Sent from my Windows Phone From: Wes Sent: Friday, February 04, 2011 1:46 PM To: LegacyUserGroup@legacyusers.com Subject: Re: [LegacyUG] How to manage Research / TODOs / Sources ? On 2/4/2011 2:20 PM, William Boswell wrote: > I use it a lot especially when I find mistakes, order documents for sources, > and do additional research for certain individuals. > > One thing I wish they would fix is for all closed items to not show up each > time I open it. I have to keep running the filter each time to hide closed > To Do's. I have hundreds of To Do's and I hate going through ones that are > done. > > ------- > Bill Boswell > > -----Original Message----- > From: Connie Sheets [mailto:clshee...@yahoo.com] > Sent: Friday, February 04, 2011 1:03 PM > To: LegacyUserGroup@LegacyUsers.com > Subject: Re: [LegacyUG] How to manage Research / TODOs / Sources ? > > I am coming to this discussion late, but since I don't see answers to James' > specific questions, let me try to address some of them. > > I think the Legacy To Do feature is one of the most powerful, and probably > underutilized, features of Legacy.� While I'm still experimenting to > determine exactly when and how I will use it, I have 3 examples of printouts > directly from Legacy I'm happy to share.� If interested please contact me > off-list.� (These example reports were printed to PDF before the bug that > didn't print sources at the end of the report was fixed). > > (1) Research Plan (one can change the report heading to this or any other > title):� For FHL work (or any other repository where there is an online > catalog), I copy and paste the catalog entry into the To Do Description field > as part of my planning at home before I go to the repository.� I like to > format the report with lined Notes in case I want to print a hard copy and > take notes by hand, but there are multiple ways to set up the report. > > (2) A few pages from a Research Log with Notes for multiple people in one > locality:� On this trip, I experimented with abstracting/transcribing > "positive" results directly into Events for the relevant individual, and just > made a brief note of what I found (or didn't find) in the Results field on > the To Do item.� I also experimented with extracting info regarding people > of the same surname (or related surnames) about whom I know nothing (or who > weren't the target of this particular search) directly into the Results field > of the To Do item.� I like the ability to use either the Results or the > Description fields to make notes about the nature of the source, whether I > carefully studied the source or due to time constraints just did a cursory > check of an index, etc. > > I think both the Description and Results fields allow for lots of > information; I've never reached the character limit and I've entered lots of > info.� The major problem is that they've not added the Bold, Italics, etc. > buttons to these fields; if you want to italicize or bold something, you have > to use embedded codes. > > Note:� Although I didn't do so in this example, I could just as easily have > fully transcribed the "positive" findings into the To Do Results field, then > copied and pasted into Events for the relevant individual(s) when I got home. > Or, I could attach > > (3) Research Log with Notes:� This example illustrates a continuously > printed log (rather than one item per page) for one category of record > (Preliminary Histories) for a surname (not attached to a specific individual). > > When I find a "positive" result, I create the source citation, then copy and > paste it from the citation preview screen to the Description field.� I got > in the habit of doing this before the source citation bug was fixed, and will > keep doing it because I want to see the source on the same page as my notes > as to what I found. > > To me, the best part of the To Do feature is the flexibility for how I pull > out the data.� With all the tagging and filter choices that are available, > I could pull out a report for all Marriage Records for all Hancocks in all > localities, or just Court Records for one person in all localities, or > everything I've ever done in Centre Co. PA for everyone, etc.� (BTW, if you > don't > like the default category labels, you can add your own). > > None of this will likely make much sense without seeing the examples, but > yes, James, there is a way (actually multiple ways) in Legacy to do what it > is I think you are asking. I find, however, that I usually have to make a > physical print-out of the To Do items (both before and after I go to the > repository) to clearly visualize/understand what I found (or didn't find), as > opposed to just seeing them onscreen. > > Connie > � > > > > > > Legacy User Group guidelines: > > http://www.LegacyFamilyTree.com/Etiquette.asp > > Archived messages after Nov. 21 2009: > > http://www.mail-archive.com/legacyusergroup@legacyusers.com/ > > Archived messages from old mail server - before Nov. 21 2009: > > http://www.mail-archive.com/legacyusergroup@legacyfamilytree.com/ > > Online technical support: http://www.LegacyFamilyTree.com/Help.asp > > To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp > > > > When I open the To Do List, at the bootm I see the filters. I uncheck the > Closed box. At the bottom left is check box that says "Apply Filter Options > When opening this To-Do list. I checkeed that. Now only the OPEN To-Dos > appear. I am u Using version &.5 under Windows 7 64-bit.
Wes Legacy User Group guidelines: http://www.LegacyFamilyTree.com/Etiquette.asp Archived messages after Nov. 21 2009: http://www.mail-archive.com/legacyusergroup@legacyusers.com/ Archived messages from old mail server - before Nov. 21 2009: http://www.mail-archive.com/legacyusergroup@legacyfamilytree.com/ Online technical support: http://www.LegacyFamilyTree.com/Help.asp To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp Legacy User Group guidelines: http://www.LegacyFamilyTree.com/Etiquette.asp Archived messages after Nov. 21 2009: http://www.mail-archive.com/legacyusergroup@legacyusers.com/ Archived messages from old mail server - before Nov. 21 2009: http://www.mail-archive.com/legacyusergroup@legacyfamilytree.com/ Online technical support: http://www.LegacyFamilyTree.com/Help.asp To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp
