Tuesday's Tip - Using Legacy with AniMap (Intermediate)

  Tuesday's Tip - Using Legacy with AniMap (Intermediate)

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

Tuesday's Tip - Using Legacy with AniMap (Intermediate)

I was entering information from a death certificate into Legacy when I ran into a problem. The death certificate stated that the deceased was born in Salley, South Carolina in 1845. I knew that Salley was in Aiken County but when I tried to enter Salley, Aiken, South Carolina, United States into Legacy I received a warning message. I got this warning because I have the US County Verifier turned on in Options > Customize > Data Entry > Option 2.1. This lets me know when I have entered a county that didn't exist at the time of my event. 

US County Verifier
(Click image to enlarge)


I clicked the Online County Info button which brought me to the Aiken County, South Carolina FamilySearch Wiki Page. There I found, “10 March 1871: Aiken was created from Barnwell, Edgefield, Lexington and Orangeburg Counties.”  So the question is, which of these four counties was Salley in in 1845?  This is where AniMap can help. Many Legacy users already have AniMap and use it in their research so I wanted to show you how Legacy and AniMap can work together. AniMap allows me to pinpoint a specific location and then I can see how the state and county boundaries changed around that location over time. I chose 1832 because that is the date of the last boundary changes prior to 1845.

 

AniMap Screenshot
(Click image to enlarge)

 

Salley was in Orangeburg County in 1845. Now I can enter the correct information into Legacy. You always want to record your location as it was at the time of the event. Not all boundary changes are this complex. If I had entered Forrest County, Mississippi, Legacy would have told me that Forrest County was formed from Perry County in 1906. In this case I would already have my answer and wouldn't need to go any further.

Geoff gives an overview of AniMap, Centennia, and Map My Family Tree in Mapping Software for Genealogists. He also demonstrates how the US County Verifier works. In this webinar you will see that Geoff is using Legacy 7.4. In Legacy 8 and 9 the US County Verifier warning screen now has two more buttons giving you even more information to work with. You will also learn how to run a County Verifier Report that will check your entire file for these warnings. In Legacy 8 and 9 you can access this report by going to Tools > US County Verifier.  In the drop down box choose USA County Verification. 

AniMap is owned by Gold Bug and you can read more about it here.

 

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

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

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

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


Tuesday’s Tip – Expanding and Contracting Locations (Beginner)

Tuesday’s Tip – Expanding and Contracting Locations (Beginner)

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

Expanding and Contracting Locations (Beginner)

Question from a Legacy user:
How do I change all instances of USA in my locations to United States?

Answer:
Before you get started backup your file. Whenever you are going to do something that has a global impact on your file you always want to backup first. Now on the main toolbar select View > Master Lists > Location. On the right side of the screen select Options > Expand/Contract Location Parts.

Here is the Expand/Contract Location Parts dialog box. Check the box that says, Add "United States."  It won't add United States to the USA that is already there but rather it will change USA to United States. If you didn't have USA or United States at all this option will add it. Hit Continue.

 Expand and Contract Location Parts dialog box(click image to enlarge) 

This is what the Master Location List looks like before the change:

  Before screenshot(click image to enlarge)


 And here it is after:

After screenshot
(click image to enlarge)

 
If you now choose Add “USA” it will change all of your United States entries back to USA. You can also do this with the names of states and there are additional options to expand/contract names associated with other countries. To see all of the abbreviations that Legacy will recognize and convert, select the option you are interested in under Parts to Work On and then Preview a list of Codes/Names.

Did you notice that if you have  just the country listed (, , , United States or , , , USA) you will have to edit that one by hand. Why?  If you were to decide to remove the USA or United States completely it would end up deleting your entry so this is a fail-safe. To manually edit this one location highlight it and then click Edit down below. 

Edit Location dialog box
(click image to enlarge)


There are many changes you can make in Legacy that will change things across your entire file which is not only a time saver but it helps keep your entries consistent. Just remember to backup your file first in case you change your mind.

 

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

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

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

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


Tuesday’s Tip – Swapping Events (Intermediate)

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

Swapping Events (Intermediate)

Many users don't know about this very handy tool. You can swap an alternate name for the birth name and you can swap any custom event you have entered for a vital event.

