Tuesday's Tip - System Toolbar (Beginner)

TT - System Toolbar

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

System Toolbar (Beginner)

This is the first in a series that will cover all of the Legacy Toolbars (also called Ribbons). I am not going to go in depth on every single option but there are certain things that I want to point out.

Many of you won't see the System Toolbar. It is only visible with certain color schemes. If you don't have a System Toolbar you will instead see a large Legacy Icon in the extreme upper left corner of the screen. Whether you click the System tab or you click the large Legacy Icon you will get the exact same menu.  Notice that the Legacy Icon is very small if you have the System tab.

System Toolbar
(click image to enlarge)

 

Here is what the Legacy Icon looks like if you don't have the System tab:

Legacy Icon
(click image to enlarge)

 

As you can see, the menus are identical. You will see a list of your most recent files which is a great shortcut if you work with multiple files. The menu on the left is self-explanatory but I want to show you the Print menu.

Print Menu
(click image to enlarge)

 

The Print Setup option is where you will tell Legacy which printer is your default printer. You can also select some basic printing parameters here. All of these can be overridden when working with an individual report. You will see a list of shortcuts to the various reports and there is a down arrow at the bottom of the list to display more. 

Next time we will look at the File Toolbar.

 

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 - Children's List Icon (Beginner)

TT - Children's List Icon

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

Children's List Icon (Beginner)

There is a shortcut icon to the Children's List (Edit Children) on the Family View that users can overlook.

Children's List Icon
(click image to enlarge)

 

Click the icon and this is what you will see:

Children's List (Edit Children)
(click image to enlarge)

 

Legacy usually has more than one way to do things.  I could have also used the Toolbar by going to Edit > Child Settings or I could have right clicked any child and selected Children's Settings. The icon saves you a few clicks.

 

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

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

 

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


Tuesday's Tip - Options: Message Boxes (Beginner)

TT - Options - Message Boxes

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

Options: Message Boxes (Beginner)

Previous articles in this series:

Customize Legacy 
Options: General Settings
Options: Data Entry
Options: Data Format
Options: Date Defaults
Options: Dates
Options: Locations
Options: Sources
Options: View
Options: Colors
Options: Fonts
Options: Launch
Options: Other Settings

The next section in the Customize Legacy menu is Options > Customize > 12.5 Message Boxes

12.5 Message boxes
(click image to enlarge)

 

This will be the last article in this series. I decided to do a separate post on this option because there are three pages of options when you click the Turn on or off Options Reminder Messages button. New users will have more of these options turned on and seasoned users will have less. If you are just starting out I recommend that you select every option and as you are getting the popups you can decide whether or not you want to keep that particular option. Most of the popups have a check box on them where you can disable that reminder without having to go back to this main options menu.

On these screens you will see what I have selected for myself. There are a couple of options that I want to point out though most are self-explanatory. It is important to go through all of these options and decide which reminders would be helpful to you. Ron (Technical Support Manager) created a short video showing how easy it is to turn these reminders on and off. You can watch it HERE.

Prompts/Reminders

Prompts-Reminders
(click image to enlarge)

 

You can see that I only have one thing selected on the Prompts/Reminders tab. That's because I have been using Legacy for so long that I don't need reminders. However, the one that I have turned on is VERY important. I could very easily forget to select a specific Tag to clear and accidentally tell Legacy to clear all Tags. That could be devastating because I use Tagging A LOT. I have stuff on 8 of the 9 Tags right now. Now I have to go through a confirmation dialog box which will keep me from making a big mistake. 

 

Messages

Messages
(click image to enlarge)

 

I only have two turned on the Messages tab. I use the Potential Problems feature so I want to get a message if I enter something that is questionable. I would rather deal with it right then. 

When adding a new Master Source it is easy to forget to scroll down to see all of the fields below especially when you are in a hurry. I like this reminder to make sure I don't miss anything. 

At the bottom you have some choices on how you would like Legacy to present your files when you go to File > Open File. I am a Windows kinda girl so I am very comfortable using the Windows dialog box to navigate to where my files are. It will automatically open to the default location that I have set in Option 6.1 but I can easily open another folder. Some people prefer that Legacy compile a list of all of the family files on their computer no matter where they are.  You also have the option to choose between the two methods every time you use File > Open File.

