not want to edit just click Save 
and the same details will be applied. No need to recreate new details.


If you are certain you will never want to change the details when 
sharing remove the check from the box and you can apply the source 
without being given the details to edit. Every save will use the same 
details.


Brian Kelly

On 05-Aug.-19 6:13 p.m., irhock...@xtra.co.nz wrote:

I have been using the Basic Source for years and have been able to
attach the same source to multiple individuals and events without
any issue. (I have thousands of Master Sources with similar - but
not the same – details)

Today I have tried using the Source writer for the first time, which
is working as advertised – however I cannot attach/share the _same
Master source and same detail_ to other individuals or events
without being forced to re-create a new source detail each time.

Getting frustrated ☹

Any suggestions.
Cheers,
Ian Hocking, Christchurch , New Zealand


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Re: [LegacyUG] Sharing Master Source and Source detail with other individuals and events

Re: [LegacyUG] Sharing Master Source and Source detail with other individuals and events SOLVED

Re: [LegacyUG] Sharing Master Source and Source detail with other individuals and events

Re: [LegacyUG] Sharing Master Source and Source detail with other individuals and events

Re: [LegacyUG] Sharing Master Source and Source detail with other individuals and events

Re: [LegacyUG] Sharing Master Source and Source detail with other individuals and events

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