What Is a Source Template?
Each Source Template Has a Collection of Fields
Source Template Settings
Creating a New Template for Source Records
Naming the Source Template
Adding Fields to the Source Template
Removing Fields from the Source Template
Reordering Source Fields in a Source Template
Deleting and Duplicating Source Templates
Labels for Source Templates In Endnotes
Delimiters Between Fields in Sources
Changing the Template of a Source Record
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When you add a new source, you can specify its template. You can also change the template of an existing source. The source template refers to the collection and order of source fields that comprise the source.
You can add or remove fields that make up the various source templates and thus fundamentally alter the structure of new, "empty" source records. In addition, you can build your own templates for source records. Some preset source templates are shown below.
Source Templates | ||
---|---|---|
Book Census Deed Email Message Family Bible |
Free Form GEDCOM file Interview Letter Newspaper |
Periodical Tax List Vital Record Web Site Will |
When you add a source, a collection of fields associated with the source template will automatically appear in the Source Fields section of the Source window. For example, when you add a Book source, a collection of fields typically associated with a book will automatically appear. In addition, every source template contains a Free-Form Text field.
Source Template: |
Interview |
Book |
Newspaper |
---|---|---|---|
Source Fields: |
Title Date Interviewer Locality Library/Archive Free-Form Text |
Author Title Publisher Publication Place Publication Date Free-Form Text |
Author Article Title Name Date Free-Form Text |
To examine the various source templates...
This opens the Templates section of the Source Settings window which lists different source templates on the left side. When clicking a source template on the left, the right side of the window shows the fields that embody the selected source template. (The Free-Form Text field does not appear in the list of Fields — it is always included, in every source record.)
Reunion includes many preformatted source templates from which to choose. However, you may need to define new templates for sources. To do this...
Before adding a new source template, scroll through the list on the left, to make sure the desired template isn't already defined. If it is not, click the
button to create a new source template.When you add a new source template, a new item called New Source Template is added to the list of source templates. Next, you need to name the new source template and choose its fields.
To name the source template, you can type directly into the highlighted area in the list, the same way that you rename files in the Macintosh Finder. Source template names must be unique.
Every source template will include a Free-Form Text field. To add additional fields to the source template, use the
button. A list of source fields in your family file will appear.If you don't see the field you need in the menu, click add new source fields to the family file.
and then, back in the Source Settings window, click the button. This will open the Fields section of the Source Settings window, wherein you canTo remove fields from the source template, select the proper field (on the right side of the Source Settings [Templates] window) and click the
button. This does not remove the field from existing source records. It only affects new sources.To reorder the fields that constitute the source record, click and drag fields in the list on the right side. The order of fields in the list determines their order of appearance in endnotes.
To delete a source template, highlight the source template in the list (on the left side of the Source Settings window) and click the
button. When a source template is deleted, all sources of the designated template will be converted to free-form sources.To duplicate a source template, highlight the desired source template in the list and click the
button.The label of a source template is a user-defined text string that may, at your option, be included as a prefix to the endnote. There may be some source templates that will be better understood by your readers if the endnote contains a prefix label to identify the source template.
For example, let's say you're using a source template of "letter" with fields including "author," "date," and "date received." The output on the Register report may read something like:
Joe Bloggs, 3 Sep 1998, 5 Sep 1998
...which is meaningless to another reader of the Register report. However, by including a source template label (and source field labels) it could look more like this:
Letter. Author: Joe Bloggs, Date: 3 Sep 1998, Received: 5 Sep 1998.
In this example, the label of the source template is "Letter." The source field labels are: "Author:" "Date:" and "Received:"
To include a label for the source template in endnotes...
Click here to learn how to include a label for individual source fields.
Delimiters Between Fields in Sources
The punctuation between fields of a source record may be either a comma or semicolon. And the choice of punctuation can be specified independently for each source template, or may be applied globally to all source templates. (This punctuation applies in the source preview and in the endnotes of reports.)
To specify the punctuation between fields of source records...
To change the template of a source record, open a source record by selecting Sources in the Sidebar list and double-clicking a source in the Sources sidebar. Then use the button, located in the lower-left corner of the Source window.
When a source is converted from one template to another, its fields are inserted into the new source intelligently, following this process...