1. Basics of RootsMagic

2. Why Have a Separate Program?

3. 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

4. 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…

5. 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

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

7. 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)

8. Let’s Look!

9. Start with the TABS

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

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

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

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

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

15. EDIT PERSON

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

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

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

19. 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, , etc.
Media – Add photos, video, audio, etc.
ToDO – Add and delete tasks to do
Research Log – Create and edit logs
Web Tags

20. Research Log

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

22. Descendants Tab

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

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

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

26. 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.

27. Print a Report

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

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

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

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

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

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

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

35. 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

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

37. TOOLS
Duplicate search merge is good.

38. TOOLS
Manual merge is good.

39. Internet Options
Much more that you can do!!

40. Internet Options
LEARNING CENTER

41. Learn on Your Own

42. Happy Hunting with RootsMagic!