GENBOX-L Archives

Archiver > GENBOX > 2003-10 > 1066668952


From: "Paul J. Harris" <>
Subject: RE: [GENBOX] Source Template
Date: Mon, 20 Oct 2003 12:55:52 -0400
In-Reply-To: <CHEMKKAJHOKJPIEOPLKDGEBLELAA.clcasper@sprynet.com>


Cheri,

What Debbie is talking about here is the DEFAULT name for a NEW source of a
specific type (TEMPLATE). On the Source Template View, Notes Tab, there is a
field where you can define the DEFAULT name using codes for the data entry
fields of the source and hard coding. This can save time when your naming
convention includes the data fields in the source and add consistency to
Source Names.

Here's what online help says:

Default Name
Each Sources record added on the Sources View needs to a have a name that
will be used within Genbox. The name should clearly identify the record. A
consistent naming system for your source records should also be used, so
that it will be easier to find records when you want to reference them. The
Default name box on this page is for entry of a template that will be used
to name Source records. With a template defined, you can enter the other
data fields on the Sources View, and the name will automatically be
assigned, based on the data.

For example, suppose you want your names to begin with the source template
type, then be followed by the title of the document. The special keyword
[TEMPLATE] can be used to refer to the shortened form of the template name.
The template would be:

[TEMPLATE]: [DOC TITLE]

For other source template records, it could be that the subject is more
important than the title, as on census documents. The template on those
records would be:

[TEMPLATE]: [DOC SUBJECT]
=====================================================

A good example of how I use this is for the Social Security Death Index. The
Default Name Template I use is:

[TEMPLATE]: [DOC QUALIFIER] [DOC SUBJECT]

[DOC QUALIFIER] is where I enter the SS#
[DOC SUBJECT] is where I enter the person's name

When I create a NEW source and apply the SSDI Template, as I start entering
the SS# and name of the person, they begin to appear above in the Source
Name field. The final result looks like:

SSDI: 385-03-5518 Clifford VanAuken

This feature allows you to FORM the Source Name using the data fields. What
Debbie was trying to do is have the Author's last name ONLY appear, instead
of the full name as she enters the Author in the Author field. There is no
code that I know of that will extract just the last name, so her best bet
for now is probably to let it fill in the whole name, then simply delete the
other names. At least it automatically formatted the parentheses for her.

Paul

-----Original Message-----
From: Cheri Casper [mailto:]
Sent: Monday, October 20, 2003 11:56 AM
To:
Subject: RE: [GENBOX] Source Template


Debbie - Are you wanting this for Pick Dialog purposes? If so, just enter
the information as you want it in the Name Field at the time you create the
source. By entering PER: Daughters of Robert Burton (Hatcher) that is what
will display on the Source Pick Dialog. I haven't monkeyed with any of the
templates in this regard and am not even sure that I understand what the
Default Name on the template is in the first place, but I certainly know if
you want to see PER: Daughters of Robert Burton (Hatcher), just enter that
in the Name Field. I don't see the necessity of changing the Template when
you can "code" the Name for Pick Dialog purposes in any manner you want at
the time you create the source.

CheriC



-----Original Message-----
From: Debbie Wesley [mailto:]
Sent: Sunday, October 19, 2003 6:15 PM
To:
Subject: Re: [GENBOX] Source Template


Thanks to all for your replies. It is rare that I get so much time to spend
on cleaning up my data but I have been under the weather this week-end and
spent most of my day on the sofa.

On the Source Templates View on the Notes tab is the field "Default name"
which allows one to set a template for the name of the source. For "Article
in Periodical" the preset Default Name is:

[TEMPLATE]: [DOC TITLE] which gives me
Article in Periodical/Journal: Were the 'Daughters of Robert Burton of
Sussex County, Deleware, Really the Daughters of Comfort (Bagwell)
Leatherbury?

I would prefer it to be:

PER: [DOC SHORT TITLE] <([DOC AUTHOR])> which right now yields
PER: Daughters of Robert Burton (Patricia Law Hatcher, CG, FASG)

What I really want it to be is:

PER: Daughters of Robert Burton (Hatcher)

but to do this I would need a code such as [DOC AUTHOR LAST]


----- Original Message -----
From: "Cheri Casper" <>
To: <>
Sent: Sunday, October 19, 2003 7:34 PM
Subject: RE: [GENBOX] Source Template


> I'm not sure I understand what you are doing here. The author's name goes
> into the appropriate field when you create a source. Are you creating a
> unique Source Template for a book and then using that template to build a
> source? If so, that seems like an unnecessary step. As for journal
> articles, if you are creating a Template for a given source (arguendo,
let's
> say NGS Quarterly), again you don't need to do that. In that case you
make
> the NGS Quarterly a higher source and make specific issues/volumes lower
> sources. It is at the lower source level that you would add the author's
> name.
>
> CheriC
>
> -----Original Message-----
> From: Debbie Wesley [mailto:]
> Sent: Sunday, October 19, 2003 9:03 AM
> To:
> Subject: [GENBOX] Source Template
>
>
> In creating the Default Name in the Source Template I would like to
include
> the surname of the author for books and journal articles. Is there a
> template code that would pull only the surname instead of the full author
> name?
>
>
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go
> to:
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>
>
>
> ==== GENBOX Mailing List ====
> To join this list, send an email to with the
word "subscribe" as the subject line. Then email your messages to
and they will appear on this list.
>
> ==============================
> To join Ancestry.com and access our 1.2 billion online genealogy records,
go to:
> http://www.ancestry.com/rd/redir.asp?targetid=571&sourceid=1237
>


==== GENBOX Mailing List ====
To join this list, send an email to with the
word "subscribe" as the subject line. Then email your messages to
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==============================
To join Ancestry.com and access our 1.2 billion online genealogy records, go
to:
http://www.ancestry.com/rd/redir.asp?targetid=571&sourceid=1237


==== GENBOX Mailing List ====
To join this list, send an email to with the
word "subscribe" as the subject line. Then email your messages to
and they will appear on this list.

==============================
To join Ancestry.com and access our 1.2 billion online genealogy records, go
to:
http://www.ancestry.com/rd/redir.asp?targetid=571&sourceid=1237

This thread: