RootsMagic To Go: Your Genealogy On The Go

RootsMagic To Go brings genealogy research into the field with a streamlined mobile workflow. This portable solution helps you capture sources, update facts, and sync data without staying tethered to a desktop.

Designed for busy researchers, it preserves your existing RootsMagic database while adding on-the-go flexibility. You can maintain accuracy, avoid duplicate entries, and keep critical evidence safe during interviews or courthouse visits.

Sync and Backup Essentials

Understanding how data moves between devices ensures you never lose time redoing research. The following table highlights core sync and backup behaviors relevant to RootsMagic To Go users.

Field Data Capture Workflow

Collecting information outside your home base becomes efficient when you follow a consistent workflow. RootsMagic To Go supports quick note entry, photo attachments, and source linking even without internet access.

Start by creating a focused research plan that lists the exact individuals, events, or locations you want to verify. Prepare interview questions and consent forms in advance, and carry a charged mobile device with the latest app version installed.

Source Citation and Evidence Management

Strong genealogical records rely on clear source citations and organized evidence. RootsMagic To Go lets you attach media, record repository details, and tag each fact with a confidence level while you gather information.

Capture repository notes, call numbers, and staff instructions directly on the device, and photograph original documents whenever policy allows. Consistent naming conventions and detailed descriptions make it easier to transfer clean data back to your desktop file.

Collaboration and Desktop Integration

Seamless collaboration between field devices and your main desktop file keeps research accurate and up to date. RootsMagic To Go is designed to work alongside your primary project, minimizing merge conflicts and duplicated efforts.

Schedule regular import sessions after each research outing, and review changes carefully before marking tasks complete. Maintain a simple log of device exports so family team members or assistants know which updates have been applied.

Optimizing Long Term Research Habits

Building reliable habits around RootsMagic To Go helps you maintain data quality and avoid frustrating rework. Clear routines for capture, review, and sync protect years of careful investigation.

• Plan specific research goals for each outing to stay focused and efficient
• Capture full source details and repository information at the time of discovery
• Use consistent confidence levels and notes to track evidence strength
• Export and back up data after every field session, then verify the import
• Coordinate sync schedules with family collaborators to prevent conflicting edits