Organize Your Family History

Stay focused and happy while exploring your roots

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).

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.