Tuesday's Tip - Options: Data Format (Beginner)

TT - Options - Data Format

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

Options: Data Format (Beginner)

Previous articles in this series:
Customize Legacy
Options: General Settings
Options: Data Entry

The next section in the Customize Legacy menu is Options > Customize > 3. Data Format

Option 3.1 Letter Case of Prefix and Suffix (gbl)

Option 3.1
(click image to enlarge)

If you choose Initial caps Legacy will automatically capitalize your prefixes and suffixes if you enter them in lowercase. Some people like this feature because you can type faster and it also keeps you from making a capitalization mistake. I have mine set to Don't change what I enter because I have a habit of using the suffix field for things other than a true suffix (many times in privacy brackets). If you have been using Don't change what I enter and you change your mind and select Initial caps you will notice the Apply button become active. If you click Apply it will go through your file and capitalize all of your prefixes and suffixes at one time.

 

Option 3.2 Letter Case of Given Names (gbl)

Option 3.2
(click image to enlarge)

This option is pretty much the same as the previous one but in this case I do want Legacy to capitalize the given names because I am very capable of making a mistake when typing and I have no given names that would be in lowercase.

 

Option 3.3 Letter Case of Surnames (gbl)

Option 3.3
(click image to enlarge)

I have this set to Initial Caps but there are going to be a lot of people that won't want to do this. If you have a lot of surnames like van der Molen then you don't want to have Initial Caps.

It used to be that UPPERCASE surnames were the norm in genealogy. I think this came about when we dealt a lot with unindexed books. If the surnames were in uppercase you could scan pages pretty fast looking for the surnames. Today this is not the standard; however, there are many people that still prefer it and so the option is here. This will trigger a Potential Problem since this isn't the standard. If you want to use uppercase surnames you need to do two things.

1) Make sure you have this option set to UPPERCASE and then click the APPLY button over on the right to make sure that all of your surnames are in uppercase.

2) Now go to Tools > Potential Problems. Click the Standardization tab. The very last entry is Surname entered as all uppercase. Uncheck that box.

Now you are good to go.

 

Option 3.4 Displaying Surnames (gbl)

Option 3.4
(click image to enlarge)

These options are for display only. In other words, it doesn't matter how you actually enter them, this is how the will be displayed on your screen. Most people that want their surnames in uppercase want them that way all the time so this option might be a bit redundant; however, /Surnames/ within slashes is a bit different. Sometimes it isn't obvious which is the given name and which is the surname. Slashes around the surname will tell you which is which. A lot of older programs did this and some people like it so we have it as a option. If you had the name Ann /Kelly/ you wouldn't mistakenly thing that her middle name is Kelly and that the surname is missing.

 

Option 3.5 Format of Names with Titles (gbl)

Option 3.5
(click image to enlarge)

This is how names with prefixes and suffixes will appear in the various reports. I do want Legacy to Put a comma before title suffix so that it reads out John Doe, Jr. I am not sure why you would Put a comma after a title prefix but there must be a reason so if anyone does this post a comment explaining why.

 

Option 3.6 Letter Case of Locations (gbl)

Option 3.6
(click image to enlarge)

This one works the same way as Options 3.1, 3.2, and 3.3. I have no locations that start with a small letter so I want Legacy to make sure I haven't made a mistake and it will capitalize locations automatically for me. Again, you have an Apply button so that you can convert all your locations with a click of a button. This is very convenient when you have done an import.

 

Option 3.7 Location Format (gbl)

Option 3.7
(click image to enlarge)

You can see how I prefer to format my locations in reports. I am not sure why you would want to remove the spaces because that wouldn't be good English nor would the option to have inconsistent spacing but apparently some people prefer this and that is why the programmers have included these options. You can use the Apply button to make sure your file is uniform, especially after an import.

 

Option 3.8 Child List Indicators (gbl)

Option 3.8
(click image to enlarge)

These options give very different displays so it is easier to do this with screenshots. Anything that has to do with a Direct Line means you have to have already set your Direct Line by going to Tools > Set Direct Line or the option won't work.

Use Bold and Underline on the numbers to indicate spouses and continued lines

Bold means the person is married. Underline means the person has children. If the person is both bold and underlined then they are married and have children which is the case in this screenshot.

Bold and underline
(click image to enlarge)

 

Use § and + at the end of names to indicate spouses and continued line

§ means the person is married but has no children. + means that the person is married and does have children.

