Tip: Get Research Help with RootsMagic and GenSmarts

GenSmarts Tip

Have you ever stared at your RootsMagic screen wondering where to look next (or maybe even where to start)? There are so many record types and websites to search that you aren’t even sure where to begin.  Or maybe you are a seasoned genealogist who just wants to make sure you don’t overlook anything.  Did you know there is a program called GenSmarts which can help you choose which records to search for any person in your file?

And best of all, we have the chance to offer a special discount on GenSmarts for a limited time.

Research Suggestions from GenSmarts

GenSmarts is a program that makes research recommendations for people in your RootsMagic file.  If you have GenSmarts installed, you can highlight any person in your file, then select Tools > GenSmarts Suggestions from the RootsMagic menu, and RootsMagic will display a list of research suggestions for that person.

GenSmartsSuggestions

So how does GenSmarts come up with these suggestions?  It creates a profile of your ancestor based on where and when they lived, and then matches that profile with its inventory of known records to make predictions about the record trail your ancestors may have left behind.  Each suggestion will include the logic behind the suggestion, and where that type of record can be found.  Keep in mind that these are suggestions… GenSmarts doesn’t know if your ancestor is in a particular record, just that it is the type of record your ancestor is likely to show up in.

If a record type is available online, you can just click the “Look online” button and GenSmarts will attempt to find your ancestor in those records.  GenSmarts knows which online sites have which records, so it knows whether to search FamilySearch, Ancestry, FindAGrave, or whatever other site has that particular record type.  If more than one site has the records, it will default to the free site.

What if a suggestion is only available from a pay site (like Ancestry), but you don’t have a subscription?  GenSmarts will take you to the “teaser page” of the site so you can get an idea whether a record exists for your ancestor.  You can then add the suggestion to the RootsMagic person’s to-do list, and later print out a list of all the suggestions you need to pursue for a particular website.  You can then take that list to the local library or Family History Center where you can do the actual search.  This little trick (as well as other GenSmarts features) is shown in the video below.

Note: GenSmarts is primarily focused on US, Canadian, and UK records, but there is a little support for records in some other countries.  If you have other questions about GenSmarts, here is a list of Frequently Asked Questions.

Special Discount on GenSmarts

The folks at GenSmarts have allowed us to offer a limited time discount on GenSmarts.

GenSmarts is available either as a download or on CD (not both).  The discounted price is $19.95 for the download, or $24.95 (plus s/h) for the CD.  You must use the link below in order to get this discounted price.

http://rootsmagic.com/store/gensmarts/special.aspx

This special offer is only available until June 15th, 2014. So get your copy of GenSmarts today!

Tip: Planning Cemetery Trips with RootsMagic

Cemetery

It’s Memorial Day weekend in the United States which means that many of you will be visiting gravesites of friends and family to honor and remember them. Did you know that RootsMagic can help you plan your visits and make sure that you don’t miss any ancestral resting spots?

Listing Everyone Buried in a Location

Would you like to have a list of everyone who was buried in a given location? The Individual List in RootsMagic does just what you need.  To create the report:

1. Choose Reports > Print a Report from the Main Menu.

Memorial Day 1

2. Select Individual List from the report types and click Create Report. The Report Settings screen will appear.

Memorial Day 2

3. In the People to print option, choose Selected people

4. In the People to include box, choose Select from list. The Select People screen will appear.

Memorial Day 3

 5. Click on the Mark group button, then choose Select people by data fields. The Search for information screen will appear.

Memorial Day 4

6. In the first row, set the options to Burial, place, contains, and the name of the location you wish to search.

7. Click OK three times until you return to the Report Settings screen.

8. Check/Uncheck any options from the Information to include section to you wish to show or hide.

9. Click Generate Report to see the list.

Memorial Day 5

Voila! You now have a list of all individuals in your file that are buried in a given location. You can also experiment with different options to include precisely the people and information you need for your trip.

And while you’re there, don’t forget to take pictures of the gravesites and record GPS coordinates to record in RootsMagic for later. But that’s the subject of another tip for another day.