 

Questions

Questions
(click image to enlarge)

 

I only have one thing selected on the Questions tab. I could manually tell Legacy to use IntelliPass (AutoMerge) in the options menu of the Merge but this saves me a step because I will get a popup box asking me if I want to do an IntelliPass. Legacy has very strict rules when doing an AutoMerge and I am fine with it doing this. I want to run it anytime I am checking for duplicates.

 

That's the end of our series on the General Options. I hope this will help you get Legacy set up in a way that will work best for you and how you do your research.

 

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

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

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


Tuesday's Tip - Options: Other Settings (Beginner)

TT - Options - Other Settings

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

Options: Other Settings (Beginner)

Previous articles in this series:
Customize Legacy 
Options: General Settings
Options: Data Entry
Options: Data Format
Options: Date Defaults
Options: Dates
Options: Locations
Options: Sources
Options: View
Options: Colors
Options: Fonts
Options: Launch

The next section in the Customize Legacy menu is Options > Customize > 12. Other Settings

 

12.1 Printing Private Individuals, Events, Notes (ff)

12.1 Printing Private Individuals  Events  Notes
(click image to enlarge)

 

 

Please read Legacy 101 - Privacy to learn how to make things private in your file. Option 12.1 resets (or retains) your choices for reports. I personally have this set to reset every time because I am really picky about privacy things. I would rather be forced to make the privacy decisions each time I run a report.

 

12.2 Report Credit (ff)

12.2 Report Credit
(click image to enlarge)

 

 

This will print a small footer on your reports showing that the report was created using the Legacy software program. You can also control this at the time of creating a report by going to Report Options > Page Setup, Headers, Footers.

 

12.3 Record Number Warning (gbl)

12.3 Record Number Warning
(click image to enlarge)

 

 

This one is important if you use RINs as part of your paper/electronic filing system. I don't use RINs for this so I don't care what RINs are assigned to imports.

 

12.4 Custom User ID Numbers (ff)

12.4 Custom User ID Numbers
(click image to enlarge)

 

 

Some people like to display RINs in the User ID field and MRINs in the Marriage User ID field. Usually these are people that use these numbers as part of their paper/electronic filing system. This option will allow you to fill in these fields all at one time. You can also add custom text that will proceed the RIN and MRIN. Make sure you click the Apply button to execute the command. You can also clear out all of your User IDs to start from scratch.

 

12.5 Message Boxes (gbl)

12.5 Message boxes
(click image to enlarge)

 

 

I am saving this one for next time because there are a lot of separate options in this one option.

 

12.6 Help File (gbl)

12.6 Help File
(click image to enlarge)

 

 

If you have more than one Help File installed (different languages) this will set your default. There is a really cool trick to having multiple Help Files. If you are bilingual (or tri or quad) please read How to Add Multiple Help Files and Downloadable Help Files for more information. 

 

Next time we will look at Options > Customize > 12. 5 Message Boxes

 

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

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

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


Tuesday's Tip - Options: Launch (Beginner)

TT - Options - Launch

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

Options: Launch (Beginner)

Previous articles in this series:
Customize Legacy 
Options: General Settings
Options: Data Entry
Options: Data Format
Options: Date Defaults
Options: Dates
Options: Locations
Options: Sources
Options: View
Options: Colors
Options: Fonts

The next section in the Customize Legacy menu is Options > Customize > 11. Launch

 

11.1 Alternate applications (gbl)

11.1 Alternate applications
(click image to enlarge)

 

The only time you need to change anything here is if you want Legacy to use something other than what you have set in Windows as your default programs. When you leave these blank, Legacy will automatically use whichever program has been set as the default. For example, Windows uses Notepad as the default text editor but if you want everything to open up in MS Word then you would have to click the Change button, navigate to the Word.exe file, and then Legacy will fill the field in for you with that file path. 

