* Importing from 'Generations'

Importing from another genealogy program? This is the place to ask. Questions about Exporting should go in the Exporting sub-forum of the General Usage forum.
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Paul Wigan
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Re: Importing from 'Generations'

Post by Paul Wigan » 26 Feb 2022 12:29

Thanks Bill and Mike for all of your help on this.

I was using Edge as my browser and the Plugins didn't seem to like downloading on that. I then tried Chrome, all seems to have worked and I have five Plugins showing in Family Historian.

I have also imported one Gedcom file as a "New Project" following pre-load cleanup using the Plugin. I am now going to do a visual check of that import using a dual monitor set-up with Generations on one monitor and FH on the other. I will then be into using the post-import Plugins, and no doubt coming back to this forum with more questions !

But thanks again for the help to date, really appreciated. :D

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Re: Importing from 'Generations'

Post by Paul Wigan » 26 Feb 2022 19:34

I have gone through the dataset that I cleansed using the pre-load cleanup Plugin, and quite a lot of notes etc have not imported into FH.

I have gone on to run the other Plugins, with this result :-
Capture98.JPG
Capture98.JPG (156.06 KiB) Viewed 2643 times
And with this result :-
Capture99.JPG
Capture99.JPG (284.1 KiB) Viewed 2643 times
Can you please point me in the direction of what to do next ? I think that I understand what these reports are telling me, but I am unclear as to what to do next. :?:

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Re: Importing from 'Generations'

Post by tatewise » 26 Feb 2022 21:33

Please confirm which steps you have completed successfully in the advice in Importing to Family Historian preliminary sections and especially the Import from Generations Family Tree sections.

For example, I suspect you have not dealt with Inline Sources for Notes or Clean Up Notes that may reveal more Notes.

See also the Other Conversions section that has many more tips and plugins.

As a newcomer I strongly advise you to review everything in Getting Started and in Key Features for Newcomers.

BTW: Did you look at the Notes tab shown in your top screenshot?
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Re: Importing from 'Generations'

Post by Paul Wigan » 27 Feb 2022 19:23

Hi Mike

Thank you for the guidance.

Taking the "Import from Generations Family Tree" at :-

https://fhug.org.uk/kb/kb-article/impor ... historian/

1. I am happy that I have properly dealt with the Section entitled "Export your Gedcom File from Generations".

2. I am happy that I have properly dealt with the section entitled "Fixing the Source Notes".

3. I am happy that I have properly dealt with the section entitled "Create New Project in Family Historian". Two files were created within "Window > Log Files > Gedcom Report > View", these being a short report entitled "Validation report for Gedcom import on project creation" and a much longer report entitled "Process imported Gedcom extensions on project creation". I search within these files in Windows Notepad, but there were no examples of the word "EXCLUDED".

That is about the stage that I have reached with confidence, I have not dealt with "Inline Sources for Notes" or "Clean Up Notes" and would appreciate guidance on those please.

My top screenshot had seven tabs thereon. Individuals, Notes and Places each had many entries therein. The other four tabs, namely Sources, Repositories, Media and Research Notes were blank.

Any suggestions as to my next steps would be appreciated.

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Re: Importing from 'Generations'

Post by tatewise » 27 Feb 2022 19:45

One thing you can do is work through this thread from the very beginning to see how others handled importing Generations.

We may need to review snippets of your GEDCOM exported from Generations and perform similar experiments.
Unfortunately, Generations is not good at adhering to the GECOM standard and may need various fixes, etc.

Also, review everything in Getting Started and in Key Features for Newcomers. That will help when it comes to using various FH features to fix the Generations project.

We can pick up the details of what to do next tomorrow (Monday).
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Re: Importing from 'Generations'

Post by Paul Wigan » 28 Feb 2022 20:08

Hi Mike and thanks for that.

i have now reviewed everything in "Getting Started" and in "Key Features for Newcomers". That was generally quite straightforward to read, although I envisage that it will be more complicated when trying deal apply it to an actual project. I have also worked through this thread which, in parts, was quite confusing.

Do you have any suggestions please as to how I move forward ?

Many thanks.

