Prepared Citation

The term 'prepared citation' has not always been used within Family Historian, but there has been an implicit concept of a prepared citation since automatic source citations were first introduced.  This is because the prepared citation details are the details used for automatic source citations - they are the same thing (although the prepared citation is no longer just used for automatic source citations - it is also used by Data Entry Assistant tools, for example).  At any given time, there is only ever at most one prepared citation.  There may be none.  At a minimum, a citation (any citation) consists of a link to a Source record.  However, all kinds of details (field values) can be attached to such links, even including notes and media.  And this is true of both actual and prepared citations.

You can view the prepared citation (if any) in the Citation Window (see Citation Window with a Prepared Citation) or in the Automatic Source Citation Pane, or in, or in both at the same time.To view the prepared citation in the Citation Window, click on the Source button  on the main application toolbar and choose View Prepared Citation from the menu that appears.  This menu command will be greyed if there is no prepared citation.  To view the prepared citation in the Automatic Source Citation Pane, just click the Automatic Source Citation button  on the main application toolbar.  If there is no prepared citation, the Source field will display a search icon  and the View button will be disabled and greyed, as in figure 1 below.


Figure 1 - Automatic Source Citation Pane with No Prepared Citation


If there is a prepared citation, the Source field will display a Source record icon and the View button will be enabled (not grey).  If automatic source citations are not enabled, it will look something like figure 2 below.


Figure 2 - Automatic Source Citation with a Prepared Citation


Finally, if there is a prepared citation and automatic source citations are enabled, the large button on the left will be blue and show the word 'Enabled', and the Automatic Source Citation pane will look something like figure 3 below.


Figure 3 - Automatic Source Citation with a Prepared Citation, with Automatic Source Citations Enabled

In practice, most of the time it will be easier to view and work with prepared citations in the Citation Window (see Citation Window with a Prepared Citation) - not only because it is a larger window, with a more convenient layout, but also because you can also view full details of the Source record at the same time, which you can't with the Automatic Source Citation Pane.  And, most importantly, you have access to Data Entry Assistants in the Citation Window, which you don't in the Automatic Source Citation pane, and you can see how footnotes and bibliography entries will look in the Citation Window side panel - which again you can't do in the Automatic Source Citation Pane.  But you can copy a prepared citation in either context.  In the Citation Window you click the Copy Citation button to do this.  In the Automatic Source Citation Pane, you have to click on the menu button  and then choose Copy Prepared Citation from the menu that appears.

We saw above that If you want to view an existing prepared citation in the Citation Window, one way is to click on the Source button  on the main application toolbar and choose View Prepared Citation from the menu that appears.  However, this menu command will be greyed if there is no prepared citation.  The other way is to click on the Automatic Source Citation button on the main application toolbar, and then click the View button when the pane appears.  This button will again be greyed if there is no prepared citation.  You can create a new prepared citation by clicking on any of the first three menu commands on the menu that appears when you click on the Source button  on the main application toolbar.  Or you can create a prepared citation by simply selecting a Source record in the Automatic Source Citation Pane.  By the same token, if you want to clear the prepared citation, you just need to clear the selection in the Automatic Source Citation Pane (by, for example, clicking the Clear button to the right of the Source field).

Prepared citation details are stored persistently in the Family Historian header record, so if you create a prepared citation in one session, it will still be there, and you can still use it, in the next.