One thing about author and genealogist Phillip M Mayer is he likes to keep things simple. In his guides, readers are taught to use common tools in a simple, straight-forward way to produce clean, easy-to-use results. For example, in his book Indexing Photographs And Documents: A Step-by-step Guide To Organize And Manage Files, Mayer shows how to use the common office tool Excel to easily manage the task at hand.
There are many independent software tools, databases, and methodologies out there for managing and indexing files. By sticking to mainstream tools, like Excel, just about any reader can easily follow the simple steps outlined in this volume. Plus, if you don’t have Excel, the concepts will still apply to any spreadsheet program, like OpenOffice or Numbers. So many of the basic elements that apply to Excel apply to other similar programs. Many, if not most, items are even called by the same names in the various programs: a worksheet, a cell, functions, fonts, margins, borders, etc.
This book offers basic Excel skills (step-by-step how to) coupled with an explanation on using Excel for file management and indexing. Learn better ways to name your files and where to place them on your hard drive. Learn the parts of Excel and of a basic worksheet. Use Excel to index and manage all your digital files or, apply the same procedures to indexing any filing system and stored objects, even heirlooms.
Don’t forget to check out other books from Phillip M Mayer, such as:
Get your copy of Indexing Photographs And Documents: A Step-by-step Guide To Organize And Manage Files from Family Roots Publishing.
Table of Contents
1.0 Introduction
- A Brief Overview
2.0 File Management
- Primary Group Folders
- FAMILY Group
- File ID
- EVENTS Group
- A bit about file names
- FRIENDS Group
3.0 Microsoft Excel Basics
-
- The Bottom Line
- Basic Desktop Navigation
- Ribbons and Menus
- File Menu
- Recent Tab
- New Tab
- Save/Save As Tab
- Open Tab
- Close Tab
- Print Tab
- Save & Sent Tab
- Help Tab
- Home Ribbon
- Clipboard Tab
- Font Tab
- Alignment Tab
- Number Tab
- Number
- Alignment
- Font
- Border
- Fill
- Protection
- Styles Tab
- Cells Tab
- Insert
- Delete
- Format
- Editing Tab
- Sum
- Sort & Filter
- Find & Select
- Insert Ribbon
- Tables Tab
- Illustrations Tab
- Picture
- Clip Art
- Shapes
- SmartArt and Screenshots
- Charts Tab
- Sparklines Tab and Filter Tab
- Links Tab
- Text Tab
- Text Box
- Header & Footer
- WordArt
- Signature Line
- Object Tab
- Symbols Tab
- Equations
- Symbols
- Page Layout Ribbon
- Themes Tab
- Page Setup Tab
- Margins
- Orientation
- Size
- Print Area
- Breaks
- Background
- Print Titles
- Scale to Fit Tab
- Sheet Options Tab
- Arrange Tab
- Formulas Ribbon
- Data Ribbon
- Review Ribbon
- Proofing Tab
- Spelling
- Research
- Thesaurus
- Comments Tab
- Changes Tab
- Proofing Tab
- View Ribbon
- Workbook Views Tab
- Normal
- Page Layout
- Page Break Preview
- Custom Views
- Full Screen
- Show Tab
- Ruler
- Formula Bar
- Gridlines
- Headings
- Zoom Tab
- Window Tab
- New Window & Arrange All
- Freeze Panes
- Split
- Hide
- View Side by Side
- Save Workspace
- Switch Windows
- Macros Tab
- Workbook Views Tab
4.0 Spreadsheets
- Spreadsheet Basics
- Cell
- Column Resizing
- Text
- Sorting
- View
- Header/Footer
- Printing
5.0 Indexing Documents
- Unique ID
- Briefly
- Creating the Template
- Headings
- Format
- Indenting
- Header
- Footer
- Creating a Record
- The File ID Format
- Adding New Empty Rows
- Adding Duplicate Rows
6.0 Sorting
7.0 Source Publications
- Genealogy Presentations
- Presentation is Everything
- Indexing – Photographs and Documents
- Illustrations – A Collage of Genealogical Pictorial Arrangements
- 4 Decades of Pueblo’s German Club