 

Next time we will look at Options > Customize > 12. Other Settings

 

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

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

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


Tuesday's Tip - Options: Fonts (Beginner)

TT - Options - Fonts

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

Options: Fonts (Beginner)

Previous articles in this series:
Customize Legacy 
Options: General Settings
Options: Data Entry
Options: Data Format
Options: Date Defaults
Options: Dates
Options: Locations
Options: Sources
Options: View
Options: Colors

The next section in the Customize Legacy menu is Options > Customize > 10. Fonts

10.1 Screen Fonts (gbl)

10.1 Screen Fonts
(click image to enlarge)

 

These fonts govern what you see on the Legacy screens themselves. The Stretch fonts when resizing and the Min. font size and Max. font size have to do with how your screens look when they are not at full size (maximized to your monitor). This will scale the fonts.

 

10.2 Master Report Fonts (gbl)

10.2 Master Report Fonts
(click image to enlarge)

 

These options are global options that affect ALL reports. This is a great way to keep all your reports uniform. You can always change an individual report by opening that report and adjusting the fonts in the report options.

 

Next time we will look at Options > Customize > 11. Launch

 

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

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

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


Tuesday's Tip - Options: Colors (Beginner)

TT - Options - Colors

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

Options: Colors (Beginner)

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

The next section in the Customize Legacy menu is Options > Customize > 9. Colors

 

9.1 Main Windows Colors (gbl)

9.1 Main Window Colors
(click image to enlarge)

 

 

There is too much information on how to change your color scheme to put in this article but there are a few things that I want to point out. You can also get to the Set Color Scheme dialog box by going to Options > Change Colors on the main toolbar. Either way, this is what you will see:

Set Color Scheme
(click image to enlarge)

 

The first option in this box will bring you to the same dialog box as in Option 9.2 (next one down) so we will save that for now. The second option allows you to choose one of Legacy's default color schemes which you can use as is or you can customize it. The main thing that you need to know when you see this dialog box on your screen is that you need to click on the Legacy screen itself to change any colors. For example, if you are on the Family View and you click the background you will then be able to change that. If you click on one of the labels you will be able to change that. Just click around the screen and you will get all kinds of popup boxes to change the colors. Also, You need to make sure that you switch between the different views (Family, Pedigree, etc.) because these have their own colors. 

 

9.2 Other User-Interface Colors (gbl)

9.2 Other User-Interface Colors
(click image to enlarge)

 

This option will bring up the same dialog box as if you have clicked on the first option in the pink box above. This is what it looks like: 

Set Interface Colors
(click image to enlarge)

 

There are options right on this dialog box but also notice there are three tabs of options. The options here are pretty self-explanatory. Play around with them to see what sort of colors and styles you like.

 

9.3 Reset All Colors to Their Default Settings (gbl)

9.3 Reset All Colors to Their Default Settings
(click image to enlarge)

 

Sometimes you will look at your color scheme and decide it would just be easier to start over from scratch. That is what the option will do for you. It resets everything back to the defaults.

 

9.4 Save and Load Customized Color Schemes (gbl)

9.4 Save and Load Customized Color Schemes
(click image to enlarge)

 

This one is important. After you have spend a lot of time getting everything looking the way you want you will want to save the color scheme so that you can retrive it later. You can create as many color schemes as you want and them flip back and forth to reflect your current mood.

 

Next time we will look at Options > Customize > 10.0 Fonts

 

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

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

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


Tuesday's Tip - Options: View (Beginner)

TT - Options - View

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

Options: View (Beginner)

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


The next section in the Customize Legacy menu is Options > Customize > 8. View

8.1 Birth and Death Years on Names (ff)

8.1 Birth and Death Years on Names
(click image to enlarge)

 

This simple puts a life range (1855-1902) next to the person's name in these lists. I always have this turned on to make it easier to tell people with the same name apart.

 

8.2 Display Numbers on Names (ff)

8.2 Display Number on Names
(click image to enlarge)

 

This works like the life range in the previous option but in this case it you are appending the name with any of the possible numbers you have entered into Legacy. The first section governs whether you see this on the Family, Pedigree, and Descendant Views and the second section covers RINs specifically on Name Lists.

