User's Manual for My Roots

Version 4.0

For Palm OS®

 

Note: This manual assumes that you have a working knowledge of the Palm OS®, including launching applications, using menus, using categories, etc. Please see the documentation that came with your handheld for help with these types of questions.

Please consult the My Roots FAQ for any questions you might have before emailing technical support.


Table of Contents


Installing My Roots

My Roots is actually made up of two components:

The My Roots handheld application comes in a .zip file. You'll need to extract all of the files in the .zip file, and install two of them:

onto your handheld. Then run My Roots, select Register from the menu, and enter your registration code at the Registration screen. This will convert the trial version into the registered version. For complete details, please see the Getting Started document. A copy of this document is included in the .zip file, and can also be found on our website in English, German, and French.

To install the My Roots Conversion Utility desktop application:

To run the My Roots Conversion Utility desktop application:


Using the My Roots Handheld Application

The following sections contain detailed information on using the My Roots handheld application.

Entering the My Roots Application

When you select My Roots from the applications launcher, the first screen you see depends on how many databases you currently have in your handheld's memory:

Note:  If your handheld runs Palm OS® version 5 or later, My Roots provides support for:

See your handheld's documentation for instructions on switching between these modes. When the screen is maximized, My Roots uses the extra space available to display additional data. All screens in this manual are shown minimized in portrait mode.

List of Databases

What is Displayed

The list shows the name of each database you have, along with an approximate size of the database and the number of people it contains.

If your handheld has an expansion slot and you currently have a memory card inserted, a popup trigger will be displayed in the top right corner. If the trigger says Handheld, the databases listed are those contained in your handheld's memory. If the trigger says the name of your expansion card, the databases listed are those contained on the expansion card.

Functions Available at this Screen

Tapping the New button will let you create a new database. If the trigger in the top right corner says the name of an expansion card, the new database will be created on that card. Otherwise (or if the trigger is not displayed), the database will be created in your handheld's memory.

Next to the New button is the database function trigger, which is initially set to Open. The function name on this trigger indicates what will happen if you tap on a database name. Tapping the trigger pops up a list of the following available functions:

Additional functions are available on menus:

The Options menu contains the following items:

Move Database

This screen lets you move a database that is in memory to an expansion card, or a database that is on an expansion card into memory. This function is only available if your handheld has an expansion slot and you currently have a memory card inserted.

Tapping the Move button will move the database. Tapping the Cancel button will return you to the List of Databases screen. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Move button.

If the Make a copy box is checked, the original database is NOT deleted after being copied. Due to a Palm OS® restriction, if you have a database on the expansion card with the same name as a database in memory, you will not be able to open the database on your expansion card.

Opening and closing a database stored on an expansion card will be slower than the same operation for one stored in memory. This will be especially true for large databases. If you are moving or copying a large database, a small clock will be displayed near the bottom of the screen while the function executes.

Only databases located in main memory can be exported to a GED file. See the section on using the Conversion Utility for more information. In addition, the Palm OS® automatically creates backups of databases only if they are stored in main memory.

Please note that the size of a database might vary depending on whether it is located in memory or on an expansion card.

List of People

What is Displayed

This list shows all people in the current category. When My Roots displays a database, the category that was selected the last time it was used is automatically selected. For each person, the birth and death dates are displayed if they are known (???? is displayed if the year is not known). If the person has a note, the note icon appears to the right.

If your handheld can display colors, men's names are printed in blue, women's names are printed in red, and the names of people whose sex is not known are printed in black. Approximate dates are displayed in green.

If there are currently any active filters, the Filter selector is colored in. Tapping the Filter selector will let you set up filters for this database. See Filtering for more information. If there are any active filters, they can all be cleared by tapping the Filter selector and sliding the stylus off the selector before lifting the stylus, as if you were wiping them away.

The popup trigger to the right of the Filter selector displays the field on which the database is currently sorted. Tapping this trigger displays a popup menu which contains:

If the list is sorted by name, people with identical names are listed in order by their birth dates.

If the list is sorted by birth year, people with known birth years are listed first, followed by people whose birth years are not known. If the list is sorted by death year, people with known death years are listed first, followed by people who are known to be dead but have unknown death years, and finally people who are still alive.

In the bottom right corner of the screen, you are shown the number of people currently displayed.

Scrolling

If there are more people than will fit on the screen, you can scroll through this list in the following ways:

As you drag the scroll bar, the contents of the list are updated as you go, making it much easier to locate a specific person.

Functions Available at this Screen

What happens when you tap on a person's name or birth/death dates depends on the "Start view" setting on the Preferences screen:

If a note icon is displayed next to a name, tapping it will let you edit the notes for that person at the Edit Notes screen. If a note icon is not displayed, you can tap in that column to create a new note.

Tapping the New button will let you create a new person at the New Person screen. Tapping the Done button will return you to the List of Databases. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button.

Additional functions are available on menus:

The Records menu contains the following items:

The Options menu contains the following items:

New Person

This screen lets you add a new person to the database. If you got to this screen via the Add Child or Add Sibling function, the Surname field will default to the father's surname, if the father is known.

The "next field" and "previous field" Graffiti strokes will move you from field to field as they do in the Address Book application. See your handheld's manual for more information. If you are using a keyboard to enter data, the TAB key will also move you between fields on this and other input screens.

The ? pushbutton for the sex is used for a person whose sex is not known. If you are at this screen to create a new person for a role in an event, and the role requires a specific sex (e.g., the Wife in a Marriage event), the sex will automatically be set to the correct value.

See Date Types for information about the date types supported by My Roots. The date fields and separators that are displayed depend on the date format you have selected in the Palm OS® Prefs application.

Tapping the Edit selector will let you enter a location for the person's birth of up to 120 characters.

Tapping the Done button will save the new person and return you to the List of People. Tapping the Edit button will save the new person and immediately display the Person Detail screen. Tapping the Cancel button will discard this information and return you to the List of People. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button.

Additional functions are available on menus:

The Edit menu contains the standard editing functions: Undo, Cut, Copy, Paste, Select All, Keyboard, and Graffiti Help.

The Options menu contains the following items:

Person Detail

What is Displayed

The person's name is displayed at the top. If the person's father and mother are known, their names are displayed as well. As much of each name is displayed as will fit on that line. The person's sex is also displayed, as is the person's category in the top right corner.

Tap the name to view or edit  the current person's full name at the Edit Name screen.

