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September 2006

Original and Derivative Sources Explained

In Steve's Genealogy Blog, Steve explains the differences between an original sources vs. a derivative source:

The definitions for Original Source and Derivative Source provided in the literature sometimes don’t seem to fit the needs of genealogists.  In particular, the literature places exact images such as photocopies and microfilm images in the category of Derivative Sources.  If so, Original Sources are rare!

Continue reading here.

New method of receiving Legacy News and notifications

In response to our users' requests, we have added a new method by which you can receive notification of new news articles. You can now subscribe (free) to this blog. By doing so, you will receive an email whenever new articles are published.

Benefits - you wouldn't need to check the Legacy Home tab or your RSS software to see if there are any new articles - they'll automatically be emailed to you. You'll also be among the first to be notified of Legacy updates or new products, such as the recent release of the new training video set.

There are two methods to subscribe:

1) Click on this link:

2) Enter your email address in the subscription box in the upper right of this page.

How to print a surname list

Question from Denise:

Is there a way to print out a surname list of everyone in my family? I notice there is a Surname Index, but that just shows the surnames, then how many times that surname is mentioned in the file. What I'm looking for is showing the surname, then the first name. I hope Legacy can do this!

Denise - yes, Legacy can do this, please follow these step-by-step instructions:

  1. Click on the Name List button in the upper left. It is located in the main toolbar.
  2. Click on the Print button at the bottom.
  3. Here you can decide which fields you want to include on the report. The Surname, Given Names field is selected by default.
  4. Finally, click on the Options tab where you can type in the desired name of the report. Preview or Print.

If you want to filter the list, say, to include only those individuals with the Slattery surname, from the Name List, just click on the Search button at the bottom, click on Find, then fill in the fields by which you want to search. Then click on the Create List button at the bottom and you can print this filtered list.

Hope this helps!

Locating Lost Web Sites

While most people can readily use Google or one of the many other web search engines to locate web sites, what happens when a page has been removed from the Internet? You found it once, but the web site's address (URL) is no longer there. You can't find what's no longer there - or can you?

The Wayback Machine is a web site that archives old web pages. Simply type in the web address (URL) of the web site that you can't find, and click the "Go Wayback" button. You'll get a list of links to different dates that the web site was archived. Simply click on the date and you're instantly taken back in time - you'll see what the web site looked like on that day.

A very useful tip if you are looking for information that "once was" but "no longer is."

Click here to go "Wayback."

Thanks to Ted Seidler for pointing us to this service.

New Legacy Training CDs now available

We're excited to announce the availability of 3 new training videos on CD:

  • Creating & Sharing Perfect Reports
  • Insider's Guide to Legacy: Tips & Tricks
  • Picturing your Legacy: a Video Guide to Working with Digital Pictures in Legacy

Watch the free previews at

Purchase all 3 today for just $24.95 at or call 1-800-753-3453 (U.S. & Canada). The video sets will begin shipping Wednesday, August 16, 2006.

CdreportsCreating & Sharing Perfect Reports. Learn how to create perfect reports for research, analysis, sharing, and publishing. Learn about .pdfs, .rtfs, sending reports via email, creating books, and easily obtaining information from your living relatives. 58 minutes. Recommended for beginners to advanced. Topics include:

  • The basics
  • Report options
  • Record selection
  • Report titles and codes
  • Books
  • Successful correspondence
  • Publishing Center
  • ...much more

Watch the preview at

Purchase at or call 1-800-753-3453 (U.S. & Canada)

Insider's Guide to Legacy: Tips & TricksCdtips. There are some aspects of Legacy that even seasoned Legacy users are not aware of. This video will unveil hidden features and give you expert tips/tricks of features that you may already be using, but might not be using them to their fullest. 40 minutes. Recommended for intermediate to advanced.

  • Legacy secrets
  • Index View secrets
  • Tree finder tips
  • Super searching
  • Timeline treasures
  • ...much more

Watch the preview at

Purchase at or call 1-800-753-3453 (U.S. & Canada)

Picturing your Legacy: a Video Guide to Working with Digital Pictures in Legacy.Cdpictures Learn the "before-scanning-your-first-picture" rules. Learn how to add pictures to your family file and create beautiful reports, scrapbooks, and slide shows. Learn how to preserve your pictures and documents by creating shareable CDs. 52 minutes. Recommended for beginners to advanced.

  • The rules
  • Linking pictures
  • Scrapbook
  • Pictures in reports
  • Picture Center
  • Challenges
  • Passage Express
  • ProMedia Manager
  • ...much more

Watch the preview at

Purchase at or call 1-800-753-3453 (U.S. & Canada)

Names, names, names

Recent discussion in the online Legacy User Group concerns the recording of variant names - for example, where do you record prefixes of surnames such as Mac/Mc, O', Ui, Ni, etc.

