(Mac) Permanent control for duplicates

(Mac) Permanent control for duplicates 150 150 Heredis Help Knowledgebase

Avoid duplicates

Permanent control for duplicates

When adding a new person to your genealogy, you may risk creating a duplicate, that is to say, create two distinct persons for the same ancestor. Heredis provides a tool, available in all entry fields for indi­viduals, to avoid creating a person already saved in your file.

To avoid duplicate entries in your genealogy, Heredis displays a list of existing people that match your entry in the new person creation screens. Simply select it from the list and click Choose to link that person instead of creating a new one.

In the Add or Choose… screen

With the first letters typed in the Surname or Given Names fields, you see, in the Matching Persons column, the list of individuals already entered who may match the person. Step by step, as you enter new letters, the list of duplicates is updated.

In the Family Group Data tab

When you type in one of the fields of this screen, the full name of a person already entered, the Enter New Data icon (gray arrow) turns red . Click this icon to see a list of individuals who may correspond to the person.

Family Group Data

Select the person from the Matching Persons list or check in the Summary panel. Here you have more information for more effective comparison.
If it appears that the person you wish to create already exists, select him/her from the Matching Persons list and click the Choose but­ton. This will cancel the creation of a new person, and thus avoids a duplicate in your genealogy.

If you do not find a duplicate, continue.

Search for duplicates in the file

Heredis will control for duplicates at all times during the entry of data; but the importing of data from other genealogists, or a moment of inattention may create duplicates.
This powerful tool is essential for maintaining an impeccable gene­alogy file.

Research and verification is carried out in one click. The results are clearly displayed and indicate the probability of duplica­tion.

Heredis detects a potential duplicate? Check it with the summary of the people concerned or easily go back to your genealogy to have all the information.
If it is a duplicate, merge the two persons by selecting the best information.
If these two persons are distinct, Heredis gives you the opportunity to report them so that they no longer appear as potential duplicates in a future search. Tick the Not a duplicate box.
Info • For even more pertinence, Heredis includes in the list of poten­tial duplicates, those persons already entered bearing a variant of the name you typed.

1. Choose Find menu > Find Duplicates… or click Duplicates on the toolbar.

2. Enter a full or partial name or just the first letter, to limit the search for duplicates to only a part of the persons in your genealogy and shorten the search time. Or launch a full search on all your file without limiting by surname.

Search for duplicates

3. Click Find. The list of all potential duplicates identified in your genealogy is displayed. A person may appear several times in the list if there are several possible duplicates.

Results of a research for duplicates

  • Click the headers of the First Person or Second Person columns to sort out their names.
  • Click the header of the Pertinence column to sort duplicates in ascending/descending order.
  • Click the header of the Not a Duplicate column to group proposals you have rejected.

Refine the search result.

Use the filters offered to narrow the list of potential duplicates displayed by relevance or by type. Check the number of results dis­played in the toolbar after filtering.

To locate a person in the list: enter the surname or given name, in whole or in part, in the search field. Heredis will display all relevant persons, either in column A or column B.
To view the results by pertinence: Choose the number of stars assigned to the results from the pop-up menu. To display all the per­sons, select 1* and +; to show only results with a high probability, select 4* and +.

To redisplay the results already treated: You have already begun to search for duplicates detected by Heredis? If you ticked a couple of persons as not being duplicates, you can redisplay them if you change your mind.

Select Not a Duplicate Persons Only in the menu, or select All and click the header of the Not A Duplicate column.

See also Merging Two Persons to know how to merge.