 

8.3 Ancestor Color Coding (ff)

8.3 Ancestor Color Coding
(click image to enlarge)

 

This one is explained in Ancestor Colors. You can also get to the settings screens by going to Tools > Set Ancestor Colors

 

8.4 Short Location Names on Screens (ff)

8.4 Short Location Names on Screens
(click image to enlarge)

 

On the Master Location List you can enter long and short location names. For example, in my file you will see:

Long - Purvis, Lamar, Mississippi, United States
Short - Purvis, Lamar County, Mississippi

How you format this is totally up to you. This option will display your short locations on screens. This does not affect reports. Reports have their own option to use short locations.

 

8.5 Child Columns on Family View (ff)

8.5 Child Columns on Family View
(click image to enlarge)

 

This is one you need to play with. Different people like their Children's List to be formatted in different ways. The Grid List option puts the information in columns (which you can edit) similar to the Index View1, 2, 3, or Best Fit columns only displays the minimum amount of info (name, RIN if selected, Life Span if selected, and symbols for marriage and children if selected).

Include half-siblings will show you ALL of the children from all of the marriages from that couple being displayed. If the child comes from another marriage they will have 1/2 before their name and after their name it will have the name of their other biological parent. Some people like to see all of the children like this and some people don't. I am a don't. I like to think in terms of nuclear families which is easier for my pea brain to process.

 

8.6 User Interface Style (gbl)

8.6 User Interface Style
(click image to enlarge)

 

This one allows you to show elements on the screen as Flat or 3-dimensional.  If you have a really slow computer you will want to set this as Flat as it takes more RAM to draw the 3-D elements. 

 

8.7 Default Family View Labels and Report Wording (ff)

8.7 Default Family View Labels and Report Writing
(click image to enlarge)

 

To see these options you need to click the Edit Default Marriage Wording button and now you will see this:

Default Marriage Wording
(click image to enlarge)

 

These are global settings that will affect your entire file. You can also change these on an individual basis by opening the couple's marriage screen and selecting the Wording Options tab.

 

8.8 Master Location List Style (ff)

8.8 Master Location List Style
(click image to enlarge)

 

As of the time this article was published, mapping is currently not available.

 

8.9 Picture of Main Person (ff)

8.9 Picture of Main Person
(click image to enlarge)

 

These are "mug shot" photos that you see on the Family View and Pedigree View. Normally the photos you have in the Individual category in the person's Media Center are pictures of the person themselves. All other photos should be attached to the event that they pertain to. If you don't have an Individual photo you can opt to use any photo that is in the Media Gallery or you can opt to have a blue or pink silhouette display.

 

8.10 Show Status on Family View (ff)

8.10 Show Status on Family View
(click image to enlarge)

 

If you have given someone a Marriage Status, usually divorced, this option will allow you to see this status in parentheses after the marriage date. Normally, if you want to show the marriage status you want to exclude showing the status of "married" because then you will have a status on everyone in your file that has been married. 

On Children will show the child's status in parentheses such as (twin). Legacy comes with default statuses but you can always add your own custom ones. You can do this in a couple of places but the easiest is View > Master Lists > Marriage Status (and Child Status). 

 

8.11 Monitor Potential Problems (ff)

8.11 Monitor Potential Problems
(click image to enlarge)

 

How to use Potential Problems is an entire blog post in itself. Suffice to says that this screen simply allows you chose to see the Potential Problems icons on the various screens in Legacy and you can edit the settings by clicking the Change Potential Problem Settings. You can get to this same settings screen by going to Tools > Potential Problems.

 

8.12 Aunt, Uncle, Niece, Nephew Terms (gbl)

8.12 Aunt  Uncle  Niece  Nephew Terms
(click image to enlarge)

 

This is a simple wording choice between seeing Great-Aunt vs. Grand-Aunt on relationships.

 

8.13 Perform Background Legacy Hints (ff)

8.13 Perform Background Legacy Hints
(click image to enlarge)

 

You can choose to show the Hints icons on the various screens in Legacy and you can change the settings by clicking Select Background Hints. When you do, the following screen appears:

Legacy Hints
(click image to enlarge)

 

You will have to use the scroll bar to see all four of the hint options, MyHeritage, FamilySearch, Find My Past, and GenealogyBank. The options are pretty self-explanatory but you can consult the Help File if needed.