Let's say I discover that an alternate spelling of a person's name is actually the correct spelling. I can swap the two names and the sources for those names will also swap. Another reason you might swap is if you are dealing with someone that has legally changed their name or it is an adoption situation. You always want to record the name as it was at the time of the birth but you might want the name they actually use to print in a report. You can temporarily swap the names for the report and then swap them back.

Swapping alternate names
(Click image to enlarge)

 

If I have entered conflicting or alternate vital event information as a custom event, and then learn that this information is actually correct, I can swap the two events instead of having to retype everything and then reattaching the sources.

Swapping a custom event with a vital event
(Click image to enlarge)


This is a time saving feature that I have used many times.

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

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

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

 


Ask Legacy: how do I invite others to work on my tree?

TeamworkI received this email from Alexandra today with this great question:

Several cousins and I have been working on our genealogy for the past several years.  Two cousins are using Ancestry.com software but the limitation is only one person can input data.
 
We are looking for a program where say around 4 or 5 of us could input data and all have access to the program.  Does your program have this capability?
 
Great question Alexandra! Yes, Legacy Family Tree software is set up to allow a group to work together on the same tree. Below are a few methods of doing this.
 
IntelliShare
Using this first method, you need to pick one person to be the "master keeper of the files." This person first creates a new Legacy family file (or uses their existing one) and then shares it with each member of your research group (create a backup of your family file, email it to the others, and have them restore the backup into their copy of Legacy).
 
Each person in the group works on their part of the family tree, updating or adding new data. At an agreed upon time, everyone sends their Legacy file back to the master keeper who then imports the files into the master copy. Using Legacy's IntelliShare tool (found at Tools > Merge Duplicates > Find Duplicates > Special Duplicate Searches) they merge in all the changes and resolve any discrepancies. With the newly updated master family file, the administrator then sends out a new copy for everyone in their group to work on.
 
For more information on IntelliShare, view the IntelliShare topic in Legacy's help system or view the "Merging and Intellishare" section of the webinar, "Using Legacy Family Tree to Support Family Groups/Associations."
 
Dropbox or network sharing
While I haven't personally used this method, many Legacy users have success when moving their family file to a shared network drive or with the use of Dropbox. Each person in the group would need to have access to the network drive or to the Dropbox folder. The downside of using Dropbox, is only one person can have the file open at a time so you would need to coordinate your efforts. If accessing the family file from a network drive, multiple people can be using the family file at the same time as long as they are not editing the same person at the same time.
 
For more information on how other Legacy users use Dropbox, search the archives in our Legacy User Group on Facebook or view the "Legacy and Dropbox" section of the webinar, "Dropbox for Genealogists."
 
Online Tree
If you want to collaborate in an online environment where nothing needs to be checked in and out, you don't need to be careful about only one person using the file at a time, and everyone in your group can see everyone's changes and additions in real time, you might give MyHeritage a try. A basic site where your entire group can collaborate is free for up to 250 people in the tree, or you can upgrade to an unlimited tree for an annual fee.
 
To get started, visit www.myheritage.com and start your tree. Then, invite others in your family to participate (Home > Invite family). You'll want to ensure that site members have access to edit the tree (Family Tree > Manage Trees > Edit Tree Settings).
 
2017-08-25_14-51-19
 
In a future Legacy upgrade, both Legacy and MyHeritage will interact together. You'll be able to have your data in one or the other, and also take advantage of each other's strengths.
 
What do I do?
I have my personal tree in my Legacy Family Tree software where nobody else can view it unless they're sitting next to me or I optionally share portions of it with them. I also use Legacy's FamilySearch tool to provide updates to FamilySearch's Family Tree so others can benefit from my work. I also manually add new findings to various online trees so I can take advantage of all of the hinting resources out there. Finally, I always have an updated copy of my tree at MyHeritage so I can take advantage of their free mobile app and have my tree with me anywhere I go. I also make a backup of my Legacy family file: I use its backup tool to backup to my hard drive, to my Dropbox folder, and to my Legacy Cloud account.
 
So, this answer may have been a little longer than you hoped for Alexandra, but I hope it's given you a few ideas. And remember, life is short, do genealogy first!

Legacy Tip: How to set the reminders

Not that I needed it today, but more than once Legacy's Birthdays, Death Dates, and Anniversaries reminders have come through for me in a big way.

