Tuesday's Tip - Moving Tagged Non-Location Entries (Intermediate)

TT - Moving Tagged Non-Location Entries

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

Moving Tagged Non-Location Entries (Intermediate)

If you do a lot of importing from gedcoms or direct downloads from FamilySearch, you will notice that your Master Location List will have non-location entries (for example, "died at birth" or "married her first cousin")

Legacy has a built in system for moving these non-locations to a notes field. These will be global changes to your file so before you get started you need to make sure that you backup your file.

Go to View > Master Lists > Location. It is very important that you start out with NO tagged locations. Now you are going to go down your list and tag any location that isn't a location. Notice that I have tagged two locations.

Tagged locations
(click image to enlarge)

 

Now go to Options > Options for Non-Locations.  You have a choice to Move or Copy. I prefer to move which means the entries will be removed from the Master Location List. You also have a choice of having the entries go to the associated event note (Birth Notes, Death Notes, Marriage Notes, etc.) or to the General Notes. If you think that the entries are are actually related to the field where they are entered then the first option is what you want. If the entries have nothing to do with the field where they are entered then go with the General Notes.

Moving Tagged Non-Locations Entries
(click image to enlarge)

 

When you click Apply you will get a warning box asking you if this is really what you want to do. Assuming you say Yes, you will get a second warning box asking you if you want to remove the tagged entries from the Location List. This gives you a second chance to keep the entries on your Master Location List. You will only get this second dialog box if you chose to Move the entries. Once you click Yes the second time it is all over. This is why you need to make a backup because if you change your mind there is no going back. 

Here is an example of someone that had something moved from their death location to their death notes.

Death Notes
(click image to enlarge)

 

This is one of those not-so-well-known features in Legacy that can save you a lot of time.

 

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

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

 

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

 


Tuesday's Tip - How to Work With a Tagged Group (Intermediate)

TT - How to Work With a Tagged Group

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

How to Work With a Tagged Group (Intermediate)

This article assumes that you already know how to use the Advanced Tagging screen and how to tag groups of people via a Search. So now that you have a group of people tagged, what is the best way to work with them? I am going to show you two ways.

The first way is to simply create a Search List of your tagged people. 

Search
(click image to enlarge)

 

You can work with your tagged people directly on the Search List by using the tabs over on the right. When you are done with someone you can simply untag them from this screen. The next time you need to work with this group you will create a new Search List and it will show your remaining people.

Search List
(click image to enlarge)

 

The second way is to use the navigational arrows at the bottom right of the screen. The screenshot below shows that mine is already set to Tag 2 (I:2 means Individual Tag 2). To set the Tag, RIGHT click in the middle of the box and you will see the list of tags to choose from. This is available on every view.

Navigational arrows
(click image to enlarge)

 

In the above screenshot you will see left and right arrows next to the I:2 that you can use to go forward and backward between your tagged individuals. When you are done working with someone, untag them. When you get to the end of your tagged list you will get this message:

Reached the End message
(click image to enlarge)

 

If you are going to be moving back and forth a lot you will probably want to turn this message off by unchecking the box. You can also do this by going to Options > Customize > Other Setting > Option 12.5 Message Boxes (gbl). Click the button that says Turn on or off Optional Reminder Messages and then click the Messages tab. This is also how you would turn the feature back on.

Optional Reminder Messages
(click image to enlarge)

 

Searching and Tagging is one of Legacy's most powerful tools. I hope today's tip will help you easily navigate and edit your tagged persons.

 

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

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

 

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

 


Tuesday's Tip - A Shared Events Tip (Beginner)

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

A Shared Events Tip (Beginner)

Since I am a Legacy dinosaur I am still more into copying and pasting events than I am sharing events; however, I just found a reason why shared events is a very good thing.
 
Last night I found an interesting court case involving my 5th great-grandfather's brother John McMichael. He went to court in 1802 claiming that in 1788 Creek Indians had stolen three of his horses and he now wanted compensation. John's brother David (my 5th great-grandfather) signed an affidavit confirming the story but so did a man named Patrick Hays. I don't know who Patrick Hays is but I do know that David's grandson Leroy married an Elizabeth Hays. I added Patrick as an unlinked person and then I copied and pasted both the theft in 1788 and the 1802 court case to him. Then I had a light bulb moment. Patrick is unlinked in my file and I could very easily forget about him. If I shared the events with him instead of copying and pasting there would be a link between John McMichael, David McMichael and Patrick Hays. No matter who I am working with I can see the link between the men. If I had simply copied and pasted the event there isn't a true link. I would have to open the event, read it, then go to the other person to get more information. Now that I have shared the events it is much less likely that I will forget about Patrick. 
 
