Organizing--My System Part 2
Organizing My
Research Trips & Travel
When I first began researching I would travel to
repositories because very little was online.
I would organize my trips so they would be fruitful and time
efficient. While living in Wyoming, I
learned how to organize location research trips. Over the years, as technology has changed, I
have fine-tuned my process. I keep an
Excel spreadsheet for each location I search and for each repository in that
location.
So, in my digital files look like this:
State:
City 1
depository 1
depository 2
depository 3
City 2
depository 1
depository 2
depository 3
Example:
Wyoming
Rock Springs
Cemetery
Western
Wyoming Community College
Newspaper
Year, Name Searching,
information/description, results
Books
Names of books regarding mining
and history of Wyoming
Library
Books
Directories
Rock
Springs Historical Museum
Photographs
Magazines
Displays
Green River
County
Court House
marriage
records
year,
name searching, information/description, results
Circuit
Court
Court
records
year,
name searching, information/description, results
Cemetery
Keeping an ongoing research log for depositories, allows
me to instantly add a new search any time but more importantly my research logs
are current and ready at a moment’s notice.
I always print out everything before I go. This is not only
organization, but it allows me to go through and re-familiarize myself with
each bit of information I have I usually don’t take my laptop or IPad into depositories
for several reasons. First I don’t
always pay attention to what is going on and I get wrapped up in my research
and my items could easily be stolen because of my inattention. I find it difficult enough to keep secure my
bag with my phone, camera, ID and change.
In addition, I have worked at the FHL and I know how easily and how
frequently computers get stolen. Secondly,
I don’t like packing my electronics into the restroom or around with me as I
roam the depository; it hinders my mobility.
Thirdly, it is heavy and I haven’t found that the heaviness is worth the
process of packing around the item, the cords and chargers. Fourth, low battery, I find it very annoying
when I am trying to research to locate an electrical outlet. I do take a flash drive that has all of my
information, including my document index and my documents, so I can access it
at any computer, if needed.
When visiting a depository, I keep
my laptop in the trunk of my car. This
enables me to have it if I need it.
I set up a folder like the one pictured. I like it because it is heavy duty and won’t
rip, it keeps all of my pages together and organized, even when dropped, which
I have done numerous times. The file
easily travels from cemetery to library to ancestor interviews. If I have a note to jot down or something I
want to remember I add it to this folder.
It would be awful to lose it, but it is not like losing my laptop. It is big enough I can locate it amongst my
travel items and yet small enough I can put it in my suitcase or on the front
seat of my car. (I also bring a hole
punch to add items to the folder)
My tabbed sections include:
1.
Information
I print out current family group sheets. The group sheets give me all basic
information on each family member and any notes I have on each person. In addition, the printed group sheets list my
sources so I can refer back to my original sources as needed while
researching.
2.
Mini
phone book and itinerary
I have listed the address, phone number, any fees, maps
and the hours of operation (I research all of this online before my trip). I will also include any relatives I want to
visit along with their addresses and phone numbers. I add any arrangement and meeting times I
have previously made. I usually keep my
hotel names, addresses, and phone numbers and include confirmation numbers,
check in information and any other lodging information. I can add any city maps I have printed out.
3.
Research
goals
I print out my Excel spread sheets (described previously)
and I type up my research goals including what depositories, libraries,
cemeteries, museums and everywhere else I want to visit. I have these set up divided by depository
with separate research logs of what I want to find and questions I want
answered.
4.
Timeline
I will make up a timeline for the main family I am
working on. This enables me to quickly
see where they were chronologically.
This helps me keep my searches within the needed time frames and it
helps me estimate birth, marriage and death dates of collateral family members.
This is especially helpful when looking at films and newspaper date ranges.
I also add blank pages for notes and I leave plenty of
room on my research logs and family group sheets for notes.
At the end of each day when I am back at the hotel
unwinding, I analyze what I have found and update my research logs. Some of this I will hand write, but sometimes
I will print out new research logs. This
also gives me an opportunity to search my records or online databases for any
information I may need. I also keep my
research file (described above) by my bed so if I think of anything at all I
can jot it down and find it the next day!
I save these files for the next trip I take to the same
location because it will have most of the information I will need, like hotels
etc. I update the depository information
and research logs.
Finally I take with me a portable file box. I like that it is small enough so isn’t too
heavy to pack around but big enough to hold what I need. I have a file for the documents
I have gathered and collected during the day.
This allows me an orderly place to keep my new finds and access them
when or if needed while I am traveling.
I have a file for receipts, so at the end of the day I just dump the
day’s receipts into it or any business cards, brochures, or pamphlets I may
have collected during the day. I have a
file with blank family group sheets, which allow me to hand write information if
I find a new family. I usually keep a file with extra paper (especially if I
take my printer). I usually keep this file box in my trunk while
I am out researching during the day. And
finally I keep any books I need for my trip or that I purchase on the trip in
this file box. This particular type of
unit allows me to keep extra pencils, pens, paper clips, binder clips,
highlighters, flash drives and post it notes in the top. I also take a small stapler and extra
staples. This acts as my “mini office”
in the hotel room.
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