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#County: All films should be divided into their own county. This should be the same for the whole film. | #County: All films should be divided into their own county. This should be the same for the whole film. | ||
#Probate Estate Year: | #Probate Estate Year: The year written on the label of the file folder.<br>• If “n.d.” is on the label, leave this field blank and type “No date” in the Notes field (without quotation marks).<br>• If the label does not include a year, leave this field blank and type “No date” in the Notes field (without quotation marks).<br>• Include only the year on the label. Do NOT include date modifiers such as ca., circa, about, est., or approx. <br>• If the label includes a span of years, such as 1894-1896 (or 1894/5), type only the first year (which in these examples would be “1894”).<br>• A date of 187– should be typed as “1870s.” <br>• If there are two years on the label, which may occur when a husband and wife share one folder, type both years in this field separated by an ampersand. For example, type “1894 & 1907.” | ||
#Given | #Given Name: The given name written on the label of the file folder.<br>• Do NOT use punctuation (periods or commas). <br>• If the label does not include a given name, leave this field blank and type “No given name” in the Notes field.<br>• If the label includes “----“ or “????” leave this field blank and type “No given name” in the Notes field.<br>• Titles (both prefixes and suffixes) such as Mrs., Dr., Capt., and Sr. should be entered after the given name without punctuation. Examples: Jane (Mrs), Joseph (Dr), and John (Jr).<br>• If there are two given names with the same surname, type “Joseph & Jane” in the Given Name field. Type “Smith” in the surname field. Use “&” instead of the word “and.”<br>• Spelling variations are treated as AKAs. <br>o Example: For “Sarah (Sallie) Jones” type “Sarah” in the Given Name field, “Jones” in the Surname field, and “Sallie Jones” in the AKA Name field.<br>• If there are two given names associated with different surnames, enter the first name as usual and type the second name in the Notes field (e.g, “see Joseph Smith 1756”). | ||
#AKA Name: | #Surname: The surname written on the label of the file folder.<br>• Treat a maiden name as an AKA. Example: If the label says “Jane (née Jones) Cooper” type “Jane” in the Given Name field, type “Cooper” in the Surname field, and type “Jane Jones” in the AKA Name field.<br>• Spelling variations are treated as AKAs. <br>o Example: For “John McCann(s)” type “John” in the Given Name field, “McCann” in the Surname field, and “John McCanns” in the AKA Name field. <br>o Example: For “Robert McCullo(c)h (McCullough)” type “Robert” in the Given Name field, type “McCulloh” in the Surname field. Type “Robert McCulloch, Robert McCullough” in the AKA Name field.<br>o Be sure and include the given name along with the alternative surname.<br>• When a folder is labeled “Miscellaneous” or “Unnamed Decedent,” enter it in the Surname field exactly as written. | ||
#Notes: | #AKA Name: Alternative given names or surnames on the label of the file folder.<br>• This field is left blank unless as an alias is written on the label.<br>• Do NOT treat prefixes and suffixes (such as Mrs. and Jr.) as AKA names. <br>• Label entries of “See John Mills 1780” should NOT be treated as AKAs. These entries are not alternative names, rather they point the user to a related folder. Type “See John Mills 1780” in the Notes field. | ||
#Notes: This field should be left blank with the following exceptions:<br>• If there is no year on the label, type “No date” in the Notes field.<br>• If the label includes “n.d.” type “No date” in the Notes field. <br>• If there is no given name on the label, type “No given name” in the Notes field.<br>• Type “See John Mills 1780” when the label identifies another folder the user should review.<br>• If the last folder so indicates, type “Folder refilmed on next microfilm” in the Notes field. (See instructions below)<br>• Separate multiple entries with commas. | |||
*Once the Consolidated Form is complete, highlight the estate file it applies to and click “New.” | *Once the Consolidated Form is complete, highlight the estate file it applies to and click “New.” | ||
*Repeat this process until all estate files have been Waypointed with their own Consolidated Form. | *Repeat this process until all estate files have been Waypointed with their own Consolidated Form. | ||
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