Tuesday's Tip - Media Files (Intermediate)

Media Files

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

Media Files 

We get a lot of questions about the right way to handle media in Legacy. Here are a few tips that will help you keep everything running smoothly.

  • It is a good idea to keep all of your Media in a single folder (sub-folders within this folder are perfectly okay). What you don't want is your media scattered all over your hard drive. It is also okay to have separate main media folders for each family file you have, if you have more than one.

  • You do not have to use the Legacy default folder, The default folder is \Documents\Legacy Family Tree\Media. If you use another folder then simply tell Legacy where it is in Options > Customize > 6. Locations > Option 6.2. Notice that Option 6.2 has a (ff) behind it. This means it is Family File specific and that is why it is okay to have separate media folders for multiple family files. You can keep your media on another drive, partitioned or external hard drive, or on cloud storage. Again, all you have to do is let Legacy know where the media files are. If you are using Cloud storage be aware that your media is actually in the LOCAL cloud storage folder on your hard drive. This folder will automatically sync to the cloud service.

  • Windows imposes a 260 character limit on file paths which include the drive letter and any spaces. You can read all about Windows file paths HERE. Here is my base file path, C:\Users\Michele\Documents\Legacy Family Tree\Media\ I have already used 52 characters. For those people that have a complex system of subfolders and/or file names you can easily get up to the Windows limit. If you are in that position, you might want to put your main media folder directly on the C: drive like this... C:\Media\ I am now down to 9 characters for my base path.

  • You do not want to have media files that have the same name, for example, 50 files named deathcertificate.jpg. A lot of people do this and think it is okay because they have all of these files in different sub-folders. This is not a good idea. Every file should have a unique name. You will thank me if you ever had to re-link your media.  
  • If you need to rename an image file do it from within the Picture Center (Tools > Picture Center) so that you don't lose your media link. Right now this only works for image files. If you rename a .pdf or other type of non image file you will need to manually re-link it.

  • When you link a file please select the correct file type from the drop down menu (.jpg = picture, .pdf = document, .wav = sound, etc.)

  • When working with images, please take a look at this excellent article that Jim Terry wrote.

  • Run the Media Relinker (Tools > Media Relinker) periodically just to make sure everything is okay with your Media files. I always do a Check/Repair and run the Media Relinker before I backup my file.

I hope this information will help you keep your media organized and linked.

 

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.


Legacy 101 - Data Entry Using the Name/Search List

Most of the time you will probably be editing people using the Individual's Information screen.

Individual's Information screen
(click image to enlarge)

However, there is another way you can edit people that is especially helpful in certain situations and that is by using the Name List (View > Name List).

Name List
(click image to enlarge)

There are a couple of things I want to say about the Name List in general. A Search List works in the exact same way as the Name List does. Think of a Search List simply as a filtered Name List. There are three buttons and three fields at the top. The first button allows you to sort the list by RIN (Record Identification Number) and the field next to that button allows you to type in a RIN number and you will be taken right to that person. You can change this button/field to the User ID by going to Options > Show User ID# in the list. The Given button allows you to sort the list by given names and you can type a given name in the field to the right to navigate to a certain given name. The Surname button allows you to sort the list by surname and you can search by surname using the field to the right. You can search by full names in either field. In the Given name field you would type John Doe but in the surname field you would type Doe, John. In the given name field, if the person has a middle name you will have to type that too.

I want to talk about a couple of important options before we go over editing. If you look to the left of the # button at the top you will see a blue triangle icon. This will open the Source Clipboard. At the bottom left you will see five icons, AKAs, Media Gallery, To-Do List, Hashtags and Stories which you can use as quick shortcuts. If you click the Options button at the bottom you will see an option to add Married Names to the Name List. Married names will have a § symbol in front of the name. You can also add Alternate Names to the Name List. Alternate names will have a ~ symbol in front of the name.  You can see these symbols in this screenshot.

Married and alternate names
(click image to enlarge)

There are three other things you can add to the left panel of the Name List, Tags (all 9 or your choice of 3), Hint results, and Potential Problems. Also notice that if you have set your direct line those people will be in bold (Tools > Set Direct Line), and if you have set males, females, and unknowns to be different colors you will see that too.

