Legacy 101 - Entering Events

Creating a timeline for your ancestor is critical. If you know where they were at specific times you can then research in the correct jurisdictions to find possible records. If you see a migration pattern in their movements you can then back them up in time using known migration routes which might give you a place of origin. You can investigate other people in the same area at the same time who might be related in some way. Entering events is how you create this important timeline. The vital events (birth, baptism, death, and burial) have their own fields so you will not be entering these as custom events.  All events are entered on the Individual's Information screen. 

Individual's Information screen
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Click the Add button over on the right and you will see the event entry screen. If you click the drop down arrow next to the Event/Fact field you will see the default events that Legacy comes with but you can also easily add your own event name by typing it in the field. Legacy will auto fill if you already have that event in your list. You can mouse click on the Event/Fact: label and Legacy will fill in the last event you used.

Entering an event name
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You may or may not need the description field depending on the event. You then add the date of the event (if known) and the place where it occurred (if known). If you right mouse click the date or place field name it will give you a list of the last ten things you used. The place field will also auto fill as you are typing if you have already used that place and it is on your Master Location List. You also have a place to add notes at the bottom. All of Legacy's note fields can have up to one million characters. I had to reduce the size of the window for the screenshots. Your screens will have more room.

I am going to show you a few examples of events from my personal file. It is important to understand that different people will enter events differently so what you see is just the way I do it.

Census event
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Residence event
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Deed event
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Will event
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You can also add an address, sources, and media files to an event. 

Address, sources, media icons
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Legacy has two ways to save you a lot of time and help you make sure that your events are consistent.  You can Copy and Paste events to other people or you can Share events with other people. Which method you choose is a matter of personal preference and you might decide to use one way for some events and the other way for others. One thing you will want to consider is how the events will read out in reports. The two methods produce different outputs. You can try each method and run sample reports to see which one works better for you. When you copy and paste you are creating an exact duplicate of the event that will be added to the other person's timeline. When you share an event you are able to add roles for the other people (how they participated in the event).

To copy an event you will click the copy icon, navigate to the person who needs the event, click the Add button, and then click the paste icon.

Copy an event
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Paste an event
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To share an event you will click the Share Event button over on the right. 

Sharing an event
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If you chose "Select from the Name List" you will see a familiar screen where you can choose one or more people you want to share the event with by putting a check mark next to their name. Legacy helps you out by putting the immediate family over on the right so that you don't have to hunt for them (first screenshot). You use the "Just enter the name of a person" when the person is unknown to you and they are not in your file. For example, a marriage license that lists a witness whom you do not know (second screenshot).

Using the Name List
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Adding a person that isn't in your file
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There are more advanced options on these screens as well as in reports that will help you refine how you want your events to appear but the information you have now is enough to get you started on the right foot creating comprehensive timelines for your ancestors.

 

View a Compilation of all Legacy 101 articles

 

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.

 


Compilation of Legacy 101 Articles

Compilation of Legacy 101Articles

The Legacy 101 articles provide you with an easy-to- learn resource as you get started with Legacy Family Tree software. The twenty-part series has been released weekly on the Legacy Family Tree Blog.  

Here you will find a compilation of all the posts for your convenience.

