Hi Angelique,
If I understand correctly, you want to re-write your old sources using
the SW format and then attach all of the same people that you had
attached to the previous old source. Here are the steps I've been
taking. (If someone else has a better method, I'm sure they'll pipe up)
1. create your new SW source
2. go to View > Master Lists > Source
3. find your original "old" source in basic format and select it
4. click on "show list" - you will see a list of all the people attached
to that source.
5. (very important) decide what # tag you want to use for this exercise,
make sure it's showing in the "Individual tag:" box - then click "Untag
Everyone in File". This will clear all the tags of that number in your file.
6. then, on the same screen, click "tag everyone in list". This will tag
all of the people that you want associated with your new SW source.
7. close that window and get back to your main screen.
8. go to Tools > Advanced Sourcing
9. on the "which records to use" tab, select "Assign to all individuals
with tag: (whatever # tag you chose in step 6 above)
10. on the "where to assign citations" tab, select "Assign Citations to
individual information" and "specific fields" and chose which field/s
you want this source assigned to
11. then, click on the "Source Clipboard" button
12. when that opens, you will see "step 1: click here to select or
change the master source to cite" - click!
13. highlight and select your NEW SW source that you want to assign to
all these people, add any detail that you want and click save
14. now you should be back at the source clipboard window - click "apply"
15. all of your individuals now have the new source in the fields that
you chose.
If you want to no longer have any reference to your original "old"
source in these files:
16. return to View > Master Lists > Source
17. find your "old" source and click "show list"
18. choose "delete this master source and all citations to it"
And you're done :)
I know this looks like a lot of steps but once you've done it a couple
of times it takes no time at all. Especially compared to finding and
opening all those individual records to add the source one person at a
time. I've done this process to add a single source to 150 people at
once and it works great.
It might be a good idea to try a test first (you can always delete your
test source and all citations to it).
If you have any problems, let me know.
If anyone knows of a faster way to do this - yay!
Deborah


Marvin & Angelique Welch wrote:
> Hello Everyone,
>
> I was wondering what everyone else was doing with their "older" sources
> that were made with the basic source templates from older versions, are
> you keeping them just the way they are? Or, are you changing them over
> to the SourceWriter? If so, what is the easiest way of doing this?
>
> I have been slowly re-adding my sources using SourceWriter one at a
> time, but there has to be an easier way of associating that older source
> with the newer one so I don't have to reconnect to each person again.
>
> I tried making a "mock" source with the basic format, connecting it to
> 1-2 people and also creating another "mock" source using SourceWriter
> and then combining them to see if that would be an easier way of
> connecting the people to the source. But it would not allow me to
> combine them.
>
> When the 7.0 was created, was there any discussion about how users could
> convert their older sources to the newer SourceWriter format?
>
> Thanks for any help on this
>
> Angelique
>
>
>
>
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