Wednesday, August 1, 2018

Creating a List of Burials in a Specific Cemetery Using RootsMagic

I moderated the RootsMagic User Group (RMUG) of the San Diego Genealogical Society (SDGS) last Saturday (we meet the 4th Saturday of each month at the San Diego FamilySearch Library in Mission Valley (4195 Camino del Rio South) at 10:30 a.m.) and, once again, learned something about the capabilities of RootsMagic.

Have you ever wanted to create a list of persons in your RootsMagic database who are buried in a specific cemetery?  Or a list of persons who were born in a specific town?  Or a list of persons who were enumerated in a specific census?  The list of possibilities is endless, I think.

I wanted to determine which persons in my RootsMagic database are buried in Evergreen Cemetery in Leominster, Massachusetts.  I have used the burial place as "Leominster, Worcester, Massachusetts, United States" in my database, and the burial place details as "Evergreen Cemetery."

My colleagues at the RMUG suggested that we look at the RootsMagic blog post titled Tip: Planning a Cemetery Visit by Michael Booth, posted 22 May 2014.  The RootsMagic Help article for "Individual Lists" is also helpful.

Here is the process I used:

1)  In the Reports menu, click on "Print a Report" and scroll down to "Individual List:"

2)  I clicked on the "Individual List" item and the "Report Settings" screen came up.  On the dropdown menu for "People to include." I selected "Select from list:"

3)  After clicking on "Select from list," the "Select People" screen opened, and I clicked on the "Mark group" button:

4)  I clicked on the "Select people by data fields" item and that opened the "Search for information" screen:

On the screen above, there are six rows of criteria to create the list of persons.  In the first row, The second column is for the Fact type - for my list I chose "Burial" from the dropdown list.  The third column is for the record field - I chose "place" from the dropdown list.  The fourth column is for the type of match - I chose "Contains" from the dropdown list.  In the 5th column, I typed in the word "leominster."  The first row then reads:

"Burial place contains leominster."

I did the same type of operation for the second row so it read:

"Burial place detail contains evergreen."

I had to do the first row so as to eliminate any other town with an Evergreen Cemetery, and I had to do the second row so as to eliminate any other Leominster cemetery.

5)  When I was done, I clicked "OK" on the screen above, and the program counted up the number of persons that matched my search criteria.  There were 84:

6)  Now I want to print the list out.  I clicked "OK" twice, and was back to the "Individual List" screen.  I clicked on the "Facts (events) for each person" and the "Print place details" boxes:

7)  I'm ready to create the List, so I clicked the "Generate Report" button on the screen above.  The list appeared:

There are 27 pages of persons for this list.  I could save it to my computer as an RTF or PDF file, or I could print it out. 

As constituted above, the report includes all of the Facts (events) for each person.  If I had not clicked the "Include facts (events) for each person" box in step 6, the list would be only for names of the persons that met the search criteria.

This specific process is not simple.  A similar report can be created with a "Custom Report" but I don't know how to do that at this time.

I think I've done this before, but I forgot how to do it.  I think I could accomplish the task by creating a Group of persons buried in a specific cemetery, but I haven't done that either.

Obviously, a user could do a similar task for births, or deaths, or marriages, or some other fact, in a certain place.


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Diane Gould Hall said...

I use similar options in Legacy to create these types of lists Randy. Very handy prior to a genealogy trip.

Jill Morelli said...


Thank you for going into such great detail on this report. I knew this type of report (variables, using and/or) had to be someplace in RM. I do place searches regularly as I have very unique place names that can easily be identified.

I think there is an easier way to do a place search, especially if you want a list of people that had ANY event that occurred in that place. I like the report "Who Was There List". on the report, and fill in your place name and a year range (I use 1700-1940 to capture them all), hit the OK button and---ta dah!

You don't get all events of that person but you get the ones that contain the place name.

Have a great day in sunny CA and say "Hi" to Linda!


Lisa S. Gorrell said...

This was a very timely post, Randy. Although I didn't need a list of places, I wanted to find the people in my database who were over 95 when they died. Your explanation helped me create that report. I find the report creating to be a challenge in RootsMagic because I don't do it very often and forget how to do it.