Tuesday's Tip - Statistics Report (Beginner)

TT - Statistics Report

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

Statistics Report (Beginner)

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

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

Here are two examples of errors:

Person is too old
(click image to enlarge)

 

Marriage is too long
(click image to enlarge)

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

 

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

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

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


Tuesday's Tip - Read and Write (Intermediate)

TT- Read and Write

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

Read and Write (Intermediate)

Most of Legacy's Note fields have a Read and a Write button.

Read and Write Buttons
(click image to enlarge)

 

So what exactly do these buttons do? The Read button will allow you to pull text IN from an external text file. You will be given the choice to Replace or Append the note.  The Write button will allow you to export the note OUT to an external file. You will name the file and tell Legacy where to put it.

So what would you use this for? Maybe you have a template for your marriage notes so that all of your marriage notes are uniform. You could Read this template into the notes field and then fill in the blanks.

Maybe you want to Write all of your bios to text files so that you have them readily available.

Robyn Ritchie, one of our Legacy User Group members on Facebook, has another idea.

I learned a really cool feature of Legacy this week. Others in this group may already know about it, but I thought I would post for those that don't.

I am currently transcribing "100's" of source documents I have purchased and downloaded from the National Records of Scotland website - ScotlandsPeople (many from years ago, many I had just filed away, and were sitting on my HD in a folder).

Once I had done one transcription, I "hit" the Write Button, and that saved what I had transcribed for that person's vital, to: This PC > Documents > Legacy Family Tree > Data in a Text file that I then named that file - Scotland Statutory Births (or for others Scotland Statutory Deaths & Scotland Statutory Marriages).

So now when I am transcribing my next document, "when I am in the Notes feature" for the vital of that person, I can just hit the "read" button, and download the info of the relevant text file for a record previously transcribed - to the person that I am currently working on.

I then just change the basic info "without" having to re-type everything as worded in the same type of source document again. Great time saver.

I am sure it may be helpful for others who transcribe the same type of BDM documents from other places in other countries (US/Canada etc), time after time, whereas the type of document usually asks the same questions. If the questions differ, I just adjust what I am transcribing at the time.

Thanks for this great idea, Robyn!

 

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 - Why Bad Things Happen to Good Notes (Intermediate)

Why Bad Things Happen to Good Notes

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

Why Bad Things Happen to Good Notes (Intermediate)

There are a few scenarios that will cause strange things to happen in your note fields. I am going to explain what these things are and how to avoid them. 

First things first
The first thing to understand is that Legacy's main function is as a database (think MS Access) and not as a word processor (think MS Word) so the build-in word processor in Legacy is basic. However, you can control fonts and font sizes as well as some basic attributes such as Bold, Italics, Underline and Superscript. There are shortcut buttons for these attributes in the Notes dialog box. You can also use the Windows shortcuts to insert them (for example, Ctrl-B for Bold). The font is controlled by Options > Customize > Fonts > Option 10.1 Screen Fonts > Notes. You can also do simple "columns" and "tables" using THIS TECHNIQUE.

Another thing to understand is that Legacy does not yet support Unicode. You can type unicode characters into the Notes field using the Window's shortcuts for those characters, but as soon as you close and reopen, your Unicode will be gone. Legacy only allows the special characters present in Western Fonts character sets. For example, I could type Łódź by using ALT-0321, ALT-0243, d, ALT-0378, but after you close the notes and reopen, you would see Lódz because the only supported character is the o with an acute accent. It is good to know this up front before you start typing a lot of special characters. The ones that Legacy supports are available on the Character Ribbon that is available next to the Notes field. You can display up to 8 characters but if you right click the ribbon you have access to all of the ones that Legacy supports. You can also change your options by going to Options > Customize > Data Defaults > Option 4.6 Quick Entry Character Ribbon.

