Archiver > TRANSITIONAL-GENEALOGISTS-FORUM > 2011-12 > 1324870359

From: "Kathy Gunter Sullivan, CG" <>
Subject: Re: [TGF] Question about Source Citations and My Rootsmagic Software
Date: Sun, 25 Dec 2011 22:32:39 -0500
References: <><><00a901ccc2b3$ccb01c90$661055b0$@com><><005301ccc333$4ae805d0$e0b81170$@com><> <><BAY145-ds2110AEE5F0D4A4BC5057AB92AE0@phx.gbl>
In-Reply-To: <BAY145-ds2110AEE5F0D4A4BC5057AB92AE0@phx.gbl>

Michael brings up a *very* valid point to consider.

When North Carolina county courts of pleas and quarter sessions ceased
to exist in 1868, estate probate authority transferred to county
superior courts. Original wills, however, are categorized at the North
Carolina State Archives as (for example) Randolph County Original Wills.
At the end of the day, our source citations need to reflect the same
title that the holding repository uses because that is the ultimate
finding information.


Michael Hait wrote:
> [snipped] For the record group you described, I would go with Kathy's response to you.
> The only adjustment that I would make--and this may be considered a simple
> matter of taste or personal preference--is that I would add the original
> creating body. When records are transferred to the state archives, they are
> often grouped by the original creator. Using Kathy's example, I would amend
> it as
> Randolph County, North Carolina, [Clerk of Superior Court?], Original Wills,
> Samuel Lewis (1823); box no. C.R.[whatever], North Carolina State Archives,
> Raleigh.
> I put Clerk of Superior Court in square brackets because I am not
> particularly familiar with North Carolina record groups, and I could not
> locate the information on the North Carolina State Archives web site with a
> quick search. I did find some information on the North Carolina Courts
> website ( that states that wills and estate records are
> deposited in the Clerk of the Superior Court's office. I assume that the
> Clerk transferred original will records to the state archives. This is
> something that you will have to determine for yourself when creating a
> citation for a record you are using.
> Hope this helps, and Merry Christmas!
> Michael Hait, CG(sm)
> "Planting the Seeds" Blog:
> CG and Certified Genealogist are service marks of the Board for
> Certification of Genealogists, used under license by board certificants
> after periodic competency evaluation, and the board name is registered in
> the US Patent & Trademark Office.
> -----Original Message-----
> From: Ginger Smith
> Sent: Sunday, December 25, 2011 8:35 PM
> To:
> Subject: [TGF] Question about Source Citations and My Rootsmagic Software
> Hi,
> I hope everyone had a wonderful holiday and looking forward to starting a
> brand new year!
> I wanted to jump in with a question that I need help with and instead of
> pulling my hair out, I thought maybe someone could help me out.
> I am trying to cite an original will from the North Carolina State Archives.
> I understand from reading Evidence Explained that probate records that were
> transferred to the State Archives should be treated as local records,
> especially in the case of the North Carolina State Archives, and the county
> should remain the creator.
> The citations I created followed EE's example on page 528:
> Footnote:
> Randolph County, North Carolina, Original Will Records:
> file “Lewis, Samuel, 1823”; North Carolina State Archives, Raleigh.
> Bibliography:
> North Carolina. Randolph County. Original Will Records.
> North Carolina State Archives, Raleigh.
> I've been struggling with my Rootsmagic software, I'm sure like many others
> of us out there, but I just wanted to make sure I'm not missing anything.
> The closest template I could find was the "Local Records, Files moved to
> state archives" template.
> It has everything I need, but with a few extra fields.
> The Master Source has the following:
> Jurisdiction (county and state)
> Series (this would be "original will records")
> Collection (this is blank for me)
> Repository (North Carolina State Archives)
> Repository location (Raleigh)
> The source details has the following fields:
> File (this is where I put in "Lewis, Samuel, 1823")
> Item Arrangement (It says put the item number or arrangement of items in
> this field)
> Item of interest
> Record date
> I don't know if I'm supposed to put anything in the last 3 fields because if
> I do so, then it goes outside of the scope of Evidence Explained and puts
> additional information in there that is not accounted for in EE.
> But if I don't put anything in those fields, then my footnote looks funny,
> with spaces and addition comments where the fields are empty.
> Randolph County, North Carolina, Original Will Records, file: "Lewis,
> Samuel, 1823," , ; , North Carolina State Archives, Raleigh.
> I do have additional information that I can add to these fields like the
> date range of the series and the box number, and even the range of the last
> names for the box I pulled for this will (and even a "call number" that is
> required to order the box).
> So my question is this: Should I create a new Rootsmagic template and delete
> these bottom three fields so that my final footnote matches up with the EE
> example. And if I do delete these fields, what should I do with this
> additional information that I have that *I* believe is required to order the
> records?
> Thank you,
> Ginger

This thread: