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This feature provides 2 parts, NameClean and PlaceClean, which will go through your names and places looking for things which may need addressing and will optionally fix the issue for you. Keep in mind that it is impossible for a program to perfectly try to determine if there is a problem with a name or place... DataClean is intended to point out possible issues that you can choose to either fix or ignore.

 

NameClean has an additional option where you can select the people to clean. This lets you focus on a smaller group of people at a time. You choose which people from a drop list of named groups which you have created.

 

NameClean

 

RM9_Tools-DataClean-NameClean-1

 

NameClean offers a number of options for which type of problems to look for, including:

 

Names in all uppercase

Improper spacing

Improper punctuation

Misplaced prefixes

Misplaced suffixes

Misplaced nicknames

Alternate names inside a name

Invalid characters

Abbreviations

Descriptions instead of names

Wife shares husband's surname

Improper capitalization

 

You can also choose whether to clean just the primary name for each person, or whether to consider any alternate names you may have entered as well.

 

RootsMagic will display a list of any names where it detects one of the selected problems. When you highlight a name in the list RootsMagic will show you the name as it exists in your database, as well as the "cleaned" version of the name. You can choose to accept the changes RootsMagic suggests by checkmarking that row. If you only want some of the changes RootsMagic suggests for a name, you can uncheck problems at the bottom of the NameClean screen and RootsMagic will remove that particular correction from its suggestion.

 

Note: You don't have to accept only what RootsMagic suggests. You can even hand edit the "Cleaned Name" to exactly what you want and RootsMagic will make those changes for you (just make sure to remember to check that row also).

 

PlaceClean

 

RM9_Tools-DataClean-PlaceClean-1

 

PlaceClean offers a number of options for which type of problems to look for, including:

 

Names in all uppercase

Improper spacing

Improper punctuation

Blank pieces

Improper capitalization

Invalid characters

Abbreviations

Misplaced place details

 

You can also choose whether to add or remove countries from places, and whether to replace <brackets> with something else.

 

RootsMagic will display a list of any places where it detects one of the selected problems. When you highlight a place in the list RootsMagic will show you the place as it exists in your database, as well as the "cleaned" version of the place. You can choose to accept the changes RootsMagic suggests by checkmarking that row. If you only want some of the changes RootsMagic suggests for a place, you can uncheck problems at the bottom of the PlaceClean screen and RootsMagic will remove that particular correction from its suggestion.

 

Note: You don't have to accept only what RootsMagic suggests. You can even hand edit the "Cleaned Place" to exactly what you want and RootsMagic will make those changes for you (just make sure to remember to check that row also).

 

Another Note: If you clean a place to make it exactly match another place in your file, you can end up with duplicate copies of the same place. If that happens, do Lists > Place List from the menu and use the place merging features to combine the duplicate places.

  

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