Legacy 101 - Entering Events

Creating a timeline for your ancestor is critical. If you know where they were at specific times you can then research in the correct jurisdictions to find possible records. If you see a migration pattern in their movements you can then back them up in time using known migration routes which might give you a place of origin. You can investigate other people in the same area at the same time who might be related in some way. Entering events is how you create this important timeline. The vital events (birth, baptism, death, and burial) have their own fields so you will not be entering these as custom events.  All events are entered on the Individual's Information screen. 

Individual's Information screen
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Click the Add button over on the right and you will see the event entry screen. If you click the drop down arrow next to the Event/Fact field you will see the default events that Legacy comes with but you can also easily add your own event name by typing it in the field. Legacy will auto fill if you already have that event in your list. You can mouse click on the Event/Fact: label and Legacy will fill in the last event you used.

Entering an event name
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You may or may not need the description field depending on the event. You then add the date of the event (if known) and the place where it occurred (if known). If you right mouse click the date or place field name it will give you a list of the last ten things you used. The place field will also auto fill as you are typing if you have already used that place and it is on your Master Location List. You also have a place to add notes at the bottom. All of Legacy's note fields can have up to one million characters. I had to reduce the size of the window for the screenshots. Your screens will have more room.

I am going to show you a few examples of events from my personal file. It is important to understand that different people will enter events differently so what you see is just the way I do it.

Census event
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Residence event
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Deed event
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Will event
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You can also add an address, sources, and media files to an event. 

Address, sources, media icons
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Legacy has two ways to save you a lot of time and help you make sure that your events are consistent.  You can Copy and Paste events to other people or you can Share events with other people. Which method you choose is a matter of personal preference and you might decide to use one way for some events and the other way for others. One thing you will want to consider is how the events will read out in reports. The two methods produce different outputs. You can try each method and run sample reports to see which one works better for you. When you copy and paste you are creating an exact duplicate of the event that will be added to the other person's timeline. When you share an event you are able to add roles for the other people (how they participated in the event).

To copy an event you will click the copy icon, navigate to the person who needs the event, click the Add button, and then click the paste icon.

Copy an event
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Paste an event
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To share an event you will click the Share Event button over on the right. 

Sharing an event
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If you chose "Select from the Name List" you will see a familiar screen where you can choose one or more people you want to share the event with by putting a check mark next to their name. Legacy helps you out by putting the immediate family over on the right so that you don't have to hunt for them (first screenshot). You use the "Just enter the name of a person" when the person is unknown to you and they are not in your file. For example, a marriage license that lists a witness whom you do not know (second screenshot).

Using the Name List
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Adding a person that isn't in your file
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There are more advanced options on these screens as well as in reports that will help you refine how you want your events to appear but the information you have now is enough to get you started on the right foot creating comprehensive timelines for your ancestors.

 

View a Compilation of all Legacy 101 articles

 

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.

 


Compilation of Legacy 101 Articles

Compilation of Legacy 101Articles

The Legacy 101 articles provide you with an easy-to- learn resource as you get started with Legacy Family Tree software. The twenty-part series has been released weekly on the Legacy Family Tree Blog.  

Here you will find a compilation of all the posts for your convenience.

