Genealogy Research Plan Worksheet

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Keep your thoughts organized with a Research Plan Worksheet. This easy to use plan can be used as you research your ancestors. Here you can keep a running list of records you need to find either when researching at home or on the road. In this episode I’ll show you how I’m getting ready for a research trip and how I plan my research so that I can hit the ground running. Time is alway precious when out researching and this is a huge timesaver when you are prepared in advance of a research trip.
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TIMING
0:00 Intro
0:32 Plan your research
1:03 Family Tree Maker software has task list
3:00 Links and handout info in description
3:38 How to build a research plan template
4:37 Research Notes
6:11 Creating a research plan
9:06 Add FHL or call numbers
11:00 Using Google Drive anywhere
12:46 Formatting Google Sheets worksheet
15:30 How to colorize cells & Insert columns
16:31 How to freeze rows/headers
18:56 Tree tags on Ancestry
20:16 Research plan ready for Family History Library
21:02 Genealogy TV Academy
I’m a professional genealogist who loves to teach with video. It's all about genealogy, family history, and DNA to research. Goal: Create the best free genealogy videos on RU-vid, teach genealogy research skills to build your family tree and research records. The best genealogy tutorial videos on “Genealogy TV” are about how to keep research notes, stay organized, genetic genealogy, find missing ancestors, find family history records, organizing DNA matches, and more. Learn genealogy for free on GTV. Learn Ancestry.com, FamilySearch.org, MyHeritage.com, FindMyPast.com, FamilyTreeDNA, AncestryDNA, 23andMe, WikiTree, National and State Archives, genealogical & historical societies, Chronicling America, Newspapers.com, Newspaper Archives.com, Fold3, Archive.org, Internet Archive, Wayback Machine, Digital Public Libraries, Google, Facebook genealogy groups, and the very best genealogy websites and resources.
Best RU-vidrs for genealogy are Connie Knox on Genealogy TV, Ancestry's Crista Cowan (The Barefoot Genealogist), The History Guy, Aimee Cross Genealogy Hints, Family History Fanatics, Geneavlogger, Legacy Tree Genealogy, , Ancestry, FamilySearch, Useful Charts, Diahan Southard, Genealogy with Amy Johnson Crow, and Lisa Lisson.
#Genealogy #GenealogyTV #FamilyHistory
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Опубликовано:

4 авг 2024

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Комментарии : 55

@kathemartin2707 6 месяцев назад

Thank you, Connie, for all you do to educate us. I love all your videos. I learn something new each time i watch one.

@GenealogyTV 6 месяцев назад

Thank you so much!

@dragonflylady8031 6 месяцев назад

Thank you so much Connie! Great video.

@GenealogyTV 6 месяцев назад

You are so welcome!

@donnaroberts8791 6 месяцев назад

Wow. I'm just starting my transition from Microsoft (Word, Excel) to Google Sheets. Learnt so much today. Thank you ❤

@GenealogyTV 6 месяцев назад

Fantastic!

@Scdudley725 6 месяцев назад

Thanks for the information - it comes at the right time. I am now preparing my research plan worksheet (using excel) for my trip to the Family History Library during RootsTech!

@GenealogyTV 6 месяцев назад

Yay!

@annatomasso5226 6 месяцев назад

Attending via online and I am so pumped! First timer for RootsTech but have previously attended FGS conferences.

@GenealogyTV 6 месяцев назад

Enjoy!

@brendaphillips1430 6 месяцев назад

This was super, I was so inspired that I created a sheet while watching you, and organized many of the questions that have been only in my head into a sortable tool. Thanks!!

@GenealogyTV 6 месяцев назад

Nice! Good job.

@suzee_ 6 месяцев назад

I really like this !

@shelleymonson8750 6 месяцев назад

I will see you there!

@advancedloiterer1820 6 месяцев назад

Brilliant idea for those without MS Excel. I am so hooked on DNA, my thought was that a marriage that doesn't exist might mean a "not the parent expected event" and you might find the father's name documented on a christening or baptism record. I would add that to my plan if I cannot find a marriage linking a child to its parents. It was just one of my side thoughts. Thank you for the video and I hope you enjoy RootsTech in Salt Lake City. I'm enrolled online as I reside in regional NSW in Australia and then I can watch a session in my daylight hours.

@SJlarsen100 6 месяцев назад

It’s like you were reading my mind! I was wondering if you take a laptop with you when researching or something smaller. I plan to utilize all of this. I’m developing research notes for each ancestor as I work on them and this just goes along with that. As always, great info!

@GenealogyTV 6 месяцев назад

Excellent. Thanks.

@Chicosmama 6 месяцев назад

Thank you!!!!! This is going to be very helpful!!! I live in Asheboro if you need any help in researching 🙂

@GenealogyTV 6 месяцев назад

Oh nice. Thanks.