Legacy 101 Articles

  1. How to Find Help - http://news.legacyfamilytree.com/legacy_news/2017/12/legacy-101-how-to-find-help.html
  2. The Different Views - http://news.legacyfamilytree.com/legacy_news/2017/12/legacy-101-the-different-views.html
  3. Entering Locations - http://news.legacyfamilytree.com/legacy_news/2018/01/legacy-101-entering-locations.html
  4. How to Enter a Person and His/Her Spouse - http://news.legacyfamilytree.com/legacy_news/2018/01/legacy-101-how-to-enter-a-person-and-his-her-spouse.html
  5. How to Enter a Child and Parents - http://news.legacyfamilytree.com/legacy_news/2018/01/legacy-101-how-to-enter-a-child-and-parents.html
  6. Linking and Unlinking - http://news.legacyfamilytree.com/legacy_news/2018/01/legacy-101-linking-and-unlinking.html
  7. Privacy - http://news.legacyfamilytree.com/legacy_news/2018/02/legacy-101-privacy.html
  8. File Maintenance - http://news.legacyfamilytree.com/legacy_news/2018/02/legacy-101-file-maintenance-.html
  9. Backing Up Your File - http://news.legacyfamilytree.com/legacy_news/2018/02/legacy-101-backing-up-your-file.html
  10. Sharing Your Data with Others - http://news.legacyfamilytree.com/legacy_news/2018/02/legacy-101-sharing-your-data-with-others-not-done.html
  11. Reports - http://news.legacyfamilytree.com/legacy_news/2018/03/legacy-101-reports.html
  12. Charts - http://news.legacyfamilytree.com/legacy_news/2018/03/legacy-101-charts.html
  13. Data Entry Using the Name/Search List - http://news.legacyfamilytree.com/legacy_news/2018/03/legacy-101-data-entry-using-the-name-search-list.html
  14. FamilySearch - http://news.legacyfamilytree.com/legacy_news/2018/03/legacy-101-familysearch.html
  15. Master Lists - http://news.legacyfamilytree.com/legacy_news/2018/03/legacy-101-master-lists.html
  16. Source Citations - http://news.legacyfamilytree.com/legacy_news/2018/04/legacy-101-source-citations.html
  17. Customizing Legacy - http://news.legacyfamilytree.com/legacy_news/2018/04/legacy-101-customizing-legacy.html
  18. Potential Problems - http://news.legacyfamilytree.com/legacy_news/2018/04/legacy-101-potential-problems.html
  19. Help with your research: Hints, Research Guidance, Internet Searches - http://news.legacyfamilytree.com/legacy_news/2018/04/legacy-101-help-with-your-research-hints-research-guidance-internet-searches.html
  20. Entering Events - http://news.legacyfamilytree.com/legacy_news/2018/05/legacy-101-entering-events.html

 


Legacy 101 - Help with your research: Hints, Research Guidance, Internet Searches

Legacy has several built in features to help you with your research. The first is Hints. Legacy directly interfaces with some of the most popular websites and will generate research hints for you based on the information you have already entered. On the main toolbar go to Options > Customize > View > Option 8.13 to turn the Hints on.

Turning Hints on
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If you are going to use the Hints I suggest that you go ahead and check the box to display the icons. You can use the Search feature in Legacy to find create a list of hints but this will make them more visible to you. Now click the "Select Background Hints" button. I can't get everything in one screenshot so there are two.

MyHeritage and FamilySearch hints
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FindMyPast and GenealogyBank hints
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To view the hints from MyHeritage, FindMyPast and GenealogyBank you must have subscriptions with them. Without a subscription you will be able to see the hints but you won't be able to access them. If you don't want to see these, turn off hinting for any service that you don't have a subscription for. You can leave them on if you are curious to see what sorts of resources those services have that might be of interest to you. The FamilySearch hints are free but you must have a FamilySearch login. Also, you will only see FamilySearch hints for those people in your file that have FamilySearch IDs (FSID). To learn more, consult Legacy 101 - FamilySearch. 

You notice that I have "Find matches for living people" selected. If you decide to check this box please read the following two articles:

MyHeritage Records Matches (Living People)

MyHeritage Smart Matches (Living People)

When you see a Hints icon on one of the screens, hover your mouse over it and you will get a quick synopsis of what hints are there.

Quick look popup
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If you right mouse click the icon you will get the Hints window (If you left mouse click you will be taken to the Options menu).

Hints window
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If you double mouse click the hint it will open the website in a browser window so that you can check the matches. This is only a quick overview of Hints so please check the Help file for more information. You will see a Help button on all of the Legacy screens.

The second research help is the Research Guidance module. You can access it from the main Toolbar or from the Research Guidance icon.