The word "Siblings:" followed by the number of siblings is also displayed. Anybody (other than the current person) who shares one or both parents will appear on the siblings list, including adopted siblings. Setting or clearing parental links will update the siblings list.

If the person has an associated note, the note icon will appear to the right of the siblings information.

Below this information, the screen displays a table containing either events, facts, or siblings. To switch between these three modes, tap on the "E/F/S" pushbuttons near the bottom right corner of the screen. The display always starts in Event mode. In all modes, tapping on the New button will create a new item to be displayed in the table. The following describes what is displayed in the table in each mode.

Event Mode

A list of the person's events (e.g., birth, marriage, children, etc.) is displayed. For each event, the event abbreviation (e.g., "Born", "Marr", etc.) is displayed, along with the date of the event, if known. The format in which dates are displayed depends on the date format you have selected in the Palm OS® Prefs application. See Date Types for information about the date types supported by My Roots. If the event is linked to at least one person (e.g., in a marriage event, the spouse is the linked person), that person's name is displayed. If there are no known linked people, the location of the event is displayed, if known. At the right edge, the note icon is displayed if there is a note for this event. The first image in this section is an example of what is displayed in Event mode. Tapping on an event abbreviation or date will display the Event Detail screen for the event on that row. Tapping on an event location will edit that location.

Fact Mode

A list of the person's facts (e.g., description, education, occupation, etc.) is displayed. For each fact, the fact abbreviation (e.g., "Dscr", "Educ", "Occu") is displayed, along with the value associated with the fact. This example shows that Abraham Lincoln's first occupation was Lawyer. Tapping on a fact abbreviation or value will display the Fact Detail screen for the fact on that row.

 

Sibling Mode

A list of the person's siblings is displayed. The first column displays one of the following:

The second column shows the birth or adoption date of the person, and the third column shows the person's name. Tapping on any column will display the Person Detail for the sibling in that row.

If your handheld can display colors, men's names are printed in blue, women's names are printed in red, and the names of people whose sex is not known are printed in black. Approximate dates are displayed in green.

If this person is newly created, or has been "Marked As Changed", a boldface letter C is displayed near the lower right corner. See Tracking Changes for more information. If you want to clear a "changed" flag you have set by mistake, simply tap on the C indicator.

If you have a large database, a progress bar will be displayed near the bottom of the screen while My Roots searches for the current person's events, facts, and siblings.

Scrolling

If there are more items than will fit on the screen, you can scroll through this list in the following ways:

Functions Available at this Screen

Tapping any other person's name will save any changes you've made and then display the Person Detail screen for that person. This applies to:

Tapping the Done button will return you to the List of People. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button. Tapping the note or source icon (to the right of the sibling information) will edit the person's notes and source citations.

Tapping an event or fact's note icon in the table will let you edit the notes for the item at the Edit Notes screen.

If the person's father or mother is not known, the word Select will be displayed instead of his or her name. Tapping on Select will display the Select Person screen, at which you can choose or create the parent.

 

 

 

If you need to change a person's father or mother (e.g., if you've it set to the wrong person), tapping Father or Mother will pop up a menu, which contains:

You can change a person's category by using the popup trigger in the top right corner of the screen.

Additional functions are available on menus:

The Records menu contains the following items:

The Options menu contains the following items:

Event Detail

This screen edits a new or existing event.

If this is a new event, or an existing event without a location, an Edit selector is displayed for the location. If an existing event has a location, as much of it as will fit is displayed. Tapping the Edit selector will let you enter a location for the event of up to 120 characters. Tapping on an existing event location will edit the location.

Tapping the Done button will return you to the Person Detail screen in Event mode. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button. Tapping the Sources button or source icon will let you edit this event's source citations. Tapping the Notes button or note icon will let you edit this event's notes.

If the event is a saved marriage event, the Add Child button is displayed, and will allow you to quickly create a new child, whose parents are the husband and wife in the marriage event, at the New Person screen.

Additional functions are available on menus:

The Record menu contains the following items:

The Edit menu contains the standard editing functions: Undo, Cut, Copy, Paste, Select All, Keyboard, and Graffiti Help.

The Options menu contains the following items:

Fact Detail

This screen edits a new or existing fact.

If this is a new fact, or an existing fact without a value, an Edit selector is displayed for the value. If an existing fact has a value, as much of it as will fit is displayed. Tapping the Edit selector will let you enter a value for the fact. The maximum length of the value depends on the fact type, as shown in the Fact Types section. Tapping on an existing fact value will edit the value.

If this is a new fact, or an existing fact without a location, an Edit selector is displayed for the location. If an existing fact has a location, as much of it as will fit is displayed. Tapping the Edit selector will let you enter a location for the fact of up to 120 characters. Tapping on an existing fact location will edit the location.

Tapping the Done button will return you to the Person Detail screen in Fact mode. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button. Tapping the Sources button or source icon will let you edit this event's source citations. Tapping the Notes button or note icon will let you edit this event's notes.

Additional functions are available on menus:

The Record menu contains the following items:

The Edit menu contains the standard editing functions: Undo, Cut, Copy, Paste, Select All, Keyboard, and Graffiti Help.

The Options menu contains the following items:

Family Group

What is Displayed

This screen consists of three sections. The top section contains information about the two people whose family group is being displayed. The left side shows the male, and the right side shows the female. For each one, the following information is displayed:

Tapping on a name displays the Person Detail screen for that person. Selecting a spouse from the popup list will update the display to show information for the current person and the newly selected spouse. Please note that although the word "spouse" is used here, it does not necessarily mean that the two people were ever married. For example, a couple who were engaged but never married are still considered a family, as are a couple who had children but never married. Tapping on an up arrow updates the display to show that person's parents' family group.

The middle section of the screen contains family events (e.g., engagement, marriage, divorce, etc.) Tapping on an event abbreviation or date will display the Event Detail screen. Tapping on an event location will edit that location. Tapping on a note icon will edit that event's note.

The bottom section of the screen contains the couple's children, both biological and adopted. The first column contains the child's name, and the second column contains the child's birth or adoption date. Tapping on the name updates the display to show that child's family group. Tapping on the date will display the Event Detail screen for the child's birth or adoption event.

Tapping the Done button will return you to the List of People. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button. Tapping the Add Event button will let you create a new family event for the current family. Tapping the Add Child button will let you create a new person whose parents are automatically set to the current couple.

