Organising your Research – Family Historian User Group

Sub Categories

Census Preparation with Family Historian & Rootsmagic: Demonstrates how to drill into your Family Historian database to discover work to be completed
Charting, Dynamic Icon Highlights and Color Coding: How to highlight individuals etc
Customising Family Historian: A Migrant’s Experience: TMG migrant Phil Leslie explains how he customised Family Historian preferences to his own needs.
Introducing Projects: If you are new to using Family Historian an/or migrating from another product, it is advisable to understand what projects are and why they are useful
Named Lists: Named Lists are probably the most under used and misunderstood functions in Family Historian, perhaps because they can be used in so many ways
Other Programmes for Planning and Tracking Research: Sometimes the Research Planning Facilities within just don’t quite “do it”; this leads to an examination of external applications
Planning and Tracking Your Research: Many family historians recognise a need to plan and track their research activities, so that they: don’t forget something they plan to do don’t repeat something they’ve already done don’t lose track of progress in the middle of a protracted research activity
Record Flags: Record Flags are simple markers that you can attach to an Individual Record to indicate something about that individual that is useful for you to know when you are researching, or displaying the results of your research
Research Notes: Family Historian 7 introduced Research Notes to help you organise and track your genealogical research, while keeping notes about your research separate from notes about the subject of your research
Research Planner Version 2: Important Note: Research Planner will not be upgraded for use with Family Historian V7
Simplenote: Simplenote is a multi-platform application from the makers of WordPress (the blogging software people – Automattic
To-Do List Attribute: This technique creates a Custom Attribute in which the Note field holds labelled details of Work In Progress or Research To Do for the associated Individual; and a dedicated custom Property Box Tab provides a convenient shortcut to create, access, and update these details
Todo.txt: The todo.txt format is a simple set of rules that make todo
Using Named Lists to Track Your Research: Named Lists are a valuable tool for planning and tracking research
Using Notes To Track Your Research: There are a number of things to be aware of when using Notes (Note Records) to track your research
What’s New in Family Historian 7: A video by Calico Pie showcasing new features in 7.
Zim: This application helps manage various genealogical projects that researchers can find themselves jumping between
Zotero: Zotero was developed primarily to assist in writing academic papers – where the quality of the references is one of the major contributors to “Indications of Esteem”