Legacy 101 - How to Find Help

There are a lot of different ways to find help while using the Legacy Family Tree software program. Below are seven easy ways for your to get started.

1) On every screen in Legacy there is a Help button. If you click the Help button it will take you to the appropriate location in the Help File for that topic so that you don't have to search for what you are looking for. 

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Help with video
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2) Legacy 9 now includes the PDF version of the User's Guide. In previous versions this was a separate purchase. In your order confirmation email there are two links, one to download the program and one to download the PDF version of the User's Guide.

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3) We also have Knowledge Base articles that are searchable HERE.

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4) There are lots of Legacy videos (free) to teach you how to use the program. You can find them  HERE.

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5) We also have a Legacy Users Group mailing list where you can ask questions and get advice. You can join HERE

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6) If you are on Facebook there is a Legacy Users Group there that has over 15,000 members. You can join HERE.

Both of the Legacy Users Groups are monitored by some of the staff, beta testers, and translators.

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7) You can find shortcuts to many of the helps by either selecting the Help tab on the main toolbar or by selecting the Legacy Home tab and then looking over to the right under the Support heading.

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You can get most of your questions answered using these tools. If there is a question that you haven't been able to find the answer to, or you have a suggestion for a new feature you would like to see, you can use the email links on the Help Toolbar or the Legacy Home tab to contact us.

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 - Dead or Alive? (Beginner)

Dead or Alive?

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


Dead or Alive? (Beginner)

 We had a great question from Keith on our Legacy User Group Facebook page:

 "How do I mark someone deceased but I don't know her date of passing?"

When you enter a new person into Legacy, Legacy assumes that they are alive unless you manually mark them as deceased or you enter death information. Legacy will also automatically mark people as deceased if you have entered birth information and they are over a certain age (Options > Customize > Data Entry > Option 2.3). 

You can manually mark a person as deceased using the radio buttons on the Individual's Information screen (where you actually enter data on a person).

Living or Deceased Radio Buttons
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My personal preference is to add an estimated date of death such as Before 1972, After 1985, Between 1970 and 1996, or About 1968. This will trigger Legacy to mark the person as deceased. I only do this if I have some sort of source that leads me to this conclusion. For example, I might be looking at an obituary that says, "Preceded in death by..." This will give me a death date of "Before."  If I have two obituaries, one where the person is listed as a survivor and one that is listed as predeceasing, I can then narrow the date of death to "Between." If I don't have any source that someone is dead then they remain alive in Legacy until I do.

Why is this so important? Genealogists should be protecting the privacy of those persons that are still living so it is important to be accurate when you mark someone as deceased.



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 - Renumbering RINs and MRINs (Intermediate)

Tuesday's Tip - Renumbering RINs and MRINs (Intermediate)

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

Renumbering RINs and MRINs (Intermediate)

As you merge and delete people in your file there will be gaps in the RIN and MRIN numbers. This bloats your file a bit. You can compact your file by having Legacy renumber the RINs and MRINs. WARNING! WARNING! WARNING! If you use the RIN or MRIN numbers as part of your paper or electronic filing system DO NOT DO THIS. If you use TNG to manage your website DO NOT DO THIS. However, for the rest of you this is a good way to make your file a bit more efficient.

Go to Tools > Renumber RINs or MRINs. You are going to make two passes. For the first pass you are going to select "Fill all missing RINs from highest RINs (Compacts the Individual Records)" and then click Apply. For the second pass you are going to select "Fill all Missing MRINs from Highest MRINs (Compacts the Marriage Records)" and then click Apply again.

Renumber RINs dialog box
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You can also have Legacy renumber your RINs on the fly (RINs only, not MRINs. You will need to use the above tool when you want to renumber your MRINs)

Go to Options> Customize > Data Defaults > Option 4.4

Option 4.4
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Notice that there is an (ff) which means this is a family file specific setting. In other words, if you have more than one family file you will have to do step 1 and step 2 for each one. Again, DO NOT DO THIS if you are using RINs as part of your paper or electronic filing system or if you are using TNG to manage your website.

If you import a file into Legacy you will see an option to Renumber the RINs and MRINs ("Fill all existing abandoned  RINs/MRINs" will become active if you chose the first option, Try to keep original ID numbers (RINs). 

 

Gedcom import screen
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This is a simple way to compact your file to help it run a little more efficiently. This is also for those people (like me) who simply can't stand to see gaps in the numbers on the Name and Marriage Lists.

 

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.


New Legacy QuickTip Video - How to Record a Cremation

We have another great Legacy QuickTip Video for you today! Learn:

  • How to record a cremation event
  • How to disable the potential problem alert for custom events

This QuickTip was presented live during the after-webinar party of the recent Finding Your Roots in Catholic Records webinar by Lisa Toth Salinas.

