Legacy 101 - How to Enter a Child and Parents

Legacy 101 - How to Enter a Child and Parents

Now that you have entered your first person and their spouse, you can now enter their children and their parents.  You can add a child in three ways (click image below to enlarge).

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When you click one of these options you will be asked if you want to add a new person or do you want to link to an existing person. If the person is already in your file you will want to link to that person and not add them again. Since we are just starting our file we will be adding a new person. You will see the now familiar Individual's Information screen. Add the information you know.

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Click Save and you are back to where you started. 

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Now that you have added a husband, wife and one of their children, adding their parents will be a breeze. You can add a father and mother in four ways.

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There is one very important thing to watch out for when adding parents.  If both parents are already in your database as a linked couple, you will need to link to them together as a couple and not one at a time. If you need to link to a couple you have to do it a bit differently. You can RIGHT click in the "Click to Add Father/Mother" area or you can use the Parents' icon. If you try to link them one at a time you will end up with extra relationships. Legacy can't assume that when you link to a father that his known wife is the mother.

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Your first family now has a husband and wife, their children, and their parents. 

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You are well on your way to creating your family tree. To continue the process, navigate to the next person you want as your focus (for example, one of the children so that you can add their spouse and their children) and everyone will be connected.



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 - PDF Trick (Intermediate)

PDF Trick

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

PDF Trick (Intermediate)

Most of Legacy's reports and charts can be exported as PDFs. Legacy uses an internal PDF creator that has some limitations when it comes to size. If you attempt to print a very large report or chart you might get an error message:

Error 9
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If you see this you will need to print to a virtual PDF print driver. You will select this driver from your list of printers. When you "Print" to this virtual PDF driver it will simply create your PDF file.

If you have Microsoft Office you already have a virtual PDF print driver.

MS Office PDF Virtual Print Driver
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If you need a virtual PDF print driver there are plenty of free ones you can download. Here are a few:

CutePDF

PDF995

doPDF

After you download and install it will appear on your list of printers. Select it and then "Print." A PDF will be created. This is a handy tool that you can use for other things too.

 

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 - How to Enter a Person and His/Her Spouse


Legacy 101 - How to Enter a Person and His/Her Spouse

If you are starting your family tree from scratch the empty screen can look a bit daunting. Your screen will look a little different than mine because I have customized the colors. (Legacy will default to the "Family" tab unless you change it in the Options menu).

4a


You have different ways to add a person into Legacy. The first way is to simply "Click to add a Person." 

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You can also use the "Add" Toolbar. If you are adding your first person you will add either a husband or a wife.  If you selected gender-neutral wording in the Options menu this will be Left Spouse and Right Spouse. 

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If you prefer using keyboard shortcuts, you can use A+H to add a husband and A+W to add a wife.

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Whichever method you chose, you will then see the Individual's Information screen. This is where you will do your data entry.

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Now you can start entering the information you know about the person.

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Click Save and now you are back where you started.

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Now you can add his wife in one of four ways. Why so many different ways? Different procedures appeal to different people. Most people find a certain way they like to do things and then they stick with that. When you click one of these options, you will be asked if you want to add a new person or do you want to link to an existing person. If the person is already in your file you will want to link to that person and not add them again. Since we are just starting our file we will be adding a new person. If you added the wife first you will be using the husband options to add her spouse.

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Add the Wife's details.

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Click Save and you are back to where you started again.

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Now we need to add their marriage information.  Double click in the Marriage Information field.

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Now you can add their marriage information. You also have the option on this screen to mark the couple as never having married or that they did not have children.

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Click Save and you are back where you started again. You can now see their marriage information on the Family View.

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Next time we will show you how to enter children to our couple as well as parents for our couple.

 

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 - A Tagging Tip (Intermediate)

A Tagging Tip

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


A Tagging Tip (Intermediate)

When you select Tools > Advanced Tagging there are three options that I want to discuss because they can cause some confusion.

Advanced Tagging screen
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The first two, Ancestors and Descendants, both have two options and this is where the confusion can come in.

Ancestor Options

 

Descendant Options screen
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Most of the time you will be selecting the FIRST option on both of these screens. Here is the difference. The first option only captures the DIRECT Ancestors or Descendants of your anchor person (blood relationships). For the Direct Line Ancestors you can also include Other Spouses, Siblings, and Spouses of Siblings which will pick up a few non blood relations. The second option on these two screens will capture EVERYONE that is connected to the anchor person's Ancestors (or Descendants) in any way so you are going to be picking up all of the collateral lines and bunny trails you have entered. Many people select the second option thinking it will be more complete (and it is) but they don't realize it will capture everyone which might not be what they actually wanted.

