Interesting and helpful! My to-do list is a shambles and my research disorganized to say the least and I find your suggestions inspiring!
Do you include Internet sites to search and if so could you post some examples? As far as additions, what about priority and date you want to get each item done by? I guess the person field is for the individual in your database to be researched? Would you want to add the RIN or MRIN (I just read the article in the most recent Legacy news about organizing by M/RIN and was favorably impressed). Also it would be good to be able to sort the repository by city, county, state or perhaps some other kind of location field so that when you go on a research trip you could hit all the courthouses/libraries along the way--do you know what I'm trying to say?? Also what about a field as to type of task, i.e., letter, phone call, internet request form, email, interview, ILL, etc.? Thanks for bringing up the topic! Pat > Hi all, I keep trying to find the best way to manage my lengthy to-do > list, but there seem to be some limitations with Legacy and with every > other software I have tried (most recently Clooz). Basically, I need > more fields and more ways to combine and/or isolate data! I think > Legacy could be very workable with just a few updates. Right now, I > have it all in Excel. These are the standard fields I have: > > Repository Name > Repository Location > Repository Type > Repository Comments > Source Name > Source Type > Source Comments > Person(s) > Date of Event > Type of Record > Comments > Date Assigned > Date Completed > Next Steps > > Here are some examples from my list: > Repository Name: Smyrna Library > Repository Location: Smyrna, GA > Repository Type: library > Source Name: Decatur/Early, Georgia Newspaper Clippings > Source Type: book > Source Comments: [author's name, call number, etc.] > Person(s): James Bird > Date of Event: 6/15/1855 > Type of Record: obituary > Comments: search index for obituary listing > Date Assigned: 10/6/2006 > Date Completed: > Next Steps: if not found, check the paper copies in the courthouse on next > visit > > Repository Name: home of Jane Harrell Lambert > Repository Location: Bainbridge, GA > Repository Type: personal > Source Name: Jane Harrell Lambert > Source Type: personal > Source Comments: [phone number] > Person(s): William W. Harrell > Date of Event: [none] > Type of Record: photograph > Comments: ask to see & possibly scan photo > Date Assigned: 10/6/2006 > Date Completed > Next Steps: call to schedule visit > > Repository Name: Georgia Archives > Repository Location: Morrow, GA > Repository Type: archives > Source Name: Early County Inferior Court Minutes > Source Type: microfilm > Source Comments: drawer x, box y > Person(s): Elijah Fenn > Date of Event: 8/1845 > Type of Record: estate sale > Comments: > Date Assigned:10/6/2006 > Date Completed > Next Steps > > Legacy already lets me attach a to-do nicely to a person or people or > in general (which Excel cannot do). I would just like to see a few > more enhancements for the next version. Maybe others can build on > this so we can combine ideas to make this really helpful. > > Any thoughts? > Gail > > -- > Gail Rich Nestor > Smyrna, Georgia > www.roots2buds.net > > > Legacy User Group guidelines can be found at: > http://www.LegacyFamilyTree.com/Etiquette.asp > > To find past messages, please go to our searchable archives at: > http://www.mail-archive.com/[email protected]/ > > For online technical support, please visit > http://www.LegacyFamilyTree.com/Help.asp > > To unsubscribe please visit: > http://www.LegacyFamilyTree.com/LegacyLists.asp > > > Legacy User Group guidelines can be found at: http://www.LegacyFamilyTree.com/Etiquette.asp To find past messages, please go to our searchable archives at: http://www.mail-archive.com/[email protected]/ For online technical support, please visit http://www.LegacyFamilyTree.com/Help.asp To unsubscribe please visit: http://www.LegacyFamilyTree.com/LegacyLists.asp