Legacy 101 Articles

  1. How to Find Help - http://news.legacyfamilytree.com/legacy_news/2017/12/legacy-101-how-to-find-help.html
  2. The Different Views - http://news.legacyfamilytree.com/legacy_news/2017/12/legacy-101-the-different-views.html
  3. Entering Locations - http://news.legacyfamilytree.com/legacy_news/2018/01/legacy-101-entering-locations.html
  4. How to Enter a Person and His/Her Spouse - http://news.legacyfamilytree.com/legacy_news/2018/01/legacy-101-how-to-enter-a-person-and-his-her-spouse.html
  5. How to Enter a Child and Parents - http://news.legacyfamilytree.com/legacy_news/2018/01/legacy-101-how-to-enter-a-child-and-parents.html
  6. Linking and Unlinking - http://news.legacyfamilytree.com/legacy_news/2018/01/legacy-101-linking-and-unlinking.html
  7. Privacy - http://news.legacyfamilytree.com/legacy_news/2018/02/legacy-101-privacy.html
  8. File Maintenance - http://news.legacyfamilytree.com/legacy_news/2018/02/legacy-101-file-maintenance-.html
  9. Backing Up Your File - http://news.legacyfamilytree.com/legacy_news/2018/02/legacy-101-backing-up-your-file.html
  10. Sharing Your Data with Others - http://news.legacyfamilytree.com/legacy_news/2018/02/legacy-101-sharing-your-data-with-others-not-done.html
  11. Reports - http://news.legacyfamilytree.com/legacy_news/2018/03/legacy-101-reports.html
  12. Charts - http://news.legacyfamilytree.com/legacy_news/2018/03/legacy-101-charts.html
  13. Data Entry Using the Name/Search List - http://news.legacyfamilytree.com/legacy_news/2018/03/legacy-101-data-entry-using-the-name-search-list.html
  14. FamilySearch - http://news.legacyfamilytree.com/legacy_news/2018/03/legacy-101-familysearch.html
  15. Master Lists - http://news.legacyfamilytree.com/legacy_news/2018/03/legacy-101-master-lists.html
  16. Source Citations - http://news.legacyfamilytree.com/legacy_news/2018/04/legacy-101-source-citations.html
  17. Customizing Legacy - http://news.legacyfamilytree.com/legacy_news/2018/04/legacy-101-customizing-legacy.html
  18. Potential Problems - http://news.legacyfamilytree.com/legacy_news/2018/04/legacy-101-potential-problems.html
  19. Help with your research: Hints, Research Guidance, Internet Searches - http://news.legacyfamilytree.com/legacy_news/2018/04/legacy-101-help-with-your-research-hints-research-guidance-internet-searches.html
  20. Entering Events - http://news.legacyfamilytree.com/legacy_news/2018/05/legacy-101-entering-events.html

 


Legacy 101 - Help with your research: Hints, Research Guidance, Internet Searches

Legacy has several built in features to help you with your research. The first is Hints. Legacy directly interfaces with some of the most popular websites and will generate research hints for you based on the information you have already entered. On the main toolbar go to Options > Customize > View > Option 8.13 to turn the Hints on.

Turning Hints on
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If you are going to use the Hints I suggest that you go ahead and check the box to display the icons. You can use the Search feature in Legacy to find create a list of hints but this will make them more visible to you. Now click the "Select Background Hints" button. I can't get everything in one screenshot so there are two.

MyHeritage and FamilySearch hints
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FindMyPast and GenealogyBank hints
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To view the hints from MyHeritage, FindMyPast and GenealogyBank you must have subscriptions with them. Without a subscription you will be able to see the hints but you won't be able to access them. If you don't want to see these, turn off hinting for any service that you don't have a subscription for. You can leave them on if you are curious to see what sorts of resources those services have that might be of interest to you. The FamilySearch hints are free but you must have a FamilySearch login. Also, you will only see FamilySearch hints for those people in your file that have FamilySearch IDs (FSID). To learn more, consult Legacy 101 - FamilySearch. 

You notice that I have "Find matches for living people" selected. If you decide to check this box please read the following two articles:

MyHeritage Records Matches (Living People)

MyHeritage Smart Matches (Living People)

When you see a Hints icon on one of the screens, hover your mouse over it and you will get a quick synopsis of what hints are there.

Quick look popup
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If you right mouse click the icon you will get the Hints window (If you left mouse click you will be taken to the Options menu).

Hints window
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If you double mouse click the hint it will open the website in a browser window so that you can check the matches. This is only a quick overview of Hints so please check the Help file for more information. You will see a Help button on all of the Legacy screens.

The second research help is the Research Guidance module. You can access it from the main Toolbar or from the Research Guidance icon.

Accessing the Research Guidance
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When you access the Research Guidance module you will see four tabs. The first tab is Review Timeline. Legacy evaluates your person of interest's timeline and then suggests resources for you to check. You can remove things from the person's timeline if you need to. For example, if your person lived in Mississippi his entire life and you entered a week-long trip to Florida as an event you might want to take that off of the timeline.

