* Global Addition of Source and Citation

[Gary Carson]

I import GEDCOM files from other sources and wish to add a source and citation to not only the individual generally, but all Facts associated with that individual, i.e. marriage , birth, death, burial etc. This I want to do in a temporary project before appending to my primary project.

How can this be done?

[tatewise]

When you append that cleaned up GEDCOM to your primary project you will use the File > Merge/Compare File... command.
That has an option to do exactly what you request and add a Source Citation to every item of data that is added.
See glossary:merge_compare_files|> Merge/Compare File and the penultimate bullet point under Merge/Compare Procedure.

I suggest you have a trial run on a copy of your primary project or perhaps the FH Sample Project to understand how all the options operate.

[Gary Carson]

I am familiar with that process. When I do the Merge/Compare Procedure only a source is annotated to the name; not the individual facts i.e. birth, death etc. When I publish a report, the only fact cited is the name.

[tatewise]

Either you've not added facts with a merge or you've disabled the Link new fields option in the Source Details dialogue.

I have just performed a File > Merge/Compare File operation to confirm what I said and it most definitely does have Source Citations for facts added by the merged GEDCOM.

See the FH Help page for "Source Details For Merge Dialog" which is found by a Help Search.
It is located under Using Family Historian > Dialogue Boxes > Merge/Compare Dialogue
See the section titled 'Specifying Source Information at the Field Level'.

In a Report, there may be different entries in the Sources section for different types of additions.
With my experiment above there are up to four entries depending on the Citation notes for the fields being added.

Here is a screenshot of a Where Used Record Links plugin Result Set for the Merge Source record that clearly lists both facts and notes and whole records.

MergeSourceWhereUsed.png (28.48 KiB) Viewed 6160 times

[Gary Carson]

I double checked and I did not disable the Link new fields option in the Source Details dialogue. When I ran Where Used Record Links plugin the only results were INDI.SOUR and FAM.SOUR.

PS: How do I insert screen shots into these messages?

[tatewise]

See info:forums#posting_topics|> Posting Topics for advice on attaching screenshots.

In the case you double-checked are you sure that there were some facts added via the merge dialogue?

[Gary Carson]

Facts added via merge included Birth, Death, Marriage, Burial including dates and location.

[Gary Carson]

These are settings and results.

Source Details for Merge Image.png (27.22 KiB) Viewed 6130 times

Source Where Used.png (25.9 KiB) Viewed 6130 times

[tatewise]

Are the only facts added the ones associated with those added Individual and Family records?
I've realised that when a whole record is added then only the <whole record> Citation is created and not for every fact, name & other fields within that record, which would be a great many Citations.
Every such fact Citation would need a Note identifying each sub-field such as Place, Address, Date, Age, etc.

I presume your objective is to know where those facts came from and differentiate them from other facts you add later.

So if that is your objective then it can only be achieved with a Plugin.
Probably best applied to the merged Project and focussed on <whole record> Citations as only those records need a Citation added to every subsidiary Name, Fact, Note, etc...

[Gary Carson]

Are the only facts added the ones associated with those added Individual and Family records? Yes

Goal is to have each facet associated with individual and family be cited. In that way if I find a source that improves confidence that the fact is complete/accurate, I can add the citation as well as know where the original info came from.

Then I surmise the plugin is needed. Appreciate help in creating.

[tatewise]

Ok, so that begs the question of how to handle all the fields attached to each Fact.

Assume a Merged Fact provides just a Date but no Place or Address.
Later you discover the full Place & Address.
How would you want the Citations to identify the Fact & Date came from the Merge and the Place & Address came from your later research?

A whole variety of other combinations of Merged and new fields may be possible.

When a Merge adds a Place or Address to an existing Fact the Citation Note identifies those fields.

[Gary Carson]

How to handle all the fields attached to each Fact

• Assume a Merged Fact provides just a Date but no Place or Address

• Assume any fact

How would you want the Citations to identify the Fact & Date came from the Merge and the Place & Address came from your later research? For later research, will manually select appropriate source.

I would be applying these citations to a Temp project to be later merged into my Master project. It within the Master project later research would occur.

[tatewise]

If you apply the Citations to the temporary Project, how will that integrate with the Citations created by the Merge?

If the Merge adds Facts to existing records, you will have your Citations and the Merge Citations on the same Facts, unless you inhibit all the Merge Citations.

That is why I proposed adding the Citations to the Merged Project and using its Source record.
i.e.
The plugin would ask for the Merge Source record to be selected.
It would search for records with <whole record > Citations linked to that Source.
For each such record, it would add a similar Citation to each top-level Name & Fact & Note.

[Gary Carson]

OK. That makes sense. My bad.

[tatewise]

Please try the attached Add Field Citations to Merged Whole Records plugin Version 0.1 Date 07 Dec 2020.

Ensure you have suitable backups just in case, although the automatic GEDCOM Snapshots should be sufficient.

When the plugin is run it asks you to select the Source record added by the Merge dialogue.

It should identify each Merge added Individual & Family record with a <whole record> citation of that Source record.

It then adds a similar Citation to every top level Name, Fact & Note within such records and produces a Result Set.

If the results are unsatisfactory then roll back the changes using Edit > Undo Plugin Updates before closing FH.

[Gary Carson]

Wonderful!

Worked as expected.

Another great job.

[Gary Carson]

I seem to have found a glitch. Attached is file with screen shots with each step out lined.

You will see a red note that frustrates me.

[tatewise]

Yes, my 'quick fix' plugin relies on that default Note text to differentiate such new record <whole record> Citations from other updated records that also have <whole record> Citations.

You could edit the Plugin script where it detects that Note text and change it to match your setting.

Alternatively, leave the default Note text and after the Merge & Plugin use Edit > Find and Replace... to adjust that Note text to what you want.

[Gary Carson]

Thanks for the insight. That gives me guidance on where to go.

[Gary Carson]

The Record originated in... that is created; the only way I found it was with Search and Replace. Is there any other way to find where it is used? How is/was it intended to be used?

[tatewise]

I used Edit > Find... and Edit > Find and Replace... and Tools >Plugins > Search and Replace plugin.
Set them to Search for Record originated in... and selected just Notes.
They all found the appropriate <whole record> citations.
In the latter two cases they will Replace that text with whatever you want.

Also try selecting the Source record in the Records Window and run Where Used Record Links.
In the Result Set on the right you may have to shrink the width of some columns to reveal the Citation Note column.
Sort that to bring all the Record originated in... values together.

I imagine it is intended to imply that the Record originated in... the Merged GEDCOM file, but can be used for whatever you like or deleted completely.

[Gary Carson]

Is there any way to manually edit an individual occurrence?

[tatewise]

Yes, just edit it. It is a textual Note like any other.

[Gary Carson]

I have updated to V7, will you/can you update Add Field Citations to Merged Whole Records for V7?

[tatewise]

Should already be good to go.