Paul

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Re: Importing from 'Generations'

Post by tatewise » 28 Feb 2022 21:06

In Key Features for Newcomers in section Records, Fields and Multimedia did you follow the advice to use Tools > Preferences > Records Window and set each Record Type Display Option to Always show so that the Records Window has a tab for each Record Type?

Then in the Records Window, there will be a Notes tab that may reveal some of your missing notes.
Your earlier screenshot shows many UDF Items similar to @N380@ which suggest broken links to notes.
Do the numbers in those items correspond to the Record Id listed in that Notes tab?

In Importing to Family Historian for Import from Generations Family Tree we can skip Inline Sources for Notes for now but may have to return later if needs be and that may require repeating the other steps too. However, repeated imports are not unusual for products such as Generations that use GEDCOM in a novel way! So make notes about the successful steps such that they can be easily repeated.

Try the plugin in Cleaning up the Data. Does that help with missing notes?
Earlier in this thread is an attached Plugin Generations - Post Edit that is a variant of the one above and may be worth a try.

Then we can move on to the last three sections in the import advice, but you may need to get more familiar with navigating around FH to review the imported data.
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Re: Importing from 'Generations'

Post by Paul Wigan » 01 Mar 2022 20:47

Hello Mike and thanks for that.


>> In Key Features for Newcomers in section Records, Fields and Multimedia did you follow the advice to use Tools > Preferences > Records Window and set each Record Type Display Option to Always show so that the Records Window has a tab for each Record Type?

Yes, I had done that.


>> Then in the Records Window, there will be a Notes tab that may reveal some of your missing notes.
>> Your earlier screenshot shows many UDF Items similar to @N380@ which suggest broken links to notes.
>> Do the numbers in those items correspond to the Record Id listed in that Notes tab?

No, the UDF numbers do not correspond to the Record ID listed in the Notes tab. For example, Record ID1112 in Generations has properly migrated to record ID1112 in FH. But that individual is @N1002@ in the UDF schedule.

Another problem is that the UDF Notes "Record Set" schedule contains 1173 items. In the left-hand column - UDF item - about half of the rows have a reference in the format @N1234@. The remainder have either dates or text in that column and do not seem to have a @N1234@ reference anywhere.

As I mentioned, the UDF Notes "Record Set" schedule contains 1173 items. The Notes tab of the "Note Records" dataset is showing as containing 2409 individuals and 932 families.


>> However, repeated imports are not unusual for products such as Generations that use GEDCOM in a novel way! So make notes about the successful steps such that they can be easily repeated.

I am making notes about the successful steps as this is the first of ten different datasets that I hold in Generations. Generating the ten Gedcom files in Generations seems to be straightforward, but it is the importing into FH that is proving far more difficult than I had imagined.


How do you suggest that I move forward ?


Many thanks.


Paul

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Re: Importing from 'Generations'

Post by tatewise » 01 Mar 2022 23:18

Paul, you misunderstand some of the numbers and Record ID.

You mention "2409 individuals and 932 families".
I think you are looking at the lower left border of the main FH window.
That always lists the number of Individual records and Family records, but is nothing to do with the number of Note records.
To obtain a list of the numbers of all types of records use the File > File Statistics... command.

Also, you need to understand that every type of record has its own series of Record ID.
See FHUG Knowledge Base Record Identifiers for details.
e.g.
The Record ID assigned to Individual records start with the capital letter I followed by digits, i.e. I321
Whereas Record ID assigned to Note records start with the capital letter N followed by digits, i.e. N321

I suspect that when you refer to Record ID1112 in Generations, that is an Individual Record Id I1112 and nothing to do with Note Record Id N1112 that happens to have the same number.
Open the Records Window, which has tabs Individuals, Families, Notes, Sources, Repositories, Media, etc, etc.
Open the Individuals tab and their Record Id are listed in the 2nd column but without the I letter prefix.
Open the Notes tab and their Record Id are listed in the 2nd column but without the N letter prefix.
All the other tabs are similar each with its own Record Id list. The same numbers can appear in each list but are unrelated.

With this new knowledge, is there any correspondence between Notes tab Record Id and the UDF @N123@ numbers?
There may be no correspondence. I am just looking for clues to how Generations has formatted its GEDCOM.

