In this post I’m going to answer common questions about the best strategy for creating and maintaining your family tree data.
Should I build my family tree online?
This is a question I get in various forms quite often from Genealogy Gems Podcast listeners. But there’s really more to this question than meets the eye. Today’s family historian needs a master game plan for how they will not only build their family tree, but where they will build it, and where they will share it.
On the podcast I describe it this way:
Plant your tree in your own backyard and share branches online.
I’m going to explain what I mean by this by starting at the beginning.
When You Start Your Family Tree
If you’re new to researching your family’s history, you probably started out with one of the big genealogy websites, such as Ancestry, MyHeritage, Findmypast, or FamilySearch. I refer to them as the Genealogy Giants because they have millions of genealogical records, and they offer you the tools to build your family tree on their website. (Learn more about what each of the Genealogy Giants websites have to offer here in this handy comparison guide.)
These sites make it easy to start entering information about yourself, your parents, and your grandparents either on their website or through their mobile app. But should you do that?
My answer is, “not so fast!” Let’s think through the long-term game plan for this important information that is your family’s legacy.
Family is Forever
Genealogy is a hobby that lasts a lifetime. It’s nearly impossible to run out of ancestors or stories to explore.
But have you noticed that websites don’t last forever? And even if they do, their services and tools will undoubtedly change over time.
And there are many, many genealogy websites out there. A large number of them will encourage you or even require you to start creating an online family tree on their site in order to get the most value from the tools that they offer for your research.
As you work with these different genealogy websites, you may start to feel like your tree is getting scattered across the web. It’s easy to find yourself with different versions of your tree, unsure of which one is the most accurate and complete version.
It’s this inevitable situation that leads to my conclusion that you build and protect a master version of your family tree. I’m not suggesting that you can’t or shouldn’t use an online tree. In fact, regardless of whether you do, you need a “Master Family Tree.”
Plant Your “Master Family Tree” in Your Own Backyard
What do I mean when I say that you should plant your “master family tree” in your own backyard? I’m talking about using a genealogy database software program that resides on your own computer. Let’s explore that further.
A master family tree has three important characteristics:
It is owned and controlled by you.
It is the final say on what you currently know about your family tree.
It is protected with online backup to ensure it is safe.
Your Master Family Tree
1. Your master family tree is owned and controlled by you.
If you create an online family tree on a genealogy website (or in the case of FamilySearch’s global online tree, you add your information to it) you have given final control of that information to the company who owns the website.
In order to own and control your tree, you will need a genealogy database software program installed on your own computer. I use RootsMagic(and I’m proud to have them as a sponsor of the Genealogy Gems Podcast) but there are other programs as well.
A genealogy database software program is installed on your computer. The program and the data you enter into it belongs to you and is under your personal control.
Genealogy databases allow you to not only easily enter data, but also to export it. If you wish to use a different program later, or add your existing data to an online tree, you can export your family tree data as a universally accepted GEDCOM file. (Learn more about GEDCOM files in this article.)
2. It is the final say on what you currently know about your family tree.
As you research your family tree, you will come to important conclusions, such as an ancestor’s birthdate or the village in which they were born. It can take a while to prove your findings are accurate, but once you do, you need one location in which to keep those findings. And most importantly, you must be able to cite the sources for that information. That one location for all this activity is your genealogy database.
However, the nature of genealogy research is that it can take some digging to prove the information is correct. During the process of that research you may find information that you aren’t sure about, and it can be helpful to attach it to the online tree that you have at the same website where you found the information. That gives you a way to hang on to it and keep researching. You can always remove it later. We’ll talk more about strategies for using online family trees a little bit later.
Once you are convinced that the information is correct, then its final resting place is your Master Family Tree. You enter the information and add source citations. This way, whenever you need an accurate view of where you are in your completed family tree research, you can turn to one location: your genealogy database software and the Master Family Tree it contains.
3. It’s protected with online backup to ensure it is safe.
Your family tree isn’t safe unless the database file is backed up to the cloud.
Who among us hasn’t had a computer malfunction or die?
It isn’t good enough to simply back up your computer files to an external hard drive, because that external hard drive is still in your house. If your house is damaged or burglarized, chances are both will be affected.
Another problem with backing up to an external hard drive is that they can malfunction and break. And of course, there is the problem of remembering to back it up on a regular basis.
