Re: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-13 Thread Connie Sheets
Elizabeth,

It depends upon how I'm using the report as to whether I need to edit it.  For 
my own use, or to share with certain cousins, no.  

If/when I finally get around to applying for certification or submitting an 
article for consideration for publication, then yes, I will have to do 
considerable editing.

Connie


--- On Tue, 12/9/08, Elizabeth Richardson wrote:

  Connie - do you have a need to edit the report? The
 citations do print as footnotes if your output is to pdf.
 
 
 - Original Message - From: Connie
 Sheets clshee...@yahoo.com
 To: LegacyUserGroup@legacyfamilytree.com
 Sent: Monday, December 08, 2008 4:25 PM
  
 
  Elizabeth M. wrote:
  
  2. Work on the word-processing capability, so we
 don't
  have to import into
  other software to create readable biographies,
 adequate
  discussions of
  problems, and proper punctuation--after which we
 still have
  the problem of
  stuffing the genie back into the bottle.
  
  
  I am happy to say I've finally figured out how to
 get Legacy to almost do what I think it should
 in the word processing department.  As a former
 skeptic of the Events fields (preferring Notes, but then
 with the problem of inadequate citation to multiple sources
 for multiple facts), I discovered (with a little help from
 this list) the [Notes] [Sources] coding structure for
 Events.  It is easy with this structure to come close to the
 the free-flowing narrative of word processing.
  
  Now, if only the marriage information would print
 where it should in a narrative report, and footnotes could
 be exported where they belong (at the bottom of the page,
 not at the end of the narrative), it would require much less
 clean-up in a word processor...
  
  Connie
  



  




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RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-11 Thread eshown
Just one thing about the letter template in Legacy.  It assumes that the
'holder' of the letter is the recipient, which of course need not
necessarily be the case - but then I suppose one should use the 'historical'
letter template.  The default also refers to the holder of the letter by
surname only, even in the initial 'Footnote/Endnote Citation'.
I have not had need to use the 'historical letter' template, but thought I
would just have a look (half way through writing this email).  Guess what!
For subsequent citations it displays full names as the default!  


Un-hunh.  But I have a long-standing practice in this regard, David. I'll
discuss the theory behind citations--with users or the programmers--but the
programmers' applications of that theory are their own. (Of course, that
practice backfires against me when users of this-or-that program, who don't
have Evidence! or EE, assume that what the applications do is what Evidence!
or EE says. :) 


Just a little issue here, about the analogy - sometimes it is what *they*
want to paint rather than how it will necessarily impact on their audience.
... The music of John Cage, no doubt was composed with the principles of the
art, but is not necessarily understood or appreciated by many  people.  And
then, there's Mozart, who[se philosophy was:] I cannot say it will be
popular, but don't really care much one way or the other.  To quote a well
known, but old song, I did it my way!  


For sure, the analogy still holds. Genealogy, like all the arts, have those
who live by Mozart and Frank Sinatra's mantra: I gotta be me!  Each of us
decide whether we want our work to be understood or appreciated by others
or whether we are doing this just for our own gratification.

We may cuss the my way folks, when it's our own families they publish on,
but none of us would want to forfeit our right to choose our own standards!

Elizabeth







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RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-11 Thread eshown
, I think one has to look at the media in which one is making the
presentation. Perhaps ideally this shouldn't matter, but it does, and I
would contend that web pages are much more a visual form than a book.
I also find that there is nothing worse than a web page full of written
detail, and I am as guilty as anybody as simply not reading it! In which
case a collection of full citations at the bottom of an individual's web
page is unlikely to be read at all.

Gee, isn't it fascinating, the infinite variety in the ways human beings
assess every situation? :)


I feel that my potential cousin has not developed a sufficient standard of
proof for his analysis to be acceptable. The problem is created because in
that area there are numerous people of approximately the same age with the
same first name (Thomas) who married an Ann. 

The classic problem.


 Additionally this makes the assumption that my Thomas married, and not all
of the pre-marital deaths have been eliminated at this stage. 

And classic mistakes, especially the latter--which is why the first tenet of
the Genealogical Proof Standard calls for reasonably exhaustive research.


As far as I am concerned it is still work in progress.

It sounds like you've made  wise decision!

Elizabeth

--
Elizabeth Shown Mills, CG, CGL, FASG
Hendersonville, Tennessee, USA




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RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-10 Thread eshown
David wrote:
This is specifically to do with the 'Letter' template, but may well be
applicable to other templates. If you fill in the field boxes 'correctly',
at the end of the Footnote/Endnote Citation, the information could read:
privately held by Brookes and the Subsequent Citation could read Brookes
to Brookes, 11 Mar 2008.  Apart from the issue that I hate being referred
to by my surname, there are many Brookes surnames in my database, therefore
the clarity one hopes to achieve by being consistent with sources has
straight away been compromised.  To override the source citation would mean
it would no longer conform to the 'suggested standard format'.  

David,

IMO all rules are meant to be broken, or at least bent -- but only if we
understand why the rule exists and when it is best to follow it. If we bend
a rule at the wrong time or in the wrong way, it will come back and slap
us--or sneakily undermine us for the rest of our work, without us realizing
why we keep hitting that proverbial brick wall.

The convention of using only surnames to identify letter writers in
subsequent (short-form) citations is part and parcel of the convention that
when we cite authors, we use only surnames to identify them in subsequent
citations. Dropping the first name and using only the last is one of the
standard ways that the short-form citation is created.

However, common sense also has to be applied. If you have two authors or
letter-writers named Jones whom you are citing, then--obviously--your
subsequent citation has to distinguish which Jones you are referring to in
this particular citation. The common-sense approach, which is also the
standard, is to use the writer's full name in the short cite. There is
nothing wrong with doing that.

It all goes back to what I wrote in an earlier post, quoting from EE 2.1
about citation being an art, not a science. Good artists learn the
principles of art--form, texture, shape, color, etc.--then adapt those
principles as needed to capture the essence of whatever they want to paint.
Good researchers learn the principles of citation and then adapt those to
fit the quirks of each record or each situation.

Of course, there are genealogists who actually prefer rigid formats they can
follow without deviating one jot or tittle. Then they can be oh-so-confident
that they are being perfect, without having to worry about it (or without
actually having to waste time learning those principles :).

And, at the other end of the spectrum, others want no rules at all,
thinking I'm intelligent and have common sense, so of course I'll do what's
needed.  But, then, as their experience deepens and broadens, they come to
realize that their earlier assumptions as to what was needed didn't cover a
lot of things they now wish they had known to include.

Been there. Done that. All of it!  For most of us, it's part of the
metamorphosis we go through as we explore more new materials, more cultures,
and more regions.

So, David, go right ahead and use full names for all your letter writers,
and if anyone says Tsk! Tsk!, then quote Ralph Waldo Emerson (instead of
Winston Churchill): A foolish consistency is the hobgoblin of little
minds. 

Elizabeth

--
Elizabeth Shown Mills, CG, CGL, FASG
Hendersonville, TN 





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RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-10 Thread eshown
Ron wrote:

It would seem to be that our different reasons for publishing (in whatever
form) lead to different conclusions as to what standard of sourcing is
appropriate for the published output. This inevitably poses the question as
to what should be stored in our respected sources. A decision has to be made
at the outset because one cannot pick and choose what to exclude or include
when compiling a report. The answer, for me the bare bones, whereas for
yourself (I think) a full citation. One could run two databases with
differing 'quality' of sources, but not for me, thank you.


Ron, you describe the situation well. Some of us are, by nature,
minimalists and others are explainers. Obviously, I'm an explainer. As
such, I'd ask: what's the harm in it?  Too many totally wrong genealogical
assertions, unfortunately, exist because someone did not understand a
barebones citation, guessed wrong about what it meant, and then put their
wrong guess into circulation as a fact. (My mama raised me on the old
cliché: An ounce of prevention is worth a pound of cure. :)

From another perspective: if we strip down our working citations to the
barebones that we might eventually publish, we are also stripping away our
own ability to evaluate exactly what we have--especially after the
recollection of that entire source has gone cold. Even an attached page
image doesn't tell us all we need, because looking at one page from a census
or one document from a collection is the same as isolating one person out of
a photograph and stripping away the whole context of the picture, no?


For the last year I have been involved in a discussion with someone as to
whether we share the same nth grandfather. He has approached the family from
the female side and myself from the male side. We are both agreed the the
grandfather married a woman called Ann, but which Ann? By a process of
elimination he arrived at an Ann who married my grandfather, and to be fair
he has checked and doubled checked but cannot find a marriage that is an
'exact' fit and he may well be correct, probably is, but that does not meet
my standard of proof, As a result I will not publish the result.

Here in the U.S., when one feels they have developed a good case for an
identity--although no document specifically states the connection--the next
step is to develop a proof argument that follows the tenets of the
Genealogical Proof Standard and then submit the essay to a peer-reviewed
genealogical journal such as NGSQ. Has your long-distance cousin developed
such a proof argument?


Elizabeth

-
Elizabeth Shown Mills, CG, CGL, FASG




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RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-09 Thread music-line
Hi everyone,

Firstly, before I start, please understand that in relation to many who are
members of the LUG, I spend much less time on family history and secondly,
my area of expertise definitely lies elsewhere.  I have not followed this
thread fully, but have been delighted to read a couple of recent posts by
Elizabeth Shown Mills.

I agree entirely that we should have a standard method of citing sources (at
least in theory!).  The opening section of Evidence Explained includes some
very sound advice which can and should be applied to the areas of research
in most disciplines.  I know I have mentioned some of the points below
before, but would value Elizabeth's input.

This is specifically to do with the 'Letter' template, but may well be
applicable to other templates.  If you fill in the field boxes 'correctly',
at the end of the Footnote/Endnote Citation, the information could read:
privately held by Brookes and the Subsequent Citation could read Brookes
to Brookes, 11 Mar 2008.  Apart from the issue that I hate being referred
to by my surname, there are many Brookes surnames in my database, therefore
the clarity one hopes to achieve by being consistent with sources has
straight away been compromised.  To override the source citation would mean
it would no longer conform to the 'suggested standard format'.  I remember
reading a light-hearted book, that professed to help people pass exams,
where it suggested that in desperation, the writer might even make a
statement up and attribute it to, for example, someone like Churchill.  By
using, just the surname, firstly one is not telling the reader that it is
specifically Winston Churchill, and secondly, it would be difficult to prove
- because he said so much, nobody would be able to deny that he ever made
the remark just attributed to him.  Surely a similar vagueness is achieved
by just using the surname in our family histories.  I know there are
occasions when surnames are used as a form of identification/protocol, but
my argument is that, while we are questioning the standard way we record
sources and how those sources are cited, we ought to question whether this
should be acceptable. 

The way Legacy is set up encourages me to split sources up into very small
units.  This has implications for the way sources are cited.  In Legacy the
master source is attached to the individual but the detailed source is
copied.  This means that any alteration to a master source is done once
only, but individuals who are using the same detailed source have to be
first of all located, and then altered separately.  I know there is a
clipboard to help, but, for me, this is sometimes a bit fiddly and
occasionally has not worked correctly.  As a consequence, I have a census
source for each individual address - that way I can easily locate individual
living at the same address, by view list, and if necessary make the
appropriate alterations.  If the software was set up in a different way
(i.e. by attaching the same detail sources rather than copying them), I
would be more inclined to lump sources together in the way Elizabeth Shone
Mills suggests (into year and county, for the U.K).  As it is, because of
the software I go against what Elizabeth says on pg 259 of 'Evidence
Explained', that Most researchers find that the Source List is not the
place to list census entries by household or personal name. That level of
detail in a Source List soon makes the list unmanageable.  For me, it makes
it unmanageable for me to lump households together in Legacy.  The
implication that a source for a census should be on a year/county 'level'
and that a source for a letter (or as it was, for an email) should be on an
individual letter 'level' to me seems somewhat unequal.  Under these terms,
a single source for a census might be shared by a hundred people or more,
but a letter might only be a source for one individual.  Having each letters
or email as an individual source would generate just as much of a problem
for some as lots of census sources.  We have discussed this many times
before on the LUG, but how we use the software has an implication for how
our sources are cited.

It's easy for me - my database is small and probably always will be, my aim
being to find out more detail about how my ancestors lived rather that
adding hundreds of names that mean little to me - I would not have the time
to research thousands of people in detail (and I know some of you do), but
at least I will be able to leave my children a little knowledge about their
ancestors and how they lived.

If we are to adhere to or to create a standard for citing sources, does it
automatically follow that we should adopt a standard method for inputting
information into the software which we choose?  I we did this the software
would automatically generate our citations in the correct and acceptable
way, which will presumably allow others to find the information once more.
Or perhaps we all get too hung up on these things?  

RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-09 Thread ronald ferguson

Elizabeth,
 
At last I have found the time to consider your thoughts, and there is little 
difference between our points of view.
 
When I first replied I was looking from the point of view of website 
publishing, in a form which would hopefully assist others in their own research 
rather than as a research treatise. In this context I do not believe in 
spoon-feeding the visitor, indeed, I am less than sure that this would be 
beneficial to him/her in the long run.
 
I entirely agree with your comments regarding the standards of proof being the 
same irrespective of whether the work is for one's own use or publication, and 
it would have been better, and more accurate, had I written EG. so others 
might find them rather than using ie.. The latter does imply that that is 
the only or main reason for sourcing, and that is not my belief.
 
I take your point on bare bones citations, but that is not what I do for my 
personal records - eg. I attach census images to the census Source Details, but 
do not publish these. In any case, the publication of British census images, 
without a license, is a breach of crown copyright. For my own work I do much as 
you suggest in your subsequent paragraphs, but this work I store in my ToDos. 
These cannot be sourced directly but I do include full source details.
 
For the last year I have been involved in a discussion with someone as to 
whether we share the same nth grandfather. He has approached the family from 
the female side and myself from the male side. We are both agreed the the 
grandfather married a woman called Ann, but which Ann? By a process of 
elimination he arrived at an Ann who married my grandfather, and to be fair he 
has checked and doubled checked but cannot find a marriage that is an 'exact' 
fit and he may well be correct, probably is, but that does not meet my standard 
of proof, As a result I will not publish the result.
 
