Exporting a Subset of your Data to a GEDCOM File
Sometimes it is useful to export a subset of your large file to a GEDCOM file. The most common reason is to send some data to a friend or another genealogist. They will not likely be interested in your entire file, but would rather have only selected individuals. This tutorial explains how to export the required subset GEDCOM file. The basic steps are:
- Create a new album to hold the subset data
- Fill the album with records to be exported
- Export the GEDCOM data from the album
If the exported data has no multimedia, the above three steps complete the task. If you want to include all multimedia in the files sent to your friend as well, add the following step:
- Include multimedia with the exported data
Two important comments before proceeding:
- A special case of a subset is your entire file and thus this tutorial also applies to exporting all your data. To export an entire file, you start with step 3, which is easy. More importantly, to include multimedia with your entire file, you will need the extra step 4 as well.
- GEDitCOM II, version 1.3 added two new scripts that automate all the tasks in this tutorial. The scripts can be used when exporting an entire file with multimedia (Share GEDCOM File with Multimedia script) or if the subset happens to be the individuals in the current family tree or the ancestors or descendants of a particular individual (Share Family Tree script). If these scripts meet your needs, you don't need this tutorial.
Create a New album
Start by creating a new album, which can be done by using the File→New Album menu command or by clicking the "New Album" icon in the index window. Once the album is created, double click its name and pick a name. This tutorial will call it "Subset".
Fill the Album with Records
The key step in exporting a subset of your data is selecting the data for the subset by moving records to the "Subset" album created in step 1. There are many options for adding records to the album. Here are some common ones:
- An Individual's Ancestors - a common need is to export all or selected ancestors for an individual. The process is:
- Open the individual's record
- Open an Ancestor Tree for that individual
- Expand or contract tree branches until exactly the individuals you want are showing in the tree. You can expand or contract branches with the arrow buttons (hint: to expand all generations in a branch, hold the option key down while clicking the arrow).
- When the tree is ready, choose Tree→Send Tree Members to Album→Subset to send all visible individuals in the tree to the new "Subset" album.
- Note: if your entire export includes members of only one tree, you can automate the export with the Share Family Tree script.
- An Individual's Descendants - similarly, you can collect someone's descendants in the album. The process is the same as for ancestors, except you work with Descendant Tree instead of an Ancestor Tree.
- All Relatives of an Individual - besides tree members, you can add all records found in a report to an album. For example, to move an individual's relatives to an album:
- Open the individual's record
- Choose Reports→All Relatives... mean command and get the report
- Choose Tree→Send Selected to Album→Subset to send all records in the report to the new "Subset" album.
- Search Results - if you want to export reports meeting some search criteria, you can:
- Choose Tree→Search menu command
- Enter search criteria and do the search
- Choose the "Subset" album from the "Send All Hits In" menu in the search window. All search hits will be moved to the album
- Drag and Drop Records - you can drag records from any location and drop them on the album.
- Selected Records - for any window where you can select record(s) (mainly the index window), you can select records and then use the Tree→Send Selected to Album→Subset to send them to the album.
- Multiple Methods - you can combine any of the above methods to populate the album.
Note - you only need to add the main records and usually only the individual records for the data to be exported. When you do export in the next step, GEDitCOM II will automatically include all family records requires to link those individuals along with all relevant notes, sources, multimedia, and research logs.
Export the GEDCOM data from the album
To export the records in the album choose the File→Export→GEDCOM Data... command. The following sheet with options will appear:
Choose export options:
- Records: Choose the "Subset" album to be exported (if you are using this tutorial to export your entire file, select "All Records" instead).
- Character Set: "UTF-8" is the best choice, but if the software to be used by the person receiving your file cannot handle that set, you can try exporting again and switching to "Window (Latin 1)" or "ANSEL".
- Line Ending: Line ending should not matter, but some Windows software requires the "CR+LF" option (for carriage return and linefeed).
- Multimedia: When exporting for other software, you should choose "GEDCOM Embedded Links". When exporting for later use in GEDitCOM II, either this option or "GEDitCOM Style Records" will work.
- Research Logs: When exporting for other software, you should choose "Omit". When exporting for later use in GEDitCOM II, it is better to choose "Include."
Finally click "Save" and save to a file with extension ".ged" (e.g., "Subset.ged") in a new folder on your Desktop (e.g., a folder called "Transmit").
If your data does not have any multimedia, you are done and can transmit the "Subset.ged" file to your friend. If the data did have multimedia and you want to transmit the multimedia along with the file, use the next step for transmitting the data. Note: if you intend to reopen the file in GEDitCOM II on the same computer, you can skip the next step even if you have multimedia, because GEDitCOM II will be able to read the multimedia from this first export.
Including Multimedia Files with the Transmitted Data
If your data has multimedia, use the following steps to transmit copies of the multimedia objects as well. These steps give your the best chance the other software will recognize the multimedia. If the receiving software does not find the multimedia prepared by the following process, it is likely that software is just not capable of reading multimedia objects. At least your friend will have copies of the multimedia objects.
- Open the "Subset.ged" file exported above in GEDitCOM II
- Choose the Tree→Multimedia Options command and click the "Options" tab in the window that opens.
- Click the "Choose..." button and select the "Transmit" folder created when the file was first exported. Select the options as show in the image and click "Consolidate". This process will copy all multimedia needed for the subset file to the "Transmit" folder and make sure the records in the file link to the new copies.
- Finally, choose File→Export→GEDCOM Data... and export again by the methods from above. Be sure the save the export file in the same "Transmit" folder. You can just replace the previous "Subset.ged" file because it is no longer needed.
A convenient method to transmit "Subset.ged" and all multimedia files is to control-click on the "Transmit" folder in the Finder and select the "Compress 'Transmit' " command. This step will create a ".zip" file to give to your friend. They will need to extract the files to a folder and import the GEDCOM file into their genealogy software. With luck, their software will find the multimedia.