* Death Certificate as a Source

[janefrances]

Have recently upgraded from version 4 to 6 and trying to find my away around the sources. I'm at a loss as to why I keep losing my text from the source box.

I'm clicking on the automatic source citation pane marked in yellow at the top of the screen, and filling in the text from source and the assessment box but I'm obviously doing something wrong!

I thought I could create a new source from this and link the certificate image. I know I could imput though AS sources (which is very good) but I would like to be able to understand how it's done though FH

I've looked at the help files for guidance but what I really would like is a step by step guide that I can't seem to find.

Thanks in advance
Jane

[tatewise]

I suspect your confusion is in understanding the distinction between Citations and Sources, especially if you have allowed AS to handle them for you.

The Help button in Automatic Source Citations pane has useful advice.

Citations are shown in the yellow Sources pane (ought to be called Citations pane).
The Automatic Source Citations boxes match those in this pane.
A possible confusion is that Text From Source and Note boxes exist here as well as in Source Records, but are NOT the same fields.

Sources are separate records shown in the Records Window Sources tab.
They can be created via the Automatic Source Citations pane using the Create button.
These records have many fields such as Author, Publication Info, Text From Source, Note, and a Media tab where images can be attached.

There is some background advice in glossary:sources|> Sources you may find useful.

Essentailly there are three steps:

1. Create a Source Record for the new Death Certificate.
2. Enable Automatic Source Citations and select that Source Record.
3. Create the Death Event and any other relevant Names or Facts and remember to disable Automatic Source Citations.

[janefrances]

Thanks Mike, I see now where I was going wrong, I thought the yellow Source Title was a shortcut for adding a new source

So to create a new source I would go to the add menu and select source or go to the records window tab and create from there.

I can see how to create a new source from the yellow automatic source citations pane by clicking on the create tab, but where/how would do you link the certificate image?

[janefrances]

Ignore my last post as by having a play around with it I found the media window. Thanks Mike