Showing posts with label FTM2017Places. Show all posts
Showing posts with label FTM2017Places. Show all posts

Monday, February 4, 2019

User Question: How do I batch delete unused Place Names ?


Here is the Question
I am in the midst of a major tree cleanup, moving large amounts of people into other files or deleting them. I am also doing general cleanup of the database. I am finding a lot of place names that no longer have anyone linked to them. I am assuming that the people originally attached to these places are no longer in the database. Is there a method of searching for "orphan" place names and doing a batch delete?
Quick Answer: You Can't BULK Delete Place Names without a Fact linked to that place.

My suggestion is to put the Place Names in the FLAT View, then use your down arrow on your keyboard and look in the Right Hand Panel.

I suggest that, rather than using a report, base you can Delete the Unused Place name tight here.

Yes, there is manual clean up work after you do clean up.

Also, BACK UP BEFORE you do any of this, then do a Compact and Back Up when you are done. You don't have to do that ALL at the same time. I suggest making a note as to the Letter of the alphabet that you have completed, so you can pick up where you left off.

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Copyright © 2019 by Cousin Russ

Tuesday, December 18, 2018

Knowledge Base - Places Workspace


The Places Workspace

Posts from this blog


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    Copyright © 2018 by Cousin Russ

    Sunday, December 31, 2017

    Use for Burial Fact Notes

    How I am using the Burial Fact Notes

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    Copyright © 2017 by H R Worthington

    Saturday, September 30, 2017

    FTM2017 - Seven Workspaces

    Continuing my review of the Workspaces, this time will give a high level view of each of the workspaces. The individual Workspaces will be covered in coming days.



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    Copyright © 2017 by H R Worthington

    Monday, May 22, 2017

    Cemetery Report using the Historic Place Name feature

    Going to take a "road trip" to Pennsylvania to visit cemeteries where I know to have people buried there. How do I create a List of Cemeteries and who is buried in each?

    The trick starts with the use of the Historic Place Name feature [ Place detail (historical name, address church, cemetery, etc): ] in the Resolve Place Name screen.

    Here is the Cemetery Name: 

    Birmingham-Lafayette Friends Meeting, West Chester, Chester County, Pennsylvania, USA

    This is the entry in the People Workspace, Person View




    The Place Name is entered as listed above. In the Right Panel, with that Burial Fact Selected the Pencil "edit" ICON appears. That is to Resolve the Place Name.



    Clicking on that brings up the Resolve Place Name Edit screen



    Using the up pointing arrow, on the Left, the information to the first Comma, is moved to the upper field, "Place Detail", and the City, County, State, and Country are searched for and selected. 

    This process takes full advantage of the Map feature. It shows where the cemetery is and who is buried there. But, I am going to the State, not just this cemetery, so I need a report.




    Go to the Publish Workspace, Person Collection, Custom Report. Individuals to Include (on the right) and this pop up window appears. In the Find Individuals screen, FILTER IN => select ALL Facts and scroll down to Burial.



    Now, in the field below Burial, select ANY DATA



    and the default "Equals"  changed to Exists. That mean anyone who had information in the Burial Fact will be in the list. 



    In my case, there are 642 entries. 



    I don't want everyone, I only want those in Pennsylvania. 



    I select the <= Filter Out, burial fact, select Place, Does not Contain Pennsylvania.




    That gets me down to 246 people, buried in Pennsylvania.

    Still in the Publish Workspace, Select the Items to Include ICON>



    which will open the items to include in the Report. I removed the Birth, Marriage, and Death Facts  (the Red X) and added (Green +) Burial. The only information I want to Include only preferred Facts. I then selected the Burial FACT and only have a check mark in the Place and again the Include only preferred Facts




    I want the report to be sorted by Cemetery. At the bottom of that panel is where the 1st Sort is by Burial Place then by name.

    Where is a sample of what that report would look like.




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    Copyright © 2017 by H R Worthington

    Friday, April 14, 2017

    What's YOUR Plan for FTM2017 ?

    While we await the Software MacKiev team continue to test FTM2017, have you thought about Planning what are YOU might be doing to prepare for it's release ?

    Used with permission from Software MacKiev

    Actually, I thought I would share mine, based on what I have seen on the support.familytreemaker.com website.

