Request for Feedback on "Group by Families"
We’d love your feedback on the “Group by Family” toggle!
To help us improve this feature, we’d appreciate your thoughts:
- What aspects of this feature do you find helpful or enjoyable?
- Are there any changes or improvements you’d like to see?
- Have you encountered any issues or confusion while using it?
- How often do you use the default view and the "Group by Family" view?
Your input is incredibly valuable and helps shape the future of the project. Thank you for being part of the community!
Comments
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So it is now "Group by Relationships" instead of "Group by Families" and the grouping by relationship means to group all the spouses together and then all the children together. At the same time, the meaning of "On" and "Off" for the slider have been reversed. That threw me for a minute since the term "group by relationship" at first glance doesn't clearly mean anything while "group by families" means exactly that.
Improvements suggested:
- Change the label back to "Group by Families" and make the default for the slider to be on.
- As requested by others before, make the user's choice for the slider to be a sticky preference just as for the Detail View on the profile's Details tab.
- Show the couple event date and place on both options. Right now you can only see that date and place when not grouped by relationships or, to use the old term, when are grouped by families.
- Not for this particular function but I'll mention it here anyway: In the top panel that slides to stay in view as one scrolls, include the merge recommended or not lines and the cancel, not a match, and merge links so they are always on the screen.
- Also not for this particular function but I'll mention it here anyway: Have the top banner scroll down sooner. I've run into situations where the length of the merge screen is just enough that the banner never scrolls down even though I can't see it anymore.
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I'll be honest, I've never understood what that toggle does, and now that it's been updated, I'm almost even more confused. The few times I've tried it out haven't seemed to change anything about the view, other than collapsing the marriage dates of the parents or stuff like that. Whatever its intended function is currently isn't all that clear.
While I'm here though, I just want to say THANK YOU for adding the third column! I like the similarities between the new merge page and the review merge page!
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I have used this Beta Merge program since the very beginning and the single most confusing part of it remains "Group by Relationships" or "Group by Families" regardless of what you call it. It was the first thing that had me wondering what was going on and how does this work. I had done hundreds of merges prior to this, but this was confusing! The person I was trying to compare them to was way down the page and at first I assumed it was a different person entirely. I couldn't tell if I was comparing them to a child, parent or spouse. With them side by side in "Group by Relationships" or "Group by Families" it is quite easy. For a beginner this is not a good thing! For a very experienced person it was difficult. Keep it easy.
The toggle should ALWAYS be on, meaning the individuals should always be across from each other! They are across from each other at the top. So I naturally assumed they would be as I start scrolling down the page! But NO they are not unless you KNOW to click on the toggle to make it that way. I dread the day that I will be training all of the people in my Possible Duplicates Project if this is not changed!
The choice should be to turn it off. To be perfectly honest it should only be grouped by family and not even be a choice. That would be SOOOO much easier! Why make it hard to compare 2 people. Keep them side by side where there is no confusion and it is easy to see who we are comparing them to.
That being said… I LOVE the new merge system! It is quicker and means less information is left behind or lost. I also like the new 3rd column.
The only other change I would make would be to offer more pre-made comments like in the original merge process of why you made the change.
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@Gordon Collett
1. Change the label back to "Group by Families" and make the default for the slider to be on.
Do you still recommend we switch the label back now that it's been almost a month since we made the label change?2. As requested by others before, make the user's choice for the slider to be a sticky preference just as for the Detail View on the profile's Details tab.
Thanks for the suggestion, we'll monitor this one.3. Show the couple event date and place on both options. Right now you can only see that date and place when not grouped by relationships or, to use the old term, when are grouped by families.
We are planning on refining how relationships work in the merge hopefully soon. Thanks for the suggestion
4. Not for this particular function but I'll mention it here anyway: In the top panel that slides to stay in view as one scrolls, include the merge recommended or not lines and the cancel, not a match, and merge links so they are always on the screen.
We shrank what was in the sticky header to help with smaller screens. We will be adding the buttons to a footer at the bottom of the page, will that help?
5. Also not for this particular function but I'll mention it here anyway: Have the top banner scroll down sooner. I've run into situations where the length of the merge screen is just enough that the banner never scrolls down even though I can't see it anymore.
Thanks, we'll take a look at this soon.
Thanks again for your feedback!0 -
1. Change the label back to "Group by Families" and make the default for the slider to be on.
Do you still recommend we switch the label back now that it's been almost a month since we made the label change?
Yes. "Group by Relationship" is still confusing. And it really is easier to compare the families when you see the spouse and the children with that spouse; then the next spouse and the children with that spouse.
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I'll be honest, I didn't understand why the toggle was necessary in the first place (and I couldn't really tell what difference it was making), but now I can see reasons for both views. There's one small detail, though, that I recently noticed.
When "Group by Relationships" is on, the children in the merged column are all put in one list, but they are still separated by family. This may just be me, but I think it would be more useful for them to be ordered by birth year, since "by family" is already how the other mode shows them. An example of when this would help is when you have two copies of what may be the same family. If they are the same family, the birth years of the children should be the same or at least similar, and you should end up with several pairs:
Peter: abt 1800Peter: 1801James: 1803James: 1803John: 1806John: 1806Currently, it might look something like this:
Peter:1801James: 1803John: 1806Peter: abt 1800James: 1803John: 1806Again, it's a small detail, but I think when they are ordered by year, it's a lot easier to see if it's a good merge after all. Even if the children do not match—for example, if they were from different marriages—ordering them by birth date would let you see if dates make sense in the first place (see if they're born too close together, births overlap each other, etc).
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@Carter J Parker Thanks for your feedback!
We are looking at adding a tool tip, or popover explanation around the purpose of the toggle.
Thanks for pointing out the opportunity for sorting in the family members section while grouped by relationship. We'll take a look at at.
Thanks again!1 -
I agree that the group by family default needs to be on. I am an experienced merger and at first thought that there was only one spouse, so nothing to compare. Really there were two, just so far apart on the page that I didn't notice that they overlap.
Also, the coloring is confusing. One column is blue, one is white, but the final results column does not match the colors of the source information. It would help to see which information is kept.
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I'd like to see the people with the same relationships across from each other as the default because I always check it to look at it that way. I think it's important to be able to see the date information while in that view. But if we really need both, I agree with the other comments that the toggle should be to turn on group by families, to be able to look at it that way if needed.
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