At 09:49 AM 10/17/2006, you wrote: My comments follow the appropriate paragraphs below. >I can't help with Legacy issues, but maybe I can help with the sorting >issue. After you open the People list by clicking on Link People, click on >the Surname Column header. Then hold down the CTRL key and click on the >Given Name column header. This will sort the list by Surname then Given >Name. If you wish to further order the list, simply hold downt he CTRL key >and then click on the column header. You will have to do this each time you >wish to link someone as the window does not "remember" this order. You can also drag the surname column header into the space above the column headers so that surnames are grouped together. Then click on Given Name column header and the given names are sorted within a surname. > > In Legacy, I have set up a Master Source for each census year for each > > county. Here's a sample of what some of my Source List Names look > > like: > > Census: Alabama, Barbour - 1920 U.S. Census [Ancestry.com images] > > Census: Alabama, Barbour - 1930 U.S. Census [Ancestry.com images] > > Census: Alabama, Bullock - 1900 U.S. Census [Ancestry.com images] > > Census: Alabama, Chambers - 1850 U.S. Census [Ancestry.com images] > > > > For each person find in each census, I create a census event and > > transcribe the listing of the census in the notes section for that > > event. > > > > For example, I have in one event note: > > 1) George Gilreath, male age 74, farmer, $1000 real estate, $400 > > personal estate, born in NC > > 2) Sarah Gilreath, female age 72, domestic, born in NC, cannot write > > 3) Larkin Gilreath, male age 41, farm labor, born in NC > > 4) Sarah Gilreath, female age 30, domestic, born in NC > > > > Then I enter the citation details which are attached to the master > > source. For example: > > > > "George N. Lewis household, 222 North Eufala St., Eufala, precint 5, > > district 11, dwelling 71, family 74, page 4A, from National Archives > > microfilm T625, roll 3, image 167" > > > > Last, I copy the whole event, source included, and paste it as an > > event for each member of the whole family. > > > > Therefore, attached to each master source, I may have source details > > for one, or for many, families. > > > > When I look in Clooz, all the census master sources show up under > > "Source," but none of them show up in the appropriate "Census" > > categories. Also, they all show up as a source type of "document" and > > not as a book, newspaper, website, etc. as I have them listed in > > Legacy. > > > > Then, when I go to the U.S. Federal Census in Clooz, it is empty. > > Then I decided I could try to re-set up each Master Source by hand. Gail, you really need to read the Help in Clooz. It doesn't sound like you have a handle on how Clooz works. If you use Clooz and Legacy together, Clooz will see the sources that you have set up in Legacy. But they are just that, sources. Clooz doesn't import the notes that you have typed into Legacy because it wouldn't know where to put the information. In order to use the census templates in Clooz, you need to type in the information into the templates, and link to one of your master sources. The source is where the information is coming from. The templates in Clooz record the actual information, as you have done in a notes field in Legacy. > > I saw how I could choose a census master source from the drop-down > > box. So far, so good. However, in trying to link a person (for which > > I have to switch to Legacy and "Show List"), I have to scroll through > > a lengthy list (no way to just start typing and have it pull the ID > > number up) and select the person. Also, while I can scroll by last > > name, the first names are not the secondary sort. Therefore, two John > > Smiths might not be together. Then it wants me to select a personal > > file number and I'm not sure what would be appropriate here. Terri (above) described how to sort and find people in Clooz. This is also covered in depth in the manual and in online help. The linking of people to templates will improve in version 2.1, but you are able to link people now. > > Can you give me some hope that I still might be able to get this to work? What I can say is that it seems you're making it too hard on yourself. You should take some time to read the manual (which you can download for free from www.clooz.com/downloads.htm) and understand how Clooz works. It's completely different than Legacy, and has a different purpose. And while the two programs talk somewhat, they don't really "work together" in the sense that you think they do. Clooz reads the Legacy database for people, sources and repositories. That's it. The rest of the functions of Clooz are there because they're not available in Legacy or other programs. While you can transcribe the data from a census into the notes section, that data isn't searchable or sortable in a variety of manners, allowing you to look at your data in different ways. Liz Kelley Kerstens, CG, CGL @>---- Ancestor Detective, LLC http://www.ancestordetective.com Creator of Clooz, http://www.clooz.com Editor of Digital Genealogist, http://www.digitalgenealogist.com Editor of NGS NewsMagazine and UpFront, http://www.ngsgenealogy.org

Hi Liz, and thanks for your comments. I did sort of jump into things a little quickly, and I didn't mean to sound negative in my earlier post. I can already see some great benefits to using Clooz. Now, over the last couple days, have read through a good bit of the help files and have explored Clooz a little more. The help files did cover all my questions about sorting and searching. I apologize for not starting there first. Because I have entered a great deal of sources into Legacy already, I am still trying to make sure I do not have double-work in re-entering things that have already been entered in Legacy. I do see all my master sources conveniently being pulled in from Legacy. This is nice! However, every imported source has a "source type" in Clooz listed as "document." In Legacy, my source types are listed as other things, such as census, book, cemetery, etc. Do these not pull in to Clooz or am I missing something? I am going to keep exploring and I may have a few more questions. Mainly, I just make sure I understand what the software can do. It seems