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.


Tuesday's Tip - Some Hints about Media Files

  TT - Hints about 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.

Some hints about Media Files

Media files can be attached to your trees in Legacy. Media files are photo images such as jpg files. They can also be document files like MS Word. Or the can be pdf, sound or video files. You'll get the most out of your media files if you follow these "best practices."

1) It is a good idea to keep all of your Media in a single folder (subfolders 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.

2) 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 your family files if you have more than one family file. 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.

3) Windows imposes a 260 character limit on file paths (you can read all about Windows file paths here https://msdn.microsoft.com/en-us/library/windows/desktop/aa365247(v=vs.85).aspx. 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.

4) 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 subfolders. This is not a good idea. Every file should have a unique name.

5) Run the Media Relinker periodically just to make sure everything is okay with your Media files.

6) If you need to rename an image file, do it from within the Picture Center so that you don't lose your media link. Right now this only works for image files. There is a suggestion in the offical queue for the programmers to consider to change the Picture Center to a Media Center so that you can work with other types of files using this tool. For now you when you rename a .pdf or other type of non image file you will need to then manually relink it.

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

8) When working with images specifically, please take a look at this excellent article that Jim Terry (tech support) wrote http://support.legacyfamilytree.com/article/AA-00924

 

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 - Why add an unlinked individual?

  Why add an unlinked individual 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.

Why add an unlinked individual?

Right now, most of the people in your Legacy Family Tree database are probably linked to you. Another way to say it is that they are all related to you in some way no matter how distant. Sometimes you need to add someone to your database who isn't related to you - or at least you can't figure out how - yet!  In a case like this you can add an unlinked individual in Legacy.

I've been working on my personal file and I have a perfect example of why you would want to add an unlinked individual.

I am looking at the civil registry books on the Köln Archives website. I am trying to find the marriage certificate and the death certificate of Catharina (Müller) Bodenheim because I do not know who her parents are. Her parents should be listed on both of these documents (Germans are thorough).

Bodenheim isn't a common name in Köln so every one I run across is of interest to me. I have found a couple of people already that were known to me but I didn't have their documents (now I do), but I just found this death certificate...

Friedrich Adolf Bodenheim born 17 Jan 1888 and died 29 Jun 1943. His parents are listed as Theodor Bodenheim and Sophia (Kröll) Bodenheim. He is listed as being widowed with his wife being Anna Sophia (Hövel) Bodenheim. All of this on one document!

 

New unlinked individual in Legacy Family Tree
New unlinked individual in Legacy Family Tree

 
There is no way I am going to pass this information up. Friedrich has to be related somehow but I have no idea how yet.

All I have to do is go to ADD > ADD UNLINKED > ADD MALE to add Friedrich. I will then link his parents and his wife to him and he will be a little mini tree in my file. His little mini tree will be completely sourced and the death certificate will be attached to his death field. In the meantime, if I find more documents for his family I can continue to grow his little mini tree. One day I will figure out who he is and then it is a simple matter of linking him to where he belongs.

By the way, what do you think my next move will be? I will connect to FamilySearch and see if my new friend Friedrich is there and if not I will add him (he wasn't so I did). If he had been there I might have gotten a clue as to how he fits in. Now that I have added him I will know if anyone manipulates him in anyway because my green arrow will turn red.

 

Friedrich Adolf Bodenheim viewed in Legacy's FamilySearch screen
Friedrich Adolf Bodenheim viewed in Legacy's FamilySearch 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 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 - Don't Forget about the Legacy Home Tab

  Don't forget about the Legacy Home Tab

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 - Don't Forget about the Legacy Home Tab

There is a lot of great stuff on the Legacy Home tab which you will find all the way to the left when you first open Legacy. It's like your dashboard for news and information.

The first section, Legacy News, gives you hot links to all of our articles. You won't just find Legacy announcements here but also general genealogy articles on things like educational opportunities, methodology and new resources you might be interested in. If you click the words LEGACY NEWS it is a hot link to the Newsletter/Blog itself. There is a SUBMIT NEWS button where you can send in things you think Geoff and Marian might be interested in for the Newsletter/Blog.

  Legacy Home Tab with announcements, to-do and reminder dates

Depending on what you have selected in Options > Customize > Launch, when you click on one of the news items either the article will open in the internal browser or an external browser. If you are using Legacy's internal browser then you will be able to use the icons right above the words LEGACY NEWS. The buttons are Home, Back, Forward, Refresh and Close. You can also allow or block popups. If you are using an external browser you will use the controls on that browser window.

The second section shows your To-Do Tasks that are approaching their Reminder Dates and those that are now overdue (ouch!) You can access these specific tasks as well as your entire To-Do List right from here.

 The third section are your Birthday, Death and Anniversary Reminders. You can see at a glance what important events are coming up. On each person's Individual Information screen and on their Marriage screen there are check boxes for these reminders. You pick and choose who you want to be on this list. You definitely don't want to forget your mom's birthday.

The fourth section is Statistics. This is a quick peek at your file. If you want to see more detailed information all you have to do is to go FILE > FILE PROPERTIES.

