Tuesday, September 13, 2011

Tuesday's Tip - Keep your Genealogy To-Do list(s) up to date

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This week's Tuesday's Tip is to -- create and keep an up-to-date to-do list for your genealogy research efforts - whether in repositories or online.

I have To-Do lists for the following:

*  Surname/Family History and Locality books that I want to review at a library.

*  Periodicals that I want to review at a library.

*  Books and periodicals that I want to purchase or subscribe to.

*  Websites that I want to check out.

*  Online databases that I want to mine for information about my ancestral families (including surnames).

*  Microfilms that I want to review at the FHC or FHL for specific families or records.

Once you have a set of To-Do lists, it is fairly easy to keep them updated.  Mine are in word processing documents, which I print out to take on a research trip.  When I have reviewed a book, periodical, microfilm or database, I note the place and date, and the results found in handwriting, then I update the list in the word processing document after the research trip.  If I find something of interest that is not on my list, I add it to the list at the repository with my notes.  I can then copy/paste the completed items to a Research Log file (also a word processing document) for a record of what I have done, and delete the item from the To-Do list.

2 comments:

Lisa said...

As an avid RootsMagic user yourself I am amazed you don't use the ToDo tools in RM, they are very good and also usable as research logs...

Tessa said...

Some quick questions regarding this tip (great tip as I am currently updating my to-do lists).
1. why don't you use the to-do list in a genealogy database program - they appear to be keyed to individuals as well as general to-dos?
2. why do you delete finished to-dos? Do you ever find you redo a to-do?
3. why do you keep a separate research log?
4. how do you coordinate your genealogy database with your word processing documents?
I am trying to find the most efficient way to keep my to-dos and wonder how yours works in practice. Thanks so much for sharing.