Accessing the Research Guidance
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When you access the Research Guidance module you will see four tabs. The first tab is Review Timeline. Legacy evaluates your person of interest's timeline and then suggests resources for you to check. You can remove things from the person's timeline if you need to. For example, if your person lived in Mississippi his entire life and you entered a week-long trip to Florida as an event you might want to take that off of the timeline.

Review Timeline tab
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 The next tab is the Preliminary Survey. This tab includes all of the things you should be checking on every person. These suggestions are more generic. You will see tabs for Lineage-Linked databases, Surname Message Boards and Mailing Lists, Locality Message Boards and Mailing Lists, Genealogies and Local Histories (Local Histories is one of my favorite things!). Notice that you can mark things as done and the date you last searched will be displayed.

Preliminary Survey tab
(click image to enlarge)

The Suggested Sources tab is the meat and potatoes of the Research Guidance module. You have six tabs based on your goal. There are icons to tell you which sources are online, which are online but are subscription based, which are online but you have to order the actual record, and those that aren't online. If the source is online there is a direct link to access it. If the source is not online you will be provided with complete contact information. You can mark sources as ignore (just this once or always), you can place the source on your To-Do List, and you can mark things as done. You will also see tips for each source over on the the right. If a source can be found at multiple repositories you will see a full list at the bottom. Sources are ranked so that you can look at the most promising sources first. In the screenshot things are a bit squished but you will have more room on your screen.

Suggestion Sources tab
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The last tab is the To-Do List (no screenshot). If you have added things from the Research Guidance to the To-Do List you will see them here along with any other To-Do tasks you have added on this person. For more information about the To-Do List please consult the Help file and the Legacy User's Manual.

The third research help are the built in Internet Searches. On the main toolbar go to Search > Search Internet. You will find 32 of the most popular genealogy websites in a drop down list. Notice that Legacy auto populates the fields for the search. The fields that the particular website uses in its search will be editable to you, if you want to tweak the parameters. The greyed out fields are not used by that website. When you click Search a browser window will open to that website and the search will be conducted. You can also add additional websites to the drop down list. You will find the instructions in the Help file (click Customize Searches and then click the Help button on that screen).

Search the Internet dialog box
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There are special search routines for Find a Grave and for FamilySearch. You will see these on the main Search toolbar. Please see Legacy 101 - FamilySearch for more information.

FamilySearch and Find a Grave
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If you click the little down arrow thingie next to the Find a Grave icon you will see a specialized menu just for this website.

Find a Grave menu
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FamilySearch and Find a Grave have enhanced searching because there are fields just for these numbers. Bonus tip: On the Individual's Information screen you will see that the field names are underlined which means they are hot links. You can mouse click these as a short cut for a search.

FSID and FaG fields
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Legacy's goal is to not only give you research help but to also allow you to access as many of those suggested sources from within Legacy itself which will save you time.

 

View a compilation of all Legacy 101 articles

 

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 - Changing Languages (Intermediate)

Changing Languages

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

Changing Languages (Intermediate)

Legacy is available is 18 languages. There are several more in development. To see them go to Options > Select  Language:

Options > Select Language
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Switching languages here will switch the entire interface. It will NOT translate any data that you have inputted. 

WARNING! WARNING! WARNING! If you switch languages will lose any custom Event Definition Sentences that you have added. You will get a warning message about this when you switch. If you need to switch but don't wan't to lose your custom sentences, create a COPY of your file, switch using the copy and do what you need to do there.  

Warning Message
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I have switched Legacy to German. You will see that the Toolbar and all of the labels are now in German. 

Legacy in German
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If you are bilingual you can also add the additional help files you need.  HERE are the instructions.

The ability to switch the Legacy interface between languages is nice if you are bilingual but if you are only wanting to generate reports and charts in another language there is an easier way.  All of the Legacy Chart Reports, the Questionnaire Report, and Legacy Charting can be switched from language to language. You might want to do this if you are corresponding with someone in another country and you want to send them a report in their own language. You can also generate blank reports and questionnaires for their input. 

Chart Reports
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Interview Report
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Legacy Charting
(click image to enlarge)

 

For the other available reports you will need to switch the interface. Again, if you have custom Event Definition Sentences, create a COPY of your file, use the copy to switch to the language you need, and then create your reports.

