Oh, thank you, BJ! You can't imagine what a relief it is to hear you say that this is not going to be a serious problem! I really appreciate your taking the time to explain this. I've read it, but have to read it again more carefully to understand better what is happening, but I already feel much better because I really have to get a new computer and I know that when I do, I should move to 2012. Thanks so much! (I've been waiting patiently because I just knew you'd answer when you had time.) LouDean -----Original Message----- From: ftm-tech-bounces@rootsweb.com [mailto:ftm-tech-bounces@rootsweb.com]On Behalf Of BJ Sent: Thursday, October 13, 2011 1:19 PM To: ftm-tech@rootsweb.com Subject: Re: [FTM-TECH] Citation Text I'm sorry but it seems no one has answered your question and I'm replying a little late. You should not have any problem moving your source-citation data from FTM 16 into any of the later versions of FTM. Your comments will be preserved just as you have them in FTM 16. Just so you know what is going on here is how the source-citations are handled. FTM 16 and earlier always linked a source-citation to a single fact. This was true even when the source-citation might be exactly the same for 1 or 2 or even 4 facts. For example let's say that you found a Census record for a family of 8 people. You enter the census record as a source-citation for each individual to document their Name, Date of Birth and Residence/Census fact. You enter the information into the source-citation for the first person and then use FTM 16's feature to copy/paste the source-citation to all of the individuals and their three facts. You make no changes to the other source-citations. This would enter 24 identical source-citations into your data base. There are disadvantages such as wasted space in your data base because you have 24 copies all containing the exact same information. Another disadvantage is if you discover your misspelled something such as the city name or the Roll number, to correct that bit of information you must visit all 24 copies and make the same correction to each copy. Beginning with FTM 2008, this process was changed slightly. You can enter the source-citation information in a single source-citation and then link that single-source citation to all 24 facts described above. This reduces the amount of space required in your data base because you have the information only once and it makes it much easier to make the correction because you make the correction to the single source-citation and it is displayed properly for all 24 facts. Think of it as like the central heating system in most homes today. You have a single heater and thermostat. Any change to the thermostat applies the change to all rooms connected to the heater. The KEY to this is the source-citation information must be the same for all individuals and facts including the Source Title, the Citation Detail (Citation Page), the Citation Text, the Reference Note (Footnote). Obviously there may be times when you don't want the source-citation to be exactly the same for all of the individuals or facts. In your case you add and explanation in the Citation Text field. This can be accommodated by Copy and Paste as Duplicate. This tells FTM to make a second copy of the source-citation and link it to the new individual or fact. This is essentially what will happen to your FTM 16 source-citations. For those source-citations which have distinct Comment Text entries, a separate source-citation will be created for each thus preserving your current systems. Just to summarize what must be identical for source-citations to be entered once and linked to multiple individuals and facts. All of the following fields must be identical. 1. Source title 2. Citation detail 3. Citation Text 4. Reference Note - a reference note (like the FTM 16 Footnote) can have information manually entered into the field. 5. Source-citation Note 6. Source-citation Media items I hope this answers your concerns. BJ
You're welcome. I'm glad that it eases your mind about migrating to FTM 2012. Here are a few things that I have found helped me when I migrated from FTM 16. I found it easier to correct the items using FTM 2012 after the conversion but they are items which you may want to check and "clean up" to get your data in good condition. 1. Review your the Comment/Location fields in your facts. For all Facts such as Education, Occupation, Degree, etc, where you may only have a description or comment, ensure you have a slash following the comment. The conversion routine looks for the slash to determine which part of the field is to be imported into the Place field and which will be imported into the Description field. Anything preceding the slash goes into the Description field. Anything following the slash goes into the Place field. If no slash is found, it goes into the Place field. If it is too much work to correct it in FTM 16, not to worry, there are some tools in FTM 2012 which can help switch the information to the proper field. 2. Review your place names and try to ensure they are standardized as much as possible. When they are imported into FTM 2012, all of them will automatically be marked as Not Resolved. Not to worry. That is not an error message indicating there is a problem. It is simply a message saying the name has not been found in the Place Name Authority listing. This is a list of over 3 million place names that you can use to standardize your place names. If you chose not to use them you can either leave the flag set (showing). This is what I do. Or you can select the "Ignore" option which tells FTM 2012 "I want to use this name and do not flag it as not being standard." 3. Review your media items. Some users placed additional copies of a photo in two or more Scrapbooks in FTM 16. Perhaps a group picture or something similar. The conversion routine doesn't know this is the same photo and will import two copies of it. FTM 2012 lets you "link" a single photo to multiple individuals or facts. So you may want to use this capability to reduce the number of photos in your folder. 4. Review your Source-citations look for duplicates which you may want to link to a single copy. Also look at some which are linked but you want to tailor them making them unique to the fact. Just remember the differences in actions when using the Copy and Paste feature for the Sources. The "Paste as link" uses a single copy of the source-citation for multiple individuals or facts. If you make a change to the source-citation, that change is applied to all individuals and facts. The "Paste as Duplicate" adds a new copy of the source-citation. You can make a change to the source-citation and that change is only applied to the individuals and facts linked to that copy. 5. While reviewing your Source-citations, you may want to consider using the Templates. These follow the guidelines of Elizabeth Shown Mills' "Evidence Explained". Many find using the templates provides them with a more uniform method of formatting their Source-citations. Others like myself find them too much work and effort for very little benefit. At any rate they are there and you may find them useful. Here are some features which are different from FTM 16 but my assist you in your research. 