Options on the Name List
(click image to enlarge)

You will see many more options on the Options menu that you can explore on your own but I do want to point out that this is where you will find the Print option. The Print option is very important because you can tell Legacy exactly which fields you want to print making for a very customized report. You can also export the report to a CSV file (generic spreadsheet file format) which is very handy. We won't be going any further than that in this article.

Now to editing. Over on the right side you will see six tabs. The first tab is the Detail tab and this gives you a quick overview of the person. You can't do any editing on this tab. If you look at the top you can see in the Surname box that I typed in a partial name to get to my grandmother.

Detail tab
(click image to enlarge)

The second tab, Edit, is where you can edit vital events, AKAs, all of the different ID numbers, privacy settings, and several more things. If you have set Legacy up so that fields that have sources have a different color you will see the colored labels on this screen exactly like you would if you were looking at the Individual's Information screen. I have my screen shrunk down so that I can do the screenshots. You will have more room than what you see here.

Edit tab
(click image to enlarge)

The third tab, Events, is where you will enter and edit the person's events. You will be using the buttons at the bottom. You can see on the right of the events three columns of icons. If you have a shared event you will have an icon in the first column. If you have a source for that event you will have an icon in the second column. If you have media attached to an event you will see an icon in the third column.

Events tab
(click image to enlarge)

On the fourth tab, Notes, you will find the General Notes, Research Notes and Medical Notes. I have highlighted the Medical Notes because that is where you will find the cause of death field and some users overlook this.

Notes tab
(click image to enlarge)

The fifth tab, Family, is where you will see the person's immediate family. You will see parents, siblings, spouse(s), and children. You can edit any of these people. Click the person you want to edit and you will see the buttons below change as well as the details of that person. You can't delete, link, or unlink from here. You will have to go back to the main menus to do that.

Family tab
(click image to enlarge)

The last tab is the Sources tab. It works just like the Assigned Sources screen that you are used to. You will be using the buttons at the bottom to add or edit. I want to point out two icons that have just now appeared on your screen that you might have missed. Remember where the Source Clipboard is? (to the left of the # button at the top left). Now you will see a new icon there just below it. This is the Paste button.  If you have something loaded on the clipboard you can use this to paste it into into any of the fields on the right. Also, there is a Copy icon at the bottom right. If you highlight a source in the list you can copy it to the clipboard. We will be talking more about sources and the Source Clipboard in another article. For now just be aware of where these icons are.

Sources tab
(click image to enlarge)

I told you that there would be times where editing from the Name/Search List would be the way to go. Let's say you need to do the same sort of edit to a group of people that you have put on a Search List. You can click the appropriate tab on the right and then quickly go down your search list making the edits. This will save you a lot of time and you can be assured your edits are uniform.

Legacy usually has more than one way to do something so that our users will find a routine that makes sense to them. Being able to edit an individual via the Individual's Information screen vs. the Name/Search List is one of these types of options.

 

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 - Set Direct Line (Beginner)

Set Direct Line

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

Set Direct Line (Beginner)

Setting your Direct Line is a navigational tool which will help you click through your file at lightening speed. Before you get started, go to Options > Customize > Data Format > Option 3.8. Here is how I have mine set up. You might have chosen different options but make sure that the box to Indicate direct-line children in lists (bold) is checked. Notice that this is a (gbl) option. This means it is global and if you have more than one file you only have to set this option once and it will affect all of your files.

Child List Indicators
(click image to enlarge)

 

Step 2 is to actually set the direct lines. Go to Tools > Set Direct Line.  Put yourself in the box using the Change button and then Set Preferred Line.

Set Direct Line as Preferred
(click image to enlarge)

 

Now when you navigate your direct line ancestor will be in bold in all list style dialog boxes.

Children's List
(click image to enlarge)

 

In the Name List you can see three of my direct line ancestors in bold, my great-grandfather, my 2nd great-grandfather and my 3rd great-grandfather. They are also colored blue because I have the Ancestor colors turned on and they are in my paternal grandfather's line.

Name List
(click image to enlarge)

 

So how does this save you time? It is easy to see the bold names in the Family View and you can go click, click, click click to go up or down the direct line chain. You can also easily retrace your steps when working with your direct line. This is something I use all the time. If you want to capture both your direct line and your spouse's, simply set the direct line to one of your children.

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.


