Ever since I did my portfolio for the BCG, I have used the to-do list every time I write off for a record. For the portfolio, I had to go back and get all of the records that I had used databases for (Ancestry.com marriage databases for example) One thing that has been very helpful is the repository list (you attach the repository to the to-do). Not only does it allow me to easily access the address and phone number of the repository (most of the time it is a county courthouse) but in the notes section I can record the particulars like how much they charge for copies and whether or not they require a SASE. This has saved me so much time. I wrote off for a couple of marriage licenses from Marion County, MS today and with once click I had the address of the circuit court and I could see that I needed to include a SASE along with 25 cents per copy.
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