Tuesday's Tip - Set Direct Line (Beginner)

Set Direct Line

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

Set Direct Line (Beginner)

Setting your Direct Line is a navigational tool which will help you click through your file at lightening speed. Before you get started, go to Options > Customize > Data Format > Option 3.8. Here is how I have mine set up. You might have chosen different options but make sure that the box to Indicate direct-line children in lists (bold) is checked. Notice that this is a (gbl) option. This means it is global and if you have more than one file you only have to set this option once and it will affect all of your files.

Child List Indicators
(click image to enlarge)

 

Step 2 is to actually set the direct lines. Go to Tools > Set Direct Line.  Put yourself in the box using the Change button and then Set Preferred Line.

Set Direct Line as Preferred
(click image to enlarge)

 

Now when you navigate your direct line ancestor will be in bold in all list style dialog boxes.

Children's List
(click image to enlarge)

 

In the Name List you can see three of my direct line ancestors in bold, my great-grandfather, my 2nd great-grandfather and my 3rd great-grandfather. They are also colored blue because I have the Ancestor colors turned on and they are in my paternal grandfather's line.

Name List
(click image to enlarge)

 

So how does this save you time? It is easy to see the bold names in the Family View and you can go click, click, click click to go up or down the direct line chain. You can also easily retrace your steps when working with your direct line. This is something I use all the time. If you want to capture both your direct line and your spouse's, simply set the direct line to one of your children.

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 - Ancestor Colors? (Beginner)

Ancestor Colors?

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

Ancestor Colors? (Beginner)

One thing that y'all* should know by now is that I love color and I use all of the different color options that Legacy offers. I will also tell you that I am a bit of a dinosaur because when I started researching my family I didn't own a computer. Everything I did was on paper and I had my file folders color coded to match what the Family History Library recommended. This color coding system is still a great organizational tool and you can now tie your Legacy family file to your paper filing system using these colors. One of our webinar speakers, Mary Hill, AG, was the person who designed this color system which the Family History Library adopted and published in one of the Research Guides back in the mid 1990's. You can learn more about this filing system by watching Mary's webinar, Get Organized Using the FamilyRoots Organizer Color-Coding System and by visiting her FamilyRoots Organizer Color-Coding System website. 

*y'all - the correct way to say "you all"

Nutshell version: Your paternal grandfather's line is blue, your paternal grandmother's line is green, your maternal grandfather's line is red, and your maternal grandmother's line is yellow. You can see at a glance which line a person belongs to based on their color. Legacy allows you to color code your ancestors in this very same way. 

The first thing you need to do is go to Options > Customize > View > Option 8.3. I want to see these colors on every view so I have all of the boxes check marked. Notice that this option has an (ff) behind it which means it is Family File specific. If you have more than one family file you will need to set this option on each one.

Ancestor Color Coding
(click image to enlarge)

 

Also notice in the above screenshot that you can Apply the Ancestor Colors and you can Change Colors right from this screen but I am going to show you another way. You can also go to Tools > Set Ancestor Colors

Tools > Set Ancestor Colors
(click image to enlarge)

 

And here is what you will see: 

Set Ancestor Colors dialog box
(click image to enlarge)

 

The default is to set the standard 4 color Ancestor Colors to yourself (you will need to put yourself in the box) but Legacy has added some nifty enhancements to this. You can track your 4 grandparent lines OR you can track your 8 great-grandparents lines AND you can apply colors to TWO different anchor people (usually yourself and your spouse) AND you can also change the colors if you would prefer colors other than the standards (Edit Colors button). I love it! If you chose to go with the default colors, the Group 1 colors will be pastel and the Group 2 colors (for your second anchor person) will be bold so that you can tell them apart. 

Here is the Edit Colors dialog box and what you are seeing are the default colors for both Group 1 and Group 2 as well as for 4 colors vs. 8 colors. If you want to go wild and change the colors all you have to do is click on each color box to make the change. 

Change Ancestor Colors
(click image to enlarge)

 

I have mine set using the standard colors for 4 lines. The Group 1 colors are mine and the Group 2 colors are for my husband.  Make sure that when you switch over from Group 1 to Group 2 that you change the name of the anchor person in the box. Here is what it looks like in the Pedigree View. I used my husband because the bold colors look better on a screenshot. 

Pedigree View
(click image to enlarge)

 

If I navigate to a different person in his line you will see that the colors reflect where I am. Everyone is yellow so these people belong to his maternal grandmother's line.

Maternal Grandmother's Line
(click image to enlarge)

 

I have saved the best for last. I have set the Ancestor Colors to my dad (Group 1) and to my stepmother (Group 2) because they happen to share a common ancestor. That common ancestor gets TWO colors! Blue to show this is my dad's paternal grandfather's line and yellow to show it is my stepmother's maternal grandmother's line. How cool is that!

Common Ancestor
(click image to enlarge)


 You can also color code in Legacy Charting but it is limited to one anchor person since there is only one anchor on a chart. It is also is limited to the 4 colors for the 4 grandparent lines. In Charting, open any Ancestor type chart. Go to Appearance > Color, In the Drop down box select 4 Color.  You will see Mary Hill System - Light and Mary Hill System (original bold colors) and then click Apply Color Theme to Chart. You can also change the colors at the bottom of this dialog box.

Mary Hill Light Colors
(click image to enlarge)
Mary Hill Dark Colors
(click image to enlarge)


Even if you don't use the color-coded, paper filing system this is still a great way to see where someone fits in at a glance. I hope you enjoy working with color as much as I do. 

 

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 - Internet Search Strings (Advanced)

Internet Search Strings

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

Internet Search Strings (Advanced)

Judy, one of our more experienced Legacy users, wrote this:

"For those of us who tinker with the search strings for various websites, could there be a place on the Legacy website that would have the "original" strings as supplied with the program for us to download or copy to repair the mess "we" have made and are unable to correct?"

We don't have this as a download but the information is readily available.

1) With Legacy closed, go to the \Documents\Legacy Family Tree\_AppData\ folder and open it. Rename your iSearch folder to iSearchX

2) Open Legacy and go to Search > Search Internet. Don't do anything. Just close the dialog box again. 

3) Now go back to the \Documents\Legacy Family Tree\_AppData folder and open it. You will notice that you now have an iSearch and an iSearchX folder.  Rename the iSearch folder to iSearch ORIGINAL and then rename iSearchX to iSearch.

What you have done is created a clean copy of the folder with the original strings (now iSearch ORIGINAL) which will leave any changes that you have already made still in place (now iSearch).

Open the iSearch ORIGINAL folder. You can open any of these files with Windows Notepad. You will see the original search strings (both lines). If you ever get into a bind you can open this file and copy and paste what you need.

 
If this is something you are interested in trying out yourself, go to Search > Search Internet > Customize Searches. Highlight the search you want to work with and click Edit. Now click the Help button on this screen for detailed instructions.

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 - Keyboard Shortcuts (Beginner)

Keyboard Shortcuts

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

Keyboard Shortcuts (Beginner)

Keyboard shortcuts can save you time when executing the most common tasks in Legacy. There are a lot of keyboard shortcuts but some only work on certain screens. Here is a complete list. These are also in the Help File under Keyboard Shortcuts.

All tab names on the Ribbon bar have an underlined letter.  You can select a tab by holding down the ALT key and pressing the underlined letter.  Once a tab is displayed, you can select a menu option by pressing the underlined letter in the option name.

  • ALT + F File Tab  
  • ALT + E Edit Tab  
  • ALT + A Add Tab  
  • ALT + V View Tab  
  • ALT + R Report Tab  
  • ALT + L Tools Tab  
  • ALT + C Search Tab  
  • ALT + I Internet Tab  
  • ALT + O Options Tab  
  • ALT + P Help Tab  


Shortcut Keys for Main Views

  • ALT + F1 Legacy Home Tab  
  • ALT + F2 Family Tab  
  • ALT + F3 Pedigree Tab  
  • ALT + F4 Descendant Tab  
  • ALT + F5 Chronology Tab  
  • ALT + F6 Index Tab  


Shortcut Keys to Bypass Menus on the Main Views

Many menu options have shortcut keys listed next to them.  You can choose a menu command by holding down the CTRL key and pressing the other key.  The shortcut keys listed below are meant to be used only from the main views in Legacy (Legacy Home, Family, Pedigree, Descendant, Chronology, and Index).  On other forms, some of these shortcut keys have other functions.  

  • CTRL + A Displays the Ages dialog box.  (On the Legacy Home tab, this shortcut key highlights the entire page contents.)
  • CTRL + B Backup a Family File
  • CTRL + E Export a GEDCOM File
  • CTRL + N Add a New, Unlinked Person.  (On the Legacy Home tab, this shortcut key opens the Home contents in a separate browser window.)
  • CTRL + O Open a Family File.  (Not available while on the Legacy Home tab.)
  • CTRL + P Opens the Picture Center.  (On the Legacy Home tab, this shortcut key opens the Print window for printing the Legacy Home page contents.)
  • CTRL + Q GEDCOM Import
  • CTRL + S Display Preferred Startup Family.  (Not available while on the Legacy Home tab.)
  • CTRL + T Advanced Tagging
  • CTRL + W Web Page Creation
  • CTRL + Z Opens the Customize window (ALT + Z also opens the window)


Shortcut Keys in Dialog Boxes

Most command buttons shown in dialog boxes have an underlined letter in their description.  You can click a button by holding down the ALT key and pressing the underlined letter.  This is equivalent to clicking on the button with the mouse cursor.


Other Shortcut Keys

From the Information, Marriage, and Notes windows, you can press F4 to display the Sources window.  From the Information and Marriage windows, you can press F5 to display the Notes window.  From any Note field, you can press F7 to start the spell checker.  From the Information, Marriage and LDS windows, F8 can be used to duplicate field contents from the previously saved record.  You can also press Ctrl-F9 to memorize any location field and F9 to play the memorized field back to any other location field.  (Shift-F10 / F10, Shift-F11 / F11 and Shift F12 / F12 also work the same way to memorize and play back field entries.)


Shortcut Keys for the Source Clipboard

  • Alt-1  Opens the source clipboard. 
  • Alt-2  Assigns to the current field.  
  • Alt-3  Assigns to all non-blank fields.  
  • Alt-4  Assigns to the Unspecified area.  


Family and Pedigree View

The following single shortcut keys are available while working in the Family or Pedigree View.  To use the shortcuts, simple type the one-character command.  The commands are executed immediately when you press the letter. 


Single key commands:

  • ? Help (help on shortcut keys)  
  • F Find (displays Search window)  
  • G Go (to RIN #)  
  • I Index (displays Name List)  
  • M Marriage (displays Marriage List)  
  • X Exit (prompts for confirmation to exit Legacy)  


Shortcut Keys on Family View

The following shortcut key combinations are available while working in the Family View.  To use the shortcuts, simple type the two-character command.  The commands are executed immediately after you press the second letter.


Two-Key Commands

  • AD Add Daughter  
  • AH Add Husband  
  • AS Add Son  
  • AW Add Wife  
  • C1-C9 and CA-CF   Child 1 - Child 9 and Child 10 - Child 15  
  • (moves the child to the Husb-Wife level)  
  • E1-E9 and EA-EF    Edit Child 1 - Child 9 and Child 10 - Child 15  
  • EH Edit Husband  
  • EM Edit Marriage  
  • EW Edit Wife  
  • HP Husband's Parents  
  • LD Link Daughter  
  • LH Link Husband  
  • LS Link Son  
  • LW Link Wife  
  • ND New Daughter  
  • NH New Husband  
  • NS New Son  
  • NW New Wife  
  • WP Wife's Parents  


Shortcut Keys on Other Forms

The following shortcut keys are available while working in various forms in Legacy.  Not all of these are available on all forms.


While in a Note-type field:

  • Ctrl-B  Bolds the selected characters or words if some have been highlighted by dragging the mouse over them.  If nothing is currently selected, pressing Alt-B turns on bold mode so that successive text is bolded as you type it.
  • Ctrl-I  Italicizes the selected characters or words if some have been highlighted by dragging the mouse over them.  If nothing is currently selected, pressing Alt-I turns on italicize mode so that successive text is italicized as you type it.
  • Ctrl-U  Underlines the selected characters or words if some have been highlighted by dragging the mouse over them.  If nothing is currently selected, pressing Alt-U turns on underline mode so that successive text is underlined as you type it.
  • Ctrl-S  Superscripts the selected characters or words if some have been highlighted by dragging the mouse over them.  If nothing is currently selected, pressing Alt-S turns on superscript mode so that successive text is superscripted as you type it.
  • Ctrl-F  Opens the Find dialog box where you can search for text within the note.
  • Ctrl-C  Copies highlighted text to the Windows clipboard.
  • Ctrl-X  Cuts highlighted text from the notes field and places it on the Windows clipboard.
  • Ctrl-V  Pastes any text currently on the Windows clipboard to the current position in the note field.
  • Ctrl-Tab  Inserts a tab character into the note.  (Using tab characters to try to line up columns of information may not result in the desired format when printed on reports.)
  • F3   Continues the search to find the next match after starting a search with Ctrl-F.
  • Ctrl-Z  Removes any text entered since the last time the note was changed.  (This is a Windows function.  If you are entering text, anytime you exit a field, or do some other function, like spell checking or searching, the undo feature is reset.)
  • F6   Pops up the Character Map where you can select one or more special character to insert into the note.  This can be used to select copywrite symbols or other characters not shown on your keyboard.
  • F7   Starts spell checking.
  • Ctrl-P  Privatizes highlighted text by enclosing it in [[ and ]]
  • Ctrl-Space  Removes all formatting from the note including bolding, italicizing, underlining, and superscripting.
  • Ctrl-R, Alt-R, F8 Pressing any of these keys works the same as clicking the Repeat button which repeats the field contents previously saved on the same type of form.

 
Isn't this fun! I don't use all of the shortcuts but I do have quite a few that I use all of the time. I like anything that will save me time.

 

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 - An Important Source Citation (Beginner)

An Important Source Citation

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

An Important Source Citation (Beginner)

One of the most important pieces of evidence you can collect is the proof for a parent-child relationship. You can prove all kinds of things about a person but if you can't prove the link to the next generation you are at a bit of a standstill. The field to attach this all important citation is a bit hidden to new Legacy users. There are two ways to access it.  The way I use is the Assigned Sources screen. From the Family View, click the Source icon (it looks like a book) and that will bring up the Assigned Sources screen. You might have to scroll to see the fields.

Assigned Sources Screen
(click image to enlarge)

 

You can see that I have two sources for the relationship between James Elexander Simmons and his parents. I am using James's death certificate as well as James's son's Bible. The way I entered these sources was by using the copy and paste from the Source Clipboard. For more on the Source Clipboard and how you copy and paste please see Geoff's free webinar, "Sources and Citations Made Simple, Standard, and Powerful." 

The other way to do this is by accessing the Edit Children screen. There is more than one way to get to this so please see "Tuesday's Tip - Editing Children's Information" for detailed instructions.  Here is what you will see:

Edit Children screen
(click image to enlarge)

I have James Elexander Simmons highlighted and down at the bottom you can see that the labels for the Relationship to Father and Mother are in red. This means that I have a citation attached to each field. On this screen I can only see that I have sources attached but I can't see what the sources are. Again, you will use the paste from clipboard command to attach a source to these fields. If attaching a source does not change the color of the label, HERE are step by step instructions on how to tell Legacy to do this.