Anyway, try running the plugin Generations Post Edit and its variant Generations - Post Edit.
Then investigate whether the UDF List plugin produces a shorter list.

I'm sorry that it is such a steep learning curve, but Generations GEDCOM files are among the worst to import.

For comparison, it may be educational to investigate the Family Historian Sample Project that should have been auto-created when you installed FH, and compare it with your imported Project. It may even be necessary to spend some time becoming more familiar with FH features, e.g. have you viewed the Help > Quick Start Guide?
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Re: Importing from 'Generations'

Post by tatewise » 02 Mar 2022 10:52

Another line of investigation is indicated by your earlier UDF list screenshot.
Many of those UDF Items involve such as @N365@ and the Item Data Reference INDI.HIST
That suggests an Individual History fact associated with a Note record with Record Id 365.

The All tab for William Francis Rowland GREENWOOD [Record Id 49] shows that HIST @N365@ item at the bottom.
Does that correspond to some form of History fact with a Note in Generations?

BTW: When providing screenshots like that UDF list, please try to show as much detail as possible.
In that screenshot, you could halve the width of the Individual Property Box and move it right to reveal all the list columns.
It is also possible to reduce the width of any of the list columns.
That will give a fuller picture and make it quicker to offer solutions.
e.g. In that screenshot, I cannot see the problem with 'Cerebral Thrombosis & Ateriosclerosis' because the righthand columns are obscured.
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Re: Importing from 'Generations'

Post by Paul Wigan » 02 Mar 2022 21:04

Hi Mike and thanks for all of that guidance.

I agree that this is quite a steep learning curve and, as such, I have decided to revisit this on Saturday morning. I will be fresher and will have more time available to work through all of your suggestions carefully and systematically.

I will post again, almost certainly seeking yet more help, at some point on Saturday.

Best wishes.

Paul

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Re: Importing from 'Generations'

Post by tatewise » 02 Mar 2022 22:04

OK, but I have investigated the INDI.HIST @N321@ UDF scenario and believe I have a workaround we can try on Saturday.
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Re: Importing from 'Generations'

Post by Paul Wigan » 06 Mar 2022 17:33

Hello Mike and sorry for the delay in reverting to you.


>> You mention "2409 individuals and 932 families".
>> I think you are looking at the lower left border of the main FH window.
>> That always lists the number of Individual records and Family records, but is nothing to do with the number of Note records.

In FH, the "2409 individuals and 932 families" is showing in the bottom right-hand corner of my screen, just above the time and date etc in the W10 system tray


>> To obtain a list of the numbers of all types of records use the File > File Statistics... command.

OK, here goes :-

Item; Count
Individual Records; 2,409
Family Records; 932
Facts; 9,620
Witnesses (links); 0
Witnesses (name only); 0
Note Records; 530
Source Records; 0
Citations; 0
Repository Records; 0
Submitter Records; 0
Submission Records; 0
Media Records; 0
Media Links; 0
Place Records; 2,114
Research Notes; 0
Source Template Records; 0


>> Open the Records Window, which has tabs Individuals, Families, Notes, Sources, Repositories, Media, etc, etc.
>> Open the Individuals tab and their Record Id are listed in the 2nd column but without the I letter prefix.
>> Open the Notes tab and their Record Id are listed in the 2nd column but without the N letter prefix.
>> All the other tabs are similar each with its own Record Id list. The same numbers can appear in each list but are unrelated.
>> With this new knowledge, is there any correspondence between Notes tab Record Id and the UDF @N123@ numbers?
>> There may be no correspondence. I am just looking for clues to how Generations has formatted its GEDCOM.

I cannot readily see a correspondence.


>> Another line of investigation is indicated by your earlier UDF list screenshot.
>> Many of those UDF Items involve such as @N365@ and the Item Data Reference INDI.HIST
>> That suggests an Individual History fact associated with a Note record with Record Id 365.
>> The All tab for William Francis Rowland GREENWOOD [Record Id 49] shows that HIST @N365@ item at the bottom.
>> Does that correspond to some form of History fact with a Note in Generations?

