An Open Letter on RootsMagic’s Sync with Ancestry


Years ago (back in the Family Origins days) I got burned giving a date for a feature we were adding, and I promised myself I would never do that again.  But users dislike uncertainty and like to press us for an estimated release date.  Usually, I just say something like “it will be done when it is ready” and leave it at that.  When Ancestry and RootsMagic announced our agreement to create a version of RootsMagic which would be able to sync with Ancestry trees and display WebHints from Ancestry, we were bombarded with the question of “when?”  We usually don’t pre-announce upcoming features, but with this being a joint public announcement, the questions just kept coming.

So, apparently not having learned my lesson, we picked the end of the year as a safe guess, even though we had no idea what the brand new API (the system that lets RootsMagic and Ancestry talk with each other) would be like, what problems we might encounter along the way, or what other non-related issues might temporarily take us away.  We’ve worked with API’s before, and have gotten pretty dang good at it.  We’ve even written code to sync with online trees (FamilySearch), so we’re experienced there as well.  And up until very recently, it still looked like we could meet that deadline.

But to be honest, I underestimated the amount of time necessary to finish and properly test this awesome new feature.

  • I did take into account that we needed to wait for the new API, and we were able to use that time to work on some underlying code needed for syncing and hints.
  • I didn’t take into account that is was a brand new API, one that no other company had ever worked with before.  It’s easy to work with an existing API… there’s tons of documentation, and other programmers write about the pitfalls they encountered working with it.  With a new API, there is limited documentation, and you get to spend a lot of time doing trial and error to find out what the API expects.
  • I didn’t take into account that the API might be missing functions which we needed.  When this happened, Ancestry has been great about providing those missing functions, but it still takes time.
  • I didn’t take into account how often programmers would need to be pulled-off to put out fires in other areas of the program or with other APIs.
  • I didn’t take into account the fact that we would tear out and rewrite large amounts of code several times when we found a faster or better way to do something.

So the bad news is that the Ancestry sync features won’t be released by the end of the year. But the good news is that it is close, it looks amazing, and we aren’t talking about a huge 6-month delay or anything like that.  We know many of you are excited to share your data between RootsMagic and your Ancestry tree, and we are excited to be working to offer it.  We just want to make sure that when we release these new features, you can depend on them working right, and keeping your data safe.

So where are we now?  We have early testers working with it and still have some more code to write .  Since even a small bug in sync code can cause tremendous damage to a data file or online tree, we want to make sure it is stable before turning more testers loose on it.  Once we’re confident it is stable, we will turn it over to even more testers.

If you are interested in being one of those beta testers, please fill out this application.

And for everyone wanting to know the new exact release date… it will be done when it is ready.  I’ve learned my lesson (again).

Happy 30th Birthday, RootsMagic! Part 10: The New Partnership


NOTE: This is Part 10 of our ongoing series documenting the history of our company. If you’re just joining us, be sure to read Part 1, 2, 3, 4, 5, 6, 7, 8, and 9.

After Jamboree, Michael Booth and I began to work together on new graphics for the RootsMagic 3 I was finishing up.  Although it was just a small thing, it made a big difference in the look of the screens.  The more we worked together the more I realized how talented Mike was and how much I enjoyed working with him.  I told my wife that I would love to have Mike join RootsMagic, but that it was also kind of scary.  Up until now, RootsMagic was simply a family business that only had to support our family.  Our only official employee was my daughter Kristy who handled all the shipping.  I did all the programming, tech support, and marketing (if you could really call it that).

Bruce and Mike

In late May 2005 I finally got up the courage to call Mike and ask if he and his wife would meet with me and my wife for lunch.  I didn’t really tell him what it was about because I wanted to ask him personally.  I still remember the butterflies in my stomach, and thinking I wasn’t much of a business person if I was this nervous about bringing up this subject with Mike.  I hemmed and hawed and finally asked if he would ever consider joining RootsMagic as our Vice President and bring his Personal Historian software along for the ride.

I didn’t expect Mike to make a decision right there (and he didn’t).  But over the course of the next month we discussed and negotiated all kinds of things.  It was a very friendly negotiation, but at one point it looked like it wasn’t going to happen.  It wasn’t really over anything tangible… it was mainly just a question of whether it was really right for Mike and his family.  I was in a funk, but it didn’t feel like there was anything I could do about it.  I decided to respect his decision, but I did try to subtly (or maybe not so subtly) point out what great synergy our two products and companies would have together.

Personal Historian 1

We finally set it up so that if things didn’t work out the way we planned, Mike and I could take our products (and companies) and go our own ways.  And on July 1, 2005, Michael Booth joined RootsMagic as Vice President, and we added Personal Historian to our product line.  At our first genealogy conference after joining forces (the BYU fall genealogy conference), we made less money combined than we each made individually the year before.  We joked about how well this “synergy” thing was working for us, and at that point I knew we were going to make this work.

The first thing Mike did was help me bring RootsMagic into the 21st century.  Up until then, RootsMagic had only been available on CD, and Mike decided we needed to make it available as a download also.  While I finished up version 3, Mike wrote the code that allowed us to make it downloadable for the first time.

Once we released RootsMagic 3, Mike began work on our next project.  It was a mapping program designed to read genealogy data and plot it on a world based map.  Back when I was working with Parsons Technology, I had helped them develop a genealogy mapping program called Family Atlas (I wrote the code for reading GEDCOM files into it).  That program was long gone, and I had been wanting to create a new program that took genealogy mapping to the next level.  The first thing I did was check if the “Family Atlas” name was available again.  Luckily it was, although we had to pay a pretty good price to get the domain name.

