Identify Your Source – Part One – the Quick Path

Unlike traditional genealogy software that starts with a tree, Evidentia encourages us to start with a source. And the first step in using Evidentia is to identify your source. Think of identifying your source as creating a card for the card catalog. Evidentia 3 streamlines the process of identifying your source by presenting only required fields on the main screen.

The next tutorial, we’ll explore the Detail, Identify a Source screen, but in this presentation, we will focus on the short path.

Source Title

On the Identify-a-Source screen, we start by giving our source a title. The title can be anything we want it to be and does not have to be the actual document title. The title will be used in sorting and filtering sources in the source list so use a naming strategy that will work for you.

Classify Your Source

Once you have given your source a title, you’ll be asked to classify your source. Sources can be classified as Original Records, Derived Records, or Authored Works. You can find out more about classifying your sources on the internet or in many popular books on genealogy standards.

Citation Titles

Once your source is classified, you’ll be prompted for a Citation Title. Think of the Source Title as the title of a book and the Citation Title as a title for the part of the book you are interested in. Evidentia pre-populates the citation titles with the source title plus “dash Cite.” I like to replace the last part with the name of the main person of interest. Use whatever title works for you. Just be aware that a source can have multiple citations associated with it.

Citation Listings

Finally, you will be prompted for a Citation Listing, a footnote. The Citation Listing helps you, or someone after you, know how to find the source and where, in the source, the information of interest can be found. The Citation Listing can be copied from another program and pasted into the box or you can double-click on the box to open a pop-up editor for entering your citations.

We recommend using the Evidentia Template Manager, as it includes many advantages we will discuss in the next tutorial. Simply select the template type closest to what you need, and fill in the fields. Notice how the prompts on right change to reflect the data entered. Be sure to scroll to the bottom and fill in all the data fields that you can. Once the data is entered, click the SAVE button.

Once your citation is created, you will see it populated in the citation-listing box. You should also see an entry in the source list for the source record, and in the citation list for that portion of the source record you are interested in.

That’s all there is to identifying your source. In the next tutorial, I will demonstrate an alternate method of identifying your source using the Detail Source screen.