Dermot posted, "For example, my surname is McGlone (sometimes written "Mc Glone" i.e., with a space). This is an anglicised version of my name in Irish (or Gaelic), which is "Mac Giolla Eoin", translated as "The Son of the servant of John". My surname, however, is *NEVER* "Glone". The "Mc" part is the anglicised version of "Mac", which is the Irish (or Gaelic) word for son (of), but it's definitely part of the surname.

Robert wrote, "Names like VanMeter, King Richard, Pierre Of Murat Prince Murat (Another family researcher claims I am related to this guy!), Princess Diana, apparently all have their own separate correct “proper” ways to do it. By proper, I mean according to the rules of that person’s home country name rules."

Here are a few helpful resources:

Getting It Right

Mary H. Slawson's book, Getting It Right, the Definitive Guide to Recording Family History Accurately, has almost 100 pages devoted to the proper recording of names. Here is an excerpt from the table of contents:

  • Given names
  • The use of formerly and or
  • alternate spellings
  • what language to use
  • recording given names
  • when surname appears before the given name
  • capitalization and punctuation
  • special symbols
  • nicknames
  • unknown given names
  • pseudonyms and alternate spellings of given names
  • multiple surnames
  • patronymic surnames
  • French Dits
  • missing surnames
  • the order to use when entering multiple titles
  • title prefixes and suffixes
  • religious titles
  • etc.

Best of all, all of her examples are written using Legacy Family Tree. For more information about the book, or to purchase, visit

Legacy News articles

Golden Rule of Data Entry

As discussed in the Mastering Names, Dates, and Places training CD - names, dates, and places should be entered so there is no misunderstanding by a novice reader as to the name, date, or place you are trying to express.

Upcoming Legacy Events/Classes

Below is a list of upcoming Legacy-related events. If you belong to a society that would like us to give a presentation on Legacy, please let us know!

August 2006

Boston, MA - 30 August - 2 September - FGS/NEHGS Conference in Boston, Massachusetts, see We'll be in booths 605 and 607 - stop by and visit!

September 2006

Alaska - 6-13 September - Legacy Cruise Inside Passage to Alaska.

Ottawa, Canada - 22-24 September - 12th Annual Fall Conference on British Isles Family History. Millennia's Brian Kelly will teach Introducing Legacy Family Tree. Visit for more information.

Pittsburgh, PA - 29-30 September - Pennsylvania Genealogy Conference 2006. Legacy demo on Saturday at 7:30AM. Held at the Sheraton Station Square Hotel. Legacy software demo on Saturday from 7:30-8:00AM. Visit for more information.

October 2006

Ogden, UT - 6-7 October: Northern Utah Genealogy Conference & Symposium - Visit for more information.

Calgary, Alberta - 13-14 October: FamilyRoots 2006: Genealogy, Genes, and Gigabytes. Held at the Carriage House Inn, Macleod Trail & 90 Ave. SW in Calgary. Visit for more information.

Cheyenne, WY - 20-21 October - Cheyenne Genealogy & Family Heritage Jamboree. Held at the Hitching Post Inn, 1700 W. Lincolnway. Legacy will have a booth. Visit for more information.

User Groups

Legacy user groups are held in many locations around the world. For a listing of user groups, please visit

Pocket Genealogist 3.02 now available (free update)

Version 3.02 of Pocket Genealogist, a free update for Version 3 users, is now available on the Northern Hills Software website.


  • Added GPS support for all Windows Mobile Versions.  ("Advanced" version of Pocket Genealogist)  Use the "GPS" tab found from "Edit", "Configuration" on the device to configure use of a GPS device.
  • The main desktop Pocket Genealogist database list and the "Create" file list can now be sorted by any column.  (Click on list column header to sort)
  • Additional Language translations and International support for device uninstall.    (Windows Mobile 5 will always uninstall the current version when you install a new version)
  • Fixed the "Tag" options for Legacy imports.  ("Individual" and "Family" were reversed if you were selecting tagged individuals or families during import)
  • The install now displays a License Agreement.   (nothing spectacular, just
    a typical software license agreement)

Download the free update at

As usual, you do not need to uninstall an older Version 3 release before installing 3.02.

There is also an updated User Guide which discusses the GPS changes.

More information

For more information on Pocket Genealogist, or to order, please visit

Online Backup Service - FREE!

The following article is from Eastman's Online Genealogy Newsletter and is copyright 2006 by Richard W. Eastman. It is re-published here with the permission of the author. Information about the newsletter is available at

I have written a couple of times recently about online backup services. It seems that I barely finish writing an article about one such service when still another company makes an announcement of a new and even cheaper service. Another new announcement was released this week.