 

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 - Potential Problems

One of the most powerful tools in Legacy is the Potential Problems tool. It can be a little frustrating for new users so I am going to give you some hints to make the Potential Problems work for you instead of against you. If you have imported your data via gedcom from another program or from a "tree" website you will probably find quite a few warnings and problems because none of the other genealogy programs have the level of error checking that Legacy has. Many have no error checking at all.

The first thing you need to do it go to Tools > Potential Problems.

Potential Problems main screen
(click image to enlarge)

You will see four tabs at the top. For now we are going to skip the Records tab because you need to set your preferences before you run a report. The Next tab are the Warnings. You will see the Legacy defaults but you can tweak the parameters. If there is something you don't want Legacy to check you can uncheck that box.

Warnings tab
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The Problems tab has the more serious types of errors. I suggest you keep these checked. Some of these errors could be simple typos with dates but some could signal a problem with your research.

Problems tab
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In the field of genealogy there are certain data entry standards. The Standardization tab will help you adhere to these standards. It will also help you keep your data entry consistent. If you send your research to other genealogists, or you upload your file to the internet, others will take your research more seriously if the entries are consistent, meet basic standards, and is not fraught with typos.

Standardization tab
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The last tab is Gaps. These warnings will alert to you gaps in the family that are either too long or too short. If they are too short there might be a problem with one of your dates. If they are too long it might signal that there was a child in that space that died. The Gaps will generate quite a few warnings. I suggest that you turn the Gaps off until you have addressed all of the other errors/warnings in your file so that you don't get overwhelmed. When you turn them on you might want to tweak the numbers a bit. Different areas of the world and different time periods might have different "norms."

Gaps tab
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There are a few things you can do to decrease the number of Potential Problems that you have. If you use any events that normally occur AFTER someone has died (Cemetery and Obituary are two common ones) you will want to GLOBALLY exclude these from the Potential Problems. If you have any Alt. or Conflicting vital events (for example, Alt. Birth) you will want to exclude these too. Go to View > Master Lists > Event Definition, highlight the event, and then click Edit over on the right. At the top of this box you will see some check boxes. Make sure you check "Exclude from Potential Problems Report."

Excluding an event from PP checking
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Another thing that will cut down on Potential Problems is to globally sort your children's lists and then tell Legacy to sort the children as you enter new ones or do edits (you can also do this for marriages, events, and media but those two don't flag as errors). To globally sort, go to Tools > Other Tools > Sort Children, Marriages, and Events. Check mark the ones you want to do and there you go.

Sorting Children
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Now we need to set it in the Options menu. Go to Options > Customize > Data Entry. Look at Option 2.2 "When Adding New Spouses, Children, and Events (gbl)." Set your check marks here and now you are finished.

Option to sort children
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Now that we have all of our preferences set it is now time to actually address the problems. You will want to see the Potential Problems icons on your screens. Go to Options > Customize > View > Option 8.11 and check the box.

Turning the Potential Problems on
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You can also have them show on the Name/Search Lists. Go to View > Name List. At the bottom click Options and you will see the option to turn the Potential Problems on.

Name/Search List
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If you hover over a Potential Problem icon (it is a red circle with an exclamation point) you will get a popup that explains the error along with some instructions.

Potential Problem popup
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The instructions on the popup box gives you different options but there is a little shortcut. If you left mouse click on the icon you will not only get more information, you will also be able to tell Legacy to ignore this error for this person from now on right from this screen. Legacy is telling me that Katharina was born more than 20 years after her parents' marriage. I know that her birth date is correct. She was born 2 years after the last sibling and I have Katharina's birth certificate naming her parents. I am going to mark this as "Not a Problem."

Not a problem
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You don't want the Potential Problems to get too far ahead of you. If something is not a problem then mark it as such.

I've shown you how to address warnings and errors on the fly but you can also run a comprehensive report that will show you all of the warnings and errors at one time. We will go back to Tools > Potential Problems but this time we are going to select the Reports tab.

