Tackling Your Inherited Genealogy Files: Merging Duplicates

by Lisa Cooke | Mar 27, 2017 | 01 What's New, RootsMagic

Merging duplicate records in your family tree is important. Perhaps you have inherited a giant genealogy file (GEDCOM) from a relative. What now? Follow along in our series on Inherited Genealogy Files as we talk about how to merge the duplicates in your family tree.

Have you cleaned up your family tree lately? Whether you have inherited a genealogy file from a relative or have been an avid researcher yourself, clean-up is necessary from time to time, especially as your database grows.

Merging Duplicates from an Inherited Genealogy File with RootsMagic

When you sit down to do your genealogy research, the last thing you want to worry about are duplicate names. Duplicates can be distracting and confusing.

You may have inherited a genealogy file or files in the form of GEDCOMs. (Read more on what and how to use a GEDCOM file here.) While inheriting this family history is great, it can also be a lot of work to clean-up, confirm the data, and add source citations where needed.

If you use RootsMagic or other similar software, it can be quick and easy to clean up duplicate names in your database. Start by running a duplicate search by clicking on Tools, selecting Merge, and then clicking Duplicate search merge.

You can search for duplicates by surname or given name. You might consider running a duplicate search for sounds alike, as well. This is particularly important if you have merged two databases in which you and the other contributor may have used different surname spellings.

When you are ready, click Search for duplicates at the bottom of the box. The system will tell you how many duplicates it finds and allow you to compare them one-by-one.

If you find a duplicate, the primary person will be on the left and the matching record on the right. Whichever record/person is most correct, use the Swap button to move that record to the primary position on the left.

If you feel these are a match, click Merge duplicate into primary at the bottom left corner. You have now merged these two individuals. It should be noted that you do not actually lose any of the data of the duplicate person. If I find Dean Howard Lockwood in my index and double click on his name, a pop-up window appears and I see he now has two birth and death entries, however. To fix this, click on the duplicate fact to highlight it, then click Delete fact at the top.

Cleaning Up Duplicate Places

You may not have considered cleaning up the duplicate places that exist in your file. For example, perhaps Great-aunt Susie liked to use the old format for place names. [i.e. , Ross County, Ohio] Notice the comma before the county name Ross. This was the way in which genealogists used to indicate Ross was the name of the county. Now, we use the more recent accepted format and change that to: Ross county, Ohio, United States. You can quickly merge these two places into one by clicking Lists at the top left, and choosing Place List.

Now, choose the place you would like to fix and double click it. In the pop-up window that appears, simply type in the place name as you desire it to appear in your database.

In the example above, we have changed , , Kentucky to Kentucky, United States and clicked OK. But wait, there’s one more step! You may notice your list now shows duplicates of Kentucky, United States or some variation. To fix that problem, click on the merge button at the top of the Place List pop-up window. A new window will pop-up and you can choose all the places you wish to merge together. Then, click Merge selected places.

More on RootsMagic Software

RootsMagic is the genealogy software used and recommended by Lisa Louise Cooke and The Genealogy Gems Podcast. You can purchase this amazing software from the Products We Love tab in our store or by clicking on the RootsMagic 7 image link. When you use our affiliate links, you are helping to support the free Genealogy Gems Podcast. Thank you!

GEDCOM File (What is It & How to Use This Genealogy File)

by Lisa Cooke | Mar 11, 2017 | 01 What's New, RootsMagic | 1 comment

A GEDCOM file is a universal type of file that genealogists use to move data from one genealogy software program to another. Using these helpful tips below, you can open genealogy files your family members send to you, or share your data with others.

When and Why You Would Need to Open a GEDCOM File

A Genealogy Gems reader recently wrote:

I recently signed up for [the Genealogy Gems] newsletter. I received a CD from a relative with family history information that was set up through Family Tree Maker. I am currently not subscribed to any of the genealogy sites. My question is, how can I retrieve this information [from the CD.] Can you help?

The answer to the question is: Use another program to open the GEDCOM file from the CD. Let me show you how easy it is to open and create GEDCOM files.

GEDCOM Basics

GEDCOM is an acronym standing for Genealogical Data Communication. It is a universal genealogy file that allows you to exchange genealogical data between different genealogy software programs.

Because it is “universal” in nature, a GEDCOM file can be read by many different types of genealogy software. That means, if you are using RootsMagic, you can still share all the data you have collected with your cousin who uses Family Tree Maker, and she will not have to type in all the names, dates, and places manually.

Occasionally, not all the information included in a GEDCOM file will transfer perfectly. There are differences in how that information is interpreted and some things, like notes and sources, may be affected. However, for the most part, much of it will transfer correctly.

How to Open a GEDCOM File

Our reader needs to open a GEDCOM file contained on the CD he was sent. To do this, he must have a program on his computer that will read a GEDCOM file. There is an option I would like to share with you.

RootsMagic is a downloadable software for both Mac and PC users. (And, it is the one we here at The Genealogy Gems Podcast use! That’s why we accepted them as a sponsor of the podcast.)

Once you have downloaded  RootsMagic to your computer, open it. At the top left corner, click on File and from the pull-down menu, choose Import.

Now, a new pop-up window will open and ask from what source you would like to import from. You will notice several options, but for our reader’s question, he will choose the GEDCOM option.

Then, choose I know where the file is, and the file explorer window will appear. In this case, our reader would click on the CD that he has loaded into his computer’s disk drive, and follow the prompts to open the GEDCOM file. All that information his relative sent him will be slurped into RootsMagic and he can easily look through the pedigree of his family.

Creating a GEDCOM to Share with Others

RootsMagic also allows you to create a GEDCOM file. This is what you would send to your relatives when they would like to have a copy of the family tree.

To do this, open RootsMagic. Click on File, as we did before, and this time choose Export from the pull-down options.

The export box will pop-up. You can choose what you wish to have included in this export. I typically choose Everyone, but you can do yours by family names by clicking on the down arrow next to Everyone and choosing Select from list.

Once you have clicked OK, the GEDCOM file is ready to be saved to your computer. Save the file on your desktop or somewhere you will be able to locate it again. Remember to name the file and pay attention to where you are saving it!

Creating a GEDCOM from Ancestry.com

If you have stored your genealogy data at Ancestry.com, you may be interested to know that you can create a GEDCOM file for your family tree there as well. It’s just a matter of signing into your Ancestry account, locating the Tree Settings, and then clicking Export. I found a nice article outlining the steps on how to do that here.

Protecting Your GEDCOM Files

Creating a GEDCOM is also a great way to save or backup your hours and hours of family history research. One of the saddest tales of genealogists everywhere is losing their computer or printed family files with all that work!

GEDCOM files can be saved to a hard drive, saved to an external unit, emailed, put on a thumb drive, or uploaded to the Cloud. You can also invest in a company like Backblaze, the official backup of The Genealogy Gems Podcast,  that will automatically backup all your files. (Read more about Backblaze, here.) All of these methods protect you and your genealogy.

More on Protecting Your Genealogical Data

Learn more about Backblaze, The Genealogy Gems Podcast’s first choice when it comes to backing up precious genealogy research and personal files. Read the article’s below and determine if Backblaze is the answer you’ve been looking for.

How to Download Backblaze in 4 Easy Steps

Backing Up Your Genealogy with Backblaze – Q & A