These Source Templates were designed by Caroline Gurney for her by alllona

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									                               UK Sources – TMG v6


These Source Templates were designed by Caroline Gurney for her own use when she was using TMG
v4x. Later, when TMG v5 was introduced, instructions were drawn up to allow users TMG v5x to use
them. At that time most TMG users also had their old copy of TMG v4x and it was easy for them to do
conversions. But that was a couple of years ago. Since then, TMG v6x has been introduced and many new
TMG users either never had TMG v4x or even TMG v5x. Thus it is felt that users of TMG v6x need an
easier way of accessing Caroline’s excellent UK Source Types.

The following is a combination of the instructions written by Caroline Gurney for TMG v4x users and then
updated to allow TMG v6x users to make use of her work. While the basis of this was Caroline’s work
originally, Much of the first part here is changes I have made and thus any errors are mine.

1. These Source Templates have been designed for use with a variety of UK sources in my own
TMG datasets. They reflect my own particular preferences in recording & citing sources, which
may not suit others. Nor are they in any way comprehensive, given the wide range of UK sources
available. They are offered as a help to fellow users of TMG for UK genealogy, particularly those
who are new to the program. They are offered freely, with no restrictions on use, copying or
distribution, provided they are not used commercially or otherwise for profit. Please feel free to
amend & improve them to suit your own needs.

2. If you are new to using Sources in TMG, please take the time to read pages 169 to 182
of the TMG Users Guide before continuing. Otherwise, what follows will make little sense!

Important Points to Note before you Start

3. I have created a number of custom Source Elements for use in these Source Templates.
Unfortunately, I cannot export these for use in your dataset, as I can the Source Templates. If you
wish to use them, you will have to recreate them for yourself, in your own dataset. This is not as
daunting as it sounds and full instructions are given in Appendix A. If you don't want to create
these custom Source Elements, don't worry. Each time they appear, just substitute the default
Source Element from the same Element Group, referring to the list in Appendix A. So, for
example, where I have used Census Type use Record Type, for Probate Date use Second Date
etc. You will find, however, that this makes it much less clear what data should be entered into
which field.

4. I have deliberately not used any Conditional Brackets < > around the various Source
Elements in the Source Templates. This means that if any fields in the Source Definition Screen
are left blank, those fields will generate an "unknown" in the Footnotes and Bibliography. The
idea is to encourage the user (i.e., me) to fill in all the fields and so cite the source fully &
correctly. However, even the most careful genealogist will sometimes find themselves with
incomplete source details. When this happens, you will need to amend the Template for that
particular source. To do this, go to the Source Definition Screen for the source & click on the
Output Form tab. In turn, click on the buttons marked "Full Footnote", "Short Footnote" &
"Bibliography". You can then amend the Templates as you wish, deleting any Source Elements
which you are not using for that particular source. Don't worry, this will only affect the particular
source you are working on, not the global Source Templates.
To Import the Source Templates

