RootsMagic 8:Find Matches on FamilySearch - Revision history

Renee at 01:06, 28 September 2021

2021-09-28T01:06:13Z

Renee: /* Manual Matching */

2021-09-28T00:48:23Z

Manual Matching

Renee at 23:12, 27 September 2021

2021-09-27T23:12:50Z

Renee at 23:12, 27 September 2021

2021-09-27T23:12:19Z

Bruce: Bruce moved page RM:Find Matches on FamilySearch to RootsMagic 8:Find Matches on FamilySearch without leaving a redirect

2021-09-26T01:57:26Z

Bruce moved page RM:Find Matches on FamilySearch to Find Matches on FamilySearch without leaving a redirect

Bruce: /* Searching For More Matches */

2021-09-25T21:15:53Z

Searching For More Matches

Bruce: /* Matching your RootsMagic Person to a Person on FamilySearch */

2021-09-25T20:57:16Z

Matching your RootsMagic Person to a Person on FamilySearch

Bruce: /* AutoMatch */

2021-09-25T20:17:57Z

AutoMatch

Bruce at 20:17, 25 September 2021

2021-09-25T20:17:17Z

Bruce at 16:21, 25 September 2021

2021-09-25T16:21:30Z

← Older revision		Revision as of 01:06, 28 September 2021
Line 1:		Line 1:
−	Navigation: [[RootsMagic_8:RootsMagic_8\|RootsMagic 8]] > [[RootsMagic_8:Online_Features\|Online Features]] > [[RootsMagic_8:FamilySearch\|FamilySearch]] > [[RootsMagic_8:FamilySearch_Person_Tools\|FamilySearch Person Tools]]	+	Navigation: [[RootsMagic_8:RootsMagic_8\|RootsMagic 8]] > [[RootsMagic_8:Online_Features\|Online Features]] > [[RootsMagic_8:FamilySearch\|FamilySearch]] > [[RootsMagic_8:FamilySearch_Person_Tools\|FamilySearch Person Tools]] >

	----		----

@@ Line 16: / Line 16: @@
 ==Manual Matching==
-If FamilySearch support is enabled, you will see an icon next to each persons' name on the pedigree, family, and descendant views on the main screen.  If you see a gray icon FamilySearch-Gray-16 next to a person's name, it means that the person is not matched to FamilySearch Family Tree.  Clicking on the gray icon will bring up the FamilySearch Person Tools with the "Find matches" tab selected.
+If FamilySearch support is enabled, you will see an icon next to each persons' name on the pedigree, family, and descendant views on the main screen.  If you see a gray icon next to a person's name, it means that the person is not matched to FamilySearch Family Tree.  Clicking on the gray icon will bring up the FamilySearch Person Tools with the "Find matches" tab selected.
 [[File:RM8_FS-LDS-FindMatches-1.jpg|FS LDS Find Matches 1]]
@@ Line 26: / Line 26: @@
 *Red indicates a poor match.
-The colors make is easy to spot good and poor matches without having to actually read the text of the records. To view more information about any of the matches, click on the blue "info" icon next to the name.
+The colors make is easy to spot good and poor matches without having to actually read the text of the records. To view more information about any of the matches, click on the "magnifying glass" icon next to the name.
 If no matches were found, there are three possibilities:

← Older revision		Revision as of 23:12, 27 September 2021
Line 1:		Line 1:
−	Navigation: [[RootsMagic_8:RootsMagic_8\|RootsMagic 8]] > [[RootsMagic_8:Online_Features\|Online Features]] > [[RootsMagic_8:FamilySearch\|FamilySearch]] > [[~~RootsMagic_8:~~RootsMagic_8:FamilySearch_Person_Tools\|~~FamilySearch_Person_Tools~~]]	+	Navigation: [[RootsMagic_8:RootsMagic_8\|RootsMagic 8]] > [[RootsMagic_8:Online_Features\|Online Features]] > [[RootsMagic_8:FamilySearch\|FamilySearch]] > [[RootsMagic_8:FamilySearch_Person_Tools\|FamilySearch Person Tools]]

	----		----

← Older revision		Revision as of 23:12, 27 September 2021
Line 1:		Line 1:
		+	Navigation: [[RootsMagic_8:RootsMagic_8\|RootsMagic 8]] > [[RootsMagic_8:Online_Features\|Online Features]] > [[RootsMagic_8:FamilySearch\|FamilySearch]] > [[RootsMagic_8:RootsMagic_8:FamilySearch_Person_Tools\|FamilySearch_Person_Tools]]
		+
		+	----
		+
	In order to work with FamilySearch Family Tree, people in your RootsMagic file should be matched with the corresponding person on FamilySearch. This allows you to:		In order to work with FamilySearch Family Tree, people in your RootsMagic file should be matched with the corresponding person on FamilySearch. This allows you to:

@@ Line 44: / Line 44: @@
 If you are unable to find a match for your RootsMagic person in FamilySearch, press the "Search" button for additional search options. You will see this screen:
-FamilySearch-Search
+[[File:RM8_FS-LDS-FindMatches-4.jpg|FS LDS Find Matches 4]]
 You may search by

← Older revision	Revision as of 01:57, 26 September 2021
(No difference)

@@ Line 33: / Line 33: @@
 Check the box next to the name of a FamilySearch person that matches your RootsMagic person.  RootsMagic will ask if you want to match your person to the person(s) in FamilySearch.
-If you checked a FamilySearch match and you are already matched to a name, RootsMagic will offer 2 options:
+If you checked a FamilySearch match and you are already matched to a name, RootsMagic will ask if you want to merge the duplicate FamilySearch records and then match my RootsMagic person to the result.
-#Merge the duplicate FamilySearch records and then match my RootsMagic person to the result - RootsMagic will open the Merge screen to let you merge the matching FamilySearch records into a single record in FamilySearch (and then match your person to the merged record).
+[[File:RM8_FS-MatchOptions.png|FS Match Options]]
-If you do mark a match as "not a match" (or if there are already matches marked that way), RootsMagic will display a checkbox on the "Find Matches" page that says "Show non-matches".  Marking that checkbox will display the non-matches in the match list, but they will have a fsDispute-16 symbol next to the name.  If you click the checkbox in front of a non-match, your only option will be to say that it "may be a match".  If you do that you will then have the opportunity to match your RootsMagic person to that FamilySearch person.
+RootsMagic will display the two FamilySearch records side by side.  If you click "Review match", RootsMagic will open FamilySearch directly to allow you to merge the two records.  If you do the merge, return to RootsMagic and click the "I've merged the dups on FamilySearch" button so that RootsMagic knows to update the FamilySearch link.
-When you are finished searching for matches, press Close to return to the main screen. If you matched your RootsMagic person to a FamilySearch person, the icon next to the person's name will now be blue FamilySearch-16.
+When you are finished searching for matches, press Close to return to the main screen. If you matched your RootsMagic person to a FamilySearch person, the icon next to the person's name will now be blue.
 ==Searching For More Matches==

@@ Line 9: / Line 9: @@
 ==AutoMatch==
-The AutoMatch feature (available from FamilySearch Central) causes RootsMagic to scan FamilySearch looking for matches for each person in your database.  While RootsMagic will match up the person in your file with the record on FamilySearch, no data will be exchanged between RootsMagic and FamilySearch.  Due to the speed (or lack thereof) of FamilySearch, the AutoMatch can take quite some time for a large database (but is still way faster than matching one person at a time manually).  If you stop (or cancel) the AutoMatch, RootsMagic will retain all the automatic matches made up to that point (so you won't lose any matches which were made before you cancelled).
+The AutoMatch feature (available from <u>[[RM8:FamilySearch_Central|FamilySearch Central]]</u>) causes RootsMagic to scan FamilySearch looking for matches for each person in your database.  While RootsMagic will match up the person in your file with the record on FamilySearch, no data will be exchanged between RootsMagic and FamilySearch.  Due to the speed (or lack thereof) of FamilySearch, the AutoMatch can take quite some time for a large database (but is still way faster than matching one person at a time manually).  If you stop (or cancel) the AutoMatch, RootsMagic will retain all the automatic matches made up to that point (so you won't lose any matches which were made before you cancelled).
 ==Manual Matching==

@@ Line 6: / Line 6: @@
 *Participate in discussions about the person's information
 *If you are LDS, reserve and complete ordinances on behalf of the person
 ==AutoMatch==

← Older revision		Revision as of 16:21, 25 September 2021
Line 40:		Line 40:

	When you are finished searching for matches, press Close to return to the main screen. If you matched your RootsMagic person to a FamilySearch person, the icon next to the person's name will now be blue FamilySearch-16.		When you are finished searching for matches, press Close to return to the main screen. If you matched your RootsMagic person to a FamilySearch person, the icon next to the person's name will now be blue FamilySearch-16.
		+
		+	==Searching For More Matches==
		+	If you are unable to find a match for your RootsMagic person in FamilySearch, press the "Search" button for additional search options. You will see this screen:
		+
		+	FamilySearch-Search
		+
		+	You may search by
		+
		+	*Names and Events, or
		+	*Person ID
		+
		+	RootsMagic will enter whatever information it knows about the person into the search fields. You may wish to make your own changes or adjustments to the search. Click Search when ready. Any records matching the search criteria will appear in the list of matches.
		+
		+	If you choose the Advanced Search option, RootsMagic will display checkboxes you can select in order to require RootsMagic to match the field exactly on FamilySearch.