Source Detail Text | Legacy Family Tree

Legacy Family TreeAdding Source Detail Text to your Sources can make it easier to see what you’re working with on the fly instead of scrounging around looking for the original document to review.

If you’re using the digital component of the MRIN Filing System, or even if you’re not, you may have realized by now that it’s easy to link your digital images if you want to. It’s not necessary, but Legacy does make that possible.

Just browse to your source image and link it up. Make sure you distinguish between Master Source and Source Detail images. In other words, if you have a Death Certificate for an individual, that’s a Source Detail image, not a Master Source image.

Since the MRIN Filing System will have your images lined up by number in one folder, it makes them that much easier to find.

Legacy Family Tree

Legacy Family Tree: Assigned Sources

It’s pretty easy to zoom in on an image and drag the scroll bars. I print census images as PDFs because I find that the easiest way to drag images around on a screen, but if you’d rather have them right in front of you at all times, this other way works too.

Legacy Family Tree

Something that really keeps information more accessible is to make liberal use of the Source ‘Detail Text’ box. Also ‘Comments’ if you have any.

Legacy Family Tree, Source Detail Text

I thought I had done a pretty good job of entering all my data and sources, but when I switched to this other method, I realized how much I’d missed.

It can seem redundant to enter, for instance, obituary information in Death Notes, and in the Source Detail Text box too. It’s much easier, though, to scan through everything you have on a person by clicking through your Sources, and looking at ‘Detail’ below, than to open Individual boxes (Birth, Death, Marriage, General, Research, Medical) looking for the same thing.

Legacy Family Tree, Assigned Sources

This screen has so much information available at once it can show you things you might not notice when you’re in the maze elsewhere. It’s also made me much more thorough in using all the information I have.

My previous method was to source a name, for instance, with a short notation like “A.R. Smith obit: son” but then I’d have to go find the obit to see exactly what it said. If the whole text of the obit is copied into the Source Detail Text box I can see what I’m looking for at a glance. Same with Burial Notes, and all the rest.

Try it, you might like it.

A tip: Remove all the formatting from the Detail Text, so you don’t end up with HTML, , , , etc., cluttering up your view. To do that, Ctrl + A to select all, then toggle the formatting keys, B, I and U.

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