Sources

  1. There are small fields that contain an S on the right-hand side the Edit Individual field. These are for including sources. Double click on the s to insert a source.
  2. A Select Source field will appear. This will eventually contain a list of all of the sources you have entered. To add a source, click New.
  3. The Edit Source field will appear. First add the title of the source, such as the title of a book or the type of record. Be as specific as possible. You may find death certificates for people in different localities in different years, and differentiating between the certificates will make it easier for you later.
  4. Add the author of the source and the publication information.
  5. The two checkfields on the right-hand side of the Source Title field and the Publication Information field refer to how the citation will look when it is printed on a report or chart.
  6. Underneath the Publication Information there is field labeled Repository. The repository is the place where the record is kept. This could be an archive, a library, a museum, a courthouse, a home, or anywhere else. Click on the button to add the repository.
  7. The Select Repository field will appear. This will eventually be a list of all of the repositories you have entered. To enter a new repository, click Add.
  8. Add the name, address, and phone number of the repository, then click OK.
  9. Back in the Select Repository field, click on the name of the repository once to highlight it, then click OK. The name of the repository should appear underneath the Repository field.
  10. If the source you are entering is a book you found in a library or archive, you can enter the call number in the field to the right of the repository.
  11. You can add the text of the source in the Actual Text field.
  12. You can record notes about the source in the Comments field. This might be used for notes about the validity of the source, or its legibility.
  13. When you have finished entering all the information about the source, click OK at the bottom of the field.
  14. You have now returned to the Select Source field. Click on the title of the source once to highlight it. Click Select at the bottom of the field.
  15. The next field that appears is the Source field, which contains more specific information about the source you have selected. Click the Edit button in the upper right-hand corner to change any of the information on the top half of the field.
  16. You can enter the film, volume, or page number of the source, the date of the original record, or more comments in the bottom half of the field. This information is helpful when you have a multi-volume record that contains information for many individuals.
  17. You can type the text of the source using the Actual Text button in the bottom right-hand corner.
  18. If you have a scanned copy of the original source, you can link this to the source information you have entered. This will not save a copy of the image in your Personal Ancestral File; it will only save a link to wherever you have saved the image. Click on the Image button underneath the Actual Text button.
  19. Click Attach on the Image field.
  20. Click on the down arrow to select the Item Type (it can be a photo, sound clip, or video clip).
  21. Click on the field labeled Browse (to the right of the File Name field) to find the location of the saved image.
  22. A Caption and Description can be entered if you wish - it will be used when showing a slideshow or printing a photo album. Click OK to continue.
  23. Click Close.
  24. There should now be a star in the Image field, indicating that there is a link.
  25. Click OK.
  26. There should now be a star next to the source field labeled S. If there is no star, you should retrace your steps, because the source was not successfully linked.
  27. To add a source to the entire individual (rather than one particular event, as you did before), click the Individual Sources button.
  28. If the source is already in your file, highlight it and click Select. If not, you can add the source in the same way as before (see number 22).
  29. Click OK on the second source field that appears.
  30. To see a list of all the sources you have linked to this individual, click on the field next to the Notes field that has an image of an open book with yellow pages.
  31. This list cannot be edited - it is only so you can see all of the sources together in one place. Click Close to exit out of the list.