Trimming My Family Tree In FH


Chris Wake
 

When I first start researching my Family History 20 years ago I put no limitations on who I should include in my Tree. Subsequently I now have over 5000 individuals who I am related to in one way or another. This has become unmanageable and makes research harder. What I’d like to do is trim my tree by restriction my “sideways” ancestors (I’m sure there is a correct genealogical term for this but I don’t know it) to 3 units. At the moment I have 4th,5th,6th , 7th cousins X Removed etc. included but would like to restrict this to a maximum of 3rd cousins. Is there a function / value in Family Historian that will give me the “sideways” value so I can write a query listing all 4th + cousins in my tree, and so remove them all.

 

Thanks

 

Chris


Lorna Craig
 

Chris,

Before you do anything, it's worth noting that some FH users have huge files with tens of thousands of people in them.  FH is very good at handling large numbers of records and it will do no harm to leave all those distant cousins in your file.  Personally I would never delete any research.  However if you really want to delete some of them do make a copy of your entire project first in case you make any mistakes.  I would recommend keeping it as an archive anyway, because it might be useful one day.

In the Records window, Individuals tab, you can click on the heading of the Relationship to Root column to sort the records by relationship to you (assuming you are the file root).  You can then see just how many of each type you have and, if you really want to remove some groups, they can be selected in the Records Window and added to a Named List.  (Multiple records can be selected at once by holding down the Alt key while clicking the first and last in the group).

Remember that in addition to deleting those Individual records you will also need to delete any Note Records, Multimedia Records, Source Records, Repository Records and Place records which would be left unused after the deletion of the Individuals.  Use File > Split Tree Helper and select Delete all Individual records found by the Individual Query below, and use the Named List Members query.  In the 'Other Records' section set all the options to Delete ... Records left with no links to them.  Unfortunately the Split Tree Helper does not delete unused Place Records so you will need to do that afterwards by selecting  any Place records with no links (in the Records Window) and adding them to a Named List for deletion.

Lorna

List > Delete Named List Records. 

On 12/03/2020 18:39, Chris Wake wrote:

When I first start researching my Family History 20 years ago I put no limitations on who I should include in my Tree. Subsequently I now have over 5000 individuals who I am related to in one way or another. This has become unmanageable and makes research harder. What I’d like to do is trim my tree by restriction my “sideways” ancestors (I’m sure there is a correct genealogical term for this but I don’t know it) to 3 units. At the moment I have 4th,5th,6th , 7th cousins X Removed etc. included but would like to restrict this to a maximum of 3rd cousins. Is there a function / value in Family Historian that will give me the “sideways” value so I can write a query listing all 4th + cousins in my tree, and so remove them all.

 

Thanks

 

Chris


Mike Tate
 

Chris,

It would be handy to know in what ways it has become unmanageable and makes research harder.

 

I suggest you take a Full Project Backup beforehand just in case you delete too much or wish to retrieve a branch later.

 

To discover your more remote relatives try using View > Standard Queries > All Relatives which has a Relationship to Root column.

The Records Window Individuals tab usually has a Relationship to Root column too, so why not use that.

Click on that column heading to sort into order and all those who are so distant they have no relationship will be listed first.

Those starting 3rd cousin…, 4th cousin..., etc, will be further down.

Just select the ones you want to delete and add them to a Named List so you can use List > Delete Named List Records.

 

Regards, Mike Tate

 

From: family-historian@groups.io <family-historian@groups.io> On Behalf Of Chris Wake
Sent: 12 March 2020 18:40
To: family-historian@groups.io
Subject: [family-historian] Trimming My Family Tree In FH

 

When I first start researching my Family History 20 years ago I put no limitations on who I should include in my Tree. Subsequently I now have over 5000 individuals who I am related to in one way or another. This has become unmanageable and makes research harder. What I’d like to do is trim my tree by restriction my “sideways” ancestors (I’m sure there is a correct genealogical term for this but I don’t know it) to 3 units. At the moment I have 4th,5th,6th , 7th cousins X Removed etc. included but would like to restrict this to a maximum of 3rd cousins. Is there a function / value in Family Historian that will give me the “sideways” value so I can write a query listing all 4th + cousins in my tree, and so remove them all.

