What Are Research Logs and Why Should I Use Them?

What is the Difference Between To-Do Lists and Research Logs?

A to-do list is just that… a simple list of things you need to do. It might be writing a letter, making a phone call, looking up a date, or any number of other things.

A research log on the other hand is a list of all the sources you have looked at towards a single research goal. Your research log lets you easily trace back through the documents you have looked at, and if done properly, your research log can even lay out your research plan for that goal.

Creating a Research Log

Set a Goal

The first step in creating a research log is to define your research goal. That research goal might be very general, like “All sources I have looked at regarding James Brown.” But it might also be quite specific, like “All sources I have looked at to try and determine where James Brown was born.” Research logs are particularly useful for trying to knock down those brick walls, so be as specific about the particular problem as you can.

Log Your Research

Once you have a goal defined, you simply keep track of every source you look at towards that goal. Every time you do a search, record the following information:

  • The date of the search
  • What you were looking for
  • What source you looked at
  • Where the source was located
  • The results of your search

When should you record a search in your log? Here are 3 situations:

  1. You searched and found something you were looking for
    This is what most people think of when you mention a research log… a list of all the sources you looked at and found useful information in.
  2. You searched and didn’t find what you were looking for
    Why bother keeping track of sources that didn’t have what you were looking for? How about to remind you that you don’t need to keep checking that same document every year when it hasn’t changed for the last hundred years?
  3. You want to search a document but haven’t had a chance yet
    By adding sources that you want to look at to your research log, you are creating a plan of attack for your goal (also known as a research plan). Write down what you want to find and where you plan to look. When you finally get the chance to view that document you can add the search date and the results of your search.

Be Specific

When recording a search in your log, try to be as specific as possible about what you are looking for, where you looked, and what you found. It’s easy to get lazy and just put something like:

Searching for information about James Brown in the 1880 census and didn’t find anything.

You will find that as your genealogical skills improve (from taking classes, attending conferences, and just plain old practice), you will discover that there is usually more than one way to analyze a particular record. If your research logs are too general, you may not remember what specific information you looked for, which particular form you viewed, or even what it was that you didn’t find 😉

If you are looking for a birth date, say that you were looking for a birth date.  If you are later looking for christening information you will be able to see that you weren’t specifically looking for that at the time, so you may want to check the source again.  Of course if you recorded that you didn’t find that birth date but did find a christening date, you won’t have to go back and recheck it later.

If you are looking in the 1880 US Census Population Schedule for Podunk, NY, make sure to record that specifically.  If you happen to find it online, also record the link to the original.  One note though… do not skip recording the information just because you have the link… links can disappear!

Using RootsMagic 5’s New Research Logs

RootsMagic 5 added a full feature Research Manager which lets you create unlimited research logs using the techniques I’ve described above.  You can create research logs for people, families, events, places, or just plain old general research logs.  To see RootsMagic’s research logs in action, visit:

http://www.rootsmagic.com/webinars

and watch the free webinar #32 “New Research Log and Manager in RootsMagic 5”.

RootsMagic’s New “Who Was There” Report

RootsMagic 5.0.3 introduced the new “Who Was There” report, which can be as simple or as powerful as you want it to be.  At the most basic level it will print a list of people who may have been in a selected place at a selected time.  Just enter the place and date and RootsMagic will do the rest.  List people in a census, people who served in a war, or people who just happened to be living in a particular place at a particular time.

To access the “Who Was There” report, select Reports > Lists from the main menu.  It will be the last report in the Lists category (alphabetically).  Highlight the “Who Was There List” and click the “Create Report” button.  RootsMagic will display this screen.

Some Help with the 1940 Census

Let’s say you are interested in finding out who may have been in Iowa at the time of the 1940 Census.  You can simply type “Iowa” for the place, and enter “1940” for the date (you could also enter the actual “2 Apr 1940” date if you wanted).  Select any options you want and click “Generate Report”.

Tip: While the report will print in portrait mode, it looks a lot better printed landscape.  Click the “Layout” button and choose to print the report in Landscape.

RootsMagic will create a list of everyone in your file who may have been in Iowa in 1940 (you can click on the image above to see it larger).  Now of course you aren’t limited to typing in states.  You can enter countries, states, counties, or cities.  When entering a place that could be ambiguous, just make sure to enter enough of the place so that RootsMagic can figure out what place you mean.  In other words, don’t just enter “Springfield”, be a little more specific, like “Springfield, IL”.