That is not to say I haven't got things wrong though, and my favourite 
character is a relation who was a daughter, then a grand-daughter to the same 
mother (only after her father died though, ah, ie. her grandfather), whose 
birth name was totally different, and who had a few children before marrying. I 
am still sure there is also another (female) child I have yet to find! That 
scenario changed several times before the current position was determined - I 
hesitate to say before I got it right!

It would seem to be that our different reasons for publishing (in whatever 
form) lead to different conclusions as to what standard of sourcing is 
appropriate for the published output. This inevitably poses the question as to 
what should be stored in our respected sources. A decision has to be made at 
the outset because one cannot pick and choose what to exclude or include when 
compiling a report. The answer, for me the bare bones, whereas for yourself 
(I think) a full citation. One could run two databases with differing 'quality' 
of sources, but not for me, thank you.
 
I hope that I have made it clear that wrt standards we probably have few 
differences, maybe not the same approach, mais c'est la vie.
 
I freely confess that I have not read your books, and my main problem lies not 
with what I believe to be their contents, but with the dogmatic way in which 
some people insist that the standards *must* be applied to all sourcing 
within our databases rather than as research standards. I was reasonably sure 
that was not your intention, and I am grateful that you have clarified your 
position. And, hopefully, that you feel I have clarified mine.
 
Geoff and his team, as you say, have done a great job in programming the source 
templates to meet your recommendations, and we are each free to include or 
exclude fields (or even use them in a manner not foreseen), to suit our own 
objectives. IMO it was never going to be possible for the templates to cover 
all eventualities, but there is plenty there for us to find something which can 
be adapted by the user. Which is exactly why I am proceeding very slowly in 
changing from the old style. The tortoise did beat the hare after all.

Ron Ferguson
 
_ 

*New Tutorial* Publish your Web Pages  - Blogs
http://www.fergys.co.uk 
View the Grimshaw Family Tree at: 
http://www.fergys.co.uk/Grimshaw/ 
For The Fergusons of N.W. England See: 
http://myweb.tiscali.co.uk/fergys/ 
_ 






 From: [EMAIL PROTECTED]
 To: legacyusergroup@legacyfamilytree.com
 Subject: RE: [LegacyUG] Master Source Subsequent Citation Issue
 Date: Mon, 8 Dec 2008 04:15:47 -0600
 
 Ron,
 
 This is the follow up message I promised. Side diversions came along in
 the meanwhile. (Someone actually presented me with real dead people to
 think about, instead of dull, dry theory :).
 
 You wrote:
one day I would love to debate with you the extent to which the detail of
 standardisation

RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-09 Thread ronald ferguson

Elizabeth,
 
At last I have found the time to consider your thoughts, and there is little 
difference between our points of view.
 
When I first replied I was looking from the point of view of website 
publishing, in a form which would hopefully assist others in their own research 
rather than as a research treatise. In this context I do not believe in 
spoon-feeding the visitor, indeed, I am less than sure that this would be 
beneficial to him/her in the long run.
 
I entirely agree with your comments regarding the standards of proof being the 
same irrespective of whether the work is for one's own use or publication, and 
it would have been better, and more accurate, had I written EG. so others 
might find them rather than using ie.. The latter does imply that that is 
the only or main reason for sourcing, and that is not my belief.
 
I take your point on bare bones citations, but that is not what I do for my 
personal records - eg. I attach census images to the census Source Details, but 
do not publish these. In any case, the publication of British census images, 
without a license, is a breach of crown copyright. For my own work I do much as 
you suggest in your subsequent paragraphs, but this work I store in my ToDos. 
These cannot be sourced directly but I do include full source details.
 
For the last year I have been involved in a discussion with someone as to 
whether we share the same nth grandfather. He has approached the family from 
the female side and myself from the male side. We are both agreed the the 
grandfather married a woman called Ann, but which Ann? By a process of 
elimination he arrived at an Ann who married my grandfather, and to be fair he 
has checked and doubled checked but cannot find a marriage that is an 'exact' 
fit and he may well be correct, probably is, but that does not meet my standard 
of proof, As a result I will not publish the result.
 
That is not to say I haven't got things wrong though, and my favourite 
character is a relation who was a daughter, then a grand-daughter to the same 
mother (only after her father died though, ah, ie. her grandfather), whose 
birth name was totally different, and who had a few children before marrying. I 
am still sure there is also another (female) child I have yet to find! That 
scenario changed several times before the current position was determined - I 
hesitate to say before I got it right!

It would seem to be that our different reasons for publishing (in whatever 
form) lead to different conclusions as to what standard of sourcing is 
appropriate for the published output. This inevitably poses the question as to 
what should be stored in our respected sources. A decision has to be made at 
the outset because one cannot pick and choose what to exclude or include when 
compiling a report. The answer, for me the bare bones, whereas for yourself 
(I think) a full citation. One could run two databases with differing 'quality' 
of sources, but not for me, thank you.
 
I hope that I have made it clear that wrt standards we probably have few 
differences, maybe not the same approach, mais c'est la vie.
 
I freely confess that I have not read your books, and my main problem lies not 
with what I believe to be their contents, but with the dogmatic way in which 
some people insist that the standards *must* be applied to all sourcing 
within our databases rather than as research standards. I was reasonably sure 
that was not your intention, and I am grateful that you have clarified your 
position. And, hopefully, that you feel I have clarified mine.
 
Geoff and his team, as you say, have done a great job in programming the source 
templates to meet your recommendations, and we are each free to include or 
exclude fields (or even use them in a manner not foreseen), to suit our own 
objectives. IMO it was never going to be possible for the templates to cover 
all eventualities, but there is plenty there for us to find something which can 
be adapted by the user. Which is exactly why I am proceeding very slowly in 
changing from the old style. The tortoise did beat the hare after all.

Ron Ferguson
 
_ 

*New Tutorial* Publish your Web Pages  - Blogs
http://www.fergys.co.uk 
View the Grimshaw Family Tree at: 
http://www.fergys.co.uk/Grimshaw/ 
For The Fergusons of N.W. England See: 
http://myweb.tiscali.co.uk/fergys/ 
_ 






 From: [EMAIL PROTECTED]
 To: legacyusergroup@legacyfamilytree.com
 Subject: RE: [LegacyUG] Master Source Subsequent Citation Issue
 Date: Mon, 8 Dec 2008 04:15:47 -0600
 
 Ron,
 
 This is the follow up message I promised. Side diversions came along in
 the meanwhile. (Someone actually presented me with real dead people to
 think about, instead of dull, dry theory :).
 
 You wrote:
one day I would love to debate with you the extent to which the detail of
 standardisation

Re: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-08 Thread Elizabeth Richardson
Kirsten, I used that example because of a discussion in this group within 
the last 2 weeks. The discussion centered on whether you would use the book 
from a certain publisher that you (the poster, I don't recall who that was) 
found in a library or whether you would use a different citation because you 
found a copy of that same book on Google. There was an assertion that ESM 
showed differences in the citation.


I must admit that I don't have Evidence Explained so I can't look it up. I 
did purchase Evidence! when it was released many years ago. I don't know 
just now where that copy might be. I find the basic source system in Legacy 
to be just exactly what I need.


Wynther, you seem to think that serious genealogists who go to great 
lengths to pigeon-hole the formatting of sources are somehow superior to 
just family historians who are just as interested in well-founded research 
and good communication of that information. I beg to differ, but I doubt 
anything I might have to say on the subject would dissuade you from your 
nose-bleed perch.


Elizabeth
researching the descendants of William and Sarah (Patterson) Thompson

- Original Message - 
From: Kirsten Bowman [EMAIL PROTECTED]

To: LegacyUserGroup@legacyfamilytree.com
Sent: Sunday, December 07, 2008 10:47 PM
Subject: RE: [LegacyUG] Master Source Subsequent Citation Issue



Elizabeth (Richardson):

I don't think there *is* a different standard for citing a published book 
in

a brick and mortar library and the same book that's digitized online.  For
my own convenience I do note the website or library where I found it, but 
I

don't believe that that information is part of a standard citation.  There
*would* be a difference, however, if the online version happened to be a
transcription rather than digitized images--then it's a whole different
ballgame.

Kirsten

-Original Message-
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] Behalf Of
Elizabeth Richardson
Sent: Sunday, December 07, 2008 5:08 PM
To: LegacyUserGroup@legacyfamilytree.com
Subject: Re: [LegacyUG] Master Source Subsequent Citation Issue


Perhaps the standards should be changed. They are convoluted and are
difficult to understand and follow. For example, a different standard
entries for a book that is in a brick and mortar library from the standard
for the same book in an online library has no basis in logic and is
therefore ridiculous on its face. Keep in mind, too, that few genealogists
are professionals and will not be publishing. For those who do publish, 
the

publishers' audience is not the same as those for publications of others
types of research. The standard should always be to make certain citations
are easily understood by the audience, as that is the essence of
communication.

Elizabeth Richardson
researching the descendants of William and Sarah (Patterson) Thompson







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RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-08 Thread eshown
Elizabeth R. wrote:

I used that example because ... There was an assertion that ESM showed
differences in the citation. . . . I must admit that I don't have Evidence
Explained so I can't look it up.


Elizabeth, I smiled at this one. You'd never believe how many times my jaw
has dropped off my face at things I've read in one forum or another saying
ESM asserts   

One dear soul (who uses different software) wrote quite a discourse on how
he had used Thistlebottoms's  published _Book of Marriages_ (names changed
to protect the guilty), in which he had found 500 marriage records on his
family, and why he had no intention of following ESM's dictates on how to
cite marriage records. According to her, the list was told, he had to create
a separate Master Source Entry for each of those 500 marriage records in
Thistlebottom. Instead, he had decided to do the logical, simple, thing and
create one Master Source Entry for Thistlebottom's book and then cite the
specific page number each time he mentioned a marriage from it.

Gee, how could ESM have made such a simple thing so complicated?  

After a few exchanges with others on the list, he admitted he had never read
ESM's little _Evidence!_ . However, others had told him what it said. (What
he clearly missed, of course, was the point that he was not dealing with 500
original marriage certificates inherited from umpteen branches of his
family--and even if he had, he could have handled them all with one Master
Source Entry for a family collection. In fact, he was not even dealing with
500 marriage records. He was dealing with one book that simply had 500
information statements he was interested in.)

And then there's a well-known genealogist in the western states whose
lectures and handouts for the past half-dozen years (including those still
posted online) inform his audiences and readers that _Evidence!_ insists
each time a census is used for a different household, one has to create a
different Master Source Entry. 

Sighh.  As with all things genealogical, trusting hearsay and derivative
sources without checking the original is a good way to be led astray. Even
if the abstract we get is correct insofar as the limited detail that is
passed on, the details that are omitted from the abstract can make a
tremendous difference in our interpretation and use of that evidence.

Elizabeth




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RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-08 Thread eshown
Ward wrote:
I would like Millennia to carefully think through the rules for
abbreviating 
source details in footnotes,  ... Of course, the solution could 
also enable user options for more or less aggressive abbreviation rules.

And that is the best of all worlds--when software gives us the ability to
meet the fullest needs and the flexibility to adapt.



And my genealogy experience? Eleven years.  :-)

Gee, that's about the age I was when I started g.


Elizabeth





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RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-08 Thread eshown
Ron,

This is the follow up message I promised. Side diversions came along in
the meanwhile.  (Someone actually presented me with real dead people to
think about, instead of dull, dry theory :).

You wrote:
one day I would love to debate with you the extent to which the detail of
standardisation is necessary. Maybe we'll bump into each other sometime - a
Legacy Cruise, hmmm. [Yeah, that would be nice.]

 I know I will never write a book, and my publishing interests are of the
website variey and I have, in my own view, always provided clear sources;

In the same vein, Elizabeth Richardson also wrote:

Keep in mind, too, that few genealogists are professionals and will not be
publishing. For those who do publish, the 
publishers' audience is not the same as those for publications of others
types of research.

And, more succinctly, you wrote that citations 
ii)  must be reproducible ie. others must be able to find them.
iii) must lead to the conclusions derived.


Here, my world view of documentation seems to take a different tack--three
of them in fact:  

1. Whether we publish or whether we don't is immaterial to our
identification of our sources.
2. Whether we produce work just for our family or for a journal is
immaterial to our identification of sources.
3. The most basic reason for identifying our sources is not so others can
find them. Rather, we do it for ourselves--to keep ourselves straight and
to provide ourselves all the details that can affect the credibility of the
evidence we draw from each source.

Re points 1 and 2: 
IMO, there are no difference in standards or in our research needs,
depending upon whether we publish or are just doing research for our own
families. We all want and need to do the most reliable work possible for the
families we love. 

Re point 3: 
If, for example, we view source citation as telling others where to look,
then it would work just fine to say Podunk Quarterly 3:27 (a style some
journals still use).  

But after our recollection of that source grows cold and our problem remains
unsolved and we come back to reread our notes again in a desperate hope that
we can squeeze some other clues from them, what does Podunk Quarterly 3:27
tell us about the nature and validity of the information we got from that
source.

When we have conflicting information from different sources, how does a
barebones citation like that help us decide which source would be the more
reliable?  

When most genealogists use a census search engine at Ancestry, Heritage
Quest, Family Search, or ScotlandsPeople and don't find their person, most
will just note that they consulted the census and he wasn't there. If
someone suggests that they should also identify which online version they
consulted, some will argue quite vociferously that it would be overkill to
go into a long citation of Ancestry, HQ, FS or SP. After all, the census is
the census. But, then, we would not have used the census, would we? We'd
have just used the search engine; and all search engines aren't created
equal. Even if we had used that site's images and read every image
ourselves, it can make a difference whether we used a company that
enhanced the image--sometimes for the better and sometimes for the worse. 

Most of us belong to different subscription sites as different times,
depending upon our budgets and which site has more materials for what we're
mainly working on at that time. Regardless of the site, when the source is
available at others, it's tempting to assume there's no need to cite which
subscription site because, after all, we used the actual image. We looked at
the actual pension record.  Then later we learn that Site A, to which we
sometimes belong and sometimes not, had only selected images from those
pension files, while Site B, to which we sometimes belong and sometimes not,
has far more images for most files. If our notes don't tell us which site we
used, then how do we know whether our file for that pension is  complete?

A million examples could be given, but the bottom line is the same: all
sources are not created equal, all editions of a book are not created equal,
and all image reproductions are not created equal. If we try to persuade
ourselves that these details don't matter, then one of two things will
happen: (a) We end up getting stuck because we did not record enough
information about the source to let us see where our problems are. Or (b) we
end up having to waste time and money going back and redoing more thoroughly
what we tried to take a shortcut on.

