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GEPS 018: Evidence style sources

10,339 bytes added, 14:49, 20 July 2021
Added description and screenshots of the gep-018 implementation
Many users, particularly if they aren't experienced researchers, may have difficulty abstracting the details from the wide variety of source types they encounter into the 4 fields that Gramps provides. Worse, the 4 fields aren't really adequate to capture all of the possible source information and redisplay it in well-formatted footnotes or endnotes in a report or reference links in a web page.
Elizabeth Shown Mills <small>(1944- &nbsp; )</small> &#91;broken link<code>http://www4.samford.edu/schools/ighr/faculty/mills_e.html</code> [https://web.archive.org/web/20120827150242/http://www4.samford.edu:80/schools/ighr/faculty/mills_e.html Elizabeth Shown MillsInternet Archive page]] is an eminent American genealogist who has [https://www.librarything.com/author/millselizabethshown&all=1 written extensively ] about collecting, analyzing, and citing evidence in genealogical research and publications, including the books "''[httphttps://www4lccn.samfordloc.edu/schools/ighr/facultygov/mills_e.html 97072909 Evidence! Citation and Analysis for the Family Historian] ''" and an expanded version, "''[httphttps://www.amazonevidenceexplained.com/Evidence-Explained-History-Artifacts-Cyberspaceindex.php/dp/0806318066/ref=ntt_at_ep_dpt_1 Evidence Explained: Citing Family History Sources from Artifacts to Cyberspace]''". While most readers focus on (The 1st edition was awarded the formats of the citations provided in the books, in reality every publisher has a style guide and Evidence Explained isn't used by any of them'Library Journal 2007 Best Reference''. The real value A revised 3rd edition was released in these books is Mills's explanation of how to effectively analyze the evidence and how to integrate the many pieces of evidence (and Mills is well known for taking the "reasonably exhaustive search" requirement of the [http://www.bcgcertification.org/resources/standard.html BCG's Genealogical Proof Standard] to the absolute limit2018) into a well supported conclusion.
Citation styles are While most readers focus on the concern formats of published materialthe citations provided in the books, in reality every publisher has a style guide and will differ both for Evidence Explained isn't used by any of them. The real value in these books is Mills's explanation of how to effectively analyze the medium evidence and for the publisher. So long as how to integrate the necessary information many pieces of creator, title, enclosing work evidence (and Mills is well known for etaking the "reasonably exhaustive search" requirement of the [https://web.archive.org/web/20170915234745/http://www.bcgcertification.gorg/resources/standard. magazine or jouranl articles), publisher (if published) or repository (if not), date, and details (like page number) are available in the citation, the style isnhtml BCG't very important s Genealogical Proof Standard] to the reader. Publishers want all of their publications to have absolute limit) into a consistent style and issue style manuals to help authors prepare their workwell supported conclusion.
For a computer program like GRAMPSCitation styles are the concern of published material, and will differ both for the medium and for the goals should be to collect all of publisher. So long as the necessary information noted above of creator, title, enclosing work (for e.g. magazine or journal articles), publisher (if published) or repository (if not), date, and details (like page number) are available in a way that is easy for users to enterthe citation, the style isn't very important to support evidence analysis and comparison the reader. Publishers want all of their publications to create "proof arguments", have a consistent style and issue style manuals to link those proof arguments to the genealogical conclusions in the databasehelp authors prepare their work.
GRAMPSFor a computer program like Gramps, the goals should be to collect all of the necessary information noted above in a way that is easy for users to enter, to support evidence analysis and comparison to create "proof arguments", and to link those proof arguments to the genealogical conclusions in the database. Gramps's present data structure maps directly to the SOUR and SOUR_CITATION structures in the [httphttps://homepages.rootsweb.ancestry.com/~pmcbride/gedcom/55gctoc.htm GEDCOM5.5] standard, and the source entry form maps directly to the data structure. While it's possible to cram everything needed for a good citation into those three fields, parsing the information back out to actually create a citation is unnecessarily challenging.
=== Bibliography Data Formats ===
* Thompson-Reuters [http://en.wikipedia.org/wiki/EndNote EndNote] is easily the most popular commercial reference management program. It uses a proprietary file format which has nevertheless been reverse-engineered many times so that bibliographies can be easily exchanged between EndNotes and other reference managers.
* Most of the major commercial genealogy programs use a proprietary relational schema for storage of citation data. These fall into two broad categories, binary (similar to GRAMPS's key/value schema, where a citation is composed of several records each having a key/value pair and the program's logic parses the keys to display the citation in the desired format), single-table (where a database tuple is defined which contains the maximum needed fields, each of which is assigned a value according to a parsing scheme in the programs logic), and multiple-table, where different citation types are stored in tables with tuple schema which reflect the requirements of each. As so often in programming, each has costs and benefits with respect totoo. === Bibliography ===
= Further Reading =
Elizabeth Shown Mills' has a [https://www.evidenceexplained.com/ website] that includes [https://www.evidenceexplained.com/content/sample-text-pages sample text pages] from Evidence Explained, [https://www.evidenceexplained.com/content/sample-quickcheck-models sample QuickCheck Models] and a [https://www.evidenceexplained.com/forums/evidence-explained forum] that includes exhaustively extensive discussions of citation issues.
 
