Ancestral Sources Tutorial ~ Working With Templates ~ (4) Associated Persons

Introduction

These templates are for more advanced users needing to record how any person is linked to the event being entered, other than as a family relation. The most obvious examples are godparents or witnesses at baptisms and weddings.

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

Associated Individual Types Editor

The following tutorials demonstrate the template editor for Baptism events.

Getting Started Tutorial

  • If necessary, open Ancestral Sources and ensure the Family Historian Sample Project or the Sample.ged file opens by default, but if not then Configure Initial Settings
  • Ensure that the Baptism Records mode is active by clicking the Create baptism entries button near the middle of the toolbar, or by choosing View > Baptism Editor
  • Select the Main Info tab so that the key person for the baptism can be entered
  • Double-click Anderson, Iain from the list of Individual names top right, and chose Individual
  • Notice that the source Title: above becomes Baptism Iain Anderson
  • Select the Further Info tab so that associated individuals can be entered
  • From the Associations: drop-down list choose Godparents
  • Double-click Addison, Helen Mary from the list of Individual names top right
  • Notice how the Name: and Desc: fields are automatically updated
  • If this entry were Saved:
    • The Baptism Event for Iain Anderson would gain a local Note
    • It would say God-parent: Helen Mary Addison derived from the Desc: field
  • Open the template editor by clicking the Edit… link to the right of the Association: field
  • From the Associated Individual Type: drop-down list choose God-parents to see how the template is defined
  • The Can be used with: option supports three modes:
    • Only individuals in file requires an Individual in your database to be chosen
    • Just names of individuals requires a name to be typed in
    • Allow both options is the default and allows either of the above
  • The Individual in file methods fall into five categories:
    • Witness Role where an Individual is a Witness to a Fact (FH V6 only)
    • Associations where the GEDCOM association structure ASSO tag is used
    • Custom Facts where a Fact is added to the associated Individual
    • Notes where text is added to a Note field or record
    • Not recorded where the association only appears in transcripts from Auto Text Templates
  • The Just names of individuals methods are:
    • Witness Role where a named person is a Witness to a Fact (FH V6 only)
    • Local Note where text is added to a Note field
    • Not recorded where the association only appears in transcripts from Auto Text Templates
  • After examining these options and the Help, click the Cancel button (if it is enabled) and OK the warning
  • The Reset button can be used to reinstate the installation default templates
  • Click the Close button to close the editor

Associated Individual Types Editor

In File Associations Tutorial

  • If the main screen Title: is not Baptism Iain Anderson, then re-enter this key person
  • Open the template editor again by clicking the Edit… link to the right of the Association: field
  • Click the New button and enter the Title: of the new association as Nanny (i.e. children’s nurse)
  • From the Method: drop-down list choose Association struct. – both ways
  • In Relation from Individual: enter Nanny
  • In Relation from Associated: enter Ward
  • In Local note: select {ASSOCPERSON} from << button, type in was Nanny to , and select {KEYPERSON} from << button
  • Click the Save button and the Close button
  • From the Associations: drop-down list choose Nanny and double-click Addison, Helen Mary as before
  • If this were Saved:
    • Iain Anderson would gain an Association to Helen Mary Addison with relationship Nanny
    • Helen Mary Addison would gain an Association to Iain Anderson with relationship Ward
    • Both would have a local Note saying Helen Mary Addison was Nanny to Iain Anderson
  • If the Method chosen had been Association structure, then only the first association would be entered

The FHUG Downloads offers a Property Box Tab ~ Associated Persons customisation that lists and navigates Associations.

You may follow or skip any of the following tutorials as you prefer, providing you perform the Final Delete and Close section.

In File Custom Fact Tutorial

  • If the main screen Title: is not Baptism Iain Anderson, then re-enter this key person
  • Open the template editor again by clicking the Edit… link to the right of the Association: field
  • From the Associated Individual Type: drop-down list choose Nanny
  • From the Method: drop-down list choose Custom Event (noting that Custom Attribute is also available)
  • The Event: name is Nanny, and is the name of the Family Historian custom Event to be created
  • The Local note: is {ASSOCPERSON} was Nanny to {KEYPERSON}
  • Click the Save button and the Close button
  • From the Associations: drop-down list choose Nanny and double-click Addison, Helen Mary as before
  • If this were Saved:
    • Helen Mary Addison would gain a Nanny custom Event
    • Its local Note would say Helen Mary Addison was Nanny to Iain Anderson

This Nanny custom Event is acceptable to Family Historian, but its default Fact Sentence will say something like She experienced Nanny on 1 Jan 2000 in Newton, Surrey. This can be improved by creating a new Custom Event within Family Historian using Tools > Work with Fact Sets… and defining a Sentence Template. In this example the name of the Custom Event must be Nanny.

