Note that there are two versions of this article; the first applies to versions of UFT before 3.0 and the other is for version 3.0

Macro to Insert Source in Proof Window

UFT Version 2.8

By Paul Lawrence

The following article appeared in the Sept. 1998 issue of the Newsletter  from the RUG of Arlington VA.  It is posted here in response to a number of requests.
The ”Find“ function was modified in release 2.8 to address the error 43 problems that users with faster computers were  having.  For those of us who have made use of the Default button in the add existing source in a proof window and who have more that 250 sources, this modification has caused problems.
In the Proof window, when you click on Existing sources, you are presented with 250 sources.  These 250 sources are not the first 250 alphabetically or the first 250 by record number, but the first 250 that are listed internally in the library file.  They are displayed alphabetically.  If you have less than 250 sources or if the source you want is in this list, you have no problem.  The default button will work as before.
I have 388 sources in my library.  Usually when I am entering data it is from a source that I recently have found and I am usually entering several individuals with all the appropriate events.  Trying to be a good genealogist, I will cite the source for the information in each event which means I am citing this same source over and over.  Before I start entering the individuals, I create this source.  Prior to version 2.8, the first time I use the source, I could add it to the default button and on subsequent use go to Existing source and click on the default button. Actually I would create a macro to do it for me including moving the source to the footnote text.
Since any new source I enter is not going to be among the 250 first listed, in version 2.8  I now must use the Find Again feature to locate the source. Adding the source to the Default button at that point doesn’t work as the next time you enter Existing sources, the one you added to the Default button is not in the 250 first listed, and clicking on the default button will not find it.  You must to the Find Again again to find that source. With it in the list after doing the Find Again, the default button can then be used.
What I have done is modify my usual macro to find and insert the source. Whereas before I could create a macro to enter whatever source was attached to the Default button, I must recreate the macro whenever I want to use a different source.  Here are the steps to create the macro.
1. Go to the Proof window.
2. Start the macro recorded by pressing alt+F10
3. Assign a key stroke to the macro by pressing the desired key combination (I use ctrl+D as my fingers seem to easily fall to those keys)

4. Click OK to start recording the macro (remember that marcos can only record key strokes, not mouse operations)

5. Press alt+x to open the Existing sources window
6. Press back tab (shift+tab) twice to move to the Find field next to the Find Again button
7. Type in enough characters to uniquely find the desired source
8. Press alt+f to initiate the Find Again
9. The desired source should appear in the source list by itself
10. Press Enter to select that source and close the Existing source window
11. Press alt+F to open the Footnote Text window
12. Press tab twice to select the All Evidence button and press enter (this will put all of your sources into the Footnote Text window)
13. Press tab four times to activate the OK button and press enter to close the Footnote Text window
14. Press alt+F10 and click OK to stop the macro record
Now the next time you need to attached that source to a proof window, open the proof window and press ctrl+d and the source will be selected and also inserted in the Footnote Text window.
One variation.  If the source you want cannot be found uniquely in steps 7 through 9 above, you can do the Find Again initially, select the desired source, and connect that source to the Default button.  Then create the macro as above with the following exception.  At step 10, press alt+d for the Default button which will take the selected the source attached to the Default button and close the Existing source window.
 If the source you are using requires that you insert a volume and/or page number, or some other information in the Edit Text window, insert the following between steps 10 and 11.
• Press alt+t to open the edit text window
• Type any common language like ‘page’
• Press alt+F10 and click on Pause to pause the recorder (at this point type in the common information like the volume/page)
 • Press alt+F10 to restart the record and complete steps  11 through 14.
When you execute the macro it will paused in the Edit Text window and you can type in whatever needs to be typed and press alt+F10 to continue running the macro.
 


 Macro to Insert Source in Proof Window

 UFT Version 3.0

 by Paul Lawrence

In UFT version 3.0, the Find function for sources has been improved.  First, instead of listing the first 250 sources by source number in the list of existing sources, the first 250 sources alphabetically are listed.  Additionally, once you add a source that is not in the first 250 listed to the default list, that source will be included with the first 250 sources.  This means that once it has been added to the default button, you do not have to do the Find Again in order to used the Default button as you did with versions 2.8 and 2.9. This change necessitates a change in the macro I described in the September 1998 issue of the RUG Newsletter for adding sources to the proof window.

I now have over 400 sources in my database.  Usually when I am entering  data it is from a source that I recently have found and I am usually entering  several individuals with all the appropriate events. Trying to be  a good genealogist, I will cite the source for the information in each event which means I am citing this same source over and over.  Before  I start entering the individuals, I create this source.  The first time I use the source, I add the source to the Default button, using the Find Again button if the source is not in the first 250 sources alphabetically.  I can now use the Default button to add the source to the proof window on future proofs.  Actually, I create a macro that adds the source to the proof window and also moves the source to the footnote text for me.

Following are instructions for creating the macro that I use:

1. Open the Proof window.

2.  Start the macro recorded by pressing alt+F10

3.  Assign a key stroke to the macro by pressing the desired  key combination (I use ctrl+D as my fingers seem to easily fall to those  keys)

4.  Click OK to start recording the macro (remember that marcos can only  record key strokes, not mouse operations)

5.  Press alt+x to open the Existing sources window

6.  Press alt+d to use the Default source or sources

7.  Press alt+F to open the Footnote Text window

8.  Press tab twice to select the All Evidence button and press  enter (this will put all of your sources into the Footnote Text window)

9.  Press tab four times to activate the OK button and press enter to close the Footnote Text window
 
10.  Press alt+F10 and click OK to stop the macro recording

Now the next time you need to attach that source to a Proof window, open the Proof window and press ctrl+d and the source will be selected  and also inserted in the Footnote Text window.  Click OK to close the Proof window and continue with your data entry.

 If the source you are using requires that you insert  a volume and/or page number, or some other information in the Edit Text  window, insert the following between steps 6 and 7:

6a Press alt+t to open the edit text window

6b Type any common language like ‘page’

6c Press alt+F10 and click on Pause to pause the recorder (at  this point type in the common information like the page number for the current proof)

6d Press alt+F10 to restart the record and complete steps 7 through 10.

When you execute the macro it will pause in the Edit Text  window and you can type in whatever needs to be typed such as the page number (you will probably have to backspace before typing the information to put it on the correct line,) and press alt+F10  to continue running the macro.