Terry's ORA Tips

Template Example – Census Citations

This page created 10 Aug 2020

Version note: Applies to ORA 1.07 and later

This article describes one of my example Templates for Online Repository Assistant (ORA). The other example Templates can be found in the index of Example Templates. Other articles in my ORA Section cover various topics about using the software. The "How it Works" section below includes links to articles describing the ORA features used in these Templates.

Description:

The Templates described here are designed to type data from U.S. Census records for the years 1850 through 1940 on Ancestry.com, to create citations for the census in various Tags in The Master Genealogist (TMG). This is part of my complete set of Templates for census records, which are described more completely in my article on Using ORA with Census Records.

The Templates are designed to enter the data into the Citation Detail and Surety fields for citing a census Source in Name, Relationship, and Event Tags.

A separate Template is provided for each of several types of Tags, and separate set of Templates are provided for each census year.

Example Output:

This example is a Citation if for a Marriage Tag. Contents of Citation Detail field will very depending on type of Tag and available information in a given census year, as shown in detail in the How it Works section below.

Type:

Auto Type, designed for use with TMG

Use:

In TMG, open a Tag Entry screen for a Tag in which you intend to cite this census. Open a Citation screen, and recall a previous Citation to the same Source (you can open the Citation screen with F4, and recall a previous Citation with F3, pressed as many times as needed to recall a Citation to the correct Source). Do not move the cursor after recalling the previous Citation. It does not matter what is in the Citation Detail field of the recalled Citation as anything there will be erased.

In your browser, navigate to the census record for the person for whom the Citation is being created. In the ORA Control Panel, click the Auto Type button associated with the Template for the type of Tag in which the Citation is being entered. The Template deletes any existing text in the Detail field and types text based on the data recorded in the Ancestry record page, and appropriate Surety values. For a fuller description see the Citation Templates section of my article on Using ORA with Census Records.

Limitations:
How it Works:

Separate Templates are provided for Citations to different types of Tags, and the appropriate Template must be selected based the type of Tag involved.

The Templates depend on opening a prior Citation to the current Source Definition to specify the correct Source. They then delete any text in the Citation Detail field from the prior Citation and enter text that describes how the census record supports the data entered in this Tag, customized for the type of data available in the census record based on the census year and in some cases the values extracted by ORA from the record.

The Template then advances to the Surety fields and enters values based on the information available in the current record.

Each Template is of the format of the following segment, which is for the 1850 through 1870 censuses for the Parent/Child Relationship Tag:

{tab}{ctrl+a}{del}shows them apparently living as parent and child{tab}1

The Template begins with the Control Sequence for the Tab key, to advance the focus from the Source Number field to the Citation Detail field. Next the Control Sequence for Ctrl-A key combination is used to select everything in that field, followed by the Control Sequence for the Delete key, which removes any text that may be in the prior Citation. The next part, shown above in yellow, is the segment that produces the new text for the Citation Detail field, in this case just literal text. This part differs between the Templates, as described in the following sections.

Next a Control Sequence for the Tab key advances the focus to the first Surety field, followed by literal text to type into that field. In the various Templates there are different text values, and in some cases tab Control Sequences, in order to place appropriate values in the Surety fields.

Illustrative output text for each combination of census year and type of Tag is shown below, along with a description of the methods used in the body of the Template (the part shown in yellow above) for Templates that use data is drawn from the record. For Templates that use only literal text, only the example output is shown. In these descriptions the Control Sequences and segments to generate Surety values are not shown, but they do appear in the actual Templates at the end of this article.

Citation for Name Tag:

The Citation Detail text for the Name Tag Citation is the same for all census years. An example of that text is as follows:

shows name as William H. Street

That output is produced by the following Template segment:

shows name as [Name:replace:\b([a-z])[ ]:$1. ]

It begins with the literal text "shows name as " followed by the [Name] Variable, which draws the name from the name field in the record. The value of this Variable is modified with the :replace Transformation to insert periods after any initials that appear in the name field. The Transformation searches for a single letter followed by a space (the segment shown in yellow above), and replaces that sequence with same letter followed by a period and then a space, which is done by the segment shown in green.

Citation for Parent/Child Relationship Tag:

The Citation Detail text for the Parent/Child Relationship Tag Citation differs for various census years.

