From the day I started doing genealogy research, I was overwhelmed by the possibilities. There were so many things to research, in so many places. Where do I start? How do I keep track of it all? How do I keep from going down a rabbit hole and losing track of my session goals? Sometimes I’d feel so overwhelmed that I couldn’t even start researching and I’d do something else.
Honestly, that feeling of overwhelm has been my overarching challenge all along. It’s why I started this blog, to try to help myself and others get past it. (That’s why my tag line is “Stay focused and happy while exploring your roots.”)
More than a dozen years into this hobby, I finally feeling like I’m getting past overwhelm. I’m happy to say that I’ve developed some strategies that are making me feel more focused and productive. Those feelings in turn help me enjoy doing the work more and consequently I stay motivated to do more research. It’s such a nice feeling that I thought I’d share with you what I’m doing, in the hopes that it might help you.
- I have a default project. Right now (and for the past few months and for at least the next few months) I’m systematically going through my sources from Reunion 11 (my family tree software). I’m up to Source 57 out of a current 380. Each session, I start with the next source on the list and I make sure I’ve thoroughly examined it, entered all the data found in it, followed up (or made a note of) clues contained within it, and attached an image as a multimedia file to the source. Oh and I make sure it’s reasonably well cited. So far I’ve seen lots of room for improvement when examining each source, so a single source might take as much as an hour to go through. Sometimes I can get a few sources done per session. The process has kept me very focused. Even so, I often stumble upon new information and if I have time I’ll sometimes go off on a tangent for a bit. But because I’m checking off the sources one by one, I have a place to come back to.
- I have a goal for each session. When I sit down to research I ask myself, as I always have, what will I work on today? It’s the answer to that question that’s the key. If you know what you want to find out, you know where to start and you know where to end. If you have a goal in mind, you can bring yourself back to it if you find yourself heading down that rabbit hole. Knowing what you want to work on is everything. I can work on my sources project. Or I can work on something else, if I want. I just like knowing what I’m after today.
- I keep track of clues. In Evernote, I keep a list of clues and of things to explore. That helps me stay focused on my goal without worrying that I’ll forget about this tantalizing tidbit I’ve come across. Some days I don’t feel like going back to documenting my sources. Instead I start at my clue list.
- I write down next steps. At the end of any session, I make a note of next steps so I can pick up where I left off. Sometimes I’ll even set a reminder in Evernote so I can get excited first thing in the morning by the day’s new challenge. (I’m trying to put in at least a little research every morning.) This allows me to stop a session because I know I can pick up the thread. And it allows me to start the next session because I know what I’m going to be working on. (And I’m usually anxious to get to it!)
One thing I know about myself is that I do better with fewer choices. So this approach has really helped get past the paralysis that too much choice can bring. A year ago, I heard D. Joshua Taylor speak at the annual conference of the Genealogical Society of Southern Illinois. One of his talks was on time management and he was all about staying focused. Every now and then I read my summary of his time-management wisdom to remind me of the importance of focus.
What about you? Do you have any tips or tricks for staying focused that you’d like to share?
Photo by Mark Hunter via Flickr. Used under Creative Commons License.
jhoguecorrigan says
Really useful ideas, thanks. I really must investigate Evernote. Right now all my “clues” are on scraps of paper scattered on my desk. Sometimes when I find one under a pile I have trouble remembering what/who it refers to LOL!
Janine Adams says
It took me awhile to get on the Evernote bandwagon, but now I find it so useful for keeping track of all sorts of things in my genealogy research, my business and my life. I know what you mean about finding cryptic notes…I’m glad to have those behind me! 🙂 Thanks for commenting.
BookerTalk says
Good ideas here for applying more discipline to my research. I’m very prone to rabbit holes. The think you sent to the lecture on time management was rather sobering when I compare Joshua’s approach to my own. Food for thought.
Janine Adams says
Glad you found the post helpful! I found Joshua’s approach really inspirational and it’s sort of trickled down into my research at last, I think. Thanks for commenting!
Laura Aanenson says
Hi Janine,
I agree wholeheartedly, overwhelmed is a wretched place to be, isn’t it? Even with 30 years (really, can it be that long?) of research behind me, overwhelmed frequently tries to rear it’s ugly head.
A few months ago I decided to overcome overwhelmed once and for all by fine-tuning my research. I resolved to focus on my paternal grandfather’s ancestors (8 surnames) and not be distracted by the shiny objects on other branches of my tree. Starting with just one name and one folder, I am systematically working my way through the records I have (and those I should have) one item at a time.
Like you, I am determined to go paperless. Reviewing one item at a time helps me recycle or shred with confidence; all the information therein is added to Family Tree Maker and documents are digitized as I encounter them. I’ve made more progress in the last few months than I’d made in the last few years!
At the end of each session, I jot my next step on a post-it note, stick it to the next document and place both on the easel on my desk. One step + one document – desktop distractions = one happy researcher!
You spoke directly to me when you mentioned doing better with fewer choices! Knowing our working styles and tapping into that energy really makes all the difference.
Thank you for another wonderful post!
Janine Adams says
Your comment made my heart sing! Thank you so much for describing your process. One sentence about your systematic approach really resonated with me, “I’ve made more progress in the last few months than I’d made in the last few years!” That is so true. I love the simplicity of your post-it note direction for the next session. Bravo! Thank you so much for commenting.