The third option on the Advanced Tagging screen is Entire Family Line. This will capture everyone in the anchor person's tree. You can have multiple trees in a single file. If you add an unlinked person and then build a tree around them this will be a new tree. You can read, "Why Add an Unlinked Individual?" for more information about this.

So how many trees do you have in your file? Many people have multiple trees and don't know it. To see how many individual trees you have in your file you can read, "Using Trees" for detailed instructions.

If you choose Entire Family Line you will get the entire tree that your anchor person is in, but not the people that are in other trees.

 

Some people like to use Focus Groups and you will see the exact same thing here (View > Focus Groups)

Focus Group screen
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 Understanding what an option actually does will help you get the results you are looking for.

 

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 Locations

Legacy 101 - Entering Locations

When you begin entering data you need to make some decisions. All of these decisions have to do with standardization and consistency. In genealogy there are some recognized standards and Legacy helps you maintain these standards through the Potential Problems Report. We will be discussing the Potential Problems Report in depth in a future article. Today we are going to talk specifically about locations because that seems to be what gives Legacy users the most trouble.

The standard for the United States is four places with a comma between each part.

Town, County, State, Country

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Though it is non standard, you might prefer to add the word "County" to the county part of the location to make it more clear and Legacy has no problem with you doing that. You might even want to leave off the country if all of your locations are within the same country. Legacy has a handy option to add or subtract USA or United States globally to your locations via the Options menu on the Master Location List (View > Master Lists > Locations > Options > Expand/Contract Location Parts). You can switch back and forth depending on what you are needing at the time.  This is an Intermediate skill so I wouldn't worry about this feature just yet. 

3b


If you do use the word "County" you want to make sure that you are consistent. You don't want half of your locations to have the word county and half that don't. You also don't want half of your locations to have the country name and half that don't. The more consistently you enter your data the less chance you will make an error or create duplicates. Also, if you ever send your data to another researcher or upload your data to one of the "tree" sites other researchers will judge your work by how carefully you have entered your data. I personally prefer to keep my locations 100% standard so that I don't have any issues.

If you are missing one or more parts of a location you use commas as place holders so that you still have four parts and each part that you do have is still in the correct field.  This will be important when you are sorting your locations on the Master Location List.

 Commas as place holders

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Here are some things to consider. 

  • You always want to enter the location as it was at the time of the event. If the current location is different you can record that in the Location Notes (you will see this on the Master Location List) or you can use THIS METHOD
  • In addition to Notes you can also add Media to locations
  • If you are interfacing with FamilySearch you need to be aware that they have a standard way of entering locations
  • For each location you enter you can enter a "short location" so that you can keep your locations standard but have a shortened location that you can use in reports (You will see this field when you are on the Master Location List).  This is VERY handy!
  • You need to come up with a consistent way to enter the odd ball locations such as independent cities that don't have a county and pre 1776 locations
  • If you have other countries in your file you need to decide how many places each of those countries needs.  For example, I have a lot of German locations and all of them have three places; town, state, county. I use six places for locations in France. As long as you are consistent from country to country your Master Location List will sort correctly

 I need to mention addresses. Addresses and locations are two different things. Addresses are entered in the Address field (house icon).

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Here is another example.

 

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Notice that you can add media and notes to an address just like you can to a location. If you want to add an address to a vital event (birth, baptism, death, burial) click the plus + sign to the right of the location. 

 

3g


I will tell you that there are some Legacy users that prefer to put both the address and location in the location field.  This isn't the standard but you can of course do what works best for you. The only thing I will say is BE CONSISTENT no matter how you decide to do your locations. If you choose to put the address and the location in the same field I suggestion that when you are on the Master Location List that you sort from right to left instead of left to right.  This will help your list sort properly.

The below listed resources are excellent. Even though they are both based on previous versions of Legacy the principles hold true.


Resources: 

Rasmussen, Geoff. "Improving Your Use of New FamilySearch: Data Cleanup Strategies." Legacy Family Tree Webinars. Surprise, Ariz.: Millennia, 2011.

Slawson, Mary H. Getting It Right, The Definitive Guide to Recording Family History Accurately. Ann Arbor, Mich.: Malloy Lithographing Incorporated, 2002.


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 - FamilySearch Source Citations (Intermediate)

FamilySearch Source Citations

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

FamilySearch Source Citations (Intermediate)

In "The Abstract Trap" I explained a source citation principle that is very important to understand. I want to expand on that principle using an example from Legacy and FamilySearch because we get a lot of questions about this. If you are not familiar with how to use the FamilySearch interface from within Legacy, HERE are some instructions.