Legacy 101 - Charts

The Legacy Charting program is included when you purchase Legacy. A limited version is also included with the free Standard Version of Legacy. It is both a standalone program and one that you can access from within Legacy itself. I mention this because if you open Legacy Charting from outside of Legacy the initial screens will look different than when you open it from within Legacy. Why? Because if you open it as a standalone program you will be asked which file you want to use for your chart. If you open it from within Legacy it will assume you want to use the file you have open.

Let's start with what you will see when you open Legacy Charting as a standalone program. 

Charting as a standalone program
(click image to enlarge)

After you click Create a New Chart you will see this.

List of usable files
(click image to enlarge)

I doubt you will have as many usable files as I do but you can see that there are several different file formats that Legacy Charting can use, not just Legacy files. Once you select the file you want to use you will see this.

Select a chart type
(click image to enlarge)

We will stop there and go on to what you will see if you open Legacy Charting from within Legacy itself. You can get to Legacy Charting from either the Reports Toolbar or the MyToolbar. Your MyToolbar will look a little different than mine because mine has been customized.

Charting on Reports Toolbar
(click image to enlarge)
Charting on the MyToolbar
(click image to enlarge)

When you open the program you will see the same screen as where we left off when using Legacy Charting as a standalone program so we will continue on from here.

Select a chart screen
(click image to enlarge)

You will create your chart first and then change the options. Select one of the charts and Legacy will create it using whatever settings you last used. If this is the first time you have created that particular chart it will create it with the defaults. We will use the Standard Ancestor Chart as an example (the very first chart).

Standard Ancestor Chart
(click image to enlarge)

The chart pops up using the last options that selected. We won't be able to go over every possible option but we will hit the highlights. Over on the left you will see a vertical stack of icons. You will also see a horizontal line of icons at the very top. If you hover your mouse over each icon you will get a popup telling you what that icon does. You can also click the Legacy Charting icon in the extreme upper left corner to bring up another menu.

Icon tooltips
(click image to enlarge)

On the Home tab you can start a new chart, change the anchor person for the chart, change the number of generations, show or not show duplicate lines, and you can set your privacy options.

Home tab
(click image to enlarge)

The Appearance tab is where you will find most of your options for jazzing up your chart. Legacy Charting has some built in themes that will give you a head start.  You can also change your colors. The Box Items is where you will tell Legacy what exactly you want to be displayed in your boxes. I will expand on that a little further down because there is something I don't want you to miss there. You can change your page, box and line border styles and thicknesses, you can change your box sizes and the distances between boxes and generations. You can add a background. There are some default backgrounds that you can choose from but you can also add your own. You can customize the title of your chart.

Appearance tab
(click image to enlarge)

The Insert tab lets you add text boxes and images to the white space in your chart to add extra information and interest.

Insert tab
(click image to enlarge)

The Export tab is where you can print your chart, export it to several different file formats, email your chart to someone, or you can order a chart to be professionally printed.

Publish tab
(click image to enlarge)

The Help & Options tab is where you will set your general options, access the help file, see the version of Legacy Charting you are using, technical support links, and you can change your chart to several different supported languages.

Help & Options
(click image to enlarge)

The Tips & Updates tab shows your installed version (the program will automatically be updated when you update Legacy), a link to our main website, and a list of helpful articles. You will see a summary of the article at the bottom of the screen but if you double click the article itself you will be taken to the full article.

Tips and Updates
(click image to enlarge)

I want to go back to the Box Items option on the Appearances tab because some users have trouble with this. Here is what you will see.

Box Items options
(click image to enlarge)

You can move the available items from the left box to the middle. Even if they are in the middle they won't be included in your chart unless they are checked. Also, you need to highlight each item in the middle box and you will see options pop up over on the right for you to consider. You can change the font at the bottom for each item as well.

There are two more hints I want to give you. There is a xDNA chart but it isn't a chart per se. It is a color scheme and some users don't find this right away. Select a Half Fan Chart and then go to Appearance > Color. Select DNA X Chromosome from the drop down list. You can change the colors for the xDNA inherited from males vs. females.

xDNA Chart
(click image to enlarge)

The last thing I want to talk about is the difference between SAVING a chart and EXPORTING a chart. When you save a chart it is saved in a .lwcx format. You will be asked if you want to save the chart when you exit. You can also save a chart by using the Save icon in the top row of icons on the screen or you can click the blue Legacy Charting icon in the extreme upper left corner which brings up a menu that includes saving. If you save your chart in the .lwcx format, you can open that chart again and edit it. If you have made changes in the main Legacy file you can click the Refresh icon (bottom icon in the vertical stack of icons on the left) and it will automatically update your chart. If you have exported your chart as a PDF, BMP, JPEG, PNG or TIFF file you will not be able to edit these. This is what you do when you are ready to send a file to someone.