Shared Events
(click image to enlarge)
Old dogs can learn new tricks.
 

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 - Linking to Two Sets of Parents (Beginner)

TT - Linking to Two Sets of 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.

Linking to Two Sets of Parents (Beginner)

So far we have learned how to Link to Parents and how to Link to a Single Parent. Today I will show you how to link to two sets of parents.  

Gala Apple was adopted. Her adoptive parents are Mcintosh Apple and Cotton Candy. Through DNA Gala has found her biological parents. To add her biological parents you can either click the blue + (plus) sign in the parents' area or click the Parents icon in the row of icons under Gala. Notice that on the Parents icon there is a little number 1. That tells you that Gala has one set of parents. When we get done that will change to a 2. 

Add parents
(click image to enlarge)

  

When you use either method this is the dialog box that you will see. 

Parent's List dialog box
(click image to enlarge)

 

Since we have the adoptive parents already highlighted and ready to go we will work with them first. At the bottom you will see Relationship to Father and Relationship to Mother. We will use these to designate Gala's relationship to this set of parents.

Add the relationships
(click image to enlarge)

 

Now we can either Add New Parents or Link to Existing Parents. You have already learned the difference between these two in the article, Linking to Parents. Today we are going to Add New Parents. When you click Add New Parents you will now see this:

New parents are now displayed
(click image to enlarge)

 

Highlight the Unknown & Unknown Parents and then click Edit Father. You will see a now familiar dialog box giving you the option of Add a NEW Person or Link to an EXISTING person.

New Husband dialog box
(click image to enlarge)

 

We were already given the opportunity to Link to Existing Parents but we didn't choose that option before so why are we presented with this question again? You would select the previous Link to Existing Parents option IF both people are already in your file AND they are already linked to each other as a couple. You would use this Link to EXISTING Person IF the father is in your database AND the mother isn't OR the mother is in your database but not linked to this father yet.

We are going to Add a NEW Person so go ahead and click that button.

Add a New Father
(click image to enlarge)

 

The Individual's Information screen comes up. Notice that the surname Apple defaulted in. We will need to change that. 

Add a new name
(click image to enlarge)

 

After you Save this screen you will now see

The new father has been saved
(click image to enlarge)

 

If we didn't know the child's other biological parent we could stop here but we will go ahead and highlight Cheddar Cheese and now click Add Mother. Did you notice that the button Add Father is now changed to Edit Father?  After we click Add Mother we get a slightly different dialog box.

Add Wife
(click image to enlarge)

 

Don't let the Add Wife to:  throw you off. You are merely linking the two parents together. If they were not married you can easily mark them as such in just a minute. We are again presented with two options. We are going to Add a NEW Person.  I would use the Link to an EXISTING Person IF I had added the first parent as a new person AND now I am going to link that new person to an existing one in my file OR both parents were already in my file but they were not linked to each other as a couple. Legacy will link those two existing persons as a couple. Remember, if both persons are already in your file and they are already linked to each other, you would have used the option at the very beginning to Link to Parents.

So now I am going to add Gala's biological mother.

Individual's Information screen
(click image to enlarge)

 

After you click SAVE the Marriage screen will pop up.  Here is where you can mark the couple as not having been married if you need to.

This couple did not marry
(click image to enlarge)

 

After you click Save you are back to the Parents screen and now you can see both sets of parents. Notice that I have Cheddar Cheese and Pasta Salad highlighted and I have marked their relationship as Biological. Also notice that I could mark these relationships as private or invisible if I needed to.

Both sets of parents listed
(click image to enlarge)

 

If you go back to the Family View you will now see that the Parents icon has the number 2 and if you take your mouse and hover it over to the right of the Parents area you will see a bar appear that you can click to easily switch between the sets of parents.

Two sets of parents on the Family View
(click image to enlarge)

 

I want to go back to the Parents screen for a sec to point out something. You can mark either set of parents as Preferred. All that means is that when you are navigating through your file this is the set of parents that will be displayed in the various views. You can easily switch to the other set like I showed you in the last screenshot.  This will also be the set of parents that is displayed in reports. Some reports allow you to show both sets of parents.

In the screenshot you will see that Cheddar Cheese and Pasta Salad are showing as Preferred (asterisk * by their name). 

Preferred Parents
(click image to enlarge)

 

To change which couple is preferred, highlight the couple that you want to be preferred and then click Select. This dialog box will disappear but the change has been made. Open up the dialog box again and you will see that Mcintosh Apple and Cotton Candy now have the asterisk (*) and are the preferred parents.

