RootsMagic 8:Adding a Citation - Revision history

Renee at 16:09, 25 February 2022

2022-02-25T16:09:24Z

Renee: /* Slide-In Source/Citation Workflow */

2021-11-18T23:23:16Z

Slide-In Source/Citation Workflow

Renee: /* Slide-In Source/Citation Workflow */

2021-11-10T23:37:45Z

Slide-In Source/Citation Workflow

Renee at 05:18, 28 August 2021

2021-08-28T05:18:05Z

Bruce: /* Slide-In Source/Citation Workflow */

2021-08-19T21:56:08Z

Slide-In Source/Citation Workflow

Bruce at 21:21, 19 August 2021

2021-08-19T21:21:57Z

Bruce: /* Click Source Column in Fact List */

2021-08-19T21:05:24Z

Click Source Column in Fact List

Bruce: /* Click Source Column in Fact List */

2021-08-19T21:02:36Z

Click Source Column in Fact List

Bruce: /* Click Source Column in Fact List */

2021-08-19T21:01:24Z

Click Source Column in Fact List

Bruce: /* Click Source Column in Fact List */

2021-08-19T20:59:36Z

Click Source Column in Fact List

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 *'''Citation Name''' - the name that RootsMagic will display in the Citation List.  This name is especially important for when you reuse an existing citation.
 *'''Citation fields''' - The information specific to this single citation.  For a free-form source citation, this will be a single field called "Page Number" which just gets tacked onto the end of the free-form source.  For a templated source citation there may be multiple pieces of information which are combined with the source fields to create the footnote, short footnote and bibliography.
-*'''Research note''' - Your research notes about how and why this citation answers the question(s) about the person, family, or fact the citation is attached to.
+*'''Research note''' - Your research notes about how and why this citation answers the question(s) about the person, family, or fact the citation is attached to. This can include a transcript or abstract of the record being cited.
 *'''Detail comment''' - Your comments about this particular citation
 *'''Detail reference number''' - An optional reference number you can assign to this citation.

@@ Line 63: / Line 63: @@
 However, RootsMagic offers an optional source / citation slide-in workflow that you can turn on via the <u>[[RM8:Program_Settings|program settings]]</u>.  If you choose to use this slide-in workflow, clicking the source column in the fact list will slide in the list of citations directly over the fact list, and turn the edit panel into a citation edit panel.
-[[File:RM8_EditPerson-Slide-Citation-1.jpg|Slide in Citation List]]
+[[File:RM8_EditPerson-Slide-Citation-1a.jpg|Slide in Citation List]]
 To add a new citation using the slide-in workflow, simply click the + button on the toolbar and add the citation exactly the same as above.  When you are finished adding citations, click the < back arrow in the header to return to the edit person fact list.

@@ Line 63: / Line 63: @@
 However, RootsMagic offers an optional source / citation slide-in workflow that you can turn on via the <u>[[RM8:Program_Settings|program settings]]</u>.  If you choose to use this slide-in workflow, clicking the source column in the fact list will slide in the list of citations directly over the fact list, and turn the edit panel into a citation edit panel.
-[[File:RM8_EditPerson-Slide-Citation.jpg|Slide in Citation List]]
+[[File:RM8_EditPerson-Slide-Citation-1.jpg|Slide in Citation List]]
 To add a new citation using the slide-in workflow, simply click the + button on the toolbar and add the citation exactly the same as above.  When you are finished adding citations, click the < back arrow in the header to return to the edit person fact list.

@@ Line 1: / Line 1: @@
-Navigation: [[RootsMagic_8:RootsMagic_8|RootsMagic 8]] > [[RootsMagic_8:Working_With_Sources|Working With Sources]] >
+Navigation: <u>[[RootsMagic_8:RootsMagic_8|RootsMagic 8]]</u> > <u>[[RootsMagic_8:Working_With_Sources|Working With Sources]]</u> >
 ----
@@ Line 44: / Line 44: @@
 [[File:RM8_EditPerson-Sources-Add-Existing.jpg|Sources Add Exisiting]]
-If you want to add both a new source and new citation, click the tab to "Add New Source" and RootsMagic will step you through [[RM8:Adding_a_Source|adding a new source]].
+If you want to add both a new source and new citation, click the tab to "Add New Source" and RootsMagic will step you through <u>[[RM8:Adding_a_Source|adding a new source]]</u>.
 After selecting or adding the source, RootsMagic will let you either add a new citation like above, or select an existing citation.
@@ Line 61: / Line 61: @@
 ===Slide-In Source/Citation Workflow===
-However, RootsMagic offers an optional source / citation slide-in workflow that you can turn on via the [[RM8:Program_Settings|program settings]].  If you choose to use this slide-in workflow, clicking the source column in the fact list will slide in the list of citations directly over the fact list, and turn the edit panel into a citation edit panel.
+However, RootsMagic offers an optional source / citation slide-in workflow that you can turn on via the <u>[[RM8:Program_Settings|program settings]]</u>.  If you choose to use this slide-in workflow, clicking the source column in the fact list will slide in the list of citations directly over the fact list, and turn the edit panel into a citation edit panel.
 [[File:RM8_EditPerson-Slide-Citation.jpg|Slide in Citation List]]
 To add a new citation using the slide-in workflow, simply click the + button on the toolbar and add the citation exactly the same as above.  When you are finished adding citations, click the < back arrow in the header to return to the edit person fact list.