Review Timeline tab
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 The next tab is the Preliminary Survey. This tab includes all of the things you should be checking on every person. These suggestions are more generic. You will see tabs for Lineage-Linked databases, Surname Message Boards and Mailing Lists, Locality Message Boards and Mailing Lists, Genealogies and Local Histories (Local Histories is one of my favorite things!). Notice that you can mark things as done and the date you last searched will be displayed.

Preliminary Survey tab
(click image to enlarge)

The Suggested Sources tab is the meat and potatoes of the Research Guidance module. You have six tabs based on your goal. There are icons to tell you which sources are online, which are online but are subscription based, which are online but you have to order the actual record, and those that aren't online. If the source is online there is a direct link to access it. If the source is not online you will be provided with complete contact information. You can mark sources as ignore (just this once or always), you can place the source on your To-Do List, and you can mark things as done. You will also see tips for each source over on the the right. If a source can be found at multiple repositories you will see a full list at the bottom. Sources are ranked so that you can look at the most promising sources first. In the screenshot things are a bit squished but you will have more room on your screen.

Suggestion Sources tab
(click image to enlarge)

The last tab is the To-Do List (no screenshot). If you have added things from the Research Guidance to the To-Do List you will see them here along with any other To-Do tasks you have added on this person. For more information about the To-Do List please consult the Help file and the Legacy User's Manual.

The third research help are the built in Internet Searches. On the main toolbar go to Search > Search Internet. You will find 32 of the most popular genealogy websites in a drop down list. Notice that Legacy auto populates the fields for the search. The fields that the particular website uses in its search will be editable to you, if you want to tweak the parameters. The greyed out fields are not used by that website. When you click Search a browser window will open to that website and the search will be conducted. You can also add additional websites to the drop down list. You will find the instructions in the Help file (click Customize Searches and then click the Help button on that screen).

Search the Internet dialog box
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There are special search routines for Find a Grave and for FamilySearch. You will see these on the main Search toolbar. Please see Legacy 101 - FamilySearch for more information.

FamilySearch and Find a Grave
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If you click the little down arrow thingie next to the Find a Grave icon you will see a specialized menu just for this website.

Find a Grave menu
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FamilySearch and Find a Grave have enhanced searching because there are fields just for these numbers. Bonus tip: On the Individual's Information screen you will see that the field names are underlined which means they are hot links. You can mouse click these as a short cut for a search.

FSID and FaG fields
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Legacy's goal is to not only give you research help but to also allow you to access as many of those suggested sources from within Legacy itself which will save you time.

 

View a compilation of all Legacy 101 articles

 

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.


Legacy 101 - Potential Problems

One of the most powerful tools in Legacy is the Potential Problems tool. It can be a little frustrating for new users so I am going to give you some hints to make the Potential Problems work for you instead of against you. If you have imported your data via gedcom from another program or from a "tree" website you will probably find quite a few warnings and problems because none of the other genealogy programs have the level of error checking that Legacy has. Many have no error checking at all.

The first thing you need to do it go to Tools > Potential Problems.

Potential Problems main screen
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You will see four tabs at the top. For now we are going to skip the Records tab because you need to set your preferences before you run a report. The Next tab are the Warnings. You will see the Legacy defaults but you can tweak the parameters. If there is something you don't want Legacy to check you can uncheck that box.

Warnings tab
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The Problems tab has the more serious types of errors. I suggest you keep these checked. Some of these errors could be simple typos with dates but some could signal a problem with your research.

Problems tab
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In the field of genealogy there are certain data entry standards. The Standardization tab will help you adhere to these standards. It will also help you keep your data entry consistent. If you send your research to other genealogists, or you upload your file to the internet, others will take your research more seriously if the entries are consistent, meet basic standards, and is not fraught with typos.

Standardization tab
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The last tab is Gaps. These warnings will alert to you gaps in the family that are either too long or too short. If they are too short there might be a problem with one of your dates. If they are too long it might signal that there was a child in that space that died. The Gaps will generate quite a few warnings. I suggest that you turn the Gaps off until you have addressed all of the other errors/warnings in your file so that you don't get overwhelmed. When you turn them on you might want to tweak the numbers a bit. Different areas of the world and different time periods might have different "norms."

