Keeping Logs in Reunion for Mac

I touched on the practice of logging genealogical research efforts in my recent article, Documenting Unknown Dates. I kept that article mostly computer platform agnostic so it could be as universal as the topic is for genealogists. A side effect of that generality is that I got questions about how to keep a research log. I already had an article series planned, of which this is the first on the subject. I’ll be doing a series on keeping genealogy tasks lists as well, so look for that in the future.

I plan a series of articles because there are myriad ways of keeping research journals. In fact, if you have a favorite you’d like to share, leave a comment so others can benefit from your knowledge and experience. Since most of you are Reunion users, I’ll start there. I’ll cover the other genealogy software in future articles and videos as well as other Mac based software to get this important job done with a minimum amount of fuss.
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The Varied Ways to Add a Spouse in Reunion 9

Adding spouses is a common task undertaken with any genealogy software. It’s also one of the sources of dreaded duplicate records. Considering the frequency of use and the perils, it makes sense to take the time to understand the subtleties of how to add spouses in your genealogy program.

In the genealogy software, Reunion 9 for Mac, you can add new people as spouses (people for whom there is no record in the family file) or people for whom a record already exists in your family file. You can add a spouse to a family card where there is already a different spouse and to one where there is not. In combination there are four situations, all of which I cover in this video from the MacGenealogist Archives, Adding a Spouse in the Reunion for Macintosh Genealogy Software. I also show you how to add a same-gender partner.

GenealogyTools Members, download this video to your computer for your private use.

Setting the Preferred Spouse in Reunion 9

Tired of having to switch spouses after navigating to a family card for a relative with multiple spouses? Well, you’re in luck. The spouse you want displayed by default can be configured quite easily in genealogy software, Reunion for Mac.

In this video from the MacGenealogist Archives, Setting the Preferred Spouse in the Reunion for Macintosh Genealogy Software, I show you how it’s done.

GenealogyTools Members, download this video to your computer for your private use.

How to Order a Spouse

No, this isn’t about telling your spouse what to do, or even obtaining a new partner via mail-order; it’s about how to change the order of spouses in the genealogy software, Reunion 9 for Mac.

Putting spouses in the correct order—ascending order of marriage—improves consistency of the spouse popup menu and prevents a problem in lists: when a record for a woman with multiple husbands is in a list that includes the married name field, and the married name fact is not populated, the most recent husband’s surname is used for the woman’s. Okay, that explanation is a great example of how trying to teach with the written word isn’t as effective as a demonstration. It’s actually quite simple when you see it.

Watch this video from the MacGenealogist Archives, How to Change the Order Spouses in the Reunion for Macintosh Genealogy Software, so you can change the order of spouses in Reunion 9 for Mac and clear up any confusion I may have caused by my description of the potential problem with lists.

P.S. Happy Valentine’s Day!

GenealogyTools Members, download this video to your computer for your private use.

Mailing Address List and Report in Reunion 9 for Mac

How would you like to know how to create lists of contact information (mailing addresses, phone numbers, email addresses. etc.) for people in your genealogy software, Reunion 9 for Mac family file? Do you want to create mailing labels or do a mail merge from the same data? Well you can thanks to the mailing address list functionality in Reunion 9 for Mac.

In this video from the MacGenealogist Archives, I delve into each button, setting, and field of the mailing address list and report windows in Reunion 9 for Mac, Mailing Address Lists and Reports in the Reunion for Macintosh Genealogy Software.

GenealogyTools Members, download this video to your computer for your private use.

Mailing Addresses in Reunion 9 for Mac

Reunion 9 for Mac can store contact information for people in your family files. Mailing addresses, phone numbers, email addresses, and web addresses can be stored for individuals and families. Contact lists can be generated and the information can be included in reports such as a family group sheet. You can even copy the information into and out of Reunion for use in other software.

I demonstrate all this and more in this video from the MacGenealogist Archives, Storing and Using Mailing Addresses in the Reunion for Macintosh Genealogy Software.

GenealogyTools Members, download this video to your computer for your private use.

Here’s a Way to Quickly Enter Data About Children in Reunion 9

When you have genealogy data about children to enter into your family file you can accomplish the task fastest by using the batch entry and editing window of Reunion 9. Name, gender, status, birth, and death information can all be edited in a tabular form on one window, which is much faster than editing each child separately. The time saving gets even bigger when you’ve got more than one child in a family to add or edit.

This video from the MacGenealogist Archives, shows you the various ways to access the feature and how each option works. If you’re not using this feature you’ll want to dig right into this screencast. If you are using it I still suggest you watch the video to ensure that you aren’t missing out on any of the details.

GenealogyTools Members, download this video to your computer for your private use.

How I Find and Correct Duplicate Place-Names

You may be surprised by the number of different ways you’ve entered the same place-name in your Reunion 9 for Mac family file. This is especially true if you don’t routinely check for and correct duplicate place-names. I recommend putting this on your calendar to do periodically just like checking for “unlinked people.”

In this video from the MacGenealogist Archives, I show you my method for locating and correcting duplicate place-names: Finding and Correcting Duplicate Place Names in the Reunion 9 for Mac Genealogy Software. As you’ll see, it’s easier to spot the duplicates the way I do it when compared to only using the places list. It works if you have 2000 or fewer place-names in your family file. If you have more than that use the places list as I demonstrate early in the screencast.

GenealogyTools Members, download this video to your computer for your private use.

What All Reunion 9 for Mac Users Must Know About Surname Prefix Sorting

Surely somewhere in your genealogy there’s at least one ancestor with a surname prefix. You know, those names that start with “Mc,” “von,” and so on? If you do, you need to know that Reunion has special rules for sorting names with these prefixes. If you don’t set it to sort the way you want, your index may not be sorted as you think it is. This can make finding a person in a list difficult including the index that is included on some reports.

Have no fear! I’ve dug into all the intricacies to figure it out and simplify it for you. In this video from the MacGenealogist Archives, Surname Prefix Sorting in the Reunion for Macintosh Genealogy Software, I point out the pitfalls and show you what your options are, including one you may not know about even if you are familiar with the prefix words preference options.

GenealogyTools Members, download this video to your computer for your private use.

Using Ditto Shortcuts to Enter Surnames and Place Names with One Keystroke

How efficient are you at entering surnames and place names in genealogy software, Reunion 9 for Mac? Did you know you can enter even very long names in only one keystroke? You can with the ditto shortcut feature and a little help from me.

The help comes by way of this video from the MacGenealogist Archives, Using Ditto Shortcuts to Enter Surnames and Place Names in the Reunion for Macintosh Genealogy Software, in which I show you how to master this efficiency feature. I also share a couple gotchas, so you’ll want to watch this short video even if you already use ditto shortcuts.

GenealogyTools Members, download this video to your computer for your private use.