{"id":11251,"date":"2020-09-03T15:18:45","date_gmt":"2020-09-03T15:18:45","guid":{"rendered":"https:\/\/fhug.org.uk\/kb\/?post_type=kb_article&#038;p=11251"},"modified":"2024-02-22T11:21:05","modified_gmt":"2024-02-22T11:21:05","slug":"exporting-a-family-tree-with-without-media","status":"publish","type":"kb_article","link":"https:\/\/www.fhug.org.uk\/kb\/kb-article\/exporting-a-family-tree-with-without-media\/","title":{"rendered":"Exporting a Family Tree with\/without Media"},"content":{"rendered":"<h2>Introduction<\/h2>\n<p>The main purposes for exporting a Family Tree GEDCOM file with or without Media are:<\/p>\n<ul>\n<li>To create a subset Project using <a href=\"#!\" class=\"cs_tooltip\" fhugtt=\"This is the menu across the top of the main Family Historian windows. The &gt; denotes a submenu\">Project&nbspWindow&nbsp&gt;&nbspNew&nbspProject<\/a>.<\/li>\n<li>To create a set of records for use with <em>Merge\/Compare File<\/em>.<\/li>\n<li>To transfer a set of records to another person or genealogy product or website.<\/li>\n<li>To upload records to a website such as Ancestry or FindMyPast with sensitive private data removed.<\/li>\n<\/ul>\n<p>They have some common pitfalls. The set of records may include everything, or just a partial family branch. A number of tools and plugins are available to help with the task. Also see how to <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/delete-data-for-living-people\/\">Delete Data For Living People<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<p><a id=\"export_gedcom\"><\/a><div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h2>Export GEDCOM File Command<\/h2><\/summary><div class=\"lightweight-accordion-body\"><p>Whether exporting a GEDCOM file to create a New Project, Merge into another Project, or to transfer elsewhere, the initial process is the same.<\/p>\n<h4>Details<\/h4>\n<p>Use<a href=\"#!\" class=\"cs_tooltip\" fhugtt=\"This is the menu across the top of the main Family Historian windows. The &gt; denotes a submenu\">&nbspFile&nbsp&gt;&nbspImport\/Export&nbsp&gt;&nbspExport&nbsp&gt;&nbspGEDCOM&nbspFile<\/a>, and to include all Individual records click <em>Add All<\/em>.<\/p>\n<p>Otherwise, click <em>Select<\/em> to invoke the <em>Select Records dialogue<\/em> and choose a subset of Individual records:<\/p>\n<ul>\n<li>Manually select any records from left-hand pane and click &gt; <em>Add to Selection<\/em> button.<\/li>\n<li>Click <em>Add using Query<\/em> button and choose any Query, such as All Relatives, Ancestors, or Descendants.<\/li>\n<li>Click <em>Named Lists<\/em> tab to choose any member records that must have been populated in advance, such as in how to <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/create-an-export-gedcom-based-on-a-diagram\/\">Create an export Gedcom based on a diagram<\/a>.<\/li>\n<\/ul>\n<p>Review the <em>Exclude<\/em> records and notes options, that usually should all be unticked, except perhaps <em>Unconnected Records<\/em>.<\/p>\n<p>For the Media Records option select <em>Use Full File Paths for External File Links<\/em> such that the Media folder &amp; file paths are retained. Otherwise, select <em>Exclude<\/em> to eliminate all the Media records &amp; files.<\/p>\n<p>The subsequent steps depend upon the purpose of the export as explained below.<\/p>\n<p>Note that the <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/split-tree-helper\/\">Split Tree Helpe<\/a>r has options to delete Notes, Facts, and Flags, etc, not provided by the <a href=\"#!\" class=\"cs_tooltip\" fhugtt=\"This is the menu across the top of the main Family Historian windows. The &gt; denotes a submenu\">Export&nbsp&gt;&nbspGEDCOM&nbspFile<\/a> command, but involves a rather more complicated process. See <a href=\"#without_sensitive\">Export to Website Without Sensitive Data<\/a> below.