William Francis Rowland GREENWOOD is Person ID 49 on Generations and Record Id 49 on the "Individuals" tab on FH. The penultimate line of his Individual Record on FH says HIST @N365@. If I go to the Notes tab and access Record ID 365, the text - which is not on his FH Individuals record - is that which appears in the Research field of the Notes tab on Generations.

However, there are further notes in Generation which I cannot see in FH. These feature on the "Facts" tab on Generations, and are added facts for "Minister at baptism", "Witness at wedding" and "Banns". Interestingly, the name of one of the witnesses has a typo in it - "Eliozabeth". Hence, I searched for "Eliozabeth" Using Edit/Find in FH. That name could not be found in the Notes tab of the Records window in FH, and also does not feature in the Result Set tab in the UDF window in FH.


>> Anyway, try running the plugin Generations Post Edit and its variant Generations - Post Edit.
>> Then investigate whether the UDF List plugin produces a shorter list.

You have lost me there. I have taken my five Plugins from the "Import from Generations Family Tree" at the bottom of https://fhug.org.uk/kb/kb-article/impor ... historian/. Hence, I am unsure which of these two Plugins I have got, and how I should obtain the other. Running the one that I have got does not reduce the UDF "Records in Result Set" from 1173 items.


>> Many of those UDF Items involve such as @N365@ and the Item Data Reference INDI.HIST
>> That suggests an Individual History fact associated with a Note record with Record Id 365.

In the UDF Result Set, some entries in the UDF item column are @1234@ ; some are dates ; and some are text. This screenshot includes examples of each :-
Capture1.JPG
Capture1.JPG (226.62 KiB) Viewed 2371 times

What do you suggest that we do next ? You did mention a workaround on the INDI.HIST @N321@ UDF scenario, so are we at that stage yet ?


Many thanks for all of your help.


Paul

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Re: Importing from 'Generations'

Post by tatewise » 06 Mar 2022 18:32

Please clarify some parts of your reply.

In the section discussing "correspondence between Notes tab Record Id and the UDF @N123@ numbers" you respond with "I cannot readily see a correspondence."
But in the very next section, you find a correspondence between UDF HIST @N365@ and the Notes tab Record ID 365.
Can you revisit "correspondence between Notes tab Record Id and the UDF @N123@ numbers" and find more that match.

The Generations Post Edit plugin is in Importing to Family Historian inside the Import from Generations Family Tree section under the heading Cleaning up the Data point 1. Download...

Your UDF screenshot shows that Generations is being 'creative' with GEDCOM fact tags.
HIST, MILI, HEIG, EYES, HAIR, DESC, WEIG, CAUS, FAX, ADDR are invalid and need converting to valid facts.
Also, the 'value' of those facts often combine a year with a description that will need separating.

Are you able to start work on that tomorrow?
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Re: Importing from 'Generations'

Post by Paul Wigan » 07 Mar 2022 19:59

Hello Mike

Thank you for last night’s response - much appreciated. I have focussed on one part of your reply this evening.

I said :-

William Francis Rowland GREENWOOD is Person ID 49 on Generations and Record Id 49 on the "Individuals" tab on FH. The penultimate line of his Individual Record on FH says HIST @N365@. If I go to the Notes tab and access Record ID 365, the text - which is not on his FH Individuals record - is that which appears in the Research field of the Notes tab on Generations.

However, there are further notes in Generations which I cannot see in FH. These feature on the "Facts" tab on Generations, and are added facts for "Minister at baptism", "Witness at wedding" and "Banns". Interestingly, the name of one of the witnesses has a typo in it - "Eliozabeth". Hence, I searched for "Eliozabeth" Using Edit/Find in FH. That name could not be found in the Notes tab of the Records window in FH, and also does not feature in the Result Set tab in the UDF window in FH.

You responded :-

Can you revisit "correspondence between Notes tab Record Id and the UDF @N123@ numbers" and find more that match.

Here goes :-

Frank GREENWOOD is Person ID 1 on Generations and Record Id 1 on the "Individuals" tab on FH. The final line of his Individual Record on FH says HIST @N380@. If I go to the Notes tab and access Record ID 380, the text - which is not on his FH Individuals record - is that which appears in the Research field of the Notes tab on Generations.

