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Legacy Family Tree 8 Revealed – Shared Events and Automated Sorting

Legacy Family Tree 8 Revealed – Shared Events and Automated Sorting

The feature most requested by Legacy Family Tree users – Shared Events – will be included in the soon-to-be-released Legacy 8 upgrade.

First of all, if the Legacy term of "event" is new to you, you have been missing out on one of the most important aspects of genealogy research. An event is something that took place in an ancestor's life – like their immigration, a land transaction, being enumerated in the census, being a witness to a marriage. An event is usually associated with a date and a place. Recording these events is crucial to genealogical success because it builds a timeline of the ancestor's life. The timeline displays their migration and shows you where you need to look for their records. Just click on the Chronology View to see the ancestor's timeline. (Click on the image below to see a portion of Asa Brown's Chronology report.)

V8events11

The timeline is built from the information and events you have recorded. In Legacy 7, much of this comes from the Events/Facts section as shown here:

V7events1

Compare this with the same screen in Legacy 8:

V8events1

In red, below, are some of the enhancements:

V8events2

First is the addition of the Age column – I love it!

Next, the blue arrows in the Event/Fact column indicate that this is an event shared with this person, originating from someone else. In this example, I added the 1800 census event to Nathan Brown, and shared it with everyone else in the household.

V8events4

Using the new "Share" button prevents me from having to manually add this event to everyone else involved.

V8events5

Next, the four columns of colorful icons replace the boring S and + symbols of v7. Hovering your cursor over the shared event icon will show you how many people share this event: 

V8events3

By the way, when you add a new event, it is now automatically sorted! Can I get a hallelujah?!

Now for the practical use of shared events. I'll use the census for the first example. Since I found Asa Brown in the 1850 census, I would add a new Census event to his record as shown below. (Some people call it a Residence event. It doesn't really matter. What matters is adding the event because it shows the place a person lived on a certain date.)

V8events6

Also in this household were his wife, five children, and one stepson. Prior to Legacy 8, I would 1) click on the small "copy event to clipboard" button, 2) navigate to the next person in the household, 3) create their census event, 4) click the "paste event from clipboard" button, and 5) save their new event. 6) Repeat steps 2-5 for each person in the household. This has worked wonderfully because it adds this event to each person's timeline.

In Legacy 8, just click on the "Share Event" button and select the other people with whom you wish to share the event. The role of "household member" is automatically added to everyone, yet this role can be adjusted if desired.

V8events7

This new shared event now appears in both the Individual's Information screen AND the Chronology View for each of these people. Simple!

Other uses for shared events would include sharing the "Deed" event with the others mentioned in the deed like the grantor/grantee or even the witness to the deed. These individuals may be family, associates, or neighbors that end up being important to research also. When you click on the Add Person button, you can choose to 1) select a name from the name list or 2) just enter the name of a person.

V8events8

You would also use shared events with a marriage certificate. The marriage certificate not only provides information about the bride and groom, but also about the wedding's witnesses. Sharing the marriage event is an easy way to link everyone together so their relationships are recorded and not forgotten.

What other ideas do you have? When would you use a shared event?

Sorting of events and children

It gets even better! I mentioned above that events are now automatically sorted in the Individual's Information screen as they are added. But what about all those events and children you have previously entered? With the new "Sort Child, Marriage, and Event Lists" tool, Legacy 8 will look for children, marriages, and events that were entered out-of-order and sort them for you.

V8events9

Don't worry though if you have children or events without dates that you have manually sorted. We have taken that into consideration and provide you with options to preserve your manually sorting.

V8events10

So what do you think? Are you excited about the new Shared Events and Sorting features? 

What are the other new features of Legacy 8?

Here are links to the articles I've previously written:

Legacy Family Tree 8 Revealed

Legacy Family Tree 8 Revealed – Q/A, new Tagging options, and other surprises

Legacy Family Tree 8 Revealed – Migration Mapping

Legacy Family Tree 8 Revealed – Instant Duplicate Checking

When will Legacy 8 be released?