Gaps tab
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There are a few things you can do to decrease the number of Potential Problems that you have. If you use any events that normally occur AFTER someone has died (Cemetery and Obituary are two common ones) you will want to GLOBALLY exclude these from the Potential Problems. If you have any Alt. or Conflicting vital events (for example, Alt. Birth) you will want to exclude these too. Go to View > Master Lists > Event Definition, highlight the event, and then click Edit over on the right. At the top of this box you will see some check boxes. Make sure you check "Exclude from Potential Problems Report."

Excluding an event from PP checking
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Another thing that will cut down on Potential Problems is to globally sort your children's lists and then tell Legacy to sort the children as you enter new ones or do edits (you can also do this for marriages, events, and media but those two don't flag as errors). To globally sort, go to Tools > Other Tools > Sort Children, Marriages, and Events. Check mark the ones you want to do and there you go.

Sorting Children
(click image to enlarge)

Now we need to set it in the Options menu. Go to Options > Customize > Data Entry. Look at Option 2.2 "When Adding New Spouses, Children, and Events (gbl)." Set your check marks here and now you are finished.

Option to sort children
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Now that we have all of our preferences set it is now time to actually address the problems. You will want to see the Potential Problems icons on your screens. Go to Options > Customize > View > Option 8.11 and check the box.

Turning the Potential Problems on
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You can also have them show on the Name/Search Lists. Go to View > Name List. At the bottom click Options and you will see the option to turn the Potential Problems on.

Name/Search List
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If you hover over a Potential Problem icon (it is a red circle with an exclamation point) you will get a popup that explains the error along with some instructions.

Potential Problem popup
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The instructions on the popup box gives you different options but there is a little shortcut. If you left mouse click on the icon you will not only get more information, you will also be able to tell Legacy to ignore this error for this person from now on right from this screen. Legacy is telling me that Katharina was born more than 20 years after her parents' marriage. I know that her birth date is correct. She was born 2 years after the last sibling and I have Katharina's birth certificate naming her parents. I am going to mark this as "Not a Problem."

Not a problem
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You don't want the Potential Problems to get too far ahead of you. If something is not a problem then mark it as such.

I've shown you how to address warnings and errors on the fly but you can also run a comprehensive report that will show you all of the warnings and errors at one time. We will go back to Tools > Potential Problems but this time we are going to select the Reports tab.

Reports tab
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You have several options on this page to restrict the record searches. These are pretty self-explanatory but there is one thing I need to point out. You will see Create Problems List and Preview (and Print) over on the right. These are two different functions. The Create Problems List will present you with a dialog box will all of the problems. It looks identical to the dialog box that you got when you left mouse clicked one of the Potential Problems icons. From this dialog box you can mark things as Not a Problem and you can also edit people, marriages, and children right from here which allows you to take a closer look at the problem and hopefully easily fix it.

Create Problems List
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The Preview/Print buttons are for when you want to actually print a paper report or export the report as a text or PDF file. The options for setting up this report are over on the right (Change Fonts, Page Setup, and Summary Style report).

Potential Problems Report
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The Potential Problems tool will help you find errors in your research and it will also help you to be consistent with your data entry. When I switched to Legacy in 2005 from another software program I was AMAZED with how many problems Legacy found that my previous software didn't.

 

View a compilation of all Legacy 101 articles

 

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.


Legacy 101 - Customizing Legacy

One of the fun things to do is customizing Legacy to make it look and function just like you want. If you go to Options > Customize you will see 12 tabs of customization options. 

Customize Legacy screen
(click image to enlarge)

I am going to do something a little bit backwards. I am going to show you how to save all of your settings right up front. Many users don't realize that once you have your settings just the way you want them you can save them. Why is this important? Sometimes when there is an update certain settings get put back to the defaults. This can't be helped when there are some changes in the programming code. You can get your settings back with a simple mouse click. Also, you might want to try out some new settings. If you don't like them you can click right back to your original settings. If you click the "Options for Default Settings" at the bottom of the screen you will see this.

Options for default settings
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You can see that you can save your settings, reset to your settings, and you can reset to the Legacy defaults. I need to explain one thing. Notice that you have a choice between saving ALL of your settings (my choice), GLOBAL settings, or Family File Settings. When you are looking at the individual options you will see that they will be followed by either (gbl) or by (ff). The (gbl) means it is a global setting and it will affect all of your family files, if you have more than one. The (ff) means it is family file specific and you will have to set it for each one of your family files. That is why there are three different options for saving. I personally save everything because I like to keep things simple.

