Difference between revisions of "RootsMagic 8:Introduction"

Latest revision as of 21:40, 15 October 2021

Navigation: RootsMagic 8 > Getting Started >

The topics in this section provide some basic information about Rootsmagic, what it is for, and what you can do with it.

How to get started

Download and install RootsMagic 8
Review the section The RootsMagic Interface to familiarize yourself with the program.
If you are importing data from other programs (like RootsMagic 1-7, GEDCOM, PAF, Legacy, FTM, TMG, or Family Origins) see the topic Importing Files.
See Setting up RootsMagic Your Way for setting database and program options

When you exit RootsMagic, you are prompted to backup the current database or all open databases. However, if you close a database from within RootsMagic, the program does not automatically backup the database before closing it. Therefore, before you close a database from within RootsMagic, you must initiate the backup yourself by selecting "File, Backup" from the main menu, if you want to create a backup (and you should.)

The Basics – Working with databases

The Display – What everything on the screen is for

People – Adding, editing, and manipulating them

Searching – How to find people and other information

Sources – Documenting your information

Pictures – Working with multimedia

Printing – Creating reports, lists, and charts

Lists

Sharing data – Transferring data between different programs

Tools

Research Tools

Other features

LDS Support

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-Navigation: [[RootsMagic_8:RootsMagic_8|RootsMagic 8]] > [[RootsMagic_8:Getting_Started|Getting Started]] >
+Navigation: <u>[[RootsMagic_8:RootsMagic_8|RootsMagic 8]]</u> > <u>[[RootsMagic_8:Getting_Started|Getting Started]]</u> >
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 == How to get started ==
-* Review the section [[RM8:The_RootsMagic_Interface|The RootsMagic Interface]] to familiarize yourself with the program.
+* <u>[[RM8:Download_and_Install|Download and install RootsMagic 8]]</u>
-* If you are importing data from other programs (like RootsMagic 1-7, GEDCOM, PAF, Legacy, FTM, TMG, or Family Origins) see the topic [[RootsMagic_8:Importing_Data#Import File|Importing Files]].
+* Review the section <u>[[RM8:The_RootsMagic_Interface|The RootsMagic Interface]]</u> to familiarize yourself with the program.
-* See [[RootsMagic_8:Settings_Page|Setting up RootsMagic Your Way]] for setting database and program options
+* If you are importing data from other programs (like RootsMagic 1-7, GEDCOM, PAF, Legacy, FTM, TMG, or Family Origins) see the topic <u>[[RootsMagic_8:Importing_Data#Import File|Importing Files]]</u>.
+* See <u>[[RootsMagic_8:Settings_Page|Setting up RootsMagic Your Way]]</u> for setting database and program options
 When you exit RootsMagic, you are prompted to backup the current database or all open databases.  However, if you close a database from within RootsMagic, the program does not automatically backup the database before closing it. Therefore, before you close a database from within RootsMagic, you must initiate the backup yourself by selecting "File, Backup" from the main menu, if you want to create a backup (and you should.)
-== Learning more ==
-* See [[RootsMagic_8:Using_RootsMagic|Using RootsMagic]] for a list of topics grouped in broad categories.
-* See [[RootsMagic_8:Tools|Tools]] for a list of tools to help you get more out of RootsMagic
-* See LDS Features for a list of features geared towards the LDS community
-* See the [[RootsMagic_8:Working_With_People|Working With People]] section for detailed instructions on adding, editing, unlinking, and deleting people to/from your RootsMagic database.
-* See the [[RootsMagic_8:Working_With_Facts|Working With Facts]] section for detailed instructions on adding, editing, and sharing facts, as well creating default sentences and customizing individual sentences.
