Importing Genealogy Data into Personal Historian 2

So where do you start when trying to come up with stories for a personal history?  If you have been entering data into a genealogy program you can use that information to get you started.

Personal Historian will import the events from any group of people you select, including any pictures or sources (remember, bold items are new in version 2).  You can import from RootsMagic, Family Tree Maker (16 and earlier), PAF, Legacy, or GEDCOM.

You can choose who the personal history will be about, as well as any other family members you want to include.  You can even select which events you want Personal Historian to import.  So you could just choose basic events like birth, marriage and death, or you could choose to include all events like occupations, residences, and more.  Personal Historian will display the imported events on the main screen Story List (click the image to see it in full resolution).

If you have any notes, sources, or pictures attached to events, Personal Historian will import those as well.

You don’t have to write a story for every event that Personal Historian imports, but you can use them as placeholders to write about later, or to just use for context in the person’s life.  If you really don’t want the event just highlight and delete it from the main Story List.  You also don’t have to stick with the computer generated story titles.  You can easily change “Kathleen Peggy Hobbs (Wife) was born” to “Ronald’s Future Sweetheart Arrives”.

Finally, what happens if you add more information to your genealogy software?  Well, just re-import the file into Personal Historian.  In the past that would have been a very bad idea because you would have ended up with duplicate events / stories.  But in version 2, Personal Historian will check as it is importing to make sure it doesn’t import duplicate events.

So once you have imported your genealogy information into Personal Historian, its time to add some context.  Next time we’ll talk about LifeCapsules, an easy way to add historical timelines or memory joggers to your personal history.

Writing Stories in Personal Historian 2

As I mentioned last time, putting together a personal history is as simple as writing some stories.  You don’t have to write your stories in any particular order… Personal Historian will arrange them for you as you create them.  So if you remember something that happened in the 4th grade, just click “Add Story” and write about it.  Personal Historian will bring up a screen like this to write your story (you can click on the image to see it larger).

The story writer has three sections: 1) information about the story such as the title, date, etc, 2) a story editor to write your story and 3) an organizer to help put your thoughts together.  As before, features new to version 2 will be bolded.

Story Information

When you write a story you can also include a title, the date (or date range) of the story, and the status of the story (are you still working on it, finished, or have you not even started yet).  These additional items are shown in the story list on the main screen and help you organize your stories.

But the real power of this additional information is the ability to categorize stories, and to tag a story with the people and places mentioned in the story.  This information can also be included in the main story list, but its main purpose is to help with selecting stories.  Imagine being able to say “Show me all the stories that occurred within 50 miles of Ames, Iowa“, or “Print just the stories that refer to one of these 5 people”.  And new in version 2 is the ability to assign a story to more than one category.

Word Processor

A big chunk of the feature requests for Personal Historian have to do with the story editor, so we spent a lot of time working on that.  The number one feature request was to allow text to wrap around pictures, and as you can see above, that wish has been granted.  Also new in version 2 is the ability to use multiple fonts in your stories.  But we didn’t stop there.  You can now create “styles” (which include font, attribute, and paragraph settings), and apply those styles to paragraphs in your stories.  If you change the settings for a style, that change will affect all paragraphs using that style.

If you have wanted more room to edit your stories, you can now click a button to toggle in and out of full screen mode.  And if you are the kind of person who likes to document your stories, Personal Historian now supports footnotes.

There are also a number of tools to help you write better, but we’ll talk about them in an upcoming article.

Organizer

Remember back when you had to write a paper in school?  Your teacher probably told you that you could write better if you first created an outline of your story.  Did we listen to that advice (probably only if our grade depended on it).  But those teachers were right, and Personal Historian provides an organizer that makes it easy to create an outline.  Just begin typing ideas into the organizer, but don’t worry about what order those ideas are in.  Just brainstorm and type everything you can think of that you might want to include in the story.  The organizer then lets you easily drag and drop all those ideas into an outline.  That outline is always available and is saved along with your story.

Coming Up

So are you worried about trying to come up with ideas for your stories?  In our next article I’ll tell you how to import story ideas from your genealogy software, and from there we’ll see how to use LifeCapsules for even more ideas (including a bunch of all new LifeCapsules in version 2).