I am not going to go through every tab on this screen. Most of the options are self-explanatory. If you aren't sure, you can click the Help button at the bottom and every option is fully explained. There is one thing I want to point out on the Other Settings tab that people seem to miss. Go to Other Settings and then scroll all the way down to 12.5 Message Boxes. Click the "Turn on or off Optional Reminder Messages" button. You will see 4 tabs of settings for a total of 42 options. Make sure you read through these. You can see that on the first tab I don't have many things checked because I have been using Legacy for a very long time and I need less reminders. The two things that you do see checked I highly recommend that you also check. If you are new I would check backup option when doing certain tasks in Legacy.

Optional Reminder Messages
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I am going to show you all of the other places that also have options that you can set. On the main toolbar go to Options. Some of these are shortcuts to things that are found in the main Customize menu but a couple are only found on this toolbar, Set Alarm, Edit Compiler (though you can access this one via the Report Options menu), QuickDup Options and Select Language. Each of these has instructions and a Help button.

Options toolbar
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On the Legacy Home tab, over on the right you will see an Options button. Click that and then click Options again. There are two tabs of options and you will want to look at both.

Internet options
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Reminder options
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Here are the options for the Family View. If you mouse click the labels, you can change what is displayed. You will click Customize (the other entries you see are my saved options. We will get to that in a sec).

Family View labels menu
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You can have up to five labels. You can always go back to the defaults by clicking the Defaults button over on the right. You can save up to 10 different configurations by clicking the Save button and then you can change to one of your other configurations by clicking the Load button.

Labels customize screen
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When you click the above button you will see that you have 98 different things you can choose from!

List of options
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If you right mouse click in the white space next to the word Children, or if you right click on any child in the Children's List and then select View , you will see another customization menu (depending on where you right click you will get a slightly different menu). You can see I have my Children's List set to three columns. I am not using the other options. Try them all out!

Children's List options
(click image to enlarge)

I will tell you that if you choose the Scrolling Grid you will be able to customize it further. If you mouse click in the header area you will get a menu where you can customize which columns will appear in your grid. You can have up to 15 columns.  This dialog box works exactly like the dialog box you got when you clicked on the Family View labels. As with the Family View Labels, you can Save and then Load different configurations.

Scrolling Grid options
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The Pedigree View can also be customized. Right click in the blank space in the upper left and that will bring up the menu. I have mine set for 4 generations and no child/spouse and Siblings Lists visible. In the second screenshot I have changed it to 5 generations and I have all lists showing. I have my screen at half size for the screenshots. Your screens will have more room.

Pedigree View options
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Togged to show 5 generations and lists
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To customize the Descendant View click the Options button over on the right. There are two screens of options, Customize Display and Customize Columns (the Zoom will change the Font size, I normally leave the Zoom on automatic so that Legacy will redraw the font size when I resize the screen).

Descendant tab options
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Customize Display is pretty self-explanatory but there is a Help button on this screen if you need it.

Customize Display options
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The Customize Columns works just like two of the screens you have already seen. You have 14 columns to work with. You can also save sets of custom columns that you can switch between by using the Save and Load buttons.

Descendant View customize columns
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The Chronology View has a lot of options. The first is whether you want to see it in Report Style or List Style. In the screenshot you will see Report Style. List Style is in a grid which looks similar to a spreadsheet.

Report Style
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To get to the remainder of the options, click the Options button in the bottom right and then click Display Options. You have six tabs of options. If you are not sure what something will do, click the Help button on these screens.

Display options
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Ah but we aren't done yet. You can customize the My Toolbar tab on the main toolbar. Click the little down arrow thingie (technical term). This is where you can add, subtract and rearrange the icons that you want to see. You drag the ones you want from the bottom and then drop them on the toolbar. You drag the ones you don't want from the toolbar to the background white space to remove them. You can rearrange the icons on the toolbar by dragging and dropping.