<\/p>\n<h3>Links<\/h3>\n<p>There is an <a href=\"https:\/\/pluginstore.family-historian.co.uk\/page\/plugin\/all-pool-relatives-except-partner-ancestors\">All Pool Relatives Except Partner Ancestors<\/a> Plugin to populate a <em>Named List<\/em> of specific ancestral branches as discussed in this thread:<\/p>\n<p><a href=\"https:\/\/www.fhug.org.uk\/forum\/viewtopic.php?t=13549\" target=\"_blank\" rel=\"noopener noreferrer\">Create Separate FH Project File For Spouse&#8217;s Family<\/a> March 2016<\/p>\n<\/div><\/details><\/div>\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><span>Export to Create\/Merge Projects<\/span><\/summary><div class=\"lightweight-accordion-body\"><p>When exporting a GEDCOM file with associated Media files to create or merge into another Project, it is desirable if the Media folder &amp; file paths are retained.<\/p>\n<p>When the <a href=\"#!\" class=\"cs_tooltip\" fhugtt=\"This is the menu across the top of the main Family Historian windows. The &gt; denotes a submenu\">File&nbsp&gt;&nbspProject&nbspWindow&nbsp&gt;&nbspNew&nbspProject&nbsp&gt;&nbspImport&nbspa&nbspGEDCOM&nbspfile<\/a> or the <a href=\"#!\" class=\"cs_tooltip\" fhugtt=\"This is the menu across the top of the main Family Historian windows. The &gt; denotes a submenu\">File&nbsp&gt;&nbspMerge\/Compare&nbspFile&nbsp<\/a> command is used, the GEDCOM file to select will be the one saved as described below.<\/p>\n<p>See <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/importing-to-family-historian\/\">Importing to Family Historian<\/a> and <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/merge-compare-file\/\">Merge\/Compare File<\/a> for details of those processes.<\/p>\n<h3>Details<\/h3>\n<p>Use the <a href=\"#export_gedcom\">Export GEDCOM File Command options<\/a> (as described above) to choose the records, and leave the other options at default values. After clicking OK, do NOT use the Public folder offered by default. Instead Save the GEDCOM file in the \u2026.fh_data folder adjacent to that Public folder, so that the exported file sits next to the Project master GEDCOM file.<\/p>\n<p>When this exported GEDCOM file is used to create or merge into another Project, its linked Media folders &amp; files should get copied across automatically and retain the original folder hierarchy.<\/p>\n<p>If the above technique is NOT employed, then the linked files will all get copied directly into the target Project Media folder, losing the original folder structure.<\/p>\n<p>The GEDCOM file MUST be in the same folder as the Media folder containing the media folders &amp; files.<\/p>\n<h3>Links<\/h3>\n<p>The discussion thread below led to the solution given above.<\/p>\n<p><a href=\"https:\/\/www.fhug.org.uk\/forum\/viewtopic.php?t=11377\" target=\"_blank\" rel=\"noopener noreferrer\">A bug or is it me? Media export from one project to another<\/a> August 2014<\/p>\n<\/div><\/details><\/div>\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h2>Export to Another Person or Product<\/h2><\/summary><div class=\"lightweight-accordion-body\"><p>When exporting to another person or genealogy product, there are several pitfalls due to the various dialects of GEDCOM in use.<\/p>\n<h3>Record Selection<\/h3>\n<p>Use the Export GEDCOM File Command options as described above to choose the records, but set the other options as described below.<\/p>\n<h3>Media Links<\/h3>\n<p>Many online products such as Ancestry, FindMyPast, MyHeritage, and ZoomPast do not automatically upload Media files, so there is usually little point in retaining them, and this section can be skipped. However, there are some <a href=\"#special_media\">Special Media Cases described below<\/a>.<\/p>\n<p>When exporting a GEDCOM file with associated Media files it is important that the file path links are retained.