Ancestral Sources Tutorial ~ Enter Census ~ (4) Edit Auto Text and Note
The next two areas below the grid are the Text and Note boxes, which define multi-line text for the Text From Source and Note fields of the Source Record.
Watch the associated Edit Auto Text and Note tutorial video.
Auto Text Transcript
To create an automatic transcript of the Census Grid, click the Auto button, or use Edit > Auto Text.
If there is more than one Census Auto Text Template defined, and therefore offered a choice, select the Default template.
Notice that the data is comma separated, which is perhaps not the easiest to read.
To alter the format, use Tools > Options… > Census settings and under Grid Column Separator top right, select Tab as the column separator.
While in this window, under Sources in the centre, tick both the Citation Certainty and the Use Citation Entry Date options, and then click OK.
Now click the Auto button again, and the Text will be tab separated.
For more advice on how to format the Text From Source field and obtain a tidy presentation in both Source Records and printed Reports, see how to Tabulate Multiline Text in Records and Reports.
In V2 there is an Auto tick box option that allows any further changes made to the data to be automatically updated in the Text box.
To further edit the text, click the Text… link to obtain a large editing window. Delete middle name Barbara from Janet Child and remove , England from Where Born as they do not appear in the Census record, and enter a few extra tab characters to align the columns.
There may be others listed in the Census record, who are not relations, and do not need Individual Records created. This is the place to enter those people's details to complete the transcript.
Click OK when satisfied that the transcript accurately reflects the Census record.
It is beyond the scope of this tutorial, but the Text box can be customised with a template that compiles data from many fields, to generate a more complete transcript.
See the menubar Tools > Autotext Template Editor options and the Auto Text Templates tutorial for details.
The Note box can be similarly edited via the Note… link, and possibly should say Fictitious tutorial data.