Mastering RootsMagic Online Genealogy Course

Course starts September 10, 2018

Whether you're relatively new to genealogy research or an experienced family historian, RootsMagic family tree software offers tons of fantastic features that will not only help you store your information but organize and edit your research. This 4-week course will guide you through so you spend less time learning the software and more time researching.

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SKU: R8335

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Virtual Conference Fall 2018


Discover the Bells and Whistles of RootsMagic

In this course, you’ll learn how to take advantage of all the bells and whistles of RootsMagic to make your research easier to find and manage, from adding facts and sources using the extensive set of types, to incorporating media into your tree.

You’ll love Mastering RootsMagic if you:

  • want to use RootsMagic to organize and preserve your family history research
  • want to discover all the tools that make doing your research easier
  • are new to RootsMagic and find the many views overwhelming
  • like step-by-step guidance through the software to ensure you’re not missing a useful feature

In this 4-week course, you'll get step-by-step written lessons on making the most of all RootsMagic has to offer, from creating an ancestor's profile to charts, timelines and reports, to source citations, media storage, protect your research, and how to take advantage of some of the advanced features the software has to offer.

What past attendees have to say about the course:

”Very interesting course and it really jump started my studies in Genealogy!” - Kerry D.

”This class not only answered questions that I had, but it also answered many questions I did not realize that I had.” - Pamela S.

In Mastering RootsMagic, you'll learn:

  • how to get started using RootsMagic
  • step-by-step processes for creating your family tree on RootsMagic
  • different methods for adding people and facts and editing your tree
  • how to add source citations, attach pictures and other media, and more
  • organization tips and tools like creating timelines, charts, reports, and research logs
  • making the most of RootsMagic to create a family website or write your family history

How it Works

Our 4-week courses don’t require you to log on at a certain time of day to access the materials. From the course start date, you’ll be able to log in to view and download your lessons and start interacting on the discussion boards. Your instructor will check in a few times per week to answer all of the questions and provide feedback.

Course Outline

  1. Lesson 1: Getting Started With RootsMagic
    1. RootsMagic Overview
    2. Welcome to RootsMagic
    3. Create a New File
    4. Navigating RootsMagic
      • Navigation
      • The Help Menu
      • Toolbar
      • The View Tabs
      • Sidebar
    5. Set and Change Program Options
      • Display Options
      • Folders
    6. Set and Change File Options
      • General
      • Preparer
      • FamilySearch
      • WebHints Options
  2. Lesson 2: Building Your RootsMagic Tree
    1. Opening RootsMagic Files
    2. Adding and Editing Information
      • Add Person
      • Facts and Events
      • Sources and Citations
      • Notes
      • Photos and Media
      • To-Do List
      • Research Logs
      • WebTags
      • Groups
    3. Deleting Information
    4. Linking and Unlinking People
    5. Shared Events
  3. Lesson 3: Organizing Your RootsMagic Tree
    1. Enhancement Tools
      • Finding Relationships to a person
      • Set Living
      • Color Coding
      • Spell Checking
      • Search and Replace
      • Counting Trees in the Database
      • Finding and Selecting People
    2. Problem Search
      • Problem Alerts
      • “Not a Problem” List
      • Problem Alerts
    3. Merging Duplicate Records
    4. List Maintenance
    5. Reports
      • Types of Reports
      • Formatting Reports
      • Custom Reports
  4. Lesson 4: Making the Most of RootsMagic
    1. DNA Support
    2. Mapping Your Data
    3. County Check Explorer
    4. Managing Databases
      • Backup and Restore
      • Copying information between databases
      • Importing Lists
      • Keeping a research database
      • Using two computers
      • Comparing two RootsMagic Files
      • Using RootsMagic To-Go
    5. Sharing Your Data With Others
      • Creating Books
      • Creating a Family Website
      • Publishing a Shareable CD
    6. RootsMagic Mobile App for iOS and Android

Each lesson also has:

  • Practice items
  • Tips and Tricks for Success
  • Exercises
  • Quiz

Diana Crisman Smith is a professional genealogist, writer, speaker, and teacher. Diana has been researching since childhood and served as a lay librarian at her local Family History Center for more than 20 years. She has written for numerous genealogical publications, including regular columns in the National Genealogical Society News Magazine and the Association of Professional Genealogists' (APG Quarterly). She has been active in numerous organizations, including board positions with the Association of Professional Genealogists, Genealogical Speakers Guild, and the International Society of Family History Writers and Editors.

Additional Info
Additional Info
SKU R8335
Product Type Course
Author/Speaker/Editor Diana Crisman Smith
Runtime 4 weeks
Skill Level Beginner
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