Tuesday's Tip - Options: Dates (Beginner)

TT - Options - Dates

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

Options: Dates (Beginner)

Previous articles in this series:
Customize Legacy
Options: General Settings
Options: Data Entry
Options: Data Format
Options: Date Defaults

The next section in the Customize Legacy menu is Options > Customize > 5. Dates

Option 5.1 Displayed As (ff)

Option 5.1
(click image to enlarge)

This section is pretty self explanatory. This is how you will see your dates on the various Legacy screens and in reports.

 

Option 5.2 Month Format (ff)

Option 5.2
(click image to enlarge)

Some countries do not capitalize the months of the year. Some people prefer the months in all caps so that they stand out. I have mine set to Initial Caps so that I can type faster. I can type the month in all lowercase and Legacy fixes it for me.

 

Option 5.3 Separators for numeric dates (ff)

Option 5.3
(click image to enlarge)

This is a stylistic choice. There are many countries that separate their numerical dates using periods. I personally prefer 11-30-1962. This will only go into effect if you have numerical dates chosen in Option 5.1.

 

Option 5.4 Double Date Cutoff (ff)

Option 5.4
(click image to enlarge)

Be careful with this one. If your file is mostly the UK and the English colonies then you can use double dating. Other countries switched calendars in completely different years. In my main file I have it turned off but I have a limited One Name Study that covers South Carolina pre-1820 so in that file I have it turned on. South Carolina was a British colony so double dating applies.

 

Option 5.5 Date Checking (gbl)

Option 5.5
(click image to enlarge)

I use all of Legacy's build in error checkers so I certainly have this one turned on. Typos make your work look amateurish Please don't go looking for typos in the blog because I am very capable of making mistakes and that is why this option is on.

 

Option 5.6 Preposition Before Full Dates on Reports (gbl)

Option 5.6
(click image to enlarge)

This is another stylistic choice. It is common to see this written as Mary Smith was born 12 March 1888 (no preposition) in journals.

 

Option 5.7 Prefixes (gbl)

Option 5.7
(click image to enlarge)

Most people will have abbreviations on the right side. I personally prefer all my words spelled out so there is no ambiguity. Because of this feature I can type a lot faster. I can type the abbreviation and Legacy spits out the entire word.

 

We have finished up Dates. Next time we will go over Options: Locations.

 

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 - Options: Data Defaults (Beginner)

TT - Options - Data Defaults

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

Options: Data Defaults (Beginner)

Previous articles in this series:
Customize Legacy
Options: General Settings
Options: Data Entry
Options: Data Format

The next section in the Customize Legacy menu is Options > Customize > 4. Data Defaults

4.1 Living Indicator Default (ff)

Option 4.1
(click image to enlarge)

If you select Yes Legacy will assume every person that you enter in your file is living until told otherwise. If you select No Legacy will mark every person you enter as deceased. If you select Use Previous Legacy will mark the person living or deceased based on the last person you entered. I normally have this set to Yes but I have a limited One Name Study that I am working on where I am only recording things that are pre-1820. In that file I have it set to No. If I enter someone, even if I don't enter any dates, it will default them to deceased.

 

4.2 Default Note Type (gbl)

Option 4.2
(click image to enlarge)

The option controls which Notes tab Legacy will open to when you click on a person's Notes icon. I work mostly in the Research Notes so I would rather it automatically Open to Last Used note type each time but if I worked mostly in the General Notes I would opt to have it Open window to General Notes each time. If you happen to work mostly on the Medical Notes tab then you would choose the second option.

 

4.3 Cursor Position When Viewing Notes (gbl)

Option 4.3
(click image to enlarge)

Some people like to have their notes in order so that the newest information is at the top. If that is you, choose Place cursor at beginning. If you prefer to have your notes where the newest information is at the bottom, choose Place cursor at end. Which you choose depends on how you use your notes and how you want your thoughts ordered.

 

4.4 When Adding New Records (ff)

Option 4.4
(click image to enlarge)

When you delete or merge people in your file you will create gaps in your RIN numbers. Checking this option will tell Legacy to use the first blank RIN when you enter a new person. If you don't have this checked you will notice that your RINs are not in a perfect sequence. I like my RINs to be tight so I have Legacy renumber them.

