Tuesday's Tip - Linking to Parents (Beginner)

TT - Linking to Parents

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 - Linking to Parents (Beginner)

If you need to link someone in your file to a set of parents that you already have, you don't want to make the mistake of linking to the father and then to the mother. You will end up creating ghost marriages and your child will not be linked correctly. If the parents are already linked to each other you must link the child to both of them at the same time. 

With the child in the Family View, right click in the parents' area and then choose Link to Parents.

Link to Parents
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The Marriage List will come up. Highlight the correct set of parents and then click the Select button.

Marriage List
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And now you will see the correct set of parents displayed.

Parents are now linked
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You can do this in the reverse. With the parents in the Family View, right click in the Children's area and select Link to an Existing Son (Daughter).

Link to an existing son
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This time the Name List will come up. Select the child you want to link and then click the Select button.

Name List
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And now the child will be linked correctly.

Child is now linked
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In the next Tuesday's Tip I will show you how to link to a single parent.

 

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 Gender (Beginner)

TT - Color Coding Gender

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 Gender (Beginner)

In my personal file boys are blue, girls are pink, and those persons with an unknown gender are green. 

 

Index View
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You will see these colors on the Name List, Search Lists, the Index View, Descendant View, Pedigree View, Children's List and Siblings List. You can change these colors to whatever you like or you can removed the colors completely (black text for all genders).

Starting in the Family View, Go to Options > Change Colors. A pink dialog box will appear. You can ignore that box for now. 

Options > Change Colors
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Now LEFT click in the Children's List area and you will see a new popup.

Set Gradient Colors
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I love color so I really like all of the color customization options that Legacy has.

 

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 - Which Fields Have Sources? (Beginner)

TT - Which Fields Have Sources

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

Which Fields Have Sources? (Beginner)

When you are looking at a person's Individual's Information screen it is easy to see which custom events have sources because there will be a source icon over on the right but what about the vital events at the top of the screen? You can tell Legacy to change the label color if that field has a source. I have mine set to turn red.

Which fields have sources
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It is easy to change the color. I am going to change mine to purple. In the Family View go to Options > Change Colors.  You will see a pink dialog box pop up. Select Click here to change other user-interface colors.

Set Color Scheme dialog box
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The Set Interface Colors dialog box will pop up. Make sure you are on the Other Colors tab and then you will see the Sources: option. In the screenshot you can see that mine is still set to red.

Set Interface Colors dialog box
(click image to enlarge)

 

When I click the field next to Sources: I get a screen where I can choose a new color. Notice that there are Color Palettes over on the right if you want to design all your colors based on a certain theme.

Select a Color dialog box
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Click Select this Color > Save > Close.  Now my label turns purple if I have a source. 

Individual's Information screen
(click image to enlarge)

 

I love jazzing up my colors in Legacy. Every so often I will completely change my colors. It takes some time to get everything just right so make sure that you save your work. Remember the pink dialog popup box? Click Options > Save the current color scheme and you will see two options. You can save this as your User-Defaults or you can save it for future use.

Saving a color scheme
(click image to enlarge)

You can save as many color schemes as you want and then flip flop back and forth between them. I will be doing a future article that goes more in depth with all of the different color options but I wanted to show you this one thing now that will make it easier for you to know which fields have sources attached to them.

 

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 - Questionnaires and Interview Reports (Beginner)

TT- Questionnaires and Interview Reports 2

Questionnaires and Interview Reports (Beginner)

In Printing Blank Forms, I showed you how to print blank Individual Reports, Family Group Reports, and Pedigree Chart Reports which will help you gather information from your extended family members. There are two more tools that you can use, the Questionnaire and the Interview Questions Report. 

The Questionnaire is very straightforward. Go to Reports > Questionnaire 

Questionnaire Report
(click image to enlarge)

 

The beauty of this report are the opening and closing paragraphs. I have found that if I provide the person with some background information about the family and what I am trying to find out it is much more likely that I will get a positive response. Dave Berdan has given you an excellent template to work from. You can easily type in your own information.

