* Method 1 or 2

AS allows faster and more convenient creation of source records for Family Historian.
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Johnr65
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Method 1 or 2

Post by Johnr65 » 14 Dec 2020 10:15

The new version of AS -Data Entry 1, has further confused me as I don't remember if I was using Method 1 or 2 in the previous versions on FH6.
The Auto text now has 2 options and I'm again unsure which is best to use or why? Why does the text entry also show in the notes, hopefully, it doesn't appear in FH7?
:?: :?:

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Re: Method 1 or 2

Post by Johnr65 » 14 Dec 2020 10:28

A further problem seems to be that when I save the AS and it returns me to FH7, in the case of a census for a family shows each individual at that place, date, etc, but used to allow me to add whether it was a primary, secondary, etc, fact especially in the cases of children's births but it doesn't now?

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SimonPotter
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Re: Method 1 or 2

Post by SimonPotter » 14 Dec 2020 10:43

FH7 has introduced an Essentials Census return Template with a data entry assistant as an alternative to using AS.

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Re: Method 1 or 2

Post by NickWalker » 14 Dec 2020 10:51

If you've upgraded from an old AS to the new AS7 then it will have retained the method you had previously chosen. I'm trying to interpret what you're asking and I'll make a guess, but please ask again if I'm misunderstood...

Versions of Family Historian before v7 only allowed source text to be plain text (or pure text) - no colours, fonts, tables, etc.

The default/only auto-text for Census entries in Ancestral Sources before v7 would record data as an approximation of a table (the best it could do in plain text). Other source types such as baptisms and marriages had a variety of auto-text template options. So in AS5.2 the only census autotext produced data that looked something like this (column dividers may not match depending on options you've set):

Name,Relation,Condition,Sex,Age,Occupation,Employ Status,Where Born,Infirmity
George Lightfoot,Head,M,M,48,Railway Gateman,Employed,Kingsley, Cheshire,

In AS7 (if you use FH7), you now have two choices - a plain text version (slightly changed from earlier versions to include a title, the place and address) and a new 'rich text' version in the form of a proper table. The rich-text templates have an [R] next to them in the pop-up list of templates. e.g. the source text might look like this:
MainCensusSourceTextRTFFit.PNG
MainCensusSourceTextRTFFit.PNG (19.4 KiB) Viewed 3245 times
There are similar rich text versions of the templates for other source types too. If you don't ever want to use these rich-text templates and prefer the text only style you can turn them off via Tools->Options->General settings source text - > untick use rich source text and notes.

If you want to continue to use the old plain-text style for census entries and don't want to have the title, Address and Place at the top, i.e. the first 3 lines below:

Census England 1871
Address: 5 Chester Street
Place: Warrington, Lancashire
Name,Relation,Condition,Sex,Age,Occupation,Where Born,Infirmity
Ann Aplin,Head,Unm,F,36,,,

Then with this showing on the screen (i.e. with Auto-text switched on showing the plain-text version) go to Tools->AutoText Template Editor... and edit the Default census template from this:
AS - Autotext Plain Census Normal.PNG
AS - Autotext Plain Census Normal.PNG (9.62 KiB) Viewed 3245 times
to this:
AS - Autotext Plain Census Reduced.PNG
AS - Autotext Plain Census Reduced.PNG (7.34 KiB) Viewed 3245 times
I hope that helps - please ask if you have more questions.

Nick
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Ancestral Sources Developer

https://fhug.org.uk/kb/kb-article/ancestral-sources/

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Re: Method 1 or 2

Post by NickWalker » 14 Dec 2020 10:55

SimonPotter wrote:
14 Dec 2020 10:43
FH7 has introduced an Essentials Census return Template with a data entry assistant as an alternative to using AS.
Ancestral Sources also allows you to use the Essential Collection census return template if you wish but has the added benefit of the AS census grid to enter the data, methods to 'auto-fit', etc. It will also fill in a lot of those essential collection template fields for you.
Nick Walker
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https://fhug.org.uk/kb/kb-article/ancestral-sources/

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Re: Method 1 or 2

Post by Johnr65 » 14 Dec 2020 10:56

Thank you Nick, seems a very good explanation and the Default R looks much nicer than the previous one from FH6 so I'll go with it.
:D :D

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Re: Method 1 or 2

Post by NickWalker » 14 Dec 2020 11:23

Johnr65 wrote:
14 Dec 2020 10:28
A further problem seems to be that when I save the AS and it returns me to FH7, in the case of a census for a family shows each individual at that place, date, etc, but used to allow me to add whether it was a primary, secondary, etc, fact especially in the cases of children's births but it doesn't now?
I think this is more of a FH7 issue rather than AS. You can change the Assessment in FH7 by clicking on the fact, double-clicking on the citation and then editing it:
FH7 Citation.PNG
FH7 Citation.PNG (67.29 KiB) Viewed 3231 times
Nick Walker
Ancestral Sources Developer

https://fhug.org.uk/kb/kb-article/ancestral-sources/

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SimonPotter
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Re: Method 1 or 2

Post by SimonPotter » 14 Dec 2020 11:31

NickWalker wrote:
14 Dec 2020 10:55
SimonPotter wrote:
14 Dec 2020 10:43
FH7 has introduced an Essentials Census return Template with a data entry assistant as an alternative to using AS.
Ancestral Sources also allows you to use the Essential Collection census return template if you wish but has the added benefit of the AS census grid to enter the data, methods to 'auto-fit', etc. It will also fill in a lot of those essential collection template fields for you.
Thanks for pointing that out. Auto-fit etc. very useful.

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Re: Method 1 or 2

Post by Johnr65 » 14 Dec 2020 13:22

Is there an easier way, Nick, of using the primary, secondary, etc, comments in the overall FH7 records, not just individual censuses, etc?

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Re: Method 1 or 2

Post by tatewise » 14 Dec 2020 13:40

The AS Tools > Options > Census settings has always had Citation Certainty that can be set to any of the five FH Citation Assessment values including blank as a default setting. The same goes for each of the other data entry modes Birth, Marriage, Death, etc.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry

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Re: Method 1 or 2

Post by Johnr65 » 14 Dec 2020 13:59

Thank you, Mike, I guess I've got used to that way but really there is no need is there.

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Re: Method 1 or 2

Post by tatewise » 14 Dec 2020 15:42

Without knowing your objectives it is difficult to answer that question.
You seemed to be asking for a global setting for Citation Assessment and that is it in AS.

In FH there is the Add Assessment to Citations for a Source plugin but it needs to be updated for FH V7.0 first.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry

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Re: Method 1 or 2

Post by NickWalker » 14 Dec 2020 16:14

Johnr65 wrote:
14 Dec 2020 13:22
Is there an easier way, Nick, of using the primary, secondary, etc, comments in the overall FH7 records, not just individual censuses, etc?
As Mike has pointed out, AS is able to add the usual certainty and the new style FH7 Assessments for each source type and you can specify these under Options. If you need to apply these in a more fine-grained way (e.g. different facts created by the Census source type having different assessments) then that would need to be done in FH.
AS Certainty.PNG
AS Certainty.PNG (48.02 KiB) Viewed 3163 times
Nick Walker
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https://fhug.org.uk/kb/kb-article/ancestral-sources/

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Re: Method 1 or 2

Post by Johnr65 » 15 Dec 2020 12:42

Thank you both, I think I'll do without.

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