Customizing the My Toolbar
(click image to enlarge)

You do the exact same thing with the Husband and Wife toolbar. This time look for the word Design in the upper right corner. To the right of that is another down arrow thingie. Click that and then select Toolbars > Husb/Wife Toolbars.

Customize Husb/Wife Toolbars
(click image to enlarge)

When you click the down arrow thingie next to the word Design, you will also see more options that govern the overall look of the Main Toolbar. You will see Styles, Fonts and Animation. Also, if you click the Toolbars entry again, besides the Husb/Wife Toolbar you will see the My Toolbar (which you already know how to customize) and the Quick Access Toolbar. The Quick Access Toolbar are the little shortcut icons above (or below) the main toolbar. Customizing the Quick Access Toolbar works identical to the My Toolbar and the Husb/Wife Toolbar (drag and drop). 

Quick Access Toolbar
(click image to enlarge)

Reports and Charts have their own options and you will find that information in separate Legacy 101 articles. There are some advanced options that we won't be discussing in this series but you now know how to coustomize plenty of options to get Legacy looking just like you want.

 

View a compilation of all Legacy 101 articles

 

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.


Legacy 101 - Source Citations

We probably get more emails about source citations than any other topic. At first it might seem daunting to record your sources but Legacy makes it easy to craft good citations that adhere to the accepted genealogy standards. The standard we use is Elizabeth Shown Mill's book, Evidence Explained. Legacy has built in, fill-in-the-blank templates based on this book. 

You should be documenting a source for every piece of information you enter into Legacy. If you do this, other genealogists will take your research more seriously. If you spend any time on Facebook you will see posts from genealogists all the time lamenting about online trees that have no source citations. Recording your sources will also help YOU. You will learn how to evaluate/analyze your sources and then weigh them against each other. Legacy has some built in tools to help you do that. 

I highly recommend the book Evidence Explained. You will find thousands of examples of citations but more importantly the first two chapters guide you through the HOW and WHY of citing your sources as well as evidence analysis. If you read those two chapters everything will make much more sense to you. If you visit the Evidence Explained website you also will find a wealth of free resources.

Geoff Rasmussen did an excellent webinar that will walk you through the citation process in Legacy. "Sources and Citations Made Simple, Standard, and Powerful" is one of our most popular webinars and it is free for everyone. I recommend you watch this video before you get started.

There is one thing that I do want to mention. Legacy actually has two styles of source citations. The SourceWriter System (the templates based on Evidence Explained) and the Basic Source System. You can think of the Basic Source System as free form. Some people prefer to craft their citations from scratch. There are  also other countries that use different standards than what is used in the United States. The Basic Source System allows you complete flexibility.  If you go to Options > Customize > Sources > Option 7.1 Source Entry System, you can tell Legacy which style you like. You can also tell Legacy to let you chose each time you enter a source (to make that choice active, select Basic Source System). You will also see other options pertaining to sources here.

Option screen for sources
(click image to enlarge)

There is also something that you need to be aware of. If you export your file as a gedcom, your SourceWriter sources will be converted to the Basic Style. Why? The gedcom protocol is very old. It has not been updated since 1996. The gedcom protocol can't "see" template driven sources. This isn't specific to Legacy. This affects any program that uses source templates. This isn't normally a problem. Just remember that if you are sending your file to another Legacy user, send him a backup of your file and not a gedcom so that he will be able to see the SourceWriter sources as you entered them.

 

View a Compilation of all Legacy 101 articles

 

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.


Tuesday's Tip - Color Coding Gender (Beginner)

Color Coding Gender

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

Color Coding Gender (Beginner)

I love color and I try to use it to my advantage whenever I can. One of the things I have done in my Legacy file is I have added colors to the three genders. Males are blue, females are pink, and those persons with an unknown gender are green. You can change these to whatever colors you like and here's how.

Select the Options tab on the main ribbon/toolbar and then select Change Colors.

Options > Change Colors
(click image to enlarge)

 

Set Color Scheme box will pop up but for this task you don’t need it. All you need to do is mouse click anywhere in the children’s list and the Set Child Colors box will appear.  This is the box where you can change the gender colors and you can see how I have mine set in the screenshot. Just click the Set Text Color for each gender. If you want to get fancy, you can also change the background colors and make them gradient. When you are done click Save and then Close.

