Tag: genealogy do-over

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Gen Do-Over: Cycle 2 Week 2

research-workflow-apr2015If you would like to view in PDF, it’s here

Following up on my post for Cycle 2 Week 1, here is my new workflow chart. Or should it be work flowchart? (Whatever.) It is a simplified version of the chart I originally posted here during the first cycle of the Genealogy Do-Over. This one uses the names of the pages in OneNote that I enter data into. It has all the elements that I am trying to capture in OneNote listed on it:

  1. A Research Plan with Research Log
  2. Source Description Page that is where I describe the source, cite it, paste a JPG of source, link to the source on my hard drive and transcribe it.
  3. Source Log (A listing of all the sources I have for an individual or family group to help with writing proof statements if I need to examine other sources and as a resource to see what other sources I might need.)
  4. Family Group Records
  5. Timelines
  6. Proof Statements

This is mostly for my own reference as it relates to the final version of my Chronological Surname Notebook that I am using to document my family history. I am putting everything in OneNote as a way to leave something behind that others can build on and to be able to easily share it with others in PDF or printed form.

Cycle 2 Week 2 Topics:

  1. Setting Research Goals
  2. Conducting Self Interview
  3. Conducting Family Interviews

Because this is my second time through the 13 weeks, I didn’t have much to do for Week 2. Last time through, I had decided I wouldn’t be able to conduct many family interviews for the current line I am working on as there wasn’t anyone left in the previous generations and opted not to do them. Same thing for this cycle. I did my self-interview in the form of a Timeline created in MSWord. I use Timelines to list life events in chronological order for my ancestors. A Timeline helps to show where there are gaps and conflicting information and where sources are needed. Those items can be used to set research goals and/or make a research plan. (I’ll post an Ancestry video by Anne Mitchell at the end of the post that was helpful to me in learning to create timelines if you are interested.)

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My research goals for the first cycle through the Genealogy Do-Over were to prove my birth, marriage, divorce and birth of my 4 children; my parents’ birth and marriage; father’s death and siblings’ births and deaths. There were a few documents in my files and my mom’s files that were missing so I added obtaining them to my To-Do List in OneNote. My research goals this time through the Genealogy Do-Over are to concentrate on my father’s parents.

Research Goals Cycle 2 Week 2:

  1. Prove birth date and parents’ names for Raymond Curtis Williamson
  2. Prove birth date and parents’ names for Grace Rose Buisch
  3. Prove marriage date of Ray and Grace
  4. Prove death date for Raymond Williamson
  5. Prove death date for Grace Williamson

This is the first page of my grandfather’s timeline embedded into a page in OneNote.

quirks3-5

As you can see, there is a discrepancy in the records I have for the year of his birth.  I have written for a copy of his birth certificate and I have a theory about why his birth year is one year later on his draft registration that I will include in my Proof Statement. For my grandmother, birth records were not being kept for that time period in Batavia, New York. I will contemplate some ideas for a work-around in my Research Plan.

I’m not going to get ahead of myself here though, because tracking and conducting research are next week’s topics!

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Creating Timelines: A 15 minute tutorial by Anne Mitchell (AKA: Ancestry Anne)

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Cite This Page:

Erin Williamson Klein, “Gen Do-Over: Cycle 2 Week 2.” My Family History Files, 14 April 2015 (https://myfamilyhistoryfiles.com/research-plan/gen-do-over-cycle-2-week-2/ : [access date]).

Please do not copy without attribution and link back to this page.

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Genealogy Do-Over Cycle 2

gendover-cycle2-medI decided to go through the 13 week Genealogy Do-Over for the second cycle that began on 3 April. I got stalled in the first cycle around weeks 3-5 and then finished up by picking and choosing to do only some of the topics for the remaining weeks but never blogging about it. The Do-Over forced me to take a hard look at the way I wanted to approach documenting everything in OneNote while making sure to follow the guidelines of the Genealogy Proof Standard in my research–something I was neglecting in my do-over process started in January 2014.

Previously, I was focused first and foremost on the document itself, ignoring its basic purpose—as a source of information to answer research questions. Downloaded or scanned, every source that comes into my possession is part of a Research Quest[ion].

The very beginning of every Research Quest[ion] is a Research Plan. Whether I am using the source for a Research Plan already begun, or need to begin a new one, that’s the starting point. I have always wanted to breeze by that step. When I breeze by it however, I miss the important step of analyzing what the evidence in the source is telling me in relation to other evidence I may already have in my possession and/or exposing the need for further sources of information.

The topics for Week One of the Genealogy Do-Over are:
1. Setting aside previous research

Breaking up with my old research wasn’t that hard to do. (Like breaking up with a boyfriend who just makes you miserable and you know the relationship is going nowhere.) First, it isn’t properly sourced and second its in file folders which I dislike. I moved all my digital files into a Hold folder during the last cycle.

hold-folder

The Surname folders shown above are where the digital files from the Hold folder get moved into after I’ve revisited them. And (looks under table at plastic file boxes with file folders containing old research), the rest of it is still sitting right where I left it 13 weeks ago.

2. Preparing to research

I feel more fully equipped to research this time through the Do-Over cycle. I have my OneNote notebooks set up exactly how I want them and I have my new tree already started in RootsMagic from the last cycle of the Do-Over.