like a good idea to have Legacy's (or a gedcom's) information pulled in so one does not have to start from scratch entering sources. I'm just trying to figure out if I missed a step in getting my master sources to display the appropriate category. It sounds like the next version will address keeping the links between the sources in Legacy and the people those sources are already linked to. That sounds like it will be most helpful. Liz, do you also use Legacy? Is that why Clooz is designed to work with it (among other programs)? I will keep playing around with the software and will be evaluating is potential usefulness to me. I certainly don't want to seem critical as I am truly just starting to learn. Thanks for all the feedback. Gail Rich Nestor Smyrna, Georgia www.roots2buds.net On 10/17/06, Elizabeth Kelley Kerstens, CG, CGL <liz@ancestordetective.com> wrote: > At 09:49 AM 10/17/2006, you wrote: > My comments follow the appropriate paragraphs below. > > >I can't help with Legacy issues, but maybe I can help with the sorting > >issue. After you open the People list by clicking on Link People, click on > >the Surname Column header. Then hold down the CTRL key and click on the > >Given Name column header. This will sort the list by Surname then Given > >Name. If you wish to further order the list, simply hold downt he CTRL key > >and then click on the column header. You will have to do this each time you > >wish to link someone as the window does not "remember" this order. > > You can also drag the surname column header into the space above the > column headers so that surnames are grouped together. Then click on > Given Name column header and the given names are sorted within a surname. > > > > In Legacy, I have set up a Master Source for each census year for each > > > county. Here's a sample of what some of my Source List Names look > > > like: > > > Census: Alabama, Barbour - 1920 U.S. Census [Ancestry.com images] > > > Census: Alabama, Barbour - 1930 U.S. Census [Ancestry.com images] > > > Census: Alabama, Bullock - 1900 U.S. Census [Ancestry.com images] > > > Census: Alabama, Chambers - 1850 U.S. Census [Ancestry.com images] > > > > > > For each person find in each census, I create a census event and > > > transcribe the listing of the census in the notes section for that > > > event. > > > > > > For example, I have in one event note: > > > 1) George Gilreath, male age 74, farmer, $1000 real estate, $400 > > > personal estate, born in NC > > > 2) Sarah Gilreath, female age 72, domestic, born in NC, cannot write > > > 3) Larkin Gilreath, male age 41, farm labor, born in NC > > > 4) Sarah Gilreath, female age 30, domestic, born in NC > > > > > > Then I enter the citation details which are attached to the master > > > source. For example: > > > > > > "George N. Lewis household, 222 North Eufala St., Eufala, precint 5, > > > district 11, dwelling 71, family 74, page 4A, from National Archives > > > microfilm T625, roll 3, image 167" > > > > > > Last, I copy the whole event, source included, and paste it as an > > > event for each member of the whole family. > > > > > > Therefore, attached to each master source, I may have source details > > > for one, or for many, families. > > > > > > When I look in Clooz, all the census master sources show up under > > > "Source," but none of them show up in the appropriate "Census" > > > categories. Also, they all show up as a source type of "document" and > > > not as a book, newspaper, website, etc. as I have them listed in > > > Legacy. > > > > > > Then, when I go to the U.S. Federal Census in Clooz, it is empty. > > > Then I decided I could try to re-set up each Master Source by hand. > > Gail, you really need to read the Help in Clooz. It doesn't sound > like you have a handle on how Clooz works. If you use Clooz and > Legacy together, Clooz will see the sources that you have set up in > Legacy. But they are just that, sources. Clooz doesn't import the > notes that you have typed into Legacy because it wouldn't know where > to put the information. In order to use the census templates in > Clooz, you need to type in the information into the templates, and > link to one of your master sources. The source is where the > information is coming from. The templates in Clooz record the actual > information, as you have done in a notes field in Legacy. > > > > I saw how I could choose a census master source from the drop-down > > > box. So far, so good. However, in trying to link a person (for which > > > I have to switch to Legacy and "Show List"), I have to scroll through > > > a lengthy list (no way to just start typing and have it pull the ID > > > number up) and select the person. Also, while I can scroll by last > > > name, the first names are not the secondary sort. Therefore, two John > > > Smiths might not be together. Then it wants me to select a personal > > > file number and I'm not sure what would be appropriate here. > > Terri (above) described how to sort and find people in Clooz. This is > also covered in depth in the manual and in online help. The linking > of people to templates will improve in version 2.1, but you are able > to link people now. > > > > Can you give me some hope that I still might be able to get this to work? > > What I can say is that it seems you're making it too hard on > yourself. You should take some time to read the manual (which you can > download for free from www.clooz.com/downloads.htm) and understand > how Clooz works. It's completely different than Legacy, and has a > different purpose. And while the two programs talk somewhat, they > don't really "work together" in the sense that you think they do. > Clooz reads the Legacy database for people, sources and repositories. > That's it. The rest of the functions of Clooz are there because > they're not available in Legacy or other programs. While you can > transcribe the data from a census into the notes section, that data > isn't searchable or sortable in a variety of manners, allowing you to > look at your data in different ways. > > Liz Kelley Kerstens, CG, CGL @>---- > Ancestor Detective, LLC > http://www.ancestordetective.com > Creator of Clooz, http://www.clooz.com > Editor of Digital Genealogist, http://www.digitalgenealogist.com > Editor of NGS NewsMagazine and UpFront, http://www.ngsgenealogy.org >