Thursday, April 19, 2012

Use of a Template

I don't know about others, but it's taken me a while to understand how to use the Template Feature, looking at Input and Output. What fields do what, and how to get the output you want.

The Family Tree Maker Templates conform to EvidenceExplained!

But the output is made up of Two pieces. The Source, the document that information is to be taken from, and the Citation, where in the Source did you take the information from. The citation is linked to the data or facts that you enter into your database.

Lets take the 1940 Census. Go to the Source Workspace, select Add, More, then use the "cen" for census, keyword. This will offer a number of Census formats for you to choose. There is NOT a specific listing for 1940, but the data required for the Source can also be found in the 1880 - 1930 Census. For this example, I will use the Census Year and Location format.

The Template looks like this, filled out:

1940, New Jersey, Camden County, Publication Number is T627, Film Roll Number, Website, Database Publisher, Publisher location, Database year, URL.

This example is for would the same template but would require a different (new) Template for that provides (the Roll Number will be added later)

Keeping the output in mind, I entered "County" after the County Name.

The Comments are what I put in there as a reminder for me, as to the data that I will use for the Citation Details, and the Citation Text fields.

Looking at the Reference Note, after clicking OK, you will see the following:

 There are two pieces, so far, in the Reference Note:

1940 U.S. census, population schedule, New Jersey, Camden County

and the publisher (

There are two pieces of information that have not been entered. Citation Details, and Citation Text.

The Citation Details will include:

(ED) _____, page __ [(stamped)] or sheet __ [(handwritten)],

The Citation Text will complete the details:

_______ [Civil Division], _______ [Household ID], _______ [Person of Interest], digital image

As these two fields are entered, AND a check mark is selected to be included in the Ref. Note, the Reference Note will be complete.

1940 U.S. census, population schedule, New Jersey, Camden County, Enumeration District (ED) __, Page _-_ page __ [(stamped)] or sheet __ [(handwritten)]. Civil Division, Dwelling ID,Person ID household, lines __ - __, digital image; NARA microfilm publication T627; digital image, (

Here is what the EndNote will look like before the blanks have been filled in.

I have posted other examples on this. I am only focusing on the make up of the Fields that go into the EndNotes.


Copyright © 2012 by H R Worthington


  1. This comment has been removed by a blog administrator.

  2. Hi Russ, I'm just starting to look at some of your posts on templates. In the last screen shot above, why do you split some of the citation information between the "citation detail" box and the "citation text" box instead of putting it into just the detail box? Jeff Hodge

    1. Jeff,

      You can always do what you wish or what works for you. I generally us the Citation Text for my own information. Some templates don't require the use of the Citation Text, but I will enter data helpful to me. For example: I put more information, in a Find-A-Grave entry but NOT include it in the Reference Note (or EndNote).



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