What Have We Been Doing the Past Month?

Well, it has been exactly a month (an extremely busy month) since we officially released RootsMagic 4, so I thought it might be a good idea to let you know what we are up to.

Fixin’ Bugs

Of course our number one priority right now is fixing bugs which have been reported.  Please keep in mind that RootsMagic 4 is a complete rewrite and we are working full time squashing bugs as they are reported.  We are fixing the most major bugs first and will continue until we get them all.  Don’t worry if your pet bug isn’t fixed in the next update, it doesn’t mean we aren’t going to fix it.  Those of you who have been with us for a long time know how hard we work to make things right, and RootsMagic 4 is no exception.  We plan to release the next update in the next week or two, so please keep an eye out for that.  And now that things are starting to settle down just a little bit, we will try harder to keep you up to date with what we are up to here on the blog.

Answering Questions

As you might imagine, we are getting a lot of emails (questions, bug reports, etc.).  We are trying to answer them as quickly as possible.  If you have submitted a bug report through our support system (http://support.rootsmagic.com) or on our message boards, please be assured that we have seen it and will be working on it even if you don’t hear back from the programmers right away on it.  Bug reports are always forwarded to us programmers, but we are spending so many hours working to improve RootsMagic 4 that we often get behind (sometimes way behind) on our emails.

The Most Common Questions Support is Receiving

  1. Why can’t RootsMagic 4 find my version 3 database? – If you are running Vista and had your RM3 files in the RootsMagic program folder, then Vista is hiding those files from RootsMagic 4.  Here is a knowledge base article on this problem and how to get around it.
  2. Why can’t I log into New FamilySearch? – New FamilySearch is a brand new system that is being rolled out in phases, and isn’t available to everyone yet (including many LDS church members).  As it becomes more stable it will be opened up to everyone (whether LDS or not).
  3. When will the RootsMagic 4 book be available? – If I had to guess I would say in about 3 months (I should know better than to guess at a release date, but I just can’t help myself 😉 ).
  4. Why haven’t I gotten my CD yet? – CDs began shipping this week.  We had that on the main order page, but forgot to update the generic confirmation email to say that.
  5. Numerous feature requests – We have received a ton of feature requests, many new, and a few for features which were in version 3 but are missing from version 4.  While our main focus right now is fixing bugs, we will also be working on some of these feature requests as time permits, and they will be included in the free updates as well.

 Of course there are many, many other questions that we are receiving, and many of them are answered in our knowledge base at http://support.rootsmagic.com.

A Word of Thanks

And finally I would like to thank all our great users for their support.  This has been the busiest month in our company’s history, in sales, support requests, hours spent programming, everything.  We knew coming in that with a complete rewrite there would be some growing pains, but based on the reviews and comments RootsMagic 4 has been receiving we know that we are on the right track.

“Probably the best all-around genealogy program, RootsMagic offers a winning combination of features for both casual and serious genealogists.” – Family Tree Magazine, July 2009

