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
(click image to enlarge)

 

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
(click image to enlarge)

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.


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
(click image to enlarge)

 

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

Ancestor Options

 

Descendant Options screen
(click image to enlarge)


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
(click image to enlarge)

 

 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.

 


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
(click image to enlarge)

 

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
(click image to enlarge)

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.


Tuesday's Tip - How to Add Multiple Help Files (Intermediate)

How to Add Multiple Help Files

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

How to Add Multiple Help Files (Intermediate)

We have many users that are bilingual and they flip Legacy back and forth between languages as needed (Options > Select Language). There is an additional feature that our bilingual users might find useful that most users don't know exists. You can add multiple Help Files to Legacy in different languages.

All you have to do is install each language version that you want. You can do this using the free Standard Edition of Legacy or Legacy Deluxe. When you install another language version over what you have, the only thing that will be installed is what is missing which is the Help File.

I normally use the English version but I also installed the German version because I am bilingual. A new icon magically appears on the Help Toolbar. If I click the new icon I will get a dialog box allowing me to chose which language I want to use. I don't have to do this each time, only when I want to switch.

New Language icon
(click image to enlarge)

You can see which languages are available HERE.

WARNING! WARNING! WARNING! I know that there will be people that have never switched Legacy from one language to another that will try it out after reading this article. There is one thing that you need to be aware of. If you have customized your event sentences you will lose your custom sentences when you switch. What you need to do is make a backup before you switch, do what you need to do in the other language, switch back, and then restore your backup. 

Warning Message
(click image to enlarge)

 

If you are bilingual, I would love for you to comment which languages you use with Legacy.

 

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
(click image to enlarge)

 

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
(click image to enlarge)



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.


Tuesday's Tip - The UnknownName.txt File (Advanced)

Tuesday's Tip - The UnknownName.txt File (Advanced)

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 UnknownName.txt File (Advanced)

A question that comes up pretty often in the Legacy User Group on Facebook is how to enter unknown persons. Normally you simply leave the unknown person blank but sometimes you have some information about that person even though you don't know their name. This means you are going to have to enter something in the name field so that Legacy will allow you to enter what you know about that person. An example would be a census record that records the birth place of someone's parents but you don't know what the names of the parents are.

I use [—?—] for unknown surnames because that is how unknown surnames are normally handled in the National Genealogical Society Quarterly (NGSQ). If you use something like this Legacy is going to view it as a Potential Problem. There is way to tell Legacy to ignore this without having to turn the Potential Problems off.

You will create a simple text file named UnknownName.txt and place it in the \Documents\Legacy Family Tree\_AppData folder.

UnknownName.txt file in the Documents folder
(click image to enlarge)

You will create this file using any text editor (Windows Notepad is ideal). This text file will have only two lines. The first line is for the given names you want Legacy to ignore and the second line is for the surnames. If you have more than one given name or surname you need to separate them with a space.  For example, 

Child Infant ???
[—?—] NN ???

 

I use the UnknownName.txt file. In my file the first line is blank because I have no given names that I want Legacy to skip (I always leave the given name field blank if I don't know what it is). My second line only contains [—?—] because for consistency's sake I only want one "unknown" surname.

UnknownName.txt file
(click image to enlarge)

 
This little trick will save you some aggravation with the Potential Problems.

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 - Burial vs. Cremation (Beginner)

TT - Burial vs Cremation

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

Burial vs. Cremation (Beginner)

On the Individual's Information screen you will see the standard vital events (born, christening/baptism, died, and buried) but what do you do if your family member was cremated instead of being buried? Legacy makes it very simple to change a burial to a cremation. Click the + (plus) sign to the right of the Buried location field and then select Cremated.

Option for Cremated
(click image to enlarge)

 

Now you will see that the field name has been changed to Cremated.

Field name now Cremated
(click image to enlarge)

 

We get a lot of questions asking how to handle the scattering of ashes that occurs well after the cremation. This is similar to the question about what to do when the ashes are buried at a memorial ceremony that is held afterwards. I enter these as custom events. 

Custom event
(click image to enlarge)

 

There is one more thing that you need to do. If you create a custom event that occurs after a person's death date you will need to tell Legacy not to flag this as a Potential Problem. Go to View > Master Lists > Event Definition. Highlight the event you just created and then click the Edit button over on the right. Check the box that says Exclude from Potential Problems report. You also need to do this for other events that occur after death such as Cemetery and Obituary, if you use those.

