Difference between revisions of "Tree Merging"

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== What is it? ==
 
== What is it? ==
  
Tree merging will allow you to claim a profile in more than one tree. If others nodes in the merged trees are duplicated, you will be able to merge these nodes, creating one combined, accurate record of your genealogy using the information in each tree.
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If you have a profile in more than one Tree, Tree merging will allow you to merge these two profiles. If others nodes in the merged trees are duplicated, you will be able to merge these nodes, creating one combined, accurate record of your genealogy using the information in each tree.
  
It basically give the means to join currently separate Geni trees into a larger tree. (In the future, you will be able to use the [[GEDCOM#GEDCOM import|GEDCOM import]] feature to merge your GEDCOM data into an existing family tree on Geni.)
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This enables the combination of separate Geni trees into a larger tree. (In the future, you will be able to use the [[GEDCOM#GEDCOM import|GEDCOM import]] feature to merge your GEDCOM data into an existing family tree on Geni.)
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See also [[Profile merging]]
  
 
== Tree merging ==
 
== Tree merging ==
  
In its initial release, you'll be able to merge two unclaimed profiles, or else a claimed profile and an unclaimed profile. (claimed vs. claimed requires an additional email flow that obtains authorization from both email addresses; Geni is saving that for a later release so that they can get 90% of the functionality into your hands sooner). So Geni will choose which one to keep based first on whether one is claimed; if not, then the more-complete profile (per Geni's profile completeness bar) will be chosen. In the event of a tie (likely for two new profiles), the user's input will take precedence (did you drop A onto B, or B onto A?)
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Tree Merging extends [[profile merging]] by allowing you to merge your profile with a profile on another tree using a request system for the necessary approval.
  
Once the profiles are merged, the secondary profile will be accessible from the profile page of the primary but none of the profile data will be merged yet. The merge can be undone at any time until the user clicks the "Automerge" link on the secondary profile, at which time Geni will automatically merge whatever we can (initially photos, guest book comments, email addresses, and possibly more) and the merge is considered final. The secondary profile will remain, with only the data that could not be automerged, until it's deleted using a link or button on the secondary profile page.
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Later releases will refine these features and implement more complex ones.<ref>{{Geni forum topic|2026|Merging/Import: What happens to existing profiles?}}</ref>
  
Later releases will refine these features and implement more complex ones.<ref>http://forum.geni.com/topic.php?id=2026&replies=9#post-12012</ref>
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== Helpful Hints ==
  
== Suggestions and Development ==
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The order you choose to work on them has a profound affect on other merge issues, and the time it takes to get through them. When merging two entire otherwise identical branches, it was almost always more efficient to start with the youngest generation and work your way backwards in time, progressively toward the ancestors. When you do it in that order, the tool usually lets you take care of entire sets of siblings and their parents at once. But if you start with the parents, the tool usually (maybe always) doesn't know that children with identical names, birth dates and dates of death could possibly be the same person.
See [[Talk:Tree Merging#Suggestions|the discussion page]].
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'''GEDCOM Merging into Existing Tree'''
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To complete a merger of your newly created GEDCOM Tree into an existing Geni Tree visit the [[GEDCOM Merge]] wiki page for detailed instructions.
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'''Merge Duplicate Geni Trees and Profiles'''
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To do this, simply login to one of your accounts and add the email address for the other. You may do this by selecting [http://www.geni.com/account_settings/all_account_settings Settings] and [http://www.geni.com/account_settings/email_password/ Email and Passwords] from the top, right-hand corner of your account page. 
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You will then be prompted to enter the password for the other account in order to merge the two Trees and Profiles into one.  Be sure to have your account passwords handy so that you may complete this in one step. If you don't remember your password a confirmation email will also be sent to the other address from which you may select to merge the accounts by using the link included in that email.
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=== Find Similar Profiles ===
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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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== Please Keep in Mind ==
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Once you have completed a merge:  
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* It cannot be undone
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* Any information which was not selected is erased (i.e. if you chose his 'About Me' information over hers - his will be included and hers will be lost - this is irreversible)
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* Family News information is lost when merging your original OG account into the newer one
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* The Tree Creator status goes to most recently created node/profile (therefore, the name on your Awards page may change)
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== See also ==
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* {{Geni forum topic|16321|Feature Preview - Merging Trees by Email Address}}
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* {{Geni forum topic|13701|Feature Preview: Tree Merging}}
  
 
==References==
 
==References==
 
<references />
 
<references />
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[[category:glossary]]

Latest revision as of 16:05, 27 January 2010

Contents

[edit] What is it?

If you have a profile in more than one Tree, Tree merging will allow you to merge these two profiles. If others nodes in the merged trees are duplicated, you will be able to merge these nodes, creating one combined, accurate record of your genealogy using the information in each tree.

This enables the combination of separate Geni trees into a larger tree. (In the future, you will be able to use the GEDCOM import feature to merge your GEDCOM data into an existing family tree on Geni.)

See also Profile merging

[edit] Tree merging

Tree Merging extends profile merging by allowing you to merge your profile with a profile on another tree using a request system for the necessary approval.

Later releases will refine these features and implement more complex ones.[1]

[edit] Helpful Hints

The order you choose to work on them has a profound affect on other merge issues, and the time it takes to get through them. When merging two entire otherwise identical branches, it was almost always more efficient to start with the youngest generation and work your way backwards in time, progressively toward the ancestors. When you do it in that order, the tool usually lets you take care of entire sets of siblings and their parents at once. But if you start with the parents, the tool usually (maybe always) doesn't know that children with identical names, birth dates and dates of death could possibly be the same person.

GEDCOM Merging into Existing Tree

To complete a merger of your newly created GEDCOM Tree into an existing Geni Tree visit the GEDCOM Merge wiki page for detailed instructions.

Merge Duplicate Geni Trees and Profiles

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 prompted to enter the password for the other account in order to merge the two Trees and Profiles into one. Be sure to have your account passwords handy so that you may complete this in one step. If you don't remember your password a confirmation email will also be sent to the other address from which you may select to merge the accounts by using the link included in that email.

[edit] 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.

[edit] Please Keep in Mind

Once you have completed a merge:

  • It cannot be undone
  • Any information which was not selected is erased (i.e. if you chose his 'About Me' information over hers - his will be included and hers will be lost - this is irreversible)
  • Family News information is lost when merging your original OG account into the newer one
  • The Tree Creator status goes to most recently created node/profile (therefore, the name on your Awards page may change)

[edit] See also

[edit] References

  1. Merging/Import: What happens to existing profiles?
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