RootsMagic Invites Public to Preview Family Tree Software

RootsMagic Invites Public to Preview Family Tree Software
Free Preview of Leading Genealogy Software Now Available to the Public
SPRINGVILLE, Utah. — March 4, 2009 — RootsMagic, Inc. today announced RootsMagic 4 public beta, the latest version of the award-winning genealogy software which makes researching, organizing, and sharing your family history easy and enjoyable. During the public beta period, all are invited to download and experience the software, free of charge.
Impressive New Features
“RootsMagic 4 is the biggest release in our 20-year history of making genealogy software,” said Bruce Buzbee, president.  “We’ve updated RootsMagic to work with the latest genealogical technologies available today, while staying true to our mission to make family history easy, accessible, and fun.”
RootsMagic 4 boasts an impressive list of new features including integrated web search, improved SourceWizard for citing sources, sharing events among multiple persons, creating pre-defined groups of persons, person and place mapping, recording DNA tests, and improved navigation and data entry. RootsMagic 4 is also one of the only desktop genealogy programs certified to work with “New FamilySearch”.
Freeing Your Data
“A common request that we hear from people is that they don’t want their data to be trapped in their computer,” said Michael Booth, vice-president of development. “One of the most popular features in RootsMagic 3 is our ‘Shareable CD’ which puts your data and pictures onto a CD or DVD along with a special copy of RootsMagic. You can then give the discs to family and friends and they don’t have to buy or install anything. It’s all there on the disc.”
 “We’ve taken that a step further in RootsMagic 4,” explains Booth. “One unique and exciting new feature is ‘RootsMagic To-Go’. It allows you to install RootsMagic onto a USB drive and transfer data between it and your computer. This gives you the freedom to take RootsMagic and your data wherever you go- to work, on vacation, to the library- anywhere.”
Free and Available Now
RootsMagic 4 beta is available now for free at http://www.rootsmagic.com/preview. “We’re so excited about this new release, we wanted to give everyone a risk-free option to try it for themselves,” said Buzbee.  Each person who wishes to participate will be given a registration key which will allow them to download and experience the software for the duration of the public beta period.
Users of other genealogy software products will find it easy to experiment with RootsMagic 4 using their own data. RootsMagic can directly import data from PAF, Family Tree Maker (through 2006), Family Origins, and Legacy Family Tree. It can also read and write data using the popular GEDCOM format.
The public beta also gives users the chance to give feedback and suggestions to improve the software. “Customer feedback is essential to us. All of the changes and improvements in RootsMagic 4 are in direct response to needs and desires expressed by our users,” said Booth. Buzbee added, “We’ve already received invaluable comments and suggestions from the early testers and we’re looking forward to hearing from the general public.”
About RootsMagic, Inc.
For over 20 years, RootsMagic, Inc. has been creating computer software with a special purpose- to unite families. One of our earliest products- the popular “Family Origins” software, introduced thousands of people to the joy and excitement of family history.
That tradition continues today with “RootsMagic”, our award-winning genealogy software which makes researching, organizing, and sharing your family history fun and easy. “Personal Historian” will help you easily write and preserve your life stories. “Family Reunion Organizer” takes the headaches out of planning those important get-togethers. And “Family Atlas” creates beautiful and educational geographic maps of your family history.
For more information, visit www.rootsmagic.com .

Source: RootsMagic, Inc.

 

RootsMagic 4 – Status Report

I realized I hadn’t blogged in awhile, so I decided to give a quick status report on where we are with RootsMagic 4.  As I mentioned previously I won’t be trying to predict the future, but we are definitely getting closer.

Right now we’re having fun with our “community preview” which 2000 of our users signed up for.  This has been a great experience (for us anyways).  We were able to track down some performance issues we were unaware of when users started throwing databases with up to 2 million names at it.  We’ve gotten those addressed and are busy squishing bugs as we get ready for a public beta release, hopefully within the next 2 weeks.

The community preview has been very encouraging because of all the positive response and feedback we’ve received.  And the issues people have uncovered have been fixable (although some of those performance issues gave us some serious heartburn).

So keep an eye on the blog (or better yet tell your reader to keep an eye on it) for the announcement of the public beta.

RootsMagic 4 Unwrapped – “The Book”

One of our users (thanks Herb) wanted to share the information about RootsMagic 4 with his genealogy society, so he compiled all my “unwrapped” blog articles into an easy to follow PDF file.  It covers the sneak previews of RootsMagic 4 from beginning to end making it much easier to follow than tracking backwards through the blog.

If you want a copy of this PDF file to share with others, click here to download a copy.  It’s about a 6MB file (because of all the screenshots).  If the file just opens in your browser, you can just click the save option in the browser’s PDF viewer to save the file.  Or you can right click on the “click here” link above and choose the option to save the target and then save the file.

Oh, and if you were expecting this to be about “Getting the Most Out of RootsMagic” based on the title of this article… there *will* be an updated version of that book, although it probably will ship a month or two after the release of the actual program (there just aren’t enough hours in the day for me to do both the software and book simultaneously).

