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 – Using Uppercase Surnames (Beginner)

  Tuesday’s Tip – Using Uppercase Surnames (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.

Using Uppercase Surnames

Uppercase surnames are no longer considered a genealogy standard so if you have your surnames in all caps it will trigger a Potential Problems warning. However, there are many people that still prefer their surnames in uppercase. This is very easy to do in the Legacy Family Tree software.

1) Go to Options > Customize > Data Format.  Scroll to Option 3.3 and make sure it is set to Uppercase.  Click the Apply button over on the right to make sure that all of your surnames are in uppercase. Now click Save at the bottom.

Click the Options Tab then Customize
(click image to enlarge)

Option for uppercase surnames

2) Close the customization screens and go to Tools > Potential Problems.  Click the Standardization tab.  The very last entry is Surname Entered as All Caps.  Make sure this box is UNchecked. 

Potential Problems dialog box
(click image to enlarge)

Now you are good to go.

Family View
(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.

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.

 


Tuesday's Tip - Where is the xDNA chart?

  Tuesday's Tip  - Where is the xDNA chart?

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 xDNA Chart

The xDNA chart isn't a separate chart but rather it is a new color scheme.

Open Legacy Charting

XDNA-1

and choose the Half Fan Chart

XDNA-2

Now go to Appearance > Color

XDNA-7

and choose DNA X Chromosome from the drop down list. You can change the default colors in the chart if you like.
  XDNA-4

Then  under Actions choose "Apply Color Theme to Chart"

XDNA-5

Enjoy your chart!

XDNA-6

 

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 is part of the technical support team at Millennia, the makers of the Legacy Family Tree software program. With over 20 years of research experience, Michele’s passion is helping new genealogists get started on the right foot through her writings, classes and lectures. She is the former staff genealogist and weekly columnist for the McDuffie Mirror and now authors Ancestoring, a blog geared toward the beginner/intermediate researcher.


Tuesday's Tip - Label Those Tags!

  Legacy Family Tree Tuesday's Tip - Label Those Tags!

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

Label Those Tags!

Whenever you use tagging (see the numbered boxes in the image 1-9 - those are tags), make sure you go to TOOLS > ADVANCED TAGGING and label the tags so that you know what is on what tag. It is VERY easy to forget what you have tagged especially if you have multiple tags in play. If you want to see what a particular tag means, you don't have to go back to this screen, you can simply hover over that tag number in the Family View or Pedigree View. 

In the example below, Tag 1 is used to help find some of Geoff's best ancestors!

Use Advanced Tagging to Label Your Tags!


For more about advanced tagging see this article: http://support.legacyfamilytree.com/article/AA-00949/0/Tagging-Advanced-Tagging.html

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 is part of the technical support team at Millennia, the makers of the Legacy Family Tree software program. With over 20 years of research experience, Michele’s passion is helping new genealogists get started on the right foot through her writings, classes and lectures. She is the former staff genealogist and weekly columnist for the McDuffie Mirror and now authors Ancestoring, a blog geared toward the beginner/intermediate researcher.

 

 


Tuesday's Tip - Using Secret Bars

  Tuesday's Tip - Using Secret Bars in Legacy Family Tree

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

Using Secret Bars

There are some "secret" popup bars on the Family View of Legacy Family Tree. If you put your mouse cursor over certain areas this secret bar will pop up and you can then click it and it will do something. Most people find the one that allows you to scroll through a person's marriages on their own but there are more. Below are screenshots of secret bars that may be new to you.

Look for the RED arrow below in each photo to identify the location of the secret bar.

1. Rotate through husband's Spouses

Rotate through Husband's Spouses

2. Rotate through wife's Spouses

Rotate through Wife's Spouses

3. Rotate through siblings of highlight person

Rotate through siblings of highlight person

 4. Move preferred child up to main position

Move preferred child up to main position

5. Rotate through other parents of husband

Rotate through other parents of husband

6. Rotate through other parents of wife

Rotate through other parents of wife

 

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 is part of the technical support team at Millennia, the makers of the Legacy Family Tree software program. With over 20 years of research experience, Michele’s passion is helping new genealogists get started on the right foot through her writings, classes and lectures. She is the former staff genealogist and weekly columnist for the McDuffie Mirror and now authors Ancestoring, a blog geared toward the beginner/intermediate researcher.

 

 


Tuesday's Tip - Recording Unknown Names

  Tuesday's Tip - Recording Unknown Names 

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 - Recording Unknown Names

Tip Level: Advanced 

Here is a really nifty trick. Have you ever wanted to record an unknown surname?

I recommended [—?—] because that is how unknown surnames are normally handled in the National Genealogical Society Quarterly (NGSQ) but someone remarked that Legacy was hitting on that as a Potential Problem.

