RootsMagic 8:Adding People - Revision history

Renee: /* Adding an unlinked individual */

2022-12-28T21:50:46Z

Adding an unlinked individual

Renee at 04:05, 28 August 2021

2021-08-28T04:05:12Z

Renee at 04:02, 28 August 2021

2021-08-28T04:02:15Z

Renee at 03:59, 28 August 2021

2021-08-28T03:59:03Z

Bruce: /* Possible duplicates */

2021-08-27T15:54:07Z

Possible duplicates

Bruce: /* Adding a spouse, child, or parents */

2021-08-27T15:51:57Z

Adding a spouse, child, or parents

Bruce: /* Adding an unlinked individual */

2021-08-27T15:50:15Z

Adding an unlinked individual

Renee at 03:45, 22 August 2021

2021-08-22T03:45:54Z

Bruce at 21:19, 6 August 2021

2021-08-06T21:19:22Z

Show changes

Bruce at 20:31, 6 August 2021

2021-08-06T20:31:05Z

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 #*Given names – Enter the first and middle names of the person you are adding.
 #*Surname – Enter the last name of the person you are adding. For females, enter their maiden (unmarried) name.
 #*Prefix – Enter any text that should come before the person’s name (like Dr.).
 #*Suffix – Enter any text that should follow the person’s name (like Jr. or III).
 #*Nickname – Enter any nickname that the person was known by.
 #*Dates – Enter the birth, death, and burial dates (if known). You can enter the dates in almost any format, and RootsMagic will convert them to a standard format for you. You can also select the <u>[[RootsMagic_8:Calculators|Date Calculator]]</u> if necessary.
 #*Places – Enter the birth, death, and burial places (if known). As you begin typing, RootsMagic will begin filling the place in for you, and display a drop list of potential matches. When your place name appears, select it from this list. If you have entered the place somewhere else in the program, you can click the place list button to open the Place list with all the places already entered in the program. Click the desired place in the list to enter it quickly into the field. See <u>[[RootsMagic_8:Place_List|Place List]]</u> for more details on the Place List.

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 *Add fact to form – This opens the Fact Types dialog to let you select additional fact types. (If you wish you could even design a new fact type, then select it.) Click Select to add a fact type, or Cancel to exit the dialog without adding a fact type.
-*Move down and Move Up – Use these buttons to rearrange the fact types, usually to arrange the new fact types in relation to those already there.
+*Move down and Move up – Use these buttons to rearrange the fact types, usually to arrange the new fact types in relation to those already there.
 *Delete –  If you add a fact type and later decide you no longer want it included on the Add Person dialog, highlight the fact type and click the Delete button to remove that fact type.
 *OK and Cancel –  Once you have the form set up the way you want it, click OK to save the changes, or Cancel to discard the changes.

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 == Customizing the Add Person screen ==
-By default, the Add Person dialog includes fields for three individual fact types, birth, death and burial. The fields which can be shown are Date, Place, and Description. Cause of death appears with the death field since the Description field is enabled for this fact, but doesn't appear by default for the birth and burial facts since the description field in not enabled by default.
+By default, the Add Person dialog includes fields for three individual fact types, birth, death and burial. The fields which can be shown are Date, Place, and Description. The death description (cause of death) appears with the death field since the Description field is enabled for this fact, but doesn't appear by default for the birth and burial facts since the description field in not enabled by default.
 You can customize which events are on the Add Person form through the Customize this form link. Click on the Customize this form link to open the dialog. The area in the center of the form lists the fact types currently selected. The dialog has buttons to let you add, remove or rearrange the order of these fact types.

