How
to Work with Possible Duplicate Records
To merge duplicate records:
Family
Tree finds records that may be possible duplicates. After comparing two
records, you can
merge
them. After you have identified the information to keep, Family Tree will:
• Keep
the original record.
• Add
to the original record the information that you selected from the duplicate
record.
•
Remove and archive the duplicate record.
•
Record these actions on the change history so that they can be unmerged if
needed.
Before
you start the merge process:
• Do
your research to determine the accuracy of the information and to attach
sources.
• Write
down the ID number for both persons on a FamilySearch
Family Tree Cleanup Worksheet.
• Compare the temple work for both persons. Write
it down.
After the merge, recheck
the temple work for the remaining person.
•
Understand the full picture - you are adding the family and extended pedigree
of the merged person too.
Proceed
slowly - cautiously - carefully.
First – if you already know two records to merge, Write down the ID
numbers for both persons on your FamilySearch Family Tree Cleanup Worksheet.
If you do not know of any duplicates yet,
use Possible Duplicates in step 2 to
look for them.
1. Open
the person’s details page.
2.
Click Possible Duplicates in the Tools box. Review
the results and do either A or B
below.
A. If a record is displaying, go to Step 4.
B. If the record is not displaying, click Merge by ID in the header.
* Enter the ID number of the duplicate record
that you want to compare with.
* Click Continue. Go to Step 3.
3.
Click Review Merge.
The
record on the left is the one that will be preserved. The record on the right
will be deleted
and
then stored in an archive. Have the more correct record on the left-hand side.
If needed,
click Switch Positions (if available)
above the two names to switch the two records.
4.
Click Open Details beneath Vital Information to review who last modified the information and
to
review any reason statements.
5.
Compare the information of the record on the right side with the information on
the left side.
• If
the information on the right is not on the left, and is correct, click Add.
• If
the information on the right is more correct, click Replace.
• If
the information on the right is the same or less correct, click Reject.
• If
you need to change your selection, click Undo.
6.
After reviewing each piece of information, then do either A or B below.
A. If the two records are
a duplicate, click Continue Merge.
Enter the
reason why you feel they are a match.
Click Finish Merge.
B. If you determine the two records are not a duplicate, at the bottom
of the page
click Not a Match.
Enter the
reason why you feel they are not a match.
Click Not a Match.
To
indicate that two records are Not a Match:
Family
Tree finds records that may be possible duplicates. After comparing two
records, you can
indicate
that they are not a match. Family Tree will no longer suggest that they are
possible
duplicates.
1. Open
the person’s details page.
2.
Click Possible Duplicates in the Tools box.
3.
Compare the information between the two persons.
4.
Click Not a Match if the two persons do not match.
5.
Enter the reason why you feel they are not a match.
6.
Click Not a Match.
To
remove a record from the “Not a Match” list:
1. Open
the person’s details page.
2.
Click Possible Duplicates in the Tools box.
3.
Click Not a Match in the header.
4. Find
the person that needs to be moved back to the list of possible duplicates.
5.
Click May Be a Match at the far right of the person’s name.
6.
Enter the reason the information is correct.
7.
Click May Be a Match.
To undo a merge - if the record has
not been changed:
If the
merge needs to be undone, and if the preserved record has not changed since the
merge,
then
you can undo the merge.
1. Open
the person’s details page who needs a record unmerged.
2. In
the Latest Changes box, click Show All Changes.
Changes
that resulted from a merge are identified with a colored box around them. Merge is
at the
top left of the box.
3. Find
the name of the deleted person and then click Unmerge
to the right of the name.
4.
Enter the reason why you feel the merge should be undone.
5.
Click Unmerge.
6. In
the Latest Changes box, click Show All Changes.
Changes
that resulted from an Unmerge are identified with a colored box around them.
Unmerge is at the top left of the
box.
To restore a record that was
deleted after a merge - if the record has been changed:
When
two records are merged, one record remains in Family Tree, the other is deleted
and then
stored
in an archive. If the merge needs to be undone, and if the remaining record was changed
after
the merge, then you have to restore the archived record.
1. Open
the person’s details page of someone in the person’s family.
2. In
the Latest Changes box, click Show All Changes.
Changes
that resulted from a merge are identified with a colored box around them. Merge is
at the
top left of the box.
3.
Click on the name of the person listed beneath Deleted Person.
4.
Click Person on the
summary card.
Review
the information as to why the record was deleted.
5.
Click Restore Person.
6.
Enter the reason
309
Individuals FSFT © 2015 Intellectual Reserve, Inc. (12 May 2015) Utah South Area Family History Training Center -
Orem
Thank you to the Utah South Area Family History Training Center for these instructions.
Mary Pletsch
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