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Evaluating using free version - feature not reviewable?

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#1 victorengel

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Posted 26 July 2018 - 09:12 PM

I'm new to Rootsmagic but have been using Ancestry for several years and have a large database there (just over 16,000 people at the moment). I'm evaluating other software, including Rootsmagic and Gramps. Gramps has a lot of features I really like, but Rootsmagic supposedly has the feature where nearly everything can be downloaded from Ancestry.com. I've tried that, and either there's a show-stopper issue, or else the item being downloaded is something that I can't find how to verify or is unavailable in the free version.

 

Looking through the FAQ it seems that my issue may be related to URLs in sources. Most of my sources that I'm interested in are created this way:

 

I edit a person in Ancestry, add the facts, then click Add Source. On the source screen, I add Detail and Web Address (which is usually a link on Norway's digital archive), then check all the relevant facts the source pertains to. I used to add Source (the #1 item), but I'd rather have the detail information display on screen when displaying the person, and that happens only if source is left blank, so that's what I do now.

 

Anyway, reading through the FAQ, if I'm following correctly, this sort of source gets imported into RootsMagic as a web tag. But how can I tell whether this actually happened? If export a GEDcom file from RootsMagic, these sources do not appear to be in the file. Also, I don't see a way to display them. Googling, I see information that they are available on the edit screen, which is only available in the paid version. If that's the only way to verify this data, then there's no way for me to evaluate the software without paying for it. Or is there a trial version as well as the paid version, perhaps time-limited?



#2 Renee Zamora

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Posted 27 July 2018 - 11:49 AM

If you only fill out Section 2 with the Detail and Web Address RM cannot see it.  It needs a source in section 1 filled out. Then it can add the citation with the web address. It will appear on the Detail Text tab as a WebTag then.

 

The only way RM can see the Citation by itself is if the field "Other Information" is filled out. Then it will come into RM as a note. No other fields in the Citation area will come in with it. So to get those other fields you need to fill the Source out properly on Ancestry. 


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#3 victorengel

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Posted 27 July 2018 - 01:10 PM

If you only fill out Section 2 with the Detail and Web Address RM cannot see it.  It needs a source in section 1 filled out. Then it can add the citation with the web address. It will appear on the Detail Text tab as a WebTag then.

 

The only way RM can see the Citation by itself is if the field "Other Information" is filled out. Then it will come into RM as a note. No other fields in the Citation area will come in with it. So to get those other fields you need to fill the Source out properly on Ancestry. 

 

Unfortuantely, I've been changing my citations on ancestry to remove the source for the display issue I previously stated. It's unfortunate that they have that issue there. It's really a pain. If I have multiple citations from the same source, on Ancestry, the display is meaningless, looking like multiple instances of the same thing. I've been advised that the simplest way to get around this is by not entering a source at all.

I was hoping RM would be able to download all my Ancestry information for a good starting point, but it looks like that is not going to be possible. I think I will continue what I was doing, which was to enter everything manually in Gramps. If I'm going to have to do manual intervention anyway, that seems like my best option.

Edit: I note that Source is NOT required on ancestry.com, so I'm not so sure you can really say that that is the way to do it "properly". Properly according to whom?

It would be great if there were an option to use the detail as the source if the source is blank.



#4 Renee Zamora

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Posted 27 July 2018 - 03:12 PM

There is a step one and step two to adding a source in Ancestry. It has two parts to be complete. We have something similar in RM there is a Yellow Master Source area, and a Green Citation area. If you do not have the Ancestry step one filled out there is no master source. We can't even begin to work with it as a source.

 

I think your basically adding a citation note, but not a source if you fill out only that section. That is why RM can use the "Other information" section to store notes, since Ancestry doesn't have a fact note area.

 

If you want a particular title showing on Ancestry why don't you create a source and used the same text in the Title filed as you entered in your Citation Detail field. It will then be a proper source that can be used and shared. 


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