Tuesday's Tip - Accessing FamilySearch (Beginner)

Accessing FamilySearch

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

Tuesday's Tip - Accessing FamilySearch (Beginner)

There are several different ways you can connect to FamilySearch through Legacy. Before you get started, make sure that you have FamilySearch turned on in your file. Go to Options > Customize > General Settings > Option 1.8 FamilySearch. Check the box to Integrate with FamilySearch.

#1 - The Ribbon 
Go to Search > FamilySearch and that will bring up the main FamilySearch interface screen. Whoever is highlighted in Legacy will be the focus person. If that person has not been synced to FamilySearch yet you will be asked to do so.

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#2 - Click the arrows
On the Family View or the Pedigree View, right (or left) click any of the arrows to take you directly to that person on the FamilySearch interface. Again, if that person has not been sync'd yet you will be asked to do so.

Click the arrows
(click image to enlarge)

 

#3 - Click the hot link
On the Individual's Information screen, there is a field for the FamilySearch ID. Notice that the word FamilySearch ID is underlined. That means it is a clickable hot link. If there is a FamilySearch ID filled in, you will be taken to that person's personal FamilySearch page on the FamilySearch website. If there is no FamilySearch ID entered you will be taken to the main FamilySearch Record Search screen.

FamilySearch ID hot link
(click image to enlarge)

 

If none of this makes sense to you, I highly recommend you go through our FamilySearch Training materials.

 

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 - Creating a Cemetery List (Intermediate)

Creating a Cemetery List

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

Creating a Cemetery List (Intermediate)

One of the most frequent questions asked is,  "How do I create a list of people buried in a certain cemetery?"  And the answer is, it depends. There are several different ways users enter cemetery information and how you create a list depends on what method you are using. Here are the most common.

Cemetery Event
If you have entered your cemeteries as a Cemetery Event you will go to View > Master Lists > Event Definition. Highlight the Cemetery Event and then click Show List over on the right. From there you can either Create Search List or you can Tag the list of people. 

Burial Address
If you have entered your cemeteries as a Burial Address you will go to View > Master Lists > Address Lists > Event. Highlight the cemetery in question and then click  Show List over on the right. From there you can either Create Search List or you can Tag the list of people. 

Location
If you have entered your cemetery as part of your location field you will go to View > Master Lists > Location. Highlight the cemetery in question and then click  Options > Show List over on the right. From there you can either Create Search List or you can Tag the list of people.

No matter which method you decide to use, make sure that your entries are consistent so that searching will work for you. I have covered the most common ways people record this information. If you are doing it another way, hopefully this information will help you create a cemetery list as well.

 

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 - Find a Grave Options (Beginner)

Find a Grave Options

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

Find a Grave Options (Beginner)

There is a specific feature I want to point out because a lot of people seem to miss it. On the main Ribbon go to Search > Find a Grave. Notice that there is a little down arrow thingie (technical term) at the bottom right of the Find a Grave icon. Click that down arrow thingie and you get an enhanced menu.

Find a Grave icon
(click image to enlarge)

 

These are very useful options but unless you know where they are they will be no of use to you. There is one more feature I want to show you. On the Individual's Information screen you will see a field to record the person's Find a Grave memorial number. Notice that the label Find a Grave ID is underlined. That means it is a clickable hot link. If there is a Find a Grave memorial number entered, you will be taken to that person's memorial page. If there is no number entered, you will be taken to the Find a Grave search screen.

Find a Grave memorial field
(click image to enlarge)

 

Happy grave hunting!

 

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 - Find a Grave Number Field (Beginner)

Find a Grave Number Field

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

Find a Grave Number Field (Beginner)

Find a Grave memorial field
(click image to enlarge)

There are two situations you will encounter when entering a person's Find a Grave memorial number. We are going to look at both.

The person has more than one memorial on Find a Grave
Duplicates on Find a Grave are pretty common but there is only space for one memorial number in Legacy (and this isn't going to change). It is important for you to help clean up Find a Grave by alerting the persons maintaining the memorials that there is a duplicate. Normally I only message the person that created the duplicate and not the person that created the first memorial. You can see the dates for when the two (or more) memorials were added at the bottom of the memorial page.

