Tuesday’s Tip – Entering Notes (Beginner)

Tuesday’s Tip – Entering Notes (Beginner)

Tuesday's Tips provide brief how-to's to help you learn to use the Legacy Family Tree software with new tricks and techniques.

Entering Notes (Beginner)

Most Legacy users know about the five main notes fields, General, Research, Medical, Marriage and Event but are you taking advantage of all of the other notes fields Legacy has? Just in case you are not familiar with the Big 5 we will look at those first. I will tell you what I put in each field but this is totally up to you.  

I use the General Notes to hold biographical information. I try to write a short bio on every person in my direct line and for the siblings of my direct line at the very least. Sometimes this is a paragraph and sometimes it is several pages.

 

General Notes
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I use the Research Notes to document my current theories and train of thought.

Research Notes
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I use the Medical Notes to record all kinds of medical things I find.

Medical Notes
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And here is a Marriage Note.

Marriage Notes
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Here is how I use the notes for an event. This happens to be a newspaper article so I have put the transcription in the notes. 

Event Notes
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Now we will look at some of the notes fields that people seem to overlook.  I like to keep my notes with the fact they are describing.  To get to the Birth, Baptism, Death and Burial Notes fields all you have to do is click the + (plus) sign to the right of the field.  You will also see some other options listed for each of these fields.

Vital Event Notes
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Here are some examples of what I put in these 4 notes fields.

Birth Notes
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Baptism Notes
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Death Notes
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Burial Notes
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Ah but we are just getting started! Any attached Media can have notes.

Media Notes
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You can have notes attached to locations. 

Location Notes
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You can have notes on addresses.

Address Notes
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You can have notes for repositories.

Repository Notes
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To-Do Tasks have two tabs of notes, the Task Description and the Results.  If you take the time to fill these out properly you will have a nice research log.

To-Do Notes
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The Master Source and Citation Detail screens both have two fields for notes, Text and Comments.

Source Notes
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Legacy 9 introduced the new Stories feature which gives you an unlimited number of additional notes with titles that you choose.

Stories
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Each notes field can hold up to 1,000,000 characters which has always been plenty for me.


Find tech tips every day in the Facebook Legacy User Group. The group is free and is available to anyone with a Facebook account.

For video tech tips check out the Legacy Quick Tips page.  These short videos will make it easy for you to learn all sort of fun and interesting ways to look at your genealogy research.

Michele Simmons Lewis, CG is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News.  You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.

Certified Genealogist is a registered trademark and the designation CG is a service mark of the Board for Certification of Genealogists®, used under license by Board certificants who meet competency standards.

 

 


Tuesday’s Tip – Using Uppercase Surnames (Beginner)

  Tuesday’s Tip – Using Uppercase Surnames (Beginner)

Tuesday's Tips provide brief how-to's to help you learn to use the Legacy Family Tree software with new tricks and techniques.

Using Uppercase Surnames

Uppercase surnames are no longer considered a genealogy standard so if you have your surnames in all caps it will trigger a Potential Problems warning. However, there are many people that still prefer their surnames in uppercase. This is very easy to do in the Legacy Family Tree software.

1) Go to Options > Customize > Data Format.  Scroll to Option 3.3 and make sure it is set to Uppercase.  Click the Apply button over on the right to make sure that all of your surnames are in uppercase. Now click Save at the bottom.

Click the Options Tab then Customize
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Option for uppercase surnames

2) Close the customization screens and go to Tools > Potential Problems.  Click the Standardization tab.  The very last entry is Surname Entered as All Caps.  Make sure this box is UNchecked. 

Potential Problems dialog box
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Now you are good to go.

Family View
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Find tech tips every day in the Facebook Legacy User Group. The group is free and is available to anyone with a Facebook account.

For video tech tips check out the Legacy Quick Tips page.  These short videos will make it easy for you to learn all sort of fun and interesting ways to look at your genealogy research.

Michele Simmons Lewis, CG is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News.  You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.

Certified Genealogist is a registered trademark and the designation CG is a service mark of the Board for Certification of Genealogists®, used under license by Board certificants who meet competency standards.