Tuesday, September 13, 2011

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

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.


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 Keough 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.