Karen Clifford, CEO of Genealogy Research Associates, shares her tips on setting up an efficient organization system using Legacy in the webinar "Organizing for Success." You can also see much of this information at her site FileYourPapers.com:
Have you ever found a relative sharing erroneous data on your favorite research line? You're willing to take the time to politely point out those errors (to prevent others from being misled), but the complexity of how to explain your years of research settles upon your brain like a fog. You rally to the attempt, only to be thwarted by an inability to quickly locate the key supporting documents. After hours of effort, a numbing paralysis sets in at the realization that in order to adequately explain your conclusions, you will need to reconstruct your research process. The result thousands of individual family relationships that could be explained just STOP, or end up in heaps of unsubstantiated opinion files on the Internet. People have asked me over the years, how I can research hundreds of families in the same week, return to a specific spot where I left off fifteen years ago on a client's line, and in a short review period take off again. The best way to prevent a wasteful repetition of work is by consistently using an organizational system that weaves together paper files, research notes, to do lists, evidence located, and conclusions reached. This incredibly simple, yet very successful organizational system has been successfully used by thousands of genealogists. With this system, the essential evidence and its supportive explanations are located in a safe retrievable place, available for constant re-examination. This frees the mind to focus on a new hypothesis, to creatively compile a life-time of work, or to calmly summarize your work for others. In fact, this organizational system makes the entire research process more efficient.
Originally recorded August 3, 2011. Runs 1 hour 58 minutes. If you are a Family Tree Webinars subscriber you can skip to the lecture, otherwise you will have to sit through information about 2011 genealogy events.
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