Saturday, August 5, 2017

Sorting Saturday: Happily Testing RootsMagic

During the IAJGS Conference last week, I had the opportunity to learn more about gen software that actually, for real, synchs with Ancestry, including downloading media (such as photos and documents attached to individuals).

Yes, I do have an existing gen program, but it's got every bell and whistle on the planet except synching, which wasn't available four years ago when I bought that old software.

Meanwhile, during my Genealogy Go-Over, I've been building my Ancestry trees and "sharing trees" with close cousins, so I have access to their names/photos/documents. I like the convenience of adding somebody else's photo of great uncle Moe to my Ancestry tree with one click. I'm accustomed to the Ancestry interface and navigating the site in search of more clues.

Now I wanted to be able to download all of that to my Mac with no rigamarole. So I plunked down cash to buy RootsMagic 7 at the conference special price last week.

Success! Granted, the interface doesn't look at all fancy (see an excerpt, above). Still, it gets the job done, has useful features that help me manage my people and trees, and it's fairly user-friendly.

Best of all, my attachments were easily downloaded along with every tree (see the purple oval marking the "media" tab). I can browse them, open, do whatever I want. Yay!

By the way, trees that were "shared" with me by other Ancestry users could also be downloaded by RootsMagic. That was a bonus I didn't expect.

I'm still testing all the features, and I'm very happy so far with the experience. Simply being able to vacuum up all my Ancestry trees to have on my home Mac forever was worth the money, no matter what else I use the software for.

Going forward, I'll continue to build my trees using Ancestry, and then synch using RootsMagic. It's just easier for me, it allows cousins to immediately see the latest info I've gathered, and I gain peace of mind that my Ancestry data will be duplicated on my own Mac.

Of course, I've also backed up the RootsMagic trees on an external hard drive for extra security. Can't have too many backups!

Update: After nearly 3 weeks of use, I'm still delighted at the ability to quickly and conveniently synch with Ancestry trees. After each synch I can view all changes to each tree in RootsMagic if I choose, a handy feature. Still need to test reporting mechanisms. More on that soon.

2 comments:

Teresa Eckford said...

I too am loving RM's TreeShare. It's amazing to have all the sources on my computer now, after years of tediously downloading them one by one. And I like the control I have over accepting/adding changes.

As for the basic interface, that's one of the reasons I love RM so much. I use the Windows version and really appreciate the clean, no muss, no fuss, UI.

Now if we could just get more Canadian based source templates, RM would be perfect!

Marian B. Wood said...

Teresa, I completely agree with you about having control over any changes. And I agree that the interface is basic but clean and straightforward. Just gets the job done, which is what I wanted. Thanks for reading and commenting!