Hoping that the Legacy programmers fix the file importing and merging
problems. I lost a lot of info on an import from another copy of my
Legacy data a while ago. Appeared to lose Ancestry numbers, etc.
Following your recommendations might have helped, but it should not be
necessary. I detest the large numbers used by FS, and have tried to
eliminate them when doing merges!

On a related topic, I still say, as I said years ago, the Source data
should be one of the clickable tabs when doing merges! We should be able
to see the sources and select the ones we want to save or combine when
merging>

Jay Ingalls

==========================================
Subject:        Re: [LegacyUG] Events in Ancestor Book Report misplaced
Date:   Wed, 16 Apr 2014 17:46:41 -0700
From:   JV Leavitt <jleavi...@att.net>
Reply-To:       legacyusergroup@LegacyUsers.com
To:     legacyusergroup@LegacyUsers.com


Yea! I'm glad to see that at least one other person has discovered that
if you are doing a lot of work on your database, the practice that Jay
[not Jay Ingalls] describes will help make your life a happier one than
you might otherwise have been able to enjoy. My largest file is 167,000
records, and the most difficult of operations was to merge a small
section back into it after it had been expanded, optimized, and sync'd
with FS FT.

I supposed that an AutoMerge using IntelliShare ID numbers would be all
that was needed. Not so. There are new issues now, having to do with
FSID's being lost in the process, for one thing.

I learned from others on this list to have the small file come in with
very large RIN numbers. I switch them right away to the left side of the
merge window, and proceed one by one. A confusion factor would appear if
I had allowed abandoned RINs to be reused (Customize 4.4) -- it seemed
to cause serious problems in the merge process, but this was only a
suspicion of mine, and not proved by testing, etc.

Before doing such a merge, I learned to first renumber RINs and MRINs,
and a few other preparatory steps I worked out, like backing up first
(duh...), and to run the first three file maintenance options on both
files, and to make no other changes before starting the merge. My merge
operations are coming out clean now, and without difficulty or problems
of any kind. I too am thankful for "Legacy's overall strength at
managing the data."

Afterthought -- Okay, here are the steps I worked out:

*Before Merge -- of the Master File and the small file to be merged

* Backup both files Search and Replace -- Location Names & Short Loc.
Names (, United States), both files Combine duplicate location names
Renumber RINs & MRINs on both files File Maintenance - First three
options on both files Refresh and print tree list for Master File

*Merge Operation* All records - pertains to the imported file

*Renumber RINs from 200001

* - pertains to the imported file.

(*Do not renumber from 1*, as this is already being used by the Master File

*Do not* Fill all existing abandoned RINs/MRINs

AutoBackup option not necessary -- done in a previous step

At beginning, when location differences are shown: Keep / transfer GPS
data onto left side Keep / transfer best location names onto left side

*At first merge window, swap to have large RINs on left side –
necessary to keep FSIDs

* **(_*None of the imported sync data from FS FT is kept unless it is on
the left side*_)

RINs of imported [FS] file are large, this makes merge data easier to see

Watch out – the program will call out possible merge of children with
same name where one died young, but another was born later with the same
name

Watch out – names of spouses might be slightly different – might
need to make them the same

Do not use AutoMerge - IntelliiShare options

*After Merge -- Master file

* Backup – before any corrections etc.

File Maintenance, First three options

Renumber RINs & MRINs

Set relationships

Refresh and print trees list, and compare with the one made before the
merge

Do global sort of child and marriage lists

New backup *After Merge – Small File

* Rename the small file to move it to the Archive folder.

NOTE: Now is a good time to export a small file if one is ready, because
the MF is clean.

Joseph Leavitt



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