Copying and pasting from a web browser causes weirdness in your notes
Text copied from a web browser has hidden codes that will affect how your notes read out because Legacy can't interpret them. What kind of output you get varies greatly from browser to browser so you can try using a different browser to see if you get better results. If not, the simple solution is to paste to Windows Notepad which will remove all of the hidden codes and then do a copy and paste from there into Legacy. If you do paste directly from a web browser, even if the notes look okay make sure you click the Strip HTML button which will clear some of the hidden stuff. 

I imported a gedcom and now all my notes are run together
When you import a gedcom there is a check box to Rewordwrap note fields on import. If the notes you are importing have hard carriage returns at the end of each line, such as notes from PAF 2.31 (or PAF 3.0 notes imported from PAF 2.31), you can have them reformatted into continuous lines by choosing this option. Paragraphs breaks formed by two consecutive carriage returns are left alone. The only time you would use this is if you are coming from a really old program like PAF. If the previous program didn't format their notes this way, all your notes will be run together if you checked this option. The simple fix is to do the import again but this time leave this box unchecked.

I imported a gedcom and now there is gobbly gook in my notes
When you import a gedcom you will see a check box for Put unrecognized items into the notes field. This option puts any unrecognized information into the individual's General Notes. For example, a line such as "OCCUP Bricklayer" would be put into the Notes because OCCUP it is not a standard gedcom tag. If you don't check this box, when Legacy encounters something that it doesn't understand it will give you several options.

(ADVANCED) During the Analysis pass, Legacy gathers all the recognizable gedcom tags and places them in the Import these Items box. If you find a tag you don't want to have imported, highlight the tag and click Remove, or just drag the tag from the Import these Items box to the Items not to be imported box. You can move all but the first five, basic fields. If you want to only import the five basic fields, Name, Sex, Birth, Death and Marriage, click Basic 5. All the other tags will be moved to the Items not to be imported box. (You can move any tag item back by highlighting it and clicking Include, or by dragging it back to the right window.)

Any tags that are not recognized by Legacy during the Analysis pass are placed in the Unrecognized Items box. These are usually odd, non-standard pieces of information that another program supports. If you can recognize the tag, you can map it to a standard field tag in Legacy. Or, you can always have the information placed in the Notes field so you don't lose it.

The Unrecognized Items list contains nonstandard gedcom tags that were found in the file you want to import. Often, these tags are slight variations invented by another program that are easily recognizable and can be mapped to a standard tag supported by Legacy. To start the definition process, highlight the tag you want to remap and click Map to a Recognized Tag and then choose the gedcom tag you want to map it to.

Some gedcom tags are obviously names for events such as GRAD for Graduation. To convert these tags to events and have them placed in the event list for the individual involved, highlight the tag and click Create an Event for this Tag. Legacy then prompts you for an event name (up to 30 characters). During the import, all occurrences of this tag will be changed to the defined event name.

Unrecognized tags that have been mapped to existing tags, or mapped to an event name and moved to the Import these items list, can now be removed from the Import these items list by dragging them back to the Unrecognized items list or the Items not to be imported list.

You can try a pass with the Put unrecognized items into the notes field box checked to see what happens. What does happen totally depends on how well the program or website adheres to the accepted gedcom standards. I will tell you that if you are importing from a website, expect serious gobbly gook. Websites do not create good gedcoms. Genealogy programs do a much better job but some better than others so you have to experiment a bit. If you are getting a lot of gobbly gook it is worth learning how to manipulate the gedcom import (ADVANCED).

I hope this information saves you some frustration and will help you format your notes 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 - Known Associates (Intermediate)

  Known Associates

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

Known Associates (Intermediate)

One of the best ways to break down a brick wall is by looking at your ancestor's FAN Club*  I use a combination of Unlinked Individuals/Trees, Hashtags, and Shared Events to record this information. 

 *FAN Club stands for Friends, Associates, and Neighbors which was coined by Elizabeth Shown Mills. You can read more about it HERE. This concept is also called "Cluster Genealogy." We also have several WEBINARS about this research strategy.

