Tuesday's Tip - The Other Clipboards (Intermediate)

TT - The Other Clipboards

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 Other Clipboards (Intermediate)

I wrote two articles about the Source Clipboard:

The Source Clipboard Part I
The Source Clipboard Part II

But what about the other clipboards in Legacy? The clipboards are there to save you time and to help you make your entries uniform.

 

Event Clipboard
After you have entered an event for someone you can copy and paste that event to other people. This is different than “sharing” an event which will probably be the topic of a future article. I use the copy and paste option for census records (personal preference). Everything is copied including the source citation and the linked document.

Here is Ebenezer Grantham’s event for the 1850 United States Federal Census. I am going to copy it to all of the family members that also appear on this census. After I have entered the information, I click the Copy button.

Copy button
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I then go to his daughter Leucretia and click Add to add an event. The event comes up blank. All I have to do is click the Paste button.

Paste icon
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Now I have this:

After the paste
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Notice that the source was copied over (the source icon is colored in) and the image file of the actual census page was also copied over (you can see the thumbnail in the bottom right corner). This will save you oodles of time and you will be sure that everything is consistent and uniform.

 

To-Do Clipboard
If you need to check a specific source for more than one person this clipboard is for you. I ordered a Family History Library microfilm and I need to check this film for several people. I create the To-Do task for the first person, Hannah Drake, and then I click the Copy button.

To Do Copy icon
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I open Martha Stearns’ To-Do List and open a new task. It opens blank (the Open Date defaults in). Now I click the Paste button.

To Do Paste icon
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I get an exact copy tied to Martha Stearns. If I needed to customize it for this person I could add what I needed.

After the paste
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The To-Do List also has the ability to save up to ten of your favorite To-Do’s so that you can recall them at any time.

Let’s say I create a To-Do task for Find A Grave. I know this will be one that I use often so I want to save it. After I have entered the information I click the Save button.

Save icon
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You then get this:

Save To-Do Clipboard
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Now it is there when I need it. I open a new To-Do Task and click the Load button.

Load icon
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This is what pops up (too lazy to redo the screenshot so please excuse the typo):

Load To-Do Clipboard
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And now you get this:

After the paste
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So let’s go a little further and finish the task out. If this were a real person you might see this on the Results tab.

Results tab
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Take advantage of the built-in features that save you time, time you could be using to do research instead of repetitive 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 - The Source Clipboard Part II (Intermediate)

TT - The Source Clipboard Part II

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 Source Clipboard Part II (Intermediate)

In The Source Clipboard Part I, I showed you the clipboard's basic functions. There are two additional things you can do with the Source Clipboard and some Legacy users get confused between the two so I am going to explain both.

You can have up to 5 different sources on the clipboard at the same time. Whenever you click the Paste icon ALL of the sources on the clipboard will be pasted at the same time. Open the Source Clipboard, click Options at the bottom, select Allow multiple sources on the clipboard.

Setting up multiple clipboards
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Click on each tab and load the Master Source and Detail just like you did in Part I. Now when you paste your citation ALL of the sources you have loaded will paste. This is very different than saving a citation for later use.

You can save up to 10 different clipboards. They can be single citations or up to 5 citations on a single clipboard. This is very handy if you have some favorites.

Start by loading a Master Source to the clipboard. You can even add the detail if the detail isn’t going to change or if the detail is easy to change. Now click Save Citations to Disk at the bottom of the screen.

Saving a source
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Now you can open the Source Clipboard and select Load Citations from Disk. You will see a quick pick list of your favorite citations. You simply choose the one you want to use and then click Load.

List of saves citations
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The Source Clipboard will not only save you a ton of time, it will also make sure your citations are uniform when you are citing the exact same source.

 

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 Source Clipboard Part I (Intermediate)

TT - The Source Clipboard Part I

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 Source Clipboard Part I (Intermediate)

I had someone ask to see more about the Source Clipboard so here it is. The Source Clipboard is there to save you some time. I will give you an example from my file. I very often get death certificates or marriage certificates in batches. I can load a master source onto the clipboard and then just change the detail when I change certificates. Here is the process step by step.

Source Clipboard icon
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Step 1
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Select a source
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Enter the detail
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Save the detail
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Assigned Sources screen
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Paste icon
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The Source Clipboard has already saved you some time but here is where it will save you even more. Now I am going to add another Louisiana Death Certificate. I don’t need to change the Master Source, only the Detail. I go to my new person and click the Source Clipboard icon.

