TMG 4 - UK Source Templates

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 fell 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 274 to 283 of the TMG Manual 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 (ie 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 file containing the Source Templates (named UKTMG4). It is best not to use the Desktop as that is difficult to access from within the TMG Search function. 

6.   Start TMG and Open the dataset into which you want to import the Source Templates. Now back it up. If anything goes wrong with the Import, you can restore your dataset backup & no harm will have been done.

7.   On the Tools menu, select Options.

8.   Under Source Categories, select Custom & click on the button marked Configure.

9.   If you have created, or imported, any Custom Source Categories, back them up now before going any further. To do this, click the button marked Export on the right hand side of the screen. Click Mark All. At the bottom of the screen, select or create a Directory to store the back up in. Make a note of it so that you can find it again later. Enter a meaningful file name for the backup (eg MYSOUR.CSC) then click on Export. You will get a TMG message "Successfully exported x custom source categories to C:\TMGW\REPORTS\MYSOUR.CSC [or whatever path & filename you specified]". Your own custom sources are now safely backed up. Click OK & return to the Custom Source Categories screen.

10. Click on Import. The Import Custom Source Categories screen will appear. Click on Search. Navigate your way to the folder in which you have stored the Source Templates file & click on the file name (UKTMG4). The name will appear in the box underneath the words "Specify import file:" Click Select.

11. You will be back in the Import Custom Source Categories screen. The "Import File" box should now contain the path & file name of the file you wish to import. Underneath, select the Import Mode you prefer. You can choose to overwrite your existing Custom Source Categories (you have backed them up, haven't you?) or to append the imported categories to your existing Custom Source Categories. I strongly recommend that you choose to append them. This will give you the best of both worlds. Once you have played with the Templates for a while you can choose to delete some or all of your existing categories; delete some or all of the imported categories; or you can Import your backup file (you did make one, didn't you?) & overwrite the mixture you are creating today, restoring your settings to exactly how they were before the import.

12.   Click OK. You will get a TMG warning message "Last Chance! Custom source categories will be imported from C:\TEMP\UKTMG4 [or whatever your path is]. Imported records will be appended to the current list of custom source categories. It is strongly recommended that you have a reliable backup of this data set before proceeding. Are you sure?" If you are sure, click Yes. 

13.   You will get a message "Successfully imported 70 custom source categories". Click OK. This will return you to the Custom Source Categories screen, which should now include the 70 imported UK source categories, alongside your existing categories. Click OK twice to exit back to the main screen.

To Use the Source Templates

13.   On the Tools menu, click on Master Source List. Select New from the buttons on the right. This will bring up a list of Source Types. Highlight the Custom Source Category you wish to use and click Select. That 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 is contained in Appendix B.

Problems

14. Having problems? E-mail me at: caroline.gurney@ntlworld.com and I will do my best to help.

19 October 2002 

APPENDIX A

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. 

2.   On the Tools menu, click on Master Source List. Select New from the buttons on the right. This will bring up the Source Types screen. Highlight "Citation Only" & click Select.

3.   The Source definition Screen for "Citation Only" will appear. You will see that this Source Type (deliberately) includes no Source Elements. All the buttons at the bottom of the screen are blank. Click on one of these blank buttons & the list of Source Elements will appear.

4.   Click on New and the Add/Edit Source Element screen will appear. Enter the first custom Source Element name in the list below: Website Name. In the box below, highlight the Element Group in which it is to be entered: Title. then click OK. Ignore the TMG explanatory message which appears (headed "Notice") and click OK.

5.  You will be back in the Source Elements screen. Repeat step 4 above until you have added all the new Source Elements in the list below. Those in the Title group will not appear in the list in the Source Elements screen. Don't worry about this. All the others should appear on the list.

6.   You will be back in the Source Elements screen. Click Cancel. 

7.   You will be back in the Source Definition Screen. Click Cancel.

8.   You will be back in the Master Source List. Click Exit & you will be returned to the main screen. 

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

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

How to Use the Source Templates

The Full Footnotes for each Source Template are listed below, together with tips on filling in the fields.

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 eg 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 eg 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 eg 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 eg 1841 Census. It is important to include the word Census. [Census Place] Enter eg Northington, Hampshire. [CD] Put into the citation detail the PRO reference eg RG11/251 folio 33 and the address of the household eg 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 eg 1841 Census. It is important to include the word Census. [Census Place] Enter eg Northington, Hampshire. [CD] Put into the citation detail the PRO reference eg RG11/251 folio 33 and the address of the household eg 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 eg 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 eg 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, eg 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 eg Diary, Journal, Notebook etc 

DIRECTORY

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

Tip:  [Directory Type] Enter the name of the Directory here eg 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 eg 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 eg 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 eg Records of the Court Leet. [Manor] Give the full location eg 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 eg 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 eg St James, Woodside, Horsforth, Yorkshire

MILITARY RECORD

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

Tips: [Record Type] eg Pay Records. [Military Unit] eg Canadian Expeditionary Force. [Period] eg 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 eg 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 (eg 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 eg 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 eg Marriage Register. [Church] Give full name and location eg 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 eg Marriages. [Church] Give full name & location eg Congregational Church, Ringwood, Hampshire. [Period] Enter the time period covered by the Register eg 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 eg Marriage Register. [Church] Give full name & location eg Congregational Church, Ringwood, Hampshire. [Period] Enter the time period covered by the Register eg 1812-1838. 

NONCONFORMIST REGISTER - TRANSCRIPT

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

Tips: [Record Type] Enter eg Marriage Register. [Church] Give full name & location eg Congregational Church, Ringwood, Hampshire. [Period] Enter the time period covered by the Register eg 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 eg Baptisms. [Parish] Give full location eg Kettins, Angus. [Period] Enter the time period covered by the Register eg 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 eg Banns & Proclamations of Marriage. [Parish] Give full location eg Coupar Angus, Perthshire. [Period] Enter the time period covered by the Register eg 1750-1850. 

OPR - TRANSCRIPT

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

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

PARISH REGISTER - FILMED 

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

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

PARISH REGISTER - TRANSCRIPT

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

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

PAROCHIAL RECORDS

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

Tips: [Record Type] Enter eg Churchwardens' Accounts, Settlement Certificates etc. [Parish] Give full name & location eg 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 eg 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 eg 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 eg 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 eg 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 eg Will, Nuncupative Will, Unproved Will. [Court] Enter the full court name eg Prerogative Court of Canterbury.