As for the role of publication--and whether Legacy went into overkill by
offering so many templates to choose from--much of the concern in messages
to this forum over the past few months seems to focus on that concept of we
aren't doing this for publication. I would counter that there's a basic
misunderstanding here.

Models and suggestions in EE (and Legacy) aren't models for *publication.*
For publication, most journals and publishing houses 

Re: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-08 Thread Elizabeth Richardson
Elizabeth M - I cannot tell you what a breath of fresh air this post is to 
me. Much of my frustration with my understanding of EE has to do with the 
handling of census records. The simplicity I seek is to be able to have one, 
and one only, 1900 US census source (which I have done in spite of my belief 
that you assert otherwise). I say this because my research, as you have 
undoubtedly noted from my tag line, is a descendancy project. My grandfather 
was the youngest of 42 grandchildren (of the 9th child of the focus couple), 
31 of whom lived to produce offspring. He was a great-grandchild of the 
couple that is the focus of my research - I haven't stopped to count the 
number of their great-grandchildren. The families are found in most western 
states and usually more than one county within those states. I can see no 
reason to have the multiples of 1900 census sources this number of people 
would require should I have a Master Source for even each county where these 
families lived. By 1930 the number of families has grown geometrically, as 
would the number of sources required if I were to split them by county.


Your caveat regarding different repositories is noted. At this point in time 
I rely exclusively on Ancestry for these census records. Yes, I wish the 
index to be better, and sometimes I have to be creative to locate a family, 
but it is not the index that is the source, rather the online image of the 
census. Some earlier work was done in SLC or at NARA and I have paper 
copies, and a few families were found with Heritage Quest's 1870 images, but 
in most instances I have since gone online to retrieve the digital image, so 
am able to accurately cite only Ancestry.


I think the strict construction I observed in Evidence! has been my source 
of rebellion. The software I had at the time made it difficult to emulate 
that construction, so I recorded as much information as I needed (or thought 
I needed), and worried less about format than content. The Legacy basic 
source system - so far - has enabled me to write well-formatted sources, but 
I freely admit that some of that early stuff lacks enough information to 
come up to par. In all aspects, it is a work in progress.


Elizabeth
researching the descendants of  William and Sarah (Patterson) Thompson

- Original Message - 
From: [EMAIL PROTECTED]

To: LegacyUserGroup@legacyfamilytree.com
Sent: Monday, December 08, 2008 1:44 AM
Subject: RE: [LegacyUG] Master Source Subsequent Citation Issue



Elizabeth R. wrote:


I used that example because ... There was an assertion that ESM showed

differences in the citation. . . . I must admit that I don't have Evidence
Explained so I can't look it up.


Elizabeth, I smiled at this one. You'd never believe how many times my jaw
has dropped off my face at things I've read in one forum or another saying
ESM asserts 

One dear soul (who uses different software) wrote quite a discourse on how
he had used Thistlebottoms's  published _Book of Marriages_ (names changed
to protect the guilty), in which he had found 500 marriage records on his
family, and why he had no intention of following ESM's dictates on how 
to
cite marriage records. According to her, the list was told, he had to 
create

a separate Master Source Entry for each of those 500 marriage records in
Thistlebottom. Instead, he had decided to do the logical, simple, thing 
and

create one Master Source Entry for Thistlebottom's book and then cite the
specific page number each time he mentioned a marriage from it.

Gee, how could ESM have made such a simple thing so complicated?

After a few exchanges with others on the list, he admitted he had never 
read
ESM's little _Evidence!_ . However, others had told him what it said. 
(What
he clearly missed, of course, was the point that he was not dealing with 
500

original marriage certificates inherited from umpteen branches of his
family--and even if he had, he could have handled them all with one Master
Source Entry for a family collection. In fact, he was not even dealing 
with

500 marriage records. He was dealing with one book that simply had 500
information statements he was interested in.)

And then there's a well-known genealogist in the western states whose
lectures and handouts for the past half-dozen years (including those still
posted online) inform his audiences and readers that _Evidence!_ insists
each time a census is used for a different household, one has to create a
different Master Source Entry.

Sighh.  As with all things genealogical, trusting hearsay and 
derivative

sources without checking the original is a good way to be led astray. Even
if the abstract we get is correct insofar as the limited detail that is
passed on, the details that are omitted from the abstract can make a
tremendous difference in our interpretation and use of that evidence.

Elizabeth





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Re: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-08 Thread Ward Walker
I thoroughly enjoyed the philosophical discussions that resulted from this 
thread. Now back to observations about how the current Legacy implementation 
is behaving and should behave.


BTW, I discovered that when I change the footnote option for Descendant 
Narrative Reports from footnotes on each page to endnotes at the end, then 
the behavior is the same as for Family Group Sheets: no subsequent citations 
at all, just repeated full citations.


Before I forward this to Legacy Support, does anyone have a suggestion for 
the desired program logic for omitting certain source _detail_ fields for 
subsequent citations of the master source?


Here is my suggestion, which may or may not be practical to implement:

 - If all detail fields are identical to those in a previous footnote (save 
for noise things like extra blanks), then use the short form.


This can still lead to an ambiguous short form footnote, if there had been 2 
or more long form footnotes that differed only in the fields to be omitted. 
I think this is OK, but I don't know what one should do with this case even 
in the manual publishing world.


Note that there is no dependence on knowing whether or not the duplicate 
citation had resulted from using the source clipboard.


  Ward

- Original Message - 
From: Ward Walker [EMAIL PROTECTED]

To: LegacyUserGroup@legacyfamilytree.com
Sent: Sunday, December 07, 2008 1:23 PM
Subject: Re: [LegacyUG] Master Source Subsequent Citation Issue



Connie,

I had had trouble figuring this out in the past, but gave up due to the 
bugs. I just experimented with the new version. Here are the results. Note 
that both the master text and the detail text can be abbreviated for the 
subsequent citations, as viewed on the Source Detail panels.


Family Group Sheet:
Each footnote is the full citation text -- no 'subsequent' citations -- as 
you described. I assume that this is a bug.


Descendant Narrative Report (I am using individual footnotes, displayed on 
each page.):
- The first footnote of the master source has the full text for both the 
master portion and the detail portion.
- All other footnotes of the master source show the subsequent citation 
form. I.e., they have the same source 'fields' omitted from the master 
portion and from the detail portion.


This is also a problem! If the detail information in a field that gets 
removed is different from the first citation, it will never be seen. 
Example below.


I'm not sure what the solution is though. I have written about this 
before. How should Legacy figure out that a citation qualifies a 
subsequent, for the detail portion? Should it compare the text of all the 
detail fields for an exact character by character match with every 
previous footnote from the same master?


Example:
As you will see, for this particular source type (Grave Markers, Rural), 
one master field and 2 detail fields will be omitted from the subsequent 
citation. The 3 detail fields begin with the person's name. If only I 
could be permitted to use bolding and underlining.  :-)


Source Data #1 :
Footnote/Endnote Citation:
Highland Cemetery in Mt. Pleasant (Jefferson, Ohio; High Street, behind 
Methodist Church), Joseph T. Walker marker, Personally read, 2008.

Subsequent Citation:
Highland Cemetery in Mt. Pleasant (Jefferson, Ohio), Joseph T. Walker 
marker.


Source Data #2:
Footnote/Endnote Citation:
Highland Cemetery in Mt. Pleasant (Jefferson, Ohio; High Street, behind 
Methodist Church), Joseph T. Walker marker, This is a test of a subsequent 
citation., 2008.

Subsequent Citation:
Highland Cemetery in Mt. Pleasant (Jefferson, Ohio), Joseph T. Walker 
marker.


Source Data #3:
Footnote/Endnote Citation:
Highland Cemetery in Mt. Pleasant (Jefferson, Ohio; High Street, behind 
Methodist Church), Margaret S. Walker marker, Personally read, 2008.

Subsequent Citation:
Highland Cemetery in Mt. Pleasant (Jefferson, Ohio), Margaret S. Walker 
marker.


Results:
The master field text 'behind Methodist Church' is only shown on the very 
first footnote for this master source. This is fine.
The detail text in the middle field of #2 and #3 is never seen. The first 
footnote (for this master) in the report happens to be the full citation 
from #1. The second footnote is the subsequent from #2. The third is the 
subsequent from #3.


Desired Output:
The second and third footnotes should show all the detail since it is not 
identical to any earlier citation.
Even that rule is not very clear. What if there is another citation of the 
Joseph T. Walker marker and the rest of the detail matches one of the 
above 2 details? If the 'subsequent' form is used in the footnote, the 
reader won't know what to assume for the missing fields.


I think that 'lumpers' who rely heavily on the detail text will have a lot 
of trouble with this.


  Ward


- Original Message - 
From: Connie Sheets [EMAIL PROTECTED]

To: LegacyUserGroup@legacyfamilytree.com
Sent: Saturday, December 06, 2008

RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-08 Thread Kirsten Bowman
Elizabeth:

I believe that discussion was based on a misinterpretation.  I do have _EE_
and it's pretty clear on citation of published books.  In fact, I believe I
responded to that thread, but the discussion (and misinterpretation)
continued.

Kirsten

-Original Message-
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] Behalf Of
Elizabeth Richardson
Sent: Monday, December 08, 2008 1:34 AM
To: LegacyUserGroup@legacyfamilytree.com
Subject: Re: [LegacyUG] Master Source Subsequent Citation Issue


Kirsten, I used that example because of a discussion in this group within
the last 2 weeks. The discussion centered on whether you would use the book
from a certain publisher that you (the poster, I don't recall who that was)
found in a library or whether you would use a different citation because you
found a copy of that same book on Google. There was an assertion that ESM
showed differences in the citation.

I must admit that I don't have Evidence Explained so I can't look it up. I
did purchase Evidence! when it was released many years ago. I don't know
just now where that copy might be. I find the basic source system in Legacy
to be just exactly what I need.

Wynther, you seem to think that serious genealogists who go to great
lengths to pigeon-hole the formatting of sources are somehow superior to
just family historians who are just as interested in well-founded research
and good communication of that information. I beg to differ, but I doubt
anything I might have to say on the subject would dissuade you from your
nose-bleed perch.

Elizabeth
researching the descendants of William and Sarah (Patterson) Thompson

- Original Message -
From: Kirsten Bowman [EMAIL PROTECTED]
To: LegacyUserGroup@legacyfamilytree.com
Sent: Sunday, December 07, 2008 10:47 PM
Subject: RE: [LegacyUG] Master Source Subsequent Citation Issue


 Elizabeth (Richardson):

 I don't think there *is* a different standard for citing a published book
 in
 a brick and mortar library and the same book that's digitized online.  For
 my own convenience I do note the website or library where I found it, but
 I
 don't believe that that information is part of a standard citation.  There
 *would* be a difference, however, if the online version happened to be a
 transcription rather than digitized images--then it's a whole different
 ballgame.

 Kirsten

 -Original Message-
 From: [EMAIL PROTECTED]
 [mailto:[EMAIL PROTECTED] Behalf Of
 Elizabeth Richardson
 Sent: Sunday, December 07, 2008 5:08 PM
 To: LegacyUserGroup@legacyfamilytree.com
 Subject: Re: [LegacyUG] Master Source Subsequent Citation Issue


 Perhaps the standards should be changed. They are convoluted and are
 difficult to understand and follow. For example, a different standard
 entries for a book that is in a brick and mortar library from the standard
 for the same book in an online library has no basis in logic and is
 therefore ridiculous on its face. Keep in mind, too, that few genealogists
 are professionals and will not be publishing. For those who do publish,
 the
 publishers' audience is not the same as those for publications of others
 types of research. The standard should always be to make certain citations
 are easily understood by the audience, as that is the essence of
 communication.

 Elizabeth Richardson
 researching the descendants of William and Sarah (Patterson) Thompson





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Re: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-08 Thread Elizabeth Richardson
Thanks, Kirsten. Subsequent posts from ESM herself have been very 
enlightening! It would seem that misinterpretation and confusion abound.


Elizabeth
researching the descendants of William and Sarah (Patterson) Thompson

- Original Message - 
From: Kirsten Bowman [EMAIL PROTECTED]

To: LegacyUserGroup@legacyfamilytree.com
Sent: Monday, December 08, 2008 9:49 AM
Subject: RE: [LegacyUG] Master Source Subsequent Citation Issue



Elizabeth:

I believe that discussion was based on a misinterpretation.  I do have 
_EE_
and it's pretty clear on citation of published books.  In fact, I believe 
I

responded to that thread, but the discussion (and misinterpretation)
continued.

Kirsten

-Original Message-
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] Behalf Of
Elizabeth Richardson
Sent: Monday, December 08, 2008 1:34 AM
To: LegacyUserGroup@legacyfamilytree.com
Subject: Re: [LegacyUG] Master Source Subsequent Citation Issue


Kirsten, I used that example because of a discussion in this group within
the last 2 weeks. The discussion centered on whether you would use the 
book
from a certain publisher that you (the poster, I don't recall who that 
was)
found in a library or whether you would use a different citation because 
you

found a copy of that same book on Google. There was an assertion that ESM
showed differences in the citation.

I must admit that I don't have Evidence Explained so I can't look it up. I
did purchase Evidence! when it was released many years ago. I don't know
just now where that copy might be. I find the basic source system in 
Legacy

to be just exactly what I need.

Wynther, you seem to think that serious genealogists who go to great
lengths to pigeon-hole the formatting of sources are somehow superior to
just family historians who are just as interested in well-founded 
research

and good communication of that information. I beg to differ, but I doubt
anything I might have to say on the subject would dissuade you from your
nose-bleed perch.

Elizabeth
researching the descendants of William and Sarah (Patterson) Thompson

- Original Message -
From: Kirsten Bowman [EMAIL PROTECTED]
To: LegacyUserGroup@legacyfamilytree.com
Sent: Sunday, December 07, 2008 10:47 PM
Subject: RE: [LegacyUG] Master Source Subsequent Citation Issue



Elizabeth (Richardson):

I don't think there *is* a different standard for citing a published book
in
a brick and mortar library and the same book that's digitized online. 
For

my own convenience I do note the website or library where I found it, but
I
don't believe that that information is part of a standard citation. 
There

*would* be a difference, however, if the online version happened to be a
transcription rather than digitized images--then it's a whole different
ballgame.