Source Clipboard icon
(click image to enlarge)
Change the detail
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New detail
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I can now paste this citation in all the places it needs to go. When I am done I will go to the next person.

In Part II, I will show you how to save source citations to use again later and also how paste more than one source at a 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 - 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
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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
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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
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And here is what it looks like on the screen. Hmmmmm, I might need to go a shade darker.

On Family View
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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 - Report Options Part II (Intermediate)

TT - Report Options Part II

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

Report Options Part II (Intermediate)

In Report Options Part I we went over some general information about reports and we covered the "tabs" of options. In this post we will cover the rest of the option screens.

We will use the Ancestor Book Report again as the example. Go to Reports > Ancestor Book and by now this screen will look familiar. This time though it will be the Report Options button we will be looking at.

Report Options
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When you click the Report Options button you will see a new screen. Notice that there are five tabs across the top and options on the right that do not change as you change tabs.

Main Report Options screen
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First let's take a look at the buttons over on the right. One of the most important buttons anywhere is the Privacy Options button. Before you create a report (or a web page, or export a gedcom) you need to check your Privacy Options. You have a lot of control with what gets printed (or exported) and what doesn't. Pay very close attention to these options. For more information about privacy in general, see Legacy 101 - Privacy.

Privacy Options
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The next button is the Page Setup. When that opens notice that there are three tabs here. Make sure that your settings here match what you have set in the Printer Options (explained in Part I).

Page Setup
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Headings and Page Numbering
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Footers
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If you have Include Compiler... check marked on the Footers tab, the Edit Compiler button will become active. If you click it, you will be able to edit the compiler information.

Edit Compiler
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The last button on the right is the Report Fonts. This screen is pretty self-explanatory. This will override what you have set in the main options for report fonts (see Part I).

Report Fonts
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Now let's go over the five tabs at the top.  There are two things to notice on the Include tab. The little C buttons to the right will clear that section removing all of the check marks. The other is the Event Options button that will open another screen of options.

Include tab
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Event Options
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The Format tab also has a button you need to click to find yet another page of options. The Event Narrative Formatting controls how your events will be listed.

Format tab
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Event Narrative Formatting
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The Notes/Stories tab controls the options over the narrative portions (excluding events).

Notes/Stories tab
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The Sources tab gives you a lot of flexibility with how your sources appear in your reports with regard to placement and what information is included.

Sources tab
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Depending on what you have selected on the Pictures tab, as well as which report you are working with, you have two more buttons of options, Set Regular Picture Options and Set Source Picture Options. The two screens look the same.

Pictures tab
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Picture Options
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There are a couple of things I want to point out that are specific to the Chart Reports. Go to Reports > Family Group which will open the collection of chart reports. Notice that you can access all of the Chart Reports from here. These reports have some cool additional features. You have the ability to change languages and add color. You can also print blank reports for Family Group Reports and Pedigree Charts.

Chart Reports
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We have come to the end of our tour through all of the Report Options. The specialty reports will have completely different screens but you now know to click on every tab and button to make sure that you are seeing everything that is available. If you take the time to go through the available options your reports will be spectacular.

 

 

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 - Report Options Part I (Intermediate)

Report Options Part I

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

Report Options Part I (Intermediate)

In Legacy 101 - Reports I gave a general overview of the different reports that are available in Legacy and the different options for each report. I want to go a little more in-depth about the options in this post. I am breaking this up into two posts because there is a lot of information. In this first article I will go over some general information and some of the options screens. The second post will cover the remaining options screen. First some general information.

Different reports have different options
The Chart Reports and the Book Reports have the same options screens BUT not all options are available for each report. If the option is not available for that specific report then it will be greyed out. The other reports have special options screens just for that report since those reports are very different from each other.

Don't forget about the Help button
There is a Help button on every screen and you will get a full explanation of what each option does

The Preview button is your friend
There are A LOT of options and certain options impact other options so it is a good idea to take your time going through and selecting things in different combinations. You can see how the report will look by clicking the Preview button.

The Reset button is also your friend
Sometimes you just need to start over from scratch and that is what the Reset button will do. You will also use this if your report looks wonky. Sometimes the report will get a glitch in the .usr file (the file that holds the option settings) and doing a reset will clear it out.

