Lessons learned from my research trip

Lessons learned from a research tripI just arrived home from my trip to the Midwest Genealogy Center in Independence, Missouri (about a 3.5 hour drive). I wrote earlier in the week about how I prepared for it.

I had a great time. The library is beautiful and the people who work there so helpful. I met up with my friend and fellow genealogy researcher Lori Krause and we researched together at the library and had dinner together.

There were two things I didn’t bring that I wish I had, most notably my reading glasses. I wear progressive lenses in my glasses, which have a reading area at the bottom. But since I spent some time using microfilm reading machines, I had to tilt my head way back to read. And that got a little uncomfortable. I actually have computer glasses, too. Next time I’ll bring those as well. This was definitely an oversight on my part.

The other item I didn’t have that would have come in handy was Post-It notes for marking pages of books I wanted to copy.

I brought my laptop computer along and was glad I did. I also had my iPad, but I prefer Reunion’s desktop client more than its iPad app, so I stuck to the computer. I was so glad I’d brought a flash drive, which I did at the suggestion of reader Maria Tello. The library’s copy machines will store the image on a flash drive. So I copied pages from a couple of books right on to my flash drive, free of charge. (How cool is that?)  I was also glad I’d brought water and some snacks.

I was really glad for the preparation I’d done, but it wasn’t enough. I actually blew through the spreadsheet I’d prepared of resources I wanted to check quite quickly. And then I was faced with trying to use my time well. When I would feel overwhelmed by all the possibilities, I would focus in on the Brown family, the branch of my family that I’m focusing on this quarter.

Next time I go, I’ll try to perhaps stay a little longer and have shorter research days. After a full day of research yesterday, I was seriously tired. And I want to have a laser focus each day. I think I’ll pick just a few people and really hone in on what I know and don’t know about each of them and see how I can flesh out the information. This trip I tried to look up information on too many people and so I felt scattered.

Was the trip successful? Yes! I’m a little disappointed that I didn’t have any Eureka! moments, but I did add eight new sources in Reunion. Having been to the library once will allow me to plan even better for the next trip, as I move my way up the family tree.

End-of-the-quarter evaluation

brownfanchartAt the beginning of the year, I put together a research scheme in which I would focus on researching (and organizing the research) one branch of my family each quarter. The first quarter ended yesterday, so I thought it might be a good idea to report how it went.

Overall, I’m pleased. The first quarter of 2014 was devoted to my father’s father’s side of the family, the Adamses. Knowing which family I was researching kept me focused, which was terrific. The downside is that I certainly didn’t finish researching that family (like I ever would), nor did I finish organizing the Adams research that I had uncovered in the past. But that’s okay, because I can pick it up again in January 2015. And, of course, I can work on it whenever I want–my plan isn’t a law, after all.

So now that it’s the second quarter, I turn my attention to the Browns, my mother’s father’s side of the family. That’s timely for a couple of reasons. They’re a midwestern family for a number of generations back and I am paying a visit to the Midwest Genealogy Center in Independence, Missouri, next week (!). Also, there is a Brown Family Reunion in June, so I’ll be extra motivated to uncover and organize my research so I can share it with cousins.

I’m kind of excited to switch the focus of my research. I’d gotten the easy stuff out of the way with the Adams family and of course when it gets more difficult, it requires more patience. So switching gears is quite welcome.

I think it’s a little early to proclaim my quarterly research scheme a success, but at this point I can certainly imagine doing it again next year!

Focusing my efforts in 2014

My strategy for focusing my genealogy efforts in 2014In December every year, I take some time to set some goals. I set them for my organizing business and for my personal life. This will be the second year I’ve set goals for my genealogy research. (If you want, you can read the goals I set last year.)

In thinking about my genealogy goals for 2014, I realized that I really want to be more focused and organized in going about my research. I still struggle with not knowing what to work on in any given session. And that lack of focus makes it hard for me to actually get started.

I just hit upon an idea that I think I’ll try. I’m going to assign a family line to each quarter of the year. In this structure (which I just thought of, so it’s still evolving in my head), I won’t be limited to working on that line necessarily, but if I don’t have something else specific I want to do, I will work on the family line assigned to that quarter.

I’ve decided that the schedule will be as follows:

  • 1st quarter: Adams (my father’s father’s line)
  • 2nd quarter: Brown (my mother’s father’s line)
  • 3rd quarter: Rasco (my father’s mother’s line)
  • 4th quarter: Jeffries (my mother’s mother’s line)

At the start of each quarter, I’ll take stock of where my research lies. I’ll use my progress tracker to see what census, vital and military records I’ve already located.

During each quarter, I’ll try to do the following for each of the lines:

  • Fill in the gaps on my progress tracker
  • Make sure my surname files for that line are organized on my hard drive
  • Ensure that everything in my paper files for that line is also organized on my hard drive
  • Fill in collateral relatives on my family tree in Reunion
  • Search for sources for unsourced data provided to me by cousins
  • Go up at least one generation in verified information
  • Attach photos to my family tree in Reunion

What I like about this idea is that it should keep me more focused. And help me feel less overwhelmed. It should get me past the “what should I work on today?” question that can be such a barrier. And, perhaps best of all, it gives me some specific goals and a deadline–the end of the quarter. (I love a deadline!)