RootsMagic 8

Show Notes: Bruce Buzbee, CEO of RootsMagic, the leading genealogy software program joins Lisa Louise Cooke for an update on what’s new at RootsMagic.

rootsmagic 8 update

Video and show notes

You’ll learn:

  • why you need a genealogy software database rather than just an online family tree,
  • Bruce’s 3 favorite features of RootsMagic 8,
  • and what’s new at the RootsMagic website.  

Watch the Video

Resources

Download the  ad-free Show Notes handout  (Premium Members exclusive)

Show Notes

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!

Resources

Download the  ad-free Show Notes handout  (Premium Members exclusive)

 

What you need to know about Google Earth Pro

Google earth Pro for genealogy keyOn January 28, 2015 Google announced that Google Earth PRO is now available for FREE! Not just a free trial. Google is allowing everyone to get a free key to Google Earth Pro!

In the past the software fee was hundreds of dollars. But now you can get Google Earth Pro for free and gain the ability to do things like “measure 3D buildings, print high-resolution images for presentations or reports, and record HD movies” inside Google Earth.To get your free key to Google Earth Pro sign up here. After submitting the form, you will be emailed the free license key. Copy the license key from the email, then click the link provided to download Google Earth Pro app for PC and Mac.

 

Everything I’ve taught you about using Google Earth still applies, but now you have more tools than ever!

 

Since I announced this in the last Genealogy Gems Newsletter, I’ve received several questions. Here’s what you need to know about Google Earth Pro:

 

From Sheri: “I did get it to finally work…..instead of my phone number running together….I added the dashes between the numbers and then it went through.  FYI….in case you hear an issue from others.”

 

Thanks for the tip Sheri. Most likely the problem you were running into after the big announcement that Google Earth Pro went free was the sheer amount of traffic the site received. Googlers swarmed the site, and any people found it took several attempts to get a successful download. As time passes, it should get quicker and easier to download.

 

From Kathy: “I downloaded the Google Earth Pro BUT now I have regular and Pro on my computer and all the spots marked in regular seemed to have transferred to Pro—Question—should I now uninstall the regular version?”

 

Answer: That decision is really up to you. I’ve decided to keep both for a while, but only do work from this point forward in Pro. If in a few months everything is still running smoothly, then I will probably delete the old free version just to free up disk space on my computer. For now, it certainly doesn’t hurt to leave  it there.

 

The good news is that both programs appear to pull from the same files on your computer. This means that when you create a file in Pro, you will also see it in your Places panel in the free version.

 

Question from Dea: “I downloaded Google Earth Pro on my main computer.  I now want to use the same license key for my laptop and android, as I signed up for 2 to 5 users.  I assumed that I could use the same license key.  When I tried to sign up on my laptop it said I already was a user, but do not know how I can access it from my laptop. Help!”

 

Answer: Although the sign up page asks how many users will be using the program, my understanding is that each download key is for one device. I would guess that the user question is about how many people might be using the application on that device. (Unfortunately the website isn’t clear on this point.) I’m basing this on the fact that when it was a paid version, you had to purchase a license key for each device.

 

As with the original free version of Google Earth, each device you download Google Earth to has it’s own unique Places Panel. In other words, files you create on your desktop computer don’t show up on your laptop. This is because the files are stored on that particular device and not on the Cloud (for privacy reasons).

 

So the bottom line is that to get another license key for another device you will need to use a different email. If you only have one email address, you could create a second free email in Gmail just to have an email you can use.

 

Dea’s Reply: “Thank you for such a prompt reply.  I am sure there must be more than one of you.  I do not know how you get so much accomplished….saw you at Midwest Roots in Indianapolis and, again, at a webinar for our Genealogy Society in Terre Haute, IN.  You are an excellent speaker, teacher as well as entertaining.”

Lisa: Now I’m blushing!!

 

Answers to more questions:

Do you really need Google Earth Pro? Probably not, because Pro was created originally for businesses. However there are some pretty cool extras that you get by going Pro:

  • Movie-Maker: Export Windows Media and QuickTime HD movies, up to 1,920×1,080-pixel resolution. (Sweet!)
  • High-resolution printing: Print images up to 4,800 x 3,200 pixel resolution. (The free version max: 1,000 pixels.)
  • Spreadsheet import: Ingest up to 2,500 addresses at a time, assigning place marks and style templates in bulk. (My geeky side is getting giddy!)
  • Exclusive pro data layers: Demographics, parcels, and traffic count.
  • Advanced measurements: Measure parking lots and land developments with polygon area measure, or determine affected radius with circle measure.

Resources:genealogy television and video

Want to learn more about using Google Earth specifically for genealogy? Check out this free video class.

Google Earth for Genealogy and Toolbox bundleAnd there are several chapters on using Google Earth for genealogy in my brand new book The Genealogist’s Google Toolbox Second Edition (2015). You can pick up as a special bundle here with my 2 disc DVD set Google Earth for Genealogy.

Join Lisa at GeneaQuest 2018 in Illinois

Lisa Louise Cooke will be at CAGGNI’s GeneaQuest 2018 in Hoffman Estates, Illinois on Saturday, June 23. Join her and other expert presenters all day to learn Google strategies for genealogy, a master plan for organizing your research, DNA solutions, brick-wall...

15 Freebies for Genealogy

A ton of genealogy and family history research can be done for free. In this episode I’ll share 15 fabulous free websites and what I love about them. These are essential for everyone serious about saving money while climbing their family tree.

(Get your ad-free Show Notes Cheat Sheet at the bottom of this page in the Resources section.)

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LISA’S SHOW NOTES: Get your ad-free downloadable handout in the Resources section at the bottom of this page.

