Recently I heard from my friends at RootsMagic about a new version of their excellent family history software, as well as tips for getting help using it. I’m a huge fan of RootsMagic software-–click here to read my RootsMagic review. I’m also huge fan of keeping your master tree on your own software rather than just in an online tree (click here to read why). From the RootsMagic press release:
“We have released a new update for RootsMagic 7 users, version 184.108.40.206. This update includes the option to automatch with FamilySearch when doing WebHints, as well as a number of small bug fixes.” Click here to see a list of what is new and fixed. “If you haven’t already downloaded the update, look for the “Update Available” indicator in the lower right corner of your RootsMagic 7 program screen, and click on it.”
A Note About RootsMagic Help
“While we try our hardest to make our software as easy to use as possible, we also realize that a program with as many features as RootsMagic can sometimes seem intimidating. That’s why we try so hard to provide as many ways to get help as we can.
On the other hand, we are a small company (yes, we try to look big) and can often get buried with the amount of support calls and emails we receive. But the one thing we don’t have a shortage of is great customers who are willing to help each other.
Way over half the support requests we receive are answering “how-to” and “can the program do this” kinds of questions. Did you know that we have message boards, mailing lists, and other ways to talk to other RootsMagic users to get answers to a lot of these questions? We also have online classes (webinars) and tutorial videos (RootsMagic TV) to help you learn how to use the features of your software. We have an entire knowledge-base of answers to frequently asked questions.” To see all the different ways you can get help with RootMagic software, click here.
We are proud to have RootsMagic as a sponsor of the free Genealogy Gems Podcast.
RootsMagic, the makers of award-winning family history software, now offers free guides for users of PAF (Personal Ancestral File, the free family tree software that is becoming obsolete), FamilySearch Family Tree and their own RootsMagic software.
“RootsMagic for PAF Users: A Quick Start Guide” is a 16-page, full-color booklet that guides PAF users through the transition to RootsMagic. It addresses common questions and is available as a free download here.
In addition, RootsMagic hosts several tutorial videos on its own You Tube channel, RootsMagicTV.com. Dozens of short videos are organized by the most popular and recent videos and by topic: installing and using RootsMagic; using RootsMagic with PAF; and using RootsMagic with FamilySearch’s Family Tree.
If you’re a RootsMagic user (or are thinking about becoming one), check these out.
How to name sources in RootsMagic 7 is a matter of personal preference. My preference? Simply and consistently!
Helen recently transitioned from Mac Family Tree 7 to RootsMagic 7. She sent me this question about how to name sources in RootsMagic:
“I stripped out all sources from my old file before exporting the GEDCOM because I wanted to start fresh with a consistent system in RootsMagic 7. I have watched their webinars for sourcing and understand the basic how-to. I’d love to hear your strategy for naming your sources… say census records. If the names are too general, then you have a lot of data entry for each incident. But if the name is too specific, your source list gets very long very quickly. Do you add ID numbers to your sources?
Thanks to Helen for the question! Naming your sources in RootsMagic is really a personal preference, so the first rule of thumb is not so much about what you call them, but rather that you do so consistently. If you have a naming convention that you follow that works, having a very long list won’t be as intimidating.
I used to number my sources long ago in my old database software. Actually that software did it automatically which I really liked, mainly because I put that number in the name of the digital file for the corresponding record image. RootsMagic 7 allows us to attach our images, so that is no longer an issue.
Here’s an example of my simple approach to naming sources:
Record type > Year > Surname > First name (head of household)
Example: Census 1940 Moore Jay Bee
This way, all census records are grouped together in the source list. The date gives me a time frame of reference (i.e. it is Jay Bee Moore my grandfather rather than his grandfather), Surname, then head of households first name.
If the source is about Jay Bee himself, it works. The source may also mention his wife Pauline, and his son Ronald, but I don’t need to take up space including all of those name in the file name. I know that if I need a source for where Pauline was in 1940, I would find her under her husband Jay Bee. This mirrors my hard drive organization methodology, which I teach in my Genealogy Gems Premium videos.
What if there’s another related family on the same page of that census? This is where personal preference comes in. I save that same census page to the other family’s surname folder on my computer as well. Yes, it is a duplication (and I rarely duplicate effort), but in this case it works for me and I’m consistent. I find it fits better with my hard drive organization, and saves me time down the road when I’m working with a particular family. I could have named the source “Census 1940 Kings Co CA ED16-20 p6,” which is indeed one single unique page of that census but that just isn’t as helpful to me later for retrieval.
Remember, these are your sources, and you can do with them as you please. You are the only one who will be working with them. Again, I’m sharing a process that works well for me. And I always keep my eyes open for new and better ways to do things like this, but even when I find them, I weigh them against the question, “Do I really want to invest the time in changing this that I would have invested in research?” Usually the answer is “No!” unless my way has a proven flaw that will cause me more grief in the end.
There are lots of other ways to do it out there. You know me, I often turn to Google for answers. If you have a question, chances are someone out there has had it too. Google can help you quickly tap into answers. A Google search of how to name sources in Rootsmagic leads to a web page called Organizing Source Names in RM5. It’s a discussion forum where someone posted a similar question. There are a couple of very viable options offered and great discussion about how to decide what works for you. This is one reason I like and recommend RootsMagic, which is a sponsor of the free Genealogy Gems podcast–because they provide so many helpful tutorials with their software. Another great resource is a blog series by Randy Seaver (click the label “RootsMagic”) on how to enter a new source and create a citation.