Reports tab
(click image to enlarge)

You have several options on this page to restrict the record searches. These are pretty self-explanatory but there is one thing I need to point out. You will see Create Problems List and Preview (and Print) over on the right. These are two different functions. The Create Problems List will present you with a dialog box will all of the problems. It looks identical to the dialog box that you got when you left mouse clicked one of the Potential Problems icons. From this dialog box you can mark things as Not a Problem and you can also edit people, marriages, and children right from here which allows you to take a closer look at the problem and hopefully easily fix it.

Create Problems List
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The Preview/Print buttons are for when you want to actually print a paper report or export the report as a text or PDF file. The options for setting up this report are over on the right (Change Fonts, Page Setup, and Summary Style report).

Potential Problems Report
(click image to enlarge)

The Potential Problems tool will help you find errors in your research and it will also help you to be consistent with your data entry. When I switched to Legacy in 2005 from another software program I was AMAZED with how many problems Legacy found that my previous software didn't.

 

View a compilation of all Legacy 101 articles

 

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 - Hashtagging a Group of People (Intermediate)

Hashtagging a Group of People

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

Hashtagging a Group of People (Intermediate)

Legacy user J'Anette asked a great question in the Legacy User Facebook Group

How do I add the same hashtag to a line of descendants? at the same time?

In the Family View, navigate to the person you want to use as the anchor and then go to Tools > Advanced Tagging. Since this person was already highlighted, his/her name is already in the box. You can still change it from this screen if you like. By the way, if you look at my Tag labels can you guess what I have been working on?

Advanced Tagging
(click image to enlarge)

 

I am going to tag all of James's descendants on Tag 9. For additional information on how to do this please see A Tagging Tip.

James's descendants on Tag 9
(click image to enlarge)

 

Close out the Advanced Tagging screen and go to Search > Find > Detailed Search. Here is the criteria you will use:

Search > Find
(click image to enlarge)

 

And here is my Search List:

Search List
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Now click Options > Add Hashtag to Everyone in List

Add Hashtag to Everyone in List
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That will bring up the Select Hashtags dialog box and you can add a new one. 

Add a Hashtag dialog box
(click image to enlarge)

 

Once you have added it, it will show up on your list of Hashtags and it will be highlighted. Now click the Assign button.

Assign Hashtags
(click image to enlarge)

 

Now go to View > Master Lists > Hashtags and you will see that everyone on the Search List has been hashtagged.

Master Hashtag List
(click image to enlarge)

 

You can do this for ANY Search List for unlimited possibilities!

 

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 - Customizing Legacy

One of the fun things to do is customizing Legacy to make it look and function just like you want. If you go to Options > Customize you will see 12 tabs of customization options. 

Customize Legacy screen
(click image to enlarge)

I am going to do something a little bit backwards. I am going to show you how to save all of your settings right up front. Many users don't realize that once you have your settings just the way you want them you can save them. Why is this important? Sometimes when there is an update certain settings get put back to the defaults. This can't be helped when there are some changes in the programming code. You can get your settings back with a simple mouse click. Also, you might want to try out some new settings. If you don't like them you can click right back to your original settings. If you click the "Options for Default Settings" at the bottom of the screen you will see this.

Options for default settings
(click image to enlarge)

You can see that you can save your settings, reset to your settings, and you can reset to the Legacy defaults. I need to explain one thing. Notice that you have a choice between saving ALL of your settings (my choice), GLOBAL settings, or Family File Settings. When you are looking at the individual options you will see that they will be followed by either (gbl) or by (ff). The (gbl) means it is a global setting and it will affect all of your family files, if you have more than one. The (ff) means it is family file specific and you will have to set it for each one of your family files. That is why there are three different options for saving. I personally save everything because I like to keep things simple.

