Legacy 101 - File Maintenance

Legacy 101 - File Maintenance

Legacy is a true database program and as such it needs some routine maintenance. Unfortunately, there are some people that neglect this step so tech support gets emails from users when they encounter problems in their files. How often should you do file maintenance? The more you work in in your file (adding and deleting information), and the larger your file is, the more often you need to do this. Since you should be backing up your file routinely my suggestion is to do the file maintenance right before you back up. 

There are four things listed as File Maintenance routines. We are going to discuss each one.

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The first option is the Check/Repair. This is the one you should do before you backup your file. 

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When individuals are deleted from the Family File, all references to them are removed but the individual's information still exists in the file. The Check/Repair removes this information, making the room available for other additions. Legacy will go through the file and compress out all records that are not referenced. Legacy also runs through your family file and checks the integrity of all the links to ensure that there are no pointers to deleted records. All actions taken during the verifying process are recorded in a text file named ERROR.LOG in the [My Documents]\Legacy Family Tree\_AppData\Log folder. This file can be viewed with any text editor or word processor. If there are errors in your file, you will be asked if you want to view the error log when the check/repair completes. If you do have errors, run the check/repair again. The next pass should come back clean since Legacy has fixed the listed errors. If you have errors after the second pass these are errors that you will need to fix manually. Legacy will give you the information you need to fix them. If you are not sure what to do send an email to support@legacyfamilytree.com and a tech will assist you.

The next option is the List Cleanup.

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Remove Abandoned Information
You can have unused entries removed from any or all of the master lists maintained by Legacy. For example, abandoned entries can happen in the Surname List if you were to delete all the people with a certain surname from the family file. That surname would still remain in the master list as an unreferenced name. You can have Legacy run through the Surname List to remove any names that are not being pointed to. This is most often the case if you entered a misspelled name and then later corrected it. "Smiht" could end up in the list, taking up room, and never be referenced.

Keep/Restore Original Values
Legacy starts with a few built-in lists. These include common Source Types, Event Definitions, Marriage Statuses, Child Statuses, To-Do Categories, and Temple Names. When purging unused items from master lists, you will probably want to keep the original default entries even though they have not been used yet. IMPORTANT! If you have created your own Event Definitions (custom sentences) DO NOT check the box next to the Event Definitions option. If you do, it will delete all of your custom event definitions. Legacy has a second warning screen to alert you to this. 

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Combining Duplicate Entries
Legacy will combine any duplicates on the Master Lists that you have accidentally entered.

The Next option is Compact Family File.

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When individuals are deleted from the family file, all references to them are removed but the individual's information still exists in the file. To remove the information, select this option. Legacy goes through the file and compresses out all records that are not referenced, making your family file smaller. This is done as part of the Check/Repair but you can also do it as a separate function.

The last option, Set Sorting Order, isn't a File Maintenance routine per se. What this does is set the order your names will appear based on the main language you are using. Different countries sort their names in different ways. This option will re-index your entire file so it is a good idea to back up your file before you select this option.

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The File Maintenance routines will help you keep your file in top running order.

 

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 - Privacy

Legacy 101 - Privacy

There are many ways to privatize things in Legacy. Privacy is a big issue so we are going to go over all the ways you can protect your information if you decide to share your information in a gedcom, a new Legacy file, webpages, reports and charts. We will start by learning all the ways you can privatize information in your file and then how you can privatize the different types of exports.

You can mark a person as private or as invisible. Please notice what the difference is between private and invisible as explained in the popup box.

Make a person private
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You can mark a marriage as private.

Private marriages
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You can mark the relationship to parents as private or invisible.

Private relationships
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You can make single events private.

Private single events
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You can make a particular event private globally (View > Master Lists > Event Definition.  Highlight the event you want to make private and then click Edit over on the right).

Private global events
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You can mark Stories as private.

Private stories
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Now a really nifty feature. You can use Privacy Brackets in any field. [[Everything insides these double square brackets is private]]. Most people use these for private notes but you can see here that I am use them in all kinds of places.

