because of some family research requests I have to dig deeper into RM7 which so far I have mainly used as a person related data storage in a wider research project.
Right now I struggle with the Source Templates. I think I have understood the principles around it, but somehow I seem not to get it right.
Ok, this is a current example:
I have to go through some hundreds of letters written by or to one key figure in the family tree. There are a few different repositories where these letters are held under different call numbers, obviously.
So I created a "correspondence" template that focused on the repositories as the Master Source and the respective letter details as the Source Details (" * ". i.e. with a star in the template). I also created a fact (for the date the letter was written) and the record the letter details in the relevant spots of the database (e.g. marriage details, address, events etc, different people referred to ...).
So far, so good: I create a master source for a letter and fill in the relevant details. But when I want to "cite" that letter source for its various parts of content, and link it to a different "Fact", I have to _re-fill_ all the "Source Details" again.
I do understand that if I was linking a fact with a new letter source that filling "Source Details" is required. But where is the error in my template design that causes this "re-filling" of the "Source Details" in citing a source?
I have noted that when I change a template that is already in use (e.g. change a field from Source Detail to Master Source, i.e. change the field tick for the Source Detail), I loose its content. This also seems to happen when I change, for instance, the "Display name". I would understand to loose the field content if I change the "field name" -- but the display name ...??? Is this a flaw in the programming -- or a faulty setting in my RM7 program?
Last, but not least:
I have noted that other Family research programs list sources simply with a number and possibly a detail. Is there a way for RM7 to the same? While I am still trying to figure out how RM7 really works in full operational mode, I gather that I will quickly have hundreds if not thousands of such sources (e.g. each letter as a separate source, and many more such sources). This is probably not so much a technical than a systematic question -- how to label the sources. Right? Is there any advice you can give?
Many thanks for your help, G