Legacy Charting has many different charts to choose from and many options within each chart so that you can design something that you will be proud to display on your wall or send to your family members.

 

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 - Ancestor Colors? (Beginner)

Ancestor 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.

Ancestor Colors? (Beginner)

One thing that y'all* should know by now is that I love color and I use all of the different color options that Legacy offers. I will also tell you that I am a bit of a dinosaur because when I started researching my family I didn't own a computer. Everything I did was on paper and I had my file folders color coded to match what the Family History Library recommended. This color coding system is still a great organizational tool and you can now tie your Legacy family file to your paper filing system using these colors. One of our webinar speakers, Mary Hill, AG, was the person who designed this color system which the Family History Library adopted and published in one of the Research Guides back in the mid 1990's. You can learn more about this filing system by watching Mary's webinar, Get Organized Using the FamilyRoots Organizer Color-Coding System and by visiting her FamilyRoots Organizer Color-Coding System website. 

*y'all - the correct way to say "you all"

Nutshell version: Your paternal grandfather's line is blue, your paternal grandmother's line is green, your maternal grandfather's line is red, and your maternal grandmother's line is yellow. You can see at a glance which line a person belongs to based on their color. Legacy allows you to color code your ancestors in this very same way. 

The first thing you need to do is go to Options > Customize > View > Option 8.3. I want to see these colors on every view so I have all of the boxes check marked. Notice that this option has an (ff) behind it which means it is Family File specific. If you have more than one family file you will need to set this option on each one.

Ancestor Color Coding
(click image to enlarge)

 

Also notice in the above screenshot that you can Apply the Ancestor Colors and you can Change Colors right from this screen but I am going to show you another way. You can also go to Tools > Set Ancestor Colors

Tools > Set Ancestor Colors
(click image to enlarge)

 

And here is what you will see: 

Set Ancestor Colors dialog box
(click image to enlarge)

 

The default is to set the standard 4 color Ancestor Colors to yourself (you will need to put yourself in the box) but Legacy has added some nifty enhancements to this. You can track your 4 grandparent lines OR you can track your 8 great-grandparents lines AND you can apply colors to TWO different anchor people (usually yourself and your spouse) AND you can also change the colors if you would prefer colors other than the standards (Edit Colors button). I love it! If you chose to go with the default colors, the Group 1 colors will be pastel and the Group 2 colors (for your second anchor person) will be bold so that you can tell them apart. 

Here is the Edit Colors dialog box and what you are seeing are the default colors for both Group 1 and Group 2 as well as for 4 colors vs. 8 colors. If you want to go wild and change the colors all you have to do is click on each color box to make the change. 

Change Ancestor Colors
(click image to enlarge)

 

I have mine set using the standard colors for 4 lines. The Group 1 colors are mine and the Group 2 colors are for my husband.  Make sure that when you switch over from Group 1 to Group 2 that you change the name of the anchor person in the box. Here is what it looks like in the Pedigree View. I used my husband because the bold colors look better on a screenshot. 

Pedigree View
(click image to enlarge)

 

If I navigate to a different person in his line you will see that the colors reflect where I am. Everyone is yellow so these people belong to his maternal grandmother's line.

Maternal Grandmother's Line
(click image to enlarge)

 

I have saved the best for last. I have set the Ancestor Colors to my dad (Group 1) and to my stepmother (Group 2) because they happen to share a common ancestor. That common ancestor gets TWO colors! Blue to show this is my dad's paternal grandfather's line and yellow to show it is my stepmother's maternal grandmother's line. How cool is that!

Common Ancestor
(click image to enlarge)


 You can also color code in Legacy Charting but it is limited to one anchor person since there is only one anchor on a chart. It is also is limited to the 4 colors for the 4 grandparent lines. In Charting, open any Ancestor type chart. Go to Appearance > Color, In the Drop down box select 4 Color.  You will see Mary Hill System - Light and Mary Hill System (original bold colors) and then click Apply Color Theme to Chart. You can also change the colors at the bottom of this dialog box.