Family Atlas

As we got closer to releasing Family Atlas we began doing some demonstration classes at conferences, and discovered that what we were offering was only half of what users really wanted.  We had the ability to import and manipulate genealogy data geographically, but users also wanted to be able to publish maps with those results.  We went back to the drawing board, added a publishing feature, and in October 2006 we released Family Atlas.

And then we began the longest and most difficult programming project in our company history.

Next: A total rewrite

Happy 30th Birthday, RootsMagic! Part 9: The Collector’s Item


RM-30th-Anniversary

NOTE: This is Part 9 of our ongoing series documenting the history of our company. If you’re just joining us, be sure to read Part 1, Part 2, Part 3, Part 4, Part 5, Part 6, Part 7, and Part 8.

When we finally released RootsMagic 1.0, the book I had written for it was still a month or so away from coming back from the printer.  I had wanted to have it ready at the same time as the program, but there was still some editing to do, and I hadn’t designed a cover for the book yet.  I finally took the artwork for my Family Origins cover to help with the layout and modified the graphics and text.

The books arrived from the printer the day before I left for the Southern California Genealogy Jamboree at the end of February 2003.  This was the last Jamboree held at the Pasadena Convention Center.  I just loaded the books and software into the car without even really taking a look at them.  The first day of Jamboree, a customer brought the book they just bought back and asked me to take a look at it.

2014-10-02 13.13.55

When I didn’t find any damage to the book, I asked what the problem was.  They pointed to the spine… “Getting the Most Out of Family Origins.”  My heart sank.  I knew we had 5000 books exactly like that sitting in my garage, and couldn’t possibly afford to reprint all of them.  The customer wasn’t upset, and even made a comment about it being a collector’s item.  I made sure to make a note of that comment.

I called my wife to tell her about the book spine, and she said she already knew about it.  She just didn’t tell me because she didn’t want me to be upset.  When I got online that evening, I saw a big discussion about the incorrectly printed book spine.  I mentioned that when we reprinted the book, we would be correcting it and that this book was now a collector’s item.  After saying that, sales of the book picked up drastically.  We even had customers say they never needed or bought the book for Family Origins, but they were buying this one specifically because of the incorrect spine.  I still have users come up to me at conferences and tell me they have a copy of that particular book.

As sales grew, we realized how few people actually knew our company’s name.  Family Origins was known as a Parsons Technology product.  Very few people ever noticed that it said FormalSoft owned and developed the program, and that it was licensed to Parsons.  When we would answer the phones with “Thank you for calling FormalSoft, how may I help you?”, We would be greeted almost every time with “Is this RootsMagic?”.  Finally, we made one of the hardest decisions a company ever has to make.  On March 1, 2004, we issued this press release:

FormalSoft, Inc. Changes Name to RootsMagic, Inc.

SPRINGVILLE, Utah, March 1, 2004 – FormalSoft, Inc. announced today that, effective immediately, the company is changing its name to RootsMagic, Inc. 

“The name change to RootsMagic, Inc. reflects our commitment to the RootsMagic product line and to the family history market” said Bruce Buzbee, founder and president of RootsMagic, Inc.

“In addition, the overwhelming success of our RootsMagic genealogy software in just its first year has overshadowed the company name recognition built during all the years we licensed Family Origins to other publishers.”

Coinciding with the name change is the switch to www.rootsmagic.com as the official company website.

I guess I really did say that quote above, but the reality is that nobody knew us as FormalSoft, and it was just going to keep getting worse.

RM2

To get RootsMagic released in a timely manner, we had to leave out one important feature… wall charts.  I had already been working on them but knew it would delay the release another 6-8 months if we tried to include them in version 1.  In May 2004, we released RootsMagic 2, and with it the new wall chart functionality.  Around this same time, we started selling software from other companies, programs like Passage Express, AniMap, GenSmarts, and a relatively new program called Personal Historian.  We would buy copies of each of the programs, and then resell them on our website along with our own RootsMagic software.  I got to know and become friends with the developers of each of these products.

In May 2005, the Southern California Genealogy Jamboree moved to its new location at the Marriott convention center in Burbank, California, and we were there to exhibit as usual.  Unfortunately for the Jamboree, the move took its toll on attendance that year, and most of our time was spent talking to the other vendors rather than with users or customers.  But what was a negative for the Jamboree led to the most important development in our company’s history.

With nothing better to do that talk with other vendors, I spent a lot of time visiting with Michael Booth, the developer of the Personal Historian software we had been reselling.  I really liked the appearance of his screens, especially compared to the bland screens and graphics in RootsMagic 2.  I found that Mike created most of his own graphics and toolbar buttons, so I asked him if he would be interested in designing new graphics and toolbar buttons for the RootsMagic 3 I was working on.  I offered to pay him, but he still claims to this day that he offered to do it because he was sick of looking at RootsMagic’s ugly screens.

While Mike made good on his offer to do some new graphics, this was only the beginning of the biggest (and best) decision I ever made for the company.

NEXT: New Partners & Products

Previous Articles

The Winner of our 30th Birthday Contest


Happy 30th Birthday, RootsMagic! Part 8: The Birth of RootsMagic


Happy 30th Birthday, RootsMagic! Part 7: Missed Opportunities and Murky Waters


Choose the Winner of our 30th Birthday Contest


Happy 30th Birthday, RootsMagic! Part 6: The Rise of Family Origins


Happy 30th Birthday, RootsMagic! Part 5: The Origin of Family Origins


Happy 30th Birthday, RootsMagic! Part 4: The Vegas Gamble