-* See the [[RootsMagic_8:Working_With_Places|Working With Places]] section for detailed instructions on using Places and Place Details.
-* See the Working with Notes section for detailed instructions on using notes.
-* See the [[RootsMagic_8:Working_With_Sources|Sources]] and [[RootsMagic_8:Working_With_Addresses_and_Repositories|Addresses and Repositories]] section for detailed instructions on adding source documentation to support your facts that you enter into your RootsMagic database.
 ==The Basics – Working with databases==
-* Creating a new database
+* <u>[[RM8:Creating_a_New_Database|Creating a new database]]</u>
-* Opening a database
+* <u>[[RM8:Open_an_Existing_Database|Opening a database]]</u>
-* Searching for a database
+* <u>[[RM8:Move_or_Rename_a_Database|Renaming a database]]</u>
-* Renaming a database
+* <u>[[RM8:Deleting_a_Database|Deleting a database]]</u>
-* Deleting a database
+* <u>[[RM8:Copying_a_Database|Copying a database]]</u>
-* Copying a database
+* <u>[[RM8:Database_Tools|Database Tools]]</u>
-* Database Tools
+* <u>[[RM8:Backing_Up_a_Database|Backing up a database]]</u>
-* Backing up a database
+* <u>[[RM8:Dragging_and_Dropping_People|Copying people between databases]]</u>
-* Copying people between databases
 ==The Display – What everything on the screen is for==
-* Main screen
+* <u>[[RM8:The_RootsMagic_Interface|Main screen]]</u>
-* Main menu
+* <u>[[RM8:Home_Page|Home Page]]</u>
-* Home Page
+* <u>[[RM8:Files_Page|File Page]]</u>
-* File Page
+* <u>[[RM8:People_Page|People Page]]</u>
-* People Page
+* <u>[[RM8:Places_Page|Places Page]]</u>
-* Places Page
+* <u>[[RM8:Sources_Page|Sources Page]]</u>
-* Sources Page
+* <u>[[RM8:Media_Page|Media Page]]</u>
-* Media Page
+* <u>[[RM8:Tasks_Page|Tasks Page]]</u>
-* Tasks Page
+* <u>[[RM8:Addresses_Page|Addresses Page]]</u>
-* Addresses Page
+* <u>[[RM8:Publish_Page|Publish Page]]</u>
-* Publish Page
+* <u>[[RM8:Settings_Page|Settings Page]]</u>
-* Settings Page
 ==People – Adding, editing, and manipulating them==
-* Adding people to your database
+* <u>[[RM8:Adding_People|Adding people to your database]]</u>
-* Editing people
+* <u>[[RM8:Editing_a_Person|Editing people]]</u>
-* Deleting people
+* <u>[[RM8:Deleting_People|Deleting people]]</u>
-* Deleting families
+* <u>[[RM8:Unlinking_People|Unlinking people]]</u>
-* Unlinking people
+* <u>[[RM8:Arranging_Spouses|Arranging the order of spouses]]</u>
-* Arranging the order of spouses
+* <u>[[RM8:Arranging_Children|Arranging the order of children]]</u>
-* Arranging the order of children
+* <u>[[RM8:Swapping_Husband_and_Wife|Swapping spouses]]</u>
-* Swapping spouses
 ==Searching – How to find people and other information==
-* RootsMagic Explorer
+* <u>[[RM8:RootsMagic_Explorer|RootsMagic Explorer]]</u>
-* Family list
+* <u>[[RM8:Couple_List_View|Family list]]</u>
-* Find Everywhere
+* <u>[[RM8:Find_Everywhere|Find Everywhere]]</u>
-* Bookmarks
+* <u>[[RM8:Bookmarks_View|Bookmarks]]</u>
-* History
+* <u>[[RM8:History_View|History]]</u>
-* WebSearch
+* <u>[[RM8:WebSearch|WebSearch]]</u>
-==Notes – Supplementing your information==
-* Notes
-* Note editor
 ==Sources – Documenting your information==
-* Sources
+* <u>[[RM8:Working_With_Sources|Sources]]</u>
-* Source list
+* <u>[[RM8:Sources_Page|Source list]]</u>
-* Creating Source templates
+* <u>[[RM8:Source_Templates|Creating Source templates]]</u>
 ==Pictures – Working with multimedia==
-* Media Gallery
+* <u>[[RM8:Working_With_Media|Media]]</u>
-* Editing Media
+* <u>[[RM8:Editing_Media Items|Editing Media]]</u>
 ==Printing – Creating reports, lists, and charts==
-* Pedigree chart
+* <u>[[RM8:Charts_(Reports)#Pedigree_chart|Pedigree chart]]</u>
-* Family group sheet
+* <u>[[RM8:Form_Reports#Family_Group_Sheet|Family group sheet]]</u>
-* Narrative reports
+* <u>[[RM8:Narrative_Reports|Narrative reports]]</u>
-* Box chart reports
+* <u>[[RM8:Charts_(Reports)#Box_chart|Box chart reports]]</u>
-* Individual summary
+* <u>[[RM8:Form_Reports#Individual_summary|Individual summary]]</u>