You can save your settings
Most reports allow you to save a set of options. Some will allow you to save 10 sets and some will allow you to save unlimited sets. This can come in handy in two ways. You might be playing around with the options and get to the point where you just want to go back to your "normal" settings (kind of like a reset) and you can do this by loading your saved options. You might also have a couple of very specific sets of options you use for a report depending on why or for whom you are generating the report. You could have a set that reflects what you want to print for family members and a set that reflects what you want to print for strangers. You could also have a set that prints underlines for missing information (a worksheet) and a set that doesn't or a set with source citations and a set without source citations. There are all kinds of things you can do here. Look for the Save and Load buttons on the main screen of the report options.

There are some options you can set globally for all reports
There are a some report options you can set globally for uniformity. Most (not all) can be overridden in the individual reports. If it can't be overridden you will need to change it in the main options (units of measurement is one of these).

Option 3.3 Letter Case of Surnames
Option 3.5 Format of Names with Titles
Option 3.4 Displaying Surnames
Option 3.7 Location Format
Option 3.10 Term for Christening
Option 3.11 Word for Blank Records
Option 4.7 Units of Measurement
Option 4.8 Time Format
Option 5.1 Dates Displayed As
Option 5.2 Month Format
Option 5.3 Separators for numeric dates
Option 5.4 Double Date Cutoff
Option 5.6 Preposition Before Full Dates on Reports
Option 5.7 Prefixes
Option 7.2 Master Source Defaults
Option 7.3 Source Detail Defaults
Option 7.7 Source List Name
Option 7.8 Citation Formatting
Option 7.9 RTF Citation Style
Option 7.10 Citation Placement on Event Sentences
Option 8.7 Default Family View Labels and Report Wording
Option 8.12 Aunt, Uncle, Niece, Nephew Terms
Option 8.14 Prompt Style
Option 10.2  Master Report Fonts
Option 12.1 Printing Private Individuals, Events, Notes
Option 12.2 Report Credit

Hopefully I didn't miss any!

"Codes"
As you are going through the Report Options you will see things like [FullName]. This is a "code" telling Legacy you want the Full Name of the "anchor person" (starting person) to print for this report. There are several places you can use these codes. You can see a full list of what codes you can use and what they mean. Open the Help File and type in Report. Scroll down a bit until you see Title options. Select that. For those of you that write your own Event Definitions this will look familiar to you. If you have no idea what I am talking about, please read Custom Event Sentences. Having said all of that, you don't have to use these codes. Whenever you see one you can simply delete it and type in whatever it is you want the report to say.

The Publishing Center isn't just for "books"
The Publishing Center allows you to pull in different reports to make a single, cohesive report. Just because you are using the Publishing Center doesn't mean you are putting together some sort of huge family history book. It can be something as simple as a Pedigree Chart plus Family Group Reports for each couple. This is a common combination. The general report settings will apply to the entire "book" and then you can click the Edit Settings for Current Chapter to change things in each individual report. You will notice that there will be things greyed out in the individual report that aren't normally greyed out. That will tell you that that particular option is one of the general options that applies to the entire report as a whole and you will need to go that option screen to make changes. Please see The Publishing Center for more information.

The biggest mistake people make when working with a report is not looking at all of the different option screens. There are tabs and buttons and many times when you click something it will open up even more options. I am going to use the Ancestor Book Report as an example. I am going to show you all of the different screens you can access.  Start by going to Reports > Ancestor Book. This is what you will see.

Ancestor Book Report
(click image to enlarge)

The first thing to notice is that it will open to the Options tab and there are five tabs across the top. This is your main screen. It doesn't matter which tab you have selected you will see the main options at the bottom and on the right side. This is where you will select your report output, Preview and Print, and Save and Load. You can also Reset the report back to the Legacy defaults. This is where you can change who your focus person is for the report.

Click the Change button at the bottom. For most reports the Name List will display so that you can pick someone but some reports allow you to batch print. Here is what you will see if you click the Change button on a Family Group Report.

Family Group Report Options
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Another important button on this screen is the Printer Setup.  What you have selected here must match the options you have selected in the report itself (we haven't gotten to those screens yet). For example, printing Portrait vs. Landscape, paper size, and whether or not you are printing Duplex (double sided). Different printers have different options! After you click Printer Setup this is what you will see (if you have the exact same printer as mine). Click the Properties button for more options.  This is the same screen you will use to print to a virtual PDF driver. See PDF Trick for more information.

Printer Options
(click image to enlarge)

 

We have three more main buttons to cover before we go on to the five tabs at the top. At the bottom, above the Change button we have already talked about, you will see Index Options, Report Options and Title Page. Right now we are only going to look at the Index Options and the Title Page because the Report Options will be the focus of Part II.