Exclude from Potential Problems
(click image to enlarge)

 

Other programs and websites do not have this feature so if you ever export your file as a gedcom you will need to tell Legacy to pull the cremation information out of the burial field and create a cremation event.  You can see this option by going to File > Export > GEDCOM File. At the top select the Other Options tab.

Gedcom export screen
(click image to enlarge)

 

Being able to record your ancestor's information correctly is very important to us at Legacy.

 

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 - What Are Those Numbers? (Beginner)

Tuesday's Tip - What Are Those Numbers? (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.

What Are Those Numbers? (Beginner)

We get quite a few emails asking us what the numbers in the bottom right of the Family View are.

 

Num1

The H:31 means that the Husband's RIN (Record Identification Number) is 31. The M:10 means that this couple is MRIN (Marriage Record Identification Number) 10. W:200 means the Wife's RIN is 200. In the options I have selected to show RINs next to the names so that you can see that the numbers match. (If you want to see the RINs or other available numbers next to each person's name go to Options > Customize > View > Option 8.2).

If you click in any of those three squares you will get a popup menu where you can type in a RIN (or a MRIN) as a shortcut to navigate. Most people have a few numbers memorized.

Num2

The I:6 means that I can scroll through everyone that is tagged on Individual Tag 6 by using the left and right arrows. The M:1 means that I can scroll through everyone that has a Marriage Tag of 1.

Num3

If I mouse click in the middle of the Tag box it will bring up the menu so that I can change the Tag.

Num4

I use the Tag arrows all the time. I will tag a group of people then work on them one at a time. If you don't have your RINs next to the person's name you can still see them at the bottom and you can see the MRIN of the couple without having to open the Marriage screen.

 

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 - Ghost Marriages (Advanced)

  Tuesday's Tip - Ghost Marriages (Advanced)

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

Ghost Marriages (Advanced)

It is very difficult to create a "ghost marriage" in Legacy 9 but if you have imported a gedcom from another program or downloaded from a website it is very likely you picked up some ghosts. Ghosts are people that really aren't there but they are taking up space which bloats your file. To find "ghost" marriages go to View > Marriage List. The unknown-unknown marriages that you see are ghosts and need to be deleted. Make sure you are sorting by the husband or by the wife and not by MRIN so that all of the unknown-unknowns are together at the top of the list

Ghost marriages
(click image to enlarge)

Before you do anything, backup your file. 

Highlight one of the unknown-unknown marriages and then at the bottom click Options > Remove the marriage link. If there are NO children or ONLY ONE child in the box you can safely unlink by clicking Yes at the bottom which will get rid of the unknown-unknown.

Unlink from this family? dialog box
(click image to enlarge)

If there are TWO OR MORE children in the box do not remove the marriage link. If you do you will lose them as siblings. 

More than 1 child, don't delete the link
(click image to enlarge)

Notice that the MRIN for this family group is 64. On the Marriage List highlight MRIN 64 and click Edit Husband at the bottom and then Add New Husband.  Since the children had the surname of Cummings, Legacy defaults this surname in for you. This will keep the siblings linked while also getting rid of the unknown-unknown marriage.

Legacy adds the surname for you
(click image to enlarge)

Click Save and you will see that you that the ghost marriage is now a real marriage.

Ghost marriage has been converted
(click image to enlarge)

Some gedcoms will have HUNDREDS if not THOUSANDS of these. Some programs will create an unknown-unknown marriage if you simply click in the parents area but then change your mind and don't add anything. Legacy doesn't do this and that is why you won't see ghosts in a Legacy file that was created from scratch. Once you have removed all of the ghosts you will want to renumber your MRINs and run a check/repair which will compact your file making it more efficient. WARNING! WARNING! WARNING! If you use MRINs as part of your paper or electronic filing system you will NOT want to renumber them. You also don't want to renumber them if you are using something like TNG to upload your webpages. TNG is dynamic and needs the MRINs to stay the same so that any photos or documents you have uploaded won't become unlinked.

Tools > Renumber RINs or MRINs

Renumber MRINs dialog box
(click image to enlarge)

This is something that most Legacy users wouldn't know to check, especially since Legacy itself doesn't create ghosts. Now you have an additional tool for your arsenal when you need to clean up an incoming gedcom file.

 

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.