Showing posts with label 2019PeopleFilterSmart. Show all posts
Showing posts with label 2019PeopleFilterSmart. Show all posts

Friday, September 17, 2021

FTM2019 - Find A Grave Memorials --- Moved Memorials

Clean up, focusing on Find A Grave Memorials.


This clean up of my Find A Grave memorials has been really helpful. What I started with, was to Move any Find A Grave entries, in the Person Notes field, to the Find A Grave Memorial # Fact Notes Field. I had notes in both places but wanted them ALL to be in the Fact Notes.

I have only reviewed the start of the alphabet, up to the letter D. I am doing a Surname by Surname letters to keep track of where I am. Using the Filter In Feature, I used the Find A Grave Memorial # Fact as my Filter.

As I finish a letter or series of names, I remove them from the Filter. So, it's easy to keep track of where I am.

To date: I have reduced 35 Pages of Person Notes, and have added 11 Pages of Fact Notes. Going in the right direction, as I had hoped. I have 322 profiles that have the Find A Grave Fact.

As I am doing this review, I look at the Burial Fact, to make sure that the Cemetery in that Fact is in my "Cemetery" database, which is a Citation. I have 81 Cemeteries in that Database. So far, that means that  ALL of the Cemetery Information from the Find A Grave website, is ALL in ONE place. I had a number of Burial Fact Notes with information about the cemetery, which is why I created the Cemetery Database. That database is anything I can find on the Find A Grave website about the cemetery, including physical locate, contact information (some time), former Cemetery Names, most helpful, and other comments. I don't have to remember to put cemetery information in the Burial Fact Notes.

Also, with the focus on Find A Grave, I was reminded that when there was a change in "ownership" of the Website other things changed. For example, some Memorials did NOT have Cemetery Locations. Many of those Memorials were removed. I HAD marked, in the ToDo list, those memorials in two ways. The ToDo list AND in the Find A Grave Memorial # Fact AFTER the number. So, looking at the Find A Grave custom report I created, I could SEE those memorials I used to have, that no longer exist.

At last count, there are 30 such memorials that no longer exist. But, some of them had been replaced. I have been tracking that. I had 79 "missing" memorials, so I have been finding some of them.

I have also made sure that IF I have a Find A Grave Index record, that I also have the information from the Find A Grave website. I have about 65 of those identified.

As I have been doing in the past, but have been really focusing on this Clean Up (Genealogy Do-Over, my style) to make sure that I have my Evernote Notebook Up to date.

Time consuming, yes, but so worth the time an effort when I do more work on my Prep work for the 1950 Census Release.

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Copyright © 2021 by Cousin Russ

Saturday, August 28, 2021

FTM2019 - Web Links Tab

A problem that I have had, with the Family Tree Maker program, is the ability to identify which Profiles use the Web Link Tab, in the People Workspace, Person View.


In this example, the profile has 10 Web Links. I wanted a way to see "who all has Web Links". Understanding the Filter Feature, I created a FACT called "Web Links Tab", and created a Citation for that fact. So, I can create a list of ALL Profiles that have Links in the Tab, but then I can Filter OUT some other Fact. In the Video, I can Filter OUT All profiles that do NOT use the WikiTree Fact that is in use. All profiles that have a WikiTree FACT will have a information in the Web Links Tab, to take me to their Profile on WikiTree.



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Copyright © 2021 by Cousin Russ

Saturday, November 9, 2019

No Ancestry Hints -- What's up with that ????

I created an Active filter, while working on a project. I was looking for Ancestry Hints for some specific profiles, as created in the Filter.


No Hints from Ancestry, but most had Hints that there are Profiles on FamilySearch for most of them. I like that option, because it tells me that my data may be correct. I have blogged about how I use the FamilySearch match feature before.

But WHY no Ancestry Hints.

I went to the Plan Workspace, because I thought this file was uploaded and sync'ed to Ancestry and that I have been working on my 5,000 hints from this file before.


No Connection ???

But, there is a link to the Ancestry Member Tree.

What is going on here ?

Then I looked in the upper Right Corner of the Plan Workspace to find the answer.


I was no longer looked it.

This is not a bug, this is not a problem, it was a change in the interface between Family Tree Maker and Ancestry.

Easy fix ... Log In.

AND I have the 2-Step Verification turned on. All part of helping keeping our information safe.
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Copyright © 2019 by Cousin Russ

Thursday, October 3, 2019

FTM2019 - People Workspace

More for the People Workspace

Saved Filters



Counters on Tabs


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Copyright © 2019 by Cousin Russ

Monday, September 30, 2019

Undocumented Fact Report - Update

UPDATE: Undocumented Fact Report Management

Actually, that worked out well, and I have marked all 1,678 Profiles that have undocumented Facts. Far more than what I wanted, but it is now manageable. I know what I have to work with AND a Plan on what to do, going forward.

