* copy generic source record

Questions regarding use of any Version of Family Historian. Please ensure you have set your Version of Family Historian in your Profile. If your question fits in one of these subject-specific sub-forums, please ask it there.
Post Reply
avatar
raysmithy
Gold
Posts: 12
Joined: 17 Mar 2016 10:21
Family Historian: V6

copy generic source record

Post by raysmithy »

Is it possible to copy/paste generic source records between two different projects?
User avatar
Mark1834
Megastar
Posts: 2596
Joined: 27 Oct 2017 19:33
Family Historian: V7
Location: South Cheshire, UK

Re: copy generic source record

Post by Mark1834 »

Only indirectly, by having two instances of FH open side by side, each with one of the projects loaded. Create a new source in the target project and copy the fields across one by one.

There is no "Copy/Paste Record" routine, or option to selectively export or import specific records from file. You could create your target source and copy the relevant block of the GEDCOM file manually, but I wouldn't advise that unless you understand and allow for all the possible ways it could go wrong!
Mark Draper
User avatar
tatewise
Megastar
Posts: 28706
Joined: 25 May 2010 11:00
Family Historian: V7
Location: Torbay, Devon, UK
Contact:

Re: copy generic source record

Post by tatewise »

This is quite a common question and I believe the various solutions have been used successfully by others.

The File > Import/Export > Export > GEDCOM File... command is quite flexible.
It may not be obvious but you can choose to include/exclude almost any type of record.
So for Source and Repository records tick the Records to Exclude for all other records.
To include records that are not linked to other records do not tick Unconnected records.
e.g. Most of the Source records will not be linked to anything.
Do not Select... any Individual records.
Media Records need consideration as you may have Media linked to Source records.
Source Records must be Included.

When you click OK, ignore the warning regarding no Individual records.

The resulting GEDCOM file can be used to start a new Project or File Merged into an existing Project.

However, most Source records (assuming you are predominantly using Method 1 'splitter' Sources) will be so unique that they are unlikely to be useful in another Project. Only Method 2 'lumper' Sources shared by an entire class of sources such as GRO BMD Index records are worth migrating.

So to give greater control over which Source records and associated Repositories and Media records are worth migrating another technique is to use the File > Project Window > More Tasks > Copy Project command.
Then in the copy use the File > Split Tree Helper... command to delete what is not required.
i.e. Delete all Individual records using the All Individuals query, and maybe Delete all Note Records.
After that in the Records Window choose which Source records to delete and then delete all Media records with no links.

The resulting GEDCOM file in that Project can be used as above to start a new Project or Merge into a Project.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry
User avatar
Mark1834
Megastar
Posts: 2596
Joined: 27 Oct 2017 19:33
Family Historian: V7
Location: South Cheshire, UK

Re: copy generic source record

Post by Mark1834 »

Two options then - a simple but fairly limited way or a very complicated but more comprehensive way... :)

Which you choose will probably depend on factors such as whether you have a handful of records to copy or dozens, how complex the sources are (e.g. with or without media), or whether the target project is new or existing.
Last edited by Mark1834 on 19 Jun 2024 17:19, edited 1 time in total.
Mark Draper
User avatar
tatewise
Megastar
Posts: 28706
Joined: 25 May 2010 11:00
Family Historian: V7
Location: Torbay, Devon, UK
Contact:

Re: copy generic source record

Post by tatewise »

Just remember when copying Source records there may be associated Repository records &/or Media records & files that need to be copied too!
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry
User avatar
Mark1834
Megastar
Posts: 2596
Joined: 27 Oct 2017 19:33
Family Historian: V7
Location: South Cheshire, UK

Re: copy generic source record

Post by Mark1834 »

It feels like a worthwhile option to be able to selectively export/import defined records and their dependencies such as media to file, as there would be a number of standard sources of interest to lumpers that would be common between projects.

If anybody feels sufficiently motivated about it, they could always propose it for the Wish List to gauge interest.
Mark Draper
avatar
raysmithy
Gold
Posts: 12
Joined: 17 Mar 2016 10:21
Family Historian: V6

Re: copy generic source record

Post by raysmithy »

Thank you all for your useful replies. I opted for the simpler of the two methods - I only had 10 source records to copy over and it has worked a treat!! :D
Post Reply