Sources Write Compatible Checklist

Sources Write solutions give users the following capabilities.

• Create new sources
• Attach Sources to Persons
• Update Sources (Edit, Delete, Detach and Compare)

The following features will be reviewed for your solution to obtain each of the three Source Write compatible statuses

[   ] Read Compatible

[   ] Create Source

     Using the Sources API Resource create sources for persons
     OR
     Redirect to the Create and Attach Source destination page.

[   ] When creating a source, give the user the option to enter the following information. Only the Title is required for the source to be saved.

• Title (required)
• URL
• Citation
• Notes

Attach Sources Compatible

[   ] Create Sources Compatible

     Using the Sources API Resource attach sources for persons
     OR
     Redirect to the Create and Attach Source destination page.

[   ] When attaching a source to a person, allow the user the following options.

• Enter search parameters or person ID to find and select the person to attach sources to.
• View the person Name, person ID, birth date, birthplace, death date, death place, parents names, and spouses names if available in the results of the search.
• Set event tags such as name, gender, birth, christening, death, and burial for the source.
• Enter a reason that the source is valid. Reasons are not to be used to promote the partner or partner products.

[   ] User Interface Requirements are to make interfaces substantially similar to the following:

• Search for Family Tree persons ID
• Associate a Person or Artifact in a Third-Party Application with a Person in FamilySearch Family Tree
• Read and View Sources Contributed by the Authenticated User
• View Sources through FamilySearch Family Tree Person Page
• Create a Source
• Attach an Existing Source to a Person

Update Source Compatible

[   ] Attach Sources Compatible

[   ] Edit Sources including:

• Tree Write Compatible or message on how to avoid duplicate sources

[   ] Detach Sources or message the proper redirect to FamilySearch.org for detaching sources

[   ] Delete Sources or message the proper redirect to FamilySearch.or for deleting sources

[   ] Tree Write Compatible plus:

• Compare Sources
• Mechanisms in place to prevent duplication and preserve data integrity
  • Prevent duplication of a Source on the same partner-FT connected Persons - The Partner tracks the SrcID while on this Partner person. The partner app should capture the SrcID when they copy an FT Source or Create a Source
  • Preserve the Source data integrity - Capture Source conclusions and SrcRef Reason and tags.
  • Maintain connected Person/Source integrity - So before a partner user can edit a Source that came from FT on that connected Person, the user must see the current FT Source values.
  • When a Partner creates a new FT Person - any Sources created are attached to that FT Person. Those Sources have no dup issues on a new Person.
  • At the point of connecting Person between FT and Partner (not from an Add Person workflow) no Sources flow across to FT. The user can push-pull to attach specific Sources. A connected Person that has a subsequent Source attached/detached on the FT side may or may not show up as the Partner Person side.

Options

• If you pre-populate the reason, make users aware of where and how to explain a reason if they decide to change it.

    See the results of additions and attachments in FamilySearch in order to edit, or undo.

• Create, access and otherwise manage source boxes.
• When Creating a Source for a previously created memory, enable the following:
  • Search and view all memories that were contributed by the current user.
  • Create a source using an uploaded photo or document by using the Memory module API resources. See the how to for [Create Source With Memories] (https://familysearch.org/developers/docs/certification/memories#how2-create-source-from-a-memory) example.
  • Allow the user to enter a source title, citation, and note by using the Source Descriptions API resources. See the Create Source Description example.

See Also

• Sources Write Impementation Guide
• Read and View Sources Contributed by the Authenticated User
• Contributing to Family Tree Guide