There's still more than one truthful answer to this:

  • I'm not really sure, but probably before the end of the year, and hopefully way before then
  • When it has been thoroughly tested by our development team and beta testers

But if you are considering downloading either the free or deluxe editions of Legacy, don't wait! Any purchases of Legacy 7.5 from May 8, 2013 forward will receive the new Legacy 8 at no charge. And as always, anyone who has purchased Legacy Deluxe previously will qualify for special discounted upgrade pricing. Get started today – you won't have to relearn everything when Legacy 8 is ready, but you'll get some really nice new features when it is.

Comments (50)

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  • PR
    Paula Ryburn

    Geoff, Correct me if I’m wrong, but if the event is entered just once and then shared (linked) to others, we can no longer make the event “personal” in the Event Notes. Just as an example, on the census event for a child, I generally put “She was 9 years old and attended school that year.” or something like that. So, if I want to continue to do that (I like the way reports read), I should not use the new shared event, right? (I can still use the clipboard.) Thanks.

  • B
    Bonnie

    I’m delighted that you are doing these wonderful improvements for Events. Events have always been one of my favorite features, and I use them extensively. I have countless events that I have duplicated between many people, and while it will be a chore to find them and replace them with “shared” events, the end result will certainly be worthwhile. But I urge you to very seriously consider the request made by Phyliss and develop a way to print reports to not repeat the shared report every time it appears in the same report. Many of my reports take 20 pages because of duplicate events. They would perhaps take 5 pages, and read much easier, if the full event only appeared the first time, and subsequent occurrences just made reference to the first appearance.

  • JS
    J Stephen Larsen (Steve)

    Eager for 8, thanks for the preparatory updates. Not only stimulates interest, but gets us ready to use it on the fly. Thanks, Geoff.

  • GR
    Geoff Rasmussen

    Carl – yes, shared events are handled in GEDCOMs.

  • GR
    Geoff Rasmussen

    Simon – the Event report currently in Legacy 7 will give you a list of everyone linked to a master event. In v8, just clicking the Share button will let you see everyone that is sharing the selected event.

  • L
    Laurieann617

    This whole Legacy 8 is amazing so far, but I think this share button has to be my #1 favorite. I cannot wait for the new version to come out. It is going to save me so much time!

  • G
    gin

    Amen and Hallelujah!! Thank you for these wonderful additions!!

  • SP
    Simon Passey

    I’ve been using Legacy since version 4 and I’m really excited about the shared events feature! It will save a lot of work. I hope we can retrospectively link events already in the database… Being greedy now, but will there be a report feature to print out census events, etc. showing all the people that share that event? Keep up the good work.

  • CT
    Carl Turner

    If you use shared events, will those events shared with an individual be included in any Gedcom you may wish to create, or would someone else who wants to share a portion of your db need to have Legacy to see all events that were shared?

  • CG
    Caroline G.

    Shared Events! Superb!
    This wonderful feature means we can now link in unrelated people such as witnesses to marriages, sponsors at christenings etc. A simple and neat way of recording these people who, particularly for Irish research, are essential to make note of.
    This feature alone is worth the upgrade!

  • CH
    Chris Hill

    Shared Events is brilliant. I was looking at moving away to a different product with that functionality – not now. All I need now is a way to work through 6000 people with common census events.

  • TG
    Taco Goulooze

    I had one item on my Legacy 8 wish list. This was it! It will now be possible to make connections beyond the family unit, and expand into neigbourhoods and friendships. It might not be genealogy in the strictest sense, but it will sure help your research!

  • MW
    Maurine Ward

    I can’t wait. I do include an event and pictures to all of the people found in a source, and I agree that it is time consuming. This share feature will be awesome! I really like having the ages of a person shown for each event. Thank you in advance.

  • GR
    Geoff Rasmussen

    Megan – my favorite new feature! I’ll write about it soon.

