Tuesday's Tip - Linking to Parents (Beginner)

TT - Linking to Parents

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

Tuesday's Tip - Linking to Parents (Beginner)

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

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

Link to Parents
(click image to enlarge)

 

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

Marriage List
(click image to enlarge)

 

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

Parents are now linked
(click image to enlarge)

 

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

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

Name List
(click image to enlarge)

 

And now the child will be linked correctly.

Child is now linked
(click image to enlarge)

 

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

 

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

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

 

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

 


Tuesday's Tip - Color Coding Gender (Beginner)

TT - Color Coding Gender

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

Color Coding Gender (Beginner)

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

 

Index View
(click image to enlarge)

 

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

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

Options > Change Colors
(click image to enlarge)

 

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

Set Gradient Colors
(click image to enlarge)

 

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

 

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

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

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


Tuesday's Tip - Working in the Cloud (Advanced)

  Working in the Cloud

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

Working in the Cloud (Advanced)

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

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

Dropbox and OneDrive
(click image to enlarge)

 

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

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

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

Legacy Data Files
Legacy Media Files
Legacy Backup Files

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

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

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

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

One Drive   
Dropbox
GoogleDrive

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

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

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

 

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

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

 

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


Tuesday's Tip - Which Fields Have Sources? (Beginner)

TT - Which Fields Have Sources

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

Which Fields Have Sources? (Beginner)

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

Which fields have sources
(click image to enlarge)

 

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

Set Color Scheme dialog box
(click image to enlarge)

 

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

Set Interface Colors dialog box
(click image to enlarge)

 

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

Select a Color dialog box
(click image to enlarge)

 

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

Individual's Information screen
(click image to enlarge)

 

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

Saving a color scheme
(click image to enlarge)

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

 

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

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

 

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


Tuesday's Tip - Questionnaires and Interview Reports (Beginner)

TT- Questionnaires and Interview Reports 2

Questionnaires and Interview Reports (Beginner)

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

The Questionnaire is very straightforward. Go to Reports > Questionnaire 

Questionnaire Report
(click image to enlarge)

 

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

Opening paragraph
(click image to enlarge)
Closing Paragraph
(click image to enlarge)


The Interview Report is amazing and in my opinion, under utilized. Go to Reports > Other Reports > Interview Questions.

Interview Report
(click image to enlarge)

 

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

Topics, subtopics, questions
(click image to enlarge)

 

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

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

Cover Page
(click image to enlarge)

 

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

Permission to use
(click image to enlarge)

 

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

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

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

Bringing an Ancestor to Life

Writing a Biography

 

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

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

 

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


Tuesday's Tip - Printing Blank Forms (Beginner)

TT - Printing Blank Forms

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

Tuesday's Tip - Printing Blank Forms (Beginner)

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

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

Blank Reports
(click image to enlarge)

 

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

Blank Family Group Report
(click image to enlarge)

 

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

Blank Pedigree Chart
(click image to enlarge)

 

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

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

 

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

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

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

 


Tuesday's Tip - Splitting a File (Advanced)

 Splitting a File

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

Splitting a File (Advanced)

“To split or not to split, that is the question.” A common question that comes in to Legacy is asking how to split a file. Most people that want to split their file want to have their information in one file and their spouse’s family in another. My question is, why would you want to do that? It is much easier working with one file for three reasons.

  • You won’t have to switch back and forth between files while researching
  • You won’t have duplication between the files (your spouse and descendants). If you update one file you will have to go in and update the other one
  • If you end up finding some sort of link between your family and your spouse's, you will want to combine the file anyway. My husband is my 9th cousin so there you go

That doesn’t mean I only have one. I have my main file that has my personal family research in it. I also have a file for my One-Name Study. Technically these people are attached to my family tree but it is just easier to deal with this group of people separately because I use different research tactics and I have to look at all of this data in a different way. I am also capturing a lot of people that I can't connect to my line. I have a file for everyone that is buried in my church cemetery showing how everyone is connected. It is a very old cemetery and most everyone is connected in some way. I did this so that the church would have this information. I rarely take on private clients anymore but when I do their information goes in separate files. I have several test files because of my work with Legacy but most people won’t have that. The only time you must split your file is if you start approaching the 2 GB file size limit. Most people will never get close to this size. However, f you still want to split your file you can.

Dave Berdan (Legacy developer) wrote a comprehensive article explaining how to split a file using the Split Screen view.  You can read the article HERE. I use a different method and I wanted to explain how I do it so that you have two different ways to choose from. 

Before you get started you will want to do a few things:

  • Make sure that you don't have any broken media links. It is better to deal with them now than later
  • Go to View > Trees. Click Refresh over on the right. You are going to need to pay attention to this screen. In theory you will have one tree but most of the time you will have added isolated mini trees of people who you are not sure how they fit in. For now just make a mental note of what is there
  • Do a check/repair on your file
  • Backup your file

Now you can get started. Find the couple where you want to make the split and break the bond. For example, let's say you want your information in one file and your spouse's information in another. Break the marriage link between the two of you. 

