RootsMagic 8:Adding People

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To add people to your RootsMagic database, you can either:

• Click the plus sign button on the People page toolbar. A menu will allow you to add and individual, spouse, parents, or child. The first option adds an unlinked person to the database.
• Click a person box on the pedigree or family view to add a spouse, child, father, or mother.

Adding an unlinked individual

Click the plus button on the People page toolbar, then select Individual from the menu to add a new unlinked person to the database. This is how you would add the first person to your file.

1. 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/.
   • 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.).
   • 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.
   • 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 Place list for more details on the Place List.
   • Cause of Death – Enter the cause of death if known.
2. Click OK to create the new person, or click Cancel to close the dialog without adding the individual.
3. 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).
4. 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.

Adding a spouse, child, or parents

Add spouse

Choose this command to enter a spouse or unmarried partner for the highlighted 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.

To add a spouse to a person:

1.

Highlight the person you want to add a spouse to on the main screen.

2.

Choose "Add, Spouse" from the main menu, press S, or click the Add button on the toolbar and select "Spouse", or select "Add, Spouse" from the pop-up menu that appears when you right click the mouse. On the dialog that opens, you have these options:

a.

Add NEW person – If you have not entered information for the highlighted person´s spouse already, click this button. A dialog opens, where you can add the individual as described in Add Individual.

b.

Select EXISTING person – If the spouse of the highlighted individual already exists in your database, click this button. A list of everyone in your database will appear where you can choose the highlighted person´s spouse.

c.

Cancel – Click this button if you decide not to add a spouse to the highlighted person.

3.

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).

4.

After adding the spouse or linking the highlighted individual to his or her spouse, you will be asked if you want to add a marriage event for the couple. Fields are provided here to enter the date of the marriage and the place if known. If you know the couple was married (even if you don’t know the date or place) you should add a marriage event by selecting "Add marriage event". If you don’t add a marriage event, RootsMagic will not assume the couple is married. If you are not ready to add a marriage event, select "This couple was not married".

Add child

Choose this command to enter a child for the highlighted person. The child will be added to the couple currently displayed on the screen. If you want to add a child to a different spouse of the highlighted person, you can click the Spouses button in the information area at the top of the screen and select the other spouse first.

To add a child to a person:

1.

Choose "Add, Child" from the main menu, press C, or click the Add button on the toolbar and select "Child", or select "Add, Child" from the pop-up menu that appears when you right click the mouse. On the dialog that opens, you can select which set of parents to add the child to (since a person could have multiple spouses). You can also choose to add the child to a different family than already entered. You have these options for entering the child:

a.

Add NEW child – If you have not entered information for the highlighted person´s child already, click this button. A dialog opens, where you can add the individual as described in Add Individual.

b.

Select EXISTING person – If the child of the highlighted individual already exists in your database, click this button. A list of everyone in your database will appear where you can choose the highlighted person´s child.

c.

Cancel – Click this button if you decide not to add a child to the highlighted person.

2.

If you continue adding a child, 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, 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).

3.

After you have added the child to the database, a list of the children in the family will be displayed and you will be asked if you want to add another child to this family. Select Yes to enter another child for the family, or select No to finish adding children.

4.

If more than one child is entered for a family, a dialog will appear where you can rearrange the children into the proper birth order by dragging a child and dropping the child into the respective position among the siblings, using the Move Up or Move Down buttons, letting RootsMagic sort the children by birth date.

Add parents

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Add parents

Choose this command to enter a parent (or parents) for the highlighted person.

To add parents to the highlighted person:

1.

Choose "Add, Parents" from the main menu, press P, or click the Add button on the toolbar and select "Parents", or select "Add, Parents" from the pop-up menu that appears when you right click the mouse. On the Add a Person dialog that opens, you have these options:

a.

Add NEW person – If you have not entered information for the highlighted person´s father or mother already, click this button. A dialog opens, where you can add the individual as described in Add Individual.

b.

Select EXISTING person – If the parent of the highlighted individual already exists in your database, click this button. A list of everyone in your database will appear where you can choose the highlighted person´s parent.

c.

Cancel – Click this button if you decide not to add a parent to the highlighted person. This is also useful if you only know one of the parents.

2.

If you continue adding a parent, 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 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).

3.

After adding the parents, you will be asked if you want to add a marriage event for the parents. If you know they were married (even if you don’t know the date or place) you should add a marriage event. If you don’t add a marriage event, RootsMagic will not assume the parents are married.

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.

After the parents are added, you will be able to set the relationship between the child and the parents in the Edit person window, it it is other than the default Birth relationship. To change the parental relationship:

1.

Select the set of parents in the left column to display the Parents.

2.

In the right live edit pane, click the down arrow beside the relationship for the father or mother and select.

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..

There are two ways you can customize this form. The first is through the Edit Fact Type, where you can enable fact fields not currently selected, such as the description field. Click the checkbox beside the respective field to enable (or disable) that field, revise the sentence template(s) to add (or remove) the field and click OK to save the changes or Cancel to discard the changes.

Customize this form

The second method is 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.

o

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.

o

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.

o

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.

o

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.

Possible duplicates

Possible Duplicates

When you add a new person, RootsMagic checks when you click OK to see if there is a match between name of the new person and the names of those already in the database (as long as Check for duplicates when adding people is not disabled.) If there are possible duplicates, the Possible Duplicates dialog opens, asking "Is the person already in your file?"

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:

o

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.

o

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.