Happy Memorial Day!

RootsMagic App for Android Now Available!

RootsMagic for Android

With more and more devices and operating systems becoming popular, we are always asked, “When will RootsMagic be available for _______?” We are working hard to make RootsMagic available on whatever device you use, wherever you go. RootsMagic is already available for Windows and iOS (iPhone, iPad, iPod touch) and even the Mac (with help). Today, we are pleased to add Android to that list!

So now all you Android-gadget-groupies can easily take and show off your family history with you wherever you go.  RootsMagic lets you carry your genealogy on your Android device!  It’s fast, easy, and free!

RM-Android-Mockup

The app provides many useful features including:

  • Access your actual RootsMagic files via iTunes or Dropbox – RootsMagic for iPhone, iPad, and iPod touch uses your actual RootsMagic files- no conversion needed. You can copy as many files as you want right on your device via iTunes or Dropbox. Users of other genealogy software such as PAF, Family Tree Maker, Legacy Family Tree, and others can convert their files into viewable RootsMagic files using our free desktop software.
  • Easily search and explore your family tree – Familiar Pedigree, Family, Descendant, and Individual Views help you quickly explore your family tree. You can also search for specific people by name or record number.
  • View pictures, notes, and sources – All of your RootsMagic data is available inside the app. Touch any name to see more information about that person as well as family members. All of a person’s information is there including notes, sources, and pictures.
  • Lists – Browse lists of your information and view more information about sources, to-do items, research logs, media, addresses, repositories, correspondences, and places.
  • Tools and Calculators – useful tools to assist you in your research including a perpetual calendar, date calculator, relationship calculator, and soundex calculator

The app is available right now on Google Play and the Amazon appstore. More information is available at www.rootsmagic.com/app.

Frequently Asked Questions
Will the Android app run on my Kindle

New Year’s Resolutions for 2014

2014 Resolutions

Happy New Year!  2013 was a busy year for us and we’ve hit the ground running in 2014.  Let’s look ahead at some of our goals and resolutions for the new year.

More Awards

We received some last-minute awards for 2013 after we did our Year in Review.

GenSoftReviews RootsMagic 2013

GenSoftReviews has presented RootsMagic with the “Top Rated Genealogy Software” award for the fifth year in a row.  These awards are based on reviews made by users and visitors to the site.  And while you’re there, be sure to rate RootsMagic for the 2014 awards!

Geneaward 2013Geneaward 2013 Yellow

RootsMagic also received the GeneAwards for “Best Genealogy Product of 2013”, “Best New Feature of 2013” for the RootsMagic Problem Alerts, and a mention for the “Best New Trend of 2013” with “single cross-platform file format”.  This is the 5th straight year that RootsMagic has won the GeneAward for “Best Genealogy Product”.

Help You Get the Most out of the Software

Help Button

We’re dedicated to making RootsMagic the easiest way to record and share your family history.  Our free online classesRootsMagic TV, and user groups help you learn how to most effectively use our software.  We offer online forums, mailing lists, a knowledge base, and free technical support to answer your questions and get you through rough spots.  In the coming year, look for more content and more ways to help you get the most out of our software.

New Updates and Features

Watch for regular updates to all of your software with improvements, fixes, and new features.  Updates can be found by clicking Help > Check for Updates on the main menu of most of our software.

RootsMagic Everywhere You Want It

RootsMagic 2014 PlatformsAndroid Coming Soon

One of the most common questions we hear is “When will I be able to run RootsMagic on my __________?”  We hear you loud and clear.  We know how important it is to have your information where and when you want it.  We’ve already expanded online and onto iOS devices with Android devices coming in the very near future.  We’re pushing out onto other platforms as well.  Be sure to watch this blog and our newsletter for official future announcements.

Thank You!

As you can see, we’ve got big plans for 2014 and beyond.  None of this would be possible without you and your support.  We try very hard to listen and respond to your problems, questions, and suggestions. If there is something that you’d like to see us do, please contact us and let us know.  May you have a successful 2014 (both genealogically and otherwise)!

