Legacy question on marking individuals

[Mike Christie]

I have a question about something I'd like to do in Legacy; I was
hoping someone here might know a way to do it.

I have been transcribing a good deal of information, that I've found
on places like Gencircles, that may or may not be accurate. I
incorporate this information into my tree, and then go through each
individual and connection and try to find independent sources to
confirm what I've got. What I'd like to do is find a way to mark the
people that I've done this for, so that as I scan the tree I can
quickly spot the people for whom I feel the research is complete.

Currently what I'm doing is making a note in the Research Notes tab
that gives my estimate of how likely the connection to the parents is.
I do this last, after having found as many other records as I easily
can. The trouble is that when I pick up the work after a month's
break (as I'm now doing) I have forgotten where in the tree I had
reached, so I'm having to poke through the research notes for each
individual to see if I've worked on them yet.

Ideally I'd like something like colour coding: green meaning they're
up to date; red meaning I've got no primary records for them, only
third party information; yellow meaning I have some primary data but
it is incomplete; and grey meaning I have not gone back through and
evaluated this person yet.

Is there another way to achieve what I am looking for?

Thanks

Mike

[Doug McDonald]

Mike Christie wrote:

I have a question about something I'd like to do in Legacy; I was
hoping someone here might know a way to do it.


Currently what I'm doing is making a note in the Research Notes tab
that gives my estimate of how likely the connection to the parents is.
I do this last, after having found as many other records as I easily
can. The trouble is that when I pick up the work after a month's
break (as I'm now doing) I have forgotten where in the tree I had
reached, so I'm having to poke through the research notes for each
individual to see if I've worked on them yet.

What I have done is add some new Child Status conditions,
like "tentative1" "tentative2" etc.. These can be searched for and
it gives you a list.


But your are really right ... the lines on the Pedigree View
should be color coded (or dotted or dashed lines, etc.) to match.

Doug McDonald

[David Wilkinson]

[email protected] (Mike Christie) wrote in
news:[email protected]:

I have a question about something I'd like to do in Legacy; I was
hoping someone here might know a way to do it.

I have been transcribing a good deal of information, that I've found
on places like Gencircles, that may or may not be accurate. I
incorporate this information into my tree, and then go through each
individual and connection and try to find independent sources to
confirm what I've got. What I'd like to do is find a way to mark the
people that I've done this for, so that as I scan the tree I can
quickly spot the people for whom I feel the research is complete.

I am sure there are other ways to do this, but here is one way. Click on

the NAME LIST button at the top of the main window. You should see a list
of all the people in your current file. To the right of the NAME column
is the SEX column and to the right that are columns labeled 1, 2 and 3
(if you are still using the default setup). These are tags to be used as
you see fit. Double click in the box in the column under 1 next to the
person you want to tag. An X should appear there. This person is now
tagged and can be located later with the search functions. The search
function can create a list of people who have been tagged.

At the bottom of this window is an OPTIONS button. Click on it and you
should see an ADVANCED TAGGING option. If you click on it you will see a
window that will allow you to add a description for each type of tag.

Ideally I'd like something like colour coding: green meaning they're
up to date; red meaning I've got no primary records for them, only
third party information; yellow meaning I have some primary data but
it is incomplete; and grey meaning I have not gone back through and
evaluated this person yet.

I don't think color coding is available (yet).

Is there another way to achieve what I am looking for?

Look at the help file under TAGGING and the associated searching.

[Donna]

Mike,

Legacy has a mailing list that is helpful with needs such as yours. Post
your request to the group, and I guarantee you'll get some ideas and
possible answers.

To subscribe, go to:

http://www.legacyfamilytree.com/LegacyLists.asp

And to be able to post to the group, you'll need to send your messages in
plain text rather than HTML.

Donna in Texas

"Mike Christie" <[email protected]> wrote in message
news:[email protected]...

I have a question about something I'd like to do in Legacy; I was
hoping someone here might know a way to do it.

I have been transcribing a good deal of information, that I've found
on places like Gencircles, that may or may not be accurate. I
incorporate this information into my tree, and then go through each
individual and connection and try to find independent sources to
confirm what I've got. What I'd like to do is find a way to mark the
people that I've done this for, so that as I scan the tree I can
quickly spot the people for whom I feel the research is complete.

