Tuesday's Tip - Importing Master Lists (Intermediate)

Importing Master Lists

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

Importing Master Lists (Intermediate)

Did you know you can import Master Lists from one Legacy file to another? This will save you oodles of data entry time. You can import everything from Locations to Events to Sources and more.

Open the Legacy file that you want to import INTO and then open any Master List, for example, View > Master List > Source. Now click Options > Import Lists

Import Lists
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Chose the Family File you want to import FROM by using the Browse button. Select the Lists that you want to import. Click Import Lists and NOT Import Defaults.

Select Your Options
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Easy peasy! There is no reason for you to re-enter all of this information when it is readily available for you to import from file to file. You can even restrict which locations and sources are imported by tagging the pertinent ones in your source file first. 

Legacy has many time saving features built in so that you can spend more time doing actual research.

 

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 - Ahnentafel Numbers (Beginner)

Ahnentafel Numbers

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

Ahnentafel Numbers (Beginner)

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

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

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

Here is a screenshot from my file:

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

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

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

 

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

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

 

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

 


Tuesday's Tip - Merging Files (Advanced)

Tuesday's Tip - Merging 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. 

Merging Files (Advanced)

Before you get started you need to: 

  • Check for broken media links in both files (or in all files if you are merging together more than 2). It is better to deal with this now rather than later
  • Do a check/repair on both (all) files
  • Backup both (all) files

Now create a new, empty Legacy file (File > New). Make sure you give this file a distinct name so you know exactly what is in it, something like, Jim and Michele's Combined File.

Now import the files you want to merge one at a time into this new file (File > Import > Legacy Family File). Each time you will get a message asking if you want to create a new file or import into the existing file. You want to import into the existing file. 

After each import Legacy will probably take you directly to the Merge screen. For now just exit out of that until you have all of the files imported.  When you have finished importing the files you will want to check for broken media links, check/repair the file, and then backup this file.

Now you will want to go through the Merge process. Make sure that you have read everything there is to read about merging in the Help File and in the Legacy User Guide. When it comes to merging, it is always a good idea to turn on the auto backup features in the Options Menu (Option 12.5). Here are a couple of tips: 

  • Start by using the Legacy defaults for the merge. You can adjust this later based on how the merge is going
  • Always run the AutoMerge as the first step. I like to run it three times in a row just to make sure. This will save you a lot of time if you have any exact duplicates (Tools > Merge Duplicates > Find Duplicates > Special Duplicate Searches > Use Intellishare to AutoMerge...)
  • Make sure to take advantage of Options > Mark this pair as not duplicates as you are going through the merge process so that you don't see those pairs again
  • On the same Options menu you have the ability to tag either or both of the possible duplicates flagging them as needing further investigation without delaying your current merge process
  • Don't forget to look at all of the tabs that have asterisks to compare info
  • Don't forget that the person on the LEFT is retained and the person on the right is deleted
  • It is NORMAL for your duplicate count to go up as you are merging. Legacy is constantly reevaluating the data
  • If you exit during a merge you will be asked if you want to Save Your Current Position. This answer to this is Yes. It is always a good idea to complete a merge pass through before starting a new merge

Splitting and merging files can be a bit scary but as long as you remember to backup everything before you get started you can always go back to square one if you need to.

 

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 - Internal Hyperlinks (Intermediate)

Internal Hyperlinks

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

Internal Hyperlinks (Intermediate)

Let's say you have an electronic file folder full of documents for one of your ancestors but you don't want to have to manually link to all of those documents in the person'a Media Gallery. You can create an internal hyperlink to the folder itself which will then open up showing what all you have. 

When I submitted my DAR application for Reuben Radford I had several individual documents as well as a zip file of images. I can link to the FOLDER that contains these documents and images instead of doing it one file at a time.

Open the person's Media Gallery and select Add Media > Internet Website

Add Media > Internet Website
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Instead of typing in a Website URL, I am going to add the file path to the folder

File Path
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After you click OK you will now have this

Media Gallery
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Now double click the URL icon and you will see a list of documents inside of that file folder. All of these are hot links that will open the documents.