Symbols on names
(click image to enlarge)

 

Indicate Preferred children in Child List (*)

Preferred Child
(click image to enlarge)

 

Indicate direct-line children in lists (bold)

Direct Line bolded
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I showed you screenshots of the Children's List but some or all of these will also show up on the Name/Search List, Pedigree View, Descendant View, Index View, Edit Children and the Siblings List. On the Name/Search List and Index Views you will only see the Direct Line in bold. The § symbol there means a married name (a ~ means an alternate name). The Descendant View will only  have the Direct Line in bold.

 

Option 3.9 Living Indicator (gbl)

3.9

I like to keep this turned on because it might alert me to someone that is marked living that should be dead or someone that is marked dead that should be living. When I am working with DNA I will kill myself off (or whoever is the anchor person for the DNA gedcom I am uploading). I want the DNA matches to see my name while still protecting those people that truly are alive. Sometimes I forget to resurrect myself from the dead.

Alive

Living on
(click image to enlarge)

 

Dead

Dead
(click image to enlarge)

Notice that there is a button to Select Color if you want to change it.

 

Option 3.10 Term for Christening (ff)

Option 3.10
(click image to enlarge)

This is the only option in this section that is (ff). Why? If you have more than one file and these files have different demographics (time, place) you might prefer one term over the other.  This changes the display on the screens but it also changes reports and exports.

 

Option 3.11 Word for Blank Records (gbl)

Option 3.11
(click image to enlarge)

If you choose Unknown Legacy will automatically insert Unknown on your screens and in reports. I just prefer to leave it blank.

 

Option 3.12 Potential Problems Indicator (gbl)

Option 3.12
(click image to enlarge)

If you have this turned on you will see  a >> next to their title on the Family View, if you have excluding something from the Potential Problems.

Family View
(click image to enlarge)

 

And you will see an asterisk (*) on the Individual's Information screen.

Individual screen
(click image to enlarge)

 

That's it for this section. Next up, Options: Data Defaults.

 

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 - Options: Data Entry (Beginner)

TT - Options - Data Entry

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

Options: Data Entry (Beginner)

Previous articles in this series:
Customize Legacy
Options: General Settings

The next section in the Customize Legacy menu is Options > Customize > 2. Data Entry 

Option 2.1 When Adding and Editing Information (ff)
As always, you can see which settings I personally use. The Verify NEW Names, locations, and events will trigger a popup box every time you add something in these fields that you haven't already entered before. It is a great way to make sure that you haven't accidentally misspelled something.

2.1 When Adding and Editing Information (ff)
(click image to enlarge)

 

You entered a new Surname
(click image to enlarge)

 

When you add a new person, Jump to Notes when saving individual will take you directly to their notes, which notes field it jumps to is controlled by another option which we will get to.  This is convenient if you like to add some notes on the new person before continuing. Jump to Marriage Info when adding a spouse works in the same way. If you add a spouse to someone it will jump to the marriage screen so that you can add their marriage details (date, location, notes, events, sources, media). Check for Problems when saving individual is tied to the settings you have selected in Tools > Potential ProblemsVerify USA Counties in Place Names will trigger a dialog box if you enter the name of a county that didn't exist at the time of the event (based on the date you entered). This only works for locations in the US. Please see Using the USA County Verification Feature for more information.

When you add a child to a family, or you add a father to a child, the Add a default surname when adding a new father or child will automatically insert the surname to save you some time. Check for Duplicates while adding new individuals is tied to the settings you have in Options > QuickDup Options. If you enter a new person that Legacy thinks is a duplicate (based on what you have told Legacy to do) you will get a dialog box so that you can review the possible match.

Possible Duplicate
(click image to enlarge)

 

You can also click Options on this screen to change your criteria like you can at Options > QuickDup Options. If you select Yes, or I'm not sure you will be taken to the Manual Merge screen. If you select No, this person is not the same, the dialog box will close and your new person will be added to the database. The criteria for the QuikDup is more basic than what you will find in the regular Merge options (Tools > Find Duplicates). This QuikDup routine is a screening process.

 

2.2 When Adding New Spouses, Children, Events, and Media (gbl)

2.2 When Adding New Spouses, Children, Events, and Media (gbl)
(click image to enlarge)

You can see I have all of these boxes checked. When you add new spouses, children, events, or media, if they have dates they will be automatically sorted into their correct positions. Legacy follows a series of rules when it does this because some of your entries won't have dates. To see how this works, click the Explain how this sorting works link at the bottom of Option 2.2.

