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Exporting a Legacy File


You can export a Legacy Family File to create another Legacy Family File or to append to another, existing Family File.  When exporting a Legacy Family File, you can filter the outgoing records, limiting them to focus group entries or tagged records only.  Since you can tag an individual and all his/her ancestors or descendants, this is a good way to break a large Family File into small, more manageable pieces.

 
To export a Legacy File:
1. From the File tab on the Ribbon bar, choose Export > Legacy File...
2. Select a name for the Legacy file you want to create.
3. Choose the OK button.
4. Set or change any of the options.  Each is described below.
5. When you are ready to export, click the START EXPORT button.  Legacy exports the file while displaying a progress bar.

Options Tab

Records to Export

All Records in the Entire Family File  Select this option if you want to include every individual and family in the new Family File.  Selecting this option causes all subsequent options to be ignored.

Selected Records Contained in the Focus Group  You can select specific individuals, families and entire family lines to export by placing them in a Focus Group.  (See Focus Groups for more information.)

All Individual Records with a Certain Tag Level  Select this option if you want to export only individuals who have been tagged.  Be sure to set the tag level you want to use by using the up and down arrows.  You can also choose to Export all Spouses of Tagged Individuals, and Export all Children of Tagged Individuals, and Export all Parents of Tagged Individuals.  These can be used to include surrounding family members so that all links between family members are retained when exporting tagged individuals.

All Marriage Records with a Certain Tag Level  This option exports only those individuals who are part of tagged marriages.  Be sure to set the tag level you want to use by using the up and down arrows.  You can also choose to Export all Children of Tagged Marriages. This is so you can include all the immediate family members and have them linked together during the export.

Record Numbering

Try to keep original ID numbers  Legacy looks for and tries to retain the original record numbers whenever possible.  The only reason they can't be used is if they are already being used by other records.)  If this option is unchecked, Legacy will still try to use the same ID numbers, but if it can't, it won't bother telling you about it.

Renumbering RINs and MRINs  As you export, you can have the outgoing records renumbered.  Specify the desired starting numbers.  The numbers will then be used if they are not already being used by any existing records in the family file.

Other Options

Format Names and Places  When exporting new records to a different Family File, you can have all the names and places formatted to the current format settings.  This includes upper casing, initial caps or leaving alone surnames, initial caps on given names, and initial caps on locations.

Export General To-Do Items  Exports To-Do items that are not assigned to individuals but are part of the family file as a whole.

Exclude LDS Information  Skips any LDS ordinance information that is contained in the family file you are exporting.

Privacy Options
Privacy is of great concern when exporting information.  Legacy provides many options so that you can suppress and eliminate sensitive information, individuals, and marriages.  To set privacy optins for the export, click the Privacy Options button.  See Privacy Settings for more information.

Suppression of Living Individuals and Their Families

Suppress Details for Living People - Select this option to remove all details from living persons, except their name. This protects the privacy of living individuals who may not want personal information made public.  
Change Name to "Living"- To provide complete anonymity, you can have the names changed to "Living" when suppressing the details of living people.

Exclude Living People Totally - Removes the person from the file all together.  They are treated as if they are not in your family file at all.  Any ancestors or descendants of a living person are still included in the file (if they are not living).  Non-direct-line spouses of a living person are not included.

Suppress Details for Deceased Spouses of Living Individuals - This option removes the detail information from all dead spouses or partners of living individuals.  Only their names are included.
Change Name to "Deceased"- To provide complete anonymity, you can have the names changed to "Deceased" when suppressing their details.

Suppress Details for Deceased Children of Living Individuals - This option removes the detail information from all dead children of living individuals.  Only their names are included.
Change Name to "Deceased"- To provide complete anonymity, you can have the names changed to "Deceased" when suppressing their details.

Override Privacy Settings

Include Private Individuals - If you have marked one or more individuals in your family file as Private, they are included in the export but their detail information is suppressed and their names are shown only as "Private." If you would like to include their names and information, select this option.  See Information Screen.

Include Invisible Individuals - If you have marked one or more individuals in your family file as Invisible, they are excluded from exports by default.  It is as if they do not exist.  Any non-Private ancestors or descendants are included but the family link is broken by the Private individual, therefore the ancestors and descendants are not linked together.  If you would like to include the Private individuals, select this option.  See Information Screen.

Include Private Marriages - If you have set a marriage or partnership to Private, it is excluded from exports by default.  It is as if the marriage does not exist.  The man and the woman are exported but they are not linked together in a marriage.  If you would like to include Private marriages, select this option.  See Marriage Information.

Include Private Child-Parent Relationships - If you set the Child-Parent relationship between a child and a father or mother to Private, the relationship is excluded from exports by default.  It is as if it doesn't exist.  The child and the parents are exported but they are not linked together.  If you would like to include them, select this option.  See Editing Children.

Include [[ Private ]] Notes - Export any parts of notes and other fields that have been marked as private using the double opening [[ and closing ]] square brackets.  You also have the option to remove the double brackets.  See Notes.

Include Events Marked "Private" - Export individual events that are set to Private.  See Add or Edit an Event.

Include Master Events Marked "Private" - Export all individual events based on master events that are set to Private.  See Add or Edit Event Definition.

Exporting Shared Events
Note:  When you are exporting groups of individuals who use shared event, if an event for one of the individuals being exported is shared from an individual who is not in the group, the person who shared the event will be included in the export.  This has to be done in order for the event to be included for the people in the group who use it.



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