File Directory
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I even have a shortcut way for you to capture the entire file path to the folder without having to type it. Navigate to the folder in Windows:

Windows Explorer
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Notice that the file path to the folder is now condensed and highlighted. You can use the Windows shortcut to copy this file path and then you can paste it into the URL box in the Media Gallery (CTRL-C, CTRL-V)

Windows Shortcut
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For those computer gurus out there you will notice that this is the exact same thing Legacy does when it generates webpages for you to preview in your browser. That's why you can send a zip file of webpages to a family member or fellow researcher and they will be able to view the files as an interactive "webpage" even though they are not connected to the internet. It is using a system of internal hyperlinks to files that are on your computer.

This is a little Easter Egg that isn't detailed in the Help File. I hope you find it useful.

 

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 - Changing Languages (Intermediate)

Changing Languages

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

Changing Languages (Intermediate)

Legacy is available is 18 languages. There are several more in development. To see them go to Options > Select  Language:

Options > Select Language
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Switching languages here will switch the entire interface. It will NOT translate any data that you have inputted. 

WARNING! WARNING! WARNING! If you switch languages will lose any custom Event Definition Sentences that you have added. You will get a warning message about this when you switch. If you need to switch but don't wan't to lose your custom sentences, create a COPY of your file, switch using the copy and do what you need to do there.  

Warning Message
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I have switched Legacy to German. You will see that the Toolbar and all of the labels are now in German. 

Legacy in German
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If you are bilingual you can also add the additional help files you need.  HERE are the instructions.

The ability to switch the Legacy interface between languages is nice if you are bilingual but if you are only wanting to generate reports and charts in another language there is an easier way.  All of the Legacy Chart Reports, the Questionnaire Report, and Legacy Charting can be switched from language to language. You might want to do this if you are corresponding with someone in another country and you want to send them a report in their own language. You can also generate blank reports and questionnaires for their input. 

Chart Reports
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Interview Report
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Legacy Charting
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For the other available reports you will need to switch the interface. Again, if you have custom Event Definition Sentences, create a COPY of your file, use the copy to switch to the language you need, and then create your reports.

 

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 - Hashtagging a Group of People (Intermediate)

Hashtagging a Group of People

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

Hashtagging a Group of People (Intermediate)

Legacy user J'Anette asked a great question in the Legacy User Facebook Group

How do I add the same hashtag to a line of descendants? at the same time?

In the Family View, navigate to the person you want to use as the anchor and then go to Tools > Advanced Tagging. Since this person was already highlighted, his/her name is already in the box. You can still change it from this screen if you like. By the way, if you look at my Tag labels can you guess what I have been working on?

Advanced Tagging
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I am going to tag all of James's descendants on Tag 9. For additional information on how to do this please see A Tagging Tip.

James's descendants on Tag 9
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Close out the Advanced Tagging screen and go to Search > Find > Detailed Search. Here is the criteria you will use:

Search > Find
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And here is my Search List:

Search List
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Now click Options > Add Hashtag to Everyone in List

Add Hashtag to Everyone in List
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That will bring up the Select Hashtags dialog box and you can add a new one. 

Add a Hashtag dialog box
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Once you have added it, it will show up on your list of Hashtags and it will be highlighted. Now click the Assign button.

Assign Hashtags
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Now go to View > Master Lists > Hashtags and you will see that everyone on the Search List has been hashtagged.

Master Hashtag List
(click image to enlarge)

 

You can do this for ANY Search List for unlimited possibilities!

 

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 - Sharing Your Data (Intermediate)

Sharing You Data

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

Sharing Your Data (Intermediate)

By now you already know how to share your data with your family and other researchers using Legacy reports and charts. Legacy's reports have more custom settings than any other program I have seen and with Legacy Charting  you can produce eye catching charts in many styles. 

However, there are other ways you can share your data that are a little more advanced.

GEDCOMs
If your family member or relative is a family historian but doesn't use Legacy you can export your Legacy File as a gedcom which any program can open. Go to File > Export > Gedcom File and make sure you click the Help button on this screen because there are many options when exporting your data.

Exporting a Legacy File
If the person you are working with does use Legacy all you need to do is send them a backup of your file OR if you want to limit your file using Tagging or Focus Group, and/or you want to exclude some things (privacy), you can go to File > Export > Legacy Family File

Uploading a GEDCOM to a "tree" site
You can upload your gedcom to a website such as MyHeritage. Again, don't forget to look at all of the export options. The Legacy and MyHeritage programmers are working on a direct sync which will make this process much simpler.

