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A Quick Start Guide

Webinars Participaterticipate live or watch ppastast classes for free aat www.RootsMagic.com/Webinars RootsMagic for PAF Users A Quick Start Guide Still have Contents Welcome to RootsMagic! ...... 1 questions? Moving Your Data to RootsMagic ...... 2 Navigating the Main Screen ...... 4 Editing Your Data ...... 6 Customizing RootsMagic ...... 8 Frequently Asked Questions ...... 9 Appendix 1: PAF Menu Items in RootsMagic ...... 10 Appendix 2: PAF Reports in RootsMagic ...... 12

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Copyright © 2013 RootsMagic, Inc. All Rights Reserved. for Forums, Mailing Lists, Webinars, User Groups, Knowledge Base articles, and other technical support. RootsMagic, Inc. P.O. Box 495, Springville, Utah 84663 www.RootsMagic.com Appendix 2: PAF Reports in RootsMagic Welcome to RootsMagic!

RootsMagic can create over 100 colorful reports and charts. The follow- “I have used PAF for all my years in Family History research. I now enjoy ing are the charts and reports available in PAF and their equivalents in working with RootsMagic. It is by far the best program. Thank you.” RootsMagic. - Joyce PAF Report RootsMagic Report Pedigree, Single page Pedigree Change isn’t easy. Like many off of a fl ash drive, interactive Pedigree, Cascading Pedigree, Print cascading charts genealogists, you’ve probably used problem lists, online publishing, a Pedigree, Blank form Blank reports, Pedigree chart Personal Ancestral File (PAF) for mobile app, and more! Family Group, Single family Family Group Sheet years. You know it like you know Family Group, Cascading — your grandma’s sugar It can even search and Family Group, Blank form Blank reports, Family group sheet cookie recipe. It’s com- share data between your Ancestry, Standard chart Ahnentafel fortable, it’s familiar, fi le and FamilySearch Ancestry, Wall chart Wall Chart, Ancestor chart and unfortunately, it’s Family Tree! Descendants, Standard chart Descendant List no longer being updated Descendants, Wall chart Wall Chart, Descendant chart or supported. Again,A we understand Books, Ahnentafel (Ancestry) Narrative, Ancestors that change isn’t easy. Books, Modifi ed register (Descendancy) Narrative, Descendants As you considered your But we’re sure that, with Individual Summary Individual Summary options, you learned a little of your time and a Scrapbook Scrapbook about RootsMagic. little help from us, you’ll Custom Custom Report Like PAF, RootsMagic beb just as comfortable Lists, Unlinked individuals Individual List, Unlinked is desktop genealogy withw RootsMagic as you Lists, Duplicate individuals Duplicate List software that allows you were with PAF. Lists, Individuals sorted by RIN — to record, research, and share your Lists, Individuals sorted alphabetically Individual List, Selected family history. If you’ll excuse me, I think I’ll go Lists, Marriages Marriage List make some sugar cookies now. Lists, Possible problems (Main Menu) Tools > Problem Search > Unlike PAF, RootsMagic is actively Problem List being developed and updated— Lists, End-of-line individuals Individual List, No parents supporting the latest operating Lists, Family reunion contacts Address List Did you know that systems and genealogical tech- Lists, Places sorted alphabetically Place List RootsMagic has been Lists, Individuals with notes Custom Report nologies. around for over 20 Lists, Sources Source List years? It’s original name was RootsMagic has all the features Lists, Citations referencing a source Source List, Citation details “Family Origins”. you’ve come to depend upon in Lists, LDS incomplete individual LDS Ordinance List, Individual PAF. Plus it does so much more. ordinances ordinances, Only those missing Like PAF, it originally started as a DOS program before moving to ordinances RootsMagic introduces amazing Lists, LDS incomplete marriage sealings LDS Ordinance List, Marriage sealings, Windows. In