Friday, March 27, 2015

Evernote Tips and Tricks from Around the Web


Here are some Evernote tips and tricks from around the web that I found this week.


Hopefully you will get some Evernote inspiration and give it a try with your genealogy research!


Sunday, March 22, 2015

Merging duplicates in Legacy

I accidentally added Raymond Hunter as a child of Ray Arthur Hunter but they are the same person. I could delete Ray but then I would have to add all of his information to Raymond {I don't like typing that much}. 


 Legacy has a merge feature built in that will allow you to combine duplicate people in your database.  Since they are father and son Legacy will not let me merge the two.  First, I have to unlink Raymond from his parents and then I can merge them.

After I unlinked Raymond I went to Ray {the father} and then clicked on the Tools tab in the top menu bar in Legacy and then clicked on Merge Duplicates. {See image below}.


You are given 3 options 1 Manual Merge, 2 Find Duplicates, and 3 Not-Dup list {this gives you a list of individuals marked as not duplicates}.  I chose the first one, Manual Merge which you can see in the image above.  {If you choose Find duplicates Legacy will look in your database for duplicate entries and let you decide what to merge.}

The image below is the window that opens once you select Manual Merge.  Ray Arthur Hunter is the one I want to merge Raymond Hunter into.  Click on Select Right Individual {in the red box in the image below} and this will allow you to select the person  you want to merge.


This is where you select the person to merge.  In the red box you see Ray Arthur Hunter and just below him there is Raymond Hunter.


I highlighted Raymond and checked his information to make sure he was the correct person by clicking on the tabs in the red box.  These tabs let you view the selected individuals information; it is a good idea to check these to confirm that you have the correct individual when doing a manual merge.  Then I clicked on Select {next to the search boxes marked with the green arrow.}



Here is where you begin to merge your two individuals.  Ray Arthur Hunter is the person I wan to keep and he is on the left and Raymond Hunter is the want I want to merge and he is on the right.  Select the information you want to keep by clicking on the dial in front of the information.


Make sure you go through each tab and check that the information you want to keep is selected.  The image below shows the events tab.  There is a story attached to Raymond that I want to move to Ray.  I highlighted the event and then clicked on Copy below Raymond's information.


This moves the story event to Ray.  Then continue on to each tab until you have all of you information moved over.



Once you are sure you have everything you want to merge selected or moved over to the other person you will click on Merge Right Individual into Left Individual.


This box will open once the merge is completed. Go to the person you merged and check to make sure everything looks the way it should.


You can undo your merge by going to the Tools menu and selecting Undo Merge from the toolbar if something did not merge the way you wanted.


I periodically check for duplicates to make sure I did not accidentally add someone twice; it helps keep my database clean.

If you have any questions at all please let me know.

Happy Sunday!

Thursday, March 19, 2015

Cleaning up Legacy using reports!

Last week I had a request for some information on my Hunter line to help a cousin with some researching.  I was so excited I had someone else interested in my Hunters!  I quickly went in to Legacy and put together a descendant report for William Wallace Hunter {my 3rd great grandfather}.



I thought, how hard can it be to create a descendant report for William?  I went to the Report Menu and in the pop up window selected Descendant but when I previewed it it only gave names and birth and death dates.  This was not what I wanted.  After playing around I found that I had to go to the Books tab (see image below) and select the Descendant Narrative.


In the next window there were a lot of options to choose from.  After selecting and deselecting options and previewing I came to a report that I liked {and I saved my report layout for next time..yay!}. I skimmed through the report and then emailed it off.  A day or two later I wanted to look something up in the report that I had created and once I stated looking mistakes started jumping out all over the place.  I ended up printing all 30 pages minus the citations and started going through each person listed and making corrections.  The image below shows the 1900 Census twice for George Hunter.  A lot of them had a census in the report twice because they had two events for the same census because I had created an individual census event and then ended up sharing another census event for the same census from another person.  What a mess...but it is all fixed now! {at least for these people}


It took me a few days to get through the whole report {I was off work sick so this gave me something to do}.

My tip to you all is to print out your reports even if you don't need a printed copy and take some time and go through it.  I was surprised at all the mistakes and duplicate information that I found.  It did take a few days working on it a few hours each day but it was worth it!
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