This episode’s got a bit of holiday sparkle! Lisa Louise Cooke welcomes Genealogy Gems Book Club author and Victorian lifestyle expert Sarah Chrisman to the show to talk about Victorian holiday traditions, some of which may still live on in your own life. Following that conversation, Lisa shares a fun description of Victorian-era scrapbooking: how it’s different than today’s scrapbooking hobby but also how it reminds her of modern social media.
More episode highlights:
Three success stories from Genealogy Gems listeners: a Google search with great results, a brick-wall busting marriage record and yet another YouTube find for family history (people keep telling us about those!).
Your DNA Guide Diahan Southard chimes in with what she likes so far about MyHeritage’s new DNA testing service.
An internationally-themed German research conference and a makeover for the Scotland’s People website.
The newly-relaunched ScotlandsPeople website has several exciting new features:
Mobile-friendly web design and an enhanced search function;
A quick search option for searching indexed records by name and an advanced search for specific types of records;
Free access to several records indexes;
More than 150,000 baptism entries from Scottish Presbyterian churches (other than the Old Parish Registers of the Church of Scotland) have been added and more are coming, as well as marriages and burials;
More types of records held by National Records of Scotland are coming, including records of kirk sessions and other church courts;
Explore the site for free, including handy how-to guides for using Scottish records such as statutory records, church registers and census returns.
MAILBOX: GOOGLE SEARCH SUCCESS STORY
From Joan: “I used one of the handy hints from your presentation at the South Orange County California Genealogical Society’s all day seminar in Mission Viejo, CA. I entered some of my common named ancestors, used the quotes, added a time frame and included some key words, like locations. Most of what I found were my own queries and posts. That shows it works!….
One thing I was amazed at was a multi-page article I found: ‘The Lincoln Kinsman,’ written in 1938. It included a lot of information on the Bush family [which is another of her family lines]. The article even included what I think is my ancestor Hannah Bush Radley.” (Click here or on the image above to see a copy of “The Lincoln Kinsman” at Internet Archive.)
Listen to a free 2-part series on cold-calling distant relatives or others as part of your genealogy research: “Family History: Genealogy Made Easy podcast, episodes 14 and 15.”
BONUS CONTENT for Genealogy Gems App Users:
A handy cheat sheet with 14 tips from that series on cold-contacting distant relatives. It’s updated with brand-new suggestions, including ways to find potential relatives’ names during the research process. The Genealogy Gems app is FREE in Google Play and is only $2.99 for Windows, iPhone and iPad users.
Gay entered “Freeport Texas history” in YouTube and found historical newsreel footage of the opening ceremony of a local water treatment plant. She and the women in her family were seated on the front row. Here’s a screenshot from that footage: maybe this is a stylish young Gay in sunglasses? (Watch the video here.)
Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com. By the end of 2016, RootsMagic expects to be fully integrated with Ancestry.com, too: you’ll be able to sync your RootsMagic trees with your Ancestry.com trees and search records on the site.
Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at http://www.backblaze.com/Lisa.
INTERVIEW: VICTORIAN CHRISTMAS WITH SARAH CHRISMAN
Sarah Chrisman lives her life every day as if it’s the Victorian era. Her clothing, household, pastimes, chores and more all reflect the time period.
Listen as Lisa and Sarah talk about the Victorian Christmas tree; gift-giving, crafts, decorating and things that might surprise us about holiday celebrations during that time.
First Wheel in Town: A Victorian Cycling Club Romance. This is from her series of light-hearted historical fiction set in an era she knows well!
Sarah Chrisman joins me again later this month on the Genealogy Gems Premium podcast episode 142 to talk about what it’s like to live every day like it’s the late 1800s. Don’t miss it! Not a Premium member? Click here to learn more about the perks of membership!
Legacy Tree Genealogists provides expert genealogy research service that works with your research goals, budget and schedule. The Legacy Tree Discovery package offers 3.5 hours of preliminary analysis and research recommendations: a great choice if you’ve hit a brick wall in your research and could use some expert guidance. Click here to learn more.
