Tuesday's Tip - Printing a Duplicates List

Tuesday's Tip - Printing a Duplicates List
 

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

Printing a Duplicates List and some other options

A lot of people overlook the fact that you can print the possible duplicates list. The reason it is overlooked is that the print option is BEFORE you actually run the Find Duplicates routine.

Go to TOOLS > MERGE DUPLICATES > FIND DUPLICATES

This is where the Print option is. If you click PRINT it will run the routine and then give you option to print the report. Most people will click CONTINUE and then find that they can't print a report from the Merge screen.

Another thing that is overlooked is that on this same screen (where Continue and Print are) there is an OPTIONS button. There are some powerful options here :) You can restrict the Find Duplicates routine to your current search list, you can restrict it to tagged individuals and you can tag the output from running the Find Duplicates routine.

  Legacy Family Tree -  TOOLS > MERGE DUPLICATES > FIND DUPLICATES

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 - The Relationship Chart

  Tuesday's Tip - The Relationship 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.

My new favorite chart - the Relationship Chart

I have lots of favorite charts depending on what I am doing at any moment. 

I just looked on AncestryDNA and I have a brand new 2nd cousin match so I contacted her. This happens to be someone that is interested in her DNA and family history but isn't a genealogist so she was having a hard time visualizing our connection. As soon as she told me who her parents and grandparents were I knew where she belonged.

A picture is worth a thousand words so I added her and her parents (I already had her grandparents) to Legacy. I was then able to go to TOOLS > RELATIONSHIP and then I put myself in the left box and her in the right box. I finished the process by pressing PRINT.

I set up the report to look nice with minimal info so that it wouldn't be overwhelming and then I sent it to a PDF. I sent her the chart and she was so appreciative.  Not 15 minutes later someone contacted me about a match on Family Tree DNA. After a few questions back and forth he turned out to be a third cousin, once removed. Yup, I generated a chart for him and sent it to him.

I generated one for my dad and his first cousin Bobbie Joyce to give you an idea. The chart has the relationship between the two at the top and their grandparents are labeled as the "common ancestor." The direct line connection is in bold. This chart is so easy to understand even for the lay genealogist. 

Give it a try and share it with someone in your family!

 

Tuesday's Tip - The Relationship Chart

 

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 - FamilySearch Images

  TT - FamilySearch Images


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 Images

By now everyone knows that FamilySearch has a plethora of records online but did you know that there are a lot more records online that you can't readily see? If you just do a search on the Documents page you will miss them. If you do a search in the FHL card catalog you might just luck up and find a record set that has a link to images but since it hasn't yet been pulled into the indexing project you will not seen them in the list of records.

For example, take a look at this -Deeds, 1786-1865; index to deeds, 1786-1913, Greenville County (South Carolina). Register of Mesne Conveyance.

https://familysearch.org/search/catalog/472237?availability=Family%20History%20Library

Scroll down on this page and the microfilms that have cameras next to them are accessible online as images. Click the camera and you will be taken right to the online images of the roll of microfilm.

FamilySearch-cameraicon

 

Index to deeds, 1786-1913, Greenville County (South Carolina). Register of Mesne Conveyance on FamilySearch
Index to deeds, 1786-1913, Greenville County (South Carolina). Register of Mesne Conveyance on 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.

 

 


Tuesday's Tip - Adding URLs to the Media Gallery

  Adding URLs to the Media Gallery


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

Adding URLs

For some reason people overlook the option to add URLs to the Media Gallery. I just added two and that is what made me think about it. These are two self-published books on FamilySearch Books that I wanted to have quick access to. These genealogies are of related lines and I am in the middle of a huge yDNA project. I am trying to attack the problem from all angles.

If I open the Media Gallery and simply double click the icon the website will launch in Google Chrome (the browser I have set in Legacy). There is a Launch Browser button on the entry screen but that is more for testing the link. You don't need to open this screen to open the URL.

I added a Simmons yDNA event and added the media there so that I could attach the event/URLs to the principles in the study. I have a few more URLs to add first and then I will share the event. I am usually more of a copy and paste events kind of girl but in this case I am pretty sure I will be updating this event with more references so sharing makes more sense. If I copy and paste I would have to update all of them.

  Urls

 

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 - Source Citations

  TT - 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.

