How to Name Sources in RootsMagic 7

by | Apr 9, 2016 | 01 What's New, Source Citation, Trees


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.

More Gems on Family History Software

Keeping Up with Online and Master Family Trees

“Is That Software Expired?” Why I Wouldn’t Use Obsolete Family Tree Maker Software

How to Download and Backup Your Ancestry Data: Why To Keep Your Master Tree at Home

 

 

We Dig These Gems: New Genealogy Records Online

by | May 1, 2015 | 01 What's New, Ancestry, British, Church, Findmypast, images, MyHeritage, Records & databases

We dig these gems new genealogy records onlineEvery Friday, we highlight new genealogy records online. Scan these posts for content that may include your ancestors. Use these records to inspire your search for similar records elsewhere. Always check our Google tips at the end of each list: they are custom-crafted each week to give YOU one more tool in your genealogy toolbox.

This week: British POWs in World War I, North Carolina marriages, and church records for the Evangelical Lutheran Church in America and various denominations in Scotland.

BRITISH POWs IN WWI. Prisoners Of War 1914-1920, with over 43,000 records with images at FindMyPast, consists of “10 series of British Foreign Office documents relating to prisoners held by the Ottomans during World War One. They not only include the names of military personnel taken prisoner–both allied and foreign–but also the names of civilians, merchant seamen, fishermen, diplomatic employees and more.” Some documents “contain the names, ranks and locations of PoWs and provide insights into life in the Ottoman camps. They contain details of requests made by inmates for items including footballs and biscuits, details of visits by foreign diplomats and reports on camp conditions.”

NORTH CAROLINA MARRIAGE RECORDS. Ancestry has a new collection of North Carolina “marriage bonds, licenses, certificates, and registers, as well as indexes and abstracts to the various records from 87 North Carolina counties….Of special interest to African American researchers are records of cohabitation, which were required to be recorded in 1866 in order for the marriages of recently emancipated slaves to be legally recognized.” The records span 1741-2011.

SCOTLAND CHURCH RECORDS. Births, baptisms, banns and marriages, deaths and burials are among a slew of newer records searchable on MyHeritage.com. According to the site, “The records in this collection were taken from Kirk Session material of the Church of Scotland, other Presbyterian churches, and also the registers of the Religious Society of Friends (Quakers). These parish registers cover a wide range of dates (from 17th to 19th century) and many of them are not to be found in any other record source.” Information listed in these records may include names, family relationships, dates and places of events and details of the parish.

U.S. LUTHERAN CHURCH RECORDS. Baptism, confirmation, marriage and burial records from more than 2000 congregations of the Evangelical Lutheran Church of America (1875-1940) are now on Ancestry. These have been available on Archives.com but have migrated to its parent site. “The information…varies from congregation to congregation (and sometimes from minister to minister). In some ethnic congregations, you may run into records in German, Danish, or some other language….Within the collection you may also find membership records, with some listing the names and dates of admission, communion records, and how they were received into the church.”
check_mark_circle_400_wht_14064 new genealogy records online

Google tip of the week: If you see a record collection online but don’t have a subscription to the website that hosts it, Google the name of the database. See whether a free site (like FamilySearch) or another site to which you do have access also hosts the same data set or a similar one. Can’t find it? Click on the description of the record collection (you can generally read the description even if you can’t search the records themselves) and read its source. It may come from a book or a resource that’s been microfilmed–something you can search for on WorldCat and borrow to a library near you. This tip is brought to you by The Genealogist’s Google Toolbox, 2nd edition–fully revised and updated in 2015!

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