RootsMagic 4 Unwrapped – RootsMagic To Go

Well, we’ve reached the end of this long journey… the final sneak preview.  As we all know, I have mentioned several release dates which have come and gone.  I admit that I underestimated the amount of time needed for a release of this magnitude.  It’s easy to predict a release date if you are just modifying existing code… but writing everything from scratch to use the latest technologies is a different story.  So I’m not going to predict release dates anymore, but I will discuss some product release information at the end of this post.

And now for the final sneak preview…

One of the most common comments we’ve seen (after “When is this going to be released?”) has to do with the size and speed of the new version.  We’ve all seen (and probably bought) programs that claimed to be the next great thing, only to find that it was bloated and slow because it was based on a framework like .NET, or based on some huge database engine that had to be installed on the computer before the program could run.  (Note to .NET programmers… we know there is a place for .NET and large database engines… it just isn’t in genealogy software.)

Well, we don’t roll that way here at RootsMagic.  RM4 is a native Windows program (no .NET bloat), and uses an embedded database engine (no huge database engine required to be installed on your computer).

So what does this programming jargon mean to you?  It means we are able to add one extra feature that other bloated programs will never be able to copy… RootsMagic-To-Go.

RootsMagic To Go

That’s right.  Not only can you have your data on a flash drive, but you can run the full RootsMagic program and your data directly from the flash drive.

Are you going to a library that doesn’t have RootsMagic on their computers?  Don’t worry.  Just use RootsMagic-To-Go to install RM4 and your data on your flash drive, and take it with you.  When you get to the library just plug your flash drive into the computer and get to work.  When you get home just move the data right back onto your computer.

So what comes next?

Next week we will release a community preview to those RootsMagic users who have signed up.  This will let us get RM4 into the hands of thousands of RM users who can help us track down any of those issues that pop up in a completely rewritten program.

After the community preview we will release a public beta to anyone (RM user or not) who is interested in taking a look at RootsMagic 4 before the official release.

As soon as RootsMagic 4 is stable we will begin taking orders and release it as a download, followed a few weeks later by the CD version (it takes a few weeks to get CDs duplicated and packaged).  When we begin taking orders you will be able to pre-order the CD and get the download early if you want to do that as well.

So that’s the schedule.  Keep checking the blog as we announce these various steps towards the release of the most exciting product in our company’s history.

RootsMagic Blog – Best Commercial Genealogy Blog

GeneaBlog Award

“This year, Bruce Buzbee decided to start blogging about RootsMagic, to reveal the new features of the next major version one post at a time, and surely knows how to build anticipation, excitement and impatience for the RootsMagic 4 release.”

That’s what Tamura Jones had to say when he awarded the RootsMagic Blog the “Best Commercial Genealogy Blog” award for 2008.

He also handed out his annual GeneAwards for 2008.  Unfortunately since RM4 isn’t out yet we couldn’t qualify for the best genealogy product of 2008 (it went to Google Earth).

Check out his site if you want to see thorough reviews and commentary on genealogy products.  He is often brutally honest, but usually is spot on with his assessments.  You can tell he actually works with the products and isn’t just regurgitating a company’s press release.  If something is slow or doesn’t work, he is sure to let you know about it.  On the other hand, if something works well, he will tell you that also.

RootsMagic 4 Unwrapped – More on source templates

We got a couple of interesting questions the other day after I wrote about RootsMagic 4’s customizeable source templates.  The first two questions can be answered with this screen, which is the list of source templates available in RootsMagic 4.

Source Template List

1. Will we be able to take a pre-made template and add or take away fields to make a custom template?

YES.  There is a Copy button (2) which will make an exact copy of the highlighted source template.  You can then go into that new template and modify it to your liking.

2. You mentioned that someone could help create a template, does that mean we will be able to somehow send a template to another user?

YES.  There are Export and Import buttons (1).  The Export button will save the highlighted source template to a file which can be imported into another database using the Import button.

3. Will there be the ability to create a field for a web link, so we can link directly to an online source document from within our source citation?

Not initially in 4.0, but this is an item on our todo list.

4. Will there be the ability to link to a source document in a folder on our computer from the source citation?

YES.  This is actually already available in version 3 (and will still be available in v4).  Every source and/or citation has its own media album where you can add pictures, sound or video clips, or links to any other file on your computer.

