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!

post

Tech Tuesday: My Super Experience With Scrivener!

Scrivener Cork Board

Screenshot of the Scrivener "cork board" which allows you to organize your writing

Growing up I always had pen and paper in hand.  I’d sketch out newspaper templates, and would write amusing articles for my family’s enjoyment.  As I grew older, the pen was replaced by a typewriter.  In my Sophomore year at Elsinore Union High School, I was given the opportunity to write for The Rancho News, where I’d cover the happenings at our local high school for the community newspaper.

What Motivates Miss Rancho-Temecula Contestants?

One of my first newspaper articles, published in The Rancho News

By 15, I was taken on as a paid, freelance reporter.  Toting my 35mm camera, I’d cover stories such as the design of the Riverside County Emergency Medical Services (the predecessor of 911), area floods, and how the gas crisis of 1979 was affecting Temecula residents.   My first paycheck was a whopping $18.37, but I was in heaven – getting paid for something I LOVED!  My dream was to become a photojournalist, but in the end, I decided to be practical chose the nursing profession- it pays the bills!  But I digress.  :-)

I have some opportunities for writing projects at work as a healthcare executive, but most of my pen-and-paper (okay, word processor) outlets are enjoyed at home.  Enter Scrivener!  From Literature & Latte, the producers of this cool software application:

“Scrivener is a powerful content-generation tool for writers that allows you to concentrate on composing and structuring long and difficult documents. While it gives you complete control of the formatting, its focus is on helping you get to the end of that awkward first draft.”

I first learned of Scrivener as Lisa Alzo discussed her favorite writing tools as a guest speaker on Geneabloggers Radio.  I’m still playing with the trial version of Scrivener (it gives you 30 non-consecutive days to test-drive it before deciding if you wish to pay the reasonable $40 purchase price), but I’m pretty sure this is the tool that is going to help me write “The Wasgatt Book.”    What I like best:

  • You can organize your notes and your media in separate folders which can be referenced as you write your draft.  No more switching between multiple files, programs and databases!
  • Electronic “index cards” allow you to create a synopsis that can be organized.
  • Customized labels allow for color-coding.  I’ve selected a color for each of Thomas and Margaret (Davis) Wasgatt’s eleven children, allowing me to focus on each line of descent individually.
  • Items can be tagged; for example, my index cards above all show “to do,” allowing me to see where I am in the writing process.
  • “Scrivener Links” that create a split-screen; you can view a document in the bottom of your screen while completing your draft in the window above.  Great for referencing PDFs, images, or other documents within in your file!
Scrivener Split Screen

Creating a "Scrivener Link" allows you to view another document within your file while working on your text

I am barely scratching the surface of Scrivener’s many features and abilities in this brief intro, as I’m still quite a neonate in my usage.  However, the software is very intuitive while still providing sophisticated tools to help with your research/writing project, no matter how large or small.  Check out Literature & Latte for more info.  Happy writing!

post

Why I love Evernote – Part II

A few weeks ago I wrote about my love affair with Evernote, a free application that I use both at work and at home.   Evernote and Roots Magic, my primary genealogical software, provide my main source of organizing my genealogical research and documents.  I love both.

Evernote Screren Shot

Evernote even searches text from images!

As much as I love Evernote, yesterday I began to question my organizational system.  I’ve started the National Genealogical Society Home Study Course.  It’s excellent!  Lesson 1 discussed organization and how to manage your research files, and was the impetus for reconsidering my electronic organization.  Well, after spending the better part of 24 hours considering this, I’ve decided:  EVERNOTE STAYS!

Text AND photo searches
NGS has no firm recommendations, but suggests a system that is followed consistently that allows the researcher to easily identify documents and files.  Evernote allows me to do this.  See the above screenshot, in which I completed a search of my notes that contain the surname, Wasgatt.  Evernote even searched the images, which I’d attached after doing a “Screen Snip” (details are in my last Evernote post) of online e-books which I’d saved in Evernote.

Flag items for later research

Flag items

Flag items for further research or data entry, and save URLs where the info was found.

Evernote automatically attaches and saves the URL for any downloaded text, so you can easily refer back to the web site from where data was clipped.  (More about clipping below.)  Even more cool, you can add a check box to any note to flag it for further research.  I use this feature often when I’m doing online research.  Instead of stopping my research at that moment to process whatever data I’ve found, I can add this check box to be sure I come back later to analyze the information and process it, if appropriate.  When complete, simply click  the check box and the item will no longer show up when searching items requiring follow-up.

Google Chrome, a perfect Evernote complement

Chrome's Evernote Clipper

Chrome's Evernote Clipper - Clip an article (selected text), the entire page, or just the URL

I’ve been a long-standing Mozilla Firefox user; however, I’ve converted to Google’s Chrome.  I made the switch for a variety of reasons, but a large consideration was the Evernote plug-in for Chrome is far superior (IMHO) over the clip tool for Firefox.   When saving database from a web page into Evernote, you have several options – select text and save that as an “article”, clip the entire page, or just clip the URL.  Chrome’s plug in for Evernote also allows you to select the Evernote notebook in which you wish to save the data, as well as select any tags you’d like associated with the information.

