Adding Source Citations is our third post in the Inherited Genealogy Files series, and in this post, we answer a listener’s question.
We recently received this letter from a Genealogy Gems Podcast listener, Cristy. She says:
Thank you for your tip about starting from the present and working backwards. I was having a hard time knowing where to start. I had inherited a tree passed from my mom and my great-grandmother, that when combined with the information my husband’s aunt gave me [I had a] tree with almost 1200 names. But the information from my great-grandmother and my aunt does not have any sources and all of my mom’s sources got lost in our various moves over the years. She only had her old school database that just had the facts and no sources.
I determined that a genealogy book my mom used as a source for one of our lines [had been] copied [from] an older genealogy line that has been proven incorrect. So, my goal has been to re-find my mom’s sources and document everything. I didn’t know where to start. I have now made a second tree in my database keeping the original as a place to start and only putting what I have proved using actual sources and attaching the documentation as I go. Your episode on the Genealogical Proof Standard was really helpful. It will be a big help as I clean up my tree.
Finding Source Citations for Your Inherited Family Tree
Let’s first give a brief definition of source citation.
Source Citation: the information that tells your reader where you obtained a particular piece of genealogical data.
For example, a family tree should include a source citation for the birth date and place, the death date and place, and the marriage date and place…and that’s just the start.
Finding source citations is really easy if you are using FamilySearch. Let’s say I used a death record I found online at FamilySearch as the proof of my ancestors death date. What is so wonderful about using FamilySearch.org for finding records is that it includes a source citation for you to copy and paste. Take a look.
You can highlight the source citation text and copy it into your genealogy software. A bonus is knowing that FamilySearch is free and easy to use.
Adding Source Citations for Genealogy to RootsMagic Software
As I mentioned above, you can take the source citation you found on FamilySearch and copy and paste it into your genealogy software. RootsMagic is the genealogy software we here at The Genealogy Gems Podcast use (and we are proud that they sponsor our free Genealogy Gems Podcast.) It is an easy-to-use and effective software for both PC and Mac users. (To learn more about using RootsMagic, read here.)
Using RootsMagic, let’s add a source citation to an event in a family tree:
In this example above, we have double clicked on Clarence’s name and opened up the Edit Person window. We would like to add a source citation for Clarence Bowser’s death date and place. In the line for death, we click on the box in the source citation column. The source citation column is indicated by that little icon that looks like a record.
At the pop-up window, we click Add new source and from the options, choose Free Form and click OK.
Now, let’s assume you copied the following source citation from a record you found at FamilySearch.org:
“Ohio Death Index, 1908-1932, 1938-1944, and 1958-2007,” database, FamilySearch (https://familysearch.org/ark:/61903/1:1:VKBM-BKN : accessed 8 December 2014), Clarence W Bowser, 09 Nov 1958.
The first part of the citation is the title of the collection and the location you found it. “Ohio Death Index, 1908-1932, 1938-1944, and 1958-2007,” database, FamilySearch (https://familysearch.org/ark:/61903/1:1:VKBM-BKN. That front half of the citation is going to go in the Footnote area of the next pop-up window. The remainder of the citation you copied is going to go in the Page field. Then click, OK.
Notice, the entire footnote at the right of the screen looks like the one you copied from FamilySearch. You may wonder why on earth we separated the citation. Because, RootsMagic is going to remember you have a source citation from Ohio Death Index, 1908-1932, 1938-1944, and 1958-2007. The next time you find an ancestor’s death record in this index, you will not need to click Add new source. Rather, you will click Cite existing source, and choose the Ohio Death Index, 1908-1932, 1938-1944, and 1958-2007.
At the next screen, the Footnote field will already be filled out for you. All you need to do is fill in the Page field with the back-half of the new source.
More on Adding Source Citations for Genealogy
In addition to keeping your source citations on a genealogy software program, you may wish to clip the citation and add it to Evernote. Lisa Louise Cooke explains just how to do this in her article titled, “Cite Your Sources from FamilySearch with the Evernote Web Clipper.”
You can get loads more tips and tricks in our helpful Evernotefor Windows for Genealogists quick reference guide (also available for Mac users). Also, get a quick overview about this amazing product from this video clip on our YouTube Channel.
Elevenses with Lisa Episode 22 Video and Show Notes
Live show air date: August 20, 2020
Join me for Elevenses with Lisa, the online video series where we take a break, visit and learn about genealogy and family history.
Please note: As is often the case with technology, sometimes things just don’t work like you think they will. As it turns out, items displayed clearly on my computer in Google Earth were not displaying in the live stream or captured on the video. Don’t worry, if you ever want to create a digital movie of your Google Earth maps, Google Earth has a video recording feature built in so this won’t happen. However, I did everything in this episode live and in real-time through live stream which apparently was at the root of the problem. Keep reading, because I have all the notes for you on what we covered, as well as screen shot images of everything that did not appear on the screen in the video!
Using Google Earth to Capture Your Ancestors’ Neighborhood
It’s a beautiful day in the neighborhood, and we are going to have some fun exploring one of my ancestors’ neighborhoods. Along the way I think you’ll pick up some interesting ideas on how you can explore your ancestors’ lives in a deeper way by getting to know their neighbors.
While you may not find it worthwhile to create a project like this for every family in your family tree, it could prove very helpful for:
writing a story
writing a family history blog post or article
writing a book
creating a family history story video
teaching kids about the family history
satisfying your curiosity!
We see our ancestors’ neighborhoods when we review census records. But have you ever wondered what was life really like in their neighborhood? This project can answer questions such as:
Did they live close together?
Did they share the same backgrounds?
Did any of them work together?
Did they have things in common?
