How to use SmartCopy?

Private User

Have you installed the Google Chrome Extension? (Actually I guess there is one for Firefox and Opera, but I have only used the Chrome one myself).

Basically you open up your ancestry tree in one window and view an individual and then you open up the Geni profile for that person in another window so you can easily see the results after you refresh the page. Just click on the blue Google Chrome extension in the top right corner and it gives you the option to add his parents, siblings, spouses and children.

You can then do the same for those people and fill in some branches that haven't been added to Geni.

Does that help?

one of the curators made a video guide you can find it here.

https://youtu.be/30gRnmEfs7c

The easiest way is to find a profile already on Geni. If there is not just add one of the profiles by hand. Then in Geni go to that profile, it should give you a match with the Ancestry profile. Then you add from there like John explained above.
If you do not get a match you can add the Geni profile to the Smartcopy history.
That should allow Smartcopy on the Ancestry site to find the matching Geni profile.

Some advise of do's and dont's are presented here:
https://www.geni.com/projects/SmartCopy-Best-Practices/47044

Job Waterreus: You wrote "If you do not get a match you can add the Geni profile to the Smartcopy history. That should allow Smartcopy on the Ancestry site to find the matching Geni profile."

How to add it to Smartcopy history?

I copied your instructions into the above mentioned Best Practices page, but I wrote: If you do not see a green SmartMatch in the Geni profile, you may copy the URL (the web adress) of the corresponding Ancestry page and paste it into SmartCopy.

What I meant was the other way around:
First access the Geni profile page.
Then start SmartCopy and on the bottom line of the SmartCopy window use add to history. That will add the Geni profile to the SmartCopy history.
Then go to the external site for that profile. If you start SmartCopy there it should match the external profile to the Geni one in its history.

If you do not add the Geni profile to the SmartCopy history it may have a problem on an external site to know which Geni profile to update. On a MH match page that is not a problem because that match page shows the corresponding Geni profile, but on other external sites it may be necessary to first add the Geni profile to the SmartCopy history.

Aha, then I get it. But copying the Geni URL is an equivalent method to stating the destination profile?

I tried to explain both methods in the https://www.geni.com/projects/SmartCopy-Best-Practices/47044 page .

Carl,

I think you explained it correctly, although there may be an added step when you get a green match indicator. When there are more matches you must first choose one of them before starting SmartCopy.

If a parent is not yet in Geni, it may be better to first add that parent to Geni before adding any children (so start SmartCopy first and add the missing parent(s) to Geni, but do not add the children yet. Check Geni and when everything looks good start SmartCopy again to add the Children). It may be fixed now but I had some problems from time to time when I tried to add all of them at the same time. This may be related to some tree and/or data conflicts on the Geni side.

It may be good to first solve any conflicts for a profile before trying to add data with SmartCopy.. May be you should add that to your project.

Job,

Thank you. I made some minor changes. Now the text recommends people to not copy too many profiles at the same time. The section "do's and don't" recommends people to wait with siblings, but to include children.

Some of this text could just as well be moved to the main project page.

Carl,

It looks god to me.
It may help if you can add references to the help section for solving tree and data conflicts.

Do I understand good, that if I don't have payed MyHeritage account I can not use SmartCopy to merge profiles?

Private User

You cannot use SmartCopy to merge profiles, you can use it to copy data from a number of other sites to Geni. For some of these sites you will have to have a (paid) membership.

As far as I know to copy from My Heritage you will have tohave a paid membership or you need to be a free guest member on a family site with an paying owner.
So unless you are a guest member you will need to have a paid My Heritage account if you want to copy data from it to Geni.

Please do keep in mind that many web trees are not sourced, so please always check the data before copying it to Geni and do not copy data to Geni when that data is from a SmartMatch with Geni!

SmartCopy is built to add-to (update) or create new Geni profiles based on information it extracts from a variety of other genealogical web sites ... not just MyHeritage. So it can be used on any of those sites (as you have permission on those sites). See the Project Description for a list of the sites.

For Pro Geni members, you only need a "Data subscription" to MyHeritage if you wish to use the ease of getting directly from a Geni "SmartMatch(tm)" to the corresponding MyHeritage page (where one can then use SmartCopy).

Some of the MyHeritage collections are public, and SmartCopy can be used on those pages (if it recognizes them).

Said another way: SmartCopy does not do any checking whether or not you have a MyHeritage subscription (of any kind).

If you can get to a web page which SmartCopy recognizes (and you have access to the corresponding Geni profiles <smile>), then you can use SmartCopy.

.... and .... as Job wrote ... you cannot "SmartCopy" from one Geni profile to another -- even if there is a "SmartMatch(tm)" for it.

www.geni.com refused to connect. Been getting this for a week!

Private User,

Here's the answer to your problem:

https://www.geni.com/discussions/214765?msg=1397936

Kevin

Thanks, Kevin for the info. I have been going crazy trying to work out the problem.

Private User,

No problem. I can't get it to work at this time. It's now up to the developer and Geni management to figure out a secure way for it to work.

Kevin