 

Thanks

 

Chris

 


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Mike Tate
 

BTW: I think Lorna meant hold down the Shft key while clicking the first and last in the group, not the Alt key.

 

(Multiple records can be selected at once by holding down the Alt key while clicking the first and last in the group).


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John Hanson
 

Chris

My personal file, which includes my small one-name study, which I started nearly 40 years ago now has 25,000 in it
I also do the research for the Halsted Trust (an educational family history charity) and that file has nearly 40,000 in it with over 700 John Halstead’s
You just get used to filtering the data and I make extensive use of flags to identify branches of the tree

 

Regards
John Hanson - researching the Halstead/Holstead/Alstead names
Researcher, the Halsted Trust - https://www.halsted.org.uk
Research website - https://www.halstedresearch.org.uk

2021 Family History Conference - https://www.elizabethanancestors.org.uk

 

 

 

From: family-historian@groups.io <family-historian@groups.io> On Behalf Of Chris Wake
Sent: 12 March 2020 18:40
To: family-historian@groups.io
Subject: [family-historian] Trimming My Family Tree In FH

 

When I first start researching my Family History 20 years ago I put no limitations on who I should include in my Tree. Subsequently I now have over 5000 individuals who I am related to in one way or another. This has become unmanageable and makes research harder. What I’d like to do is trim my tree by restriction my “sideways” ancestors (I’m sure there is a correct genealogical term for this but I don’t know it) to 3 units. At the moment I have 4th,5th,6th , 7th cousins X Removed etc. included but would like to restrict this to a maximum of 3rd cousins. Is there a function / value in Family Historian that will give me the “sideways” value so I can write a query listing all 4th + cousins in my tree, and so remove them all.

 

Thanks

 

Chris


Lorna Craig
 

Yes, sorry! I meant to say the Shft key.

 

From: Mike Tate
Sent: 12 March 2020 19:52
To: family-historian@groups.io
Subject: Re: [family-historian] Trimming My Family Tree In FH

 

BTW: I think Lorna meant hold down the Shft key while clicking the first and last in the group, not the Alt key.

 

_._,_._,_

 


Victor Markham
 

Well said Lorna

I have close on 80,000 names and more than half are not directly related

One part of a spouse will not be directly related but their children will be.

Only yesterday I was working on my tree and added a new name to an unrelated individual. That new addition changed connections with other names. Though still not directly related it moved things a bit closer.

There is nothing wrong with retaining all the names you have. You have done the research and even if there is no direct relationship there is still a 'link' somewhere.

FH is the software I work on and from time to time I copy the tree details to FTM. Unlike FH FTM tells me the connection to the person on the tree. One example says ' 1st cousin 2 times removed of husband of 3rd cousin. That alone tells m the link even if I have to work it out. I just wish it gave names in addition to the connection details

Victor

On 12/03/2020 7:45 pm, Lorna Craig via Groups.Io wrote:

Chris,

Before you do anything, it's worth noting that some FH users have huge files with tens of thousands of people in them.  FH is very good at handling large numbers of records and it will do no harm to leave all those distant cousins in your file.  Personally I would never delete any research.  However if you really want to delete some of them do make a copy of your entire project first in case you make any mistakes.  I would recommend keeping it as an archive anyway, because it might be useful one day.

In the Records window, Individuals tab, you can click on the heading of the Relationship to Root column to sort the records by relationship to you (assuming you are the file root).  You can then see just how many of each type you have and, if you really want to remove some groups, they can be selected in the Records Window and added to a Named List.  (Multiple records can be selected at once by holding down the Alt key while clicking the first and last in the group).

Remember that in addition to deleting those Individual records you will also need to delete any Note Records, Multimedia Records, Source Records, Repository Records and Place records which would be left unused after the deletion of the Individuals.  Use File > Split Tree Helper and select Delete all Individual records found by the Individual Query below, and use the Named List Members query.  In the 'Other Records' section set all the options to Delete ... Records left with no links to them.  Unfortunately the Split Tree Helper does not delete unused Place Records so you will need to do that afterwards by selecting  any Place records with no links (in the Records Window) and adding them to a Named List for deletion.

Lorna

List > Delete Named List Records. 