  5. Make a note of the folder in which you have stored the TMGv6 backup file (UK
      Sources.SQZ). This contains a one person project containing a data set with the Source
      Templates. Note that this is a normal TMG backup file.
  6. Before starting TMG, I suggest that you use Windows Explorer (or My Computer) to
      create a new sub-folder within the TMG installation folder. This will allow you to easily
      delete the project after you are finished with it. Or you may retain it if you wish.
  7. If you have not already, please rename the file to a file extension of SQZ instead of ZIP.
  8. Start TMG and select File>Restore from the Main Menu.
  9. Browse to the folder you noted in step 5 above, highlight the UK Sources backup file, and
      click on the [Open] button to start the Restore Wizard,.
  10. Click the [Next>] button accepting the default to restore a project.
  11. The backup file should show in the upper field, click the […] button to the right of the
      lower field and browse to the folder that you created above in step 6 (or wherever you
      wish to create the project.
  12. With the folder above highlighted, click on the [Select] button.
  13. Click on the [Next>] button.
  14. The Project Items options should be selected by default. Leave them selected and click
      on the [Next>] button.
  15. Click on the [Finish] button to start the restore process.
  16. When finished, a message will appear that the restore is finished. Click the [OK] button.
  17. At this point, you will see the project opened with one person, named Dummy PERSON
      in the project. You may wish to see the UK Source Types, and Source Elements via the
      Tools menu.
  18. Now, close the UK Sources project and open your project in which you wish to have the
      UK Sources.
  19. Make sure that you have a good current backup of this project. This will allow you to
      return to this point if you change your mind or something foes wrong.
  20. In your project, select File>Merge Projects from the Main Menu.
  21. In the Merge Projects window, Project A will be your currently open project.
  22. Click on the […] button to the right of the Project B field and browse to find the UK
      Sources project that you just restored above, highlight that project and click on the [Open]
      button to place that project as Project B in the Merge Project window.
  23. Make sure that the Import B to A option is selected.
  24. Click on the [OK] button to merge the two projects. This adds the information from the
      UK Sources project to your project. It does not change your data in any way as yet.
  25. Click to acknowledge the message of the successful merge when it appears.
  26. At this point, your project will have your original data set (or original data sets, if it had
      more than one data set before the merge) plus a new data set which is the UK Sources
      data set.
  27. Open the Data Set Manager. Select File>Data Set Manager or right-click on the Project
      Explorer window and choose the Manage data sets option.
  28. Data set number one will be highlighted and is your original data set. If you had other
      data sets, they will be number two and above.
  29. The UK Sources data set will be numbered one more than your highest numbered
      original data set. If you only had the one data set, then it will be number two.
  30. With your original data set (#1) highlighted, click on the [Merge] button to display the
      Merge Data Sets window.
  31. Data Set A will be your original data set.
  32. If you only have two data sets, Data Set B will be the UK Sources data set. If you have
      more than two data sets, click the down arrow at the right of the Data Set B field and
      choose the UK Sources data set.
  33. Make sure that the Merge B to A option is selected.
   34. Click on the [OK] button to copy the data from the UK Sources data set and add it to your
       original data set.
   35. Acknowledge the notice that the merge was successful.
   36. At this point, you no longer need the UK Sources data set in this project and it may be
       disabled or deleted.
            a. To disable it, highlight the UK Sources data set and click on the [Disable] button.
            b. To delete it, highlight the UK Sources data set and click on the [Delete] button,
                following the prompts as needed.
   37. Click on the [Close] button to exit the Data Set Manager.
   38. If you haven’t already, you probably need to familiarize yourself with the new expanded
       set of Source Types. Instead of the original 105 Source Types that you previously had,
       you will now have about 180 Source Types. The new Source Types are delineated in
       Appendix B. Also, note that there are some new Custom Source Elements. They are
       shown in Appendix A.
   39. On the Tools menu, click on Source Types. You will see (below the list scroll bar) the
       count showing the total number of Source Types now available to be used. If you just
       used the original Source Types until now, the first Source Type listed now will be new
       and will be abbreviated Admon. The second will be a standard one – Ancestral File (TM).
       You may add, edit, or delete any Source Type.

To Use the Source Templates
   40. On the Tools menu, select Master Source List. Select [Add] from the buttons on the right.
       This will bring up a list of Source Types. Find and highlight the Source Type you wish to
       use and click [Select]. This will bring up the Source Definition Screen for that particular
       Source Type. Fill in the fields for the source you wish to enter. Advice on what to enter in
       each field in the UK Source Types is contained in Appendix B.

Problems
   41. Having problems? E-mail me at: caroline.gurney@ntlworld.com and I will do my best to
       help. You may also post questions to the TMG mailing list on RootsWeb.com. If you are
       not familiar with it and/or are not subscribed, see:
               <http://lists.rootsweb.com/index/other/Software/TMG.html>.
       You may also post question to the Wholly Genes TMG Community Forum at:
               < http://lists.rootsweb.com/index/other/Software/TMG.html>.



Caroline Gurney – October 2002
Lee Hoffman ------ August 2006
                                       APPENDIX A
                               Custom UK Sources

To Create Custom Source Elements
   1. If you want to use the Source Templates exactly as I created them you will need to create
      a number of custom Source Elements. Don't worry, this is not difficult. Just follow the
      instructions in paragraphs 2 to 8 below. And if you merged projects as delineated above,
      it is already done.
   2. On the Tools menu, click on Source Elements.
   3. Select [Add] from the buttons on the right. This will bring up the Add Source Elements
      window.
   4. Enter the Custom Source Element name in the field at the top.
   5. In the box below, highlight the Source Element Group in which it is to be entered.
   6. Click [OK].
   7. You will be back in the Source Elements window. Repeat steps 3 through 6 above until
      you have added all the new Custom Source Elements desired.
   8. When finished, click [Close].