Collaborative trees
Geni and FamilySearch's Family Tree are two examples of collaborate trees. You can't upload gedcom's here* but you will only need to hand enter a few people and then you will be able to link your line into the tree. Legacy has a direct sync to FamilySearch's Family Tree which makes this process much easier. Read more information about it. 

Your own web site
If you have web space on a hosting site you can create web pages in Legacy and then upload them using one of the free FTP clients. We use and recommend FileZilla. Working with web pages in Legacy is very much like working with reports. On the main toolbar/ribbon click Internet and you will see the five styles of web pages you can choose from. Make sure you click the Help button on these screens so that you will understand all of the options.

The Next Generation of Genealogy Sitebuilding (TNG)
The Next Generation
is a 3rd party program that will create dynamic web pages from your gedcom. There are a lot of One-Name Study researchers that use Legacy and the Guild of One-Name Studies uses TNG for all of their member web pages. For more information about One-Name Studies you can watch Kirsty Gray's webinar, Are You a GOON? What is a One-Name Study and Why Do One?

Create dynamic offline web pages
This is one of the more fun ways. You can create web pages in Legacy and then email the web pages folder to another researcher or family member and they can browse through your "web page" without ever accessing the internet. When you create web pages, you will see a folder in this file path, \Documents\Legacy Family Tree\web\NAME OF YOUR WEBPAGES. For example, \Documents\Legacy Family Tree\web\Michele.  All I have to do is send the Michele folder to the person (email, via cloud storage, CD, whatever you want to do). That person need only open the folder and double click on the Index.htm file. This will open in a web browser (you do not have to connected to the internet) and they will be able to navigate it just like if it was a web page. If the folder is large, you can send it to them as a zip file. Right click the folder and select Send to > Compressed (Zipped) Folder. They will need to unzip on their end.

 * You actually can upload a gedcom to the FamilyTree but I don't recommend it. FamilySearch will make you address all of the possible duplicates on every person you upload. There is another area on FamilySearch that is not part of the collaborative tree called the Pedigree Resource File where you can upload gedcoms.

I have to mention privacy. Whenever you share your data with anyone, in any fashion, you must be mindful of the sensitive data in your file. You should never share data about living people without their express permission. There may also be other private information in your file that is better not distributed. All of our reports, charts, gedcoms, export Legacy files, and web pages have Privacy Options. For more information read Legacy 101 - Privacy.

After you have done all of this hard work on your family you will want to get it out in the public for others to enjoy. Legacy gives you several options to be able to do this.

 

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 - Color Coding Gender (Beginner)

Color Coding Gender

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

Color Coding Gender (Beginner)

I love color and I try to use it to my advantage whenever I can. One of the things I have done in my Legacy file is I have added colors to the three genders. Males are blue, females are pink, and those persons with an unknown gender are green. You can change these to whatever colors you like and here's how.

Select the Options tab on the main ribbon/toolbar and then select Change Colors.

Options > Change Colors
(click image to enlarge)

 

Set Color Scheme box will pop up but for this task you don’t need it. All you need to do is mouse click anywhere in the children’s list and the Set Child Colors box will appear.  This is the box where you can change the gender colors and you can see how I have mine set in the screenshot. Just click the Set Text Color for each gender. If you want to get fancy, you can also change the background colors and make them gradient. When you are done click Save and then Close.

Set Child Colors
(click image to enlarge)

 

You will be able to see these colors in the Children's List

Children's List
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On the Pedigree View

Pedigree View
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On the Descendant View

Descendant View
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On the Name List

Name List
(click image to enlarge)

 

And on Search Lists.

Search List
(click image to enlarge)

 

Every so often I will change up my entire Legacy color scheme just for fun. I change my gender colors to better match the overall theme so you might see something completely different the next time I do screenshots.

 

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 - Finding and Fixing Broken Media Links (Intermediate)

Finding and Fixing Broken Media Links

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

Finding and Fixing Broken Media Links (Intermediate)

Being able to link to media from within Legacy is a great way to bring life to your family file. Sometimes, however, one or more of the links to the media files gets broken. Legacy has a way for you to find these broken links and fix them.

Tools > Media Relinker is available in both the free Standard version of Legacy and Legacy Deluxe, Version 8 and later.