Who created the memorial and when
(click image to enlarge)


At the top of the memorial page you will see a button to "Suggest Edits" 

Suggest Edits
(click image to enlarge)

Marker photograph copyright © 2009 Robert E. Lee, used with permission

 

If you click that button you will need to scroll  to the bottom and click "Suggest other corrections"

Suggestion other corrections
(click image to enlarge)

 

Now you will see a message box where you can explain the situation. I always check the box to have a copy sent to me so that I can keep tabs on which memorials I am working on. I am always cordial and I give them all of the information they need to verify that their memorial is a duplicate.

Email a correction
(click image to enlarge)

 

If the person does not respond within 30 days, or they refuse to make the edit, "...forward your copy of the suggestion along with source documentation to edit@findagrave.com. The suggestion will be reviewed and processed." [from the Find a Grave help menu]. In the meantime, I keep track of what is going on in a Legacy To-Do task. 

 

There are two people sharing a single memorial
You will see this when you have multiple people on a single marker. Each one of these people needs to have their own memorial. If you enter the same Find a Grave memorial number for two different people in Legacy, the next time you do a Check/Repair it is going to delete the duplicates (this isn't going to change). The log file will tell you who had the duplicates and what the number was.

Error Log
(click image to enlarge)

 

The easiest thing to do is add the second memorial yourself and then contact the person that uploaded the photo, which is not necessarily the person that maintains the memorial, and ask him/her to attach their photo to the new memorial. Click the photograph itself and you will see a link to the person that added the photo at the bottom. Click the link and it will take you to their personal Find a Grave page where you can message or email him/her. If the person has their page set up so that you can't send a message or an email, send an email to edit@findagrave.com and explain the situation. They will contact the person on your behalf.

The way Legacy is set up mirrors the way Find a Grave is set up, one memorial per person with no duplicates. While you are adding your Find a Grave numbers to your file you can help the Find a Grave community clean up the errors.

 

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 - Custom Event Sentences (Advanced)

Custom Event Sentences

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

Custom Event Sentences (Advanced)

It would be pretty hard for me to write a step-by-step tutorial for this topic because there are so many different ways you can go with the event definitions. Instead, I have listed some tips that will make the entire process go smoother. So why would you want to edit the default sentences anyway? This is a VERY powerful way to get your reports to read out exactly like you want. The default sentences are pretty generic but you can customize them to make your reports more interesting to read.

There are two ways to get to the Edit screen. The first is to go to View > Master Lists > Event Definition. Highlight the event you want to work with and click Edit over on the right.

Add/Edit an Event Definition screen
(click image to enlarge)

The second way is to access it from an individual's Edit Event screen. This is a bit of a shortcut in that it will bypass the Event Master List and take you directly to the Edit screen for that specific event. Simply click the Edit Event Sentence Definition button.

Edit Event screen
(click image to enlarge)

Now that you know where to find the Edit screen, here are the tips:

The Help File
There is a Help button on each of the edit screens that will take you to the appropriate topic in the Help File. Make sure that you also click the links in each of these articles to access the related topics. The Creating Event Sentences article is the meat and potatoes one but you must read all of the related topics as well.

Backup Your File
Before you get started, backup your file. I would backup your file after each event is customized. You can then go back to a certain restore point if you decide to go in a different direction with your sentences. You can change the names of the backups to reflect where you are in the process.
 
Trial and Error
Until you get good at this there will be a lot of trial and error involved. You will need to create and preview reports to test your sentences. One way to make your reports load faster is limit them to 2 generations, deselect the Table of Contents, Indexes, and Title Page, and untick every option on every tab EXCEPT the event boxes. Don't forget to click the Event Options button and tick every box there. On the Format tab click the Event Narrative Format button. You will need to run your sentences through different scenarios to make sure they work everywhere. This is easier if you always use the exact same event options but I don't so this is important to me. If you need help with the Report Options you can refer to Legacy 101 - Reports.
 