Click here for the video.

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Click here for more Legacy QuickTip videos.


Tuesday's Tip - The UnknownName.txt File (Advanced)

Tuesday's Tip - The UnknownName.txt File (Advanced)

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

The UnknownName.txt File (Advanced)

A question that comes up pretty often in the Legacy User Group on Facebook is how to enter unknown persons. Normally you simply leave the unknown person blank but sometimes you have some information about that person even though you don't know their name. This means you are going to have to enter something in the name field so that Legacy will allow you to enter what you know about that person. An example would be a census record that records the birth place of someone's parents but you don't know what the names of the parents are.

I use [—?—] for unknown surnames because that is how unknown surnames are normally handled in the National Genealogical Society Quarterly (NGSQ). If you use something like this Legacy is going to view it as a Potential Problem. There is way to tell Legacy to ignore this without having to turn the Potential Problems off.

You will create a simple text file named UnknownName.txt and place it in the \Documents\Legacy Family Tree\_AppData folder.

UnknownName.txt file in the Documents folder
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You will create this file using any text editor (Windows Notepad is ideal). This text file will have only two lines. The first line is for the given names you want Legacy to ignore and the second line is for the surnames. If you have more than one given name or surname you need to separate them with a space.  For example, 

Child Infant ???
[—?—] NN ???

 

I use the UnknownName.txt file. In my file the first line is blank because I have no given names that I want Legacy to skip (I always leave the given name field blank if I don't know what it is). My second line only contains [—?—] because for consistency's sake I only want one "unknown" surname.

UnknownName.txt file
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This little trick will save you some aggravation with the Potential Problems.

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 - Burial vs. Cremation (Beginner)

TT - Burial vs Cremation

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

Burial vs. Cremation (Beginner)

On the Individual's Information screen you will see the standard vital events (born, christening/baptism, died, and buried) but what do you do if your family member was cremated instead of being buried? Legacy makes it very simple to change a burial to a cremation. Click the + (plus) sign to the right of the Buried location field and then select Cremated.

Option for Cremated
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Now you will see that the field name has been changed to Cremated.

Field name now Cremated
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We get a lot of questions asking how to handle the scattering of ashes that occurs well after the cremation. This is similar to the question about what to do when the ashes are buried at a memorial ceremony that is held afterwards. I enter these as custom events. 

Custom event
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There is one more thing that you need to do. If you create a custom event that occurs after a person's death date you will need to tell Legacy not to flag this as a Potential Problem. Go to View > Master Lists > Event Definition. Highlight the event you just created and then click the Edit button over on the right. Check the box that says Exclude from Potential Problems report. You also need to do this for other events that occur after death such as Cemetery and Obituary, if you use those.

Exclude from Potential Problems
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Other programs and websites do not have this feature so if you ever export your file as a gedcom you will need to tell Legacy to pull the cremation information out of the burial field and create a cremation event.  You can see this option by going to File > Export > GEDCOM File. At the top select the Other Options tab.

Gedcom export screen
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Being able to record your ancestor's information correctly is very important to us at Legacy.

 

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 - What Are Those Numbers? (Beginner)

Tuesday's Tip - What Are Those Numbers? (Beginner)

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

What Are Those Numbers? (Beginner)

We get quite a few emails asking us what the numbers in the bottom right of the Family View are.

 

Num1

The H:31 means that the Husband's RIN (Record Identification Number) is 31. The M:10 means that this couple is MRIN (Marriage Record Identification Number) 10. W:200 means the Wife's RIN is 200. In the options I have selected to show RINs next to the names so that you can see that the numbers match. (If you want to see the RINs or other available numbers next to each person's name go to Options > Customize > View > Option 8.2).

If you click in any of those three squares you will get a popup menu where you can type in a RIN (or a MRIN) as a shortcut to navigate. Most people have a few numbers memorized.

Num2

The I:6 means that I can scroll through everyone that is tagged on Individual Tag 6 by using the left and right arrows. The M:1 means that I can scroll through everyone that has a Marriage Tag of 1.

Num3

If I mouse click in the middle of the Tag box it will bring up the menu so that I can change the Tag.

Num4

I use the Tag arrows all the time. I will tag a group of people then work on them one at a time. If you don't have your RINs next to the person's name you can still see them at the bottom and you can see the MRIN of the couple without having to open the Marriage screen.

 

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.

 


How to Add a Newspaper Article to Legacy Family Tree

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It was a Friday afternoon, Geoff had completed his projects at work, and he was anxious to add the newspaper article that he found last night to his Legacy family file. So he pulled up his webinar software and hit the record button.