Kirsten

-Original Message-
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] Behalf Of
Elizabeth Richardson
Sent: Sunday, December 07, 2008 5:08 PM
To: LegacyUserGroup@legacyfamilytree.com
Subject: Re: [LegacyUG] Master Source Subsequent Citation Issue


Perhaps the standards should be changed. They are convoluted and are
difficult to understand and follow. For example, a different standard
entries for a book that is in a brick and mortar library from the 
standard

for the same book in an online library has no basis in logic and is
therefore ridiculous on its face. Keep in mind, too, that few 
genealogists

are professionals and will not be publishing. For those who do publish,
the
publishers' audience is not the same as those for publications of others
types of research. The standard should always be to make certain 
citations

are easily understood by the audience, as that is the essence of
communication.

Elizabeth Richardson
researching the descendants of William and Sarah (Patterson) Thompson






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RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-08 Thread Kirsten Bowman
Elizabeth:

Agreed on both counts.  The first pass through _EE_ can leave you dizzy just
from the sheer number of variables, and Legacy's source templates are
designed to try and accommodate all of those.  I think where we sometimes go
wrong is in trying to fill in *all* the template fields and forgetting that
not every field is applicable to every situation.  As you've said several
times before, it finally boils down to a matter of common sense.

Kirsten

-Original Message-
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] Behalf Of
Elizabeth Richardson
Sent: Monday, December 08, 2008 11:05 AM
To: LegacyUserGroup@legacyfamilytree.com
Subject: Re: [LegacyUG] Master Source Subsequent Citation Issue


Thanks, Kirsten. Subsequent posts from ESM herself have been very
enlightening! It would seem that misinterpretation and confusion abound.

Elizabeth
researching the descendants of William and Sarah (Patterson) Thompson

- Original Message -
From: Kirsten Bowman [EMAIL PROTECTED]
To: LegacyUserGroup@legacyfamilytree.com
Sent: Monday, December 08, 2008 9:49 AM
Subject: RE: [LegacyUG] Master Source Subsequent Citation Issue


 Elizabeth:

 I believe that discussion was based on a misinterpretation.  I do have
 _EE_
 and it's pretty clear on citation of published books.  In fact, I believe
 I
 responded to that thread, but the discussion (and misinterpretation)
 continued.

 Kirsten





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Re: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-08 Thread Connie Sheets
Ward Walker wrote:
 
 Before I forward this to Legacy Support, does anyone have a
 suggestion for the desired program logic for omitting
 certain source _detail_ fields for subsequent citations of
 the master source?
 
 Here is my suggestion, which may or may not be practical to
 implement:
 
  - If all detail fields are identical to those in a
 previous footnote (save for noise things like extra blanks),
 then use the short form.
 
 This can still lead to an ambiguous short form footnote, if
 there had been 2 or more long form footnotes that differed
 only in the fields to be omitted. I think this is OK, but I
 don't know what one should do with this case even in the
 manual publishing world.

Ward, thanks for confirming in your earlier post that (at least part of) the 
problem I was seeing does seem to be a bug.

I have not had time to thoroughly consider the many responses on this thread (I 
never thought my post would bring ESM out of the woodwork), nor the needs of 
the extreme lumpers (I'm probably middle of the road), but my first thought 
is that if the detail is identical, regardless of ones citation style, the 
short form (subsequent citation) format should be used.

But my point is that even if the detail is different, the short form of the  
Master Source should always have priority and be used after the first citation. 
 I don't understand how that would affect lumpers negatively.  I also don't 
understand why there would be a need to short form the detail, but if there is 
then there should be a check box which allows us to always include entire 
detail in subsequent citations.

However, as I've worked with more templates today, it seems that Legacy has 
been programmed to combine a short form of the Master Source and a short form 
for the Details into some kind of strange hybrid, although I have yet to figure 
out what pattern if any there is to this process.

In the meantime, if I want my reports (once the bugs are fixed) to read like 
they should regarding subsequent citations, it looks as though my only option 
is to ignore the subsequent citation format for the Master Source and make sure 
I create overrides for each and every detail


Connie Sheets



  




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Re: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-08 Thread Ward Walker

Connie,

For the fields of the master source, there is no problem or ambiguity when 
the short form gets used. The master never changes from citation to 
citation. Your only bug is that the short form (subsequent citation) is 
being used in some reports and not in others. It should be used 
consistently, whether the footnotes are by page or all together at the end. 
And the short version of the master fields should be used regardless of 
whether or not a short version of the detail fields is valid. (Or at least I 
would think. I haven't tried this conclusion out on a really complex, 
intertwined type of source.)


For the fields of the detail source, you make a valid suggestion. To 
paraphrase, the standard rule could be to always display the short form of 
the detail fields (on any subsequent citation of the master source) unless a 
user checkbox is checked on the individual source detail citation panel. Or 
maybe vice versa: always display all the detail, unless the checkbox is 
checked. This would certainly be simpler for the programmers than would my 
suggestion.


Hope I am adding clarity rather than confusion.  :-)

  Ward

- Original Message - 
From: Connie Sheets [EMAIL PROTECTED]

To: LegacyUserGroup@legacyfamilytree.com
Sent: Monday, December 08, 2008 4:16 PM
Subject: Re: [LegacyUG] Master Source Subsequent Citation Issue



Ward Walker wrote:


Before I forward this to Legacy Support, does anyone have a
suggestion for the desired program logic for omitting
certain source _detail_ fields for subsequent citations of
the master source?

Here is my suggestion, which may or may not be practical to
implement:

 - If all detail fields are identical to those in a
previous footnote (save for noise things like extra blanks),
then use the short form.

This can still lead to an ambiguous short form footnote, if
there had been 2 or more long form footnotes that differed
only in the fields to be omitted. I think this is OK, but I
don't know what one should do with this case even in the
manual publishing world.


Ward, thanks for confirming in your earlier post that (at least part of) 
the problem I was seeing does seem to be a bug.


I have not had time to thoroughly consider the many responses on this 
thread (I never thought my post would bring ESM out of the woodwork), nor 
the needs of the extreme lumpers (I'm probably middle of the road), 
but my first thought is that if the detail is identical, regardless of 
ones citation style, the short form (subsequent citation) format should 
be used.


But my point is that even if the detail is different, the short form of 
the  Master Source should always have priority and be used after the first 
citation.  I don't understand how that would affect lumpers negatively. 
I also don't understand why there would be a need to short form the 
detail, but if there is then there should be a check box which allows us 
to always include entire detail in subsequent citations.


However, as I've worked with more templates today, it seems that Legacy 
has been programmed to combine a short form of the Master Source and a 
short form for the Details into some kind of strange hybrid, although I 
have yet to figure out what pattern if any there is to this process.


In the meantime, if I want my reports (once the bugs are fixed) to read 
like they should regarding subsequent citations, it looks as though my 
only option is to ignore the subsequent citation format for the Master 
Source and make sure I create overrides for each and every detail



Connie Sheets






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RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-08 Thread eshown
Elizabeth R. wrote:
I cannot tell you what a breath of fresh air this post is to 
me. Much of my frustration with my understanding of EE has to do with the 
handling of census records.

Elizabeth, I wish you had posed this question to me earlier. As I mentioned
in one or another message yesterday, it's nigh onto impossible for me to
answer each individual inquiry that comes into my mailbox, but I do answer
all the related questions posed on two other open forums, APG-L and TGF-L,
because a question that's asked in a group situation usually helps many
people at once.  (Incidentally, no one has to be a professional genealogist
to subscribe to these and probably most of the subscribers are lurkers who
aren't professionals; they're just there to learn.)

I think the strict construction I observed in Evidence! has been my source 
of rebellion. The software I had at the time made it difficult to emulate 
that construction, 

This has been a problem for all of us. For most of the past three decades,
software was the tail that wagged the dog, where source citation was
concerned. The software has been an incredible boon to genealogy and the
organization of all our research and findings; but in order to do citations
that met standards, we had to move our reports into word-processing
software and manually edit. Once done, then, we could not put the genie back
into the bottle.

Fortunately our software, like our hobby and our field, has greatly matured.
Now, where documentation is concerned, most programs are truly becoming
tools that actually enable us to meet standards--which means the proper
balance to the dog-and-tail act is very much in sight. It's not a painless
process for any of us, but we're getting there fast now. 

Of course, what we'll need next is for all our software to 
1. Let us document our ancestor charts, as we do our group sheets;
2. Work on the word-processing capability, so we don't have to import into
other software to create readable biographies, adequate discussions of
problems, and proper punctuation--after which we still have the problem of
stuffing the genie back into the bottle.

so I recorded as much information as I needed (or thought 
I needed), and worried less about format than content. The Legacy basic 
source system - so far - has enabled me to write well-formatted sources, but

I freely admit that some of that early stuff lacks enough information to 
come up to par. 

Ah, yes. We've all been there and done that, and most of us still have files
left over from those days!


Elizabeth

-
Elizabeth Shown Mills, CG, CGL, FASG





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RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-08 Thread ronald ferguson

Elizabeth,
 
I have been out all day today, so have yet to really appreciate your previous 
post, but will reply tomorrow.
 
However, we are beginning to part company here, your points:
 
1) I take it that you are referring to sources being included in charts such as 
the Ancestor Chart. I have no strong feelings about the *option* being 
available, but it is something I would consider to be inappropriate and would 
never use.
 
2) Here we differ, maybe because I am primarily interested in web publishing 
where it is considered normal to either amend the coding directly, or utilise 
other software. Indeed, for a multi-tree site it is inevitable, and for eg. 
Legacy to cover all the options the program would become simply too big.
 
I see no reason, therefore, for the program to include the bells and whistles 
of a word processor or or even a desktop publisher, and this is well within my 
definition of program bloat. I believe that these functions are best designed 
and programmed by those who specialise in the fields, anything else is likely 
to be second rate.
 
Millennia could co-operate in providing source code to a specialist in this 
field with the objective of publishing a stand-alone program which could 
directly read our Legacy data and sold separately, as they have done with other 
programs. But, please, please not in the basic program.
 


Ron Ferguson
 
_ 

*New Tutorial* Publish your Web Pages  - Blogs
http://www.fergys.co.uk 
View the Grimshaw Family Tree at: 
http://www.fergys.co.uk/Grimshaw/ 
For The Fergusons of N.W. England See: 
http://myweb.tiscali.co.uk/fergys/ 
_ 






 From: [EMAIL PROTECTED]
 To: LegacyUserGroup@legacyfamilytree.com
 Subject: RE: [LegacyUG] Master Source Subsequent Citation Issue
 Date: Mon, 8 Dec 2008 17:04:30 -0600
 
 Elizabeth R. wrote:
I cannot tell you what a breath of fresh air this post is to 
 me. Much of my frustration with my understanding of EE has to do with the 
 handling of census records.
 
 Elizabeth, I wish you had posed this question to me earlier. As I mentioned
 in one or another message yesterday, it's nigh onto impossible for me to
 answer each individual inquiry that comes into my mailbox, but I do answer
 all the related questions posed on two other open forums, APG-L and TGF-L,
 because a question that's asked in a group situation usually helps many
 people at once. (Incidentally, no one has to be a professional genealogist
 to subscribe to these and probably most of the subscribers are lurkers who
 aren't professionals; they're just there to learn.)
 
I think the strict construction I observed in Evidence! has been my source 
 of rebellion. The software I had at the time made it difficult to emulate 
 that construction, 
 
 This has been a problem for all of us. For most of the past three decades,
 software was the tail that wagged the dog, where source citation was
 concerned. The software has been an incredible boon to genealogy and the
 organization of all our research and findings; but in order to do citations
 that met standards, we had to move our reports into word-processing
 software and manually edit. Once done, then, we could not put the genie back
 into the bottle.
 
 Fortunately our software, like our hobby and our field, has greatly matured.
 Now, where documentation is concerned, most programs are truly becoming
 tools that actually enable us to meet standards--which means the proper
 balance to the dog-and-tail act is very much in sight. It's not a painless
 process for any of us, but we're getting there fast now. 
 
 Of course, what we'll need next is for all our software to 
 1. Let us document our ancestor charts, as we do our group sheets;
 2. Work on the word-processing capability, so we don't have to import into
 other software to create readable biographies, adequate discussions of
 problems, and proper punctuation--after which we still have the problem of
 stuffing the genie back into the bottle.
 
so I recorded as much information as I needed (or thought 
 I needed), and worried less about format than content. The Legacy basic 
 source system - so far - has enabled me to write well-formatted sources, but
 
 I freely admit that some of that early stuff lacks enough information to 
 come up to par. 
 
 Ah, yes. We've all been there and done that, and most of us still have files
 left over from those days!
 
 
 Elizabeth
 
 -
 Elizabeth Shown Mills, CG, CGL, FASG
 
_
Are you a PC?  Upload your PC story and show the world 
http://clk.atdmt.com/UKM/go/122465942/direct/01/


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Archived messages

RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-08 Thread eshown
Ron wrote:

However, we are beginning to part company here, your points:

That's fine. If two people think exactly alike, something's wrong :).

 
1) I take it that you are referring to sources being included in charts
such as the Ancestor Chart. I have no strong feelings about the *option*
being available, but it is something I would consider to be inappropriate
and would never use.

No source notes would appear on the charts. As once done by the now-defunct
Roots program and currently done by one other program, what's done is to
place a discreet little superscript source note after each date or place on
a chart and then have an attached source-notes page. It's the same principle
as writing anything using endnotes. The notes don't get in the way of the
text, but the notes are appended to provide support for each assertion.
(Incidentally, this is also illustrated in Appendix 2 of _Evidence!_--which
means endless inquiries from users wanting to know what software I used to
create that documented ancestor chart.)

We recognize the need to cite the source of each assertion on a family group
sheet. So where's the logic in circulating ancestor charts that provide no
whiff of a clue as to where all those names, dates, and places come from?


 
2) Here we differ, ...[fior] Legacy to cover all the options the program
would become simply too big. snip
Millennia could co-operate in providing source code to a specialist in this
field with the objective of publishing a stand-alone program which could
directly read our Legacy data and sold separately, as they have done with
other programs. But, please, please not in the basic program.
 
You make an excellent suggestion, Ron.

