Simplifying Source additions
It would be nice to have the following two options in the source page:
When adding a new source,
1) it would be very helpful to be able to edit a field (on the right hand side of the page) while in the source page without having to return to the profile page to edit the information. This would would be much more efficient and save a lot of time.
2) it would also be nice to replicate the new page option when adding a field. The potential standardized information shows up when you click on a field, saving a lot of time.
Comments
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If I'm interpreting it correctly, your first suggestion is to make the new Sources tool -- the one that brings up the Sources list in a side panel on the profile's Details page -- basically just a squashed version of the Sources tab, with full editing and viewing capabilities. Well, good news: that's exactly what it is. If you click a source's title in that right-hand panel, you get "View" and "Edit" and "Review Attachments" (if it's an indexed source) and so on.
I'm afraid I can't make heads or tails of your second suggestion. "Potential standardized information" implies that you're adding either a place or a date, but what are you adding it to?
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Let me see if I can do a better job of describing the source option:
- When there is a research help source on the right of the profile page, click on it.
- Next, the info shows in the right side column, click Review and Attach.
- Then, when a potential source shows up, click on compare. There is information of the left side (Person of Record) and on the right side (Selected Person).
- At this point you can add some information from the left side to the right side by clicking add. However, there is often information in left column that is correct and should be updated on the right column, but cannot be updated at this point. Example: the information on the left shows the sex is male, but your information shows unknown. It would be helpful to edit and update that information on the right without having to save the source first and then return to the profile page, edit the sex and then change it to male.
Second source option.
Follow steps 1-3 above.
When new information is on the left source page, click add move it to the right side (Select person). Frequently, the information is an event with a date and place. In the new source page when you add a new a new date, the standardized date shows up when you click in the date field and can be selected by clicking on it. The same is true for a place. When you click on the place and there is a standardized location, it shows up and can be selected by clicking it.
Both these options would save time a lot of time and increase efficiency. When you are reviewing all possible sources for hundreds of people each year, this would be a great help.
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Oh, you're talking about Source Linker.
The suggestion to allow full profile editing while in Source Linker has come up many times before, but there is a major problem with it: you cannot see everything that's on the profile when you're in Source Linker.
Say, for example, that a person's gravestone has his birthdate wrong. (My great-great-grandmother's stone has her death date wrong. It happens.) The problem is, the correct date is not known; it's just a proven fact that he was born at least a year later than what the stone says. The approximate date is carefully entered, and the situation is carefully explained in both the reason statement and a collaboration note.
Along comes a new gravestone index. The hinting system offers it up, and a descendant looks at it, and says yep, that's him, and goes to Source Linker to attach the index entry. The left-hand side has an exact birthdate. The right-hand side has an approximate one. Exact is better than approximate, right? So should that user be allowed to transfer that exact-but-incorrect birthdate from the gravestone index to the profile? He cannot see the current reason statement, or the collaboration notes, or the five different sources showing why that date cannot be correct.
As is perhaps glaringly obvious, I strongly believe that the answer should remain "no, he should not be able to replace the existing conclusion without looking at the full details on the profile page."
And I'm afraid I still don't understand your second suggestion. Family Tree uses the standards drop-downs everywhere that you can enter dates and places, including when adding a conclusion or person using Source Linker. What you're describing is exactly how things currently are. Do you want it to change? If so, how?
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