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”.

More RootsMagic Classes now available on CD



Hopefully, you’ve been able to attend one of our free online classes (webinars).  If not, don’t worry- we’ve recorded them and made them available to view or download online.  Still, we’ve had many requests to make the recordings available in a convenient CD format.  We’ve had a tremendous response to our RootsMagic Webinars on CD, Volumes 1 and 2.

So we’re pleased to present RootsMagic Webinars on CD, Volumes 3 and 4.  Watch them right from the convenience of your own computer where you can follow along and set your own pace.  No internet connection required!  Don’t worry, the downloadable recordings aren’t going anywhere.  The CD’s are just our way of making them available to you in a more convenient, more permanent format.

Each Volume contains:

  • Not 1, but 10 complete classes covering a variety of topics and products
  • Recordings in standard .mp4 format, watchable on most Windows and Mac computers and portable devices
  • A browseable menu of classes with printable notes of topics covered in each webinar

 

Webinar Menu Screen

Volume 3

Almost 10 hours of training on 1 computer CD!  Classes include:
  1. Search Techniques in RootsMagic
  2. Pictures and Media in RootsMagic
  3. Research Tools in RootsMagic
  4. Getting Help Using RootsMagic
  5. Running RootsMagic on a Mac
  6. What’s New in Personal Historian 2
  7. Creating a Shareable CD
  8. What’s New in RootsMagic 5
  9. Fun Family Gifts with RootsMagic, Personal Historian, and Family Atlas
  10. Installing and Updating RootsMagic 5

Volume 4

10 training courses on 1 computer CD!  Classes include:
  1. New Media Tagging in RootsMagic 5
  2. New Source and Citation Features in RootsMagic 5
  3. New “Who was There” Report in RootsMagic 5
  4. New Research Logs and Manager in RootsMagic 5
  5. New Timeline View in RootsMagic 5
  6. Installing and Upgrading to Personal Historian 2
  7. New CountyCheck in RootsMagic 5
  8. New Reports and Options in RootsMagic 5
  9. Creating a 1940 U.S. Census Citation in RootsMagic
  10. How to Find Your Family History in Newspapers with Lisa Louise Cooke

Orders Yours Today

The two volumes are priced at only $9.95 each (+s/h) and are now available to order at www.rootsmagic.com/webinars/cd or by calling 1-800-766-8762.  These Webinar CDs are only available while supplies last.

RootsMagic Treasure Hunt Winners

The RootsMagic 2012 RootsTech Treasure Hunt is now over.  We wanted to thank the bloggers who placed clues on their sites: Becky’s Grace and Glory (Becky Jamison), DearMYRTLE (Pat Richley-Erickson), Elyse’s Genealogy Blog (Elyse Doerflinger), Food.Family.Ephemera (Gena Philibert Ortega), GeneaBloggers (Thomas MacEntee), Genealogy Gems Podcast (Lisa Louise Cooke), Genealogy’s Star (James Tanner), Genea-Musings (Randy Seaver), Granite Genealogy (Sue Maxwell), Renee’s Genealogy Blog (Renee Zamora), Ruth’s Genealogy (Ruth Stephens), The Accidental Genealogist (Lisa Alzo), The Chart Chick (Janet Hovorka), The Genealogy Blog (Leland Meitzler), and We Tree Genealogy Blog (Amy Coffin).

Many of the bloggers said they had record-setting traffic to their blogs from the thousands of RootsMagic users from around the world who followed the links to find the clue words.  And we heard from many of you who enjoyed discovering new blogs and podcasts with such a variety of personalities and styles.

For those of you that are curious, the 15 words formed this important message:

“Little Orphan Annie says Always Use Roots Magic and Be Sure to Drink Your Ovaltine”

“A Christmas Story” Copyright Warner Bros. Entertainment Inc.

We held our first drawing at the actual RootsTech conference and gave an iPad 2 to Margie Grider.  And for those who weren’t able to attend RootsTech in person, we held a second drawing for online entries.

And the winner of an iPad 2 in our online drawing is Barbara Perkins of Vancouver, Washington!  We also drew three more winners who will each receive a RootsMagic super pack which includes RootsMagic 5, Getting the Most Out of RootsMagic 5, Personal Historian 2, Family Atlas, Family Reunion Organizer, and RootsMagic Webinars on CD Volumes 1 and 2, all in a RootsMagic tote bag.  Congratulations go to Henry Boelte of Norfolk, Virginia; Roger Wells of Lexington, Kentucky; and Beryl Godwin of Southend-on-Sea, England!

Thanks to the thousands of you who participated in our treasure hunt.  We had a lot of fun putting it together and we hope you had a lot of fun participating.  Look for more treasure hunts, more connections with the genealogical community, and more magic in the future!