In this webinar, join Legacy's Geoff Rasmussen as he adds the newspaper article to his real, personal Legacy family file. You will learn the seven steps of adding any online document to Legacy as he guides you, unscripted, through the simple process.

View the Recording at FamilyTreeWebinars.com

If you could not make it to the live event or just want to watch it again, the 28 minute recording of "Watch Geoff Live: Adding a Newspaper to Legacy" is now available to view in our webinar library for free for a limited time. Or watch it at your convenience with an annual or monthly webinar membership

Webinar Memberships/Subscriptions

Webinar Members get:

  • On-demand access to the entire webinar archives (now 620 classes, 834 hours of genealogy education)
  • On-demand access to the instructor handouts (now 2,857 pages)
  • On-demand access to the live webinars' chat logs
  • 5% off all products at www.FamilyTreeWebinars.com (must be logged in at checkout)
  • Access to all future recordings for the duration of their membership
  • Chance for a members-only door prize during each live webinar
  • Access to register for bonus members-only webinars
  • Ability to view which webinars you are registered for
  • Use of the playlist, resume watching, and jump-to features

Introductory pricing:

  • Annual membership: $49.95/year (currently 50% off until August 20, 2017)
  • Monthly membership: $9.95/month

Click here to subscribe.

Register for our upcoming webinars (free)

  • Research in Federal Records: Some Assembly Required by Malissa Ruffner, JD, CG. November 21.
  • Understanding Alabama by Rorey Cathcart. November 29.
  • Find Your Immigrant Ancestors AND their Relatives in the New York Passenger Arrival Records by Mike Mansfield. November 30
  • Finding Your Roots in Catholic Records by Lisa Toth Salinas. December 6.
  • I Thought He Was My Ancestor: Avoiding the Six Biggest Genealogy Mistakes by James M. Baker, PhD, CG. December 13.
  • Finding Your Nordic Parish of Birth by Jill Morelli. December 15.
  • The Law and the Reasonably Exhaustive (Re)Search by Judy G. Russell, JD, CG, CGL. December 19.
  • Palmetto Pride - South Carolina for Genealogist by Rorey Cathcart. December 20.
  • Problems and Pitfalls of a Reasonably Shallow Search by Elissa Scalise Powell, CG, CGL. December 27.

Print the 2017 webinar brochure here.

See you online!


Tuesday's Tip - Ghost Marriages (Advanced)

  Tuesday's Tip - Ghost Marriages (Advanced)

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

Ghost Marriages (Advanced)

It is very difficult to create a "ghost marriage" in Legacy 9 but if you have imported a gedcom from another program or downloaded from a website it is very likely you picked up some ghosts. Ghosts are people that really aren't there but they are taking up space which bloats your file. To find "ghost" marriages go to View > Marriage List. The unknown-unknown marriages that you see are ghosts and need to be deleted. Make sure you are sorting by the husband or by the wife and not by MRIN so that all of the unknown-unknowns are together at the top of the list

Ghost marriages
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Before you do anything, backup your file. 

Highlight one of the unknown-unknown marriages and then at the bottom click Options > Remove the marriage link. If there are NO children or ONLY ONE child in the box you can safely unlink by clicking Yes at the bottom which will get rid of the unknown-unknown.

Unlink from this family? dialog box
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If there are TWO OR MORE children in the box do not remove the marriage link. If you do you will lose them as siblings. 

More than 1 child, don't delete the link
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Notice that the MRIN for this family group is 64. On the Marriage List highlight MRIN 64 and click Edit Husband at the bottom and then Add New Husband.  Since the children had the surname of Cummings, Legacy defaults this surname in for you. This will keep the siblings linked while also getting rid of the unknown-unknown marriage.

Legacy adds the surname for you
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Click Save and you will see that you that the ghost marriage is now a real marriage.

Ghost marriage has been converted
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Some gedcoms will have HUNDREDS if not THOUSANDS of these. Some programs will create an unknown-unknown marriage if you simply click in the parents area but then change your mind and don't add anything. Legacy doesn't do this and that is why you won't see ghosts in a Legacy file that was created from scratch. Once you have removed all of the ghosts you will want to renumber your MRINs and run a check/repair which will compact your file making it more efficient. WARNING! WARNING! WARNING! If you use MRINs as part of your paper or electronic filing system you will NOT want to renumber them. You also don't want to renumber them if you are using something like TNG to upload your webpages. TNG is dynamic and needs the MRINs to stay the same so that any photos or documents you have uploaded won't become unlinked.

Tools > Renumber RINs or MRINs

Renumber MRINs dialog box
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This is something that most Legacy users wouldn't know to check, especially since Legacy itself doesn't create ghosts. Now you have an additional tool for your arsenal when you need to clean up an incoming gedcom file.

 

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.