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Master Source List


What is Included in the List?
The Master Source List shows all the sources being cited by any piece of information in your Family File.  If a source is referenced from more than one place, only one copy is recorded in the Master Source List and all references point to this one master copy.  The line showing in the Master Source List is the source name.  Lines with a small bullet at the beginning, are sources created in the SourceWriter system.  Lines without bullets are from the Basic citation system.

 
The Master Source List is reached by clicking Cite a Master Source on the right side of the Assigned Sources window.  (The Assigned Sources window is displayed by clicking the Sources icon on the Information window or the Husband or Wife box on the Family View or the Pedigree View.)  The Source List is also available by choosing Master Lists / Source from the View tab of the Ribbon bar.

Showing Source Details
Below the source name list, the details of the source are shown.  This includes the Title, Author, Type, Publication Facts and the source text.  As you move the highlight bar up and down in the list, the details for the current line are shown.  You can look at the specific entries by clicking on the appropriate tabs.  The Output tab shows how the source will print on a report.

Selecting a Source 
To select a particular master source, highlight the desired line and click Select, or double-click on the line.  (If you displayed the master source list using View > Master Lists > Source, the Select button is not available and reads Close instead.)

Adding a New Master Source

To add a new source:

1. Click Add.  The Add a New Master Source window appears.  (For more information on filling in this window, see Define or Edit a Source.)
2. Fill in the source definition.
3. Click Save.

Editing a Master Source

To edit an existing source:

1. Highlight the source entry you want to change.
2. Click Edit.  The Define/Edit Source Listing window appears.  (For more information on filling in this window, see Define or Edit a Source.)
3. Make the desired changes to the source definition.
4. Click Save.

Deleting a Master Source
If a master source is currently being cited by one or more events in your family file, clicking Delete (from the submenu that shows when you click the Options button), displays a message indicating that the source is currently being used.  If you would like to see a list of the people using the source, click Yes.  Once the list is displayed, if you really want to delete the source click Delete this Master Source and All Citations to it.  (See Who is Using This for more information.)  (To delete a reference to a master source, see the Removing A Source Citation subheading of the Citing the Sources of Your Information topic.)  If there is no one using the master source, you are allowed to delete the entry using Delete.

Verifying Your Sources
When you are entering information into your family file and documenting where the information came from, you generally know if the sources are valid or not.  However, if you import information that other people have put together, you have not had a chance to check out the sources.  It is advisable to do so.  The Verified column on the Master Source List is used to mark the sources you have confirmed and is a good way to keep track of your progress in making sure you have reliable documentation for all of your information.

To put a checkmark in the Verified column, simple click in the empty box in the "V" column for the appropriate master source.  (There is also a Verified column for Source Citations that is used for the same purpose, to verify the validity of each citation to a master source.)

Other Options
Clicking Options brings up a shortcut menu where you can choose to:

Delete Master Source
Deletes the source from the master list if it is not being used in the family file.
Tag/Exclude
Brings up the Tag/Exclude Option window where you can quickly set or clear all general source or report exclusion tags.
Change Surety Settings
Changes the Surety setting for all citations that use this master source.
Combine Duplicates
This option combines any sources that are identical in every way.
Purge Unused Sources
This option removes any master sources that are not being cited from anywhere in the entire family file.
Import Lists
From here you can import various lists from other family files.  These include Locations, Surnames, Event Types, Temples, Marriage Status, Source Types, Child Status, Picture Locations and other Master Source Lists.
Print
Lets you print either a list of all the Master Sources or a Source Citation List that shows every individual and marriage that cites each source.
Zoom
Lets you vary the font size of the master source name list.
Options for Non-Sources
Only true source information belongs in the Master Source List.  Oftentimes, when you receive information from other people, you find sources containing things that really belong in the Notes fields.  This helpful feature automatically moves non-source entries into the notes for the individuals they belong to.  (See Moving Non-Sources Out of the Source List for more information.)

Show List
To display a list of all the people who use a particular master source, highlight the source and click Show List…

Tagging a Source
You can tag individual source lines in the Master Source List by either double-clicking in the Tag column of the desired source line or by clicking in the line to highlight it and then selecting the Tag checkbox in the lower left corner.  When a source line is tagged, an X appears in the Tag column.  The tags can be used to limit the included sources when printing a Source Citation Report.  You can also filter the Master Source List down to just show the tagged sources by selecting the Only Tagged checkbox under the Help button.

Excluding a Master Source from Reports
If you don't want a specific source to be included on a report, highlight the source name and then check the box at the bottom of the window entitled: Excl this Source from Reports.

Combining/Merging Sources
If you find that you have two sources in your master list that are really the same, you can combine them into one.  To do this:
1.  Highlight the source you want to change by clicking on it.
2.  Click Map Highlighted Source to Another in List… at the bottom right.  
3.  Highlight the source you want to merge into  by clicking on it.
4.  Click the button again, which now reads Highlight Destination Source, then Press this Button.  
The first source will be removed and all citations to it will then point to the second source.

Note:  Only Basic master sources can be merged with other Basic master sources.  You cannot merge a Basic master source with a SourceWriter template master source.  When merging SourceWriter template master sources, you can only merge two source that are using the same master source template. 

Copying Source Citations to Paste Elsewhere
If you want to copy a generated source citation to paste into an email or document, you can highlight the citation on the Output tab and press Ctrl-C on your keyboard to copy it to the Window clipboard.  You can then use Ctrl-V to paste it anywhere you want.

Searching for a Specific Source
If your list of master sources is extensive, you may find a need to search the list for a specific entry.  To do this:

1. Click in the Find box above the grid to place the insertion point there.
2. Type the text you want to find.  This should be the beginning of the Long Description of the source.  As you type, Legacy will display the closest matching line in the grid window.


See Also: Citing the Sources of Your Information
   Define or Edit a Source Citation
   Source Detail
   

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