However, there are further notes in Generations which I cannot see in FH. These feature on the “Events” tab on Generations and is an added event for “Probate” ; and on the "Facts" tab on Generations, and is an added fact for "Witness at wedding".

Jennifer Agnes Mary TUCKWELL is Person ID 2 on Generations and Record Id 2 on the "Individuals" tab on FH. On her Individual Record on FH, there is no mention of a HIST @N000@ type reference. There are no entries in her Notes tab on Generations.

However, there are further notes in Generations which I cannot see in FH. These feature on the “Events” tab on Generations and is an added event for “Probate” ; and on the "Facts" tab on Generations, and is an added fact for "Witness at wedding".

Edward George GREENWOOD is Person ID 19 on Generations and Record Id 19 on the "Individuals" tab on FH. In his Individual Record on FH, we have four entries that feature a spot with lines around, thus :-
Capture1 - 7 March 2022.JPG
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HIST @N386@ : if I go to the Notes tab and access Record ID 386, the text - which is not on his FH Individuals record - is that which appears in the Research field of the Notes tab on Generations.

HEIG 1916 - 5 ft 7 ¾ in : If I go to the FH Notes tab, I cannot find this entry thereon. However, it does feature on the UDF Result Set, thus :-
Capture2 - 7 March 2022.JPG
Capture2 - 7 March 2022.JPG (29.59 KiB) Viewed 2321 times

Its source is the Facts tab on Generations and is an added fact for “Height”.

CAUS Cerebral Thrombosis & Ateriosclerosis : If I go to the FH Notes tab, I cannot find this entry thereon. However, it does feature on the UDF Result Set (above).

Its source is the Facts tab on Generations and is an added fact for “Cause of death”.

MILI @N108@ : if I go to the Notes tab and access Record ID 108, the text - which is not on his FH Individuals record - is that which appears in the Military field of the Notes tab on Generations.

However, there are further notes in Generations which I cannot see in FH. These feature on the “Facts” tab on Generations, and are added facts for “Chest size”, “Next of kin”, “Distinctive Marks”, "Witness at wedding" and “Banns”.

I am going to have to leave it at that tonight but I hope what I have recorded above makes sense. I have look at three further individuals tonight, making four in total. How many more individuals do you suggest that I explore in this manner ?

Needless to say, I have not done anything with the remainder of last night’s message. I will come to that once I have concluded my work on this particular task.

Many thanks.

Paul

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Re: Importing from 'Generations'

Post by tatewise » 07 Mar 2022 23:05

Paul, you misunderstand.

It is ONLY the items like @N386@ that will have a Notes tab entry with matching Record ID 386.
That formatted item bracketed with @ signs represents a pointer.
The letter N identifies that it is a pointer to a Note record, so is listed in the Notes tab.
The number identifies the Record ID of the Note record.
That is why when you investigate an item like @N380@ you find a Notes tab record with Record ID 380.
Similarly, item @N108@ links to a Notes tab record with Record ID 108.
Do you see the pattern?

Plain text items such as 1916 - 5 ft 7 3/4 in and Cerebral Thrombosis & Ateriosclerosis are NOT anything to do with the Notes tab record text.

Perhaps what is misleading you is that they appear in the UDF list.
It is NOT the @N386@ link or the 1916 - 5 ft 7 3/4 in text that is the reason for them appearing in the UDF list.
It is the Uncategorized Data Field (UDF) tags such as HIST, HEIG, CAUS, MILI, etc, that are the problem.
They have the star burst bullet as shown in your screenshot that also identifies UDF.
Unfortunately, there are many more UDF tags than I had anticipated, so it is going to take some effort to fix them all.
However, I am formulating a plan, but will need your assistance to work out how those tags correspond to event names.
Clearly HEIG = Height, and CAUS = Cause of Death, but does HIST = History, and MILI = Military?

Does the above explanation make sense?
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Re: Importing from 'Generations'

Post by Paul Wigan » 08 Mar 2022 18:43

Hello Mike and thank you for the reply.

