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

Children's List
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On the Pedigree View

Pedigree View
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On the Descendant View

Descendant View
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On the Name List

Name List
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And on Search Lists.

Search List
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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
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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
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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
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Now you will only see one entry.

The two have been combined
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.


Tuesday's Tip - Set Direct Line (Beginner)

Set Direct Line

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

Set Direct Line (Beginner)

Setting your Direct Line is a navigational tool which will help you click through your file at lightening speed. Before you get started, go to Options > Customize > Data Format > Option 3.8. Here is how I have mine set up. You might have chosen different options but make sure that the box to Indicate direct-line children in lists (bold) is checked. Notice that this is a (gbl) option. This means it is global and if you have more than one file you only have to set this option once and it will affect all of your files.

Child List Indicators
(click image to enlarge)

 

Step 2 is to actually set the direct lines. Go to Tools > Set Direct Line.  Put yourself in the box using the Change button and then Set Preferred Line.

Set Direct Line as Preferred
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Now when you navigate your direct line ancestor will be in bold in all list style dialog boxes.

Children's List
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In the Name List you can see three of my direct line ancestors in bold, my great-grandfather, my 2nd great-grandfather and my 3rd great-grandfather. They are also colored blue because I have the Ancestor colors turned on and they are in my paternal grandfather's line.

Name List
(click image to enlarge)

 

So how does this save you time? It is easy to see the bold names in the Family View and you can go click, click, click click to go up or down the direct line chain. You can also easily retrace your steps when working with your direct line. This is something I use all the time. If you want to capture both your direct line and your spouse's, simply set the direct line to one of your children.

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 - Charts

The Legacy Charting program is included when you purchase Legacy. A limited version is also included with the free Standard Version of Legacy. It is both a standalone program and one that you can access from within Legacy itself. I mention this because if you open Legacy Charting from outside of Legacy the initial screens will look different than when you open it from within Legacy. Why? Because if you open it as a standalone program you will be asked which file you want to use for your chart. If you open it from within Legacy it will assume you want to use the file you have open.

Let's start with what you will see when you open Legacy Charting as a standalone program. 

Charting as a standalone program
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After you click Create a New Chart you will see this.

List of usable files
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I doubt you will have as many usable files as I do but you can see that there are several different file formats that Legacy Charting can use, not just Legacy files. Once you select the file you want to use you will see this.

Select a chart type
(click image to enlarge)

We will stop there and go on to what you will see if you open Legacy Charting from within Legacy itself. You can get to Legacy Charting from either the Reports Toolbar or the MyToolbar. Your MyToolbar will look a little different than mine because mine has been customized.

Charting on Reports Toolbar
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Charting on the MyToolbar
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When you open the program you will see the same screen as where we left off when using Legacy Charting as a standalone program so we will continue on from here.

Select a chart screen
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You will create your chart first and then change the options. Select one of the charts and Legacy will create it using whatever settings you last used. If this is the first time you have created that particular chart it will create it with the defaults. We will use the Standard Ancestor Chart as an example (the very first chart).

Standard Ancestor Chart
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The chart pops up using the last options that selected. We won't be able to go over every possible option but we will hit the highlights. Over on the left you will see a vertical stack of icons. You will also see a horizontal line of icons at the very top. If you hover your mouse over each icon you will get a popup telling you what that icon does. You can also click the Legacy Charting icon in the extreme upper left corner to bring up another menu.

Icon tooltips
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On the Home tab you can start a new chart, change the anchor person for the chart, change the number of generations, show or not show duplicate lines, and you can set your privacy options.

Home tab
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The Appearance tab is where you will find most of your options for jazzing up your chart. Legacy Charting has some built in themes that will give you a head start.  You can also change your colors. The Box Items is where you will tell Legacy what exactly you want to be displayed in your boxes. I will expand on that a little further down because there is something I don't want you to miss there. You can change your page, box and line border styles and thicknesses, you can change your box sizes and the distances between boxes and generations. You can add a background. There are some default backgrounds that you can choose from but you can also add your own. You can customize the title of your chart.

