Organizing for optimal efficiency

Most genealogy software tools offer an embedded to-do list feature–useful, as far as they go. But for me, they don’t go far enough. Most are not accessible away from your computer. If you have to move or restore your data via GEDCOM, you will usually lose your to-do items. The tools aren’t designed to let you apply a single to-do item to multiple people. Zotero, on the other hand, provides the ideal research to-do list. It fully integrates with research notes, and it’s free.

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Research To-Do List in ZoteroRead More »

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A research log made perfect sense once. In fact, I felt great pride in my mammoth binder with neat notations, hand-crafted tabs, and cross-referenced numbers. My notebook even had a flap with a Velcro latch to secure it. I protected this treasure, when paper ruled. But paper stopped ruling a long time ago. Once I weaned myself from the inconvenience and limitations of paper, OneNote became my research log of choice — also with limitations. But then came Zotero, which made me ask the million-dollar question: Why do I need a day-by-day research log at all? And guess what? I don’t. 

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Goodbye research log — hello ZoteroRead More »

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Genealogy requires us to capture and organize mounds of information. We can do it the hard way, or we can use Zotero. This robust, free tool simplifies the capture, organization, and use of citations and research notes. You can cite sources with a single click. Attach images, documents, spreadsheets, and PDFs. Sync to free cloud storage and get your notes anywhere there’s Internet access! It got me through graduate school, and now it’s revolutionizing my genealogy. It’s a GEG’s best friend. In Part 1 of my Zotero series, I tell you why you should bother. Don’t miss out! …

Zotero for genealogy: getting your ducks in a rowRead More »

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