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Found within the Legacy Home tab inside Legacy 9 software is a list of upcoming birthdays, death dates, and anniversaries. Today is both my grandparents' 65th wedding anniversary AND my 20th anniversary. Happy anniversary to us!

2017-08-15_9-52-32

Not all 23,743 individuals in my Legacy family file will receive a reminder however - just those for whom I manually click the right checkbox.

To set a reminder for a birthday, open the Individual's Information screen and add a checkmark next to Birthday Reminder.

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To set a reminder for a wedding anniversary, open the Marriage/Relationship Information screen and add a checkmark next to Marriage Anniversary Reminder.

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The reminders will now appear in the Reminders section of the Legacy Home tab. There are a few options to control when they appear. In the Legacy Home tab, click on the Options button in the upper right, and click on Options.

2017-08-15_10-27-00

Many of you, myself included, have wanted to be able globally set these reminders. In other words, instead of having to go into each person individually to set the reminders, it'd be nice to click one option to set a birthday reminder for a group of individuals. While this is not now possible, here is a way to save a few clicks.

Here is my list of Hashtags (go to Search > Search Hashtags):

2017-08-15_10-35-07

Notice that I have a hashtag called "Dad's Descendants" which has a count of 31 individuals. From here, click on Create List. Now you have an alphabetical list of most of the individuals to whom I would like to add a Birthday Reminder. Just click on the Edit tab, check the Birthday Reminder box, then go to the next person and do the same thing.

2017-08-15_10-37-33

While not the perfect solution, it does highlight a couple of the other great features of Legacy - the Search/Name List and another reason to use hashtags.

Now, with my new MyHeritage hat on, and since we are discussing reminders, I've got to say that one thing they do really well, and even more so than Legacy, is with their reminders. Their birthday and wedding anniversary reminders are automated. They are set up such that your close family members are included (includes up to your 1st cousins). Those of you who have uploaded your Legacy GEDCOM into a new MyHeritage tree will get to take advantage of this. Reminders are shown in three views:

1) Tree View

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2) Family Events View

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3) In an occasional email

2017-08-15_10-51-35

I did have a recent success story with this. I neglected/forgot to add a birthday reminder for my Aunt Peggy in Legacy. Shamefully, I've never remembered on my own. Yet because I had uploaded my family file to a private tree on MyHeritage, I received an email reminding me about her upcoming birthday. For the first time ever, I send Aunt Peggy a birthday greeting. She responded to me with,

"Geoff...What an unexpected pleasure to hear from you. Thank you for the birthday greeting...."

Aunt Peggy, my grandmother's sister, is now 87 years young, and is as sharp and witty as I'm sure she was many years ago. I've never had the chance to get to know her well, but now that we live closer to each other, I'm looking forward to developing our relationship.

So what are you waiting for? Open up Legacy and setup your reminders. You'll soon be the one in the family who is known for remembering all of the special occasions.


Using Pictures with Legacy Family Tree - free webinar by Legacy's Geoff Rasmussen now online

2017-08-11-image500blog

The recording of Friday's webinar, "Using Pictures with Legacy Family Tree" by Geoff Rasmussen is now available to view at www.FamilyTreeWebinars.com for free.

Webinar Description

Bring life to your Legacy with digital images. Learn how to add digital photographs and documents to your ancestors’ Media Gallery, how to include them on charts and reports, best practices for digital storage and organization, how to resolve missing links, and much more.

View the Recording at FamilyTreeWebinars.com

If you could not make it to the live event or just want to watch it again, the 1 hour 24 minute recording of "Using Pictures with Legacy Family Tree" is now available to view in our webinar library for free for a limited time. Or watch it at your convenience with an annual or monthly webinar membership.  