Opening paragraph
(click image to enlarge)
Closing Paragraph
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The Interview Report is amazing and in my opinion, under utilized. Go to Reports > Other Reports > Interview Questions.

Interview Report
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This report is completely customizable. There are three tiers, the main topics, the subtopics, and then the questions.

Topics, subtopics, questions
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You drill down to the subtopics and questions by using the plus (+) sign to the left or you can use the Expand Group button at the bottom. You collapse each section by using the minus (-) sign to the left or the Collapse Group button.

You can change the wording of the main topics, subtopics, and questions, you can add your own main topics, subtopics, and questions, and you can delete any of the main topics, subtopics, and questions. To further customize the report, click the Cover Page tab at the top and you can enter all of the particulars. I love this feature because you can now file a hard copy of this report in your paper files which will become an heirloom. 

Cover Page
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The Interview Report also comes with a built in Permissions page (customizable). Whenever you record information about a living person you must have their permission to use it in an public way.

Permission to use
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Before you print, go through and check just the questions you want to include. You can also save multiple sets of questions by clicking the Save Questions button in the lower right hand corner. You call them back up by choosing Load Questions. When you save your questions make sure you title the file in such a way that you know what each set of questions it is.

You can print the report to give to someone to fill out or you can use it as a guide when you are doing an oral interview. When you source this information you can use Legacy's SourceWriter Interview template.

I hope this has given you some ideas of how you can bring life to your family history by gleaning information from your extended family members through personal interviews. Here are two additional articles that will help you write your ancestors' stories.

Bringing an Ancestor to Life

Writing a Biography

 

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 - Printing Blank Forms (Beginner)

TT - Printing Blank Forms

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 - Printing Blank Forms (Beginner)

You can print blank Individual Reports, Family Group Reports, and Pedigree Chart Reports which are great to pass out at family gatherings. I have learned things this way that opened doors for new research.

Go to Reports > Family Group. As soon as it opens you will see the Blank Report button. You can also click the Pedigree or Individual tab at the top to get to their blank reports.

Blank Reports
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When you click the Blank Report button on the Family Group Report you will get a dialog box where you can customize the report before you Preview/Print.

Blank Family Group Report
(click image to enlarge)

 

When you click the Blank Report button for either the Pedigree or Individual Chart Report you will not see a separate dialog box with options. It will go straight to the Print Preview. You can set the number of generations you want to see on the Pedigree Chart Report by using the same option that you would use if you were printing a regular report.

Blank Pedigree Chart
(click image to enlarge)

 

You can also save these as PDFs and email them to your family members.  I have found most people are pretty cooperative when you ask them to help you put together the family tree. I always like to offer them a printout after I get everything entered which they usually appreciate. 

Don't forget to source the information when you enter it into Legacy. We have SourceWriter templates for Family Group Sheets and for Pedigree Charts. 

 

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 - The Legacy Cloud Backup (Beginner)

TT - Legacy Cloud Backup

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

The Legacy Cloud Backup (Beginner)

Legacy offers free cloud backup service for your Legacy file (Legacy 9 and later). This is available for both Legacy Standard and Legacy Deluxe users. There are a few things that you need to know about this service:

  • This is in addition to, not instead of, your normal backup routine. It is an added layer of protection
  • You can only back up your Legacy data file and not your associated media
  • When you back up to the Legacy Cloud your previous backup will be overwritten. If you have more than one Legacy file, you can back up each one but only the most current copy of each is retained
  • No one has access to your data (it is password protected)
  • If you forget your password, we will reset it. You can then log in with a temporary password and change it (this is under the Manage Account link)

Go to File > Backup File

Backup screen
(click image to enlarge)

 

Before you will be able to backup to the Legacy Cloud you will need to register for an account. You can do that by clicking the Manage Account link. Once you are registered you will notice that you can do your normal backup routine and the cloud backup at the same time.  When you click Backup you will see a process monitor showing that the backup is taking place. When the backup is finished you will be returned to the screen you were on.