RootsMagic 4 Unwrapped – Sources… Have them your way

Sorry… got carried away fixing bugs again.

In our last episode I promised that there was a little more I wanted to mention about the new SourceWizard in RootsMagic 4.  We told you that the new SourceWizard supported Evidence!, Evidence Explained, Cite Your Sources, and the Evidence QuickSheet.  Several readers were concerned about whether our source templates would be slanted towards US sources, or UK sources, or Canadian sources, or whatever.

So what way do RootsMagic 4 source templates slant?  Any way you want them to.  That’s right, in addition to the built-in templates you can now create your own custom source templates.

Source Template Editor

Now don’t let that screen scare you.  To create a source template you just add the fields you want RootsMagic to ask for, then tell RootsMagic how to put those fields together to make the footnote, short footnote, and bibliography.  Yes, the template language is very powerful, but it isn’t overly complicated.

And don’t worry if you aren’t the type of person who would normally venture into creating a custom template.  I suspect there are some RootsMagic users who would be happy to help you create a template just the way you want.

RootsMagic 4 Unwrapped – Supercharged SourceWizard

Sources are awesome.  They are the lifeblood of the genealogist, and sometimes a frustration we would just as soon skip.  But we all know how important they are.  Documenting our family history is the greatest genealogical gift we can give our family.  Sure we can pass down a bunch of names, dates and places, but if we don’t say where we got that information they will just have to verify it all over again.

RootsMagic has always made it easy to enter your sources with its groundbreaking SourceWizard released back in 2003, which let you select a source type and then fill in the blanks.  The SourceWizard then wrote the properly formatted source for you.

And now the SourceWizard is better than ever.

Now some things work much the same as they did in version 3.  When you bring up the list of sources for a person, fact, or family, you can still add a new source, use (cite) an existing source, memorize / paste citations, etc.

But when you choose to add a new source, that’s when things start getting fun.  You are no longer limited to the 25 or so source types offered in version 3.  You can now select source types from Evidence!, Evidence Explained, Cite Your Sources (Lackey), or the Evidence QuickSheet.  Or you can just use a default “free-form” template to enter the footnote, short footnote,  and bibliography directly.  Now that’s a lot of source types, so of course we needed to make it easy to find the one you are looking for.

Of course you *could* just scroll down through the list of sources, but we have added a search / filter where you can type in words relating to the type of source you have.  For example, type the word “birth” and RootsMagic will display a list of source types with “birth” in their name or description.  Or type multiple words and RootsMagic will show you the entries with all those words in it.  RootsMagic 4 even gives you details about each source type and tells you where that format is from.

If you are like me, you tend to work with just a few different source types at any one time.  So we’ve added a favorites list where you can put those commonly used source types.  Just highlight any source type in the list, click the star button on the toolbar, and it is now a favorite.  You can easily spot your favorites (they have a star next to them in the list), or you can click the Favorites button and instantly select from there.  RootsMagic also keeps track of the source types you use, and adds them to a recently used source type list as well.

Once you select the type of source you want to enter, RootsMagic 4 will open the new “Edit Source” screen.  The first thing many of you probably noticed is that the master source and source (citation) details are together at last.  No more switching back and forth to edit the different parts of a source citation.  And yes, sources are still reusable… when you cite an existing source you will get this same screen with the source (citation) details ready to fill out.

Just begin filling in the blanks and RootsMagic will write the properly formatted source citation for you.  As always, the SourceWizard provides hints as to what it is asking for in each field.

And of course you can still enter the actual text, comments, and media for both the master source and source (citation) details.  Just click the “More” button next to the master source or the details.

Now of course this only barely touches the power of the new SourceWizard.  Most people can just select a source type, fill in the blanks, and go.  Others can use more advanced features like entering both a long and short version of the data in a field to be used in the citations.  And there is another new feature of the SourceWizard that I’m going to write about in my next blog entry.  Not because I’m trying to tease you, but because I need to get back to fixing bugs to get RM4 ready to go 😉