fact, Family Origins new features such as book pub- pioneered many of the features Only those missing ordinances lishing, color coding, wallcharts, Lists, LDS family ordinance summary LDS Ordinance List that you enjoyed in PAF. Shareable CD’s, running straight Calendar Calendar 12 1 PAF Menu Item RootsMagic Menu Item Add > Mother Ctrl+H Add > Parents P Moving Your Data to RootsMagic Add > Other Parents Add > Parents P View > Family Ctrl+S View > Family view “I want to thank everyone at RootsMagic for all their hard work! I pur- View > Pedigree View > Pedigree view chased RootsMagic after attending a genealogy seminar this past Septem- View > Individual View > People view ber. I was still using PAF at that time. When Bruce explained how easy it View > Toolbar Right-click toolbar, Toolbar was to convert my data I was ecstatic, so I purchased the software. When I View > Status Bar — received it, it loaded quickly, converted all my old PAF data (just as Bruce Search > Individual List Ctrl+F Search > Person List Ctrl+F said it would) and I was up and running. . . Love is a very strong word, Search > Marriage List Search > Family List Shift+Ctrl+F and I Love RootsMagic!! Thanks everyone, great job!!” Search > Descendancy List Ctrl+D View > Descendants View Search > Find by RIN/MRIN Ctrl+R Search > Person List, Record - Kathy Search > Advanced Focus/Filter Search > Person List, Find Search > Home Person Ctrl+Home Search > Go to Root Person Ctrl+Home When you think of moving your To Import Your PAF File: Search > On FamilySearch Internet View > Web search data from one genealogy program Tools > Match/Merge Tools > Merge > Duplicate Search Merge 1. Upon starting up RootsMagic Tools > Merge Duplicate Sources and Tools > Merge > Automatic Merges, to another, you probably have for the fi rst time, you’ll see nightmares of GEDCOM fi les, Citations SourceMerge the “Welcome Screen”. Click Tools > Global Search and Replace Search > Search and Ctrl+H incomplete transfers, and lost Import a fi le from a diff erent information. Replace program. Tools > Change Names to Mixed Case — You can rest assured that Roots- Tools > Create Web Page Internet > Publish online Magic spares you all of these Tools > Notepad — headaches. You don’t even have Tools > Relationship Calculator Tools > Relationship Calculator Tools > Date Calculator Tools > Date Calculator to know how to pronounce “GED- Tools > Soundex Calculator Tools > Soundex Calculator COM” to move your data over. Tools > Preferences Shift+Ctrl+P Tools > File Options or Program Options RootsMagic can directly import Window > Cascade Window > Cascade Window > Tile Horizontally Window > Tile Horizontally your original PAF database (not a Window > Tile Vertically Window > Tile Vertically PAF backup fi le) into a new Roots- Help > Current Topic Help > Contents F1 Magic fi le. Help > Help Topics Help > Contents F1 Help > Keyboard Help > Contents F1 RootsMagic will directly Help > Getting Started Guide Help > Contents F1 Help > User’s Guide Help > Contents F1 import your PAF 2, 3, 4, If you do not see the “Welcome Help > Lessons Help > Learning Center or 5 fi les, no matter their Screen”, you can also select Help > Feedback and Frequently Asked Help > Technical Support size. File > Import from the Questions RootsMagic Main Menu. It keeps everything including Help > Find a Family History Center — your names, events, notes, Help > Check for Software Updates Help > Check for Updates The “Import File” screen will Help > About The Church of Jesus Christ — sources, and pictures. It even appear. preserves your RIN numbers! of Latter-day Saints Help > About Personal Ancestral File Help > About RootsMagic

2 11 2. Select PAF (Personal Ancestral Select the appropriate folder File) from the “Import File” and fi le, then click Open. Appendix 1: PAF Menu Items in RootsMagic screen.

The following are the Main Menu items available in PAF and their equivalents in RootsMagic, as well as a keyboard short-cut, if available.