Additional functions are available on menus:

The Options menu contains the following items:

Select Person

This screen lets you select a person as someone's parent or as one who fulfills a specific role in an event. For example, in a marriage event, the role of Wife. People in this list appear in the same order as they do in the List of People.

If the person you wish to select is not in the database, you can tap the New button, and you will be taken to the New Person screen. Once the new person has been created, simply tap the name to select that person.

Scrolling

If there are more people than will fit on the screen, you can scroll through this list in the following ways:

As you drag the scroll bar, the contents of the list are updated as you go, making it much easier to locate a specific person.

Additional functions are available on menus:

The Records menu contains the following items:

The Options menu contains the following items:

Find Person

This screen, invoked from the menus on the List of People and Select Person screens, lets you quickly find any individual in your family tree. This is especially useful for people with very large databases. You must enter at least the first letter of the person's surname. If you wish to enter one or more letters of the person's given name, you must enter the entire surname. When you tap the Done button, the list being displayed is scrolled to the first person who matches the criteria. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button. This search is not case sensitive (i.e., "Smith", "smith", and "SMITH" are all considered to be the same).

This function will execute much faster if all of the following are true:

Additional functions are available on menus:

The Edit menu contains the standard editing functions: Undo, Cut, Copy, Paste, Select All, Keyboard, and Graffiti Help.

Filtering

My Roots offers three types of filtering:

All three types of filters are displayed at the List of Filters screen.

The All and Living selector controls the first type of filter. The default is to display all people. If you tap on Living, only those people who do NOT have a death event are displayed when you return to the List of People. For this function to be truly useful, you should create a death event for all people known to be deceased, even if the date of death is not known.

The field-based and "Marked As Changed" filters are set up at the Edit Filter screen. Tapping the Set button (or tapping the name of the field of an existing filter) will display that screen. Up to 3 such filters can be in effect at one time.

Tapping the Done button returns you to the List of People. Only those people who match ALL of the current filters will appear in the list. If this is a large database, a progress bar will be displayed near the bottom of the screen while the filters are applied to the data. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button.

Filters stay in effect until they are cleared. Filters can be cleared in the following ways:

Additional functions are available on menus:

The Options menu contains the following items:

Edit Filter

There are two types of field-based filtering:

The following are the fields for which string type filtering is available:

For string type filtering, the following types of matching are available:

String comparisons allow you to enter a string to match of up to 20 characters, and are not case-sensitive. The "Any Location" filter checks ALL of a person's events and facts for a match. If any of them match the given value, the person passes the filter. Since all of a person's events and facts have to be checked, using this filter will be slower than the others.

The following are the fields for which date type filtering is available:

For date type filtering, the following types of matching are available:

Date comparisons allow you to enter a year of up to 4 digits.

Date comparisons are complicated by the use of the date modifiers. My Roots includes only those events whose dates are KNOWN to match the filter criteria. For example, if a filter specifies a date before 1900, an event whose date is after 1890 will NOT be included, since an event after 1890 may or may not have been before 1900. On the other hand, an event whose date is before 1890 WILL be included, because it is definitely before 1900. Since it is never possible to be sure about an event whose date is About, Estimated, or Calculated to be a certain year, those events are NEVER included in a filter on that date. Dates whose events are Between/And or From/To two known dates, are included only if the entire range meets the criteria. For example, if the filter is before 1900, an event Between 1890 And 1900 would be included, but an event From 1895 To 1905 would not be included.

Filtering based on "Marked As Changed" lets you quickly display only those people who:

You can also display only those people who have not been Marked As Changed.

Tapping on the Done button will save the filter and return you to the Filter screen. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button. Tapping on the Cancel button will return you to the Filter screen without saving your changes.

Additional functions are available on menus:

The Edit menu contains the standard editing functions: Undo, Cut, Copy, Paste, Select All, Keyboard, and Graffiti Help.

Ancestor Trees

An Ancestor Tree displays a given person's ancestors.

For each person, the birth and death dates are displayed if they are known. Each prior generation is indented from the subsequent one for easy visibility. In this example, Abraham Lincoln's parents are Thomas Lincoln and Nancy Hanks. Since they are at the same level of indentation, they are the parents. Abraham Lincoln's 4 grandparents (Abraham Lincoln, Bethsheba Herring, Joseph Hanks, and Nancy Shipley) are indented another level. For a given person, up to 3 generations of ancestors are displayed, if they are known.

Tapping on a name will display an ancestors tree for that person.

If your handheld can display colors, men's names are printed in blue, women's names are printed in red, and the names of people whose sex is not known are printed in black. Approximate dates are displayed in green.

Tapping the Done button will return you to the Person Detail screen for the person whose ancestors are listed. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button. Tapping on a range of dates will return you to the Person Detail screen for that person. Tapping the Descendants button will display a  Descendants Tree for the current person.

Additional functions are available on menus:

The Options menu contains the following items:

Descendant Trees

A Descendants Tree displays a given person's descendants.

For each person, the birth and death dates are displayed if they are known. Each subsequent generation is indented from the prior one for easy visibility. In this example, Thomas Lincoln's 3 children are Sarah, Abraham,  and Thomas. Since they are at the same level of indentation, they are siblings. Abraham Lincoln's 4 children (Robert, Edward, William, and Thomas) are indented another level. Siblings are listed by the order of their birth. For a given person, up to 3 generations of descendants are displayed, if they are known. At most 100 descendants can be displayed.

In the top right corner, 3 pushbuttons display the number of descendants at each generation. In this example, Thomas Lincoln has 3 children, 4 grandchildren, and 0 great-grandchildren. Tapping on a pushbutton will display only that generation or higher. In this example, tapping on "3" would display only the 3 children in the first generation.

Tapping on a name will display a descendants tree for that person. Tapping the Father or Mother button will display a descendants tree for the current person's father or mother. Each of these buttons is displayed only if the parent is known.

If your handheld can display colors, men's names are printed in blue, women's names are printed in red, and the names of people whose sex is not known are printed in black. Approximate dates are displayed in green.

Tapping the Done button will return you to the Person Detail screen for the person whose descendants are listed. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button. Tapping on a range of dates will return you to the Person Detail screen for that person. Tapping the Ancestor button will display an Ancestor Tree for the current person.

