First---thank you to everyone who responded.  In light of the basic research
I've done about getting certified, I am taking what you all have said seriously
to heart to keep a much better record within Legacy of the research I am doing.

Right now, I am adding a 1940 census to-do item now, *if* I don't find them on
my first pass.  My parents' families were both in Chicago, so I got their ED #'s
from stevemorse.org and *thought* I was all set.  Ha!  So, I openedindividual
to-do items for each head of household to record the negative results and next
steps.  It's amazing how much people moved around in a city back then.  It seems
my mother's family moved the month after the census was taken!  ;)

Thanks again!
 --Paula




________________________________
From: Michele Lewis <[email protected]>
To: [email protected]
Sent: Fri, March 30, 2012 4:21:27 PM
Subject: RE: [LegacyUG] Research Notes--how do you do it?


I use my to-to list to keep track of everything I need to do in list form (I
need to order microfilm or a marriage license or a death certificate etc).   The
research notes are more of a narrative talking about my theories and why I do or
don’t think something is true.  I do record my negative results in the notes
because it is a tad easier to see than pulling up the closed to-dos.


I use the individual to-do’s like I listed above.  I wouldn’t want to add a
to-do for the 1940 census to every single person in my file that might appear in
the 1940.  That is way too general and it would take way too much time.  I do
use the general to-dos for things like, “Check Forest Park Cemetery for any
Fousts”

I use the locality field to sort by repository (if that makes sense).  I don’t
add the actual repository (the repository tab) to the to-do but I do keep the
repositories up to date with current addresses, phone numbers, hours, fees etc.

Michele

From:Paula Ryburn [mailto:[email protected]]
Sent: Friday, March 30, 2012 4:42 PM
To: [email protected]
Subject: [LegacyUG] Research Notes--how do you do it?

Hi, all.  This may sound silly, but I'm about to "get serious" about doing my
genealogy research.  (!)  Wanted to double-check some things with you.

Based on the posts I've read here, I believe most of you have moved from using
the Individual's "Research Notes" field to using the To-Do List for your
research notes... right?  You record the results of the research on that tab,
close the item, and then open new To-Do items based on those results.  These
results would be both positive and negative.

Am I missing anything?  Have you found any issues in reporting the Results
later?  Like, much later after you may have forgotten your process in reaching a
conclusion?

Do you do most of your To-Do items by Individual?  The last time I did something
"by Repository," I used a search list and printed a report.  (It was a
cemetery.)  I don't see how using a To-Do item would be easier... am I missing
something?  Case in point:  the 1940 Census.  Is anyone using To-Do items, or
opting for the new tool instead?

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
Sanford Short Singer Sullivan Weller Williams



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