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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

Comments

  1. Morag says

    March 8, 2017 at 9:17 pm

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

    Reply
    • Janine Adams says

      March 9, 2017 at 12:37 pm

      Morag, you ask a valid question! I don’t think I’ve written any good posts about it, but perhaps I should write one. If I do, I bet I’ll get some great comments from knowledgeable readers. I will tell you that I think a research log is valuable to help us remember what we have researched and what searches/efforts were (and weren’t) successful. It’s also a great way to plan next steps.

      I think people use logs in different ways, so I’ll encourage others to chime in here as well.

      Reply
  2. Georgie Golden-Trammell says

    December 21, 2018 at 8:07 am

    I have numerous charts and over 1500 names. Research Logs help me from repeatedly looking up the same names (people). I check the log before I do a search.

    Reply
    • Janine Adams says

      December 21, 2018 at 3:59 pm

      That’s excellent, Georgie! Thanks for sharing!

      Reply

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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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