Now go back to View > Trees and click Refresh again. You will see a new isolated tree pop up. Tag everyone in this new tree on an unused tag.  Now you are going to go to File > Export > Export to a new Legacy Family File. Export only the tagged individuals (use the Record Selection button at the bottom). Make sure you give this new file a distinctive name so that you know what is in it, something like James Sanders Lewis Family.

Open this new file, look around, make sure everything looks good and then check your media links, do a check/repair, and backup this file.

Now open your original file. You will want to rename this file to better reflect what is in it, something like Michele Lynn Simmons Family. Before you delete the tagged people out of this file, you might need to go back and relink the two people you unlinked and UNtag that base person IF you want them to remain in your file. If not, don't worry about it. Now you can delete the group of tagged people you just exported by going to Tools > Advanced Deleting. Make sure you choose the right tag. Again, you will want to check the media links, do a check/repair and then backup this file.

NOTE: One thing you have to watch out for is if the two lines you are breaking apart are related to each other in more than one way. For example, if the husband and wife in our example also happen to be 5th cousins, twice removed and you have that relationship in your file you will need to break that relationship too.

I like this method better than Dave's because it makes more sense to me. I use searching and tagging all the time but I rarely use split screen so I am not an expert with it. Just remember to think twice before you split and have a good reason to do so. 

 

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

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

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

 


Tuesday's Tip - The Legacy Cloud Backup (Beginner)

TT - Legacy Cloud Backup

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

The Legacy Cloud Backup (Beginner)

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

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

Go to File > Backup File

Backup screen
(click image to enlarge)

 

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

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

Restoring a file
(click image to enlarge)

 

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

Files available to restore
(click image to enlarge)

 

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

Michele's backups
(click image to enlarge)

 

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

 

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

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

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

 

 

 


Source Quality Not Quantity

Source Quality Not Quantity

No one explains this concept better than Elizabeth Shown Mills:

Citing a source is not an end to itself. Our goal is to rely only upon the best possible source. In the research stage, we record every source consulted, regardless of our immediate opinion of its value. When we recognize that a source is deficient or that a better source might exist, the better source should be sought and used. When we convert our raw notes into an interpretive account, we want our information and conclusions to be supported by the evidence of the highest quality possible. Toward that end, source citations have two purposes:

  • to record the specific location of each piece of data; and
  • to record details that affect the use or evaluation of that data.[1]

I am going to give you a few simple examples to further explain this concept and then I am going to show you how to record all of this in Legacy.

Let's say you consult an online state death index and you find your ancestor's date and place of death. You record the online index in Legacy as your source. You then order a copy of the death certificate. You receive it in the mail and now you record a new source. When you print a report do you want both sources to print? The answer is no. You will use the state issued death certificate as your source for the person's date/place of death because when you weigh the evidence the certificate trumps the index. 

Let's say you have the following sources for a person's date/place of birth; death certificate, obituary, and their tombstone. The informant for the death certificate, the obituary, and the tombstone is probably the same person so I wouldn't even look at these as three distinct sources (assuming all three agree). You would record all of these sources in Legacy but would you want all three to print in a report?  No.

Let's say you are using the 1880, 1900, 1910, 1920 and 1930 census to show a couple was married. Do you want all of these census citations to print for their marriage. No, one is sufficient. Even better would be to find their marriage certificate and then use that.

In Legacy there is a way mark your sources so that even though you have recorded everything that you have consulted you can restrict what actually prints. I am using Asa Clark Brown [1] in the Sample File that comes with Legacy as an example. Open Asa's Assigned Sources screen. There are five sources for Asa's Birth. Asa's Bible is the best source. The other sources listed support the evidence contained in the Bible but the Bible is what I will use as my source citation.

Assigned Sources screen
(click image to enlarge)


Click Edit Detail (NOT Edit Source) for the first citation that you want to restrict and then UNcheck the box to include the citation on the report. Do this for all of the citations that you don't want to appear.

Citation Detail screen
(click image to enlarge)


Now when you run a report only the one citation appears. This gives you the best of both worlds. You can record all of your sources so you can properly analyze them and weigh them against each other but you can also restrict what prints in your reports so that you don't clutter them up with unneeded citations. You want to record all of the sources you consulted for your research notes but your reader doesn't necessarily need to see them. There will be times when you will need to record more than one source in a single footnote which is perfectly okay. You might need multiple sources to prove a single piece of evidence especially when you are dealing with indirect evidence. You just don't want to be redundant by including sources that aren't needed.

