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Creating a Source Template

As you follow this procedure, keep in mind my TMG mantra: There is no one right way to use TMG. I'm constantly changing things in the program as I get new ideas from other users, as TMG versions improve, and as I encounter new research problems.

Be aware that a few thousand sources generate a great deal of inertia. My present source definitions are a compromise between earlier TMG limitations and what can be done with the program now. What I'm presenting here is the method I use to create (or edit) a source template to match, to the best of my ability, the citation formats presented by Elizabeth Shown Mills in Evidence Explained.

There are three ways to produce footnotes and bibliographic entries in TMG:
TMG provides three Source Category template options set by your choice in "Preferences":

Creating a Source Template for Online Census Images

Primary Citation Format (Full Footnote) Subsequent Citations (Short Footnote) Bibliographic Entry
Mills Citation (Evidence Explained, p. 240) 1860 U.S. census, Seneca County, New York, population schedule, Covert township, p. 668 (overwritten), dwelling 1374, family 1374, B. S. Gifford; digital image, Ancestry.com (http://www.ancestry.com : accessed 12 June 2005); citing NARA microfilm publication M653, roll 861. 1860 U.S. census, Seneca Co., N.Y., pop. sch., p. 668 (overwritten), dwell. 1374, fam. 1374, B. S. Gifford. New York. Seneca County. 1860 U.S. census, population schedule. Digital images. Ancestry.com. http://www.ancestry.com : 2004.
Source Element Analysis CENSUS YEAR, COUNTY, STATE, CENSUS TYPE, CIVIL DIVISION, PAGE, DWELLING, FAMILY, SUBJECT; FORMAT, WEBSITE, (URL : ACCESS DATE); PUBLISHER MICROPUBLICATION, ROLL. [all are abbreviated] CENSUS YEAR, COUNTY, STATE, CENSUS TYPE, PAGE, DWELLING, FAMILY, SUBJECT. STATE. COUNTY. CENSUS YEAR, CENSUS TYPE. FORMAT. WEBSITE. URL : POSTING DATE.

When it comes to sources, some TMG users are "lumpers," some are "splitters," and some are "splumpers." I'm a "splumper." I lump many source types, I split others. My basic census source unit is the microfilm roll. Why I chose that unit is explained in "Census Documentation". I enter a new source for each census microfilm roll, or online equivalent, and I add that information to my Bibliography template. This illustration, though, corresponds to Mills. I compared the desired source elements with those available in TMG and picked what I thought were reasonable equivalents. I didn't want to create too many new elements.

Analyzing Source Elements in the Bibliography

Source elements are the individual fields that make up a source definition. I create new source elements that help me remember what information should be recorded and where that information will appear. There must be some basic standard, however, to allow users to share their data. In TMG, each source element must be part of a source element group. You can create new source elements, but you cannot create new source element groups. Only one element from each source element group can appear in any one source definition. To see these thirty source element groups and TMG's standard source elements, select F1 (or Help) --> Index --> Source Element Groups. Because I've created many new source elements, it's hard for me to state which I created and which came with TMG. Terry Reigel provides an excellent reference on source elements: TMG Source Elements.

[STATE]No equivalent; create new element[STATE]
[COUNTY]No equivalent; create new element**[COUNTY]
[CENSUS YEAR]"1860 U.S. census" will always appear as such; assign to[DOCUMENT]
[CENSUS TYPE]"population schedule", etc., may not always be present; assign to <[RECORD TYPE]> (note angle brackets)
[FORMAT]No equivalent; create new element** [FORMAT]
[WEBSITE]No equivalent; create new element**[WEBSITE]
[URL]Exists**[URL]
[POSTING DATE]If found, equivalent to<[DATE]> (note angle brackets)
** Possible options to consider:

Analyzing Source Elements in the Full Footnote

[CENSUS YEAR]Already assigned to [DOCUMENT]
[COUNTY]New source element, already created[COUNTY]
[STATE]New source element, already created[STATE]
[CENSUS TYPE]Already assigned to[RECORD TYPE]
[CIVIL DIVISION]This variable is omitted from the Short Footnote, so consider assigning it to its own Citation Detail**[CD2]
[PAGE], [DWELLING], [FAMILY]These variables, as well as [ENUMERATION DISTRICT], [LINE], etc. appear in both the Full Footnote and the Short Footnote; assign to[CD3]
[SUBJECT]Will vary for every census tag; assign to[CD1]
[FORMAT]New source element, already created**[FORMAT]
[WEBSITE]New source element, already created**[WEBSITE]
[URL] [URL]
[ACCESS DATE]Will vary for every census tag; assign to[CD4]
[PUBLISHER]This is the microfilm publisher; Mills now uses NARA in this field**[PUBLISHER]
[MICROPUBLICATION]Assign to[FILM]
[ROLL] [ROLL]
** Possible options to consider:

Analyzing Source Elements in the Short Footnote

[CENSUS YEAR]Already assigned to**[DOCUMENT]
[COUNTY]Must be abbreviated; include in[SHORT TITLE]
[STATE]Must be abbreviated; include in**[SHORT TITLE]
[CENSUS TYPE]Must be abbreviated; include in[SHORT TITLE]
[PAGE], [DWELLING], [FAMILY]Already assigned to[CD3]
[SUBJECT]Already assigned to[CD1]
** Possible options to consider:

This online census template, as well as templates for other census media, appears in Census Citations, TMG, and Evidence Explained. The final results are compared to the Mills citations in this table. Note that I my abbreviation style differs from Mills, but if necessary, the "Find and Replace" feature in a word processor can be used to quickly convert these abbreviations.

First (Full) Reference Note (Full Footnote) Subsequent (Short) Note (Short Footnote) Source List Entry (Bibliography)
Mills Citation (Evidence Explained, p. 240) 1860 U.S. census, Seneca County, New York, population schedule, Covert township, p. 668 (overwritten), dwelling 1374, family 1374, B. S. Gifford; digital image, Ancestry.com (http://www.ancestry.com : accessed 12 June 2005); citing NARA microfilm publication M653, roll 861. 1860 U.S. census, Seneca Co., N.Y., pop. sch., p. 668 (overwritten), dwell. 1374, fam. 1374, B. S. Gifford. New York. Seneca County. 1860 U.S. census, population schedule. Digital images. Ancestry.com. http://www.ancestry.com : 2004.
TMG Citations 1860 U.S. census, Seneca County, New York, population schedule, Covert twp., p. 668 (overwritten), dw. 1374, fa. 1374, B. S. Gifford; digital image, Ancestry.com (http://www.ancestry.com : accessed 12 June 2005); citing NARA microfilm publication M653, roll 861. 1860 U.S. census, Seneca Co., N.Y., pop. sch., p. 668 (overwritten), dw. 1374, fa. 1374, B. S. Gifford. New York. Seneca County. 1860 U.S. census, population schedule. Digital images. Ancestry.com. http://www.ancestry.com : 2004.

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