 

4.5 Default directions for latitude and longitude (ff)

Option 4.5
(click image to enlarge)

You want to select the values that correspond to the global quadrant where most of the people in your file are located.  You can manually change these if you need to when entering locations but you want it to default as much as possible.  Mine is set for the US but if most of your file is in Australia you would change this to S and E.

 

4.6 Quick Entry Character Ribbon (gbl)

Option 4.6
(click image to enlarge)

If you click the Change button you can select which special characters you want to display on your Character Ribbon. It might seem odd that I only have the pound symbol but I have all of the Windows shortcuts for the German diacritics memorized. It is much faster for me to just use the ALT codes for those. For some reason I never can remember the code for the pound symbol. You can have up to eight characters entered on the ribbon. This special toolbar is displayed on all of the notes screens and all you have to do is click the symbol you want and it will be inserted into your text.

 

4.7 Units of Measurement (gbl)

Option 4.7
(click image to enlarge)

This setting is a global control over the reports. This will be for things like margins and indents.

 

4.8 Time Format (gbl)

Option 4.8
(click image to enlarge)

I prefer a 24-hour clock so that is how I have Legacy set. You will see these times on the bottom toolbar (current time) and you will see them when you access a person's modified time or do a search by modified time.

That is the end of this section. Next we will go through Options: Dates.

 

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 - Options: Data Format (Beginner)

TT - Options - Data Format

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

Options: Data Format (Beginner)

Previous articles in this series:
Customize Legacy
Options: General Settings
Options: Data Entry

The next section in the Customize Legacy menu is Options > Customize > 3. Data Format

Option 3.1 Letter Case of Prefix and Suffix (gbl)

Option 3.1
(click image to enlarge)

If you choose Initial caps Legacy will automatically capitalize your prefixes and suffixes if you enter them in lowercase. Some people like this feature because you can type faster and it also keeps you from making a capitalization mistake. I have mine set to Don't change what I enter because I have a habit of using the suffix field for things other than a true suffix (many times in privacy brackets). If you have been using Don't change what I enter and you change your mind and select Initial caps you will notice the Apply button become active. If you click Apply it will go through your file and capitalize all of your prefixes and suffixes at one time.

 

Option 3.2 Letter Case of Given Names (gbl)

Option 3.2
(click image to enlarge)

This option is pretty much the same as the previous one but in this case I do want Legacy to capitalize the given names because I am very capable of making a mistake when typing and I have no given names that would be in lowercase.

 

Option 3.3 Letter Case of Surnames (gbl)

Option 3.3
(click image to enlarge)

I have this set to Initial Caps but there are going to be a lot of people that won't want to do this. If you have a lot of surnames like van der Molen then you don't want to have Initial Caps.

It used to be that UPPERCASE surnames were the norm in genealogy. I think this came about when we dealt a lot with unindexed books. If the surnames were in uppercase you could scan pages pretty fast looking for the surnames. Today this is not the standard; however, there are many people that still prefer it and so the option is here. This will trigger a Potential Problem since this isn't the standard. If you want to use uppercase surnames you need to do two things.

1) Make sure you have this option set to UPPERCASE and then click the APPLY button over on the right to make sure that all of your surnames are in uppercase.

2) Now go to Tools > Potential Problems. Click the Standardization tab. The very last entry is Surname entered as all uppercase. Uncheck that box.

Now you are good to go.

 

Option 3.4 Displaying Surnames (gbl)

Option 3.4
(click image to enlarge)

These options are for display only. In other words, it doesn't matter how you actually enter them, this is how the will be displayed on your screen. Most people that want their surnames in uppercase want them that way all the time so this option might be a bit redundant; however, /Surnames/ within slashes is a bit different. Sometimes it isn't obvious which is the given name and which is the surname. Slashes around the surname will tell you which is which. A lot of older programs did this and some people like it so we have it as a option. If you had the name Ann /Kelly/ you wouldn't mistakenly thing that her middle name is Kelly and that the surname is missing.

 

Option 3.5 Format of Names with Titles (gbl)

Option 3.5
(click image to enlarge)

This is how names with prefixes and suffixes will appear in the various reports. I do want Legacy to Put a comma before title suffix so that it reads out John Doe, Jr. I am not sure why you would Put a comma after a title prefix but there must be a reason so if anyone does this post a comment explaining why.

