Organize Your Family History

Stay focused and happy while exploring your roots

The genealogy research log

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I’ve been really bad about keeping a genealogy research log. I’ve seen references to the importance of them and I even tried keeping a handwritten one in my genealogy spiral notebook when I first started back on this journey earlier this year. But that soon fell by the wayside.

Just this week, as I was thinking about my research while using the elliptical trainer at the gym. (It turns out that the elliptical machine and the shower are where my great ideas come to me–and they’re both places where it’s hard to write those ideas down.) I realized that a research log would be very helpful to avoid duplicating research and to see where I’d left off.

I thought about how the log really needed to be searchable, so it should probably be a spreadsheet. I’m really not a spreadsheet kind of gal–they seem so restricting to me. And I pondered if I could get away with it being in a Pages document. (I’m a Mac user–Pages is the Mac’s version of Word.)

I intended today to fool around with creating a Pages template for a research log. But then I opened the January/February 2013 issue of Family Tree Magazine and read an article called Logging On, all about creating a research log. It made me realize that sorting was as important as searching for my log. So I guess I’ll be using a spreadsheet. I could use Numbers (Mac’s version of Excel) or Google Docs. Call me nuts, but I have a distrust of the cloud. I want this info stored on my computer. So I’m going with Numbers.

Happily, the article also gave some really clear guidelines on setting up the log, including suggested column headings. (They include date, name, record or resource, info sought, source citation, etc.) Also included in the article is a sidebar with a list of blogs and websites with how-tos on setting up a research log. One really kind of excited me. It’s Miriam’s Census Spreadsheet, in which Miriam has created a great way to keep track of what census and vital records data she has found for her ancestors. I think that in addition to a research log, I’m going to try to create a similar spreadsheet.

Setting up the spreadsheet for my research log will be the easy part. The hard part will be creating the habit of using it. I teach workshops on building habits and routines, so I might be a step ahead of the game. I know that I’m very capable of creating habits. (I whittle my email inbox down to zero every day and go to the gym three times a week, for instance.) The first challenge will be remembering to do use the log. Something as simple as a sticky note might help with that.

Intellectually, I understand the value of the research log. I think once I start using it, I’ll quickly experience its value. And that reward will help me create the habit.

December 28 is a great day to decide to create a new habit. I’m hopeful that within a few months I can proudly say that I keep a genealogy research log without even thinking about it!

Sharing information is a two-way street

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I visited my parents earlier this month in Walla Walla, Washington, and as I posted last month, I was hoping to get some more family-history information from them.

Well, it turns out they didn’t know the answers to most of my questions (perhaps I’m asking the wrong questions), though my mom was able to fill in the information that her cousin, Jerry Brown, had asked about in a comment to that earlier post.

(Confidential to Jerry: My grandfather, Crawford Brown’s fuel business was called International Fuel and its address was 730 North Washington in Spokane. And my mother’s childhood home, which you visited in around 1949, was E 30 31st also in Spokane.)

But even if I didn’t get my own questions answered, I was able to share information with my mother about what I’d learned about our family history since my last visit. A large part of that was due to the above-named Jerry Brown and his sister, Judy, who generously shared their genealogical information about my mother’s paternal side of the family. That includes a delightful oral history and it was really fun to share that with my mother. I also shared the emails I had received from her cousins when Jerry first found this blog.

So thank you, Jerry and Judy. I appreciate your help. And I appreciate the reminder that even if my mother’s not in a position to further my research, I can enhance her life by sharing what I learned.

I just started a Facebook page for this blog. If you’re on Facebook, please hop over there and like it. I’ll be posting links to blog posts and starting conversations.

Taking stock of my records

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My genealogy file cartI love the last couple of weeks of the year. This is when I set goals and resolutions. And I also typically try to do some decluttering and organizing around my house. I’ve already started the goal-setting process for my genealogy work. But I realized this morning that I needed to spend some time organizing my genealogy records and see where things stand.

I started doing genealogy research back in the first part of the 21st century. My records then were all paper. In fact, I hand wrote my ancestry charts. Since taking up the research more seriously this year, I’ve done more electronically (my family tree is now entered into software), but I do have a tendency to print things out and file them. I blogged awhile back about how I organize my genealogy files.

Above is a photo of the file cart that holds my genealogy files. As you can see it’s looking a little unruly. During that lovely week between Christmas and the end of the year, I think I will go through those files, see what I records I have and what’s missing and tidy things up. I’ll also explore the contents of the files I created years ago called “Census possibilities,” “Places to go,” and “Research tips.” By the end, I hope to feel like I know where things stand with my research. I suspect I’ll end up with a list of things to research, mysteries to solve and holes to fill.

If time allows, I’ll also spruce up my electronic files. They’re in decent shape, but there’s definitely room for improvement. I’ll write a post when that process is over and share the benefits I gained from this effort!

Finding the time for research

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I love doing family history research, but I have to admit that it can be challenging to carve out the time to do it.

Part of the reason is that I always think I want a large chunk of time to work with. I know that once I sink my teeth into a research challenge, it can be hard to stop. But I also know that if I wait until I have a large chunk of time, I may be waiting a very long time. (This is true of so many things, especially decluttering. On my organizing business’s blog, I’ve talked about the power of working on things just a few minutes at a time.)

Yesterday, I had an afternoon without outside obligations. I’m just back from visiting my parents and I have a (non-genealogy) to-do list as long as my arm. But I decided to take some time out to check out the genealogy room at the newly re-opened Central Branch of the St. Louis Public Library in downtown St. Louis. The library was closed for renovation for over a year and it’s a sight to behold. I took the opportunity to acquaint myself with the genealogical holdings of the library and am very excited to make use of this resource.

Another day soon I want to check out an LDS FamilySearch Center here in St. Louis. Taking the time to actually leave my office to check out resources or do some research sometimes can feel really challenging. But I know it’s how I’ll actually manage to make some real progress in my family history research, something I really want to do in the coming year.

Making time for family history research (or any other hobby) is about priorities. I want to make this a big priority for 2013. And I look forward to talking here about some of the progress I make!