Tools > Media Relinker
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Here is what you want to see: 

No broken links
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If you have broken links, this is what you will see instead:

View log file
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You will want to say Yes here so that you can see the names of the files and where they are supposed to be attached in case Legacy can't automatically relink your media. The log file has the information you need to relink manually. This screenshot comes from Cathy Pinner, one of our lead beta testers. She posted this on our Legacy User Group Facebook Page in response to several questions about the Media Relinker.  

Example log file
(click image to enlarge)

 

Legacy's Media Relinker will try to relink the media automatically. Select Relink My Media

Relink My Media button
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Before you get started, you can click the Drives to Search button if you have a partitioned drive or are using an external hard drive. You can select more than one drive. The default is set to the C: drive.

Drives to Search button
(click image to enlarge)

 

Legacy will look for the file names. It will have no problem finding the files if they have only been moved. However, if you have RENAMED the files Legacy will not be able to find them. If you ever need to rename an image file please use Tools > Picture Center so that your links do not break. This method only works with image files. If you need to rename a PDF or other non image file, you will need to manually relink it. If you are using Windows 10 and the Media Relinker hangs, please see THIS ARTICLE for the fix. 

If it finds more than one file with the exact same name it will ask you which one is correct. Notice that I have 36 files on my computer with the very same name so Legacy wants me to choose which one I want to relink to. I also have the option of telling Legacy that all of the unlinked files are in the same file hierarchy. If this is the case, this will save you a ton of time. It is always a good idea to give each of your media files a unique file name so that you don't have to deal with this problem.

Multiple files found
(click image to enlarge)

 

If you have to manually relink a file because Legacy can't find it, use the log file that was generated. Go to each Media Gallery that has a broken link one at a time. This is what you will see:

Manually relink file
(click image to enlarge)

 

You will want to select Browse for the File Yourself and then use the Windows dialog box to find the correct one. When you have selected the correct file, Legacy will ask you to confirm.

This is one of those things that you will want to stay on top of. I always check for broken links before I backup my file and I backup my file every day that I am doing research. 

 

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 - Media Files (Intermediate)

Media 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.

Media Files 

We get a lot of questions about the right way to handle media in Legacy. Here are a few tips that will help you keep everything running smoothly.

  • It is a good idea to keep all of your Media in a single folder (sub-folders within this folder are perfectly okay). What you don't want is your media scattered all over your hard drive. It is also okay to have separate main media folders for each family file you have, if you have more than one.

  • You do not have to use the Legacy default folder, The default folder is \Documents\Legacy Family Tree\Media. If you use another folder then simply tell Legacy where it is in Options > Customize > 6. Locations > Option 6.2. Notice that Option 6.2 has a (ff) behind it. This means it is Family File specific and that is why it is okay to have separate media folders for multiple family files. You can keep your media on another drive, partitioned or external hard drive, or on cloud storage. Again, all you have to do is let Legacy know where the media files are. If you are using Cloud storage be aware that your media is actually in the LOCAL cloud storage folder on your hard drive. This folder will automatically sync to the cloud service.

  • Windows imposes a 260 character limit on file paths which include the drive letter and any spaces. You can read all about Windows file paths HERE. Here is my base file path, C:\Users\Michele\Documents\Legacy Family Tree\Media\ I have already used 52 characters. For those people that have a complex system of subfolders and/or file names you can easily get up to the Windows limit. If you are in that position, you might want to put your main media folder directly on the C: drive like this... C:\Media\ I am now down to 9 characters for my base path.

  • You do not want to have media files that have the same name, for example, 50 files named deathcertificate.jpg. A lot of people do this and think it is okay because they have all of these files in different sub-folders. This is not a good idea. Every file should have a unique name. You will thank me if you ever had to re-link your media.  
  • If you need to rename an image file do it from within the Picture Center (Tools > Picture Center) so that you don't lose your media link. Right now this only works for image files. If you rename a .pdf or other type of non image file you will need to manually re-link it.

  • When you link a file please select the correct file type from the drop down menu (.jpg = picture, .pdf = document, .wav = sound, etc.)

  • When working with images, please take a look at this excellent article that Jim Terry wrote.

  • Run the Media Relinker (Tools > Media Relinker) periodically just to make sure everything is okay with your Media files. I always do a Check/Repair and run the Media Relinker before I backup my file.

I hope this information will help you keep your media organized and linked.

 

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.