 

Option 3.6 Letter Case of Locations (gbl)

Option 3.6
(click image to enlarge)

This one works the same way as Options 3.1, 3.2, and 3.3. I have no locations that start with a small letter so I want Legacy to make sure I haven't made a mistake and it will capitalize locations automatically for me. Again, you have an Apply button so that you can convert all your locations with a click of a button. This is very convenient when you have done an import.

 

Option 3.7 Location Format (gbl)

Option 3.7
(click image to enlarge)

You can see how I prefer to format my locations in reports. I am not sure why you would want to remove the spaces because that wouldn't be good English nor would the option to have inconsistent spacing but apparently some people prefer this and that is why the programmers have included these options. You can use the Apply button to make sure your file is uniform, especially after an import.

 

Option 3.8 Child List Indicators (gbl)

Option 3.8
(click image to enlarge)

These options give very different displays so it is easier to do this with screenshots. Anything that has to do with a Direct Line means you have to have already set your Direct Line by going to Tools > Set Direct Line or the option won't work.

Use Bold and Underline on the numbers to indicate spouses and continued lines

Bold means the person is married. Underline means the person has children. If the person is both bold and underlined then they are married and have children which is the case in this screenshot.

Bold and underline
(click image to enlarge)

 

Use § and + at the end of names to indicate spouses and continued line

§ means the person is married but has no children. + means that the person is married and does have children.

Symbols on names
(click image to enlarge)

 

Indicate Preferred children in Child List (*)

Preferred Child
(click image to enlarge)

 

Indicate direct-line children in lists (bold)

Direct Line bolded
(click image to enlarge)

I showed you screenshots of the Children's List but some or all of these will also show up on the Name/Search List, Pedigree View, Descendant View, Index View, Edit Children and the Siblings List. On the Name/Search List and Index Views you will only see the Direct Line in bold. The § symbol there means a married name (a ~ means an alternate name). The Descendant View will only  have the Direct Line in bold.

 

Option 3.9 Living Indicator (gbl)

3.9

I like to keep this turned on because it might alert me to someone that is marked living that should be dead or someone that is marked dead that should be living. When I am working with DNA I will kill myself off (or whoever is the anchor person for the DNA gedcom I am uploading). I want the DNA matches to see my name while still protecting those people that truly are alive. Sometimes I forget to resurrect myself from the dead.

Alive

Living on
(click image to enlarge)

 

Dead

Dead
(click image to enlarge)

Notice that there is a button to Select Color if you want to change it.

 

Option 3.10 Term for Christening (ff)

Option 3.10
(click image to enlarge)

This is the only option in this section that is (ff). Why? If you have more than one file and these files have different demographics (time, place) you might prefer one term over the other.  This changes the display on the screens but it also changes reports and exports.

 

Option 3.11 Word for Blank Records (gbl)

Option 3.11
(click image to enlarge)

If you choose Unknown Legacy will automatically insert Unknown on your screens and in reports. I just prefer to leave it blank.

 

Option 3.12 Potential Problems Indicator (gbl)

Option 3.12
(click image to enlarge)

If you have this turned on you will see  a >> next to their title on the Family View, if you have excluding something from the Potential Problems.

Family View
(click image to enlarge)

 

And you will see an asterisk (*) on the Individual's Information screen.

Individual screen
(click image to enlarge)

 

That's it for this section. Next up, Options: Data Defaults.

 

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 - Options: Data Entry (Beginner)

TT - Options - Data Entry

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

Options: Data Entry (Beginner)

Previous articles in this series:
Customize Legacy
Options: General Settings

The next section in the Customize Legacy menu is Options > Customize > 2. Data Entry 

Option 2.1 When Adding and Editing Information (ff)
As always, you can see which settings I personally use. The Verify NEW Names, locations, and events will trigger a popup box every time you add something in these fields that you haven't already entered before. It is a great way to make sure that you haven't accidentally misspelled something.

2.1 When Adding and Editing Information (ff)
(click image to enlarge)

 

You entered a new Surname
(click image to enlarge)

 

When you add a new person, Jump to Notes when saving individual will take you directly to their notes, which notes field it jumps to is controlled by another option which we will get to.  This is convenient if you like to add some notes on the new person before continuing. Jump to Marriage Info when adding a spouse works in the same way. If you add a spouse to someone it will jump to the marriage screen so that you can add their marriage details (date, location, notes, events, sources, media). Check for Problems when saving individual is tied to the settings you have selected in Tools > Potential ProblemsVerify USA Counties in Place Names will trigger a dialog box if you enter the name of a county that didn't exist at the time of the event (based on the date you entered). This only works for locations in the US. Please see Using the USA County Verification Feature for more information.

