Submitted by jimspoon on 2019/04/05 23:18
Sometimes it's a puzzle to figure out the best way to use IQ to organize your info.  (And one important thing to remember is that you're not tied to any one method - you can often employ multiple methods without them conflicting with each other.)
 
I use IQ to maintain inventories of some of my possessions, especially computer-related stuff.  I started this a long time ago, long before the Tags feature was implemented in its current form.
 
I created a hierarchy of yes/no fields (parent fields and child fields) to keep track of my computer items.  Just as an example, here are the fields used for flash memory cards:
 
Computers and Electronics > Hardware Items > Storage Devices > Flash Memory Cards > MicroSD
 
The field "Flash Memory Cards" has other yes/no child fields besides "MicroSD", including CompactFlash, MemoryStick, and SD.
 
If I check the field "MicroSD" card for an item, I would like it if IQ would automatically check the fields Computers and Electronics, Hardware items, Storage Devices, and Flash Memory Cards.  I can set up auto-assigns manually, but ideally I wouldn't have to do that.  It would be great if IQ had an option to check a yes/no parent field if, for the selected item, any child or "descendant" yes/no field is checked.  As it is I am manually checking the parent fields to achieve the desired result, but that is error-prone.
 
But now we have Tags that do have this sort of inheritance, so I could switch these items from the use of Y/N fields to tags.  Not sure what, if anything, I might lose by going that way.
 
There is yet another way for me to proceed that has some advantages, though it somewhat duplicates the hierarchy of fields.  I have created a field "FlashMemCardType".  This field is set either to the text values CF, MS, SD, or MicroSD for each item as appropriate.  When I do it this way, I can have a single grid of all my flash memory cards.  I can sort or filter it by the FlashMemCardType field.  Could I sort or filter a Flash Memory Cards grid using the subfields or subtags CF, MS, SD, MicroSD?  I don't think that's currently a possibility.
 
Any thoughts on the best way to proceed for this kind of use?  Have any you addressed such questions, and if so, how have you proceeded?  Obviously this can be the kind of question that frequently occurs for IQ users.
 
 
 
 

Comments

Jim,
 
I haven't tried to do what you're doing so unfortunately don't have specific advice about the particular case you're addressing.  I do struggle with how best to apply InfoQube's power and flexibility to accomplish a given task in the best way.  Right now, I'm trying to figure out a notetaking system for science research and am repeatedly frustrated in my attempts to figure out how to tie everything together.
 
One thing that I have found helpful is to construct a "test case" grid where I can enter a limited number of items, and then run the system in the same way I think I'll be using it.  Just forcing myself to actually make decisions about how to do things usually helps me along, and actually using the system can reveal pluses and minuses I wouldn't have thought of on my own.
 
I also keep a separate log with notes on what worked and didn't work, and idea to try.
 
Wayne
 

jimspoon

2019/04/07 23:43

In reply to by WayneK

 thanks Wayne!  I'm glad I'm not the only one who struggles with how to best use IQ, but boy is it great that we have IQ to have that problem!    I like your idea of a test case grid.  

I have yet to really use tags so cannot help much -- I currently have no active project in IQ, but still use it to gather info/notes and would like to tag and/or organise that.
[quote=jimspoon]There is yet another way for me to proceed that has some advantages, though it somewhat duplicates the hierarchy of fields.  I have created a field "FlashMemCardType".  This field is set either to the text values CF, MS, SD, or MicroSD for each item as appropriate.  When I do it this way, I can have a single grid of all my flash memory cards.  I can sort or filter it by the FlashMemCardType field.  Could I sort or filter a Flash Memory Cards grid using the subfields or subtags CF, MS, SD, MicroSD?  I don't think that's currently a possibility.[/quote]
I dont know about your sorting question, filtering I imagine is easier using the tags than multiple y/n fields.
The list (pop-up) field would seem to be the best in your example:
  • in one column you can cleanly see which type of card it is;
  • also the sorting advantage over tags and multiple y/n fields
  • one field as opposed to one y/n for each type
 
Related threads (although probably too abstract to help in this particular example) --

jimspoon

2019/04/09 01:03

In reply to by Tom

 I think you're right, Tom.  A popup list field I think is the way to go for me here and in similar contexts ... I've had some more thoughts on this and I just posted them in the "Tags vs Fields" thread.  Thanks for your input !!