When you use the Import Tree feature you will see that there is an option to add source citations to the imported data.

Add source citations
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Some of our users mistakenly think that all of the source citations attached on FamilySearch will be downloaded to Legacy and this is not the case.  Here is an example of what you will see as a source:

The Church of Jesus Christ of Latter-day Saints, "FamilySearch Family Tree," database, FamilySearch (http://www.familysearch.org : accessed 8 Dec 2017), entry for Archibald Patrick Graham, person ID KCLX-ZJD.

 This citation is correct because your source is the FamilySearch Family Tree, not the sources that have been attached to this person on FamilySearch. You can't cite those specific sources unless you viewed and analyzed them yourself.

If you are working on the Legacy FamilySearch interface screen you will see that there is a Sources tab. Here you can see specific sources attached to that person and you can transfer those sources.

Transferring sources
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If you move a source from right to left you will be asked which fields you want to assign that source to. Your source citation will look like this:

The Church of Jesus Christ of Latter-day Saints, "FamilySearch Family Tree," database, FamilySearch (http://www.familysearch.org : accessed 8 Dec 2017), entry for Archibald Patrick Graham, person ID KCLX-ZJD; citing Cemetery - MS - Lamar - Grantham Family Cemetery. 

Again, you are citing FamilySearch's Family Tree. However, this time the citation is appended with the information you need to be able to track down the source yourself. Once you do you can then craft a citation that reflects that original source. This is the same technique I used in "The Abstract Trap."

A little side note—FamilySearch will only allow you to "tag" a source to the Name, Gender, Birth, Christening, Death, and/or Burial fields. This is a FamilySearch rule and not a Legacy rule. Also, FamilySearch does not allow sources to be tagged/attached to custom events; however, there is a way you can add a source to the custom events that you move from Legacy to FamilySearch (you can also do this on the FamilySearch website directly). You simply copy and paste the source into the "Reason this information is correct" box. This will not only show other researchers on FamilySearch what your source is for that specific event but it will also display in the event box itself instead of at the bottom with the list of tagged sources. The developers have added a new feature so that you can see the "Reason this information is correct" box on the FamilySearch side when you move a source from right to left AND your source will be appended with this information as well as the contributor information. We still need put this new feature through beta testing but you should see it in the next update to Legacy.

You never want to cite something that you didn't personally view and analyze. Legacy and FamilySearch have a built in algorithm to help you cite your sources properly.

 

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 - The Different Views

Legacy 101 - The Different Views

Legacy has many different views that you can work off of and which one you choose is personal preference. Each view is customizable so that you can tweak it to your liking. How to customize the different views will be covered at a later time.

The Family View - To me the Family View feels like a Family Group Sheet.  You can see the husband and wife along with their parents and their children. You can navigate through the generations by clicking a name that you want to put into the main view. To edit someone, double click their name.

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The Pedigree View - Some people prefer to work off of a view that looks like a Pedigree Chart. To put someone into the anchor position, double click their name. To edit someone, right click on the person and select Edit.

2b(click image to enlarge)


The Descendant View - This view is set up like a Descendant Chart with generation numbers (based on the anchor person) to the left. You can customize the columns to show the information you want to see on each person.

2c(click image to enlarge)


The Chronology View - This is a comprehensive timeline of your ancestor of interest. You can add in historical timelines so that you know what events were going on that might have affected his life. Again, this view is very customizable.

2d(click image to enlarge)


The Index View - This view shows everyone in your file.  You can sort the list by RIN (or User ID), Given Name or Surname by using the buttons at the top. Like the Descendant View you can customize the columns to show the information you want to see. To edit someone, double click their name.

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The Name List - To see the Name List go to VIEW > NAME LIST. This is a great view to use if you are editing a lot of people.  If you create a Search List, it will look exactly like the Name List and it works in the very same way. Like the Index View, you can sort this list by RIN (or User ID), Given Name or Surname by using the buttons at the top. Over on the right you will see six tabs where you can do all of your editing.

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The Marriage List - To see the Marriage List go to VIEW > MARRIAGE LIST. If you are working off of the Marriage you can edit each person or their marriage by using the buttons at the bottom of the screen. You can sort this list by MRIN, the Husband, or the Wife using the buttons at the top. If you are using Gender-Neutral Terms this will be Left Spouse and Right Spouse.

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Legacy has different views so that our users can find one that makes the most sense to them. These views are used to see your data and to navigate., however, with the exception of the Name List all data entry is done on the Individual's Information screen.

