Automatic Source Citation Pane

Overview

The Automatic Source Citation Pane is used to prepare a source citation, or display a citation that has previously been prepared in the Citation Window.  When automatic source citations are enabled, the prepared citation will be applied automatically to all new data that you add to your project, when you add it; or to existing data when you modify it.  Automatic source citations work equally whatever technique you use to create new fields or records, or to modify them. It doesn’t matter whether you are entering data via the Property Box, using diagram-based editing in the Diagram Window, or low-level editing in the Records Window, automatic source citations will work in all cases.

To open the Automatic Source Citation Pane, click on the Automatic Source Citations Pane button on the main application toolbar.

Before you can enable automatic source citations, you must have a prepared citation.  At a minimum, this means that there must be a Source record selected in the pane's Source field (see prepared citation).  You can also specify further details of your prepared citation if you wish.  The fields available dependent on the source type, and on whether the Source record is generic or templated.  If the source is a templated source, you will be able to specify citation fields that are specific to that template.  You can change any of these details, including the original Source record, at any time, without disabling automatic source citations, and the new details will be included in automatic source citations from then on.

Although you can specify details of the prepared citation in the Automatic Source Citation Pane, it is usually easier to do this in the Citation Window (see also Citation with a Prepared Citation).  Click on the View button to open the Citation Window to view and edit the prepared citation.  One important difference between the Automatic Source Citation Pane and the Citation Window is that the former does not show any details of the Source record - it just shows the name of the Source record.  It does however show citation-specific details, and even shows a count of the number of 'Text from Source' fields, notes and media that form part of the citation (these are the 3 links on the right-hand side of the pane - click on them to view or edit the relevant data).  The Citation Window, on the other hand, allows you to view and edit both citation-specific details and, if you wish, Source record details.

Automatic source citations are only applied when the Enable Automatic Source Citations button has been clicked, and is displaying as 'Enabled', or when the Enable Automatic button has been clicked in the Citation Window.  When automatic source citations are enabled, you will see ‘Auto-Citation Enabled’ in the bottom right corner of the application status bar. The Automatic Source Citation Pane is always open when automatic source citations are enabled.  Automatic source citations will be automatically disabled if you close the Automatic Source Citation pane, or clear the currently selected source record in the pane (or modify its name in any way), or click Disable Automatic in the Citation Window.

An automatic source citation is not applied to fields that already have that source citation.  Family Historian will consider that a field already has a given source citation if and only if, it has a citation to the same Source record, and the value of the Where within Source field in this citation matches the automatic source citation value (or if they're both blank) and the values of the templated citation fields, if any, also match.

To apply an automatic source citation to existing data, click on the cog button  and choose the Copy Prepared Citation option (or click the Copy Citation button, when viewing the prepared citation in the Citation Window).  You can then use the Paste Citation button  on the Property Box's Citation List Pane, to apply the citation to any existing field.

Although primarily designed for automatic source citations, the pane can also be used as a quick way of finding and selecting a source record, and as a quick way of creating and viewing a source record.  It can also be used as a quick and convenient way of specifying a source citation to be copied and pasted, to apply to existing data.

See also Source-Driven Data Entry and Sources and Source Templates.

Drag-and-drop

The Automatic Source Citation Pane is designed to be used in conjunction with all workspace windows, but particularly with the Web Search Window, using drag-and-drop.  If you are viewing a web page in the Web Search window, you can select text identifying the source and either copy and paste it into the Source field, or click on the selected text, and drag-and-drop it onto the Source field.  Then you can select a source record with a matching name (the dropdown list will display these when you drop onto the Source field), or you can create a new one using the commands on the cog button  menu.

You can also drag-and-drop text into all other fields of the pane.  To learn more, see Drag-and-Drop.

Fields & Buttons

Enable Automatic Source Citations	Click on this button to enable automatic source citations.  Requires a prepared citation - i.e. there must at a minimum be a selected Source record in the pane's Source field.
Source	Select a Source record from the list.  If you type a partial name into the field, the list will display matching Source records.  Alternatively create a new Source record using the 'Add New...' commands on the cog button  menu.  The new Source record will be displayed in the Citation Window.  Whenever a Source record has been selected, the Source record icon will display in the pane's Source field. Use drag-and-drop when viewing a web pages (especially if you are viewing it in the Web Search window) to drag a source name into this field.  If you drag onto existing text, that text will be replaced. If you drag to the right of existing text, the new text will be appended to the old. See 'Drag-and-Drop' above.
Select Existing Source (Select button menu)	Opens a selector dialog to allow a Source record to be selected.  If you have typed text in the Source field, this will be used as an initial filter.
Add New Generic Source (Select button menu)	Creates a new generic Source record and displays it in the Citation Window where you can add details, both for the Source record, and for the prepared citation.
Add New Source from Template (Select button menu)	You will be prompted to select a source template.  Then a new Source record will be created and displayed in the Citation Window where you can add details, both for the Source record, and for the prepared citation.
View	When you have selected a Source record (and the Source record 'scroll icon is displaying on the left of the Source field), you can click on the View button to view it in the Citation Window.
Clone Source Record (cog button menu)	If you have selected a Source record in the Source field, you can make a copy of it using this option.  The copy will be displayed in the Citation Window.
Copy Prepared Citation (cog button menu)	Copy the current prepared citation details to the clipboard.  You can then paste this citation using the Paste Citation button  on the Property Box's Citation List Pane, to add the citation to any item of data.
Paste Citation (as prepared Citation) (cog button menu)	If you have previously copied a citation (for example, on the Property Box's Citation List Pane), you can use this command to set the current prepared citation and thereby 'seed' the values of the Automatic Source Citation Pane.
Clear Prepared Citation (cog button menu)	Clears the prepared citation.  This will clear all values in the Automatic Source Citation Pane.
less/more	Reduces the size of the Automatic Source Citation pane, or re-enlarges it if previously reduced.  When in compact mode, some fields are hidden.  If one or more of the hidden fields contains a value, the button will show as 'more (+)'.  If they are all empty, it will just show as 'more'.
Close	Disables automatic source citations (if enabled) and closes the Automatic Source Citation pane.
<a variable assortment of citation fields>	The actual fields displayed will depend on whether the Source record is generic or templated (and, if the latter, which template).  The selection and ordering of the citation fields, matches the selection and ordering of citation fields in the Citation Window.  This can be customized. See Citation Window for more details.