Cloud backup solves all these problems by backing up your files automatically and storing them safely in an offsite location.
Cloud backup is actually very simple to install and requires no work on your part once it’s up and running. (We’ve got an article here that will walk you through the process.)
There are many cloud backup services available. I use Backblaze (which you can learn more about here). As a genealogist I have a checklist of features that are important to me, and Backblaze checked all the boxes.
Regardless of which service you choose the important thing is to not wait another day to set it up. This protection is a critical part of your Master Family Tree plan.
Using Online Family Trees
Now that you have your own database on your own computer that is backed up to the cloud for protection, let’s talk about strategic ways that you can use online family trees.
First, it’s important to realize that you don’t have to create a tree on a genealogy website just because they prompt you to do so. While there are benefits for you to doing so, the company who owns that website actually benefits tremendously as well.
In today’s world, data is very valuable. I encourage you to read the terms of service and other fine print (I know, it’s boring!) because it will explain the ownership and potential use of that data.
While it’s not the focus of this article, it’s important to understand that other industries are interested in family history data, and data may be shared or sold (with or without identifying information, depending on the terms).
But as I say, there are benefits to using online family trees. These benefits include:
Hints – Online family trees generate research hints on the Genealogy Giants websites and some of the other websites that offer trees.
Cousin Connection – Online family trees offer you an opportunity to possibly connect with other relatives who find your tree.
DNA – Online family trees can now dovetail with your DNA test results (if you took a test with the company where your tree resides). This can offer you additional research avenues.
These benefits can be helpful indeed. However, problems can arise too. They include:
Copying – When you tree is public other users of the website can copy and redistribute your information including family photos.
Errors – If you discover an error in your tree, you may fix it, but chances are it has already been widely copied and distributed by other users.
Email – If you have your entire tree online and your email notifications are active, you may receive an onslaught of hints for people in your tree. Often these are very distant cousins that you are not actively researching. And let’s face it, the emails can be annoying and distract your focus from your targeted research. For example, as of this writing at Ancestry.com you can’t select which ancestors you want to receive email hint notifications for. You can only select hints for the entire tree.
So, let’s review my strategy:
Plant your tree in your own backyard and share branches online.
Now that you’ve planted your tree in your own backed up software, let’s explore the ways in which you can share branches online.
Targeted Online Family Trees
Many people don’t realize that you don’t have to add your entire tree to a website. You can just add parts of your tree.
For example, I may just put my direct ancestors in my tree (grandparents, great-grandparents, and so forth). This can still be a fairly larger number of people. I may want to include their siblings because they grew up in the same household. But I can leave out the far-reaching branches and relatives that really don’t have a direct impact on that line of research.
You can also have multiple trees that focus on specific areas of your research that are important to you.
Exploratory Online Family Trees
Some genealogists also create trees that represent a working theory that they have. This type of tree can help expose where the problems or inaccuracies lie. As you research the theory and as hints arise it can become very clear that a relationship does not exist after all.
An exploratory tree is an excellent reminder that we can’t and shouldn’t make assumptions about someone’s intent or purpose with their online tree. I’ve heard from many people who are angry about inaccuracies they find in other people’s trees. But we can’t know their purpose, and therefore, it really isn’t our place to judge.
However, it is a fair argument that a good practice would be to clearly mark these exploratory trees accordingly to deter other users from blindly copying and replicating the inaccurate information. An easy way to do this is in the title or name of the tree. For example, a tree could be titled “Jonas Smith Tree UNPROVEN”.
Creating multiple, limited trees can be an effective strategy for conducting targeted online research that only generates hints and connections for those ancestors that you are interested in at the current time.
And remember, you can remove any of your trees at any time. For example, you can delete an exploratory tree that has served its purpose and helped you prove or disprove a relationship.
Plan Now for Success
A family tree can seem like a simple thing, but as you can see there’s more to it than meets the eye. A bit of planning now can ensure that your family tree stays healthy and growing.
Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!
Is the tail wagging the dog in your genealogy research? Resist the temptation to jump at each hint and online family tree. Instead, take the lead in your own research and follow the scent of each clue with genealogical best practices. Here’s how…
Almost as soon as you start adding information to your family tree on any of the major genealogy records sites (Ancestry, MyHeritage, Findmypast) you will start getting suggestions. These suggestions are known by a variety of names on the various sites, such as hints, Shaky Leaves, Smart Matches, record matches, etc. No matter what they’re called, they can be a great way to quickly make even more progress in growing your family tree.