If there is a check mark in the little box on the Index Options and Title Page buttons that means these will print in your report. To actually change the options for each you have to click the big button itself.

If you click the Index Options button you will see this. Notice that there are TWO indexes. You need to click both tabs at the top to see all of the options. Please notice everything you can do to format these two indexes. You can include one or both of the indexes in your report.

Index Options
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If you click the Title Page button you will see the below screen. You can format a really nice Title Page to include your information and a photograph of your choice.

11ss

 

Now on to the five tabs at the top and we will be done for today.

On the Options tab you will see options to add underlines for unknown information, different options for living and deceased persons concerning dates, how many generations you want to print, and whether or not you want a Table of Contents, and if you do, how you want it formatted. There is a option to include or not include the spouses of children. This Options tab IS different from report to report even though the other screens are essentially identical (with some things greyed out depending on the report).  If you look at a Descendant Book Report you will see that the options on this tab are very different but the overall layout is the same.

 

Descendant Book Report
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On the Page Layout tab you will see that you can control quite a bit of formatting. However, once we get to the Report Options button in Part II you will see that there are many more formatting options.

Page Layout tab
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And there are more formatting options on the Heading Layout tab. You will see the "codes" that I talked about in the general tips at the beginning of this article.

Heading Layout
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The Wording 1 tab gives you the opportunity to customize how you want things worded for events and introducing the children lists.

Wording 1 tab
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There is something specific I want to tell you about the Wording 2 tab. You can add a [CR] after the colons so that your notes will drop down a line.  It would look like this, General Notes:[CR]. I do this for every entry. If you use your General Notes to write biographies you could change it to, Biography:[CR] or Biographical Sketch:[CR].  For those of you that aren't old enough to have ever seen a real typewriter, [CR] stands for "carriage return" which is the Enter key on a computer.

Wording 2 tab
(click image to enlarge)

 

This is the end of Part I. In Part II we will go over all of the options that are available when you click the Report Options button and there are A LOT. There is no other program out there that gives you as many customizations in reports as Legacy does.

There is one last thing that I want to mention. One of the most powerful tools you have to customize reports isn't found in the report itself. It is the Event Definitions. Events are a very important part of your report and you have control over how your events will read. You can read Custom Event Sentences for more information. Along with the Event formatting options you will see in the next article you will be amazed with how nice your events will look.

 

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.


New Feature - Rebuild Source Citations

The developers have added a new File Maintenance Routine, Rebuild Source Citations. To access it, go to File > File Maintenance > Rebuild Source Citations

Rebuild Source Citations
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And this is what you will see when the Rebuild Source Citations is running:

Checking Sources Please Wait
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If you are transferring sources from Legacy to FamilySearch, and you notice that your sources are missing, you will need to use this new file maintenance routine. It puts all of the citation parts into a single field (hidden, you don't see this) and then FamilySearch will pull from that field. Normally this field is filled in correctly but if you are manipulating sources for reports by excluding sources or suppressing source details this hidden field can get blanked out. This does not affect Legacy at all. The only time it will be an issue is if you are transferring sources to FamilySearch. If you don't use the FamilySearch interface you won't need to do this. Even if you do use the FamilySearch interface you may never need to do this. 

 

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 - Combining Master List Duplicates (Intermediate)

TT - Combining Master Source Duplicates

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

Combining Master List Duplicates (Intermediate)

Sometimes you will find duplicates on one of your Master Lists. It is easy to combine duplicates but you need to be aware of a couple of things. First some general information.

How do you get duplicates in the first place? You can add them yourself if you are not careful but you can also get them when you do any sort of import (for example, a gedcom import or FamilySearch import/download). Every once in a while it is a good idea to take a look at your Master Lists to see if there is any cleanup needed.

Most of the Master Lists sort in a only one way so it may or may not be easy to see your duplicates. If they sort right next to each other it is easy to see them like this example from the Master Location List:

Appling, Columbia, Georgia, United States
Appling, Columbia County, GA

But here is a not-so-obvious example from the Master Source List. You wouldn't readily see this one because these two entries would not be right next to each other. This is why it is very important to be consistent with how you enter things.

1860 United Stated Federal Census, Columbia County, GA
Georgia - Columbia County - 1860 Census

A tip for the Location Master List specifically — Make sure you SORT the list in all of the different ways you can because you will find more duplicates that way. Click the Sort button just below the list of locations. This is the only list that can be sorted in multiple ways.