RootsTech Results and One More Chance to Win an iPad

To say that the RootsTech conference was a success would be a great understatement. Thanks to all of you who came by to learn about RootsMagic 5 and Personal Historian 2, ask questions, or just say “Hi”.  The conference had the highest-attendance of any North American genealogical event in recent memory.  For those of you who weren’t able to attend RootsTech, you can enjoy recordings of several of the classes and presentations on the RootsTech website.

Congratulations go to Margie Grider who entered our RootsMagic Treasure Hunt and won the drawing for an iPad 2!  We didn’t want those who aren’t able to attend RootsTech in person to feel left out so we’re holding a second drawing and giving away more prizes including a second iPad 2!

To enter this drawing, visit http://www.rootsmagic.com/treasure anytime between now and midnight MST on Wednesday, February 8, 2012.  Fill out the online form to be entered into the second drawing.  You may enter even if you entered our “in person” drawing but one entry per person, per drawing.  Winners will be picked at random and notified via e-mail by Friday, February 10, 2012.

Good luck and happy hunting!

Win an iPad in the RootsMagic 2012 RootsTech Treasure Hunt!

It’s been a tremendous last few months here at RootsMagic. We’ve been busy with the new releases of Personal Historian 2 and RootsMagic 5. We’re also excited to participate in one of the largest genealogy events in North America- RootsTech!

We want to celebrate these momentous events with you, our loyal users! And what better way to celebrate than with a treasure hunt where you could win one of many prizes including an iPad 2!

Online Treasure Hunt

We’ve partnered with 15 of the best and brightest genealogy bloggers who will be reporting at the RootsTech conference. Each blogger will place one of 15 clue words on their website. The clue word will look something like this:

From Thursday, February 2 through Wednesday, February 8, 2012, visit http://www.rootsmagic.com/treasure for a complete list of the blogs where the 15 clue words can be found. Visit each blog, collect all 15 clue words, and you could win software, prizes, or an iPad 2!

Enter at RootsTech or at Home

Once you’ve collected the clues there are two ways to enter.  The first is at the RootsTech conference itself.  Pick up an entry card at the RootsMagic booth (#224) in the Exhibit Hall.  Write the clue words on the back of the card and return it to the RootsMagic booth in the Exhibit Hall by Saturday, February 4 at 1:20 pm.  At that time, we will hold the prize drawings.  You must be present to win.

We didn’t want those who aren’t able to attend RootsTech in person to feel left out so we’re holding a second drawing and giving away more prizes including a second iPad 2.  To enter this drawing, visit http://www.rootsmagic.com/treasure anytime between Thursday, February 2 and midnight MST on Wednesday, February 8, 2012.  Fill out the online form to be entered into the second drawing.  You may enter both drawings but one entry per person, per drawing.  Winners will be picked at random and notified via e-mail by Friday, February 10, 2012.

Remember, the treasure hunt doesn’t begin until this Thursday. Good luck!

Coming soon: You could win an iPad from RootsMagic!

It’s been a tremendous last few months here at RootsMagic.  We’ve been busy with the new releases of Personal Historian 2 and RootsMagic 5 and now that we have a chance to breathe, we feel like celebrating with you, our loyal users!  And what better way to celebrate than with a treasure hunt where you could win one of many prizes including an iPad 2?

Excited yet?  Well, you won’t have to wait too much longer.  Watch this blog early next week for all the details!

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!

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.

Enjoy the Southern California Genealogy Jamboree from Home!

RootsMagic is pleased to be a sponsor of the 42nd Annual Southern California Genealogy Jamboree to be held June 10-12, 2011 in the Los Angeles Marriott Burbank Airport Hotel, 2500 Hollywood Way, Burbank, California.

If you live in the area, be sure to come by and see us in the exhibit hall or attend one of our classes taught by the RootsMagician himself, Bruce Buzbee.

But if you don’t live near by, we wanted to bring the experience of the Jamboree to you!  Through a special sponsorship provided by RootsMagic, several Jamboree sessions will be available at no cost to genealogists and family historians around the globe.  We’ve had a tremendous response to our own free online classes (webinars) and saw the opportunity to use similar technology to bring the Jamboree experience to people around the world.  This means that you can enjoy presentations from some of the top speakers in the genealogical community for free, right from the comfort of your own home!

Watch Online for Free

All live-streaming sessions will be held on Saturday, June 11, 2011.  They include the following: (Click on the link to read more and to register for the session)

Registration

To register for an online streaming session, click on a class title from the above list.

If you do happen to live in the Los Angeles area and would like to attend the jamboree in person, more information is available at http://www.scgsgenealogy.com/2011jam-home.htm.

We hope to see you there or online!