Yes! The clipboard works for the to-do list. Let’s say I need 10 marriage licenses from the Marion County, MS courthouse. Since the to-do will be attached to specific people, the info within the to-do can be generic wording (“obtain marriage license) and then you can attach it each person.
Yes, you can make separate to-dos for each online site you want to use. If you are looking for something specific, you can still use the clipboard and then just change the locality/repository. It will save you time. It may seem like a lot of work but when you look at this person again in 6 months you won’t remember what you have checked and what you haven’t. You can filter by CLOSED to-dos and you will have a list of everything you have already done. michele From: aparsons Sent: Sunday, January 29, 2012 7:09 AM To: [email protected] Subject: Re: [LegacyUG] the value of the to-do list Michele, Thanks for posting the examples. When the To Do is for more than one person, such as a census for 7 people, do you put the to do on the clipboard and put the same to do for all 7? (connect one location to several people) When the To Do is for one person, such as find death info, and you want to look at several online sites do you make separate to do's for each site? (connect one person to several locations) Ann On Sat, Jan 28, 2012 at 1:03 PM, Pauline B. Cramer <[email protected]> wrote: Thank you Michele. Your examples are extremely helpful. And you remind me that I have not used WorldCat since 2009. Pauline On 1/28/2012 9:19 AM, [email protected] wrote: Here ya go! I wish I could do screen shots but I will try  Here is an actual one where I just heard back from a courthouse.  CATEGORY – Marriage Certificate LOCALITY – Lamar Co, MS Courthouse TASK NEEDING TO BE DONE – Obtain Wash and Annie’s marriage license OPEN DATE – 12 Jan 2012 REMINDER DATE – 12 Feb 2012 (I usually put a month) CLOSE DATE: – 27 Jan 2012  TASK DESCRIPTION - Request letter sent 12 Feb 2012.  RESULTS - Lamar County responded back that they don’t have a record of this marriage. A new request letter will be sent to Marion Co.  REPOSITORY - Lamar County Circuit Court 403 Main Street Purvis, MS 39475 (601) 794-3470 www.lamarcounty.com    Here is one where I found a book I needed on World Cat. It happened to be at the Reese Library (Augusta State Univ) which is near me. I add these in and then when I ready to go to the Reese Library I put a filter on so that only the open Reese Library to-dos will show up and then I can print a list.   CATEGORY – Will LOCALITY – Reese Library TASK NEEDING TO BE DONE – Look for Elizabeth Lee’s will abstract OPEN DATE – 17 JUL 2011 REMINDER DATE – 17 AUG 2011 CLOSED DATE – [I haven’t gone yet!]  TASK DESCRIPTION - Check the book Title: Abstracts of the wills of Edgecombe County, North Carolina, 1733-1856 Author: Ruth Smith Williams; Margarette Glenn Griffin Publisher Rocky Mount, N.C. : J.W. Watson, 1980  NOTE: I just copied and pasted the book info from World Cat, I didn’t have to type it!   RESULTS : [I haven’t gone yet]  REPOSITORY: Reese Library (Augusta State University) 2500 Walton Way Augusta, GA 30904 (706) 667-4904 www.aug.edu/~liblsc/Welcome.html [email protected]   NOTE: I only have to put in the repository ONCE. From then on you can pick it from a drop down list.  Right now I have EIGHT entries for the Reese Library. I will print those out before I go. You can sort/filter your to-do list many ways. I also have several to-dos for the the Richmond County Courthouse. I can sort by that and then take the list with me.  The list that prints out has a place where you can write notes which is very handy.  You can make GENERAL entries or SPECIFIC to an individual entries. A general entry might be something like “look for all Martins in the Augusta City Cemetery†and your locality/repository would be Find-A-Grave.  A specific one would be looking for James Elexander Simmons’ death certificate.   I hope this helps  michele    From: Paula Ryburn Sent: Saturday, January 28, 2012 11:29 AM To: [email protected] Subject: Re: [LegacyUG] the value of the to-do list  Michele, Would you mind too terribly sending us an example of how you enter one to-do list item? What you put into each field? Then what report you run to take with you to the library. That would help me immensely. I have started using to-do items, but would definitely like to make sure I don't show up at a library without my full list of things to find. Thanks.  --Paula in Texas Researching: Adair Baker Beasley Benson Betz Bigley Blagrave Burton Chapman Clement Clough Coppernoll Costine Daulton Dinwiddie Doody Ellis Exline Field Floran Floyd Gates Goodale Gordon Gump Hale Harbaugh Hind Hopkins Hughes Hurdle Jones Klein Koyle Laswell McDonald Misner Passwaters Pelton Roberts Roche Ryburn Short Singer Sullivan Weller Williams   ---------------------------------------------------------------------------- From: mailto:[email protected] mailto:[email protected] To: [email protected] Sent: Fri, January 27, 2012 7:56:53 AM Subject: [LegacyUG] the value of the to-do list I have now discovered just how valuable the to-do list is while I have been going through the BCG Certification process.  I wonder now how I managed without it before. At a glance I can see what all I am still needing and what I am waiting for. I have 3 libraries in the Augusta area that have genealogical holdings. World Cat is my friend and I can add items from World Cat into the to-do list and then sort by library. I make ONE trip to the library and I don’t accidentally forget to look at something I need. I can also sort by the Family History Center and I get a list of all of the microfilms I need all neat and tidy. Again, I won’t accidentally forget one that I need.  michele ---------------------------------------------------------------------------- No virus found in this message. 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