Custom Source Elements Required
Element Name           Element Group               Element Name            Element Group

WEBSITE NAME           TITLE                       EVENT DATE              DATE
                                                   PHOTO DATE              DATE
SHORT WEBSITE NAME     SHORT TITLE                 WILL DATE               DATE

WEBPAGE NAME           SUBTITLE                    PROBATE DATE            SECOND DATE
                                                   REGISTRATION DATE       SECOND DATE
SHORT WEBPAGE NAME     SHORT SUBTITLE
                                                   CENSUS PLACE            LOCATION
CENSUS TYPE            RECORD TYPE                 CHURCH                  LOCATION
DIRECTORY TYPE         RECORD TYPE                 E-MAIL                  LOCATION
EVENT TYPE             RECORD TYPE                 MANOR                   LOCATION
MAR LIC TYPE           RECORD TYPE                 PARISH                  LOCATION
PHOTO TYPE             RECORD TYPE                 REGISTRATION DISTRICT   LOCATION
TESTAMENT TYPE         RECORD TYPE
WILL TYPE              RECORD TYPE                 COURT                   SECOND LOCATION

ORGANISATION           AUTHOR                      GRO INDEX REF           FILE REFERENCE
MILITARY UNIT          AUTHOR                      RD REF                  FILE REFERENCE

                                                   ISBN                    RECORD NUMBER
                                          APPENDIX B

                                 Custom UK Sources


How to Use the Source Templates
The Full Footnote for each UK Source Type is listed below, together with tips on filling in the
fields. For the Short Footnote and Bibliography Source, see the Custom Source Type in TMG.


ALL TEMPLATES
Tips: [Repository] Enter either an official repository, such as a Record Office, or the name of the
person or institution owning or holding the source. [Repository Reference] If the repository is a
person, you may wish to substitute [E-Mail] and give their e-mail address so that others can
contact them. Alternatively, if you are the repository, you may wish to enter your own personal file
reference.


ADMON
Letters of administration of the estate of [Name of Person] of [Location], granted by the [Court],
[Probate Date] ([Repository], [Repository Reference]) "[CD]"

Tip: [Court] Enter e.g., Principal Probate Registry; Archdeaconry Court of Bedford.


ANNOUNCEMENT: BIRTH/DEATH
Announcement of the [Event Type] of [Name of Person] of [Location], [ITAL:][Newspaper
Title][:ITAL], [Date] ([Repository], [Repository Reference]) "[CD]"

Tip: [Event Type] Enter either birth or death, using lower case for it to read properly.


ANNOUNCEMENT: ENGAGEMENT/MARRIAGE
Announcement of the [Event Type] of [First Party] and [Second Party], [ITAL:][Newspaper
Title][:ITAL], [Date] ([Repository], [Repository Reference]) "[CD]"

Tip: [Event Type] Enter either engagement or marriage, using lower case for it to read properly.


APPRENTICESHIP RECORD
[Record Type] of [First Party] to [Second Party], [Date] ([Repository], [Repository Reference])
"[CD]"

Tips: [Record Type] Enter e.g., Apprenticeship Indenture. For other types of apprenticeship
records the wording of the sentence may need to be adjusted slightly. [First Party] Enter name of
Apprentice. [Second Party] Enter name of Master.


ARTICLE
[Author] '[Article Title]', [ITAL:][Journal Title][:ITAL], [Volume], [Number], [Publish Date] "[CD]"
BOOK – AUTHOR (MODERN, IN PRINT)
[Author] [ITAL:][Book Title][:ITAL], [Publisher], [Publisher Address], [Edition] ([Publish Date])
[ISBN] "[CD]"

Tip: Use this for books which can be bought or ordered through a library. For these, the important
information for locating the book is the name & address of the publisher, publication date & ISBN.


BOOK – AUTHOR (OLD, IN REPOSITORY)
[Author] [ITAL:][Book Title][:ITAL], [Publisher], [Publisher Address], [Edition] ([Publish Date])
([Repository], [Repository Reference]) "[CD]"

Tip: Use this for older & rarer books which are out of print & are only available in certain
repositories. For these, the important information for locating the book is the name of the
repository & its reference number.


BOOK – AUTHOR (PRIVATELY PUBLISHED)
[Author] [ITAL:][Book Title][:ITAL], privately published by [Publisher], [Publisher Address],
[Edition] ([Publish Date]) [ISBN] "[CD]"


BOOK – EDITOR (MODERN, IN PRINT)
[Editor] ed. [ITAL:][Book Title][:ITAL], [Publisher], [Publisher Address], [Edition] ([Publish Date])
[ISBN] "[CD]"

Tip: Use this for books which can be bought or ordered through a library. For these, the important
information for locating the book is the name & address of the publisher, publication date & ISBN.


