Welcome to Monterey Peninsula College at Genealogy Research Associates

LEGACY'S ALPHA INDEX

Every computer genealogy software program produces some kind of an alphabetical index. Students are asked to print an alphabetical index from their software program to make it faster and easier to file original documents. Below are the steps required to both set the MRIN numbers to print on Family Group Records and Pedigree Charts, and to create an Alpha Index cross-referenced to the Marriage Record ID numbers (or MRINs) within the Legacy software program.

Click Options from Legacy's top menu items.
Select Customize from the Options drop down menu as shown in image L6_01.

Legacy Image L6_01 Legacy Home Page

Select the View tab illustrated in blue in image L6_02.
Check the boxes listed below and shown under Birth and Death Years on Names:
Parents' names on Family View
Children's names on Family View
Pedigree names on Pedigree View
Names on Name List
Check these boxes under Display Numbers on Names:
On all Name Lists
On Family View and Pedigree View
RINs
Check these boxes under Show Status on Family View:
On Marriage info
On Children
Click the "Save" button at the bottom of the page.
Legacy Image L6_02

Customize MRINs to Show Up on Charts and Forms

To have MRIN numbers appear on pedigree charts and family group records, click the word Reports from the top menu items.
Click Report Menu (Charts) as shown in image L6_03.

Legacy Image L6_03 Legacy Home Page

Click on the Family tab shown in blue on image L6_04 below.

Legacy Image L6_04 Legacy Home Page

Click on the Report Options tab in the middle bottom of the Family Tab as shown in image L6_04.
You will be taken to the Include tab.

Legacy Image L6_05 Legacy Home Page

Look down near the bottom of the first column. Click the box RINs & MRINs [labeled 1]. This will leave the option working all the time until you go back in and change it. Click Close in the upper right corner [labeled 2]. You will be taken back to the Select a Report dialog box and the Family tab. That image was shown above under L6_04.
Across from the words Title for the Family Group Record is a button that says Remove MRIN from title which means the MRIN option is turned on. If it says Add MRIN to Title, you should click the button so the MRIN is added to the Family Group Record title. It is a toggle switch that can change back and forth as needed.

To Print an Alphabetical MRIN Report
1. Click on the Name List icon from the icons across the top of the Legacy program as shown in Image L6_06.
2. Click the Print button from the Name List dialog box (see the red arrow at the bottom of the page shown in image L6_07).
3. Click the Options tab shown in blue in image L6_08.
4. Under Report Title: type over the default "List Report" name in the template area with the name "Alphabetical Report with MRIN Numbers. Check the following option boxes below:
  Outside Border Around Report
  Vertical lines between columns
  Horizontal lines between rows
  Include RINs and MRINs
  Include shaded header
  Include shaded names
  Select "Chop long lines at right edge of columns"
  Click the "Save" button in the right hand portion of the screen shown above.
5. The following options should all have been checked.
6. Navigate to a folder to save the file: I named mine "Alpha Rpt with MRINs"
7. Click Preview to view the report on your screen. You probably won't like the default so customize the report as follows.
Customize the Report
1. To include only key info needed to find MRIN numbers and to make narrower columns, click on the tab "*Row 1." [The tab "*Row 1" can be seen beside the "Options" tab in image L6_08 above.]
2. Click on the Customize... button in the middle of the screen before checking off the options indicated below.
3. Your will see the following dialog box. Each field name represents a column in your report. If you wanted to replace what is in the first "Field Name" line, click on the first small box with "..." on it as shown by the red down arrow symbol.
4. The "Field Names to Display" window opens.
5. Scroll down and highlight Parents' MRINs, then click the Select button at the bottom as illustrated in image L6_13. Now when you return to the previous dialog as shown in image L6_13 each of the fields have been replaced. For example:
  The First Field name has been replaced with Birth (or Christening) labeled Bir/Chr
  Selecting "Parent's MRIN" makes the second column label PMRIN
  The next Field name, Father will be the next column
  The next Field name will be the Spouse's MRINs labled SpMRIN and ALL spouse MRIN numbers will be given.
  The next field will be Marriage: 1st Spouse Name with the column labeled Spouse 1
6. You can also include blank columns where nothing is displayed if you want to check things off for examples, or just to let you know you have more room on the list.
7. The Customized Display now looks as follows. Notice there are three blank spaces but they won't display because nothing is written in the column to the right.
8. If you want to save a Custom view, click on the Save... button as shown.
9. The Save Custom View dialog box opens to be named and saved. I saved mine MRINs as shown below. When finish click Save as shown in image L6_16.
10. When finished customizing, click Close as shown in image L6_11 above so this set of printing options will not have to be worked over again.
11. You will return to List Report Options, and you should be back in "*Row 1".
  Be sure the topics you want to appear on the report are checked off [#1 on image];
  Change the width of the columns to fit on one page [#2 on image];
  And Save the Custom view [#3 on image].
12. I just replaced the old title file I had given it to start as I went along making changes.
13. Legacy asked for verification to make sure I really did want to overwrite the file.
14. I clicked Yes for Image L6_19 and then clicked Preview in the Print options to the right to make sure the list came out just like I wanted which was one line for each person listing any MRIN # they are listed under. If I selected the option to have more information, I would need to let them fun over onto two lines.
15. If you like the list, you can close the preview since you have already saved it.
16. You can then return to the List Report Options and change the Report Destination to CSV (Comma delimited file to send to a spreadsheet like Excel for example); or .pdf (if you need to send an electronic file of the list to someone), or Print (to print a paper copy) as shown in Image 5_17 above.