Options on the Include tab
(click image to enlarge)
 
Options on the Format tab
(click image to enlarge)
 
Consistency is Key
For your sentences to work right you need to be consistent with how you enter your data. You can build in some if-then scenarios which will take into consideration any unavoidable inconsistencies but as a general rule you should be entering each event type in a consistent manner.
 
Events and Roles
You can customize both Events and Roles using the same "codes." When you customize a role, that customization will be specific to the role that is tied to the event you are working with. This is important to understand if you have the same role name connected to multiple events. For example, you might have the role "Witness" for several different events. Customizing one does not effect the others.  As with events, you can get to the roles in two ways. The first is from the Add/Edit an Event Definition screen. Click the Roles for those Sharing this Event tab, highlight the role you want to edit, and then click the Edit Role button at the bottom.
 
Edit Role from the Event edit screen
(click image to enlarge)
 
This will bring you to the Add/Edit Event Role screen which looks very much like the Add/Edit an Event Definition screen.
 
Add/Edit Event Role screen
(click image to enlarge)
 
The other way is to access it after you have shared an event with someone and have assigned a roll to them. 
 
Edit Role Step 1 and 2
(click image to enlarge)
Edit Role Step 3 and 4
(click image to enlarge)
 
The Reset Button
You will see a Reset button on the Edit screen. If you click that you will see two options. One will reset your sentences back to the Legacy defaults but the other option will allow you to load the sentences from another event. This is a great time saver. Once you get one event just the way you like it, you can use those sentences as a template so that all you have to do is minor tweaking instead of starting from scratch every time. You can of course do this with roles as well.
 
Tagging
On the Master Event Definition screen you will see that you can tag events  I like to tag an event when I have finished constructing the sentences for that event so that I can see at a glance which ones have been done. This is just the way I use the Tags. You might already be using them for something else.

Give Yourself a Head Start
It is very likely that there are unused default events on your Master Event Definition List. You don't want to create sentences for events that you don't even use. You can purge these unused events. While on the Master Event Definition List screen, go to Options > Purge Unused. UNcheck the box that says Restore all original Event Types to this list.
 
Purge Unused Records
(click image to enlarge)
 
If you don't uncheck this box you will get all of the default events you are trying to purge re-added. You will also get a a second dialog box that says, WARNING! WARNING! WARNING!  Pay attention to this box! You need to click NO here or all of your sentences will be changed back to the default which means all of your hard work will have been for naught (did you backup your file?)  Better yet, if you get this dialog box that means you have made a mistake. You are better off clicking Cancel and starting over. 
 
Reset Sentences? dialog box
(click image to enlarge)
 
 
More "Codes"
In the drop down box you will see most of the codes but this isn't all of them. The rest are in the Help File (you might want to print out the list). 
 
Some Codes Only Work in Certain Places
For example, you can only use [CoupleNames] in Marriage Events and not in Individual Events. Why? If you were to try and use this code for an individual event Legacy would have no way to know which spouse you mean if the person has been married more than once. 
 
Font Attributes
The Windows formatting codes work here and the code will be visible so that you know exactly what you have done. Highlight the text you want to give an attribute to and then...
 
CTRL+B = Bold
CTRL+I= Italics
CTRL+U=Underline
CTRL+SHIFT++(the plus sign)=Superscript
 
You can also add the code manually (the text you want formatted goes BETWEEN the two codes)

Bold   «b» «/b»
Italics   «i» «/i»
Underline   «u» «/u»
Superscript   «sup» «/sup»

The Event Override
When you enter an event for someone you will notice that there is an Override tab. You can actually use the codes here but I wouldn't because it is a lot of work for something that will apply just to this one event. The only way it would be worth your while is if you are planning to change some of the details and you want the sentence to update itself. What I do instead is I simply type the sentence exactly the way I want it to read out. The override works well for unusual events that need to be worded in a way that the event definitions won't be able to do.
 
