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RootsMagic Blog Toggle navigation Exploring RootsMagic’s Used” Lists March 20, 2024 March 20, 2024 Bruce Buzbee 13 Comments Folks who use RootsMagic know the value of organized and accessible data. One of RootsMagic’s powerful features is what we affectionately call Used Lists,” a tool that simplifies the management of genealogical information. What is a Used” List? Unlike many of the lists within RootsMagic, the used” list isn’t just a single list. They are actually scattered throughout the program. If you’ve ever been looking at a record (citation, media, task, place, etc.) and wondered where that record is being used, then the used” list is for you. But it is more than just a list of all the places a particular record is used. It is also a jumping-off point to view those uses in more detail. Master Lists One of the most useful places to find Used lists is when working with the master lists. For example, let’s say you are looking at the list of sources on the Sources page. Select any source, and you will see the number of places that source is used in the edit panel on the right. Here, the source is used 93 times in this database. If you are interested in where this source is used, just click the button, and RootsMagic will display the used” list for the source. The list will display the date, the type of record using the source, and the name of the person (or record) using the source. At this point, you can simply click the left arrow above the list to return to the source or select any item on the list and use the toolbar buttons above it. Unlink (minus): this will let you unlink the highlighted record from the source. Edit (pencil): this will let you edit the actual record linked to this source. RootsMagic will open the edit screen for the linked person, event, association, or other record. Edit Link (link): this will let you edit the link between the record and the source. This is useful if, for example, the wrong person or fact is linked to the source. You can easily switch to another person or fact. Add Link (plus): Some used lists also allow you to add links to an item. For example, when viewing the used list for a media item, you can link other items directly to the media item without having to go to each person or other record individually. Although our example shows where a source in the master source list is used, the used” list is also available for the following as well: Places: a list of every event which happened in the selected place. Citations: a list of every event, person, or family which references a citation. Media: a list of every record attached to a media item. This could be a person, event, citation, place, task, or other record type. Tasks: a list of every record attached to a task. Addresses: a list of every person, event, or family at a particular address. Repositories: a list of any sources or tasks for the selected repository. Used” Lists When Editing People But used” lists aren’t just for working with the master lists of records. They are also available when editing a person. If you are editing a citation for a person, for example, you can quickly see how many other places that same citation is being used and view the used list for the citation just as easily as from the master lists. The used list is also available when editing an address, media item, or task for a person as well. RootsMagic’s used” lists are more than just a feature; they are an integral part of a genealogist’s workflow. By leveraging these lists, you can streamline your research and ensure data accuracy. Special RootsTech Offer (In-Person and Online) February 27, 2024 February 27, 2024 Michael Booth 3 Comments RootsTech 2024 is the world’s largest in-person and online family history celebration! And we’re offering RootsTech attendees a special discount. Save up to 50% on our software including Personal Historian 3 , Family Atlas , and RootsMagic 9 ! At our booth, take advantage of our special conference pricing. You’ll get RootsMagic for only $20 ! Those who can’t attend RootsTech this year can get the same conference special online by visiting www.NotAtRootsTech.com . The offer is only available through Monday, March 4, at 11:59 pm MST. Save up to 50% off RootsMagic software! RootsTech 2024 is almost here! February 22, 2024 February 22, 2024 Michael Booth It’s almost time for the largest genealogy conference in the world- RootsTech ! It’s being held Thursday, February 29, through Saturday, March 2, 2024, online and in-person at the Salt Palace in Salt Lake City, Utah. We’ve been there from the beginning, and we’re pleased to sponsor this event again in 2024. Attend Online for Free! Register for free for the RootsTech online conference! It only takes 10 seconds, and you will get access to hundreds of class sessions, a virtual expo hall, outstanding keynote addresses, and other unique experiences to help you discover more about your story. Register for RootsTech Online for Free Relatives at RootsTech There is also an improvedRelatives at RootsTech ” feature that lets you see how you’re related to the other RootsTech attendees. Just use RootsMagic to update FamilySearch Family Tree to see how you connect to interested genealogists worldwide. Expo Hall Don’t miss the expo hall, which is the country’s largest gathering place for genealogy products and services. Be sure to visit the RootsMagic booth #1301 (right up front) to meet our staff, ask questions, view demonstrations, and get special discounts on RootsMagic products. Expo Hall hours (subject to change) are: Thursday, February 29, 2024, 9 am–7:30 pm Friday, March 1, 2024, 9 am–6 pm Saturday, March 2, 2024, 9 am–3 pm In-Person RootsMagic 9 Class While the virtual RootsTech is free , the in-person event in Salt Lake City includes: 250+ exclusive sessions only available in-person Access to the world-renowned FamilySearch Library Face-to-face connections with friends and industry experts Plus, if you are attending in person, you can come to a RootsMagic 9 class, taught by the RootsMagician himself, Bruce Buzbee! RootsMagic: Growing a personal tree in a connected world Friday, March 1, 3:00–4:00 pm Salt Palace Convention Center, Room 155 D Join us for a friendly, easy-to-follow guide to starting your very own family tree using RootsMagic. We’ll learn how to grow your personal family tree in today’s connected world using the powerful tools of RootsMagic. We’ll show you how to handle private information about living or unproven family links while connecting your non-sensitive findings with larger family history platforms like FamilySearch and Ancestry. Register for In-Person Event Important: Upgrade to RootsMagic 9 to continue using FamilySearch and Ancestry features December 4, 2023 December 11, 2023 Michael Booth 8 Comments For years, RootsMagic users have enjoyed integration with leading online genealogy services like FamilySearch and Ancestry. This collaboration has let our users search records, synchronize data, and more. RootsMagic has always been at the forefront, staying up to speed with the latest technologies and online services. The Next Step: Introducing OAuth in RootsMagic 9 The latest release of RootsMagic 9 (version 9.1) marks a significant upgrade in how users interact with these online services. Adopting OAuth technologies, this update introduces a new online sign-in system, supporting more sign-in options — including two-factor authentication — ensuring that users’ online data remains secure. Why are Ancestry and FamilySearch making this change? Ancestry and FamilySearch, understanding the importance of data security, will soon discontinue support for the old sign-in methods. The goal is to safeguard user data and provide more flexible account creation and access. It’s a necessary step forward as web technologies advance and security needs become more complex. When this happens, users of RootsMagic 7 and 8 will no longer be able to sign into them ....