BOOK – EDITOR (OLD, IN REPOSITORY)
[Editor] ed. [ITAL:][Book Title][:ITAL], [Publisher], [Publisher Address], [Edition] ([Publish Date])
([Repository], [Repository Reference]) "[CD]"

Tip: Use this for older & rarer books which are out of print & are only available in certain
repositories. For these, the important information for locating the book is the name of the
repository & its reference number.


BUSINESS RECORD
[Record Type], [Organisation], [Location], [Date] ([Repository], [Repository Reference]) "[CD]"

Tip: [Record Type] Enter the type of source used e.g., Company Accounts. The sentence may
need to be adjusted depending on the type of source.


CENSUS
[Census Type] for [Census Place] ([Repository], [Repository Reference]) "[CD]"

Tips: [Census Type] Enter e.g., 1841 Census. It is important to include the word Census.
[Census Place] Enter e.g., Northington, Hampshire. [CD] Put into the citation detail the PRO
reference e.g., RG11/251 folio 33 and the address of the household e.g., Primrose Cottage, as
well as the actual census details for the household.
CENSUS INDEX
Index to the [Census Type] for [Census Place], compiled by [Compiler], [Publisher Address]
([Publish Date]) "[CD]"

Tips: [Publisher Address] means [Compiler Address]. The latter Source Element cannot be used
because it is in the same Element Group as [Census Place]. [Census Type] Enter e.g., 1841
Census. It is important to include the word Census. [Census Place] Enter e.g., Northington,
Hampshire. [CD] Put into the citation detail the PRO reference e.g., RG11/251 folio 33 and the
address of the household e.g., Primrose Cottage, as well as the actual census details for the
household.


CENSUS ONLINE
Online image of the [Census Type] for [Census Place] ([ITAL:][Website Name][:ITAL], [URL])
"[CD]"

Tips: Use for census images you have found online e.g., at the 1901 Census Website or
Scotland’s People Website.


CENSUS ONLINE INDEX
Online index to the [Census Type] for [Census Place] ([ITAL:][Website Name][:ITAL], [URL])
"[CD]"

Tips: Use for information you have found in an online index to a Census e.g., at the 1901 Census
Website or Scotland’s People Website, but where you have not yet verified the information by
viewing the actual image.


CERTIFICATE: BAPTISM
Certificate of baptism of [Name of Person], [Date], [Church] ([Repository], [Repository Reference])
"[CD]"

Tip: [Church] Enter the name & location of the church, e.g., Wesleyan Methodist Church,
Lofthouse, Yorkshire.


CERTIFICATE: BIRTH – COPY GRO
Copy birth certificate of [Name of Person], born [Event Date], registered [Registration Date] in the
Registration District of [Registration District] ([Repository], [GRO Index Ref]) "[CD]"

Tip: Use for certificates issued at national level by the GRO. The GRO Index reference is
important for anyone wishing to order their own copy.


CERTIFICATE: BIRTH – COPY RD
Copy birth certificate of [Name of Person], born [Event Date], registered [Registration Date] in the
Registration District of [Registration District] ([Repository], [RD Ref]) "[CD]"

Tip: Use for certificates issued by a local Registrar. Local Registration Districts use a different
indexing system than the GRO. So here it is important to quote the Registration District reference
[RD Ref] not the GRO Index reference.
CERTIFICATE: BIRTH – ORIGINAL
Original birth certificate of [Name of Person], born [Event Date], registered [Registration Date] in
the Registration District of [Registration District] ([Repository], [RD Ref]) "[CD]"


CERTIFICATE: DEATH – COPY GRO
Copy death certificate of [Name of Person], died [Event Date], registered [Registration Date] in
the Registration District of [Registration District] ([Repository], [GRO Index Ref]) "[CD]"

Tip: Use for certificates issued at national level by the GRO. The GRO Index reference is
important for anyone wishing to order their own copy.


CERTIFICATE: DEATH – COPY RD
Copy death certificate of [Name of Person], died [Event Date], registered [Registration Date] in
the Registration District of [Registration District] ([Repository], [RD Ref]) "[CD]"

Tip: Use for certificates issued by a local Registrar. Local Registration Districts use a different
indexing system than the GRO. So here it is important to quote the Registration District reference
[RD Ref] not the GRO Index reference.


