Free genealogy classes at home. Dress code: casual. for PAF Users A Quick Start Guide Webinars Participaterticipate live or watch pastpast classes for free ata 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 We’re here to help you get the most out of RootsMagic! Visit: www.RootsMagic.com/help 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 Descendants, Standard chart Descendant List no longer being updated Descendants, Wall chart Wall Chart, Descendant chart or supported. AAgain, 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 bbe just as comfortable Lists, Unlinked individuals Individual List, Unlinked is desktop genealogy wwith 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