Detailed Instructions for Using RootsMagic to Create a Minimal GEDCOM

 I like to have my tree on multiple sites. A few times a year, I've been creating a GEDCOM from either Ancestry or Family Tree Maker (FTM) and uploading it to MyHeritage and Findmypast. These are simply the sites I choose to use. If and where to upload GEDCOMs is a personal preference, depending on your specific needs.

There  are numerous other sites and software where GEDCOMS are accepted. Reasons one might want to upload could include:

• My #1 reason - having easy access to hinting from the sites I subscribe to
• Keeping multiple online backups
• Searching for more DNA matches
• Collaborating with relatives and family groups
• Utilizing specific research tools provided by software or websites

GEDCOM files generally contain a lot of information, most often including citations and facts, and potentially media depending on the program used to create the file. I've long wanted to be able to create a minimal GEDCOM, since all I'm interested in is hinting. I wanted a GEDCOM with only name, birth date/location, death date/location, marriage/location and divorce/location. I only want the basics...just enough to provide sufficient data to prompt the algorithms for hints. 

My preferred desktop software is FTM. I can absolutely export a GEDCOM, but the options for filtering the contents are slim. Ancestry provides a one-size-fits-all download solution, no editing options there. GEDCOMs can be manually edited, but it's simply not a viable option for trees with large amounts of people and data. At one point, I found a website where they used to offer a program with the ability create exactly the file I was after (called The Complete Genealogy Builder). Sadly, the software has been discontinued and is no longer available for purchase. I didn't want to have to buy (or learn) new software specifically for creating these GEDCOMs. With a little persistence, I found a way to do it reasonably easily with RootsMagic. While not my preferred software, I do have the most recent paid version (RM11). According to Google, you very may be able to do this process with the free version, RootsMagic Essentials, as well. It does take a few minutes of setup each time you want to create this type of GEDCOM, but it's by far the easiest way I've found to do it. Here's are the detailed steps.

First, export your GEDCOM from your preferred software, or download from your preferred site, such as Ancestry. (Note: If you're a RootsMagic user, I'd still recommend exporting and working with the GEDCOM separate from your main research tree. If anything goes wrong or you make an error, you don't want to risk messing up all your hard work!) Since the main sites I upload to already privatize living people, I don't worry about doing it in my GEDCOM. But it's important to double check how the uploaded file is handled on each site. As an example, GEDmatch requires you to privatize your own file. Be sure you check each site's requirements so you don't encounter any unexpected surprises or problems.

Once you have your initial GEDCOM, import it into RootsMagic by selecting File > Create a New RootsMagic File > Import > GEDCOM > and select the location of your GEDCOM file.

Then, open your newly created file and select Tools > Fact Tools > Add or Modify Fact Types. Then Run the Selected Tool. You should have a screen like this:

Next is the most time consuming part. You'll need to edit each fact you don't want in the GEDCOM. Select the Fact Type and click Edit. You'll want to UNCHECK Include When Exporting GEDCOM Files. Then click OK. (Facts have this box checked by default). 

For facts you are keeping in the GEDCOM (especially if you use custom facts) be sure to check each one to determine if Use Description Field is included by default or not. You may wish to make adjustments to include or exclude them, depending on the purpose of your GEDCOM, and the information you're entering in the field. As an example, I have custom Marriage and Divorce fields to record timeline events for additional spouses I'm not researching or including in my tree. These facts are set up as individual person facts (not family or shared facts as the standard Marriage and Divorce facts are). In these cases, I include the name of the additional spouse in my description. Even on a minimal GEDCOM, I want to have the names visible when I upload to another site, so I must ensure those facts are using the Description.

You'll have to go thru every fact type one by one. When you're done excluding all the facts you don't want, and verifying the description use on the fields you do want, click OK on the bottom of the Fact Types screen. 

This is where I wish there was an option to save, but unfortunately, there is not. You'll have to repeat this process each time you want to create a minimal GEDCOM. CAUTION: Your fact changes will be lost after you exit the file you're working with, regardless of whether you save it or not.  It's critical you do the GEDCOM export prior to closing the file you're working with. The good news? Now, you're ready to export your modified GEDCOM! 

Click on File > Export Data > GEDCOM

From here, you can specify where you want the file exported. I recommend reimporting the file into RootsMagic (or your preferred software) to double check and make sure everything looks just as you want it. Once you've verified, you're ready to upload to the sites or software where you want to use this GEDCOM. 

Here are links on how to import GEDCOMs to the major websites:

• Ancestry - Uploading a Family Tree
• MyHeritage - How do I upload (import) a GEDCOM file to my family site on MyHeritage?
• Findmypast - How to import your family tree using a GEDCOM file
• FamilySearch - How do I upload my GEDCOM file?
• GEDmatch - Uploading a GEDCOM File on GEDmatch - Genetic Genealogy Research (VIDEO)

I've also updated my Genealogy Toolbox to include these links, under GEDCOMs, in case you'd like to reference them in the future.

There are any number of reasons you might want to create a minimal GEDCOM. The facts you wish to include may be completely different than those I use. But the creation process is the same! It only takes 1/2 hour or so to create a minimal GEDCOM using RootsMagic. Perhaps in the future more software or websites will offer easier ways to do this, but this process accomplishes the goal without the need for time consuming manual editing or purchasing additional software. If you've long wanted a way to do this, or if you've found other easier ways to do it, let me know!