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Black Friday Legacy & Webinar sale - 50% off

Black-Friday-Legacy-Webinar

SAVE ON LEGACY FAMILY TREE AND WEBINAR MEMBERSHIPS!

Get 50% off Legacy Family Tree 9.0 deluxe software!

Get 50% off a full year's webinar membership.

Buybutton-144 

Legacy Family Tree 9.0 - upgrade to Legacy 9.0 Deluxe and get hinting, stories, hashtags, FindAGrave.com searching, Research Guidance, charts, books and much, much more! From $34.95 $17.48

Webinar Membership - 24/7 access to 800+ full-length genealogy classes PLUS all 3,500+ pages of instructors' handouts. Just $49.95 $24.98

Offer begins on Nov 20 2018 and expires on Cyber Monday, Nov 26 2018 at 11:59pm MT.

Order now, for 50% off!

Happy Holidays,

Geoff, Dave, Ken and the entire Legacy team


Tuesday's Tip - Find a Grave Number Field (Beginner)

Find a Grave Number Field

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

Find a Grave Number Field (Beginner)

Find a Grave memorial field
(click image to enlarge)

There are two situations you will encounter when entering a person's Find a Grave memorial number. We are going to look at both.

The person has more than one memorial on Find a Grave
Duplicates on Find a Grave are pretty common but there is only space for one memorial number in Legacy (and this isn't going to change). It is important for you to help clean up Find a Grave by alerting the persons maintaining the memorials that there is a duplicate. Normally I only message the person that created the duplicate and not the person that created the first memorial. You can see the dates for when the two (or more) memorials were added at the bottom of the memorial page.

Who created the memorial and when
(click image to enlarge)


At the top of the memorial page you will see a button to "Suggest Edits" 

Suggest Edits
(click image to enlarge)

Marker photograph copyright © 2009 Robert E. Lee, used with permission

 

If you click that button you will need to scroll  to the bottom and click "Suggest other corrections"

Suggestion other corrections
(click image to enlarge)

 

Now you will see a message box where you can explain the situation. I always check the box to have a copy sent to me so that I can keep tabs on which memorials I am working on. I am always cordial and I give them all of the information they need to verify that their memorial is a duplicate.

Email a correction
(click image to enlarge)

 

If the person does not respond within 30 days, or they refuse to make the edit, "...forward your copy of the suggestion along with source documentation to edit@findagrave.com. The suggestion will be reviewed and processed." [from the Find a Grave help menu]. In the meantime, I keep track of what is going on in a Legacy To-Do task. 

 

There are two people sharing a single memorial
You will see this when you have multiple people on a single marker. Each one of these people needs to have their own memorial. If you enter the same Find a Grave memorial number for two different people in Legacy, the next time you do a Check/Repair it is going to delete the duplicates (this isn't going to change). The log file will tell you who had the duplicates and what the number was.

Error Log
(click image to enlarge)

 

The easiest thing to do is add the second memorial yourself and then contact the person that uploaded the photo, which is not necessarily the person that maintains the memorial, and ask him/her to attach their photo to the new memorial. Click the photograph itself and you will see a link to the person that added the photo at the bottom. Click the link and it will take you to their personal Find a Grave page where you can message or email him/her. If the person has their page set up so that you can't send a message or an email, send an email to edit@findagrave.com and explain the situation. They will contact the person on your behalf.

The way Legacy is set up mirrors the way Find a Grave is set up, one memorial per person with no duplicates. While you are adding your Find a Grave numbers to your file you can help the Find a Grave community clean up the errors.

 

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.

 


Register for Tuesday's BCG webinar: Every Day Life of Our Ancestors by Ann Staley, CG, CGL

Register-bcg

Our ancestors led lives, just like us - only different. Using our life as an example, how can we parallel it to theirs? They ate and drank, married and had families, dressed, had trades and occupations, practiced a religion, dabbled in the arts and sciences, participated in politics and economics, etc. This lecture will examine the various aspects of life and provide resources to discover the historical context and personal details of our ancestors' lives.

Join us, the Board for Certification of Genealogists, and Ann Staley, CG, CGL for the live webinar Tuesday, November 20, 2018 at 2pm Eastern U.S. Register today to reserve your virtual seat. Registration is free but space is limited to the first 1,000 people to join that day. When you join, if you receive a message that the webinar is full, you know we've reached the 1,000 limit, so we invite you to view the recording which should be published to the webinar archives within an hour or two of the event's conclusion. 

