Tracking progress

My memory is not what it used to be. And I’m finding the more family history research I do, the more I’m duplicating effort. In the process of researching one person, another person will pop into my mind. I’ll look for a record for that person, rejoice in finding it, then realize I’d already found it!

So in an effort to avoid that, as well help me in my never-ending quest to not feel overwhelmed about my genealogy research, this past weekend I created a series of progress-tracking spreadsheets. I was inspired by Miriam’s Census Spreadsheet, which is a Google Doc. I’m a Mac user and I used the Numbers program (similar to Excel) to create three spreadsheets (so far) that track progress, by ancestor, on finding the following records:

Sheet 1: BMD

  1. birth records
  2. marriage records
  3. death records
  4. burial records
  5. grave photos

Sheet 2: Censuses

On the first table (pictured above) I have a row for each ancestor (this is a work in progress…I’ve been adding info a generation at a time and up to my great-great grandparents), and a column for each U.S. Census. I fill in the square in blue if that record was found. A grey square indicates the ancestor wasn’t alive for that census. A blank (white) square indicates I still need to find this record. I also have a table of state censuses, so I can note those.

Sheet 3: Military

Here I track what military records I’ve found for each ancestor, by war or conflict. This one’s definitely a work in progress.

Going through this process helped me realize how much census work I’d done and how much more work I had to do to find birth, marriage and death records. I think these charts will help me feel a sense of accomplishment and also help me hone in on work that needs to be done. I’ll keep adding ancestors from Reunion, until I’m caught up, and then plan to keep up with the spreadsheet as I find more records.

Where was I?

I can use this form to plan my next family history research session

For me, the biggest impediment to starting a research session is not knowing exactly what to work on. Today, I was reading an article on what to do with the last few minutes of the workday and was struck by a suggestion from Julie Morgenstern, a hugely successful professional organizer. She suggests spending a couple of minutes to identify the most important thing you’ll do in the first hour of work the next day.

I do something like this for my work life (I plan the top four priorities for tomorrow), but it occurred to me this could be really useful for my family history research. If, at the end of each research session, I identified a few things to work on in the next session, the question of what to work on would disappear. I’ve flirted with this before, but what struck me today was that I could create a form (I love forms!) that I would fill out at the end of each session and keep it handy for the beginning of the next session.

I have a similar form for my work day (here’s a link to it on Pinterest), so I adapted it for my family history research. It’s pictured on this post. At the top I have the top four research items to work on. At the bottom, I have a checklist of things to make sure I do as I close up the session.

I think this form will go a long way toward getting me past that barrier to getting started. And making it easier to get started will help me carve out little bits of time to do my research.

 

 

Need some help? Check out Genealogy Karma

Back in the day, there was Random Acts of Genealogical Kindness, a website where frustrated family historians could request help from strangers. And receive it. It was created by Bridgett and Doc Schneider in 1999, but closed down in 2011.

The subscription site Mocavo has created a similar site, Genealogy Karma, in tribute to the Schneiders and the volunteers who made Random Acts of Genealogical Kindness so valuable. Launched just last week, this site allows people to make requests for genealogical help in far-flung areas and be matched with volunteers who can help them. When you go to Genealogy Karma, you have the opportunity to either volunteer to help someone or to submit a request for help. You can also read the current requests and responses.

Reading the responses to the requests has been very educational (and rather enjoyable) for me. I haven’t seen any requests directly relevant to my research, but I’m fascinated by the resources mentioned in the responses. It’s very inspiring!

If you’re looking for help, if you want to help others, or you just want to learn about some ways to go about getting past brick walls that you may not have thought of, Genealogy Karma is definitely worth checking out. Bravo to Mocavo for making it available!

Livescribe: A potentially great tool for genealogy researchers

I recently purchased a Livescribe smartpen. (That’s a referral link that should have a 15 percent discount attached; if you buy from it I also get a small commission.) I bought the pen in anticipation of attending the national conference of the National Association of Professional Organizers, which I attended earlier this month in New Orleans. I’ve also used it in client appointments. Now that I have had it for a couple of weeks, I realize it could potentially be very helpful with my family history research.

What’s a smartpen? (Surely that’s a term coined by Livescribe.)  As you take notes on its special paper, it records the audio of what you’re listening to and links it with your notes. So, in replay mode, when you touch the paper with the pen, you hear what was being said when you made that note. You can also upload the recording and images of your notes to your computer (or the cloud, depending on which version of the pen you buy). When you click on your handwriting in the uploaded images, you hear what was being said as you were writing.

Think about that. It’s an audio recorder that’s linked to your written notes. So when you interview a family member, you can find what you want in the recording, based on your notes, instantly. If you attend a genealogy lecture (or conference), you don’t have to rely on your memory to understand your notes.

I feel like I have seen the future and it is the Livescribe smartpen.

There are a few versions of this pen. I bought the Livescribe Echo, which is the penultimate version. (The Pulse, which is no longer for sale, was the first and the Sky is the latest.) The Echo requires plugging in a cable to get the data off the pen and onto the computer. The newer version, the Sky, has wifi and uploads directly to Evernote. I chose the Echo because I wanted to make a smaller investment and don’t mind plugging in the cable.

On the advice of a Livescribe-loving friend, I also purchased the 3D recording headset, which produced really clear recordings, even in a noisy conference setting.

Here’s a video about how the Echo (the version I bought) works. My investment was only $100, including the headphones, thanks to a referral discount and special going on earlier this month. To me, it was well worth the investment!