Appearance tab
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The Insert tab lets you add text boxes and images to the white space in your chart to add extra information and interest.

Insert tab
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The Export tab is where you can print your chart, export it to several different file formats, email your chart to someone, or you can order a chart to be professionally printed.

Publish tab
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The Help & Options tab is where you will set your general options, access the help file, see the version of Legacy Charting you are using, technical support links, and you can change your chart to several different supported languages.

Help & Options
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The Tips & Updates tab shows your installed version (the program will automatically be updated when you update Legacy), a link to our main website, and a list of helpful articles. You will see a summary of the article at the bottom of the screen but if you double click the article itself you will be taken to the full article.

Tips and Updates
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I want to go back to the Box Items option on the Appearances tab because some users have trouble with this. Here is what you will see.

Box Items options
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You can move the available items from the left box to the middle. Even if they are in the middle they won't be included in your chart unless they are checked. Also, you need to highlight each item in the middle box and you will see options pop up over on the right for you to consider. You can change the font at the bottom for each item as well.

There are two more hints I want to give you. There is a xDNA chart but it isn't a chart per se. It is a color scheme and some users don't find this right away. Select a Half Fan Chart and then go to Appearance > Color. Select DNA X Chromosome from the drop down list. You can change the colors for the xDNA inherited from males vs. females.

xDNA Chart
(click image to enlarge)

The last thing I want to talk about is the difference between SAVING a chart and EXPORTING a chart. When you save a chart it is saved in a .lwcx format. You will be asked if you want to save the chart when you exit. You can also save a chart by using the Save icon in the top row of icons on the screen or you can click the blue Legacy Charting icon in the extreme upper left corner which brings up a menu that includes saving. If you save your chart in the .lwcx format, you can open that chart again and edit it. If you have made changes in the main Legacy file you can click the Refresh icon (bottom icon in the vertical stack of icons on the left) and it will automatically update your chart. If you have exported your chart as a PDF, BMP, JPEG, PNG or TIFF file you will not be able to edit these. This is what you do when you are ready to send a file to someone.

Legacy Charting has many different charts to choose from and many options within each chart so that you can design something that you will be proud to display on your wall or send to your family members.

 

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 - Ancestor Colors? (Beginner)

Ancestor Colors?

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

Ancestor Colors? (Beginner)

One thing that y'all* should know by now is that I love color and I use all of the different color options that Legacy offers. I will also tell you that I am a bit of a dinosaur because when I started researching my family I didn't own a computer. Everything I did was on paper and I had my file folders color coded to match what the Family History Library recommended. This color coding system is still a great organizational tool and you can now tie your Legacy family file to your paper filing system using these colors. One of our webinar speakers, Mary Hill, AG, was the person who designed this color system which the Family History Library adopted and published in one of the Research Guides back in the mid 1990's. You can learn more about this filing system by watching Mary's webinar, Get Organized Using the FamilyRoots Organizer Color-Coding System and by visiting her FamilyRoots Organizer Color-Coding System website. 

*y'all - the correct way to say "you all"

Nutshell version: Your paternal grandfather's line is blue, your paternal grandmother's line is green, your maternal grandfather's line is red, and your maternal grandmother's line is yellow. You can see at a glance which line a person belongs to based on their color. Legacy allows you to color code your ancestors in this very same way. 

The first thing you need to do is go to Options > Customize > View > Option 8.3. I want to see these colors on every view so I have all of the boxes check marked. Notice that this option has an (ff) behind it which means it is Family File specific. If you have more than one family file you will need to set this option on each one.