The “Who Was There” report will list the name(s), birth and death dates, the person’s age on the date you selected, and any events in the person’s life which occurred in the place you entered.  You can also choose to print any alternate names for the person, as well as the most likely married name on that date for any females.

Other Uses For the “Who Was There” Report

While this report can be invaluable for finding people in a particular area during a census, it has a much wider range of usefulness.  Let’s say you wanted to find people under 30 who were in South Carolina during the US Civil War.  In the report options below, you would enter “South Carolina” as the place, and instead of entering a single date, you can enter a date range covering the time of the Civil War.  And finally you can set the minimum and maximum age to filter the results to those people under 30 (or between 18 and 35 or any other range).

The resulting list would look something like this.

RootsMagic also gives you a “People to include” filter which lets you use any criteria you want to further filter the list.  So if you only wanted males in your direct line, you can do that as well.

So while this is a very easy report to use (just fill in the date and place), it can also be a very powerful tool when used with the various options and filters.  And don’t forget that you can always press the “Reset” button on the report options screen if you ever want to go back to the default settings.

New Weekly Webinars Announced

They’re baaacck!  After releasing RootsMagic 5 we got so busy that we weren’t finding any time to schedule and prepare any new webinars.

Many of you have told us you would like to see shorter webinar classes covering a single feature in more detail.  So for  the next several weeks we will be doing just that, starting with  features that are new in RootsMagic 5.

  • Mar 15 – New Media Tagging in RootsMagic 5
  • Mar 22 – New Source and Citation Features in RootsMagic 5
  • Mar 29 – New Research Logs and Manager in RootsMagic 5
  • Apr 5 – New Timeline View in RootsMagic 5
  • Apr 12 – Installing and Upgrading Personal Historian 2
  • Apr 19 – New County Check in RootsMagic 5
  • Apr 26 – New Reports and Options in RootsMagic 5

To sign up for the free webinars, visit our webinar page at:

http://www.rootsmagic.com/webinars

And don’t forget about our free recorded webinars while you’re there.  We have classes for everyone, from beginners “Getting Started with RootsMagic” to classes for more advanced users, like “Creating Custom Reports with RootsMagic.  We have classes which everyone should watch like “Sources, Citations, and Documentation with RootsMagic”.  We even have classes on using our other software Personal Historian and Family Atlas.

And for those who are thinking about switching or upgrading to RootsMagic 5, check out our newest recorded webinar “Installing and Upgrading to RootsMagic 5”.

New Year’s Resolutions for 2012

2012 Resolutions

Welcome to 2012!  With 2011 in the rear-view mirror, let’s look ahead to 2012 and some of our goals and resolutions for the coming year.

New Platforms

New Platforms

The technology world is changing, and we are working hard to keep up with those changes.  For the past several years, we’ve been laying the groundwork to bring RootsMagic (and our other products) to new platforms and even new devices.  Like you, we know how important it is to have your information where and when you want it.  So we’ve been busy in our secret underground laboratories working on some very exciting new tools.  Be sure to watch this blog and our newsletter for official future announcements.

New Products

Glowing Box

In addition to new platforms and new devices, our secret underground laboratories are hard at work developing new ideas and products to support our mission to create “software to unite families”.  Again, the best way to learn about these new products and when they are released is by watching this blog and our newsletter for official announcements.

New Webinars

RootsMagic Webinars

Thousands of you have told us how much you love our free webinars, and we’re thrilled to continue bringing them to you.  Watch for new webinars on the great new features in RootsMagic 5 and Personal Historian 2.  A number of you have told us you would like to see some shorter webinars on just a single feature, so we will be offering some mini-webinars to do just that.  And don’t forget, whether you attend live or watch an archived recording, our webinars are always free.  They’re our gift to you, our users, to help you get the most out of our software.

New Genealogists

Kids

We are pleased to announce that we will be the sponsor of the Genealogy Youth Kamp at this years NGS Conference in Cincinnati.  Youth Kamp is designed to assist children between the ages of 8 and 16 with gaining an appreciation of and connection to their ancestry.  To aid in this, parents, grandparents, or other adults are encouraged to attend and participate in Youth Kamp along with the children. There will be a special program for the adults who attend.

