Friday, August 27, 2021

FTM2019 Clean Up

After I Privatized my Media Files, I thought I would do some File Clean Up.


This is work on my own File, with 12,661 profiles. I have two questions in my mind as I have been doing this clean up.

What do I need / want to see
What do I want YOU to see

Those two questions have been on my mind when I give presentations on Family Tree Maker or when I blog, here, about the program. I have implemented these questions in a couple of smaller files, but not on my own file. I have been cleaning up a lot of information, like Citations in my file, but not really spent some time making this file public. Too messy, and needed to be cleaned up.

Thinking through the Media file issue, those two questions returned to this file and the related, linked Ancestry Member Tree (AMT). In an earlier blog post I figured out a way for someone finding the AMT, to communicate that I had images for the Profile. I can do that with my Master File.

But what about other information, like Facts, Notes, those stories. I know what I want to handle the Person (Profile) Notes. Each Note will have a Citation, keeping in mind that may be many notes in one persons Notes, but each one will have a Citation and that citation is in Bold. I have been doing that. The bolded Citation is a visual for me, that there is the "next" note, in the person note Tab. So, IF I have notes and I have not put the Citation, in bold, I just Privatize that Persons Notes. Looking at what I had left, not made private, I just privatized that note and moved on. I realized that the notes, with citations, were not consistent. So, I went through almost 200 pages of notes and made them Private. I want to see consistent notes, with Citations, but don't want anyone else to see them YET. Also, Ancestry AMTs do not present the Notes with the formatting (like bold Citations) that I have in my version of the Notes. Remember that those notes may appear in a Book that I may create from this file. That Formatting WILL remain in that Book. I can also unprivatize those notes for that book.

All Notes are not marked as Private.

I already have a number of FACTS that I have marked as Private, like Current Place Names for a Historical location (see earlier blog posts on that), but when I was looking at the 200 Facts that I have in my database, again my use of those Facts were not Consistent.

I did two things with the Facts. Marked ALL but Birth, Marriage, and Death Facts as Private, but Default, AND those existing, as Private. I can see that ALL. As I did this, I created an EXCEL spreadsheet with each Fact and the Number of times that Fact was used. As I went along, I made a quick notation that I needed to fix my usage of that Fact, in EXCEL.

What I also have, is an Evernote (another program) Notebook on how I use Family Tree Maker. I have used that for a long time, especially for Citations. So my next task, and I may blog about this, is to put all of those Facts in Evernote, and describe how I use that Fact and Where I get it from.

In EXCEL, I made a couple of Notes. Self, Records, System. Where did that fact come from. Very high level, but I did this to give me a clue as to the Order in which I want to work on those Facts. Some are easy, some, not so much. My Military FACTS are out of control.

Going forward, my workplan is to make those Private Facts public, as appropriate. Keeping in mind those two questions.

What do I need / want to see
What do I want YOU to see

I have not forgotten my prep work for the 1950 U.S. Federal Census project, as I will switch between the two projects from time to time, probably one day with one project the next on the other.

I probably will share some of this work in this blog, if there is any interest. But I want my file to be the way it should be. I have learned a lot of information since I started AND Family Tree Maker has many new features that make it easier to accomplish my goal.

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Copyright © 2021 by Cousin Russ

2 comments:

  1. What a find your blog is. I have merged 2 files and now have multiples of some individuals, sometimes 10 +. I know how to merge 2 but it will take. Me days! Help! Cheers

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