Hi Les, Excellent Advice. I suggest you add - check all Master Lists. View - Master Lists Some of your clean up tasks are easier and more efficient in the Master List.
I would also add the Gedcom as a source to every item in the database. This can be done easily when you are importing the file to your Master Legacy file. Click the AutoSource button and then choose add source to all incoming fields that have information. You can create the source to add when you click Select Master Source. Note that you don't "export file to Master File" but open the Master file and then import your new cleaned up file. I'm not sure how you're doing the Merge. I find it useful to assign much higher RINs to any incoming file so that if you use the Merge - Find Duplicates, it's very clear who was in which original file. And I'd have the new person on the right when merging as you merge right into left. Cathy Leslie Williamson wrote: > > I’m sure many, if not most of us, will have imported a GEDCOM and > regretted not “making it clean†before entering it into our master > Legacy file. I decided to compile a set of notes/instructions to > ensure that all my future downloads were “cleansed†in a full fashion. > Here is a copy of my notes/instructions sheet, and hope it is of some > help. > > I would welcome any feedback, criticism and suggestions to improve it. > > Les Williamson > > Bonnie Scotland > > *Importing Instructions* > > *Tasks to carry out before importing files into Master Legacy file* > > ** > > *Create a new file with meaningful name e.g. “Donor file†and import > GEDCOM into it.* > > €Remove Media Files (6. Locations 6.2) > > €Remove superfluous Notes > > €Enter Birth Dates (where missing – If the date is not known I enter a > “circa†date that should fall within 20 years, or an “about†date that > will fall within 5 years) > > €Correct Place Names (also check for rogue entries e.g. occupation, > Servant) > > €Remove Unknown parents (unless there are Siblings) > > €Add Spouses to Husbands/Wives that are Unknown > > €Correct any children with 2 or more sets of Parents > > €Remove any “Unknown†marriages (this is most easily done using the > marriage list) > > €Run Duplicate Search > > €Run Potential Problems > > €Carry out File Maintenance > > €Make final corrections > > €Carry out Final File Maintenance > > €Run “Compare Two Files†& Tag Dups (“1†on Donor File & “2†on > Receiving File) If these tag numbers are in use, replace with > available numbers e.g. 8 & 9. > > €Export file to Master File > > €Do Manual Merge using Tagged “2†files on Left > > Delete the Donor File > Legacy User Group guidelines: http://www.LegacyFamilyTree.com/Etiquette.asp Archived messages after Nov. 21 2009: http://www.mail-archive.com/[email protected]/ Archived messages from old mail server - before Nov. 21 2009: http://www.mail-archive.com/[email protected]/ Online technical support: http://support.legacyfamilytree.com Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on our blog (http://news.LegacyFamilyTree.com). To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp
