RootsMagic 8:Merging Duplicate People - Revision history

Renee: /* Manual merge */

2021-09-07T04:20:28Z

Manual merge

Renee: /* Duplicate search merge */

2021-09-07T04:10:59Z

Duplicate search merge

Renee: /* Duplicate search merge */

2021-09-07T04:06:28Z

Duplicate search merge

Renee: /* Duplicate search merge */

2021-09-07T03:59:30Z

Duplicate search merge

Bruce: /* Not duplicates list */

2021-09-02T22:43:00Z

Not duplicates list

Bruce: /* Manual merge */

2021-09-02T22:21:32Z

Manual merge

Bruce: /* Duplicate search merge */

2021-09-02T22:20:46Z

Duplicate search merge

Bruce: /* Duplicate search merge */

2021-09-02T22:20:17Z

Duplicate search merge

Bruce: /* Duplicate search merge */

2021-09-02T22:19:40Z

Duplicate search merge

Bruce: /* Duplicate search merge */

2021-09-02T22:18:58Z

Duplicate search merge

@@ Line 57: / Line 57: @@
 == Manual merge ==
-Manual Merge brings up the side by side Merge Duplicate Records dialog for you to hand select the duplicate people and merge them. Select the primary person on the left side (if different that the one displayed), and the duplicate person on the right side.
+Manual Merge brings up the side by side Merge Duplicate Records dialog for you to hand select the duplicate people and merge them. Open the Manual Merge dialog by selecting the People page, then click the Tools button, then select "Manual Merge". Select the primary person on the left side (if different that the one displayed), and the duplicate person on the right side.
 [[File:RM8_Tools-Merge-Manual.jpg|Manual merge]]

@@ Line 47: / Line 47: @@
 #Click the OK button the run search and open the Merge Duplicate Records window.
 #;[[File:RM8_Tools-Merge-Duplicate-2.jpg|Duplicate search merge 2]]
-#The Merge Duplicate Records window has a list of potential duplicates shown at the top of the window. When you select on of the rows at the top, the two people are show in the Primary Person and Duplicate Person areas in the lower part of the window.
+#The Merge Duplicate Records window has a list of potential duplicates shown at the top of the window. When you select one of the rows at the top, the two people are shown in the Primary Person and Duplicate Person areas in the lower part of the window.
 #*If you want to see more details about the primary or the duplicate individuals, click the "Edit person" button for the respective person.
 #*If the suggested people are not duplicates, click the "Not a match" button to mark them as such so they won't be considered duplicates in the future.

@@ Line 34: / Line 34: @@
 ##**Compare dates - If this checkbox is marked, RootsMagic will compare the birth dates of individuals to determine if they are duplicates.
 ##**Compare places - If this checkbox is marked, RootsMagic will compare the birthplaces of individuals to determine if they are duplicates.
-##**Check blank dates – If this checkbox is marked RootsMagic will include people without birth dates.
+##**Compare blank dates – If this checkbox is marked RootsMagic will include people without birth dates.
-##**Check blank places – If this checkbox is marked RootsMagic will include people without birth places.
+##**Compare blank places – If this checkbox is marked RootsMagic will include people without birth places.
 ##**Max years between births – The maximum number of years which the two birth dates can differ by.
 ##*Death information
 ##**Compare dates - If this checkbox is marked, RootsMagic will compare the death dates of individuals to determine if they are duplicates.
 ##**Compare places - If this checkbox is marked, RootsMagic will compare the death places of individuals to determine if they are duplicates.
-##**Check blank dates – If this checkbox is marked RootsMagic will include people without death dates.
+##**Compare blank dates – If this checkbox is marked RootsMagic will include people without death dates.
-##**Check blank places – If this checkbox is marked RootsMagic will include people without death places.
+##**Compare blank places – If this checkbox is marked RootsMagic will include people without death places.
 ##**Max years between deaths – The maximum number of years which the two death dates can differ by.
 ##'''Find people with the same Ancestral File Numbers''' - RootsMagic will look for any individuals that have matching Ancestral File numbers. All other information in the person's record will be ignored.