The 1850 through 1870 censuses did not record the relationships between members of the household, so they only suggest relationships between parents and children by the arrangement of the names and ages. So for these years I simply enter the following text:

shows them apparently living as parent and child

For these years the same Template is used for both Father/Child and Mother/Child Relationships. Later census years require two separate Parent/Child Relationship Templates, so I include two copies of this Template in order to keep the same arrangement of Auto Template buttons in the ORA Control Panel for all years, which I find less confusing when using them.

The 1880 through 1940 censuses recorded how each member of the household was related to the head of household. So the record provides direct evidence of the relationship between the head of household and his or her children, so no Details entry is needed for those Tags. No Template is provided for them; I just recall a prior Citation and delete any text in the Details field.

The relationship between the spouse of the head of household an her children (the wife is almost invariably recorded as the spouse) is implied by the listing of her as his wife and them as his sons or daughters. So for these years the Template enters the following text for the relationship between the mother and son:

shows him as son of her husband

I have not found suitable simple text for the relationship between the mother and daughter, so I use text like this example:

shows the girl as daughter of Mary's husband

That output is produced by the following Template segment:

shows the girl as daughter of [Household Members:split:,:2:split: :1]'s husband

This segment takes advantage of the fact that Ancestry has included in its index a list of household members, which ORA collects in a field labeled "Household Members," and that for households containing the head of household, his wife and children they are consistently listed in that order. The Template uses two :split Transformations chained one after the other. The first, shown in green above, finds the wife's name by searching for the second item in the list, when separated by commas. The second, shown in yellow, finds her first name by searching for the first items in that result, when the names are separated by spaces.

The Template above is used for the census years 1880, and 1920 through 1940. The 1900 and 1910 censuses also recorded how many years the head of household and spouse had been married, which if compared with the ages of the children provides stronger evidence about whether the spouse was the mother of the children. For these years the Templates add text to reflect that information, with the following text for the Mother/Son Relationship:

shows him as son of her husband and that the parents had been married longer than the age of the child

The output for Mother/Daughter Relationship tag is like this example:

shows the girl as daughter of Mary's husband and that the parents had been married longer than the age of the child

This is produced by the same Template segment shown above, with the added literal text added at the end.

All of these Templates are designed for the most commonly found household arrangements. Citations for Relationship Tags for more distant relatives in the household must be entered manually.

Citation for the Birth Tag:

All the U.S. Censuses from 1850 through 1940 show each person's age and place of birth. The place of birth was supposed to be the state if born within the U.S., and the country if born outside the U.S., though some records show additional information.

For the years 1850 through 1880 and 1910 through 1940 the Templates produce text like the following example:

shows age 23 and state

or:

shows age 23 and county

This output is produced by this Template segment::

shows age [age] and <[?:Birth Place:abbr:us_states]state|country>

The Template starts with the literal text "shows age " followed by the [Age] Variable, which produces the age as indexed. After that is the literal text " and " and an expression which outputs either "state" or "country."

That expression uses an Alternatives Conditional, in which a Value Test Variable tests whether the value in the [Birth Place] Variable is the name of a U.S. state. An :abbr Transformation (in yellow) is used to try and look up the postal abbreviation for the birth place. If the value in that field matches a state name the Value Test Variable returns "true," thus satisfying the first part of the Alternatives expression, and the literal text "state" is output. If the Value Test returns "false" the first part of the Alternatives expression is not satisfied, and the second part comes into play, outputting the literal text "country".

The 1900 census recorded the age and birth place, and also the month and year of birth. For that year the output is like this example:

shows month, year, age 23 and state

This output is produced by a Template to the one described above, with the addition of the literal text "month, year, and " before the age term.

Citation for the Marriage Tag:

In the years 1880, 1920, and 1940 the census recorded only the fact that a couple was married. For those years the Templates produce the text:

shows married

In 1900 and 1910 the census also recorded the number of years the couple had been married, though Ancestry has not indexed that information for 1900. For those years the Templates produce the text:

shows married 19 years

This output is produced with this Template segment, which uses literal text and the Variable [Years Married]:

shows married [Years Married] years

For 1900, since this field is not indexed, the above segment is preceded with this term, which uses an Assignment Variable to create a prompt asking the user to enter the number of year from the image:

[=:Years Married]

For 1910, since this field is indexed in most cases, the above segment is instead:

<[?:Years Married]|[=:Years Married]>

This segment uses a Value Test Variable, enclosed in an Alternative Conditional expression. If the Years Married field contains a value, the first part of the Alternative returns "true," satisfying the Alternative, and the rest of the expression is ignored. If there is no value in that field, the Value Test returns "false" and the second part of the Alternative comes into play, creating the prompt.

