post

Excel, Evernote, RootsMagic, and my research log

Excel spreadsheet for New Hampshire - a combined planning tool and research log

After my first day at the Family History Library, I realized I need a major over-haul of my research log.     For quite a while now, I’ve used Excel to plan what materials to research at a repository and updated the spreadsheet with what I’d located.  However, I didn’t have a really good way of incorporating that into a research log.

However, I think I’ve come up with a system that will work and is relatively simple to use.  Above is the spreadsheet that I created before coming to Salt Lake City, listing the various films and books I wished to see for the state of New Hampshire.  (I created other worksheets for additional states that I was focusing on.)  To utilize this as a tool that can be referenced in RootsMagic 5′s internal research log, I added a column for a reference number on the far left.

Another modification is the use of a link to Evernote, as applicable, in the column on the far right.  Included is a brief summary to identify what was found, and a link to more comprehensive details that are saved in Evernote with scanned images, when available.  For example, Daniel Wescott was found in the New Hampshire Provincial probate records (Ref. ID #110).  The blue hyperlink shown in the far right takes me to this page in Evernote:

Daniel Wescott

Images from the Family History Library CD-ROM that were saved using "Screen Snip" and loaded to Evernote

This evening I will be working on entering my research results into RootsMagic’s new research log function.  I’ve just started experimenting with this, but think it will be helpful to utilize this new feature in RM 5 so that all research results are available within the program at a glance.  Here are a couple of screen shots, using the search above completed for NH probate records:

The Reference ID is included in the upper right hand corner (taken from Excel spreadsheet)



And here is the completed log in RootsMagic:

Completed Research Log entry

Completed research log entry; additional resources will be added under this one research goal of "probate"

While this process may take a couple more steps, in the long run it is saving me time, as I know what I’ve checked, and can easily reference these lists when at other repositories.

What do you use for your research log?  If you are a RootsMagic user, have you started to utilize their tool?

post

In which I confess my sins – Family History Library fun!

FHL

The Family History Library

I feel like a kid that ditched church to go fishing.

I was bad.

I was VERY bad!

Here I am in Salt Lake City, registered for the RootsTech conference, but spent 80% of my time at…..DRUM ROLL please….THE FAMILY HISTORY LIBRARY!!!!!!!!!!!!!!!!!

The library has been a place I’ve sought to visit for the last 25 years.  After checking in to my hotel on Wednesday, I made a beeline for the library and oriented myself to the various floors and holdings.  Thankfully, it’s very user friendly and organized well.  I made quite a few finds, but most importantly, found a book, written in 1991, on the Westcoat/Wescoat/Westcott/Wescott/Wasgatt family.  There wasn’t a ton of new info on my own line, but I did get a few new hints to follow up on.   In addition, I was able to review dozens of rolls of microfilm and books, and have completely overhauled how I’m handling my research log.  (See my post about Excel, Evernote and Roots Magic here.)

Back to RootsTech…the sessions I did go to were very good.  I will leave the details to the official bloggers who’ve done a phenomenal job covering the event.  The energy and amount of interest in genealogy was awesome.  Oh yes…also had to make my purchases in the Exhibit Hall.

Here’s my loot:

My RootsTech loot

Books on researching, books on writing, and webinars by Thomas MacEntee, Marian Pierre-Louis, and Karen Clifford

I’m hoping to listen to Karen Clifford’s webinar, “Organizing For Success” at the airport on my way home tomorrow.  While I may not have had as much time as I’d planned at the conference, my time here in SLC was certainly well spent!

Follow

Get every new post delivered to your Inbox.

Join 25 other followers