If you ever need to restore a cloud backup, go to File > Restore File

Restoring a file
(click image to enlarge)

 

You can see that you can restore one of your normal backups (local) or you can restore from the Legacy Cloud.  Either way, you will be told that all files must be closed before a restore. If you choose to restore from the Legacy Cloud you will then see this:

Files available to restore
(click image to enlarge)

 

You will simply highlight the file you want to restore and then click Restore and follow the prompts. The first two entries in my list are from old test runs I did. The last entry is just the Sample file which I work with when doing beta testing and screenshots. You can delete unneeded backups by highlighting the backup, selecting Options and then Delete Selected Backup. I did that and now you can see my two real backups.

Michele's backups
(click image to enlarge)

 

As long as you understand how the Legacy Cloud Backup works and its limitations, it is a great addition to your backup routine.

 

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 - The Relationship Calculator (Beginner)

 TT - The Relationship Calculator

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

The Relationship Calculator (Beginner) 

In the previous Ahnentafel Numbers article I mentioned the Relationship Calculator and how it can give you the exact relationship path between two people. This is one of my favorite tools in Legacy because it is not only useful, it is fun.

Before you get started, make sure you go to Tools > Set Relationships and set the relationship to yourself.  This will give you a bit of an advantage when you then go to Tools > Relationship to use the calculator.  If you set the relationships first Legacy will automatically put you on the left side of the screen and whoever is highlighted in any of the Views (Family, Pedigree, etc.) on the right side saving you time with having to manually select the two people you want to calculate.

Set Relationship
(click image to enlarge)

 

I have set the relationships to myself and I have navigated to one of my favorite relatives, Keziah Grantham, in the Family View.  Since I have set the relationships you will see Keziah's relationship to me above her name but this is only the beginning. The Relationship Calculator will give you even more information.

Family View
(click image to enlarge)

 

Now I go to Tools > Relationship.  Notice that Legacy automatically put me on the left and Keziah on the right. You can also manually select the left and right persons by using the Select Left/Right Person buttons.

My match to Keziah
(click image to enlarge)

You can see that Keziah is my first cousin, thrice removed. Our common ancestor is Daniel Grantham Sr. and his wife Sarah Slade. On the left you can see my path up to Daniel and Sarah and you can see Keziah's path to them on the right.

Here is what you will see if you are related to someone in more than one way. To see the paths for each match you will click the matches one at a time.

Multiple matches
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Here is what you will see if you are related in some convoluted way by marriage but not by blood (if you have non-blood relationship set to calculate).

Non-blood relationship
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And here is what you will see if the person you are calculating to is in a younger generation than you are. There will be an asterisk next to the relationship.

Younger generations
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We need to talk about the settings a bit.  The default is 999 blood relationships and 10 non blood.

Default settings
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I don't know of any two people that are related to each other 999 different ways but you never know. Leaving this at the default will be fine for most users, however, if you have a very large file (in the hundreds of thousands), and/or you have a very convoluted file (a lot of pedigree collapse that you see in royal lines or very isolated communities) then you will want to knock this number way down so that Legacy doesn't have to do as many calculations. You can easily put this at 5 and be fine. If you aren't interested in the non-blood relationships then you can just put this at 0.

Ah but we are now just getting to the best part.  You can print really cool charts from here. You can read how HERE. In that article I am focusing on how you can use the Relationship Chart with your DNA matches but you can send these to any distant relative that you make contact with to show them just how the two of you are related. It makes a very nice presentation.

Actually seeing the path to your common ancestor will tell you more than just knowing that you are 4th cousins, twice removed.

 

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.

