Connie, Thanks a bunch! Those examples are exactly the kind of info. I was hoping to get back on these questions. It is so much more helpful to be able to look at real examples too. Pics really are worth 1,000 words.
Someone earlier had said they made a TODO for each source, and your examples look like you do the same. After seeing this, I believe my TODO's were too high level. I was trying to deal with multiple sources in a single TODO (like I said 25 - 30 of them), but splitting them out like you have would make things eiser on myself for data entry but I think also give me greater flexability in pulling it back out again. I will be playing with this idea for sure. On Fri, Feb 4, 2011 at 12:02 PM, Connie Sheets <clshee...@yahoo.com> wrote: > 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 -- James Cook http://loosestacks.blogspot.com/ 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
