Handling Source Citations

Handling Source Citations

The Source Citations option allows users to add or extend their source metadata and source citation templates without needing to modify their GEDCOM file or their original database. This is useful for users whose favorite genealogy editing application does not support these features and for users whose genealogy application may export metadata, but not templates. users can use it to add reusable formatted source citations for their blog posts.

"Source Citations Index Page"
Source Citations Index Page

The option supports several methods for adding and formatting your source citations. You can use this option to add a new source (as is needed with Innuendo) and define all of its citation elements including the Source Id, or your can modify any existing source already present in your exported GEDCOM file (as is the case for Gigatrees) by referencing that source's Record Id. Gigatrees will automatically read all of the source citation metadata from your GEDCOM file including the standard GEDCOM fields for Author, Title, Short Title, Publisher, and Date. It will also read many vendor specific metadata fields including those defined by . Any source citation metadata fields not already defined in your GEDCOM file can be set using this configuration option. You can choose to rely on the default source citation templates shown below, or define your own templates using a fairly standard templating syntax for the Source Citation, Footnote, Short Footnote and Ibid Footnote. If you prefer, you may enter free-form source citations directly into the templating fields, eliminating the need to enter the citation elements separately. This is convenient for use with many online source providers like .com or .org where they often provide free-form source citations for you.

"Source Citations Option Page (top)"
Source Citations Option Page (top)
"Source Citations Option Page (mid)"
Source Citations Option Page (mid)
"Source Citations Option Page (bottom)"
Source Citations Option Page (bottom)

The source citation element fields provided with this option include: Jurisdiction, Collection, Author, Supplemental Authors, Title, Subtitle, Volume, Page Range, Format, Section, Publication Location, Publisher Name, Publication Date, Website Owner, Website Title, Website URL, Access Date, Record Type, Record Title, Record Page Range, Record Item of Interest, Record Date, Detail, Repository Locator, Repository and Original Source.

The list provide does not include every possible metadata field , so for specializations, it may be necessary to commandeer an element for another use. For instance if you are creating a Census template and need an element to indicate "enumeration district", you may want to use Collection since that element would not normally apply. Every element is a simple text string, so as long as your template matches your elements, the names of the elements do not really matter. I have tried to provide a comprehensive, but not exhaustive, set of options.

In addition to the elements listed above, Gigatrees supports additional fields that may exist in your database including: Series, Society Info, Supplemental Author Role, Creator, Compiler, Database Title, Media, Edition, Website Creator, Periodical, Type, Remarks and Annotation. For source references, the RefPage and Quotation elements are also supported. These can all be used in your templates, even though they do not appear in the configuration dialog.

The four templating fields all use the same templating syntax.

The Source Citation template field is used to define the format for the source citation that will appear when viewing a source or hovering your mouse over a source reference. The default template was designed to include all supported source citation elements as optional. You only need to define a new Source Citation template if the default template does not meet your needs. The default template is as follows:

{%Jurisdiction%}{, %Series%}{, %SocietyInfo%}{, %Collection%}{, %Author%}{, %SuplAuthor%}{ (%SuplRole%)}{, %Creator%}{, %Compiler%}{, "%DatabaseTitle%%Title%: %Subtitle%"}{, vol. %Volume%}{, pp. %PageRange%}{, %Format%}{, %Media%}{, (%PubPlace%: %Publisher%, %PubDate%, %Edition%)}{, %WebsiteOwner%}{, %WebsiteCreator%}{, <em>%WebsiteTitle%</em>}{ (%WebsiteUrl%: accessed %AccessDate%)}{, %Periodical%}{, %Section%}{, %Type%}{, %RecordType%}{, "%RecordTitle%"}{, pp. %RecordPageRange%}{, %ItemofInterest%}{, %RecordDate%;}{ p. %RefPage%}{, <br/><em>"%Quotation%"</em>}{, %Remarks%}{, %Annotation%}{, %Detail%}{, %RepositoryLocator%}{, %Repository%}{, Original data: %Original%}.

The brackets "{" and "}" are used to delimit conditional statements and the percent symbol "%" is used to delimit source citation elements. If none of the the source citation elements specified within a conditional statement are defined, the entire conditional will be discarded. Text and HTML may be included as we see here.

The Footnote template field is used to define the format for the source citation that will appear when sources are shown as footnotes. This template will only be used for the first footnote referencing that particular source. The default template is identical to that of the Source Citation template.

