4 Quick Tips to Organize Your Genealogy Research Process

By Vanessa Wieland

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Did you know that your chance at reaching your goal is higher if you set a New Year’s resolution? Here’s one that you can accomplish in the first month: organize your genealogy research process from start to finish.

1. Set yourself up for success

As you stand or sit among the chaos of your genealogy research, the first step is to make the commitment to yourself. You CAN do this! Start by taking a deep breath. It may seem overwhelming right now, but we’re going to help you conquer the chaos. Do you have trouble knowing what to keep and what to toss? In week 1, we’ll help you make good decisions as you sort through those piles.

2. Set a strong research goal

The second step to organizing your genealogy is to establish some goals. What is it that you want to accomplish? Organizing your genealogy isn’t just about the stuff you’ve accumulated, it’s about organizing your research process and making sense of the results. We’ll help you set smart goals in week 2. Then, in week 3, you’ll discover ways to improve your search process.

Great research questions can guide you in making amazing discoveries about your ancestors. Here’s a guide to help you create questions that propel you forward.

3. Set up a research log

If there is one genealogy organization tip that stands out from every expert we’ve talked to, it’s that a research log is a genealogist’s best friend. Your log will help you plan your research and formulate a strategy. You’ll be able to see at a glance what you’ve already searched, plus what you need to do next.

Use this type-in form to record a research problem or question, known information about it, and steps to solve it. Check the box in the “Done” column as you complete each step. This form is ideal for organizing a “teamwork” approach to genealogy research.

4. Set a timer

This is a tried-and-true method for anyone who struggles with procrastination. You may not have several hours to devote every day, but you can accomplish a lot even in 15 minutes! Plus, taking frequent breaks helps you clear your head as you take a step back and observe your progress. There are small tasks you can finish in as little as 5 minutes.

Related Reads

Setting realistic genealogy research goals can help make your work more manageable. This guide can help you identify realistic goals and set your own.
Does it feel like you’re always running out of research minutes? Get more genealogy done in less time with these 12 time-saving tips.
Your family history is precious, but so is your time. Here are some strategies to help you research efficiently and save some time.

A version of this article was posted online in December 2018.

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