There’s an old saying: you get what you pay for. In the case of hints, you have technically paid for them by subscribing to the genealogy website’s service. However, you didn’t pay for them through careful research following solid genealogical methodology. You haven’t yet verified their accuracy, or in the case of suggested online family tree, verified their sources.
Online family trees are one of the most common types of hints you’ll receive. And it’s no wonder: there are billions of names entered in online family trees*, so your tree is very likely to match some of them.
However, with all those matching trees there are bound to be problems. If you’ve been wondering about the reliability and usability of other people’s online family trees being recommended as hints, you’re not alone. Keep reading to learn more about using information gleaned from other’s online family trees.
The question of trusting online family trees
Brenda is a Premium eLearning member, and she wrote me recently with a question about using online family trees: “I’m just getting back into my genealogy research after 10 years of not having time. It seems that research has completely changed to online work! I’m getting [hints that link to other] family lines, but can I trust them?”
And this related question comes from Douglas:
“Weekly, I get emails with family tree matches, asking me to confirm the match. My problem is not with the matching but with when I dig into their tree, the source for their information is another tree. That info may be a clue but I learned way back that the info needed to be backed up by good primary and sometimes secondary sources, not what somebody thought was right. Info that I entered in my tree years ago and found subsequently to be wrong is still hanging out in a dozen trees. What is your opinion?”
My guess is that at some point you’ve had some of the same questions as Brenda and Douglas. Am I right? Well, even though it’s exciting to find someone who’s already built a family tree that includes your ancestors, it’s important to proceed with caution. Avoid the temptation to “graft” or copy the tree onto your tree.
That’s not to say you should ignore online trees. Instead, let’s discuss how reliable they are and how to use them wisely and responsibly.
How to use online family trees as hints
Douglas has stated the problem accurately. The researchers behind those tantalizing trees may have made mistakes or copied unfounded information without verifying it. Unfortunately, this is a very common occurrence.
Once copied to one tree, incorrect information can easily get picked up by others and copied over and over again. And the problem is made worse because the more it’s copied, the more unskilled researchers may assume it must be accurate because they see everyone using it. It’s a vicious circle indeed!
Mistakes can happen in online family trees
Approach every online hint and tree as a clue – a lead – to be considered and scrutinized. You won’t know the accuracy of it for sure until you review the research and verify the sources. That being said, the next logical questions would be “how in the world will I have enough time to verify all of the information in all of these trees?”
The answer is, you don’t.
Instead, do your own genealogical research first, one person and one generation at a time. Work from the present generation backward and learn everything you can from known and trusted primary and secondary sources. If this idea sounds new to you, I strongly encourage you to start listening to my Family History: Genealogy Made Easy podcast. It’s free, and available here on my website, as well as through all major podcast apps. If you’re new to genealogy or returning after a long spell, this podcast will cover the basics in genealogical research and help you get on track.
It’s easy to let other people’s online trees give you a false sense that you are quickly and easily building your own family tree, but it’s just not true. A tree worth having is a tree worth researching. Don’t let the tail wag the dog here. Follow the proven genealogical research process, and then tap into online family trees when you need a fresh new lead.
Automated record hints and matches
On genealogy websites, you’ll get two types of automated hints or matches. The first is for other people’s trees, which we’ve already discussed. The second is for historical genealogical records.
In order to deliver the historical record hint, the website has compared the data on your tree with the data available in the transcriptions of their records. Since many people share the same name and other distinguishing characteristics like birth dates, it’s important to look at each record closely and carefully.
Review both the record transcription and the digitized image of the document (when available), keeping in mind that not all the useful genealogical data is always transcribed. And in the process of transcribing, errors may have been made.
You first want to evaluate whether this document pertains to your relative. Next, you will need to determine what else it adds to your knowledge of them. Compare what that document says to what you’ve already learned about your family. Watch for multiple, specific pieces of evidence that support or are consistent with what you already know.