Mary Hill Light Colors
(click image to enlarge)
Mary Hill Dark Colors
(click image to enlarge)


Even if you don't use the color-coded, paper filing system this is still a great way to see where someone fits in at a glance. I hope you enjoy working with color as much as I do. 

 

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.


Legacy 101 - Reports

Legacy 101 - Reports

Legacy has many reports to chose from and they are very customizable so that you can create exactly what you need. On the main Reports toolbar you will see the most common reports.

Reports Toolbar
(click image to enlarge)

 If you click the little down arrow next to Chart Reports you will see this.

Chart Reports
(click image to enlarge)

And here are the "Other" reports.

Other Reports
(click image to enlarge)

We can't go over all of the different types of reports so you will need to do some sleuthing on your own. What I want to do is show you one of the common reports and some things you need to know that will carry over to all of the different reports. We are going to look at the Descendant Narrative Book Report.

Descendant Narrative Book Report
(click image to enlarge)

When you first open this report you will see this.

Opening the report
(click image to enlarge)

The biggest mistake users make with reports is not realizing just how many options there are. When you first open the report you will see that there are five tabs of options at the top, options in the middle part of the screen, printer options over on the the right, Index Options, Report Options, and Title Page options buttons at the bottom.  Also, users over look the CHANGE button at the bottom where you can change your anchor person.  Over on the right is where you will select your type of output and at the bottom right you can save all of your settings so that you can use them again without having to select them (you can save multiple sets of settings). You can then Load the settings you have saved. You can Reset the report to your user defaults or the Legacy defaults. Make sure that you click every one of the tabs and buttons. But we are nowhere near done with the options!  If you click the Report Options button at the bottom you will see this.

Report Options
(click image to enlarge)

Notice that there are five more tabs of options here AND the tabs have additional buttons for more options (like the Event Options button that you see in the screenshot). Over on the right you see Privacy Options, Page Setup and Report Fonts.

Once you have all of your options set like you want, over on the main report screen you will will see a very important button, the Preview. You can preview your report as you change the options until you get it just like you want before printing or sending it to a file.

Preview button
(click image to enlarge)

When you look at the report options, you will see that some items are greyed out. That means that that option isn't available for that specific report. All of the book style reports have the same screens as the Descendant Narrative Book Report and all of the Chart style reports have the same screens. The other reports are for totally different things so their report options screens are specific to each report.

You will also see the Publishing Center on the main Reports toolbar. I am only going to mention this briefly. 

Publishing Center
(click image to enlarge)

If you open the Publishing Center you will see that it is set up similarly to a report with a lot of tabs and buttons full of options. I want to point out the options that users seem to overlook. You can change your focus person for a particular chapter, you can edit the report options for a specific chapter, and you can reorder the chapters by using the arrow buttons.

Publishing Center options
(click image to enlarge)

A lot of users think that the Publishing Center is only for full length books and that is not the case at all. You can use the Publishing Center to combine one or more reports into a single cohesive report. For example, you could create a Pedigree Chart and then add Family Group Sheets for each couple on the chart or you could create a Descendant Book Report and add a Picture Scrapbook so that all of your photos are included.

There are actually some additional reports that aren't on the main report menu because they are tied to other features. For example, if you go to Tools > Relationship you will find the Relationship Chart Report there. You can't run this report until you calculate the relationship between two people.

Relationship Chart Report
(click image to enlarge)

 Another report that you need to watch out for is the Relationship Report.

Relationship Report
(click image to enlarge)

You will not be able to run this report until you have actually set the relationships at Tools > Set Relationships.

Set Relationships
(click image to enlarge)

 I don't think you will find any other program that has this many reports and customizations.

 

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 - Internet Search Strings (Advanced)

Internet Search Strings

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

Internet Search Strings (Advanced)

Judy, one of our more experienced Legacy users, wrote this:

"For those of us who tinker with the search strings for various websites, could there be a place on the Legacy website that would have the "original" strings as supplied with the program for us to download or copy to repair the mess "we" have made and are unable to correct?"

We don't have this as a download but the information is readily available.

1) With Legacy closed, go to the \Documents\Legacy Family Tree\_AppData\ folder and open it. Rename your iSearch folder to iSearchX

2) Open Legacy and go to Search > Search Internet. Don't do anything. Just close the dialog box again. 

3) Now go back to the \Documents\Legacy Family Tree\_AppData folder and open it. You will notice that you now have an iSearch and an iSearchX folder.  Rename the iSearch folder to iSearch ORIGINAL and then rename iSearchX to iSearch.