Privacy brackets in the suffix field
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Privacy brackets on repositories
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Whether you are exporting to a gedcom, exporting to a new Legacy file, creating webpages, or creating reports the "Privacy Options" dialog box looks exactly the same. We will look at the one you will see in reports as an example. Open any report, click Report Options, and then you will see the Privacy Options button over on the right.

Report Options
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There are two sections. The top section deals with living people and what you want done with them. The bottom section deals with all of the things you have marked private or invisible, or where you have used privacy brackets. The options are pretty self-explanatory but there is a Help button on this screen if you need more information.

Privacy Options
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In Legacy Charting it looks a little different.

Privacy options in Charting
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We need to talk a little bit about Living people. If you choose to suppress Living people you might get a few surprises. If you have people in your file that are marked as Living even though they are without question deceased they will not appear in your output. If you go to Options > Customize > Data Entry > Option 2.3 you will see where you can tell Legacy to automatically mark people as deceased when you enter them. You can adjust the numbers as needed.

Option 2.3
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It is important to notice what this actually does. As you enter a new person, if you enter a death or burial date, a cause of death, or a birth or baptism date that was more than 120 years ago, that person will automatically be marked as deceased. 

Criteria for marking someone as deceased
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But what about people that don't have this information entered? There is another option called Advanced Set Living. We affectionately call it "IntelliMurder."  This time Legacy is going to look at the surrounding people. For example, let's say you have John Doe in your file but you haven't entered birth or death information; however, he has a child that was born in 1776. IntelliMurder will kill John off for you.

IntelliMurder
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You need to run IntelliMurder periodically. I just ran it in my personal file and it killed off one person. After it runs you can tell Legacy you want to see who was killed off. In my case it was William Seaman who married in 1828.

Results from IntelliMurder
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Legacy gives you complete control over the things that you want to keep private in your file.

Other articles in the Legacy 101 series:

  1. Legacy 101 - How to Find Help
  2. Legacy 101 - The Different Views
  3. Legacy 101 - Entering Locations
  4. Legacy 101 - How to Enter a Person and His/Her Spouse
  5. Legacy 101 - How to Enter a Child and Parents
  6. Legacy 101 - Linking and Unlinking

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 - Linking and Unlinking

The best way to explain how linking and unlinking people in your file will save you a lot of time and aggravation is to give you a couple of scenarios. Let's say you find a marriage record for your ancestor John Doe. He married Jane White. It just so happens you know who Jane White is and you already have her in your file as the daughter of Jacob White and Margaret Smith. You don't want to enter Jane White again because that will create a duplicate. Instead you are going to link to the Jane White that you already have.

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The Name List will pop up and you will highlight Jane White and then click the Select button at the top.

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Depending on how you have your options set up you may or may not automatically get the Marriage screen where you can add their marriage details (Options > Customize > Data Entry > Option 2.1 > "Jump to marriage info when adding a spouse").  You will then see that Jane has been linked to her husband John.  Also notice that all of the people linked to Jane (her parents) remain linked in their proper places.

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This time let's go in reverse. Let's say you have John Doe married to Jane White but you discover this is an error. He wasn't married to Jane White but rather he was married to Jane Black. If Jane has no other connection to you you might just delete her but what if you think she might fit in your family in another way. You will want to unlink her so that she and the other people connected to her stay in your file. You are going to RIGHT click Jane and then you will see the menu you need.

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You will get a confirmation dialog box and then you will see Jane only linked to the other members of her family.

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You can also unlink people by using the EDIT tab on the Toolbar.

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And you can use keyboard shortcuts to link people. L+H = Link Husband, L+W = Link Wife, L+S = Link Son, and L+D = Link Daughter.


Here is another scenario. Let's say you run across someone in your research who you are pretty sure is related to your family but you just don't know how. You can add this person as an unlinked individual in your file. This is a great tool because you can work with this person just like anyone else. You can add known relationships, events, sources, etc. When you figure out how they fit in all you have to do is link them into the correct relationship and then all the information you entered on that person will be retained. To add an unlinked person you will use the Add tab on the main toolbar.

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And here is your new unlinked person ready to work with.

