* Adding Source citation to multiple records

[martinv]

I forgot to set Family Historian to Tools, Set Automatic Source Citation, and went ahead and added about 60 records – now without a source. In Family Historian you cannot select those individual records and then with one or two clicks add the same source citation to all the marked records. (Please, Family Historian, could you put in a facility to do this !). To go and add the same source to each record afterwards is tedious as you can only do one individual record at a time.

There is a way around this problem and it involves getting those individual records out of your file again into a separate gedcom file and then bringing them back again. When doing this, the program prompts you to create a source for those imported records. It is at this point you resolve you source problem for those records.

This is how:
Click on the records window and ensure the Individuals tab is selected.
Organize your records so that your most recently added records are at the top. To do this click on the Column heading called ‘Updated’ or Alt + Click on the ‘Record ID’ Column and your most recently added records should all be at the top of the list.
Create a Named List. First, see if named Lists are visible on the right hand side of your records. If not you need to click on the Named List Pane icon or Click on Lists on the Menu Bar and select Named Lists Pane. If your list pane is still not visible then you may need to move your mouse to the right border edge of the program, if it turns into a double left/right arrow then click and drag leftwards to reveal the named lists pane. Click on the new list Icon or click on Lists on the Menu and select New named list. Give your list a relevant name such as Records needing a source.
Put the relevant records into this named List. Make sure your new named list is selected. Now select the records you want to add a source to. To do this click on the first record in your list and hold the Shift key on the keyboard and click the last record you want in this list. Release the Shift key on the keyboard. Now click on to add to the selected name list or click on Lists on the Menu and select Add to selected name list. You should now see that the named list has a number of items in it. Save the file – Click File on the menu and select Save.
Split Tree. I recommend that at this point you save as a new file. Click the menu item File, select Save as.., and give the file a name such as New Records.ged. This will make an exact copy of file. So the idea now is to delete all the records except for those in your named list. To do this, click File on the Menu and select Split Tree Helper. Click the third radio button named – Delete all individual records NOT found by the individual query below. Next to Individual query, click the drop down list arrow and select Named List Members. Now click the Delete button at the bottom of the dialogue window. A new window opens called Enter Query Parameters. Click the drop down list arrow for Enter list name and select your named list. You should now only have your records in the list that has no source information. Save this file and then open the original File again.
Run Split Tree again. The idea now is to delete only the records in your named list. To do this, click File on the Menu and select Split Tree Helper. Click the second radio button named – Delete all individual records found by the individual query below. Next to Individual query, click the drop down list arrow and select Named List Members. Now click the Delete button at the bottom of the dialogue window. A new window opens called Enter Query Parameters. Click the drop down list arrow for Enter list name and select your named list.
Merge the records. Click File on the menu and select Merge/Compare file. Click on the file you have just saved, in this case it is called New Records, and click Open. Click the Merge button, Click OK and then Yes to create a new source record for the merged records. Put in a relevant title and note. Don’t worry about what you do here too much because we can go to the Sources tab later and edit this source. Click OK.
Edit the new Source Information. Click the Sources tab and double click the Source you have just created to get its Properties Dialogue box. Now you can change the Title, add notes and manage any objects, such as your source document.
Check that this source information is now reflected in your new records. Click on the Individuals tab. Click the plus sign next to one of the new merged records. It should now show Source information.
Does anyone know an easier way??

[admin]

Once autocitation is on, you can in the records window or all tab right click on the event, or person and use 'paste autocitation' to paste the citation to the record or event.