Organize Your Family History

Stay focused and happy while exploring your roots

Why keep a genealogy research log?

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Why keep a genealogy research log?I’ve been writing about research logs quite a bit these days, particularly about my intention in 2017 to ingrain a habit of logging my research every time I do research. I created the Facebook group Genealogy Research Loggers (feel free to join us) and I really have been trying to be good about using a research log.

Recently, I received a comment on a blog post I wrote about genealogy research logs way back in 2012. Commenter Morag apparently stumbled on that post earlier this month and left this comment:

I don’t understand the value of a research log. Do you have any good posts about that, by you or someone else?

I don’t think I’ve ever written any great posts on the why of a research log. To me the value of keeping track of your research is intuitive and it’s always gone without saying. But then I realized it was a question worth addressing. So I told Morag I’d write about my reasons and then ask the smart readers of this blog to comment with their own perspectives.

For me, I think it’s valuable to write down what I’ve researched at the end of each session for the following reasons:

  • It allows me to take stock of what I’ve done
  • It prompts me to write down next steps (which helps eliminate the paralyzing question of what to work on)
  • It helps me avoid repeating searches I’ve already done
  • It keeps track of things I would otherwise inevitably forget

This thought process begs the question of what a research log actually is. I’m gathering that the term means different things to different people. For me, a research log has always been simply a record of the research I’ve done, coupled with notes about potential future exploration. I don’t store my genealogy data or source citations in a research log. Those I keep in my family-tree software, Reunion. I keep my research log in Evernote, using a very simple template I created or sometimes just a free-form note. It’s informal and not shared with anyone. I have also been experimenting with using the Log feature in Reunion for a particular research problem, but I think I’ll go back to Evernote for everything.

I’ve learned through the Genealogy Research Loggers Facebook group that different people are comfortable with different formats, and I think that’s great.  I think the best research log format is one that is simple enough that you’ll actually use it and complex enough to provide you with the information you need.

But getting back to the original question, why do you think it’s important to keep a research log? Please share!

The new Genealogy Research Loggers Facebook group

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Genealogy Research Loggers closed Facebook groupBased on the conversation in the comments of last week’s blog post about accountability for creating a research log habit, I started a closed Facebook group called Genealogy Research Loggers. If you’d like to join us and talk about types of research and ask for accountability, please do. Just click on the link and request membership and I’ll approve you. I tried to send email invitations to everyone who commented on that blog post.

Special thanks to Maria Tello, who is a professional genealogist with a solid research log habit, who was the first person to join the group. She’s already been really helpful in sharing a photo of her research log format and explaining her philosophy.

I look forward to some good discussions!

The research log habit: Could you use some accountability?

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Earlier this week, I blogged about how I’m trying to create a research log habit in 2017. A couple of commenters mentioned that they, too, would like to create a habit of logging their research every session and have found it difficult in the past. One of the commenters, Barbara Schmidt, suggested that perhaps a peer support group would be helpful. I think she might be onto something.

I know first-hand that accountability can be very powerful for creating habits. So I’d love to offer a simple way for readers of Organize Your Family History who are so inclined to get that accountability for creating a research log habit.

Here are a few options. Could you let me know in the comments if you’re interested in participating and, if so, which format you’d prefer? I’ll probably go with the one that gets more votes (unless it’s trumped by an option that is easier and more sustainable for me). If you have an idea not mentioned here, please let me know.

  • A monthly accountability blog post from me in which people can check in via the comments all month
  • A weekly post on the Organize Your Family History Facebook page in which folks check in
  • A closed Facebook group where people post when they’ve used their research log. That could also be a place where people bounce around ideas for research log formats.
  • I pair you up with one other person with whom you can become accountability partners and communicate privately
  • Another option I haven’t thought of but you have

If this appeals to you, please comment on this post and let me know what option would work best for you (or if you have a better idea). In the next week or two, I’ll set something up. Unless, of course, no one is interested.

Creating a research log habit

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Creating a research log habitI’ve been doing genealogy research long enough to know the value of keeping a research log. Yet I really resist it. I’m not sure why and it’s driving me a little crazy. I was thinking about it this morning as I was walking my dog and I vowed to amend my 2017 genealogy goals to add this important goal:

  • Create a habit of logging each research session

I think one of the reasons I’ve resisted using a log is that I find myself a little intimidated by complicated spreadsheets. The research log created and shared by Thomas MacEntee is a thing of beauty. Used regularly and properly it would elevate anyone’s research. Yet the idea of filling it out is just too much for me. And so I’ve been very hit or miss on writing down what I’m researching.

On my walk this morning, it hit me that a research log is like any organizing system: The very best one is the one you will use. It’s not a one-size-fits-all thing. There’s no right way to do it. The important thing is to just do something.

When I got home, I mindmapped what a simple research log I might create for myself would look like. Then I looked back at my previous attempts, all in Evernote, and I realize I actually have something in place that I can just pick up and start using again.

Back in late 2013, I partnered with the personal organizer app Springpad (RIP Springpad!) and created a Family History Organizer custom notebook. Part of it was research tracker template, a very simple form to track what you’ve done in each session. A Research Log Lite, if you will. I think I never felt my research tracker template was good enough to qualify as a research log and I didn’t fully commit to it. (I’ve blogged about my attempts.) But now I feel that if I use it regularly, I’ll actually have a nice body of knowledge. I’m going for it.

Today’s the first day of a new focus on keeping a research log. I created a 2017 Research Log notebook in Evernote, which is my preferred place to keep track of information (genealogy-wise and otherwise). I revised the original research tracker template a little and placed in my 2017 Research Log Notebook. (That’s the template, in its entirety, up in the top of this post. Click on the image to see it larger.)

I created my first note in the notebook, titling the note with today’s date and the names of the ancestors I researched. I copied the template into the note and filled it out. I tagged it with the ancestor’s surname (Adams) and created an “Adams RL tag”, so I can easily pull up all my research log notes about the Adamses.  I hope this is the beginning of a wonderful habit.

Bonus! I made the research tracker template, public, so you can add it to your own Evernote account if you want to give it a try.  Just click on the link and it should open up in Evernote for you. (I’m a novice at public Evernote notes, so if it doesn’t work for you, please let me know and I’ll figure it out.)

I’m always excited about creating new habits in the new year; I hope to be reporting here that it’s become ingrained!

I’m curious: Do you keep a research log? If so, in what format?