Were there a lot of children on the street?
The Google Earth Neighborhood Project
The genealogy project I’m creating in Google Earth in this video is the neighborhood of my great grandparents who lived in San Francisco from 1900-1912. Now, don’t be discouraged if your ancestors were farmers. Remember, everyone has neighbors and a community. Every community has records.
The Census: The 1910 U.S. Federal Census tells us that they lived at 288 Connecticut Street, San Francisco, CA.
Most of their close neighbors, don’t appear on the same page with them. Instead, the neighbors of Connecticut Street appear on the previous page. Always look at the pages before and after the page where you find your ancestor. Often you will find other relatives, close friends, and other people with connections to your family.
For this project we will need the free Google Earth Pro software. Although Google Earth is available in a Web version and an app, these do not include all of the same tools. I always use the software. If you already have Google Earth, check to see if you have the most recent version.
You will also need an a good internet connection to operate Google Earth.
Follow along with the video with the notes below.
Rumsey Historical Maps
In the Layers panel, turn on Rumsey Historical Maps in the Gallery by clicking to check the box. Gold medallion icons will appear on the map. Hover your mouse over the icons to see the title and date. Click the select a map. In the pop-up box, click the thumbnail image of the historic map to automatically overlay it.
The map will be listed in the Temporary Places at the bottom of the Places panel. You can click drag and drop it to any location within the Places panel.
Videos in Placemarks
Videos before and after the great earthquake of 1906 (See Images) Add videos from YouTube to placemarks by copying the Share embed code and pasting it into the Description area of the placemark.
Historical YouTube video displayed in a Google Earth placemark.
Map Overlays
Click the box to activate items like the custom map overlay I created using the 1905 Sanborn Fire Insurance Map of Connecticut Street.
Search for Addresses
Search for addresses like 288 Connecticut, San Francisco in the search box in the upper right corner of Google Earth.
Add Placemarks in Google Earth
Set a placemark for a home by clicking the Placemark icon (yellow pushpin) in the toolbar the top of the screen.
Use Street View to Get a Closer Look
Visit the street up close and person with Street View. Click on the Street View icon in the upper right corner, drag it over to the map, and drop it on the blue line.
Add Photos to Placemarks
Photos can be embedded into placemarks, such as the photo of my Grandpa and his father (See Image)
Photo of my grandather being held by his father displayed in a Google Earth placemark.
and the photo of my Great Grandfather next to his streetcar. (See Image)
Click the placemark to display the photo.
If you add images from your computer, they will only appear when the map is viewed in Google Earth on your computer. If you host the image in cloud on a photo sharing site or your own website, you will be able to share your map file with other people and they will be able to view the images.
Plot Where Your Ancestors Lived Using Placemarks
Search for each family address and mark the locations with placemarks.
3D Models in Google Earth
3D models (like the streetcar I showed) are created by other Google Earth users and are available online. The HTML code is pasted into a placemark. (You can learn more about this in episode 13 of my Google Earth for Genealogy video tutorial series.
Search for Neighbors
Search for the addresses of neighbors you find in the census and other records.
The census image displayed in a Google Earth placemark.
In this case I searched for the address I found for Bertin & Lenora Hall (293 Connecticut.) Bertin was a locomotive engineer, born in the United State, and they were renting their home.)
Add a Folder to the Google Earth Places Panel
You can add folders to help keep your items organized in the Places panel by right-clicking on MyPlaces, and selecting Add > New Folder. Name the folder as desired, and then drag and drop it to the desired location in the Places
Use Historical Maps from a Variety of Years
Comparing the locations with maps from various years helps you see the evolution of the neighborhood. Notice that some maps don’t line up exactly with the modern map. This is due to inaccuracies often found in old maps.
Add Country of Origin Icons
We can learn more about the makeup of the neighborhood by designating their country of origin. Some neighborhoods may be predominately filled with many people from the same country or even village. Others, like my Great Grandfather’s neighborhood, were quite diverse:
Burkett – U.S.
Hall – U.S.
Dunne – Ireland
Becker – German
Harrington – England
Crawford – Scotland
McTiernan – Irish
Rutherford – Canada
Geib – Germany
Customize Placemark Icons
Add custom icon images to represent the family’s country of origin. Images around 40 px x 40 px work well. (Premium Members click here to download the icons I used.)
Customizing the placemark icon in Google Earth
The Google Earth Opacity Slider
Use the Opacity slider to make a map overlay being displayed more transparent. Start by clicking the space just below the map in the Places panel in order to select it. Then click the Opacity button at the bottom of the Places Slide the slider to change the transparency.
Add Details to the Placemark Description
I typed information into the Description area of my placemarks such as their occupation, fully street address and country of origin. Typically the first two lines of text will be visible in the Places Click the placemark to open and read or add all of the information desired.
Researching and Recording Occupations
Explore old maps, city directories, county histories and other resources to locate possible places of employment. You can then mark each location with a placemark. I used the “wrench” icon to represent work.
Search for Locations
Where did David Rutherford work? I searched for “Cannery San Francisco” and sure enough Google Earth found a site in the northern part of the city.
The Neighborhood School
Let’s not forget the children – I marked the school attended by my grandfather and a photo of him with his classmates. (SeeImage Below)
My grandpa and his school mates c. 1911.
The Future of the Neighborhood
The neighborhood continued to grow well after they left as revealed by another David Rumsey historic map from 1938 found in the Layers Panel > Gallery.
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!
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In addition to keeping your source citations on a genealogy software program, you may wish to clip the citation and add it to Evernote. Lisa Louise Cooke explains just how to do this in her article titled, “Cite Your Sources from FamilySearch with the Evernote Web Clipper.”