CAUTION #2
I already warned you about purging unused events to make sure that you don't accidentally reset everything back to the defaults but there is another place you need to be careful and that is in the List Cleanup (File > File Maintenance > List Cleanup). Make sure that the box next to Event Definitions is NOT checked!
 
List Cleanup
(click image to enlarge)
 
The good news is, if you accidentally check this box you will get the WARNING! WARNING! WARNING! just like you did when you purged your unused events. You will want to say NO.
 
Reset Sentences? dialog box
(click image to enlarge)

 

Caution #3
If you change languages you will lose your custom sentences. If you need to change languages, please work on a copy of your file (my preference) or backup your file and then restore that backup when you are done. Many of our reports allow you to change the report language without changing the underlying language of Legacy itself.

Language warning
(click image to enlarge)

Fun Bonus Feature!
Unless you are one of those people that REALLY pays attention to the Help File this is a feature that you might miss. You can customize the sample sentences that Legacy displays! Notice that the sample sentence has Seattle as a place name. I am a southern girl so Seattle has to go. If you click the little blue box a simple text file will pop up and you can make edits (for more info, please click the Help button on this screen). 

Bonus feature!
(click image to enlarge)

I only made a simple change to the location for this screenshot but you can completely customize the sentences. You will have to do this for the male individual event, female individual event, and the marriage event (there is a drop down box for these).

Location has been changed
(click image to enlarge)

 

I hope these tips will help you get started in customizing your event/role sentences without too much fear. Your reports will thank you.

 

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 - Research Guidance and the To-Do List (Intermediate)

Research Guidance and the To-Do-List

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

Research Guidance and the To-Do List (Intermediate)

I tried so hard not to miss anything when I did the series on the To-Do List but I missed one very important feature. First, here are the previous installments in this series. 

To-Do List Part I - How to access the To-Do List and general information
To Do List Part II - Entering a task
To Do List Part III - Filtering, Sorting, and Printing
Using the To-Do List with DNA

So what did I miss? There is a very handy feature in the Research Guidance. To access the Research Guidance go to Tools > Other Tools > Research Tools > Research Guidance. You will find some general information about the Research Guidance module in the article, Legacy 101 - Help With Your Research: Hints, Resesarch Guidance, Internet Searches.

Highlight the Source you want work with and then click Plan to Search.

Select the source
(click image to enlarge)

Now pick the Repository, if there is more than one listed, and then click Select.

Choose the Repository
(click image to enlarge)

The first time you do this you will get a popup box telling you that the item has been added to the To-Do List. You can tick the box on the screen to not see this popup again if you wish. Now open the person's To-Do List and you will see that a To-Do has been added! It has entered the repository information and it has started the source citation for you. The source citation will be in the Basic format so if you use SourceWriter you will need to replace this once you have done the search. If you use the Basic Style format all you will have to do is add the detail once you do the search. You can tweak this by adding a Locality which will give you more filtering options. You might want to change the category if you have your categories set up differently. You can also add more info on the Task Description tab. Even with this tweaking Legacy has done the bulk of the work for you.

To-Do Task
(click image to enlarge)

 

I am pretty sure that I have now covered everything to do with the To-Dos!

 

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 - Using the To-Do List with DNA (Intermediate)

TT - Using the To-Do List With DNA

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

Using the To-Do List with DNA (Intermediate)

 Previously: 

To-Do List Part I - How to access the To-Do List and general information
To Do List Part II - Entering a task
To Do List Part III - Filtering, Sorting, and Printing

This article on how to enter DNA tasks was a bit of an afterthought so I didn't make it part of the series. DNA is a specialized area and not all researchers use DNA evidence (though they should, if possible).

I am going to give you some examples of different DNA tasks that I use. One of the biggest things I use it for is correspondence. I contact so many people that it is hard for me to remember everything and keep it all straight. In a previous article, Recording DNA Matches, I showed you how I keep track of DNA correspondence as an event. I record this in both places, events and the To-Do List. Do I need to do it in both? I think so. I can run specialized DNA reports using a filtered To-Do List. On the Event List I can see just that person's DNA research which is also important to me. I can also run different sorts of reports using Search Lists of the events so recording it in both gives me a lot of flexibility.