Episode 77 Show Notes 

1. Genealogy records – Familysearch

Website: https://www.familysearch.org/en/

Features:

  • Free account
  • Download and print
  • Historical records
  • Digitized Books
  • Browse Images
  • Trees

2. Books, Magazines & Newspapers – Google Books

Website: https://books.google.com

Features:

  • 10 million free digitized book
  • Google’s newspaper collection
  • Magazines
  • Catalogs
  • Almanacs
  • City directories
  • County histories
  • Court records
  • Government reports…

Tip: Use the Tools button on the results page to reveal the filter menu. Filter your results down to just full digitized and searchable books by selecting Full View.

Learn more: Elevenses with Lisa episode 30.

3. Records – Find free records at Ancestry

Website: tinyurl.com/lisaancestryfree (affiliate link)

Features:

  • Use the link to zero in on only free records
  • All types of genealogical records!
  • Use fields to search just the free records and free indexes.
  • Free Trial available

Learn more: Elevenses with Lisa episode 17.

4. Burial Records – Find a Grave

Website: https://www.findagrave.com

Features:

  • over 170 million burial records.
  • birth, death, and burial information
  • many submissions include additional biographical details (possibly an obituary) and information about spouses, children and parents.  

Search Tips:

  • Name fields: 
    ? replaces one letter. 
  • * represents zero to many letters. g. Lars?n or Wil*
  • Search for an exact birth/death year or select a range, before or after.

Select “More search options” to:

  • Search for a memorial or contributor by ID.
  • Include the name of a spouse, parent, child or sibling in your search.
  • Use partial name search or similar name spellings to catch alternate spellings or broaden your search.
  • Narrow your results to famous, Non-Cemetery Burials, memorials with or without grave photos and more.

 5. Free downloadable worksheets – Family Tree Magazine

Website: https://www.familytreemagazine.com/FREEFORMS/

Features:

  • 5 Generation Ancestor Chart
  • Family Group Sheets
  • Ancestor Research Worksheet
  • Records Checklists
  • Family Relationship Chart
  • Online Search Tracker
  • Ancestor Surname Variant Chart
  • Oral History Interview Worksheet
  • S. Census Checklist
  • Genealogy Source Documentation Guide

6. Resources & Information – US Gen Web

Website: https://usgenweb.org/

Features:

  • Free, volunteer organization for 25 years
  • Organized by State then Organized by County
  • Free guidance from experienced researchers in that area
  • Links to free records

7. Resources & Information – FamilySearch Wiki

Website: https://www.familysearch.org/wiki

Features:

  • Organized by country, state, county…
  • Provides an overview
  • Directs you to where known records are located
  • Alerts you to pitfalls and tips from experts at the FHL

Learn more: Elevenses with Lisa episode 64.

8. Passenger Lists – Ellis island Website

Website: https://heritage.statueofliberty.org/passenger

Features:

  • Passenger lists images & transcriptions
  • Photos of Ships

Search by:

  • name
  • the Wizard
  • One page form

Snagit Clipping Tool: Here’s our link for purchasing your copy of Snagit (screen clipping tool) Thank you for using our link.  Use coupon code GENEALOGY15 to get 15% off.  (We will be compensated at no additional cost to you, which makes the free Elevenses with Lisa show and notes possible.)

Learn more: Elevenses with Lisa episode 34.

9. Books, Images, Videos – Internet Archive

Website: https://archive.org

Features:

  • Old webpages
  • Books
  • Images
  • Records
  • Audio Recordings
  • Storage
  • Videos

Learn more: Elevenses with Lisa episode 43.

10. Photo Identification – Dead Fred photos

Website: https://deadfred.com

Features:

  • A place to post photos for potential identification
  • Reunite orphaned photos with families
  • Find old family photos

11. Military Records – Soldiers and Sailors

Website: https://www.nps.gov/civilwar/soldiers-and-sailors-database.htm

“Cooperative effort between the National Park Service and several public and private partners whose goal is to increase Americans’ understanding of this decisive era in American history by making information about it widely accessible.

free website for military

11. Soldiers and Sailors Database

Features:

  • Men who served in the Union and Confederate armies during the Civil War.
  • Histories of Union and Confederate regiments.
  • Links to descriptions of significant battles.
  • Selected lists of prisoner-of-war records and cemetery records.

Learn more: Genealogy Gems Podcast episode 149.

12. Postcards & Newspapers – Old Fulton Postcards

Website: https://fultonhistory.com/

Features:

  • Started as New York post cards
  • Expanded into newspapers
  • Now boasts “Search over 41,433,000 Historical
    Newspaper Pages from the USA & Canada” 

Tips:

  • Take the time to visit the Help & FAQ section
  • Visit the Old Fulton New York Post Cards page at the FamilySearch Wiki.

13. Newspapers – Chronicling America

Website: https://chroniclingamerica.loc.gov

Features:

  • Newspaper Directory (1690-present)
free newspaper website

13. Chronicling America: the Newspaper Directory

  • Digitized Newspapers (1777-1963)
  • Image search with Newspaper Navigator

Learn more: Elevenses with Lisa episode 26.

14. Land Records – BLM GLO

Website: https://glorecords.blm.gov

Features:

  • Land Patents
  • Land Surveys
  • Legal Land Descriptions

Learn more: Elevenses with Lisa episode 67

15. Video – YouTube

Website: https://www.youtube.com

Features:

  • Home Movies
    (search by surname,
    “old home movie”, locations)
  • Old Newsreels
  • Local TV station coverage
  • Documentaries

Learn more: Elevenses with Lisa episode 58.

Resources

Questions and Comments

Please leave your questions and comments below. 

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