Research Notes & Lessons

How to Actually Begin Searching: Use a Research Plan and Log

Refreshed from an original 2020 post.

I learned the hard way that genealogy is not a fly-by-the-seat-of-your-pants project. New hints and unexpected discoveries make it very easy to chase the next interesting thing and forget the question you were trying to answer.

Write one main question

Define the person and the problem. “Who was my great-grandfather?” is more useful than “research the family.” Then break the question into smaller questions that records may be able to answer.

Plan possible sources

List the records, repositories, databases, relatives, and local sources that might address the question. The plan can change as you learn more.

Keep a research log

Record what you searched, where you searched, when you searched, what you found, and enough source information to find it again. Negative searches matter too: knowing where you already looked can save hours later.

A research log is not only a record of success. It is a map of the investigation—including the roads that went nowhere.

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