Set Child Colors
(click image to enlarge)

 

You will be able to see these colors in the Children's List

Children's List
(click image to enlarge)

 

On the Pedigree View

Pedigree View
(click image to enlarge)

 

On the Descendant View

Descendant View
(click image to enlarge)

 

On the Name List

Name List
(click image to enlarge)

 

And on Search Lists.

Search List
(click image to enlarge)

 

Every so often I will change up my entire Legacy color scheme just for fun. I change my gender colors to better match the overall theme so you might see something completely different the next time I do screenshots.

 

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.

 


Legacy 101 - Master Lists

Legacy has "Master Lists" where you can make global changes to your file which will save you a lot of time. WARNING! WARNING! WARNING! Before you start working with a Master List please BACK UP YOUR FILE. When you make a change here there is no going back. If you make a mistake you will need to restore your most recent backup file to undo it. Now that we have that out of the way...

You can see the various Master Lists by going to View > Master Lists. Almost all of them work in the very same way so we will just use the Master Event Definition List as an example. 

Master Event Definition List
(click image to enlarge)

I imported a small file into my main file and it has cause some duplicates in my Master Event Definition List that I need to clean up. Near the top you will see two similar entries:

1870 United States Federal Census
1870 US Federal Census

The second entry is how I used to enter census events. The top entry is how I do it now so I need to combine these two events.

Step 1 - Highlight the wrong event and then click the button at the bottom that says, "Combine the highlighted event definition with another one in the list..."

Highlight the first event
(click image to enlarge)

Step 2 - Highlight the Event that you want to keep and then click the button at the bottom which now says, "Highlight the Destination, then Click this Button"

Choose the destination event
(click image to enlarge)

Now you will only see one entry.

The two have been combined
(click image to enlarge)

I want to show you one more thing that you can do here. I have highlighted my "Obituary" event and then I clicked Edit over on the right. I only want you to look at the options at the top. The Event Sentences themselves (at the bottom) are an advanced skill. I will tell you that you can customize your sentences so that they will read out exactly like you want them to in reports. These sentences can get very complex to include conditional sentences (if > then). I wouldn't tackle this until you are very comfortable with Legacy and then you can read all about it in the Help File.

Editing an Obituary event
(click image to enlarge)

An obituary is published after a person dies. Since I will be entering an event that is after death Legacy is going to flag it as a Potential Problem. I can tell Legacy to ignore this specific event when it is checking my file for problems. 

Excluding from the Potential Problems Report
(click image to enlarge)

Can you imagine if you had 600 obituary events and had to go through one at a time to make them exempt from Potential Problems checking? Ouch! You can make all them exempt with a single mouse click. You can see that you have other options such as removing unneeded fields and marking an event as Private globally.

Again, please remember to BACK UP YOUR FILE before you work with these lists.

 

View a compilation of all Legacy 101 articles.  

 

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.


Legacy 101 - FamilySearch

You can directly interface and sync to FamilySearch's Family Tree from within Legacy by going to Search > FamilySearch or My Toolbar > FamilySearch.

FamilySearch interface
(click image to enlarge)

This is actually a more advanced topic but I am mentioning it now because this interface is a high priority for members of The Church of Jesus Christ of Latter-day Saints and they want to know how to use this feature rather quickly. Before you can use the interface there are some very important things you need to know and I have put together some step by step training materials.

FamilySearch Training

This is a wonderful feature but make sure you take the time to learn what you need to know first before using it. If you go in willy nilly you can end up making changes that can be devastating to other researchers.

 

View a Compilation of all Legacy 101 articles

 

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.


Legacy 101 - Data Entry Using the Name/Search List

Most of the time you will probably be editing people using the Individual's Information screen.

Individual's Information screen
(click image to enlarge)

However, there is another way you can edit people that is especially helpful in certain situations and that is by using the Name List (View > Name List).

