In my last post I mentioned that I was going to give the Research Log another chance. And, I have. And, I LOVE it!
I set up my Research Log spreadsheet in Excel, and I am actually using it. But, I have to say that what makes it really useful is having it loaded on a second monitor, all the time. Yes, I have 2 computer monitors and I wish I had room for a 3rd one. My Research Log lives on one screen while I am doing online research or recording data in my genealogy software program on the other monitor. This set up makes it super easy to keep an eye on everything, all the time.'
How it all works: I'm searching for some online document; it is already recorded in my Research Log. As I am searching I come across another record that looks promising for this or another ancestor. Right at that moment, I can move across to my second monitor, and I can add a new to do search to my research log. So, whether I follow up then or later, it is in my research log and not on some scrap of paper or subject to my faulty memory.
In addition, suppose while I am entering my new finds into my database or analyzing my family's information I have a sudden inspiration that I need to search for some new document(s). No problem, I just move my mouse over to my other monitor and quickly add a new search to do in the ever present Research Log.
Saving my Research Log to the cloud, means that my spreadsheet will be available to me no matter where I am or which of my portable devices I might be using.
Showing posts with label Research Logs. Show all posts
Showing posts with label Research Logs. Show all posts
Wednesday, January 9, 2013
Sunday, January 6, 2013
Managing 2013 Goals
Only a few days ago I posted my genealogy goals for this year, and I am already making
progress.
I hate to admit this, but my computer desk top was covered with files and images along with a To Do file just chocked full of images and files that I put there as I jumped from Internet site to site downloading every interesting thing I found. I had great intentions of recording, analyzing, and writing up each and every item. But, it was more fun to "discover" than to do the work necessary to make those finds meaningful. The few times I did sit down with good intentions to tackle the "to do" mess, I was quickly overwhelmed. There was no organization, so every time I opened my To Do folder dozens and dozens of files from every surname and every location in my database jumped out at me -- and they were all mixed up in one fat file.
My #1 goal this year is to: Reorganize my computer filing system, so that I can easily find records and images.
Of course this sounds great, but it is a HUGE undertaking. I already have a pretty good filing system for my Surnames and Locations, but then there is that "To Do" file and my computer desk top. *sigh*
I decided that there is no way to just go through and deal with each and every file and image one by one until the file is empty. So, I made a To Do file folder for each family Surname. Then I just dragged and dropped each "wayward" file into the appropriate To Do list. My plan is that when I next work on that particular surname I will go through their To Do file and deal with those files at that time.
The result is that I now have a nice clean desktop, and I am not overwhelmed by orphaned documents and images. We'll see how it works out.
My #2 goal is to: Finish scanning all my paper files and images.
I am making a small dent in this goal. I've started by just scanning the documents associated with the particular person/family I am working on at the moment. This method helps me to stay focused on the particular person/family, and it forces me to review those documents, as I scan and enter them into my genealogy software.
Goal #5: Use research logs
Okay, okay, I admit it. I am guilty of ignoring the repeated advice to use research logs, but now my research has reached a point where I no longer can rely on my memory for what I have looked at and what I still need to do.
Not that I have been completely resistant to the idea. I've tried to set up research logs a few times, but how to keep them all straight and how to organize the logs has confounded me, with the result of giving up after only a few entries.
What timing! Just as I promised to start using research logs, the new issue of Family Tree Magazine (January/February 2013) has a wonderful article "Logging On" by Lisa A. Alzo, which explained how to set up a customized research log as a spreadsheet.
Taking Lisa's advice, I now have my research log set up, and I really believe that this is going to work for me. The spreadsheet is flexible enough so that changes or additions to columns can be made as necessary. I can sort the log by any of my column headings: date, names, repository, etc..., and I can have a different tab for each surname, location, research question. And, I am taking Lisa's suggestion to keep my research logs in the cloud (Dropbox), so that they will be available no matter where I am and what device I'm using to connect to the Internet. I'm excited to start putting my new research logs to good us.
What I've discovered was that I needed to break down my goals into small manageable chunks.
Disclaimer: I am not paid by, nor do I receive any benefits from Dropbox or Family Tree Magazine.
I hate to admit this, but my computer desk top was covered with files and images along with a To Do file just chocked full of images and files that I put there as I jumped from Internet site to site downloading every interesting thing I found. I had great intentions of recording, analyzing, and writing up each and every item. But, it was more fun to "discover" than to do the work necessary to make those finds meaningful. The few times I did sit down with good intentions to tackle the "to do" mess, I was quickly overwhelmed. There was no organization, so every time I opened my To Do folder dozens and dozens of files from every surname and every location in my database jumped out at me -- and they were all mixed up in one fat file.
My #1 goal this year is to: Reorganize my computer filing system, so that I can easily find records and images.
Of course this sounds great, but it is a HUGE undertaking. I already have a pretty good filing system for my Surnames and Locations, but then there is that "To Do" file and my computer desk top. *sigh*
I decided that there is no way to just go through and deal with each and every file and image one by one until the file is empty. So, I made a To Do file folder for each family Surname. Then I just dragged and dropped each "wayward" file into the appropriate To Do list. My plan is that when I next work on that particular surname I will go through their To Do file and deal with those files at that time.
The result is that I now have a nice clean desktop, and I am not overwhelmed by orphaned documents and images. We'll see how it works out.
My #2 goal is to: Finish scanning all my paper files and images.
I am making a small dent in this goal. I've started by just scanning the documents associated with the particular person/family I am working on at the moment. This method helps me to stay focused on the particular person/family, and it forces me to review those documents, as I scan and enter them into my genealogy software.
Goal #5: Use research logs
Okay, okay, I admit it. I am guilty of ignoring the repeated advice to use research logs, but now my research has reached a point where I no longer can rely on my memory for what I have looked at and what I still need to do.
Not that I have been completely resistant to the idea. I've tried to set up research logs a few times, but how to keep them all straight and how to organize the logs has confounded me, with the result of giving up after only a few entries.
What timing! Just as I promised to start using research logs, the new issue of Family Tree Magazine (January/February 2013) has a wonderful article "Logging On" by Lisa A. Alzo, which explained how to set up a customized research log as a spreadsheet.
Taking Lisa's advice, I now have my research log set up, and I really believe that this is going to work for me. The spreadsheet is flexible enough so that changes or additions to columns can be made as necessary. I can sort the log by any of my column headings: date, names, repository, etc..., and I can have a different tab for each surname, location, research question. And, I am taking Lisa's suggestion to keep my research logs in the cloud (Dropbox), so that they will be available no matter where I am and what device I'm using to connect to the Internet. I'm excited to start putting my new research logs to good us.
What I've discovered was that I needed to break down my goals into small manageable chunks.
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Disclaimer: I am not paid by, nor do I receive any benefits from Dropbox or Family Tree Magazine.
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