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#67150 Using RM's User Defined Facts as Todo Lists and Research Logs

Posted by kcard on 02 November 2014 - 06:42 PM in Tips and Hints

Thank you, Jerry. I will do that.

#67144 Using RM's User Defined Facts as Todo Lists and Research Logs

Posted by kcard on 02 November 2014 - 05:20 PM in Tips and Hints



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?


Thank you!

#67131 Using RM's User Defined Facts as Todo Lists and Research Logs

Posted by kcard on 02 November 2014 - 09:40 AM in Tips and Hints

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?



#67347 Using RM's User Defined Facts as Todo Lists and Research Logs

Posted by kcard on 12 November 2014 - 10:04 PM in Tips and Hints

Thank you, Jerry!

#67143 Using RM's User Defined Facts as Todo Lists and Research Logs

Posted by kcard on 02 November 2014 - 04:49 PM in Tips and Hints

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.

#73602 Update to 7.0.7????

Posted by kcard on 08 August 2015 - 08:57 AM in RootsMagic for Mac

Well, I finally got 7.0.7. The directions aren't very clear, IMHO. Download first from the newsletter link to get to 7.0.6, then download the update from within RM.

#73601 Update to 7.0.7????

Posted by kcard on 08 August 2015 - 07:29 AM in RootsMagic for Mac

I got the newsletter which said to click the link to get version 7.0.7 for the Mac. I did but when I checked from the RootsMagic menu, I get Version 7.0 ( When I check from within RM->Help menu>About RM, I get Version 7.0.6 (16 July 2015). So, what should I do now? I followed the directions update from their link but that only got me to 7.0.6.

#73541 Saving a blank file?

Posted by kcard on 06 August 2015 - 08:20 AM in Discussion

I am using RM7 under MacBridge ...... but I imagine that this question applies to all versions ..... I am currently updating and modifying the sentence templates in my Fact Type List. When I'm finished with it, is there a way to save a backup of this family file WITHOUT any people, just everything else such as the Fact Type List and Source Templates? That way I could use the "empty" file to import other files into as needed and have all the sentence and source templates I have worked on in place.



#73554 Saving a blank file?

Posted by kcard on 06 August 2015 - 03:10 PM in Discussion

I've been thinking about this business of creating a new, blank database that has the complete environment of your old database, except with no people. For years, the wish from many users on this forum has been for a way to do a bulk delete of people from a database. There are several ways that such a feature would be useful. For example, you could just copy a database and then delete all the people from the copy of the database. Your new (and now empty) database would have the desired characteristic of having all the lists from your previous database.


RM has stated that they will never implement a bulk delete feature because of the danger that a user will do a bulk delete of everybody from their production database and not have a backup. I believe that a bulk delete could be made safe by incorporating a required backup into the bulk delete procedure. But I'm not the designer of RM and I'm not the vendor, so fair enough.


Nevertheless, I wonder if RM might consider the following to be safe enough. Suppose there was a new feature that could be invoked as File->Create blank database from current database. It would differ from the Import Lists process in that it would preserve everything from the old database except the people, including sentence template customizations from the old database. The old database would not be deleted, and indeed the old database would not be changed at all. Hence, there would be no bulk delete.


I very much appreciate the new Import Lists feature, but it doesn't  completely meet the need to create a new, blank database just like an existing one except with no people. The failure to include sentence template customizations for built-in facts in the Import Lists feature is a real killer for me.




Jerry, I TOTALLY agree with your idea! There has to be something that can be done in future versions to implement the ideas you put forth. Other programs have accomplished it. For example, Reunion 11 for Macs, allows you to export a Family File and you choose the options ..... to save all or a portion of people, sources, multimedia, and Logs. This allows you to export a blank family file with no people but that includes sources with their types and fields (templates). It's very helpful once you've gotten one family file set up the way you want it. Hopefully, RM will consider something like it.

#73553 Saving a blank file?

Posted by kcard on 06 August 2015 - 02:59 PM in Discussion

Alt Birth is not a built-in fact so its sentence template should import just fine. I just did a test, and it imported for me just fine. Are you sure that your Alt Birth fact had a sentence template in the original database? Are you sure you imported the fact list?



Yes to both.

#73547 Saving a blank file?

Posted by kcard on 06 August 2015 - 11:56 AM in Discussion

Thank you, Laura. That's exactly what I wanted to know.



#73550 Saving a blank file?

Posted by kcard on 06 August 2015 - 01:31 PM in Discussion

Yes in RM 7.

Create a new database. Go to File, Import lists in the new database.

Pick the database you want to import the lists from and mark which lists to import.

User defined fact default sentences will be imported. You will need to copy and paste changed RM defined fact sentences, added roles, and role sentences from the other database as wanted.

Backup the new template database and restore it as you want to use it amd rename the new database. Or, just copy the database and give it your new database name. I just copy the template database.