 

2.3 What Age to Presume a Person is Dead (ff)

2.3 What Age to Presume a Person is Dead (ff)
(click image to enlarge)

You can see that I err on the side of caution when it comes to automatically marking people as deceased. This option is based only on the person's entered date of birth. For those that don't have a date of birth entered, you can use Tools > Advanced Set Living (affectionately known as IntelliMurder) which will look at the dates of the surrounding people. For more information please see IntelliMurder!

If someone is over your Ask if living limit, you will get a popup box asking if the person is still alive. It is a signal that you need to do some checking to find out.

Is this Person Living?
(click image to enlarge)

 

If you make adjustments to your parameters you need to click the Apply button and Legacy will make a run through your file to see if anyone needs to be changed to deceased.

 

2.4 Text Formatting Codes (gbl)

2.4 Text Formatting Codes (gbl)
(click image to enlarge)

 

Checking this box will allow you to use the Windows shortcut commands for text formatting. You can highlight text within a note-type field and add the surround codes for bold, italic, underlined, and superscript by pressing Ctrl-B, Ctrl-I, Ctrl-U, and Ctrl-S. These codes are then honored when creating a report.

 

2.5 Enter Key Behavior (gbl)

2.5 Enter Key Behavior (gbl)
(click image to enlarge)

 

The first option means that you can use the Enter Key to move from field to field. If that screen has command buttons (for example, Edit, Save, Cancel) you have to manually mouse click to activate those buttons.

The second option is the Windows default which means you will be using the Tab Key to move from field to field.  The Enter Key in this case will activate whichever command button is default for that screen (it will highlighted). Notice in this screenshot the Save button is outlined in blue. Save is the default for this screen and it is the active button. You can simply hit the Enter Key to select it. If you need one of the other buttons you will need to use the mouse.

Command buttons
(click image to enlarge)

 

2.7 Ancestor/Descendant Interest (ff)

2.7 Ancestor/Descendant Interest (ff)
(click image to enlarge)

 

If you have this option checked, you will see two new boxes appear on the Individual's Information screen. You can set your interest in this person's Ancestors and/or his Descendants on a scale of 0-3.

Individual's Information screen
(click image to enlarge)

 

If you have this option on, you can use this as a Search Criteria. You will find this at Search > Find > Detailed Search.  As with most searches you can use Equal to, Greater than, and Less than. In the last box you can change the value from 0-3.  You can then work directly off of the Search List, print the Search List, or export the Search List just like any other Search List you generate.

Detailed Search
(click image to enlarge)

 

2.8 Rule for generating default married names (ff)

2.8 Rule for generating default married names (ff)
(click image to enlarge)

 

If you choose 1-Replace wife's surname with husband's surname as an additional entry in the Index View it is very similar to Option 2.1 where you can automatically generate a surname when adding a father or a child. However, when generating married names it is a view only.

If you do choose to generate married names, to be able to see these names on the Name List, Search List, and Index Views you have to have Married Names turned on there. On either screen go to Options and then click Include Married Names. The two screens work independently of each other. You can have married names turned on for the Name/Search List but turned off on the Index View. Married names will have a § in front of the name.

Married names on the Name List
(click image to enlarge)

 

Your other option is 0-None - don't generate married names.

If you ever change your mind, make sure you click the Apply button to the right of Option 2.8 which will reset your file to your new choice.

Next time we will go through 3. Date Format.

 

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.


Tips for interviewing your relatives

Interview6

With my every-other-year family reunion coming up soon I've been thinking about what kinds of questions I'll ask of my parents and siblings. There is an art to asking the right kind of question. Then I remembered - Legacy software has more than 1,200 interview questions all ready to go.

In Legacy, go to Reports > Other Reports > Interview Questions.

Interview1

There are 13 categories of interviews. Select the one most appropriate for the person you will interview.

Interview2

Within each category is a number of subcategories.

Interview3

Add a checkmark next to each category and question you want to ask.

Interview4

Then print the report, save it to a text file, or export to a PDF.

Interview5

You are now armed with questions that were carefully written to solicit the best answers (for example - no yes/no questions).

Other Resources

Thomas MacEntee has an excellent PDF book, "Preserving Your Family's Oral History and Stories, available here.

