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Creating and using templates

Hello,

I have created a Templates folder and I have created some document census templates that I have preloaded with the proper information for that year. I tried to just move it to the new person and input the correct information and it changed the template as well.  I guess I should have figured that out.  So is there a better way to do this?  I tried to duplicate it and then move the duplicate folder into the person and then went back and deleted the duplicate from the Template folder.  I have also added standalone notes with the census source template.  Again I just need to change the information to the current census/person.  I am also duplicating this and then going back and deleted it from the template folder.  Sometimes I tend to overthink things and I wonder if there is an easier way to accomplish this.  Would love any suggestions that you may have.  Below is an example of the census template:

Item Type Document
Title 1850 U.S. Census, [County], [State], population schedule, {city], page [number (stamped)], dwelling [number], family [number], [name] household.
Publisher Ancestry.com Operations, Inc., 2009.  Database with images
Date 1850-Jun-01
URL http://www.ancestry.com
Archive Washington, D.C.: National Archives and Records Administration, n.d.
Loc. In Archive NARA microfilm publication M432, 1,009 rolls.

Below is an example of the standalone census template:

1850 US Census source template:

Source List Entry
[State]. [County]. 1850 U.S. Census, population schedule. Database with images. Ancestry. http://www.ancestry.com : 2009.

First Reference
1850 U.S. census, [county, state], population schedule, [city], page [number (stamped)], dwelling [number], family [number], [name] household; digital image, Ancestry (http://www.ancestry.com: accessed 15 Mar 2015); citing NARA microfilm publication M432, roll [number].

Subsequent References
1850 U.S. census, [County, State], pop. sch., [town], p. [number (stamped)], dwell. [number], fam. [number], [name] household.

Thank you,

Linda Futrell Rogers

 

Hi, Linda. A great project! In Zotero, dragging an item from one folder to another just creates a shortcut, so both icons point to the same document. There is a trick, though. Drag the item over where you want to drop it. Hold down the shift and control keys before dropping it. It will create a copy. Hope that works for you.

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