HOWEVER, once I get a positive response I will delete that part of the correspondence from the event. For example, let's say I have sent an email to someone asking them to upload to GEDmatch. I will have that request recorded in both locations, as a To-Do Task and in an event. If they tested with MyHeritage it will be in the notes for their MyHeritage DNA event. If they write back and they tell me that they have uploaded to GEDmatch (THANK YOU!) I will close out the To-Do Task and I will erase that part of the notes in their MyHeritage DNA event. I have it permanently recorded in the To-Do List so at this point I don't need it in both places. I will also create a new GEDmatch event with their GEDmatch number. 

The below screenshots are made up tasks because most of my DNA tasks involve living people. I have a mixture of General and Individual To-Dos. The General To-Do's are things like running updates (for example, the "Snavely Tool") and reminders to watch certain DNA webinars. I also add resources that I need to check out but haven't yet (articles, blog posts, new websites, etc). I have a General To-Do that reminds me to check for new matches on GEDMatch every two weeks (I just keep changing the reminder date). The testing companies will send you an email alerting you of new matches but GEDmatch doesn't have this capability. Bonus info — On GEDmatch your new matches will be in green. They are green for 30 days but the green starts to fade over time so you can tell the newest ones from the ones that were uploaded a couple of weeks ago. These are very easy to spot when you scan your One To Many List.

The Individual tasks are where most of the work is done. I have several DNA categories that I use so that I can filter better and you will need to come up with categories that make sense to you (that is true for the To-Do List in general). I am still tweaking the way I enter tasks for DNA so my mindset might change. I do not enter a Location or a Repository for these tasks. I haven't found it to be necessary.

Example 1
(click image to enlarge)

 

Example 2
(click image to enlarge)

 

Example 3
(click image to enlarge)

 

Example 4
(click image to enlarge)

 

Did you notice that the first two examples are tagged but the last two are not? I explained why in To Do List Part II - Entering a task. Nutshell version - The first two tasks I have started working on but the second two I have not.

Here is a recap of the benefits of the To-Do List:

  • You will be creating a comprehensive Research Plan and Research/Correspondence Log which means you are more likely to accomplish your goals
  • You will have all of your results recorded, both positive and negative, which will help you re-evaluate your plan and further your research
  • You won't duplicate your efforts because you have forgotten what you have already done
  • You will be able to pick up right where you left off if you take a break from researching a particular ancestor
  • You can print out filtered lists of tasks that you can take with you to any repository that you visit
  • You can print out filtered lists for other researchers also working on the same ancestors so that they know exactly what you are working on and they won't duplicate your efforts

 I hope this series on the To-Do List has convinced you that entering these tasks is well worth the time and effort. 

 

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.


Finding the Legacy Family Tree Revision History

Revision History

I asked the developers to move the Revision History link so that it is more visible on the Legacy Home tab. 

Revision History
(click image to enlarge)

You can also go HERE to see it. 

Every time the developers issue a new update they will also update the Revision History so that you can see exactly which bugs have been fixed and if any enhancements have been made. Normally only minor enhancements will be in updates. Any new features will be in the next version of Legacy.  

  

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 Feature! Automatic GPS Conversion (Advanced)

New Feature! Automatic GPS Conversion (Advanced)

When looking at GPS coordinates, there are two main ways that latitude and longitude are recorded. It can be in Degrees, Minutes, Seconds (DMS) or Decimal Degrees (DD).  It will depend on which device (or website) you are using. I use my iPhone when I am recording the coordinates of cemeteries and it gives me the location in DD. Find a Grave also displays the location using DD. Google Maps will give it to you in both formats and Google Earth Pro prefers DMS.

Here are the two types of coordinates for Kiokee Baptist Church in Appling, Columbia, Georgia, United States. They both point to the same spot though they are in different formats. 

