* Exporting Templates using the Essentials Collection to Rootsmagic

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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MFriend
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Exporting Templates using the Essentials Collection to Rootsmagic

Post by MFriend » 29 Mar 2023 17:58

Quick question: If I decided to convert my census records to use the essentials templates of FH, is there anything I need to be aware of when exporting to RM 9? (I haven't used them yet. Just wanted to make sure all the data would be included. It doesn't matter if it all gets stuck in the title or whatever of the RM source). I read a couple of old forum threads that seemed to suggest using the essentials collection was the best... I'd be using of course Mike's export plugin.

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tatewise
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Re: Exporting Templates using the Essentials Collection to Rootsmagic

Post by tatewise » 29 Mar 2023 20:23

It depends on what you mean by "all the data".

The Export Gedcom File plugin Version 5.3 does offer some options that may satisfy you.

The (RMT) Roots Magic Tree destination with (+) Full Data has a setting on the Extra Options tab of Source Template 1 _SRCT: Reformat Metafields which is explained on the Help & Advice page at Export Gedcom File Extra Options Tab as follows:
Each Source Template record becomes a linked Note record.
Each Source record Repository metafield is copied to a generic Repository link.
Each Source & Citation metafield becomes a labelled local Note entry.
Each Source generic Title is moved to the generic Short Title and the Footnote becomes the generic Title with style codes.

This option will modify each templated source record’s Updated date/time stamp, which can be restored after closing the plugin by using the Edit > Undo Plugin Updates command as advised in the closing memo.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry

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MFriend
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Re: Exporting Templates using the Essentials Collection to Rootsmagic

Post by MFriend » 30 Mar 2023 03:41

Sounds good, thanks Mike for explaining.

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