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Organize Your Family History

Stay focused and happy while exploring your roots

The genealogy research log

December 28, 2012 By Janine Adams 4 Comments

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!

Filed Under: Challenges, Organizing Tagged With: habits, research, research log

Taking stock of my records

December 18, 2012 By Janine Adams Leave a Comment

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!

Filed Under: Challenges, Organizing Tagged With: decluttering, planning, record keeping, research

Setting my genealogy goals

December 4, 2012 By Janine Adams Leave a Comment

One of my favorite things about December is goal setting. I take stock of the year and how did on the goals I set the prior December. And then I create new goals for the coming year. I do this for my organizing business every year, but this will be the first year I’ve set specific goals for my family history research.

I think having goals will help me get past the overwhelmed feeling I sometimes get when I think about my family history research. I think I’ll also create a running wish list, a place to capture research subjects or activities I’d like to do at some point. That will help with the “what should I work on today?” question that comes up from time to time.

I’m going to spend some time honing my genealogy goals over the course of the month, so these might change. But right now, the goals that occur to me are:

  • Take a research trip
  • Meet some of my new-found cousins
  • Attend at least one genealogy-related conference
  • Learn about and take advantage of local research opportunities
  • Do family history research at least twice a week
  • Post to this blog twice a week
  • Increase the readership of this blog

I’m noticing that none of these goals are related to actual research results or the research that I want to accomplish. And that’s okay with me. I’m a big believer in doing things a little at a time and rewarding effort, rather than results. I don’t know where my research is going to take me and I’m really enjoying the journey. So my goal for next year is continue with the research and enjoy the fruits of my labor.

Filed Under: General, Organizing, Reflections Tagged With: excitement, goal setting, goals, research

Overwhelm strikes again

November 13, 2012 By Janine Adams Leave a Comment

My genealogy mind map

Today’s mind map

Today I had a little time to work on family history research and, once again, I got all tangled up in my head on what to work on. A tiny bit of perfectionism reared its head as I considered the best use of my time.

When I start to feel like this, I frequently get nothing done. And that’s what happened today–no genealogy research has taken place.

But what I did do was this: I got out a blank piece of paper and I did a little mind map, trying to get a big-picture view of my research. I thought about whether it was more important to grow my tree or to have as much information as possible on the ancestors who are already in my tree. (I’m adding only verified ancestors to my tree, but in the system I’ve created for myself it takes only one verified fact for me to enter someone to my family history software.)

In the course of creating the mind map (pictured above), I realized that, right now, I want my focus to be adding ancestors. I’m hoping in 2013 to take one or more research trips and the more ancestors I have on my tree at the time of such a trip, the better. (Or so it feels today.)

Of course, now I’ve run out of time to do any research today. But when I turn my attention to it later this week, I’m hoping the overwhelmed feeling will be gone.

Filed Under: Challenges, Organizing, Reflections Tagged With: mind maps, overwhelm, planning

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about me

I'm Janine Adams, a professional organizer and a genealogy enthusiast. I love doing family history research, but I find it's very easy for me to get overwhelmed and not know where to turn next. So I'm working hard to stay organized and feel in control as I grow my family tree.

In this blog, I share my discoveries and explorations, along with my organizing challenges (and solutions). I hope by sharing what I learn along the way I'll be able to help you stay focused and have fun while you do your research, too.

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