Getting Started with Personal Historian 2

Time to start those sneak previews of Personal Historian 2 that we promised last week.  Rather than just list what’s new in PH2, I’m going to talk about Personal Historian features but I’ll bold the items that are new to version 2.

As I mentioned last time, Personal Historian lets you write stories about your own life or the life of your family members.  We have a lot of folks who order Personal Historian for their parents to get them to finally write down all those stories they like to tell (and that we like to hear).

But instead of just cramming all those stories into a big word processor file, Personal Historian displays a timeline of those stories (you can click on the image below to see the full resolution).  Just click “Add Story” and you can write a new story, complete with text, images, title, date, and much more.  You can assign each story to categories (PH2 now lets you assign more than one category to each story).  You can also tag each story with the people or places you have mentioned in the story.

You can choose which columns you want Personal Historian to display for each story, including the title, date, status, category, or age at which the story occurred.  New in PH2 is the info bar at the bottom of the page which will show you all the information about the currently highlighted story, so you don’t have to try and cram every column on the screen.

Personal Historian will automatically sort your stories as you add them, so it is easy to find any story you have already written.  You can change the order the stories are sorted just by clicking the header of the column you want to sort by.  When you want to work on a story, just double click the title of the story to open the story editor.

But Personal Historian is more than just a list of your stories.  It lets you filter stories any way you can imagine.  This means you can write all the stories of a person’s life, but then tell Personal Historian to only display certain stories as you work on them.  You can filter by date, age, title, categories, and even the people or places mentioned in the stories.

There are even shortcuts for some of the filters.  If you want to filter by the story status or categories, Personal Historian now displays a list on the left side of the main screen that you can just check or uncheck.  If you want to only display stories during a certain date range you can do that by dragging the left and right brackets on the timeline at the top of the screen.

One of the best new features in PH2 is the full text search.  In the upper right corner of the main screen is a field called Search.  Just type any text into that field and Personal Historian will filter your story list to include only those stories which include that text.  Personal Historian will even display the context that the search text is used in each of those stories.  But don’t let the simplicity of the full text search fool you.  You can display stories that don’t contain certain text, that contain some text but not others, or any other combination.

In upcoming articles we will touch on how to add historical and other timeline items (including the new LifeCapsules provided by PH2), the all new story editor, the enhanced import capabilities, and the new publisher.

Personal Historian 2 Sneak Preview

It’s no big secret that we are finally about to release Personal Historian 2.  We know it has been a long time coming.  Those of you who have been with us for a long time (back to the old Family Origins days) know that in the past we were able to get major upgrades of our programs out a lot quicker than we have recently.  I know we could make a lot of excuses as to why this is, but I hate excuses from companies I buy software from, and I know you feel the same.  So I’ll just say we have made some changes in priorities around here that will help us get all the really cool new stuff out to you faster.

We are currently beta testing Personal Historian 2, so for the next couple of weeks on the blog we will be offering a sneak peek at the new features which are coming.

But first, I know a lot of you may not be familiar with Personal Historian, so let me tell you a little bit about it.  Personal Historian helps you write… you guessed it… personal histories.  It could be your own life story, or the life story of one or both of your parents, or the life story of one of your ancestors.  Everyone has a story that needs to be told… in fact… a lot of stories.  And that is where Personal Historian comes in.  Instead of trying to type all those stories into a big word processor file, Personal Historian lets you add stories, and builds a timeline of those stories, like this:

You can choose which columns you want Personal Historian to display for each story, including the title, date, status, category, or age at which the story occurred.  Personal Historian will automatically sort your stories as you add them, so it is easy to find any story you have already written.  You can then just double-click any story in the list to edit it in a full featured word processor window.

But Personal Historian is more than just a list of stories.  It lets you filter stories any way you can imagine, add historical and other timeline items, provides memory joggers and story organizing tools, and lets you publish all those stories (or any group of those stories) into a complete personal history.

So stay tuned the next couple of weeks as we show you all the cool new features in Personal Historian 2, the easiest way to write a personal history.

Free RootsMagic Webinars for August

We took the month of July off with our Webinars, and we know you missed them (you told us).  But we’re back and ready to go.  Here are 3 new classes scheduled for August.  Each class will be limited to the first 1000 people to sign up, but if you miss out or can’t make it, don’t worry because we will record the class for you to download and watch later.

