Organize Your Family History

Stay focused and happy while exploring your roots

How my research log keeps me focused

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Ever since I got serious about genealogy in 2012, I’ve struggled with keeping a research log. (Before that, I didn’t even consider keeping one.) In March 2017, after a few unsuccessful attempts at other formats, I settled on keeping my research log in Evernote with a simple note per session where I take free-form notes and always end the note with next steps. The notes are kept in a notebook by year. In April 2017, I blogged in detail about my informal research log. And in March 2017, I blogged about why keeping a research log is important. (If you click on that link, be sure and read the comments, which are really insightful.)

I’m in the middle of a 30 x 30 challenge and therefore researching daily in short sessions. I’m proud that there is a note for each day this month in my 2019 Research Log notebook. One benefit I’m seeing of my research log is that it’s keeping me focused and saving me time. And I appreciate that!

I always write next steps at the bottom of each entry. (True confession: Sometimes, during unproductive sessions, I just copy and paste the next steps from the previous day.) That means that when I sit down to research, all I have to do is pull up the previous day’s session notes and I know exactly what to work on. No more paralysis with the question “What should I work on today?”

Also, writing down what I’m doing seems to keep on task. I try to write as I go with frequent notes in my log each session. Sometimes, though, I end up doing a brain dump at the end of the session. Writing down what I’m doing or have done, keeps my research question top of mind.

When I come across a clue that I want to explore in the future (about a different research question or a different family than the one I’m researching today), I write it down in a follow up folder. I keep follow folders by surname and check them every now and then.

Staying focused is so hard in genealogy research with so many wonderful things to explore and so many temptations put right in front of us. A research log–in concert with follow-up folders to jot down future tasks–is my secret weapon for staying focused. My research log is far from perfect. But it’s consistent and, I’m finding, very helpful.

I have a Facebook group called Genealogy Research Loggers. Please join if you’re interested in research logs!

Do you have unread resources on your hard drive?

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Earlier today, I was entering my PayPal transactions into my financial software and I saw that I had purchased a document from Sassy Jane Genealogy last month that I had not read and don’t even remember purchasing. So I looked in my Mac’s Finder to see what I’d downloaded from that website and saw that it was a pdf called Ten Skills Every Genealogist Needs. That sounds fantastic! I can’t wait to read it.

I knew there were doubtless other forgotten documents on my hard drive, so I created a notebook in Evernote called Downloaded items to read/watch NOW and put it in my genealogy stack. Then I went on a hunt for other unread or underutilized resources hanging around on my computer. I bought them with the best of intentions and then moved on to the next shiny object.

I found digital copies of Family Tree Magazine. At least one webinar I haven’t watched. A research guide to Kentucky research. Another Sassy Jane Genealogy guide. And I feel like I’ve barely scratched the surface!

In these next couple of low-key weeks, I’m going to try to actually read or watch these valuable resources. And I vow to do a better job of keeping track of what I buy/download. Evernote should be my friend with this.

How about you? Do you have any learning resources you’ve downloaded but forgotten about? Happy hunting!

 

Backing up Evernote on a Mac (updated)

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I like storing important files on my hard drive, not in the cloud. Call it unreasonable, but I have a distrust of the cloud. Yet I love Evernote, the cloud-based note-taking and information storing app. In fact I depend on it for many facets of my personal, business, and genealogy lives. So I was thrilled when reader Corbin Dodge, J.D., was kind enough to spell out instructions for backing up Evernote to your hard drive, after I expressed my fear of what would happen if Evernote vanished, in a comment on my blog post How I store my genealogy information. I went through all the steps of Corbin’s clear and detailed instructions and now have such peace of mind knowing that my notes are safe and easily accessible outside of the Evernote app. (I back up my hard drive to an external hard drive and to the cloud.) I didn’t want this valuable information to remain buried in the comments, so Corbin has graciously agreed to let me reprint them here. [Note: Evernote issued an update which changed the way the backup is created. This post has been updated to include the new instructions.]

