Property Box

The Citation List Pane


Citation List Pane (marked in red) positioned at the bottom of the Property Box

 

You open or close the Property Box's Citation List pane by clicking on the Show Sources button on the Property Box toolbar.  By default, the Citation List pane has a yellow background, to make it easily distinguishable from the rest of the Property Box. It is normally displayed at the bottom of the Property Box, but this is configurable.  If you do not have a large screen, you can also specify that you want the Citation List pane to open as a separate window, if you prefer (see the Property Box tab of Preferences).

If the Citation List pane is too small, click-and-drag on Gripper Bars, in the area separating the Citation List pane from the rest of the Property Box, to re-size it. Gripper bars can be horizontal or vertical.  The horizontal ones look like this:

The Citation List pane has one field ('Sources for') and a list of Source Citations:

Sources For This lists all the fields in the record which contain data, and for which a source can be cited. Some subfields cannot be given separate source citations. For example, a single source citation is used for both the place and date of birth. If the source citation only applies to one of these, this fact should be noted in the Note field.
Citation List This list is a list of source citations associated with the currently selected item in the Sources For field above.  The list has 2 columns: Citation, and Source Rec.  By default, the Citation column displays the Footnote text for the citation, but this is configurable (see below).  The kind of text used is displayed after the word 'Citation' in the column heading. The record id of the Source record associated with the citation, is shown in the Source Rec column.


Below the Citation List is the Citation List toolbar, which has the following toolbar commands:


Add Citation
Add source citation.  By default, clicking on this button will result in a menu being displayed with these options:
  • Cite Existing Source
  • Add New Source from Template
  • Add Generic Source
However, it is also possible to configure the toolbar to not display a  menu, and instead to always execute the first option: Cite Existing Source.  This is because the Source Selector Dialog, which is displayed when you take that option, has a New button, which can be used to add a new Source from Template, or a new generic source.  The option is called Enable 'Add Citation' Menu (ticked by default) on the Property Box tab of Preferences.

When a new Source is created, or an existing source is cited, full details of both the Source record and the citation link to it, are displayed in the Citation Window.

To learn about the difference between generic Source records and templated Source records (Source from Template), see Sources and Source Templates.

Edit Source Citation
Displays the selected source citation in the Citation Window.  Double-clicking on a source citation does the same thing.

Note: Once you have double-clicked on a source citation, the Citation Window will not only open to display that source citation, but the window will become pinned, meaning that it will stay in sync with the selection in the Citation List pane.  As the selection changes, the Citation Window will update itself appropriately.

Copy Citation
Requires a selection in the Citation List.  Copies the citation to the source clipboard.  The source clipboard is a separate clipboard, different from the usual Windows clipboard, managed internally by Family Historian.  This means that if you copy something else (something other than a citation), to the usual Windows clipboard, the copy will not affect the source clipboard, so you will still be able to paste a previously copied citation.

Paste Citation
Requires that a citation should previously have been copied to the Source clipboard.  Pastes the citation into the Citation List.

Delete Citation
Deletes a selected citation.

Show Media
Shows media linked to the source citation in the Media tab of the Citation Window.

Show Media

Displays a menu with the following menu commands:

View Media in Workspace Media Window
If the selected source citation has associated media, this will cause them to be displayed in the Media Window.
Open Media in Editor/Player
If the selected source citation has associated media, a menu will be displayed with each item listed.  Selecting one of the media items causes it to be displayed in an external application - an editor or player.
Display Citation As...
Affects how citations are displayed in the first column of the Citation List.  The options are Footnote, Short Footnote, Bibliography Entry, or Source Record.  In each case, the text of the column header will specify the text format used, in brackets after the word 'Citation' - e.g. "Citation (Text: Footnote)".

Go To Source Record
Displays the Source record associated with the selected source citation in the Property Box.  Click the Go Back button  to return.


If you are inputting a significant amount of data from a given source, you are recommended to consider Source-Driven Data Entry tools, such as Data Entry Assistants (see Source-Driven Data Entry) or Automatic Source Citations.