Merging a duplicate Family Grouping is a massive & fussy undertaking. But it could be made more manageable.
@prculley recently gifted us with an “Active Person” filter add-on Rule. Along with a similar rule that returned all the People of the current Relationship view, I thought Filters could be built based on these 2 rules for each of the other Categories.
Those rules could make a more natural system of walking through to double-check a family. It could also make merging duplicates in all Categories a cleaner & more confident process.
Unfortunately, it can’t work yet.
The idea was:
Given that you found a duplicate John Smith… when you merge the 2 profiles, you’ll also want to merge duplicate Events, Families, Citations, Sources, Repositories, Notes, Media, Places, Addresses, Attributes. (Then work through those of the duplicate parents, sibs, spouses & children.) But… it is painful to find anything but duplicate people for merging. The other views don’t have the navigation features similar to what has been created for People records.
I found I could simulate the navigation for Events & Places.
I already had an ActivePerson filter. It has been useful for making a dynamic version of any rule that allows a Person <filter>.
I built (slow) simulation of a Relationship people lookup with the following custom Person filter rules named ActiveRelationship:
- Active Person
- Parents of <ActivePerson>
- Siblings of <ActivePerson>
- Children of <ActivePerson>
- Spouses of <ActivePerson>
This restricts the post-merge People view to immediate family & duplicates. So far, so good, so slow. I can Merge People with this too because the view doesn’t re-filter as I change the Active Person or merge.
(I would’ve used Matt’s Degrees of Separation rule… except that it doesn’t yet have an Active Person option.)
I copy the duplicate results in the Person view to the Clipboard as a W.I.P. list. (It is easy to lose track of work as everything changes dynamically.) As a person was completed AND their immediate family was merged, I removed them from the clipboard.
[Can’t search for Families where people returned by a Filter are one of the spouses]
Events custom filter rules named ActiveRelationshipEvents:
Events of Persons matching <ActiveRelationship> (include Family events)
Places custom filter rules named ActiveRelationshipEventPlaces:
Places of events of matching <ActiveRelationshipEvents>
(It’s nice to have an alternative that finds the same but only those with no Lat/Long. So you can fix Places that would fail to plot & thus be able to map every Event)
You cannot filter for Sources, Citations, Repositories, Media, or Notes associated with People, Events… or much of anything else.
The rules based searches that are possible are also incredibly slow.