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Tagging in Legacy

Tagging in Legacy helps me keep track of projects and direct line ancestors.  There are advanced tagging options for individuals and marriages.


In the image above on Joseph Thomas you can see that he is tagged on #1, #4 and #9 and in the marriage section there are not tags.

The image below shows what the advanced tagging window looks like.  If you right click on the tags (see above image) the Advanced Tagging window will open.



In the image to the left, is a close up view of the Advanced Tagging window.  #1 is the individual person whose tags you right clicked on to open the Advanced Tagging window.  Clicking on change will bring up another window where you can choose a different person.  #2 shows what tags are active for the individual.  If you click on a tag number you can make that tag active for the individual.  #3 is where you can make changes to other peoples tags without going to each individual person.  #4 is where you put the tag descriptions.  Make sure you don't skip this step so you know why you have people tagged on certain numbers.  #5 lets you choose three tags that will show up in lists (when you create a search list the three tags will show up in your list of people).  In the image above you can see that Joseph Thomas is tagged on 1, 4 and 9.  Tag #1 means he is in my husband's direct line, #4 tells me that I need to add a Find A Grave event, and #9 tells me that something needs to be done...in this case there are to dos that need to be taken care of so I can fill in some Events.

My tags change often as I work on projects.  Right now I am trying to figure out what Rutan's belong to my Alvah Rutan so they are all unlinked from my tree in Legacy and tagged on #8 so I can find them quickly.  I have also been trying to clean up some messes in my database so I tagged everyone in my database on #9 and when I come across people tagged on #9 I will figure out what needs to be done and delete the tag once it has been taken care of; there are a few that don't need anything done so I just delete the tag.  I also use tagging when I am creating search lists to help narrow down my people even more.

How do you use the tagging feature in Legacy??


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How I Use Evernote for My Genealogy.

NOTE: 2 Feb 2014 -- Link updated to shared notebook

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Today I did a Google+ hangout on air about Evernote for Genealogy.   Once I watched the video I saw that I was not a very good cameraman!

Hopefully this will clear up any questions you may have.





How I use Evernote for my genealogy.

I use Evernote to store everything including my genealogy research.
You want to use Evernote in a way that makes sense to you.  Tags, notebooks, no tags or no notebooks; do whatever works the best for you.
Notebooks (the blue box)
Notebooks are sorted alphabetically so if there are notebooks you want at the top of your list you can use ! or @ or ~ in front of your notebook title.  In my image, for example, I have my INBOX notebook with an ! in front to keep this notebook at the top of the list.  I use a ~ to keep my GENEALOGY notebook stacks together.  I have an ARCHIVE notebook and in front of that I put an x to keep it at the bottom of …