Source Templates – Convert Builtins to Editable, Split, Import #sourcetemplates

Prior to RootsMagic 7’s new Import Lists feature, there was no way from within the program to import custom Source Templates from one database to another except through a laborious, one-at-a-time export to a .rmst file which you would then import, one-at-a-time. Or, alternatively, you would create a source against each custom template for a dummy person whom you would then drag’n’drop to the target database – a not very intuitive procedure. The 413 built-in templates are uneditable so you would have to copy them one at a time to make them editable. A workaround was developed that stored all the built in template definitions in one RootsMagicSTuser.rmst file which, when imported, created user-editable copies in the target database. Because this is a plain text XML file, revisions could be made with a text editor, especially with one intended for XML editing. Thus a user could maintain a master custom template .rmst file for import into new databases.

Import Lists made the transfer of custom source templates much easier by skipping the singular .rmst export/import process. Now it is possible to maintain a database of custom source templates, even Master Sources, and import them directly into another database. This page presents:
1. A script that creates editable copies of the 413 built-in source templates in any RootsMagic database:
SourceTemplates_CopyBuiltin2Editable.sql

2. A new database to which the script has been applied, for those who do not want to use SQLite:
SourceTemplatesEditable-normal-2017-04-19.rmgb

3. A script that converts editable (custom) source templates into ultra-split templates (no fields in Source Details):
SourceTemplateExtremeSplitConvert.sql N.B.: WARNING – use this on unused templates; it does not convert existing citations and master sources. For scripts that convert existing sources and the templates they use to ultra-split, see Sources – Adventures in Extreme Splitting.

4. The database from #2 to which the ultra-splitter has been applied:
SourceTemplatesEditable-ultrasplit-2017-04-19.rmgb

SourceTemplatesEditable-normal.PNG
Builtin source templates converted to user-editable templates with splitsbetween Master Source level and Citation or Source Details level unchanged.

All of the standard source templates are copied and fully customisable.
Use this file as a starting point for a new database

OR,

on an existing database,

use File > Import Lists > Source Templates to import the user-editable source templates

OR

compose a draft source in it using a custom template and copy the resulting sentences for Footnote, Short Footnote and Bibliography to a Free Form source in your working database.
These user-editable copies are split at the same level as the built-in ones.

SourceTemplatesEditable-ultrasplit.PNG
Builtin source templates converted to user-editable and ultra-split.

All of the standard source templates are copied and fully customisable. These user-editable copies have all fields in the Master Source and none in Source Details, corresponding to ultimate splitting of sources, a surefire way for footnotes to migrate unsullied through GEDCOM and transfer to FamilySearch Family Tree (and, very likely, through the pending TreeShare with Ancestry).
Use this file as a starting point for a new database

OR,

on an existing database,

use File > Import Lists > Source Templates to import the user-editable source templates

OR

compose a draft source in it using a custom template and copy the resulting sentences for Footnote, Short Footnote and Bibliography to a Free Form source in your working database.

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.