← Older revision		Revision as of 21:56, 19 August 2021
Line 64:		Line 64:

	[[File:RM8_EditPerson-Slide-Citation.jpg\|Slide in Citation List]]		[[File:RM8_EditPerson-Slide-Citation.jpg\|Slide in Citation List]]
		+
		+	To add a new citation using the slide-in workflow, simply click the + button on the toolbar and add the citation exactly the same as above. When you are finished adding citations, click the < back arrow in the header to return to the edit person fact list.

@@ Line 35: / Line 35: @@
 #Clicking the Source column on the fact list
-===Select Fact and Click Sources Button===
+==Select Fact and Click Sources Button==
 Highlight the fact you want to add a citation to, then click the Sources button on the edit panel on the right side of the form.  RootsMagic will display a list of all the citations for that fact.
@@ Line 52: / Line 52: @@
 [[File:RM8_EditPerson-SourceCitation-Add-New.jpg|Citation Add New]]
-===Click Source Column in Fact List===
+==Click Source Column in Fact List==
 Clicking the source column for the fact you want to add a citation actually has 2 different workflows to choose from:
 #Standard workflow
 #Slide-in workflow
 With the standard workflow, this will directly open the list of citations in the edit panel exactly the same as above where you can add or edit citations.
 However, RootsMagic offers an optional source / citation slide-in workflow that you can turn on via the [[RM8:Program_Settings|program settings]].  If you choose to use this slide-in workflow, clicking the source column in the fact list will slide in the list of citations directly over the fact list, and turn the edit panel into a citation edit panel.
 [[File:RM8_EditPerson-Slide-Citation.jpg|Slide in Citation List]]

@@ Line 55: / Line 55: @@
 Click the source column for the fact you want to add a citation to.  By default this will directly open the list of citations exactly the same as above where you can add or edit citations.
-However, RootsMagic offers an optional source / citation slide-in workflow that you can turn on via the [[RM8:Program-Settings|program settings]].  If you choose to use this slide-in workflow, clicking the source column in the fact list will slide in the list of citations directly over the fact list, and turn the edit panel into a citation edit panel.
+However, RootsMagic offers an optional source / citation slide-in workflow that you can turn on via the [[RM8:Program_Settings|program settings]].  If you choose to use this slide-in workflow, clicking the source column in the fact list will slide in the list of citations directly over the fact list, and turn the edit panel into a citation edit panel.
 [[File:RM8_EditPerson-Slide-Citation.jpg|Slide in Citation List]]

← Older revision		Revision as of 21:01, 19 August 2021
Line 57:		Line 57:
	However, RootsMagic offers an optional source / citation slide-in workflow that you can turn on via the [[RM8:Program-Settings\|program settings]]. If you choose to use this slide-in workflow, clicking the source column in the fact list will slide in the list of citations directly over the fact list, and turn the edit panel into a citation edit panel.		However, RootsMagic offers an optional source / citation slide-in workflow that you can turn on via the [[RM8:Program-Settings\|program settings]]. If you choose to use this slide-in workflow, clicking the source column in the fact list will slide in the list of citations directly over the fact list, and turn the edit panel into a citation edit panel.

−	[[File:~~RM8:EditPerson~~-Slide-Citation.jpg\|Slide in Citation List]]	+	[[File:RM8_EditPerson-Slide-Citation.jpg\|Slide in Citation List]]

← Older revision		Revision as of 20:59, 19 August 2021
Line 57:		Line 57:
	However, RootsMagic offers an optional source / citation slide-in workflow that you can turn on via the [[RM8:Program-Settings\|program settings]]. If you choose to use this slide-in workflow, clicking the source column in the fact list will slide in the list of citations directly over the fact list, and turn the edit panel into a citation edit panel.		However, RootsMagic offers an optional source / citation slide-in workflow that you can turn on via the [[RM8:Program-Settings\|program settings]]. If you choose to use this slide-in workflow, clicking the source column in the fact list will slide in the list of citations directly over the fact list, and turn the edit panel into a citation edit panel.

−	[[File:~~RM8_EditPerson~~-Slide-Citation.jpg\|Slide in Citation List]]	+	[[File:RM8:EditPerson-Slide-Citation.jpg\|Slide in Citation List]]