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Source Note Template

Use this template when creating a new source note in the Librarian notebook. Source notes contain ONLY source material — no analysis, no theory, no commentary.


Citation

Full Citation: [Evidence Explained format — specific-to-general: item, source, repository]

Access Method: [Original / Digital image of original / Microfilm / Database transcription / Published abstract]

Repository: [Where the source is held — archive, website, courthouse]

URL: [If online — include access date]

Collection ID: [FamilySearch film number, Ancestry collection ID, book/volume, etc.]

Persons

Name Role/Relationship Details
[Name as written] [Testator/witness/grantee/head of household/etc.] [Age, occupation, mark vs. signature, other details from document]

Transcription

[Full or partial transcription of the document. Preserve original spelling, punctuation, and line breaks where practical. Use [sic] sparingly — only where ambiguity exists. Use [illegible] or [torn] for unreadable portions.]

Discrepancies

[Note ONLY factual discrepancies within the document itself — e.g., name spelled two different ways, date inconsistency between heading and body. Do NOT include analysis of how this document relates to other sources.]

Coverage

Date Range Covered: [For collections — what range was examined in this pass]

Pages/Images Examined: [e.g., Images 12-48, Pages 100-150]

Previous Coverage: [Link to prior examination if this collection was searched before]


This note has no Open Questions or Tasks sections. Questions and tasks arising from this source belong on the relevant person notes, not here.

No tags on source notes. Do not use [fact], [claim], [question], [todo], or [insight] tags. Source notes contain only source material. Analysis, insights, questions, and theories belong on person notes (with citations back to this source). Both come back in searches, so nothing is lost.