Basics of RootsMagic

Why Have a Separate Program?

Isn’t FamilySearch Enough? FamilySearch is focused on DECEASED ancestors FamilySearch SHARES data with others FamilySearch keeps ONE identity for each individual Others can edit and change data I enter

Isn’t Ancestry Enough? Ancestry.com allows SEPARATE trees and multiple versions of individuals Ancestry.com allows FEEDBACK and comments on records Ancestry.com CONNECTS you to other researchers BUT…

Why RootsMagic? RootsMagic is for the LIVING as well as the dead RootsMagic is PERSONAL information – NOT SHARED RootsMagic helps you write FAMILY HISTORY RootsMagic creates customizable REPORTS and CHARTS

Why RootsMagic? RootsMagic works OFFLINE as well as ONLINE RootsMagic can run off a FLASH DRIVE

Why RootsMagic? RootsMagic helps you document SOURCES RootsMagic tracks RESEARCH LOGS RootsMagic doesn’t have ADS in your face RootsMagic accesses web research sites RootsMagic SYNCS with FamilySearch RootsMagic imports PAF files directly! (Only AncestralQuest can do that also)

Let’s Look!

Start with the TABS

Pedigree Tab is the Default Left panel allows selection of starting name

Select Pedigree Size 5 or 6 Generations Move the “slider” to select The Pedigree chart increases or decreases

Shows Father, Mother, Children, and Parents The Family Tab Shows Father, Mother, Children, and Parents

The Family Tab To ADD a person, click the text box

The Family Tab To EDIT a person, double-click the name

EDIT PERSON

EDIT PERSON Highlight FACT on left side Add or Edit on right side

EDIT PERSON Given Name Surname Sex Prefix (Mrs, etc.) Suffix (Jr. etc.) Nickname Living? SAVE

EDIT PERSON DETAILS Notes Sources (We’ll talk about these fields in later class)

Options on Tab Add a fact – select from fact type Delete a fact – remove fact from person Options – We will discuss in another class LDS Facts – Enter Temple data/dates Address – Contact addresses, email, etc. Media – Add photos, video, audio, etc. ToDO – Add and delete tasks to do Research Log – Create and edit logs Web Tags

Research Log

Web Tags Add, Edit, Delete or GO to the site

Descendants Tab

PEOPLE TAB Lists all the people in the file. Double-click on name to open PERSON TAB

WebSearch Tab Enter link info in Web Browser box Or.. Click Search Ancestry button Or..Add a Web Tag

Menu Bar Options File: Open, Close, Save, etc. Rename, Delete Database tools (cleanup, test, condense) Print a Report

Menu Bar Options Use the TABS to get around to each MAJOR function. Use Menu Bar for other things: Edit functions: Add, delete, rearrange, and LDS functions Fact lists, source lists (more in next class) Add individual, person, parents, child, etc. View – Basically the same as the TABs Reports – Charts, lists, calendars, etc.

Print a Report

Print a Report Report Functionality is one of RootsMagic’s strengths Box Chart

Print a Report Report Functionality is one of RootsMagic’s strengths Pedigree Chart

Print a Report Report Functionality is one of RootsMagic’s strengths Family Group Sheet

Print a Report Report Functionality is one of RootsMagic’s strengths Narrative Report

Print a Report Report Functionality is one of RootsMagic’s strengths Calendar (Portrait)

Print a Report Report Functionality is one of RootsMagic’s strengths Calendar (Landscape)

Print a Report A LOT more! Report Functionality is one of RootsMagic’s strengths A LOT more!

Menu Bar Options Use the TABS to get around to each MAJOR function. Use Menu Bar for other things: Edit functions: Add, delete, rearrange, and LDS functions Fact lists, source lists (more in next class) Add individual, person, parents, child, etc. View – Basically the same as the TABs Reports – Charts, lists, calendars, etc. Tools – MERGE, relationships, maps

TOOLS MERGE NEVER do an automatic MERGE! Duplicate search merge is good.

TOOLS Duplicate search merge is good.

TOOLS Manual merge is good.

Internet Options Much more that you can do!!

Internet Options LEARNING CENTER

Learn on Your Own

Happy Hunting with RootsMagic!