Page 1 of 1

Change Record ID

Posted: 28 Mar 2016 03:04
by rodit
I have been following the Topic Using colour in Family Historian (11209) as my paper documents are collated in files by colour, similar to that mentioned by the initiator. Using the =IsAncestorOf() expression suggested by Tatewise, I now have pretty good Diagrams in a project of MY family.
One big problem - when I open another Project, (my wife's family), her grandparents Record ID's are different from those used by mine, and consequently the coloured boxes in diagrams do not refer to her grandparents.
Is it possible to change individual Record ID's so that the grandparents of myself and my wife have the same Record ID's? I could not find anything about this in the KB or Forum Topics.
regards

Roger

Re: Change Record ID

Posted: 28 Mar 2016 10:48
by tatewise
It is for this sort of reason that we recommend you only have one large Project for your entire family tree. Clearly there must be a significant amount of duplicated records in the current two Projects, and if any new data comes to light for those records, the changes must be entered twice. So one solution is to use File > Merge/Compare File.

However, if you still wish to continue with two Projects, there is a variant of the Expression you could try.
This relies on your Wife's Record Id being the same in both Projects.
So assuming her Record Id is 6 then these two Expressions refer to her father and mother respectively:

=IsAncestorOf( %INDI%, Field( Record(6,"I"), 'INDI.FAMC>HUSB>' ) )

=IsAncestorOf( %INDI%, Field( Record(6,"I"), 'INDI.FAMC>WIFE>' ) )

You can use similar Expressions for your parents by substituting your Record Id.

Alternatively, you can renumber the Record Id, but it is a bit awkward.
See glossary:record_types_and_record_id|> Record Types and Record Id and glossary:work_with_record_identifiers|> Work With Record Identifiers.
That provides a procedure for adjusting Record Id, but relies on the Custom Id field being unused by every Individual record.
To change your Wife's parents Record Id you must ensure that no other Individual record uses the new Record Id.
If they do, then you must swap the Record Id around by editing their Custom Id field and running the Plugin as advised.

Re: Change Record ID

Posted: 28 Mar 2016 20:03
by mezentia
FH generates record ids automatically starting at 1 and this will be the case for each project. You won't be able to change these numbers. However, there is a Custom Id field associated with each individual that you could use to maintain your own numbering system across projects. The field appears on the Details tab on the individual's property window but to see this very useful tab you need Version 3 compatibility to be set via the Customise Property Box accessed from the gear wheel menu icon on the individual's property box. I do this where I am carrying out a family reconstruction within a single parish where I find using a separate projects more convenient that lumping everyone into one enormous file, but where I need to flag individuals that potentially migrated from one parish to another.

Re: Change Record ID

Posted: 28 Mar 2016 21:03
by tatewise
Sorry to correct you mezentia, but you can change Record Id via the Tools > Record Identifiers dialogue, as explained in my reply.

The Custom Id field always appears on the All tab of the Property Box.
It is also easy to add the Custom Id field to the Main tab, without having to create a Details tab:
  • From the Main tab use the cog Menu > Customize Data Entry.
  • Select Custom Id in lefthand Available Items pane.
  • Click central > button to add to Selected Items pane.
  • Click OK.

Re: Change Record ID

Posted: 29 Mar 2016 05:49
by rodit
Thanks.
Worked out the ID change procedure from Knowledge Base > Work With Record Identifiers. as suggested by Mike Tate.
Changed wife's grandparents' ID's and all is sweet.

Mike - I do have a Merged Project, as that is the family tree of our children, however, the colour system is only applicable to our individual families as initially stated.
Thanks again
Roger

Re: Change Record ID

Posted: 02 Apr 2016 11:26
by mezentia
As usual, Mike, you are quite correct. However, I read the question as asking if it were possible to alter directly the record id for a specific individual. It seems that this is not possible except using a method that you yourself describe as cumbersome.

I used to use the renumber facility regularly when I first started to use FH as I didn’t like gaps in the number sequence. I soon realised, though, that doing so was quite counter-productive, that gaps in the numbering sequence were only cosmetic and that FH was best left to organising itself with the allocation and maintenance of record ids. Having reviewed the options in the Record Identifiers dialogue, I am quite concerned that one of the options, to copy Custom Ids, could possibly be quite dangerous. Having spent a lifetime in IT, and a very large proportion of that in software design and development, I am well aware from personal experience the problems that can arise from having a corrupt key or index within a database. I assume FH will make all the necessary checks to avoid duplication of record ids when copying Custom Ids, but personally, it is not a feature I would contemplate using, and again from a personal point of view, I think the Record Identifiers dialog should be removed, with the exception of a complete re-generation, though I’m sure others will disagree.

I used to use Custom Ids quite a lot to cross-reference to paper documents, but as time went by I realised that this too was a duplication of effort and that FH was far better at organising my research than using paper, so gradually my paper copies have been consigned to the shredder and the Custom Ids removed. However, in retracing some of my research, questioning some of the assumptions made, I have found that using a project that focusses on a single family from a single parish a very effective research method, allowing a much more forensic examination of sources. I now use the Custom Id field to cross-reference a family member where they have migrated from one parish to another or to a different town or city, and thus appear in more than one project. I integrate their individual reference id from their parish of origin within the custom Id across projects: another reason for not re-numbering record ids. I do keep a master, all families, tree, but as my research has been going on for nearly 15 years, this now comprises more than 10,000 individuals and extends to over 26 Gb of storage, and which I find it rather unwieldy to work with when I need a fine degree of focus.

As regards the Detail tab, I am aware that information entered here can also be entered using the tree representation of the GEDCOM file on the All tab, which I do find reminiscent of the representation of directory structures on early incarnations of Windows. In my opinion, however, the Detail tab provides a more familiar and intuitive window in which to record information about an individual that crops up quite regularly, and particularly for users new to FH. For example, I use the alternative name to record formal name changes, name used to record where first names might have been dropped in favour of a name chosen by the individual him or herself. The use of Nickname is obvious, as are the extra date fields for Baptism and Christening. Title, name prefix and suffix I also use on occasion. A particularly useful field is the Count of children, which, if set to zero and the appropriate diagram option is set, causes a line to be drawn under the individual’s box on a diagram giving a clear indication that that line of the family has no further known issue, and therefore warrants little of no further research other than for lifestyle and other period information. The Detail tab could only be improved by enabling the recording of physical characteristic such as height and weight, hair and eye colour, and complexion, information readily available from military records. On the other hand, perhaps this is something Nick Walker might like to look at for the next version of AS :)

Re: Change Record ID

Posted: 02 Apr 2016 11:57
by tatewise
Rest assured that the Record Identifiers dialogue will only act on valid Custom Id values that are all unique numbers.

Regarding the Details tab, you can customise that, or the Main tab, or a custom tab, to include whatever information you want. They are simply a snapshot of the 1st instance of some of the data on the All tab.

You can record physical characteristics in the Physical Description standard Attribute, or a Military custom Attribute, and add them to the tabs. But customising tabs is NOT something that AS would do.