Still confused about the tagging feature in Legacy.
I'm still confused about the best way to use the tagging feature in Legacy. Can someone give me some ideas around how they use the tags?
We started out as a Google+ Community - it is closing down so we have migrated here to Blogger. This will be the place for 6+ years worth of posts and comments (an archive of sorts) as well as the place to dish up current questions, comments, and tips about our genealogy software of choice, Legacy Family Tree.
Ron Ware , great question. I too am struggling with tagging. One example that was shared with me was to find all the birth facts that are not sourced. Here I thought I had none, as I am rather fanatical about that. Guess what?? I have about 14 birth events that have no source. WHAT??? Anyway, that is now tagged as a group so that I can search down what happened to the sources.
ReplyDeleteI will be following along with the answers here, I am sure there are some great examples.
Linda McCauley and Tessa Keough and others have covered this, here and in our HOA's/YouTube videos. And, yes, I need to review those again as well.
Anyone have a TIME machine?? I need a loan, of MANY extra hours!
Carol Stevens Thanks for the tip Carol. I look forward to hearing how others use the tagging feature.
ReplyDeleteOne of the ways I use tagging is to have a direct line of my paternal side (Tag 1) and direct line of my maternal side (Tag 2). Those tags are permanent. This way I can do any reports (including the calendar ones) and at the "who to include" I use tag 1 or tag 2 - (useful for my blogging meme).
ReplyDeleteWhen I wanted to work with FindAGrave, I did a search for people who died in the USA in a certain timeframe and who did not already have an event/fact of FindAGrave. Then I tagged all those people as possibilities for research with FindAGrave. Made that a project and got my nieces to help me with it. You can make your list and work through when you have the time.
When I am working in my Legacy database and notice something off factwise or citation-wise, I don't stop what I am doing (focus) but I do tag the person so I can get back to it (those questions are always my permanent Tag 9).
Just some examples - how do others use tags?
I love and use tagging a lot! Use it whenever you want to save a focused search. You can also tag within a tag which is nice. Some tags I keep forever and some just until I finish performing the task I tagged them for in the first place. Some tags that I have created include my direct line, men for specific wars, people that need a cemetery, or any database that becomes available, such as Illinois births from 1880-1920 at Family Search, etc. To me it's like saving big to do lists.
ReplyDeleteLike Tessa Keough, I use tag 9 for questionable items, such as a citation I come across I need to double check. I've used tags for all the military people in my database, to keep track of my direct line, and for my immigrant ancestors. Obviously, some of my family have more than one tag, but that's the beauty of having 9 tags to use.
ReplyDeleteHow to best use tags depends on your individual needs. There is no stock answer to that question that applies to everyone. Assigning tags just for the sake of having them isn't necessarily useful to you. Think of ways to make tags work for you. Is there a group of people that you need to identify for some purpose? Do you have a "permanent" need for some group or groups to be identified? Is there a maintenance or clean-up project you need to do in your database?
ReplyDeleteThat said, here are some examples of how I use tags.
I have four tags that I consider permanent but the others I use as needed for both short-term and long-term projects.
Three of those four permanent tags are related to my website creation out of Legacy. I don't put generations more recent than my grandparents on my website (even if the person is deceased) so I need to identify those people. I also exclude "research people" from my website. (These are people I've done some work on but am not sure where they fit or even if they fit in my tree.)
That means I have a tag for people to include on the website, people to exclude from the website, and research people to also exclude from the website. Every person in my database has one (and only one) of these three tags. I can double check at any time with a search to be sure everyone is assigned one of these tags. (I still sometimes forget to set the tag when I add new people to my database.) I could just tag the people to include in the website but then I'd have no easy way to check for someone I missed (without looking at all of the recent generation and research people every time).
My other permanent tag identifies "end of direct line." That means one or both parents for that ancestor is unknown.
I use tagging for little (or big) projects. Things like setting up events for every person in the database or reviewing everyone who lived in an area prior to a research trip to be sure I have everything I need to work on setup in the To Do List.
When using tags for projects like these, I untag the person as I complete the task so I know that the people still tagged are the ones that need work. When all the tags are gone, the job is finished.
It's been said. There's no specific use; it just depends on you. And the possibilities are endless.
ReplyDeleteI use tags to separate out specific projects to work through until done. It could be anything; focus groups, date ranges, locations, missing information, missing sources. Everyone with or without ... AND/OR.
I do keep a couple of permanent tags; everyone who has a gravestone photo so I can tell who doesn't and search for them on the fly. Another tag for possible duplicates from working through the Merge list.
Every marriage (in the Marriage List) has a Tag 1 and a temporary Individual Tag 1 so I can use LTools to assign Marriage User IDs and Individual User IDs.
I use tagging when I'm cleaning up my file. Tells me who needs to be researched or if the info just needs cleaning up. Looking for sources, children with multiple parents basically anything that needs cleaning up.
ReplyDeleteRon since I have 3 Ware lines that all originate in Virginia, I can't pass up the opportunity to ask you where your Ware family is from.
ReplyDeleteBottom line Ron Ware is play with tags in one aspect and then see how it works for you. There is no best way or one way - do what works for you. But you did get some great ideas - and LVUG members keep em coming.
ReplyDeleteThanks everyone for your comments. I think I get it now.
ReplyDeleteMarla, my Ware's were in Louisiana for several generations. I believe they were in Georgia before that.
ReplyDeleteInteresting! One of my Ware lines moved to Georgia from Virginia and the daughter and her husband ended up in Louisiana after a stop in Mississippi.
ReplyDeleteMy Ware's were in the Rapides and Allen Parish areas of Central Louisiana. Do you know where your Louisiana Ware's settled?
ReplyDeleteSince Ware is a female line by the time they were in Louisiana the surname was Higginbotham. They were in St. Landry Parish. I do not see that any of her siblings moved to Louisiana but there were many cousins on both the Ware and Higginbotham sides who moved together in previous moves.
ReplyDeleteTags get used extensively in my work. One extra way to make a "permanent" tag is to create a Master Source record for it such as "Multiple Parents in database". I apply that source to all those in the database that I have verified with multiple parents. Then I can use "Show List" for that Master Source to find all of them and tag them. Last, I can run "Search>Miscellaneous>Individuals with multiple parents" to find everyone in the database with that situation, tag them, then reduce the list to those that I have not yet verified. Another permanent tag might be a Master Source for those individuals that attended the prior family reunion. And one that I use quite a bit is a Master Source applied to individuals that have participated in the Taylor family DNA study, which individuals pay dues, who are the active genealogists, and the list goes on. So you see, you are not limited to only 9 tags per person.
ReplyDeleteRon Taylor