In 1930 the census the age at first marriage of each member of a married couple was recorded. If either was married more than once this was not supposed to be the age at marriage to the current spouse, although sometimes that was what was actually recorded. So this information must be used with caution, but the Template does provide a means to record it, in the following format:

shows married, with his first marriage at age as 23 and her as 19

To work as intended, this Template must be used with the husband as focus in the ORA Control Panel. Since only the age at marriage of the focus person is indexed, the Template first creates a prompt to ask the user to enter that age of the wife, with the Template segment, using an Assignment Variable:

[=:Her Age at Marriage]

The actual output is then created with this segment:

shows married, with his age at first marriage as [Age at first Marriage], and hers as [Her Age at Marriage]

It uses literal text, the [Age at first Marriage] Variable from the ORA Control Panel for the husband, and the [Her Age at Marriage] Variable from the prompt, to create the desired output.

Citation for the Occupation Tag:

In 1850 through 1900 the censuses the occupation of each adult was recorded, and that information is generally indexed. The Templates for these years enter that information into the Citation Detail in this format:

shows occupation as farmer

That output is produced with the following Template segment:

shows occupation as [Occupation:lowercase]

The Template combines the literal text "shows occupation as " with the [Occupation] Variable. The value of the Occupation field is modified with the :lowercase Transformation because the occupation is generally indexed with initial capitals, which seem to me inappropriate in the Citation Detail.

In 1910 through 1940 the censuses the industry in which the person worked was also recorded, and that information is generally indexed, though in some cases it has been omitted. The Templates for these years enter that information into the Citation Detail in this format:

shows occupation as salesman and industry as retail drugs

That output is produced with the following Template segment:

shows occupation as [Occupation:lowercase] and industry as [Industry:lowercase]

This Template works the same as described above for the 1850 through 1900, with the addition of the text and Variable for the industry. Because the industry is sometimes not indexed, extra care is in checking output against the image is warranted.

Templates:

The following are the complete set Templates for each census year. For each Template the text I use in the Reminder field in the OraSettings window is shown, indented above the Template text. Both can be copied from the areas below and pasted into an Auto Type Template in the OraSettings window. The separation of the coding into "paragraphs" is used only to make the coding easier to understand. The paragraph breaks are ignored by ORA when the Template is used.

I include the Control Sequence {fast} to speed up the typing in all the Templates below. This works on my system, but you may need to remove it if your system doesn't tolerate this typing speed.

1850:

CD for Name Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows name as [name:replace:\b([a-z])[ ]:$1. ]{tab}2

CD for Parent Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows them apparently living as parent and child{tab}1

CD for Parent Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows them apparently living as parent and child{tab}1

CD for Birth Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows age [age] and <[?:Birth Place:abbr:us_states]state|country>{tab}211

CD for Marriage Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows them apparently living as husband and wife{tab}22

CD for Occupation Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows occupation as [Occupation:lowercase]{tab}2{tab*3}2

1860:

CD for Name Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows name as [name:replace:\b([a-z])[ ]:$1. ]{tab}2

CD for Parent Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows them apparently living as parent and child{tab}1

CD for Parent Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows them apparently living as parent and child{tab}1

CD for Birth Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows age [age] and <[?:Birth Place:abbr:us_states]state|country>{tab}211

CD for Marriage Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows them apparently living as husband and wife{tab}22

CD for Occupation Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows occupation as [Occupation:lowercase]{tab}2{tab*3}2

1870:

CD for Name Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows name as [name:replace:\b([a-z])[ ]:$1. ]{tab}2

CD for Parent Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows them apparently living as parent and child{tab}1

CD for Parent Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows them apparently living as parent and child{tab}1

CD for Birth Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows age [age] and <[?:Birth Place:abbr:us_states]state|country>{tab}211

CD for Marriage Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows them apparently living as husband and wife{tab}22

CD for Occupation Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows occupation as [Occupation:lowercase]{tab}2{tab*3}2

1880:

CD for Name Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows name as [name:replace:\b([a-z])[ ]:$1. ]{tab}2

CD for Mother/son Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows him as son of her husband{tab}1

CD for Mother/daughter Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows the girl as daughter of [Household Members:split:,:2:split: :1]'s husband{tab}1

CD for Birth Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows age [age] and <[?:Birth Place:abbr:us_states]state|country>{tab}211

CD for Marriage Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows married{tab}22

CD for Occupation Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows occupation as [Occupation:lowercase]{tab}2{tab*3}2

1900:

CD for Name Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows name as [name:replace:\b([a-z])[ ]:$1. ]{tab}2

CD for Mother/son Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows him as the son of her husband and that the parents had been married longer than the age of the child{tab}2

CD for Mother/daughter Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows the girl as daughter of [Household Members:split:,:2:split: :1]'s husband and that the parents had been married longer than the age of the child{tab}2

CD for Birth Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows month, year, age [age], and <[?:Birth Place:abbr:us_states]state|country>{tab}221

CD for Marriage Tag, from Correct Source Citation Screen

[=:Years Married]

{fast}{tab}{ctrl+a}{del}shows married [Years Married] years{tab}221

CD for Occupation Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows occupation as [Occupation:lowercase]{tab}2{tab*3}2

1910:

CD for Name Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows name as [name:replace:\b([a-z])[ ]:$1. ]{tab}2

CD for Mother/son Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows him as the son of her husband and that the parents had been married longer than the age of the child{tab}2

CD for Mother/daughter Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows the girl as daughter of [Household Members:split:,:2:split: :1]'s husband and that the parents had been married longer than the age of the child{tab}2

CD for Birth Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows age [age] and <[?:Birth Place:abbr:us_states]state|country>{tab}211

CD for Marriage Tag, from Correct Source Citation Screen

<[?:Years Married]|[=:Years Married]>

{fast}{tab}{ctrl+a}{del}shows married [Years Married] years{tab}221

CD for Occupation Tag, from Correct Source Citation Screen

fast}{tab}{ctrl+a}{del}shows occupation as [Occupation:lowercase] and industry as [Industry:lowercase]{tab}2{tab*3}2

1920:

CD for Name Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows name as [name:replace:\b([a-z])[ ]:$1. ]{tab}2

CD for Mother/son Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows him as the son of her husband{tab}1

CD for Mother/daughter Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows the girl as daughter of [Household Members:split:,:2:split: :1]'s husband{tab}1

CD for Birth Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows age [age] and <[?:Birth Place:abbr:us_states]state|country>{tab}211

CD for Marriage Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows married{tab}22

CD for Occupation Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows occupation as [Occupation:lowercase] and industry as [Industry:lowercase]{tab}2{tab*3}2

1930:

CD for Name Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows name as [name:replace:\b([a-z])[ ]:$1. ]{tab}2

CD for Mother/son Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows him as the son of her husband{tab}1

CD for Mother/daughter Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows the girl as daughter of [Household Members:split:,:2:split: :1]'s husband{tab}1

CD for Birth Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows age [age] and <[?:Birth Place:abbr:us_states]state|country>{tab}211

CD for Marriage Tag, from Correct Source Citation Screen

[=:Her Age at Marriage]

{fast}{tab}{ctrl+a}{del}shows married, with his age at first marriage as [Age at first Marriage], and hers as [Her Age at Marriage]{tab}221

CD for Occupation Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows occupation as [Occupation:lowercase] and industry as [Industry:lowercase]{tab}2{tab*3}2

1940:

CD for Name Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows name as [name:replace:\b([a-z])[ ]:$1. ]{tab}2

CD for Mother/son Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows him as the son of her husband{tab}1

CD for Mother/daughter Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows the girl as daughter of [Household Members:split:,:2:split: :1]'s husband{tab}

CD for Birth Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows age [age] and <[?:Birth Place:abbr:us_states]state|country>{tab}211

CD for Marriage Tag, from Correct Source Citation Screen

{fast}{tab}{ctrl+a}{del}shows married{tab}22

CD for Occupation Tag, from Correct Source Citation Screen

<[?:Industry]|[=:Industry]>

{fast}{tab}{ctrl+a}{del}shows occupation as [Occupation:lowercase] and industry as [Industry:lowercase]{tab}2{tab*3}2

 

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