Marian Pierre-Louis's webinar, Captured For All Time: Recording Family Voices to Preserve and Pass Down, teaches the best way to record and save audio files so they become a permanent part of your family history.

MyHeritage's recent article, "Genealogy Basics Chapter 1: How to Interview Relatives" has lots of great pointers on conducting the interview.


Tuesday's Tip - Options: General Settings (Beginner)

TT - Options - General Settings

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

Options: General Settings (Beginner)

In Customize Legacy we went over some general information about the Options menu. Today we are going to look at the specific options in Options > Customize > 1. General Settings.

1.1 Program Startup (gbl)

1.1 Program Startup (gbl)
(click image to enlarge)


This controls what happens when you start Legacy. The Splash Screen is simply the Legacy logo that displays until the file has been fully loaded. It lets you know that something is happening.

The Starting View is which view Legacy will open to. This is a simple drop down box where you can choose. Since I normally work off of the Family View that is how I have mine set.

Family View

 

1.2 Starting Family File
If you have more than one file you need to tell Legacy which one you want it to open when you start up the program. You have three choices. You can see that I have mine set so that it automatically opens the last file I was working with. You can tell Legacy to prompt you with a list of files to choose from each time you open the program. Or, you can tell Legacy to always open a specific file.

1.2 Starting Family File (gbl)
(click image to enlarge)

 

If I click the down arrow next to Always open this file you can see that I have 3 files to choose from plus an "Other Files" folder that has a lot more. It will always open up to the folder that you have set as your default (another setting we will be getting to!)

Michele's Files
(click image to enlarge)

 

1.3 Starting Family (gbl)
So far I have told Legacy which file I want to automatically open and I have told it which View I prefer. Now I am going to tell Legacy which PERSON I want it to open to. You can see that I have it set so Legacy will go back to where I left off.

1.3 Starting Family (gbl)
(click image to enlarge)

 

Some people prefer to start off with a specific couple each time, usually yourself. If you choose to Display Preferred startup family you still need to tell Legacy who that startup family is.  You do this on the main ribbon at Options > Set Startup Family. When you click this icon you will be given two options. You can use the current couple on your screen or you can select from the Name List.

Set Startup Family
(click image to enlarge)

 

1.4 Starting Ribbon Tab (gbl)
There might be one toolbar that you use more than the others so you will probably want it to be the default starting toolbar. You can see that I have chosen My Toolbar which I have customized to have the icons I use most. You can also select Start with ribbon minimized which will give you more screen space for the family information that is being displayed. I like having the ribbon displayed so I don't have this checked.

1.4 Starting Ribbon Tab (gbl)
(click image to enlarge)

 

1.5 Tagging Options (gbl)
This is where you turn Tagging on or off. Tagging is VERY important to me so you can see that I have Tagging turned on.

1.5 Tagging Options (gbl)
(click image to enlarge)

 

You can specify which Tags you want to display on the Name/Search Lists. I have it set to show all 9 Tags. When you click Tags to Show on Name List you get this dialog box. You can show all 9 Tags or show only 3 tags. If you choose 3 you can tell Legacy which 3 you want to see.

Select Tags to Show
(click image to enlarge)

 

1.6 Show Popup ToolTips (gbl)

1.6 Show Popup ToolTips (gbl)
(click image to enlarge)



There are two different kinds of popup tips. You will see these when you mouse over something. Tooltips popup on Legacy features to give you a hint about that feature and Quick Name Lists pop up when you hover over a person's name. Here is an example of each. The first is an example of a Tooltip and the second is an example of a Quick Name List.

ToolTip
(click image to enlarge)
Quick Name List
(click image to enlarge)

 

I have ToolTips turned off because I don't need them but I have Quick Name Lists turned on because this is a great shortcut so that you don't have to click on another screen for the information.

 

1.7 Popup Information Boxes (gbl)
This option goes along with Option 1.6. 1.7 controls HOW these boxes pop up. I have mine set to pop up simply by hovering the mouse cursor over the spot where I want more info and it will pop up after 1/2 of a second.

1.7 Popup Information Boxes (gbl)
(click image to enlarge)

 

1.8 FamilySearch (ff)
Checking this box turns on the syncing arrows that you see on the Family View and the Pedigree View.

1.8 FamilySearch (ff)
(click image to enlarge)

 

If you have this turned off you will still have access to all of the other FamilySearch tools. Here is what it looks like on the Family View. Since both of my arrows are green this person is in sync. For more information about how to work with FamilySearch please see our FamilySearch Training.

