Monday, October 19, 2015

Genealogy Do-Over Week 3 Cycle 4: 16-22 October 2015

Genealogy Research Log
I have a genealogy research log that I use and that I recommend. It is an multi-sheet Excel file that can be imported into Google Drive as well as Numbers for Mac users. Past participants in the Genealogy Do-Over have stated that the file converts cleanly in many programs, even Open Office.
Some genealogists have asked if I could create a similar research log in another program such as Microsoft Word since some people find spreadsheets difficult to use. Due to the nature of tracking information and the need for a very wide table, Word just doesn’t lend itself to a good genealogy research log format. Another option is to place all the fields in a “fillable form;” however, you would then have to create a new document for each record located. And then, how can you quickly see what you’ve found? Open and close a series of documents?

What you decide to use for a genealogy research log is up to you. If you’ve been opposed to using spreadsheets in the past, I just ask you to give the research log above a try.
  • What I Plan to Do: For Cycle 4, I am continuing my research on my parents and my grandparents, tracking To Do items, searches and results.
  • “All-In” Participant Options: Review the research log above including all the worksheet tabs. Decide if you want to use this research log format or create your own. If using your own, include the fields you think are most important to track when doing genealogy research.
  • Modified Participant Options: If you have never used a research log before, consider using the format above or creating your own. Another option is to see if your preferred genealogy database software has a way of tracking research; some have a To Do List option, others have something similar to a Research Log.
Conducting Research
Once you have your research goals and a way to track them, then you’re ready to research. This means both offline research at archives, libraries and repositories as well as online using various free and fee-based resources.
  • What I Plan to Do: I am continuing to track down documents and evidence for each proof point on my To Do List. Right now the focus is on gathering the information, making sure I can remember where it came from and working on source citations and evidence evaluation at a later time.
  • All-In Participant Options: Using whatever tracking form you’ve selected, make sure you enter your research goals. Then start your research (with yourself and your birth date, birth location, etc.) and for each record found, make sure each one is entered and tracked. Copy a link to the record if it is online – you will want an easy way of returning to the record without having to do a search again. Make sure you extract as much information as possible from the record.
  • Modified Participant Options: With your current research, start with yourself. Check to see that all information is accurate, based on your self interview, and make sure each point of data can be tied to at least one record. If something is missing a corresponding record – like a birth location – then mark it as “unsourced” and add it to your To Do List for further research.

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