Format Citation in reports.


 

I am reticent to post an FH7 query as I eagerly awaited the update and it looks great. I am trying to get myself through the learning curve and use the help file as much as possible so as to not add to the deluge of queries.

However I have hit something I cant work out.
Following advice received a few months ago I had set up my sources with a Manual set of titles which work for me when searching the source list and to avoid these "non standard" titles appearing on reports I would manually type in the source citation using The Strathclyde Standard as a source note. I then set my preferences on reports such that only the source note was printed on reports. This worked really well.

So for example I might have a source titled BLOGGS Fred [567] Parish Baptism 1865. with source citation in note field of Baptisms (PR). England. Hinckley, Leicestershire. 1865. BLOGGS Fred. Baptisms. Leicester Records Office.
When I printed say a narrative report only the citation note was printed which is what I wanted. Now in version 7 I cant work out how to stop it printing my custom title as well as the note despite trying almost every tick box on the sources print options.

Am I missing something obvious?

John Firr


 

Does https://fhug.org.uk/kb/kb-article/customising-v7-to-use-v6-style-sources/ from the KnowledgeBase help, particularly the section on Bibliography and Footnotes?

 

From: family-historian@groups.io <family-historian@groups.io> On Behalf Of johnfirr via groups.io
Sent: 14 December 2020 11:13
To: family-historian@groups.io
Subject: [family-historian] Format Citation in reports.

 


However I have hit something I cant work out.
Following advice received a few months ago I had set up my sources with a Manual set of titles which work for me when searching the source list and to avoid these "non standard" titles appearing on reports I would manually type in the source citation using The Strathclyde Standard as a source note. I then set my preferences on reports such that only the source note was printed on reports. This worked really well.

So for example I might have a source titled BLOGGS Fred [567] Parish Baptism 1865. with source citation in note field of Baptisms (PR). England. Hinckley, Leicestershire. 1865. BLOGGS Fred. Baptisms. Leicester Records Office.
When I printed say a narrative report only the citation note was printed which is what I wanted. Now in version 7 I cant work out how to stop it printing my custom title as well as the note despite trying almost every tick box on the sources print options.



 

John,

If you simply want the old style of Report but with Sources without Titles use the Tools > Preferences > Sources tab and the Generic Source Formats… button.

That now sets the Sources settings for Reports globally and you can untick Titles, tick Notes, etc.

Mike Tate

 

From: family-historian@groups.io <family-historian@groups.io> On Behalf Of johnfirr via groups.io
Sent: 14 December 2020 11:13
To: family-historian@groups.io
Subject: [family-historian] Format Citation in reports.

 

I am reticent to post an FH7 query as I eagerly awaited the update and it looks great. I am trying to get myself through the learning curve and use the help file as much as possible so as to not add to the deluge of queries.

However I have hit something I cant work out.
Following advice received a few months ago I had set up my sources with a Manual set of titles which work for me when searching the source list and to avoid these "non standard" titles appearing on reports I would manually type in the source citation using The Strathclyde Standard as a source note. I then set my preferences on reports such that only the source note was printed on reports. This worked really well.

So for example I might have a source titled BLOGGS Fred [567] Parish Baptism 1865. with source citation in note field of Baptisms (PR). England. Hinckley, Leicestershire. 1865. BLOGGS Fred. Baptisms. Leicester Records Office.
When I printed say a narrative report only the citation note was printed which is what I wanted. Now in version 7 I cant work out how to stop it printing my custom title as well as the note despite trying almost every tick box on the sources print options.

Am I missing something obvious?

John Firr


 

Perfect.
Accurate and timely advice as usual.
Thanks both
John Firr


 

Actually almost but not quite perfect. I have just run a test doing as you suggest Mike and that does indeed give my note as the citation which is as I wanted it. However it inserts the text (no text) above every citation which it didnt do when I had it set up this way in version 6. Is it possible to get rid of that first line of text?
JF


 

What have you got ticked in the settings?

I tried it with ONLY the Source Record Details ~ Notes option ticked.

Use View Format and my only data reference is shown below. What do you get?

{%SOUR.NOTE2%}.