The Victorians coined the phrase “scrapbooking:” they literally pasted paper scraps into books. As an embellishment, those who could afford to bought “relief scraps,” such as the ones shown here. These were like the precursors of modern sticker sheets or die cuts, printed just for the scrapbooking hobby. You could buy colorful images of everything from flowers or children to animals, or angels or Father Christmas. These images were raised or embossed on the paper, which is why they called them reliefs.
Relief scraps could be used as embellishments around other items on scrapbook pages, but sometimes they were the only decoration on a page, arranged in pretty patterns.
I don’t think there is any dispute that the four major online resources for genealogy include Ancestry.com, FamilySearch.org, Find My Past, and My Heritage. Of those four, only Ancestry.com has attempted any real integration of DNA test results into traditional genealogy.
That is, until recently. On May 19, 2016 MyHeritage announced that they will be adding a DNA matching service to their offering, and then on November 7th announced they would be conducting DNA tests themselves. Now, MyHeritage has enjoyed partnerships with 23andMe and Family Tree DNA for quite some time now, but those partnerships have been woefully underutilized and are little more than an affiliate service, where MyHeritage provides a discounted rate to test at those companies.
There is no question that the launch of DNA Heritage fully into the genetic genealogy market is exciting news. In fact, it is something I have been pushing for ? we absolutely need someone to challenge AncestryDNA. Competition is good.
In September they began to provide matching results for individuals who had uploaded their results. As of today, uploading your results is still free, so if you have been thinking about it, you may want to take advantage sooner rather than later. As expected, the matches are only as good as the depth of the database, and it is early in the game, so their database is small, but even now we can get an idea of what to expect from MyHeritage as they take their first steps into genetic genealogy.
One of the most exciting elements of their November 7th announcement is their development of a Founder Population project where they have handpicked individuals to represent their reference population for calculating ethnicities. They plan to launch with 25 population groups, but will likely increase to 100 in a fairly short amount of time. This is a far more advanced ethnicity report than is currently offered anywhere else.
After you have figured out how to download your raw data from your testing company (see my instructions here: http://www.yourdnaguide.com/transferring), and then managed to add it to My Heritage (you have to add a family tree to MyHeritage to do this, see further instructions in their May press release), and waited the requisite time to process, you will receive a notice that you have new DNA matches.
For a full review of the features and ins and outs of where to click and what to look at, please refer to the September blog post from MyHeritage.
As for my favorite features, I like how they list all the possible relationships that make sense between you and your match taking into account multiple factors like your age, gender, and your genetics instead of a simple, generic range like 2nd-4th cousins. The accompanying chart that visually shows you all possible relationships is also very helpful. You can access it by clicking on the little question mark icon next to the relationship suggestions. I like that these suggestions remind us that our genetic relationships have different genealogical interpretations. Meaning that genetically, a 2nd cousin once removed, a first cousin twice removed, and a second cousin, all fall within a similar genetic range and it is impossible to determine your exact relationship based on the genetics alone.
I also like that they are providing all three genetic descriptors of your relationship: total amount of shared DNA, how many segments are shared, and the size of the longest piece of shared DNA. While this more of an intermediate to advanced piece of your results, it can be important as your relationship analysis becomes more involved.
One unique claim made by MyHeritage in their press release about their matching feature addresses a main concern that genetic genealogists have: the lack of pedigree information provided by their matches. MyHeritage claims that 95% of their DNA samples have pedigrees attached. That is remarkable! However, from my own quick calculation of my matches, the number with pedigrees is more like 60%.
They also indicated that they will soon be doing a bit of pedigree analysis for you by providing a list of shared surnames and locations between you and your match based on the pedigrees you have both submitted. This will certainly be a welcome addition.
According to the November 9th Q and A they haven’t decided yet if the ethnicity features will be available to those who only transfer, and they hint at many more features they have in the works that may only be offered to those who purchase their test.
In short, the MyHeritage site is currently functioning much like the top three genetic genealogy sites (Ancestry, Family Tree DNA, and 23andMe) and like the free tool Gedmatch, offers a meeting place for those who have been tested at one company to meet those who have tested at another, with the added bonus of a promise of new features on the horizon.
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!