I use a three-method approach because each method brings something to the table.  

Unlinked Individuals/Trees

When working on a brick wall I add FANs as unlinked individuals. This gives me the opportunity to work with them just like I work with anyone else in my file. I research these associated people even though I don't know how they fit in yet because the more research I do, the more likely the connection will emerge. As I expand their family, sometimes it is easy to see the link. Even if I can't link their line to my main tree through a familial relationship, I will be able to link them to the main line using shared events (keep reading).

Hastags

I have hashtags like this..

FANs of Freeman, James (1752 - 1823)
FANs of McMichael, John (1727 - 1803)
FANs of  Simmons, James (1764-1843)

If I have more than one person with the same name, I can put further qualifiers in the Description field such as, "of Perry County, married Ellenor Lee"

I only do this for my "brick wall" ancestors and not for everyone.  I have a lot of other Hashtags related to my brick walls that help me find connections that I don't readily see. For example, men that served in the the same military unit, known DNA matches, lived in the same area at the same time, etc. This helps me see how the "FANs" are interrelated to each other.

Events

Whenever I am looking at a document that has multiple people named, I will share the event with those people. The only events that I don't share are census events. I copy and paste these (just my preference). Legacy will allow you to share events with people that aren't in your database but I always add them. (see point 1)

Bringing it all together

With Hashtags I am looking for people that are grouped together on more than one Hashtag. This is a clue that those people were closely associated. I can search by Hashtag and print out little mini reports that I can compare. I can also Tag a group of people, search by that Tag, and then print a report that include all of the Hashtags they have. There are several possibilities here.

With Events I like to run an Individual Chart Report on my brick walls from time to time. Sometimes just seeing it on paper will cause me to notice something that I didn't notice before like a couple of events that are shared with the same person.

Speaking of reports, another helpful report is the Chronology Comparison Report. Many times you are using this to see if two people in your database are really the same person but you can also compare two totally unrelated people to compare their timelines for dates and locations. This is especially helpful if you notice that two people were in two different places at the same time. Family and friends travel together.

I would love to hear your ideas about how you document an ancestor's FAN Club in Legacy.

  

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 - Creating a Cemetery List (Intermediate)

Creating a Cemetery List

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

Creating a Cemetery List (Intermediate)

One of the most frequent questions asked is,  "How do I create a list of people buried in a certain cemetery?"  And the answer is, it depends. There are several different ways users enter cemetery information and how you create a list depends on what method you are using. Here are the most common.

Cemetery Event
If you have entered your cemeteries as a Cemetery Event you will go to View > Master Lists > Event Definition. Highlight the Cemetery Event and then click Show List over on the right. From there you can either Create Search List or you can Tag the list of people. 

Burial Address
If you have entered your cemeteries as a Burial Address you will go to View > Master Lists > Address Lists > Event. Highlight the cemetery in question and then click  Show List over on the right. From there you can either Create Search List or you can Tag the list of people. 

Location
If you have entered your cemetery as part of your location field you will go to View > Master Lists > Location. Highlight the cemetery in question and then click  Options > Show List over on the right. From there you can either Create Search List or you can Tag the list of people.

No matter which method you decide to use, make sure that your entries are consistent so that searching will work for you. I have covered the most common ways people record this information. If you are doing it another way, hopefully this information will help you create a cemetery list as well.

 

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 - Find a Grave Options (Beginner)

Find a Grave Options

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

Find a Grave Options (Beginner)

There is a specific feature I want to point out because a lot of people seem to miss it. On the main Ribbon go to Search > Find a Grave. Notice that there is a little down arrow thingie (technical term) at the bottom right of the Find a Grave icon. Click that down arrow thingie and you get an enhanced menu.