<\/p>\n<p>Strangely, GEDCOM 5.5 specifies a FILE path link for Local Media files, but NOT for Media Records, so to remain compliant Family Historian uses a custom _FILE path link in Media Records. However, several genealogy programs use the GEDCOM 5.5.1 FILE path link in Media Records as a de facto standard, and do NOT recognise custom _FILE path links.<\/p>\n<p>One workaround would be to post-edit the exported GEDCOM file and replace every _FILE with FILE.<\/p>\n<p>Since <span class=\"fh\" style=\"font-size: 17px !important; line-height: 21.4286px !important;\">\u0192<span style=\"color:#73B262; font-weight: bold;\">h<\/span><\/span> V5 the <a href=\"#!\" class=\"cs_tooltip\" fhugtt=\"This is the menu across the top of the main Family Historian windows. The &gt; denotes a submenu\">File&nbsp&gt;&nbspImport\/Export&nbsp&gt;&nbspExport&nbsp&gt;&nbspGEDCOM&nbspFile<\/a> command offers a solution. For <em>Destination<\/em>: choose Family Tree Maker and not only are useful default settings suggested, but also FILE path links are used in Media Records although this is not mentioned in the Help. In <span class=\"fh\" style=\"font-size: 17px !important; line-height: 21.4286px !important;\">\u0192<span style=\"color:#73B262; font-weight: bold;\">h<\/span><\/span> V6.2 a <em>Destination<\/em>: of Default similarly uses FILE path links. The <a href=\"https:\/\/pluginstore.family-historian.co.uk\/page\/plugin\/export-gedcom-file\">Export Gedcom File<\/a> Plugin has similar options.<\/p>\n<h3>Links<\/h3>\n<p>As an alternative workaround, a user was trying to use Local Media instead of Media Records, but found Merge\/Compare File insisted on converting one to the other. The discussions below explained how to thwart that behaviour and revealed the solution given above.<\/p>\n<ul>\n<li><a href=\"https:\/\/www.fhug.org.uk\/forum\/viewtopic.php?t=6581\" target=\"_blank\" rel=\"noopener noreferrer\">Leave local multimedia on Merge\/Compare File<\/a> June\/July 2013<\/li>\n<\/ul>\n<h3>Gedcom Formats<\/h3>\n<p>With the advent of <span class=\"fh\" style=\"font-size: 17px !important; line-height: 21.4286px !important;\">\u0192<span style=\"color:#73B262; font-weight: bold;\">h<\/span><\/span> V6, its GEDCOM file uses Unicode UTF-16 encoding, which makes it unrecognisable to many other genealogy products, and it includes Place (_PLAC) records and Witness (_SHAR) links that are not even recognised by <span class=\"fh\" style=\"font-size: 17px !important; line-height: 21.4286px !important;\">\u0192<span style=\"color:#73B262; font-weight: bold;\">h<\/span><\/span> V5 or earlier.<\/p>\n<p>There is a <a href=\"#!\" class=\"cs_tooltip\" fhugtt=\"This is the menu across the top of the main Family Historian windows. The &gt; denotes a submenu\">Tools&nbsp&gt;&nbspPreferences&nbsp&gt;&nbspFile&nbspLoad\/Save&nbspoption<\/a> to Save in UTF-8 file format, or the <a href=\"#!\" class=\"cs_tooltip\" fhugtt=\"This is the menu across the top of the main Family Historian windows. The &gt; denotes a submenu\">File&nbsp&gt;&nbspImport\/Export&nbsp&gt;&nbspExport&nbsp&gt;&nbspGEDCOM&nbspFile<\/a> command Format also offers UTF-8, but neither solve the problem of <span class=\"fh\" style=\"font-size: 17px !important; line-height: 21.4286px !important;\">\u0192<span style=\"color:#73B262; font-weight: bold;\">h<\/span><\/span> <a href=\"https:\/\/fhug.org.uk\/kb\/kb-article\/gedcom-extension-list\/\">GEDCOM Extension List<\/a> custom tags (such as _PLAC and _SHAR) being unrecognised by most other products.<\/p>\n<p>In <span class=\"fh\" style=\"font-size: 17px !important; line-height: 21.4286px !important;\">\u0192<span style=\"color:#73B262; font-weight: bold;\">h<\/span><\/span> V6 or later the <a href=\"#!\" class=\"cs_tooltip\" fhugtt=\"This is the menu across the top of the main Family Historian windows. The &gt; denotes a submenu\">File&nbsp&gt;&nbspImport\/Export&nbsp&gt;&nbspExport&nbsp&gt;&nbspGEDCOM&nbspFile<\/a> command does allow Place records to be excluded along with all their Media, Lat\/Longitude, etc.