Category Archives: Record Keeping

Keeping Your Family History Research On Track

Do these scenarios sound familiar?

  • Halfway through a piece of research, do you realise you’ve done it before?
  • Do you get broken off from your research, or shelve it, then pick up the problem months later – but can’t recall what you’d done or where you’d got to?
  • Are you a scatter-gun researcher, flitting from one unplanned search to another, and at the end of a couple of hours you have no idea what records you’ve checked. Then go round in circles once more, repeating the same searches?

You’re not alone. But it means you’re wasting research time; you’re potentially overlooking key pieces of information; you are duplicating your efforts; and your research is unfocused. 

Which is where a research log comes in.

A log makes for efficient research, with no wasted time or duplicated effort. You can pick up a piece of research months later and know exactly what steps have previously been taken. It also means you can more easily identify gaps in your research.

In short a log keeps your research on track.

My seven key points for research logs are:

  1. Define the research objective: Set out clearly the problem, e.g. finding out the date of birth of an ancestor, or who their parents were. Include what you know through evidence, and any assumptions or conflicting information. This enables identification of issues, leading on to potential sources and search strategies
  1. Identify possible records and sources (e.g censuses, parish registers, probate records, books): These must be fully detailed including description, location(s) and type e.g. original documents, indexes, transcripts, digitised images etc.
  1. Date of the search: Archives add to their acquisitions. Records are continually being digitised and appearing online, and this includes updates to ones already online (think 1939 Register, or the GRO Indexes). So a search conducted 12 months ago may not have the same outcomes if conducted today. A date helps you decide if it’s worth repeating the search.
  1. Set out fully the search parameters: What spelling variants did you use? How many years either side of a specific date did you search? Which locations/parishes did you use? Did you rely on a data provider’s online search? Did you visually confirm results? Did you go through the record (and all the years) yourself? If a book, did you rely on the index or read the entire chapter or book? Some datasets (e.g. censuses) are on multiple websites – did you search just one? The same search on another website may have a different result. This enables you to see exactly what has been done and identify other possible areas of research.
  1. Record in detail the results – including negative ones: Fully record search results along with your analysis, conclusions and any discrepancies. This includes problems with the records, e.g. were there any gaps or record damage which might affect the result? Do ensure that the explanation is clear because it might be a while before you revisit it. And do include negative searches.
  1. Full source citations: Note where the original document can be found. Include full document reference, with page number. For website searches also include URL, description and date accessed. Give as much information as possible to enable you to find the document again. Do not assume it will always be online! 
  1. Next steps: Review your log. Identify follow-up searches. 

Your log could be electronic (do remember to back it up). Or it could be paper-based.

There are lots of pro-formas online. I have included my example above. Or perhaps you might prefer to design your own bespoke log.

And do not be put off by the thought of the time taken to keep a research log. It is minimal when compared with the time you will save in the long run from trying to remember exactly what you’ve done before, reducing the number of repeat searches and pinpointing what you have not tried.

Whatever method you use, online or paper-based, your research will benefit.

Family History 2016: My Genealogy New Year’s Resolutions

That time of the year again. Time to look at my genealogy New Year’s Resolutions. I’m not into setting myself up for failure with overly-ambitious goals. So nothing too grand. More a case of “back to basics”. Some targets are more challenging than others, but all are attainable; and I hope that re-establishing good habits will ultimately bear fruit with my family history research.

I’ve culled my Resolutions to six. Weird number I know. But when setting work-linked objectives, which is essentially what these Resolutions are, sticking to a small manageable number works best for me. It encourages focus.

So this is my 2016 line-up (or walk of shame):

Regular Data Back-Ups
I’ve so much information stored on my ageing laptop. From my Family Historian tree to genealogy coursework; from research notes to information downloads such as burial registers and directories; not to mention scanned family and location photos and the final versions of my St Mary’s War Memorial and Hill Family History book. So, on the first of each month, I’m going to commit to a regular data back-up. A boring task which is all too easy to skip, as I know only too well; and before you know it weeks can easily become months between back-ups, and the consequences of a laptop failure after such a time-lapse doesn’t bear thinking about. This objective fits neatly into the SMART acronym.

  • Specific;
  • Measurable;
  • Achievable;
  • Realistic; and
  • Time-bound

Record Keeping
I love researching. It’s the thrill of putting all the pieces of a family puzzle together. What I’m not too hot with is the day-to-day routine. Meticulously recording my searches (failures as well as finds), updating my Family Historian programme, recording sources, filing documents etc. All this is such a chore in comparison to finding that elusive relative. I do it when researching for others because it is crucial work; but over the past couple of years I seem to have I have developed a blind spot with my own family history research. I’ve a stack of documents to record and notes to sort – but I always manage to find an excuse to put it off. No more! I will get them up to date in the first quarter of the year, and from then on record and file as I go along.….something I always used to do.

Get a Grip of Subscriptions
Over the years I’ve accumulated various subscriptions including magazines, Family and Local History Societies and websites. I’m now loosing track of what I’ve got, the costs and the renewal dates. It also means I’m not making the best use of my subscriptions. So this month I’m going to make a list of them all, along with the renewal dates. Then over the course of the year I’ll monitor my usage, evaluate them and decide which ones to continue with. Hopefully by doing this I’ll also keep up to date with what is out there, make fuller use of my subscriptions and become more involved.

A Selection of my Family History Subscriptions

A Selection of my Family History Subscriptions

Keep Informed about Latest Family History Developments
I’m going to ensure I set aside some time each week to keep up to date with family history developments in an organised way. As a start I do have several “free” hours each week travelling too and from work, so I can make far better use of this “dead” time to catch up with the latest news. This will comprise a mixture of platforms including:

  • making sure I do read those family history magazine and online genealogy newsletters I subscribe to;
  • keeping up with information from genealogy websites and companies;
  • continuing to broaden my knowledge by reading genealogy/family history books (at least one a month);
  • regularly reviewing what courses, talks and webinars are out there. After participating in The National Archives 1939 webinar, I’m going to sign up for other similar learning events from a mixture of sources (a minimum of six in the year); and
  • attending at least two family history fairs during the year

Get Back to my own Family History Research
This could be the real tricky one. Particularly over the last year or so I’ve found I have spent less and less time on my own personal research and more and more time researching for others. There have also been family illness issues which have intervened. Don’t get me wrong, I love researching for others. But I really do want to make some time to return to my own roots. I never did get to do my mum’s Family History book; neither did I make any progress with my husband’s Staffordshire and Shropshire tree. There are also lots of other loose ends I want to pursue. So I will need to commit time to my own research. That means my next big project will be the Callaghan/Rhodes Family History book. I will plan the outline by autumn, and make a start on writing it towards the end of 2016. I also want to move on with my husbands tree – I’ve lots of certificates lined up to buy, but I may still delay here in the hope that the cost does come down in 2016!

DNA
In 2015 I embarked on my genetic genealogy journey. In 2016 I aim to upload my data to GEDmatch, dig deeper into the findings and respond to contacts from others within two weeks. The end goal is to generally get more from the results than I have to date. A challenge to a self-confessed technophobe!

So New Year, clean slate. It will be interesting to see if I’ve managed to stick to these when 2016 draws to a close. Hopefully putting them into the public domain is another incentive for me to succeed with them!

Right, I’m off to do my data back-up.