-* Lists
+* <u>[[RM8:List_Reports|Lists]]</u>
-* Wall charts
+* <u>[[RM8:Charts_(Large format)|Wall charts]]</u>
-* Timeline chart
+* <u>[[RM8:Charts_(Reports)#Relationship_chart|Relationship chart]]</u>
-* Relationship chart
+* <u>[[RM8:Form_Reports#Calendar|Calendar]]</u>
-* Calendar
+* <u>[[RM8:Labels|Address Labels]]</u>
-* Address Labels
 ==Lists==
-* Address list
+* <u>[[RM8:List_Reports#Address_List|Address list]]</u>
-* Birthday and Anniversary list
+* <u>[[RM8:List_Reports#Ahnentafel|Ahnentafel]]</u>
-* Correspondence list
+* <u>[[RM8:List_Reports#Birthday_and_Anniversary_List|Birthday and Anniversary list]]</u>
-* Descendant list
+* <u>[[RM8:List_Reports#Descendant_List|Descendant list]]</u>
-* Fact type list
+* <u>[[RM8:List_Reports#Duplicate_List|Duplicate list]]</u>
-* Individual list
+* <u>[[RM8:List_Reports#Fact_List|Fact type list]]</u>
-* Kinship list
+* <u>[[RM8:List_Reports#Individual_List|Individual list]]</u>
-* Marriage list
+* <u>[[RM8:List_Reports#Kinship_List|Kinship list]]</u>
-* Multimedia list
+* <u>[[RM8:List_Reports#LDS_List|LDS list]]</u>
-* Place list
+* <u>[[RM8:List_Reports#Marriage_List|Marriage list]]</u>
-* Repository list
+* <u>[[RM8:List_Reports#Multimedia_List|Multimedia list]]</u>
-* Source list
+* <u>[[RM8:List_Reports#Place_List|Place list]]</u>
-* To-Do list
+* <u>[[RM8:Research_Reports#Repository_List|Repository list]]</u>
-* Timeline list
+* <u>[[RM8:Research_Reports#Source_List|Source list]]</u>
+* <u>[[RM8:Research_Reports#Task_List|Task list]]</u>
+* <u>[[RM8:List_Reports#Timeline_List|Timeline list]]</u>
 ==Sharing data – Transferring data between different programs==
-* Importing files from other programs
+* <u>[[RM8:Importing_Data|Importing files from other programs]]</u>
-* Importing a GEDCOM file
+* <u>[[RM8:Importing_Data|Importing a GEDCOM file]]</u>
-* Creating a GEDCOM file
+* <u>[[RM8:Exporting_Data|Creating a GEDCOM file]]</u>
 ==Tools==
-* Find problems in your data
+* <u>[[RM8:Problem_Search|Find problems in your data]]</u>
-* Date calculator
+* <u>[[RM8:Calculators|Date calculator]]</u>
-* Relationship calculator
+* <u>[[RM8:Calculators#Relationship_Calculator|Relationship calculator]]</u>
-* Soundex calculator
+* <u>[[RM8:Calculators#Soundex_Calculator|Soundex calculator]]</u>
-* Spell checker
+* <u>[[RM8:Search_and_Replace|Search and replace]]</u>
-* Search and replace
+* <u>[[RM8:Counting_Trees|Count trees in database]]</u>
-* Count trees in database
+* <u>[[RM8:DataClean|DataClean]]</u>
-* DataClean
 ==Research Tools==
-* To-Do List
+* <u>[[RM8:Tasks_Page|Task List]]</u>
-* Research Logs
+* <u>[[RM8:Tasks_Page#Folders|Research Logs]]</u>
-* Research Notes Report
+* <u>[[RM8:Research_Reports#Research_Notes|Research Notes Report]]</u>
-* Finding information about counties and states
+* <u>[[RM8:WebTags|Tagging people, sources, etc. to online websites]]</u>
-* Tagging people, sources, etc. to online websites
+* <u>[[RM8:Ancestry_TreeShare|Ancestry TreeShare]]</u>
+* <u>[[RM8:WebHints|WebHints]]</u>
 ==Other features==
-* Publishing your family online
+* <u>[[RM8:Publishing_a_Website|Publishing your family online]]</u>
-* Setting program options
+* <u>[[RM8:Settings_Page|Setting program options]]</u>
-* Merging duplicate people
+* <u>[[RM8:Merging_Duplicate_People|Merging duplicate people]]</u>
 ==LDS Support==
-* Entering LDS information
+* <u>[[RM8:LDS_Features|Entering LDS information]]</u>
-* Printing LDS information
+* <u>[[RM8:List_Reports#LDS_List|Printing LDS information]]</u>
-* Accessing FamilySearch Central
+* <u>[[RM8:FamilySearch_Central|Accessing FamilySearch Central]]</u>
-* Finding Matches on FamilySearch
+* <u>[[RM8:Find_Matches_on_FamilySearch|Finding Matches on FamilySearch]]</u>
-* Viewing and reserving ordinances
+* <u>[[RM8:FamilySearch_Ordinances|Viewing and reserving ordinances]]</u>
-* Copying info between RootsMagic and FamilySearch
+* <u>[[RM8:Share_Data_with_FamilySearch|Copying info between RootsMagic and FamilySearch]]</u>