When you add a child to a family, or you add a father to a child, the Add a default surname when adding a new father or child will automatically insert the surname to save you some time. Check for Duplicates while adding new individuals is tied to the settings you have in Options > QuickDup Options. If you enter a new person that Legacy thinks is a duplicate (based on what you have told Legacy to do) you will get a dialog box so that you can review the possible match.

Possible Duplicate
(click image to enlarge)

 

You can also click Options on this screen to change your criteria like you can at Options > QuickDup Options. If you select Yes, or I'm not sure you will be taken to the Manual Merge screen. If you select No, this person is not the same, the dialog box will close and your new person will be added to the database. The criteria for the QuikDup is more basic than what you will find in the regular Merge options (Tools > Find Duplicates). This QuikDup routine is a screening process.

 

2.2 When Adding New Spouses, Children, Events, and Media (gbl)

2.2 When Adding New Spouses, Children, Events, and Media (gbl)
(click image to enlarge)

You can see I have all of these boxes checked. When you add new spouses, children, events, or media, if they have dates they will be automatically sorted into their correct positions. Legacy follows a series of rules when it does this because some of your entries won't have dates. To see how this works, click the Explain how this sorting works link at the bottom of Option 2.2.

 

2.3 What Age to Presume a Person is Dead (ff)

2.3 What Age to Presume a Person is Dead (ff)
(click image to enlarge)

You can see that I err on the side of caution when it comes to automatically marking people as deceased. This option is based only on the person's entered date of birth. For those that don't have a date of birth entered, you can use Tools > Advanced Set Living (affectionately known as IntelliMurder) which will look at the dates of the surrounding people. For more information please see IntelliMurder!

If someone is over your Ask if living limit, you will get a popup box asking if the person is still alive. It is a signal that you need to do some checking to find out.

Is this Person Living?
(click image to enlarge)

 

If you make adjustments to your parameters you need to click the Apply button and Legacy will make a run through your file to see if anyone needs to be changed to deceased.

 

2.4 Text Formatting Codes (gbl)

2.4 Text Formatting Codes (gbl)
(click image to enlarge)

 

Checking this box will allow you to use the Windows shortcut commands for text formatting. You can highlight text within a note-type field and add the surround codes for bold, italic, underlined, and superscript by pressing Ctrl-B, Ctrl-I, Ctrl-U, and Ctrl-S. These codes are then honored when creating a report.

 

2.5 Enter Key Behavior (gbl)

2.5 Enter Key Behavior (gbl)
(click image to enlarge)

 

The first option means that you can use the Enter Key to move from field to field. If that screen has command buttons (for example, Edit, Save, Cancel) you have to manually mouse click to activate those buttons.

The second option is the Windows default which means you will be using the Tab Key to move from field to field.  The Enter Key in this case will activate whichever command button is default for that screen (it will highlighted). Notice in this screenshot the Save button is outlined in blue. Save is the default for this screen and it is the active button. You can simply hit the Enter Key to select it. If you need one of the other buttons you will need to use the mouse.

Command buttons
(click image to enlarge)

 

2.7 Ancestor/Descendant Interest (ff)

2.7 Ancestor/Descendant Interest (ff)
(click image to enlarge)

 

If you have this option checked, you will see two new boxes appear on the Individual's Information screen. You can set your interest in this person's Ancestors and/or his Descendants on a scale of 0-3.

Individual's Information screen
(click image to enlarge)

 

If you have this option on, you can use this as a Search Criteria. You will find this at Search > Find > Detailed Search.  As with most searches you can use Equal to, Greater than, and Less than. In the last box you can change the value from 0-3.  You can then work directly off of the Search List, print the Search List, or export the Search List just like any other Search List you generate.

Detailed Search
(click image to enlarge)

 

2.8 Rule for generating default married names (ff)

2.8 Rule for generating default married names (ff)
(click image to enlarge)

 

If you choose 1-Replace wife's surname with husband's surname as an additional entry in the Index View it is very similar to Option 2.1 where you can automatically generate a surname when adding a father or a child. However, when generating married names it is a view only.