Find a Grave icon
(click image to enlarge)

 

These are very useful options but unless you know where they are they will be no of use to you. There is one more feature I want to show you. On the Individual's Information screen you will see a field to record the person's Find a Grave memorial number. Notice that the label Find a Grave ID is underlined. That means it is a clickable hot link. If there is a Find a Grave memorial number entered, you will be taken to that person's memorial page. If there is no number entered, you will be taken to the Find a Grave search screen.

Find a Grave memorial field
(click image to enlarge)

 

Happy grave hunting!

 

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 - Find a Grave Number Field (Beginner)

Find a Grave Number Field

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

Find a Grave Number Field (Beginner)

Find a Grave memorial field
(click image to enlarge)

There are two situations you will encounter when entering a person's Find a Grave memorial number. We are going to look at both.

The person has more than one memorial on Find a Grave
Duplicates on Find a Grave are pretty common but there is only space for one memorial number in Legacy (and this isn't going to change). It is important for you to help clean up Find a Grave by alerting the persons maintaining the memorials that there is a duplicate. Normally I only message the person that created the duplicate and not the person that created the first memorial. You can see the dates for when the two (or more) memorials were added at the bottom of the memorial page.

Who created the memorial and when
(click image to enlarge)


At the top of the memorial page you will see a button to "Suggest Edits" 

Suggest Edits
(click image to enlarge)

Marker photograph copyright © 2009 Robert E. Lee, used with permission

 

If you click that button you will need to scroll  to the bottom and click "Suggest other corrections"

Suggestion other corrections
(click image to enlarge)

 

Now you will see a message box where you can explain the situation. I always check the box to have a copy sent to me so that I can keep tabs on which memorials I am working on. I am always cordial and I give them all of the information they need to verify that their memorial is a duplicate.

Email a correction
(click image to enlarge)

 

If the person does not respond within 30 days, or they refuse to make the edit, "...forward your copy of the suggestion along with source documentation to edit@findagrave.com. The suggestion will be reviewed and processed." [from the Find a Grave help menu]. In the meantime, I keep track of what is going on in a Legacy To-Do task. 

 

There are two people sharing a single memorial
You will see this when you have multiple people on a single marker. Each one of these people needs to have their own memorial. If you enter the same Find a Grave memorial number for two different people in Legacy, the next time you do a Check/Repair it is going to delete the duplicates (this isn't going to change). The log file will tell you who had the duplicates and what the number was.

Error Log
(click image to enlarge)

 

The easiest thing to do is add the second memorial yourself and then contact the person that uploaded the photo, which is not necessarily the person that maintains the memorial, and ask him/her to attach their photo to the new memorial. Click the photograph itself and you will see a link to the person that added the photo at the bottom. Click the link and it will take you to their personal Find a Grave page where you can message or email him/her. If the person has their page set up so that you can't send a message or an email, send an email to edit@findagrave.com and explain the situation. They will contact the person on your behalf.

The way Legacy is set up mirrors the way Find a Grave is set up, one memorial per person with no duplicates. While you are adding your Find a Grave numbers to your file you can help the Find a Grave community clean up the errors.

 

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 - Custom Event Sentences (Advanced)

Custom Event Sentences

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

Custom Event Sentences (Advanced)

It would be pretty hard for me to write a step-by-step tutorial for this topic because there are so many different ways you can go with the event definitions. Instead, I have listed some tips that will make the entire process go smoother. So why would you want to edit the default sentences anyway? This is a VERY powerful way to get your reports to read out exactly like you want. The default sentences are pretty generic but you can customize them to make your reports more interesting to read.

There are two ways to get to the Edit screen. The first is to go to View > Master Lists > Event Definition. Highlight the event you want to work with and click Edit over on the right.

Add/Edit an Event Definition screen
(click image to enlarge)

The second way is to access it from an individual's Edit Event screen. This is a bit of a shortcut in that it will bypass the Event Master List and take you directly to the Edit screen for that specific event. Simply click the Edit Event Sentence Definition button.