To sign up for the free classes, or to view past recorded classes, visit us at:

http://www.rootsmagic.com/webinars

Here are upcoming classes for August:

  • Research Tools in RootsMagic
    The genealogy bug has bit you and you want to do more than just record what you already know.  RootsMagic is there to help with a large assortment of research tools which help you set goals, make to-do lists, track your progress, and even suggest places to look.  Join us for a look on how to extend your family tree further than ever before.
    Tuesday, August 16, 2011
    6pm MST See In Your Time Zone
    60 minutes
  • Getting Help Using RootsMagic
    Everybody needs a little help from time to time.  Nobody understands this better than RootsMagic so we’re pleased to offer many different methods of getting help for our software products- all free.  Join us for a look at the many ways we provide answers to your questions.
    Wednesday, Auguse 24, 2011
    6pm MST See In Your Time Zone
    60 minutes
  • Running RootsMagic on Your Mac
    You’re a Mac. RootsMagic is a PC. Or is it? Join us for a look at how thousands of Mac users are still using RootsMagic software on their computers- some WITHOUT even using Microsoft Windows at all.
    Monday, August 29, 2011
    4pm MST See In Your Time Zone
    60 minutes

And don’t forget that all the previous webinars were recorded, so you can download or watch them online for free.

Or if you don’t want to access them online, the webinars are now available for purchase on CD.  We have packed 10 webinars on each CD, and priced each CD at $9.95.  Click here for more information or to order the webinar CDs.

RootsMagic 4 Update Released (4.1.2.0)

Note: This post has been updated to include updates in version 4.1.2.1.

This minor update mainly fixes issues with RootsMagic freezing when trying to access New FamilySearch.  We would like to thank everyone for their patience the last couple of months as we worked to figure out what has changed with New FamilySearch to cause the frequent freezing and error messages some users were experiencing when accessing NFS through RootsMagic.  We discovered a number of behavior changes in the NFS API (such as API calls not being responded to in certain situations) which could cause RootsMagic to have to wait for NFS to return before it could continue (sometimes for 5-10 minutes or more).

If you have the RootsMagic News screen come up when you start RootsMagic, it may have already notified you of this update.  If not, you can do “Help > Check for Updates” from the RootsMagic menu to download and install this update.

You can also download the update from http://www.rootsmagic.com/updates/rootsmagic

Changes in 4.1.2.1

  • When doing Add > Parents, RootsMagic now adds the newly added parents to the side list
  • The place list is now updated when deleting an unused place from the unused place list
  • FamilySearch.org search works in WebSearch again
  • NFS passwords can have + and & characters now
  • NFS import would sometimes not import descendants correctly
  • Seal to spouse would sometimes print wrong when “Print basic events even if blank” is selected
  • Removed “Use secondary access method” option

More Free RootsMagic Classes

It seems like the more free RootsMagic classes we do, the more requests we get for additional topics.  Here are 4 new classes scheduled for the next couple of months.  Each class will be limited to the first 1000 people to sign up, but if you miss out or can’t make it, don’t worry because we will record the class for you to download and watch later.

To sign up for the free classes, or to view past recorded classes, visit us at:

http://www.rootsmagic.com/webinars

Here are upcoming classes for May and June:

  • Creating a Website in RootsMagic
    Putting your data on your own website is a great way to share your research with family members and to make connections with unknown cousins and distant relatives.  Join us for a look at how to build your family website with RootsMagic and different options for sharing it online.
    Thursday, May 19, 2011
    5pm MST See In Your Time Zone
    90 minutes
  • Google Search Tips and Tricks with Lisa Louise Cooke
    Google Earth is a 360 degree, 3-dimensional way to view your ancestors world! In this webinar you will learn from Lisa Louise Cooke how to unlock mysteries in your research – from unidentified photographs, to how a location looked a hundred years ago or more. You’ll also see the potential this free program has for helping you tell your family history stories in a compelling visual way that will fascinate your family.
    Tuesday, May 24, 2011
    6pm MST See In Your Time Zone
    90 minutes
  • Search Techniques in RootsMagic
    You can find a person by name in RootsMagic, but do you know how to find all females born in England between 1780 and 1820 who never married?  Join us for a look at RootsMagic’s powerful searching capabilities that help you find what you’re looking for both in your own file and online.
    Wednesday, June 1, 2011
    2pm MST See In Your Time Zone
    90 minutes
  • Pictures and Media in RootsMagic
    They say a picture’s worth a thousand words but pictures of your family history are priceless!  Join us for a look at how to scan and add pictures into RootsMagic of people, places, and sources to really bring your family tree to life!
    Tuesday, June 21, 2011
    5pm MST See In Your Time Zone
    90 minutes

