Awesome, Tessa, thanks. Your comments about not deleting ToDos and then having a research log from those entries definitely answers some of my needs. Excellent pointers; it is so awesome to get these little helps that you have learned by trial and error.
And Tim, gee whiz, how simple is that? Leave it to you to remind me of the obvious that I have never once considered before about anything - the sample file! I am definitely going to go do that! Kathy On Sat, Apr 14, 2012 at 2:28 PM, Tessa <[email protected]> wrote: > And before you fully embrace any method - enter a few items and then > check out a report because the most important part of this process is > output and how your output works for you. I really noodled around > with this and came up with a system that works for me. Some tips: > (1) do not abbreviate (you will never remember what those > abbreviations were) and it will be helpful if you give your to-dos to > someone who is helping you (I have sent these to a research facility > and relatives in other places) > (2) in the to-do list start with year (it will keep your research by > person in chrono order) > (3) keep your spacing consistent > (4) always include repository (great for when you go to a specific > repository - this was amazing when I went to Minnesota Historical > Society and looked up death certificates - in my to-do title I had > year - certificate number - individual's name; so when I was there I > grabbed microfilms (done by year and then cert #), found my person and > was able to put information into an Excel spreadsheet that I have > prepared in advance (many reports in Legacy can be printed as PDFs or > exported as csv files (read excel) and even better I was able to give > half the list to my niece who looked up information for me - twice the > work result in half the time. > (5) do not - I repeat - DO NOT delete to-dos - include results or > where results are (i.e., image in documents file, image in OneNote > surname notebook) (I don't attach media to Legacy) AND then close it. > You can choose to print out all open, all open and closed, or all > closed - great research log. > I will need to give this some more thought but that is my start. Happy > to share what my to-dos and research notes look like. Is anyone else > on Google+ because we have a small Legacy virtual Users Group that > meets but I would also love to do a hangout and we could share screens > for what we do. > -- > Tessa Keough > [email protected] > Guild No. 5089 > Legacy Virtual Users Group > Surnames - Keough, Murphy, Aylward, Kocevar, Lidman, Zagradisnik > Places - Ireland, Newfoundland, Norway, Slovenia, Sweden, USA (New > York, Illinois, Missouri, Nebraska, Washington) > Blogs - The Keough Corner and Scandia Musings & More > > On Sat, Apr 14, 2012 at 1:08 PM, Kathy Meyer <[email protected]> wrote: > > Aha! Ron, I think maybe you have hit on the answer I need. I haven't > used > > 'to dos' much; played a bit to see how it worked but that's it. I felt > like > > I had to really embrace that function if I was going to use it > effectively, > > otherwise, I would probably enter a few things and forget to go back and > > look. I'm still very much attached to my paper and pencil, making notes > > about what films I want to look at etc. > > > SNIP > > Thanks! Kathy > > > > On Sat, Apr 14, 2012 at 1:42 PM, Ron Ferguson < > [email protected]> > > wrote: > >> > >> Kathy, > >> > >> An interesting question, and one which I doubt if I can answer! You ask > >> for > SNIP > >> My individual's research progress is held in Individual ToDos. > >> > >> Ron Ferguson > > > > -- > Kathy Meyer Heritage Makers Personal Publishing Consultant Phone: 801-921-9644 www.heritagemakers.com/ourlegacycreations ** Legacy User Group guidelines: http://www.LegacyFamilyTree.com/Etiquette.asp Archived messages after Nov. 21 2009: http://www.mail-archive.com/[email protected]/ Archived messages from old mail server - before Nov. 21 2009: http://www.mail-archive.com/[email protected]/ Online technical support: http://www.LegacyFamilyTree.com/Help.asp Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on our blog (http://news.LegacyFamilyTree.com). To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp
