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

WEBSITE NAME		TITLE	

SHORT WEBSITE NAME	SHORT TITLE

WEBPAGE NAME		SUBTITLE

SHORT WEBPAGE NAME	SHORT SUBTITLE

CENSUS TYPE		RECORD TYPE
DIRECTORY TYPE		RECORD TYPE
EVENT TYPE		RECORD TYPE 
MAR LIC TYPE		RECORD TYPE
PHOTO TYPE		RECORD TYPE
TESTAMENT TYPE		RECORD TYPE
WILL TYPE		RECORD TYPE

ORGANISATION		AUTHOR
MILITARY UNIT		AUTHOR

Element Name		Element Group

EVENT DATE		DATE
PHOTO DATE		DATE
WILL DATE		DATE

PROBATE DATE		SECOND DATE
REGISTRATION DATE	SECOND DATE

CENSUS PLACE		LOCATION
CHURCH			LOCATION
E-MAIL	  		LOCATION 
MANOR			LOCATION
PARISH			LOCATION
REGISTRATION DISTRICT	LOCATION

COURT			SECOND LOCATION

GRO INDEX REF		FILE REFERENCE
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.