If you do choose to generate married names, to be able to see these names on the Name List, Search List, and Index Views you have to have Married Names turned on there. On either screen go to Options and then click Include Married Names. The two screens work independently of each other. You can have married names turned on for the Name/Search List but turned off on the Index View. Married names will have a § in front of the name.

Married names on the Name List
(click image to enlarge)

 

Your other option is 0-None - don't generate married names.

If you ever change your mind, make sure you click the Apply button to the right of Option 2.8 which will reset your file to your new choice.

Next time we will go through 3. Date Format.

 

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 - Options: General Settings (Beginner)

TT - Options - General Settings

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

Options: General Settings (Beginner)

In Customize Legacy we went over some general information about the Options menu. Today we are going to look at the specific options in Options > Customize > 1. General Settings.

1.1 Program Startup (gbl)

1.1 Program Startup (gbl)
(click image to enlarge)


This controls what happens when you start Legacy. The Splash Screen is simply the Legacy logo that displays until the file has been fully loaded. It lets you know that something is happening.

The Starting View is which view Legacy will open to. This is a simple drop down box where you can choose. Since I normally work off of the Family View that is how I have mine set.

Family View

 

1.2 Starting Family File
If you have more than one file you need to tell Legacy which one you want it to open when you start up the program. You have three choices. You can see that I have mine set so that it automatically opens the last file I was working with. You can tell Legacy to prompt you with a list of files to choose from each time you open the program. Or, you can tell Legacy to always open a specific file.

1.2 Starting Family File (gbl)
(click image to enlarge)

 

If I click the down arrow next to Always open this file you can see that I have 3 files to choose from plus an "Other Files" folder that has a lot more. It will always open up to the folder that you have set as your default (another setting we will be getting to!)

Michele's Files
(click image to enlarge)

 

1.3 Starting Family (gbl)
So far I have told Legacy which file I want to automatically open and I have told it which View I prefer. Now I am going to tell Legacy which PERSON I want it to open to. You can see that I have it set so Legacy will go back to where I left off.

1.3 Starting Family (gbl)
(click image to enlarge)

 

Some people prefer to start off with a specific couple each time, usually yourself. If you choose to Display Preferred startup family you still need to tell Legacy who that startup family is.  You do this on the main ribbon at Options > Set Startup Family. When you click this icon you will be given two options. You can use the current couple on your screen or you can select from the Name List.

Set Startup Family
(click image to enlarge)

 

1.4 Starting Ribbon Tab (gbl)
There might be one toolbar that you use more than the others so you will probably want it to be the default starting toolbar. You can see that I have chosen My Toolbar which I have customized to have the icons I use most. You can also select Start with ribbon minimized which will give you more screen space for the family information that is being displayed. I like having the ribbon displayed so I don't have this checked.

1.4 Starting Ribbon Tab (gbl)
(click image to enlarge)

 

1.5 Tagging Options (gbl)
This is where you turn Tagging on or off. Tagging is VERY important to me so you can see that I have Tagging turned on.

1.5 Tagging Options (gbl)
(click image to enlarge)

 

You can specify which Tags you want to display on the Name/Search Lists. I have it set to show all 9 Tags. When you click Tags to Show on Name List you get this dialog box. You can show all 9 Tags or show only 3 tags. If you choose 3 you can tell Legacy which 3 you want to see.

Select Tags to Show
(click image to enlarge)

 

1.6 Show Popup ToolTips (gbl)

1.6 Show Popup ToolTips (gbl)
(click image to enlarge)



There are two different kinds of popup tips. You will see these when you mouse over something. Tooltips popup on Legacy features to give you a hint about that feature and Quick Name Lists pop up when you hover over a person's name. Here is an example of each. The first is an example of a Tooltip and the second is an example of a Quick Name List.

ToolTip
(click image to enlarge)
Quick Name List
(click image to enlarge)

 

I have ToolTips turned off because I don't need them but I have Quick Name Lists turned on because this is a great shortcut so that you don't have to click on another screen for the information.

 

1.7 Popup Information Boxes (gbl)
This option goes along with Option 1.6. 1.7 controls HOW these boxes pop up. I have mine set to pop up simply by hovering the mouse cursor over the spot where I want more info and it will pop up after 1/2 of a second.

1.7 Popup Information Boxes (gbl)
(click image to enlarge)

 

1.8 FamilySearch (ff)
Checking this box turns on the syncing arrows that you see on the Family View and the Pedigree View.