Ancestor Color Coding
(click image to enlarge)

 

Also notice in the above screenshot that you can Apply the Ancestor Colors and you can Change Colors right from this screen but I am going to show you another way. You can also go to Tools > Set Ancestor Colors

Tools > Set Ancestor Colors
(click image to enlarge)

 

And here is what you will see: 

Set Ancestor Colors dialog box
(click image to enlarge)

 

The default is to set the standard 4 color Ancestor Colors to yourself (you will need to put yourself in the box) but Legacy has added some nifty enhancements to this. You can track your 4 grandparent lines OR you can track your 8 great-grandparents lines AND you can apply colors to TWO different anchor people (usually yourself and your spouse) AND you can also change the colors if you would prefer colors other than the standards (Edit Colors button). I love it! If you chose to go with the default colors, the Group 1 colors will be pastel and the Group 2 colors (for your second anchor person) will be bold so that you can tell them apart. 

Here is the Edit Colors dialog box and what you are seeing are the default colors for both Group 1 and Group 2 as well as for 4 colors vs. 8 colors. If you want to go wild and change the colors all you have to do is click on each color box to make the change. 

Change Ancestor Colors
(click image to enlarge)

 

I have mine set using the standard colors for 4 lines. The Group 1 colors are mine and the Group 2 colors are for my husband.  Make sure that when you switch over from Group 1 to Group 2 that you change the name of the anchor person in the box. Here is what it looks like in the Pedigree View. I used my husband because the bold colors look better on a screenshot. 

Pedigree View
(click image to enlarge)

 

If I navigate to a different person in his line you will see that the colors reflect where I am. Everyone is yellow so these people belong to his maternal grandmother's line.

Maternal Grandmother's Line
(click image to enlarge)

 

I have saved the best for last. I have set the Ancestor Colors to my dad (Group 1) and to my stepmother (Group 2) because they happen to share a common ancestor. That common ancestor gets TWO colors! Blue to show this is my dad's paternal grandfather's line and yellow to show it is my stepmother's maternal grandmother's line. How cool is that!

Common Ancestor
(click image to enlarge)


 You can also color code in Legacy Charting but it is limited to one anchor person since there is only one anchor on a chart. It is also is limited to the 4 colors for the 4 grandparent lines. In Charting, open any Ancestor type chart. Go to Appearance > Color, In the Drop down box select 4 Color.  You will see Mary Hill System - Light and Mary Hill System (original bold colors) and then click Apply Color Theme to Chart. You can also change the colors at the bottom of this dialog box.

Mary Hill Light Colors
(click image to enlarge)
Mary Hill Dark Colors
(click image to enlarge)


Even if you don't use the color-coded, paper filing system this is still a great way to see where someone fits in at a glance. I hope you enjoy working with color as much as I do. 

 

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 - Reports

Legacy has many reports to chose from and they are very customizable so that you can create exactly what you need. On the main Reports toolbar you will see the most common reports.

Reports Toolbar
(click image to enlarge)

 If you click the little down arrow next to Chart Reports you will see this.

Chart Reports
(click image to enlarge)

And here are the "Other" reports.

Other Reports
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We can't go over all of the different types of reports so you will need to do some sleuthing on your own. What I want to do is show you one of the common reports and some things you need to know that will carry over to all of the different reports. We are going to look at the Descendant Narrative Book Report.

Descendant Narrative Book Report
(click image to enlarge)

When you first open this report you will see this.

Opening the report
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The biggest mistake users make with reports is not realizing just how many options there are. When you first open the report you will see that there are five tabs of options at the top, options in the middle part of the screen, printer options over on the the right, Index Options, Report Options, and Title Page options buttons at the bottom.  Also, users over look the CHANGE button at the bottom where you can change your anchor person.  Over on the right is where you will select your type of output and at the bottom right you can save all of your settings so that you can use them again without having to select them (you can save multiple sets of settings). You can then Load the settings you have saved. You can Reset the report to your user defaults or the Legacy defaults. Make sure that you click every one of the tabs and buttons. But we are nowhere near done with the options!  If you click the Report Options button at the bottom you will see this.

