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Source Options (Customize)


 
The Source options can be set by choosing Customize from the Options tab on the Ribbon bar and then clicking on  7. Sources in the Panel.  (See Customize Options for a summary of the customization options.)

7.1 Source Entry System
You can choose to use the Basic Source System or the SourceWriter System when you add new source citations.  This selection determines which system is used when you Add a New Source.  Note, however, that you can switch to the other system from either of the Add a New Master Source windows.  If you would like to be asked which system to use each time you add a new source, select the Basic Source System and then choose the Ask which system to use when adding option below it.

7.2 Master Sources Defaults
You can set the default regarding whether or not to include the master source text and comments on reports.  You may also choose the default setting for printing these the first time the source is printed or each time it is printed.  You can change all the settings on all of the master sources to those you have selected here by clicking the appropriate Apply button.

7.3 Source Detail Defaults
Sets any of five default settings concerning the inclusion of source citations, source details, and source detail text and comments on reports, and whether the source has been verified.  You choose the default setting for:
Including source citations on reports
Including source details on source citations on reports
Including source detail text on source citations on reports
Include source detail comments on source citations on reports
Default to source is Verified on Source Detail screen
Source Surety (See Source Detail for more information)

If you want to apply a setting you have selected to all your detail source citations, click the Apply button to the right of the setting.

7.4 Source Clipboard - Prompt for Detail
If you would like to be prompted for the Source Detail each time you add or select a master source while entering a citation, choose Default to ON.

7.5 Source Clipboard Capacity
Normally you only have one source on the Source Clipboard at a time.  However, you can have up to five - and paste them all at once.  Select your choice of either limiting the clipboard to one citation or up to five.  See Source Clipboard for more information.

7.6 AutoSource
By default, Legacy reminds you to assign a source to all the records during an import.  If you would like to turn this reminder off, remove the check from this box.  (See AutoSource for more information.)

7.7 Source List Name
If you would like to include the Source Name field as part of the printed source citations on reports, select this checkbox.  This applies to Basic-style sources only.  Normally the Source Name field is only used in the Master Source listing and is not printed on reports.

7.8 Citation Formatting
Use the abbreviation "ibid." in source citation lists to indicate that a particular citation is the same as the previous one but with different detail.  This applies to Basic-style sources only.  

7.9 RTF Citation Style
You can choose to Use linked footnotes and endnotes or Use unlinked citations when generating a report to RTF output.  

Linked citations, which can be either footnotes or endnotes, automatically link the citation superscript numbers in the text to the source citation at the bottom of the page or at the end of the report.  If you double-click a citation number when you have the report loaded into your word processor, you are taken to the linked citation text.

Unlinked citations (which were the only choice in Legacy before version 7) simply show a superscripted number in the report text where you are citing a source, and the actual source citations are at the end of the report.  There is no automatic linking between the citation numbers and the citation text.  

The advantage of linked footnotes or endnotes is that you can quickly jump to a citation from the citation number.  The disadvantage to the linked citations is that it is impossible to combine duplicate citations and thus you can end up with citation after citation that are identical.  Unlinked duplicate citations, however, can be combined by Legacy before creating the report output.  This can save a lot of space.  The disadvantage of course, is that there is no linkage between the citation numbers and the citation text, and you can only produce endnotes - not footnotes.

7.10 Citation Placement on Event Sentences
Event sentences have the option of having notes and source citation numbers added to them when printing reports.  This option gives you the choice to have these two items added in the order you desire.  Choose either Sources/Notes, or Notes/Sources.

Changing the Settings Back to Their Default Values
To change the customize options back to their default settings, you can do any of the following:

To change all the options in all the sections back to their defaults, click the Options for Default Settings button at the bottom of the window.  This give you several options:
Reset to User-Defaults
Reset to Legacy-Defaults
Save ALL current settings as User-Defaults
Save current GLOBAL settings as User-Defaults
Save current Family File settings as User-Defaults

The first two options allow you to reset all the options to either the original, Legacy-defaults that came with the program, or to the User-defaults that you have previously saved.

To change all the options on the current tab only, right-click the section title at the top of the scrolling list of options.  For example, right-clicking on Date Formatting at the top of the Dates section asks you if you want to Reset this tab to the default values?

To change the options in a specific box only back to either the Legacy defaults or as User-defaults, right-click on the box subtitle.  For example, on the Date section, the first box is named Dates Displayed As.  Right-clicking on this subtitle asks you if you want to either Reset to User-Defaults, Reset to Legacy-Defaults, or Save settings as User-Defaults.

Saving Your Settings as Future Default Values
You can save the option settings you have selected to be future User-Defaults.  

To save all the options as either global- or family file-defaults, click the Options for Default Settings button at the bottom of the window and choose the appropriate Save... option.

To save the options in just the current section, click on the section title at the top of the screen and choose the appropriate Save... option.

To save just the options in a specific sub-section, click the sub-section title and choose the appropriate Save... option.


For information on the other sections in the Customize area, see:
General Settings
Data Entry and Edit
Data Format
Data Defaults
Dates
Locations
View
Colors
Fonts
Launch
Other Settings

(See Where to Find an Option for a complete, alphabetized list of each available option and where to find it.)


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