New Updates

And last but certainly not least, watch for regular updates to all of your software with improvements, fixes, and new features.  Updates can be found by clicking Help > Check for Updates on the main menu of most of our software.

Thank You!

Of course, these resolutions are not a comprehensive list of our plans and goals for 2012. There are many other projects which are in development which we’ll talk about when the time is right.  Keep watching this blog or our e-mail newsletter for announcements.

In the meantime, thank you again for your support. We try very hard to listen to your problems, questions, and suggestions. If there is something that you’d like to see us do, please contact us and let us know.  Happy New Year and may you have a prosperous 2012 (both genealogically and otherwise)!

2011 Year in Review

2011 Year in Review

Is it December 31 already?  As has become an annual tradition here at RootsMagic, we’d like to take a few of the last remaining minutes of the year 2011 to review some of our accomplishments from the last 12 months with you, our users.  If you’re not one to dwell on the past, check back Monday as we present our 2012 New Years’ Resolutions with a peek at our plans for the coming year.  But until then, crowd on into the time machine (don’t worry, there’s plenty of room) as we journey back to January 2011.

Free Online Classes (Webinars)

RootsMagic Webinars

Beginning in January 2011, we pioneered the use of “webinars“, or free online classes, to help our users get the most out of our software.  Over the last 12 months, we’ve offered nearly 30 classes spanning over 30 hours of instruction to answer your questions and to teach you all the ins-and-outs of our software.  And the response has been phenomenal!  Our webinars have been viewed and downloaded hundreds of thousands of times from users in nearly every country on the globe.

And best of all?  All of our webinars are archived and still available, free of charge.  If you haven’t already taken advantage of this resource, don’t wait, pick a webinar on a topic that you’ve been curious about and watch it today!  No other genealogy software comes close to providing the level of support and training that we do.

Sponsorships

This year brought the usual conference travel, but this time we wanted to give back a little to the genealogy community that has given us so much.

At the Southern California Jamboree in June we brought the experience of the Jamboree directly to you.  We sponsored free live streaming of some of the best known speakers in the industry right into your home, including Lisa Louise Cooke, Curt Witcher, David Lambert, Kory Meyerink, and Kerry Bartels.

RootsMagic Cyber Cafe at FGS 2011

And at the Federation of Genealogical Societies conference in Springfield, Illinois we sponsored the RootsMagic Cyber Cafe, the place to hang out, go online, charge a device, or print those syllabus pages you needed.

Personal Historian 2 and Personal Historian Essentials

This year saw not one, not two, but 3 new releases.  September brought the long-awaited release of Personal Historian 2, the latest version of our ground-breaking computer software which helps you write the story of your life and of other individuals.  Personal Historian 2 built upon its predecessor and added easier filtering and searching, an even better word processor, improved book publishing, and much more.  We also released a free “Essentials” version of the software to help people start recording their life stories.

RootsMagic 5

RootsMagic 5

We released regular free updates to our RootsMagic 4 software throughout the year.  And in November we released RootsMagic 5, the latest version of our award winning genealogy software.  RootsMagic 5 added a Timeline View, CountyCheck, Research Manager, “On This Day” List, Media Tagging, and much more.  In the short time since it’s release, RootsMagic 5 has already proven itself to be our best, most popular version of RootsMagic yet.  And the best is yet to come!

Awards

And for the 3rd straight year, we received the GeneAwards Best Genealogy Product of the Year.  “Several competing products saw major upgrades this year, but there is no better all-round desktop genealogy application“.

Thank You!

We say this every year, and we know this always sounds clichéd, but none of this would have been possible without you and your support.  2011 has been a huge year for us and, rest assured, we’re working hard to make 2012 even better!

RootsMagic 5 Updates

One of the new features we added in RootsMagic 5 is an on-screen indicator when a new update is available.  RootsMagic 5 will still notify you in the News screen which pops up when the program starts, but we discovered that a number of people turn that screen off so they don’t see when a new update is available (and end up contacting tech support about bugs that have long since been fixed).

But now RootsMagic will be able to notify you anytime there is an update available.  RM5 will display this indicator in the status bar at the bottom right of the program screen if there is a new update available.

