If I cannot edit source fields from Edit Citation, then it’s essentially impossible for me to be source splitter in RM8.
I do realize that RM8’s reusable citations make it much less necessary to become a source splitter than it was in previous versions of RM. But I have over 80,000 citations that are already completely split. Such citations have to be accommodated somehow or other when I covert to RM8. I had been long planning to do a massive and SQLite assisted conversion to not being a complete source splitter after converting to RM8. But I had second thoughts after seeing a video about an easy way to do sources and citations in RM8.
The video was by the Family History Fanatics who happen to be big fans of RM. What they were doing in their video was copying citations out of Web sites such as familysearch and ancestry and pasting them directly into RM8 as completed footnotes with no division into a source part and a citation part. They advocated their procedure as an easy way to do sources and citations.
I have long thought the footnote = source + citation model is pretty obsolete, but that is inherently how GEDCOM and lots of genealogy software generate footnotes. However, the online sites seem to be moving more to model where the source is represented by an undivided footnote as the citation and by an image file. I really like that model.
The undivided footnote plus image file is the model I use, where every footnote is undivided and is stored in RM’s and GEDCOM’s source field and is accompanied by an image file. When I first started doing sources this way, I used RM’s free form template. I put the completed footnote into the footnote field, I left the page number field blank, and I attached a media file to every master source.
I quickly realized that I could accomplish the same thing and standardize my footnotes at the same time by developing source templates in RM that placed all the data in the master source. RM will export such citations by putting the entire citation in the footnote field and by leaving page number blank. That’s the same thing the Family History Fanatics video talked about and that’s more or less the same thing the online sites do. This model really transfers extremely well between different software and I find it very easy to understand and use.
Such citations can be as Evidence Explained compliant as you wish. Indeed, you can take any RM source template, make a copy of it, and change all the fields to be source fields. Doing so will not change any of your footnotes at all. If they were EE compliant before the change, they will still be EE compliant after the change.
So where does that leave me? When I go live with RM8, I’m going to remain as a source splitter, at least for the time being. I’m going to prepare all my new footnotes by copying an existing source to make a new source. The source I copy will be as similar as possible to the new source I need to make. I will go to the Add Citation window to create a new citation and immediately back out to Edit Source panel. I hate to back out, but I have to because RM will not let me update the source fields from the Add Citation widow. In the Edit Source panel I will change any necessary data to the source fields and link in the image. I will memorize the newly made citation. Only then will I go into Edit Person to paste the newly memorized citation as needed. And believe it or not, I’m actually getting pretty close to going live with RM8.
What I’m doing may sound hard or convoluted, but it’s really pretty easy. It is actually much easier to work under Source => Citation to create the new citation and its footnote in RM8 than it is to do the same task from within the Edit Person screen itself. You have fewer levels of sliding panels in Source => Citation than if you do the same thing inside of Edit Person and the process is much easier to manage.
I only wish that RM8 didn’t fight with me so much about certain source and citation issues. Those issues include not being able to update the source fields in the Add Citation window, not being able to run the Edit Citation process in a window instead of in a panel, keeping the source panels inside of Edit Citation closed instead of leaving them open after I open them, and requiring an extra click to do a paste to be able to select Paste/Reuse.