CERTIFICATE: DEATH – ORIGINAL
Original death certificate of [Name of Person], died [Event Date], registered [Registration Date] in
the Registration District of [Registration District] ([Repository], [RD Ref]) "[CD]"


CERTIFICATE: MARRIAGE – COPY GRO
Copy marriage certificate of [Name of Person] and [Second Person], married [Event Date] in the
Registration District of [Registration District] ([Repository], [GRO Index Ref]) "[CD]"

Tip: Use for certificates issued at national level by the GRO. The GRO Index reference is
important for anyone wishing to order their own copy.


CERTIFICATE: MARRIAGE – COPY RD
Copy marriage certificate of [Name of Person] and [Second Person], married [Event Date] in the
Registration District of [Registration District] ([Repository], [RD Ref]) "[CD]"

Tip: Use for certificates issued by a local Registrar. Local Registration Districts use a different
indexing system than the GRO. So here it is important to quote the Registration District reference
[RD Ref] not the GRO Index reference.


CERTIFICATE: MARRIAGE – ORIGINAL
Original marriage certificate of [Name of Person] and [Second Person], married [Event Date] in
the Registration District of [Registration District] ([Repository], [RD Ref]) "[CD]"


CITATION ONLY
[CD]

Tip: Please note that this is only used to make it easy to create new Source Elements (see
Appendix A, paragraph 3).
DEED
[Record Type] of [Subject], granted by [First Party] to [Second Party], [Location], [Date]
([Repository], [Repository Reference]) "[CD]"

Tip: [Record Type] of [Subject] can be used flexibly depending on the type of deed. For example,
enter [Record Type] as Conveyance and [Subject] as the address of the property conveyed.
Some adjustment of the wording of the sentence may be necessary.


DIARY/JOURNAL
[Record Type] of [Name of Person], [Location], [Period] ([Repository], [Repository Reference])
"[CD]"

Tip: [Record Type] Enter e.g., Diary, Journal, Notebook etc


DIRECTORY
[ITAL:][Directory Type], [Date][:ITAL] ([Repository], [Repository Reference]) "[CD]"

Tip: [Directory Type] Enter the name of the Directory here e.g., Pigot's Directory, Post Office
Directory. You may wish to add the Source Element [Location] if the Directory is local to a
particular place or area. Alternatively, you may wish to enter the place in the citation detail [CD].


E-MAIL: SINGLE
E-mail from [Author] ([Author E-Mail]) to [Recipient], dated [Date] ([Repository], [Repository
Reference]) "[CD]"

Tip: Use when the source is a single e-mail.


E-MAILS: MULTIPLE
E-mails from [Author] ([Author E-Mail]) to [Recipient], [Period] ([Repository], [Repository
Reference]) "[CD]"

Tip: Use when you have received a series of e-mails from the same person/organisation over a
period of time. This avoids the need to list each individual e-mail as a separate source. Instead,
enter the date of the specific e-mail you are citing in the citation detail [CD].


EMPLOYMENT RECORD
[Record Type] for [Name of Person], [Organisation], [Location], [Date] ([Repository], [Repository
Reference]) "[CD]"

Tip: [Record Type] Enter e.g., Record of Service, Pension File etc


FAMILY BIBLE
Family Bible of the [Family Info] family, [Location], [Period] (owned by [Repository], [Repository
Reference]) "[CD]"

Tip: [Family Info] Enter the family name e.g., Gurney
GEDCOM
GEDCOM file created by [Author], ([Author E-Mail]), [Date] ([Repository], [Repository Reference])
"[CD]"


GRO INDEXES
[ITAL:][Compiler] Indexes to [Event Type][:ITAL], [Period] ([Repository], [Repository reference])
"[CD]"

Tips: [Compiler] Enter: GRO. [Event Type] Enter: Births, Marriages and Deaths. [Period] Enter:
1837 to date. For GRO Index entries found on the Free BMD website, use the WEBSITE Source
Template.


IGI
International Genealogical Index (IGI) compiled by the [Compiler], [Compiler Address], [Version]
([Compile Date]) ([Repository], [Repository Reference]) "[CD]"

Tips: Enter LDS details for [Compiler] & [Compiler Address]. For [Version] enter Fiche or CD-
ROM. For IGI details found on the Family Search website, use the WEBSITE Source Template.