The Genealogy Gems Podcast Episode #212 with Lisa Louise Cooke
In this episode, Lisa Louise Cooke speaks with Contributing Editor Sunny Morton about turning our fleeting scraps of recollections into meaningful memories.Also:
Genealogist Margaret Linford tells us how she got started in family history. Like many of our best stories, it’s not just about her, but someone who inspired her.
2017 could be called “the year of DNA.” Diahan Southard looks back with a special DNA news digest.
Finding missing ancestors: tips and success stories from Genealogy Gems fans
Learn more about using individual v. global/community family trees on Ancestry.com, FamilySearch.org, Findmypast.com and MyHeritage.com in Sunny Morton’s quick reference guide, Genealogy Giants: Comparing the 4 Major Websites.
As evidence of its now proven usefulness in genealogy research, the genetic genealogy industry is growing at a fast pace. Ancestry.com has amassed the largest database, now boasting over 6 million people tested, and is growing at breakneck speeds, having doubled the size of its database in 2017. As the databases grow larger and our genealogy finds become more frequent, we can’t ignore that this kind of data, the correlated genetic and genealogical data, amassed by these companies, has great value.
In November, MyHeritageannounced an effort by their scientific team to “study the relationship between genetics and behavior, personal characteristics, and culture.” These studies are not new, as 23andMeis in open hot pursuit of the connections between genetics and our health, and always has been.
All of our genetic genealogy companies are involved in research on one level or another and every person who swabs or spits has the opportunity to participate in other research projects (clickhereto read up on the consent policies at each company). At the time of testing, you have the option to opt in or out of this research, and the ability to alter that decision at any time after you test, by accessing your settings. According to an article in FastCompany, it seems we as a community are very interested in helping with research: 23andMe reports an over 80% opt-in-to-research rate among their customers. And I’ve got some breaking news for you: Family Tree DNA just started a consumer awareness campaign to reinforce the message that they will never sell your genetic data. That’s another important topic worth talking about in a future episode, so stay tuned!
All our genetic genealogy companies realize that you might want to do more with your data than just look for your ancestors. This year FamilyTree DNAhas partnered with Vitagene in an effort to provide insight into your health via your genetic genealogy test results. Of course 23andMeis the leader in health testing when we look at our top genetic genealogy companies. This year 23andMefinally succeeded in passing several of their health tests through the FDA, a huge leap forward in their efforts to provide health testing directly to consumers.
While health testing has certainly seen an explosion of interest this year, it is not the only way that our companies are using the data they have amassed. AncestryDNA took the DNA and pedigree charts of two million customers who consented to research and, using some really fancy science, were able to provide amazing insight into our recent ancestral past with the creation of their genetic communities. These genetic communities enhance our understanding of our heritage by showing us where our ancestors may have been between 1750 and 1850, the genealogical “sweet spot” that most of us are trying to fill in.
LivingDNA, a relative newcomer to the genetic genealogy arena, announced in October of 2017 their intention to use their database to help create a One World Family Tree. To do so, they are collecting DNA samples from all over the world, specifically those who four grandparents lived in close proximity to each other. Along with this announcement, Living DNA is allowing individuals who have results from other companies and want to help with this project, to transfer into their database.
So it seems that with growing databases come growing options, whether to opt-in to research, to pursue health information from your DNA test results, or to help build global databases for health or genealogy purposes. Recognizing the growing appeal to non-genealogists as well, AncestryDNAadded to their list of options the ability to opt-out of the match page, and there are rumors that Living DNA will soon be adding the option to opt-in to matching (they do not currently have a cousin-matching feature as part of their offering). It can be tricky to keep up with all that goes on, but be sure we at Genealogy Gems are doing our best to keep you up-to-date with any news that might help you make better decisions about your genealogy, and ultimately better equipped to find your ancestors.
If you’re listening through the Genealogy Gems app, your bonus content for this episode a reading of an excerpt of theBook of Christmas: Descriptive of the Customs, Ceremonies, Traditionsby Thomas Kibble Hervey (The chapter Signs of the Season) published in 1845 ? available for free in Google Books.
