Hi forum,
What’s the best way to reuse a source, but for different people while allowing for individual notes that don’t show up on all the other people’s source or fact?
For example:
Person 1 has a probation record entered as a source for them.
In that probation record, there are several people mentioned. Some living, some not.
In terms of creating more legible reports as well as ‘cleaner’ more standardized GED files…is it generally considered better to go into the Source > Citation, click on the source in question (the probation record in this case) and then click the ‘Citation Used’ field and add in the other person(s) and the respective event (i.e. a residence, a date of death, etc). And then add an individual (not shared) Note in that other persons Fact (even though that Fact might have several other sources for which that note doesn’t apply)?
Or, should the ‘Shared with’ field be clicked for Person 1’s Fact that contains the probate source and then add the other people via Share fact?
By default (installation), the Role options are: Witness, Heir, Executor and Add new role type…
For people I’d like to share, or use the probation record with that are deceased, or even alive but are not a Witness, Heir or Executor, new roles could be created for them.
The main goal is to be able to share or use the same citation but to be able to add customized or individual notes for each of the other people without those notes showing up in the other people’s profile.
Thanks.
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I’m not quite sure I understand what the issue is. It is common for one citation to be applicable to more than one fact. For example, courthouse marriage records from the 20-th century often have the birth dates and places for each spouse, and the names and birth places for all four parents. That’s a lot of potential places to reuse the same citation. It’s hard to see how that has any effect on any notes.
I find the easiest way to apply the same citation to multiple facts is to memorize and paste the citation. I usually only used the Used field for citations to re-examine the citations afterwords.
I have never used the Probation fact. But it seems to me that there are two ways you could do it. One would be to enter facts and notes (or not) for each person. The note could be different or blank for each person. Then apply the citation to one fact for one person and then memorize and paste the citation for the Probation fact for each person. But it sounds like your different people might need different “facts”. These could be real facts that are different, or they could be shared roles as you describe. With shared roles, the citation for the main fact is automatically applied to each shared role. Each shared role can have its own customized note.
I’m not sure I’m really answering your question, but that’s the best I can do with my current understanding of what you are needing to accomplish. I think I might need to see some actual examples (perhaps with fake or redacted names) to totally understand your situation.
Thanks for the reply!
I hadn’t used the memorize/paste citation before. I tried it and works great in the sense that seems to make a new copy of the citation memorized (the probate citation in this case). I’m thinking this creates a copy(s) of the citation in the database, instead of a pointer to a single record as well as appearing (to me anyway) that it’s a stand-alone source that may not be used on multiple other profiles.
I also tried the Shared With fact. However, in this case I’m not wanting the Uncle’s (Person 1 in the OP) Will Probated Fact to show up on brothers, nieces and nephews timeline.
I think I’ll just go with adding each brother/niece/nephew to the Will Probate Fact’s “Citation Used” option…and then in each other person’s Fact that is sourced/cited from the probate record (ex. a residence, or a death), I’ll put a note in the Note field to indicate what page in the Uncles probate record their mention comes from and any other individualize information in mentioned.
Thanks again.
You very much have a choice. You can either have essentially a pointer to a single citation or you can make separate copies. Of course, that’s describing it in the language of programming. In the RM user interface, if you choose Paste with the Reuse option, you get a pointer to the same citation. If you choose Paste with the Copy option, you get a whole separate copy of the citation.
For most users most of the time, I think the Paste with Reuse option is the one that makes sense. That way, if you find any typos are anything else you need to change in a citation, you only need to change it once. Also, when you run RM’s reports, there is an option to combine duplicate endnotes. The option only works for citations that have been pasted with the Reuse option. It does not work with citations that have been pasted with the Copy option.
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I gotta say, I’ve been trying out the Copy → ReUse way of sharing a source citation….and I’m liking it best. It’s much simpler, in terms to steps needed, than going through the Shared Fact route 
Thanks again!