  • CB
    Cindy Brewer Dooley

    Okay, this means to me that, from now on till 8 comes out, I will hold off entering anymore “events”! I have a bunch of events that were just added to the parents, and not the children. After the new version comes out, I will go back and add all the children to the censuses. Thanks this will be a great addition!

  • KC
    Ken Cobler

    I wonder if a family photograph would make a good “shared event”. It would be useful to know where in a chronology a photo may lie, even if the date is an approximation. Any thoughts?

  • MH
    Megan Hitchens

    This is really impressive. Argh, the wait! BUT…
    I get the little symbols – shared with whom, source, image, but what is the little exclamation mark in the red circle? I have opened up my existing Legacy (7.5), but that gives me no clues. What is it for?

  • SD
    Shirley D

    Can’t wait to update. Hope it is soon.

  • PK
    Pamela Kerwin

    I confess. I have omitted adding events to all individuals named on the census, but only because it was so tedious with my large families. I am looking forward to going through all my records and adding the missing information. I had actually started to do it, but now I will wait. I am creating a log of events to be shared and who to share them with, in preparation for the upgrade. Hallelujah!

  • MM
    Mary Masengale Lovell

    Love this!!! Used this feature in TMG. Baptisms, Weddings, Plays, etc. Wonderful to see how individuals connect, often neighbors or witnesses to events are actually found to be related.
    Last night I experienced an aha moment……..just discovered that my paternal 2nd Great Grandfather’s first wife was my 1st cousin 4 times removed through my father’s mother. Or a dear friend, and former employer is my 8th cousin twice removed. 😉 The new featured in Legacy 8 would help in both instance, with the possible duplicate feature, and sharing.
    So excited! Thanks again Geoff!!!!!

  • R
    Roxanne

    I need this NOW!!! I was happy about version 8 before, but now with the shared events, I’m jumpin’ all over with excitement! Cannot wait!!!

  • L
    Louise

    I’ve just spent the weekend inputting data — census, birth, baptism, marriage, etc, and I could have used this! I can hardly wait for the release! I’m floored with the possibilities of the shared data … and that sort feature to boot!

  • M
    Moira

    Hallelujah! And hallelujah again! I can hardly wait to get this downloaded and start cleaning up my family files! These are some of the most useful features in a long while. Thank you Geoff and all you developers!
    Moira

  • N
    Nan

    When would I use a shared event? How about an obituary? Especially when that obit provides me with the married surname of a female descendant when no marriage record has been found (yet)! And also (with my family, at least) when one family member has shot and killed another, and that event has been reported in the newspaper… This is a great addition to Legacy 8!

  • GR
    Geoff Rasmussen

    Dave – currently it doesn’t give you the ability to add a brand new, linked person while you are in the middle of sharing the event. I’d like to look into this more though.

  • GR
    Geoff Rasmussen

    Carl – since events have always manually been added to individuals, Legacy would not know which events should be connected with which people, so there isn’t any automated way to convert existing events to shared events. Rather, you will just pick the event, click the share button, and then remove the now-extra events from people. That is, if you want to do it. It wouldn’t be necessary though.

  • GR
    Geoff Rasmussen

    Carol – I’m personally not going to go back and redo all of my events. They’re still perfectly good and perform the function they intended. For new events I add, I will use the shared events feature to save me time.

  • GR
    Geoff Rasmussen

    Margaret – there are notes that apply to the shared event as a whole, yet each person can also have their own specific notes that are not shared for that event.

  • GR
    Geoff Rasmussen

    Bob – the tags are still there if you having tagging turned on. In these examples, I must not have had tagging turned on.

  • RA
    Robert Austen

    Hi Geoff, you do get a Hallelujah! from me. This is looking great. But where are the TAGS in the Individual’s Information screen? I can’t live without them!
    Bob

  • M
    Margaret

    I have a census event for each member of the family, but for the English census events, the top portionare personalised for each family member: name age, where born eg
    Name: Lousia Clay
    Age: 4
    Estimated Birth Year: abt 1837
    Gender: Female
    Where born: Staffordshire, England
    and then lower portion common to all the other family members.
    The census image is attached to each family member.
    I was wondering how legacy 8 would handle that as sharing Louisa’s with her family would overwrite what I have for her father and mother and siblings?
    Thanks
    🙂
    Margaret

  • RP
    Ruth Potter

    I think this could be the best new feature yet. What a time saver!