Registerbut 

Or register for multiple webinars at once by clicking here.

Not sure if you already registered?

Login to view your registration status for this webinar (available for annual or monthly webinar subscribers).

Test Your Webinar Connection

To ensure that your webinar connection is ready to go, click here.

Can't make it to the live event?

No worries. Its recording will be available for a limited time. Webinar Subscribers have unlimited access to all webinar recordings for the duration of their membership.

About the presenter

AnnStaley-144x144Ann Staley is an instructor, consultant, trip leader and a lecturer at local, state and national conferences. Raised in Mobile, AL, Ann has been researching her family since 1980 from Alabama, Mississippi, and Virginia to France, England, and Germany. She is the Education Chairman and Webmaster for the Jacksonville Genealogical Society, Inc.; the Secretary of the Genealogical Speakers Guild; a trustee of the Florida State Genealogical Society; on the faculty of The National Institute for Genealogical Studies; and has been an associate of the Board for Certification of Genealogists since 2000. 

Add it to your Google Calendar

With our Google Calendar button, you will never forget our upcoming webinars. Simply click the button to add it to your calendar. You can then optionally embed the webinar events (and even turn them on and off) into your own personal calendar. If you have already added the calendar, you do not have to do it again - the new webinar events will automatically appear.

Webinar time

The webinar will be live on Tuesday, November 20, 2018 at:

  • 8pm Eastern (U.S.)
  • 7pm Central
  • 6pm Mountain
  • 5pm Pacific

Or use this Time Zone Converter.

Here's how to attend:

  1. Register at www.FamilyTreeWebinars.com today. It's free!
  2. You will receive a confirmation email containing a link to the webinar.
  3. You will receive a reminder email both 1 day and 1 hour prior to the live webinar.
  4. Calculate your time zone by clicking here.
  5. Make sure you have the latest version of Java installed on your computer. Check at www.java.com.
  6. Check your GoToWebinar connection here.
  7. Click on the webinar link (found in confirmation and reminder emails) prior to the start of the webinar. Arrive early as the room size is limited to the first 1,000 arrivals that day.
  8. Listen via headset (USB headsets work best), your computer speakers, or by phone. 

We look forward to seeing you all there!


4 Places to Search for Clues for Maiden Names

4 Places to Search  for Clues for Maiden Names

Researching our female ancestors can be a challenge!

Early laws and traditions meant females did not generate many of their own records.

Names changed upon marriage and multiple marriages meant multiple surnames. Determining your ancestor's maiden name can be especially difficult. 

Often we need to take our focus off of our female ancestor and place that focus on the people around her. Shifting your focus can lead to clues about that elusive female ancestor and her maiden name.

4 Places to Search For Clues to the Maiden Name of Your Female Ancestors

1. Check the Marriage Record

Yes, checking the marriage record is an obvious first step, but did you glean all the clues important to your search? If a marriage is a second marriage, her married name may be the one listed on the document - not her maiden name. In this case, look closely at all of the names on the document. Identify each person and their relationship to the couple. Close family friends of both the bride and the groom often served as witnesses. Potentially, a male relative of the bride can be found providing the researcher with a new research path.

Holt Haley Marriage photoWedding Photo of Clara Holt and William Haley - 1883

2. Research a Female Ancestor's Death Certificate (or Death Record)

Death certificates in the U.S. are relatively "modern" genealogy record. Most states did not begin using a formal death certificate until the 1900's. Death certificates did (and still do) ask for the deceased's parents' names including the mother's maiden name.

If the maiden name is not listed, take a close look at the informant's name. The informant is often someone related to the deceased and could be a brother, uncle, etc. Determine the relationship of the informant to the deceased and research this person if warranted.

3. Explore a Female Ancestor's Children

A woman can be found in her children's records. Tip:  Thoroughly research ALL of a woman's children.

Check each child's death certificate or death record for the mother's maiden name. For example, a search for the maiden name of Harriet Richardson (wife of Daniel T. Richardson), can include analyzing the death certificate of the couple's daughter Esther Richardson Talbott. Harriet Richardson's maiden name is revealed as Elliott.