Report Options
(click image to enlarge)

Notice that there are five more tabs of options here AND the tabs have additional buttons for more options (like the Event Options button that you see in the screenshot). Over on the right you see Privacy Options, Page Setup and Report Fonts.

Once you have all of your options set like you want, over on the main report screen you will will see a very important button, the Preview. You can preview your report as you change the options until you get it just like you want before printing or sending it to a file.

Preview button
(click image to enlarge)

When you look at the report options, you will see that some items are greyed out. That means that that option isn't available for that specific report. All of the book style reports have the same screens as the Descendant Narrative Book Report and all of the Chart style reports have the same screens. The other reports are for totally different things so their report options screens are specific to each report.

You will also see the Publishing Center on the main Reports toolbar. I am only going to mention this briefly. 

Publishing Center
(click image to enlarge)

If you open the Publishing Center you will see that it is set up similarly to a report with a lot of tabs and buttons full of options. I want to point out the options that users seem to overlook. You can change your focus person for a particular chapter, you can edit the report options for a specific chapter, and you can reorder the chapters by using the arrow buttons.

Publishing Center options
(click image to enlarge)

A lot of users think that the Publishing Center is only for full length books and that is not the case at all. You can use the Publishing Center to combine one or more reports into a single cohesive report. For example, you could create a Pedigree Chart and then add Family Group Sheets for each couple on the chart or you could create a Descendant Book Report and add a Picture Scrapbook so that all of your photos are included.

There are actually some additional reports that aren't on the main report menu because they are tied to other features. For example, if you go to Tools > Relationship you will find the Relationship Chart Report there. You can't run this report until you calculate the relationship between two people.

Relationship Chart Report
(click image to enlarge)

 Another report that you need to watch out for is the Relationship Report.

Relationship Report
(click image to enlarge)

You will not be able to run this report until you have actually set the relationships at Tools > Set Relationships.

Set Relationships
(click image to enlarge)

 I don't think you will find any other program that has this many reports and customizations.

 

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 - Keyboard Shortcuts (Beginner)

Keyboard Shortcuts

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

Keyboard Shortcuts (Beginner)

Keyboard shortcuts can save you time when executing the most common tasks in Legacy. There are a lot of keyboard shortcuts but some only work on certain screens. Here is a complete list. These are also in the Help File under Keyboard Shortcuts.

All tab names on the Ribbon bar have an underlined letter.  You can select a tab by holding down the ALT key and pressing the underlined letter.  Once a tab is displayed, you can select a menu option by pressing the underlined letter in the option name.

  • ALT + F File Tab  
  • ALT + E Edit Tab  
  • ALT + A Add Tab  
  • ALT + V View Tab  
  • ALT + R Report Tab  
  • ALT + L Tools Tab  
  • ALT + C Search Tab  
  • ALT + I Internet Tab  
  • ALT + O Options Tab  
  • ALT + P Help Tab  


Shortcut Keys for Main Views

  • ALT + F1 Legacy Home Tab  
  • ALT + F2 Family Tab  
  • ALT + F3 Pedigree Tab  
  • ALT + F4 Descendant Tab  
  • ALT + F5 Chronology Tab  
  • ALT + F6 Index Tab  


Shortcut Keys to Bypass Menus on the Main Views

Many menu options have shortcut keys listed next to them.  You can choose a menu command by holding down the CTRL key and pressing the other key.  The shortcut keys listed below are meant to be used only from the main views in Legacy (Legacy Home, Family, Pedigree, Descendant, Chronology, and Index).  On other forms, some of these shortcut keys have other functions.  