Let Google search your Evernote files

Let Google search your Evernote files

Another cool feature available to Chrome users is the ability to allow Google to search your Evernote files.  (Not to worry, only YOU will be able to search – your files will remain private and unavailable to others.)  This is really handy when I’m looking for new information, but may have forgotten what data I’ve already uncovered in previous searches.

Now what?
NGS has given me definite food for thought in how I organize my files.  Using Evernote, I can find data through various tags.  For example, I can search for all notes pertaining to the Stanwood surname that involve deeds.  Alternately, if I’ve located a document which is applicable to two family lines, I can tag it with both surnames.  (Bradstreet AND Stanwood, for example…it will then appear in searches for either surname.)  This eliminates the need to have a copy of the same document in two separate folders.

What I will be doing differently, is more carefully tagging my notes in Evernote.  In addition, I will begin to document in the note where on my hard drive I’ve saved the electronic version of the document.   Great suggestions from the home study course!  Between Evernote and NGS, I hope to become a much better genealogist.  Now, time to go photograph my paper copies of deeds and probate records received by old-fashioned snail mail from various county court houses last week…and link in Evernote and Roots Magic, of course!

 

 

post

Watch out Salt Lake City – Here I come!

The Southern California Genealogical Society holds their annual Jamboree each June, and is the highlight of my year. The event brings the best of the best to Southern California, and each year I expand my knowledge by listening to superb lecturers who are experts in their specialties. This past year I attended two sessions by Lisa Louise Cooke on using Google Earth to research and to show your family history to others. I made a mental note of her Genealogy Gems podcasts, but became distracted with our New England research trip, and well, life…

So, a few a days ago I finally decided to check out these podcasts. I consider myself a techie (okay, maybe “geek” is more like it), but I’d never subscribed to a podcast. I downloaded a few of the free podcasts, and WOW! Starting with titles from 2010 that sounded intriguing, Lisa had several interviews of speakers that were scheduled to present at the first ever RootsTech 2011 last February. I’d heard about the event, of course (and had been green with envy when various bloggers mentioned their attendance and described the event). I’d even considered attending RootsTech 2012 this upcoming year. However, what really got me was one of Lisa’s guest speakers describing RootsTech as “the Comdex for genealogists.” Yes, I’m a geek, and get excited about new technology. (I have one desk top PC, two laptops, an iPad and an iPhone, if that helps you understand how much I love my electronic gadgets!) My husband and I had attended Comdex in Las Vegas several times, so I can certainly understand such an analogy…and get totally jazzed at the prospect of attending a conference that combines both of my passions – genealogy and technology! So……….RootsTech here I come!

RootsTech

I’m so elated as I’d always wanted to go to SLC to visit the Family History Library. Was thrilled to learn they will be open until 11 p.m. on Thursday the 2nd! Must slip in for at least a few hours while there to do a bit of research as well, and at least orient myself to the library so I can plan for a longer trip where I can devote more time to doing what I love the most – finding my family!

post

The Gene Bug that keeps biting!

It’s hard to believe that last year this time I was just putting together a sketch of my Uphouse family in Somerset County, Pennsylvania. Using the censuses, I came up with some hypotheses on relationships – and most have proved correct! When Henry Uphouse died, his kids seemed to be spread abroad throughout Somerset and Westmoreland counties, and while I was reasonably certain these kids were my aunts and uncles, I had no initial proof. One invaluable web site to assist in my endeavor is www.pa-roots.com. Last night I found a newly-posted, extracted obituary for William H. Uphouse on there. Actually, they had two of them. A quick email and by mid-morning today I had scanned copies of both!

William H. Uphouse Obituary

Father is H. Henry Uphouse? Yes, this appears to be correct!

Second Obit for William H. Uphouse

Second Obit for William H. Uphouse

Boy I love the internet! Not just one, but TWO obits! :-) The second one confirming that William H. is uncle to my Charles Madison Uphouse. I had hoped the obituary would provide a German city for William’s father’s place of birth, but at least I did get one additional detail: Henry Uphouse’s name appears to have been “H. Henry Uphouse” – confirming my suspicion that the “Herm Hein Uphaus” who resided in Damme, Oldenberg, Germany and sailed from Bremen to Baltimore on the Magdalene in March 1834 is MY Henry Uphouse. Additionally, by studying the list of passengers I’ve found several whose families also settled in Henry’s town of Middlecreek, Somerset county, PA. I do think I’m on the right trail! My poor husband has had to listen to me ad nauseum….such is married life!

One final thing to look forward to- the Southern California Genealogical Society Jamboree is coming! Just 3 1/2 months away! Yippee!

Follow

Get every new post delivered to your Inbox.

Join 26 other followers