2013 in Review

2013 Year in Review

It’s New Years Eve here in the RootsMagic underground labs which means that it is time for us to crawl out and spend some quality time with friends and family.  It also means that it is once again time to reflect on all that has happened this past year.  And don’t forget to check back on Wednesday as we present our resolutions for 2014.  But until then- let’s all gather in the TARDIS (don’t worry, its bigger on the inside) and travel back to January 2013.

Help Us Help You

RootsMagic Webinars

We know that one of the reasons our loyal users love RootsMagic so much is that no other genealogy software provides the level of support and training that we do.  Over the past three years, we have pioneered the use of “webinars“, or free online classes, to help you learn anything you wanted to know about our software.  Our webinars have been viewed and downloaded over a million times from users in nearly every country on the globe.  And best of all, all of our webinars are archived and still available, free of charge.

One of the most frequent requests for our online instruction was for smaller, briefer tutorial videos that focused on very specific tasks. With this in mind, we introduced our YouTube channel, RootsMagic TV.  These videos are usually only a few minutes long and quickly show you how to do particular task without the details and explanations that you’ll find in our regular webinars.  Best of all, because they are hosted on YouTube, they are easy to share with others via e-mail or social networks.

RootsMagic for PAF Users: A Quick-Start Guide

 

In June, FamilySearch announced the retirement of its Personal Ancestral File (PAF) genealogy software and recommended that PAF users upgrade to FamilySearch-partnered software like RootsMagic.  To make the transition as easy as possible for PAF users, we created a free 16-page, full-color booklet titled, “RootsMagic for PAF Users: A Quick Start Guide“.  We mailed out thousands of of these printed guides while thousands more downloaded the PDF version.

 Conferences, Sponsorships & Awards

2013AboutReadersChoiceAwards

In March, About.com Genealogy hosted the “2013 About Genealogy Readers’ Choice Awards”.  Readers nominated and voted for their favorite products and organizations.  We were honored to receive two awards for:

At the RootsTech conference in March, we once again gave away two iPads in the RootsMagic 2013 RootsTech Treasure Hunt.  Just as in 2012, it was a lot of fun and brought some well-deserved attention to bloggers in our genealogy community.

We attended conferences all over the United States from Southern California to Las Vegas to Indiana.  It’s also been our privilege to sponsor two great genealogy podcasts- The Genealogy Gems with Lisa Louise Cooke and The Genealogy Guys with George Morgan and Drew Smith.

Leading the Way

FamilySearch Family Tree

2013 saw several free updates to RootsMagic 6 that were firsts in the genealogy world.  In March, we became the first software certified to share data with FamilySearch Family Tree.  FamilySearch Family Tree is a new way to organize and record your genealogy online. It is free, is available to everyone, and provides an easy way to discover your place in history with free tools to help you preserve and share your family’s story for generations to come.

ProblemAlerts

In July, we introduced the world to “Problem Alerts“.  With Problem Alerts, RootsMagic will find any potential data entry errors (people born before their parents, etc.) in the background and display an alert next to the name of any person with a potential problem.  This alert will show on the pedigree, family, and descendant views.  This feature is a huge hit with our users and the genealogy community at-large.

More Devices, More Platforms

Android Coming Soon

 

Like you, we know how important it is to have your information where and when you want it.  One of our resolutions for this past year was to bring RootsMagic to even more platforms and devices.  We had already brought you RootsMagic for Windows Desktop, RootsMagic for iPhone, iPad, and iPod touch, and My RootsMagic online publishing.  In 2013, we released the beta version of RootsMagic for Android.  After much testing and feedback from our users, we are almost ready for the official release.  Watch this blog for an announcement in the very near future!

Happy Birthday to Us?

2013 was the year that RootsMagic had its ten-year anniversary.  We wish we could say “celebrated” its ten-year anniversary but, in all honestly, we didn’t realize it had been ten years until it was pointed out to us earlier today by Tamura Jones.  RootsMagic 1.0 was officially released on February 4, 2003.  Oh well, maybe we’ll do something for the 11th anniversary 🙂

Thank You!