 

8.14 Prompt Style (gbl)

8.14 Prompt Style
(click image to enlarge)

 

This options changes the wording on all screens. For example, if you choose the Gender-Neutral option, instead of seeing Add Husband and Add Wife you will see Add Spouse.

 

Next time we will look at Options > Customize > Colors.

 

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

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

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


Tuesday's Tip - Options: Sources (Beginner)

TT - Options - 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.

Options: Sources (Beginner)

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

The next section in the Customize Legacy menu is Options > Customize > 7. Sources

7.1 Source Entry System (ff)

7.1 Source Entry System
(click image to enlarge)

 

If you mostly use the SourceWriter System for your citations then choose that. If you use mostly the Basic Source System then choose that. If you use a mixture then choose Ask which system to use when adding. When you go to add a source you will get a popup asking which one you want to use for this source. If you choose one of the other two that style source will always pop up automatically.

 

7.2 Master Source Defaults (ff)

7.2 Master Source Defaults
(click image to enlarge)

 

Every Master Source allows you to add extra information in the Text field and in the Comments field. The options in Option 7.2 allow you to include or exclude globally whatever you have written in those fields. You can also manage this one at a time as you add a new Master Source. If you choose one of the global options you can click the Apply button and it will change it across your entire file.

The last option, Master Sources default to: applies to Basic Style Sources only. Published puts your titles in italics and Unpublished puts them in "quotes." This option simply defaults the screen to one or the other when you enter a new source. You can easily change it when you are entering it. This just saves you some clicks if most of your sources are one type or the other.

 

7.3 Source Detail Defaults (ff)

7.3 Source Detail Defaults
(click image to enlarge)

 

The previous options applied to Master Sources. The options in Option 7.3 apply to the Source Detail. These are pretty self-explanatory. Do you or do you not want to include sources?  Do you want the detail to print for your Basic Style sources?  Do you or do you not want to print your text and comments?  The Master Sources have Text and Comments fields but so does the Source Detail screen. 

The last two options, Default to source is Verified and Default Surety Level are optional.  These options are for people that like to "rate" and classify their sources regarding how reliable they think that they are.  Again, these options are here to save you a few clicks if all of your sources are mostly verified and most of your sources have a certain surety level. You can always change them when entering.

 

7.4 Source Clipboard - Prompt for Detail (ff)

7.4 Source Clipboard
(click image to enlarge)

 

If you have this set to ON, the Detail screen will automatically pop up whenever you add a source. I have mine turned OFF because I normally paste a source to multiple fields and I won't be changing the Detail so I don't need it to pop up. However, this can be a good thing when you are using the same Master Source for several people and you need to change the Source Detail. You don't want to accidentally forget to change it when you go to the next person.

 

7.5 Source Clipboard - Capacity (ff)

7.5 Source Clipboard - Capacity
(click image to enlarge)

 

This one is easier to explain by referring you to Loading the Source Clipboard with 5 Sources vs. Saving Loaded Clipboards.

 

7.6 AutoSource (ff)

7.6 AutoSource
(click image to enlarge)

 

This is a very useful feature. Let's say you import a gedcom from somewhere into your main file, you might want to source every entry with WHERE this information came from (online genealogy site, your cousin Mary, etc.).  I highly recommend that you do this.  The reason I have the Prompt turned off is that I know to do this, I don't need the Prompt to remind me (there is an option on the import screen). 

 

7.7 Source List Name (ff)

7.7 Source List Name (ff)
(click image to enlarge)

 

This one only applies to Basic Style Sources. When you enter a Basic Style Source you give it a name (you do this with SourceWriter too) and that name is what you see on your Master Source List. Normally you name your source in such a way that you can find it again on the Master Source List so that you don't accidentally enter the same Master Source twice.  Since I have a very specific naming convention for my Master Source List I do NOT want that name to print as part of the source citation. However, there are people that use the Source List Name advantageously as part of their citation. This is just something you will have to play with to see how you want to use this.