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Sometimes you will have unlinked people floating around in your file that you didn't know about. This can happen when you delete people because some of the people that were attached to that person could now be unlinked. You might also see this when you import a file from somewhere else. Legacy has a way to check for unlinked people and isolated trees that aren't attached to your main tree. An isolated tree is simply an unlinked person who has family linked to them. Go to VIEW > TREES.

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Make sure you click the REFRESH button over on the right so that Legacy will make a fresh scan of your file.

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You can see the main tree that has 163 people, one isolated tree that has 6 people, and 7 unlinked individuals. It is a good idea to look at this from time to time to keep up with what is going on in your file.

Other articles in the Legacy 101 series:

  1. Legacy 101 - How to Find Help
  2. Legacy 101 - The Different Views
  3. Legacy 101 - Entering Locations
  4. Legacy 101 - How to Enter a Person and His/Her Spouse
  5. Legacy 101 - How to Enter a Child and Parents
  6. Legacy 101 - Linking and Unlinking


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 - How to Enter a Child and Parents

Legacy 101 - How to Enter a Child and Parents

Now that you have entered your first person and their spouse, you can now enter their children and their parents.  You can add a child in three ways (click image below to enlarge).

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When you click one of these options you will be asked if you want to add a new person or do you want to link to an existing person. If the person is already in your file you will want to link to that person and not add them again. Since we are just starting our file we will be adding a new person. You will see the now familiar Individual's Information screen. Add the information you know.

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Click Save and you are back to where you started. 

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Now that you have added a husband, wife and one of their children, adding their parents will be a breeze. You can add a father and mother in four ways.

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There is one very important thing to watch out for when adding parents.  If both parents are already in your database as a linked couple, you will need to link to them together as a couple and not one at a time. If you need to link to a couple you have to do it a bit differently. You can RIGHT click in the "Click to Add Father/Mother" area or you can use the Parents' icon. If you try to link them one at a time you will end up with extra relationships. Legacy can't assume that when you link to a father that his known wife is the mother.

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Your first family now has a husband and wife, their children, and their parents. 

5f

You are well on your way to creating your family tree. To continue the process, navigate to the next person you want as your focus (for example, one of the children so that you can add their spouse and their children) and everyone will be connected.

Other articles in the Legacy 101 series:

  1. Legacy 101 - How to Find Help
  2. Legacy 101 - The Different Views
  3. Legacy 101 - Entering Locations
  4. Legacy 101 - How to Enter a Person and His/Her Spouse
  5. Legacy 101 - How to Enter a Child and Parents
  6. Legacy 101 - Linking and Unlinking


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 - PDF Trick (Intermediate)

PDF Trick

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

PDF Trick (Intermediate)

Most of Legacy's reports and charts can be exported as PDFs. Legacy uses an internal PDF creator that has some limitations when it comes to size. If you attempt to print a very large report or chart you might get an error message:

Error 9
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If you see this you will need to print to a virtual PDF print driver. You will select this driver from your list of printers. When you "Print" to this virtual PDF driver it will simply create your PDF file.

If you have Microsoft Office you already have a virtual PDF print driver.

MS Office PDF Virtual Print Driver
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If you need a virtual PDF print driver there are plenty of free ones you can download. Here are a few:

CutePDF

PDF995

doPDF

After you download and install it will appear on your list of printers. Select it and then "Print." A PDF will be created. This is a handy tool that you can use for other things too.

 

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 - How to Enter a Person and His/Her Spouse


Legacy 101 - How to Enter a Person and His/Her Spouse

If you are starting your family tree from scratch the empty screen can look a bit daunting. Your screen will look a little different than mine because I have customized the colors. (Legacy will default to the "Family" tab unless you change it in the Options menu).

4a


You have different ways to add a person into Legacy. The first way is to simply "Click to add a Person." 

4b


You can also use the "Add" Toolbar. If you are adding your first person you will add either a husband or a wife.  If you selected gender-neutral wording in the Options menu this will be Left Spouse and Right Spouse. 

4c


If you prefer using keyboard shortcuts, you can use A+H to add a husband and A+W to add a wife.

4d

 
Whichever method you chose, you will then see the Individual's Information screen. This is where you will do your data entry.