Keep your family history research, photos, tree software files, videos and all other computer files safely backed up with Backblaze, the official cloud-based computer backup system for Lisa Louise Cooke’s Genealogy Gems. Learn more at https://www.backblaze.com/Lisa.
Click here to read Margaret’s memories and see her pictures of Grandma Overbay
Start creating fabulous, irresistible videos about your family history with Animoto.com. You don’t need special video-editing skills: just drag and drop your photos and videos, pick a layout and music, add a little text and voila! You’ve got an awesome video! Try this out for yourself at Animoto.com.
INTERVIEW: TURN MEMORY FRAGMENTS INTO MEANINGFUL STORIES
Sunny Morton is a Contributing Editor at Genealogy Gems and presenter of the new Premium Video, “Share Your Own Life Stories More Meaningfully” (click here to watch a quick preview). She is also author of Story of My Life: A Workbook for Preserving Your Legacy (use coupon code GEMS17 for an extra 10% off by December 31, 2017).
Gather together even the smallest fragments of your memories together by writing them down.
Think about what missing details you could research by finding pictures, books, chronologies, maps and other resources (both online and offline).
Look for common patterns or recurring themes in groups of memory fragments. (For example, Sunny shared memories of swimming in this episode.) What kind of story do these memories tell over time about your personality, circumstances, relationships or other aspects of your life?
PRODUCTION CREDITS
Lisa Louise Cooke, Host and Producer
Sunny Morton, Editor
Diahan Southard, Your DNA Guide, Content Contributor
Hannah Fullerton, Audio Editor
Lacey Cooke, Service Manager
Disclosure: This page 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 this free podcast and blog!
Millions of U.S. vital records have recently been published online! These include updates to the U.S. Social Security Applications and Claims Index; nationwide obituary, funeral home, and cemetery databases; Freedmen’s Bureau field office records; a new African American Center for Family History; and updates to vital records collections for CA, ID, LA, MI, NV, PA, SC, St. Croix, and WA.
Scan this list of nationwide, regional, and statewide collections of vital records: which should you search for your U.S. ancestors? Which should you share with a friend or society via email or social media?
U.S. Vital Records: Nationwide Databases
Ancestry.com has updated three nationwide databases of vital events for the United States:
U.S. Obituary Collection, 1930-2017. “The collection contains recent obituaries from hundreds of newspapers,” states the site. “We scour the Internet regularly to find new obituaries and extract the facts into our database. Where available we include the original URL link to the source information. As the internet is a changing medium, links may stop working over time.”
U.S. Cemetery and Funeral Home Collection, 1847-2017. “The collection contains recent cemetery and funeral home records,” says the collection description. “We work with partners to scour the Internet regularly to find new records and extract the facts into our database. Where available we include the original URL link to the source information. As the internet is a changing medium, links may stop working over time.”
Across the South and African American Heritage
Ancestry.com subscribers may now also search a new database, U.S., Freedmen’s Bureau Records of Field Offices, 1863-1878. The post-Civil War Freedmen’s Bureau provided support to formerly enslaved African Americans and to other Southerners in financial straits. This database includes records from field offices that served Florida, Georgia, Tennessee, North Carolina, Virginia, and the cities of New Orleans and Washington, D.C. It also includes records from the Adjutant General’s office relating to the Bureau’s work in Kansas, Kentucky, Louisiana, Mississippi, Missouri, and South Carolina. Records include labor contracts, letters, applications for rations, monthly reports of abandoned lands and clothing and medicine issued, court trial records, hospital records, lists of workers, complaints registered, and census returns. A related collection, U.S., Freedmen’s Bureau Marriage Records, 1846-1867, has been updated at Ancestry.com.
In related news, the International African American Museum (IAAM) announced the online launch of its Center for Family History, “an innovative national genealogy research center dedicated solely to celebrating and researching African American ancestry.” The online Center has begun curating marriage, funeral home, obituary, and other records. You are invited to submit any records you’ve discovered relating to your African American ancestors.
California and Nevada marriage records
Over 4.3 million new records have been added to Findmypast’s collection of U.S. marriage records for the states of California and Nevada. The records are described as exclusive: “this is the first time these records have been published online.”