Elizabeth

---
Elizabeth Shown Mills, CG, CGL, FASG




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RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-08 Thread Connie Sheets
Elizabeth M. wrote:

 2. Work on the word-processing capability, so we don't
 have to import into
 other software to create readable biographies, adequate
 discussions of
 problems, and proper punctuation--after which we still have
 the problem of
 stuffing the genie back into the bottle.


I am happy to say I've finally figured out how to get Legacy to almost do 
what I think it should in the word processing department.  As a former 
skeptic of the Events fields (preferring Notes, but then with the problem of 
inadequate citation to multiple sources for multiple facts), I discovered (with 
a little help from this list) the [Notes] [Sources] coding structure for 
Events.  It is easy with this structure to come close to the the free-flowing 
narrative of word processing.

Now, if only the marriage information would print where it should in a 
narrative report, and footnotes could be exported where they belong (at the 
bottom of the page, not at the end of the narrative), it would require much 
less clean-up in a word processor...

Connie


  




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RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-08 Thread Wynthner
I fully agree!

Just as one shouldn't try to paint the Mona Lisa with a chain saw, neither 
should one try to sculpt a David with a paint brush.

Perhaps what is really needed is a third party full bodied, fully customizable, 
user friendly report generator


--- On Tue, 12/9/08, ronald ferguson [EMAIL PROTECTED] wrote:

  
 I see no reason, therefore, for the program to include the
 bells and whistles of a word processor or or even a desktop
 publisher, and this is well within my definition of program
 bloat. I believe that these functions are best designed and
 programmed by those who specialise in the fields, anything
 else is likely to be second rate.
  
 Millennia could co-operate in providing source code to a
 specialist in this field with the objective of publishing a
 stand-alone program which could directly read our Legacy
 data and sold separately, as they have done with other
 programs. But, please, please not in the basic program.
  
 
 
 Ron Ferguson
  



  




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RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-08 Thread eshown
Wynther wrote:
Just as one shouldn't try to paint the Mona Lisa with a chain saw, neither
should one try to sculpt a David with a paint brush.


Gee, that's what a lot of people said, back in the technological dark ages,
when rumors began about a preposterous idea of a relational database
narratives g

So, lots of relational databases now produce narrative. It's just narrative
that makes most people groan and few people want to read it.

If the big thinkers of two decades ago figured out a way to make a
relational database produce written text, I have all the confidence in the
world that they're smart enough to eventually make that good prose
possible.  

As for size, well, my first computer had 64 K of memory and wrote very
little more than that on a 8 floppy. Today, we can hold a few gigabites on
a thumb drive. That gives me a lot of optimism that our brilliant software
developers can figure out a way to handle the word processing size problem
also.


Perhaps what is really needed is a third party full bodied, fully
customizable, user friendly report generator

That could be feasible--provided it lets the polished genie go back in the
bottle, so we don't have to spend days and days reediting, shuffling data
around, and otherwise generating what's needed every time a new copy of a
descendant narrative is printed or sent to someone from an ongoing database.

Optimistically,
Elizabeth

--
Elizabeth Shown Mills, CG, CGL, FASG






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Re: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-07 Thread Ward Walker

Connie,

I had had trouble figuring this out in the past, but gave up due to the 
bugs. I just experimented with the new version. Here are the results. Note 
that both the master text and the detail text can be abbreviated for the 
subsequent citations, as viewed on the Source Detail panels.


Family Group Sheet:
Each footnote is the full citation text -- no 'subsequent' citations -- as 
you described. I assume that this is a bug.


Descendant Narrative Report (I am using individual footnotes, displayed on 
each page.):
- The first footnote of the master source has the full text for both the 
master portion and the detail portion.
- All other footnotes of the master source show the subsequent citation 
form. I.e., they have the same source 'fields' omitted from the master 
portion and from the detail portion.


This is also a problem! If the detail information in a field that gets 
removed is different from the first citation, it will never be seen. Example 
below.


I'm not sure what the solution is though. I have written about this before. 
How should Legacy figure out that a citation qualifies a subsequent, for the 
detail portion? Should it compare the text of all the detail fields for an 
exact character by character match with every previous footnote from the 
same master?


Example:
As you will see, for this particular source type (Grave Markers, Rural), one 
master field and 2 detail fields will be omitted from the subsequent 
citation. The 3 detail fields begin with the person's name. If only I could 
be permitted to use bolding and underlining.  :-)


Source Data #1 :
Footnote/Endnote Citation:
Highland Cemetery in Mt. Pleasant (Jefferson, Ohio; High Street, behind 
Methodist Church), Joseph T. Walker marker, Personally read, 2008.

Subsequent Citation:
Highland Cemetery in Mt. Pleasant (Jefferson, Ohio), Joseph T. Walker 
marker.


Source Data #2:
Footnote/Endnote Citation:
Highland Cemetery in Mt. Pleasant (Jefferson, Ohio; High Street, behind 
Methodist Church), Joseph T. Walker marker, This is a test of a subsequent 
citation., 2008.

Subsequent Citation:
Highland Cemetery in Mt. Pleasant (Jefferson, Ohio), Joseph T. Walker 
marker.


Source Data #3:
Footnote/Endnote Citation:
Highland Cemetery in Mt. Pleasant (Jefferson, Ohio; High Street, behind 
Methodist Church), Margaret S. Walker marker, Personally read, 2008.

Subsequent Citation:
Highland Cemetery in Mt. Pleasant (Jefferson, Ohio), Margaret S. Walker 
marker.


Results:
The master field text 'behind Methodist Church' is only shown on the very 
first footnote for this master source. This is fine.
The detail text in the middle field of #2 and #3 is never seen. The first 
footnote (for this master) in the report happens to be the full citation 
from #1. The second footnote is the subsequent from #2. The third is the 
subsequent from #3.


Desired Output:
The second and third footnotes should show all the detail since it is not 
identical to any earlier citation.
Even that rule is not very clear. What if there is another citation of the 
Joseph T. Walker marker and the rest of the detail matches one of the above 
2 details? If the 'subsequent' form is used in the footnote, the reader 
won't know what to assume for the missing fields.


I think that 'lumpers' who rely heavily on the detail text will have a lot 
of trouble with this.


  Ward


- Original Message - 
From: Connie Sheets [EMAIL PROTECTED]

To: LegacyUserGroup@legacyfamilytree.com
Sent: Saturday, December 06, 2008 11:37 AM
Subject: [LegacyUG] Master Source Subsequent Citation Issue



Using 7.0.0.76

My apologies if this has already been asked/answered, but I could not find 
exactly what I'm looking for in the archives.


I am trying to figure out why the Master Source Subsequent Citation does 
not print as it is shown onscreen when there are multiple citations in a 
report (in this case the Family Group Sheet) to the same master source, 
but with different details for each citation.


Is there a checkbox I've overlooked that I need to tick, is this a bug, or 
am I misunderstanding the standard practice for subsequent citations?


Example:

The Master Source shows onscreen for the Footnote/Endnote as:

Illinois Secretary of State, Illinois Statewide Marriage Index, 
1763-1900, 
database(http://www.cyberdriveillinois.com/departments/archives/marriage.html).


The Master Source shows onscreen for the Subsequent Citation as:

Illinois Secretary of State, Illinois Statewide Marriage Index, 
1763-1900.


The first citation to this master source on a Family Group Sheet prints 
(as it should):


Illinois Secretary of State, Illinois Statewide Marriage Index, 
1763-1900,database(http://www.cyberdriveillinois.com/departments/archives/marriag

e.html : accessed 4 Oct 2008), entry for William Holland - Jane
Corvin; citing Tazewell Co. Marriages, Vol 00A, p. 12.

The next citation (in my opinion) should read:

Illinois Secretary of State, Illinois Statewide 

RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-07 Thread ronald ferguson

Ward,
 
You wrote:
 
 
 I think that 'lumpers' who rely heavily on the detail text will have a lot 
 of trouble with this.

 
We could see this coming, and it is why I would imagine most are like me, and 
extremely selective as to which Source Writer templates are used. Mrs Mills has 
a lot to answer for!!

Ron Ferguson
 
_ 

*New Tutorial* Publish your Web Pages  - Blogs
http://www.fergys.co.uk 
View the Grimshaw Family Tree at: 
http://www.fergys.co.uk/Grimshaw/ 
For The Fergusons of N.W. England See: 
http://myweb.tiscali.co.uk/fergys/ 
_ 






 From: [EMAIL PROTECTED]
 To: LegacyUserGroup@legacyfamilytree.com
 Subject: Re: [LegacyUG] Master Source Subsequent Citation Issue
 Date: Sun, 7 Dec 2008 13:23:18 -0500
 
 Connie,
 
 I had had trouble figuring this out in the past, but gave up due to the 
 bugs. I just experimented with the new version. Here are the results. Note 
 that both the master text and the detail text can be abbreviated for the 
 subsequent citations, as viewed on the Source Detail panels.
 
 Family Group Sheet:
 Each footnote is the full citation text -- no 'subsequent' citations -- as 
 you described. I assume that this is a bug.
 
 Descendant Narrative Report (I am using individual footnotes, displayed on 
 each page.):
 - The first footnote of the master source has the full text for both the 
 master portion and the detail portion.
 - All other footnotes of the master source show the subsequent citation 
 form. I.e., they have the same source 'fields' omitted from the master 
 portion and from the detail portion.
 
 This is also a problem! If the detail information in a field that gets 
 removed is different from the first citation, it will never be seen. Example 
 below.
 
 I'm not sure what the solution is though. I have written about this before. 
 How should Legacy figure out that a citation qualifies a subsequent, for the 
 detail portion? Should it compare the text of all the detail fields for an 
 exact character by character match with every previous footnote from the 
 same master?
 
 Example:
 As you will see, for this particular source type (Grave Markers, Rural), one 
 master field and 2 detail fields will be omitted from the subsequent 
 citation. The 3 detail fields begin with the person's name. If only I could 
 be permitted to use bolding and underlining. :-)
 
 Source Data #1 :
 Footnote/Endnote Citation:
 Highland Cemetery in Mt. Pleasant (Jefferson, Ohio; High Street, behind 
 Methodist Church), Joseph T. Walker marker, Personally read, 2008.
 Subsequent Citation:
 Highland Cemetery in Mt. Pleasant (Jefferson, Ohio), Joseph T. Walker 
 marker.
 
 Source Data #2:
 Footnote/Endnote Citation:
 Highland Cemetery in Mt. Pleasant (Jefferson, Ohio; High Street, behind 
 Methodist Church), Joseph T. Walker marker, This is a test of a subsequent 
 citation., 2008.
 Subsequent Citation:
 Highland Cemetery in Mt. Pleasant (Jefferson, Ohio), Joseph T. Walker 
 marker.
 
 Source Data #3:
 Footnote/Endnote Citation:
 Highland Cemetery in Mt. Pleasant (Jefferson, Ohio; High Street, behind 
 Methodist Church), Margaret S. Walker marker, Personally read, 2008.
 Subsequent Citation:
 Highland Cemetery in Mt. Pleasant (Jefferson, Ohio), Margaret S. Walker 
 marker.
 
 Results:
 The master field text 'behind Methodist Church' is only shown on the very 
 first footnote for this master source. This is fine.
 The detail text in the middle field of #2 and #3 is never seen. The first 
 footnote (for this master) in the report happens to be the full citation 
 from #1. The second footnote is the subsequent from #2. The third is the 
 subsequent from #3.
 
 Desired Output:
 The second and third footnotes should show all the detail since it is not 
 identical to any earlier citation.
 Even that rule is not very clear. What if there is another citation of the 
 Joseph T. Walker marker and the rest of the detail matches one of the above 
 2 details? If the 'subsequent' form is used in the footnote, the reader 
 won't know what to assume for the missing fields.
 
 Ward
 
 
 - Original Message - 
 From: Connie Sheets 
 To: 
 Sent: Saturday, December 06, 2008 11:37 AM
 Subject: [LegacyUG] Master Source Subsequent Citation Issue
 
 
 Using 7.0.0.76

 My apologies if this has already been asked/answered, but I could not find 
 exactly what I'm looking for in the archives.

 I am trying to figure out why the Master Source Subsequent Citation does 
 not print as it is shown onscreen when there are multiple citations in a 
 report (in this case the Family Group Sheet) to the same master source, 
 but with different details for each citation.

 Is there a checkbox I've overlooked that I need to tick, is this a bug, or 
 am I misunderstanding the standard practice for subsequent citations?

 Example:

 The Master Source shows onscreen for the Footnote/Endnote

RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-07 Thread eshown
We could see this coming, and it is why I would imagine most are like me,
and extremely selective as to which Source Writer templates are used. Mrs
Mills has a lot to answer for!!


Beyond a doubt, I do, Mr. Ferguson. g  However, I doubt that this will be
one of those issues for which I will one day make atonement.

Standard practices for citing subsequent sources existed long before
_Evidence Explained._ I take no credit for inventing them--only for the
labor of cataloging them in a genealogical context. Indeed, those standards
existed long before the emergence of the great divide between lumpers and
splitters. 

The crux of the problem is this: Every software program has its peculiarly
distinctive architecture. Until common standards are followed by all of
them, we wrestle with a common problem: What works for one program doesn't
necessarily work for another. Beyond that, until that glorious day comes
when peace, harmony, and total synchronization exists, we have a few other
realities to live with:

1. Standards for writing and documentation *do* exist for logical reasons,
although it would be illogical to assume that everyone will automatically
perceive all those reasons. Most of us learn their value the hard
way--whether that be through time-consuming study or costly mistakes. 

2. Computers and software are tools to help us perform our tasks--whatever
those tasks may be--according to the standards that exist for each task. 

3. If we believe that standards should change to fit every piece of
software, then we're arguing for a morass in which there are no standards at
all.


Some studies have shown that most genealogists today have been doing
genealogy for less than a dozen years. Even so, there are many who well
remember the state of affairs in the early-to-mid 80s, when genealogical
software allowed us no way to cite sources at all--no way, no place, no how.
When we begged the designers for some way to do this, they, too, had trouble
understanding those standards for writing and documentation we spoke of.
Many a time, at one conference or another, they smiled at me so tolerantly
before they tsked: Now, Elizabeth. Nobody cares about documentation--nobody
but a few 'professionals' like you. (They even had this cute little way of
saying professionals that made it sound like a 13-letter dirty
word--apparently oblivious to the fact that even genealogists who help
others with their research have private lives in which they research their
own families.)