New preferred parents
(click image to enlarge)

 

Before I close out this article there are two situations I want to address. If the child was adopted by a close relative you don't want to give them two sets of parents (for example, if the child was adopted by his grandparents).  If you do, you will create an Endless Loop that will cause you problems when doing reports. Instead, just leave them with their biological parents and explain the adoption in the notes or create an adoption event. 

The other situation has to do with step-parents. Ancestor and Descendant reports and charts are based on bloodlines. People write in all the time asking how they can get their stepchildren to display in their bloodline reports. 

If you want to include non blood relations you have to trick Legacy a bit by giving these children two sets of parents, their biological parents and their biological parent plus the step-parent. You will need to designate the step-parent in the Child-Parent Relationship.  I highly recommend that you leave the relationships blank for the biological parents and only designate the step-parent. I only mark the biological relationships in a non family member adoption. This will keep your reports from being cluttered up with labels. In the below screenshot you can see that Gala's mother Cotton Candy was married twice. Gala's relationship to Cotton's second husband, Sliced Bread, is Step

Step-parents
(click image to enlarge)

When you create a report you will need to select the option to include the Child-Parent Relationships. Open the report you are working with and then click Report Options. Make sure you are on the Include tab. About halfway down the left column put a check mark in the box that says Child-Parent relationships. If you don't, whoever reads your reports will get confused since reports are designed to show bloodlines. You will have children that appear to have been born out of wedlock (before or after the couple married). This is especially true if the mother is the step-parent and the father had children from a previous marriage. All the kids will have the same surname and it will appear that the couple had children outside of the confines of their marriage. If the wife is the one that was married more than one time you will have children with different surnames which will not readily make sense since the wife's previous marriage(s) will not be displayed.

Report Options
(click image to enlarge)

 

I hope this series of three articles, Linking to Parents, Linking to a Single Parent, and now Linking to Two Sets of Parents will help you document your relationships correctly.

 

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 - Linking to a Single Parent (Beginner)

TT - Linking to a Single Parent

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 a Single Parent (Beginner)

Last week I showed you how to Link to Parents but let's say you have someone in your database and you know who their father or mother is but you don't know who their other parent is. There are a couple of different ways to handle this but I am going to show you the easiest. This will work whether the parent is someone in your file or not.

If the child is already in your file put that person in the Family View. If the child is not in your file, enter the child as an unlinked individual (Add > Unlinked).  

Family View
(click image to enlarge)

 

Now right click in the parents area. You are going to select Add a Father (or Add a Mother). 

Add a Father
(click image to enlarge)

 

When you do, you will have the option to add a new person or link to an existing. We are going to Link to an EXISTING person

Link to existing person
(click image to enlarge)

 

The Name List will come up. Highlight the correct parent and click Select.

Name List
(click image to enlarge)

 

Now you will see the newly linked father (but no mother).

Father is now linked
(click image to enlarge)

 

When you put the father in the Family View, you will see that he is a single parent. Notice that Green Beans has a "2" on his spouse's icon. Green Beans is married but we didn't add his son Lima to his marriage but rather to a new, unknown relationship. If I had wanted to to link Lima to Greens Beans and his known wife I would have used the Link to Parents option instead and that is VERY important to understand. We get a lot of emails from people that linked to a single parent when they wanted to link to a married couple. 

Child is now linked
(click image to enlarge)

 

If neither parent is in your file, this is when you would Add a Father and then Add a Mother. When you do this Legacy will automatically link the two as a couple. If both of these people are already in your file you would never do this because what would happen is both parents would end up with a second marriage to themselves!

Adding parents one at a time
(click image to enlarge)

 

To review:

1) If you are linking to a married couple that is already in your file you will Link to Parents

2) If you want to link to a single parent (whether or not that person already has a marriage), then you will use the instructions above to link to a single parent

3) If neither parent is in your database, you can add them one at a time using the Add Father, Add Mother and Legacy will automatically link them together as a married couple

 I hope the information in this article and in the Linking to Parents article will help you get everyone in your file linked properly without creating extra, unwanted relationships.

 

 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 - 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
(click image to enlarge)

 

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

Marriage List
(click image to enlarge)

 

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

Parents are now linked
(click image to enlarge)

 

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
(click image to enlarge)

 

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

Name List
(click image to enlarge)

 

And now the child will be linked correctly.