Sample-death-certificate
Example of Mother's Maiden Name State on Death Certificate (Source: Ancestry.com)

Explore the middle names of a woman's children. In the U.S., using a mother's maiden name for a child's middle name was (and still is) a common practice.  If you are researching outside the U.S. or within a specific ethnic group, learn the common naming patterns. You will then be able to pick out maiden name clues if they exist.

4. Analyze Your Ancestor's Census Record

Census records are not typically a place we search for a woman's maiden name. Clues to a maiden name do exist within these records, but can easily be overlooked.

Once you find your married female ancestor in a census record, look closely at the members of the household. Are one or both of her elderly parents living in the home? A brother and/or an unmarried sister perhaps? 

Alternatively, look at the neighbors. Do you find any potential candidates for her parents? Is anyone about the right age to be her parents living close?  Anyone with a surname that appears as one of her children's names? Research those individual's records for potential clues to your ancestor.

Finding a female ancestor's maiden name is frequently not an easy or quick task. Researchers can easily miss clues to her name in the records.  Shifting the focus of your research to those individuals surrounding your female ancestor can provide the researcher with clues to continue the search.

 

Learn more about Finding Females in these seven Legacy webinars.

___________________________________

Lisa Lisson is the writer, educator and genealogy researcher behind Are You My Cousin? and believes researching your genealogy does not have to be overwhelming. All you need is a solid plan, a genealogy toolbox and the knowledge to use those tools. Lisa can be found online at LisaLisson.com , Facebook and Pinterest

 


Legacy 9 Unlocked (part 7): Adding Email Correspondence - free webinar by Geoff Rasmussen now online for limited time

2018-11-16-image500blog

The recording of today's webinar, "Legacy 9 Unlocked (part 7): Adding Email Correspondence” by Geoff Rasmussen is now available to view at www.FamilyTreeWebinars.com for free for a limited time.

Webinar Description

In this series, Legacy’s Geoff Rasmussen will guide you through the step-by-steps of properly adding genealogy documents, citations, and digital media to your Legacy Family Tree 9 software. Each class is based on a different chapter in his popular book, Legacy 9 Unlocked: Techniques, Tips and Step-By-Steps for Using Legacy Family Tree to Record Your Genealogy. Watch them in order if you want to  follow the mystery or jump around to capture the instructions.
 
In this class, “Adding Email Correspondence,” you will learn the six steps of adding information from an email to Legacy.
 
View the Recording at FamilyTreeWebinars.com

If you could not make it to the live event or just want to watch it again, the 1 hour 15 minute recording of "Legacy 9 Unlocked (part 7): Adding Email Correspondence” is now available to view in our webinar library for free for a limited time. Or watch it at your convenience with an annual or monthly webinar membership

Webinar Memberships/Subscriptions

Webinar Members get:

  • On-demand access to the entire webinar archives (now 800 classes, 1,051 hours of genealogy education)
  • On-demand access to the instructor handouts (now 3,510 pages)
  • On-demand access to the live webinars' chat logs
  • 5% off all products at www.FamilyTreeWebinars.com (must be logged in at checkout)
  • Access to all future recordings for the duration of their membership
  • Chance for a members-only door prize during each live webinar
  • Access to register for bonus members-only webinars
  • Ability to view which webinars you are registered for
  • Use of the playlist, resume watching, and jump-to features

Introductory pricing:

  • Annual membership: $49.95/year
  • Monthly membership: $9.95/month

Click here to subscribe.

Register for our upcoming webinars (free)

Every Day Life of Our Ancestors  11/20/2018  Ann Staley  CG  CGL
Railroad Records and Railroad History: Methods for Tracking  11/28/2018  Paula Stuart-Warren  CG  FMGS  FUGA
Legacy 9 Unlocked (part 8): The Smoking Gun  11/30/2018 Geoff Rasmussen
Ins and Outs of Indexes: Keys to Unlocking County and State Records  12/05/2018  Mary Kircher Roddy
Legacy 9 Unlocked (part 9): Adding an Entry from an Online Database  12/07/2018  Geoff Rasmussen
101 Ways to Design a Genealogy Chart  12/12/2018  Janet Hovorka
Citation for beginners  12/14/2018  Shellee Morehead  PhD  CG
Proving Identity and Kinship Using the GPS: Finding a Freedman's Family  12/18/2018  Nancy A. Peters  CG
That Splendid Little War: Researching Your Spanish American War Ancestors  12/19/2018  Michael L. Strauss  AG


Print the 2018 webinar brochure here
.

