Note: Version 7 introduced Research Notes<\/a>, which you should consider rather than Notes as they overcome many of issues mentioned below.<\/p>\r\n\r\n\r\n\r\n You will almost certainly want to ensure that your ‘work-in-progress’ is not visible when you publish anything (report, book, website\u2026), so remember to mark your notes as private using privacy markers e.g.\u00a0[[<\/strong>private text]]<\/strong>\u00a0AND<\/strong>\u00a0to configure your reports etc. to exclude private text (see the \u0192h<\/span><\/span> documentation for instructions to configure this).<\/p>\r\n\r\n\r\n\r\n It will be easier to locate Notes (or collections of Notes) being used to track research if you adopt a consistent way of working and\/or some conventions for the note contents.<\/p>\r\n\r\n\r\n\r\n There is no way of asking \u0192h<\/span><\/span> to open a particular note, query etc. at startup to present you with a ‘To-do list’ as a reminder of what you were working on.<\/p>\r\n\r\n\r\n\r\n You may wish to include some specific information in your research notes (Priority, Status, etc.) to help you work with them. There are a number of ways of doing this, each with advantages and disadvantages, but it is most easily done using Notes.<\/p>\r\n\r\n\r\n\r\n If you include\u00a0Labelled text\u00a0in your note (version 3 and above) you can construct queries or reports, or configure record lists, to display this text.\u00a0Labelled text\u00a0is text that appears in a single paragraph prefixed by (e.g.) “Status: ” (the label). Search the \u0192h<\/span><\/span> help file for more detail on how to use this function.<\/p>\r\n\r\n\r\n\r\n With Notes you can also use the Custom ID field to hold e.g. a Status (e.g. Planned\/In progress\/Complete). The Custom ID is accessible via the All Tab in the Property Box for a Note; the Main Tab can also be customised to show it with a custom label (e.g. Status), and the field can be included in Queries. (It will also appear in Reports, but will be labelled as Custom ID.)<\/p>\r\n\r\n\r\n\r\n You can include more than one Custom ID field in a note so could use additional instances for other purposes (such as Priority).<\/p>\r\n\r\n\r\n\r\n If you use customise the Main Tab in this way, be aware that the customisation will apply to ALL Notes, just just ones you are using to track your research.<\/p>\r\n\r\n\r\n\r\n Because there are so many ways of working with Notes to track research, it is not possible to provide example\u00a0Queries\u00a0that will suit everyone.<\/p>\r\n\r\n\r\n\r\n However, there are some Standard Queries that provide a good starting point to customise, depending on how you have chosen to work.<\/p>\r\n\r\n\r\n\r\nHiding your notes in reports etc.<\/h2>\r\n\r\n\r\n\r\n
Locating your notes<\/h2>\r\n\r\n\r\n\r\n
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![\"\"](\"https:\/\/fhug.org.uk\/kb\/wp-content\/uploads\/2020\/04\/find_rn_in_notes.png\")
<\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n\r\n
Structuring your notes<\/h2>\r\n\r\n\r\n\r\n
Querying<\/h2>\r\n\r\n\r\n\r\n