33°33'06.5"N, 82°19'09.0"W (DMS)
33.551816, -82.319165 (DD)

Legacy can read both formats automatically without having to manually convert AND you can copy and paste the full coordinates into the Latitude or Longitude box and Legacy will automatically split them between the two fields. You can now grab coordinates from any website with a simple copy and paste. 

Here is a screenshot from Find a Grave showing Mount Moriah Cemetery's GPS coordinates. They are in the DD format.

Find a Grave screenshot
(click image to enlarge)

 

Using the Windows copy command (CTRL-C) copy the coordinates to the Windows clipboard, 33.53822, -82.31503.  Paste these coordinates into the first box (Latitude) using the Windows paste command (CTRL-V). You can also paste into the Longitude box and get the same results.

Mailing Address screen
(click image to enlarge)

 

Legacy automatically reformats and splits the coordinates between the two fields.

Coordinates have been reformatted
(click image to enlarge)

 

If you copy and paste DMS coordinates that have the internal symbols, Legacy will strip the symbols for you so you can simply copy and paste those coordinates as well. 

I used an example of a "Mailing Address" for a cemetery but this feature is available anywhere that you can add coordinates such as the Distance and Bearing Calculator, the Combine Master Locations window, and the Add/Edit Location windows.

No more hand typing the coordinates and no more having to use the coordinate converter. You can copy and paste from any website and Legacy will convert the coordinates as needed. You can still hand type them in if you are getting the coordinates from a mobile GPS or phone.

 

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 To-Do List Part III (Intermediate)

The To-Do List Part III

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 To-Do List Part III (Intermediate)

Previously: 

To-Do List Part I - How to access the To-Do List and general information
To Do List Part II - Entering a task

In Part III of this series we are going to look at the different tabs on the main screen and how to use sorting and filtering to your advantage.

To-Do Tab
When you are on this tab you can go up and down your list and see a synopsis of each task. Notice that there is a tag button here so that you can tag or untag tasks on the fly. Also notice the button at the bottom which will take you to the current person highlighted in the list. If you double click the highlighted task it will open the task so that you can edit it. The number of tasks listed in the top bar are the number of your filtered tasks. I have mine set to only show open tasks so I have 18 that are still open.

To-Do tab
(click image to enlarge)

Description Tab
This tab will show you whatever you have entered in the Description box. You can go up and down the list with the tab selected and read all of your descriptions.

Results Tab
This tab will show the results of your searches. Since my list is filtered to only show open tasks none of the listed tasks will have results. Notice that the To-Do tab, the Description tab and the Repository tab have asterisks on them. That means there is information entered there. The Results tab does not have an asterisk which means there is no information entered. The last two tabs, Filter Options and Sort Order don't have asterisks because these are global tabs that don't apply to individuals. You will see these asterisks in other places in Legacy, namely the Merge screen and the Name List. 

Repository Tab
This will show the repositories that I have entered for each task

Filter Options Tab
The filter options give you complete control over what you see. I have mine filtered to only show Open tasks to include all categories, all localities, all types, tagged and untagged, and all priorities.  You can change your filtering to drill down to exactly where you need to see. If you change the filtering make sure you click the Apply Filter button. Also notice the Apply Filter Options when opening this To-Do List. You do NOT want to check this box if you are doing a temporary filter. If you then exit the To-Do List, Legacy will remember the last filtering you set using this box. Filtering become very important when you want to print a list and we will get to that.

Filter Options Tab
(click image to enlarge)

Sort Order Tab
The Sort Order governs the hierarchy of how you want your To-Do List to sort on your screen. This is independent of how your filter is set. For example, in this screenshot you see that I have the list to first sort by status which will bring all of my open tasks to the top of the list but I have the filtering set to only show open tasks so it is a bit moot. If I were to change my filtering to include closed tasks then this would kick in pushing the closed tasks to the bottom. Between filtering and sorting you can have your main To-Do List set show just the tasks you are interested in. The filtering also applies to the Individual task lists for each person.