Currently what I'm doing is making a note in the Research Notes tab
that gives my estimate of how likely the connection to the parents is.
I do this last, after having found as many other records as I easily
can. The trouble is that when I pick up the work after a month's
break (as I'm now doing) I have forgotten where in the tree I had
reached, so I'm having to poke through the research notes for each
individual to see if I've worked on them yet.

Ideally I'd like something like colour coding: green meaning they're
up to date; red meaning I've got no primary records for them, only
third party information; yellow meaning I have some primary data but
it is incomplete; and grey meaning I have not gone back through and
evaluated this person yet.

Is there another way to achieve what I am looking for?

Thanks

Mike

[Ron Parsons]

In article <[email protected]>,
[email protected] (Mike Christie) wrote:

I have a question about something I'd like to do in Legacy; I was
hoping someone here might know a way to do it.

I have been transcribing a good deal of information, that I've found
on places like Gencircles, that may or may not be accurate. I
incorporate this information into my tree, and then go through each
individual and connection and try to find independent sources to
confirm what I've got. What I'd like to do is find a way to mark the
people that I've done this for, so that as I scan the tree I can
quickly spot the people for whom I feel the research is complete.

Currently what I'm doing is making a note in the Research Notes tab
that gives my estimate of how likely the connection to the parents is.
I do this last, after having found as many other records as I easily
can. The trouble is that when I pick up the work after a month's
break (as I'm now doing) I have forgotten where in the tree I had
reached, so I'm having to poke through the research notes for each
individual to see if I've worked on them yet.

Ideally I'd like something like colour coding: green meaning they're
up to date; red meaning I've got no primary records for them, only
third party information; yellow meaning I have some primary data but
it is incomplete; and grey meaning I have not gone back through and
evaluated this person yet.

Is there another way to achieve what I am looking for?

Thanks

Mike

Marking individuals is such a standard in Reunion for Macintosh that I'm
surprised to hear that other programs do not do it. Being marked or not
marked is always a part of the selection process for any listing,
report, merge, export, you name it. A set of marks can be saved under
any name you choose and restored at any time. I takes just moments to
create a set of marks for all the ancestors, descendants, or related
people as well. I use marks for people from a particular county which
has extensive death, burial and obituary information in a single data
base.

Reunion has another option which might be even more suited to your task
and that is a flag that can be set when you feel the research is
complete on an individual. There is also a flag to mark a person who is
at the end of the line. These are just the preset included flags. You
can create your own with any name you choose and search for them.

--
Ron Parsons

[Bill Harrison]

Hi Ron, Donna and All

If you attach a source to any information it gives you the chance to put a
surety level against the info ....

To do this ... put your cursor in the box where the info resides then click
on the "stack of books" icon adjacent the surname box, make sure you have
the right event highlighted, then click on "cite a master source", choose
the source from the list, then click on select, another box appears which
allows you to put a surety level and other details against that source for
THAT record.

regards

Bill


----- Original Message -----
From: "Ron Parsons" <[email protected]>
To: <[email protected]>
Sent: Monday, December 06, 2004 1:26 PM
Subject: Re: Legacy question on marking individuals

In article <[email protected]>,
[email protected] (Mike Christie) wrote:

I have a question about something I'd like to do in Legacy; I was
hoping someone here might know a way to do it.

I have been transcribing a good deal of information, that I've found
on places like Gencircles, that may or may not be accurate. I
incorporate this information into my tree, and then go through each
individual and connection and try to find independent sources to
confirm what I've got. What I'd like to do is find a way to mark the
people that I've done this for, so that as I scan the tree I can
quickly spot the people for whom I feel the research is complete.

Currently what I'm doing is making a note in the Research Notes tab
that gives my estimate of how likely the connection to the parents is.
I do this last, after having found as many other records as I easily
can. The trouble is that when I pick up the work after a month's
break (as I'm now doing) I have forgotten where in the tree I had
reached, so I'm having to poke through the research notes for each
individual to see if I've worked on them yet.

