How to name sources in RootsMagic 7 is a matter of personal preference. My preference? Simply and consistently!
Helen recently transitioned from Mac Family Tree 7 to RootsMagic 7. She sent me this question about how to name sources in RootsMagic:
“I stripped out all sources from my old file before exporting the GEDCOM because I wanted to start fresh with a consistent system in RootsMagic 7. I have watched their webinars for sourcing and understand the basic how-to. I’d love to hear your strategy for naming your sources… say census records. If the names are too general, then you have a lot of data entry for each incident. But if the name is too specific, your source list gets very long very quickly. Do you add ID numbers to your sources?
Thanks to Helen for the question! Naming your sources in RootsMagic is really a personal preference, so the first rule of thumb is not so much about what you call them, but rather that you do so consistently. If you have a naming convention that you follow that works, having a very long list won’t be as intimidating.
I used to number my sources long ago in my old database software. Actually that software did it automatically which I really liked, mainly because I put that number in the name of the digital file for the corresponding record image. RootsMagic 7 allows us to attach our images, so that is no longer an issue.
Here’s an example of my simple approach to naming sources:
Record type > Year > Surname > First name (head of household)
Example: Census 1940 Moore Jay Bee
This way, all census records are grouped together in the source list. The date gives me a time frame of reference (i.e. it is Jay Bee Moore my grandfather rather than his grandfather), Surname, then head of households first name.
If the source is about Jay Bee himself, it works. The source may also mention his wife Pauline, and his son Ronald, but I don’t need to take up space including all of those name in the file name. I know that if I need a source for where Pauline was in 1940, I would find her under her husband Jay Bee. This mirrors my hard drive organization methodology, which I teach in my Genealogy Gems Premium videos.
What if there’s another related family on the same page of that census? This is where personal preference comes in. I save that same census page to the other family’s surname folder on my computer as well. Yes, it is a duplication (and I rarely duplicate effort), but in this case it works for me and I’m consistent. I find it fits better with my hard drive organization, and saves me time down the road when I’m working with a particular family. I could have named the source “Census 1940 Kings Co CA ED16-20 p6,” which is indeed one single unique page of that census but that just isn’t as helpful to me later for retrieval.
Remember, these are your sources, and you can do with them as you please. You are the only one who will be working with them. Again, I’m sharing a process that works well for me. And I always keep my eyes open for new and better ways to do things like this, but even when I find them, I weigh them against the question, “Do I really want to invest the time in changing this that I would have invested in research?” Usually the answer is “No!” unless my way has a proven flaw that will cause me more grief in the end.
There are lots of other ways to do it out there. You know me, I often turn to Google for answers. If you have a question, chances are someone out there has had it too. Google can help you quickly tap into answers. A Google search of how to name sources in Rootsmagic leads to a web page called Organizing Source Names in RM5. It’s a discussion forum where someone posted a similar question. There are a couple of very viable options offered and great discussion about how to decide what works for you. This is one reason I like and recommend RootsMagic, which is a sponsor of the free Genealogy Gems podcast–because they provide so many helpful tutorials with their software. Another great resource is a blog series by Randy Seaver (click the label “RootsMagic”) on how to enter a new source and create a citation.
Just beginning genealogy–or know someone who is? It can be a little overwhelming! Please read and share this Q&A post.
Recently I heard from Mary Ann, who has received some great genealogy information on both sides of her family from “trusted and seasoned genealogists.” Lucky her!
Since then, she’s been deluged with suggestions about how to proceed. She wrote to me for some clarification. I’m glad she did! I created Genealogy Gems because there is so much “noise” out there about how to do genealogy. I research all the options and share the best of the best, the “genealogy gems” worth your time. Here are her 4 questions, and here is how I answered them:
Q: Beginner resource. Is there a list of what everyone needs to begin, sort of like a Beginner’s Starter Kit for genealogy studies? This question is truly a “I don’t know where to start” question. Help!
