Legacy 101 - Master Lists

Legacy has "Master Lists" where you can make global changes to your file which will save you a lot of time. WARNING! WARNING! WARNING! Before you start working with a Master List please BACK UP YOUR FILE. When you make a change here there is no going back. If you make a mistake you will need to restore your most recent backup file to undo it. Now that we have that out of the way...

You can see the various Master Lists by going to View > Master Lists. Almost all of them work in the very same way so we will just use the Master Event Definition List as an example. 

Master Event Definition List
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I imported a small file into my main file and it has cause some duplicates in my Master Event Definition List that I need to clean up. Near the top you will see two similar entries:

1870 United States Federal Census
1870 US Federal Census

The second entry is how I used to enter census events. The top entry is how I do it now so I need to combine these two events.

Step 1 - Highlight the wrong event and then click the button at the bottom that says, "Combine the highlighted event definition with another one in the list..."

Highlight the first event
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Step 2 - Highlight the Event that you want to keep and then click the button at the bottom which now says, "Highlight the Destination, then Click this Button"

Choose the destination event
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Now you will only see one entry.

The two have been combined
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I want to show you one more thing that you can do here. I have highlighted my "Obituary" event and then I clicked Edit over on the right. I only want you to look at the options at the top. The Event Sentences themselves (at the bottom) are an advanced skill. I will tell you that you can customize your sentences so that they will read out exactly like you want them to in reports. These sentences can get very complex to include conditional sentences (if > then). I wouldn't tackle this until you are very comfortable with Legacy and then you can read all about it in the Help File.

Editing an Obituary event
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An obituary is published after a person dies. Since I will be entering an event that is after death Legacy is going to flag it as a Potential Problem. I can tell Legacy to ignore this specific event when it is checking my file for problems. 

Excluding from the Potential Problems Report
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Can you imagine if you had 600 obituary events and had to go through one at a time to make them exempt from Potential Problems checking? Ouch! You can make all them exempt with a single mouse click. You can see that you have other options such as removing unneeded fields and marking an event as Private globally.

Again, please remember to BACK UP YOUR FILE before you work with these lists.

 

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 - Finding and Fixing Broken Media Links (Intermediate)

Finding and Fixing Broken Media Links

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

Finding and Fixing Broken Media Links (Intermediate)

Being able to link to media from within Legacy is a great way to bring life to your family file. Sometimes, however, one or more of the links to the media files gets broken. Legacy has a way for you to find these broken links and fix them.

Tools > Media Relinker is available in both the free Standard version of Legacy and Legacy Deluxe, Version 8 and later.

Tools > Media Relinker
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Here is what you want to see: 

No broken links
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If you have broken links, this is what you will see instead:

View log file
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You will want to say Yes here so that you can see the names of the files and where they are supposed to be attached in case Legacy can't automatically relink your media. The log file has the information you need to relink manually. This screenshot comes from Cathy Pinner, one of our lead beta testers. She posted this on our Legacy User Group Facebook Page in response to several questions about the Media Relinker.  

Example log file
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Legacy's Media Relinker will try to relink the media automatically. Select Relink My Media

Relink My Media button
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Before you get started, you can click the Drives to Search button if you have a partitioned drive or are using an external hard drive. You can select more than one drive. The default is set to the C: drive.

Drives to Search button
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Legacy will look for the file names. It will have no problem finding the files if they have only been moved. However, if you have RENAMED the files Legacy will not be able to find them. If you ever need to rename an image file please use Tools > Picture Center so that your links do not break. This method only works with image files. If you need to rename a PDF or other non image file, you will need to manually relink it. If you are using Windows 10 and the Media Relinker hangs, please see THIS ARTICLE for the fix. 

If it finds more than one file with the exact same name it will ask you which one is correct. Notice that I have 36 files on my computer with the very same name so Legacy wants me to choose which one I want to relink to. I also have the option of telling Legacy that all of the unlinked files are in the same file hierarchy. If this is the case, this will save you a ton of time. It is always a good idea to give each of your media files a unique file name so that you don't have to deal with this problem.

Multiple files found
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If you have to manually relink a file because Legacy can't find it, use the log file that was generated. Go to each Media Gallery that has a broken link one at a time. This is what you will see:

Manually relink file
(click image to enlarge)

 

You will want to select Browse for the File Yourself and then use the Windows dialog box to find the correct one. When you have selected the correct file, Legacy will ask you to confirm.

This is one of those things that you will want to stay on top of. I always check for broken links before I backup my file and I backup my file every day that I am doing research. 

 

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

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

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


Legacy 101 - FamilySearch

You can directly interface and sync to FamilySearch's Family Tree from within Legacy by going to Search > FamilySearch or My Toolbar > FamilySearch.

FamilySearch interface
(click image to enlarge)

This is actually a more advanced topic but I am mentioning it now because this interface is a high priority for members of The Church of Jesus Christ of Latter-day Saints and they want to know how to use this feature rather quickly. Before you can use the interface there are some very important things you need to know and I have put together some step by step training materials.

FamilySearch Training

This is a wonderful feature but make sure you take the time to learn what you need to know first before using it. If you go in willy nilly you can end up making changes that can be devastating to other researchers.

 

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 - 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
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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.

 

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

List of usable files
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.

 

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

Chart Reports
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And here are the "Other" reports.

Other Reports
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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
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When you first open this report you will see this.

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

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

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

 

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 - 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.