I have had several people ask me what my process is when I get a new document. I follow this sequence of events for every document I receive. Since I do it the same way every time I don’t miss anything.
1) I scan the document and save it to my hard drive. I put a complete source citation in the metadata of the image. I have a consistent file naming system than I use so I can find any document I need very quickly.
2) If this is a document that I found online I do not make a paper copy. If this is a document that I had to get from a repository/courthouse I put it in a sheet protector and I label both the document and the sheet protector with a complete source citation.
3) I transcribe and abstract the document. I don’t do this for every document (yes, I know I should). I use Transcript to make it a bit easier.
4) I extract the information into Legacy and attach a source citation to each entry. This is a little more involved than it sounds because if there are any conflicts I have to address those conflicts.
5) I then link the document to the appropriate place in Legacy. Where I link it depends on what sort of document it is.
Copyright © 2015 Michele Simmons Lewis