4e


Now you can start entering the information you know about the person.

4f


Click Save and now you are back where you started.

4g


Now you can add his wife in one of four ways. Why so many different ways? Different procedures appeal to different people. Most people find a certain way they like to do things and then they stick with that. When you click one of these options, you will be asked if you want to add a new person or do you want to link to an existing person. If the person is already in your file you will want to link to that person and not add them again. Since we are just starting our file we will be adding a new person. If you added the wife first you will be using the husband options to add her spouse.

4h


Add the Wife's details.

4i
                                                    (click image to enlarge)


Click Save and you are back to where you started again.

4j


Now we need to add their marriage information.  Double click in the Marriage Information field.

4k


Now you can add their marriage information. You also have the option on this screen to mark the couple as never having married or that they did not have children.

4l


Click Save and you are back where you started again. You can now see their marriage information on the Family View.

4m


Next time we will show you how to enter children to our couple as well as parents for our couple.

Other articles in the Legacy 101 series:

  1. Legacy 101 - How to Find Help
  2. Legacy 101 - The Different Views
  3. Legacy 101 - Entering Locations
  4. Legacy 101 - How to Enter a Person and His/Her Spouse
  5. Legacy 101 - How to Enter a Child and Parents
  6. Legacy 101 - Linking and Unlinking


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 - A Tagging Tip (Intermediate)

A Tagging Tip

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


A Tagging Tip (Intermediate)

When you select Tools > Advanced Tagging there are three options that I want to discuss because they can cause some confusion.

Advanced Tagging screen
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The first two, Ancestors and Descendants, both have two options and this is where the confusion can come in.

Ancestor Options

 

Descendant Options screen
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Most of the time you will be selecting the FIRST option on both of these screens. Here is the difference. The first option only captures the DIRECT Ancestors or Descendants of your anchor person (blood relationships). For the Direct Line Ancestors you can also include Other Spouses, Siblings, and Spouses of Siblings which will pick up a few non blood relations. The second option on these two screens will capture EVERYONE that is connected to the anchor person's Ancestors (or Descendants) in any way so you are going to be picking up all of the collateral lines and bunny trails you have entered. Many people select the second option thinking it will be more complete (and it is) but they don't realize it will capture everyone which might not be what they actually wanted.

The third option on the Advanced Tagging screen is Entire Family Line. This will capture everyone in the anchor person's tree. You can have multiple trees in a single file. If you add an unlinked person and then build a tree around them this will be a new tree. You can read, "Why Add an Unlinked Individual?" for more information about this.

So how many trees do you have in your file? Many people have multiple trees and don't know it. To see how many individual trees you have in your file you can read, "Using Trees" for detailed instructions.

If you choose Entire Family Line you will get the entire tree that your anchor person is in, but not the people that are in other trees.

 

Some people like to use Focus Groups and you will see the exact same thing here (View > Focus Groups)

Focus Group screen
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 Understanding what an option actually does will help you get the results you are looking for.

 

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 - Entering Locations

Legacy 101 - Entering Locations

When you begin entering data you need to make some decisions. All of these decisions have to do with standardization and consistency. In genealogy there are some recognized standards and Legacy helps you maintain these standards through the Potential Problems Report. We will be discussing the Potential Problems Report in depth in a future article. Today we are going to talk specifically about locations because that seems to be what gives Legacy users the most trouble.

The standard for the United States is four places with a comma between each part.

Town, County, State, Country

3a


Though it is non standard, you might prefer to add the word "County" to the county part of the location to make it more clear and Legacy has no problem with you doing that. You might even want to leave off the country if all of your locations are within the same country. Legacy has a handy option to add or subtract USA or United States globally to your locations via the Options menu on the Master Location List (View > Master Lists > Locations > Options > Expand/Contract Location Parts). You can switch back and forth depending on what you are needing at the time.  This is an Intermediate skill so I wouldn't worry about this feature just yet. 