See you online!


New "Member Friday" Webinar - Secrets of the US Federal Census – How Did Enumeration Really Work? by Thomas MacEntee

New "Member Friday" Webinar - Secrets of the US Federal Census – How Did Enumeration Really Work? by Thomas MacEntee

Every Friday we're pleased to offer Legacy Family Tree Webinar subscribers a new bonus webinar just for them!   This Friday enjoy "Secrets of the US Federal Census – How Did Enumeration Really Work?" by Thomas MacEntee. If you're not a member, remember the webinar previews are always free.

Secrets of the US Federal Census – How Did Enumeration Really Work?

Every US Federal Census had its procedures as well as its quirks. Do you know how to tell who was the “informant” in the 1930 or 1940 US Census? Do you know how to access the instructions given to enumerators for each census? Do you know what all the different “codes” mean? Do you know what happened to the population schedules once they were submitted by the enumerator? Learn the fascinating journey of US census data from the census planning phase to the final tabulation. 

Secrets of the US Federal Census – How Did Enumeration Really Work?
_WatchVideo

_WatchPreview 

About the Presenter


Thomas MacEnteeWhat happens when a “tech guy” with a love for history gets laid off during The Great Recession of 2008? You get Thomas MacEntee, a genealogy professional based in the United States who is also a blogger, educator, author, social media connector, online community builder and more.
 
Thomas was laid off after a 25-year career in the information technology field, so he started his own genealogy-related business called High Definition Genealogy. Currently Thomas shares many of his articles and videos for free at Abundant Genealogy and also runs the popular Genealogy Bargains and DNA Bargains websites!
 
Thomas describes himself as a lifelong learner with a background in a multitude of topics who has finally figured out what he does best: teach, inspire, instigate, and serve as a curator and go-to-guy for concept nurturing and inspiration. Thomas is a big believer in success, and that we all succeed when we help each other find success. 


See all the webinars by Thomas MacEntee in the Legacy library.

 
Not a member yet?

Legacy Family Tree Webinars provides genealogy education where-you-are through live and recorded online webinars and videos. Learn from the best instructors in genealogy including Thomas MacEntee, Judy Russell, J. Mark Lowe, Lisa Louise Cooke, Megan Smolenyak, Tom Jones, and many more. Learn at your convenience. On-demand classes are available 24 hours a day! All you need is a computer or mobile device with an Internet connection.

Subscribe today and get access to this BONUS members-only webinar AND all of this:

  • All 799 classes in the library (1051 hours of quality genealogy education)
  • 3510 pages of instructors' handouts
  • Chat logs from the live webinars
  • Additional 5% off anything at FamilyTreeWebinars.com
  • Chance for a bonus subscribers-only door prize during each live webinar
  • Additional members-only webinars

It's just $49.95/year or $9.95/month.

Subscribe

Look at our lineup of speakers for 2018! All live webinars are free to watch.

Print the 2018 webinar brochure here.


Introduction to the Bayou State: Louisiana for Beginners - free webinar by Rorey Cathcart now online for limited time

Introduction to the Bayou State: Louisiana for Beginners - free webinar by Rorey Cathcart now online for limited time

The recording of Wednesday's webinar, "Introduction to the Bayou State: Louisiana for Beginners” by Rorey Cathcart is now available to view at www.FamilyTreeWebinars.com for free for a limited time.

Webinar Description

Tracing your Louisiana ancestors can be challenging. Get off to a great start with a brief introduction to her varied legal history, important migration events and blended ethnic influences. Review repositories, unique record collections and vital records access requirement along with strategies for successful research.
 
View the Recording at FamilyTreeWebinars.com

If you could not make it to the live event or just want to watch it again, the 1 hour 16 minute recording of "Introduction to the Bayou State: Louisiana for Beginners” is now available to view in our webinar library for free for a limited time. Or watch it at your convenience with an annual or monthly webinar membership

Webinar Memberships/Subscriptions

Webinar Members get:

  • On-demand access to the entire webinar archives (now 792 classes, 1,047 hours of genealogy education)
  • On-demand access to the instructor handouts (now 3,506 pages)
  • On-demand access to the live webinars' chat logs
  • 5% off all products at www.FamilyTreeWebinars.com (must be logged in at checkout)
  • Access to all future recordings for the duration of their membership
  • Chance for a members-only door prize during each live webinar
  • Access to register for bonus members-only webinars
  • Ability to view which webinars you are registered for
  • Use of the playlist, resume watching, and jump-to features

Introductory pricing:

  • Annual membership: $49.95/year
  • Monthly membership: $9.95/month

Click here to subscribe.

