Re: [LegacyUG] Name change - how best to handle in Legacy?

[Cathy Pinner]

Yes add an AKA but you'll want more.
I'd add a Name Change event with notes explaining what you've discovered.
For most AKAs I just add a source but for significant name changes I add 
an Event so I can add notes.


In Reports you can choose to add AKAs and you can choose to add Events 
and you can in addition choose whether or not you add Event notes. See 
the Report Options.


Cathy

Ian Thomas wrote:


I have a person who emigrated from Victoria, Australia in the 19th 
century because of a financial fraud, and appeared in the USA with 
another name and the same wife and several children who were born in 
Australia.
When his presence in USA became known to me, I had assumed that his 
wife had re-married a brother or relative of his - ie, with the same 
surname, after his death. I have seen that scenario a couple of times.
But there is good proof that he merely changed his name (I was alerted 
to information about the fraud and disappearance after entering a 
second husband).
Is this conveniently handled as an aka with the full adopted name? How 
does Legacy handle that in various reports?


Ian Thomas
Albert Park, Victoria 3206 Australia
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[LegacyUG] Name change - how best to handle in Legacy?

[Ian Thomas]

I have a person who emigrated from Victoria, Australia in the 19th century 
because of a financial fraud, and appeared in the USA with another name and the 
same wife and several children who were born in Australia. 
When his presence in USA became known to me, I had assumed that his wife had 
re-married a brother or relative of his - ie, with the same surname, after his 
death. I have seen that scenario a couple of times.
But there is good proof that he merely changed his name (I was alerted to 
information about the fraud and disappearance after entering a second husband).
Is this conveniently handled as an aka with the full adopted name? How does 
Legacy handle that in various reports?  

Ian Thomas
Albert Park, Victoria 3206 Australia
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Re: [LegacyUG] Citing a Source

[Cathy Pinner]

Jane,

If you're going to the Assigned Sources screen to use the Source 
Clipboard, then you're not using it as efficiently as you can when using 
it from data entry screens. It may be time to rethink your work flow.


Cathy


Jane Linkswiler 
Friday, 28 July 2017 4:14 AM
Oh! I was going to say that's no so on v8 but then in looking further, I see 
that the button with the 3 horizontal lines is on the Individual Information 
screen. I pretty much use the individual's Sources screen where there is no 
button with the 3 horizontal lines.

Jane in Phoenix

-Original Message-
From: LegacyUserGroup [mailto:legacyusergroup-boun...@legacyusers.com] On 
Behalf Of Brian Kelly
Sent: Thursday, July 27, 2017 1:01 PM
To: Legacy User Group
Subject: Re: [LegacyUG] Citing a Source

There are two buttons with horizontal bars, one has a single bar and that one 
will only assign the clipboard source to the currently selected field. the one 
with three bars is below that single bar button, it will assign the clipboard 
source to all date, including any entered events.

The button with the solid square will assign the clipboard source to the 
"unspecified" field. This is a general assignment to the person not a specific 
piece of data.

Are you sure you are clicking on the button with three bars when you only get 
the source assigned to a single piece of data?

Brian Kelly

On 27-Jul-17 10:41 AM, Dennis Birke wrote:

Leon, regarding your first option, you say that “1 click on triple bar on left 
side of data entry screen assigns the clipboard source to all the fields for 
that person.”



When I try this, the clipboard source is copied into only one field – the field 
where the arrow is then located.  I understood you to be saying that if I 
proceeded in the manner you suggested, the clipboard source would be copied 
into every field where data had been entered for that person.  Is that correct? 
 If so, what do you think I’m doing wrong?

From: LegacyUserGroup [mailto:legacyusergroup-boun...@legacyusers.com]
On Behalf Of Leon Chapman
Sent: Wednesday, July 26, 2017 11:03 AM
To: Legacy User Group
Subject: Re: [LegacyUG] Citing a Source

You MUST cite each piece of data for every person.

You can do the sourcing in a few different ways.

1. Source each person and their data as you enter them using 1 master source&  
clipboard - this is what I would do.  This is pretty easy - create the master 
source and copy it to the clipboard.  Enter each person’s data and 1 click on 
triple bar on left side of data entry screen assigns the clipboard source to all 
the fields for that person.  So, basically, it is 1 more click on data entry to 
assign the source to that persons data.

2. Create a blank Legacy database and enter all the new people and then create 
1 master source
A. Then, source everyone and all their data using advanced sourcing.
B.  Import these people into your main database (Note:  you will need one 
common person in both databases to aid with the import/merging of people.