Today, we are blessed that brilliant developers such as Geoff, and his
counterparts at several other major genealogical software firms, not only
realize why standards for research and documentation exist, but also are
putting immense effort into figuring out how to make their programs produce
those standards. Like all of us, their efforts are still a work in progress.
Candid discussions in forums such as this, in which users share their
experiences in using those tools, helps them greatly. Debating the
intricacies of citation, the differences between sources, the ways both
effect our analysis of evidence and the reliability of our data--these, too,
help us toward our common goal: To find our forebears, separate them from
other same name individuals, reconstruct their lives, and assemble them into
families whose collective experiences ultimately make ourselves and our
world more understandable.

Elizabeth 
-
Elizabeth Shown Mills
(Whose ancestors have led her on a merry chase through every state east of
the Mississippi, half of those to the west, and virtually every country west
of Russia)




*** Holiday discounts on Legacy 7.0, add-ons, books, and more. Visit 
http://tinyurl.com/65rpbt. ***
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   http://www.LegacyFamilyTree.com/Etiquette.asp
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Re: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-07 Thread Janis L Gilmore
Ms. Mills' succinct and practical statement about the practicality of
stringent standards for sourcing is most welcome.

I continue to pull for Legacy to become the academic software of choice for
genealogists; it has much to recommend it. I drifted to Legacy (as I have
often said) more or less by accident, from TMG. There are things I still
miss about TMG, but the superior graphic interface of Legacy was enough to
keep me here. Improved sourcing capabilities with 7.0 pretty further
confirmed my choice.

I do understand that not everyone feels as I do. I am more than happy to
live and let live. Legacy still offers the old style sourcing. But my
personal testimony (can you tell that I was raised a Baptist?) is that my
research, and my output of that research, has been immeasurably improved and
informed by a striving to apply academic standards in the past two years.
The work that went before I tend to view as work to be done over.

(Note the word striving. As my husband is fond of saying, I know what I
am: not there yet!)

Janis


On 12/7/08 6:19 PM, [EMAIL PROTECTED] [EMAIL PROTECTED] wrote:

 We could see this coming, and it is why I would imagine most are like me,
 and extremely selective as to which Source Writer templates are used. Mrs
 Mills has a lot to answer for!!
 
 
 Beyond a doubt, I do, Mr. Ferguson. g  However, I doubt that this will be
 one of those issues for which I will one day make atonement.
 
 Standard practices for citing subsequent sources existed long before
 _Evidence Explained._ I take no credit for inventing them--only for the
 labor of cataloging them in a genealogical context. Indeed, those standards
 existed long before the emergence of the great divide between lumpers and
 splitters. 
 
 The crux of the problem is this: Every software program has its peculiarly
 distinctive architecture. Until common standards are followed by all of
 them, we wrestle with a common problem: What works for one program doesn't
 necessarily work for another. Beyond that, until that glorious day comes
 when peace, harmony, and total synchronization exists, we have a few other
 realities to live with:
 
 1. Standards for writing and documentation *do* exist for logical reasons,
 although it would be illogical to assume that everyone will automatically
 perceive all those reasons. Most of us learn their value the hard
 way--whether that be through time-consuming study or costly mistakes.
 
 2. Computers and software are tools to help us perform our tasks--whatever
 those tasks may be--according to the standards that exist for each task.
 
 3. If we believe that standards should change to fit every piece of
 software, then we're arguing for a morass in which there are no standards at
 all.
 
 
 Some studies have shown that most genealogists today have been doing
 genealogy for less than a dozen years. Even so, there are many who well
 remember the state of affairs in the early-to-mid 80s, when genealogical
 software allowed us no way to cite sources at all--no way, no place, no how.
 When we begged the designers for some way to do this, they, too, had trouble
 understanding those standards for writing and documentation we spoke of.
 Many a time, at one conference or another, they smiled at me so tolerantly
 before they tsked: Now, Elizabeth. Nobody cares about documentation--nobody
 but a few 'professionals' like you. (They even had this cute little way of
 saying professionals that made it sound like a 13-letter dirty
 word--apparently oblivious to the fact that even genealogists who help
 others with their research have private lives in which they research their
 own families.)
 
 Today, we are blessed that brilliant developers such as Geoff, and his
 counterparts at several other major genealogical software firms, not only
 realize why standards for research and documentation exist, but also are
 putting immense effort into figuring out how to make their programs produce
 those standards. Like all of us, their efforts are still a work in progress.
 Candid discussions in forums such as this, in which users share their
 experiences in using those tools, helps them greatly. Debating the
 intricacies of citation, the differences between sources, the ways both
 effect our analysis of evidence and the reliability of our data--these, too,
 help us toward our common goal: To find our forebears, separate them from
 other same name individuals, reconstruct their lives, and assemble them into
 families whose collective experiences ultimately make ourselves and our
 world more understandable.
 
 Elizabeth 
 -
 Elizabeth Shown Mills
 (Whose ancestors have led her on a merry chase through every state east of
 the Mississippi, half of those to the west, and virtually every country west
 of Russia)
 
 
 
 
 *** Holiday discounts on Legacy 7.0, add-ons, books, and more. Visit
 http://tinyurl.com/65rpbt. ***
 Legacy User Group guidelines:

Re: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-07 Thread Janis L Gilmore
I wish I had thought to add to my previous post that Ron is clearly a Legacy
guru. Regardless of our differences of opinion regarding sourcing, he is the
go-to guy for anything about Legacy.

Janis

On 12/7/08 6:46 PM, Janis L Gilmore [EMAIL PROTECTED] wrote:

 Ms. Mills' succinct and practical statement about the practicality of
 stringent standards for sourcing is most welcome.
 
 I continue to pull for Legacy to become the academic software of choice for
 genealogists; it has much to recommend it. I drifted to Legacy (as I have
 often said) more or less by accident, from TMG. There are things I still
 miss about TMG, but the superior graphic interface of Legacy was enough to
 keep me here. Improved sourcing capabilities with 7.0 pretty further
 confirmed my choice.
 
 I do understand that not everyone feels as I do. I am more than happy to
 live and let live. Legacy still offers the old style sourcing. But my
 personal testimony (can you tell that I was raised a Baptist?) is that my
 research, and my output of that research, has been immeasurably improved and
 informed by a striving to apply academic standards in the past two years.
 The work that went before I tend to view as work to be done over.
 
 (Note the word striving. As my husband is fond of saying, I know what I
 am: not there yet!)
 
 Janis
 
 
 On 12/7/08 6:19 PM, [EMAIL PROTECTED] [EMAIL PROTECTED] wrote:
 
 We could see this coming, and it is why I would imagine most are like me,
 and extremely selective as to which Source Writer templates are used. Mrs
 Mills has a lot to answer for!!
 
 
 Beyond a doubt, I do, Mr. Ferguson. g  However, I doubt that this will be
 one of those issues for which I will one day make atonement.
 
 Standard practices for citing subsequent sources existed long before
 _Evidence Explained._ I take no credit for inventing them--only for the
 labor of cataloging them in a genealogical context. Indeed, those standards
 existed long before the emergence of the great divide between lumpers and
 splitters. 
 
 The crux of the problem is this: Every software program has its peculiarly
 distinctive architecture. Until common standards are followed by all of
 them, we wrestle with a common problem: What works for one program doesn't
 necessarily work for another. Beyond that, until that glorious day comes
 when peace, harmony, and total synchronization exists, we have a few other
 realities to live with:
 
 1. Standards for writing and documentation *do* exist for logical reasons,
 although it would be illogical to assume that everyone will automatically
 perceive all those reasons. Most of us learn their value the hard
 way--whether that be through time-consuming study or costly mistakes.
 
 2. Computers and software are tools to help us perform our tasks--whatever
 those tasks may be--according to the standards that exist for each task.
 
 3. If we believe that standards should change to fit every piece of
 software, then we're arguing for a morass in which there are no standards at
 all.
 
 
 Some studies have shown that most genealogists today have been doing
 genealogy for less than a dozen years. Even so, there are many who well
 remember the state of affairs in the early-to-mid 80s, when genealogical
 software allowed us no way to cite sources at all--no way, no place, no how.
 When we begged the designers for some way to do this, they, too, had trouble
 understanding those standards for writing and documentation we spoke of.
 Many a time, at one conference or another, they smiled at me so tolerantly
 before they tsked: Now, Elizabeth. Nobody cares about documentation--nobody
 but a few 'professionals' like you. (They even had this cute little way of
 saying professionals that made it sound like a 13-letter dirty
 word--apparently oblivious to the fact that even genealogists who help
 others with their research have private lives in which they research their
 own families.)
 
 Today, we are blessed that brilliant developers such as Geoff, and his
 counterparts at several other major genealogical software firms, not only
 realize why standards for research and documentation exist, but also are
 putting immense effort into figuring out how to make their programs produce
 those standards. Like all of us, their efforts are still a work in progress.
 Candid discussions in forums such as this, in which users share their
 experiences in using those tools, helps them greatly. Debating the
 intricacies of citation, the differences between sources, the ways both
 effect our analysis of evidence and the reliability of our data--these, too,
 help us toward our common goal: To find our forebears, separate them from
 other same name individuals, reconstruct their lives, and assemble them into
 families whose collective experiences ultimately make ourselves and our
 world more understandable.
 
 Elizabeth 
 -
 Elizabeth Shown Mills
 (Whose ancestors have led her on a merry chase through every 

Re: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-07 Thread Ward Walker
Wow. I didn't expect that. Thank you Elizabeth, for contributing to our 
Legacy discussion!


Personally, I like the using the templates, and I like conforming to 
standards when it is not too painful to do so. I also like abbreviating 
footnotes whenever possible. I don't like half-baked software solutions. (I 
am a recently-retired computer scientist.)


I would like Millennia to carefully think through the rules for abbreviating 
source details in footnotes, carefully explain the rules in the Help, and 
implement a solution that does not lose data (in the report). If necessary, 
this solution just might have to error on the side of less abbreviating than 
we would do in a manually prepared document. Of course, the solution could 
also enable user options for more or less aggressive abbreviation rules.


And my genealogy experience? Eleven years.  :-)

  Ward

- Original Message - 
From: [EMAIL PROTECTED]

To: LegacyUserGroup@legacyfamilytree.com
Sent: Sunday, December 07, 2008 6:19 PM
Subject: RE: [LegacyUG] Master Source Subsequent Citation Issue



We could see this coming, and it is why I would imagine most are like me,
and extremely selective as to which Source Writer templates are used. Mrs
Mills has a lot to answer for!!


Beyond a doubt, I do, Mr. Ferguson. g  However, I doubt that this will 
be

one of those issues for which I will one day make atonement.

Standard practices for citing subsequent sources existed long before
_Evidence Explained._ I take no credit for inventing them--only for the
labor of cataloging them in a genealogical context. Indeed, those 
standards

existed long before the emergence of the great divide between lumpers and
splitters.

The crux of the problem is this: Every software program has its peculiarly
distinctive architecture. Until common standards are followed by all of
them, we wrestle with a common problem: What works for one program doesn't
necessarily work for another. Beyond that, until that glorious day comes
when peace, harmony, and total synchronization exists, we have a few other
realities to live with:

1. Standards for writing and documentation *do* exist for logical reasons,
although it would be illogical to assume that everyone will automatically
perceive all those reasons. Most of us learn their value the hard
way--whether that be through time-consuming study or costly mistakes.

2. Computers and software are tools to help us perform our tasks--whatever
those tasks may be--according to the standards that exist for each task.

3. If we believe that standards should change to fit every piece of
software, then we're arguing for a morass in which there are no standards 
at

all.


Some studies have shown that most genealogists today have been doing
genealogy for less than a dozen years. Even so, there are many who well
remember the state of affairs in the early-to-mid 80s, when genealogical
software allowed us no way to cite sources at all--no way, no place, no 
how.
When we begged the designers for some way to do this, they, too, had 
trouble

understanding those standards for writing and documentation we spoke of.
Many a time, at one conference or another, they smiled at me so tolerantly
before they tsked: Now, Elizabeth. Nobody cares about 
documentation--nobody
but a few 'professionals' like you. (They even had this cute little way 
of

saying professionals that made it sound like a 13-letter dirty
word--apparently oblivious to the fact that even genealogists who help
others with their research have private lives in which they research their
own families.)

Today, we are blessed that brilliant developers such as Geoff, and his
counterparts at several other major genealogical software firms, not only
realize why standards for research and documentation exist, but also are
putting immense effort into figuring out how to make their programs 
produce
those standards. Like all of us, their efforts are still a work in 
progress.

Candid discussions in forums such as this, in which users share their
experiences in using those tools, helps them greatly. Debating the
intricacies of citation, the differences between sources, the ways both
effect our analysis of evidence and the reliability of our data--these, 
too,

help us toward our common goal: To find our forebears, separate them from
other same name individuals, reconstruct their lives, and assemble them 
into

families whose collective experiences ultimately make ourselves and our
world more understandable.

Elizabeth
-
Elizabeth Shown Mills
(Whose ancestors have led her on a merry chase through every state east of
the Mississippi, half of those to the west, and virtually every country 
west

of Russia)




*** Holiday discounts on Legacy 7.0, add-ons, books, and more. Visit 
http://tinyurl.com/65rpbt. ***

Legacy User Group guidelines:
  http://www.LegacyFamilyTree.com/Etiquette.asp
Archived messages:
  http://www.mail-archive.com/legacyusergroup

Re: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-07 Thread Elizabeth Richardson
Perhaps the standards should be changed. They are convoluted and are 
difficult to understand and follow. For example, a different standard 
entries for a book that is in a brick and mortar library from the standard 
for the same book in an online library has no basis in logic and is 
therefore ridiculous on its face. Keep in mind, too, that few genealogists 
are professionals and will not be publishing. For those who do publish, the 
publishers' audience is not the same as those for publications of others 
types of research. The standard should always be to make certain citations 
are easily understood by the audience, as that is the essence of 
communication.


Elizabeth Richardson
researching the descendants of William and Sarah (Patterson) Thompson


- Original Message - 
From: [EMAIL PROTECTED]

To: LegacyUserGroup@legacyfamilytree.com
Sent: Sunday, December 07, 2008 2:19 PM
Subject: RE: [LegacyUG] Master Source Subsequent Citation Issue



We could see this coming, and it is why I would imagine most are like me,
and extremely selective as to which Source Writer templates are used. Mrs
Mills has a lot to answer for!!


