- As mentioned above, Smart Folders offer great benefits in all contexts. But they are particularly useful for organising and displaying information about sources and citations. You can have whatever kind of organisational structure you want (see example, right). If you use source templates, the standard folder set for Source records will automatically generate Smart Folders that reflect the structure and content of your source templates – including any custom source templates of your own. Each Smart Folder can have its own set of content-specific columns. This again is particularly useful when dealing with sources, where the type of stored information can vary considerably.
- Previously Family Historian has supported two types of Source record: generic and templated. There is now a third type: free form. Free form sources allow sources and citations to be simply entered in an unstructured way as text, using bold, italics and underline where needed.
- All source citations, of all types, can now be fully customised in the Citation Window.
- The Bibliography section of reports and books has also been improved and made more flexible. Now you can customise a bibliography entry at the Source record level, and at the citation level. Where previously it just generated an entry for each Source record, now the Bibliography section looks at the complete list of generated bibliography entries and effectively merges all identical entries. This means that lumpers can have multiple bibliography entries for a single source, if they wish to (by associating different bibliography entries with different citations), and splitters can allow multiple Source records to share a single bibliography entry if they wish to do that (see terminology note below).
- Family Historian 8 introduces a new “prioritize compatibility” export option, which exports full details of source citations using standard GEDCOM fields – so any program can import them, whatever your source type. This matters because GEDCOM (the standard format for shared genealogy data) doesn’t natively support source templates, free form sources, or customised citations, so those details could otherwise be lost when exporting to another program. The new option works with all source types – generic, free form or templated, customised or not.
Terminology: In the genealogy world, a ‘splitter’ is a genealogist who favours having many, detailed Source records to represent real-world sources, where a ‘lumper’ prefers a small number of large-scope Source records. For example, a splitter might have one Source record for each census entry in a particular census, where a lumper might have one Source record for the entire census. Most genealogists are a mixture of the two.