  • B
    Becky

    Oh my! This is going to save me so many hours of tedious entry. I love both the sharing and the sorting features. Let’s do it now!! 🙂

  • KB
    Kathleen B Norris

    This is the most exciting, time-saving feature you have revealed so far. Kudos to the developers! They must be getting great input and listening. Love the sort too.

  • CY
    Carol Yocom

    *Facepalm* I just finished adding events to almost 10,000 names. It took me months. Hundreds of these were duplicate entries (of course). So, be still my beating heart that this nifty feature is coming soon, but does this mean I have to go back and do it all over again. Will we be able to combine events and event descriptions?

  • CH
    Carl Hilton

    This is GREAT… Always wanted an EVENT based program similar to ROOTS from past decades. So, some of us have an event loaded database. Will there be a tool for cleaning up matching/duplicate events and making them a SHARED event?

  • JL
    Jane Linkswiler

    This is, to me, one of THE most exciting features. I have done many censuses and taken hours to enter a census into all family members. I may go back and remove all the censuses I did and re do them with this new feature. And the auto sort…..Wonderful! Thanks, guys

  • GR
    Geoff Rasmussen

    Anne – yes!

  • DB
    dave beakhust

    Sounds good. I have looked at my family tree critically and find I have under-recorded events for people not in my focus at the time. So I often don’t have the whole family having a census or residence event. I think this feature will make me work more effectively now, especially as the one who does NOT share this event is often one I want. Soldiers, girls or boys in service or apprenticed. I am hoping it will be possible to formulate searches based on events shared or not shared with a specific other person.
    Will it be possible to ‘add a new person’ if one does not exist, at the point where you are adding sharers to an event?

  • AO
    Anne Outterson

    Can you change the predefined sentence for a fact for each sharee eg parents, son, daughter etc on a census?

  • GP
    G Pop

    Hallelujah! Shared events rock. Not having to manually enter the same event for each individual will mean more time devoted to doing genealogy.
    Thanks Jeff and to the developers of Legacy 8
    Can hardly wait for the release.

  • GR
    Geoff Rasmussen

    Dave – that is correct. Anything linked to the event (pictures, etc.) will be part of the shared event that anyone that shares the event can access.

  • DZ
    Dave Zenger

    Just to confirm the obvious, a Census jpg document attached to the event will also be a part of what is shared (therefore available to be viewed) from any of the list of shared people? Yes?

  • GR
    Geoff Rasmussen

    Phyllis – unfortunately not. If you choose to print events on a FGR, they will appear for anyone that has an event. Now that we have the foundation of shared events, it’s probably something we could look into more easily now.

  • GR
    Geoff Rasmussen

    Alexander – each event comes with a pre-defined set of default roles, or you can add your own.

  • PC
    Phyllis Carnochan

    Fantastic! No more jumping back and forth and forgetting where I was. Does this also mean that when you print out the Family Report sheet that it will eliminate duplicate census records showing up under the husband and then again under the wife?

  • AP
    Alexander Payne

    Are there roles for the shared events
    Census, Head of Household, Wife, Son, Granddaughter, Etc.
    Marriage, Bride, Groom, Witness, Minister etc
    Birth, Child, Godparents, Minister, etc.
    Sandy

  • GR
    Geoff Rasmussen

    Chris – it will work for both. As new events are entered, they will automatically be sorted. There is also a Global Sort tool as described above that will go through your previously-entered information.

  • CC
    Chris Conlon

    This is an awesome feature, but the first thing that comes to my mind is will it automatically “share & sort” all information that has been entered into previous versions of Legacy or will it only operate on newly entered events?

  • ML
    Michele Lewis

    WOW! It just keeps getting better and better! I am very excited!

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