Tuesday’s Tip – Master Source Tip (Intermediate)

madhattergenealogy@gmail.com

02 Apr 2019

TT - Master Source Tip

Tuesday's Tips provide brief how-to's to help you learn to use the Legacy Family Tree software with new tricks and techniques.

Master Source Tip (Intermediate)

In some instances there is a shortcut way to create a new Master Source that will save you some time. In the following example I already have a Master Source for the 1850 census in Columbia County, Georgia. I want to create a new one for Richmond County.

I highlight the Columbia County Source and click Edit over on the right.

(click image to enlarge)

All I have to do is change the word Columbia to Richmond in the Source List Name and the Jurisdiction County. Don't forget to change the Source List Name or you will end up with two sources with the same name.

(click image to enlarge)

(click image to enlarge)

Now over on the right click Save. You will see this screen:

(click image to enlarge)

Notice there are TWO options! The first one is when you are truly editing a Master Source and you want to save your changes (overwrite what is there). The second one is the one you will be using in today's scenario. We want to Apply the changes to a NEW copy of this master source. Please be careful here! If you accidentally choose the first option you will overwrite your master source instead of creating a new one.

(click image to enlarge)

Now you will see both Master Sources on your Source List.

(click image to enlarge)

This is a great time saver but you must be careful!

Find tech tips every day in the Facebook Legacy User Group. The group is free and is available to anyone with a Facebook account.

For video tech tips check out the Legacy Quick Tips page. These short videos will make it easy for you to learn all sort of fun and interesting ways to look at your genealogy research.

Michele Simmons Lewis, CG^®is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News. You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.

Comments (9)

Orvella,
Please send an email to support@legacyfamilytree.com so that a tech can assist you.

I bought My familytree Heritage many years ago. They asked for 45. some time ago and I gave it to them, now they are regularly asking me for more. I downloaded all my information on a stick, then I bought Legacy and downloaded all my info. to Legacy and I am having a hard time finding my information and don’t know what to do so please help. My email adresse is orvellanadau @gmail.com

I think Randy Wheeler’s suggestion is a great idea. The careful wording of button actions can save mistakes. I vote for this change.

I’ve been doing this for a long time as well; it is perhaps my favorite shortcut EVER!. The only problem is that occasionally the new master source doesn’t populate into the list right away. When that happens I have to close the list and then re-click on “Click here to change the master source to cite” and then it can be found in the list.

I LOVE this tip. It saves a huge amount of time. I just spent several hours fixing an example of this very problem.
It would help if the buttons’ text were changed to make the capability more obvious. Both of them now start with “Apply the changes…”, which makes one think that they do much the same thing.
* Save the changed Source to all existing Source Details.
* Save As a new, unused Source Master

Great tip!
I stumbled on this or heard/read about it years ago and have been using it regularly ever since. Saves a lot of time. You do have to be sure you are “adding” a similar type of master source, however. The info needed for the Detail Information tab on Detail page is different for different types of sources.

Census sources is what I use it for the most 🙂

This is probably the absolute BEST tip ever! I wish I had known this twenty years ago; it would have made creating new census sources (which I do all the time) so much easier. Thanks.

I like to print out these very helpful Tips but, for some reason, I am not able to do it with this one. Any suggestions of why and how I can correct it?

M
Michele

5 years ago

Orvella,
Please send an email to support@legacyfamilytree.com so that a tech can assist you.
ON
orvella nadeau

5 years ago

I bought My familytree Heritage many years ago. They asked for 45. some time ago and I gave it to them, now they are regularly asking me for more. I downloaded all my information on a stick, then I bought Legacy and downloaded all my info. to Legacy and I am having a hard time finding my information and don’t know what to do so please help. My email adresse is orvellanadau @gmail.com
BG
Bobby G Johnson

5 years ago

I think Randy Wheeler’s suggestion is a great idea. The careful wording of button actions can save mistakes. I vote for this change.
RJ
Ron Johnson

5 years ago

I’ve been doing this for a long time as well; it is perhaps my favorite shortcut EVER!. The only problem is that occasionally the new master source doesn’t populate into the list right away. When that happens I have to close the list and then re-click on “Click here to change the master source to cite” and then it can be found in the list.
RW
Randy Wheeler

5 years ago

I LOVE this tip. It saves a huge amount of time. I just spent several hours fixing an example of this very problem.
It would help if the buttons’ text were changed to make the capability more obvious. Both of them now start with “Apply the changes…”, which makes one think that they do much the same thing.
* Save the changed Source to all existing Source Details.
* Save As a new, unused Source Master
JS
James Sweet

5 years ago

Great tip!
I stumbled on this or heard/read about it years ago and have been using it regularly ever since. Saves a lot of time. You do have to be sure you are “adding” a similar type of master source, however. The info needed for the Detail Information tab on Detail page is different for different types of sources.
M
Michele

5 years ago

Census sources is what I use it for the most 🙂
DD
David Doeltz

5 years ago

This is probably the absolute BEST tip ever! I wish I had known this twenty years ago; it would have made creating new census sources (which I do all the time) so much easier. Thanks.
DB
doris burnett

5 years ago

I like to print out these very helpful Tips but, for some reason, I am not able to do it with this one. Any suggestions of why and how I can correct it?