Genealogy Do-Over: Months 2 – 5

It’s May 1 and Month 5 topics for the Genealogy Do-Over have just been posted.   Oh no!  I am only about halfway through Month 2!  However, I did work ahead.  This is where my pessimism—the glass half-empty rather than half full—kicks in.  I feel so overwhelmed!  Stop!  Take a deep breath!  Slow down!

Get out my Genealogy Do-Over notebook.   Check goals.  Were the goals realistic?  Too many goals?  Think positive – what have I done since January?  List goals that have been met:

  1. Color coded paper files. Identified color scheme for direct lines, collateral families, and possibly related families.  Placed documents for direct lines in appropriate color files according to plan.  (month 1 goal – completed month 4)
  2. Reviewed documents for 60+ families,  14-18 families for each set of parents.  Filled in research checklists & biographical outlines for  direct ancestors and their spouses.  Completed family group sheets for many siblings of direct ancestors.  (see #1).
  3. Identified, in writing, research practices to be improved. (month 1)
  4. Created folders for myself, husband and each parent. Located & filed BMD certificates. (month 2)
  5. Created family group sheets for my brother & sister, husband’s sister, our parents.  (months 2 & 3)

Insight – creating group sheets for self, siblings & parents.  This seems like such a ‘I should have had a V-8’ moment!  V8 juiceI have documents.  I enter information in my RootsMagic program on a regular basis.  But, the documents were not well organized.   And, sources?  Inconsistent.

  1. Adopted research log format (focus of Month 4).  Started 11 research logs.  This topic is subject of a later blog post.
  2. Bought items to help with organization, note taking and source citation. (months 1, 2, 4, 5).
    1. Evidence Explained book[1]
    2. Evernote computer program and book[2], [3]
    3. Forms template CD[4]
  3. Ordered selected documents based on review (see #2). Priority: 1 generation at a time!
    1. Maternal grandmother – birth, death, marriage. Birth certificate received on 14 April 2017.  See Month 2, Part 1 for details.
    2. Maternal grandfather – birth certificate already in file. Ordered death certificate.
    3. Obtained BMD certificates for husband’s grandparents in 2013 during genealogy field trip to Texas.
  4. Started a blog (suggested month 1; done month 4).

To be done:

  1. Fill in research log for self, husband, parents, parents-in-law. If time permits,  research logs for grandparents (if needed, defer  to next month).
  2. Set up notebooks for originals of documents. Includes dividers.
  3. Scan documents sent by 2nd cousin.  Place originals in notebook.
  4. Order vital records, as needed & available, for grandparents & great-grandparents.
  5. Conduct interviews: self, husband, mother-in-law, father-in-law, sister (from Month 3).
  6. Identify specific proof points needing source for grandparents. Create master list for quick reference.   When done, do same for great-grandparents.

Ongoing goals/ non priority items:

  1. Place documents for collateral families and possibly related families in appropriate color files. Include family group sheet, research checklist, individual worksheet and biographical outline.  Start with brother-in-law, then nephew.
  2. Digital files: Rename media using standardized format.  Link media to events and facts.

Deferred Goals:

  1. Digital files: Cite sources  using standard, accepted format.  Focus for Month 5.

Now that it’s all on paper, I can see progress!    This brings me back to my reason for participating in the Genealogy Do-Over program.   Slow down!  Take your time!   Change what hasn’t worked!  Learn something new!

[1] Elizabeth Shown Mills. Evidence Explained: Citing History Sources from Artifacts to Cyberspace. Third editon.  (Baltimore, MD: Genealogical Publishing Company, 2015).

[2] Kerry Scott. How to use Evernote for Genealogy (Cincinnati, OH: Family Tree Books, 2015).

[3] Evernote Corporation, Evernote for Windows ®,  2017.  (https://evernote.com/  : accessed & downloaded 10 Jan 2017)

[4] Family Tree Magazine. Essential Family Tree Forms Library CD (New York City: F & W Media, 2014).

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