3. You can enter all the new people without any sourcing
 A.  Create 1 master source for these people
 B.  Tag all Descendants from the oldest person (sister) that gave you the 
information (Tag all of the new people with Tag 1)
 C.  Use Advanced Sourcing (From Tools) and assign the new source to 
everyone with a Tag 1 and all their data fields.

Any of these options work, but Options 2 and 3 require a little more knowledge 
of importing / merging / Tagging / Sourcing.  If you have less that about 15-20 
people, I would use option 1.  When you more than 20 people, then option 2 or 3 
will be much easier to accomplish the sourcing of everyone’s information.

Good luck.

Leon Chapman


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Dennis Birke 
Thursday, 27 July 2017 10:41 PM

Leon, regarding your first option, you say that “1 click on triple bar 
on left side of data entry screen assigns the clipboard source to all 
the fields for that person.”


When I try this, the clipboard source is copied into only one field – 
the field where the arrow is then located.  I understood you to be 
saying that if I proceeded in the manner you suggested, the clipboard 
source would be copied into every field where data had been entered 
for that person.  Is that correct?  If so, what do you think I’m doing 
wrong?


*From:* LegacyUserGroup 
[mailto:legacyusergroup-boun...@legacyusers.com] *On Behalf Of *Leon 
Chapman

*Sent:* Wednesday, July 26, 2017 11:03 AM
*To:* Legacy User Group 
*Subject:* Re: [LegacyUG] Citing a Source

You MUST cite each piece of data for every person.

You can do the sourcing in a few different ways.

1. Source each person and their data as you enter them using 1 master 
source & clipboard - this is what I would do.  This is pretty easy - 
create the master source and copy it to the clipboard.  Enter each 
person’s data and 1 click on triple 

Re: [LegacyUG] Citing a Source

[Leon Chapman]

Hope this helps.
Jane — I am in Surprise, AZ

Leon Chapman
chap...@gmail.com



> On Jul 27, 2017, at 1:14 PM, Jane Linkswiler  wrote:
> 
> Oh! I was going to say that's no so on v8 but then in looking further, I see 
> that the button with the 3 horizontal lines is on the Individual Information 
> screen. I pretty much use the individual's Sources screen where there is no 
> button with the 3 horizontal lines.
> 
> Jane in Phoenix
> 
> -Original Message-
> From: LegacyUserGroup [mailto:legacyusergroup-boun...@legacyusers.com 
> ] On Behalf Of Brian Kelly
> Sent: Thursday, July 27, 2017 1:01 PM
> To: Legacy User Group  >
> Subject: Re: [LegacyUG] Citing a Source
> 
> There are two buttons with horizontal bars, one has a single bar and that one 
> will only assign the clipboard source to the currently selected field. the 
> one with three bars is below that single bar button, it will assign the 
> clipboard source to all date, including any entered events.
> 
> The button with the solid square will assign the clipboard source to the 
> "unspecified" field. This is a general assignment to the person not a 
> specific piece of data.
> 
> Are you sure you are clicking on the button with three bars when you only get 
> the source assigned to a single piece of data?
> 
> Brian Kelly
> 
> On 27-Jul-17 10:41 AM, Dennis Birke wrote:
>> Leon, regarding your first option, you say that “1 click on triple bar on 
>> left side of data entry screen assigns the clipboard source to all the 
>> fields for that person.”
> 
>> When I try this, the clipboard source is copied into only one field – the 
>> field where the arrow is then located.  I understood you to be saying that 
>> if I proceeded in the manner you suggested, the clipboard source would be 
>> copied into every field where data had been entered for that person.  Is 
>> that correct?  If so, what do you think I’m doing wrong?
>> 
>> From: LegacyUserGroup [mailto:legacyusergroup-boun...@legacyusers.com] 
>> On Behalf Of Leon Chapman
>> Sent: Wednesday, July 26, 2017 11:03 AM
>> To: Legacy User Group 
>> Subject: Re: [LegacyUG] Citing a Source
>> 
>> You MUST cite each piece of data for every person.
>> 
>> You can do the sourcing in a few different ways.
>> 
>> 1. Source each person and their data as you enter them using 1 master source 
>> & clipboard - this is what I would do.  This is pretty easy - create the 
>> master source and copy it to the clipboard.  Enter each person’s data and 1 
>> click on triple bar on left side of data entry screen assigns the clipboard 
>> source to all the fields for that person.  So, basically, it is 1 more click 
>> on data entry to assign the source to that persons data.
>> 
>> 2. Create a blank Legacy database and enter all the new people and then 
>> create 1 master source
>>   A. Then, source everyone and all their data using advanced sourcing.
>>   B.  Import these people into your main database (Note:  you will need one 
>> common person in both databases to aid with the import/merging of people.
>> 
>> 3. You can enter all the new people without any sourcing
>>A.  Create 1 master source for these people
>>B.  Tag all Descendants from the oldest person (sister) that gave you the 
>> information (Tag all of the new people with Tag 1)
>>C.  Use Advanced Sourcing (From Tools) and assign the new source to 
>> everyone with a Tag 1 and all their data fields.
>> 
>> Any of these options work, but Options 2 and 3 require a little more 
>> knowledge of importing / merging / Tagging / Sourcing.  If you have less 
>> that about 15-20 people, I would use option 1.  When you more than 20 
>> people, then option 2 or 3 will be much easier to accomplish the sourcing of 
>> everyone’s information.
>> 
>> Good luck.
>> 
>> Leon Chapman
> 
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Re: [LegacyUG] Citing a Source

