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March 25, 2009

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Another method of doing this is by the use of Tags. BY assigning a Tag to relevant branches you can then use this to also quickly select a group.

An added benefit of this is to then include the showing of specific Tags you use in the INdex display and you can immediately see which part of you family tree an individual belongs to.

A great tip, thank you! I sometimes need or want to send very small segments to people in response to inquiries or with my inquiry to them and it sounds like this will help me out a lot.

I would like to email a branch with Legacy files and pictures.
I want my cousin to use Legacy and see it the same way I do with all the pictures, colors, relationships, customs setting, etc....
I am thinking that the backups for data and media contain all of the configuration information and would give me everything. From my complete data file, I can create a smaller database for a branch of my family tree.
What are the steps for creating a media backup with only the information that is needed for the branch?

Leonard - good question. This is what I would do. I would first export a focus group (of the small branch) to a new Legacy family file. Then create a backup of the data and multimedia of the new, smaller Legacy file and send that to the relative. Actually, before sending them the backup I would also set the relationships, starting with the relative, and add a quick-bookmark for the relative.

So what if I needed to just send a report, not a gedcom? How would I do that?

Many family members cannot open a GEDCOM file. How can I send a report in document style?

Jill - to do this, just click on the .pdf or .rtf option for that report. The report can then be emailed. Actually, this is detailed in the April 6, 2009 article entitled "Sharing Your Legacy Electronically."

Judy - see the "Sharing Your Legacy Electronically" article published on April 6, 2009.

Whilst a Focus Group is one way to select the records of people to transfer, for very large files there is another way!

Provided you are using the "paid-up" version of Legacy, you can use "Advanced tagging" to select a particular branch of your file. For example, the ancestry of your daughter-in-law so she can share this with her siblings, without the clutter of all the people she married into!

Select the "root" person (in this case the d-in-law) and then enter "advanced tagging" - choose a tag number for the export (I always use Tag9) and first untag Tag9 for everyone. Then tag the ancestor side of the selected individual including all spouses and children etc.

It is also useful to go to the top of the tree and tag descendants to "mop up" side branches.

Finally, export the Legacy file to another, selecting only the Tag9 individuals, and then open the new Legacy file to make sure there are no missing branches and no individuals you wanted to omit. A little manual editing may be needed here.

At this stage you can choose to export again as a GEDCOM if the destination genealogist uses a different software program for their records.

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