John Yates has, with Mills's permission, encoded the elements of the specific examples in Evidence Explained: [http://jytangledweb.org/genealogy/evidencestyle/ Two Computer Ready Parametrizations of "Evidence Style" Historical Sources].
* [http://recollection.zepheira.com/about/userguide/ Recollection project]
* [http://sourcetemplates.org/ SourceTemplates.org]
* [http://citationstyles.org/ Citation-style-language (CSL)]* [http://wiki-de.genealogy.net/Gedbas4all/Datenmodell A model for Germany]* [http://french-genealogy.typepad.com/genealogie/2010/11/a-sourcing-suggestion-insee-codes.html French case] and [http://french-genealogy.typepad.com/genealogie/2012/05/sourcing-and-annotating-the-french-way.html sourcing , annotating] and [http://french-genealogy.typepad.com/genealogie/2013/07/mastering-genealogical-proof-and annotating-french-genealogy-part-4.html citations].* [http://www.beholdgenealogy.com/blog/?p=1395 Standardizing Sources and Citation Templates], Louis Kessler’s Behold Blog
Citations and bibliography search engines:
* [http://www.francegenweb.org/~biblio/ GenWeb] using [http://wikindx.sourceforge.net/ WIKINDX3].
* [http://catalog.loc.gov/ Library of Congress]
* [http://classify.oclc.org/classify2/api_docs/index.html Online Computer Library Center API]
* [http://gallica.bnf.fr/ Gallica]
* [http://catalogue.bnf.fr/jsp/recherchemots_simple.jsp?host=catalogue French national library]
 
As an example of discussions of use of Evidence Explained we may consider citation for the UK Census. [http://www.rootsuk.com/researchguide/census_page.htm Anatomy of a Census Page] provides quite a good general illustration of the use of Class, Piece, Folio and Page (though it shows only the 1891 census). [http://archiver.rootsweb.ancestry.com/th/read/CUMBERLAND/2007-03/1175373358 UK Census Citations] shows how this scheme applies to other censuses.
 
In a [http://archiver.rootsweb.ancestry.com/th/read/APG/2009-08/1249249224 rootsweb mailing list] ESN proposes the following reference:
<pre>
1861 census of England, Middlesex, Shoreditch, Haggerstone East,
Haggerstone St. Mary, folio 5, page 4, household 16, William Loe;
PRO HO 9/249, The National Archives, Kew, Surrey, UK;
via Family History microfilm 542,590;
imaged in the database "1861 England Census," _Ancestry.com_
(www.ancestry.com : 2 August 2009).</pre>
There is a subsequent extensive discussion that may (or may not?) suggest changing (part of) the reference to
<pre>
Office for National Statistics, London; Census - England & Wales - 1861;
RG09/3753 Folio 12 Page 17, Schedule No. 86; Durham, Newbottle, District 6;
The National Archives, Kew, Richmond, Surrey, TW9 4DU.
</pre>
 
In a separate discussion in the [https://www.evidenceexplained.com/content/1841-british-census Evidence Explained forum], 'Ann' asks:
<pre>
EE page 303 shows an example for the 1841 census.
 