Legacy Statistics on Home Tab

The fifth section is Update. You can see at a glance what build you are using and if there is a new update available. If you are using Legacy Deluxe you can update right from here. If you are using Legacy Standard you will need to download the update from our website.http://www.legacyfamilytree.com/DownloadUpdate.asp

The last section is Support. If you have a question or a problem this is the first place you want to go. There are links to all of our training and technical support help. You can also send us suggestions for features you would like to see in future versions of Legacy.

There is an OPTIONS button in the upper right corner. When you click it you will see
Options
Zoom
Check the Internet Now

When you click Options there are two tabs Internet Options and Reminder Options. Under Internet Options most people will have the first option checked but if you have dial-up you will want to select the second option. Reminder Options gives you control over how many days in advanced you want to see To-Do Reminders and Birthday/Death/Anniversary Reminders. The default is 2 weeks. You can also restrict which reminders you see.

Zoom controls your font size for this page. Most of the time you will just leave this on automatic.

Check the Internet Now will refresh the page.

Think of the Legacy Home tab as your Command Center!!

 

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 - Stripping a Gedcom File for DNA Purposes

  Stripping a Gedcom File for DNA purposes

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

Stripping a Gedcom File for DNA Purposes

In last week's Tuesday's Tip we talked about "Keeping Track of DNA Contacts in Legacy." This week we're doing the reverse by discussing the export of Legacy data for DNA purposes.

I needed to upload new gedcom files for 23andMe, FTDNA, Ancestry and GEDMatch today. I needed to do this for myself, my mother and my uncle.

When I upload a gedcom for DNA I strip it of everything except Births, Marriages, and Deaths (BMD). I export the direct line ancestors, siblings of the direct line and the spouses. Setting this up can take some time but there is a nifty little trick. On the EXPORT ITEMS screen there are two handy buttons, SAVE LIST and LOAD LIST. I set up the options exactly like I need for my DNA export and then I click SAVE LIST. I named the settings file "Stripped gedcom for DNA.gl8" You want to give your custom settings a descriptive name in case you save multiple sets of settings. In the screenshot you can see that I have checked all of the boxes excluding all of those items and in the "Export these items" box I have used the "Remove" button to take everything out of there except the BMD info.

Don't forget the Privacy Options button to either exclude living people or change their name to Living.

HINT: You will want the anchor person's name to show up (the person that took the DNA test) but you don't any additional personal information to upload. You can do this two ways. You can kill yourself off (figuratively speaking by entering a death date) and then remove the BMD info from the gedcom or you can let it print LIVING for yourself and simple go into the gedcom and change the name.

This requires you to open the gedcom in Notepad and make the edits there which is a bit of an advanced skill. To make it easier, you can kill yourself off (so that your name will export) and then temporarily put privacy brackets around the BMD info you don't want to be made public.

BMD = Births, Marriages, and Deaths.

Stripping image for DNA Purposes

 

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 - Keeping Track of DNA Contacts in Legacy

  Keeping Track of DNA Contacts in Legacy

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

Keeping Track of DNA Contacts in Legacy

Did you know that you can keep track of contact information for living relatives in Legacy Family Tree? With a little creativity you can also keep track of cousins who are DNA matches. 

DNA is a big thing these days and you will talking to more and more distant relatives that are shared matches. It is important that you have a way to record all of the person's contact info as well as some notes about the connection. Legacy can do that!

All you need to do is make sure that the person is in your database. You know they are related (shared DNA) but even if you don't know how yet you can add them as an unlinked individual. Click on the Address icon, the one on the main Individual's Information screen.

AddressIcon

You can add their complete postal address, two phone numbers, email and a webpage, if they have one. You can write everything you need to know about this person in the notes tab. You can copy and paste correspondence in here if you need to. If you save your correspondence as a file, you can simply attach it via the media link. You can attach screenshots of their chromosome browser when compared to you either here or in their main Media Gallery via a DNA event that you add.

ContactInfoScreen


HINT #1 - If they use a screen name on the DNA websites that is different than their real name enter that as an AKA. This is especially helpful if they are on all three of the DNA sites but use different names on each. You can easily look someone up by their AKA to see if you have had contact with them before. It is impossible to memorize 800 matches. If you put the AKA in privacy brackets [[IndianPrincess04]] these AKAs won't print in reports.

HINT #2 - I would reserve a tag just for known DNA matches.

HINT #3 - You can use the USER ID field to record important info that you can see at a glance, for example, you can record which line they are in. There are many different possibilities that you can use this field for. You also have the Prefix and Suffix fields at your disposal. Just remember to use privacy brackets if you are putting DNA info in the Prefix and Suffix fields.

HINT #4 - This one is a little timesaver. If you pull up their address in Legacy you can email them from within the program by clicking the << to the right.

HINT #5 - Next to their name on the Address screen you can put some extra info in privacy brackets. If you put [[DNA]] before their name all of the DNA addresses will default to the top. You can then put any specifics after their name also in privacy brackets [[SIMMONS yDNA kit 469534]]. None of this will print. You can then print labels just on these people if you need to do a mailing. There is an option to included only tagged addresses.

The more information you can keep in a single program (Legacy) the easier things are!

I am sure you can come up with some more creative ways to keep track of DNA matches in 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 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.