RootsMagic Family Tree Software

Creating your own source templates in RootsMagic 7

Randy Seaver on his Genea-Musings blog is currently doing a series on creating source citations in RootsMagic 7.  In this series he is showing how to set up sources using the Source Templates or Free Form.  The posts so far on this series are:

Creating Source Citations in RootsMagic 7 – Post 1: New Master Source (posted 12 January 2016).
Creating Source Citations in RootsMagic 7 – Post 2: Adding Source Details to the Master Source (posted 13 January 2016).
Creating Source Citations in RootsMagic 7 – Post 3: Adding Master Text, Detail Text, Quality and Repository Information (posted 14 January 2016).
Creating Source Citations in RootsMagic 7 – Post 4: Crafting a Source Citation for a Published Book Found Online (posted 15 January 2016)
Creating Source Citations in RootsMagic 7 – Post 5: Crafting a Source Citation for a Census Entry Using a Source Template (posted 18 January 2016)
Creating Source Citations in RootsMagic 7 – Post 6: Crafting a Source Citation for a Census Entry Using a Free-Form Source Template ( posted 19 January 2016)
Creating Source Citations in RootsMagic 7 – Post 7: Copying a Source Citation to Another Name or Fact

In RootsMagic 7, you also have the option to create your own source template, or copy an existing source template, and edit it.

Since I have ancestors who came to Australia in the 1840s and 1850s from Scotland, they appeared on at least one Scotland census record.  Many of them also had siblings, and other relatives, who remained in Scotland.  This means that I have used the Scotland Census records quite a bit.   RootsMagic 7 doesn’t appear to have any source templates for the Scotland Censuses.  There is also a web page for User Submitted Source Templates at https://sites.google.com/site/rm4templates/  This page also doesn’t have a source template for the Scotland Censuses.

I therefore need to create my own.   I usually use Legacy as my main family tree program, and Legacy does have source templates for the Scotland Censuses, so my first step was to create a source citation in Legacy to use as a basis for setting up my own template in RootsMagic 7.  This is the result of creating a source in Legacy:

Footnote/Endnote Citation:

1841 census of Scotland, Angus, Dundee City, enumeration district (ED) 57, page 21, Robert Harly; digital images, National Records of Scotland, ScotlandsPeople (http://www.scotlandspeople.gov.uk/ : accessed 11 Jan 2011); citing 1841 282/00 057/00 021.

Subsequent Citation:

1841 census of Scotland, Angus, Dundee City, ED 57, p. 21, Robert Harly.

Bibliography:

Scotland.  1841 census of Scotland. Digital images. National Records of Scotland. ScotlandsPeople. http://www.scotlandspeople.gov.uk/ : n.d.

In order to set up the template, you need to know how the templates in RootsMagic are set up.

First, select from the menu Lists

lists

From here, select Source Templates

sourcetemplates

This shows an example of how the current templates have been set up.

templates

Then I referred back to the Legacy source template to see what fields I need for the Master Source, and which fields I need for the individual citations

The master source fields are:

Jurisdiction Country:
Jurisdiction County – since I want to use one master source for all the counties in Scotland, I will leave this field off my RootsMagic template)
CensusID:
Format:
Website creator:
Website title:
URL
Publish date

The detail fields are:

Location details
Enumeration District
Page
Schedule no (since I can’t find a schedule no for the 1841 Scotland census at Ancestry, ScotlandsPeople or FreeCen, I’ll leave this field off my RootsMagic template)
ID of person
Date accessed
Credit line

So the first step is to set up these fields in my Source Template.  From the Source Templates screen, select Add to add a new source

This brings up a blank form to complete

blank

Then I press Add field to add each of my fields

This is the form used to add each field

field

To indicate that the field is a source detail field, then I check the This field is a source detail field box.

This is my completed field list

Fieldlist

Now, it’s just a matter of moving the fields into the appropriate positions on the right side to match the Legacy template.

This is the completed Master Source

completed

Now that the source template has been set up, I’ll go in and enter the source citation.

completedcitation

To specify that this master source is for the 1841 Scotland Census at ScotlandsPeople, I then name this Master Source “1841 Scotland Census (ScotlandsPeople)”.

Robert’s brother John and sister Elizabeth were also on this census record, so the next thing is to copy this to their record.  The only thing I need to change is the ID of person, so I’ll Memorize this citation, and paste the complete citation, and then edit the citation to change the name of the person.  I could have also just put Household of Robert Harly in the ID of person field, and then just copy the citation to everyone in that household.

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