[Jane Linkswiler]

Oh! I was going to say that's no so on v8 but then in looking further, I see 
that the button with the 3 horizontal lines is on the Individual Information 
screen. I pretty much use the individual's Sources screen where there is no 
button with the 3 horizontal lines.

Jane in Phoenix

-Original Message-
From: LegacyUserGroup [mailto:legacyusergroup-boun...@legacyusers.com] On 
Behalf Of Brian Kelly
Sent: Thursday, July 27, 2017 1:01 PM
To: Legacy User Group 
Subject: Re: [LegacyUG] Citing a Source

There are two buttons with horizontal bars, one has a single bar and that one 
will only assign the clipboard source to the currently selected field. the one 
with three bars is below that single bar button, it will assign the clipboard 
source to all date, including any entered events.

The button with the solid square will assign the clipboard source to the 
"unspecified" field. This is a general assignment to the person not a specific 
piece of data.

Are you sure you are clicking on the button with three bars when you only get 
the source assigned to a single piece of data?

Brian Kelly

On 27-Jul-17 10:41 AM, Dennis Birke wrote:
> Leon, regarding your first option, you say that “1 click on triple bar on 
> left side of data entry screen assigns the clipboard source to all the fields 
> for that person.”

> When I try this, the clipboard source is copied into only one field – the 
> field where the arrow is then located.  I understood you to be saying that if 
> I proceeded in the manner you suggested, the clipboard source would be copied 
> into every field where data had been entered for that person.  Is that 
> correct?  If so, what do you think I’m doing wrong?
> 
> From: LegacyUserGroup [mailto:legacyusergroup-boun...@legacyusers.com] 
> On Behalf Of Leon Chapman
> Sent: Wednesday, July 26, 2017 11:03 AM
> To: Legacy User Group 
> Subject: Re: [LegacyUG] Citing a Source
> 
> You MUST cite each piece of data for every person.
> 
> You can do the sourcing in a few different ways.
> 
> 1. Source each person and their data as you enter them using 1 master source 
> & clipboard - this is what I would do.  This is pretty easy - create the 
> master source and copy it to the clipboard.  Enter each person’s data and 1 
> click on triple bar on left side of data entry screen assigns the clipboard 
> source to all the fields for that person.  So, basically, it is 1 more click 
> on data entry to assign the source to that persons data.
> 
> 2. Create a blank Legacy database and enter all the new people and then 
> create 1 master source
>A. Then, source everyone and all their data using advanced sourcing.
>B.  Import these people into your main database (Note:  you will need one 
> common person in both databases to aid with the import/merging of people.
> 
> 3. You can enter all the new people without any sourcing
> A.  Create 1 master source for these people
> B.  Tag all Descendants from the oldest person (sister) that gave you the 
> information (Tag all of the new people with Tag 1)
> C.  Use Advanced Sourcing (From Tools) and assign the new source to 
> everyone with a Tag 1 and all their data fields.
> 
> Any of these options work, but Options 2 and 3 require a little more 
> knowledge of importing / merging / Tagging / Sourcing.  If you have less that 
> about 15-20 people, I would use option 1.  When you more than 20 people, then 
> option 2 or 3 will be much easier to accomplish the sourcing of everyone’s 
> information.
> 
> Good luck.
> 
> Leon Chapman

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Re: [LegacyUG] Citing a Source

[Brian Kelly]

There are two buttons with horizontal bars, one has a single bar and 
that one will only assign the clipboard source to the currently selected 
field. the one with three bars is below that single bar button, it will 
assign the clipboard source to all date, including any entered events.


