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The topics in this section provide some basic information about Rootsmagic, what it is for, and what you can do with it.

 

How to get started

Download and install RootsMagic 9

Review the section The RootsMagic Interface to familiarize yourself with the program.

If you are importing data from other programs (like RootsMagic 1-7, GEDCOM, PAF, Legacy, FTM, TMG, or Family Origins) see the topic Importing Files.

See Setting up RootsMagic Your Way for setting database and program options

 

When you exit RootsMagic, you are prompted to backup the current database or all open databases. However, if you close a database from within RootsMagic, the program does not automatically backup the database before closing it. Therefore, before you close a database from within RootsMagic, you must initiate the backup yourself by selecting "File, Backup" from the main menu, if you want to create a backup (and you should.)

 

The Basics – Working with databases

Creating a new database

Opening a database

Renaming a database

Deleting a database

Copying a database

Database Tools

Backing up a database

Copying people between databases

 

The Display – What everything on the screen is for

Main screen

Home Page

File Page

People Page

Places Page

Sources Page

Media Page

Tasks Page

Addresses Page

Publish Page

Tools Page

Settings Page

 

People – Adding, editing, and manipulating them

Adding people to your database

Editing people

Deleting people

Unlinking people

Arranging the order of spouses

Arranging the order of children

Swapping spouses

 

Searching – How to find people and other information

RootsMagic Explorer

Family list

Find Everywhere

Bookmarks

History

WebSearch

 

Sources – Documenting your information

Sources

Source list

Creating Source templates

 

Pictures – Working with multimedia

Media

Editing Media

 

Printing – Creating reports, lists, and charts

Pedigree chart

Family group sheet

Narrative reports

Box chart reports

Individual summary

Lists

Wall charts

Relationship chart

Calendar

Address Labels

 

Lists

Address list

Ahnentafel

Association List (Individual)

Association List (Relationship)

Birthday and Anniversary list

Descendant list

Duplicate list

Fact type list

Individual list

Kinship list

LDS list

Marriage list

Multimedia list

Place list

Repository list

Source list

Task list

Timeline list

 

Sharing data – Transferring data between different programs

Importing files from other programs

Importing a GEDCOM file

Creating a GEDCOM file

 

Tools

Tools List

Find problems in your data

Date calculator

Relationship calculator

Soundex calculator

Search and replace

Count trees in database

DataClean

 

Research Tools

Task List

Research Logs

Research Notes Report

Tagging people, sources, etc. to online websites

Ancestry TreeShare

WebHints

 

Other features

Publishing your family online

Setting program options

Merging duplicate people

 

LDS Support

Entering LDS information

Printing LDS information

Accessing FamilySearch Central

Finding Matches on FamilySearch

Viewing and reserving ordinances

Copying info between RootsMagic and FamilySearch

  

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