We sincerely mean it when we say that none of this would have been possible without you and your support.  We are grateful for the wonderful support, enthusiasm, and encouragement that we receive from our community.  We are humbled by the knowledge, patience and wisdom which we so often see freely shared among RootsMagic users.  2013 has been an incredible year for us thanks to you!

RootsMagic Webinars are Now Indexed

RM-Webinar
One of the free training options we provide for RootsMagic is our free online classes (webinars).  Not only are all of our webinars free, but you can watch them anytime, day or night.  Just go to the RootsMagic Webinars page, select the one you want and start watching.

But one of the biggest issues is that many of the webinars are 60-90 minutes long, and sometimes you are only interested in one part of the webinar.  In the past you had to start up the webinar and scan through or watch the entire thing just to find the part you were interested in.

Those days are over.  We have just put up PDF indexes for all of the webinars.  You can now search the PDF indexes to find which point in which webinar you want.  Each index covers about 10 webinars, and lists the time (minute and second) where various topics occur within each webinar.  You can then start the webinar and jump to that time in the webinar to watch just the part you are interested in.

We have webinars for every user, whether you are a beginner just getting started, or a power user looking for more tips on RootsMagic tools.

To check out the indexes or list of webinars, just visit:

http://rootsmagic.com/webinars

 

Our Best Holiday Offer Ever


RM_ChristmasTree

With the holidays coming up, we often get requests from our users about buying copies of RootsMagic to give as gifts to their family or friends.  In what has become an annual tradition, RootsMagic owners can buy discounted copies of our software to give as gifts.

Ten Years of Holiday Specials!

It’s hard to believe this is our 10th year offering holiday pricing for gifts, and to celebrate we are going to do our best holiday offer ever!

During this special holiday sale, you can order gift copies of RootsMagic 6 *AND* the book “Getting the Most Out of RootsMagic” for just $20 (plus shipping).  That’s right, both the program and book together for $20.

Even better, you can order our other products for just $19.95 each, or you can order our 3 best sellers (RootsMagic, Personal Historian, Family Atlas, and the RootsMagic book) together for just $49.95.

There is no limit on the number of discounted gift copies you can buy during this limited time offer which will expire December 20, 2013. You will receive the full program and 360 page book for each copy you order.

To take advantage of this offer, just visit:

http://www.rootsmagic.com/holidayoffer

or order by phone at 1-800-ROOTSMAGIC (1-800-766-8762).  You’ll need to mention the code HOLIDAY2013 when you call.

Working with FamilySearch Family Tree

As the only software certified to add and share data with FamilySearch Family Tree, we have received a lot of questions about “what is FamilySearch Family Tree”, “who can access FamilySearch Family Tree”, etc.

FamilySearch Family Tree

What Do the Different Certifications Mean?

There seems to be a lot of confusion about what the different levels of FamilySearch certification mean.  When a program is designed to work with FamilySearch, it must receive “certification” in order to have permission to perform various functions.

There are 3 different levels of certification, as listed on this “Partner Products” page at FamilySearch:

  1. Tree Access Tree Access means that the program can only read data from the FamilySearch Family Tree.  Tree Access does not allow writing to the Family Tree.
  2. icon-TreeConnectGray Tree Connect means that the program can read data from the Family Tree, and can also read artifacts like media or sources.  Tree Connect does not allow writing to the Family Tree.
  3. Tree Share+ Tree Share+ means that the program can read and write data to the Family Tree.  For a program to be Tree Share+ certified, it must protect the integrity of the FamilySearch Family Tree by also implementing all the collaborative features (sources, change history, reasons, discussions).  This is important, because a program should not allow a user to make changes to the Family Tree without showing them the full consequences of the change.

RootsMagic is currently the only software with the Tree Share+ certification, so you can easily share your data back and forth with Family Tree (if you want).

Who Can Use FamilySearch Family Tree?