Source Citations

Some people get overwhelmed and stressed out when it comes to citing their sources. If you know WHY you are citing a source it will make more sense to you. There are two reasons why you cite your sources.

1) You should craft your citation so that anyone coming behind you has the information they need to be able to find the source for themselves.

2) Your citation needs to contain the information other researchers needs to have to be able to weigh the evidence. It will also help YOU weigh your evidence.

The second one actually hangs more people up. For example, I need to know if you looked at the original document in a courthouse or if you looked at the document on microfilm, or if you read a transcription of the document online or if you read an abstract of the document in a book, etc. Knowing exactly what you used as a source gives me the information I need so that I can weigh your evidence.

The first two chapters in Elizabeth Shown Mills' book Evidence Explained will help you understand both concepts ("Fundamentals of Evidence Analysis" and "Fundamentals of Citation"). The book goes on to give countless examples of all of the different types of sources you will encounter making it very easy to figure out what you need to record in your citation but it is still very important to understand the rationale behind it (those first two chapters). Legacy's SourceWriter templates are based on the examples in Ms. Mills' book. It is a shortcut to getting consistent citations that contain the needed information.

The biggest challenge is figuring out which template to use. If you are looking at an online index of births you would not choose the birth certificates template because you are not looking at birth certificates. We get a lot of questions from people who are at a loss on how to fill out the fields because they don't have the information that goes in those fields. It is because they are using the wrong template for that source.

Having said that, you might have a choice between two templates based on where you want the emphasis (which piece of information comes first in the citation) and you might want to fill out the fields in a certain way to get the citation to read out the way you want. Understanding the hows and whys of putting together the citation will help you make those decisions. Crafting a good citation is an art.

I highly recommend Ms. Mills' book. It is an investment in your education. Please don't make the mistake of skipping those first two chapters. There is also an Evidence Explained website and an active forum where you can ask citation specific questions. There are a lot of very helpful articles on the webpage you can read with real life examples. https://www.evidenceexplained.com/

Geoff did an excellent webinar on Legacy's SourceWriter templates that will answer your questions specific to how the SourceWriter templates work. Sources and Citations Made Simple, Standard and Powerful. You don't want to miss this one and it is FREE. http://familytreewebinars.com/download.php?webinar_id=201
 
Citing your sources should not be stressful.
 
  Source Citations


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 - Standardizing Family Info

  TT - Standardizing Family Info


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

Standardizing Family Information

There have been a lot of posts lately about how to format names, locations and dates as well how to go through and get everything standardized and consistent. There are two resources I want to tell you about.

1) Free webinar and handout from Geoff, "Improving Your Use of New FamilySearch: Data Cleanup Strategies." New FamilySearch was the predecessor to FamilySearch's Family Tree. The screenshots are from Legacy 7.5 but the principles are the same and everything Geoff shows you in the video you can do in Legacy 8. http://familytreewebinars.com/download.php?webinar_id=57

2) Getting it Right by Mary Slawson. Mary is in the process of updating this book and I am really looking forward to it. She is a Legacy user and all the screenshots in her book are from Legacy. It is out of print but you should be able to find it. What I like is that she addresses a lot of unusual data entry situations, things like Native American names, patronymics, peerage, farm names, etc.

Tuesday's Tip - Standardizing Family Info

 

Try these two resources first, and then if you still have questions about standardization, come pose them in the Legacy Facebook Group.

 

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 - Endless Loops

  TT - Endless Loops


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

Endless Loops

There are two kinds of endless loops, one that you should avoid and one that you can't avoid.

If you import a gedcom or download directly from FamilySearch you risk picking up an endless loop. Basically, you are inheriting other people's mistakes. This kind of endless loop is when a person is linked as their own father or son or their father is also linked as their son, that sort of thing. Endless loops can cause problems when you are using the Relationship calculator or you are generating a report.

The other kind of endless loop you can't avoid. You will see this kind of endless loop in royal family lines and sometimes in isolated communities. This occurs when you have people marrying people that are very closely related to them. This is a little different than the first example since these people will not be linked to themselves but these close links can still cause problems.

Sometimes endless loops will be reported to you on a check/repair error log but there is another way to check for them.

Go to REPORTS > CHART REPORTS > ANCESTOR CHART.