Additional functions are available on menus:

The Options menu contains the following items:

Relationship Calculator

This screen is used to calculate the relationship between two people. This example shows the relationship between Abraham Lincoln and Benjamin Tallman. In order to get to this screen, you would:

At the top, a textual description of the relationship is displayed. Below that is shown a graphical representation of the relationship. This is much easier to understand, and more informative, because it shows the people through which they are related. In this example, we see that Abraham Lincoln is a great-great-grandson of Mordecai Lincoln and Hannah Salter. Since Benjamin Tallman is a grandson of theirs, the relationship between Abraham Lincoln and Benjamin Tallman is 1st Cousin, 2 times removed.

The relationship calculator searches up to 10 generations to find a relationship, and will find only blood relatives. If the generations that need to be displayed cannot fit on one screen, scrollers are shown in the bottom right corner.

The following table shows the possible results of a relationship calculation:

Relationship Type Textual Description
Direct ancestor
  • Father or Mother
  • Grandfather or Grandmother
  • Great-grandfather or Great-Grandmother
  • N-g Great-grandfather or N-g Great-grandmother
Direct descendant
  • Son or Daughter
  • Grandson or Granddaughter
  • Great-grandson or Great-granddaughter
  • N-g Great-grandson or N-g Great-granddaughter
Cousin
  • Cousin
  • Nth Cousin
  • Nth Cousin once removed
  • Nth Cousin M times removed
Uncle / Aunt
  • Uncle or Aunt
  • Granduncle or Grandaunt
  • Great-granduncle or Great-grandaunt
  • N-g Great-granduncle or N-g Great-grandaunt
Nephew / Niece
  • Nephew or Niece
  • Grandnephew or Grandniece
  • Great-grandnephew or Great-grandniece
  • N-g Great-grandnephew or N-g Great-grandniece
None No relationship within 10 generations

Tapping on the Done button returns you to the previous screen. Tapping on the To... button allows you to pick a new person with which to calculate a relationship. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button.

Additional functions are available on menus:

The Options menu contains the following items:

Creating a New Event

An event is anything that happens to a person that you want to record. This includes common event types (e.g., birth, marriage, death, etc., listed in Built-In Events) and custom event types that you define yourself (see Custom Event Types). You create an event from the Person Detail screen by tapping the New button. This will bring up a list of event types.

You can select another event category by using the popup trigger in the top right corner of the screen. Simply tap the name of the event you wish to create, or tap the Cancel button to go back to the Person Detail screen.

 

Once you've selected an event type, the Edit Event screen is displayed.

For all events, you can enter the date and location of the event. The date fields and separators that are displayed depend on the date format you have selected in the Palm OS® Prefs application. See Date Types for information about the date types supported by My Roots.

Tapping the Edit selector will let you enter a location for the event of up to 120 characters.

There are three kinds of events:

For events which have links, you will be shown the name of each role and a Select trigger. For example, in a marriage event, the 1 linked person's role is "Husband" or "Wife". For the birth event, the 2 linked roles are "Father" and "Mother". Tapping the Select trigger will bring up a list of people from which you can choose or create the person who fills this role for this event.

When you are done entering this information, tapping the Done button returns you to the Person Detail screen. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button. Tapping on the Sources button will let you edit this event's source citations, or create one if none currently exist, at the Edit Source Citations screen. Tapping on the Notes button will let you edit this event's notes, or create one if none currently exist, at the Edit Notes screen. 

Creating a New Fact

A fact is a piece of information related to a person that you want to record. You create a fact from the Person Detail screen by tapping the New button when in Fact mode. This will bring up a list of fact types. Simply tap the name of the fact you wish to create, or tap the Cancel button to go back to the Person Detail screen.

 

 

Once you've selected a fact type, the Edit Fact screen is displayed.

For all facts, you can enter a date and location associated with the fact. The date fields and separators that are displayed depend on the date format you have selected in the Palm OS® Prefs application. See Date Types for information about the date types supported by My Roots.

Tapping the value Edit selector will let you enter a value for the fact. The maximum length of the value depends on the fact type, as shown in the Fact Types section.

Tapping the location Edit selector will let you enter a location for the fact of up to 120 characters.

When you are done entering this information, tapping the Done button returns you to the Person Detail screen. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button. Tapping on the Sources button will let you edit this fact's source citations, or create one if none currently exist, at the Edit Source Citations screen. Tapping on the Notes button will let you edit this fact's notes, or create one if none currently exist, at the Edit Notes screen.

Custom Event Types

In addition to the built-in event types, My Roots lets you create up to 50 additional custom event types. They will appear in the Custom category. All My Roots databases installed on your handheld share a common set of event types. To create a new event type, select Event Types from the Options menu at the List of Databases, and then tap the New button.

This will display the Edit Event Type screen. When you create a custom event type, you can specify:

The "Select From" type controls who is listed on the selection list that appears when you tap Select for a role in an event of this type. This can be one of the following:

If the Number Of Links is set to 1, and the Select From is set to "Opposite Sex Only", two link 1 labels are shown. The first label is used for men, and the second label is used for women. For example, in a marriage event, these two labels are "Husband" and "Wife".

Tapping on the Done button will save this information, and return you to the List of People. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button. Tapping the Delete button lets you delete a custom event type that you have created. Although you may select a built-in event type from the existing list and see how it is set up, any changes you make will not be saved.

List of Sources

This screen displays a list of the titles of the sources that have been defined for the current database. Tapping the New button will let you create a new source at the Edit Source screen.

There are two ways in which you can arrive at this screen:

Additional functions are available on menus:

The Options menu contains the following items:

Edit Source

This screen lets you edit the information related to a source. The following is a list of the fields that comprise a source, along with the maximum length of the field as defined by the GEDCOM specification:

You can switch between the various fields by tapping on the field name at the top. If you are using a keyboard, you can also press the TAB key to cycle through the fields.

Tapping the Done button returns you to the List of People screen. Tapping the Delete button lets you delete the source (after confirmation). If you delete a source, the source citations that are linked to that source are NOT deleted. Only the link to the source is removed.

Additional functions are available on menus:

The Edit menu contains the standard editing functions: Undo, Cut, Copy, Paste, Select All, Keyboard, and Graffiti Help.

The Options menu contains the following items:

Edit Name

This screen lets you edit a person's full name. You can specify the surname and up to 3 given names, each of which can be up to 20 characters. A suffix field is also available, which is limited to 10 characters.