Register for our upcoming webinars (free)

Legacy 9 Unlocked (part 7): Adding Email Correspondence  11/16/2018  Geoff Rasmussen
Every Day Life of Our Ancestors  11/20/2018  Ann Staley  CG  CGL
Railroad Records and Railroad History: Methods for Tracking  11/28/2018  Paula Stuart-Warren  CG  FMGS  FUGA
Legacy 9 Unlocked (part 8): The Smoking Gun  11/30/2018 Geoff Rasmussen
Ins and Outs of Indexes: Keys to Unlocking County and State Records  12/05/2018  Mary Kircher Roddy
Legacy 9 Unlocked (part 9): Adding an Entry from an Online Database  12/07/2018  Geoff Rasmussen
101 Ways to Design a Genealogy Chart  12/12/2018  Janet Hovorka
Citation for beginners  12/14/2018  Shellee Morehead  PhD  CG
Proving Identity and Kinship Using the GPS: Finding a Freedman's Family  12/18/2018  Nancy A. Peters  CG
That Splendid Little War: Researching Your Spanish American War Ancestors  12/19/2018  Michael L. Strauss  AG


Print the 2018 webinar brochure here
.

See you online!


Register for Webinar Friday - Legacy 9 Unlocked (part 7): Adding Email Correspondence by Geoff Rasmussen

Register

In this series, Legacy’s Geoff Rasmussen will guide you through the step-by-steps of properly adding genealogy documents, citations, and digital media to your Legacy Family Tree 9 software. Each class is based on a different chapter in his popular book, Legacy 9 Unlocked: Techniques, Tips and Step-By-Steps for Using Legacy Family Tree to Record Your Genealogy. Watch them in order if you want to  follow the mystery or jump around to capture the instructions.
 
In this class, “Adding Email Correspondence,” you will learn the six steps of adding information from an email to Legacy.

Join us and Geoff Rasmussen for the live webinar Friday, November 16, 2018 at 2pm Eastern U.S. Register today to reserve your virtual seat. Registration is free but space is limited to the first 1,000 people to join that day. When you join, if you receive a message that the webinar is full, you know we've reached the 1,000 limit, so we invite you to view the recording which should be published to the webinar archives within an hour or two of the event's conclusion. 

Registerbut 

Or register for multiple webinars at once by clicking here.

Not sure if you already registered?

Login to view your registration status for this webinar (available for annual or monthly webinar subscribers).

Test Your Webinar Connection

To ensure that your webinar connection is ready to go, click here.

Can't make it to the live event?

No worries. Its recording will be available for a limited time. Webinar Subscribers have unlimited access to all webinar recordings for the duration of their membership.

About the presenter

GeoffRasmussen-144x144Geoffrey D. Rasmussen is the father of four budding genealogists. He graduated with a degree in Genealogy and Family History from Brigham Young University and has served as director and vice-president of the Utah Genealogical Association. He is a dynamic genealogy speaker on all forms of genealogy technology, and as host of the Legacy Family Tree webinar series, has spoken virtually to nearly 100 different countries. He has authored books, videos, articles, and websites, and develops the Legacy Family Tree software program. On a personal note, Geoff enjoys playing the piano, organ, cello, basketball and bowling. His favorite places are cemeteries, the ocean, and hanging out with other genealogists. He met and proposed to his wife in a Family History Center.

He is the author of the recently-released, Kindred Voices: Listening for our Ancestors, and the popular books Legacy Family Tree, Unlocked!and Digital Imaging Essentials.

 
Add it to your Google Calendar

With our Google Calendar button, you will never forget our upcoming webinars. Simply click the button to add it to your calendar. You can then optionally embed the webinar events (and even turn them on and off) into your own personal calendar. If you have already added the calendar, you do not have to do it again - the new webinar events will automatically appear.

Webinar time

The webinar will be live on Friday, November 16, 2018 at:

  • 2pm Eastern (U.S.)
  • 1pm Central
  • 12pm Mountain
  • 11am Pacific

Or use this Time Zone Converter.

