Plugin to sort problems with FTM Imports
Posted: 26 Dec 2015 15:14
FTM_Fixer was conceived as a One Stop Shop to deal with import problems arising on importing Family Tree Maker (FTM) data to Family Historian (FH). It is only expected to run once, on a tree imported into FH from FTM, preferably immediately after importing. This avoids any problem with the order of applying many ad hoc individual fixes where one may depend on another having been already run – or not run.
Its aim is to reduce the UDF Count to zero, which it now doing for my data
If an attempt is made to run it a second time it will not run.
You should use the option to include media, both when importing to FTM from Ancestry and when importing into Family Historian.
It does not attempt to fulfill all the requirements of a round-trip mechanism – at least not in this version - but will be of interest where a tree is being moved permanently, or where regular one way imports are performed in order to use FH reporting features.
Several of the problems it fixes seem to have been addressed in v6.1 which I have not yet looked at yet – I will make some adjustments to fit in with this in due course.
FTM_Fixer addresses the following problems with FTM data imported into FH
1. Truncation of longer records in Custom Events, OCCU, RELI, EDUC and PROP
2. Loss of Images from source citations
3. Loss of Military information
4. Loss of Employment records
5. URLs are lost. For now putting them into notes.
6. All Media described as Picture even if it is a Story
7. Default Picture information is lost
8. Address records stored inline in individuals is lost
9. Repository records lose Email Address. Address records are truncated
10. Media records are headed by their file name not their title
11. Many odd bits of HTML left in text – mainly &nsbp; & and ' – these are tidied up
12. Media references against an Individual NAME are removed
13. “Other Port” records (_ORIG and _DEST) showing the other end of a voyage can optionally be removed, converted or left alone.
14. “Bare Addresses” where Addresses records are stored directly under an individual are converted to RESIdence records.
15. Quarter Dates formatted as e.g. “Jan-Feb-Mar” or “Apr May Jun” are corrected.
16. Descriptions may optionally be trimmed to a user specified length to avoid over-filling small boxes.
17. Publication Info for Ancestry sources which is endlessly repeated can optionally be combined into a referenced note, simply discarded, or left as it is.
18. Source and Media records may optionally be given consistent parallel numbering.
Source Images. The fact that source images are not displayed is due to FH’s inability to attach an image to a Citation, but only to a Source, meaning that to fix the problem you must embrace one of several Source Methodologies, and the data must be rebuilt accordingly.
1. Method 1 – Create a source for every citation – citation in “Where in Source” and “Text from Source” (Most sources – much duplication)
2. Method 2 – Combine sources as much as possible –citation in “TextFromSource” and “Note” within the source keeping it general to all instances. (Smaller increase in sources)
3. Method 1.5 - While keeping the more general sources of Method 2, put individual citations in the “Where in Source” and Text from Source easily visible at the front source form. (Same increase in sources as method 2)
4. Method 3. – Keep the extremely general sources of Ancestry / FTM. (A whole census is a single source). Do not attach media to the source at all, but store it directly in the individual. Store any information that would help future plugins to tie the two together. (Least sources – All media visible but links broken)
These methods are discussed in more detail on the import forum.
After a welcome screen (below right) FTM_Fixer offers the following options:-
1. Source Method
2. Record Numbering – Sequential, From Media Filename or None
Source and Media files can optionally be numbered, either sequentially or based on the Media filename. The source and media file are given the same name.
3. Convert long descriptions to notes
4. Number of words to keep in truncated descriptions
5. Number of words to keep from truncated line
6. Source publisher – Discard, In Note, or In Source
7. Other Port records – Discard, Restore, Leave
[img]FixerOptions.png[/img]
From that point processing is automatic. Progress through several processes is displayed on a double “Process Time / Overall Time” progress bar. At the end a report is displayed showing UDF count before and after processing and the number of errors of various types corrected.
[img]FixerResults.png[/img]
Its aim is to reduce the UDF Count to zero, which it now doing for my data
If an attempt is made to run it a second time it will not run.
You should use the option to include media, both when importing to FTM from Ancestry and when importing into Family Historian.
It does not attempt to fulfill all the requirements of a round-trip mechanism – at least not in this version - but will be of interest where a tree is being moved permanently, or where regular one way imports are performed in order to use FH reporting features.
Several of the problems it fixes seem to have been addressed in v6.1 which I have not yet looked at yet – I will make some adjustments to fit in with this in due course.
FTM_Fixer addresses the following problems with FTM data imported into FH
1. Truncation of longer records in Custom Events, OCCU, RELI, EDUC and PROP
2. Loss of Images from source citations
3. Loss of Military information
4. Loss of Employment records
5. URLs are lost. For now putting them into notes.
6. All Media described as Picture even if it is a Story
7. Default Picture information is lost
8. Address records stored inline in individuals is lost
9. Repository records lose Email Address. Address records are truncated
10. Media records are headed by their file name not their title
11. Many odd bits of HTML left in text – mainly &nsbp; & and ' – these are tidied up
12. Media references against an Individual NAME are removed
13. “Other Port” records (_ORIG and _DEST) showing the other end of a voyage can optionally be removed, converted or left alone.
14. “Bare Addresses” where Addresses records are stored directly under an individual are converted to RESIdence records.
15. Quarter Dates formatted as e.g. “Jan-Feb-Mar” or “Apr May Jun” are corrected.
16. Descriptions may optionally be trimmed to a user specified length to avoid over-filling small boxes.
17. Publication Info for Ancestry sources which is endlessly repeated can optionally be combined into a referenced note, simply discarded, or left as it is.
18. Source and Media records may optionally be given consistent parallel numbering.
Source Images. The fact that source images are not displayed is due to FH’s inability to attach an image to a Citation, but only to a Source, meaning that to fix the problem you must embrace one of several Source Methodologies, and the data must be rebuilt accordingly.
1. Method 1 – Create a source for every citation – citation in “Where in Source” and “Text from Source” (Most sources – much duplication)
2. Method 2 – Combine sources as much as possible –citation in “TextFromSource” and “Note” within the source keeping it general to all instances. (Smaller increase in sources)
3. Method 1.5 - While keeping the more general sources of Method 2, put individual citations in the “Where in Source” and Text from Source easily visible at the front source form. (Same increase in sources as method 2)
4. Method 3. – Keep the extremely general sources of Ancestry / FTM. (A whole census is a single source). Do not attach media to the source at all, but store it directly in the individual. Store any information that would help future plugins to tie the two together. (Least sources – All media visible but links broken)
These methods are discussed in more detail on the import forum.
After a welcome screen (below right) FTM_Fixer offers the following options:-
1. Source Method
2. Record Numbering – Sequential, From Media Filename or None
Source and Media files can optionally be numbered, either sequentially or based on the Media filename. The source and media file are given the same name.
3. Convert long descriptions to notes
4. Number of words to keep in truncated descriptions
5. Number of words to keep from truncated line
6. Source publisher – Discard, In Note, or In Source
7. Other Port records – Discard, Restore, Leave
[img]FixerOptions.png[/img]
From that point processing is automatic. Progress through several processes is displayed on a double “Process Time / Overall Time” progress bar. At the end a report is displayed showing UDF count before and after processing and the number of errors of various types corrected.
[img]FixerResults.png[/img]