Name List
(click image to enlarge)

There are a couple of things I want to say about the Name List in general. A Search List works in the exact same way as the Name List does. Think of a Search List simply as a filtered Name List. There are three buttons and three fields at the top. The first button allows you to sort the list by RIN (Record Identification Number) and the field next to that button allows you to type in a RIN number and you will be taken right to that person. You can change this button/field to the User ID by going to Options > Show User ID# in the list. The Given button allows you to sort the list by given names and you can type a given name in the field to the right to navigate to a certain given name. The Surname button allows you to sort the list by surname and you can search by surname using the field to the right. You can search by full names in either field. In the Given name field you would type John Doe but in the surname field you would type Doe, John. In the given name field, if the person has a middle name you will have to type that too.

I want to talk about a couple of important options before we go over editing. If you look to the left of the # button at the top you will see a blue triangle icon. This will open the Source Clipboard. At the bottom left you will see five icons, AKAs, Media Gallery, To-Do List, Hashtags and Stories which you can use as quick shortcuts. If you click the Options button at the bottom you will see an option to add Married Names to the Name List. Married names will have a § symbol in front of the name. You can also add Alternate Names to the Name List. Alternate names will have a ~ symbol in front of the name.  You can see these symbols in this screenshot.

Married and alternate names
(click image to enlarge)

There are three other things you can add to the left panel of the Name List, Tags (all 9 or your choice of 3), Hint results, and Potential Problems. Also notice that if you have set your direct line those people will be in bold (Tools > Set Direct Line), and if you have set males, females, and unknowns to be different colors you will see that too.

Options on the Name List
(click image to enlarge)

You will see many more options on the Options menu that you can explore on your own but I do want to point out that this is where you will find the Print option. The Print option is very important because you can tell Legacy exactly which fields you want to print making for a very customized report. You can also export the report to a CSV file (generic spreadsheet file format) which is very handy. We won't be going any further than that in this article.

Now to editing. Over on the right side you will see six tabs. The first tab is the Detail tab and this gives you a quick overview of the person. You can't do any editing on this tab. If you look at the top you can see in the Surname box that I typed in a partial name to get to my grandmother.

Detail tab
(click image to enlarge)

The second tab, Edit, is where you can edit vital events, AKAs, all of the different ID numbers, privacy settings, and several more things. If you have set Legacy up so that fields that have sources have a different color you will see the colored labels on this screen exactly like you would if you were looking at the Individual's Information screen. I have my screen shrunk down so that I can do the screenshots. You will have more room than what you see here.

Edit tab
(click image to enlarge)

The third tab, Events, is where you will enter and edit the person's events. You will be using the buttons at the bottom. You can see on the right of the events three columns of icons. If you have a shared event you will have an icon in the first column. If you have a source for that event you will have an icon in the second column. If you have media attached to an event you will see an icon in the third column.

Events tab
(click image to enlarge)

On the fourth tab, Notes, you will find the General Notes, Research Notes and Medical Notes. I have highlighted the Medical Notes because that is where you will find the cause of death field and some users overlook this.

Notes tab
(click image to enlarge)

The fifth tab, Family, is where you will see the person's immediate family. You will see parents, siblings, spouse(s), and children. You can edit any of these people. Click the person you want to edit and you will see the buttons below change as well as the details of that person. You can't delete, link, or unlink from here. You will have to go back to the main menus to do that.

Family tab
(click image to enlarge)

The last tab is the Sources tab. It works just like the Assigned Sources screen that you are used to. You will be using the buttons at the bottom to add or edit. I want to point out two icons that have just now appeared on your screen that you might have missed. Remember where the Source Clipboard is? (to the left of the # button at the top left). Now you will see a new icon there just below it. This is the Paste button.  If you have something loaded on the clipboard you can use this to paste it into into any of the fields on the right. Also, there is a Copy icon at the bottom right. If you highlight a source in the list you can copy it to the clipboard. We will be talking more about sources and the Source Clipboard in another article. For now just be aware of where these icons are.

Sources tab
(click image to enlarge)

I told you that there would be times where editing from the Name/Search List would be the way to go. Let's say you need to do the same sort of edit to a group of people that you have put on a Search List. You can click the appropriate tab on the right and then quickly go down your search list making the edits. This will save you a lot of time and you can be assured your edits are uniform.

Legacy usually has more than one way to do something so that our users will find a routine that makes sense to them. Being able to edit an individual via the Individual's Information screen vs. the Name/Search List is one of these types of options.

 

View a Compilation of all Legacy 101 articles

 

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.