Friday, August 17, 2012

Attaching Media to Events or Sources in RootsMagic 5

In my post Help! RootsMagic 5 Media Attachment is Confusing  yesterday, I complained that I was really confused by the process of attaching media to events or sources in RootsMagic 5.  Bruce Buzbee, the developer of RootsMagic, posted a comment almost immediately with a simple four-step process, saying:

1. Open the media album for the person.
2. Highlight the desired item.
3. Click the "Tag media" button on the right side of the screen.
4. Select the person and event to tag.

That works well!  It's simple, it's fast.  It wasn't obvious.  It is covered, to some extent in the "Tagging Media" article in the Help menu.

Here is the process in pictures for the 1910 U.S. census for my grandfather:  Note that this process works if the Media item has already been added to the Media Gallery and is attached to the Person.

1)  Here is the "Edit Person" screen for Frederick Walton Seaver (1876-1942):

2)  The first key move is to click on the "Media" button above the Person's name on the screen above.  The "Media Album" for the Person opens.  The user highlights the Media item of interest (in this case, the 1910 U.S. Census image - you can see the file name in the right-hand panel):

3)  The second key move is to click on the "Tag Media" button at the top of the right-hand panel.  That opens the "Media tag" window.  The user can click the down arrow in the "Tag type" field to see which type s/he wants to use:

The "Tag type" options on the screen above are Person, Family, Event, Source, Citation, Place, Place detail, and Name.

4)  I chose the "Event" type, and then had to choose the Event to attach the Media to:

In the screen above, I chose the 1910 U.S. Census Event.

5)  After clicking "OK" and closing out ("OK") the "Media Album" for the person, the "Edit Person" window now has the Check mark in the "Media" column for the specific Event:

One thing I noticed was that if I looked for a Media item for the Source of the Event (highlight Event > Sources > select Source Citation > Edit  > Media), it wasn't there.

6)  If the Media item is not in the "Media Gallery" already, the user can either add it to the "Media Gallery," or attach it to the person's "Media Album," or click on the "Media" column blank space for the Event and Add it from the file folder location on your computer.  If the latter process is used, it then appears in the "Media Album" for the Person and can be tagged for a Person, Event, Place, etc.

There used to be a "Media" button, in RootsMagic 4, in the right-hand panel of the "Edit Person" window to perform this operation.  RootsMagic 5 moved the "Media" button to the top of the Events and enabled tagging of the Media to the different Tag Types.

So this works very well - there was just the semi-secret process to follow.  Thank you to Bruce for revealing the process to me and my readers!

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Copyright (c) 2012, Randall J. Seaver

1 comment:

Unknown said...

Thanks so much for this post. I find that anywhere I have a media item open, I can tag it for anywhere else (eg the death notice images I had placed with the death sources can be tagged for the person and show in their media column, without redoing anything.)