Conversely, if you already have a suitable Custom Event/Attribute in Family Historian, then ensure the Event:/Attribute: name matches exactly, and for a Custom Attribute the Value: field is appropriate.

In File Linked Note Tutorial

  • If the main screen Title: is not Baptism Iain Anderson, then re-enter this key person
  • Open the template editor again by clicking the Edit… link to the right of the Association: field
  • From the Associated Individual Type: drop-down list choose Nanny
  • From the Method: drop-down list choose Linked Notes
  • The Linked note: is {ASSOCPERSON} was Nanny to {KEYPERSON}
  • Click the Save button and the Close button
  • From the Associations: drop-down list choose Nanny and double-click Addison, Helen Mary as before
  • If this were Saved:
    • The Helen Mary Addison whole person record would gain a Linked Note
    • The Baptism Event for Iain Anderson would gain the same Linked Note
    • The Linked Note record would say Helen Mary Addison was Nanny to Iain Anderson

In File Local Note Tutorial

  • If the main screen Title: is not Baptism Iain Anderson, then re-enter this key person
  • Open the template editor again by clicking the Edit… link to the right of the Association: field
  • From the Associated Individual Type: drop-down list choose Nanny
  • From the Method: drop-down list choose Local note
  • In the Note title: field ensure Nanny is suffixed with {ASSOCPERSON} from << button
  • Click the Save button and the Close button
  • From the Associations: drop-down list choose Nanny and double-click Addison, Helen Mary as before
  • If this were Saved:
    • The Baptism Event for Iain Anderson would gain a local Note saying Nanny Helen Mary Addison

In File Not Recorded Tutorial

  • Open the template editor again by clicking the Edit… link to the right of the Association: field
  • From the Associated Individual Type: drop-down list choose Nanny
  • From the Method: drop-down list choose Not recorded
  • Click the Save button and the Close button
  • From the Associations: drop-down list choose Nanny and double-click Addison, Helen Mary as before
  • If this were Saved:
    • Helen Mary Addison would not appear anywhere unless one of the {ASSOCLIST} keywords is used in the Auto Text transcript

Just Names Local Note Tutorial

  • If the main screen Title: is not Baptism Iain Anderson, then re-enter this key person
  • Open the template editor again by clicking the Edit… link to the right of the Association: field
  • From the Associated Individual Type: drop-down list choose Nanny
  • Under Just names of individuals: in its Method: drop-down list choose Local note
  • In Description: enter Nanny:
  • Click the Save button and the Close button
  • From the Associations: drop-down list choose Nanny and select Just a name – not in file
  • In the Name: field enter McPhee
  • If this were Saved:
    • The Baptism Event for Iain Anderson would gain a local Note saying Nanny: McPhee

Just Names Not Recorded Tutorial

  • Open the template editor again by clicking the Edit… link to the right of the Association: field
  • From the Associated Individual Type: drop-down list choose Nanny
  • Under Just names of individuals: in its Method: drop-down list choose Not recorded
  • Click the Save button and the Close button
  • From the Associations: drop-down list choose Nanny and select Just a name – not in file
  • In the Name: field enter McPhee
  • If this were Saved:
    • McPhee would not appear anywhere unless one of the {ASSOCLIST} keywords is used in the Auto Text transcript

Final Delete and Close

  • If the main screen Title: is not Baptism Iain Anderson, then re-enter this key person
  • Open the template editor again by clicking the Edit… link to the right of the Association: field
  • From the Associated Individual Type: drop-down list choose Nanny
  • Experiment with editing the template
  • When finished, click the Delete button and the Close button
  • Close Ancestral Sources and OK any warning messages

The Enter Baptism Facts tutorial illustrates how an Associated Individual is included in a Baptism data entry.

The Enter Marriage Facts tutorial illustrates how an Associated Individual is included in a Marriage data entry.

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