This is my start for my citation;
 
1841 census of England, Warwickshire, [city], [parish], folio 6, lines 5-15,
William Vero household;
digital image Ancestry.com, (http://www.ancestry.com : accessed 24 September 2004);
citing PRO HO 107/1127/10
</pre>
'AdrianB' proposes:
<pre>
1841 census of England,
Warwickshire, Atherston, William Vero household;
digital image Ancestry.com, (http://www.ancestry.com : accessed 24 September 2004);
citing The National Archives of the UK, HO 107 piece 1127 book 10, folio 6, p. 4, lines 5-15
</pre>
(because the folio and page are part of the TNA reference) which ESM calls workable but queries whether there is enough geographical information, while 'Ann' comes up with the following reference:
<pre>
1841 Census of England,
Warwickshire, Atherston Township, Hemlingford Hundred, Mancetter Parish, Enumeration District (ED) 1,
folio 6, p. 4, lines 5-15, Long Street, William Vero household;
digital image, Ancestry.com, (http://www.ancestry.com : accessed 24 September 2004);
citing PRO HO 107/1127/10.
</pre>
(line breaks inserted for easy comparison).
= Needed =
We need for this
# fix Fix of bug {{bug|2332}}:Allow reorder of Data in the Data tab of Source: make Data SourceAttribute, which have sourcetype '''[done](available in Gramps 4.1)'''# Convert [http://www.gramps-projectjytangledweb.org/bugsgenealogy/viewevidencestyle/evidence_style.php?id=2332ods Computer Ready Parametrizations of "Evidence Style" Historical Sources]bug 2332 [done]# convert [http://jytangledweb.org/genealogy/evidencestyle/evidence_style.ods] to format usable in Gramps, so sourcetypes, source attribute types, ..., and business logic Evidence (no templates needed, all business logic) '''[partially done]'''
# Adapt GUI to allow Evidence style sources input. Is a database change needed? Don't think so at the moment.
==Proposed Report changes ==
Reports use the new citation style, using templates to build the citation.
 
= gramps-project:geps/gep-018-evidence-style implementation =
 
In summer/autumn 2013, Benny implemented Evidence Explained template in Gramps. There was much controversy about this implementation.
 
As I (Tim Lyons a.k.a. kulath) recall I was particularly concerned about the added complexity of the EE templates, and wanted something that was more flexible. In particular, I wanted the user to be able to choose either the EE templates, or just the GEDCOM attributes, or any other templates that they wanted.
 
I therefore extended Benny’s implementation so that the templates were read in, and stored in the user’s Family Tree. In the end, this was never used, and it seems that bitrot means that it does not properly run now, but I have captured some screenshots from it running on an old Linux system.
 
This allowed complete flexibility in citation attributes.
 
- Gramps could be run with no fixed attributes, or with just the standard GEDCOM ones, or with EE attributes, or with user defined attributes, or with any combination.
 
- The attributes were stored in the Family Tree database, so that if you merged trees, the appropriate attributes were available.
 
- Citations could be output (for reports etc.) using built-in code, and a proof of concept was implemented for output using citeproc.py.
 
- citproc.py implements CSL, and can output in a variety of different formats, for example Chicago manual of style etc.
 
- Attribute definitions could include mappings from the attributes to the fields needed by citeproc/CSL.
 
 
 
The EE templates are actually a bit of a crock; she has somewhat reinvented the wheel for various templates that are just arbitrarily different from other citation manuals. She says that “Evidence Explained guides us through a maze of sources not covered by other citation manuals”, that might have been true at the time she started her work, but she has never revised it to take account of more recent guidance from ‘other citation manuals’. However, the prototype I implemented allowed EE as an option.
 
Screenshots from the implementation follow.
 
