Profile merging

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Pending merge means that you or someone else merged two profiles together (either to create a cycle or to eliminate duplicate siblings / spouses / etc.) The point of a "pending" merge is that it can be undone. While the merge is pending, you will see a primary profile in every place where either of those two profiles previously appeared, and from the profile page of the primary profile, you can access the "secondary" profile -- the one that will be eliminated once the merge is complete.

Once you're certain the two merged profiles are actually the same person, you should complete the merge (Complete Merge button atop the profile page of the secondary profile) and then delete the secondary profile once you've verified that the primary profile contains all of the data that was previously in the secondary profile. We'll be working to streamline this process in a future release.

The following rules are used to determine which profile is chosen as the Primary Profile:

  1. If one of the profiles is claimed but not the other, the claimed profile becomes primary and only the claimed member may complete the merge.
  2. Otherwise, if one of the profiles has a greater "profile completeness" score (as seen on your own home page for yourself), that profile becomes primary.

Remember: The 'Added By' credit will go to the Primary Profile regardless of who added more content. This is given to the user that added the profile to the site first. Expanded Merge Permissions

In order to merge two profiles for the same person you must have permission to edit both profiles. If you only have permission to edit one of the profiles, you can send a request to merge to the manager of the other profile.

Now you can send a request even if you don’t have edit permission on either profile. This will send a request to the manager of the first profile. If they accept, a request will then be sent to the manager of the second profile. Now more users verify and initiate merges on matching profiles.

We also have carousel merging on the site for those profiles linked to a number of duplicates already. Below is an example of what you will see once you select 'View the Other Profiles'

SBSMerge.png

Use the arrows at the bottom of the page to navigate and compare the linked profiles pending merges. If you have permission, you may complete the merge there by selecting 'Yes Merge These Profiles.' If not, you may send a merge request to the manager of the duplicate profile to initiate the merge process. In the case that the two profiles are different, you can select 'No Undo Merge.'

Merge My Duplicate Tree and Profile

If you have more than one Tree and/or a duplicate profile in another existing Tree you may wish to merge the two accounts. To do this, simply login to one of your accounts and add the email address for the other. You may do this by selecting Settings and Email and Passwords from the top, right-hand corner of your account page.

You will then be sent an confirmation email to your other Geni account and address so you may verify that indeed you are the same person. Once you have done this, you may login and provide the password for the secondary account to complete the merger.

Helpful Hints

If one of the merged profiles contains an email address only the profile owner may complete the merger on their node. This is the reason that you are only given the 'No-Undo' option on the 'Main' profile. You may wish to contact these people and ask that they login to complete the mergers on their profiles.

Also, keep in mind that if you are not the manager of the two merged profiles or manager of only one of the profiles then you will need to collaborate with the other manager or be in their Family Group in order to complete these mergers. Alternatively you may use the 'Request to Merge' option to send the request directly to one of the managers on the profile (if applicable).

Family Group is the default setting for Managed Profiles. Therefore Family Group members may make edits and merge profiles you manage. Once the other manager is a member of your Family Group both managers should have permission to merge that profile. Note: if one manager has updated their Permissions then they may need to loosen the setting to include Family.

Collaborators may also edit and merge profiles you manage if you are Collaborating with them.

Merge Issues List

All merge issues are included in a list on your Home page in the top, right-hand corner under Merge Issues. Included there are all the pending issues that resulted from a previous merge for your Family Group, those managed by you and any profiles you are Collaborating on.

You may now filter these issues by type: Any, Conflicting Data, Pending Merge, Parent Conflict or Possible Partner Conflict; Modified by, using the people tagger to select an individual; or Managed by, to select a manager. You may also check or uncheck to include issues pertaining to your Collaborators on the site.

Note that you may only act on those issues for those profiles you have permission to edit. However, when you view a data conflict that you don’t have permission to resolve you can send a request directly to the manager asking them to resolve the data conflict.

Note: When merging duplicate profiles Management responsibilities will be given to the creator of the most complete profile in our database. Therefore you may wish to check both profiles for each prior to merging in order to determine who will retain management responsibilities when collaborating. The Added by reference will be given to the creator of the oldest profile.

Find Similar Profiles

Using our Matches feature you may view the duplicate Profiles Connected to your Tree above the Actions menu of any profile by selecting '1 match in other Trees' (also available as 'Resolve Duplicates' on a tree node's more menu). We'll use our advanced search technology to find other profiles with similar names and birth and death dates (+/- 4 years) as well as gender. This is a great way to quickly finding duplicates for profiles that have been added to the tree.

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