I am pretty new to Legacy.  I am doing all of my research so far in
microfilms.  So, I put the actual film number as the To Do Item,
followed by the type of record, such as "2159802 bapt cert".  Then I
can tell at a glance what jobs can be done together.  Now, this is not
fully utilizing the powers of Legacy, but it's a start for a beginner
who is not yet familiar with sorting, etc.  I can hardly wait to try
the tips I have received from you all!

Dee 
San Diego


On Thu, 28 Oct 2004 22:18:06 +1000, Rob Weiss <[EMAIL PROTECTED]> wrote:
> RIch,
> Thanks for this tip.  I'm still grappling with managing ToDo's, and haven't
> got it right yet.  Something I have learnt the hard way is that it is
> necessary to record what you DIDN'T find as well as what you did find. (I
> read this somewhere but its significance didn't penetrate my thick skull
> until I kept going back to the same source for the same information and
> continued not to find it!).
> So I currently keep a running log in a particular ToDo until I close it off
> completely, at which point I guess I could delete it, like you do.  Problem
> is I often only get part of the info I need in one go. (eg. name but no
> birth date, or birth date but no death or marriage dates.)  Maybe my ToDo's
> are too big (e.g. "Get details of all children of Fred Smith".)
> 
> Would be interested to hear more about how you (and anyone else) copes with
> "progressive" ToDo's, and other tips for managing the research process
> efficiently.
> 
> 
> 
> Cheers,
> Rob
> 
> ----- Original Message -----
> From: "Rich Schulthies" <[EMAIL PROTECTED]>
> To: <[EMAIL PROTECTED]>
> Sent: Thursday, October 28, 2004 1:35 PM
> Subject: Re: [LegacyUG] To Do List
> 
> > What I do, and it has helped immensely,  I  put all the dead ends on the
> > To DO list, as you also do,  but when I get the actual facts
> > desired,  I create a new source based on  data, and remove the To Do. I
> > found when I kept a research log,  updating it was a hassle.
> > Now, I  delete finished  To Dos. (I have over 1000 on my list at present,
> > that may have something to do with my maintenance mode.
> > Rich in LA CA
> >
> > Cathy wrote:
> >
> >> Hi Nigel,
> >> Thanks for the question - it makes me think about how I use the To-Do and
> >> whether I can do it better.
> >>
> >> Since the To-Do list is a guide to research to be done, I find it helpful
> >> to add a "repository" to each item. For me, in this context, it means the
> >> place where I expect to be able to find the answer whether that be a
> >> particular library, online (but don't stop what you're doing to look
> >> right now), my brother, ...
> >>
> >> This means that I can very quickly generate a report of things To Do if I
> >> get a chance to go somewhere. eg - a friend rang and said there was an
> >> exhibition at a library some distance away. Would we go and stay on and
> >> do some research for a couple of hours? I was able to do useful things I
> >> wouldn't have thought of at the time as I could print off my To-Do list
> >> for that place.
> >>
> >> I realise that I don't make use of the Locality field. This would be more
> >> important to me if I was planning a trip interstate or overseas. Then I
> >> could produce reports of things to be done in a particular area. eg look
> >> for and photograph tombstones in x cemetery. Perhaps I should start in
> >> anticipation :-)
> >>
> >> I also make use of the Category to order my research. This means that
> >> when I go to the library (or online) I have like things listed together
> >> so that I search a shipping index, for example, for everyone listed
> >> rather than doing everything on my To-Do list for Joe before moving on to
> >> what I want to find out about Mary.
> >>
> >> I record non-finds in the To-Do and see them as more important to keep in
> >> the To-Do (as completed items) than completed finds - which are now
> >> recorded within the data.
> >>
> >> I look forward to hearing other ideas so that I can refine my own.
> >>
> >> Cheers,
> >> Cathy
> >> Western Australia
> >>
> >> At 05:48 PM 24/10/2004, you wrote:
> >>
> >>> I am a new user and have spent the last few months dusting off paper
> >>> files
> >>> and placing the information / data into the database. The next stage
> >>> that I
> >>> would like to tackle is use the 'To Do' facility. I wonder before I
> >>> start if
> >>> there is some sort of guidance that anyone would like to offer.
> >>> Obviously I
> >>> have seen the help function, but I found this sadly lacking with advice.
> >>> For
> >>> example it would be useful to be able to print out a list depending upon
> >>> locality irrespective of the actual family / individual, or by specific
> >>> record type (i.e. census) again irrespective of actual family /
> >>> individual.
> >>>
> >>> I found that short articles in the Tips section on the legacy web site
> >>> very
> >>> useful, but unfortunately there is not a tip on "To Do Lists"
> >>>
> >>>
> >>> Thanks in advance
> >>>
> >>> Nigel Walker
> >>> South Africa
> >>
> >>
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