 

My reports only say (no text) where there is no Citation Note.

I suspect you have enabled some other Source Citation fields too.

 

I have gone one step further and Customised the format as:

{=CombineText("Note: ",%SOUR.NOTE2%,""," ")}

So it prefixes the Note text with the word "Note: " and if there is no Note at all it displays nothing " "

 

Mike Tate

 

 

From: family-historian@groups.io <family-historian@groups.io> On Behalf Of johnfirr via groups.io
Sent: 14 December 2020 17:26
To: family-historian@groups.io
Subject: Re: [family-historian] Format Citation in reports.

 

Actually almost but not quite perfect. I have just run a test doing as you suggest Mike and that does indeed give my note as the citation which is as I wanted it. However it inserts the text (no text) above every citation which it didnt do when I had it set up this way in version 6. Is it possible to get rid of that first line of text?
JF


 

Apologies for slow response Mike. I was a bit snowed under with other stuff last night. I,ll have a look at this later and get back to you.
regards
John


 

Hi Mike,
not sure if this will help and I am avoiding attaching screenshots as I understand that this forum doesnt handle them well but obviously can do if it helps.

I have only got the "notes" box ticked and have checked the format as suggested and it shows the same as your note:

{%SOUR.NOTE2%}.

This yield a format in the source list on an individual narrative report of:
1. (No text)
Then the citation I have typed in as a note.
Before the upgrade this workaround worked fine.

I tried copying and pasting your custom format and got this as a source on exactly the same report
Note: Baptisms(PR) ...
Then underneath this my note citation.

The Baptisms (PR) bit is actually the start of my citation note.

Hope this helps? I,m clearly doing something wrong but cant quite figure it out and perhaps I just need to go with the new automated system. I,m not being a luddite its just that it took me ages to get my head around citations and sources and I had something working that I understood.

regards
John F


 

I’m not quite sure whether any of the examples you posted are satisfactory.

Are you saying that this format is perfectly OK except that you don’t want the word Note:?

1) Note: Baptisms(PR) ...

Then underneath this my note citation.

 

If so then use a variant of my expression without the "Note: " bit:

{=CombineText("",%SOUR.NOTE2%,""," ")}

 

Mike Tate

 

From: family-historian@groups.io <family-historian@groups.io> On Behalf Of johnfirr via groups.io
Sent: 15 December 2020 11:42
To: family-historian@groups.io
Subject: Re: [family-historian] Format Citation in reports.

 

Hi Mike,
not sure if this will help and I am avoiding attaching screenshots as I understand that this forum doesnt handle them well but obviously can do if it helps.

I have only got the "notes" box ticked and have checked the format as suggested and it shows the same as your note:

{%SOUR.NOTE2%}.

This yield a format in the source list on an individual narrative report of:
1. (No text)
Then the citation I have typed in as a note.
Before the upgrade this workaround worked fine.

I tried copying and pasting your custom format and got this as a source on exactly the same report
Note: Baptisms(PR) ...
Then underneath this my note citation.

The Baptisms (PR) bit is actually the start of my citation note.

Hope this helps? I,m clearly doing something wrong but cant quite figure it out and perhaps I just need to go with the new automated system. I,m not being a luddite its just that it took me ages to get my head around citations and sources and I had something working that I understood.

regards
John F


 

Apologies Mike,
it is difficult to get across without pictures I guess.

If this makes no sense feel free not to waste time on it, I am grateful for all the help I get on here, but I,ll try to be clearer:
Lets say I have a baptism for Joe Bloggs in Hinckley in 1945.
I might for example want the citation in the sources list at the end of the report to say:
1. Baptisms (PR). England. Hinckley Leicester. 1945. BLOGGS Joe .Baptisms. Leicester Record Office.

In order to achieve this I had adopted a process of typing exactly that text in the notes field on the source property box then setting via tools, preferences etc so that only that note was printed as the source and I did this by unticking every box except notes on the source options page. This was working perfectly.

Since upgrading to V7 and by doing exactly the same thing it is inserting the line (no text) first then putting my citation (lifted from the note field) on a second line. This isnt a killer but looks messy.