Set it to 250 generations (the max). Put yourself as the anchor person. If there are any endless loops (of either variety) in your direct line you will be notified with a dialog box. Make note of the RIN numbers of every endless loop encountered and then you can investigate them further. If it is a simple linking error you will want to correct it. If it is a legitimate endless loop (Princess Marigold married her brother Beauregard in 1346 in order to keep her family's land within the family) then you won't be able to fix it but you do want to be aware of it. If the chart generates without this dialog box you have no endless loops in that line. Remember that this only checks one direct line. You will have to change your anchor person to check other lines.

We have a comprehensive article in our Knowledge Base that covers many different relationship issues in addition to endless loops.

http://support.legacyfamilytree.com/article/AA-00344/0

  DupSpouse-DiffRIN

 

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 - Quick Look

  Tuesday's Tip - Quick Look

 

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

Quick Look

Here is a feature that you might not know about. If you have individual pictures showing on the Family View/Pedigree View you can click the picture itself to get a "Quick Look."

 

Karl

 

You will see the photo at full size along with the Caption, Date, and Notes. It is a nice way to take a closer look at a photo without having to open the Media Gallery.

By the way, the very handsome fellow in the photo is my grandfather. He died shortly after being released from a Polish prisoner of war camp during World War II.

Karl August Weichert abt 1920

 

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 - A gem "hidden" in the Help File

TT - A gem -hidden- in the Help File

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 gem "hidden" in the Help File

Well, it really isn't hidden but most people wouldn't think to look for it. If you want to merge two files then you will want to read this first. Go to the Help File and type in the word Merging. You will see two entries.
Merging Family Files - Best Practices
Merging Family Files - Best Practices Summary

The summary list makes a great checklist and the regular best practices entry contain the step by step instructions.

When you get to the part where you need to actually merge individual people, you will want to go back to the Help File and type in the words How to. Now click on Merge Duplicate Individuals. There are a couple of links on this pages that you will want to read.
Merging
Merging Records (especially this one)

Now type the word Merge into the Help Index.
Merge Options
Additional Merge Options

Gem-merging1

Knowing what all of the options on the Merge screen actually do will give you better results.

It is VERY important that you understand how merging works before you try to do it because it can really mess up your file if you don't know what you are doing. That is why it is also VERY important you make a backup before you get started. Legacy will also make an automatic backup for you if you have this selected in the Options menu. This will give you an Undo Merge button on the main toolbar/ribbon if you make a mistake.

Options > Customize > 12. Other Settings
Option 12.5 Message Boxes
Turn on or off Optional Reminder Messages
Prompts/Reminders tab
Prompt to do an automatic backup before merging

Gem-merging2

 

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 - How to Make a Suggestion

Tuesday's Tip - How to Make a Suggestion

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 make a suggestion

We are always looking for ways to improve Legacy Family Tree both by tweaking what is already there and by adding new features that the customers want. We have a system in place to handle the suggestions that come in but before you send us your ideas here are some things you need to know.

1) Make sure that what you are wanting to do isn't already available in Legacy. Many of the suggestions Sherry gets are from people that don't realize that what they want is already there. By the way, Sherry is the tech that handles all of the incoming suggestions.

2) The programmers see every suggestion that is sent in and they consider them all but be aware that some things are just not possible programming-wise or they are not feasible for some other reason.

3) New features aren't normally implemented until there is a new version of Legacy. Updates to the current version will be for bug fixes and MINOR enhancements only.

4) If you want to send us a suggestion it is important you send it to us the right way so that it gets logged into our tracking system. You can do this right through the program. On the Legacy Home tab over on the right under the Support heading you will see the link to Make a Suggestion. You can also do it from within the program by clicking the HELP tab on the main ribbon and then select Request a Feature. You can also access the form directly here http://www.legacyfamilytree.com/Suggest.asp

5) Did you know that even the staff and beta testers send in their suggestions using this form? It is very important to get the suggestions into the tracking system. Sherry keeps everything organized making it easy for the programmers to see what is there.

6) Posting your suggestions here or on the Legacy User's Group email list or sending them into the main support queue (support@legacyfamilytree.com) will only get you a link to the support form so that you can submit it the right way. 

7) If you have a screenshot or some sort of file that will make your request more understandable please let Sherry know. You can't attach files to the suggestion form itself but if you tell Sherry you have a screenshot that explains what you are asking for she will email you back and you will be able to attach the screenshot to that email.

 

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.