On 12/03/2020 18:39, Chris Wake wrote:

When I first start researching my Family History 20 years ago I put no limitations on who I should include in my Tree. Subsequently I now have over 5000 individuals who I am related to in one way or another. This has become unmanageable and makes research harder. What I’d like to do is trim my tree by restriction my “sideways” ancestors (I’m sure there is a correct genealogical term for this but I don’t know it) to 3 units. At the moment I have 4th,5th,6th , 7th cousins X Removed etc. included but would like to restrict this to a maximum of 3rd cousins. Is there a function / value in Family Historian that will give me the “sideways” value so I can write a query listing all 4th + cousins in my tree, and so remove them all.

 

Thanks

 

Chris


Trevor Rix
 

@Victor

In Family Historian, have you tried using Tools menu > How Related ... ?

Also, in the Records Window it is useful to set up the customised column Relationship To Root.


Brian Horridge
 

Another very useful FH function where you have a large number of people in your FH database (and a lot of separate groups that are not yet connected)  is the "RelationPool" function which gives an incremental number to show separate groups.  It is not a fixed number (like the ID number) but is dynamic and is effectively created when you start FH (or re-calculated when you link 2 separate groups together).

The expression to use in columns / queries is =RelationPool()       I have it as a column in my main Records window and in most of my custom queries.

Brian

On 14/03/2020 08:52, Trevor Rix wrote:
@Victor

In Family Historian, have you tried using Tools menu > How Related ... ?

Also, in the Records Window it is useful to set up the customised column Relationship To Root.


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Lorna Craig
 

Trevor, the Relationship to Root column is a standard column in the Records Window.  There is no need to set it up as a customised column.  However the more remote relationships (for example via in-laws of in-laws) are not shown so it would not help with Victor’s more distant connections.

 

Victor, as Trevor has said, the How Related Tool does exactly what you want.  The results can be displayed either graphically or in report form, and if two people are connected in more than one way it can show up to 9 relationships.

 

Lorna

 

From: Trevor Rix
Sent: 14 March 2020 08:52
To: family-historian@groups.io
Subject: Re: [family-historian] Trimming My Family Tree In FH

 

@Victor

In Family Historian, have you tried using Tools menu > How Related ... ?

Also, in the Records Window it is useful to set up the customised column Relationship To Root.

 


Victor Markham
 

Thank you Lorna and Trevor

It doesn't always give me details but when it does it is excellent much better than FTM.

This is one example of when FH gives details complete with names

Compared to FTM

When FH doesn't give relationship details

FTM does even though it is not direct.

The above are examples. Pity FH doesn't give details

Anyway thanks for mentioning the how related tool

Victor


On 14/03/2020 10:22 am, Lorna Craig via Groups.Io wrote:

Trevor, the Relationship to Root column is a standard column in the Records Window.  There is no need to set it up as a customised column.  However the more remote relationships (for example via in-laws of in-laws) are not shown so it would not help with Victor’s more distant connections.

 

Victor, as Trevor has said, the How Related Tool does exactly what you want.  The results can be displayed either graphically or in report form, and if two people are connected in more than one way it can show up to 9 relationships.

 

Lorna

 

From: Trevor Rix
Sent: 14 March 2020 08:52
To: family-historian@groups.io
Subject: Re: [family-historian] Trimming My Family Tree In FH

 

@Victor

In Family Historian, have you tried using Tools menu > How Related ... ?

Also, in the Records Window it is useful to set up the customised column Relationship To Root.

 


Lorna Craig
 

Victor,

FH offers to display the relationship either graphically or in report form, and I think it is constrained by whether it can display the relationship graphically in a standard diagram.  A link via a marriage can be displayed but the problem with your second example is that, according to FTM,  it involves not one but two links via marriages (a link via someone's sister-in-law and another link via someone's wife). In-laws of in-laws cannot be displayed in a standard FH diagram so the graphic display is not possible.  Unfortunately that means it doesn't produce the report either.

On 14/03/2020 21:07, Victor Markham wrote:

It doesn't always give me details but when it does it is excellent much better than FTM.

This is one example of when FH gives details complete with names

Compared to FTM

When FH doesn't give relationship details

FTM does even though it is not direct.

The above are examples. Pity FH doesn't give details

Anyway thanks for mentioning the how related tool

Victor