What you have done is created a clean copy of the folder with the original strings (now iSearch ORIGINAL) which will leave any changes that you have already made still in place (now iSearch).

Open the iSearch ORIGINAL folder. You can open any of these files with Windows Notepad. You will see the original search strings (both lines). If you ever get into a bind you can open this file and copy and paste what you need.

 
If this is something you are interested in trying out yourself, go to Search > Search Internet > Customize Searches. Highlight the search you want to work with and click Edit. Now click the Help button on this screen for detailed instructions.

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.


Register for Webinar Friday - Legacy 9 Unlocked (part 2): Adding an Online Document by Geoff Rasmussen

Register

In this series, Legacy’s Geoff Rasmussen will guide you through the step-by-steps of properly adding genealogy documents, citations, and digital media to your Legacy Family Tree 9 software. Each class is based on a different chapter in his popular book, Legacy 9 Unlocked: Techniques, Tips and Step-By-Steps for Using Legacy Family Tree to Record Your Genealogy. Watch them in order if you want to  follow the mystery or jump around to capture the instructions.
 
In this class, “Adding an Online Document,” you will learn the seven steps of adding any online document to Legacy.

Join us and Legacy's Geoff Rasmussen for the live webinar Friday, February 23, 2018 at 2pm Eastern U.S. Register today to reserve your virtual seat. Registration is free but space is limited to the first 1,000 people to join that day. When you join, if you receive a message that the webinar is full, you know we've reached the 1,000 limit, so we invite you to view the recording which should be published to the webinar archives within an hour or two of the event's conclusion. 

Registerbut 

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About the presenter

GeoffRasmussen-144x144Geoffrey D. Rasmussen is the father of four budding genealogists. He graduated with a degree in Genealogy and Family History from Brigham Young University and has served as director and vice-president of the Utah Genealogical Association. He is a dynamic genealogy speaker on all forms of genealogy technology, and as host of the Legacy Family Tree webinar series, has spoken virtually to nearly 100 different countries. He has authored books, videos, articles, and websites, and develops the Legacy Family Tree software program. On a personal note, Geoff enjoys playing the piano, organ, cello, basketball and bowling. His favorite places are cemeteries, the ocean, and hanging out with other genealogists. He met and proposed to his wife in a Family History Center.

He is the author of the recently-released, Kindred Voices: Listening for our Ancestors, and the popular books Legacy Family Tree, Unlocked!and Digital Imaging Essentials.

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Webinar time

The webinar will be live on Friday, February 23, 2018 at:

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Here's how to attend:

  1. Register at www.FamilyTreeWebinars.com today. It's free!
  2. You will receive a confirmation email containing a link to the webinar.
  3. You will receive a reminder email both 1 day and 1 hour prior to the live webinar.
  4. Calculate your time zone by clicking here.
  5. Make sure you have the latest version of Java installed on your computer. Check at www.java.com.
  6. Check your GoToWebinar connection here.
  7. Click on the webinar link (found in confirmation and reminder emails) prior to the start of the webinar. Arrive early as the room size is limited to the first 1,000 arrivals that day.
  8. Listen via headset (USB headsets work best), your computer speakers, or by phone.

We look forward to seeing you all there!


Tuesday's Tip - Keyboard Shortcuts (Beginner)

Keyboard Shortcuts

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

Keyboard Shortcuts (Beginner)

Keyboard shortcuts can save you time when executing the most common tasks in Legacy. There are a lot of keyboard shortcuts but some only work on certain screens. Here is a complete list. These are also in the Help File under Keyboard Shortcuts.

All tab names on the Ribbon bar have an underlined letter.  You can select a tab by holding down the ALT key and pressing the underlined letter.  Once a tab is displayed, you can select a menu option by pressing the underlined letter in the option name.

  • ALT + F File Tab  
  • ALT + E Edit Tab  
  • ALT + A Add Tab  
  • ALT + V View Tab  
  • ALT + R Report Tab  
  • ALT + L Tools Tab  
  • ALT + C Search Tab  
  • ALT + I Internet Tab  
  • ALT + O Options Tab  
  • ALT + P Help Tab  


Shortcut Keys for Main Views

  • ALT + F1 Legacy Home Tab  
  • ALT + F2 Family Tab  
  • ALT + F3 Pedigree Tab  
  • ALT + F4 Descendant Tab  
  • ALT + F5 Chronology Tab  
  • ALT + F6 Index Tab  


Shortcut Keys to Bypass Menus on the Main Views

Many menu options have shortcut keys listed next to them.  You can choose a menu command by holding down the CTRL key and pressing the other key.  The shortcut keys listed below are meant to be used only from the main views in Legacy (Legacy Home, Family, Pedigree, Descendant, Chronology, and Index).  On other forms, some of these shortcut keys have other functions.  