3b


If you do use the word "County" you want to make sure that you are consistent. You don't want half of your locations to have the word county and half that don't. You also don't want half of your locations to have the country name and half that don't. The more consistently you enter your data the less chance you will make an error or create duplicates. Also, if you ever send your data to another researcher or upload your data to one of the "tree" sites other researchers will judge your work by how carefully you have entered your data. I personally prefer to keep my locations 100% standard so that I don't have any issues.

If you are missing one or more parts of a location you use commas as place holders so that you still have four parts and each part that you do have is still in the correct field.  This will be important when you are sorting your locations on the Master Location List.

 Commas as place holders

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Here are some things to consider. 

  • You always want to enter the location as it was at the time of the event. If the current location is different you can record that in the Location Notes (you will see this on the Master Location List) or you can use THIS METHOD
  • In addition to Notes you can also add Media to locations
  • If you are interfacing with FamilySearch you need to be aware that they have a standard way of entering locations
  • For each location you enter you can enter a "short location" so that you can keep your locations standard but have a shortened location that you can use in reports (You will see this field when you are on the Master Location List).  This is VERY handy!
  • You need to come up with a consistent way to enter the odd ball locations such as independent cities that don't have a county and pre 1776 locations
  • If you have other countries in your file you need to decide how many places each of those countries needs.  For example, I have a lot of German locations and all of them have three places; town, state, county. I use six places for locations in France. As long as you are consistent from country to country your Master Location List will sort correctly

 I need to mention addresses. Addresses and locations are two different things. Addresses are entered in the Address field (house icon).

3d



3e


Here is another example.

 

3f



Notice that you can add media and notes to an address just like you can to a location. If you want to add an address to a vital event (birth, baptism, death, burial) click the plus + sign to the right of the location. 

 

3g


I will tell you that there are some Legacy users that prefer to put both the address and location in the location field.  This isn't the standard but you can of course do what works best for you. The only thing I will say is BE CONSISTENT no matter how you decide to do your locations. If you choose to put the address and the location in the same field I suggestion that when you are on the Master Location List that you sort from right to left instead of left to right.  This will help your list sort properly.

The below listed resources are excellent. Even though they are both based on previous versions of Legacy the principles hold true.


Resources: 

Rasmussen, Geoff. "Improving Your Use of New FamilySearch: Data Cleanup Strategies." Legacy Family Tree Webinars. Surprise, Ariz.: Millennia, 2011.

Slawson, Mary H. Getting It Right, The Definitive Guide to Recording Family History Accurately. Ann Arbor, Mich.: Malloy Lithographing Incorporated, 2002.

Other articles in the Legacy 101 series:

  1. Legacy 101 - How to Find Help
  2. Legacy 101 - The Different Views
  3. Legacy 101 - Entering Locations
  4. Legacy 101 - How to Enter a Person and His/Her Spouse
  5. Legacy 101 - How to Enter a Child and Parents
  6. Legacy 101 - Linking and Unlinking


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 - FamilySearch Source Citations (Intermediate)

FamilySearch Source Citations

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

FamilySearch Source Citations (Intermediate)

In "The Abstract Trap" I explained a source citation principle that is very important to understand. I want to expand on that principle using an example from Legacy and FamilySearch because we get a lot of questions about this. If you are not familiar with how to use the FamilySearch interface from within Legacy, HERE are some instructions.

When you use the Import Tree feature you will see that there is an option to add source citations to the imported data.

Add source citations
(click image to enlarge)

 

Some of our users mistakenly think that all of the source citations attached on FamilySearch will be downloaded to Legacy and this is not the case.  Here is an example of what you will see as a source:

The Church of Jesus Christ of Latter-day Saints, "FamilySearch Family Tree," database, FamilySearch (http://www.familysearch.org : accessed 8 Dec 2017), entry for Archibald Patrick Graham, person ID KCLX-ZJD.

 This citation is correct because your source is the FamilySearch Family Tree, not the sources that have been attached to this person on FamilySearch. You can't cite those specific sources unless you viewed and analyzed them yourself.

If you are working on the Legacy FamilySearch interface screen you will see that there is a Sources tab. Here you can see specific sources attached to that person and you can transfer those sources.

