Then, regardless of whether you find this entry by way of the To-Do list or through Michael Mayberry’s folder, changes made are changing a universal record. In the example above, this entry also sits in a folder labeled “Michael Mayberry.”
In doing this, it exists only once but can be seen wherever it is of use. Click to EnlargeĪnother value of Zotero lies in the ability it gives us to drag a single item into multiple folders. It displays my notes to myself of problems with birth and death dates that need resolution. In this example, you see an entry for Michael Mayberry. But we want to make sure we do it when possible.įor such issues, I create a note - a to-do item for the specific ancestor or group. We don’t have the time or records to do it immediately. Answer QuestionsĪs we work through the data on our ancestors, we encounter problems that need analysis. The flexibility of Zotero will allow you to create any sort of organizational structure that works for you. I have three subfolders, as you see here - places to gather the three types of to-do items I listed above: I like my to-do lists to fall at the top of my Zotero library menu, so I’ve created a subfolder (which Zotero calls “subcollections”) labeled “_RESEARCH TO-DO LIST,” beginning with the underscore character to make it fall first in alphabetical order. Things I have already collected and now need to process into my tree.Records or books I want to review the next time I go to a particular repository or that I need to order.Questions I want to answer about an ancestor or group of them.The list of things I need to do typically fall into one of these three categories: I have since come to see that I was wasting time and losing information. Like many of you, I used the to-do list option in my genealogy software until I started to see the superior value of Zotero. Click here to see my growing list of blog posts on the wonders of Zotero for genealogy. It got me through graduate school and has since become the place I store everything I collect of my family history. It fully integrates with research notes, and it’s free.įollowers of the Golden Egg Genealogist likely already know of my passion for Zotero. Zotero, on the other hand, provides the ideal research to-do list. The tools aren’t designed to let you apply a single to-do item to multiple people. If you have to move or restore your data via GEDCOM, you will usually lose your to-do items. Most are not accessible away from your own computer. Most genealogy software tools offer an embedded to-do list feature–useful, as far as they go.
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