RootsMagic 8:Ancestry TreeShare - Revision history

Renee at 21:01, 22 December 2023

2023-12-22T21:01:42Z

Renee at 20:53, 22 December 2023

2023-12-22T20:53:36Z

Renee at 22:58, 12 January 2022

2022-01-12T22:58:25Z

Bruce at 14:51, 6 October 2021

2021-10-06T14:51:15Z

Renee: /* Matching People Between RootsMagic and Ancestry */

2021-09-27T22:22:45Z

Matching People Between RootsMagic and Ancestry

Renee: /* Uploading to or Downloading from Ancestry */

2021-09-27T22:17:10Z

Uploading to or Downloading from Ancestry

Bruce: /* Viewing RootsMagic and Ancestry Persons Side by Side */

2021-09-24T16:18:27Z

Viewing RootsMagic and Ancestry Persons Side by Side

Bruce: /* Uploading to or Downloading from Ancestry */

2021-09-24T16:16:42Z

Uploading to or Downloading from Ancestry

Bruce: /* Accessing TreeShare Features */

2021-09-24T16:13:05Z

Accessing TreeShare Features

Bruce: /* Settings */

2021-09-24T16:11:25Z

Settings

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-<span style="color: red;">'''Note:''' Ancestry and FamilySearch have moved to OAuth Technology, old login methods disabled in RootsMagic 8. OAuth technology is supported in RootsMagic 9.</span>
+<span style="color: red;">'''Note:''' Ancestry has moved to OAuth Technology, old login method disabled in RootsMagic 8. OAuth technology is supported in RootsMagic 9.</span>
 Ancestry.com is a popular subscription website for finding records with genealogical significance and for creating and maintaining family trees. The records found on Ancestry.com can be linked as sources to people in online member trees. TreeShare for Ancestry enables you to download a tree from Ancestry.com into RootsMagic and upload a tree from RootsMagic to Ancestry.com.

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 Navigation: <u>[[RootsMagic_8:RootsMagic_8|RootsMagic 8]]</u> > <u>[[RootsMagic_8:Online_Features|Online Features]]</u> >
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 Ancestry.com is a popular subscription website for finding records with genealogical significance and for creating and maintaining family trees. The records found on Ancestry.com can be linked as sources to people in online member trees. TreeShare for Ancestry enables you to download a tree from Ancestry.com into RootsMagic and upload a tree from RootsMagic to Ancestry.com.

← Older revision		Revision as of 22:58, 12 January 2022
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	This article details the TreeShare feature which lets you share data back and forth with Ancestry. <u>[[RM8:WebHints\|Ancestry WebHints are detailed here]]</u>.		This article details the TreeShare feature which lets you share data back and forth with Ancestry. <u>[[RM8:WebHints\|Ancestry WebHints are detailed here]]</u>.
		+
		+	A printable guide "FAQ: WebHints & TreeShare for Ancestry" is available for download here -
		+	<u>http://files.rootsmagic.com/guides/Magic_Guide_TreeShare_Ancestry_FAQ.pdf</u>
		+

	==Accessing TreeShare Features==		==Accessing TreeShare Features==

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-Ancestry.com is a popular subscription website for finding records with genealogical significance and for creating and maintaining family trees. The records found on Ancestry.com can be linked as sources to people in online member trees. TreeShare for Ancestry enables you to download a tree from Ancestry.com into RootsMagic and upload a tree from RootsMagic to Ancestry.com. Images are included.
+Ancestry.com is a popular subscription website for finding records with genealogical significance and for creating and maintaining family trees. The records found on Ancestry.com can be linked as sources to people in online member trees. TreeShare for Ancestry enables you to download a tree from Ancestry.com into RootsMagic and upload a tree from RootsMagic to Ancestry.com.
 ==Accessing TreeShare Features==

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 [[File:RM8_Ancestry-4.jpg|Ancestry Link Person]]
-The “Show all” link allows you to see unmatched records on that tree. The “Show best matches” link toggles you back to the list of best possible matches. To compare two records, click the information button (i in a blue circle). When there are no matches, you can add the person to the other tree by clicking the “Add…person to…” button. When there is a good match, you can select the matching person and click the “Link…person” button. If you feel that the person does not belong in the tree, you can click “Delete the person from…” button. NOTE: There is NO UNDO button.
+The “Show all” link allows you to see unmatched records on that tree. The “Show best matches” link toggles you back to the list of best possible matches. When there are no matches, you can add the person to the other tree by clicking the “Add…person to…” button. When there is a good match, you can select the matching person and click the “Link…person” button. If you feel that the person does not belong in the tree, you can click “Delete the person from…” button. NOTE: There is NO UNDO button.
 The process works the same whether the new person is on Ancestry or in RootsMagic.