The Soundex value of the surname is also displayed. As you make changes to the surname, the Soundex value is automatically updated. For more information regarding Soundex, see the U.S. National Archives and Records Administration web page at:

http://www.archives.gov/research_room/genealogy/census/soundex.html

Tapping on the Done button saves this information and returns you to the Person Detail screen. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button.

Additional functions are available on menus:

The Edit menu contains the standard editing functions: Undo, Cut, Copy, Paste, Select All, Keyboard, and Graffiti Help.

The Options menu contains the following items:

Editing Source Citations

This screen lets you edit the source citations associated with a record (i.e., person, event, or fact). Source citations are limited to 32k, and the number of source citations is limited only by the amount of free memory on your handheld. Scrollbars are automatically displayed if the text does not fit on one screen.

If the record currently has more than one source citation, left and right arrows are displayed near the bottom right corner, to switch to the previous or next one. In addition, two numbers are displayed, separated by a slash. In this example, the current record has 2 source citations, and we are currently editing the 1st one.

Tapping on the Done button will return you to the previous screen. Tapping on the Details button will display the Source Citation Details screen. Tapping on the New button will create a new source citation, which is always inserted at the end of the list.

Additional functions are available on menus:

The Arrange menu contains the following items:

The Edit menu contains the standard editing functions: Undo, Cut, Copy, Paste, Select All, Keyboard, and Graffiti Help.

The Options menu contains the following items:

Source Citation Details

On this screen you can set the details for a source citation. If the source from which the current source citation was obtained has been set, the source's title is displayed at the top. Otherwise, a Select trigger is shown, and tapping on it allows you to select a source on the List of Sources screen.

If you need to change a citation's source (e.g., if you've it set to the wrong one), tapping on the word Source will pop up a menu, which contains:

The Page field contains information on where within the source the cited information was found. A Date field contains the date on which the cited information was added to the source. A Quality field is used to measure the credibility of a piece of information. Tap on "?" to indicate that you have not evaluated the credibility. The other options, 0 to 3, are the standard values described in the GEDCOM specification. For more information on what these values mean, tap on the "i" in the top right corner.

Tapping on the Done button returns you to the previous screen. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button.

The Edit menu contains the standard editing functions: Undo, Cut, Copy, Paste, Select All, Keyboard, and Graffiti Help.

The Options menu contains the following items:

Editing Notes

This screen lets you edit the notes associated with a record (i.e., person, event, or fact). Notes are limited to 32k, and the number of notes is limited only by the amount of free memory on your handheld. Scrollbars are automatically displayed if the text does not fit on one screen.

If the record currently has more than one note, left and right arrows are displayed near the bottom right corner, to switch to the previous or next one. In addition, two numbers are displayed, separated by a slash. In this example, the current record has 3 notes, and we are currently editing note the 2nd one.

Tapping on the Done button will return you to the previous screen. Tapping on the New button will create a new note, which is always inserted at the end of the list.

Additional functions are available on menus:

The Arrange menu contains the following items:

The Edit menu contains the standard editing functions: Undo, Cut, Copy, Paste, Select All, Keyboard, and Graffiti Help.

The Options menu contains the following items:

Database Properties

This screen allows you to set properties for the current database. The following properties are available:

Backup database during HotSync - This checkbox allows you to enable or disable backups for the current database. It might be useful to disable backups for a very large database, if you don't want it to be backed up at every HotSync. However, you must be careful, because if you disable backups and something happens to your handheld (e.g., your batteries run out of power), any changes you've made to that database will be lost.

If you have backups disabled, have made changes to the database, and wish to export the data to a GED file, you must first check this box and then do a HotSync, in order to get the latest data onto your desktop computer.

Backups are enabled by default, and it is recommended that you leave them enabled.

Tapping the Done button will save your changes and return you to the List of People screen. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button.

Additional functions are available on menus:

The Options menu contains the following items:

Soundex Calculator

This screen lets you calculate the Soundex code for any surname. The Soundex code that is displayed is automatically updated with each letter that you enter. For more information regarding Soundex, see the U.S. National Archives and Records Administration web page at:

http://www.archives.gov/research_room/genealogy/census/soundex.html

Tapping the Done button will return you to the List of People screen. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button.

Additional functions are available on menus:

The Edit menu contains the standard editing functions: Undo, Cut, Copy, Paste, Select All, Keyboard, and Graffiti Help.

Database Preferences

This screen allows you to set preferences for My Roots. The following preferences are available:

Start view - This option controls what happens when you tap on a name at the List of People. If Person is selected, you are taken to the Person Detail screen. If Family is selected, you are taken to the Family Group screen.

Tapping the Done button will save your changes and return you to the prior screen. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button.

Additional functions are available on menus:

The Options menu contains the following items:

Registration

This screen displays your HotSync User Name and prompts you to enter your personal registration code. Make sure to enter all 10 digits of the registration code, including leading zeros, if any. Even though you only have to enter your registration code once, make sure to save it in case you ever need to re-install the application.

Registration codes are based on your HotSync User Name. Therefore, if the HotSync User Name you entered when you purchased My Roots does not exactly match what is displayed on this screen, the registration code you were sent will not work. In this case, send an email to technical support. Make sure to include the HotSync User Name EXACTLY as it is displayed on this screen.

Tapping the Done button will validate the registration code you entered, and you will be shown a message letting you know whether or not it was accepted. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button. Tapping the Cancel button will return you to the prior screen.

About

This screen displays the current version number, followed by a letter in parentheses. If the letter is "R", you have entered the correct registration code for My Roots. Otherwise, it is the letter "U" for Unregistered.

Tapping the Done button will return you to the prior screen. If you are using a keyboard, pressing the Enter key is equivalent to tapping on the Done button.

 


Using the My Roots Conversion Utility Desktop Application

The following sections contain detailed information on using the My Roots Conversion Utility desktop application.

The My Roots Conversion Utility

My Roots allows you to import data from a GED file, or export data to a GED file. Most desktop-based genealogy applications let you import and export data in GED format. Consult your program's documentation for details on how this is done. Make sure to check the My Roots FAQ at:

http://www.tapperware.com/MyRoots/faq.html

for information specific to the desktop genealogy program you are using regarding how to create a GED file that can be imported into My Roots.

The conversion utility can be downloaded for free from:

http://www.tapperware.com/MyRoots/download.html

Scroll down and follow a link to a download site. Make sure to get the .exe file if you are a PC user, or the .sit file if you are a Macintosh user.