Ideally I'd like something like colour coding: green meaning they're
up to date; red meaning I've got no primary records for them, only
third party information; yellow meaning I have some primary data but
it is incomplete; and grey meaning I have not gone back through and
evaluated this person yet.

Is there another way to achieve what I am looking for?

Thanks

Mike

Marking individuals is such a standard in Reunion for Macintosh that I'm
surprised to hear that other programs do not do it. Being marked or not
marked is always a part of the selection process for any listing,
report, merge, export, you name it. A set of marks can be saved under
any name you choose and restored at any time. I takes just moments to
create a set of marks for all the ancestors, descendants, or related
people as well. I use marks for people from a particular county which
has extensive death, burial and obituary information in a single data
base.

Reunion has another option which might be even more suited to your task
and that is a flag that can be set when you feel the research is
complete on an individual. There is also a flag to mark a person who is
at the end of the line. These are just the preset included flags. You
can create your own with any name you choose and search for them.

--
Ron Parsons

[Doug McDonald]

Bill Harrison wrote:

Hi Ron, Donna and All

If you attach a source to any information it gives you the chance to put a
surety level against the info ....

To do this ... put your cursor in the box where the info resides then click
on the "stack of books" icon adjacent the surname box, make sure you have
the right event highlighted, then click on "cite a master source", choose
the source from the list, then click on select, another box appears which
allows you to put a surety level and other details against that source for
THAT record.

Yes, but that marks SOURCES, not LINES. There is a huge difference.

The suggestion I made allows you to mark lines without
using up tags.

The real need, however, is to indicate this marking of lines on
displayed charts and reports.

By "line" I mean an ancestral line, that is, the connection
between a child and their parents.

Doug McDonald

[Hugh Watkins]

"Mike Christie" <[email protected]> wrote in message
news:[email protected]...

I have a question about something I'd like to do in Legacy; I was
hoping someone here might know a way to do it.

I have been transcribing a good deal of information, that I've found
on places like Gencircles, that may or may not be accurate. I
incorporate this information into my tree, and then go through each
individual and connection and try to find independent sources to
confirm what I've got. What I'd like to do is find a way to mark the
people that I've done this for, so that as I scan the tree I can
quickly spot the people for whom I feel the research is complete.

Currently what I'm doing is making a note in the Research Notes tab
that gives my estimate of how likely the connection to the parents is.
I do this last, after having found as many other records as I easily
can. The trouble is that when I pick up the work after a month's
break (as I'm now doing) I have forgotten where in the tree I had
reached, so I'm having to poke through the research notes for each
individual to see if I've worked on them yet.

Ideally I'd like something like colour coding: green meaning they're
up to date; red meaning I've got no primary records for them, only
third party information; yellow meaning I have some primary data but
it is incomplete; and grey meaning I have not gone back through and
evaluated this person yet.

Is there another way to achieve what I am looking for?

the way I write dates gives me the clue

abt. about is usually from a census for example
then I review a simple ancestor tree to look for gaps

Hugh W

[Mike Christie]

Thanks to everyone who responded. Tags does look like what I need; I
will be using that, and I'll see how it goes. I'm also going to
subscribe to the Legacy UG list and ask about the lines there -- I agree
with Doug that it would be great to have a way to colour the lines.
Ron, with regard to the marks in Reunion, it seems from what I
understand of Legacy tags so far that the tags serve the same purpose as
the marks to in Reunion.

Thanks to all.

Mike

[Ron Parsons]

In article <[email protected]>,
Mike Christie <[email protected]> wrote:

Thanks to everyone who responded. Tags does look like what I need; I
will be using that, and I'll see how it goes. I'm also going to
subscribe to the Legacy UG list and ask about the lines there -- I agree
with Doug that it would be great to have a way to colour the lines.
Ron, with regard to the marks in Reunion, it seems from what I
understand of Legacy tags so far that the tags serve the same purpose as
the marks to in Reunion.

Thanks to all.

Mike

I hope that works out for you. Reunion has a very powerful search
facility that creates lists, then you have the option of marking or
unmarking everyone in the list. That saves a lot of work. I would hope
that Legacy will do the same for you.