15

 

1.9 LDS (ff)

If you are a member of The Church of Jesus Christ of Latter-day Saints and you do Ordinance work for your ancestors, you will want to turn this on. I am not a member of the LDS Church so I don't have it checked.

1.9 LDS (ff)
(click image to enlarge)

 

If you click the Set LDS Options button you can customize how things are displayed on your screens.

1.9 LDS (ff)
(click image to enlarge)

 

We have covered every option under 1. General Settings. Next time we will go through 2. Data Entry.

 

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 - Customize Legacy (Beginner)

TT - Customize Legacy

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

Customize Legacy (Beginner)

One of the reasons I love Legacy is because of how customizable it is. I can make Legacy look and behave the way that makes the most sense to me when I am doing my research. This article is an introduction to a series that will be going through the Customize Legacy menus. These options are the general settings for your file. There are many more things you can customize (reports and charts, for example) but for right now we are going to focus on how to customize your entire file as a whole.

To see these menus to go Options > Customize.

Options > Customize
(click image to enlarge)

 

However, before we get started there are some general things to know.

On the left side of the above screenshot you will see there are 12 sections of Options. All of the Options within each section have a number, 8.2, 4.4, 1.6 etc. The first number tells you the section and the second number simply tells you which option in that section. This is handy when you are talking with others (or us) on the Legacy User Group Email List, the Legacy User Group on Facebook, the Legacy Support system, or the Legacy Enhancements system. You can use this as a bit of a shortcut so that you don't have to type everything out. You can just say Option 2.3 when you are talking about what age you want Legacy to automatically mark someone as deceased.

Option numbers
(click image to enlarge)

 

Each option is designated with an (ff) or a (gbl). (ff) stands for Family File and it means the option you are looking at only applies to the file that is currently open. If you have more than one file and you want this option to apply to all of them, you have to open them up one at a time and set the option. If you start a new file all of the (ff) options will be set to the defaults until you change them. (gbl) stands for Global and it will apply to all of your files. You don't have to open your files one at a time to set these. If you start a new file these will remain set for that file.

(ff) vs. (gbl)
(click image to enlarge)

 

At the bottom of each screen you will see Options for Default Settings. Click the button and you will see 5 options.

Options for Default Settings
(click image to enlarge)

 

For some reason Legacy users seem to overlook this button and there are some very powerful tools here. We are going to look at each one but not in the order you see on the screen.

Reset to Legacy-Defaults
This simply puts everything back to how it was when you first installed Legacy. If you want to wipe out your settings and start over from scratch this is how you do it.

Save current GLOBAL settings as User-Defaults
Remember the (ff) vs. (gbl) settings? This will only save the (gbl) ones.

Save current Family File settings as User-Defaults
This will save all of the (ff) settings.

Save ALL current settings as User-Defaults
This is the one I use. This saves both the (ff) and the (gbl) settings. I have all my options exactly how I like them and they all saved.

Reset to User-Defaults
Remember how I said that if you start a new file only the (gbl) settings will be carried over and all of the (ff) settings will go back to the defaults? When I start a new file I can immediately go to this screen and get it set up just like my old file. When we issue an update sometimes one or more of the settings will go back to the defaults. This can't be helped when the programming code for the things those settings control has been changed. When this happens you can reset back to your personal defaults. You can also experiment with different settings. When you are done experimenting you can reset back to your saved user settings.

Don't forget to click the Save button when you are finished customizing your settings. If you Cancel or simply exit using either the Esc key or the Windows X button in the upper right corner any changes you have made will not be saved.

Now that you have the basics under your belt we will go over all 12 sections of the Customize Legacy menu in future posts.

 

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 - The Other Clipboards (Intermediate)

TT - The Other Clipboards

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 Other Clipboards (Intermediate)

I wrote two articles about the Source Clipboard:

The Source Clipboard Part I
The Source Clipboard Part II

But what about the other clipboards in Legacy? The clipboards are there to save you time and to help you make your entries uniform.

 

Event Clipboard
After you have entered an event for someone you can copy and paste that event to other people. This is different than “sharing” an event which will probably be the topic of a future article. I use the copy and paste option for census records (personal preference). Everything is copied including the source citation and the linked document.