1.8 FamilySearch (ff)
(click image to enlarge)

 

If you have this turned off you will still have access to all of the other FamilySearch tools. Here is what it looks like on the Family View. Since both of my arrows are green this person is in sync. For more information about how to work with FamilySearch please see our FamilySearch Training.

15

 

1.9 LDS (ff)

If you are a member of The Church of Jesus Christ of Latter-day Saints and you do Ordinance work for your ancestors, you will want to turn this on. I am not a member of the LDS Church so I don't have it checked.

1.9 LDS (ff)
(click image to enlarge)

 

If you click the Set LDS Options button you can customize how things are displayed on your screens.

1.9 LDS (ff)
(click image to enlarge)

 

We have covered every option under 1. General Settings. Next time we will go through 2. Data Entry.

 

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 - Customize Legacy (Beginner)

TT - Customize 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.

Customize Legacy (Beginner)

One of the reasons I love Legacy is because of how customizable it is. I can make Legacy look and behave the way that makes the most sense to me when I am doing my research. This article is an introduction to a series that will be going through the Customize Legacy menus. These options are the general settings for your file. There are many more things you can customize (reports and charts, for example) but for right now we are going to focus on how to customize your entire file as a whole.

To see these menus to go Options > Customize.

Options > Customize
(click image to enlarge)

 

However, before we get started there are some general things to know.

On the left side of the above screenshot you will see there are 12 sections of Options. All of the Options within each section have a number, 8.2, 4.4, 1.6 etc. The first number tells you the section and the second number simply tells you which option in that section. This is handy when you are talking with others (or us) on the Legacy User Group Email List, the Legacy User Group on Facebook, the Legacy Support system, or the Legacy Enhancements system. You can use this as a bit of a shortcut so that you don't have to type everything out. You can just say Option 2.3 when you are talking about what age you want Legacy to automatically mark someone as deceased.

Option numbers
(click image to enlarge)

 

Each option is designated with an (ff) or a (gbl). (ff) stands for Family File and it means the option you are looking at only applies to the file that is currently open. If you have more than one file and you want this option to apply to all of them, you have to open them up one at a time and set the option. If you start a new file all of the (ff) options will be set to the defaults until you change them. (gbl) stands for Global and it will apply to all of your files. You don't have to open your files one at a time to set these. If you start a new file these will remain set for that file.

(ff) vs. (gbl)
(click image to enlarge)

 

At the bottom of each screen you will see Options for Default Settings. Click the button and you will see 5 options.

Options for Default Settings
(click image to enlarge)

 

For some reason Legacy users seem to overlook this button and there are some very powerful tools here. We are going to look at each one but not in the order you see on the screen.

Reset to Legacy-Defaults
This simply puts everything back to how it was when you first installed Legacy. If you want to wipe out your settings and start over from scratch this is how you do it.

Save current GLOBAL settings as User-Defaults
Remember the (ff) vs. (gbl) settings? This will only save the (gbl) ones.

Save current Family File settings as User-Defaults
This will save all of the (ff) settings.

Save ALL current settings as User-Defaults
This is the one I use. This saves both the (ff) and the (gbl) settings. I have all my options exactly how I like them and they all saved.

Reset to User-Defaults
Remember how I said that if you start a new file only the (gbl) settings will be carried over and all of the (ff) settings will go back to the defaults? When I start a new file I can immediately go to this screen and get it set up just like my old file. When we issue an update sometimes one or more of the settings will go back to the defaults. This can't be helped when the programming code for the things those settings control has been changed. When this happens you can reset back to your personal defaults. You can also experiment with different settings. When you are done experimenting you can reset back to your saved user settings.

Don't forget to click the Save button when you are finished customizing your settings. If you Cancel or simply exit using either the Esc key or the Windows X button in the upper right corner any changes you have made will not be saved.

Now that you have the basics under your belt we will go over all 12 sections of the Customize Legacy menu in future posts.

 

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 - Color Coding Living People (Beginner)

Color Coding Living People

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

Color Coding Living People (Beginner)

If you do DNA research it is common to kill people off so that they will show up in gedcom uploads. For example, I kill myself off as well as my paternal uncle and mother. I manage their DNA so I have gedcoms uploaded showing their information (with their permission of course). I do this with all DNA testers that I assist or manage (again, with their permission).

HOWEVER, sometimes I forget that I have killed someone off.