More Gems on Family History Software
Keeping Up with Online and Master Family Trees
“Is That Software Expired?” Why I Wouldn’t Use Obsolete Family Tree Maker Software
How to Download and Backup Your Ancestry Data: Why To Keep Your Master Tree at Home
Recently Gretchen wrote in with this question about RootsMagic family history software:
“I’m a huge fan of Genealogy Gems!! I LOVE to listen to the podcasts (I’m a fairly new member) and have all of your books!! I need help in the area of choosing a family tree: Do you prefer Legacy Family Tree or Roots Magic (which you promote on your podcasts) and why?!? I would so appreciate some advice! I love your tips!! I look forward to hearing from you and would greatly appreciate the advice!! Thank you!!!”
Here’s my answer: I use RootsMagic for my genealogy database. I’ve known the owner of RootsMagic for eight years, and am impressed at the company’s continued development of the program and their dedication to provide ongoing free training for their users through their website. They offer free webinars to all their users, including short training videos on specific RootsMagic features.
- Full-length videos include such topics as:
- Getting Started, Publishing a Family History with RootsMagic
- Using FamilySearch with RootsMagic (they have an award-winning interface)
- Creating and Printing Wallcharts with RootsMagic.
New PDF indexes to their webinars make it easier to find the topics you’re looking for.
In short, every indication to me is that is an excellent long term solution that allows me to retain control of all my data. And that’s why we selected them as a sponsor of The Genealogy Gems Podcast.
I hope this brief RootsMagic review helps you!
Click here to learn more about your options for family history software, and why I still recommend desktop software when you can build your family tree entirely online.
Want tips to keep your online trees current with the master version in your family tree software? I’ve fielded several questions recently from Family Tree Maker users that might be useful to everyone.
In the wake of the announced retirement of Family Tree Maker software, questions continue to pour in about how to use family history software along with online trees. I’ve also taken a couple of questions from people wondering whether to continue their subscriptions at Ancestry.com if they’re not using Family Tree Maker. Find my answers below–and thanks to Gladys, Charles, Lisa and others for sending in these great questions!
Q: “Why switch from Family Tree Maker if it still “works” even after it’s retired? Ancestry.com and its tree system can be continually updated via GEDCOMs (click here to learn more about GEDCOMs) from one’s current Family Tree Maker for as long as one desires. The key problem is that support for FTM will soon disappear.”
A: Yes, you’re right, the key probably is that support will be gone. Into the future, as operating systems and hardware change, FTM users will likely eventually experience problems and ultimately be unable to continue reinstalling it onto new computers. (As I mentioned in this article, this happened to me with my first database.) While it isn’t an emergency, there is an advantage to migrating now. Other companies are offering great specials, and are currently knowledgeable and focused on assisting FTM users in making the move and ensuring that all of their data migrates successfully. Click here to learn about some of these specials.
RootsMagic is a sponsor of the Genealogy Gems Podcast, and the software that I use personally. The following question came from a listener who wanted to know more about it and how to move their data:
Q: “Can you explain more about RootsMagic and what it can do? Will it allow a transfer of data from the old Family Tree Maker files where I have already stored significant amounts of information?”
A: You can download your content from Ancestry and then load that into RootstMagic. This article on the RootsMagic blog will guide you. And they have an entire “Help” page here devoted specifically to assisting Family Tree Maker users. (Click here to learn why I recommend RootsMagic, which is a sponsor of the free Genealogy Gems podcast.)
Q: “Should I just resign myself to having to upload a new GEDCOM to RootsMagic every month to add any new people/content I’ve found on Ancestry.com?”
A: Rather than adding info to my Ancestry tree and then duplicating it in RootsMagic, I look at it the other way around. I enter new found data directly into RootsMagic as I work. I may go ahead and add it to my Ancestry tree as well, but it really depends on what it is. You see, I view my Ancestry.com tree as a drafting table or a work space, not the final resting place for my family tree. For me, a little extra effort is worth keeping control of my data.
I really don’t foresee Ancestry.com resurrecting Family Tree Maker or selling it to another company. This article explains some of the business reasons why.
Q: “If I continue to use Ancestry.com and add content to my online tree, what is the best way to get that content into my RootsMagic tree?”
A: You can download your content from Ancestry and then load that into RootsMagic. This article on the RootsMagic blog will guide you. I think after reading all my answers here you will see that I use Ancestry and MyHeritage as research tools, and RootsMagic as my master complete genealogy database. So I leave RootsMagic open on my computer in the background, and pop over to that window to enter confirmed data as I am working on the various websites.
BONUS QUESTIONS! Ancestry.com and MyHeritage.com Subscriptions
Here are my responses to Family Tree Maker user questions about where to invest their subscription dollars and efforts.
Q: “Do you recommend not using Ancestry.com for research anymore?”
A: I think Ancestry is a treasure trove of genealogical data and documents, and I absolutely will continue to use it. However, as I mentioned in my article, I’m a believer in housing my master family tree on my own computer, and backing up that computer to the cloud (I use BackBlaze. I like the service so much they have become a sponsor of the Genealogy Gems Podcast.) That way I control the data and know it is protected. I don’t use Ancestry trees for my master tree. Rather, I upload a GEDCOM of the branches I want to generate leads for (shaky leaves). When I find new information I may or may not add it to my Ancestry tree (based on my research needs) but I always add it to RootsMagic master database.
Q: “Should I switch to MyHeritage?”
A: MyHeritage is a great website as well. I use it in much the same way I use Ancestry (above). It has been invaluable for my international research. (Click here to learn why I recommend MyHeritage.com, which is also a sponsor of the free Genealogy Gems podcast.)
Final thoughts: In the end, it’s your data and your decision. I hope you’ve found these conversations helpful as you do your own homework on what is right for your family tree.
More Gems on Family History Software and Online Trees
Family Tree Maker Alternatives and What I Do With My Online Tree
How to Download and Backup Your Ancestry Data
Is that Software Expired? Why I Wouldn’t Use Obsolete Family Tree Maker Software