Just click that indicator and RootsMagic will download and install that free update for you.  If you want to know what is fixed in the update, read on.

Where is the list of fixes?

We also used to post a blog article any time a minor update was released (along with a list of the items fixed).  The problem with that is that those fixes became scattered all over our blog and you weren’t able to easily find all the fixes in one place.  We have addressed this by putting a pinned topic up on our RootsMagic Forums (you *did* know we had forums, right)?  You will always be able to visit that topic to find out the latest version of the program, as well as what was fixed in each update.  Go to:

http://forums.rootsmagic.com

open the Announcements section (at the top) and you will find the “RootsMagic 5 Update History” right there at the top.

New RootsMagic 5 Software Released

RootsMagic 5

Latest Version of Genealogy and Family Tree Software Now Available to the Public

SPRINGVILLE, Utah. — November 28, 2011 — RootsMagic, Inc. today announced the official release of RootsMagic 5, the latest version of the award-winning genealogy software which makes researching, organizing, and sharing your family history easy and enjoyable.  With this release comes an update to the popular “RootsMagic Essentials” free genealogy software.

Family History Made Easy

A July 2009 review of RootsMagic 4 by Family Tree Magazine said, “Probably the best all-around genealogy program, RootsMagic offers a winning combination of features for both casual and serious genealogists.”

Throughout it’s 10-year history, RootsMagic has helped people research and share their family trees with innovative features such as moving people from one file to another with your mouse, a SourceWizard to help you document your work, creating a Shareable CD to give to family and friends, and running RootsMagic off of a USB flash drive when you are away from home.  RootsMagic also received the award for “Easiest to Sync” from FamilySearch for their work in interfacing with that system.

New Features

RootsMagic 5 adds many new features while making existing features even easier to use.  “This release includes something for everybody,” said Bruce Buzbee, president.  “Whether you’re a grandma wanting to share your family history with grandkids or a professional researcher trying to organize your work, RootsMagic 5 has something new for you.”  New features include:

  • Timeline View – put a person’s life in context with events from their own life and from the lives of family members.
  • CountyCheck – confirm and correct the existence of a county, state, or country on any given date from a multi-national database.  It can even show you online maps of county boundaries for that date.
  • Research Manager – avoid “reinventing the wheel” by keeping track of research goals, sources, and results that you have collected on a person, family, or place
  • “On This Day” List – bring your family history to life and view family events along with famous births, deaths, and historical events for any given day of the year.
  • Media Tagging – tag your media with people, families, sources, or places.  For example, tag an image of a census record with the people, families, and places mentioned in the record as well as the census’ source citation.
  • Plus over 80 other enhancements and features

Free “RootsMagic Essentials”

RootsMagic 5 is also available in an updated, free edition named, “RootsMagic 5 Essentials”.  RootsMagic Essentials contains many core features from the RootsMagic software and the two products are fully-compatible with one another.  “Many people are curious about their family history and don’t know where to begin,” said Michael Booth, vice president.  “RootsMagic Essentials is the perfect way for someone to get started, risk-free.”  RootsMagic Essentials is available for download at http://www.rootsmagic.com.

Available Now

RootsMagic 5 is now available online at http://www.rootsmagic.com or by calling 1-800-766-8762.  New users may purchase RootsMagic 5 for only $29.95.  Users of previous versions of RootsMagic and it’s predecessor, Family Origins may purchase RootsMagic 5 for the upgrade price of only $19.95.

About RootsMagic, Inc.

For over 20 years, RootsMagic, Inc. has been creating computer software with a special purpose- to unite families. One of our earliest products- the popular “Family Origins” software, introduced thousands of people to the joy and excitement of family history.

That tradition continues today with “RootsMagic”, our award-winning genealogy software which makes researching, organizing, and sharing your family history fun and easy. “Personal Historian” will help you easily write and preserve your life stories. “Family Reunion Organizer” takes the headaches out of planning those important get-togethers. And “Family Atlas” creates beautiful and educational geographic maps of your family history.

For more information, visit www.rootsmagic.com.
Source: RootsMagic, Inc.