I am not going to go through every tab on this screen. Most of the options are self-explanatory. If you aren't sure, you can click the Help button at the bottom and every option is fully explained. There is one thing I want to point out on the Other Settings tab that people seem to miss. Go to Other Settings and then scroll all the way down to 12.5 Message Boxes. Click the "Turn on or off Optional Reminder Messages" button. You will see 4 tabs of settings for a total of 42 options. Make sure you read through these. You can see that on the first tab I don't have many things checked because I have been using Legacy for a very long time and I need less reminders. The two things that you do see checked I highly recommend that you also check. If you are new I would check backup option when doing certain tasks in Legacy.

Optional Reminder Messages
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I am going to show you all of the other places that also have options that you can set. On the main toolbar go to Options. Some of these are shortcuts to things that are found in the main Customize menu but a couple are only found on this toolbar, Set Alarm, Edit Compiler (though you can access this one via the Report Options menu), QuickDup Options and Select Language. Each of these has instructions and a Help button.

Options toolbar
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On the Legacy Home tab, over on the right you will see an Options button. Click that and then click Options again. There are two tabs of options and you will want to look at both.

Internet options
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Reminder options
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Here are the options for the Family View. If you mouse click the labels, you can change what is displayed. You will click Customize (the other entries you see are my saved options. We will get to that in a sec).

Family View labels menu
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You can have up to five labels. You can always go back to the defaults by clicking the Defaults button over on the right. You can save up to 10 different configurations by clicking the Save button and then you can change to one of your other configurations by clicking the Load button.

Labels customize screen
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When you click the above button you will see that you have 98 different things you can choose from!

List of options
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If you right mouse click in the white space next to the word Children, or if you right click on any child in the Children's List and then select View , you will see another customization menu (depending on where you right click you will get a slightly different menu). You can see I have my Children's List set to three columns. I am not using the other options. Try them all out!

Children's List options
(click image to enlarge)

I will tell you that if you choose the Scrolling Grid you will be able to customize it further. If you mouse click in the header area you will get a menu where you can customize which columns will appear in your grid. You can have up to 15 columns.  This dialog box works exactly like the dialog box you got when you clicked on the Family View labels. As with the Family View Labels, you can Save and then Load different configurations.

Scrolling Grid options
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The Pedigree View can also be customized. Right click in the blank space in the upper left and that will bring up the menu. I have mine set for 4 generations and no child/spouse and Siblings Lists visible. In the second screenshot I have changed it to 5 generations and I have all lists showing. I have my screen at half size for the screenshots. Your screens will have more room.

Pedigree View options
(click image to enlarge)
Togged to show 5 generations and lists
(click image to enlarge)

To customize the Descendant View click the Options button over on the right. There are two screens of options, Customize Display and Customize Columns (the Zoom will change the Font size, I normally leave the Zoom on automatic so that Legacy will redraw the font size when I resize the screen).

Descendant tab options
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Customize Display is pretty self-explanatory but there is a Help button on this screen if you need it.

Customize Display options
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The Customize Columns works just like two of the screens you have already seen. You have 14 columns to work with. You can also save sets of custom columns that you can switch between by using the Save and Load buttons.

Descendant View customize columns
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The Chronology View has a lot of options. The first is whether you want to see it in Report Style or List Style. In the screenshot you will see Report Style. List Style is in a grid which looks similar to a spreadsheet.

Report Style
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To get to the remainder of the options, click the Options button in the bottom right and then click Display Options. You have six tabs of options. If you are not sure what something will do, click the Help button on these screens.

Display options
(click image to enlarge)

Ah but we aren't done yet. You can customize the My Toolbar tab on the main toolbar. Click the little down arrow thingie (technical term). This is where you can add, subtract and rearrange the icons that you want to see. You drag the ones you want from the bottom and then drop them on the toolbar. You drag the ones you don't want from the toolbar to the background white space to remove them. You can rearrange the icons on the toolbar by dragging and dropping.

Customizing the My Toolbar
(click image to enlarge)

You do the exact same thing with the Husband and Wife toolbar. This time look for the word Design in the upper right corner. To the right of that is another down arrow thingie. Click that and then select Toolbars > Husb/Wife Toolbars.

