Organize Your Family History

Stay focused and happy while exploring your roots

The research log habit: Could you use some accountability?

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Earlier this week, I blogged about how I’m trying to create a research log habit in 2017. A couple of commenters mentioned that they, too, would like to create a habit of logging their research every session and have found it difficult in the past. One of the commenters, Barbara Schmidt, suggested that perhaps a peer support group would be helpful. I think she might be onto something.

I know first-hand that accountability can be very powerful for creating habits. So I’d love to offer a simple way for readers of Organize Your Family History who are so inclined to get that accountability for creating a research log habit.

Here are a few options. Could you let me know in the comments if you’re interested in participating and, if so, which format you’d prefer? I’ll probably go with the one that gets more votes (unless it’s trumped by an option that is easier and more sustainable for me). If you have an idea not mentioned here, please let me know.

  • A monthly accountability blog post from me in which people can check in via the comments all month
  • A weekly post on the Organize Your Family History Facebook page in which folks check in
  • A closed Facebook group where people post when they’ve used their research log. That could also be a place where people bounce around ideas for research log formats.
  • I pair you up with one other person with whom you can become accountability partners and communicate privately
  • Another option I haven’t thought of but you have

If this appeals to you, please comment on this post and let me know what option would work best for you (or if you have a better idea). In the next week or two, I’ll set something up. Unless, of course, no one is interested.

Creating a research log habit

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Creating a research log habitI’ve been doing genealogy research long enough to know the value of keeping a research log. Yet I really resist it. I’m not sure why and it’s driving me a little crazy. I was thinking about it this morning as I was walking my dog and I vowed to amend my 2017 genealogy goals to add this important goal:

  • Create a habit of logging each research session

I think one of the reasons I’ve resisted using a log is that I find myself a little intimidated by complicated spreadsheets. The research log created and shared by Thomas MacEntee is a thing of beauty. Used regularly and properly it would elevate anyone’s research. Yet the idea of filling it out is just too much for me. And so I’ve been very hit or miss on writing down what I’m researching.

On my walk this morning, it hit me that a research log is like any organizing system: The very best one is the one you will use. It’s not a one-size-fits-all thing. There’s no right way to do it. The important thing is to just do something.

When I got home, I mindmapped what a simple research log I might create for myself would look like. Then I looked back at my previous attempts, all in Evernote, and I realize I actually have something in place that I can just pick up and start using again.

Back in late 2013, I partnered with the personal organizer app Springpad (RIP Springpad!) and created a Family History Organizer custom notebook. Part of it was research tracker template, a very simple form to track what you’ve done in each session. A Research Log Lite, if you will. I think I never felt my research tracker template was good enough to qualify as a research log and I didn’t fully commit to it. (I’ve blogged about my attempts.) But now I feel that if I use it regularly, I’ll actually have a nice body of knowledge. I’m going for it.

Today’s the first day of a new focus on keeping a research log. I created a 2017 Research Log notebook in Evernote, which is my preferred place to keep track of information (genealogy-wise and otherwise). I revised the original research tracker template a little and placed in my 2017 Research Log Notebook. (That’s the template, in its entirety, up in the top of this post. Click on the image to see it larger.)

I created my first note in the notebook, titling the note with today’s date and the names of the ancestors I researched. I copied the template into the note and filled it out. I tagged it with the ancestor’s surname (Adams) and created an “Adams RL tag”, so I can easily pull up all my research log notes about the Adamses.  I hope this is the beginning of a wonderful habit.

Bonus! I made the research tracker template, public, so you can add it to your own Evernote account if you want to give it a try.  Just click on the link and it should open up in Evernote for you. (I’m a novice at public Evernote notes, so if it doesn’t work for you, please let me know and I’ll figure it out.)

I’m always excited about creating new habits in the new year; I hope to be reporting here that it’s become ingrained!

I’m curious: Do you keep a research log? If so, in what format?

