I recently had a good discussion with the Senior UI Designer for Family Tree Maker about sourcing. I wanted to share some notes from that discussion on the blog. As always, I would be interested in hearing some feedback from the group as well. I hope this is helpful!
A number of people have asked questions or made comments about managing sources in 2008. At a basic level, the way sources work in 2008 is very similar to the way they did in version 16. Sources can be entered and managed from the “Family” and “Person” tabs on the “People” screen and from the main “Sources” screen.
From the “Family” tab on the “People” screen
On the “Family” tab, you can add a source-citation to a fact by clicking the source-citation button next to a fact in the right-hand panel. This button appears for the fact that has focus and for all facts that have source-citations. The menu that appears has two options followed by a list of sources (if any) for that fact. The first option (“New Source-Citation”) adds a new source-citation just like you could do in version 16. Clicking on an existing source-citation in the menu will open it.
From the “Person” tab on the “People” screen
On the “Person” tab, source-citations for the selected fact are displayed in a list below the fact detail in the right-hand panel. This list of source-citations is similar to the one on the facts tab of the “Edit Individual” dialog in version 16. Clicking the “New” button in the source panel offers two options. Again, the first option (“Add New Source-Citation”) adds a new source-citation just like you could do in version 16.
New Features in Family Tree Maker 2008
Family Tree Maker 2008 has some new features that make working with sources easier.
Linking to existing sources – When adding a new source-citation, the second option (“Link to Existing Source-Citation” in the new source menu) will allow you to create a new link to an existing source-citation. This is handy when a single source-citation offers proof for more than one fact. In this case you don’t need to go through the work of creating a new source—instead you can simply link to an existing one.
Rating sources – You can now rate the quality of your source-citations by selecting one and then clicking the rate button (the one with the star) in the source-citation toolbar. Family Tree Maker supports two different ways of rating: 1) using your own system and criteria, or 2) using standard criteria.
Managing Sources – The new “Sources” view (accessible by clicking the “Sources” button at the top of the screen) allows you to see and work with your sources in a variety of new ways:
· Easily see all of the source-citations from a single source title*
· View all of the people and facts associated with one source-citation
· View all of the source titles* from a repository
· View all of the source citations associated with a person
· You can also add, link, and rate sources from this view
*Please note that the term “Master Source” from v16 is now “Source Title” in 2008. But just as before, a single “Source Title” can have multiple “Source-Citations” associated with it. The name was changed because of feedback from a number of customers and genealogy experts.
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