The button with the solid square will assign the clipboard source to the 
"unspecified" field. This is a general assignment to the person not a 
specific piece of data.


Are you sure you are clicking on the button with three bars when you 
only get the source assigned to a single piece of data?


Brian Kelly

On 27-Jul-17 10:41 AM, Dennis Birke wrote:

Leon, regarding your first option, you say that “1 click on triple bar on left 
side of data entry screen assigns the clipboard source to all the fields for 
that person.”



When I try this, the clipboard source is copied into only one field – the field 
where the arrow is then located.  I understood you to be saying that if I 
proceeded in the manner you suggested, the clipboard source would be copied 
into every field where data had been entered for that person.  Is that correct? 
 If so, what do you think I’m doing wrong?

From: LegacyUserGroup [mailto:legacyusergroup-boun...@legacyusers.com] On 
Behalf Of Leon Chapman
Sent: Wednesday, July 26, 2017 11:03 AM
To: Legacy User Group 
Subject: Re: [LegacyUG] Citing a Source

You MUST cite each piece of data for every person.

You can do the sourcing in a few different ways.

1. Source each person and their data as you enter them using 1 master source & 
clipboard - this is what I would do.  This is pretty easy - create the master 
source and copy it to the clipboard.  Enter each person’s data and 1 click on 
triple bar on left side of data entry screen assigns the clipboard source to all 
the fields for that person.  So, basically, it is 1 more click on data entry to 
assign the source to that persons data.

2. Create a blank Legacy database and enter all the new people and then create 
1 master source
   A. Then, source everyone and all their data using advanced sourcing.
   B.  Import these people into your main database (Note:  you will need one 
common person in both databases to aid with the import/merging of people.

3. You can enter all the new people without any sourcing
A.  Create 1 master source for these people
B.  Tag all Descendants from the oldest person (sister) that gave you the 
information (Tag all of the new people with Tag 1)
C.  Use Advanced Sourcing (From Tools) and assign the new source to 
everyone with a Tag 1 and all their data fields.

Any of these options work, but Options 2 and 3 require a little more knowledge 
of importing / merging / Tagging / Sourcing.  If you have less that about 15-20 
people, I would use option 1.  When you more than 20 people, then option 2 or 3 
will be much easier to accomplish the sourcing of everyone’s information.

Good luck.

Leon Chapman


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Re: [LegacyUG] Citing a Source

[Brian Kelly]

There are two buttons with horizontal bars, one has a single bar and 
that one will only assign the clipboard source to the currently selected 
field. the one with three bars is below that single bar button, it will 
assign the clipboard source to all date, including any entered events.


The button with the solid square will assign the clipboard source to the 
"unspecified" field. This is a general assignment to the person not a 
specific piece of data.


Are you sure you are clicking on the button with three bars when you 
only get the source assigned to a single piece of data?


Brian Kelly

On 27-Jul-17 10:41 AM, Dennis Birke wrote:

Leon, regarding your first option, you say that “1 click on triple bar on left 
side of data entry screen assigns the clipboard source to all the fields for 
that person.”



When I try this, the clipboard source is copied into only one field – the field 
where the arrow is then located.  I understood you to be saying that if I 
proceeded in the manner you suggested, the clipboard source would be copied 
into every field where data had been entered for that person.  Is that correct? 
 If so, what do you think I’m doing wrong?

From: LegacyUserGroup [mailto:legacyusergroup-boun...@legacyusers.com] On 
Behalf Of Leon Chapman
Sent: Wednesday, July 26, 2017 11:03 AM
To: Legacy User Group 
Subject: Re: [LegacyUG] Citing a Source

You MUST cite each piece of data for every person.

You can do the sourcing in a few different ways.

1. Source each person and their data as you enter them using 1 master source & 
clipboard - this is what I would do.  This is pretty easy - create the master 
source and copy it to the clipboard.  Enter each person’s data and 1 click on 
triple bar on left side of data entry screen assigns the clipboard source to all 
the fields for that person.  So, basically, it is 1 more click on data entry to 
assign the source to that persons data.

2. Create a blank Legacy database and enter all the new people and then create 
1 master source
   A. Then, source everyone and all their data using advanced sourcing.
   B.  Import these people into your main database (Note:  you will need one 
common person in both databases to aid with the import/merging of people.

3. You can enter all the new people without any sourcing
A.  Create 1 master source for these people
B.  Tag all Descendants from the oldest person (sister) that gave you the 
information (Tag all of the new people with Tag 1)
C.  Use Advanced Sourcing (From Tools) and assign the new source to 
everyone with a Tag 1 and all their data fields.