I checked the format box as you suggested and it was exactly as per your earlier note.

So I then thought I would try the second format text that you gave and I copied it from your mail and pasted into the custom format box ( so it was exactly as you typed it) to see if it worked, however instead of removing the first line "(no text)", it now still prints two lines with the first now saying:
1.Baptisms(PR) .....
and the second then being the note citation that I want.

This is still no good as it still has a completely superflous first line ( I have typed it exactly as it appears by the way.)

So what I am seeking to do is to stop it printing these erroneous first lines and just print the source note as the source citation as I type it and nothing else.

I appreciate that this may just be too complex for me to explain and as I said perhaps I should just accept the new system and use the autotext templates and the citations it produces.

If this helps explain the problem better I would obviously welcome more advice but equally accept that I,m just trying to do something that cant be done on the new version and find a different way of working.

regards
John F


 

I have a solution !!!!

To imitate your scenario I copied your Note text and that made a difference.

I can now get your symptoms.

 

I discovered that the first line is coming from the Tools > Preferences > Source settings.

The default for long text from a Note is to truncate it shorter than in FH v6, often at the first full stop.

 

The second line is coming from your Report > Options > Sources tab non-default settings.

I think you have the ‘Append from Source Record’ option for Notes ticked?

Untick that and the second line vanishes.

 

Now back in Tools > Preferences > Source settings use the following to display the entire Note:

{=GetParagraph(%SOUR.NOTE2%,1)}

 

You have to do it that way because there appears to be no way to get the Tools > Preferences > Source settings to display absolutely nothing. If you untick all the options you still get (no text).

 

What was misleading us was the Report > Options > Sources setting.

 

Mike Tate

 

 

From: family-historian@groups.io <family-historian@groups.io> On Behalf Of johnfirr via groups.io
Sent: 15 December 2020 14:38
To: family-historian@groups.io
Subject: Re: [family-historian] Format Citation in reports.

 

Apologies Mike,
it is difficult to get across without pictures I guess.

If this makes no sense feel free not to waste time on it, I am grateful for all the help I get on here, but I,ll try to be clearer:
Lets say I have a baptism for Joe Bloggs in Hinckley in 1945.
I might for example want the citation in the sources list at the end of the report to say:
1. Baptisms (PR). England. Hinckley Leicester. 1945. BLOGGS Joe .Baptisms. Leicester Record Office.

In order to achieve this I had adopted a process of typing exactly that text in the notes field on the source property box then setting via tools, preferences etc so that only that note was printed as the source and I did this by unticking every box except notes on the source options page. This was working perfectly.

Since upgrading to V7 and by doing exactly the same thing it is inserting the line (no text) first then putting my citation (lifted from the note field) on a second line. This isnt a killer but looks messy.

I checked the format box as you suggested and it was exactly as per your earlier note.

So I then thought I would try the second format text that you gave and I copied it from your mail and pasted into the custom format box ( so it was exactly as you typed it) to see if it worked, however instead of removing the first line "(no text)", it now still prints two lines with the first now saying:
1.Baptisms(PR) .....
and the second then being the note citation that I want.

This is still no good as it still has a completely superflous first line ( I have typed it exactly as it appears by the way.)

So what I am seeking to do is to stop it printing these erroneous first lines and just print the source note as the source citation as I type it and nothing else.

I appreciate that this may just be too complex for me to explain and as I said perhaps I should just accept the new system and use the autotext templates and the citations it produces.

If this helps explain the problem better I would obviously welcome more advice but equally accept that I,m just trying to do something that cant be done on the new version and find a different way of working.

regards
John F


 

Thats perfect Mike,
cracked it, you are a star indeed.
Thanks for hanging in there!!
John Firr


 

I was beginning to struggle for a while 😁

 

From: family-historian@groups.io <family-historian@groups.io> On Behalf Of johnfirr via groups.io
Sent: 15 December 2020 17:46
To: family-historian@groups.io
Subject: Re: [family-historian] Format Citation in reports.

 

Thats perfect Mike,
cracked it, you are a star indeed.
Thanks for hanging in there!!
John Firr