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 *Upload place details - If you mark this checkbox, RootsMagic will prepend the place details to the place before uploading it to Ancestry.
 *Upload private facts - This lets you choose whether to upload private facts.
 The dialog window will display the progress of your data transfer. The transfer time varies depending upon your internet speed, the size of your database, and the number of images you are uploading or downloading.

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 [[File:RM8_Ancestry-3.jpg|Ancestry Update]]
-Changes can be made to your RootsMagic and/or your online tree. To compare and share the updates, click the TreeShare for Ancestry icon. Changes will be gathered and TreeShare will open.  The name of the tree that you are connected to is displayed in the upper left corner. The name index appears in the far left panel of the TreeShare window. Above the name index is a filter to “Only show changed people”. Check this option to see a list of those people whose records have been changed or uncheck it to see a list of everyone in your database.
+Changes can be made to your RootsMagic and/or your online tree. To compare and share the updates, click the Ancestry TreeShare button on the Publish page. Changes will be gathered and TreeShare will open.  The name of the tree that you are connected to is displayed in the upper left corner. The name index appears in the far left panel of the TreeShare window. Above the name index is a filter to “Only show changed people”. Check this option to see a list of those people whose records have been changed or uncheck it to see a list of everyone in your database.
 Select a name to see a comparison of the RootsMagic and Ancestry records. Green highlighting indicates that the information is identical. Yellow highlighting means the information is similar but not identical. Pink highlighting means it is new or different. When desired, click the “Edit RootsMagic person” button to open their “Edit person” window in RootsMagic. You can go directly to the person on your tree on Ancestry.com by clicking the “Show on Ancestry” button.

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 ==Uploading to or Downloading from Ancestry==
-If your RootsMagic file is open, you will be given the option to upload it to a new Ancestry tree.
+Once you are logged in, RootsMagic will give you the option to:
 [[File:RM8_Ancestry-1.jpg|Ancestry Upload/Download]]
 ===Uploading===
 If you choose to upload your RootsMagic file to a new Ancestry tree, you will see this screen.
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 Enter the name for your new Ancestry tree, plus an optional description.  You then have the following options when uploading your data to Ancestry.
-oAllow others to view this tree - Leave this unchecked if you want your Ancestry tree to be private and hidden.
+*Allow others to view this tree - Leave this unchecked if you want your Ancestry tree to be private and hidden.
-oAdd the people in this tree to Ancestry's index - If you want people to be able to find your tree when they search for a name in it, then you can check this box.
+The dialog window will display the progress of your data transfer. The transfer time varies depending upon your internet speed, the size of your database, and the number of images you are uploading or downloading.
-oUpload media - This lets you choose whether to upload your media items.
+===Downloading===
+If you already have a tree on Ancestry, you will also be given the option to download it into a new, blank RootsMagic database.  A list of trees that you own, as well as trees that have been shared with you with Editor rights will be displayed to select from.  A dialog window will open if you need to create a new database for your download.
 ==Viewing RootsMagic and Ancestry Persons Side by Side==

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 ==Accessing TreeShare Features==
-To access TreeShare for Ancestry features, go to “Internet” on the program’s main menu and choose “TreeShare for Ancestry”. This will place an Ancestry TreeShare icon on your menu bar for easy access.
+To access TreeShare for Ancestry features, select the Publish page and click the Ancestry button.
 [[File:RM8_Publish-TreeShare.jpg|TreeShare]]

← Older revision		Revision as of 16:11, 24 September 2021
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	==Settings==		==Settings==

−	The Settings ~~button is located in the lower left corner of the~~ WebHints ~~(gear icon). You~~ can ~~permanently disconnect your RootsMagic database from your tree on Ancestry.com, by going to~~ the settings ~~window and clicking “Disconnect from Ancestry tree”.~~	+	The <u>[[RM8:WebHint_Settings\|Settings Page has a WebHints view]]</u> where you can adjust the settings for your Ancestry connection.
−
−	~~By default, the program goes to~~ Ancestry.com (USA). If you have an Ancestry account from another country, click the Settings button in the lower left corner and select the appropriate site from the list under “Ancestry domain to use for viewing.
−
−	~~Not shown: The Reset RootsMagic button should be used when advised by RootsMagic Support~~.