Source Citation
(click image to enlarge)


So what is all this about weighing evidence against each other? Again, Elizabeth Shown Mills explains it best in her Evidence Analysis Process Map (pdf). Legacy has a built-in tool to help you with this.  Go back to Asa's Assigned Sources and this time open the Detail screen for the Brown Bible. You will see a button to Analyze Source Quality.

Analyze Source Quality option
(click image to enlarge)


You can see this looks very similar to the Evidence Analysis Process Map. I have marked the Bible as:

Original Source - Geoff has the actual Bible in his possession
Secondary Information - Remember, this is the source for Asa's BIRTH. Even though Asa recorded the information himself he wasn't in a position at the time of his birth to be a reliable witness. He recorded the date of birth that his mother told him
Direct Evidence - It directly answers the question, "When was Asa born?"

Source Quality screen
(click image to enlarge)


This same source is used in many places and the evidence analysis will vary a bit depending on what you are using this source for. For example, let's say Asa and his wife's marriage date is recorded in the Bible. Now it will be Primary Information because Asa was at his own marriage and he is reporting the date with first hand knowledge. 

You can go even deeper than this because you have to take some other things into consideration. What was the publication date of the Bible? Are the entries all in the same hand? Are some of the entries before or after the primary owner was born or had died? You need to look at EVERY source you use critically. 

So where do you put this kind of information?  Here is another shot of the Source Detail screen. You can see I have added a comment for the provenance and my analysis. This is all made up information. I am only using this as an illustration.

Adding Comments
(click image to enlarge)


Notice that the box to Add these Comments to the Source Citation on Reports is checked but I have some additional control of how this will print. After you have closed out these screens go to Options > Customize > Sources > Option 7.2.  Remember, you want your sources to be complete but also as concise as possible for readability. I only want this extra information to print once.

Option 7.2
(click image to enlarge)


You will be recording all of the sources that you consult but sometimes you need to restrict what is exported to make the report more concise and readable. Having your reader wade through 15 redundant sources will never be better than reading one pertinent source. 


[1] Elizabeth Shown Mills, Evidence Explained, Citing History Sources from Artifacts to Cyberspace, 3rd. ed. (Baltimore: Genealogical Publishing Company, 2015), 42-43.

 

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


Tuesday's Tip - Working With Addresses Part III (Intermediate)

TT - Working with addresses part III

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

Working With Addresses Part III (Intermediate)

 In Working with Addresses Part I I showed you how to record mailing addresses so that you can print Address Labels for mass mailings and create Name Tags for events or for file folder labels. In Part II we covered event addresses for both vital events and custom events and how this affects reports. In Part III we will look at Repository Addresses and how they work with Sources and the To-Do List. 

Repository Addresses are pretty straightforward. You will be recording all of the information about an archive, library, courthouse etc. There are just a couple of things to watch out for. 

When you record addresses for repositories that will be used in sources you might have to do some special formatting to get them to read out the way you want in your source citation. This requires a little bit of trial and error on your part. One of the nifty things you can use are Privacy Brackets to record things that you need to know but you don't necessarily want to print in your source citation. [[Anything in between double brackets will not print]] unless you specifically override the privacy settings. Here is an example from my personal file:

Repository Address
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 Notice that I have the county in privacy brackets. I want my source citation to print out the name and the city (which is does) but for the repository I only want "Circuit Court" because the name of the county is part of the citation itself. The problem I have is that I have a lot of different Circuit Courts on my Master Repository Address List and I can't tell them apart unless I have memorized every county seat for every county. Here is what it looks like on the Master Repository Address List. It is a little squished because of the constraints of a screenshot.

Master Repository Address List
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And this is how my source citation will actually print:

Marion County, Mississippi, Marriage Book 2: 310, Simmons-Graham, 1889; Circuit Court, Columbia.

I talked a bit about some of the other things you can enter on an address in Working with Addresses Part I but when I am working with repositories the Notes field is especially important to me. This is where I record any specific contact person I have, the policies for obtaining copies of documents, hours of operation etc. I have said many times in my articles that I want to keep as much information in a single computer program (Legacy) that I can. It saves me time and frustration. 

When working with the To-Do List being able to filter by repository is a great tool to have. You can take a printout of open tasks for a specific repository when you visit that repository. When working with To-Do tasks make sure you fill out all the fields completely or you won't have the advantage of being able to filter the list every which way. I will be doing a comprehensive article on the To-Do List soon (probably more than one).

Filtering by Repository isn't on the main Filtering screen. 

Filtering screen
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It is on the Print screen.

Print options
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We will talk more about To-Dos in a future article but I did want to show you how to filter by a repository address.

I hope this series of articles on the Master Address Lists has been a help. How you record information in Legacy affects reports and other types of printouts so you need to take the time to play around with your data entry a bit so make sure your output is how you want it. Consistency is key.

 

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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.