2h(click image to enlarge)

 

 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 - How to Find Help

There are a lot of different ways to find help while using the Legacy Family Tree software program. Below are seven easy ways for your to get started.

1) On every screen in Legacy there is a Help button. If you click the Help button it will take you to the appropriate location in the Help File for that topic so that you don't have to search for what you are looking for. 

1a-Help
Help with video
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2) Legacy 9 now includes the PDF version of the User's Guide. In previous versions this was a separate purchase. In your order confirmation email there are two links, one to download the program and one to download the PDF version of the User's Guide.

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3) We also have Knowledge Base articles that are searchable HERE.

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4) There are lots of Legacy videos (free) to teach you how to use the program. You can find them  HERE.

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5) We also have a Legacy Users Group mailing list where you can ask questions and get advice. You can join HERE

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6) If you are on Facebook there is a Legacy Users Group there that has over 15,000 members. You can join HERE.

Both of the Legacy Users Groups are monitored by some of the staff, beta testers, and translators.

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7) You can find shortcuts to many of the helps by either selecting the Help tab on the main toolbar or by selecting the Legacy Home tab and then looking over to the right under the Support heading.

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You can get most of your questions answered using these tools. If there is a question that you haven't been able to find the answer to, or you have a suggestion for a new feature you would like to see, you can use the email links on the Help Toolbar or the Legacy Home tab to contact us.

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 - Dead or Alive? (Beginner)

Dead or Alive?

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


Dead or Alive? (Beginner)

 We had a great question from Keith on our Legacy User Group Facebook page:

 "How do I mark someone deceased but I don't know her date of passing?"

When you enter a new person into Legacy, Legacy assumes that they are alive unless you manually mark them as deceased or you enter death information. Legacy will also automatically mark people as deceased if you have entered birth information and they are over a certain age (Options > Customize > Data Entry > Option 2.3). 

You can manually mark a person as deceased using the radio buttons on the Individual's Information screen (where you actually enter data on a person).

Living or Deceased Radio Buttons
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My personal preference is to add an estimated date of death such as Before 1972, After 1985, Between 1970 and 1996, or About 1968. This will trigger Legacy to mark the person as deceased. I only do this if I have some sort of source that leads me to this conclusion. For example, I might be looking at an obituary that says, "Preceded in death by..." This will give me a death date of "Before."  If I have two obituaries, one where the person is listed as a survivor and one that is listed as predeceasing, I can then narrow the date of death to "Between." If I don't have any source that someone is dead then they remain alive in Legacy until I do.

Why is this so important? Genealogists should be protecting the privacy of those persons that are still living so it is important to be accurate when you mark someone as deceased.



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 - Renumbering RINs and MRINs (Intermediate)

Tuesday's Tip - Renumbering RINs and MRINs (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.

Renumbering RINs and MRINs (Intermediate)

As you merge and delete people in your file there will be gaps in the RIN and MRIN numbers. This bloats your file a bit. You can compact your file by having Legacy renumber the RINs and MRINs. WARNING! WARNING! WARNING! If you use the RIN or MRIN numbers as part of your paper or electronic filing system DO NOT DO THIS. If you use TNG to manage your website DO NOT DO THIS. However, for the rest of you this is a good way to make your file a bit more efficient.

Go to Tools > Renumber RINs or MRINs. You are going to make two passes. For the first pass you are going to select "Fill all missing RINs from highest RINs (Compacts the Individual Records)" and then click Apply. For the second pass you are going to select "Fill all Missing MRINs from Highest MRINs (Compacts the Marriage Records)" and then click Apply again.

Renumber RINs dialog box
(click image to enlarge)

You can also have Legacy renumber your RINs on the fly (RINs only, not MRINs. You will need to use the above tool when you want to renumber your MRINs)

Go to Options> Customize > Data Defaults > Option 4.4

Option 4.4
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Notice that there is an (ff) which means this is a family file specific setting. In other words, if you have more than one family file you will have to do step 1 and step 2 for each one. Again, DO NOT DO THIS if you are using RINs as part of your paper or electronic filing system or if you are using TNG to manage your website.

If you import a file into Legacy you will see an option to Renumber the RINs and MRINs ("Fill all existing abandoned  RINs/MRINs" will become active if you chose the first option, Try to keep original ID numbers (RINs). 

 

Gedcom import screen
(click image to enlarge)

This is a simple way to compact your file to help it run a little more efficiently. This is also for those people (like me) who simply can't stand to see gaps in the numbers on the Name and Marriage Lists.

 

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.