INDEX
Index to [Record Type], [Second Location], [Period], compiled by [Compiler], [Compiler Address],
[Compile Date] "[CD]"

Tips: Can be used for indexes to different types of records. Customise the sentence as
necessary. Note that because [Compiler Address] is in the [Location] Element Group, I have had
to use [Second Location] instead of [Location] for the place which the Index covers.


INVENTORY
Inventory of the personal estate of [Name of Person] of [Location], taken [Date] ([Repository],
[Repository Reference]) "[CD]"


LETTER
Letter from [Author], [Author Address], to [Recipient], dated [Date] ([Repository], [Repository
Reference]) "[CD]"


MANORIAL RECORDS
[Record Type] of the manor of [Manor], [Period] ([Repository], [Repository Reference]) "[CD]"

Tips: [Record Type] Enter e.g., Records of the Court Leet. [Manor] Give the full location e.g.,
Cranborne In-Hundred, Dorset.


MARRIAGE CONTRACT
Marriage contract between [First Party] and [Second Party], dated [Date], [Location], registered
[Registration Date], [Court] ([Repository], [Repository Reference]) "[CD]"

Tips: I created this Template for a Scottish marriage contract. [Location] is the place of signature.
[Court] is the Commissary Court with which the contract was subsequently registered.
MARRIAGE LICENCE
[Marr Lic Type] for [First Party] and [Second Party], [Court], [Date] ([Repository], [Repository
Reference]) "[CD]"

Tip: [Mar Lic Type] Enter e.g., Marriage Licence Bond, Marriage Licence Allegation.
MEMORIAL CARD
Memorial card for the funeral of [Name of Person] at [Location], [Date] ([Repository], [Repository
Reference]) "[CD]"

Tip: [Location] Enter the full location of the Church, Cemetery or Crematorium e.g., St James,
Woodside, Horsforth, Yorkshire


MILITARY RECORD
[Record Type] of [Name of Person], [Military Unit], [Period] ([Repository], [Repository Reference])
"[CD]"

Tips: [Record Type] e.g., Pay Records. [Military Unit] e.g., Canadian Expeditionary Force.
[Period] e.g., 1914-1918.


MILITIA LIST
Militia List for [Location], [Date] ([Repository], [Repository reference]) "[CD]"


MISCELLANEOUS
[Author], [Record Type], [Date], [Location] ([Repository], [Repository Reference]) "[CD]"

Tip: A catchall containing the basic Source Elements. Customise as necessary.


MONUMENTAL INSCRIPTION - GRAVEYARD
Monumental inscription on the grave of [Family Info] ([Location]) "[CD]"

Tip: [Family Info] Enter the family name e.g., Gurney. [Location] Enter details of the Churchyard
or Cemetery.


MONUMENTAL INSCRIPTIONS - BOOK
[Editor] ed. [ITAL:][Book Title][:ITAL], [Publisher], [Publisher Address], [Edition] ([Publish Date])
[ISBN] "[CD]"

Tip: Use for MI indexes published as proper books (e.g., the Mitchell series in Scotland).


MONUMENTAL INSCRIPTIONS - INDEX
Index of monumental inscriptions in the Parish of [Parish], [Period], compiled by [Compiler],
[Publisher Address], [Compile Date], "[CD]"

Tip: Use for MI indexes published as booklets by individuals or Family History Societies. These
usually have no publisher as such. The Source Element [Publisher Address] has been used
rather than [Compiler Address] because [Compiler Address] is in the same Source Element
Group as [Parish].
NATURALISATION PAPERS
Naturalisation papers of [Name of Person], dated [Date], [Location] ([Repository], [Repository
Reference]) "[CD]"


NEWSPAPER
[ITAL:][Newspaper Title][:ITAL] ([Repository], [Repository Reference]) "[CD]"

Tip: Put the date of the newspaper, & the page number, in the citation detail [CD]. The one
source can then be used for several citations to the same newspaper.


NONCONFORMIST CHURCH RECORDS
[Record Type] of [Church], [Period] ([Repository], [Repository Reference]) "[CD]"

Tip: Use for nonconformist (including RC) church records other than registers e.g., church
membership rolls or minutes of church meetings.


NONCONFORMIST REGISTER – FILMED
Microfilm of the [Record Type] of the [Church], [Period] ([Repository], [Film Number]) "[CD]"

Tip: [Record Type] Enter e.g., Marriage Register. [Church] Give full name and location e.g., Old
Meeting, Wareham, Dorset. [Period] Enter the time period covered by the Register.


