Michele, I agree with what you and Marian, etal, are doing for formal Research and I do that when taking trips to various repositories. I may be wrong but I think what Tim was addressing was how to keep track of the random online browsing moments. I do that as well. I have an Individual or Family screen open for reference and do searches online leading to who knows where or what. I try to keep track of these so I do not keep repeating the same search over and over. Of course I record what I need to do in a ToDo list for follow on research. Maybe this isn't the best approach but it's what I do.
Larry Lee Michele Lewis <[email protected]> wrote: >I use the to-do list to keep track of everything. It is especially important >as a correspondence log so I know what I am still waiting for in the mail. >Any major negatives results also go in my notes. Having said that, ICAPGen >(the accreditation people) require research calendars when you turn in your 4 >generation report. The to-do list in Legacy doesn't work for this because >every single task is an isolated event instead of everything related to a >single research goal showing up together. I have a Microsoft Word doc >similar to what Marian showed in the Webinar that I am using just for this one >purpose. I actually like the to-do list in Legacy better because you can see >at a glance what hasn't been done and what has been done. I use tagging to >show what I plan to do vs. what I have already done. For things that I have >written off for, I can't close it out until I actually receive the document in >the mail so that is why I use tagging to show what I have done and what I >haven't, if that makes sense. > >Michele > > > > >-----Original Message----- >From: Tessa Keough [mailto:[email protected]] >Sent: Thursday, July 19, 2012 2:24 PM >To: [email protected] >Subject: Re: [LegacyUG] Webinar > >The interesting thing I learned when I posted in the Google+ Stream yesterday >after the webinar is that Marian does not use Legacy to any great extent - I >don't know if it is because she does research for clients or if she is in >process of changing programs BUT I also wanted to know how you incorporate the >types of forms she uses with Legacy, how you make sure you are not doing lots >of double entries, and how you keep track of all those research >"documents/forms" in your filing system (be it paper based or computer based) >and how you note it in Legacy. >That was the question I asked in my post and while I liked the look of her >forms and definitely see their use - I do write up research plans >- how do we incorporate with to-dos, and where do you take it from there. One >thing I wish we had in Legacy in the ability to place in a Research Manager >(similar to RootsMagic). I realize that Geoff plans to do a webinar about >using To-Dos so I hope it incorporates how to "reuse" Marian's forms in his >presentation. In the meantime, what do others do? > >Tessa Keough >Guild of One-Name Studies, No. 5089 >Legacy Virtual Users' Group >One Place Studies - Plate Cove, Newfoundland 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 > > > > >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 > > 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
