Thank you, Jerry!
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The Description field can be made visible in People View, and the Note cannot. You can see both from Edit Person, and you can display both with RM's custom reports.
Jerry, I'm new at this....... I figured out how to create a group of people who I need to do certain research for....... using your methods. How can I make a custom report for each of these facts? Possibly to print out as a To Do list of sorts to take with me on a Library trip? Something that would print out the Notes for that Fact type? Is there a way?
Can I suggest that if you haven't already raised this issue of the impossibly small font size that you should raise it as an issue. There may well be some changes that could be made to MacBridge - not something you can change - but we need to agitate or things may never improve.
You're right, J. R. I will do that. Thanks for the reminder.
Actually, Jerry, I find it very helpful and thank you for sharing your methods. I'm using RM under MacBridge and find the ToDo and ResearchLogs to be almost unusable. The fonts are so small as to be impossible to read without a magnifying glass or utility, even after adjusting the font size for the program. It does not apply to these items.
So, if I understand you correctly, you create one flag for each "item" you are researching? Marriage, death, grave, land purchase, etc? And then all notes on that go into the Note field for the flag/fact?
I also choose to have one source per census year. I had actually created these and converted all my citations over in another program, prior to using RM6. In the move to RM, they came over as Free Form sources. In the Source List, I added an * at the start of each census source so they sort at the beginning of the list.
Whenever I use a census source, I choose it, then add the details (usually I just copy these rom Ancestry) in the Source Details field.
The result looks like this:
1930 U.S. census, Ancestry.com, Digital images (National Archives and Records Administration, n.d.), T626, Decoto, Alameda Co., California, enumeration district (ED) 346, p. 248, dwelling 384, family 396, Henry Andrade household.
Thank you for the reply. I read the info from the link. So, has anyone discovered if this searching is working correctly now?
Please tell them not to take away from the development of the native mac version... we can handle a floating point every now and then until the native version is done.
I agree, Allen ..... it's just a minor annoyance..... as long as whatever is causing it doesn't impact the native Mac version in some way.
This is just a question about "what is it?" rather than a problem .......
I have noticed that on SOME people in my database, there is a series of letters and numbers that appear immediately after the name in the blank area of the upper left of the Edit Person screen. For instance: Jacob Hinkle (MR J9-NFH)
What is that? Did it come from Legacy when I did my import? The combo is different on each name it appears on, but does not appear on every name. It does not appear on reports so it's more of an annoyance than a real problem and I just wonder what it is?
This last time was on the Family view. I had been working in it, stopped to answer the phone, and the error message popped up before my eyes. Hopefully with this feedback, you folks can figure it out. It seems fairly random to me.
Just got another one ..... I left RM, worked in other apps, left RM the frontmost app with the Edit Person screen active and the computer went to sleep. Upon waking the computer, the error was there. I believe I've gotten them with every screen/view in RM.
I am encountering this error, too. Like some others, it seems to happen when I switch to another running program on my computer. When I switch back to RM, the error is there. It just happened on the Family view for me when I switched back from using Safari.
I am running 10.9.4 on my MacBook Pro. No, I'm not using the same RM database on my Mac and on my copy of RM in Parallels. RM is not even running on Parallels, which is, in fact, not running at all (Parallels).
Thank you so much for sharing this! I love this Forum because of people like you that share better ways of doing things in RM! Your Excel workbook sounds like a great idea, too and I will definitely search for Laura's wisdom on sentences. Your method is the way I'm entering the data I've always put in Notes before, especially for Facts that include more than one person such as Census. I'll go back and gradually work on older entries to convert them to this method.
Have a great day!
I use the alt+ m to memorize my source citation, then alt + p for printing it for using with the next person who needs it. My census & other sources are set up with having all the information within the census source, including names, Household, family, page # etc... The next census fact is filled in using the census fact, fill in date on record, place, place details, if appropriate, have the description enabled and use for age of person on record and occupation. The sentence is filled in as I want it to be. open Citation/Source Manager then alt+p and change what is need.
I also do not use shared events, only census (family) if a couple.
Using the Detail Text which become the Research Notes: section with all the information can be printed in narrative reports, individual summaries. Notes to me are too cluttered, not real readable in a report to put all that information in them.
This seems like a good idea to me. It certainly would achieve copying ALL the important data for a Fact in one operation and the ability to paste it into a created Fact for the next person involved. Is there any down side to doing it this way? I'll have to give this some thought. Thanks for sharing it.