To run the conversion utility:

My Roots will import or export only 10,000 people or 30,000 events. However, running with anything over a few thousand people will cause My Roots to run somewhat slowly, depending on your handheld. The limit is set at 10,000 because some people are willing to sacrifice speed for the convenience of having a large amount of data with them at all times. Each individual user will have to decide how many people can be imported and still provide acceptable speed. As more powerful handhelds become widely available, My Roots will be able to handle larger amounts of data without running too slowly.

Some important notes regarding importing and exporting:

Not all data maintained in your desktop program gets imported into My Roots, and only parts of certain data get imported. See Importing Data for more information.

While My Roots can export all of its data to a GED file, the capabilities of your desktop program will determine what you can then do with this file. See the section on Synchronization for more information.

Databases stored on an expansion card cannot be exported, only those stored in main memory. If you wish to export from a database stored on an expansion card, you will have to first copy it into main memory and then do a HotSync.

Always back up your data before importing, and remember:

IF YOU EXPORT DATA FROM YOUR DESKTOP PROGRAM, IMPORT IT INTO MY ROOTS, EXPORT IT BACK OUT TO A GED FILE, AND MERGE IT BACK INTO YOUR DESKTOP PROGRAM, YOU ARE LIKELY TO LOSE DATA!

See the next section for things you can do to minimize this problem.

Probably the best approach is to think of your desktop-based program as your "home base" for your genealogy data, and to think of My Roots as your on-the-go data collection and editing mechanism. Newly collected data in My Roots needs to be put into your desktop program either via merging (if your program does it nicely) or via copy and paste otherwise.

My Roots allows users to take advantage of the category facility in the Palm OS®. Unfortunately, there is no such concept as "categories" in the GEDCOM specification. To get around this problem, My Roots stores category information as a personal note. If a person is placed into a category called "Smith", for example, a note that contains the text "CATEGORY: Smith" is created. This text is visible only when you export to a GED file. This way, categories are preserved and do not have to be set each time data is imported. By putting the category name into a personal note, My Roots "remembers" each person's category across imports and exports. Naturally, if you manually change this text, My Roots will not be able to do this correctly. The easiest way to set categories in the first place is to use the Create Category function (see the Person Detail screen). If you do not use categories (i.e., you leave all people in the default "Unfiled" category) your notes will not be affected.

Notes for PC Users

The My Roots Conversion Utility is installed into the directory you specify. The default location is:

C:\Program Files\My Roots Conversion Utility for Palm OS

and it is recommended that you use this directory.

If you are upgrading from an earlier version of My Roots, go to Start Menu, Control Panels, Add/Remove Programs, and delete all occurrences of the "My Roots Conversion Utility" before installing the new one.

The conversion utility's dialog box should display correctly at any resolution. However, if you cannot see the Browse buttons near the right edge of the screen, exit the conversion utility, go to Start Menu, Settings, Control Panels, Display. Then click on the Settings tab, and the Advanced button. In the drop-down for "Font Size" select "Small Fonts". Then re-run the conversion utility.

If you still cannot see the Browse buttons, exit the conversion utility, go back to the Display control panel's Settings tab and set the resolution to 1024x768. Then re-run the conversion utility.

Remember, you must make these settings changes (if needed) before running the conversion utility.

Notes for Macintosh Users

Macintosh Version (OS X)

After unstuffing the files in the MRConvert.sit file, you can run the conversion utility by double-clicking on the My Roots Conversion Utility application.

The first time you do an export, you will have to choose the "Palm:Users" Folder. This folder is the one that contains a folder for each user who HotSyncs to your desktop computer. For example, the folder might be named something like:

Macintosh HD:Users:John:Documents:Palm:Users

Make sure to choose the Users folder, and NOT one of the following:

Macintosh HD:Users:John:Documents:Palm
Macintosh HD:Users:John:Documents:Palm:Users:John Doe
Macintosh HD:Users:John:Documents:Palm:Users:John Doe:Backups

Once this is set, you should never have to change it.

Macintosh Version (OS 8/9)

After extracting all files from the MRConvert.sit, keep all of them together in the same folder. To run the conversion utility, always double-click on the "My Roots Conversion Utility" script, and not the mrimport or mrexport application. Nothing will happen if you try to run the mrimport or mrexport application. The first time you wish to export to a GED file, you'll have to set your Palm User Folder. Assuming that your hard drive is called "Macintosh HD", that your Palm User Name is John Smith, and that you installed the Palm Desktop software in the default location, your Palm User Folder is:

Macintosh HD:Palm:Users:John Smith

It is the folder that contains a folder called "Backups". Once this is set, this information is saved in a file called "Palm User Folder", and you should never have to change it.

If for some reason you need to change your Palm User Folder, simply delete the file called "Palm User Folder" which was created in the same directory where you expanded your MRConvert.sit file. The next time you execute an export, you will be prompted to select your new Palm User Folder.

Importing Data from a GED File into a My Roots Database

The My Roots Conversion Utility runs on your desktop computer and converts a GED file into a format that My Roots can use. The first step is to export data from your desktop application in GED format, and remember where you saved it.

PC Version

The following image shows what you see when you run the PC version of the My Roots Conversion Utility:

To Import data from a GED file:

Tapping on the Options button at the main screen will display the following dialog, where you can set options that control how My Roots imports data from GED files:

The Import Options section contains information on using these options. They stay in effect until you change them (i.e., you do not have to set them each time you import from a GED file). When you are finished setting the options, click on the OK button to save your changes and return to the main screen. Clicking on the Cancel button returns you to the main screen without saving the changes you've made.

Quick Import

The PC version of the conversion utility provides an even more convenient method of importing. To use this new method, you must run the conversion utility one time, even if you just run it and immediately exit. Once this has been done, if you go a GED file in Windows Explorer and right-click on it, you should see a menu item that says "Import into My Roots". Selecting that menu item will bring up the screen shown below:

The "From GED File" name is automatically filled in. The "To Database" is also filled in with the name of the GED file, truncated to at most 30 characters. The "Palm User" of the last user who imported using the conversion utility is also automatically selected. To import using this method, you right-click on the GED file, and assuming the defaults are acceptable, simply click on the Import button. You can click on the Options button if you need to modify the current Import Options. Clicking on the Cancel button exits the conversion utility.