A: The free Family History: Genealogy Made Easy podcast (like an online radio show) is sort of a “Genealogy 101” class. It will start you at the beginning and walk you through the research process. I think you will really enjoy it! (Read more about it below.)
We also have a nice collection of articles on our website for beginners. You can find all of our past “Beginner” articles at the home page of our website (image right). At the top left just under the main red menu you will see a drop down menu called “Select Content by Topic.” Click the down arrow and select “Beginner” from the list. This will display all our past Beginner-friendly articles on your screen starting with the most recent. (Or click here to go right to the Beginner article search results.)
Q: Software. Various friends tell me I need “this” software or “that” software…and honestly, since they have not told me anything more concrete about them than “your need these,” I am reluctant to just buy stuff and start typing.
Q: Podcasts. I am a senior citizen and don’t have a so-called smart phone or internet on my phone. I have a PC. Can I get your audio programs on a regular PC? What does a subscription cost?
A: Absolutely you can listen on your PC! You can start by simply going to our home page and you will see our podcast player in the center. Just click it and you can listen through your computer’s speakers.
I also have a show called Family History: Genealogy Made Easywhich is 46 recorded episodes. It’s available here on our website. Or you can hover your mouse over “Podcasts” in the menu on our home page and then select the podcast you want from the drop down menu.
Q: Conferences. I know you will be at an all-day seminar [coming up in my area]. I am a little afraid to drive 3 hrs away and maybe, maybe, feel totally overwhelmed. Do other beginners feel that way?
A: My best advice to a beginning genealogist: Just start! Genealogy is for your enjoyment and for your family’s benefit. Take courage and jump in! Genealogy Gems is here to help you every step of the way.
And yes, I encourage you to come to the seminar. You will meet lots of kind helpful people there who enjoy family history–many of whom probably recall being overwhelmed beginners–and we’ll have a lot of fun!
If you would like to come to an upcoming conference or seminar, click here to see where I’ll be in the next few months.
Who do YOU know who is beginning genealogy and could use this advice? PLEASE share this article with them! Just copy and paste the URL into an email, or share via social media.
Recently Gretchen wrote in with this question about RootsMagic family history software:
“I’m a huge fan of Genealogy Gems!! I LOVE to listen to the podcasts (I’m a fairly new member) and have all of your books!! I need help in the area of choosing a family tree: Do you prefer Legacy Family Tree or Roots Magic (which you promote on your podcasts) and why?!? I would so appreciate some advice! I love your tips!! I look forward to hearing from you and would greatly appreciate the advice!! Thank you!!!”
Here’s my answer: I use RootsMagic for my genealogy database. I’ve known the owner of RootsMagic for eight years, and am impressed at the company’s continued development of the program and their dedication to provide ongoing free training for their users through their website. They offer free webinars to all their users, including short training videos on specific RootsMagic features.
Full-length videos include such topics as:
Getting Started, Publishing a Family History with RootsMagic
Using FamilySearch with RootsMagic (they have an award-winning interface)
Creating and Printing Wallcharts with RootsMagic.
New PDF indexes to their webinars make it easier to find the topics you’re looking for.
In short, every indication to me is that is an excellent long term solution that allows me to retain control of all my data. And that’s why we selected them as a sponsor of The Genealogy Gems Podcast.
I hope this brief RootsMagic review helps you!
Click here to learn more about your options for family history software, and why I still recommend desktop software when you can build your family tree entirely online.
Just about every major genealogy website these days lets you build your family tree from scratch right on their website. But you may wonder what will happen to millions of carefully-constructed trees if the company goes out of business or the site goes down.
Before the days of internet genealogy, researchers organized family history findings on their home computers in specially-designed software. These programs generated .GED files (called GEDCOMs), a universal file type that allowed researchers using different software to share their findings. Software like this still exists. These days it can communicate your research to any genealogy sites you care to share with–by using those same GEDCOM files.
If you do choose to build your family tree online, make sure you can download your tree anytime as a GED file. Keep this file as a backup both on your computer and in a second location (like cloud storage). But my recommendation is to build your tree at home, in your own software. Then you can upload or synch your data to your favorite genealogy websites whenever you want–and you never lose control of your research.