<\/p>\n<p>The solution is to use the <a href=\"https:\/\/pluginstore.family-historian.co.uk\/page\/plugin\/export-gedcom-file\">Export Gedcom File<\/a> Plugin. That can be preceded by the Export GEDCOM File Command if a subset of records is required, and when it asks Do you wish to open another instance of Family Historian to view the exported file? answer Yes and run the Plugin on the exported file.<\/p>\n<\/div><\/details><\/div>\n<div class=\"lightweight-accordion\"><details><summary class=\"lightweight-accordion-title\"><h2>Export to Website Without Sensitive Data<\/h2><\/summary><div class=\"lightweight-accordion-body\"><p>This process involves more steps &amp; tools with different options than those above in order to remove all private or sensitive data especially for living people. If it is known in advance that this will be an objective, then it is beneficial to use the [[private]] text notation in Note and other text fields, and set the Living record Flag appropriately by using the <a href=\"https:\/\/fhug.org.uk\/kb\/download\/flag-living-3\/\" target=\"_blank\" rel=\"noopener noreferrer\">Flag Living Query<\/a>.<\/p>\n<h4>Export &gt; GEDCOM File Command<\/h4>\n<p>Follow the <a href=\"#export_gedcom\">Export GEDCOM File Command<\/a> advice given above, but choose to Exclude all unwanted records, and when it asks Do you wish to open another instance of Family Historian to view the exported file? answer Yes and run the steps below on the exported standalone GEDCOM file.<\/p>\n<h4>Clean Unwanted Fields Plugin<\/h4>\n<p>This step is only needed if there are particular unwanted data fields.<\/p>\n<p>Use the <a href=\"https:\/\/pluginstore.family-historian.co.uk\/page\/plugin\/clean-unwanted-fields\">Clean Unwanted Fields<\/a> Plugin to globally remove any fields. It is easily edited for any required Data References, but defaults to a useful set for Ancestry.<\/p>\n<p>Alternatively, create Custom Queries to show the unwanted fields in a Result Set. Then for each field, sort their Column, select all the cells, and hit the Delete key. It may be necessary to create Individual, Family, Fact, and Source type Queries to handle all the fields.<\/p>\n<h4>Clean Living Persons Plugin<\/h4>\n<p>Use the <a href=\"https:\/\/pluginstore.family-historian.co.uk\/page\/plugin\/clean-living-persons\">Clean Living Persons<\/a> Plugin to privatise the Name of all Living people, and remove their Fact, Note, Media, Source, or other details. See the plugin&#8217;s Help &amp; Advice.<\/p>\n<h4>Trim Date and Text Fields Plugin<\/h4>\n<p>Use the <a href=\"https:\/\/pluginstore.family-historian.co.uk\/page\/plugin\/trim-date-and-text-fields\">Trim Date and Text Fields<\/a> Plugin to reduce the details in Date, Note, Address &amp; Place fields so that visitors to the online tree are encouraged to contact the owner to confirm matches and obtain the details. See the plugin&#8217;s Help &amp; Advice.<\/p>\n<h4>File &gt; Split Tree Helper Command<\/h4>\n<p>Optionally use the Split Tree Helper to delete Note, Media, Source &amp; Repository records with no links to them, delete all Submitter &amp; Submission records, delete all Note fields or [[private]] text within records, delete all record Flags, delete all Named Lists, and delete any specified Facts.<\/p>\n<p>In some cases, such as using delete all Note fields, not all records with no links are deleted, so the command should be used twice with the same settings.<\/p>\n<h4>Export Gedcom File Plugin<\/h4>\n<p>Use the <a href=\"https:\/\/pluginstore.family-historian.co.uk\/page\/plugin\/export-gedcom-file\">Export Gedcom File<\/a> Plugin for the chosen target website such as (ANC) Ancestry Family Tree, (FMP) FindMyPast Family Tree, (MYH) MyHeritage Family Tree, (ZPG) ZoomPast Genealogy, etc.<\/p>\n<p>This offers another opportunity to remove Multimedia and exclude [[private]] text.