I just tried this and the sentences that I created for Fact Types are NOT being imported.  For instance, there was no default sentence for Alt. Birth so I made one in the Template file I created. From my main file, I did the Import Lists and chose the Template File and the lists I wanted. But it did not get imported into my main file.... that one still says [NEED TO DEFINE SENTENCE: Alt.Birth. Should this be imported as a User defined fact sentence? If it doesn't, then this Import Lists tool isn't as helpful as I thought it would be!

#73564 Saving a blank file?

Posted by kcard on 06 August 2015 - 09:46 PM in Discussion

Tom ..... I'm guessing this will not work on a Mac on RM under MacBridge?

#65853 Research Logs?

Posted by kcard on 10 September 2014 - 09:25 AM in Discussion

I'm a fairly new user to RM. I used it in the past but switched to Legacy via Parallels on my Mac. When I saw that I could use RM via MacBridge, I switched back and plan on using RM for all my research/genealogy from now on.


So, that little intro finished, I'd like to know how others make use of Research Logs? I understand that they are used to record research you have already done. I guess my question really is, do you make one log for each person and record all work you do on him/her? Or, do you make one for, say John Jones - census and another for John Jones - marriage, etc.? I'm interested in what seems to work best before I dive into it and have to change things later on. 


Any ideas or suggestions would be most welcome. Thanks!

#65910 Research Logs?

Posted by kcard on 12 September 2014 - 09:53 AM in Discussion

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!

#66803 Question regarding citing frequently used sources

Posted by kcard on 15 October 2014 - 05:27 PM in Discussion

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.

#66802 Publish Online versus html files

Posted by kcard on 15 October 2014 - 05:10 PM in Discussion

Up until May of this year, it was because Publish Online uses javascript to present the web site to visitors' browsers and Google has always had a hard time figuring out how to crawl the content of javascript-driven pages and then index that into search engine results. BUT, recently back in May, they announced progress on that front:



Thank you for the reply. I read the info from the link. So, has anyone discovered if this searching is working correctly now?

#66769 Publish Online versus html files

Posted by kcard on 13 October 2014 - 09:50 PM in Discussion

Why is Google unable to search pages created with Publish Online?

#66810 Publish Online versus html files

Posted by kcard on 16 October 2014 - 08:23 AM in Discussion

Thanks, Tom. I sure hope they get this fixed in the future somehow. The pages created with Publish Online are MUCH more appealing and useful than the html ones.

#67956 Place Database download?

Posted by kcard on 28 November 2014 - 05:39 PM in RootsMagic for Mac

OK. Thank you!

#67906 Place Database download?

Posted by kcard on 28 November 2014 - 09:46 AM in RootsMagic for Mac

Is there any reason for a MacBridge user to download the Place Database 7? Will it even work under MacBridge or is it just for RM Windows?

#66485 OSXFUSE Update - seems to fixed floating point

Posted by kcard on 02 October 2014 - 11:56 AM in RootsMagic for Mac

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.

#67904 Opening older RM files in MacBridge7

Posted by kcard on 28 November 2014 - 09:30 AM in RootsMagic for Mac



You should be able to open your RM6 files under MacBridge 7 without having to gedcom them over. In my case, I was using RM6 within Windows on my Mac by using Parallels. I had set it up long ago to store my database files and all my documents and media on my Mac side. So, the file system was already in place when I started using MacBridge. At this point, the only "problem" I have had, is that to create a gedcom from my MB, the file paths are wrong. For instance, the path might be Y:\Users\Documents\Genealogy\..... I have to open the gedcom in TextEdit, replace all \ with / and replace the Y drive with my own hard drive. It's pretty quick and easy to do. 


Could this file path issue by your problem? Or file permissions if you're copying files from a PC to your Mac?

#65801 MacBridge for RootsMagic

Posted by kcard on 07 September 2014 - 09:21 PM in RootsMagic for Mac

Laura .... OK. I see it now and that makes sense. I did expect different behavior, but I see now how RM is set up to work. So, I did a find:  Burial, Place Details, contains, cemetery name and could move forward and backwards thru the RM Explorer to each of those people. NOW...... is there a way to be able to put these results into some kind of a Group? A report or list?


Thank you for your help!



#65796 MacBridge for RootsMagic

Posted by kcard on 07 September 2014 - 12:40 PM in RootsMagic for Mac

I have used RM on my Mac via Parallels for some time but was pleased to see that it's being made available to Mac users via MacBridge. I downloaded it and have been trying it out but I do have a couple of issues/questions.....


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.


2) How do I do a search/find for some text that I would like to have grouped together? Such as searching for all people who have a burial place that equals Holy Sepulchre Cemetery? I can do the find from the RM Explorer but the results are not what I expected! The list is filled with the people I know were buried there, but also hundreds of people who never even were in the USA, lol. Why is that?


 I look forward to the Mac version of RM!!


Kathy ....... Oh, I would dearly love the ability to copy an entire fact complete with source and notes so that it could be used for others sharing the event  (like Legacy does) ...... without having to use the Share Fact capability which doesn't transfer via gedcom.