* Problem with Linked Notes Source Citation

[donone]

Scenario: Several people share a tomb inscription perhaps over several generations.
I intend to create a common Note containing information including a citation to the Source Record for the inscription itself including photograph, then link the Note to all individuals involved. A Text Scheme then annotates the appropriate Diagram Boxes with the Note number.

Using the main 'Records Window', I select the 'Notes' Tab and create a 'New Note' and enter the information.
Under 'Sources For:' I Cite the 'Source Record' for the tomb inscription. This now appears attached to the Note Record as expected.

I then select several Individuals in turn, select the 'Notes' Tab in their Property Box and select 'Add Note' further selecting 'Add Link to Note Record'. I select the appropriate 'Note' and it appears as it should for each 'Individual'.
However, the 'Source Citation' does not appear under 'Sources For:'!
The (perhaps multiple) Note numbers appear correctly in each individual's Diagram Box

The only way to have the Source Record appear is to either...
read the note locally and then locate the original Note Record to see the Citation, or, to re-Cite it for each individual making the original Citation redundant.

In my view the original Note Record in its entirety (including any attached Sources) should appear fully wherever it is 'linked' to.
Can anybody offer any insight into this or a way around it please?

[tatewise]

Yes, I understand exactly what you describe.

All Facts and Notes can cite a Source Record, but the citation is only shown in the Property Box of the Record that directly invokes the citation.
Otherwise, it could get very messy because there may be a long chain of nested citations.
e.g.
Fact cites Source Record > Note cites Source Record > Multimedia Record > Note cites Source Record...
or
Individual Record > Note Record cites Source Record > Note cites Source Record...

I don't quite understand why you need a Note Record and a Source Record.

Why not put all the details in the Source Record?
Its Note field could hold all your notes, or you could link the Note Record.
Its Custom Id or Record Id could be used as the ref number in the Diagram Text Scheme.

The Source Record would then be directly cited by each Individual either as a whole Record citation or a Fact citation for say a Burial Event or an Inscription Attribute.

[donone]

Thank you for responding.
Yes I do use the Custom ID to create the Note number in the persons Diagram Box. That works perfectly.
I understand what you say about using a Source only and the photograph attached to the source, but I used the Note because it is instantly visible (I don't have to open the Source to read it) and the photo can be viewed if required.
If I only use the Source I must open it 'always' to simply read the Note. The instantly visible is, I feel, important.
Perhaps you have an alternative that will satisfy that.

As an aside, is there any way of copying the text from a Diagram Box? I cannot find a way and I do have a good reason.

[Jane]

Like Mike I can't see what you are trying to achieve by putting the note against every person. I should have thought putting the inscription against the source would be fine and then using that source against the burial fact.

With the burial fact displayed it's a single click to view the source, so not instant but it does not take a second, from a reporting point of view the Inscription would be shown against the Source as long as you have notes turned on. Personally I would be more likely to attach the media record to the fact rather than yet another layer and then include the inscription in the note field for the photo so you can use it as a caption on reports.

[LornaCraig]

I used the Note because it is instantly visible (I don't have to open the Source to read it) and the photo can be viewed if required.
If I only use the Source I must open it 'always' to simply read the Note. The instantly visible is, I feel, important.
Perhaps you have an alternative that will satisfy that.

As Jane has said, Source notes can be included in reports, but an advantage of using a Note Record rather than the note field of a Source record is that the text of the note can be included in the main body of a Report, if desired, instead of being 'hidden' in the Sources section at the end, where it may not be noticed by many readers. It depends how much prominence you want the note to have in reports.

[tatewise]

I'm with Jane and Lorna.

I don't quite understand the "instantly visible" claim.
I presume you still have to click on the Notes tab of the Individual Property Box.
If you were to utilise the technique extensively, then you could have several Note Records on the Notes tab, and would have to click each one to reveal its text in full.

In this position the Note Record is linked to the whole Individual Record instead of an associated Fact.
If it were linked to an associated Fact, then it would only be visible via the All tab, which makes that a poor option.

If the Source Record was cited by the whole Individual Record, then it instantly appears in the yellow Sources pane, when the Individual Property Box is opened.
Then one click on the Go To Source Record button opens the Source Record with its Text From Source, and local Note, etc.
i.e. More information than in the linked Note Record.
Similarly one click on the Go Back button takes you back.
So this sounds like a similar number of clicks as reading the linked Note Record.