Notice that I don't have anything in the actual field for the relationship. The default is leaving it blank to indicate that this is a biological relationship. There is a drop down box with other options and you can also add your own. 

Don't forget to add this important source citation so that you can show your line all the way up the chain with confidence.

 

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 - Recording DNA Matches (Intermediate)

Recording DNA Matches

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

Recording DNA Matches (Intermediate)

In a previous article I explained How I Use Hashtags to Track My DNA Matches but that isn't the only way I track DNA in Legacy. I like to add my "cousin matches" to Legacy as unlinked individuals with the anticipation that I will be able to link them eventually. I don't add all of my matches which is in the thousands but rather I add the matches that are 50+ centiMorgans (to start with) which is at the 3rd cousin level. I like to keep all of my research in one place so it make sense for me to do it this way. I alluded to this in DNA Matches - Where's Their Tree? and I wanted to explain my method further.

I had to make up screenshots because my real matches are of course living people. I have all of my matches as "invisible" in my file because this information is for research purposes only. I also have more information recorded on each match than this but this will give you an idea of what you can do.

DNA match information
(click image to enlarge)

1 - If all I know is their AKA that is what I will add here. If I know their real name but they have AKAs on the various websites I add those as AKAs

2 - This is where I will add their contact information, usually an email address

3 - This is where you can see my generic source, DNA Match - Lineage not confirmed

4 - I have this person in triangulation groups with other matches that I organize using Hashtags (see How I Use Hashtags to Track My DNA Matches). A triangulation group is a group of people that you match but they also all match each other. It is a way to be sure that everyone is matching on the same chromosome (you have TWO of each chromosome, one from your father and one from your mother).

5 - The first line of the notes is a short summary so that I can see the gist of the email on this screen without having to open the event. I can copy and paste the entire email or I can attach it as a PDF

6 - These people are always invisible which means if I ever export my file in any way, reports, charts, gedcom, webpages etc., these people will not be included. I would have to manually override the privacy options which can't be done by accident.

I hope this have given you some ideas of ways you can record your DNA in Legacy. If you have some additional tips you think our Legacy readers can use please post them in the comments.

 

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 - Document Workflow (Intermediate)

Document Workflow

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

Document Workflow (Intermediate)

Several people have asked me what process I follow when I find a new document.  I follow the same sequence for every document so that I don’t miss anything.

  • Before I do anything else, I create a source citation for the document because I am going to need it in several places. I put this citation on the Source Clipboard (For more on creating citations in Legacy see Geoff Rasmussen's Webinar Sources and Citations Made Simple, Standard, and Powerful in the Legacy library.)
  • Document received in the mail - I scan the document and save it to my hard drive. I copy and paste the citation from the Source Clipboard (from the Preview panel) to the metadata of the image (in the comments) and I also attach the citation to the bottom of the image (photo editing software). If I share the image with anyone they will have the complete citation
  • Digital image of a document that I took (or someone else took on my behalf) - I do the same as above but without having to scan the image
  • Online image that I found - I download the image and then do the same as I would for a document that I had scanned 
  • I transcribe and/or abstract the document. I use the software program Transcript to make it a bit easier
  • I extract every piece of evidence into Legacy and attach a source citation to each entry
  • I then link the document image to the appropriate place in Legacy (usually an event)
  • I add the abstract to the notes of whatever field I am working with
  • I add the citation and the abstract to my To-Do task and then close it out

The only paper copies of documents I have are ones that I received by mail and family artifacts. I keep those in binders/sheet protectors. If I took a digital image, or if I downloaded the image from the internet, I do not print out a paper copy. If I need to enhance the image to make it more readable, I save the image in its original state and then make the enhancements to a copy. I have a consistent file naming system for both my paper and electronic files so that I can find anything in seconds.

