How to Name Sources in RootsMagic 7

by | Apr 9, 2016 | 01 What's New, Source Citation, Trees


How to name sources in RootsMagic 7 is a matter of personal preference. My preference? Simply and consistently!

Helen recently transitioned from Mac Family Tree 7 to RootsMagic 7. She sent me this question about how to name sources in RootsMagic:

“I stripped out all sources from my old file before exporting the GEDCOM because I wanted to start fresh with a consistent system in RootsMagic 7. I have watched their webinars for sourcing and understand the basic how-to. I’d love to hear your strategy for naming your sources… say census records. If the names are too general, then you have a lot of data entry for each incident. But if the name is too specific, your source list gets very long very quickly. Do you add ID numbers to your sources?

Thanks to Helen for the question! Naming your sources in RootsMagic is really a personal preference, so the first rule of thumb is not so much about what you call them, but rather that you do so consistently. If you have a naming convention that you follow that works, having a very long list won’t be as intimidating.

I used to number my sources long ago in my old database software. Actually that software did it automatically which I really liked, mainly because I put that number in the name of the digital file for the corresponding record image. RootsMagic 7 allows us to attach our images, so that is no longer an issue.

Here’s an example of my simple approach to naming sources:

Record type > Year > Surname > First name (head of household)

Example: Census 1940 Moore Jay Bee

This way, all census records are grouped together in the source list. The date gives me a time frame of reference (i.e. it is Jay Bee Moore my grandfather rather than his grandfather), Surname, then head of households first name.

If the source is about Jay Bee himself, it works. The source may also mention his wife Pauline, and his son Ronald, but I don’t need to take up space including all of those name in the file name. I know that if I need a source for where Pauline was in 1940, I would find her under her husband Jay Bee. This mirrors my hard drive organization methodology, which I teach in my Genealogy Gems Premium videos.

What if there’s another related family on the same page of that census? This is where personal preference comes in. I save that same census page to the other family’s surname folder on my computer as well. Yes, it is a duplication (and I rarely duplicate effort), but in this case it works for me and I’m consistent. I find it fits better with my hard drive organization, and saves me time down the road when I’m working with a particular family. I could have named the source “Census 1940 Kings Co CA ED16-20 p6,” which is indeed one single unique page of that census but that just isn’t as helpful to me later for retrieval.

Remember, these are your sources, and you can do with them as you please. You are the only one who will be working with them. Again, I’m sharing a process that works well for me. And I always keep my eyes open for new and better ways to do things like this, but even when I find them, I weigh them against the question, “Do I really want to invest the time in changing this that I would have invested in research?” Usually the answer is “No!” unless my way has a proven flaw that will cause me more grief in the end.

There are lots of other ways to do it out there. You know me, I often turn to Google for answers. If you have a question, chances are someone out there has had it too. Google can help you quickly tap into answers. A Google search of how to name sources in Rootsmagic leads to a web page called Organizing Source Names in RM5. It’s a discussion forum where someone posted a similar question. There are a couple of very viable options offered and great discussion about how to decide what works for you. This is one reason I like and recommend RootsMagic, which is a sponsor of the free Genealogy Gems podcast–because they provide so many helpful tutorials with their software. Another great resource is a blog series by Randy Seaver (click the label “RootsMagic”) on how to enter a new source and create a citation.

More Gems on Family History Software

Keeping Up with Online and Master Family Trees

“Is That Software Expired?” Why I Wouldn’t Use Obsolete Family Tree Maker Software

How to Download and Backup Your Ancestry Data: Why To Keep Your Master Tree at Home

 

 

Destination Yorkshire, England with a Stop in New Jersey

by | Aug 12, 2016 | 01 What's New, Records & databases

This week’s round-up of new and updated genealogical records will begin in the United States with records from Minnesota and New Jersey. Our final destination is Yorkshire, England with the incredible new and updated collections at Findmypast. Baptisms, marriages, banns, and more!
dig these new record collections

United States – New Jersey – Church Records

Ancestry has a new record collection entitled “New Jersey, Episcopal Diocese of Newark Church Records, 1809-1816, 1825-1970.” In this group of records, you will find parish registers from Episcopal churches in the Diocese of Newark. Each register provides a record of the baptisms, marriages, and burials performed at that church. The records are indexed and are easily searchable. Sometimes, these registers include a list of families, persons confirmed, communicants, and details on offerings received by the church. However, these lists of families, communicants, et cetera are not yet indexed.

Baptismal records typically include, the name of the child, parents’ names, baptism date, and the officiator. In many cases the birth date and place are noted as well.

