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Automating family history processes can improve effectiveness. Choosing first to create all of | Automating family history processes can improve effectiveness. Choosing first to create all of your research materials in digital format, you would next want to decide to organize them in a simple structure, perhaps like the points of a compass. (You could modify this to meet your own needs.) The four cardinal points of this sample research compass include:<br> | ||
*1. '''Training '''(learning from materials that help in research, and then filing for easy retrieval); | *1. '''Training '''(learning from materials that help in research, and then filing for easy retrieval); | ||
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<br>Notice that a hyperlink audit trail exists from beginning to end, from the sources clear through to the records management software. That software ideally needs to allow OLE (Object Linking or Embedding) so that the research log and analysis table can be opened from within it, using the native software in which they were created. For example, if the log and the table were designed in Microsoft Word, we should be able to create an OLE link to these from the records management program. This allows us to update the log and table while involved in updating family group sheets and pedigree charts. Although the log and table do not automatically populate fields in the records manager, they are close at hand and will be less likely to be forgotten in the update cycle. | <br>Notice that a hyperlink audit trail exists from beginning to end, from the sources clear through to the records management software. That software ideally needs to allow OLE (Object Linking or Embedding) so that the research log and analysis table can be opened from within it, using the native software in which they were created. For example, if the log and the table were designed in Microsoft Word, we should be able to create an OLE link to these from the records management program. This allows us to update the log and table while involved in updating family group sheets and pedigree charts. Although the log and table do not automatically populate fields in the records manager, they are close at hand and will be less likely to be forgotten in the update cycle. | ||
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== <br>Building Menus == | == <br>Building Menus == | ||