Ancestral Sources Tutorial ~ Working With Options ~ (4) Marriage Settings

Introduction

Newcomers in particular are recommended to work with the default installation settings, until sufficient experience is gained to make an informed choice. Exceptions to this recommendation are marked with a question mark :?: and extra advice is given in this tutorial to help make a choice.

Remember to use Help to obtain extra advice, and hover the mouse over buttons and boxes to obtain a brief Tooltip.

Many of these settings are important, but especially the choice between Method 1 for 'source splitters' and Method 2 for 'source lumpers' :!: :?:

Marriage Settings

Use Tools > Options to open the Options window and ensure Marriage settings is selected.

Tools > Options > Marriage settings

Marriage Recording Method

:!: :?: Important Choices

Method 1 creates a separate Source Record for each marriage, with the Text From Source field containing its transcript, plus Multimedia links to any marriage record images, and optionally a Repository link to identify where the original is lodged. Then every Fact gleaned from this source cites the Source Record. So every Marriage, Birth, Occupation, Residence, and new Name for each person at the marriage is linked to the one source via a Citation that often contains little information apart from an Entry Date and Assessment. This method will result in many sources, but each transcript and associated notes and images are all recorded in one place, which makes corrections and updates easy to perform.

Method 2 usually has one Source Record for a marriage location such as “Marriages Preston, Lancashire, UK”, and every Fact gleaned from this location cites the Source Record. So every Marriage, Birth, Occupation, Residence, and new Name for each person at any marriage in that location is linked to the same source via a Citation with an Entry Date and Assessment. The Citation may use its Text From Source field to hold a marriage transcript, but this results in duplicate copies of the same data for all the Facts gleaned from that marriage. Alternatively, the transcript may be placed in a linked Note record, which avoids the duplication. Multimedia links to any marriage record images may be attached either to each Citation or each Fact. This method will result in very few Source Records and is a better choice if transcriptions and image links are not usually required.

Associated Individuals

The Edit button opens the Associated Individuals Type window that specifies how individuals, such as witnesses, bridesmaids, and best man, are recorded. This employs various options and template keywords, which are described in the tutorial Working With Templates.

When Saving Marriage Entries

It is all too easy to forget to complete all the details before you Save to Family Historian and these options let you choose which warnings you prefer.

There is also an Offer to retain settings option that allows data entered to be carried forward to a subsequent entry.

Sources

:?: Choices

The Source Type option allows the specified text, such as Marriage, to be entered in the Type field of the Source Record. If this field is altered, it is easy in Family Historian to use Tools > Work with Data > Source Types > Replace with and change all existing Source Records to match.

The Citation has an Assessment field with values such as Primary evidence and Secondary evidence, which can be automatically entered by selecting the Citation Certainty option. It is popular to tick this option and choose Primary evidence to indicate the official first-hand nature of a Marriage record.

The Citation also has an Entry Date field, and the Use Citation Entry Date option allows the Event Date to be automatically entered. It also allows Today’s Date to be entered, but is not the intended use in the GEDCOM standard.

Occupation and Residence Facts

Ancestral Sources automatically creates an Occupation Fact for either spouse or their parents with an entry in their Occupation field.

The Address field is never filled in, because the Residence Address is unlikely to also be the work-place address, but the work-place is probably nearby, so the Record residence place in occupation option allows the Residence Place to be recorded as the Occupation Place too.

There is also the option to Record individual age in residence and occupation, although this is not usually considered relevant to the Residence Fact or Occupation Fact.

If Suggest occupation is ticked then Ancestral Sources will attempt to suggest an Occupation for either spouse or their parents gleaned from your GEDCOM data.

Birth Facts

By default Ancestral Sources will offer to create Birth Facts for Individuals, with the additional option of even if no age or date of birth given.

There is an option to cite the Marriage Source for existing Birth Facts.

Parents

A marriage certificate often only refers to the fathers of the married couple. The options allow either parent to be included or excluded from the auto-text transcript by default.

Facts to Create

If the Religion option is ticked, and a religion is entered for either spouse, the a Religion Fact will be created for them.

Marriage Image Title Template

:?: Choices

This field defines one of the Title options available when you use Add Multimedia Image. It allows template keywords to be used, which are described in the tutorial Working With Templates.

It is advisable to choose a consistent naming convention for Multimedia that assists in locating records and images, both in the Multimedia Records window of Family Historian, and in the File Name details of Windows Explorer. The default settings are one approach, but some users prefer something similar to {KEYPERSON.SN_GN.CAPS} & {SPOUSE.SN_GN.CAPS} {DATE} {SOURCETYPE}, which sorts records into a similar order to the Individual Records and Family Records windows in Family Historian.

Marriage Settings – Method 2

On the Marriage settings page, select Marriage Recording Method 2 (data in citations) and click the Settings button.

Tools > Options > Marriage settings – method 2

Marriage Method 2 Title Temple

This field defines the Title to be used on the rare occasions when a new Source Record needs to be created. It allows template keywords to be used, which are described in the tutorial Working With Templates.

Images

:?: Choices

If the Link images to entries option is ticked, then you can choose either to link them to Citations or to Facts, and whether to link to the Marriage entry alone, or to all entries.

In Family Historian V3 both these links are only visible in the Individual Property Box via the All tab.

From Family Historian V4 onwards the Facts multimedia links are visible in the Individual Property Box on the Facts tab, so Link to facts may be a more convenient option.

If you plan to have many image links, then Method 1 may be a better choice.

Source Text

:?: Choices

You can choose to place the main screen Text Marriage transcript in either in a single linked Note record or in each Citation’s local Text From Source field.

The linked Note record avoids duplicating the transcript, but is only visible in the Individual Property Box via the All tab, or by switching to the Note Records window.

The Citation local Text From Source field is very visible, but the transcript is duplicated in many Citation fields.

If you plan to have many transcripts, then Method 1 is a better choice.

Marriage Settings – Method 1

Return to the Marriage settings page, select Marriage Recording Method 1 (source per Marriage) and click the Settings button.

Tools > Options > Marriage settings – method 1

Marriage Method 1 Title Temple

:?: Choices

This field defines the Title to be applied in creating the Source Record. It allows template keywords to be used, which are described in the tutorial Working With Templates.

It is advisable to choose a consistent naming convention for Source Records that assists in locating them in the Source Records window of Family Historian. The default settings are one approach, but some users prefer a template similar to the Marriage Image Title Template above.

When you use Add Multimedia Image there are useful options in the Image Viewer that allow the Multimedia Record and the Image Filename to all use the Source Record Title defined here.

Record Marriage Reference

You can choose to place the main screen Further Info tab Ref ID field in the source Publication Information field &/or the citation Where within Source field.

Source Data

This option enables an obscure GEDCOM feature that allows an event type, date, and place to be attached to the Source Record.

In Family Historian it is only visible in the Individual/Source Property Box via the All tab.

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