Edit Event screen
(click image to enlarge)

Now that you know where to find the Edit screen, here are the tips:

The Help File
There is a Help button on each of the edit screens that will take you to the appropriate topic in the Help File. Make sure that you also click the links in each of these articles to access the related topics. The Creating Event Sentences article is the meat and potatoes one but you must read all of the related topics as well.

Backup Your File
Before you get started, backup your file. I would backup your file after each event is customized. You can then go back to a certain restore point if you decide to go in a different direction with your sentences. You can change the names of the backups to reflect where you are in the process.
 
Trial and Error
Until you get good at this there will be a lot of trial and error involved. You will need to create and preview reports to test your sentences. One way to make your reports load faster is limit them to 2 generations, deselect the Table of Contents, Indexes, and Title Page, and untick every option on every tab EXCEPT the event boxes. Don't forget to click the Event Options button and tick every box there. On the Format tab click the Event Narrative Format button. You will need to run your sentences through different scenarios to make sure they work everywhere. This is easier if you always use the exact same event options but I don't so this is important to me. If you need help with the Report Options you can refer to Legacy 101 - Reports.
 
Options on the Include tab
(click image to enlarge)
 
Options on the Format tab
(click image to enlarge)
 
Consistency is Key
For your sentences to work right you need to be consistent with how you enter your data. You can build in some if-then scenarios which will take into consideration any unavoidable inconsistencies but as a general rule you should be entering each event type in a consistent manner.
 
Events and Roles
You can customize both Events and Roles using the same "codes." When you customize a role, that customization will be specific to the role that is tied to the event you are working with. This is important to understand if you have the same role name connected to multiple events. For example, you might have the role "Witness" for several different events. Customizing one does not effect the others.  As with events, you can get to the roles in two ways. The first is from the Add/Edit an Event Definition screen. Click the Roles for those Sharing this Event tab, highlight the role you want to edit, and then click the Edit Role button at the bottom.
 
Edit Role from the Event edit screen
(click image to enlarge)
 
This will bring you to the Add/Edit Event Role screen which looks very much like the Add/Edit an Event Definition screen.
 
Add/Edit Event Role screen
(click image to enlarge)
 
The other way is to access it after you have shared an event with someone and have assigned a roll to them. 
 
Edit Role Step 1 and 2
(click image to enlarge)
Edit Role Step 3 and 4
(click image to enlarge)
 
The Reset Button
You will see a Reset button on the Edit screen. If you click that you will see two options. One will reset your sentences back to the Legacy defaults but the other option will allow you to load the sentences from another event. This is a great time saver. Once you get one event just the way you like it, you can use those sentences as a template so that all you have to do is minor tweaking instead of starting from scratch every time. You can of course do this with roles as well.
 
Tagging
On the Master Event Definition screen you will see that you can tag events  I like to tag an event when I have finished constructing the sentences for that event so that I can see at a glance which ones have been done. This is just the way I use the Tags. You might already be using them for something else.

Give Yourself a Head Start
It is very likely that there are unused default events on your Master Event Definition List. You don't want to create sentences for events that you don't even use. You can purge these unused events. While on the Master Event Definition List screen, go to Options > Purge Unused. UNcheck the box that says Restore all original Event Types to this list.
 
Purge Unused Records
(click image to enlarge)
 
If you don't uncheck this box you will get all of the default events you are trying to purge re-added. You will also get a a second dialog box that says, WARNING! WARNING! WARNING!  Pay attention to this box! You need to click NO here or all of your sentences will be changed back to the default which means all of your hard work will have been for naught (did you backup your file?)  Better yet, if you get this dialog box that means you have made a mistake. You are better off clicking Cancel and starting over. 
 
Reset Sentences? dialog box
(click image to enlarge)
 
 
More "Codes"
In the drop down box you will see most of the codes but this isn't all of them. The rest are in the Help File (you might want to print out the list). 
 
Some Codes Only Work in Certain Places
For example, you can only use [CoupleNames] in Marriage Events and not in Individual Events. Why? If you were to try and use this code for an individual event Legacy would have no way to know which spouse you mean if the person has been married more than once. 
 
