RootsMagic 8:Adding Media Items

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Adding Media on Media Page

When you add media on the Media page, it isn't "linked" to any particular person, family, or fact yet, but it becomes available to use (and reuse) when adding media in the Edit Person form.

To add a media item on the Media page:

1. Select the Media page
2. Click the + button above the media list
3. RootsMagic will display the Add media item form

You can enter the following information for the media item:

• Name - the name that RootsMagic will display in the media item List. This name is especially important for when you reuse an existing media item.
• Start date - the date the media item was started (or will start)
• Last edit date - the date the media item was most recently worked on
• End date - the date the media item was completed
• Goal/Details - This is where you can describe the goal of the media item. Clicking this field will slide in the note editor to let you go into as much detail as desired.
• Results - This is where you document the results of the media item. Clicking this field will slide in the note editor to let you go into as much detail as desired.
• Status - the status of the media item. The options are:
  • New
  • In progress
  • Completed
  • On hold
  • Problem
  • Cancelled
• Priority - specify the priority of this media item. 1 is the highest priority, while 9 is the lowest priority
• Ref# - you can enter an optional reference number here. This is solely for your own use.
• Filename - If you have an external file which holds more information about the media item, you can add that filename here to keep it with the media item.
• media item type - lets you specify whether the media item is a research media item, a to-do item, or correspondence

There are other pieces of information (for example, media, sources, repositories) that you may add to the media item once it has been created and saved. These items can't be added until the media item record is actually created in the database since they need to link to the media item record in the file.

Adding Media on Edit Person

When you add a media item on the Edit Person form, it will create the media item, then "link" it to the person, family, or fact that you are currently working on. As you add the media item, RootsMagic will let you either create a new media item or reuse an existing media item.

There are two ways to add a media item on the Edit Person form:

1. Selecting a fact then clicking the "media items" button on the edit panel
2. Clicking the media item column on the fact list

Select Fact and Click media items Button

Highlight the fact you want to add a media item to, then click the media items button on the edit panel on the right side of the form. RootsMagic will display a list of all the media items for that fact.

media items List Panel

To add a new media item, click the "Add media item" button. You can add (or select) the media item exactly the same way as adding a media item to a folder above.

Add media item

Select Existing media item

Click media item Column in Fact List

Clicking the media item column for the fact you want to add a media item actually has 2 different workflows to choose from:

1. Standard workflow
2. Slide-in workflow

Standard media item Workflow

With the standard workflow, this will directly open the list of media items in the edit panel exactly the same as above where you can add or edit media items.

Slide-In media item Workflow

However, RootsMagic offers an optional media item slide-in workflow that you can turn on via the program settings. If you choose to use this slide-in workflow, clicking the media item column in the fact list will slide in the list of media items directly over the fact list, and turn the edit panel into a media item edit panel.

media items

To add a new media item using the slide-in workflow, simply click the + button on the toolbar and add the media item exactly the same as above. When you are finished adding media items, click the < back arrow in the header to return to the edit person fact list.

There are two ways to add new media to an album. First, drag and drop media items directly into the album. And second, click the Add Media button on the album. The first method simply adds the media item(s) to the album, while the second brings up the Add Media Item dialog to select what media you want to add.

In the Add Media Item dialog:

AddMedia

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Media Type - Choose the type of item you will be adding – a photo/image, file, sound clip, or video clip. This controls whether scanning is an option, as well as the file types when selecting the various files. If your file type is not shown, select All files as the file type.

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Media Location - Click the appropriate button to tell RootsMagic how to find the media item:

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Disk - Opens a file dialog to select the item. If you are adding a photo, the file dialog has a preview window.

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After the image is added, the item is displayed in the Media Properties dialog where you can add a caption, description, date, file number and indicate if the item is the Primary item or if it is to be included in the scrapbook.

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Select scanner – Click the "Select scanner" button to tell RootsMagic which scanner on you computer you want to use as the source for the scanned image.

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In the "Select Source" dialog, highlight the scanner you want to use, and click Select. Click Cancel to close the dialog and use the scanner that appeared at the top of the scanner list.

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Scan - Runs your scanner software to scan in a photo or document image. After scanning, you will see a preview of the scanned image in the "Save as" dialog. You can change folders if you want to store the image to a different location than shown. Enter a filename for the new image and click Save, or click Cancel to exit without saving the scanned image.

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After the image is added, the item is displayed in the Media Properties dialog where you can add a caption, description, date, file number and indicate if the item is the Primary item or if it is to be included in the scrapbook.

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Click Cancel to close the dialog without adding an item.

Add image from a gallery

To add an image from the gallery:

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In the Media Album, click the Add from gallery button

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In the Select media item dialog

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Highlight the image you wish to add, and click Select to add the image to the Media Album and close the dialog. Click Cancel to exit without making a selection.