I enjoy using RM, now under MacBridge, but one item high on my Wish List is the ability to copy entire Facts (including Notes and Sources) to add to additional people. I choose not to use Shared Facts because they don't transfer via gedcom and that's important to me.
So, with the help of a little Utility app, I can copy Fact details such as Date and Note from one person and then copy those items to a different person. I use the Memorize and Paste functions in RM to copy and paste Source info for use again. I use a multiple clipboard utility. The one I use is PTHPasteboard but there are others that work as well. These are the steps I follow:
1) Create a Fact for an individual and enter in all pertinent info including Notes.
2) Select any field data you want to copy over to an additional person by selecting it and either Edit menu>Copy or press command+c to copy the data to one of your multiple clipboards. Do this with other field such as Notes. Now you should have those fields copied to the clipboard. (I don't copy the place details because they are easy to duplicate by the auto complete feature.)
3) Add in your source info by adding a new one or citing an existing source. When it is complete, click the Memorize button. Now you should have everything you need to copy the fact to an another person.
4) Go to each subsequent person you want to add the Fact to. Add the Fact to that person.
5) In the Date field, go to your multiple clipboard display (mine is reached from the menubar). Choose the date by clicking on that clipboard and it will paste it in the date.
6) Go to the Notes and click on the appropriate clipboard, and your Note data is copied.
7) Click on the Source, then paste your saved source data in from the Citation Manager window.
It only takes a very short time to copy Facts from one person to another in this manner. Much easier and better than going back and forth from one person to another! Still, not as elegant and efficient as having one button to copy it all. I hope this is helpful to other users.
The reason it is jumping is because the focus has not changed to that fact. For some reason your computer is not recognizing the single click as selecting that new fact. When you click on the field on the right it is jumping to the fact that is still in focus.
I'm not sure what is different in your computer setup or how you are clicking on the fact. Can you tell me what Mac version you are using? Are you tabbing or clicking on the fact? After you click on the fact the cursor should automatically be in the first field to begin typing. Let us know any steps you are taking that may help us pin-point why this is happening. Obviously double-click works but we don't know why a single click is not good enough on your computer. So far I don't have anyone else reporting this.
I am using Mac OS 10.9.4.
I select a Fact on the left, say Death. In the pane on the right side, it shows Death as the Fact selected with the fields, date, etc. displayed. When I click in one of those fields, the cursor jumps to whichever Fact is on the same horizontal plane on the left side of the window, such as Census. It's crazy, I know ...... leave it to me to have a problem no one an figure out, lol! But, I'm not too concerned. It doesn't happen every single time and when it's a problem, I smile and double click as I stated above. It's definitely not a deal breaker for me. I enjoy using RM on my Mac and appreciate the effort it took to make this possible.
I have the same error coming up under the same circumstances which seems to indicate a bug. As a Mac user, I very much appreciate that RootsMagic is being made available to us natively on our Macs. I look forward to the real deal for Macs!
Laura ......... Wow! Thank you so much for your list of great ways to use Research Logs. It's a lot to digest but it gives me a lot of ideas for my own research and I'm sure I will implement many of yours!
I love to be organized and have formerly used my own database in FileMaker Pro on my Mac to record everything I have ever researched, whether I found what I was looking for or not. I stopped using it, only because of the cost of upgrading it to work with new operating systems and have searched for something else I can use. With your excellent suggestions, I think I can make this work..... and have the complete package.
Thanks again for your suggestions!
I did get the Compact File to work properly eventually. Guess it just got hung up.
I'm still having the other problem I mentioned above:
1) When in the Edit Person window, and I select a fact, clicking in one of the fields on the right (any field even the proof popup) often, but not always, makes the view jump to another fact for that person. It doesn't happen every time, but often enough to be a pain. Also, just clicking in a blank spot in the right side of the window, often moves the fact selection to something different.
However, I just noticed something....... I just had this happen after clicking in a Graduation fact..... it would jump to another fact as stated above. Six times in a row can be aggravating! But, I noticed if I DOUBLE CLICKED in the field on the left, say Graduation, there is no jumping around. The Date field for the Graduation event gets highlighted and allows me to click in any other field in that right pane, which is what is needed. I tried it many other times on various people and various facts and when I double clicked, it worked as expected.
I don't know if anyone else has had this problem, but this has worked for me.