Here is a copy and paste from the Help File:

"If you are entering something into either the given names field or the surname to indicate that the name is currently unknown, such as [—?—], NN, or ??? or something similar, these entries will normally cause a potential problems alert. If you would like to avoid the alerts on these name entries, you can do so by creating a file called UnknownName.txt in the [My Documents]\Legacy Family Tree\_AppData folder. The file should contain two strings consisting of one or more terms separated by space between each one. The first line is for unknown names that might be found in the Given Names field and the second line pertains to the Surname field. For example:

Child ???
[—?—] NN ???

You can create this file using a text editor."

I have an 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 link only contains
[—?—]
because that is the only thing I use for unknown surnames. The Help File shows 3 variations that you are telling Legacy to skip but that is for illustrative purposes only. No matter what you choose you need to be consistent so your UnknownName.txt file should only contain one entry on the second line.

 

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 is part of the technical support team at Millennia, the makers of the Legacy Family Tree software program. With over 20 years of research experience, Michele’s passion is helping new genealogists get started on the right foot through her writings, classes and lectures. She is the former staff genealogist and weekly columnist for the McDuffie Mirror and now authors Ancestoring, a blog geared toward the beginner/intermediate researcher.


Tuesday Tip - Backup vs. Save As

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 - Backup vs. Save As


Many people get confused between the options of Saving Legacy, Backing up Legacy and using the Save As command. This overview will clarify the three commands.

Saving Legacy

Legacy saves your file on the fly. When you close your file everything has been saved. When you open Legacy, this file will open on your screen. I highly recommend you tell Legacy to do this by going to OPTIONS > CUSTOMIZE > GENERAL SETTINGS . In Option 1.2 pick the 1st or 3rd option. If you only have one file then pick the 3rd so that there is no question.

Backing Up Legacy

You should also backup your file on a regular basis. You will rarely if ever need to restore a backup. In 11 years I have only had to restore a backup one time and that is when I had a hard drive failure. You should save your backups somewhere other than your hard drive for that very reason.

Save As

There is a SAVE AS command. What this does is it saves an exact copy of your database file. There are reasons that you might do this but the average user will not/should not use this command.

Why am I telling you this? We get emails all the time from people that have been restoring backups every single time they open Legacy. We have people that use the Save As command instead of backing up. These people end up with hundreds of Legacy files on their computer and if they open the wrong one they email us in a panic because they say that all of the data they added yesterday or last week or last month is suddenly gone.

A clue that you have been doing one of the above is that you will see file names with numbers behind them in brackets or parentheses or they word "copy" in parenthesis.

When we tell people to search their entire hard drive for .fdb files (the Windows command is *.fdb) they are sometimes quite surprised by what they find.

Most people should only have two .fdb files on their computer, their working family file and the Sample file that comes with Legacy. There are people that have more than one file though, the One-Name Study people and the One-Place Study people for example. Also those people that are professional genealogists and do client work will have an .fdb file for each client. There are some people that have their side in one file and their spouse's side in another but we really don't recommend that.

 

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 is part of the technical support team at Millennia, the makers of the Legacy Family Tree software program. With over 20 years of research experience, Michele’s passion is helping new genealogists get started on the right foot through her writings, classes and lectures. She is the former staff genealogist and weekly columnist for the McDuffie Mirror and now authors Ancestoring, a blog geared toward the beginner/intermediate researcher.


Legacy Tip - Syncing with FamilySearch to Solve Brick Walls

Did you know you can sync to FamilySearch without sharing any information to FamilySearch and without downloading any information from FamilySearch to your Legacy file?

Why would you want to do this?

This is especially helpful for brick walls. You can sync your brick wall and then wait. If you see your FamilySearch arrow turn from green to red you know that someone has edited your brick wall on FamilySearch. You can then open the FamilySearch screen, click the Changes tab (probably a good idea to click Refresh) and you will see what change was made and who made it. You can message the person by clicking the Goto Person link on the main FamilySearch screen to open up FamilySearch itself.

My #1 brick wall of all time is James Simmons, Sr. of South Carolina who was born 14 August 1764. This morning I noticed that James' arrow had changed to red. Four days ago someone added a child to James. I will be emailing this person as soon as I post this!

So how do you sync without uploading any information from Legacy to FamilySearch and without downloading any information from FamilySearch to Legacy?

Easy.

All you do is you go ahead and tell Legacy that a certain person on FamilySearch is a match.

Legacy will automatically add that person's FSID number to your person in Legacy. Now click the Share Data tab. Without transferring any information in either direction click the I am Finished Sharing Data. This will reset your arrows to green-green. I just clicked my button so that James will reset to green-green again.

 

Syncing with FamilySearch

 

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 is part of the technical support team at Millennia, the makers of the Legacy Family Tree software program. With over 20 years of research experience, Michele’s passion is helping new genealogists get started on the right foot through her writings, classes and lectures. She is the former staff genealogist and weekly columnist for the McDuffie Mirror and now authors Ancestoring, a blog geared toward the beginner/intermediate researcher.