Marriage records include the marriage date, the couple’s names, residences, and the name of the officiator.

Lastly, burial records list the name of the deceased, date of death, date and place of the funeral, and officiating minister. Some funeral records may even include the cause of death and date and place of burial.

United States – New Jersey – State Census

Genealogists are usually well acquainted with the federal censuses taken each decade. Here in the United States, the first was taken in 1790. Many researchers may not know, however, that some states were taking state censuses every ten years on the five’s. For example, New Jersey has a census from 1855.

FamilySearch.org offers free access to all their database collections, including the New Jersey State Census of 1855. Most towns included in the census will only include the names of head-of-households, but the returns for Pequanac Township in Morris County also list the names of the wife and children in each household.

Missing areas in this census include, Burlington, Cape May, Mercer, Middlesex, Ocean, and Salem counties and unfortunately, other areas may be incomplete.

United States – Minnesota – School Records

FamilySearch has also made the Minnesota, Clay County, School Census Records, 1909-1962 available online. School records are a great resource for finding missing children in your family tree.

These records include digital images, but be aware! Some of the records contain many errors with some years incorrectly identified, particularly the 1960’s. Records will typically include the name of the student, the age of the student, and their parents’ or legal guardians’ names.

United States – Military

muster roll genealogy record Yorkshire

Page from Roll 1 1798 Aug-1806 Dec

U.S. Muster Rolls of the Marine Corps, 1798-1937 can now be searched from FamilySearch. These digital images were taken from microfilm rolls at the National Archives. The records are arranged chronologically by month, then by post, station or ship, and are part of Record Group 127 Records of the U.S. Marine Corps. Not all of these muster rolls are complete and some have not yet been indexed. Be sure to check back regularly as more of the records are indexed.

In the meantime, if you do find your targeted ancestor, the following information may be listed:

  • Name of officer or enlisted man
  • Rank and unit in which served
  • Date of enlistment
  • Date of re-enlistment
  • Name of ship
  • Notes regarding promotions, transfers, physical description, etc.

In some cases, muster rolls also contain the following:

  • Injuries or illness and type of treatment
  • Date of death or discharge
  • Date of desertion
  • Date of apprehension
  • Date of court martial
  • Sentence of court-martial

England: Yorkshire Genealogy Records – Baptisms

Findmypast has just added four new collections for Yorkshire England. The Yorkshire Baptism records collection has over 79,000 new records. These new additions cover Church of England parishes across Rotherham, the Roman Catholic parishes of Doncaster, St Peter in Chains, Knaresborough, St Mary, Rotherham, St Bede, Sheffield, St Marie Cathedral, Sheffield, St Vincent and Staveley, and St Joseph. Each record includes a transcript and an image of the original document.

By using the parish location and the parents names, you may be able to continue your search in the next collection.

England: Yorkshire Genealogy Records – Marriages

With over 28,000 new records added to this Findmypast collection, you may finally be able to locate great-grandpa’s marriage record in the Yorkshire Marriages. The record collection actually has over 2.4 million records spanning near 400 years. Because of the time span covering several centuries, information contained on the records may vary. You may find any of the following pieces of information:

  • Name
  • Birth year
  • Marriage date and place
  • Residence
  • Occupation
  • Marital Status
  • Spouse’s name, residence, and occupation
  • Father’s name and Spouse’s father’s name
  • Name of witnesses

England: Yorkshire Genealogy Records – Banns

Findmypast’s collection of Yorkshire Banns has some new additions. Each of the nearly 600,000 records contain both a transcript and an image of the original document. Some information will vary, but may include a name, place of banns, date of banns, marriage year, residence, and the name of their spouse.

These banns cover a very lengthy time span with records as early as the 1600’s through the 1930’s. In this case, a bann of marriage is the public announcement in a Christian parish church of an upcoming marriage. Banns were read on three consecutive Sundays in the church of both the bride and the groom.

England: Yorkshire Genealogy Records – Burials

share celebrate balloonsLastly, Findmypast has been adding to their over 4 million Yorkshire Burials. The records found in this collection record the details of Roman Catholics buried across five parishes in Doncaster, Knaresborough, Rotherham, Sheffield and Staveley. Information found in this collection may include name, age at death, birth year, burial date, and burial place. Each record will contain at least a transcript and some offer a digital image as well.

Thank you for sharing these new genealogy records online with fellow genies and society members! We appreciate you helping us spread the good news.

Didn’t find the records you’ve been pining for? Click here for a Google-based strategy on searching online for genealogy records.

 

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