1. Individual facts may now have media items and notes for each fact. I use this to record information unique to the fact. An example is if someone was born in a house and you have a picture of the house, you could link that to the birth fact. Alternately you can link a photo of a tombstone to the death fact. 2. "Hints", these are little green leaf icons which may appear next to names on the Family work area. These are possible matches to trees or research items found in the Ancestry.com's data bases. Clicking on the "hint" icon, opens the Web Search work area listing all of the hints for that individual. 3. The "Web Merge Wizard" is a great boon to researchers. It lets you merge information found in the Ancestry.com data bases into your personal data base. You are offered a number of options as to whether to merge the information and how to merge the data. I find it very useful. One think I really like about it is once the merge has been completed, the source-citation has an online link to the original record so I can always return to the match when I want. Once you have your new computer and FTM 2012, I hope you have a very enjoyable experience with the new FTM 2012. BJ On 10/13/2011 7:12 PM, LouDean wrote: > Oh, thank you, BJ! You can't imagine what a relief it is to hear you say > that this is not going to be a serious problem! I really appreciate your > taking the time to explain this. I've read it, but have to read it again > more carefully to understand better what is happening, but I already feel > much better because I really have to get a new computer and I know that when > I do, I should move to 2012. >
Wow! Thanks! This is going to be very helpful to me in making the transition! I appreciate your taking the time to help me. (Now if I can just figure out which computer I need....) -----Original Message----- From: ftm-tech-bounces@rootsweb.com [mailto:ftm-tech-bounces@rootsweb.com]On Behalf Of BJ Sent: Friday, October 14, 2011 12:05 PM To: ftm-tech@rootsweb.com Subject: Re: [FTM-TECH] Citation Text You're welcome. I'm glad that it eases your mind about migrating to FTM 2012. Here are a few things that I have found helped me when I migrated from FTM 16. I found it easier to correct the items using FTM 2012 after the conversion but they are items which you may want to check and "clean up" to get your data in good condition. 1. Review your the Comment/Location fields in your facts. For all Facts such as Education, Occupation, Degree, etc, where you may only have a description or comment, ensure you have a slash following the comment. The conversion routine looks for the slash to determine which part of the field is to be imported into the Place field and which will be imported into the Description field. Anything preceding the slash goes into the Description field. Anything following the slash goes into the Place field. If no slash is found, it goes into the Place field. If it is too much work to correct it in FTM 16, not to worry, there are some tools in FTM 2012 which can help switch the information to the proper field. 2. Review your place names and try to ensure they are standardized as much as possible. When they are imported into FTM 2012, all of them will automatically be marked as Not Resolved. Not to worry. That is not an error message indicating there is a problem. It is simply a message saying the name has not been found in the Place Name Authority listing. This is a list of over 3 million place names that you can use to standardize your place names. If you chose not to use them you can either leave the flag set (showing). This is what I do. Or you can select the "Ignore" option which tells FTM 2012 "I want to use this name and do not flag it as not being standard." 3. Review your media items. Some users placed additional copies of a photo in two or more Scrapbooks in FTM 16. Perhaps a group picture or something similar. The conversion routine doesn't know this is the same photo and will import two copies of it. FTM 2012 lets you "link" a single photo to multiple individuals or facts. So you may want to use this capability to reduce the number of photos in your folder. 4. Review your Source-citations look for duplicates which you may want to link to a single copy. Also look at some which are linked but you want to tailor them making them unique to the fact. Just remember the differences in actions when using the Copy and Paste feature for the Sources. The "Paste as link" uses a single copy of the source-citation for multiple individuals or facts. If you make a change to the source-citation, that change is applied to all individuals and facts. The "Paste as Duplicate" adds a new copy of the source-citation. You can make a change to the source-citation and that change is only applied to the individuals and facts linked to that copy. 5. While reviewing your Source-citations, you may want to consider using the Templates. These follow the guidelines of Elizabeth Shown Mills' "Evidence Explained". Many find using the templates provides them with a more uniform method of formatting their Source-citations. Others like myself find them too much work and effort for very little benefit. At any rate they are there and you may find them useful. Here are some features which are different from FTM 16 but my assist you in your research. 1. Individual facts may now have media items and notes for each fact. I use this to record information unique to the fact. An example is if someone was born in a house and you have a picture of the house, you could link that to the birth fact. Alternately you can link a photo of a tombstone to the death fact. 2. "Hints", these are little green leaf icons which may appear next to names on the Family work area. These are possible matches to trees or research items found in the Ancestry.com's data bases. Clicking on the "hint" icon, opens the Web Search work area listing all of the hints for that individual. 3. The "Web Merge Wizard" is a great boon to researchers. It lets you merge information found in the Ancestry.com data bases into your personal data base. You are offered a number of options as to whether to merge the information and how to merge the data. I find it very useful. One think I really like about it is once the merge has been completed, the source-citation has an online link to the original record so I can always return to the match when I want. Once you have your new computer and FTM 2012, I hope you have a very enjoyable experience with the new FTM 2012. BJ