Here's how to attend:

  1. Register at www.FamilyTreeWebinars.com today. It's free!
  2. You will receive a confirmation email containing a link to the webinar.
  3. You will receive a reminder email both 1 day and 1 hour prior to the live webinar.
  4. Calculate your time zone by clicking here.
  5. Make sure you have the latest version of Java installed on your computer. Check at www.java.com.
  6. Check your GoToWebinar connection here.
  7. Click on the webinar link (found in confirmation and reminder emails) prior to the start of the webinar. Arrive early as the room size is limited to the first 1,000 arrivals that day.
  8. Listen via headset (USB headsets work best), your computer speakers, or by phone. 

We look forward to seeing you all there!


A love affair with genealogy PLUS Industry-changing announcements

In his keynote address at the first-ever MyHeritage LIVE family history conference in Oslo, Norway, MyHeritage Founder and CEO, Gilad Japhet, talks about his passion for family history and recounts the milestones in his genealogy journey. He also outlines his roadmap of the future of genealogy and makes industry-changing announcements about genetics (including reconstructing ancestral DNA and obtaining DNA from old envelopes).

Watch the video here.

2018-11-03-image500blog-gilad


Tuesday's Tip - Custom Event Sentences (Advanced)

Custom Event Sentences

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

Custom Event Sentences (Advanced)

It would be pretty hard for me to write a step-by-step tutorial for this topic because there are so many different ways you can go with the event definitions. Instead, I have listed some tips that will make the entire process go smoother. So why would you want to edit the default sentences anyway? This is a VERY powerful way to get your reports to read out exactly like you want. The default sentences are pretty generic but you can customize them to make your reports more interesting to read.

There are two ways to get to the Edit screen. The first is to go to View > Master Lists > Event Definition. Highlight the event you want to work with and click Edit over on the right.

Add/Edit an Event Definition screen
(click image to enlarge)

The second way is to access it from an individual's Edit Event screen. This is a bit of a shortcut in that it will bypass the Event Master List and take you directly to the Edit screen for that specific event. Simply click the Edit Event Sentence Definition button.

Edit Event screen
(click image to enlarge)

Now that you know where to find the Edit screen, here are the tips:

The Help File
There is a Help button on each of the edit screens that will take you to the appropriate topic in the Help File. Make sure that you also click the links in each of these articles to access the related topics. The Creating Event Sentences article is the meat and potatoes one but you must read all of the related topics as well.

Backup Your File
Before you get started, backup your file. I would backup your file after each event is customized. You can then go back to a certain restore point if you decide to go in a different direction with your sentences. You can change the names of the backups to reflect where you are in the process.
 
Trial and Error
Until you get good at this there will be a lot of trial and error involved. You will need to create and preview reports to test your sentences. One way to make your reports load faster is limit them to 2 generations, deselect the Table of Contents, Indexes, and Title Page, and untick every option on every tab EXCEPT the event boxes. Don't forget to click the Event Options button and tick every box there. On the Format tab click the Event Narrative Format button. You will need to run your sentences through different scenarios to make sure they work everywhere. This is easier if you always use the exact same event options but I don't so this is important to me. If you need help with the Report Options you can refer to Legacy 101 - Reports.
 
Options on the Include tab
(click image to enlarge)
 
Options on the Format tab
(click image to enlarge)
 
Consistency is Key
For your sentences to work right you need to be consistent with how you enter your data. You can build in some if-then scenarios which will take into consideration any unavoidable inconsistencies but as a general rule you should be entering each event type in a consistent manner.
 
Events and Roles
You can customize both Events and Roles using the same "codes." When you customize a role, that customization will be specific to the role that is tied to the event you are working with. This is important to understand if you have the same role name connected to multiple events. For example, you might have the role "Witness" for several different events. Customizing one does not effect the others.  As with events, you can get to the roles in two ways. The first is from the Add/Edit an Event Definition screen. Click the Roles for those Sharing this Event tab, highlight the role you want to edit, and then click the Edit Role button at the bottom.
 
Edit Role from the Event edit screen
(click image to enlarge)
 
This will bring you to the Add/Edit Event Role screen which looks very much like the Add/Edit an Event Definition screen.
 
Add/Edit Event Role screen
(click image to enlarge)
 
The other way is to access it after you have shared an event with someone and have assigned a roll to them. 
 