I think that you are suggesting that we are interested in the penultimate column of the UDF items, that which is headed "Item Tag" :-
Capture - 8 March 2022.JPG
Capture - 8 March 2022.JPG (47.9 KiB) Viewed 2267 times
If so, this has the following sixteen tags therein :-

ADDR
CAUS
CLAW
DATE
DESC
EYES
FAX
HAIR
HEAL
HEIG
HIST
HONO
MILI
NOTE
PLAC
WEIG

If you can confirm that is what we are addressing at the moment, I will go through Generations and FH and attempt to ascertain what each relates to.

Many thanks.

Paul

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Re: Importing from 'Generations'

Post by tatewise » 08 Mar 2022 20:28

Yes, because our objective will be to identify an existing fact type or create a custom fact type for each such tag, where the name of the fact type corresponds to the name of the fact in Generations.
Here are some ideas based on my guesswork.

UDF tag DESC is perhaps Description in Generations corresponding to existing Standard Physical Description attribute in FH.

UDF tag HEIG is perhaps Height in Generations corresponding to the Extended Set hidden Height attribute in FH.
UDF tag WEIG is perhaps Weight in Generations corresponding to the Extended Set hidden Weight attribute in FH.

UDF tag HAIR is perhaps Hair Colour in Generations corresponding to a new created custom Hair Colour attribute in FH.

After identifying or creating the fact types, the Change Any Fact Tag plugin can convert each UDF tag to a valid fact type.

Only then will we be able to manipulate the UDF item values in the first column.
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Re: Importing from 'Generations'

Post by Paul Wigan » 09 Mar 2022 20:49

Hello Mike, me again !

I have gone through the UDF tags and can report back as follows :-

ADDR = Address
This is address data accessed from the Address icon in the toolbar at the top of the Generations screen

CAUS = Cause of death
Facts tab, Type column

CLAW = Common Law
Marriage tab, Common Law is on dropdown menu

DATE = Date
Marriage tab.

DESC = Description
Facts tab, Type column

EYES = Eye colour
Facts tab, Type column

FAX = Fax
This is address data accessed from the Address icon in the toolbar at the top of the Generations screen

HAIR = Hair colour
Facts tab, Type column

HEAL = Health
Notes tab, Medical

HEIG = Height
Facts tab, Type column

HIST = ?
Notes tab, Research

HONO = Honours
Events tab, Type column

MILI = Military
Notes tab in Generations, a custom note

NOTE = Memo
Events tab, Memo column

PLAC = Place
Marriage tab
or Events tab, Place column

WEIG = Weight
Facts tab, Type column

If you need me to supplement that schedule with screenshots, please let me know. Otherwise, what do you need next please ?

Many thanks.

Paul

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Re: Importing from 'Generations'

Post by tatewise » 10 Mar 2022 16:05

Hi Paul, well that is quite a mixture of concepts!
Most are personal facts that FH & GEDCOM calls Attributes, such as Description, Height, Weight, Eye colour & Hair colour.
Some are contact details such as Address & Fax.
Some are types of notes such as Health, Memo, Military & Research.
Plus a few others...

They all need conversion to valid FH/GEDCOM data structures, but for some, I've not decided which structure is best.
However, let's make a start with the obvious cases that need to become Attributes and see what is left afterwards.

This will be a multi-stage process:
  1. Ensure that the Tools > Fact Types... entries include a suitable Attribute definition of each fact's characteristics.
  2. Use the Change Any Fact Tag plugin to change the UDF Facts into valid FH/GEDCOM Attributes.
  3. Convert the data values associated with each Attribute to a more suitable structure.
The instructions below focus on step 1. above.

Use the Tools > Fact Types... command to get a listing of Standard Fact Set Events & Attributes as shown below.

FactTypesStandard.png
FactTypesStandard.png (66.11 KiB) Viewed 2182 times
I think the Generations DESC Description of a person corresponds to the FH Physical Description Attribute.
If you agree, then those fact characteristics are suitably defined already.

Change the Fact Set: at the top to Extended Set and tick the Show Hidden option on the right to get this:

FactTypesExtendedSet.png
FactTypesExtendedSet.png (87.54 KiB) Viewed 2182 times
I think the Generations HEIG Height and WEIG Weight facts correspond to their namesakes above.
If you agree, then select them in turn, click Edit... button, untick Hidden at the bottom and click OK.
Then those two facts will have suitably defined characteristics.

