{"id":9171,"date":"2020-05-31T12:36:21","date_gmt":"2020-05-31T12:36:21","guid":{"rendered":"https:\/\/fhug.org.uk\/kb\/?post_type=kb_article&p=9171"},"modified":"2020-10-14T14:31:34","modified_gmt":"2020-10-14T14:31:34","slug":"using-named-lists-to-track-your-research","status":"publish","type":"kb_article","link":"https:\/\/www.fhug.org.uk\/kb\/kb-article\/using-named-lists-to-track-your-research\/","title":{"rendered":"Using Named Lists to Track Your Research"},"content":{"rendered":"

Introduction<\/h2>\n

Named Lists are a valuable tool for planning and tracking research.<\/p>\n

Before reading on, please consult the Family Historian help for generic instructions on using<\/span>\u00a0Named<\/span>\u00a0Lists. <\/span>What follows here is guidance specific to\u00a0using<\/span>\u00a0them to plan and\u00a0track<\/span>\u00a0research<\/span>.<\/p>\n

Keeping the\u00a0Named<\/span>\u00a0List pane in view<\/h2>\n
\n

The\u00a0Named<\/span>\u00a0List pane, where you view your\u00a0Named<\/span>\u00a0Lists<\/span>, is viewed alongside the Records List. You can toggle its visibility\u00a0using<\/span> Lists<\/span>\u00a0>\u00a0Named<\/span> List Pane<\/a> \u00a0or the corresponding Named Lists<\/span>\u00a0Pane\u00a0button. You can copy (by drag and drop) any record into the\u00a0named<\/span>\u00a0list.<\/p>\n

\"\"<\/div>\n
This pane has three panels:<\/p>\n
    \n
  • \n
    The top panel, that shows a list of of all the\u00a0Named<\/span>\u00a0Lists<\/span>\u00a0in the current file, from which you can select an active\u00a0Named<\/span>\u00a0List.<\/div>\n<\/li>\n
  • \n
    The middle panel, that shows a list or records in the selected\u00a0Named<\/span>\u00a0List, from which you can select an active record.<\/div>\n<\/li>\n
  • \n
    The bottom panel, in which you can see a note associated with the the active record\u00a0within the\u00a0Named<\/span>\u00a0List\u00a0only \u2013 for example, an explanation of why the item is in the list or a detailed specification of the work you want to carry out on that item.<\/div>\n<\/li>\n<\/ul>\n

    Tip: If your screen is big enough you can view the Records List (including the\u00a0Named<\/span>\u00a0List Pane) alongside another window such as the Focus Window by\u00a0using<\/span>\u00a0the\u00a0Window > Tile Vertically\u00a0or\u00a0Window > Tile Horizontally\u00a0commands. And can adjust the slider between the Records List and the\u00a0Named<\/span>\u00a0List Pane to hide the Records List if you wish. You will need to view the Records List and re-tile the windows every time you start\u00a0\u0192h<\/span> to restore the configuration.<\/div>

    <\/div>\n<\/div>\n

    Querying<\/h3>\n
    \n

    To Query items in a list, In a Query Window on the Rows tab use the\u00a0List\u00a0tab, or use the\u00a0=IsInList()\u00a0function. However, you are limited to querying just a single type of item (Individual, Place, Note etc.) so if you have multiple items types in a\u00a0Named<\/span>\u00a0List you’ll need to do a query per item type.<\/p>\n<\/div>\n

    Reporting<\/h3>\n
    \n

    To Report on items in a List, you can use the\u00a0List Report\u00a0(under\u00a0Publish > Miscellaneous Reports). This report will display the identifiers of all items in the list (irrespective of type) and also any list-specific note associated with each item.<\/p>\n<\/div>\n","protected":false},"template":"","fh_version":[13,14,15,739],"skill_level":[17],"topic":[71],"class_list":["post-9171","kb_article","type-kb_article","status-publish","hentry","fh_version-v4","fh_version-v5","fh_version-v6","fh_version-v7","skill_level-intermediate","topic-research-planning-and-tracking"],"_links":{"self":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/kb_article\/9171","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/kb_article"}],"about":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/types\/kb_article"}],"wp:attachment":[{"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/media?parent=9171"}],"wp:term":[{"taxonomy":"fh_version","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/fh_version?post=9171"},{"taxonomy":"skill_level","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/skill_level?post=9171"},{"taxonomy":"topic","embeddable":true,"href":"https:\/\/www.fhug.org.uk\/kb\/wp-json\/wp\/v2\/topic?post=9171"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}