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Better transfer of Sources from FSFT to RM

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#1 GlenB

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Posted 15 March 2019 - 01:29 PM

If you have matched your RM person to a FSFT person you can look at the data and transfer event facts from FSFT to RM, and you can look at the sources/citations and transfer them as well. For the sources, the mechanism could be much improved.

 

Right now you have to scroll through a possibly LONG list of sources (I have seen a 6 page list of 60 sources) to find the next one you want to transfer to RM, click it, select the RM event fact to apply it to and wait for an update and scroll down the list again to where you previously were. It seems that the update re-reads the updated list from RM and the entire "possibly updated, but probably not" list from FSFT. That is a long and repetitive process. What if ....

 

1 - there were 2 screens, one optimized to transfer to RM, and the other optimzed to transfer to FSFT? The rest of the points below are written from the perspective of the one optimized for transfer to RM, but they can easily be viewed for transfers in the opposite direction.

 

2 - the left side shows the RM event facts with the sources they currently use listed under them (example, a birth event fact and indented under it are two sources, one from a birth record and one from a census record). And the right side shows the FSFT sources in whatever order FSFT provides them to RM (see comment below).

 

3 - if an FSFT source is ALREADY in use for any fact in the RM person then it is greyed out. It can still be copied if you want to, but the greying out makes it SO much easier to see if there are sources that you have not already copied over. Perhaps the list could even be sorted with the "so far not used" sources at the top.

 

4 - and now to transfer sources over to RM ... no more of the click, select, wait and scroll process. Simply drag and drop from the FSFT source to the RM event fact. Could also then drag that same source to another event fact if that makes sense. Can drag and drop multiple different sources to multiple different event facts one by one. DO NOT refresh or re-sort the FSFT list because it is not expected to have changed. If you had previously scrolled down 3 screens to get to some lower listed FSFT source, you want the list to stay in that same place so you know where you are and you can continue working through the list.

 

5 - once ALL of the drag and drops you want are done there is an APPLY button that does all the copies from one place to the other and then re-requests and re-displays (with greying and sorting) the 2 sides so that you can decide if you are done or want to make more changes.

 

6 - for all scrolling through the list in both panels, make the screen sensitive to the mouse position so that if my mouse is over the FSFT side I can use the mouse wheel to move that list, and same on the other side.

 

6 - you should also be able to click on a source under an event fact in RM and then hit the delete key which greys it out and it will be deleted at the next APPLY. Hitting delete again will un-delete and un-grey it. Nothing actually happens till you hit APPLY.

 



#2 Renee Zamora

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Posted 15 March 2019 - 02:54 PM

Confirming this is on the enhancement request list. 


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#3 GlenB

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Posted 15 March 2019 - 03:16 PM

Confirming this is on the enhancement request list. 

 

:D