PAF Menu Item RootsMagic Menu Item File > New File > New Ctrl+N File > Open Ctrl+O File > Open Ctrl+O File > Close Ctrl+F4 File > Close Ctrl+F4 File > Save As File > Rename File > Import File > Import 3. If you don’t know where on 5. Set the options for the new File > Export File > Export your computer the PAF fi le is, RootsMagic fi le. File > Export for TempleReady for File > FamilySearch click Search for fi les. Windows File > Add TempleReady Update File > FamilySearch File > Properties File > Properties File > Backup File > Backup File > Restore File > Restore File > Check/Repair File > Database tools RootsMagic will search all of File > Delete File > Delete your drives for any PAF fi les File > Print Reports Ctrl+P Reports > Print a report Ctrl+P and display them in a list. File > Exit Alt+F4 File > Exit Alt+F4 Select a fi le and click Open fi le. Edit > Individual Ctrl+I Edit > Person Enter Edit > Notes Ctrl+N Edit > Person, Note Options include: A) Filename, Edit > Multimedia Ctrl+M Edit > Person, Media B) Number to display next to Edit > Unlink Individual Edit > Unlink a person’s name, and C) LDS Edit > Delete Individual Edit > Delete > Person Delete and FamilySearch Family Tree Edit > Marriage Edit > Person Enter support. Click OK to complete Edit > Parents Edit > Person Enter the import. Edit > Parents’ Marriage Edit > Person Enter Edit > Order Spouses Edit > Rearrange > Spouses 6. Your PAF data is now happy Edit > Order Children Edit > Rearrange > Children and safe in its new RootsMagic Edit > Source List Lists > Source List 4. If you do know the location home! Edit > Repository List Lists > Repository List of the PAF fi le you want to Edit > Individual Event List Lists > Fact Type List import, click I know where the If you wish, you may now Edit > Marriage Event List Lists > Fact Type List fi le is. safely uninstall PAF and Add > Individual Ctrl+A Add > Individual I archive your PAF fi les and Add > Family Add > Parents P backups. Add > Spouse Ctrl+U Add > Spouse S Add > Child Ctrl+L Add > Child C Add > Father Ctrl+T Add > Parents P 10 3 Navigating the Main Screen Frequently Asked Questions

“I have been working on the family history for many years using PAF, and “I am new to RootsMagic but am thrilled with the little exposure that I converted to RootsMagic, which is a great program, very user friendly. I have had. It makes genealogy so simple. . . For many of us, PAF 5 was all have recommended the program to beginners that are interested in fi nding we knew and it was overhelming to think that it was going by the wayside. and recording their own family genealogy.” . . THANKS!” - Shirley - Margaret Q: How do I merge multiple PAF screen will appear asking you fi les into one RootsMagic fi le? which people you wish to copy over. Make the selection (often A: RootsMagic lets you split and Ancestors and their children). combine fi les using “Drag and Drop”, similar to pruning and 5. Check the box that asks, Are grafting branches of a tree. (name) and (name) the same person?. Click OK. The select- ed people will be copied over into the fi le.

Q: Why do some of my pictures have a red “X” on them?

A. Like PAF, RootsMagic stores only the fi lename of each picture. A red “X” means that it cannot 1. Open both the fi le to be com- fi nd the fi le. This often happens if bined and the fi le to be com- the pictures have moved to a new bined into. folder on your computer.

