* Basics of citations and sources

[mooregpmoore]

I've been an FH user since 2017; using V7 currently. I have added hundreds of family members and their general information. I also have a lot of details and photos on my laptop, with hand written notes regarding where I have retrieved the information.
However, I have never used the FH citation or source screens and I'm now trying to play catch up.
What is the difference between citations and sources and how do I begin using the FH screens?
As an example, I have my birth and baptism records and photos of each. I have similar records for other family members.
I am guessing that the citation is "Birth" and "Baptism" and the source is the document.
I apologize for this seeming so basic and I need try to do a search of previous general usage posts, but I want to be sure I'm getting things noted and media posted correctly the first time.

[ColeValleyGirl]

Have you found your way to the KnowledgeBase, specifically Sources and Citations in Version 7 (for New Users)?

I'm suggesting the version for New Users because you say you've never used the Sources and Citations Feature. Have a look there (and at the linked material) and then come back with more questions (there are always more questions )

[mooregpmoore]

I don't know how I missed this, but this is exactly what I was looking for. As I make my way through this, I may have additional questions. This will keep me busy for a while. Thank you so much.

[JayBee]

I have used Family Historian since V4, but since using V7 I have not found out how to add a source from my prepared list from other versions.

If I click on source+ near the top left of the project window and click on ‘Prepare Citation to existing Source’, my window of sources comes up. I then click on, for example, Parish Records, but as nothing happened, I double clicked and a ‘Prepared Citation’ box popped up. I then added PE24/2 in the ‘where within’, but then I’m LOST!

I have read ‘Customising V7 to use V6 (simple) style sources’, ‘Source Property Box & Citation Window’ and followed it ok to <Custom Item> in the left hand pane, but there isn’t one! I have also tried to find an answer on the forum, but failed.

Please could someone offer advice on where I am going wrong? Many thanks.

[LornaCraig]

It should be at the top of the list on the left. You might need to enlarge the Customize Property Box window or scroll up to see it.

Screenshot 2022-04-05 163613.jpg (129.16 KiB) Viewed 1334 times

[JayBee]

Thank you Lorna. Now I cannot find ‘Item Name’. I’m not doing very well here!

[LornaCraig]

After you have selected <Custom Item> in the left hand list you need to click > in the middle to add it to the right hand side. You will be asked whether it is to be added to the Main Area (if it is a field in the Source record itself, such as the main Source Note) or the Citation Area (for example if it's the citation note). You will then see a window like this:

Snip1.JPG (63.83 KiB) Viewed 1316 times

[JayBee]

It’s too complicated for me, but my husband has sorted it out for me.
Thank you for your help. I could do with someone in East Yorkshire to give me lessons!

[Jane]

Have you checked out https://depellejg.wixsite.com/mysite/teaching, I think her courses are all online at the moment, but she is really good and from Yorkshire.

[JayBee]

Thank you Jane, I’ll check her out!