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Source Template Definitions Dialog

The Source Template Definitions dialog displays a list of source template definitions. Source template definitions are held in collections. Two collections are included when you install Family Historian, but you can import more collections or create your own. Source template definitions, and the collections they belong to, do not form part of your project data. Before you can use a source template within a project, you have to add it to that project. In effect what happens when you do this, is that a Source Template record is created within your project data, based on a source template definition. The latter functions like a recipe for the creation of the Source Template record. The Source Template record represents the source template within the project.

To learn more about source template definitions, see Sources and Source Templates.

Accessing the Source Template Definitions Dialog

The Source Template Definitions dialog can be accessed in two different ways and will look slightly different, depending on the context of use. You can open it by clicking on the Find More… button, in a Source Template selector dialog. For example, suppose you wanted to add a source citation to an item of data in the Property Box. In that case, typically you might click on the Add Citation button in the Citation List Pane. If you then choose the option Add New Source from Template, a Source Template selector dialog will open, to allow you to select a source template to use. If you now click on the Find More… button in that dialog, you will be presented with the Source Template Definitions dialog showing a list of source template definitions.

You can also open the Source Template Definitions dialog by selecting Source Template Definitions on the Tools menu.

Adding Source Templates to Your Project

You can select as many as you like, and click the Add to Project button to add them to the current project. You can add them one-at-a-time on an as-needed basis. Or you can add as many as you like, in anticipation of future needs, to create a list of pre-selected Source Templates that you propose to use in the future.

You can add source templates from any collection. You can also create your own source templates, either from new, or by copying an existing template (using the Clone button) and modifying it.

Source Template DefinitionS List

The list of source template definitions has the following columns:

Collection	Collection name. Every source template definition must belong to a collection.
Category	Within a collection, source template definitions may be divided into categories
Subcategory	Within a collection category, source template definitions may be sub-divided into sub-categories
Template	The name of the source template
Custom	Ticked if the source template belongs to a custom collection - that is, an imported collection or one you have created yourself.
Used	A tick here means that the current project contains a Source Template record which has the same name, and the same category and subcategory names, as this source template definition, and is an exact match. If the column contains the word 'mod', this means that there is a Source Template record which has the same name, and the same category and subcategory names, as this source template definition, but is not an exact match. A Source Template record is only considered to be an exact match for a source template definition if the following all match: Description Record Title Format Bibliography Format Footnote Format Short Footnote Format In addition, to be an exact match, the Source Template record's set of field definitions must also match the field definitions in the source template definition. That is, the two sets must have the same number of field definitions, and these must be in the same order, and the respective field definitions must have the same names and all other details must match (field name, code, type, prompt, description and citation status).

The Collection field at the top of the list, allows you to restrict the list to show only definitions belonging to a given collection. You can also further filter the list by typing text into the Filter field, also at the top of the list. If you type one or more words into this filter, the list will be filtered to only show source template definitions where the collection name, category name, subcategory name or template name, match the text in the filter.

Click on any column heading to sort the column on that heading. To reverse the sort, press-and-hold the ALT key while clicking on the column heading.

Buttons

Buttons are displayed at the bottom of the dialog, and, optionally, on the right-hand side. To view buttons on the right-hand side, if they aren't already showing, press the More >> button at the bottom.

Add to Project	Before a source template can be used within a project, you have to add it to the project. What this actually means is that a Source Template record is created within the record, based on the selected source template definition.
More >> and << Less	Show or hide the buttons on the right-hand side.
New...	Create a new source template definition. If you wish to create a new collection of source template definitions, you just create a new definition and specify a collection name that has not already been used. Thereafter to add more new source template definitions to this collection, you just need to specify the appropriate collection name as the collection name for the new source template definition. For tips on creating new source template definitions, see Designing Source Templates.
View/Edit...	Opens the Source Template Definition Editor to view or edit the selected source template definition. Only custom source template definitions are editable, but standard source template definitions can be viewed by clicking this button. Standard source template definitions are ones that are installed when Family Historian is installed.
Clone...	Click this button to make a copy of a source template definition. If you wish to copy an entire collection, click the Collections button (see below) and click the Clone button within the Collections dialog. When you clone a source template definition you will be able to specify the name of the collection you wish to add the clone to. If you don't specify otherwise, it defaults to 'Custom'.
Delete...	Delete selected source template definitions (custom source template definitions only)
Import...	Import a collection of source template definitions.
Export...	Export a custom collection of source template definitions.
Collections...	Open the Collections Dialog to view a list of collections. Within this dialog you can view more details about each collection, and delete, rename or clone a collection.
Compare/Sync...	Open the Source Definition Compare Dialog to compare the selected source template definition with the equivalent Source Template record (if any) in the current project. The same dialog can also be used to bring the Source Template record and source template definition into sync with one another, by making appropriate changes either to the Source Template record, or, if it's a custom one, to the source template definition.