The following question was recently asked in the online Legacy User Group:
I want to use a Master Source that I've already created, but I can't find it unless I read through all 1300+ sources. Is there any way I can search the Master Source [List] using a keyword?
This can be quite simple to do if you understand the difference between the Source List Name and the Title. These two fields are part of the master source.
Whatever is entered in the Source List Name will be shown in the Master Source List. The Master Source List is sorted alphabetically by this Source List Name. Therefore, some Legacy users will enter text at the beginning of the Source List Name to efficiently sort their list. Examples:
Census - 1850 - Pennsylvania
Census - 1860 - Pennsylvania
Census - 1870 - Pennsylvania
These census "phrases" can be added to the Source List Name, preceding the official name of the source. Now, in your Master Source List, all census records are grouped together, thus making it very easy to locate the source.
Pennsylvania - 1850 - Census
Pennsylvania - 1860 - Census
Pennsylvania - 1870 - Census
Using this method, all Pennsylvania sources are grouped together. Within this locality, the sources are sorted by year, then by record group.
Both methods help to arrange the master source list to help you locate them quicker, and it encourages consistency in data entry. It's easy to forget how you last typed in a census record. You may have typed the same record in various formats:
1850 Pennsylvania Census
Pennsylvania 1850 Census
Census - 1850 Pennsylvania
Utilize the sorting capabilities of the Source List Name and be consistent in your data entry.
Finally, the Title field of the master source is the official title of the source. This is the source that will print in your citations. So, utilize the Source List Name to help sort your list, but use the Title field for the official title.
Legacy's Ultimate Guide to Sources
While there is not one method that will work for everyone, the training video/CD entitled Legacy's Ultimate Guide to Sources discusses these techniques in great depth.