Beyond a doubt, I do, Mr. Ferguson. g  However, I doubt that this will 
be

one of those issues for which I will one day make atonement.

Standard practices for citing subsequent sources existed long before
_Evidence Explained._ I take no credit for inventing them--only for the
labor of cataloging them in a genealogical context. Indeed, those 
standards

existed long before the emergence of the great divide between lumpers and
splitters.

The crux of the problem is this: Every software program has its peculiarly
distinctive architecture. Until common standards are followed by all of
them, we wrestle with a common problem: What works for one program doesn't
necessarily work for another. Beyond that, until that glorious day comes
when peace, harmony, and total synchronization exists, we have a few other
realities to live with:

1. Standards for writing and documentation *do* exist for logical reasons,
although it would be illogical to assume that everyone will automatically
perceive all those reasons. Most of us learn their value the hard
way--whether that be through time-consuming study or costly mistakes.

2. Computers and software are tools to help us perform our tasks--whatever
those tasks may be--according to the standards that exist for each task.

3. If we believe that standards should change to fit every piece of
software, then we're arguing for a morass in which there are no standards 
at

all.


Some studies have shown that most genealogists today have been doing
genealogy for less than a dozen years. Even so, there are many who well
remember the state of affairs in the early-to-mid 80s, when genealogical
software allowed us no way to cite sources at all--no way, no place, no 
how.
When we begged the designers for some way to do this, they, too, had 
trouble

understanding those standards for writing and documentation we spoke of.
Many a time, at one conference or another, they smiled at me so tolerantly
before they tsked: Now, Elizabeth. Nobody cares about 
documentation--nobody
but a few 'professionals' like you. (They even had this cute little way 
of

saying professionals that made it sound like a 13-letter dirty
word--apparently oblivious to the fact that even genealogists who help
others with their research have private lives in which they research their
own families.)

Today, we are blessed that brilliant developers such as Geoff, and his
counterparts at several other major genealogical software firms, not only
realize why standards for research and documentation exist, but also are
putting immense effort into figuring out how to make their programs 
produce
those standards. Like all of us, their efforts are still a work in 
progress.

Candid discussions in forums such as this, in which users share their
experiences in using those tools, helps them greatly. Debating the
intricacies of citation, the differences between sources, the ways both
effect our analysis of evidence and the reliability of our data--these, 
too,

help us toward our common goal: To find our forebears, separate them from
other same name individuals, reconstruct their lives, and assemble them 
into

families whose collective experiences ultimately make ourselves and our
world more understandable.

Elizabeth
-
Elizabeth Shown Mills
(Whose ancestors have led her on a merry chase through every state east of
the Mississippi, half of those to the west, and virtually every country 
west

of Russia)





*** Holiday discounts on Legacy 7.0, add-ons, books, and more. Visit 
http://tinyurl.com/65rpbt. ***
Legacy User Group guidelines: 
  http://www.LegacyFamilyTree.com/Etiquette.asp
Archived messages: 
  http://www.mail-archive.com/legacyusergroup@legacyfamilytree.com/

Online technical support: http://www.LegacyFamilyTree.com/Help.asp
To unsubscribe: http

Re: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-07 Thread JLB
Thank-you for the sublime articulation.  We're not used to people who 
even know how to spell. g

-
JL
JLog - simple computer technology for genealogists
http://www.jgen.ws/jlog

[EMAIL PROTECTED] wrote:

Beyond a doubt, I do, Mr. Ferguson. g  However, I doubt that this will be
one of those issues for which I will one day make atonement.

Standard practices for citing subsequent sources existed long before
_Evidence Explained._ I take no credit for inventing them--only for the
labor of cataloging them in a genealogical context. Indeed, those standards
existed long before the emergence of the great divide between lumpers and
splitters. 


The crux of the problem is this: Every software program has its peculiarly
distinctive architecture. Until common standards are followed by all of
them, we wrestle with a common problem: What works for one program doesn't
necessarily work for another. Beyond that, until that glorious day comes
when peace, harmony, and total synchronization exists, we have a few other
realities to live with:

1. Standards for writing and documentation *do* exist for logical reasons,
although it would be illogical to assume that everyone will automatically
perceive all those reasons. Most of us learn their value the hard
way--whether that be through time-consuming study or costly mistakes. 


2. Computers and software are tools to help us perform our tasks--whatever
those tasks may be--according to the standards that exist for each task. 


3. If we believe that standards should change to fit every piece of
software, then we're arguing for a morass in which there are no standards at
all.


Some studies have shown that most genealogists today have been doing
genealogy for less than a dozen years. Even so, there are many who well
remember the state of affairs in the early-to-mid 80s, when genealogical
software allowed us no way to cite sources at all--no way, no place, no how.
When we begged the designers for some way to do this, they, too, had trouble
understanding those standards for writing and documentation we spoke of.
Many a time, at one conference or another, they smiled at me so tolerantly
before they tsked: Now, Elizabeth. Nobody cares about documentation--nobody
but a few 'professionals' like you. (They even had this cute little way of
saying professionals that made it sound like a 13-letter dirty
word--apparently oblivious to the fact that even genealogists who help
others with their research have private lives in which they research their
own families.)

Today, we are blessed that brilliant developers such as Geoff, and his
counterparts at several other major genealogical software firms, not only
realize why standards for research and documentation exist, but also are
putting immense effort into figuring out how to make their programs produce
those standards. Like all of us, their efforts are still a work in progress.
Candid discussions in forums such as this, in which users share their
experiences in using those tools, helps them greatly. Debating the
intricacies of citation, the differences between sources, the ways both
effect our analysis of evidence and the reliability of our data--these, too,
help us toward our common goal: To find our forebears, separate them from
other same name individuals, reconstruct their lives, and assemble them into
families whose collective experiences ultimately make ourselves and our
world more understandable.

Elizabeth 
-

Elizabeth Shown Mills
(Whose ancestors have led her on a merry chase through every state east of
the Mississippi, half of those to the west, and virtually every country west
of Russia)




*** Holiday discounts on Legacy 7.0, add-ons, books, and more. Visit 
http://tinyurl.com/65rpbt. ***
Legacy User Group guidelines: 
   http://www.LegacyFamilyTree.com/Etiquette.asp
Archived messages: 
   http://www.mail-archive.com/legacyusergroup@legacyfamilytree.com/

Online technical support: http://www.LegacyFamilyTree.com/Help.asp
To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp




  





*** Holiday discounts on Legacy 7.0, add-ons, books, and more. Visit 
http://tinyurl.com/65rpbt. ***
Legacy User Group guidelines: 
  http://www.LegacyFamilyTree.com/Etiquette.asp
Archived messages: 
  http://www.mail-archive.com/legacyusergroup@legacyfamilytree.com/

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RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-07 Thread ronald ferguson

Elizabeth,
 
Thank you for your comments, which are much appreciated.
 
Initially, may I make it clear that I am well aware of the need for accurate 
sourcing, or at least as accurately as possible and I am also aware that there 
is, at least as yet, no such thing as absolute proof. I should add that I spent 
most of my working life in the sciences, chemistry/physics and computer 
programming to a lesser extent. Given the necessary mathematical background, 
during which I was educated in the days of Euclidean Geometry, I guess I am 
reasonably familiar with the presentation of proof.
 
I expect you are aware that in GB there is no standardised method of sourcing, 
and no doubt we could debate for a long time as to whether this is a good or 
bad thing, but I have always been clear on three things:
 
i) The recording of sources must be clear.
ii) They must be reproducible ie. others must be able to find them.
iii) They must lead to the conclusions derived.
 
Taking the points which you raise:
 
1) I do not disagree with what you say here, although one day I would love to 
debate with you the extent to which the detail of standardisation is necessary. 
Maybe we'll bump into each other sometime - a Legacy Cruise, hmmm.
 
2) Agreed
 
3) I would not dream of making such a proposition, especially since computers 
can only tell the difference between a one and a zero!
 
I know I will never write a book, and my publishing interests are of the 
website variey and I have, in my own view, always provided clear sources; 
Numerous people have contacted me after tracing the data through the 
information which I published - so I know it works for some ;-).
 
I am sure that some of the problems of sourcing are due to differing 
interpretations of the definition of a Source and an Event. We see it in the 
posts to this group. Take censuses for example, I regard them as a Source for 
information relating to individuals eg their name, age, residence at that time, 
place of birth, occupation etc., whereas others consider them to be Events. 
Obviously the method sourcing will be quite different. In the former case the 
census will source the detail in the census, and be linked to residence events 
etc., whilst in the latter presumably the government will source the census 
(not doing this way I haven't thought it through in any detail). 
 
These differences do, however mean that there are different requirements in 
detail (I am not referring to the Legacy Source Detail here) and these are 
manifested, at least in part, by the needs of splitters and lumpers, of which I 
am but one.
 
For these reasons it is doubtful if there is a wholly satisfactory and 
universal way of sourcing. Even in the sciences there is a multitude of ways of 
presenting a conclusion.
 
Finally, I concur with your comments regarding the software developers at 
Legacy and elsewhere. At the end of the day it is the users who test their 
efforts to destruction, as anybody who has done any programming will know. One 
of the major difficulties is that most(?) of the testers probably have had some 
hands-on experience of developing programs of some sort, and consequently have 
a sort of set way of thinking which can easily lead to something obvious 
being missed! Then the inevitable Why was this never picked up?.
 

Ron Ferguson
 
_ 

*New Tutorial* Publish your Web Pages  - Blogs
http://www.fergys.co.uk 
View the Grimshaw Family Tree at: 
http://www.fergys.co.uk/Grimshaw/ 
For The Fergusons of N.W. England See: 
http://myweb.tiscali.co.uk/fergys/ 
_ 






 From: [EMAIL PROTECTED]
 To: LegacyUserGroup@legacyfamilytree.com
 Subject: RE: [LegacyUG] Master Source Subsequent Citation Issue
 Date: Sun, 7 Dec 2008 17:19:00 -0600
 
We could see this coming, and it is why I would imagine most are like me,
 and extremely selective as to which Source Writer templates are used. Mrs
 Mills has a lot to answer for!!
 
 
 Beyond a doubt, I do, Mr. Ferguson.  However, I doubt that this will be
 one of those issues for which I will one day make atonement.
 
 Standard practices for citing subsequent sources existed long before
 _Evidence Explained._ I take no credit for inventing them--only for the
 labor of cataloging them in a genealogical context. Indeed, those standards
 existed long before the emergence of the great divide between lumpers and
 splitters. 
 
 The crux of the problem is this: Every software program has its peculiarly
 distinctive architecture. Until common standards are followed by all of
 them, we wrestle with a common problem: What works for one program doesn't
 necessarily work for another. Beyond that, until that glorious day comes
 when peace, harmony, and total synchronization exists, we have a few other
 realities to live with:
 
 1. Standards for writing and documentation *do* exist for logical reasons,
 although

Re: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-07 Thread Wynthner
In other words... dumb it down; the same solution that has led to the collapse 
of the american education system.

Standards are standards because they do *not* change. One either tries to meet 
standards or one doesn't. 

Those who try to meet the standards are called serious genealogists, those who 
don't are called hobby family historians.

I am sick unto death of the I want it all but I want it easy school of 
thought.


--- On Mon, 12/8/08, Elizabeth Richardson [EMAIL PROTECTED] wrote:

 From: Elizabeth Richardson [EMAIL PROTECTED]
 Subject: Re: [LegacyUG] Master Source Subsequent Citation Issue
 To: LegacyUserGroup@legacyfamilytree.com
 Date: Monday, December 8, 2008, 1:08 AM
 Perhaps the standards should be changed. They are convoluted
 and are difficult to understand and follow. For example, a
 different standard entries for a book that is in a brick and
 mortar library from the standard for the same book in an
 online library has no basis in logic and is therefore
 ridiculous on its face. Keep in mind, too, that few
 genealogists are professionals and will not be publishing.
 For those who do publish, the publishers' audience is
 not the same as those for publications of others types of
 research. The standard should always be to make certain
 citations are easily understood by the audience, as that is
 the essence of communication.
 
 Elizabeth Richardson
 researching the descendants of William and Sarah
 (Patterson) Thompson
 
 
 - Original Message - From:
 [EMAIL PROTECTED]
 To: LegacyUserGroup@legacyfamilytree.com
 Sent: Sunday, December 07, 2008 2:19 PM
 Subject: RE: [LegacyUG] Master Source Subsequent Citation
 Issue
 
 
  We could see this coming, and it is why I would
 imagine most are like me,
  and extremely selective as to which Source Writer
 templates are used. Mrs
  Mills has a lot to answer for!!
  
  
  Beyond a doubt, I do, Mr. Ferguson. g 
 However, I doubt that this will be
  one of those issues for which I will one day make
 atonement.
  
  Standard practices for citing subsequent sources
 existed long before
  _Evidence Explained._ I take no credit for inventing
 them--only for the
  labor of cataloging them in a genealogical context.
 Indeed, those standards
  existed long before the emergence of the great divide
 between lumpers and
  splitters.
  
  The crux of the problem is this: Every software
 program has its peculiarly
  distinctive architecture. Until common standards are
 followed by all of
  them, we wrestle with a common problem: What works for
 one program doesn't
  necessarily work for another. Beyond that, until that
 glorious day comes
  when peace, harmony, and total synchronization exists,
 we have a few other
  realities to live with:
  
  1. Standards for writing and documentation *do* exist
 for logical reasons,
  although it would be illogical to assume that everyone
 will automatically
  perceive all those reasons. Most of us learn their
 value the hard
  way--whether that be through time-consuming study or
 costly mistakes.
  
  2. Computers and software are tools to help us perform
 our tasks--whatever
  those tasks may be--according to the standards that
 exist for each task.
  
  3. If we believe that standards should change to fit
 every piece of
  software, then we're arguing for a morass in which
 there are no standards at
  all.
  