Macintosh Version (OS X)

The following image shows what you see when you run the Macintosh version of the My Roots Conversion Utility (OS X):

To Import data from a GED file:

Tapping on the Options button at the main screen will display the following dialog, where you can set options that control how My Roots imports data from GED files:

The Import Options section contains information on using these options. They stay in effect until you change them (i.e., you do not have to set them each time you import from a GED file). When you are finished setting the options, click on the OK button to save your changes and return to the main screen. Clicking on the Cancel button returns you to the main screen without saving the changes you've made.

Macintosh Version (OS 8/9)

The following image shows what you see when you run the Macintosh version of the My Roots Conversion Utility (OS 8/9):

Click on the Import button. The following dialog box appears:

Navigate to and select your GED file, and then click on the Open button. The following dialog box appears:

You can enter a name for the My Roots database or just accept the default. Then click on the OK button.

In the My Roots Conversion Utility folder, you will find a file called "MRConvert Options". This file is used to specify the Import Options that are to be used during the import process and must not be moved or renamed. This file can contain comments (lines starting with a "#") or options, one per line. The available options are:

The "Save Palm Database (.pdb) files after import" option is always enabled for the Mac OS 8/9 version. For more information on what these options do, see the section on Import Options.

After executing a HotSync, the new database will appear in My Roots. If you have a large database of several thousand people, it might take several minutes to install your database files. Please be patient and let the process finish.

If during the import process you get an error message that says:

Ran out of memory trying to import from <ged-file-name>

here is what you need to do:

Import Options

Insert a space between CONC tags

Unfortunately, the GEDCOM specification has some ambiguities. Due to these ambiguities, the GED files created by various genealogy applications are not always the same. One problem area is the way CONC tags are used in notes, source citations, etc. Without getting into too much detail, some genealogy applications produce GED files that assume a space will be inserted between the data in CONC tags while others assume a space will not be inserted. The problem is that My Roots has no way of knowing which assumption was made by the creator of a given GED file. So, this option is used to tell the conversion utility how to handle CONC tags. All you really need to do is:

In either case, just run the conversion utility again, click on the Options button, check or uncheck this option, and import again. The notes should then be correct in My Roots.

The default value for this option is On for the PC version, and Off for the Macintosh version. Once this option has been set correctly, you shouldn't need to change it again unless you import a GED file created by a different genealogy application or a new version of the one you were using.

Create Marriage events for all Family Groups

My Roots creates marriage events for family groups only if it is explicitly stated in the GED file that the couple are in fact married. For some reason, many desktop genealogy applications include the marriage event only if there is additional related information (e.g., a date, place, note, or source). These applications assume that a marriage events exists. There is no way for My Roots to know whether or not this assumption was made when the GED file was created. Therefore:

In either case, just run the conversion utility again, click on the Options button, check or uncheck this option, and import again. The marriage events should then be correct in My Roots.

The default value for this option is Off. Once this option has been set correctly, you shouldn't need to change it again unless you import a GED file created by a different genealogy application or a new version of the one you were using.

Save Palm Database (.pdb) files after import

The conversion utility converts a GED file into several .pdb files on your desktop computer. These files are typically set up to be installed during the next HotSync, and then they are deleted. Turning on this option will cause the files to not be deleted. The default value for this option is Off, and you should leave it that way unless you are asked to change it by technical support.

Create a log file for debugging

During the import process, the conversion utility can create a log file as it processes each line in your GED file. Turning on this option will cause a log file to be created. The default value for this option is Off, and you should leave it that way unless you are asked to change it by technical support.

Notes on Importing Data

If you have an existing My Roots database, and you import with the "To Database" set to the same name, it will overwrite the database, so be careful to use the same name only if you want to REPLACE your current data. Otherwise, specify a new database name.

My Roots is based on version 5.5 of the GEDCOM specification. More information can be found at:

http://homepages.rootsweb.com/~pmcbride/gedcom/55gctoc.htm

The GED format contains many information "tags". Some of these would be impractical to implement in a Palm application, given its limited processing power and memory. There is a tradeoff for each tag between its functionality and the memory and processing power required to implement the tag. That is, My Roots tries to implement as many tags as possible without being too demanding to run on a handheld. These were difficult decisions, and surely different choices could have been made.

Due to these limitations, My Roots implements only a subset of GED tags:

Individual Record

Family Record

Source Record

Note Record

For events and attributes (as listed in Event Types and Fact Types), the following fields are imported:

For source citations, the following fields are imported:

For LDS events, if a location is not specified but a temple code is, the temple code will be placed into the location field.

There is no limit on the number of notes that can be associated with a person, event, fact, or source citation. A source can also have one note.

My Roots imposes the following limits on each database:

The following limits are also placed on individual fields:

Only a surname, 3 given names, and a suffix are used by My Roots. Nicknames enclosed in parenthesis and prefixes such as "Dr." are not imported. Therefore, a name like:

Dr. William (Bill) Robert Steven Daniel Michael /Jones/ Jr.

will appear in My Roots as "William Robert Steven Jones Jr." Surnames are not automatically capitalized because capital letters take up more room, and handheld screens are so small.

For dates, the following restrictions apply

Due to the limitations of a handheld's processor, My Roots will start to run somewhat slowly if you create more than a few thousand people, depending on your handheld. Each user will have to determine how many people can be loaded into My Roots and still have acceptable speed. Frequent use of long notes and source citations will naturally take up a lot of memory.

The unregistered version of My Roots does provide the import function. It is important that a user be able to verify that the import function correctly handles his/her GED file BEFORE the software is purchased. However, only 50 records (each person, fact, and event counts as one record) may be imported into the unregistered version. This should be sufficient to ensure that importing works as expected. If your family tree data is larger than this, as it probably is, check your desktop application's documentation for the ability to export only a subset of your data. For example, many programs will let you "mark" some individuals and then export only the marked ones.

Finally, each program that exports GED files creates them in slightly different formats. If you are successful in importing your program's GED file into My Roots, please send us a note telling us what program (and version) you are using. This will let us inform other users of your software that My Roots ought to work for them, too. If you are unsuccessful, send us the GED file you are having problems with, and we might be able to make a small modification that will fix your problem. It is our hope that we can accommodate all of the commonly used applications' GED files. However, this cannot be guaranteed. For a list of software known to be compatible with My Roots, please see the My Roots FAQ.