[[Image:gep-018 source GEDCOM.jpg|right|thumb|600px|add a GEDCOM source]]
 
 
 
 
 
Add a source. The EE templates are available in this Family Tree, but the user has chosen the basic GEDCOM template. The top section shows how the input information will appear in three different reference outputs. This is incomplete because the citation information has not been added. As the user enters data the reference display updates. For a GEDCOM source, the information to be entered is just the Author, Title and Publication information. There is also an option to input a short form of the Author, which is used in the short footnote form of output.
 
{{-}}
 
[[Image:gep-018 source GEDCOM with data input.jpg|right|thumb|600px|add a GEDCOM source with data entered]]
 
 
 
 
As above with some data entered.
 
{{-}}
 
[[Image:gep-018 citation GEDCOM.jpg|right|thumb|600px|add a GEDCOM citation]]
 
 
 
 
Add a citation for the GEDCOM source. This dialogue box is very busy because it includes both the source and the citation information. Later, Gramps was changed so that only a brief mention of the source was displayed. Again, the user has chosen the GEDCOM template. The top part again shows how the citation reference will appear in three different forms of output. The Name is for use inside Gramps, for example in list views; the value is by default set from citation fields, but can be set manually. The Confidence is the normal citation confidence field. The ID is the internal Gramps ID.
 
The next section contains the various citation fields. Unfortunately the screen resolution (1280 x 800) is insufficient to show the whole window. In this case though it just contains the Date and Page fields. There is also an optional short Date and Page field.
 
The lower section repeats the information from the Source
 
{{-}}
 
[[Image:gep-018 source UK census.jpg|right|thumb|600px|add a census source]]
 
 
 
 
Here the user has chosen one of the EE templates. This source contains many different fields.
 
{{-}}
 
[[Image:gep-018 citation UK census.jpg|right|thumb|600px|add a census citation]]
 
 
 
 
Here the user has chosen one of the EE templates. This screenshot only shows two of the Citation Fields, Civil Division and Page, but there are also Person of Interest, Date Accessed and Credit Line (in addition to optional short versions).
 
The lower half of this dialogue box shows how the various fields will be combined for GEDCOM output.
 
{{-}}
 
[[Image:gep-018 source no EE.jpg|right|thumb|600px|add a source]]
 
 
 
 
One of the important points about this implementation is that the user has the ability to use templates other than the EE ones. Here the user has not chosen any templates. (IIRC In this implementation the templates are chosen by placing the relevant files in the “scrtemplates” folder in the plugins directory. This would work well if the user wanted to choose templates from the plugins repository. However, this is just one possible approach). Once the user selects to add a source, if necessary, the built in GEDCOM templates are added.
 
The “Unrecognised Template” choice is just a placeholder.
 
{{-}}
 
[[Image:gep-018 citation no EE.jpg|right|thumb|600px|add a citation]]
 
 
 
 
This is the corresponding citation entry dialogue box for GEDCOM only.
 
{{-}}
———
 
A proof of concept was implemented to show how this implementation could interface with the CSL processor citeproc to generate citations according to the desired referencing format.
 
The EE template 'ESM254' would have the following mapping to convert the EE attributes to CSL attributes.
 
<code>
amap = {
'type' : 'chapter',
'author' : '%(COMPILER)s',
'title' : '%(TITLE)s',
'edition' : '%(TYPE)s',
'container_author' : '%(WEBSITE_CREATOR/OWNER)s',
'container_title' : '%(WEBSITE)s',
'url' : '%(URL_(DIGITAL_LOCATION))s',
'locator' : '%(ITEM_OF_INTEREST)s; %(CREDIT_LINE)s',
'accessed' : '%(DATE_ACCESSED)s',
'page' : '1-7'
}
</code>
 
= References =
# - Original Users Mailing list discussion: [httphttps://sourceforge.net/p/gramps/mailman/message/22676140/ Evidence Explained Style Sources]# - [https://en.1791082wikipedia.n4.nabbleorg/wiki/ISO_2709 ISO 2709]/[https://github.com/Elizabeth-Shown-Mills-source-type-fields-tt1814140.html Evidence Explained Style Sourcesagrausem/pyromarc MARC]support?
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