The Short Footnote template field is used to define the format for the source citation that will appear for subsequent footnotes referencing that particular source. The default template is as follows:

{%Jurisdiction%}{, %Series%}{, %SocietyInfo%}{, %Collection%}{, %Author%}{, %SuplAuthor%}{ (%SuplRole%)}{, %Creator%}{, %Compiler%}{, "%DatabaseTitle%%Title%"}{, vol. %Volume%}{, pp. %PageRange%}{, <em>%WebsiteTitle%</em>}{, %Periodical%}{, %Section%}{, "%RecordTitle%"}{, p. %RefPage%}{, <em>"%Quotation%"</em>}

The Ibid Footnote template field is used to define the format for the source citation that will appear for "ibid" footnotes. The default template is as follows:

{(p. %RefPage%)}{ <em>"%Quotation%"</em>}
The Ibid Footnote template will be immediatelty preceded by the word ibid., so it should not be included in the template.

Creating source citations templates is more art than science. Elizabeth Shown Mills' book, Evidence Explained provides some ready examples [1]. Below I provide several of her examples translated into Gigatrees templating sysntax to show how easy it is to do.

Source Citation  = "%Collection%." %Format%. %WebsiteOwner%. <i>%WebsiteTitle%</i>. %WebsiteUrl% : %AccessDate%.
Footnote         = "%Collection%," %WebsiteOwner%, <i>%WebisteTitle%</i> (%WebsiteUrl% : accessed %AccessDate%), %Format%, "%Title%," p. %RefPage%; crediting "%Original%."
Short Footnote   = "%Collection%," <i>%WebisteTitle%</i>, "%Title%," %RefPage%.

Source Citation  = %WebsiteOwner%. <i>%WebsiteTitle%</i>. %Format%. %WebsiteUrl% : %AccessDate%.
Footnote         = %WebsiteOwner%, <i>%WebisteTitle%</i> (%WebsiteUrl% : accessed %AccessDate%), %ItemOfInterest%, cititing %Original%.
Short Footnote   = <i>%WebisteTitle%</i>, %Format%, %ItemOfInterest%.

Source Citation  = %Jurisdiction%. %Collection%. %Section%. %RecordTitle%. %PubPlace%: %Publisher%, %PubDate%.
Footnote         = %Collection%, %Jurisdiction%, %Section%, %Volume%, %RecordPageRange%, %ItemOfInterest%, %Detail%, %RecordTitle%.
Short Footnote   = %Collection%, %Jurisdiction%, %Section%, %Volume%, %RecordPageRange%, %ItemOfInterest%, %Detail%.

Source Citation  = %Jurisdiction%. "%Title%". %Type%. %WebsiteOwner%. <i>%WebsiteTitle%</i>. %WebsiteUrl% : %AccessDate%.
Footnote         = %Jurisdiction%, "%Title%," %Type%, %WebsiteOwner%, <i>%WebisteTitle%</i> (%WebsiteUrl% : accessed %AccessDate%), %ItemOfInterest%; citing %Original%.
Short Footnote   = %Jurisdiction%, "%Title%," %ItemOfInterest%.

Source Citation  = %Jurisdiction%. %Collection%. %Repository%. %Format%. %WebsiteOwner%. <i>%WebsiteTitle%</i>. %WebsiteUrl% : %AccessDate%.
Footnote         = %Jurisdiction%, %Collection%, %Section%, %RecordTitle%, %RecordPageRange%, "%ItemOfInterest%," %RecordDate%; %WebsiteOwner%, <i>%WebisteTitle%</i> (%WebsiteUrl% : accessed %AccessDate%).
Short Footnote   = %Jurisdiction%, %Collection%, %Section%, "%ItemOfInterest%."

Source Citation  = %Author%. "%Title%: %Subtitle%." <i>Collection</i> %Volume% (%PubDate%). %Format%. %WebsiteUrl% : %AccessDate%.
Footnote         = %Author%, "%Title%: %Subtitle%," <i>Collection</i> %Volume% (%PubDate%), %Format%. (%WebsiteUrl% : accessed %AccessDate%), ItemOfInterest.
Short Footnote   = %Author%, "%Title%, %ItemOfInterest%.

Source records can be referenced from any blog post or note field found in your GEDCOM file (inclusing embedded notes) using embedded reference shortcodes. Shortcodes are in the form of {ref:id[#page][@description]}. The brackets "[" and "]" indicate optional components. The "id" is the Source Id of the source you want to reference. An example of the simplest reference is {ref:S1}, where the Source "Title" element will be substituted for the shortcode. To specify a page number you would use {ref:S1#33}. When the page number is specified in this manner, it will be used for the RefPage source citation element in the template. For Gigatrees users, if there is a matching page number in the source, and there is a source quotation for that page, it will be used for the Quotation source citation element in the template. To provide an alternate description (instead of the source's title) in context for the shortcode you could use something like {ref:S1#33@his census record} or {ref:S1@obituary}.

Both applications include a sample configuration file (sample.xml) that can be loaded, viewed and launched to generate a blog. The blog will include a post that demostrates the use of source citations among other things.

"Sample Source Reference"
Sample Source Reference
"Sample Source Reference Footnote"
Sample Source Reference Footnote

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