  • CTRL + A Displays the Ages dialog box.  (On the Legacy Home tab, this shortcut key highlights the entire page contents.)
  • CTRL + B Backup a Family File
  • CTRL + E Export a GEDCOM File
  • CTRL + N Add a New, Unlinked Person.  (On the Legacy Home tab, this shortcut key opens the Home contents in a separate browser window.)
  • CTRL + O Open a Family File.  (Not available while on the Legacy Home tab.)
  • CTRL + P Opens the Picture Center.  (On the Legacy Home tab, this shortcut key opens the Print window for printing the Legacy Home page contents.)
  • CTRL + Q GEDCOM Import
  • CTRL + S Display Preferred Startup Family.  (Not available while on the Legacy Home tab.)
  • CTRL + T Advanced Tagging
  • CTRL + W Web Page Creation
  • CTRL + Z Opens the Customize window (ALT + Z also opens the window)


Shortcut Keys in Dialog Boxes

Most command buttons shown in dialog boxes have an underlined letter in their description.  You can click a button by holding down the ALT key and pressing the underlined letter.  This is equivalent to clicking on the button with the mouse cursor.


Other Shortcut Keys

From the Information, Marriage, and Notes windows, you can press F4 to display the Sources window.  From the Information and Marriage windows, you can press F5 to display the Notes window.  From any Note field, you can press F7 to start the spell checker.  From the Information, Marriage and LDS windows, F8 can be used to duplicate field contents from the previously saved record.  You can also press Ctrl-F9 to memorize any location field and F9 to play the memorized field back to any other location field.  (Shift-F10 / F10, Shift-F11 / F11 and Shift F12 / F12 also work the same way to memorize and play back field entries.)


Shortcut Keys for the Source Clipboard

  • Alt-1  Opens the source clipboard. 
  • Alt-2  Assigns to the current field.  
  • Alt-3  Assigns to all non-blank fields.  
  • Alt-4  Assigns to the Unspecified area.  


Family and Pedigree View

The following single shortcut keys are available while working in the Family or Pedigree View.  To use the shortcuts, simple type the one-character command.  The commands are executed immediately when you press the letter. 


Single key commands:

  • ? Help (help on shortcut keys)  
  • F Find (displays Search window)  
  • G Go (to RIN #)  
  • I Index (displays Name List)  
  • M Marriage (displays Marriage List)  
  • X Exit (prompts for confirmation to exit Legacy)  


Shortcut Keys on Family View

The following shortcut key combinations are available while working in the Family View.  To use the shortcuts, simple type the two-character command.  The commands are executed immediately after you press the second letter.


Two-Key Commands

  • AD Add Daughter  
  • AH Add Husband  
  • AS Add Son  
  • AW Add Wife  
  • C1-C9 and CA-CF   Child 1 - Child 9 and Child 10 - Child 15  
  • (moves the child to the Husb-Wife level)  
  • E1-E9 and EA-EF    Edit Child 1 - Child 9 and Child 10 - Child 15  
  • EH Edit Husband  
  • EM Edit Marriage  
  • EW Edit Wife  
  • HP Husband's Parents  
  • LD Link Daughter  
  • LH Link Husband  
  • LS Link Son  
  • LW Link Wife  
  • ND New Daughter  
  • NH New Husband  
  • NS New Son  
  • NW New Wife  
  • WP Wife's Parents  


Shortcut Keys on Other Forms

The following shortcut keys are available while working in various forms in Legacy.  Not all of these are available on all forms.