Font Attributes
The Windows formatting codes work here and the code will be visible so that you know exactly what you have done. Highlight the text you want to give an attribute to and then...
 
CTRL+B = Bold
CTRL+I= Italics
CTRL+U=Underline
CTRL+SHIFT++(the plus sign)=Superscript
 
You can also add the code manually (the text you want formatted goes BETWEEN the two codes)

Bold   «b» «/b»
Italics   «i» «/i»
Underline   «u» «/u»
Superscript   «sup» «/sup»

The Event Override
When you enter an event for someone you will notice that there is an Override tab. You can actually use the codes here but I wouldn't because it is a lot of work for something that will apply just to this one event. The only way it would be worth your while is if you are planning to change some of the details and you want the sentence to update itself. What I do instead is I simply type the sentence exactly the way I want it to read out. The override works well for unusual events that need to be worded in a way that the event definitions won't be able to do.
 
CAUTION #2
I already warned you about purging unused events to make sure that you don't accidentally reset everything back to the defaults but there is another place you need to be careful and that is in the List Cleanup (File > File Maintenance > List Cleanup). Make sure that the box next to Event Definitions is NOT checked!
 
List Cleanup
(click image to enlarge)
 
The good news is, if you accidentally check this box you will get the WARNING! WARNING! WARNING! just like you did when you purged your unused events. You will want to say NO.
 
Reset Sentences? dialog box
(click image to enlarge)

 

Caution #3
If you change languages you will lose your custom sentences. If you need to change languages, please work on a copy of your file (my preference) or backup your file and then restore that backup when you are done. Many of our reports allow you to change the report language without changing the underlying language of Legacy itself.

Language warning
(click image to enlarge)

Fun Bonus Feature!
Unless you are one of those people that REALLY pays attention to the Help File this is a feature that you might miss. You can customize the sample sentences that Legacy displays! Notice that the sample sentence has Seattle as a place name. I am a southern girl so Seattle has to go. If you click the little blue box a simple text file will pop up and you can make edits (for more info, please click the Help button on this screen). 

Bonus feature!
(click image to enlarge)

I only made a simple change to the location for this screenshot but you can completely customize the sentences. You will have to do this for the male individual event, female individual event, and the marriage event (there is a drop down box for these).

Location has been changed
(click image to enlarge)

 

I hope these tips will help you get started in customizing your event/role sentences without too much fear. Your reports will thank you.

 

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 - Research Guidance and the To-Do List (Intermediate)

Research Guidance and the To-Do-List

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

Research Guidance and the To-Do List (Intermediate)

I tried so hard not to miss anything when I did the series on the To-Do List but I missed one very important feature. First, here are the previous installments in this series. 

To-Do List Part I - How to access the To-Do List and general information
To Do List Part II - Entering a task
To Do List Part III - Filtering, Sorting, and Printing
Using the To-Do List with DNA

So what did I miss? There is a very handy feature in the Research Guidance. To access the Research Guidance go to Tools > Other Tools > Research Tools > Research Guidance. You will find some general information about the Research Guidance module in the article, Legacy 101 - Help With Your Research: Hints, Resesarch Guidance, Internet Searches.

Highlight the Source you want work with and then click Plan to Search.

Select the source
(click image to enlarge)

Now pick the Repository, if there is more than one listed, and then click Select.

Choose the Repository
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The first time you do this you will get a popup box telling you that the item has been added to the To-Do List. You can tick the box on the screen to not see this popup again if you wish. Now open the person's To-Do List and you will see that a To-Do has been added! It has entered the repository information and it has started the source citation for you. The source citation will be in the Basic format so if you use SourceWriter you will need to replace this once you have done the search. If you use the Basic Style format all you will have to do is add the detail once you do the search. You can tweak this by adding a Locality which will give you more filtering options. You might want to change the category if you have your categories set up differently. You can also add more info on the Task Description tab. Even with this tweaking Legacy has done the bulk of the work for you.