Edit Role Step 1 and 2
(click image to enlarge)
Edit Role Step 3 and 4
(click image to enlarge)
 
The Reset Button
You will see a Reset button on the Edit screen. If you click that you will see two options. One will reset your sentences back to the Legacy defaults but the other option will allow you to load the sentences from another event. This is a great time saver. Once you get one event just the way you like it, you can use those sentences as a template so that all you have to do is minor tweaking instead of starting from scratch every time. You can of course do this with roles as well.
 
Tagging
On the Master Event Definition screen you will see that you can tag events  I like to tag an event when I have finished constructing the sentences for that event so that I can see at a glance which ones have been done. This is just the way I use the Tags. You might already be using them for something else.

Give Yourself a Head Start
It is very likely that there are unused default events on your Master Event Definition List. You don't want to create sentences for events that you don't even use. You can purge these unused events. While on the Master Event Definition List screen, go to Options > Purge Unused. UNcheck the box that says Restore all original Event Types to this list.
 
Purge Unused Records
(click image to enlarge)
 
If you don't uncheck this box you will get all of the default events you are trying to purge re-added. You will also get a a second dialog box that says, WARNING! WARNING! WARNING!  Pay attention to this box! You need to click NO here or all of your sentences will be changed back to the default which means all of your hard work will have been for naught (did you backup your file?)  Better yet, if you get this dialog box that means you have made a mistake. You are better off clicking Cancel and starting over. 
 
Reset Sentences? dialog box
(click image to enlarge)
 
 
More "Codes"
In the drop down box you will see most of the codes but this isn't all of them. The rest are in the Help File (you might want to print out the list). 
 
Some Codes Only Work in Certain Places
For example, you can only use [CoupleNames] in Marriage Events and not in Individual Events. Why? If you were to try and use this code for an individual event Legacy would have no way to know which spouse you mean if the person has been married more than once. 
 
Font Attributes
The Windows formatting codes work here and the code will be visible so that you know exactly what you have done. Highlight the text you want to give an attribute to and then...
 
CTRL+B = Bold
CTRL+I= Italics
CTRL+U=Underline
CTRL+SHIFT++(the plus sign)=Superscript
 
You can also add the code manually (the text you want formatted goes BETWEEN the two codes)

Bold   «b» «/b»
Italics   «i» «/i»
Underline   «u» «/u»
Superscript   «sup» «/sup»

The Event Override
When you enter an event for someone you will notice that there is an Override tab. You can actually use the codes here but I wouldn't because it is a lot of work for something that will apply just to this one event. The only way it would be worth your while is if you are planning to change some of the details and you want the sentence to update itself. What I do instead is I simply type the sentence exactly the way I want it to read out. The override works well for unusual events that need to be worded in a way that the event definitions won't be able to do.
 
CAUTION #2
I already warned you about purging unused events to make sure that you don't accidentally reset everything back to the defaults but there is another place you need to be careful and that is in the List Cleanup (File > File Maintenance > List Cleanup). Make sure that the box next to Event Definitions is NOT checked!
 
List Cleanup
(click image to enlarge)
 
The good news is, if you accidentally check this box you will get the WARNING! WARNING! WARNING! just like you did when you purged your unused events. You will want to say NO.
 
Reset Sentences? dialog box
(click image to enlarge)

 

Caution #3
If you change languages you will lose your custom sentences. If you need to change languages, please work on a copy of your file (my preference) or backup your file and then restore that backup when you are done. Many of our reports allow you to change the report language without changing the underlying language of Legacy itself.

Language warning
(click image to enlarge)

Fun Bonus Feature!
Unless you are one of those people that REALLY pays attention to the Help File this is a feature that you might miss. You can customize the sample sentences that Legacy displays! Notice that the sample sentence has Seattle as a place name. I am a southern girl so Seattle has to go. If you click the little blue box a simple text file will pop up and you can make edits (for more info, please click the Help button on this screen). 

Bonus feature!
(click image to enlarge)

I only made a simple change to the location for this screenshot but you can completely customize the sentences. You will have to do this for the male individual event, female individual event, and the marriage event (there is a drop down box for these).

Location has been changed
(click image to enlarge)

 

I hope these tips will help you get started in customizing your event/role sentences without too much fear. Your reports will thank you.

 

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.