Family Historian User Group

When I create a source in advance (Source > Create Source / Prepared Citation...) using a Source Template the window that opens is labeled “Prepared Citation.” Just as Source Records can be created when encountered and in advance of when they might be needed (what I was calling a “Prepared Source”),...

Don’t worry, use FH anyway you like, .... That's what I've spent the last 3 years trying to do: figure out how I wish to use FH. Hence my frustration. I guess it doesn't help that I came along when all the changes were made for version 7. Among changes made by FH 7, I fully embrace the ability to e...

Hold on: I was confusing Date Entry Assistants with Source Templates. I do not use DEAs. I chose FH because of its flexibility, but maybe it's too much for me. I'm spending all my time trying to figure out the software, rather than entering genealogical information! I haven't given up yet---only bec...

Thanks for the response. I do use source-driven data entry (DEAs) but not ASC—automatic source citation(?). I had not found the “upgrade” page. A 'Prepared Source' (not sure where you found that terminology) is (I assume) just a Source that has been created, by e.g. adding a source via the Source Re...

I need help understanding the difference between a prepared source and a prepared citation. I split (rather than lump) my sources so I often have source records that that specific to a page in a document such as a census. Should I also create a prepared citation for a page when it is already listed ...

Those data have no values when the Source record is viewed in isolation. OK. The values go with the citation, not the source. It was a long-shot, but thought I'd see if there was a way to get the results I wanted. Thanks. The answer helps me decide how I will construct my custom source templates go...

I am hoping to be able to see the information for every source record, displayed not by fact (found that) but rather by source. What are the Footnote, Short Footnote, and Bibliography entries for source x, source y, source z, etc.? What are the Title and Short Title for source x, source y, source z,...

How can I view all of the bibliographic information for each (all) source? I wish to see the Footnote, Short Footnote, and Bibliography entries such as those shown in the optional side panel of the Citation Window (see screenshot), plus the Short Title and Long Title. Screenshot 2021-11-14 11.33_edi...

I was so close--found my mistake. Thanks again.

Thanks. I read that thread a couple of times before posting (as well as FH help). Will go over it again to try to find the parts that apply.

Perfect. Thanks, Mike. I think I have a handle on working with metafields. On a related issue, I've been experimenting with trying to use SOURce data references in my custom source template definitions (e.g., %SOUR.REPO%) so that I don't have to create a duplicate metatag fields (e.g., {Source_Repos...

When creating custom source template definitions I added some of my own template fields. There is one field that I want to appear in every source record I create with each custom source template. Is it possible to find a specific Source Template Field Code when querying sources? I can get a result u...

At less than a fiver, in my opinion GedView is a really great option. It's mature and regularly updated. No trial version. Follow the link from the iOS App Store to the developer's web site where you will find a comprehensive User Guide and Screenshots of every feature. The beauty of this app is it...

OK, thanks. Just checking.

FYI: I manually entered FamilySearch IDs in FH6, and can still edit them in FH7.

I was thinking reports such as the Source Summary and queries. It doesn’t seem necessary to include the type (“physical form,” according to Elizabeth Shown Mills) of sources in footnotes. But, if I change my mind, I have your above advice to fall back on. Thank you.

I produced the attached report (screenshot) which successfully displays the Generic Source Type as "Source Type." The first record was created with FH6 generic and the second with a FH7 template. Thanks for your help. EDIT: Ooops! Just noticed that "Type" was also showing, which I have now hidden. [...

FYI - Will attempt a report at the end of the day (or possibly later in the week).

Thanks for both responses. Mike — I had previously discovered the ability to add the Generic Type to individual sources created with templates, but had it my head that I needed to get Generic Type in the source template itself or the template definition to affect future source records. So, I was fut...

In FH6 I used Source Type to keep track of four categories of sources. 1) First-original sources – material in its first form regarding content and physical makeup that is in my possession. Examples: a bound journal with handwritten entries, letters, or a paper diploma carrying an embossed universit...

Ah ha! That’s the key—click on the vertical bar on the right. Guess I never noticed it before, or thought it part of the scroll bar. Thanks.

By the way, is this documented somewhere (I searched and couldn’t find any reference.)

I use rich text when creating research notes. I would also like to have rich text available when updating research notes created earlier. For example, the ability to hyperlink text to some of my results. I'm guessing that if that were possible, the function would be there. Any options for me to cons...

I was using the download page (https://www.family-historian.co.uk/downloads). The other page worked. Thanks.

Thanks. I found that resource. However, my question is how to download a new copy of fh7 (I think I understand backup and restore). When I login to FH and try to download the software, it creates a charge in the checkout basket. I want to use my existing license.

I have searched FH help, the Knowledge Base, and posts---can't find any information about downloading FH7 to a new computer using an existing license. (Most recent topic was from 2015.) Can anyone direct me to a resource that will enable me to begin using FH7 on my new laptop?