Tuesday's Tip - The Relationship Calculator (Beginner)

 TT - The Relationship Calculator

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

The Relationship Calculator (Beginner) 

In the previous Ahnentafel Numbers article I mentioned the Relationship Calculator and how it can give you the exact relationship path between two people. This is one of my favorite tools in Legacy because it is not only useful, it is fun.

Before you get started, make sure you go to Tools > Set Relationships and set the relationship to yourself.  This will give you a bit of an advantage when you then go to Tools > Relationship to use the calculator.  If you set the relationships first Legacy will automatically put you on the left side of the screen and whoever is highlighted in any of the Views (Family, Pedigree, etc.) on the right side saving you time with having to manually select the two people you want to calculate.

Set Relationship
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I have set the relationships to myself and I have navigated to one of my favorite relatives, Keziah Grantham, in the Family View.  Since I have set the relationships you will see Keziah's relationship to me above her name but this is only the beginning. The Relationship Calculator will give you even more information.

Family View
(click image to enlarge)

 

Now I go to Tools > Relationship.  Notice that Legacy automatically put me on the left and Keziah on the right. You can also manually select the left and right persons by using the Select Left/Right Person buttons.

My match to Keziah
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You can see that Keziah is my first cousin, thrice removed. Our common ancestor is Daniel Grantham Sr. and his wife Sarah Slade. On the left you can see my path up to Daniel and Sarah and you can see Keziah's path to them on the right.

Here is what you will see if you are related to someone in more than one way. To see the paths for each match you will click the matches one at a time.

Multiple matches
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Here is what you will see if you are related in some convoluted way by marriage but not by blood (if you have non-blood relationship set to calculate).

Non-blood relationship
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And here is what you will see if the person you are calculating to is in a younger generation than you are. There will be an asterisk next to the relationship.

Younger generations
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We need to talk about the settings a bit.  The default is 999 blood relationships and 10 non blood.

Default settings
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I don't know of any two people that are related to each other 999 different ways but you never know. Leaving this at the default will be fine for most users, however, if you have a very large file (in the hundreds of thousands), and/or you have a very convoluted file (a lot of pedigree collapse that you see in royal lines or very isolated communities) then you will want to knock this number way down so that Legacy doesn't have to do as many calculations. You can easily put this at 5 and be fine. If you aren't interested in the non-blood relationships then you can just put this at 0.

Ah but we are now just getting to the best part.  You can print really cool charts from here. You can read how HERE. In that article I am focusing on how you can use the Relationship Chart with your DNA matches but you can send these to any distant relative that you make contact with to show them just how the two of you are related. It makes a very nice presentation.

Actually seeing the path to your common ancestor will tell you more than just knowing that you are 4th cousins, twice removed.

 

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.

 


Two New Featurettes

NameTags

Every so often the developers will sneak a little something in an update. They have been rather generous lately. In A Surprise Easter Egg I told you about one such feature. It got its own article because it was a fairly big feature. I have a couple more I want to tell you about that are a tad smaller but still very cool. They aren't quite big enough to be features so they are featurettes. 

If you go to Reports > Other Reports > Name Tags you will now see that there are options to include Only Living Individuals, Only Dead Individuals, or Living or Dead. Before it was all or nothing. Why is this important? You can restrict it to living individuals for things like name tags for reunions or you can restrict it to dead individuals (or both) if you are wanting to make labels for file folders. The Name Tags report just became more useful.

If you go to View > Master Lists > Surname, highlight a surname, and then click Show List over on the right, you now get a dialog box asking you if you want to Exclude Married Names and/or Exclude AKAs. This is something that will help our One Name Study people tremendously. You can now restrict the list to just those persons born with that surname.

Normally updates are for bug fixes and upgrades are for new features but every so often something slips in.

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.


A Surprise Easter Egg

Surpriseeasteregg

The developers snuck a new feature into Legacy while I wasn't looking. This is something the beta testers have had for some time. They probably knew it was in the current update and are probably laughing at me right now. Yesterday someone emailed in a request for the very same feature so I sent an email to the developers asking them if they planned to release this in an update. Their response, "We already have." So what we have is an "Easter Egg." So what is the new feature? It is called the Realtime Hint Processing Monitor.

Before I show you what this is, you need to make sure that you have Hinting turned on.  Go to Options > Customize > View > Option 8.13 and select your preferences. Now open the Family View. At the bottom on the screen you will see your three Quick Bookmarks. Notice that they have numbers in front of them. It is the Number 1 that you need to be focusing on. 

Quick Bookmark
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Now double click that number 1 and this is what will pop up:

Relatime Hint Processing Monitor
(click image to enlarge) 

 

Close - Closes the monitor window
Stop Hints - Turns off the background hint timer, thus stopping the processing of pending hints
Restart Hints - Restarts the background hints
Start Over - Erases all the current hints in the Hint file and starts over from scratch, adding individuals who are shown on the screen as you navigate through your family file
Refresh (the icon below Start Over) - Re-gathers all the hints currently in the Hint file

To make it official, we have now added an entry in the Help File explaining what the Process Monitor does but the feature itself is still a bit hidden which makes it fun. 

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 - Ahnentafel Numbers (Beginner)

Ahnentafel Numbers

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

Ahnentafel Numbers (Beginner)

In a previous article, How to Create an Ahnentafel Report, I explained how to strip down an Ancestor Book Report to create a whole new report which is a great reference tool.  I spoke briefly about the Ahnentafel numbers that are in the Ancestor Book Report. The numbers preceding each ancestor's name follow a set pattern and they are easy to calculate. You will always be #1 in the report, your father will be #2, and your mother will be #3. You can look at anyone on the chart, no matter how far back in time, and calculate what their father and their mother's numbers will be. If you double the person's number you will get their father and if you double their number and add 1 you will get their mother. But what about calculating in reverse?

Someone sent me an email asking about these numbers. This person had numbers that are pretty large because his pedigree goes back many generations. The Ancestor Book Report/Ahnentafel Report does label the generations but just looking at the numbers doesn't tell you that path of the relationship, or do they?

If you have never visited Stephen P. Morse's Webpage you have been missing out. He has an eclectic collection of some of the most useful information/tools to help with your research. One of his tools is Decording Ahenentafel Numbers in One Step.

Here is a screenshot from my file:

Ahnentafel Numbers
(click image to enlarge)


If I run number 1299 through Steve's calculator I get:

Relationship: father's mother's father's father's father's mother's father's father's mother's mother

What fun! You can of course get a more detailed look at the path by using Legacy's Relationship Calculator which will be a focus of a future article. You can get a sneak peek by going to Tools > Relationship.

 

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 - 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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)
Residence event
(click image to enlarge)
Deed event
(click image to enlarge)
Will event
(click image to enlarge)

You can also add an address, sources, and media files to an event. 

Address, sources, media icons
(click image to enlarge)

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
(click image to enlarge)
Paste an event
(click image to enlarge)

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

Sharing an event
(click image to enlarge)

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
(click image to enlarge)
Adding a person that isn't in your file
(click image to enlarge)

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

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
(click image to enlarge)
FindMyPast and GenealogyBank hints
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

 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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
(click image to enlarge)

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
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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
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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
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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
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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
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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.