Here is my uncle and my aunt. Notice that the word Husband is in black and Wife is in red. Red = Living. Oops. My poor uncle! I can assure you he is alive and well. Also notice that his relationship label says "Self." I have the relationships set to him instead of me and that is a clue that I am currently working with his DNA.

Living Indicator
(click image to enlarge)

 

To turn this option on, go to Options > Customize > Data Format > Option 3.9 and make sure that Highlight Living Individuals is selected. Of course you don't have to be doing DNA research to turn this on. It is a quick way to tell who is alive in your file which can be very important if someone that should be dead isn't. You can see read about this in IntelliMurder!

So what if you don't like red and would prefer purple? Click the Select Color button to the right.

Select Color
(click image to enlarge)

 

Now you can select a color from the boxes at the top left, or a color from one of the Color Palettes on the right, or you can click the Set Custom Color button to pick your own color. I chose #7 from the ArtDeco Color Palette, a nice dusty purple. You can see the old color and the new one. Once the color loads, click Select this Color.

Select a Color
(click image to enlarge)

 

And here is what it looks like on the screen. Hmmmmm, I might need to go a shade darker.

On Family View
(click image to enlarge)

 

My uncle will be happy to know that I just resurrected him from the dead.

 

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 - Statistics Report (Beginner)

TT - Statistics Report

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

Statistics Report (Beginner)

Legacy's Statistic's Report is a great way to see all kinds of interesting information in your file like who the oldest person was, which couple was married the longest, what is the most common given name, etc. However, you can also use the Statistics Report as an additional data error checker. You will see things here that the other built in error checkers won't pick up because of the nature of the problem. There are some things the other error checkers would pick up if you were entering your data, but if your data came in as a gedcom import, those errors were already made and Legacy won't readily see them (things like people being 256 years old).

To open this report, go to Reports > Statistics Report. This one is right on the Ribbon. You can also find it by going to Tools > Statistics, again, it is right on the Ribbon.

Here are two examples of errors:

Person is too old
(click image to enlarge)

 

Marriage is too long
(click image to enlarge)

This is a great double check for errors. It is easy to then open that person to see what is going on and fix the problem.

 

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 - Non-breaking Spaces (Beginner)

Non-breaking Spaces

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 - Non-breaking Spaces (Beginner)

Let's say you have someone in your file named Mary Lou Simmons. She always went by Mary Lou and not just by Mary. In the narrative portion of reports Legacy will only pick up the first name, Mary. There is a trick to tell Legacy that you want this person to be referred to as Mary Lou.

In Windows there is a command for a "non-breaking" space which keeps two words together as a single unit. The keyboard shortcut for this is ALT 0160 and this does work in Legacy. In the Given Name field type Mary, then ALT 0160, then Lou. You will see the cursor jump to make a space but won't see anything else different on the screen.

To use one of the Windows shortcut commands (there are many!) you simply hold down the ALT button while you type 0160 using the numbers keypad on the right side of your keyboard. If you are on a laptop that doesn't have a numbers keypad, HERE are instructions.

And this is what you will see in a report:

Mary Lou in reports
(click image to enlarge)

A very simple and useful trick.

 

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.

 

Windows shortcut for a non-breaking space ALT 0160 will cause given names to stay together in reports.  

Mary Lou Davis will appear as Mary Lou instead of Mary


Tuesday's Tip - Customize the Name List (Beginner)

Customize the Name List

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

Tuesday's Tip - Customize the Name View

I work off of the Name List and Search Lists A LOT. There is a customization you can do that you might not find unless you are one of those people that likes to right click everything to find "hidden" features. 

Open the Name List (or a saved Search List) and click the Detail tab over on the right. This is what you will see.

Detail Tab
(Click image to enlarge)

 

Now right click or double click on any of the labels (Born, Bapt, Died, etc). and you will see this popup.

Customize screen
(Click image to enlarge)

 

You have 98 things to choose from and if you choose Event or Hashtag, you have even more, as many as you have entered into Legacy.  Also notice that there are Save and Load buttons on this screen. You can save up to 10 different sets of labels. This is great when you work on different projects.

Save Custom View
(Click image to enlarge)

 

And here is what my labels look like after I customized them.

Custom labels
(Click to enlarge image)

 

There are so many different ways to customize your screens so that you see the information you want to see.  This will help save you time when you are researching.

 

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.