Customize Husb/Wife Toolbars
(click image to enlarge)

When you click the down arrow thingie next to the word Design, you will also see more options that govern the overall look of the Main Toolbar. You will see Styles, Fonts and Animation. Also, if you click the Toolbars entry again, besides the Husb/Wife Toolbar you will see the My Toolbar (which you already know how to customize) and the Quick Access Toolbar. The Quick Access Toolbar are the little shortcut icons above (or below) the main toolbar. Customizing the Quick Access Toolbar works identical to the My Toolbar and the Husb/Wife Toolbar (drag and drop). 

Quick Access Toolbar
(click image to enlarge)

Reports and Charts have their own options and you will find that information in separate Legacy 101 articles. There are some advanced options that we won't be discussing in this series but you now know how to coustomize plenty of options to get Legacy looking just like you want.

 

View a compilation of all Legacy 101 articles

 

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 - Sharing Your Data (Intermediate)

Sharing You Data

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

Sharing Your Data (Intermediate)

By now you already know how to share your data with your family and other researchers using Legacy reports and charts. Legacy's reports have more custom settings than any other program I have seen and with Legacy Charting  you can produce eye catching charts in many styles. 

However, there are other ways you can share your data that are a little more advanced.

GEDCOMs
If your family member or relative is a family historian but doesn't use Legacy you can export your Legacy File as a gedcom which any program can open. Go to File > Export > Gedcom File and make sure you click the Help button on this screen because there are many options when exporting your data.

Exporting a Legacy File
If the person you are working with does use Legacy all you need to do is send them a backup of your file OR if you want to limit your file using Tagging or Focus Group, and/or you want to exclude some things (privacy), you can go to File > Export > Legacy Family File

Uploading a GEDCOM to a "tree" site
You can upload your gedcom to a website such as MyHeritage. Again, don't forget to look at all of the export options. The Legacy and MyHeritage programmers are working on a direct sync which will make this process much simpler.

Collaborative trees
Geni and FamilySearch's Family Tree are two examples of collaborate trees. You can't upload gedcom's here* but you will only need to hand enter a few people and then you will be able to link your line into the tree. Legacy has a direct sync to FamilySearch's Family Tree which makes this process much easier. Read more information about it. 

Your own web site
If you have web space on a hosting site you can create web pages in Legacy and then upload them using one of the free FTP clients. We use and recommend FileZilla. Working with web pages in Legacy is very much like working with reports. On the main toolbar/ribbon click Internet and you will see the five styles of web pages you can choose from. Make sure you click the Help button on these screens so that you will understand all of the options.

The Next Generation of Genealogy Sitebuilding (TNG)
The Next Generation
is a 3rd party program that will create dynamic web pages from your gedcom. There are a lot of One-Name Study researchers that use Legacy and the Guild of One-Name Studies uses TNG for all of their member web pages. For more information about One-Name Studies you can watch Kirsty Gray's webinar, Are You a GOON? What is a One-Name Study and Why Do One?

Create dynamic offline web pages
This is one of the more fun ways. You can create web pages in Legacy and then email the web pages folder to another researcher or family member and they can browse through your "web page" without ever accessing the internet. When you create web pages, you will see a folder in this file path, \Documents\Legacy Family Tree\web\NAME OF YOUR WEBPAGES. For example, \Documents\Legacy Family Tree\web\Michele.  All I have to do is send the Michele folder to the person (email, via cloud storage, CD, whatever you want to do). That person need only open the folder and double click on the Index.htm file. This will open in a web browser (you do not have to connected to the internet) and they will be able to navigate it just like if it was a web page. If the folder is large, you can send it to them as a zip file. Right click the folder and select Send to > Compressed (Zipped) Folder. They will need to unzip on their end.

 * You actually can upload a gedcom to the FamilyTree but I don't recommend it. FamilySearch will make you address all of the possible duplicates on every person you upload. There is another area on FamilySearch that is not part of the collaborative tree called the Pedigree Resource File where you can upload gedcoms.