Start off 2017 with a clear research desk

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I originally wrote this blog post in November 2015. I thought it might come in handy for those of you looking to get your ducks in row for the new year. Having a clear desk can give your productivity a huge boost. If you haven’t seen the surface of your desk in awhile, here are the steps you can to get it clear. After you’re done, take just a few minutes at the every research session to put everything away.

If you can’t remember the last time you saw your desktop in your genealogy research space, perhaps it’s time to experience the joy of a clean desk. I know that time to do genealogy research is limited for most people and the last way  you want to spend your precious genealogy time is on cleaning up your desk. But it’s worth it. When you sit down at a clear desk, your mind is more clear and you can be more focused on your research.

But there’s good news: It doesn’t have to be hard or time consuming. Here’s a step-by-step suggestion for creating some order on your desk, swiftly.

  1. Set your timer for 25 minutes.*
  2. Clear everything off your desk (and I mean everything except, perhaps, your computer). Put like things together into rough categories as you go. (For example, put papers together in a pile on the floor near your desk; put office supplies together, etc.) It might be helpful to have some bankers’ boxes or plastic totes handy to hold the categories, but the floor will do too.
  3. Put away the items that already have homes. For example, put binders and books where they belong. If something belongs in another room, put it in a box or bin that you’ve marked “Relocate to another room” so you don’t wander away from the room you’re working on. At the end of the session, you can put all that stuff away.
  4. Go through the non-paper items and put back on the desk those things that deserve to take up such prime real estate. Only those things you use every research session should be placed within arms’ reach when you’re sitting at your desk (with the possible exception of items that give you great pleasure to look at). Relocate or discard the other non-paper items that were on the desk.
  5. Take all those papers and put them in a box of some sort. Mark that box “Backlog.” (I use a box similar to this one from IKEA for that purpose and I place that box on a shelf.)
  6. Every time you’re at your desk, set a timer for ten minutes and go through the papers in the backlog, discarding, scanning and/or filing as required. Do this ten minutes a day for as long as it takes to eliminate the backlog. (You might be surprised how few of these short sessions it takes.)
  7. Don’t add to the backlog box. Instead, at the end of each research session take the time (probably less than five minutes) to clear off your desk and put everything away. That way, you’ll start each session fresh.

* When your timer goes off, stop what you’re doing and take a five-minute break. Then set it for another 25 minutes and get back to work, unless you’re done.

My genealogy research plan for 2017

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I’ve been giving some thoughts to the goals I want to set for my genealogy research for next year. I’m a big goal setter and I’ve written posts about my genealogy goals for 2013, 2014, and 2015. (I guess that I didn’t set any for 2016. I blame my puppy, Bix, who completely disrupted the 2015/2016 transition.)

I reviewed those posts this week and was struck by the fact that while I’m pretty good about setting genealogy goals, I’m pretty bad at achieving them.

So this year, I decided to keep it painfully simple. I’m setting only three four goals. And I’m narrowing my focus, in a big way.

I know that I do better with fewer options because I’m easily overwhelmed by choices. In 2014 I addressed that by coming up with a plan to focus on one family line per quarter.

In 2017, I’ve decided to take this a step further and focus on a single family line the whole year. 2017 is  going be the year of the Adams family. This feels big to me–simultaneously exciting and weirdly scary. But I feel if I keep my focus on the Adams family (starting by finishing the transcribing and abstracting George Washington Adams’ giant pension file), I will stay more focused and dig deeper. I’m a little concerned it might get boring, but I don’t think so.

You can bet that I’ll let you guys know how it goes.

The three four goals I’ve set (in concert with limiting my focus) are:

  1. Research at least five days a week
  2. Take at least one research trip
  3. Attend at least two genealogy conferences, to avoid tunnel vision and keep me sharp. (One of those will be RootsTech, since I’m speaking there. I haven’t yet determined the other(s).)
  4. Create a habit of logging each research session. (I added this goal after my ruminations on December 27 that led to this post.)

How about you? Do you set goals for your genealogy research? If so, do you care to share them?