Other facts will need brand new custom fact definitions, so click the New... button to get this dialogue:

FactTypesCustomCreate.png
FactTypesCustomCreate.png (47.58 KiB) Viewed 2182 times
Enter a Fact Name: such as Eye colour, set Fact Type: to Attribute, and click Create button.
That shows the definition of the fact characteristics similar to those seen above, so click OK.

You are welcome to create a similar new Custom Attribute definition for Hair colour.

I think that will be enough for the time being.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry

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Paul Wigan
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Re: Importing from 'Generations'

Post by Paul Wigan » 10 Mar 2022 20:17

Many thanks for those detailed instructions Mike.

I will deal with that tomorrow (Friday) evening.

Best wishes.

Paul

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Paul Wigan
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Re: Importing from 'Generations'

Post by Paul Wigan » 11 Mar 2022 18:27

OK Mike, I have carried out the exact steps that you detailed yesterday. I now await your further instructions.

Just one quick point. I mentioned "fax" in one of my posts earlier in the week. That is not a "fax" number, but a number that forms part of an address in the USA, akin to a postcode in the UK.

Many thanks.

Paul

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KFN
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Re: Importing from 'Generations'

Post by KFN » 11 Mar 2022 18:41

I’ve never heard of a Fax as it relates to a postal code in the USA. In the USA it is either a ZIP (5 digits) or ZIP+4 (9 digits). Predecessor systems were called “postal zones” (2 digits) and SCF (the first 3 digits of a ZIP).

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Paul Wigan
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Re: Importing from 'Generations'

Post by Paul Wigan » 11 Mar 2022 19:29

Hi Ken

OK, whether by Generations error or user error, I believe that I have ended up with a bit of the address in the "fax" box :-
Capture1.JPG
Capture1.JPG (11.87 KiB) Viewed 2106 times
I haven't checked how many times it has happened, but it is data that needs salvaging and concatenating with the other parts of the address.

Thanks.

Paul

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tatewise
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Re: Importing from 'Generations'

Post by tatewise » 11 Mar 2022 19:49

We will return to the Fax/Zip conundrum later, but for now, let's focus on the other UDF conversions.

To confirm your Tools > Fact Types... definitions, open the Facts tab of any Individual, click the + Add Fact button centre left, and choose More Fact Types... to display a familiar list of Fact Types.
Select the Physical Description and click the Add button to get that attribute into the Facts tab.
Repeat that whole process to add a Height, Weight and Eye colour attribute.
Note that on the top line of the lower pane, next to the fact label, you can add descriptive text to define the attribute value.

Use the large red X Delete Fact button to undo those additions.

Now to step 2. Use the Change Any Fact Tag plugin to change the UDF Facts into valid FH/GEDCOM Attributes.

First, download that plugin from the FH Plugin Store at https://pluginstore.family-historian.co ... y-fact-tag.
In the Tools > Plugins... list you can now Run that plugin as shown below.

Set the Source Tag Set: to <UDF Tags> and Source Tag Name: to DESC UDF Tag
Set the Target Tag Set: to Standard and the Target Tag name: to Physical Description
That defines the mapping from the UDF DESC tag to the Standard Physical Description attribute.

Click the DESC UDF Tag to Physical Description button to start the conversion.
A confirmation popup appears as shown below where you can confirm one change at a time or do all the rest.
When all is complete, return to the Facts tabs of various people to see their Physical Description attributes.

ChangeAnyFactTag.pdf.png
ChangeAnyFactTag.pdf.png (46.04 KiB) Viewed 2586 times

Repeat that process with the other HEIG, WEIG and EYES UDF tags but with the following target options in turn:
Set the Target Tag Set: to Extended Set and the Target Tag Name: to Height
Set the Target Tag Set: to Extended Set and the Target Tag Name: to Weight
Set the Target Tag Set: to <Custom Attributes> and the Target Tag Name: to Eye colour

All those attributes should now appear on the Facts tab of various people with appropriate attribute values.
Those UDF tags will no longer be listed if you obtain a UDF list.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry

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