3. Establishing base practices and guidelines

For this step I need more chocolate. Or maybe more wine. (Are my French roots showing?) During the last cycle, I was relying on the workflow chart I had set up last July. (I started the process of redoing my research at the beginning of 2014 so I had this chart made before I started the Genealogy Do-Over in January 2015.)

Work Flow screenclip

As you can see, the flow starts on the left with sources and finishes at the bottom right with inputting information into my genealogy software. I want to rework this chart, rename some steps to match my OneNote templates and simplify the look of the chart. I’ve got that started but it’s not coming together. My brain is stuck. (Thus explaining the need for more chocolate and there’s none here at the house…)

At the end of Cycle 2 Week 1 this is where I am: Working in Scapple on a new mindmap. Because I have very little to do for Week 2 for Cycle 2, I am going to keep working on this until I get it to where I am happy with it. More about my Do-Over process next week.

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This post contains an affiliate link to Scapple at Literature and Latte. I will earn a commission if you purchase the product through that link. This does not affect the price you pay for the product.

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Task Management?

I have a confession. I am a To Do List junkie but a Task Management failure. Have been since… Well, as long as I can remember. I make the lists and then fail to do them. I won’t bore you with the details of how well I can organize but how miserably I fail at staying organized. Nor with the details of my forays into schedule-making—schedules that look so wonderfully doable on paper—but that I fail to implement for more than a week. Part of the problem is that I was trying to work with someone else’s perfect plan. Perfect for them, not so much for me. (Slob Sisters, anyone? FlyLady? Yes, BTDT and more. I even tried to implement one task management plan for homeschooling moms that had you scheduling every day of the week in half-hour increments. Bahahaha. Not sure why I thought THAT was going to work. Not unless I had a nanny and a chauffeur for my kids.)

task1

But, you know, I keep trying and I have learned a thing or two during all my failed attempts at staying on task and being organized. Namely, why I fail at them. Why do I fail? Because I am a bit of a non-conformist, slightly rebellious and a procrastinator. Oh, and I rarely feel guilty about chasing down bright shiny objects [BSO] that come into view or new ideas (mostly for quilts) that pop into my head that I immediately set off to do—which I suppose is the quilting equivalent to a genealogy BSO. There it is. The plain truth.

Trying to implement somebody else’s grand plan is bound to be a problem for me. I need my own plan and I need some form of self-motivation—some reason—to keep me on task. (If I were more Type A, none of this would be a problem. My mother is Type A. I’ve often thought I should hire her to be my task master. But I think it might kill me, or at least suck all the joy out of my life…) One last thing I’ve learned is that it doesn’t matter how long it takes me to get through the list as long as I work at getting though it. I can do things at my own pace with no worries. (I learned that one from trying to implement that crazy schedule-your-life-in-half-hour-time-slots-so-you-can-appear-to-be-the-perfect-homeschooling-mom-of-many organizational system.)

So what’s all this about Task Management doing on a family history blog? Welp, the funny thing about research is that it’s a whole heck of a lot easier with a plan. A clear goal. And a To Do List on how best to reach that goal. Another thing about family history research is that it helps immensely if you stay organized. So you’re not scratching your head later, thinking “Now just where did I find that tidbit of info?” or “Where did I put that death certificate for Grandpa Joe?” Add to that some motivation to stay on task when a bright shiny object comes into view and you can see where some form of task management is needed if I want to do this thing properly. And maybe a few forms. Like a To Do List and a Research Log. And, (what the heck?) it’s a topic in Week 4 of the Genealogy Do-Over! Oh, dear.

task2

It appears it is time, once again, to do something about my propensity to spend my days chasing BSOs in one form or another. Okie doke. I can do this. (I’ve done it before. Numerous times. LOL) So I dragged out a saved copy of this article on the Get Things Done system, finished reading this book on my Kindle and watched Thomas MacEntee’s Project Management webinar. And then I kinda mashed them all up and came up with my own Task Management System in OneNote. (You knew I was going to work it all out in OneNote, right?) It also helped that I had already started my long, long Master List for Getting Things Done back last summer.

task3

Another fail: See where it says Top Ten? It’s supposed to be a chart with the top ten things I want / need to get done. I have FIFTEEN things on my chart. [sigh] For the most part, my new plan is working though. Don’t get me wrong—I still chase down bright shiny objects in my research, or sit with my Kindle and finish off a book in a day, or waste time planning a new quilt that will probably never come to fruition—but I can easily get back on task because I can see what I SHOULD be doing and the steps to getting it done are laid out there for me in my Projects Section. And I can look at my list of completed tasks there in my Top Ten Section and see everything I have gotten done since I started keeping track last month. That makes me smile.

By the way, this is my motivation for staying on task for the Genealogy Do-Over: If I’m going to do family history research, I ought to make an effort to do it properly and also make an effort to leave something that others can easily follow. Something that will show them how I came to my conclusions. Something with a strong foundation for them to build on.

Now moving on to that urgent item [highlighted in red] on my Top Ten List… Oh, and be thankful I spared you the details to all the ‘reminder-type’ and ‘get-things-done’ apps for my phone that I’ve checked into. And then checked out of.

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Cite This Page:

Erin Williamson Klein, “Task Management?.” My Family History Files, 24 February 2015 (https://myfamilyhistoryfiles.com/organization/task-management/ : [access date]).

Please do not copy without attribution and link back to this page.

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