SO

Printing

Now we are at the fun part, printing! You can print a specialized task list to use as a worksheet when you visit a specific repository or location. You can print a priority list of open tasks which you can use as a check off sheet to make sure you are getting those tasks done in a timely manner. You can print off the task list for a specific individual to get an overview of where you are in their research. You could narrow it to a specific category to see what you have done and what you still need to do to find a specific record for that person. There are so many possibilities here! This is where you can see a true research log and a true correspondence log (if you like to keep these separate).

And, you aren't limited to printing. You can export as a PDF or a CSV. This means you can share tasks with other researchers. They will be able to see what things you have planned to do so they can plan other things to avoid duplication. You can also show them everything that you have already done, again so that they don't duplicate your efforts. Or, maybe you have a friend that lives near a courthouse or state archive that is willing to do some leg work for you. You can send them a worksheet of tasks tailored to what they can do. Again, for this to work well you must be entering your tasks in a consistent manner. 

A couple of general things. This report functions much like any of the other reports so a familiarity with reports in general helps. Make sure that you look at the Change Fonts, Page Setup, and Printer Setup buttons over on the right. If you make a change such as printing Duplex don't forget that you have to tell Legacy in the Page Setup and you must also tell your printer in the Printer Setup. The Preview button is your friend. It is going to take you time to get your report exactly like you want, especially when it comes to formatting. For example, you might need to change your formatting to help tighten up the report so that it isn't as many pages or you might want to play around with how much note space you want to add depending on why you are printing this report.

On the main To-Do List click Print over on the right side. You can also access this from an Individual's To-Do List. 

Record Selection Tab

This is where you are going to tell Legacy who you want to include and which types of tasks; general, individual, or both. You can limit to a single person, tagged persons, a Focus Group(s), or everyone. You can also order and print by repository instead of by person. 

Record Selection tab
(click image to enlarge)


What to Include Tab

You will really need to pay attention to this screen because there is a lot of info here and you may not want everything to print so that you can save space. Notice that there is an option to add notes, both lined or unlined (blank box). You can make this as big as you need. This is great for taking to a repository so that you can write notes on each person. There are some places that will not let you bring your computer or a camera in while doing research.

Include tab
(click image to enlarge)


Filter Options Tab

The Filter Options work the exact same way as they do when you are filtering your To-Do List but it is completely independent of those settings. This screen governs the report only.

Filter Options Tab
(click image to enlarge)


Sort Order Tab

The same goes for the Sort Order tab. This governs your report only. Remember that filtering and sorting work together to get the results you need.

Sort Order tab
(click image to enlarge)

 

Sources Tab

You can include the sources that are attached to your tasks. If you have pictures attached to your Master Sources and/or Source Details you can include those too but this is better suited to PDF exports.

Sources tab
(click image to enlarge)

 

Congratulations!  You are now recording all of your research steps. There is one more thing I would like to mention because this is a frequent question. Should you record all of your internet searches? The answer is YES!  Why? All of the same reasons for any other search but with internet searches you will be recording your search parameters. The date you searched will become very important as well. For example, let's say you do a search at FamilySearch looking for Benjamin Simmons' Civil War compiled service record. You will want to know when you did the search and what name parameters you used to conduct the search. If the search is negative, I  keep the task open and give it a reminder date of 6 months. FamilySearch adds records all the time. If you watch their blog and see that they have updated this database then you are one step ahead. Also, let's say that you find out that Benjamin was known by Bennie. Did you search the name Bennie when you did your initial search? You won't know unless you have been keeping track. Maybe you thought Bennie was born in 1836 but he was really born in 1832. Did you search a range of dates? Different websites have some of the same databases but their indexes are different. If you search at more than one website for the same person in the same general database you will want to know this. I will say, if I am doing some internet searches on the fly and the results are POSITIVE (I find the record) I don't bother entering a task for that. However, if the results are NEGATIVE you can bet I am going to add one. Is seems like a lot of work but it will save you unnecessary work and frustration in the long run. Pretty soon entering To-Do tasks will be come so routine you won't even think about it.

Next week will be a bit of a bonus article on the To-Do List. I am going to show you some examples of how to enter DNA specific tasks.

 

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.