A tip for the Master Source List specifically — If you are using the SourceWriter templates, you can only combine duplicates if they were both created using the same template. If not, you will have to re-source the entries and then delete the duplicate.

Before you get started, BACK UP YOUR FILE. Whenever you do anything that is going to have a global impact on your file you always want to create a backup first in case things don't go as planned.

I am going to use the Master Location List as an example. You can see that I have two entries for Haverhill, Essex, Massachusetts. 

Master Location List
(click image to enlarge)

 

IMPORTANT — The first item you highlight will be the one that is lost and the second item you highlight will be the one that is retained. You need to decide upfront which one you want to keep.

In the above screenshot I have decided I want to keep the second entry, Haverhill, Essex, Massachusetts, United States so the first entry (the one I don't want to keep) is highlighted. Now you can click the Combine button at the bottom.

Highlight the one you want to remove
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Notice that after you click Combine the button name changes to Combine With. Now select the entry you want to keep. After you have highlighted the entry you want to keep, click the Combine With button.

Highlight the one you want to keep
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Once you click the Combine With button you will now only see the one entry. Notice also the number at the top has changed from 124 to 123.

Now only one entry
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Whenever you are combining duplicates take your time and think about what you are doing so that you don't accidentally keep the wrong entry. If you do, it isn't the end of the world. If I had accidentally kept Haverhill, Essex, MA, United States I would only need to edit that location so that it is correct.

The problem you will have is if you accidentally combine something with an entirely different entry. For example, if I had accidentally combined Haverhill, Essex, MA, United States with Langley, Island, Washington, United States I would have a serious problem. I would have to restore to my backup.

If you are doing a lot of global changes you will want to back up often so that if you make a mistake you won't undo all of the changes you made and have to start from scratch. You will only undo your last few corrections.

Combining Duplicates is a very powerful database tool but make sure you follow the correct procedure.

 

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 Problem or Duplicate? (Intermediate)

TT - Linking Problem or Duplicate

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 Problem or Duplicate? (Intermediate)

If you open someone's Spouse List and you see this, what does it mean?

Duplicate or Linking Error?
(click image to enlarge)

 

It can mean two things. It can mean that you have linked to the same person twice or it can mean you have a true duplicate. How can you tell the difference? All you need to do is go to Options > Customize > View > Option 8.2 and select Show RINs on all Name Lists.

Show RINs on all Name Lists
(click to enlarge image)

 

If you see that both spouses have the same RIN number that means you have accidentally linked to the same person twice. If you try to link to the same woman twice Legacy will give you a warning but if your data came in as a gedcom import or a direct download from FamilySearch you won't get that warning.

Spouses have the same RIN
(click to enlarge image)

 

Make sure you unlink the one that does NOT have the children linked to them. When you highlight one of the spouses and click the Unlink button (over on the right on the above screen), and you see children listed, you are unlinking the wrong one. Cancel and highlight the other spouse and unlink that one.

However, if you see that the RINs are different, you have two people with the same name and information and you have linked to both. You need to make a note of the RIN numbers and then do a manual merge (Tools > Merge > Manual Merge).

Spouses have different RINs
(click to enlarge image)

 

As soon as you turn on the RIN numbers the problem becomes clear.

 

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 - Master Source Tip (Intermediate)

TT - Master Source 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.

Master Source Tip (Intermediate)

In some instances there is a shortcut way to create a new Master Source that will save you some time. In the following example I already have a Master Source for the 1850 census in Columbia County, Georgia. I want to create a new one for Richmond County.

I highlight the Columbia County Source and click Edit over on the right.

Highlight Master Source to Edit
(click image to enlarge)

 

All I have to do is change the word Columbia to Richmond in the Source List Name and the Jurisdiction County. Don't forget to change the Source List Name or you will end up with two sources with the same name.

Original Master Source
(click image to enlarge)
 
After edits
(click image to enlarge)

 

Now over on the right click Save. You will see this screen: 

Saving the changes
(click image to enlarge)

 

Notice there are TWO options!  The first one is when you are truly editing a Master Source and you want to save your changes (overwrite what is there). The second one is the one you will be using in today's scenario. We want to Apply the changes to a NEW copy of this master source. Please be careful here!  If you accidentally choose the first option you will overwrite your master source instead of creating a new one.

Choose the second option!
(click image to enlarge)

 

Now you will see both Master Sources on your Source List.

Updated Master Source List
(click image to enlarge)

 

This is a great time saver but you must be careful!

 

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.