RootsMagic 8:Adding a Source

Navigation: RootsMagic 8 > Working With Sources >

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To add a new source, select the Sources page, then click the + button above the source list. RootsMagic will display the "Add Source" form. The Add Source form is a "wizard" which will step you through adding a new source.

Select Source Type

The first step to adding a new source is selecting the type of source.

Add Source

• The left side of the Select Source Type dialog displays a list of the source types in your database, whether the built-in one or those you have added. As you select items in the list on the left, the information on right side of the dialog will be updated to correspond to the highlighted source type. A star beside a source type indicates that source type is a favorite (more on this below).
• The right side of the Select Source Type dialog will show the name of the source type, any descriptive information, and the cross reference to the respective style guide data for the source type highlighted at the left.
• At the top of the Select Source Type dialog are a group of three buttons.
  • The Star is used to designate a source type as a favorite. Unless you have a favorite source type highlighted, the star is just an outline (as shown above.) Highlight a source type you will be using repeatedly, and click on the star. The star turns gold, and a gold star appears in front of the source type name. Two examples are shown above.
  • Favorites – click this button to see the list of favorite source types you have selected. When there are entries in the list, the bottom item will be Clear favorites. Select this to clear the favorites list.
  • Recent – click this button to see the list of source types you have recently selected. When there are entries in the list, the bottom item will be Clear recent list. Select this to clear the recently used list.
• If you are unsure of the source type you need, you can search the source types for keywords by typing into the search field. As you type, RootsMagic will search the text in the source type name and the description field, and display only those sources that include matching words.

To select a source type, highlight a source type and click Next, or pick a source type from either the Favorites list or the Recent list and the wizard will allow you to enter the source information. If you want to close the form without adding a source, click Cancel.

Free Form Source

Add Source Free Form

Templated Source

To access the Citation Manager window for a person, spouse, a set of parents, or one of the facts

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Open a person’s Edit Person window, and either

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Highlight the person, a spouse, a set of parents, or one of the facts at the left, and click the "Sources" button in the right edit pane, or

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Click the box in the "Sources" column to the right of the person, a spouse, a set of parents, or one of the facts

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From one of the navigation views, highlight a person, then click the Sources icon in the toolbar, and select "Person" (for general sources), "Family" (for family sources) or "Source List" (to see the master source list)

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Open the RootsMagic Explorer, highlight a person, then in the Individual Information pane click the box in the "Sources" column to the right of the person, a spouse, a set of parents, or one of the facts

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Open the RootsMagic Explorer, highlight the person on the left, then, in the Individual Information pane, highlight the person, a spouse, a set of parents, or one of the facts, and click the down arrow (upper right corner) and select the "Sources" button from the drop down list.