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Member Since 11 Sep 2004
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Topics I've Started

Icons at the top left of the screen just above Spouse and Parent

08 January 2016 - 12:22 PM

There are Person icons at the top left of the screen just above Spouse and Parent.

These are icons for information entered in the focus person's record. The icons will be different for each person.

Note icon: opens list of facts that have notes. Click on fact to open notes. It opens the note.
Source icon: opens list of General and facts which have linked sources. Click on fact. It opens the Citation manager for that fact
Camera icon: opens the Media Album that opens when you select the Meeia button or click in the Media column to the left of the person's name on the Edit person screen or Timeline view.
Address icon: opens the Address entry screen for a person.
ToDo: opens That perwon's ToDo screen.
Research log: opens Research log for that person

I find these icons very useful when I am navigating from person to person. For instance, I am in the Descendant view and want to add something to a highlighted person's existing Research log or ToDo. I can do that using the Person icons without opening the Edit person screen to see if that person has a Research log or ToDo.

Person icons is my name for these icons.

Renee, is there a formal name for them?

Using WebSearch with Use external browser checked and unchecked

13 December 2015 - 11:24 AM

We can navigate all over RM and open any screen without changing the results on the WebSearch screen when we search with Use external browser and Auto Search unchecked.

Hiighlighting another person does not change the web page WebSearch is on.

And, we can search for the second person without changing that page if you check Use external browser before you do the search for the second person. The external browser opens with the new search.


Highlight the first person as the focus person on a main screen.

I usually put the Sidebar in Family to start, but it could be a Group or the Index or Bookmark.  It just depends on what I am working on.

Go to WebSearch and unmark Use External browser and Auto search.

Search your choice of site to search for the first person.

Double click the second person's name in the Sidebar to open and close their Edit person screen.  This makes them the focus person.  Or, select them as the focus person on one of the other main screens.  Or, open RootsMagic Explorer and Select a person.

After the second person is the focus, check Use external browser in WebSearch.

Search your chosen site.  This opens the results of the search in your external browser.

Now you have the search results for person 1 in WebSearch in RM, and the search results for person 2 in the external browser.
Or you can have different sites open for the same person if you don't change the focus to a second person.

For instance, have one census year result in WebSearch and another census year result in the external browser.

You can use Windows to show RootsMagic and the external browser screens side by side.

You can navigate between screens in RM and copy and paste from the results in WebSearch or the external browser wherever it is needed in RM.

Android app and new Android 6.0, Marshmallow

23 October 2015 - 07:19 AM

My Google Nexus 5 phone updated to Android version 6.0 last night.

The RootsMagic Android app is working with no hitches.

Using [Thisperson:role] in sentences for censuses

21 October 2015 - 11:57 AM

I was looking at the Person options in the Sentence template language article in Help and noticed an option of :role, Role of Witness, which I had never paid any attention to.  This option is not new.  I found it in RM 4's Help.

Witness roles for Census:

Relationship of the head of household to the Witness roles:

Witness role:  father

[Thisperson] was listed in the household of his [Thisperson:role], [Person].< [Placedetails]>< [Place]>< on the [Date:year] census>.

[Thisperson:role] works in this sentence because the role is specific, father.

Witness role:  Parent

<%Person% [Thisperson:HeShe] was listed as a <%son|daughter> in the household of [Thisperson:HisHer] father, [Person]|[Thisperson:HeShe] was listed as a <%son|daughter> in the household of [Thisperson:HisHer] mother, [Person:Given] [ThisPerson:Surname],>< [Place]>< on the [Date:year] census>.

This sentence prints a Gender switch to print whether [Person] is the father or mother.  It uses a nested Gender switch to print [Thisperson] is a son or daughter.
Since the role name is Parent, [Thisperson:role] will not work.  For the mother, you may need to Customize the sentence on the Edit person screen to change her surname to the one used in the census record.

Relationship of Witness roles to head of household:

Witness role: son

<%Person% [Thisperson:HeShe] was listed as a [Thisperson:role] in the household of [Thisperson:HisHer] father, [Person]|[Thisperson:HeShe] was listed as a [Thisperson:role] in the household of [Thisperson:HisHer] mother, [Person:Given] [ThisPerson:Surname],>< [Place]>< on the [Date:year] census>.

[Thisperson:role] works in this sentence because the role is specific, son.


Data transferred in Drag and Drop or full RM Specific gedcom

18 October 2015 - 11:57 PM

I am using the latest version of RM 7.  There has been some changes in what data is transferred when doing a Drag and drop of an existing database into a new database.

I didn't find any differences in what was imported using a full gedcom with RM specifics checked.


Full gedcom:
Lists, Fact type lists: All facts have Gedcom checked
Gedcom export: all choices checked under Data to include. Include Private facts and and Private notes are checked.


Using a gedcom, you can choose to add a source and keep the same record numbers when the gedcom is imported.



Any fact must be marked for Gedcom on the Fact type list to be included in Drag and Drop or exported in a gedcom.



Living people:

Drag and Drop exports everyone you select whether living or dead unless you use the Living tag as a filter to exclude people.


Exporting a gedcom gives you choices about exporting Living people and what to export.



To exclude a fact from Drag and Drop or exporting in a gedcom, copy the database.  In the copy, unmark Gedcom for the facts you do not want transferred or exported.  Do the Drag and Drop or gedcom from the copy.


User defined facts:  Everything is transferred including fact sentences for user defined facts that have been used.   Unused user defined facts do not transfer.

RM defined facts:  Changes in Use and Include choices do not transfer.  Changes in the default Principal sentence do not transfer.  Those changes will have to be entered manually.

I have created a Base database which only has changed RM defined facts and some  preferences which are not imported.  No sources, places, etc. in it.  When I get ready to drag and drop my database, I will copy that Base database and drop my database  into it.  If I keep the Base database up to date, I can use a cooy of that database when I want to create a new database.

Used Sharee roles and default sentences are transferred.  Unused sharee roles do not transfer.  Any unused Sharee roles would need to be manually added in the new database.  I will not be doing that.


Private facts are still marked Private when transferred by Drag and Drop. When exporting a gedcom, there is a choice.


Private notes are transferred by Drag and Drop.  When exporting a gedcom, there is a choice.

Places:  Unused places are transferred.

Place details:  Unused place details do not transfer.  If wanted, unused place details would have to be entered manually.  I will not be doing that either.

All  Master sources are transferred including unused sources.
User defined source templates:  All user defined templates are transferred including unused templates.

Media:  Untagged media is not transferred.

Repository:  Repositories which are not used are transferred.

ToDo:  All ToDos are transferred including General ToDos.

Research logs:  All research logs including General Research logs are transferred.

Addresses:  General addresses do not transfer.

Correspondence list:  this list was transferred.

Groups and Bookmarks are not transferred.

Custom reports are not transferred.

Publisher books are not transferred.

Not a Problem list is not transferred.

Import files:  I wanted to see which choices to mark to retain some unused items that I want to retain that are not included before I drag and drop my database into the new database.

Fact type will include unused user defined facts.
Multimedia items will include untagged media.  This will probably be the only item I mark.


Instead of posting additional information in a new post, I am adding it to this post so it is all in one post.