Genealogy Giants guru Sunny Morton says that “record hints on Genealogy GiantsFamilySearch and MyHeritage are especially known for a high degree of accuracy; Ancestry.com’s are generally pretty good, too, but the site is clear about reminding you that these are just hints. I don’t have data on how accurate Findmypast hinting is, but I do know that they’ve been adding more records to the pool of records they hint on, and that’s also good.”
After reviewing all the record hints you’ve received, conduct additional searches yourself for records about each ancestor. Use the same process described above to scrutinize and evaluate each record.
Remember that even a digitized record hosted on one of the major websites can have transcription, spelling, or other errors, and sometimes you’ll have to make judgment calls. There’s no substitute for your brain! And there’s no substitute for carefully verifying and documenting every discovery as you go.
Next steps for using hints and trees wisely
By using hints for online family trees and historical records as leads when needed rather than the main path to follow will help you build an accurate family tree.
We are here to help you take control of your family tree and your research every step of the way. For specific information about reviewing record hints, read Getting started on Ancestry.com.
Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!
Our RootsTech 2018 pass giveaway is underway! Enter by November 15, 2017 to win a chance to attend the world’s biggest genealogy event for FREE. Meanwhile, there’s more RootsTech news: the class schedule is posted and two keynote speakers have been announced. We think you’ll want to go! The real question is, will you get in for free?
It’s time to give away a RootsTech 2018 pass to one lucky Genealogy Gems fan! This is a great prize: all-access admission to the world’s biggest genealogy event at the Salt Palace Convention Center in Salt Lake City, UT, February 28 – March 3, 2018. It’s a $279 value! Keep reading to see how to enter. But first, a quick update on RootsTech 2018.
The Latest RootsTech 2018 News
RootsTech is:
A conference. Choose from more than 300 classes on traditional research skills, DNA, tech tools, photos, stories, and organizing.
A convention. The biggest names in the genealogy industry share a huge Expo Hall with hundreds of other vendors, societies, and services. All want to answer your questions and show you the latest and greatest tools and resources to help your research.
A party. There’s no denying the fun, festive atmosphere of RootsTech. There are world-class keynote speakers (Olympic figure skater Scott Hamilton and “Humans of New York” Brandon Stanton) and dazzling evening entertainment (love the 1940s extravaganza this year!).
This short highlights video captures it all. Check it out:
The RootsTech class schedule has been published. I’m super excited about classes being taught this year by the Genealogy Gems team. Just one example: Google Earth guru Lisa Louise Cooke and Your DNA Guide Diahan Southard are teaming up to deliver a powerhouse talk about putting your DNA matches on the map. Click here to see the full Genealogy Gems lineup.
RootsTech 2018 Pass Giveaway
We have a RootsTech Full Registration Pass to give to one lucky winner! This pass includes* access to over 300 classes, keynote/general sessions, the Innovation Showcase, Expo Hall and evening events. (Click here for more info about RootsTech 2018.) All you have to do to enter is take our 5-question survey by midnight (CT) on November 15, 2017.
Can’t attend Rootstech? Enter anyway for a chance to win a 1-Year Genealogy Gems Premium Membership!** Everyone who completes the survey below will be automatically entered to win.
We want your input: We know many people are not able to attend RootsTech in person, and that’s why we hope to make several of our booth classes available on video. Tell us which topics you want to see, and help us continue to make Genealogy Gems the best it can be.
Rules: Must complete survey by 12:00 am CT on November 15, 2017 to be eligible. No purchase necessary. Winners announced and notified on November 16, 2017. *RootsTech 4-Day Pass only covers registration (does not include airfare, hotel, or other expenses). If the winner has already registered for RootsTech 2018, the original registration fee will be refunded. **Premium Membership prize eligible for both new members and renewals. Non-transferable and no cash refund.
Genealogy RootsJanuary 14 & 15, 2020 – St. George, Utah Genealogy expert Lisa Louise Cooke, (Genealogy Gems Podcast) and her special guest speaker Geoff Rasmussen (Legacy Family Tree Webinars) will share a stage on January 14 & 15, 2020 at the Senior...
One of the best and most popular software programs for genealogy is RootsMagic. Here to give us the latest on RootsMagic and RootsMagic. 8, which is the newest version, is the developer and the CEO of RootsMagic, Bruce Buzbee.
Genealogy Software versus Online Family Tree
Lisa: One of the questions I get a lot is how is having your genealogy on a software database, like RootsMagic, different or preferable to having just an online family tree?
