I'm exploring the new features in RootsMagic 5, which was released on Monday. This series started yesterday with Exploring RootsMagic 5 - Post 1: The View Screens.
Today, I want to demonstrate how to get to and populate a Research Log using the new Research Manager feature.
1) When a user is in the "Edit Person" screen, the buttons for "Note" and "Sources" are still in the right-hand column. The menu button line above the person's name still has the "Add a Fact," "Delete Fact," "Options," "Address," and "Media" buttons. The "To-Do" button and "Research Log" buttons have been added to this line. When a Fact is highlighted, there are no "Media" or "To-Do" buttons in the right-hand panel.
I wanted to create a Research Log for my research on William Knapp (1775-1856) and his parents (whose names are not known). Here is the "Edit Person" screen with the "Research Log" button highlighted:
2) I clicked on the "Research Log" button, and saw the "Research Manager" screen. The buttons on this screen are to "Add research log," "Edit research log," "Delete research log" and "Print."
3) I wanted to create a Research Log for William Knapp, so I clicked on "Add research log" button and saw the "Research Log" screen:
The fields on this form are for "Name for this Research Log," "Who or What is this log for?" and the name of the General, Person, Family, Event or Place (user's choice), "What is the objective of this research log?" and then there are three buttons for the bottom of the screen - "Add research item," "Edit research item," and "Delete research item." I filled in the top of the form in the screen above.
4) I wanted to populate the Research Item list, so I clicked on the "Add Research item" button and this "Research Log Entry" form opened:
The form fields include "Date of your search," "Reference number," "What were you trying to find?," "What source did you check?," "Where did you check (repository and call #)?," and " What were the results of your search?" I filled in the fields for the first item in my research log for William Knapp (based on the entries in my handwritten log in my Knapp surname notebook).
5) After about two hours, I had added 45 entries to my research log by adding research items one by one to the list:
I could highlight any research log item and click on "Edit research item" at any time (or double-click an item) to change or add content to the research item.
6) When I was done, I clicked on the "OK" button and was back to the "Research Log" form with the name of my log shown in the left-hand column and the research log item entries in a table format on the right side of the form in several columns:
7) I wanted to print this Research Log so that I could add it to my Knapp surname notebook, so I clicked on the "Print" button on the "Research Log" screen. I could choose which items to include in the Research Log table. The printed form looks like this:
2 DESC William Knapp and parents
2 NOTE Collect all evidence relating to the life of William Knapp (1775-1856), i
3 CONC ncluding vital, census, newspaper, military, and other records.
3 CONT Collect evidence of William Knapp's parents.
3 DATE FEB 1988
3 GOAL Parents of Sarah (Knapp) Auble, wife of David Auble
3 SOUR Betty (Carringer) Seaver Family Papers
3 RSLT David Auble obituary and Catherine Knapp obituary indicates that David'
4 CONC s in-laws and Catherine's parents were William Knapp and Sarah Cutter.
The "What's New in RootsMagic 5 Webinar" from 29 November is now available to watch, for free, at http://www.rootsmagic.com/Webinars/. Bruce Buzbee goes through all of the new features in this webinar. I commend it to your viewing if you want to see how all of the new features work.
Disclosure: I have received free software and other gifts previously from RootsMagic at conferences, but I purchased RootsMagic 5as an upgrade. I was not paid to provide this review.