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-Navigation: [[RootsMagic_8:RootsMagic_8|RootsMagic 8]] > [[RootsMagic_8:Working_With_People|Working With People]] >
+Navigation: <u>[[RootsMagic_8:RootsMagic_8|RootsMagic 8]]</u> > <u>[[RootsMagic_8:Working_With_People|Working With People]]</u> >
 ----
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 #*Suffix – Enter any text that should follow the person’s name (like Jr. or III).
 #*Nickname – Enter any nickname that the person was known by.
-#*Dates – Enter the birth, death, and burial dates (if known). You can enter the dates in almost any format, and RootsMagic will convert them to a standard format for you. You can also select the Date Calculator if necessary.
+#*Dates – Enter the birth, death, and burial dates (if known). You can enter the dates in almost any format, and RootsMagic will convert them to a standard format for you. You can also select the <u>[[RootsMagic_8:Calculators|Date Calculator]]</u> if necessary.
-#*Places – Enter the birth, death, and burial places (if known). As you begin typing, RootsMagic will begin filling the place in for you, and display a drop list of potential matches. When your place name appears, select it from this list. If you have entered the place somewhere else in the program, you can click the place list button to open the Place list with all the places already entered in the program. Click the desired place in the list to enter it quickly into the field. See [[RootsMagic_8:Place_List|Place List]] for more details on the Place List.
+#*Places – Enter the birth, death, and burial places (if known). As you begin typing, RootsMagic will begin filling the place in for you, and display a drop list of potential matches. When your place name appears, select it from this list. If you have entered the place somewhere else in the program, you can click the place list button to open the Place list with all the places already entered in the program. Click the desired place in the list to enter it quickly into the field. See <u>[[RootsMagic_8:Place_List|Place List]]</u> for more details on the Place List.
-#*Cause of Death – Enter the cause of death if known.
+#*Death Description – Enter the cause of death if known.
 #Click OK to create the new person, or click Cancel to close the dialog without adding the individual.
-#RootsMagic will compare the person you add with people already in the database. If it finds any matches, it will bring up the Possible Duplicates dialog box warning that you may have already entered this person. You may continue adding the new person if the person doesn't match any of the existing people, or you may cancel (so you don't end up with two copies of the person in your database).
+#RootsMagic will compare the person you add with people already in the database. If it finds any matches, it will bring up the <u>[[RootsMagic_8:Adding_People#Possible_duplicates|Possible Duplicates]]</u> dialog box warning that you may have already entered this person. You may continue adding the new person if the person doesn't match any of the existing people, or you may cancel (so you don't end up with two copies of the person in your database).
 #RootsMagic will bring up the person's edit screen where you can enter any other information for the person. Click OK on this edit screen to return to the main screen.
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 *Add fact to form – This opens the Fact Types dialog to let you select additional fact types. (If you wish you could even design a new fact type, then select it.) Click Select to add a fact type, or Cancel to exit the dialog without adding a fact type.
-*Up and Down Arrows – Use these buttons to rearrange the fact types, usually to arrange the new fact types in relation to those already there.
+*Move down and Move Up – Use these buttons to rearrange the fact types, usually to arrange the new fact types in relation to those already there.
 *Delete –  If you add a fact type and later decide you no longer want it included on the Add Person dialog, highlight the fact type and click the Delete button to remove that fact type.
 *OK and Cancel –  Once you have the form set up the way you want it, click OK to save the changes, or Cancel to discard the changes.

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 The names of the possible duplicates are shown in the left column, and the details (facts and parents) associated with each person are displayed in the right column. Highlight each person in the left column in turn to see the details of that person. After you have reviewed the possible matches, you have two choices:
 *Continue adding new person – Select this option if none of the matches correspond to the new person you are adding. You will be taken to the Edit Person window for the new person to add additional facts or details.
 *Cancel – Lets you cancel adding the new person rather than creating a duplicate. You will be returned to the main window.
 Note: To add siblings, you would add one or both parents, then add the sibling as a child to those parents. If you are at the end of the ancestral line and you find a sibling, add a father with the surname only and add the sibling as a child to this person.

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 If you continue adding the spouse, RootsMagic will compare the person you add with people already in the database. If it finds any matches, it will bring up a dialog box warning that you may have already entered this person. You may continue adding the new person if the person doesn't match any of the existing people, or you may link to an existing person that RootsMagic found, or you may cancel (so you don't end up with 2 copies of the person in your database).
 ===Add child===
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 You can add the child exactly the same way as adding a spouse (above), with 1 exception.  If the person you are adding the child to has more than one spouse (partner), you may select which family to add the child to from the drop list at the top of the Add Child form.
 ===Add parents===
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 You can add the parent exactly the same way as adding a spouse (above).  After adding the father you will be asked to add the mother.
 You can have multiple sets of parents in RootsMagic. This is especially useful for those people who are adopted. If you have already entered a set of parents for an individual, you will be asked if you would like to add another set of parents to that person. Click Yes and follow the steps shown above to add parents.

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 #You can enter the following information on the Add Individual form:
 #*Given names – Enter the first and middle names of the person you are adding.
-#*Surname – Enter the last name of the person you are adding. For females, enter their maiden (unmarried) name. For multi-part surnames, like Van Every or Mac Nabb, add a slash "/" before #and after the surname, as in James William /Van Every/.
+#*Surname – Enter the last name of the person you are adding. For females, enter their maiden (unmarried) name.
 #*Sex – Select the person’s sex from the drop list, or type M for male, F for female, or U for unknown if you are not sure of the person's sex at the time.
 #*Prefix – Enter any text that should come before the person’s name (like Dr.).

← Older revision		Revision as of 20:31, 6 August 2021
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	The spouse or partner added will be of the opposite sex by default. To add a spouse or partner of the same sex, select the appropriate sex for the person on the Add Person dialog box when adding the new person.		The spouse or partner added will be of the opposite sex by default. To add a spouse or partner of the same sex, select the appropriate sex for the person on the Add Person dialog box when adding the new person.
		+
		+
		+	[[File:RM8_People-AddSpouse-2.jpg\|Add Spouse Select Existing]]

	To add a spouse to a person:		To add a spouse to a person: