Learning to Use RootsMagic Research Log

My first 'research logs' were paper based and I was fairly consistent about keeping those records. However, when I started using software to manage my family tree, my diligence in recording what sources I had used began to slip. My software of the time, The Master Genealogist, had the ability to maintain a research log but I incorporated that tool into my research process.

Recently, webinars and blogs that I follow have emphasized the need to maintain an accurate log of sources used. Knowing that I was lacking in this area, I decided to try the tools within RootsMagic to see if I could improve my research process.

I first tried this logging process while on a trip to the Midwest Genealogy Library. I transferred data from my TODO spreadsheet into tasks on RootsMagic.

During my visit to the library, I was able to mark the task completed and transfer it to the Research Log. With the Research Log window open, I then entered the bibliographic information and transcribed data directly into the log.

At the end of the transcription, I noted where the images were stored.

I recently started using the IOS app, iScanner. This app allows me to group all images from a source into one folder. I can export the images as a .pdf file or as individual .jpeg files.

By using the Research Log in this way, it is harder for me to loose track of research notes. Once ready to input the data into RootsMagic, I can just copy/paste the transcription info and attach the .pdf file or individual media files.

Oct 31, 2017 -- This issue has been confirmed by RootsMagic support. Contrary to my theory, they found that the note stuck to the FIRST event. Until the update comes out, the suggest was to transfer these notes one event at a time.