Bruce: We get we get asked that a lot, why should I do this when I can keep my tree on Ancestry or FamilySearch, or MyHeritage?
No one can change your data
The biggest thing is having your data on your computer, on your own computer. That way you have complete control over it. You don’t have to be connected to the internet in order to access your data, and you don’t have to worry about somebody else coming in and changing your data. Some of the places you can put your data are global trees (where all users contribute to one shared tree). This means that other people can go in and change your information.
Control over your data without a subscription
Some of the online trees are not global, and you do have your own tree. But you have to pay per year to do that. And if you stop paying, all of a sudden, you’ve kind of lost some of that control over your over your data and linked records.
Backups
If you have your genealogy database on your own computer – the pictures, scanned documents, all of those things are on your computer – you can make backups of them, so they’re safe.
Protection from website changes
The other advantage to having it on your own computer is just the peace of mind that if that website has problems or goes down or something happens, you’ve still got your own copy. So, you don’t have to worry about that.
Reporting
Another advantage of having your data on your own computer is the fact that there are unique things you can do in a desktop program that there just isn’t the computational power to do on a website. Things like doing massive merges and generating large reports. Those are things that if your data is up on website, the only way you can get all of the data, for example, for your whole database in a report is to download all of that data into a report or have the website actually have the computational power to generate that report, and then send you that report over the internet. Both of those are very difficult to do, transporting that data back and forth or being able to generate enough computational power for each individual user. If you have thousands or millions of users you can’t, as a website, dedicate that much power to each one of those users. Whereas on your own personal computer, that computer is only working on your what you’re doing.
Lisa: That’s a great point. I mean, I’m a huge advocate of having what I call it my master family tree in my software on my computer for all the security reasons you mentioned.
You also talked about, which I think is so important, that ability to slice and dice and have so many layers of data that we can analyze. And I think the more ways we can look at our data the better so that we can learn more from it.
The Origins of RootsMagic
When did RootsMagic begin? I feel like it’s been out there forever.
Bruce: The actual RootsMagic program was released in 2003. I actually had written a program called Family Origins before that, which was kind of a predecessor to it. It was sold through another company. I did all the development and everything and they did the sales and marketing. That was release in about 1991. So, we went about 10 years as Family Origins, and probably about almost about 20 years as RootsMagic.
RootsMagic 8
Lisa: that’s amazing. And it’s gone through many different versions. Of course, the most recent release was RootsMagic. Eight. Tell us about that. When did that come out? And what are what are we getting now?
Bruce: RootsMagic 8 came out October 2021. In January 2021 we released a kind of public community preview. So, we did about 10 months of just letting users pound on it and complain about it and give us opinions – you should change this, this doesn’t work right, or I like this, or I don’t like that. We were able to use a lot of that information.
We released it in October 2021 and it’s by far our biggest update. It was a total rewrite. We basically started from scratch, because there were a lot of things in the earlier versions that could really bog you down. You’d go into the older versions of RootsMagic, and you’d be looking at a screen with people, and if you wanted to see your places you’d have to pop up another screen. If you wanted to see your sources, you’d have to pop up a separate screen to see your sources. And so, you had to go into these multiple levels of depth, screen after screen. to get to things. Then, when you were ready to get back to your people, you’d have to close each pop-up screen to get back. So that was one of the things that we really wanted to fix with version 8.
In version 8 one of the big things is kind of the overall workflow to doing things. Instead of always being on a person screen, and then hopping to sources, or hopping to places or hopping to tasks or hopping to something else, and then going into that, and then when you’re done backing out, and then to go to something else, you have to go back, what we did is we created multiple views in the program. So, there’s the person view. You can be looking at any person, and if you want to see the places, you just change your view to the place view. It’s not a separate pop-up window. You can switch to that view and switch right back. And you can switch from the person view to a place view, and then switch directly from that to source view, and then directly to a task view or the address view. You can switch between these views without having to always come back to that person view. So, it really speeds up getting things done.
Another great thing about these views is since they’re not a pop-up, whatever you’re looking at on that view stays on that view. So, if I’m looking at the places and I select a particular place, I see all the information about it. If I want to look at a source, I can switch to the sources. And when I switch back to that place view, I’m still working with the same place as I was before, I’m not having to go back into a place pop-up and then search for that place again to get back to where I was. It just it basically keeps in its’ memory a lot more things. You’re not having to search over and over for that same thing. When you’re on it, you’re on it.