My workflow may not work for you; however, it is important that you do have a consistent workflow so that you don't accidentally miss something.

 

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 - Who's Missing? (Beginner)

Who's Missing?

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

Who's Missing? (Beginner)

I am a typical genealogist. I have a Type A personality and I am uber particular about some things (certainty not all, just take a look at my desk). I like to have one generation completely finished before I move on to the next. Of course in real world genealogy it usually doesn't work out that way. Nice thought though.

There is a nifty tool you can use to show where you are in your "generations" research. Legacy Charting's Half-Fan Chart presents a great visual. You can access this chart from within Legacy itself by going to Reports > Legacy Charting > Fan > Half.

I have my pedigree complete through 6 generations. Having a pedigree complete to at least 6 generations is especially important if you are doing DNA research so if you are working on your DNA matches I suggest you take a look at what you have (or don't have).

I have attached my fan charts for 6 and 7 generations. You can see that I am missing quite a few ancestors at the 7th generation. 

Michele's Pedigree at 6 generations
Michele's Pedigree at 7 generations

This simple chart helps me focus my research efforts. It makes sense to try and finish the 7th generation before going on to the 8th. I like to do periodic "check-ins" using this chart to see where I am in my 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 - PDF Trick (Intermediate)

PDF Trick

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

PDF Trick (Intermediate)

Most of Legacy's reports and charts can be exported as PDFs. Legacy uses an internal PDF creator that has some limitations when it comes to size. If you attempt to print a very large report or chart you might get an error message:

Error 9
(click image to enlarge)

 

If you see this you will need to print to a virtual PDF print driver. You will select this driver from your list of printers. When you "Print" to this virtual PDF driver it will simply create your PDF file.

If you have Microsoft Office you already have a virtual PDF print driver.

MS Office PDF Virtual Print Driver
(click image to enlarge)

If you need a virtual PDF print driver there are plenty of free ones you can download. Here are a few:

CutePDF

PDF995

doPDF

After you download and install it will appear on your list of printers. Select it and then "Print." A PDF will be created. This is a handy tool that you can use for other things too.

 

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

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

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


Tuesday's Tip - A Tagging Tip (Intermediate)

A Tagging Tip

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


A Tagging Tip (Intermediate)

When you select Tools > Advanced Tagging there are three options that I want to discuss because they can cause some confusion.

Advanced Tagging screen
(click image to enlarge)

 

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

Ancestor Options

 

Descendant Options screen
(click image to enlarge)


Most of the time you will be selecting the FIRST option on both of these screens. Here is the difference. The first option only captures the DIRECT Ancestors or Descendants of your anchor person (blood relationships). For the Direct Line Ancestors you can also include Other Spouses, Siblings, and Spouses of Siblings which will pick up a few non blood relations. The second option on these two screens will capture EVERYONE that is connected to the anchor person's Ancestors (or Descendants) in any way so you are going to be picking up all of the collateral lines and bunny trails you have entered. Many people select the second option thinking it will be more complete (and it is) but they don't realize it will capture everyone which might not be what they actually wanted.

The third option on the Advanced Tagging screen is Entire Family Line. This will capture everyone in the anchor person's tree. You can have multiple trees in a single file. If you add an unlinked person and then build a tree around them this will be a new tree. You can read, "Why Add an Unlinked Individual?" for more information about this.

So how many trees do you have in your file? Many people have multiple trees and don't know it. To see how many individual trees you have in your file you can read, "Using Trees" for detailed instructions.

If you choose Entire Family Line you will get the entire tree that your anchor person is in, but not the people that are in other trees.

 

Some people like to use Focus Groups and you will see the exact same thing here (View > Focus Groups)

Focus Group screen
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 Understanding what an option actually does will help you get the results you are looking for.

 

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

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

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