Here is Ebenezer Grantham’s event for the 1850 United States Federal Census. I am going to copy it to all of the family members that also appear on this census. After I have entered the information, I click the Copy button.

Copy button
(click image to enlarge)

 

I then go to his daughter Leucretia and click Add to add an event. The event comes up blank. All I have to do is click the Paste button.

Paste icon
(click image to enlarge)

 

Now I have this:

After the paste
(click image to enlarge)

 

Notice that the source was copied over (the source icon is colored in) and the image file of the actual census page was also copied over (you can see the thumbnail in the bottom right corner). This will save you oodles of time and you will be sure that everything is consistent and uniform.

 

To-Do Clipboard
If you need to check a specific source for more than one person this clipboard is for you. I ordered a Family History Library microfilm and I need to check this film for several people. I create the To-Do task for the first person, Hannah Drake, and then I click the Copy button.

To Do Copy icon
(click image to enlarge)

 

I open Martha Stearns’ To-Do List and open a new task. It opens blank (the Open Date defaults in). Now I click the Paste button.

To Do Paste icon
(click image to enlarge)

 

I get an exact copy tied to Martha Stearns. If I needed to customize it for this person I could add what I needed.

After the paste
(click image to enlarge)

 

The To-Do List also has the ability to save up to ten of your favorite To-Do’s so that you can recall them at any time.

Let’s say I create a To-Do task for Find A Grave. I know this will be one that I use often so I want to save it. After I have entered the information I click the Save button.

Save icon
(click image to enlarge)

 

You then get this:

Save To-Do Clipboard
(click image to enlarge)

 

Now it is there when I need it. I open a new To-Do Task and click the Load button.

Load icon
(click image to enlarge)

 

This is what pops up (too lazy to redo the screenshot so please excuse the typo):

Load To-Do Clipboard
(click image to enlarge)

 

And now you get this:

After the paste
(click image to enlarge)

 

So let’s go a little further and finish the task out. If this were a real person you might see this on the Results tab.

Results tab
(click image to enlarge)

 

Take advantage of the built-in features that save you time, time you could be using to do research instead of repetitive data entry.

 

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 - The Source Clipboard Part II (Intermediate)

TT - The Source Clipboard Part II

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 Source Clipboard Part II (Intermediate)

In The Source Clipboard Part I, I showed you the clipboard's basic functions. There are two additional things you can do with the Source Clipboard and some Legacy users get confused between the two so I am going to explain both.

You can have up to 5 different sources on the clipboard at the same time. Whenever you click the Paste icon ALL of the sources on the clipboard will be pasted at the same time. Open the Source Clipboard, click Options at the bottom, select Allow multiple sources on the clipboard.

Setting up multiple clipboards
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Click on each tab and load the Master Source and Detail just like you did in Part I. Now when you paste your citation ALL of the sources you have loaded will paste. This is very different than saving a citation for later use.

You can save up to 10 different clipboards. They can be single citations or up to 5 citations on a single clipboard. This is very handy if you have some favorites.

Start by loading a Master Source to the clipboard. You can even add the detail if the detail isn’t going to change or if the detail is easy to change. Now click Save Citations to Disk at the bottom of the screen.

Saving a source
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Now you can open the Source Clipboard and select Load Citations from Disk. You will see a quick pick list of your favorite citations. You simply choose the one you want to use and then click Load.

List of saves citations
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The Source Clipboard will not only save you a ton of time, it will also make sure your citations are uniform when you are citing the exact same source.

 

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 - The Source Clipboard Part I (Intermediate)

TT - The Source Clipboard Part I

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 Source Clipboard Part I (Intermediate)

I had someone ask to see more about the Source Clipboard so here it is. The Source Clipboard is there to save you some time. I will give you an example from my file. I very often get death certificates or marriage certificates in batches. I can load a master source onto the clipboard and then just change the detail when I change certificates. Here is the process step by step.

Source Clipboard icon
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Step 1
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Select a source
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Enter the detail
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Save the detail
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Assigned Sources screen
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Paste icon
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The Source Clipboard has already saved you some time but here is where it will save you even more. Now I am going to add another Louisiana Death Certificate. I don’t need to change the Master Source, only the Detail. I go to my new person and click the Source Clipboard icon.

Source Clipboard icon
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Change the detail
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New detail
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I can now paste this citation in all the places it needs to go. When I am done I will go to the next person.

In Part II, I will show you how to save source citations to use again later and also how paste more than one source at a 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.