OBSERVATIONS:

There were two observations: 1 - Most of the Undocumented facts, not going into detail, was PRE-Family Tree Maker Version 2010. As I did not see many Citations that were using the Template Feature, which was added in  FTM2010. 2 - Some of the Undocumented Facts were probably entered in a Version, prior to Version 16,  the last of the DOS Family Tree Maker versions.

We didn't have the tools / features that we have today. AND it reminds me to use the Undocumented Fact Report daily. That does NOT mean that all of the Facts are Documented (yet), but at least I KNOW which profiles have Undocumented Facts.

Going Forward:

Over the past number of years, I spend time moving my Sources (Source Groups) into the Source Template Feature. As I work these undocumented facts, I MUST look at the Citations for the Fact WITH Citations and then make sure that those Sources of the Citations are using the Template Feature.

I have a spreadsheet with all of my Source Groups, I know how many each Citations the Source Groups have, and how many Source Groups are using the Template Feature. So I know where this project stands. As I clear any Undocumented Facts in a profile, I will Delete the No Documentation Fact (marked Private), just to make sure that I did, in fact clear that undocumented Fact.

In the description Field, I entered:

  • Find A Grave
  • No Documentation
  • Undocumented Fact
  • Undocumented Facts
  • and 4 specific Source names, that are books in my library
I explained  about the 2nd though 4th item in the earlier blog post. I did not have to change that Plan.

Using the new "Smart Filter" feature of FTM2019, it really helped me keep track of which Profiles I had identified and those that I needed to identify. It also helped me actually clear the Fact that did not have a Citation in earlier versions of Family Tree Maker. IF the profile fit into those description listed above, I did not resolve them in the report, but will use the No Documentation Fact to clear those up.

I had to keep in mind, which category I was dealing with. For those with the "sex" Fact, I used the Name Citation, and Pasted it, into that Fact. But, for the others, I wanted to use my No Documentation Fact citation for that. Remember that Family Tree Maker has TWO "clipboards", the Windows Clipboard, and the FTM clipboard for those Citations.

The Undocumented Fact Report provides the ability to use the "Individuals to Include" option. I selected Include ALL, then Filtered OUT, any profile where the "No Documentation" fact Existed.

This next image is the New "Smart" Filter feature. I call it the Dynamic Filter. In previous versions, once you set a Filter, it is static. Each time I return to the Individuals to include that number on the Right would decrease, meaning more profiles had that Fact. IF I put that Fact on 5 profiles, that number would decrease by 5. Applying (button at the bottom) the report would update.


I started with 12,636 Profiles (People) in the Left Column and there are 1,678 in the Right Column when I completed AND the Report had NO entries. I have identified everyone that had at least one fact without a citation.

Because I Cited each of that "No Documentation" fact, I had a check and balance. I went to the Source Workspace, found my No Documentation Citation and ensured that I had used that Citation 1,678 times. And I did.


Here is where the "Smart Filter" / Dynamic Filter feature really helps. In the People Workspace, Tree View, Filter, it will open the existing Filter window, where I select Filter IN, No Documentation Exits, which moved that 1,678 names into the Right Panel. 



Then I wanted to Filter OUT the No Documentation (description) "No Documentation", so I can see only those that does include that description. In this case it was 605. None of those profiles have any documentation. Sounds like a lot, and it is, BUT I will look at those profiles that are related to that profile. I got that information from somewhere, and most likely from one of those other family members.


It's not clear on this screen capture, but there is a pencil ICON on the Right, next to the "trash can" where I can Edit that Filter Out, to get the other numbers for each of the above description items. AND, this "Smart Filter" / Dynamic Filter, shows exactly what the various items that make up what has been filtered in and out.

Summary:

Profiles with Undocumented Facts =1.678
No Documentation = 605
Undocumented Fact = 286
Undocumented Facts = 386
Find A Grave = 3

The four books that I have as sources = 398

Now for the Undocumented Fact, where this started, I didn't count. But, I know that my Undocumented Fact Report, when I started this, was 169 pages long. When I completed this, that report was 122 pages. If the report has 20 Profiles per page, that would mean that about 940 profiles, and they have been resolved.

Lesson Learned: Run the Undocumented Fact Report FREQUENTLY, my, now best practice, DAILY.


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Copyright © 2019 by Cousin Russ

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