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

 

 

NGS 2019 – Booth #700 Genealogy Gems

by | Jan 29, 2015

National Genealogical Society Family History Conference May 8-11, 2019 St. Charles, MO Genealogy Gems Booth #700 Schedule of Booth Activities Check this page again before you go for more specific information and schedule. Sign up to receive our free ebook Prize...

Free Civil War Veterans Database: Soldiers and Sailors

by | May 23, 2015 | 01 What's New, African-American, images, Listeners & Readers, Military, Records & databases, United States, Volunteer

 

US_Navy_031021-O-0000B-001_In_this_Mathew_Brady_photograph,_a_nine-inch_Dahlgren_gun_on_a_slide-pivot_mounting_is_seen_in_operation_aboard_a_U.S._Navy_warship_during_the_Civil_War

Dahlgren gun on a Civil War ship (Photo Public Domain)

Recently Tom wrote in with a question about a Civil War veterans database:

“I’ve been a listener of your podcast for quite a long time.  Great job.

“We have a grass-roots group trying to locate and document Civil War Veterans buried in Washington state. Is there a good website where I can enter a name and unit identification and get results of the person’s [Civil War] service?  I’m having a really hard time finding US Navy sailors.”

It sounds like Tom is conducting a very worthwhile project! (We added the link above to the website for the project, in case you’re interested.) An excellent resource–still in progress for sailors with only about 20% of them–is The Civil War Soldiers and Sailors System (CWSS).

The site describes its resources as a “database containing information about the men who served in the Union and Confederate armies during the Civil War. Other information on the site includes histories of Union and Confederate regiments, links to descriptions of significant battles, and selected lists of prisoner-of-war records and cemetery records, which will be amended over time.”

This is an excellent resource for soldiers. As far as sailors go: “The Civil War Soldiers and Sailors System currently contains the records of approximately 18,000 African American sailors, though additional records will be added in the future. The information in the Sailors Database is derived from enlistment records and the quarterly muster rolls of Navy vessels. Approximately half of the sailors entered the service at the Navy’s established points of enlistment. For these men and women, enlistment records serve as the primary sources of information. The Howard University research team used muster rolls to fill in missing data or to correct apparent misinformation recorded at the time of enlistment. Information about the remainder of the enlistees was derived directly from these muster rolls. When research uncovered inconsistencies in the data (such as conflicting reports of an individual’s age at the time of enlistment) the most frequently recorded response was used.”

“Descendants of Civil War sailors will find biographical details regarding age, place of birth, and occupation that may help supplement or clarify details from such other sources of genealogical information as birth, death, and census records. Moreover, information about any individual sailor’s enlistment and service is necessary for determining the presence or absence of their pension records at the National Archives.”  Click here to read an article from the National Archives about African-American servicemen in the Navy in the Civil War. I covered the Civil War Soldiers and Sailors database in the free Genealogy Gems Podcast Episode 149. Be sure to check out the show notes page (click the link I’ve provided.) There you’ll find the information written out for you and the links I discuss in the episode.

Manchester Men

Manchester Men available free at Google Books

If a Navy ancestor isn’t among those already listed, my first instinct is always to turn to Google searches first. I ran a search in Google Books for free (fully digitized) books meeting the criteria “civil war” “sailors” and there are some resources there as well. Here’s a link to the search results. One example is the book shown here to the left: Manchester Men, which appears to be a published list of those who served from Manchester, N.H. (click on the book cover to read it in Google Books). Learn more about Google searching for “niche” topics like this in the fully-revised and updated edition of my book, The Genealogist’s Google Toolbox.

 

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