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

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

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

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About the presenter

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

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

Add it to your Google Calendar

With our Google Calendar button, you will never forget our upcoming webinars. Simply click the button to add it to your calendar. You can then optionally embed the webinar events (and even turn them on and off) into your own personal calendar. If you have already added the calendar, you do not have to do it again - the new webinar events will automatically appear.

Webinar time

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

  • 2pm Eastern (U.S.)
  • 1pm Central
  • 12pm Mountain
  • 11am Pacific

Or use this Time Zone Converter.

Here's how to attend:

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

We look forward to seeing you all there!


Tuesday's Tip - Keyboard Shortcuts (Beginner)

Keyboard Shortcuts

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

Keyboard Shortcuts (Beginner)

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

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

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


Shortcut Keys for Main Views

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


Shortcut Keys to Bypass Menus on the Main Views

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

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


Shortcut Keys in Dialog Boxes

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


Other Shortcut Keys

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


Shortcut Keys for the Source Clipboard

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


Family and Pedigree View

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


Single key commands:

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


Shortcut Keys on Family View

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


Two-Key Commands

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


Shortcut Keys on Other Forms

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


While in a Note-type field:

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

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

 

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

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

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

 


Legacy 101 - Backing up Your File

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

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

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

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

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

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

 

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 - An Important Source Citation (Beginner)

An Important Source Citation

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

An Important Source Citation (Beginner)

One of the most important pieces of evidence you can collect is the proof for a parent-child relationship. You can prove all kinds of things about a person but if you can't prove the link to the next generation you are at a bit of a standstill. The field to attach this all important citation is a bit hidden to new Legacy users. There are two ways to access it.  The way I use is the Assigned Sources screen. From the Family View, click the Source icon (it looks like a book) and that will bring up the Assigned Sources screen. You might have to scroll to see the fields.

Assigned Sources Screen
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You can see that I have two sources for the relationship between James Elexander Simmons and his parents. I am using James's death certificate as well as James's son's Bible. The way I entered these sources was by using the copy and paste from the Source Clipboard. For more on the Source Clipboard and how you copy and paste please see Geoff's free webinar, "Sources and Citations Made Simple, Standard, and Powerful." 

The other way to do this is by accessing the Edit Children screen. There is more than one way to get to this so please see "Tuesday's Tip - Editing Children's Information" for detailed instructions.  Here is what you will see:

Edit Children screen
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I have James Elexander Simmons highlighted and down at the bottom you can see that the labels for the Relationship to Father and Mother are in red. This means that I have a citation attached to each field. On this screen I can only see that I have sources attached but I can't see what the sources are. Again, you will use the paste from clipboard command to attach a source to these fields. If attaching a source does not change the color of the label, HERE are step by step instructions on how to tell Legacy to do this.

Notice that I don't have anything in the actual field for the relationship. The default is leaving it blank to indicate that this is a biological relationship. There is a drop down box with other options and you can also add your own. 

Don't forget to add this important source citation so that you can show your line all the way up the chain with confidence.

 

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 - 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.

 

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.


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.

 

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.


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.

 

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.


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.

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 - 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
(click image to enlarge)

 

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
(click image to enlarge)

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

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.

 

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.