Organize Your Family History

Stay focused and happy while exploring your roots

My “good enough” research log

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My good enough research logWe’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.

Talking about downsizing on Generations Cafe

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I was so happy to be interviewed once again for Amy Johnson Crow’s  podcast, Generations Cafe. It’s a great podcast and I look forward to each new episode.

This week, Amy kicks off a series on downsizing, based on her recent experience in moving her parents from their home of many decades into a smaller space. In this week’s episode, called Downsizing and Family History, we talked at length about how it can be tricky for genealogists to decide what to let go of when they recognize the potential genealogical value of items for future generations.

The intersection of my work as an organizer and my passion as a genealogist is one of my favorite places to spend time, so I really enjoyed this opportunity to talk with Amy. (If you want to learn a little about how Amy organizes her own family history research, check out her How They Do It interview on this blog from July 2017.)

If you’re not already listening to Generations Cafe, I urge you to subscribe. If you’re new to podcasts, Generations Cafe is a great first genealogy podcast to subscribe to! The podcast showcases Amy’s clear-eyed view of genealogy and her excellent communications skills.

So glad to be a tiny part of it!

Registration for RootsTech 2020 is open!

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Registration has opened for RootsTech 2020, to be held in Salt Lake City February 26 to 29! As I mentioned, I will be speaking at this conference. Right now, my talk, The Imperfect Genealogist, is scheduled for Friday afternoon, February 28, but that’s subject to change. (You can see the current schedule here.) In a communication to speakers, we learned that 600 people signed up within the first few hours of registration opening on Wednesday. That bodes well for a well-attended conference as usual!

You can purchase a RootsTech pass for all four days ($169), or a one-day pass for a particular day ($99). And, if you’re feeling flush, you can also purchase an Ultimate Experience Pass (for $799) that gives you reserved seating, and behind-the-scenes opportunities, including a main stage rehearsal opportunity. You can check out this comparison chart of the various pass options.

RootsTech also offers Family Discovery Day on Saturday, February 29, for members of the LDS church. It’s free, but registration is required.

If you know you’ll attend, I urge you to register now (the early bird pricing above ends until October 11) and book a hotel room at the same time. The RootsTech block of rooms at the conference hotels are already selling out. You might consider booking a hotel room even if you’re still on the fence, since you can cancel it later if you decide not to attend. But be sure and make a note of it. Last year, I didn’t attend RootsTech, but I did book a hotel room months before–and promptly forgot. Imagine how shocked I was when I received an email suggesting I could check in for my Salt Lake City room online just a couple of days before the conference. Thankfully, I was able to cancel without penalty.

In addition to the the over 300 breakout sessions and daily general sessions with keynote speakers, RootsTech also features a giant Expo Hall where you can see the latest and greatest products and services for genealogists and talk with representatives from those companies. The conference is sponsored by Family Search, which typically has a huge booth staffed by their personnel to help you learn to take full of advantage of Family Search. Exhibitors also offer talks in the Expo Hall.

If you need more convincing, check out 10 Reasons to Attend RootsTech. And here’s an 11th reason. If you go, you can meet me! If you decide to attend, please let me know in the comments, if you haven’t already in a previous post, and we’ll arrange to meet up.

August 30 x 30 wrap up

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It’s the end of another 30-day challenge. About 30 of you signed on in the comments and maybe others took it on without commenting. How’d it go?

These challenges are so valuable for me because they elevate genealogy research on my priority list. Some months, I’m able to do 30 minutes of research all 30 days. Other months, I’m not so lucky. Unfortunately, this was one of the latter months. I did pretty well the first half of the month. But the second half of the month went cattywampus for me because of a perfect storm of injury (I tripped on the sidewalk in front of the post office and scraped myself up pretty well) + oral surgery + one outrageously busy week leading organizing teams that, unfortunately, immediately followed the oral surgery. This last week of the month, though, has been much more calm and comfortable and I have researched every day, except Tuesday. On Tuesday, I just plain forgot.

I’m still processing all the documents/photos from my June Kentucky research trip. But little by little, I’m getting through them. I think I’m going to have another 30 x 30 challenge in October because I’ll certainly need one.

So with my true confessions over, it’s now your turn. How’d the month go? Did you get in as much research/organization as you hoped? Was the challenge helpful? Please let everyone know in the comments!

Join the mailing list!

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.