    • Make an inventory of ALL of my Family Tree Maker FILES on my computer
    • Make an inventory of ALL of my Linked Ancestry Member Trees (AMT)
    • I have a Desktop and a Laptop so, on that 2nd item, Identify WHICH computer is linked to which Ancestry Member Tree
    • I have done this, but my inventory needs to be updated
    • Within the FILES, I need to identify what Version of Family Tree Maker last opened that file
    • For the older files, do I have THAT file in FTM2014.1 ?

    So, getting the inventory of what I have to work with. EXCEL works for me. I have NOT done anything to these files at all, just gathering my inventory

    When I open or close of my FILE, I do NOT just Exit or use the red X in the upper right to close the Program down. File Close, and File Exist.

    • Review the Inventory and MARK which FILES can be ARCHIVED, meaning I already have a Back Up AND it's in FTM2014.1 already
    • Inventory ALL of the BackUp files. Making a distinction between a manual BackUp and an Automatic BackUp. (the filename will include Auto Back Up, unless you removed that). The Automatic BackUp does not include Media Files
    • Open Each of your "new" working list in FTM2014.1, one at a time
    • Go to Tools, Compact AND BackUp that file, ALL check marks
    • Mine will be to an External Drive

    Now, ARCHIVE ALL of those files you marked to be inventoried BUT those files that you have in FTM2014.1, Hopefully, to an external drive, JUST IN CASE.

    • In the Plan Workspace, use the Link to View the AMT from that Link
    • Check the number of Profiles between the File and the Tree
    • Check the number of Gallery Items in your Tree, and the number of Media Files in the Media Workspace

    You can skip those steps if you do NOT have a Linked AMT. But you want to make sure that the File on your computer links to the Ancestry Member Tree.

    Next, review, in the Plan Workspace, under "Start a new tree" and select Download a Tree from Ancestry. Check that list against your Inventory of Files (on your computer) and Trees (on Ancestry). See if you are missing any files. If you are missing a file, use the Export button, to download the Tree from Ancestry. MARK that file in your inventory. Suggest that you do something about that File LAST. I am guessing that you will have some clean up work to do.

    You have your Working Files and it's Media Folders all in one place and you know what you have. You have a BackUp of EACH of them, on that external drive that can be restored if needed. You should be good to go.

    Now, if you still have some time left, do a spot check of File, Restore from BackUp. This would be a file and folder that you can delete. When you are offered what the File Name should be when you restore, I add -Restored at the end

    Master_2014-1_1510-2017-04-13-Restored

    The Back file will have everything but -Restored so all you have to do is to add that. That makes it easier to Delete File and the Media Folder. For me, I will Archive that as well to my Archive External Drive.

    Now you can prioritize the order in which you want to bring these files into FTM2017.

    Things to think about:

    • Make another BackUp and use  a SMALL file to test out the FamilySync™ feature
    • Look at the information in EACH of the Workspaces
      • Plan
      • People - Tree View
      • People - Person View
      • Places
      • Media
      • Media - by Category
      • Source
      • Citations
      • Publish
      • Publish - Saved Reports if you have them
      • Publish - Books, if you have created any
      • Look in the Help Menu for any NEW items in the Help Menu

    Notice, I didn't say anything about New Features. What you are looking for is any problems in your File that you might have found during the new FamilySync™ feature. Remember, you have a BackUp..

    • Make ONE, small change, in that "test" file, maybe the real file and do a SyncNow
    • Review as you did before.

    Think of this as a test file and don't panic. Remember, if you follow my suggestions, you have at least Two (2) Back Ups.

    IF there is an issue, don't ask me, don't go to FaceBook, go IMMEDIATELY to


    and let them know, EXACTLY what you did, what you saw, Verify in the Help, About Family Tree Maker and the Version number, include the last four numbers that you will see (FTM2014.1 .... 1510)

    You could report a Bug on that website, you could have a Chat with them, but let Software MacKiev know that you have a problem. Posting those problem here or on Facebook is not the right place to get help.

    This may look like a lot of work, and it is, but for me to plan this out, ahead of time will help me in the long run.

    Because I teach creating and using Files and Trees, I have a lot on my list. Probably 25 or 30. At the End of this project, I will clean all of that up. Then I can get back to my research
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    Copyright © 2017 by H R Worthington

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