@@ Line 21: / Line 21: @@
 == Duplicate search merge ==
-#Open the Duplicate Search dialog by selecting "Merge, Duplicate search merge" from the main menu.
+#Open the Duplicate Search dialog by selecting the People page, then click the Tools button, then select "Merge Duplicate".
 #Select your options from the Duplicate Search dialog:
 #;[[File:RM8_Tools-Merge-Duplicate-1.jpg|Duplicate search merge 1]]

@@ Line 74: / Line 74: @@
 To see what "non-duplicates" RootsMagic is ignoring:
-·Select 'Tools, Merge, View 'not duplicates' list" from the main menu to see the list.
+*Select the People view, click the Tools button, then select Not duplicates list
+*;[[File:RM8_Tools-Merge-Duplicate-NotDup.jpg|Not a Duplicate]]
-·Click the "Remove from 'not duplicates' list" button – to remove items from the Not a Problem List so that Problem search will be able to detect them again, and show them in the problem list.
+*Click the "Remove from 'not duplicates' list" button – to remove items from the Not a Problem List so that Problem search will be able to detect them again, and show them in the problem list.
+*Click Close to close the dialog.

@@ Line 58: / Line 58: @@
 == Manual merge ==
 Manual Merge brings up the side by side Merge Duplicate Records dialog for you to hand select the duplicate people and merge them. Select the primary person on the left side (if different that the one displayed), and the duplicate person on the right side.
-−
 *Click the "Select primary person" button at the top left to open a picklist of names included in your database. Choose the desired primary individual from the list.
 *Click the "Select duplicate person" button at the top right to open a picklist of names included in your database, and choose the desired individual to merge with the primary person from the picklist.

@@ Line 53: / Line 53: @@
 #*When you have determined the individuals are duplicates, and the individuals are listed on the screen in the appropriate order, you are ready to complete the merge.
 #Click the "Merge duplicate into primary" button to complete the merge. Until you click this button, the merge is not completed, and you can make changes to the individuals (click "Edit person") or change individuals. As you merge data, RootsMagic transfers any extra information in the duplicate record (right) to the primary record (left), and then deletes the duplicate record. Where the facts show different names or dates or places, the facts are copied from the duplicate record to the primary record - only identical facts are merged.
-##When the merge is completed, you can edit the remaining individual's record by clicking "Edit Person" while the details are fresh in your mind.
+#*When the merge is completed, you can edit the remaining individual's record by clicking "Edit Person" while the details are fresh in your mind.
-##Continue through the list by selecting the next set of potential duplicates to analyze and possibly merge them, or you can click Close to close the dialog.
+#*Continue through the list by selecting the next set of potential duplicates to analyze and possibly merge them, or you can click Close to close the dialog.
 == Manual merge ==

@@ Line 46: / Line 46: @@
 ##'''Find people with the same reference numbers''' - RootsMagic will look for any individuals that have matching reference numbers. This is not the same as record numbers (which would never match since no two people in a database have the same record number). The reference number is a fact which can be added to an individual. All other information in the person's record will be ignored.
 #Click the OK button the run search and open the Merge Duplicate Records window.
-#;[[File:RM8_Tools-Merge-Duplicate-2.jpg|Duplicate search merge 2]]#The Merge Duplicate Records window has a list of potential duplicates shown at the top of the window. When you select on of the rows at the top, the two people are show in the Primary Person and Duplicate Person areas in the lower part of the window.
+#;[[File:RM8_Tools-Merge-Duplicate-2.jpg|Duplicate search merge 2]]
 ##If you want to see more details about the primary or the duplicate individuals, click the "Edit person" button for the respective person.
 ##If the suggested people are not duplicates, click the "Not a match" button to mark them as such so they won't be considered duplicates in the future.