Lisa: That makes a lot of sense. What you offer over an online tree is all of these different ways to look at our data.
Why Does RootsMagic Need Changing?
Is it that over the years with all the different updates those layers kind of accumulated and then it brings you to a place where it needs updating?
Bruce: Exactly!
And every time you come up with an update, we think ‘oh, we’re going to add this new feature.’ So, for example, in the past we added to do lists, and then we added research logs and then we added the ability to do more stuff with sources. Every time we added something it was like, ‘Oh, well, the best way to do that is to pop-up a new screen and put everything there.’ And every time you added a new feature, it just added another thing you had to, like going back and forth.
Now if we were to add a new type of feature, we don’t necessarily have to make a pop-up. We can create another view and make it always available so that you can switch in and out of it without losing your place within that view.
Lisa: So, it was a complete rewrite, and I know that it synchronizes with some of the online family trees websites. It had to have been an arduous process. You said that you went through months and months of user testing, which I think is fantastic. So many times, you look at a website, and you think they must never have run this past anybody who ever used it, because it doesn’t look like it runs the way a user would use it. How was that process for you? Was that a difficult decision to invest the time upfront, and have people wait until it can be launched the way you felt like it needed to be?
Bruce: We were still fixing bugs too. So, it wasn’t like we took a completely bug free program and asked users to try it out. They were finding bugs and reporting bugs, and they were also reporting this is overly complicated here to do. And so, there were places where we would tear something out and change it a little bit, or we would leave something the way it was working because we liked it.
Some of the users found it was harder than what they were used to. So, we went back and added functionality that was more similar to what they maybe were used to. Probably our biggest challenge even now is users that are coming from RootsMagic 6 or 7 that have been using it forever. All of a sudden 8 works different. It’s not the same, and they feel like ‘oh, this is harder to use’ when in reality, it really isn’t, it’s just different. We have new users that are coming over from other programs or from no program at all, and they overwhelmingly love the way it works. They love the way they can get around and switch to any view. They overwhelmingly love it.
It’s our own existing longtime users that seem to have the most issues with it, which is unfortunate. A lot of that is just because it doesn’t work the same as it used to. I’m the same way. I understand completely! For example, with my programming tool suite, if a new version of my programming tools come out, and they work quite a bit different than it was, I almost immediately hate it! But after I use it for a while, I’m like, ‘Okay, I guess I can see why they did this.’ But I had my I had my groove, and now my groove was disrupted. The hotkeys are not the same, for example. I used to be able to do all this, this, and this and something was done. Now it’s like, I have to do different alt keys, I have to click twice instead of hitting four Alt keys. And so, for them it feels like it takes longer, when in reality, there are fewer steps. It’s just not what somebody is used to.
Lisa: Right, change is always a little challenging!
Bruce: I understand it completely because I’m the same way.
Can RootsMagic Run on a Mac?
Lisa: Can we use this on a PC and a Mac?
Bruce: Yes. With version 8, we now have a native Mac version and a native Windows version. They both work exactly the same.
If you use one and then switch to the other, it looks exactly the same except it’s got little red, yellow and green dots instead of x’s. But yes, they have the same file format. They have the same set of commands.
Many times, you’ll have a software product that the Mac version and the Windows version are quite a bit different. That’s because they’re completely separate sets of code. You have one team developing Mac, and one team developing Windows. They look and work differently and maybe sometimes even have different file formats.
With this, they’re the same. They look and feel the same. The command structures are the same, the screens are the same, the file format is the same. In fact, when we sell the program, you get a key, and it’s good for both the Windows and the Mac version. So, if you have a Windows computer and a Mac computer, when you buy the program, you’re entitled to use both versions. You can install one on your Mac and one on your Windows computer.
Top Features of RootsMagic 8
Lisa: That’s terrific. So, we’ve talked about all the new great views, and that it works on both PC and Mac. That’s two great features. What’s your third favorite thing about the new program?
Bruce: Well, it’s a tie. It’s a tie between tasks, which are new, and our new report engine.