--
Ron Parsons

[Helen Castle]

I hope that works out for you. Reunion has a very powerful search
facility that creates lists, then you have the option of marking or
unmarking everyone in the list. That saves a lot of work. I would hope
that Legacy will do the same for you.

--
Ron Parsons

Legacy has the same 2 functions.

You can use any one of 9 tags to mark.

Helen Castle
Narangba Qld

[Ron Parsons]

In article <[email protected]>,
"Helen Castle" <[email protected]> wrote:

I hope that works out for you. Reunion has a very powerful search
facility that creates lists, then you have the option of marking or
unmarking everyone in the list. That saves a lot of work. I would hope
that Legacy will do the same for you.

--
Ron Parsons

Legacy has the same 2 functions.

You can use any one of 9 tags to mark.

I suspect your tags are more similar to the flags in Reunion. The
initial ones are for Clergy, Earliest Ancestor, Military, and Research
Complete. I've added one for Imported. There is no limit to the number
you can create.

Marks are very different in that you can save sets of marks under any
name you chose, and reapply them at a later time. You can use marked or
unmarked as a selection for merges, reports, charts, exports, imports,
or lists. There is no limit to the number of sets of marks.

--
Ron Parsons

[Helen Castle]

Having never used Reunion I dont know but what you describe as a mark is
extremely similar to tags in Legacy - they can be added removed, named,
changed, used for including and excluding, making lists etc

There are 9 available, you can choose to show 3 of the 9 on the data display
screen, they have an option to be on or off and you can choose what colour
they are. They can be added in all sorts of ways and can be removed the
same way.

Helen Castle
Narangba Qld


"Ron Parsons" <[email protected]> wrote in message
news:[email protected]...

In article <[email protected]>,
"Helen Castle" <[email protected]> wrote:

I hope that works out for you. Reunion has a very powerful search
facility that creates lists, then you have the option of marking or
unmarking everyone in the list. That saves a lot of work. I would hope
that Legacy will do the same for you.

--
Ron Parsons

Legacy has the same 2 functions.

You can use any one of 9 tags to mark.

I suspect your tags are more similar to the flags in Reunion. The
initial ones are for Clergy, Earliest Ancestor, Military, and Research
Complete. I've added one for Imported. There is no limit to the number
you can create.

Marks are very different in that you can save sets of marks under any
name you chose, and reapply them at a later time. You can use marked or
unmarked as a selection for merges, reports, charts, exports, imports,
or lists. There is no limit to the number of sets of marks.

--
Ron Parsons

[Ron Parsons]

In article <[email protected]>,
"Helen Castle" <[email protected]> wrote:

Having never used Reunion I dont know but what you describe as a mark is
extremely similar to tags in Legacy - they can be added removed, named,
changed, used for including and excluding, making lists etc

There are 9 available, you can choose to show 3 of the 9 on the data display
screen, they have an option to be on or off and you can choose what colour
they are. They can be added in all sorts of ways and can be removed the
same way.

Helen Castle
Narangba Qld


"Ron Parsons" <[email protected]> wrote in message
news:[email protected]...
In article <[email protected]>,
"Helen Castle" <[email protected]> wrote:

I hope that works out for you. Reunion has a very powerful search
facility that creates lists, then you have the option of marking or
unmarking everyone in the list. That saves a lot of work. I would hope
that Legacy will do the same for you.

--
Ron Parsons

Legacy has the same 2 functions.

You can use any one of 9 tags to mark.

I suspect your tags are more similar to the flags in Reunion. The
initial ones are for Clergy, Earliest Ancestor, Military, and Research
Complete. I've added one for Imported. There is no limit to the number
you can create.

Marks are very different in that you can save sets of marks under any
name you chose, and reapply them at a later time. You can use marked or
unmarked as a selection for merges, reports, charts, exports, imports,
or lists. There is no limit to the number of sets of marks.

--
Ron Parsons

They do seem similar with the big difference being the limits of 3 and 9
that you mention, where as there are no limits to the number of sets of
marks, nor to the number of flags.

--
Ron Parsons