Organize Your Family History

Stay focused and happy while exploring your roots

Quick Tip #45: Have a genealogy email address

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Here’s the next in my occasional series of bite-size Quick Tips. Click on the Quick Tips tag for my other Quick Tips. Because I tend to write longer posts, I wanted to provide a quick-to-read (and quick-to-write) post every now and then on a small topic that pops into my head. This one could turn into a time saver!

Create an email address for genealogy

Keeping track of email is a challenge for the best of us. (You do not want to see how many emails I have in my inbox right now!) One way you can make genealogy life a little easier is to create a dedicated email address specifically for emails related to your research. So if you are reaching out to cousins, repositories, or DNA matches you send your inquiries from that address and use that address on any contact forms. How you create a new email address and filter the responses depends on your email client, so I won’t go into that here. I just want to plant the seed that having an email address dedicated to genealogy might make your life a little bit easier!.

My good enough research log is good enough

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My good enough research logI wrote this post back in January of 2020. This informal logging method has stood the test of time for me. I’m still using it though I’ve moved from Evernote to Apple Notes. It’s not good enough for a professional genealogist but for my hobbyist self it keeps me on track, which is my top priority. I thought I’d repeat the post today. (The Evernote template pictured lasted exactly one month; I don’t use it any longer even during 30 x 30 challenges.)

We’re in the midst of a 30 x 30 challenge this month so I’ve been researching every day. It feels great. I have no more than 30 minutes (sometimes less) to research most days this month, so I rely on my research log to help me start each session.

I’ve blogged before about my research log and its value. This month, because I’m working on my RootsTech talk “The Imperfection Genealogist,” I’ve been reflecting on the fact that my very informal research log is far from perfect. But it’s certainly good enough.

How do I know it’s good enough? It’s because I’m in touch with why I want to keep a research log and the ways I use it. For me, it’s about knowing what I’ve researched in a given session and (perhaps more importantly) what my next steps are. It also tells me at a glance how frequently I’m researching. I keep my research log in Evernote, but I track of all my documents and family tree elsewhere, so I’m not creating source citations or storing documents in my research log. You might have a research log for different reasons. And yours may be very different from mine. And that’s great.

My good-enough research log is an Evernote notebook by year (I started the 2020 research log notebooks ten days ago), pinned as a shortcut in the sidebar. Each time I research, I open the notebook, create a new note with today’s date, and then write in free from what I worked on that day. I write down the questions that come up. I write down any discoveries. And I end the session by writing down the next steps. That way, when I start the next session, whether it’s the next day or the next month, I know where to start. That’s been a huge time saver for me. (I blogged in more detail about my research log in this post. About a year ago, I wrote a post about how my research log keeps me focused.)

This month, I’ve added an Evernote template that allows me to check off that I completed a session and I also add how many minutes I researched, because I’m hoping that I’ll get in 900 minutes in the 30 x 30 challenge, even if I don’t manage 30 minutes in some individual sessions. This is motivating to me, because when I see the checkmarks each day it makes me want to not break the chain. I also jot down in a couple of words what type of work I did. The picture at the top of this post is screenshot of the note that contains the template, which is in addition to my usual daily note but also stored in the 2020 research log notebook. (To get that template, I clicked on New Note, then on Template right in the note, then Habit Tracker in the Template Gallery. That inserted the template into the note and I edited it a bit.)

When I first started contemplating creating a research log in 2012, I could understand its value but I got wrapped up in trying to do it perfectly. Predictably, my first attempts failed. But as soon as I got in touch with what I really wanted out a research log and I made it easy to accomplish, things fell into place. Now, I’m glad to say that I’ve developed a habit of logging my session every day.

A couple of years ago, I created a Facebook group called Genealogy Research Loggers. We’re a pretty quiet group, but if you’d like some help and accountability for creating a research log habit, please join us!

For detailed information on how I organize my own genealogy research (including my research log), check out my Orderly Roots Guide, How I Do It: A Professional Organizer’s Genealogy Workflow, available for $19.99.

September 30 x 30 challenge wrap up

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It’s the end of September! It feels like a long month, if I’m being honest. I’m curious to know how your 30 x 30 challenge went, if you chose to participate. Were you able to do 30 minutes of genealogy research (or organizing or whatever you committed to) every day?

My goal had been to go through my paper genealogy files and weed them out. I got off to a pretty good start but my efforts started to peter out as other priorities emerged. I really do want to get this project done by the end the year–I don’t have space for these files since we’ve moved! The good news is that I shifted my focus to getting caught up on my business’s Quickbooks entry and was able to give that daily attention. And that felt great. I’m almost caught up and I plan to stay caught up now that life is a little more back to normal.

How about you? Please let us know in the comments how your 30 x 30 challenge went and whether it was helpful!

September 2024 30 x 30 challenge mid-month check in

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We’re halfway through September. If you’re participating in this month’s 30 x 30 challenge, in which we’ve committed to doing 30 minutes of genealogy-related activity for 30 days in a row (or whatever variation of that you’d like), it’s time to check in. How is it going? Let us know in the comments.

I’ll start. I had committed to working through my paper genealogy files, making sure that I have scanned everything in them so I can let them go. I’ve moved to an apartment and I have a fraction of the file space I had when I lived in our big home. How’s it going? Not great, but horrible either. I worked on the project probably six of the 15 days. And I’m making slow progress. One thing I know is that if I hadn’t taken on the 30 x 30 challenge, I wouldn’t have done anything!

Please comment and let us know how it’s going and whether the challenge has been helpful!

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When you first join the list, I’ll send you a few emails to help you organize your family history. After that you’ll hear from me at the end of every month when I send an email with links to that month’s posts. And every now and then, I’ll let you know when I have something special to promote.