Exporting Data from a My Roots Database to a GED File

The My Roots Conversion Utility runs on your desktop computer and creates a GED file from your backed-up My Roots databases. Databases on an expansion card cannot be exported to a GED file. The first step is to execute a HotSync to get the latest My Roots data onto your desktop.

PC Version

The following image shows what you see when you run the PC version of the My Roots Conversion Utility:

To Export data from a GED file:

Macintosh Version (OS X)

The following image shows what you see when you run the Macintosh version of the My Roots Conversion Utility (OS X):

To Export data from a GED file:

Macintosh Version (OS 8/9)

The following image shows what you see when you run the Macintosh version of the My Roots Conversion Utility (OS 8/9):

Click on the Export button. The following dialog box appears:

Select the My Roots database from which you wish to export and then click on the OK button. The following dialog box appears:

Navigate to the desired folder and enter a name for the GED file to be created. Then click on the Save button. This will create the specified GED file, and a text file to allow you to copy and paste data into your desktop program.

Notes on Exporting Data

Always back up your desktop-based data before importing records back into it from a GED file created by My Roots, and please remember this warning.

You must have backups turned on for you to be able to export My Roots data to a GED file. It is a good idea to have backups enabled in case something happens to your handheld (e.g., your batteries run out of power). You can turn backups on by doing the following:

  1. Open the HotSync application on your desktop computer
  2. Select Custom... from the menu
  3. Next to the "System" conduit, change the action to "Handheld overwrites Desktop"

Having backups enabled is the default, so unless you've previously changed that setting, you won't have to worry about it. You must also have the desired My Roots database's Backup property enabled (see the Database Properties screen) in order to be able to export the data that it contains.

Synchronization

Ideally, we would like to be able to export data from our desktops, import it into My Roots, make some changes, export back out to a GED file, and import that file back into our desktop genealogy program with no loss of data and no duplication. For this process to be possible, your desktop program needs to be able to do three things:

  1. Create unique REFN tags to identify a person
  2. Include REFN tags when exporting to a GED file
  3. Merge the people in a GED file into an existing database by matching their REFN tags

My Roots saves the REFN tags it finds in a GED file being imported, and writes them back out when data is being exported to a GED file. Therefore, if your particular genealogy software is capable of doing the 3 things listed above, keeping your data synchronized should be fairly easy. If you have success using this process, please send us an e-mail containing:

We can then make this information available to other users who might make use of it in selecting a desktop genealogy program.

Unfortunately, most programs available today will not be able to do this. For users of such programs, My Roots provides support for tracking changes.

Tracking Changes

You've just been to a family reunion, and you've gathered a lot of new information. You want to be able to make these changes/additions to your genealogy data in your desktop program. How can you easily find the changes? This is the procedure you should follow:

  1. As you make changes to a person's data (including adding and updating events), use the "Mark As Changed" function at the Person Detail screen and/or Event Detail screen.
  2. Once all of your changes have been made, you export your data back to your desktop.
  3. In the text file that is created, all people and events who have been marked as changed have a "<C>" next to their personal, event, or fact information. This makes it easy for you to find the data that needs to be updated in your desktop software. The idea is that you keep both your genealogy application and the text file open, and swap back and forth between the two, finding changes in the text file, and copy and pasting them into your genealogy application.
  4. Use the "Reset All Changed" function at the List of People to reset these indicators for the next time.

On your handheld, you can see all people who have been Marked As Changed by using a filter. See Filtering for more information.

Event Types

My Roots supports the following built-in event types:

Category Name Abbreviation Links

Linked Role(s)

Common Adoption Adpd 2 Father and Mother
Common Birth Born 2 Father and Mother
Common Died Deat 0  
Common Divorce Div 1 Husband or Wife
Common Engagement Enga 1 Fiancé or Fiancée
Common Graduation Grad 0  
Common Marriage Marr 1 Husband or Wife
Common Retirement Reti 0  
Religious Baptism Bapm 0  
Religious Bar Mitzvah Barm 0  
Religious Bas Mitzvah Basm 0  
Religious Blessing Bles 0  
Religious Christening (Child) Chr 0  
Religious Christening (Adult) Chra 0  
Religious Confirmation Conf 0  
Religious First Communion Fcom 0  
Religious Marriage Banns Marb 1 Fiancé or Fiancée
Religious Ordination OrdN 0  
LDS LDS-Baptism Bapl 0  
LDS LDS-Confirmation Conl 0  
LDS LDS-Endowment Endl 0  
LDS LDS-Sealing Child Slgc 2 Father and Mother
LDS LDS-Sealing Spouse Slgs 1 Husband or Wife
Legal Annulment Anul 1 Husband or Wife
Legal File for Divorce Divf 1 Husband or Wife
Legal Marriage Contract Marc 1 Husband or Wife
Legal Marriage License Marl 1 Husband or Wife
Legal Marriage Settlement Mars 1 Husband or Wife
Legal Probate Prob 0  
Legal Will Will 0  
Other Burial Buri 0  
Other Census CENS 0  
Other Cremation Crem 0  
Other Emigration Emig 0  
Other Immigration Immi 0  
Other Naturalization Natu 0  
Other Publication Publ 0  
Other Residence Resi 0  

Note: An adoption event is abbreviated ADPD when looking at the record of the person being adopted. It is abbreviated ADPT when looking at the record of the parent doing the adopting.

Events can have a date, location, notes and source citations associated with them.

Fact Types

My Roots supports the following fact types:

Name Abbreviation Maximum Value Length
Caste CAST 90
Description DSCR 248
Education EDUC 248
Identification Number IDNO 30
Nationality NATI 120
Occupation OCCU 90
Property PROP 248
Religion RELI 90
Social Security Number SSN 11
Title TITL 120

Facts can have a value, date, location, notes and source citations associated with them.

Date Types

The date types that are supported in My Roots are summarized in the table below:

Date Type Meaning Indicator
On An event occurred on this exact date (this is the default date type) (none)
Before An event is known to have occurred before this date <
After An event is known to have occurred after this date >
About An event occurred sometime near this date ~
Estimated (Est.) The date of this event has been estimated based on an algorithm from another event ~
Calculated (Calc.) The date of this event has been calculated (e.g., from the person's age at another event) ~
Between (Betw.) / And An event occurred sometime during two known dates ...
From / To An event occurred throughout a range of two known dates ...

The Indicator column above shows the letter that is used on the Person Detail screen next to the event or fact date. A second set of date fields is displayed only if the Between/And or From/To date type is selected.