I share your concerns re: what if an app goes belly up (what nightmares are made of!).

One thing I admire about Evernote is that it is easy to backup your notes so they’re accessible even if the app goes away. To do this on Mac:

(1) select the “Notes” heading in the sidebar

(2) On mac, hold down the command key and the “A” key at the same time, which will select all notes (on PC, hold down the control key and the “A” key at the same time)
(3) On the main menu bar, click “File”, then select “Export notes…”
(4) A window will pop up. There is a drop-down box labeled “Format”. It gives you 2 options. Choose “HTML”
(5) Save*

To access the backups, click on any note in the folder. It will open in your default browser. You can backspace out the note name in the url to get the full table of contents of every note that was backed up. Not as smooth to browse as the app, but reassuring to know your notes are accessible even if Evernote goes away! It also saves the images, albeit as a separate image file

*I’ve found this folder structure works well to organize backups for my various apps:
Dropbox / Backups / Evernote / 2017-09-27 Evernote Backup

Selecting the HTML format is a safeguard in case Evernote ceases to exist. The alternate option is to save them as “Evernote XML Format (.enex)”, which is an Evernote-specific file format which saves more metadata about each note (e.g., notebooks, tags, author), so this choice could be useful if you ever need to restore lost notes into Evernote (i.e., if their sync ever messes up). The downside to .enex is that it’s not a universally-friendly file format, so it wouldn’t do you much good if Evernote ever goes kaput.

p.s., an added benefit of backing your notebooks up in HTML format is that you can easily go back and retrieve a previous version of any single note without affecting all of your Evernote notebooks (which would be the case if you didn’t select “HTML” in step 3.

You can learn about Corbin’s digital marketing business at corbin-dodge.com and read about his adventures renovating his 100+ year home at eastwoodbungalow.com. Thank you, Corbin!

 

My (very informal) research log

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A few commenters have asked me for samples of my research log. I hesitate to supply it because mine is so informal and not necessarily a good example for others to follow. But in the spirit of helping others, I offer it up.

I keep my log in Evernote. I have a notebook there called “2017 Research Log” and each time I do some research I try to create a log entry. I create a new note in the aforenamed notebook and head it with the date. Then I just type notes that I think might be useful in the future. I try to include what I was looking for, what I found and what next steps would be.

Here’s why it works for me:

  • First and foremost, it is easy for me to keep up. I just jot some notes to my future self and don’t get hung up on filling out a complicated spreadsheet or making sure I have every bit of information. For me, making it easy enough so I’ll actually do it trumps making it more complete.
  • It’s searchable, so I can easily search by person or surname. I could tag it by locality, family line or other category, though so far I haven’t done that.
  • Did I mention it’s easy?

Here’s a screenshot of a recent entry that’s fairly representative.

My genealogy research logI used to use a template in Evernote, one that I created when I was partnering with the dear departed Springpad. (I put that template at the top of this post; click on the image to make it bigger.) But I find I do better writing free form–I think it brings more information out of me.

Earlier this year I was experimenting with using the Log function in Reunion, also writing free-form notes, but I’ve discovered I prefer Evernote. I use Evernote on a daily basis for various aspects of my life and business, so I’m very comfortable with it.

I should mention that one downside to using Evernote as a research log is that it’s not sortable. It is searchable and taggable, but I can’t sort it like I could a spreadsheet. So far that hasn’t been an impediment to me.

I don’t think there’s any one right way to do a research log, but I’m pretty sure there are better ways than mine. But it’s working well for me at the moment.

If you are a spreadsheet person and aren’t intimidated by the opportunity to enter a lot of data, by all means check out Thomas MacEntee’s amazing research log spreadsheet.

Also, if you haven’t already feel free to join my Genealogy Research Loggers Facebook group for more conversations about research logs (as well as some samples from others).