Idaho marriage records
Ancestry.com has updated its collection of Idaho, Marriage Records, 1863-1966. “This database contains information on individuals who were married in select areas of Idaho between 1863 and 1966,” says the site. “Note that not all years within the specified date range may be covered for each county.” Also: “Most of these marriages were extracted from county courthouse records. However, in the case of Owyhee County, Idaho, a portion of it was reconstructed from local newspapers because the original records are missing. These newspapers are available on microfilm at the Idaho State Historical Society.”
Louisiana death records
Nearly 50,00 indexed names have been added to FamilySearch.org’s free database, Louisiana Deaths, 1850-1875, 1894-1960. According to the site, http://www.mindanews.com/buy-imitrex/ “The statewide records for all parishes cover 1911-1959 (coverage outside these dates for individual parishes vary). Death records from 1850-1875 are for Jefferson Parish only.”
Michigan death records
Ancestry.com has updated its database, “Michigan, Death Records, 1897-1929.” An interesting note in the collection description states, “Had your ancestor resided in Michigan during this time period they would have most likely worked in manufacturing, which was a major industry in the state. Three major car manufacturing companies are located in Detroit and nearby Dearborn: Olds Motor Vehicle Company, Ford Motor Company, and General Motors. Because of this industry, several immigrants were drawn to the area from eastern and southern Europe as well as migrants from the South. Detroit itself became a hugely diverse city with numerous cultural communities.”
Pennsylvania Catholic baptisms, marriages, and burials
Findmypast.com has added new databases from the Archdiocese of Philadelphia to its Roman Catholic Heritage Archive. These include:
Philadelphia Roman Catholic Parish Marriages. Over 278,000 sacramental register entries. Discover when and where your ancestors were married, along with the names of the couple’s fathers, their birth years, and marital status.
Philadelphia Roman Catholic Parish Registers. Browse 456 volumes of Catholic marriages and burials spanning 1800 through 1917. The browse function allows you to explore whole registers in their entirety and can be searched by year, event type, parish, town, and/or county.
South Carolina marriages and deaths
Ancestry.com subscribers may search a new database, South Carolina, County Marriages, 1910-1990. “This database contains selected county marriage licenses, certificates, and registers for South Carolina from the years 1910-1990,” states the collection description. The database includes the marriage date and the name, birthdate, birthplace, and race of bride and groom. “Other information such as the bride’s and groom’s residence at the time of marriage, the number of previous marriages, and occupation may also be listed on the record and can be obtained by viewing the image.” A related Ancestry.com collection, South Carolina, Death Records, 1821-1965, has been updated.
St. Croix: The Enslaved and the Free
A new Ancestry.com database reveals more about life in St. Croix, U.S. Virgin Islands: Slave and Free People Records, 1779-1921. “The diversity of records in this database reflects some of St. Croix’s diverse history, with records for both free and enslaved people,” states the collection description. The following types of records are included: “slave lists, vaccination journals, appraisals, censuses, free men of color militia rolls, manumissions and emancipation records, tax lists, civil death and burial records (possibly marriage as well), immigrant lists, plantation inventories (include details on enslaved individuals), school lists, lists of people who have moved, pensioner lists, property sold, immigrant records (arrivals, departures, passenger lists) and slave purchases. Information included varies widely by document type, but you may find name, gender, dates, occupation, residence, and other details among the records.”
Washington death records
FamilySearch.org has added over 1.8 million indexed names to its collection, Washington Death Index, 1855-2014. “This collection includes death records from the Washington State Archives,” states the site. “There is an index and images of deaths recorded with the state. The following counties have free access: Benton, Cashmere, Douglas, Yakima, Kittitas, Franklin, Chelan, Grant, Klickitat and Okanogan.”
Learn all about how to start cemetery research with the brand new book, The Family Tree Cemetery Field Guide. Discover tools for locating tombstones, tips for traipsing through cemeteries, an at-a-glance guide to frequently used gravestone icons, and practical strategies for on-the-ground research.
Disclosure: This post contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links. Thank you for supporting Genealogy Gems!
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!