  • CTRL + A Displays the Ages dialog box.  (On the Legacy Home tab, this shortcut key highlights the entire page contents.)
  • CTRL + B Backup a Family File
  • CTRL + E Export a GEDCOM File
  • CTRL + N Add a New, Unlinked Person.  (On the Legacy Home tab, this shortcut key opens the Home contents in a separate browser window.)
  • CTRL + O Open a Family File.  (Not available while on the Legacy Home tab.)
  • CTRL + P Opens the Picture Center.  (On the Legacy Home tab, this shortcut key opens the Print window for printing the Legacy Home page contents.)
  • CTRL + Q GEDCOM Import
  • CTRL + S Display Preferred Startup Family.  (Not available while on the Legacy Home tab.)
  • CTRL + T Advanced Tagging
  • CTRL + W Web Page Creation
  • CTRL + Z Opens the Customize window (ALT + Z also opens the window)


Shortcut Keys in Dialog Boxes

Most command buttons shown in dialog boxes have an underlined letter in their description.  You can click a button by holding down the ALT key and pressing the underlined letter.  This is equivalent to clicking on the button with the mouse cursor.


Other Shortcut Keys

From the Information, Marriage, and Notes windows, you can press F4 to display the Sources window.  From the Information and Marriage windows, you can press F5 to display the Notes window.  From any Note field, you can press F7 to start the spell checker.  From the Information, Marriage and LDS windows, F8 can be used to duplicate field contents from the previously saved record.  You can also press Ctrl-F9 to memorize any location field and F9 to play the memorized field back to any other location field.  (Shift-F10 / F10, Shift-F11 / F11 and Shift F12 / F12 also work the same way to memorize and play back field entries.)


Shortcut Keys for the Source Clipboard

  • Alt-1  Opens the source clipboard. 
  • Alt-2  Assigns to the current field.  
  • Alt-3  Assigns to all non-blank fields.  
  • Alt-4  Assigns to the Unspecified area.  


Family and Pedigree View

The following single shortcut keys are available while working in the Family or Pedigree View.  To use the shortcuts, simple type the one-character command.  The commands are executed immediately when you press the letter. 


Single key commands:

  • ? Help (help on shortcut keys)  
  • F Find (displays Search window)  
  • G Go (to RIN #)  
  • I Index (displays Name List)  
  • M Marriage (displays Marriage List)  
  • X Exit (prompts for confirmation to exit Legacy)  


Shortcut Keys on Family View

The following shortcut key combinations are available while working in the Family View.  To use the shortcuts, simple type the two-character command.  The commands are executed immediately after you press the second letter.


Two-Key Commands

  • AD Add Daughter  
  • AH Add Husband  
  • AS Add Son  
  • AW Add Wife  
  • C1-C9 and CA-CF   Child 1 - Child 9 and Child 10 - Child 15  
  • (moves the child to the Husb-Wife level)  
  • E1-E9 and EA-EF    Edit Child 1 - Child 9 and Child 10 - Child 15  
  • EH Edit Husband  
  • EM Edit Marriage  
  • EW Edit Wife  
  • HP Husband's Parents  
  • LD Link Daughter  
  • LH Link Husband  
  • LS Link Son  
  • LW Link Wife  
  • ND New Daughter  
  • NH New Husband  
  • NS New Son  
  • NW New Wife  
  • WP Wife's Parents  


Shortcut Keys on Other Forms

The following shortcut keys are available while working in various forms in Legacy.  Not all of these are available on all forms.


While in a Note-type field:

  • Ctrl-B  Bolds the selected characters or words if some have been highlighted by dragging the mouse over them.  If nothing is currently selected, pressing Alt-B turns on bold mode so that successive text is bolded as you type it.
  • Ctrl-I  Italicizes the selected characters or words if some have been highlighted by dragging the mouse over them.  If nothing is currently selected, pressing Alt-I turns on italicize mode so that successive text is italicized as you type it.
  • Ctrl-U  Underlines the selected characters or words if some have been highlighted by dragging the mouse over them.  If nothing is currently selected, pressing Alt-U turns on underline mode so that successive text is underlined as you type it.
  • Ctrl-S  Superscripts the selected characters or words if some have been highlighted by dragging the mouse over them.  If nothing is currently selected, pressing Alt-S turns on superscript mode so that successive text is superscripted as you type it.
  • Ctrl-F  Opens the Find dialog box where you can search for text within the note.
  • Ctrl-C  Copies highlighted text to the Windows clipboard.
  • Ctrl-X  Cuts highlighted text from the notes field and places it on the Windows clipboard.
  • Ctrl-V  Pastes any text currently on the Windows clipboard to the current position in the note field.
  • Ctrl-Tab  Inserts a tab character into the note.  (Using tab characters to try to line up columns of information may not result in the desired format when printed on reports.)
  • F3   Continues the search to find the next match after starting a search with Ctrl-F.
  • Ctrl-Z  Removes any text entered since the last time the note was changed.  (This is a Windows function.  If you are entering text, anytime you exit a field, or do some other function, like spell checking or searching, the undo feature is reset.)
  • F6   Pops up the Character Map where you can select one or more special character to insert into the note.  This can be used to select copywrite symbols or other characters not shown on your keyboard.
  • F7   Starts spell checking.
  • Ctrl-P  Privatizes highlighted text by enclosing it in [[ and ]]
  • Ctrl-Space  Removes all formatting from the note including bolding, italicizing, underlining, and superscripting.
  • Ctrl-R, Alt-R, F8 Pressing any of these keys works the same as clicking the Repeat button which repeats the field contents previously saved on the same type of form.

 
Isn't this fun! I don't use all of the shortcuts but I do have quite a few that I use all of the time. I like anything that will save me time.

 

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 - Backing up Your File

Backing up your file is a must. You should be doing this routinely. Legacy will remind you to backup your file on exit if you have selected this in the Options menu. Options > Customize > Other Settings > Option 12.5 Message Boxes. Click the button that says "Turn on or off Optional Reminder Messages"

Backup reminder message
(click image to enlarge)

To get to the Backup screen go to File > Backup File

Backup screen
(click image to enlarge)

There are several things that we need to talk about here. When you open the backup screen for the first time you will notice that the default is set to the \Legacy Family Tree\Data folder. That's because Legacy doesn't know where you want your backups to go yet. Many people leave the file path as is. It is okay to backup to this folder but you don't want this to be the only place to you backup to. You want backups somewhere other than your hard drive. Why? If you ever have a hard drive failure you will lose everything, your working data file and all of your backups. To change the file path, click the Change link over on the right. If you change the data location Legacy will ask you if you want the Media backup location to be the same. Normally you will say yes to this. If you notice, in the above screenshot my file path is to my local One Drive folder which automatically syncs to the One Drive cloud. Other popular cloud options are Dropbox and Google Drive. My personal preference is cloud storage but you can always backup to an external hard drive, a flash drive, or a CD. It is probably a good idea to back up to two places. I have been using Legacy since 2005 and I have only had to use a backup twice. The first time I had a hard drive failure. I had my file backed up to two 3 1/2 inch floppies so I breathed a sigh of relief. The second time I had made a global change to my file that I instantly regretted so I restored my most recent backup.

Legacy now has a cloud backup of it's own which is the second option on the screen. This backup is in addition to and not instead of your normal backup routine. There are two things you need to know. This is a data backup only. Your media will not be backed up.  Also, when you backup the previous backup will be overwritten. You will only have your most recent backup available. The regular backup routine (the first option on the screen) does not overwrite your previous backups. They are appended with the date and time. Your data and your media will be two separate zip files that will have the same date and time stamp.

I have already told you that you should do routine backups but there are other times when you should also backup. I mentioned that I made a global change to my file that I instantly regretted. You should always backup your file before you make any global changes. For example, when you are working with any of the Master Lists, Search and Replace or Merging. You can see on the options screen that Legacy has backup reminders for some of these things to help you remember.

 Tech support gets really sad when someone emails that they have had a hard drive failure and they don't have a backup to fall back on. Please don't be that user.

 

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.