 

 


Tuesday's Tip - Color Coding Living People (Beginner)

Color Coding Living People

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

Color Coding Living People (Beginner)

If you do DNA research it is common to kill people off so that they will show up in gedcom uploads. For example, I kill myself off as well as my paternal uncle and mother. I manage their DNA so I have gedcoms uploaded showing their information (with their permission of course). I do this with all DNA testers that I assist or manage (again, with their permission).

HOWEVER, sometimes I forget that I have killed someone off.

Here is my uncle and my aunt. Notice that the word Husband is in black and Wife is in red. Red = Living. Oops. My poor uncle! I can assure you he is alive and well. Also notice that his relationship label says "Self." I have the relationships set to him instead of me and that is a clue that I am currently working with his DNA.

Living Indicator
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To turn this option on, go to Options > Customize > Data Format > Option 3.9 and make sure that Highlight Living Individuals is selected. Of course you don't have to be doing DNA research to turn this on. It is a quick way to tell who is alive in your file which can be very important if someone that should be dead isn't. You can see read about this in IntelliMurder!

So what if you don't like red and would prefer purple? Click the Select Color button to the right.

Select Color
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Now you can select a color from the boxes at the top left, or a color from one of the Color Palettes on the right, or you can click the Set Custom Color button to pick your own color. I chose #7 from the ArtDeco Color Palette, a nice dusty purple. You can see the old color and the new one. Once the color loads, click Select this Color.

Select a Color
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And here is what it looks like on the screen. Hmmmmm, I might need to go a shade darker.

On Family View
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My uncle will be happy to know that I just resurrected him from the dead.

 

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 - Report Options Part II (Intermediate)

TT - Report Options Part II

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

Report Options Part II (Intermediate)

In Report Options Part I we went over some general information about reports and we covered the "tabs" of options. In this post we will cover the rest of the option screens.

We will use the Ancestor Book Report again as the example. Go to Reports > Ancestor Book and by now this screen will look familiar. This time though it will be the Report Options button we will be looking at.

Report Options
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When you click the Report Options button you will see a new screen. Notice that there are five tabs across the top and options on the right that do not change as you change tabs.

Main Report Options screen
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First let's take a look at the buttons over on the right. One of the most important buttons anywhere is the Privacy Options button. Before you create a report (or a web page, or export a gedcom) you need to check your Privacy Options. You have a lot of control with what gets printed (or exported) and what doesn't. Pay very close attention to these options. For more information about privacy in general, see Legacy 101 - Privacy.

Privacy Options
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The next button is the Page Setup. When that opens notice that there are three tabs here. Make sure that your settings here match what you have set in the Printer Options (explained in Part I).

Page Setup
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Headings and Page Numbering
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Footers
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If you have Include Compiler... check marked on the Footers tab, the Edit Compiler button will become active. If you click it, you will be able to edit the compiler information.

Edit Compiler
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The last button on the right is the Report Fonts. This screen is pretty self-explanatory. This will override what you have set in the main options for report fonts (see Part I).

Report Fonts
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Now let's go over the five tabs at the top.  There are two things to notice on the Include tab. The little C buttons to the right will clear that section removing all of the check marks. The other is the Event Options button that will open another screen of options.

Include tab
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Event Options
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The Format tab also has a button you need to click to find yet another page of options. The Event Narrative Formatting controls how your events will be listed.

Format tab
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Event Narrative Formatting
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The Notes/Stories tab controls the options over the narrative portions (excluding events).

Notes/Stories tab
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The Sources tab gives you a lot of flexibility with how your sources appear in your reports with regard to placement and what information is included.

Sources tab
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Depending on what you have selected on the Pictures tab, as well as which report you are working with, you have two more buttons of options, Set Regular Picture Options and Set Source Picture Options. The two screens look the same.

Pictures tab
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Picture Options
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There are a couple of things I want to point out that are specific to the Chart Reports. Go to Reports > Family Group which will open the collection of chart reports. Notice that you can access all of the Chart Reports from here. These reports have some cool additional features. You have the ability to change languages and add color. You can also print blank reports for Family Group Reports and Pedigree Charts.

Chart Reports
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We have come to the end of our tour through all of the Report Options. The specialty reports will have completely different screens but you now know to click on every tab and button to make sure that you are seeing everything that is available. If you take the time to go through the available options your reports will be spectacular.

 

 

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.