  
  Some studies have shown that most genealogists today
 have been doing
  genealogy for less than a dozen years. Even so,
 there are many who well
  remember the state of affairs in the early-to-mid 80s,
 when genealogical
  software allowed us no way to cite sources at all--no
 way, no place, no how.
  When we begged the designers for some way to do this,
 they, too, had trouble
  understanding those standards for writing and
 documentation we spoke of.
  Many a time, at one conference or another, they smiled
 at me so tolerantly
  before they tsked: Now, Elizabeth. Nobody cares
 about documentation--nobody
  but a few 'professionals' like you.
 (They even had this cute little way of
  saying professionals that made it sound
 like a 13-letter dirty
  word--apparently oblivious to the fact that even
 genealogists who help
  others with their research have private lives in which
 they research their
  own families.)
  
  Today, we are blessed that brilliant developers such
 as Geoff, and his
  counterparts at several other major genealogical
 software firms, not only
  realize why standards for research and documentation
 exist, but also are
  putting immense effort into figuring out how to make
 their programs produce
  those standards. Like all of us, their efforts are
 still a work in progress.
  Candid discussions in forums such as this, in which
 users share their
  experiences in using those tools, helps them greatly.
 Debating the
  intricacies of citation, the differences between
 sources, the ways both
  effect our analysis of evidence and the reliability of
 our data--these, too,
  help us toward

Re: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-07 Thread Elizabeth Richardson
You have so completely misunderstood my position on this subject. Ms Mills 
position seems to be that software will tell us how to write citations. That 
is dumbing it down. People ought to be able to think this stuff through. 
Name of document, author of document, enough additional information so that 
the next person can look at it too. Do you really need 5 screens of drop 
down menus to record this? Absolutely not! Each of us needs to be consistent 
in how we write sources because in that consistency is good communication. 
But beyond that, keep it as simple, though clear, as possible.


Elizabeth
researching the descendants of William and Sarah (Patterson) Thompson

- Original Message - 
From: Wynthner [EMAIL PROTECTED]

To: LegacyUserGroup@legacyfamilytree.com
Sent: Sunday, December 07, 2008 6:32 PM
Subject: Re: [LegacyUG] Master Source Subsequent Citation Issue


In other words... dumb it down; the same solution that has led to the 
collapse of the american education system.


Standards are standards because they do *not* change. One either tries to 
meet standards or one doesn't.


Those who try to meet the standards are called serious genealogists, those 
who don't are called hobby family historians.


I am sick unto death of the I want it all but I want it easy school of 
thought.



--- On Mon, 12/8/08, Elizabeth Richardson [EMAIL PROTECTED] 
wrote:



From: Elizabeth Richardson [EMAIL PROTECTED]
Subject: Re: [LegacyUG] Master Source Subsequent Citation Issue
To: LegacyUserGroup@legacyfamilytree.com
Date: Monday, December 8, 2008, 1:08 AM
Perhaps the standards should be changed. They are convoluted
and are difficult to understand and follow. For example, a
different standard entries for a book that is in a brick and
mortar library from the standard for the same book in an
online library has no basis in logic and is therefore
ridiculous on its face. Keep in mind, too, that few
genealogists are professionals and will not be publishing.
For those who do publish, the publishers' audience is
not the same as those for publications of others types of
research. The standard should always be to make certain
citations are easily understood by the audience, as that is
the essence of communication.

Elizabeth Richardson
researching the descendants of William and Sarah
(Patterson) Thompson


- Original Message - From:
[EMAIL PROTECTED]
To: LegacyUserGroup@legacyfamilytree.com
Sent: Sunday, December 07, 2008 2:19 PM
Subject: RE: [LegacyUG] Master Source Subsequent Citation
Issue


 We could see this coming, and it is why I would
imagine most are like me,
 and extremely selective as to which Source Writer
templates are used. Mrs
 Mills has a lot to answer for!!


 Beyond a doubt, I do, Mr. Ferguson. g
However, I doubt that this will be
 one of those issues for which I will one day make
atonement.

 Standard practices for citing subsequent sources
existed long before
 _Evidence Explained._ I take no credit for inventing
them--only for the
 labor of cataloging them in a genealogical context.
Indeed, those standards
 existed long before the emergence of the great divide
between lumpers and
 splitters.

 The crux of the problem is this: Every software
program has its peculiarly
 distinctive architecture. Until common standards are
followed by all of
 them, we wrestle with a common problem: What works for
one program doesn't
 necessarily work for another. Beyond that, until that
glorious day comes
 when peace, harmony, and total synchronization exists,
we have a few other
 realities to live with:

 1. Standards for writing and documentation *do* exist
for logical reasons,
 although it would be illogical to assume that everyone
will automatically
 perceive all those reasons. Most of us learn their
value the hard
 way--whether that be through time-consuming study or
costly mistakes.

 2. Computers and software are tools to help us perform
our tasks--whatever
 those tasks may be--according to the standards that
exist for each task.

 3. If we believe that standards should change to fit
every piece of
 software, then we're arguing for a morass in which
there are no standards at
 all.


 Some studies have shown that most genealogists today
have been doing
 genealogy for less than a dozen years. Even so,
there are many who well
 remember the state of affairs in the early-to-mid 80s,
when genealogical
 software allowed us no way to cite sources at all--no
way, no place, no how.
 When we begged the designers for some way to do this,
they, too, had trouble
 understanding those standards for writing and
documentation we spoke of.
 Many a time, at one conference or another, they smiled
at me so tolerantly
 before they tsked: Now, Elizabeth. Nobody cares
about documentation--nobody
 but a few 'professionals' like you.
(They even had this cute little way of
 saying professionals that made it sound
like a 13-letter dirty
 word--apparently oblivious to the fact that even
genealogists who help
 others

RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-07 Thread eshown
Thanks, Ron, for your insight--virtually all of which I agree with. We
obviously share a set of core values. As always, though, the devil in the
details. 

One of the fascinating things about genealogy--and one of its strengths,
IMO--is the extent to which its practitioners are drawn from so many other
fields. Taken together, the diversity of experience and expertise greatly
enriches our field. But, of course, that diversity causes us problems.
Professionals who write and do research, in whatever field, learn the needs
and practices of that field, including citation practices. As a result, many
who come into genealogy are dismayed to realize that scientific style
citations or MLA style, or legal style, or any of the others from other
fields, aren't considered standard in genealogy--simply because they can't
handle all our resources.  

Genealogists with a background in history do tend to have an easier learning
curve, documentation-wise, simply because genealogists and historians work
with the same sources. At least they do so long as they stay within the
confines of their previous bailiwicks in history. But when their family
research takes them into new types of sources, they often find that familiar
habits no longer fit the new materials. Definitely when they move into new
geographic areas, they have international and cultural differences to
content with--in both records and practices. That's all part of the learning
curve (and the fun :).

Against this backdrop, I'll respond specifically to several of your
observations:

 I expect you are aware that in GB there is no standardised method of
sourcing,

Ah, yes. I learned that lesson exceedingly well between January and June
1987. I'll relate the story, because it makes a clear point, I think, about
the direction in which our field is headed.  In January '87, as the incoming
editor of the _National Genealogical Society Quarterly,_ I inherited a
manuscript that my predecessor had accepted. The author was a highly
revered, internationally known, English genealogist. (Names aren't mentioned
here to protect the guilty.) The topic was the English roots of a
seventeenth-century Virginia colonist. The paper was about twenty pages
long. All text. Nary a footnote. Note that I just said the paper had already
been accepted by my predecessor, so we obviously can't say that American
standards were all that great in January '87. g

My predecessor had accepted the paper solely because of the reputation of
the English genealogist. My predecessor's background, I've been told, was
the State Department, where reputations carried a lot of weight. However, my
background was history and I was all too aware of the disrespect American
genealogy had earned among historians for 100 years--totally because of our
haphazard standards. As NGSQ's new editor, I set the same standards for the
journal that I had to meet in publishing within the field of history: most
specifically, acceptable documentation for every assertion. 

Ah, how quickly I was instructed by our English writer in the differences
between American and British documentation practices!  *He* was a renowned
authority. His expertise was solid. His judgment was accepted everywhere.
And I was both an upstart and an imbecile for questioning his sources.
Eventually, I persuaded him to humor our disrespectful American ways. After
some weeks, I was informed that he had wasted six hours adding the eleven
notes he now submitted for his twenty pages, and he intended to waste no
more time. He and the Jamestowne Society, I was informed, expected NGSQ to
publish his manuscript precisely as it was. Indeed, before that
British-American confrontation ended, both he and the Jamestowne Society
expected NGS to get itself a new editor. Unfortunately for international
relations, NGS didn't; and NGSQ did not publish the paper. 

The salient point here is this: when you say in GB there is no standardized
method of sourcing, I would smile and add the word yet between is and
no, because I'm looking at the wonderful progress that *has* been made in
British documentation practices since 1987. You--and this list--are proof of
that.

I do, in fact, credit our genealogical software, not NGSQ, with creating
that progress. Sure, NGSQ has, in my totally biased view, made a significant
impact on all areas of genealogical research and analysis here in the U.S.
But the software programmers who have recognized that standards are just as
important in research as they are in programming are the ones who are
reaching the millions of newcomers to genealogy worldwide. It's also their
forums, such as this, in which all researchers who understand why sound
evidence is important are conveying that message to the newcomers. They, and
all of you, are truly educating our field.


i) The recording of sources must be clear.
ii) They must be reproducible ie. others must be able to find them.
iii) They must lead to the conclusions derived.

All these points are correct, of 

RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-07 Thread eshown
Elizabeth Richardson wrote:
 People ought to be able to think this stuff through. 
Name of document, author of document, enough additional information so that 
the next person can look at it too. Do you really need 5 screens of drop 
down menus to record this? Absolutely not! ... keep it simple, though
clear...

Elizabeth, I totally understand your sentiment here. When I use software and
I'm faced with five screens of drop-down menus, my tolerance gets tested,
too.

Still, the problem with the keep it simple concept in genealogy is that
the records we use *aren't* simple--unless we're simply citing a plain ol'
book. Worse, all the sources we use absolutely defy everybody's efforts to
make them simple. There are an infinite variety of types out there. The
essentials for one type often are not the same for the next type. If we work
primarily in a specific set of resources, simplifying those seems doable. If
we work primarily in a specific region, we develop for ourselves what seems
to be a simple of principles. But the wider net we cast for records, as our
experience and needs and families expand, the more we are absolutely
smackgobbed by how UNsimple it all becomes. 

Let me give you a bit of perspective here, from the experience that went
into EE--across 10 years of trying to reduce thousands of variants into as
few patterns as possible. 

EE has twelve chapters that center upon source types (the other two
chapters, at the beginning, cover fundamental principles). Starting with
Chapter 3, Archives and Artifacts, I worked my way through several dozen
types of archival materials and artifacts owned by families, trying to take
the long-established principles and tailor them into a basic structure that
would work with everything. Eventually, I came up with a few basic patterns
that did work for all.

Then I started Chapter 4, Business and Institutional Records, addressing all
the different types that genealogists had asked for help on across the past
decade. Who. That was a rude awakening. The few basic patterns
that worked for Archives and Artifacts couldn't handle many of the business
and institutional records. That meant Chapter 3 had to be worked through
totally again, to create patterns that would work for both categories of
records.

Then came Chapter 5, Cemetery Records. [EMAIL PROTECTED]*()_+!  The same thing
happened again. For cemeteries, we have other needs. So, back to the drawing
board it was, for Chapters 3, 4, and 5.

That process repeated itself almost full time for three years, as I worked
through the records of local courts, who organized their materials
differently from state-level and national courts, who organized their
materials differently from those in England or Australia. Through census
records, which was another wild set of variants depending upon whether one
cited U.S. federal population returns or state-level censuses in different
types of custody or U.S. Native American tribal censuses which are accessed
in a totally different way from the population returns. And then through
licenses, and registrations, and rolls of all types in all sorts of
arrangements in all sorts of places, and vital records, and plain-vanilla
publications vs. legal works that are cited differently vs. published
government documents which have an entirely different set of parameters. 

And then there's all those considerations about whether we are using
Ancestry images vs. databases--so critical to our analysis of the data we
are using. And whether we use this set of microfilm that did selective
filming as compared to that set of microfilm that's covers all the record
set--even though the two carry the same title. Or whether we use so-and-so's
CD that seems to offer the same as the website of similar name but one's a
transcript and one's abbreviated abstracts.  c c c!  

Was all this necessary? Obviously, I think so--based on the circumstances
that led to it.

In 1979, I did an article on source citation for the _Genealogical Helper,_
covering about a dozen types of basic sources, following Turabian which most
history grad students get to know quite well. The late Richard Lackey felt
that little article didn't suffice and that much more explanation was
needed; so he did a wee book that was still about 10 time longer and offered
a dozen and a half source categories, with explanations. Then he promptly
died and left U.S. researchers for 15 years saying Help! I'm using this
source that isn't in _Cite Your Sources!_ How do I cite *this*?

The result in 1997, was my little _Evidence!_ with 103 source types, all
neatly laid out in clean grids with no caveats about nitpicking differences
to bog anybody down. Just about as simple a format as possible to satisfy
the demand. Some people groaned at the idea of 103 different ways to cite
sources. Others then spent 10 years writing me, calling me, and posting
messages on hundreds of forums saying, Help! I'm using this source that
isn't in _Evidence!_ So how do I 

RE: [LegacyUG] Master Source Subsequent Citation Issue

2008-12-07 Thread Kirsten Bowman
Elizabeth (Richardson):

I don't think there *is* a different standard for citing a published book in
a brick and mortar library and the same book that's digitized online.  For
my own convenience I do note the website or library where I found it, but I
don't believe that that information is part of a standard citation.  There
*would* be a difference, however, if the online version happened to be a
transcription rather than digitized images--then it's a whole different
ballgame.

Kirsten

-Original Message-
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] Behalf Of
Elizabeth Richardson
Sent: Sunday, December 07, 2008 5:08 PM
To: LegacyUserGroup@legacyfamilytree.com
Subject: Re: [LegacyUG] Master Source Subsequent Citation Issue


Perhaps the standards should be changed. They are convoluted and are
difficult to understand and follow. For example, a different standard
entries for a book that is in a brick and mortar library from the standard
for the same book in an online library has no basis in logic and is
therefore ridiculous on its face. Keep in mind, too, that few genealogists
are professionals and will not be publishing. For those who do publish, the
publishers' audience is not the same as those for publications of others
types of research. The standard should always be to make certain citations
are easily understood by the audience, as that is the essence of
communication.

Elizabeth Richardson
researching the descendants of William and Sarah (Patterson) Thompson







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