Frequent backups are important for genealogists as well as for many others. If you spend many hours documenting your family tree, copying old documents or scanning family photographs, you don't want to lose that work in the blink of an eye. Important files can disappear instantly from a computer because of human error, hardware malfunction, or damage to the computer itself because of some external event. While desktop computers do fail, laptop computers fail even more often due to the extra handling. Laptop computers also get stolen occasionally.

There are many reasons for making computer backups and almost as many reasons for storing those backups "off-site," some distance from your computer's location. Off-site backups are the only insurance against "site disasters," including flood, fire, hurricanes, tornadoes, earthquakes, and more. Are off-site backups important? Ask any computer-owning genealogist who was in the path of last year's hurricane Katrina! Indeed, many Katrina victims lost their computers and their backup copies simultaneously. If they had created off-site backups, they would have been able to retrieve the files once they started getting their lives back in order.

Today's technology allows anyone to quickly and easily make backup copies and to store those copies at locations hundreds or perhaps thousands of miles away. You send the files over the Internet to be stored in a distant archival server. Best of all, those backups are available to you within seconds; you do not need to wait for someone to send the files by mail or overnight express service. You can retrieve them almost instantly by connecting to a web page and entering a user name and password. A couple of mouseclicks later, the files are transferred back to your original computer or perhaps to a replacement computer. If traveling, you can even retrieve stored desktop files onto your laptop computer.

A number of companies offer online backup services, I have recently written about two low-cost or free services that provide excellent online backup offerings.. Plus Edition subscribers can read those articles at Now a well-known online company has entered the low-end of the marketplace: AOL.

AOL is going through great turmoil these days. The once-dominant online service has fallen on hard times. AOL was once the biggest and most expensive provider of online access with more than 30 million customers. Recent figures have placed the current customer base at about half that number with thousands of AOL customers now canceling their accounts every hour. AOL is very much in need of re-engineering. The company is awash in red ink, and AOL's financial numbers are all going in the wrong direction.

AOL has been losing a lot of customers to broadband ISPs over the past two years. Those who obtain broadband connections soon realize they no longer need AOL to access online content. Of the current AOL paying customers, roughly 6.2 million access their accounts via broadband connections that already include Internet access without AOL. The assumption is that most of those 6.2 million will eventually cancel their AOL accounts as they realize they are actually paying twice for online content: once for AOL and a second time for everything else. When that happens, AOL will lose an additional $90 million a month in subscription revenue.

This week AOL announced a radical change in its business model. The online company that once was the most expensive Internet provider in North America is now going to give away the same content and more free of charge. Even AOL e-mail will now be free, something that has been offered for years by Yahoo, Hotmail, Gmail and others. Future revenues will be primarily provided by selling even more advertising. (AOL will continue to charge for dial-up access to a dwindling number of customers who do not yet have broadband access.) The company said Wednesday it will no longer charge broadband users a $15 monthly fee for e-mail and other subscription services as part of a sweeping plan to grow its business by encouraging as many online users as possible to spend time on the company's properties.

To further reduce expenses, AOL also plans to lay off 5,000 of its 19,000 employees within the next six months. Company spokesmen also said Wednesday that AOL is in talks to sell its European access business to French telecom Neuf Cegetel.

There is some good news for computer service consumers in all of AOL's woes. In an effort to attract more users to view the advertisements, AOL will offer several new free services. The purpose is to attract more people to pages that contain advertising. If the company can succeed in getting more "eyeballs" exposed to the ads, the results will include greater revenue from advertisers.

The new free service that caught my attention is online storage. You will soon be able to access up to 5 gigabytes of online storage via AOL's partners. This service will be available for free to any Web users with AOL screen names. Users do not need to be paying AOL members. The AOL service allows users to digitally store any sort of digital material, including e-mail, pictures, music, and documents. The company previously charged $10 a month for the same service. For those who need even more storage space, a premium service with 50 gigabytes of storage will also be available for a fee.

Users will be able to instantly access their files from any PC or mobile device with a Web connection, share the files with others by granting file/folder permission, move them via easy drag-and-drop tools, and auto-upload any e-mail attachments they receive via major e-mail providers (including AOL Mail, AIM Mail, or any non-AOL POP3 or IMAP-compatible mail providers).

AOL's online file storage service is a "low end" service. For instance, it does not include automated backups that are made without user intervention. I also noted that there is no mention of backing up open files or of block level incremental backups. All of these features are available on other free services that I wrote about earlier. Still, given AOL's name recognition plus the price tag of free, I suspect AOL's online backup service will become very popular.

The free AOL online backup service will be available to any users with an AOL or AIM screen name starting in early September. 

How to Handle Online Sources

I have learned by experience that what you found on the Internet yesterday may have a new web address (URL) today, or be gone entirely tomorrow. When I first began using Internet sources years ago I normally just copied and pasted the information into my genealogy program. If I was being particularly conscientious, I would include the Web page as a source of information -- which is how I came to find out that Web pages addresses change or disappear altogether.

Read the complete article here.