If the Source Record was cited by a Fact such as Burial that appears on the Main tab, then after opening the Individual Property Box only one extra click on the Burial box will list the cited Source Records as above (no need to navigate to the Facts tab and the Burial Event.

Just as with multiple linked Note Records, multiple cited Source Records may need an extra click.
But to avoid that you can usually arrange for the instant Source Record to be the 1st citation.

[donone]

Thank you for your responses.

As Jane has said, Source notes can be included in reports, but an advantage of using a Note Record rather than the note field of a Source record is that the text of the note can be included in the main body of a Report, if desired, instead of being 'hidden' in the Sources section at the end, where it may not be noticed by many readers. It depends how much prominence you want the note to have in reports.

My post did indicate my preference for Note Records rather than a Note within a Source Record but for a different reason.

The tombstone was an example to simplify the principle without getting too heavy. This is not a straightforward Family Tree project.

I am not using Reports, my project is computer based and people with no understanding of Genealogy or the various Sources, will use the program to view data from the Diagram by clicking 'interesting' people. The users will be 'satisfied better' by being able to read plain descriptive language that explains the various sources proving that the people in the tree are the correct ones, how and why they are linked and the logical interpretation of Source information.

The Ancestor tree is made up of triplets and I am adding plain 'story telling' language descriptive notes (a combination of interpretations from all relevant Sources) that effectively prove and describe in a friendly way the structure of each Triplet (being Mother, Father and child). Each member of a triplet has the same note number and thus when clicked the same note appears. The Notes logically link the triplets with other triplets when a child becomes a spouse.
As such the now married child belongs to two triplets (one as a parent and one as a child) so has two different Notes.

There are never more than two notes per person and most of the work is the multiple linking. It works absolutely fine except for my original query, which was aimed at reducing work, (which I suppose can be ignored by attaching the Source to the Note Tab of the person).
The whole story can be told via these notes which are self contained, describe everything about each triplet and are instantly visible. The Source Photo's can be viewed if/as desired (if the source was attached to the main Note as in my original query), now I will have to attach the Source to each person in the triplet.

I hope you do not think I have wasted your time, but I did start out with a simple explanation trying to avoid this lengthy one, using the tombstone example. It actually backfired, as these things tend to do!

@tatewise: Have just seen your addition. You are correct regarding having to click the Notes Tab. Because one person belongs to two triplets they have two notes that are then both visible at the click on either in the list.
I have not had time to re-consider properly the clicking of either of two Sources to do the same. However, I still have to Cite both sets of Sources on each of the three people within a triplet. It 'would' have been excellent if my first observation had actually worked wherein I would attach relevant Sources to the one 'master' note and simply linked it to three people. I don't suppose I have explained this well.

[tatewise]

OK, the admirable idea of simplifying your problem works well for conventional Projects, but not for an unconventional Project like this one.

Is this Project on a dedicated PC so you can heavily customise Property Boxes, etc, without concern for any other Projects?
Alternatively, you could use the Backup And Restore Family Historian Settings Plugin when switching between this Project and the other conventional Projects.

Think this through...
Use Source Records instead of Note Records.
The Property Box of these Source Records are highly customised as explained later.
The Individual Records cite the two triplet Source Records as <whole record> citations.
The user clicks on the Diagram to open an Individual Property Box displaying the Main tab.
This shows the usual Main tab summary plus the two Source Records in the yellow Sources pane.
Now instead of having to click the Notes tab, and maybe click 2nd Note Record, the user clicks the 1st Source Go To Source Record button, or clicks the 2nd Source and clicks its Go To Source Record button.
So that is the same number of clicks in both cases.

Now the Source Record customisation:
The Main tab of its Property Box can be changed to eliminate most of the details.
(These details can be moved to another custom tab if required.)
In the extreme, only the Note box need remain, so it looks just like a Note Record.
A bonus is that the Multimedia tab immediately shows the photos.
QED

[donone]

QED indeed!
I have not tried this yet but the theory holds water. In fact it seems to be an improvement due to the "bonus".
I do have a 'conventional' project as well but I already use the Backup And Restore Family Historian Settings Plugin, so I see no problems there. Failing that I have another PC.

I am extremely grateful as always for your time, patience and persistence.

Thank you also Jane and Lorna for your comments, which I am sure will be useful in my 'conventional' project.