2. Choose a person that is com- Like PAF, the Main Screen of and their RootsMagic equivalents, mon to both fi les. Click on this RootsMagic has a Main Menu, please see Appendix 1: PAF Menu person in the fi le to be com- Toolbar, Status Bar, and tabbed Items in RootsMagic. bined. “views”. 3. While holding the mouse but- B - Toolbar ton down, move the mouse RootsMagic can automatically fi nd A - Main Menu The Toolbar gives access to the pointer over to the common the missing fi les for you. From the The Main Menu gives access to most commonly-used RootsMagic person in the fi le to be com- Main Menu, choose Lists > Media all of RootsMagic’s main features. features. To add your own favorite bined into. gallery. Click Tools > Fix broken For a list of PAF main menu items features to the toolbar, right- media links. Click OK. 4. Let go of the mouse button. A 4 9 click on the toolbar and choose Customize. Did you know that in a Customizing RootsMagic list of names, you can C - Info Area quickly jump to any “In the past I have used PAF for my family history. A couple of weeks ago person by simply typing The Info Area displays information I was asked to change to RootsMagic. I really like the program. It is very their name? Just type the easy and I like that the updates are easy to do. Since I am only on the about the currently highlighted surname followed by a comma 1800′s and 1700′s on lines I will use this program for years to come.” person including name, birth, and the given name. marriage, and death. It also shows - Sherri a list of spouses and parents of the In fact, this works in most person. RootsMagic lets you customize display after a person’s name in any sorted list in RootsMagic how you view and interact with the software. RootsMagic defaults including places, fact types, the program and your data. With to “None” but PAF users may be D - Sidebar sources, etc. Just start typing a few tweaks, RootsMagic can be accustomed to seeing the “Record and it will fi nd the fi rst item that The Sidebar provides fi ve tabs of matches what you type! made to behave in a more familiar number (RIN)” after each name. information, the default being the and PAF-like Index Sidebar. This provides a C) Family- fashion. sorted list of all individuals in the Search options generation indented. fi le. To access - Here you en- the options, able or disable People View E - Navigation Views select Tools > support for The People View is equivalent File Options FamilySearch The main body of the screen to the Individual View in PAF. It from the Family Tree in displays one of six views. The tabs shows an alphabetical list of people Main Menu. the fi le. at the top let you switch between in your fi le with customizable the different views. columns of information. A) Root per- When enabled, son - Here you will Pedigree View WebSearch View you change see a small the “root” FamilySearch Just like in PAF, the Pedigree View The WebSearch View or default person for the fi le. In tree next to each person on the is a 5 or 6-generation ancestor tree automatically searches online PAF, this is known as the “home” main screen. of your family. resources for the currently selected person. person. Family View B) Display options - Here you Timeline View change which start person to show Just like in PAF, the Family View and which view to display when a displays a single family; a father, a The Timeline View gives you a fi le is opened. RootsMagic defaults D) LDS options - Here you enable mother, and the children. chronological listing of events to the “Pedigree view” but PAF or disable support for LDS ordi- from the current person’s life as users may be more used to starting nances in the fi le. When enabled, Descendants View well as vital events of that person’s immediate family members. with the “Family view”. you will see a small LDS temple The Descendants View shows up next to each name on the main to 7 generations of descendants You can also set which number to screen. for a selected person with each 8 5 The next lines in the list display all Accented Characters spouses and sets of parents for the To enter international or accented Editing Your Data person. characters, press Ctrl+T while in an edit box. “A great improvement from PAF. This will help with the work. Thanks!” Facts and Events - Garth Next are all the facts and events for the person, sorted chronologically. The list shows the date, place, description, and age for each fact and event.

Select a letter and click Insert. Adding New Facts and Events

To add a new fact or event, click Notes, Sources, and Media Add a fact on the top of the screen. Like PAF, RootsMagic lets you record notes, sources, and pictures for a person. It also lets you record notes, sources, and pictures for individual events and facts.

The three right-most columns in the list represent that item’s notes, sources, and Choose the type of fact that you media. A checkbox wish to add from the list and click in a column tells you that a note, Select. source, or picture exists for that item. Clicking in a column lets you add or edit that item’s note, To add or edit information about On the left of the Edit Person Editing Facts and Events a person, simply double-click on screen, you’ll see a list of all avail- source, or media. their name on the Main Screen. able information about that per- Clicking on any fact or event will You may also press the Enter key son. On the right, you can edit allow you to edit information to edit the currently selected per- information as it is selected from about it on the right. Did you know that the son. The “Edit Person” screen will the list on the left. notes, sources, and appear. Enter the event’s date, place, and pictures that you enter other information as appropriate. Names and Relationships for a person in PAF are Where PAF uses several different Click the calendar to bring up a all found on the fi rst line of the screens to view and edit informa- The fi rst line of the list is labeled, date calculator. Click the magnify- Edit Screen’s list? Just click in tion about a person and families, “Person”. Clicking on this line ing glass to lookup a place name. the three right-most columns of RootsMagic simplifi es things and will allow you to edit the person’s the row labeled, “Person”. puts it all in one place. name. 6 7