To-Do Task
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I am pretty sure that I have now covered everything to do with the To-Dos!

 

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 - Using the To-Do List with DNA (Intermediate)

TT - Using the To-Do List With DNA

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

Using the To-Do List with DNA (Intermediate)

 Previously: 

To-Do List Part I - How to access the To-Do List and general information
To Do List Part II - Entering a task
To Do List Part III - Filtering, Sorting, and Printing

This article on how to enter DNA tasks was a bit of an afterthought so I didn't make it part of the series. DNA is a specialized area and not all researchers use DNA evidence (though they should, if possible).

I am going to give you some examples of different DNA tasks that I use. One of the biggest things I use it for is correspondence. I contact so many people that it is hard for me to remember everything and keep it all straight. In a previous article, Recording DNA Matches, I showed you how I keep track of DNA correspondence as an event. I record this in both places, events and the To-Do List. Do I need to do it in both? I think so. I can run specialized DNA reports using a filtered To-Do List. On the Event List I can see just that person's DNA research which is also important to me. I can also run different sorts of reports using Search Lists of the events so recording it in both gives me a lot of flexibility.

HOWEVER, once I get a positive response I will delete that part of the correspondence from the event. For example, let's say I have sent an email to someone asking them to upload to GEDmatch. I will have that request recorded in both locations, as a To-Do Task and in an event. If they tested with MyHeritage it will be in the notes for their MyHeritage DNA event. If they write back and they tell me that they have uploaded to GEDmatch (THANK YOU!) I will close out the To-Do Task and I will erase that part of the notes in their MyHeritage DNA event. I have it permanently recorded in the To-Do List so at this point I don't need it in both places. I will also create a new GEDmatch event with their GEDmatch number. 

The below screenshots are made up tasks because most of my DNA tasks involve living people. I have a mixture of General and Individual To-Dos. The General To-Do's are things like running updates (for example, the "Snavely Tool") and reminders to watch certain DNA webinars. I also add resources that I need to check out but haven't yet (articles, blog posts, new websites, etc). I have a General To-Do that reminds me to check for new matches on GEDMatch every two weeks (I just keep changing the reminder date). The testing companies will send you an email alerting you of new matches but GEDmatch doesn't have this capability. Bonus info — On GEDmatch your new matches will be in green. They are green for 30 days but the green starts to fade over time so you can tell the newest ones from the ones that were uploaded a couple of weeks ago. These are very easy to spot when you scan your One To Many List.

The Individual tasks are where most of the work is done. I have several DNA categories that I use so that I can filter better and you will need to come up with categories that make sense to you (that is true for the To-Do List in general). I am still tweaking the way I enter tasks for DNA so my mindset might change. I do not enter a Location or a Repository for these tasks. I haven't found it to be necessary.

Example 1
(click image to enlarge)

 

Example 2
(click image to enlarge)

 

Example 3
(click image to enlarge)

 

Example 4
(click image to enlarge)

 

Did you notice that the first two examples are tagged but the last two are not? I explained why in To Do List Part II - Entering a task. Nutshell version - The first two tasks I have started working on but the second two I have not.

Here is a recap of the benefits of the To-Do List:

  • You will be creating a comprehensive Research Plan and Research/Correspondence Log which means you are more likely to accomplish your goals
  • You will have all of your results recorded, both positive and negative, which will help you re-evaluate your plan and further your research
  • You won't duplicate your efforts because you have forgotten what you have already done
  • You will be able to pick up right where you left off if you take a break from researching a particular ancestor
  • You can print out filtered lists of tasks that you can take with you to any repository that you visit
  • You can print out filtered lists for other researchers also working on the same ancestors so that they know exactly what you are working on and they won't duplicate your efforts

 I hope this series on the To-Do List has convinced you that entering these tasks is well worth the time and effort. 

 

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.