FamilySearch Family Tree is a free website, available to anyone who wants to set up a free account.  If you don’t already have a FamilySearch account, you can go here to sign up:

https://familysearch.org/register/

You can use FamilySearch Family Tree directly from their website, or you can use the Tree Share+ integration built into RootsMagic to view your own data side by side with the data available on FamilySearch.

If you use the FamilySearch integration built into RootsMagic, you don’t have to copy any data from RootsMagic to FamilySearch (or vice versa) unless you want to.  You can still look for matches without transferring your data back and forth.

Where Can I Learn More About Using RootsMagic with FamilySearch Family Tree?

We have created a number of short videos showing how to access FamilySearch Family Tree from inside RootsMagic.  To view these short videos, click here.

Sharing Sources Between RootsMagic and FamilySearch Family Tree

As the only TreeShare+ certified program, RootsMagic is the only software certified to share sources with FamilySearch Family Tree.  We’ve gotten a lot of questions about this great feature, so we’ve created a short (12 min) video that shows exactly how to do this.  But let’s start with a quick overview first.

Sharing Sources with FamilySearch

Once a RootsMagic person has been matched to a person on FamilySearch, you may wish to compare and exchange sources between RootsMagic and FamilySearch. The source tab will display the sources attached to the RootsMagic person on the left and the sources attached to the FamilySearch person on the right.  You can view more details about a particular source by clicking the blue information icon to the right of the source name.

FSSources
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Clicking the checkbox in front of a source will bring up a screen with one or more options available for the source. You can copy a source from RootsMagic to FamilySearch, or from FamilySearch into RootsMagic, and you can also detach, tag or untag a source on FamilySearch. Choose what you want to do with the source and then select the options for that comand. Some options (like copying a source from RootsMagic to FamilySearch) will also ask you to enter a reason why you are making that change.

CopyFSSource
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If your RootsMagic source has a WebTag, the URL for that WebTag will be included when you copy the source to FamilySearch. When moving a source from FamilySearch to RootsMagic, the URL (if any) will be added as a WebTag attached to the source when it is brought over.

A Short Video

And here is that short video I promised, which goes into more detail about how to share sources between RootsMagic and FamilySearch Family Tree.

Remember, to use RootsMagic with FamilySearch Family Tree, you’ll need to be using the latest version of RootsMagic 6 (6.3.0.2).  If you already own version 6, select Help > Check for Updates from the main menu.  If you are using an older version, you’ll need to upgrade to v6.

In our next blog article, we’ll show you another FamilySearch feature unique to RootsMagic, the Change History List with the ability to restore incorrect changes to Family Tree.

RootsMagic Introduces Problem Alerts

As I teach RootsMagic classes or webinars, I’m surprised how often somebody will say “I didn’t know that feature was in there”.  One such “unknown” feature is RootsMagic’s problem list.  The existing problem list (found at Tools > Problem Search > Problem List) scans everyone in your file to try and find any potential data entry errors (people born before their parents, etc) for everyone in your file.

Since the problem checking is such an important feature, we are introducing Problem Alerts in our latest update (version 6.3.0.0).  With Problem Alerts, you no longer have to manually run the problem list to see possible data entry issues.

RootsMagic will problem check in the background and display an alert next to the name of any person with a potential problem.  This alert will show on the pedigree, family, and descendant views.

ProblemAlerts
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Just click on the problem alert and RootsMagic will display a list of the potential problems for the person.

ProblemList
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You can highlight any of the potential problems and edit the person or family, mark the potential problem as “not a problem”, add the problem to your To-Do list so you can work on it later, or print the list of potential problems for the person.

You can enable or disable Problem Alerts from the Tools > File Options screen. You can also select which types of problems you want the Problem Alerts to look for.

Here is a short video showing how this cool new feature works.

Remember, to use Problem Alerts, you’ll need to be using the latest version of RootsMagic 6 (6.3.0.0).  If you already own version 6, select Help > Check for Updates from the main menu.  If you are using an older version, you’ll need to upgrade to v6.

In our secret underground labs, we’ve already found the Problem Alerts to be very useful in helping us clean and maintain our genealogy data. We’re confident it will be just as useful for you too.