Transferring sources
(click image to enlarge)

If you move a source from right to left you will be asked which fields you want to assign that source to. Your source citation will look like this:

The Church of Jesus Christ of Latter-day Saints, "FamilySearch Family Tree," database, FamilySearch (http://www.familysearch.org : accessed 8 Dec 2017), entry for Archibald Patrick Graham, person ID KCLX-ZJD; citing Cemetery - MS - Lamar - Grantham Family Cemetery. 

Again, you are citing FamilySearch's Family Tree. However, this time the citation is appended with the information you need to be able to track down the source yourself. Once you do you can then craft a citation that reflects that original source. This is the same technique I used in "The Abstract Trap."

A little side note—FamilySearch will only allow you to "tag" a source to the Name, Gender, Birth, Christening, Death, and/or Burial fields. This is a FamilySearch rule and not a Legacy rule. Also, FamilySearch does not allow sources to be tagged/attached to custom events; however, there is a way you can add a source to the custom events that you move from Legacy to FamilySearch (you can also do this on the FamilySearch website directly). You simply copy and paste the source into the "Reason this information is correct" box. This will not only show other researchers on FamilySearch what your source is for that specific event but it will also display in the event box itself instead of at the bottom with the list of tagged sources. The developers have added a new feature so that you can see the "Reason this information is correct" box on the FamilySearch side when you move a source from right to left AND your source will be appended with this information as well as the contributor information. We still need put this new feature through beta testing but you should see it in the next update to Legacy.

You never want to cite something that you didn't personally view and analyze. Legacy and FamilySearch have a built in algorithm to help you cite your sources properly.

 

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 - The Different Views

Legacy 101 - The Different Views

Legacy has many different views that you can work off of and which one you choose is personal preference. Each view is customizable so that you can tweak it to your liking. How to customize the different views will be covered at a later time.

The Family View - To me the Family View feels like a Family Group Sheet.  You can see the husband and wife along with their parents and their children. You can navigate through the generations by clicking a name that you want to put into the main view. To edit someone, double click their name.

2a(click image to enlarge)


The Pedigree View - Some people prefer to work off of a view that looks like a Pedigree Chart. To put someone into the anchor position, double click their name. To edit someone, right click on the person and select Edit.

2b(click image to enlarge)


The Descendant View - This view is set up like a Descendant Chart with generation numbers (based on the anchor person) to the left. You can customize the columns to show the information you want to see on each person.

2c(click image to enlarge)


The Chronology View - This is a comprehensive timeline of your ancestor of interest. You can add in historical timelines so that you know what events were going on that might have affected his life. Again, this view is very customizable.

2d(click image to enlarge)


The Index View - This view shows everyone in your file.  You can sort the list by RIN (or User ID), Given Name or Surname by using the buttons at the top. Like the Descendant View you can customize the columns to show the information you want to see. To edit someone, double click their name.

2e(click image to enlarge)


The Name List - To see the Name List go to VIEW > NAME LIST. This is a great view to use if you are editing a lot of people.  If you create a Search List, it will look exactly like the Name List and it works in the very same way. Like the Index View, you can sort this list by RIN (or User ID), Given Name or Surname by using the buttons at the top. Over on the right you will see six tabs where you can do all of your editing.

2f(click image to enlarge)


The Marriage List - To see the Marriage List go to VIEW > MARRIAGE LIST. If you are working off of the Marriage you can edit each person or their marriage by using the buttons at the bottom of the screen. You can sort this list by MRIN, the Husband, or the Wife using the buttons at the top. If you are using Gender-Neutral Terms this will be Left Spouse and Right Spouse.

2g(click image to enlarge)


Legacy has different views so that our users can find one that makes the most sense to them. These views are used to see your data and to navigate., however, with the exception of the Name List all data entry is done on the Individual's Information screen.

2h(click image to enlarge)

 

Other articles in the Legacy 101 series:

  1. Legacy 101 - How to Find Help
  2. Legacy 101 - The Different Views
  3. Legacy 101 - Entering Locations
  4. Legacy 101 - How to Enter a Person and His/Her Spouse
  5. Legacy 101 - How to Enter a Child and Parents
  6. Legacy 101 - Linking and Unlinking

 

 

 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.