Rootsmagic Manual

Getting the Most Out of RootsMagic Seventh Edition Bruce Buzbee RootsMagic, Inc. PO Box 495 Springville, Utah 84663 USA Copyright © 2000-2015 by RootsMagic, Inc. All rights reserved. No part of this book shall be reproduced, stored in a retrieval system, or transmitted by any means, electronic, mechanical, photocopying, recording, or otherwise, without prior written permission from RootsMagic, Inc. International Standard Book Number: 978-1-932932-15-7 Printed in the United States of America Trademarks RootsMagic, RootsMagic To-Go, SmartMerge, SmartShare, SourceWizard, Shareable CD, and WebHints are trademarks of RootsMagic, Inc. Windows is a registered trademark of Microsoft Corp. All other brand and product names are trademarks or registered trademarks of their respective companies. About the Author Bruce Buzbee is the founder and president of RootsMagic, Inc., and the author of the RootsMagic genealogy software. He has been writing genealogy software for over 20 years, having previously written the popular Family Origins software. Bruce is happily married with 5 children and 3.3 grandchildren. Conventions Tip Advice on easier ways to accomplish a task. Warning Warns you about things you might not want to do. Note Additional information about the current topic. "File > New" For example, "File > New" means to select "File" from the main menu, then select "New" from the "File" menu. Ctrl+Tab A key sequence where the first key (in this case Ctrl) is held down while the next key (in this case Tab) is pressed and released. Table of Contents Introduction ............................................................................ 1 What is RootsMagic? ........................................................................ 1 How This Book is Organized ......................................................... 1 Getting Started ........................................................................ 2 Creating a Database .......................................................................... 2 Adding Yourself ................................................................................ 4 Adding Other People ....................................................................... 7 The Main Screen ................................................................... 11 The Pedigree View ......................................................................... 12 The Family View ............................................................................ 14 The Descendants View ................................................................. 15 The People View ............................................................................ 16 Sorting the Columns .................................................................. 17 Choosing the People ................................................................. 17 Choosing the Columns ............................................................. 18 The WebSearch View .................................................................... 19 Standard Search Providers ........................................................ 20 Custom Search Providers ......................................................... 20 The Timeline View ......................................................................... 21 Editing From the Timeline View ............................................ 23 The Side Bar .................................................................................... 24 The Index Panel ......................................................................... 24 The Family Panel ....................................................................... 25 The Bookmark Panel................................................................. 25 The History Panel ...................................................................... 26 The Groups Panel ...................................................................... 27 Toolbars and Menus ...................................................................... 27 Using Databases ................................................................... 30 Creating a New Database.............................................................. 30 Opening an Existing Database .................................................... 32 Searching For Files ......................................................................... 33 Using Multiple Databases ............................................................. 34 Dragging and Dropping People .................................................. 35 Backing Up Your Database .......................................................... 36 Renaming Your Database ............................................................. 39 Database Tools ............................................................................... 39 Deleting Your Database ................................................................ 40 Copying Your Database ................................................................ 40 Comparing Two RootsMagic Files ............................................. 40 Importing Lists from Another File ............................................. 40 Getting Database Information ..................................................... 41 Building the Family Tree ..................................................... 42 Adding People to Your Database ................................................ 42 Adding an Unlinked Individual .................................................... 43 Adding Parents, Spouses, and Children ..................................... 46 Deleting People and Families ....................................................... 50 Unlinking People from Each Other............................................ 51 Swapping Husbands and Wives ................................................... 52 Rearranging Children ..................................................................... 52 Rearranging Spouses ...................................................................... 53 Editing People ...................................................................... 54 Names, Titles and Sex ................................................................... 55 Spouses ............................................................................................. 56 Parents .............................................................................................. 57 Facts and Events ............................................................................ 57 Adding a Fact to a Person ........................................................ 58 Editing a Person's Facts ............................................................ 60 Deleting a Person's Facts .......................................................... 60 Alternate Names ............................................................................. 60 DNA Tests ...................................................................................... 61 Notes and Sources ......................................................................... 63 Notes ............................................................................................ 63 Sources ......................................................................................... 63 Other Items ..................................................................................... 63 Media ............................................................................................ 63 Address ........................................................................................ 64 To Do List ................................................................................... 64 Research Logs ............................................................................. 64 WebTags ...................................................................................... 64 Groups ......................................................................................... 65 Facts and Events ................................................................... 66 What Is a Fact? ............................................................................... 66 Dates ............................................................................................ 67 Double Dates ......................................................................... 67 Quaker Dates ......................................................................... 67 Date Modifiers ....................................................................... 68 Sort Dates .................................................................................... 68 Places and Place Details ............................................................ 70 Descriptions ................................................................................ 71 Shared Facts .................................................................................... 71 The Fact List ................................................................................... 73 Creating a New Fact Type ........................................................ 74 Editing an Existing Fact Type ................................................. 78 Deleting an Existing Fact Type ............................................... 78 Searching for Information .................................................... 79 Finding a Person by Name ........................................................... 80 Finding a Person by Other Information .................................... 81 Editing From the Explorer ..........................................................

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