Any of these options work, but Options 2 and 3 require a little more knowledge 
of importing / merging / Tagging / Sourcing.  If you have less that about 15-20 
people, I would use option 1.  When you more than 20 people, then option 2 or 3 
will be much easier to accomplish the sourcing of everyone’s information.

Good luck.

Leon Chapman


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Re: [LegacyUG] Web page creation

[Gene Young]

On 7/26/2017 5:51 PM, Jane Sarles wrote:

So..can someone enlighten me as to what TNG is?  I googled it and got 
mostly Star Trek stuff - nothing relating to genealogy web pages.

Jane


If you Google TNG Genealogy the first answer is:

The Next Generation of Genealogy Sitebuilding ("TNG")


--

Gene Young
Researching Young, Harer, Cox & Sallada
With Legacy Family Tree
http://myyoungs.atspace.com/index.htm

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Re: [LegacyUG] Citing a Source

[Dennis Birke]

Leon, regarding your first option, you say that “1 click on triple bar on left 
side of data entry screen assigns the clipboard source to all the fields for 
that person.”  

 

When I try this, the clipboard source is copied into only one field – the field 
where the arrow is then located.  I understood you to be saying that if I 
proceeded in the manner you suggested, the clipboard source would be copied 
into every field where data had been entered for that person.  Is that correct? 
 If so, what do you think I’m doing wrong?

 

From: LegacyUserGroup [mailto:legacyusergroup-boun...@legacyusers.com] On 
Behalf Of Leon Chapman
Sent: Wednesday, July 26, 2017 11:03 AM
To: Legacy User Group 
Subject: Re: [LegacyUG] Citing a Source

 

You MUST cite each piece of data for every person.

 

You can do the sourcing in a few different ways.

1. Source each person and their data as you enter them using 1 master source & 
clipboard - this is what I would do.  This is pretty easy - create the master 
source and copy it to the clipboard.  Enter each person’s data and 1 click on 
triple bar on left side of data entry screen assigns the clipboard source to 
all the fields for that person.  So, basically, it is 1 more click on data 
entry to assign the source to that persons data.

 

2. Create a blank Legacy database and enter all the new people and then create 
1 master source

  A. Then, source everyone and all their data using advanced sourcing.   

  B.  Import these people into your main database (Note:  you will need one 
common person in both databases to aid with the import/merging of people.

 

3. You can enter all the new people without any sourcing

   A.  Create 1 master source for these people

   B.  Tag all Descendants from the oldest person (sister) that gave you the 
information (Tag all of the new people with Tag 1)

   C.  Use Advanced Sourcing (From Tools) and assign the new source to everyone 
with a Tag 1 and all their data fields.

 

 

Any of these options work, but Options 2 and 3 require a little more knowledge 
of importing / merging / Tagging / Sourcing.  If you have less that about 15-20 
people, I would use option 1.  When you more than 20 people, then option 2 or 3 
will be much easier to accomplish the sourcing of everyone’s information.

 

Good luck.


Leon Chapman
chap...@gmail.com  



 

On Jul 26, 2017, at 7:36 AM, Dennis Birke mailto:dpbi...@gmail.com> > wrote:

 

I’ve been using Legacy for several years, but I’m only beginning to cite 
sources.  So, I’m still trying to figure out the best way to handle citations.  
Here is the situation I’m currently grappling with:

 

Until recently, my family database did not include information about the 
descendants of one of my great-grandfather’s sisters.  I recently connected 
with the daughter of the sister and she has provided me with fairly complete 
information about all of the sister’s descendants – about 40 people when you 
include spouses.  (You can imagine my delight in getting this treasure trove of 
information in one fell swoop!)

 

Since this information was fairly hard to come by, I’d like to cite the source 
(i.e., personal correspondence from the daughter).  But, it feels like 
“overkill” to generate a citation to this source for each of four or five 
fields of data for each of about 40 people.  That’s a lot of repetitive work 
(even when using the clipboard) and that will generate a lot of duplicate 
footnotes in a descendants report (which is the type of report I most 
frequently generate).  So, I have been considering preparing one citation 
(probably connected with the sister) saying something like:  “Unless otherwise 
noted, all cited information regarding [Sister X} and her descendants was 
obtained from [Name of daughter] by letter dated .”  

 

The problem I see with this approach is that for certain kinds of reports, the 
single citation tied to the sister may not be included in the report and there 
will be nothing cited for a the many descendants.  

 

How would those of you familiar with citation practices handle this situation?

 

Thanks for any assistance you can provide.

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