Reports
We rewrote our reporting engine. In the older version our reports were using a word processor control that we licensed. It had some limitations. It couldn’t create really large reports. And there was a bunch of things with it that we didn’t like, but we couldn’t fix because it was a third-party product.
When we switched to going both Windows and Mac, the product was only available for Windows, so we had to rewrite the report engine from scratch. It’s giving us a lot more flexibility to do things on reports in the future.
One of the things we can do in reports is instead of saving as a rich text file, we can save report as actual Word .docx files, an actual Word document. It comes into your word processor, whether it’s Word, or whether it’s Libre, or whatever you use. They can all read a .docx file. It’s a lot more structured. It’s not quite as rolling the dice that it will work as RTF as RTF was.
Tasks
Then with tasks, we kind of combined things in RootsMagic 7. We had to do lists. We had research logs, we had correspondence logs, we had all these things, which all were very similar. What we did is we kind of replaced those all with what we call tasks.
Tasks are super flexible. You just create a task, and that task in RootsMagic can link to almost anything. It can link to people, places, sources, citations, addresses, and media. What’s nice is, instead of having like a hardwired Research Log, where you go in and say I want to create a research log, and this is what it’s, and going in and manually adding items to that research, you can just create a task. You attach it to whatever people or families or events or sources or places you want. Then when it comes time to generate a report, you just say give me all the tasks that are attached to this group of people that are within 50 miles of this place. You end up with customized research logs. So, instead of having to create a fixed research log, and then adding individual items to it that only belong to that, you take these tasks that are attached to any number of things. Then you just tell it, give me a list of all the tasks for whatever criteria you want. The result is a completely customized Research Log, customized to do list, whatever you want to use it for.
That’s one of my favorites. It’s super flexible. It can be a little confusing to work with at the beginning. But once you kind of see what’s going on and the simplicity – that all you have to do is create a task and attach it to whatever you want – it’s great.
RootsMagic Help and Website Features
Lisa: Tell folks a little bit about the website. You guys have always been in the forefront of providing support and education for being able to use your program to its fullest capability.
Bruce: From the website, you can access, basically everything we have.
Help Chat
When you go to the website, down on the bottom corner, there’s a chat feature. You can chat with our tech support if you need help. They can answer questions and help you out.
RootsMagic Wiki
We also have a wiki. We’ve moved away from the online help of the past. You’ll find it on our website in the menu under Learn. It’s nice because it’s much better than help, for several reasons. One, we can keep it updated. With the old Help feature, if we change or add something, you don’t know about it unless we remember to update the Help file. Now, as soon as we add something, we can stick it on the wiki.
The other thing that’s nice about the wiki is that we can put videos and more graphics and links in there to other topics. Everything you could possibly want to know about how to use RootsMagic is there in the wiki.
Videos and YouTube Channel
We have tutorial videos and our YouTube channel. We have a bunch of YouTube videos on how to use the program.
Webinars
We also have the videos of webinars we’ve done. We’ve been slacking a little bit, the last few months, and we haven’t had a webinar recently. We need to get back on that. But all of the webinars that we’ve had, and we’ve recorded, they’re available up there to watch as well.
Online Community
We have an online community, a message board, that’s very active. We of course have a blog with articles on all kinds of help topics. And we have our email newsletter. That’s kind of where we notify people when there are updates or if there are things we need to contact them about. We do that mainly through our email newsletter. So, all of those things are available through the website.
New Website
We redid the website at the same time that we released RootsMagic 8. The old website was kind of clunky. It wasn’t mobile responsive. So, we redid it all.
User Groups
Oh, I guess we also have a list of user groups on our website, too. There are user groups all over the country, in fact they are worldwide. It also includes a list of people who want to start a user group. So, if somebody wants to start a user group in their area because there isn’t one, they can give us their name and contact information. We can put that up so people can connect easily and quickly.
Lisa: There is certainly a lot that’s new this year at RootsMagic. Bruce, thank you so much for stopping by. It’s been terrific talking with you!
It’s easy to let other people’s online trees give you a false sense that you are quickly and easily building your own family tree, but it’s just not true. A tree worth having is a tree worth researching. Don’t let the tail wag the dog here. Follow the proven genealogical research process, and then tap into online family trees when you need a fresh new lead.
After reviewing all the record hints you’ve received, conduct additional searches yourself for records about each ancestor. Use the same process described above to scrutinize and evaluate each record.