I have to mention privacy. Whenever you share your data with anyone, in any fashion, you must be mindful of the sensitive data in your file. You should never share data about living people without their express permission. There may also be other private information in your file that is better not distributed. All of our reports, charts, gedcoms, export Legacy files, and web pages have Privacy Options. For more information read Legacy 101 - Privacy.

After you have done all of this hard work on your family you will want to get it out in the public for others to enjoy. Legacy gives you several options to be able to do this.

 

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

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

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


Legacy 101 - Source Citations

We probably get more emails about source citations than any other topic. At first it might seem daunting to record your sources but Legacy makes it easy to craft good citations that adhere to the accepted genealogy standards. The standard we use is Elizabeth Shown Mill's book, Evidence Explained. Legacy has built in, fill-in-the-blank templates based on this book. 

You should be documenting a source for every piece of information you enter into Legacy. If you do this, other genealogists will take your research more seriously. If you spend any time on Facebook you will see posts from genealogists all the time lamenting about online trees that have no source citations. Recording your sources will also help YOU. You will learn how to evaluate/analyze your sources and then weigh them against each other. Legacy has some built in tools to help you do that. 

I highly recommend the book Evidence Explained. You will find thousands of examples of citations but more importantly the first two chapters guide you through the HOW and WHY of citing your sources as well as evidence analysis. If you read those two chapters everything will make much more sense to you. If you visit the Evidence Explained website you also will find a wealth of free resources.

Geoff Rasmussen did an excellent webinar that will walk you through the citation process in Legacy. "Sources and Citations Made Simple, Standard, and Powerful" is one of our most popular webinars and it is free for everyone. I recommend you watch this video before you get started.

There is one thing that I do want to mention. Legacy actually has two styles of source citations. The SourceWriter System (the templates based on Evidence Explained) and the Basic Source System. You can think of the Basic Source System as free form. Some people prefer to craft their citations from scratch. There are  also other countries that use different standards than what is used in the United States. The Basic Source System allows you complete flexibility.  If you go to Options > Customize > Sources > Option 7.1 Source Entry System, you can tell Legacy which style you like. You can also tell Legacy to let you chose each time you enter a source (to make that choice active, select Basic Source System). You will also see other options pertaining to sources here.

Option screen for sources
(click image to enlarge)

There is also something that you need to be aware of. If you export your file as a gedcom, your SourceWriter sources will be converted to the Basic Style. Why? The gedcom protocol is very old. It has not been updated since 1996. The gedcom protocol can't "see" template driven sources. This isn't specific to Legacy. This affects any program that uses source templates. This isn't normally a problem. Just remember that if you are sending your file to another Legacy user, send him a backup of your file and not a gedcom so that he will be able to see the SourceWriter sources as you entered them.

 

View a Compilation of all Legacy 101 articles

 

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)

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)

I love color and I try to use it to my advantage whenever I can. One of the things I have done in my Legacy file is I have added colors to the three genders. Males are blue, females are pink, and those persons with an unknown gender are green. You can change these to whatever colors you like and here's how.

Select the Options tab on the main ribbon/toolbar and then select Change Colors.

Options > Change Colors
(click image to enlarge)

 

Set Color Scheme box will pop up but for this task you don’t need it. All you need to do is mouse click anywhere in the children’s list and the Set Child Colors box will appear.  This is the box where you can change the gender colors and you can see how I have mine set in the screenshot. Just click the Set Text Color for each gender. If you want to get fancy, you can also change the background colors and make them gradient. When you are done click Save and then Close.

Set Child Colors
(click image to enlarge)

 

You will be able to see these colors in the Children's List

Children's List
(click image to enlarge)

 

On the Pedigree View

Pedigree View
(click image to enlarge)

 

On the Descendant View

Descendant View
(click image to enlarge)

 

On the Name List

Name List
(click image to enlarge)

 

And on Search Lists.

Search List
(click image to enlarge)

 

Every so often I will change up my entire Legacy color scheme just for fun. I change my gender colors to better match the overall theme so you might see something completely different the next time I do screenshots.

 

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.