Choosing the Right Software
There are lots of family history programs out there, and all of them will serve your basic needs. But you only need ONE. What’s the best genealogy software? It depends on how much you want to spend and how sophisticated you want your database to be. In many cases, you can order the product or purchase a digital download. I really don’t think you need the physical boxed product. All the help you need is online. All of these products offer a free demo that you can download to try it out before you buy.
FREE AND EASY: Family Tree Builder by MyHeritage helps you stay organized with streamlined screens to work in and doesn’t require a lot of startup time. Family Tree Builder offers lots of family history charts; custom reports; helps you share your data and pictures on a CD or DVD; allows you to back up your files to CD or DVD; and includes genealogy apps for mobile devices. Download the software FREE at the above link.
PC (and NOW MAC) OPTION WITH GREAT REPORTS: If you’re looking for great printed reports that you can share, and loads of free online help videos, then RootsMagicis a great choice. (and we are honored to have RootsMagic as a sponsor of The Genealogy Gems Podcast.) And they now have an iOS app.
Some of the differences you’ll find between these products is the types of reports and charts they produce. So if that’s important to you, you can try the demos and see which you like. But again, I really don’t think you can go wrong with any of these products. They are all well established and supported. (Update: There have been many updates since the post was first published, including a Mac version. Click here for a series of article by date on RootsMagic updates and their app.)
POPULAR PC AND APP PROGRAM:Legacy Family Tree is also an extremely popular program and solid choice. To give it a test run, download the free version. Then check out its strength in regards to source citations: you can now record the quality (original vs derivative, primary vs secondary, etc., direct vs indirect) of each source as you work on proving your conclusions. And they have an app called Families for your mobile device. Learn more about the app here.
AFFORDABLE MAC OPTION:iFamily for Leopardis the most affordable at $29.95. There’s a free demo you can try before you buy.
TOP-SHELF MAC OPTION: Reunion 11 by Leister Pro is fairly pricey at $99.00. We’ve featured Reunion in the past: listen to Episode 51 of The Genealogy Gems Podcast. In that episode you can listen to a review of Reunion 9 by Ben Sayer, the MacGenealogist. And if you want to compare iFamily against Reunion to see what you’re getting for your money, you can also listen to Ben’s review of iFamily in Genealogy Gems episode 53.
Listen to the Family History: Genealogy Made Easy podcast by Lisa Louise Cooke. It’s a great series for learning the research ropes and well as refreshing your skills.
Originally published 2009. Republished March 4, 2014
Welcome to this step-by-step series for beginning genealogists—and more experienced ones who want to brush up or learn something new. I first ran this series in 2008-2009. So many people have asked about it, I’m bringing it back in weekly segments.
Episode 21: RootsMagic and Irish Genealogy
Lacey Cooke guest-hosts this double-feature episode on two big topics in family history: RootsMagic genealogy software and how to get started in Irish research.
In the first segment you’ll from Bruce Buzbee, president and founder of RootsMagic Genealogy Software. He talks about his industry-leading software, RootsMagic, which you can try in basic form for free (RootsMagic Essentials) or purchasewith all the bells and whistles (totally worth it!) for $29.95.
And in our second segment you’ll hear from Judith Wight. This is a very timely conversation since we are soon to celebrate St. Patrick’s Day and Judith is a professional genealogist whose specialty (and personal passion) is Irish research. This is your chance to learn from a master about how to find those elusive Irish ancestors! Listen for her tips on finding Church of Ireland records, civil registrations, estate records and how history helps us understand gaps in the records.
We also have a nice collection of articles on our website for beginners. You can find all of our past “Beginner” articles at the 
Q: Podcasts.
which is 46 recorded episodes. 
Recently Gretchen wrote in with this question about RootsMagic family history software:
Just about every major genealogy website these days lets you build your family tree from scratch right on their website. But you may wonder what will happen to millions of carefully-constructed trees if the company goes out of business or the site goes down.