 

7.8 Citation Formatting (ff)

7.8 Citation Formatting
(click image to enlarge)

 

This too only applies to Basic Style Sources. If the footnote is identical to the one above it, Ibid. will print instead of repeating the footnote. This is a standard of the Chicago Manual of Style which Evidence Explained is based on.

 

7.9 RTF Citation Style (ff)

7.9 RTF Citation Style
(click image to enlarge)

 

This one affects reports that you export as an RTF file so that you can edit your report in an external word processor such as MS Word.

Linked citations, which can be either footnotes or endnotes, automatically link the citation superscript numbers in the text to the source citation at the bottom of the page or at the end of the report. If you double-click a citation number when you have the report loaded into your word processor, you are taken to the linked citation text.

Unlinked citations simply show a superscripted number in the report text where you are citing a source, and the actual source citations are at the end of the report. There is no automatic linking between the citation numbers and the citation text.

The advantage of linked footnotes or endnotes is that you can quickly jump to a citation from the citation number. The disadvantage to the linked citations is that it is impossible to combine duplicate citations and thus you can end up with citation after citation that are identical. Unlinked duplicate citations, however, can be combined by Legacy before creating the report output. This can save a lot of space. The disadvantage of course, is that there is no linkage between the citation numbers and the citation text, and you can only produce endnotes - not footnotes.

 

7.10 Citation Placement on Event Sentences (gbl)

7.10 Citation Placement on Event Sentences
(click image to enlarge)

 

This option controls whether you want the superscripted footnote number directly after the event or you want it to appear at the end, after any attached notes for that event. I personally want it at the end after everything that I have written about that event.

 

Next time we will be looking at Options > Customize > 8. View.

 

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

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

 

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


Tuesday's Tip - Options: Locations (Beginner)

TT - Options - Locations

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

Options: Locations (Beginner)

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

The next section in the Customize Legacy menu is Options > Customize > 6> Locations

Option 6.1 Default location of family files (gbl)

Option 6.1
(click image to enlarge)

You can see in this screenshot that I have my files in the default location but you don't have to. You can have your files anywhere you want on your hard drive but you need to tell Legacy where they are using this option. If you have more than one file, keep them in the same folder. If you click the Change button you will be presented with a Windows browse box and you can simply navigate to the correct folder. When you select that folder Legacy will insert the file path automatically into this field. If you click the Reset button it will put the file path back to the default.

 

Option 6.2 Default location of media files (ff)

Option 6.2
(click image to enlarge)

If you noticed, Option 6.1 is global but Option 6.2 is specific to each family file. It is set up this way so that you can keep all of the media for each family file separate, if you have more than one file. I do have more than one file but I keep all my media together in the default folder. You can Change and Reset this just like you can in Option 6.1.

If you select View Current List of Media Folder will see every folder on your computer that has linked media in it. In this screenshot you can see that I have a lot of subfolders within the default folder. This is a great way to check and see if you have media scattered across your hard drive.  This Master List works just like all of the others so I won't go over the options on this screen. You can also get to this screen by going to View > Master Lists > Media Folder List.

Master Media Folder List
(click image to enlarge)

 

If you click Test All Media Folders under Option 6.2 you will see this.

Check All Media Locations
(click image to enlarge)

There are three different tasks here.

1) Make a list of all missing media files which will simply generate a text file of your broken links with everything you need to know to be able to fix them.

2) Unlink unreferenced media folders will delete just the broken links. You will NOT be presented with a warning message so be careful that this is what you really want to do.

3) If you choose Unlink all media files you will get a very strongly worded warning message. Once you click Yes there is no turning back. If you change your mind you will have to restore your most recent backup. This only deletes the links, not the media itself.

Warning message
(click image to enlarge)

 

Option 6.3 Location of temporary files (gbl)

Option 6.3
(click image to enlarge)

There really is no reason to change this from the default but you can if you want to. Legacy uses temporary files that it puts in this folder. When it is finished with them, they are automatically deleted.

 

This sections was short and sweet. Next time we will be looking at Options: Sources.

 

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.