Child is now linked
(click image to enlarge)

 

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
(click image to enlarge)

 

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
(click image to enlarge)

 

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

Set Gradient Colors
(click image to enlarge)

 

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 - Working in the Cloud (Advanced)

  Working in the Cloud

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

Working in the Cloud (Advanced)

Several people have asked for information about how they can share their data file between two computers using cloud storage. We see this question all the time.  

Dropbox, OneDrive, and GoogleDrive are three of the most popular cloud servers. I use all three to give me more storage space and options. The way it works is there is a local cloud file folder on your hard drive that sync’s to the cloud server. You can see that I have a local Dropbox folder and a local OneDrive folder on my computer and each one has subfolders and files. You can't see the GoogleDrive folder in this screenshot because it is further down the list of things on my computer. The main folder is created and the sync is established when you download the installation file from the cloud server you want to use.

Dropbox and OneDrive
(click image to enlarge)

 

If you have more than one computer then the cloud server will keep the files on both computers sync’d. All three locations will have exactly the same files. For example, I have a desktop and I have a laptop. Both are sync’d to OneDrive  If I add a file to the OneDrive folder on my desktop, OneDrive will automatically upload that file to the OneDrive cloud server and in turn automatically download it to the OneDrive folder that is on my laptop so that all three places have the identical information.

In Legacy 8 and newer your data file is normally saved to the \Documents\Legacy Family Tree\Data folder. Instead of saving your data file there you will save it to your local Dropbox folder. Simply move your family files to this folder using the Windows cut and paste. Your family files will have .fdb extensions but you will also see a lot of "helper" files that go along with your family file that have various extensions. If you move just your family files it is not a big deal because Legacy will simply recreate the needed helper files in the new location.

You will also want to move your Media files there as well. If you have Legacy 8 or later this is easy because you can use the Gather Media tool and you will not lose your media links. You will also want to change the file paths in the Options menu so that Legacy knows where your files are. Go to Options > Customize > 6. Locations > Option 6.1 and 6.2. You will need to set Option 6.2 for each file you have and you must do it with that file open on your screen. Use the Change button to navigate to the local folder on your hard drive. I would also send your backup files to the same cloud server. To do that all you need to do is go to File > Backup File and change the file path on that screen. If you use the cloud server for other things you might want to be a little more organized and label your folders inside the cloud folder like this:

Legacy Data Files
Legacy Media Files
Legacy Backup Files

An alternative would be something like this:
Legacy Data Files
Jones Media Files
Smith Media Files
Legacy Backup Files

or however it makes sense to you.  Just make sure that you have the file paths correct in the Options menu.

For those Legacy users that know what the user files are, do NOT put your user files in the cloud storage folder because Legacy is programmed to look for those in the Legacy folders on your hard drive. If you put the user files in the cloud storage folder Legacy will not “see” them. Both your desktop and laptop work off of the user files on that specific computer and will simply recreate the files it needs. If you don’t know what user files are then you don’t need to worry about this at all. If you want both computers to have the exact same settings you can copy the user files from one computer to the other (\Documents\Legacy Family Tree\_AppData folder). 

Now that you have it set up you are ready to go. There is one VERY important thing you must remember. You cannot have the file open on both computers at the same time. Why? Because if the two versions are different, and both computers sync to Dropbox, you risk corrupting your file. You will start seeing files that say, "Conflicted Copy." The proper way is to have Legacy open on only one computer. When you are finished on that computer close Legacy. You will now need to wait until the file has completely sync’d which means it is has been uploaded to the cloud server and it has been downloaded to the second computer. This can take minutes or it can take hours depending on several factors; the size of your file, the speed of your ISP and the speed of the Dropbox servers at that moment. The cloud server will tell you when everything has been sync’d. There will be an icon in your Windows tray at the bottom of the screen.  If you hover over the icon you will get a pop up message that will tell you whether or not everything has been sync'd.

One Drive   
Dropbox
GoogleDrive

I just added a bunch of stuff to GoogleDrive and it hasn't finished syncing yet. This will give you an idea of what you will see when your file is NOT sync'd.

One added bit of advice. Your Legacy file will be undergoing more manipulation than normal so I highly recommend that you do regular check/repairs on your file and create frequent backups. My personal routine is to check for broken media links, do a check/repair, and then backup. I do this every time I am working in my file which is pretty much every day. If I am doing a lot of data entry then I might do it more than once in a day. I actually think this is important for everyone but even more so for those users working in the cloud.

As long as you remember the "rules" of cloud storage you will be able to share your file between multiple computers without a hitch.

 

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
(click image to enlarge)

 

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
(click image to enlarge)

 

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
(click image to enlarge)

 

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.