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Register for our upcoming webinars (free)

  • Analyzing Probate Records of Slaveholders to Identify Enslaved Ancestors by LaBrenda Garrett-Nelson, JD, LLM, CG. August 15.
  • Finding Your Ancestors in German Directories by Ursula C. Krause. August 16.
  • How to do Mexican Research and Be Successful by Jonathan Walker. August 23.
  • Getting Started with Evidentia by Edward A. Thompson. August 30.
  • Top Tech Tips for the Technologist and the Genealogist by Geoff Rasmussen. September 6.
  • Finding Isaac Rogers by Nicka Smith. September 13.
  • The ABCs and 123s of Researching Your Ancestor's School Records by Melissa Barker. September 15.
  • When Does Newfound Evidence Overturn a Proved Conclusion? by Tom Jones, Ph.D, CG, CGL. September 19.
  • WolframAlpha for Genealogists by Thomas MacEntee. September 20.
  • Quick Guide to Texas Research by Deena Coutant. September 27.
  • No Easy Button: Using “Immersion Genealogy” to Understand Your Ancestors by Lisa Alzo. October 4.
  • Southern States Migration Patterns by Mary Hill, AG. October 11.
  • Is Your Society Growing? Social Media may be your saving grace by Pat Richley. October 13.
  • Databases, Search Engines, and the Genealogical Proof Standard by David Ouimette, CG. October 17.
  • The WPA: Sources for Your Genealogy by Gena Philibert-Ortega. October 18.
  • Midwestern & Plains States Level Census Records by Paula Stuart-Warren, CG, FMGS, FUGA. October 25.
  • Is this the End? Taking Your German Brick Walls Down Piece by Piece by Luana Darby and Ursula C. Krause. November 1.
  • New York City Genealogical Research: Navigating Through The Five Boroughs by Michael L. Strauss, AG. November 8.
  • Using Non-Population Schedules for Context and Evidence by Jill Morelli. November 10.
  • British and Irish research: the differences by Brian Donovan. November 15.
  • Research in Federal Records: Some Assembly Required by Malissa Ruffner, JD, CG. November 21.
  • Understanding Alabama by Rorey Cathcart. November 29.
  • Finding Your Roots in Catholic Records by Lisa Toth Salinas. December 6.
  • I Thought He Was My Ancestor: Avoiding the Six Biggest Genealogy Mistakes by James M. Baker, PhD, CG. December 13.
  • Finding Your Nordic Parish of Birth by Jill Morelli. December 15.
  • The Law and the Reasonably Exhaustive (Re)Search by Judy G. Russell, JD, CG, CGL. December 19.
  • Palmetto Pride - South Carolina for Genealogist by Rorey Cathcart. December 20.
  • Problems and Pitfalls of a Reasonably Shallow Search by Elissa Scalise Powell, CG, CGL. December 27.

Print the 2017 webinar brochure here.

See you online!


Register for Webinar Friday: Using Pictures with Legacy Family Tree by Geoff Rasmussen

Register

Bring life to your Legacy with digital images. Learn how to add digital photographs and documents to your ancestors’ Media Gallery, how to include them on charts and reports, best practices for digital storage and organization, how to resolve missing links, and much more.

Join us and Legacy's Geoff Rasmussen for the live webinar Friday, August 11, 2017 at 2pm Eastern U.S. Register today to reserve your virtual seat. Registration is free but space is limited to the first 1,000 people to join that day. Before joining, please visit www.java.com to ensure you have the latest version of Java which our webinar software requires. When you join, if you receive a message that the webinar is full, you know we've reached the 1,000 limit, so we invite you to view the recording which should be published to the webinar archives within an hour or two of the event's conclusion.  

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About the presenter

GeoffRasmussen-144x144Geoffrey D. Rasmussen is the father of four budding genealogists. He graduated with a degree in Genealogy and Family History from Brigham Young University and has served as director and vice-president of the Utah Genealogical Association. He is a dynamic genealogy speaker on all forms of genealogy technology, and as host of the Legacy Family Tree webinar series, has spoken virtually to nearly 100 different countries. He has authored books, videos, articles, and websites, and develops the Legacy Family Tree software program. On a personal note, Geoff enjoys playing the piano, organ, cello, basketball and bowling. His favorite places are cemeteries, the ocean, and hanging out with other genealogists. He met and proposed to his wife in a Family History Center. He is the author of the recently-released, Kindred Voices: Listening for our Ancestors, and the popular books Legacy Family Tree, Unlocked! and Digital Imaging Essentials.

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How I use Hashtags to track my DNA matches

Thanks to Michele Simmons Lewis, CG for this article.

Hashtags

(Click to enlarge.)

I track both my atDNA (autosomal) matches and my yDNA matches in Legacy using Hashtags.