NONCONFORMIST REGISTER - INDEX
Index of [Event Type] in the [Church], [Period], compiled by [Compiler], [Publisher Address],
[Compile Date], "[CD]"

Tips: [Event Type] Enter e.g., Marriages. [Church] Give full name & location e.g., Congregational
Church, Ringwood, Hampshire. [Period] Enter the time period covered by the Register e.g., 1812-
1838. [Compiler] Enter the person or FHS who/which compiled the Index. [Publisher Address] has
been used in place of [Compiler Address] which is in the same Element Group as [Church].


NONCONFORMIST REGISTER - ORIGINAL
[Record Type] of the [Church], [Period] ([Repository], [Repository Reference]) "[CD]"

Tips: [Record Type] Enter e.g., Marriage Register. [Church] Give full name & location e.g.,
Congregational Church, Ringwood, Hampshire. [Period] Enter the time period covered by the
Register e.g., 1812-1838.


NONCONFORMIST REGISTER - TRANSCRIPT
Transcript of the [Record Type] of the [Church], [Period] ([Repository], [Repository Reference])
"[CD]"

Tips: [Record Type] Enter e.g., Marriage Register. [Church] Give full name & location e.g.,
Congregational Church, Ringwood, Hampshire. [Period] Enter the time period covered by the
Register e.g., 1812-1838.


NOTE – MANUSCRIPT
Manuscript note concerning [Subject], written by [Author], [Date] ([Repository], [Repository
Reference]) "[CD]"
NOTE – TYPESCRIPT
Typescript note concerning [Subject], written by [Author], [Date] ([Repository], [Repository
Reference]) "[CD]"

OBITUARY
Obituary of [Name of Person] in [ITAL:][Newspaper Title][:ITAL] [Date] ([Repository], [Repository
Reference]) "[CD]"


OPR – FILMED
Microfilm of the Old Parochial Register of [Event Type], [Parish], [Period] ([Repository], [Film
Number]) "[CD]"

Tip: [Event Type] Enter e.g., Baptisms. [Parish] Give full location e.g., Kettins, Angus. [Period]
Enter the time period covered by the Register e.g., 1750-1850.


OPR – INDEX
Index to the Scottish Old Parochial Records (OPR) compiled by the [Compiler], [Compiler
Address], [Version] ([Repository]) "[CD]"

Tips: Enter LDS details for [Compiler] & [Compiler Address]. For [Version] enter Fiche or CD-
ROM. For OPR details found on the Family Search website, use the WEBSITE Source Template.


OPR - ORIGINAL
Old Parochial Register of [Event Type], [Parish], [Period] ([Repository], [Repository Reference])
"[CD]"

Tips: [Event Type] Enter e.g., Banns & Proclamations of Marriage. [Parish] Give full location e.g.,
Coupar Angus, Perthshire. [Period] Enter the time period covered by the Register e.g., 1750-
1850.


OPR - TRANSCRIPT
Transcript of the Old Parochial Register of [Event Type], [Parish], [Period] ([Repository],
[Repository Reference]) "[CD]"

Tips: [Event Type] Enter e.g., Banns & Proclamations of Marriage. [Parish] Give full location e.g.,
Coupar Angus, Perthshire. [Period] Enter the time period covered by the Register e.g., 1750-
1850.


PARISH REGISTER - FILMED
Microfilm of the [Record Type] of [Parish], [Period] ([Repository], [Film Number]) "[CD]"

Tips: [Record Type] Enter e.g., Marriage Register. [Parish] Give full name & location e.g., St
Mary, Portsea, Hampshire. [Period] Enter the time period covered by the Register e.g., 1812-
1838.


PARISH REGISTER - INDEX
Index of [Event Type] in the Parish of [Parish], [Period], compiled by [Compiler], [Publisher
Address], [Compile Date], "[CD]"
Tips: [Event Type] Enter e.g., Marriages. [Parish] Give full name & location e.g., St Mary,
Portsea, Hampshire. [Period] Enter the time period covered by the Register e.g., 1812-1838.
[Compiler] Enter the person or FHS who/which compiled the Index. [Publisher Address] has been
used in place of [Compiler Address] which is in the same Element Group as [Parish].
PARISH REGISTER - ORIGINAL
[Record Type] of [Parish], [Period] ([Repository], [Repository Reference]) "[CD]"

Tips: [Record Type] Enter e.g., Marriage Register. [Parish] Give full name & location e.g., St
Mary, Portsea, Hampshire. [Period] Enter the time period covered by the Register e.g., 1812-
1838.