 


Two New Featurettes

NameTags

Every so often the developers will sneak a little something in an update. They have been rather generous lately. In A Surprise Easter Egg I told you about one such feature. It got its own article because it was a fairly big feature. I have a couple more I want to tell you about that are a tad smaller but still very cool. They aren't quite big enough to be features so they are featurettes. 

If you go to Reports > Other Reports > Name Tags you will now see that there are options to include Only Living Individuals, Only Dead Individuals, or Living or Dead. Before it was all or nothing. Why is this important? You can restrict it to living individuals for things like name tags for reunions or you can restrict it to dead individuals (or both) if you are wanting to make labels for file folders. The Name Tags report just became more useful.

If you go to View > Master Lists > Surname, highlight a surname, and then click Show List over on the right, you now get a dialog box asking you if you want to Exclude Married Names and/or Exclude AKAs. This is something that will help our One Name Study people tremendously. You can now restrict the list to just those persons born with that surname.

Normally updates are for bug fixes and upgrades are for new features but every so often something slips in.

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.


A Surprise Easter Egg

Surpriseeasteregg

The developers snuck a new feature into Legacy while I wasn't looking. This is something the beta testers have had for some time. They probably knew it was in the current update and are probably laughing at me right now. Yesterday someone emailed in a request for the very same feature so I sent an email to the developers asking them if they planned to release this in an update. Their response, "We already have." So what we have is an "Easter Egg." So what is the new feature? It is called the Realtime Hint Processing Monitor.

Before I show you what this is, you need to make sure that you have Hinting turned on.  Go to Options > Customize > View > Option 8.13 and select your preferences. Now open the Family View. At the bottom on the screen you will see your three Quick Bookmarks. Notice that they have numbers in front of them. It is the Number 1 that you need to be focusing on. 

Quick Bookmark
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Now double click that number 1 and this is what will pop up:

Relatime Hint Processing Monitor
(click image to enlarge) 

 

Close - Closes the monitor window
Stop Hints - Turns off the background hint timer, thus stopping the processing of pending hints
Restart Hints - Restarts the background hints
Start Over - Erases all the current hints in the Hint file and starts over from scratch, adding individuals who are shown on the screen as you navigate through your family file
Refresh (the icon below Start Over) - Re-gathers all the hints currently in the Hint file

To make it official, we have now added an entry in the Help File explaining what the Process Monitor does but the feature itself is still a bit hidden which makes it fun. 

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 - Ahnentafel Numbers (Beginner)

Ahnentafel Numbers

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

Ahnentafel Numbers (Beginner)

In a previous article, How to Create an Ahnentafel Report, I explained how to strip down an Ancestor Book Report to create a whole new report which is a great reference tool.  I spoke briefly about the Ahnentafel numbers that are in the Ancestor Book Report. The numbers preceding each ancestor's name follow a set pattern and they are easy to calculate. You will always be #1 in the report, your father will be #2, and your mother will be #3. You can look at anyone on the chart, no matter how far back in time, and calculate what their father and their mother's numbers will be. If you double the person's number you will get their father and if you double their number and add 1 you will get their mother. But what about calculating in reverse?

Someone sent me an email asking about these numbers. This person had numbers that are pretty large because his pedigree goes back many generations. The Ancestor Book Report/Ahnentafel Report does label the generations but just looking at the numbers doesn't tell you that path of the relationship, or do they?

If you have never visited Stephen P. Morse's Webpage you have been missing out. He has an eclectic collection of some of the most useful information/tools to help with your research. One of his tools is Decording Ahenentafel Numbers in One Step.

Here is a screenshot from my file:

Ahnentafel Numbers
(click image to enlarge)


If I run number 1299 through Steve's calculator I get:

Relationship: father's mother's father's father's father's mother's father's father's mother's mother

What fun! You can of course get a more detailed look at the path by using Legacy's Relationship Calculator which will be a focus of a future article. You can get a sneak peek by going to Tools > Relationship.

 

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.