Thursday, August 21, 2014

Best Way to Match Parents in FamilySearch Family Tree Using RootsMagic - Part 2

I posted Best Way to Match Parents in Familysearch Family Tree Using RootsMagic - Part I on 18 August, which described one way but probably not the best way, and promised to highlight the Best Way in a later post.  

If you recall the earlier post, when I tried to match Parents of my person, I ended up creating two additional families, each with one parent and my person (as a child).  To rectify that problem, I had to go into the FamilySearch Family Tree and delete the parent-child relationship for the two additional families.  That works, but is not optimum.  

The better way to match Parents of a person in RootsMagic with parents in the Family Tree is:

1)  On the "FamilySearch Person Tools" page for my Person (I chose Eunice Norman (1686-1743)), the Parents in RootsMagic (left-side of the screen below) are not matched to Parents in the Family Tree (right side of the screen below):



As you can see on the screen above, the background color for the Father and Mother of Eunice norman is yellow.  That means the names in the Family Tree are the same as the names in the RootsMagic database, but the Family Tree person is not matched (linked) to the RootsMagic person.

The goal here is to match them.  At this point in the earlier post, I clicked on the RootsMagic person to match them.  That led to the problems of creating two additional families.

2)  The Best Way to match Parents of a Person is to click on the Parent in the "My FamilySearch Person" side (the right side) of the screen above.  When I clicked on the tree icon next to the name of the father, John Norman, on the FamilySearch side of the screen, I saw:


The system gave me two choices - "Add to RootsMagic as a new Father," or "Match with RootsMagic to John Norman."  I chose the second option.  When I clicked on "OK" on the screen above, I was back in the RootsMagic "FamilySearch Person Tools" screen and the background for the Father is now green:


3)  I did the same thing for the mother.  I clicked the tree icon next to the mother's name on the FamilySearch side of the screen above and saw the same choices:


I selected the second option, to Match Sarah Maverick with the RootsMagic person Sarah Maverick, and clicked "OK."

That brought me back to the RootsMagic "FamilySearch Person Tools" to see:



Success!  Both Father and Mother in FamilySearch are matched with my RootsMagic persons.

4)  I could now go to the FamilySearch Person Tools" screen for the Father and the Mother and click the "Find Matches" tab for the FamilySearch person in the Family Tree and merge them with any duplicate profiles.

This process is much easier, and does not add extraneous or erroneous data or relationships to the FamilySearch Family Tree.  

To summarize, the Best Way to match Parents in FamilySearch Family Tree using RootsMagic is to click on the Parent name in the "My FamilySearch Person" side of the screen and match it to the Parent name on the "My RootsMagic Person" side of the screen.

The UIRL for this post is:  http://www.geneamusings.com/2014/08/best-way-to-match-parents-in_21.html

Copyright (c) 2014, Randall J. Seaver


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