Personal Historian 2 Software Released

Latest Version of Personal and Family History Writing Software Now Available to the Public

SPRINGVILLE, Utah. — September 28, 2011 — RootsMagic, Inc. today announced the official release of Personal Historian 2, the latest version of the ground-breaking computer software which helps you write the story of your life and of other individuals.  Personal Historian breaks this seemingly monumental task into small, manageable pieces and then reconstructs it into a complete, publishable document.  With the release comes a free “Essentials” version of the software as well as a discount offer for new users and previous owners of the software.

Bring Life to Your Life Stories

“Many people want to write a personal history about themselves or family members but get lost or overwhelmed,” said Michael Booth, vice-president and lead developer of the software.  “It’s very gratifying to hear people tell us that they are finally able to write their life stories thanks to Personal Historian.”

Personal Historian creates an interactive timeline of a person’s life to keep the stories organized, give context to life events, and to allow users to write stories in any order they wish. When ready, Personal Historian will compile the stories into a finished book complete with table of contents, chapters, pictures, indexes, and more.  The book may then be printed at home, edited in a word processor, published professionally, or shared with friends and family.

New Features

“The new features in Personal Historian 2 have been worth the wait,” said Bruce Buzbee, president. “While we’ve added many new and powerful features, we’ve worked hard to make the software even easier to use than before.”

Personal Historian 2 boasts an impressive list of over 40 features including streamlined step-by-step wizards; expanded timelines and memory trigger questions; easy filtering and searching of stories; management of categories, people, and places; improved outlining and writing analysis; wrapping of text around pictures; fonts and text styles; and more-powerful publishing and output options.

Free “Personal Historian Essentials”

RootsMagic is also releasing a new, free edition of Personal Historian named, “Personal Historian Essentials”.  Personal Historian Essentials contains many core features from the Personal Historian software and the two products are fully-compatible with one another.  “We wanted to give everyone a risk-free option,” said Booth.  “Personal Historian Essentials is perfect for someone who wants to start writing a personal history but doesn’t know where to begin.”  Personal Historian Essentials is available for download at http://www.personalhistorian.com.

Discount Offer

To celebrate it’s release, RootsMagic, Inc. is pleased to offer a special introductory offer for Personal Historian 2. Through October 31, 2011, Personal Historian 2 is available for a special introductory price of only $19.95, saving $10 off of the regular price.  The discount is available only on the Personal Historian website at http://www.personalhistorian.com or by calling 1-800-766-8762.

About RootsMagic, Inc.

For over 20 years, RootsMagic, Inc. has been creating computer software with a special purpose- to unite families. One of our earliest products- the popular “Family Origins” software, introduced thousands of people to the joy and excitement of family history.

That tradition continues today with “RootsMagic”, our award-winning genealogy software which makes researching, organizing, and sharing your family history fun and easy. “Personal Historian” will help you easily write and preserve your life stories. “Family Reunion Organizer” takes the headaches out of planning those important get-togethers. And “Family Atlas” creates beautiful and educational geographic maps of your family history.

For more information, visit www.rootsmagic.com.

Source: RootsMagic, Inc.

Personal Historian 2 Synopsis

Yeah, I know synopsis is a fancy word for this article, but we’ve been blogging all month about all the great new features coming in Personal Historian 2 and we didn’t want to make folks have to dig through all of those articles.  So here is a list of those articles that you can just click to get to.

Personal Historian Essentials

As I mentioned last time, I have one more new Personal Historian “feature” to share with you.  While not technically a feature, it is an exciting change.  With the release of version 2 we will be replacing the usual demo version of Personal Historian with a new free Essentials version.

Personal Historian Essentials will share many of the same features with the full Personal Historian software including clean and friendly screens, the ability to add an unlimited number of stories, categories, writing tools, LifeCapsules, and the ability to publish a complete personal history.  The full version of Personal Historian will be available for purchase and include features not available in Personal Historian Essentials.

So what comes next?

Later this week we will begin taking orders for Personal Historian 2 and release it as a download, followed a few weeks later by the CD version (it takes a few weeks to get CDs duplicated and packaged).  When we begin taking orders you will be able to pre-order the CD and get the download early if you want to do that as well.

And if you want to watch a live demo of the new Personal Historian 2, don’t forget to join us for our free webinar “What’s New in Personal Historian 2” this Wednesday (Sept 28th) at 6pm MDT.  To sign up for the free webinar, visit:

http://www.rootsmagic.com/webinars