While in a Note-type field:

  • Ctrl-B  Bolds the selected characters or words if some have been highlighted by dragging the mouse over them.  If nothing is currently selected, pressing Alt-B turns on bold mode so that successive text is bolded as you type it.
  • Ctrl-I  Italicizes the selected characters or words if some have been highlighted by dragging the mouse over them.  If nothing is currently selected, pressing Alt-I turns on italicize mode so that successive text is italicized as you type it.
  • Ctrl-U  Underlines the selected characters or words if some have been highlighted by dragging the mouse over them.  If nothing is currently selected, pressing Alt-U turns on underline mode so that successive text is underlined as you type it.
  • Ctrl-S  Superscripts the selected characters or words if some have been highlighted by dragging the mouse over them.  If nothing is currently selected, pressing Alt-S turns on superscript mode so that successive text is superscripted as you type it.
  • Ctrl-F  Opens the Find dialog box where you can search for text within the note.
  • Ctrl-C  Copies highlighted text to the Windows clipboard.
  • Ctrl-X  Cuts highlighted text from the notes field and places it on the Windows clipboard.
  • Ctrl-V  Pastes any text currently on the Windows clipboard to the current position in the note field.
  • Ctrl-Tab  Inserts a tab character into the note.  (Using tab characters to try to line up columns of information may not result in the desired format when printed on reports.)
  • F3   Continues the search to find the next match after starting a search with Ctrl-F.
  • Ctrl-Z  Removes any text entered since the last time the note was changed.  (This is a Windows function.  If you are entering text, anytime you exit a field, or do some other function, like spell checking or searching, the undo feature is reset.)
  • F6   Pops up the Character Map where you can select one or more special character to insert into the note.  This can be used to select copywrite symbols or other characters not shown on your keyboard.
  • F7   Starts spell checking.
  • Ctrl-P  Privatizes highlighted text by enclosing it in [[ and ]]
  • Ctrl-Space  Removes all formatting from the note including bolding, italicizing, underlining, and superscripting.
  • Ctrl-R, Alt-R, F8 Pressing any of these keys works the same as clicking the Repeat button which repeats the field contents previously saved on the same type of form.

 
Isn't this fun! I don't use all of the shortcuts but I do have quite a few that I use all of the time. I like anything that will save me time.

 

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

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

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

 


Legacy 101 - Backing up Your File

Legacy 101 - Backing up Your File

Backing up your file is a must. You should be doing this routinely. Legacy will remind you to backup your file on exit if you have selected this in the Options menu. Options > Customize > Other Settings > Option 12.5 Message Boxes. Click the button that says "Turn on or off Optional Reminder Messages"

Backup reminder message
(click image to enlarge)

To get to the Backup screen go to File > Backup File

Backup screen
(click image to enlarge)

There are several things that we need to talk about here. When you open the backup screen for the first time you will notice that the default is set to the \Legacy Family Tree\Data folder. That's because Legacy doesn't know where you want your backups to go yet. Many people leave the file path as is. It is okay to backup to this folder but you don't want this to be the only place to you backup to. You want backups somewhere other than your hard drive. Why? If you ever have a hard drive failure you will lose everything, your working data file and all of your backups. To change the file path, click the Change link over on the right. If you change the data location Legacy will ask you if you want the Media backup location to be the same. Normally you will say yes to this. If you notice, in the above screenshot my file path is to my local One Drive folder which automatically syncs to the One Drive cloud. Other popular cloud options are Dropbox and Google Drive. My personal preference is cloud storage but you can always backup to an external hard drive, a flash drive, or a CD. It is probably a good idea to back up to two places. I have been using Legacy since 2005 and I have only had to use a backup twice. The first time I had a hard drive failure. I had my file backed up to two 3 1/2 inch floppies so I breathed a sigh of relief. The second time I had made a global change to my file that I instantly regretted so I restored my most recent backup.

Legacy now has a cloud backup of it's own which is the second option on the screen. This backup is in addition to and not instead of your normal backup routine. There are two things you need to know. This is a data backup only. Your media will not be backed up.  Also, when you backup the previous backup will be overwritten. You will only have your most recent backup available. The regular backup routine (the first option on the screen) does not overwrite your previous backups. They are appended with the date and time. Your data and your media will be two separate zip files that will have the same date and time stamp.

I have already told you that you should do routine backups but there are other times when you should also backup. I mentioned that I made a global change to my file that I instantly regretted. You should always backup your file before you make any global changes. For example, when you are working with any of the Master Lists, Search and Replace or Merging. You can see on the options screen that Legacy has backup reminders for some of these things to help you remember.

 Tech support gets really sad when someone emails that they have had a hard drive failure and they don't have a backup to fall back on. Please don't be that user.

 

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.