<\/p>\n<p>On the Extra Options tab the following settings may be beneficial, especially for Ancestry, and are mostly selected by choosing the (-) Brief Data mode on the Basic Options tab:<\/p>\n<ul>\n<li>Name List Entry 1 _LIST: Remove entirely ~ (unnecessary if Named Lists deleted in Split Tree Helper)<\/li>\n<li>File Root 1 _ROOT: Remove entirely<\/li>\n<li>Given Name 2 _USED: Remove entirely<\/li>\n<li>Record Flags 1 _FLGS: Remove entirely ~ (unnecessary if record Flags deleted in Split Tree Helper)<\/li>\n<li>Marriage Status 1 _STAT: Remove entirely<\/li>\n<li>Witness Role 2 _SHA%u: Remove entirely<\/li>\n<li>Place Record 0 @P%d+@: Remove entirely<\/li>\n<li>To\/From Place 2 _PLAC: Remove entirely<\/li>\n<li>Source Type 1 _TYPE: Remove entirely<\/li>\n<li>Fact Address %d ADDR: experiment with different settings<\/li>\n<\/ul>\n<p>Many of those are unnecessary if removed by the <a href=\"https:\/\/pluginstore.family-historian.co.uk\/page\/plugin\/clean-unwanted-fields\">Clean Unwanted Fields<\/a> Plugin.<\/p>\n<p>Finally click the <em>Export GEDCOM<\/em>\u2026 button and upload the resultant GEDCOM file from the Export folder to the website as advised by the Export Gedcom File ~ Output Formats for the chosen target product Import Details.<\/p>\n<h4><a id=\"special_media\"><\/a>Special Media Cases<\/h4>\n<p>There are some techniques that allow Multimedia to be uploaded to online websites in bulk. Please ask in the <a href=\"https:\/\/www.fhug.org.uk\/forum\/viewforum.php?f=40\" target=\"_blank\" rel=\"noopener noreferrer\">Importing and Exporting Forum<\/a> if you need more detailed advice on these techniques.<\/p>\n<h4>FindMyPast Zipped Folder<\/h4>\n<p>The plugin&#8217;s Help and Advice explains how it may be possible to bulk upload Multimedia using a Compressed (zipped) folder technique.<\/p>\n<h4>Ancestry via RootsMagic<\/h4>\n<p>A Project with Media can be exported to <a href=\"https:\/\/www.rootsmagic.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">RootsMagic<\/a> and use its <a href=\"http:\/\/files.rootsmagic.com\/guides\/Magic_Guide_TreeShare_Ancestry_FAQ.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">TreeShare for Ancestry<\/a> capability to upload the Project with Media images to Ancestry. Note that the <a href=\"https:\/\/www.rootsmagic.com\/try\/rootsmagic\/\" target=\"_blank\" rel=\"noopener noreferrer\">RootsMagic Essentials<\/a> version is free.<\/p>\n<h4>ZoomPast via Online Trees<\/h4>\n<p>Once a Project with Media exists online in such as Ancestry or FindMyPast, then a GEDCOM can be exported and imported to ZoomPast and any URL links to Media will be honoured.<\/p>\n<\/div><\/details><\/div>\n","protected":false},"template":"","fh_version":[14,15,739],"skill_level":[18,17],"topic":[726,58],"class_list":["post-11251","kb_article","type-kb_article","status-publish","hentry","fh_version-v5","fh_version-v6","fh_version-v7","search_term-export","search_term-export-gedcom-plugin","search_term-export-with-media","search_term-export-without-media","search_term-split-tree-helper","skill_level-advanced","skill_level-intermediate","topic-exporting","topic-importing-and-exporting"],"_links":{"self":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/kb_article\/11251","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/kb_article"}],"about":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/types\/kb_article"}],"wp:attachment":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/media?parent=11251"}],"wp:term":[{"taxonomy":"fh_version","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/fh_version?post=11251"},{"taxonomy":"skill_level","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/skill_level?post=11251"},{"taxonomy":"topic","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/topic?post=11251"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}