When working with atDNA, if I know how the person matches me I go ahead and add their tree (their direct line) back to our Most Recent Common Ancestor (MRCA). I use a special Master Source to the new data called, "DNA Match - Lineage not confirmed." As I have time, I collect the evidence I need to confirm their line and then I change the source citations.

Next, I add a hashtag to the tester and to each person in his/her direct line and to those in my direct line back to our MRCA. If there is more than one tester that has the same MRCA that person will get hashtagged on the same hashtag. I name the Hashtags like this...

MRCA - Graham, Albert and Mary Grantham
MRCA – Patton, Mathew and Caroline McMichael
MRCA - Simmons, James and Corrine Graham
MRCA - Simmons, William and Docia Perry
etc.

Now all of the testers with known MRCAs with me will be entered and the testers will be grouped by which MRCA they match.

I handle yDNA in the same way EXCEPT if I have a good yDNA match I will input the tester and his direct line even if I don't know the most MRCA is. These testers and their direct lines will be entered as unlinked trees (Add > Add Unlinked).

These Hashtags look like this...

Simmons Group - Ephraim Simmons abt 1822
Simmons Group - William Simmons abt 1685
Simmons Group - William Simmons abt 1793
Simmons Group - James Simmons, Sr. 14 Aug 1764
Simmons Group - William G. Johnson NPE abt 1800

The name of the hashtag is the brick wall ancestor for each line. In the description field I have yDNA 67 marker match - TESTERS NAME (or however many markers they tested at) as well as some other helpful notes.

Since this is a SURNAME-based DNA test I also have many other Simmons groups as Hashtags and what I am looking for is any overlap. If I see that a certain Simmons has been hashtagged in more than one group that might give me the clue I need to start connecting some of the unlinked trees. Here is how I have these additional Hashtags set up:

Simmons Group - 10&20 Cons. LA Militia
Simmons Group - 13th Reg. MS Militia
Simmons Group - Amite Co, MS
Simmons Group - Bala Chitto
Simmons Group - Marion Co, MS
Simmons Group - Natchez District, MS
Simmons Group - Pike Co, MS
Simmons Group - Random Simmons' (I don't know how these guys fit in yet)Simmons Group - Silver Creek
Simmons Group - Washington Co, MS

I have all of the tester’s contact information entered on his/her address screen. I also create custom DNA events where I can record which company they tested with and their GEDmatch number if they have one. I can add screenshots of ethnicity reports and chromosome browsers results. I am also able to keep track of our correspondence in the Notes field.

I like keeping as much information as I can in Legacy which makes my DNA research less complicated.

Learn more about Hashtags

View the Hashtags section in this webinar or view the after-webinar party section in this webinar.


New Legacy QuickTip Video - How to Create a Custom Report, using hashtags, DNA, Q/A and more

We have another great Legacy QuickTip Video for you today! Learn:

  • How to create a custom report
  • How to use Legacy 9's new Hashtags
  • How to get a list of everyone in a certain location
  • How to upload your raw DNA data to MyHeritage (free) to see matches and ethnicity results
  • Other tips/tricks from the Q/A session

This QuickTip was presented live during the after-webinar party of the recent Tracing Your West Country Ancestors with by Kirsty Gray.

Click here for the video.

Qt

Click here for more Legacy QuickTip videos.


Legacy 9's new Cause of Death Charts

Legacy Family Tree 9's new Cause of Death charts helps you visualize and see patterns of part of your ancestors' medical history.

Cause1

Each box displays the name, the lifespan, the cause of death, and the age at death:

Cause2

The charts are available in five different styles:

1. Ancestor (shown above)

2. Descendant

Cause3

3. Fan

Cause4

4. Hour Glass (ancestors above, descendants below)

Cause5

5. Bow Tie (father on left, mother on right)

Cause6

How to create the charts

1. From the My Toolbar tab in Legacy 9, click on the Legacy Charting button.

2. Select the desired chart style.

Cause7

Where to enter the Cause of Death

Before creating the chart, you'll need to type the cause of death for the ancestor. Just open the person's Notes screen and click on the Medical tab.

Cause8

Video demonstration

For a quick video overview of creating a Cause of Death chart, click below.

Causeofdeathvideo

Purchase Legacy 9 Deluxe

Cause of Death charts are only available in Legacy Family Tree 9 Deluxe software.

Click here to learn more.

Click here to purchase.