Here are the free archived webinars already available for you to view or download:

  • Getting Started with RootsMagic
  • Publishing a Family History with RootsMagic
  • FamilySearch Made Easy with RootsMagic
  • RootsMagic To-Go: Running RootsMagic on a Flash Drive
  • Sources, Citations, and Documentation with RootsMagic
  • Working with Files and Folders in RootsMagic
  • Cleaning Your Family Tree in RootsMagic
  • Personal Historian: Bringing Life to Your Life Stories
  • Creating Custom Reports with RootsMagic
  • Map and Explore Your Family Tree with Family Atlas
  • Adding and Editing Information in RootsMagic
  • Lists and Reports in RootsMagic
  • Writing Your Personal History (and Living to Tell About it)
  • Places and Mapping in RootsMagic
  • Ask the RootsMagician
  • Google Search Tips and Tricks with Lisa Louise Cooke
  • Creating and Printing Wallcharts with RootsMagic

Free RootsMagic Classes for April

And the free RootsMagic classes don’t stop.  Here are 4 new classes scheduled for the next month.  Each class will be limited to the first 1000 people to sign up, but if you miss out or can’t make it, don’t worry because we will record the class for you to download and watch later.

To sign up for the free classes, or to view past recorded classes, visit us at:

http://www.rootsmagic.com/webinars

Here are the upcoming classes for April:

  • Places and Mapping in RootsMagic
    Wherever you go, there you are!  Places and geography are an integral part of our lives and the lives of our ancestors.  Join us for a look at the many tools in RootsMagic which help you accurately record the places in your family history, clean and standardize names, and even view them on a map!
    Wednesday, April 13, 2011
    2pm MST See In Your Time Zone
    90 minutes
  • Ask the RootsMagician!
    This is your chance to ask your questions and get the answers straight from the source!  Bruce Buzbee, the author of RootsMagic will be answering your questions about the software in this special, open-topic webinar.
    Tuesday, April 19, 2011
    5pm MST See In Your Time Zone
    90 minutes
  • Google Search Tips and Tricks
    Frustrated by thousands of irrelevant search results in your recent Google searches for your family history? Do you want to achieve better results in a shorter amount of time?  Learn the art of online search with Google expert and genealogy podcaster Lisa Louise Cooke, author of the new book The Genealogist’s Google Toolbox. In this webinar you will expand your Google search repertoire and learn techniques, tricks and tips to achieve better genealogical search results.
    Thursday, April 28, 2011
    6pm MST See In Your Time Zone
    90 minutes
  • Creating and Printing Wallcharts with RootsMagic
    Ever wish your family tree wasn’t confined to a computer screen or a small sheet of paper?  Wallcharts let you see the “big picture” of your family history!  Join us for a look at RootsMagic’s wallcharts and how to customize them.  Also joining us will be Janet Hovorka of Generation Maps to show us how to easily and affordably print our charts and some special services which they provide.
    Tuesday, May 3, 2011
    5pm MST See In Your Time Zone
    90 minutes

Here are the recorded webinars already available for you to view or download:

  • Getting Started with RootsMagic
  • Publishing a Family History with RootsMagic
  • FamilySearch Made Easy with RootsMagic
  • RootsMagic To-Go: Running RootsMagic on a Flash Drive
  • Sources, Citations, and Documentation with RootsMagic
  • Working with Files and Folders in RootsMagic
  • Cleaning Your Family Tree in RootsMagic
  • Personal Historian: Bringing Life to Your Life Stories
  • Creating Custom Reports with RootsMagic
  • Map and Explore Your Family Tree with Family Atlas
  • Adding and Editing Information in RootsMagic
  • Lists and Reports in RootsMagic
  • Writing Your Personal History (and Living to Tell About it)

Free Online Classes for March

Thanks again for all the kind words about our free online classes.  And we’re just getting started.  Here are 5 new classes scheduled for March.  Each class will be limited to the first 1000 people to sign up, but if you miss out or can’t make it, don’t worry because we will record the class for you to download and watch later.