PARISH REGISTER - TRANSCRIPT
Transcript of the [Record Type] of [Parish], [Period] ([Repository], [Repository Reference]) "[CD]"

Tips: [Record Type] Enter e.g., Marriage Register. [Parish] Give full name & location e.g., St
Mary, Portsea, Hampshire. [Period] Enter the time period covered by the Register e.g., 1812-
1838.


PAROCHIAL RECORDS
[Record Type] of the parish of [Parish], [Period] ([Repository], [Repository Reference]) "[CD]"

Tips: [Record Type] Enter e.g., Churchwardens' Accounts, Settlement Certificates etc. [Parish]
Give full name & location e.g., St Mary, Portsea, Hampshire.


PERSONAL INFORMATION
Information supplied by [Informant] ([Informant Address]) to [Recipient] ([Recipient Address]),
[Date] "[CD]"

Tip: Use e-mail addresses if possible.


PHOTOGRAPH
[Photo Type] of [Subject], taken by [Photographer], [Address], [Photo Date] ([Repository],
[Repository Reference]) "[CD]"

Tips: [Photo Type] Enter e.g., Carte de Visite photograph, Daguerreotype photograph, Polaroid
photograph. It is important to include the word photograph. [Address] is the photographer's
address, sometimes given on old photographs.


POLL BOOK/ELECTORAL REGISTER
[Record Type] for [Location], [Date] ([Repository], [Repository Reference]) "[CD]"

Tip: [Record Type] Enter Poll Book, Register of Electors etc.


PRIVATE PAPERS
Private papers of [Name of Person], [Period] ([Repository], [Repository Reference]) "[CD]"


REFERENCE
Reference on [Subject], provided by [Author], [Author Address], [Date] ([Repository], [Repository
Reference]) "[CD]"
Tip: Use for an employment reference.


RETOURS – CD ROM
[Title], [Period], published on CD-Rom by [Publisher] ([Publisher Address]) [Publish Date] "[CD]"
Tips: Use for the CD-Rom version of the printed volumes, published by the Scottish Genealogy
Society. [Title] Enter: Retours of Services of Heirs (for pre 1700) or Decennial Indexes to Services
of Heirs in Scotland (for post 1700). [Period] Enter: 1544-1699 or 1700-1859. [Short Title] Enter:
Retours. [Publisher] Enter: The Scottish Genealogy Society. [Publisher Address] and [Publish
Date] Refer to the details on the CD.


RETOURS – PRINTED
[Title], [Period], ([Repository], [Repository Reference]) "[CD]"

Tips: Use for the printed volumes, found in libraries and archives. [Title] Enter: Retours of
Services of Heirs (for pre 1700) or Decennial Indexes to Services of Heirs in Scotland (for post
1700). [Period] Enter: 1544-1699 or 1700-1859. [Short Title] Enter: Retours.


SASINE - INDEX
Index to the [Register], [Period] ([Repository], [Repository Reference]) "[CD]"

Tips: Use for information derived from the Indexes to the General, Particular & Burgh Registers
of Sasines. [Register] Enter e.g., Particular Register of Sasines for Perthshire.


SASINE - INSTRUMENT
Instrument of Sasine of the lands of [Second Location], granted by [First Party] to [Second Party],
registered in the [Register], [Date] ([Repository], [Repository Reference]) "[CD]"

Tip: Use for the actual Instrument of Sasine.


TESTAMENT
[Testament Type] of [Name of Person], [Court], [Date] ([Repository], [Repository Reference])
"[CD]"

Tip: Used for Scottish Testaments. [Testament Type] Enter e.g., Testament Testamentar or
Testament Dative.


WEBPAGE
Webpage [ITAL:][Webpage Name][:ITAL] ([URL]) "[CD]"

Tip: Use for reference to a single webpage.


WEBSITE
Website [ITAL:][Website Name][:ITAL] ([URL]) "[CD]"

Tip: Use for references to a website, where the information has been drawn from more than one
page e.g., the Family Search website.
WILL
[Will Type] of [Testator] of [Location], [Will Date], proved in the [Court], [Probate Date]
([Repository], [Repository Reference]) "[CD]"

Tips: [Will Type] Enter e.g., Will, Nuncupative Will, Unproved Will. [Court] Enter the full court
name e.g., Prerogative Court of Canterbury.

								
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