To sign up for the free classes, or to view past recorded classes, visit us at:

http://www.rootsmagic.com/webinars

Here are the upcoming classes for March:

  • Creating Custom Reports with RootsMagic
    RootsMagic has over 100 built-in charts and reports to help you visualize and share your family history.  But sometimes you may be looking for a very specific report or list customized to your taste and needs.  That’s where RootsMagic’s Custom Reports feature comes is.  Join us for a demonstration of how to use this feature to make new reports that are all your own.
    Wednesday, March 2, 2011
    5pm MST See In Your Time Zone
    90 minutes
  • Map and Explore Your Family Tree with Family Atlas
    Family Atlas is the fun and easy way to map your family history. Trace your ancestors migration around the world and pinpoint the sites of important family events. Import your family data directly from your genealogy software, then create and print personalized family maps.  Join us for a demonstration of this impressive software.
    Tuesday, March 8, 2011
    1pm MST See In Your Time Zone
    90 minutes
  • Adding and Editing Information in RootsMagic
    RootsMagic makes it easy to add and edit people, relationships, facts, and events to your file.  Join us for an in-depth look at how to build and shape your family tree using RootsMagic.
    Wednesday, March 16, 2011
    11am MST See In Your Time Zone
    90 minutes
  • Lists and Reports in RootsMagic
    There’s so much more than just pedigree charts!  RootsMagic offers a wide-variety of lists and reports to help you visualize and share your family history.  Join us for a look at each of them how they can show you surprising details about your family tree.
    Thursday, March 24, 2011
    5pm MST See In Your Time Zone
    90 minutes
  • Writing Your Personal History (and Living to Tell About it)
    So you’ve wanted to write a personal history but get overwhelmed with the size and complexity of the task.  Where do I start?  What do I write?  How do I make it interesting for others to read?  Join us for an entertaining look at methods to recall, organize, write, and publish personal histories about yourself and other individuals.
    Wednesday, March 30, 2011
    2pm MST See In Your Time Zone
    90 minutes

RootsMagic 4 Update Released (4.0.9.9)

This update adds several requested features and fixes a number of issues.  If you have the RootsMagic News screen come up when you start RootsMagic, it may have already notified you of this update.  If not, you can do “Help > Check for Updates” from the RootsMagic menu to download and install this update.  Note: We updated the list below to include a few issues we fixed in the 4.0.9.9 update.

You can also download the update from http://www.rootsmagic.com/updates/rootsmagic.

Here are the new, fixed, and updated items in this update:

  • Fixed problem with crashing under Windows 2000
  • Place details display for birth/death in info view at top of main screens
  • The rearrange children list now displays/sorts by christen date if no birth date exists
  • Added Last edited date as optional column in customizing People View
  • Added the newly updated FamilySearch (as of 14 Dec 2010) website to WebSearch
  • Searching by age at marriage/family events works correctly now
  • Fixed several problems with Family Origins importing
  • Added some minor enhancements to duplicate search
  • Fixed problem with footnotes sometimes printing wrong on Research Notes report
  • Private notes in PAF import are now privatized up to the next blank line
  • Fixed FTM import of citations with no master source and no footnote text
  • Fixed FTM import when multiple birth facts exist
  • Source (and detail) text and comment editors honor the font size selected for note editing
  • Minor fixes in website creation
  • Can now filter the NFS list based on named groups or ancestors of a person
  • NFS can remember users login and password, and can automatically login to NFS
  • Added numerous minor enhancements to NFS functions
  • Fixed a bug which crept into 4.0.9.8 which kept RM from saving an event in the edit screen unless you clicked the “Save” button.  Version 4.0.9.9 once again saves event data as soon as you move on like it used to.  (4.0.9.9)
  • Fixed bugs in several of the lists (4.0.9.9)
  • Fixed an incremental search issue (4.0.9.9)
  • Fixed an occasional bug when printing Family Ordinance Requests (FOR) (4.0.9.9)