@Bigburma 6 месяцев назад

You mention going to repositories and looking for things not on the internet. My question is how do you handle when you find the person you are looking for and the book or other resource ends up giving you 3 or 4 generations that includes all 4 grandparents families and parents. How do you gather and organize the information once you collect it and get back home?

@donnaroberts8791 6 месяцев назад

I'd like to know this too.

@GenealogyTV 6 месяцев назад

Great question. It depends on how many pages, but I typically whip out my cell phone and start snapping pictures or scanning software. I have used TurboScan forever. I don't know if they still sell it, but it was just a couple of dollars. You can copy the front matter of the book, the select pages you need, and the index (typically what I do) all in one PDF document, label it and email it to yourself in a matter of minutes. Then when I get home or have time to study it closer, I do. I first create a source citation, then abstract into my research notes for all those I desire.

@talentonboard2456 6 месяцев назад

Thank you, this is helpful.Are you going to video any of the process once you get there and begin using these notes?

@GenealogyTV 6 месяцев назад

Good idea. We’ll see.

@cathyholcombe4674 6 месяцев назад

McComas is Scottish and there was a "pocket" of them that settled in Hartford County, MD. There is still a McComas clan in Scottland. Maynot be the same family, but thought I would mention it.

@BonnieDragonKat 6 месяцев назад

Yep some of them married into the Napier's of Virginia/Kentucky

@janwhitaker2430 6 месяцев назад

I have McComas as well from Harford in the 1700s. Rev John Whitaker married Mary McComas. Any connection, Connie? It looked like you also have Monongahela county which is where he moved his family around 1772.

@GenealogyTV 6 месяцев назад

Good to know. Thanks.

@chars1184 Месяц назад

I have seen and greatly appreciated some of your videos, so I subscribed and am catching up on specific topics. 😊 Did you say there’s also a video for this research plan using Excel? (I’m not a fan of Google in general.) Thanks for all you do to help us!!

@GenealogyTV Месяц назад

Yes... Genealogy Research Plan Worksheet ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-EVBEGJ0wPNc.html

@bv2858 6 месяцев назад

Thank you for another great video. Santa brought me a new computer and monitor so I have been learning Google Sheets thanks to you. My question for right now is, can Google Docs be used for Research Notes instead of Microsoft Word. Don't want to pay for that. I'm just learning all this stuff. Thank you.

@GenealogyTV 6 месяцев назад

Sure you can use Google docs. Then you can easily access them anywhere.

@JamesBurtonWorld 6 месяцев назад

Hi Connie, I really enjoy your videos. Thank you for all the great content that you put out there. Random side note, I was in Sacramento in 2022 for the NGS conference and I saw you there. I should have introduced myself. :) I’m curious to know what family tree software you use, if any. I have RootsMagic and i have it linked to my Ancestry tree, but I’m reconsidering whether or not that’s a good idea. It’s wreaking havoc with the facts and sources section in Ancestry. Do I give up the convenience of being able to quickly swap information between RootsMagic and Ancestry. In 2024, is it even still necessary to have separate software? Thanks again for another great video. 😊

@GenealogyTV 6 месяцев назад

You should have said hi. I don’t use software much anymore. I still open FTM once in a while but don’t trust the sync functions on any of them anymore. I use Ancestry primarily and good quality research notes and file management.

@JamesBurtonWorld 6 месяцев назад

@@GenealogyTV thanks, Connie. I may give that method a go and unlink my RootsMagic from Ancestry and focus on making Ancestry my primary tree. I imagine any sources you find on Ancestry, FamilySearch, or any other online platform, you download and save in your digital file system? Does it go the other way as well? Anything you find offline you scan, upload, and attach to your Ancestry tree? In that case, do you do free-form citations in Ancestry?

@tjones4302 5 месяцев назад

This has given me a whole new idea on how to keep research notes/plans! You say you do not use Family Tree Maker much anymore. Can I ask what you do use?

@GenealogyTV 5 месяцев назад

I keep my primary tree on Ancestry and all my notes neatly organized in folders on my computer. It's a process I teach at the Genealogy TV Academy.

@peterf.thorne4987 6 месяцев назад

My screen says I'm subscribed. However, I've never found the notes to your videos. Peter Thorne

@GenealogyTV 6 месяцев назад

Hi Peter, go here and scroll down. www.youtube.com/@GenealogyTV/membership If you are at the Information Access level, you will see a post with the handout.

@cynthiamartin2197 6 месяцев назад

Willimenia "Coss" or "Cross" is spelled both ways in your spreadsheet, in case you have a problem pulling info out.

@GenealogyTV 6 месяцев назад

Yes.. good eye. It is spelled differently in different records too. Good catch.

@cynthiamartin2197 6 месяцев назад

@@GenealogyTV I’ve noticed in my migrating branches; by the third generation it appears the family agrees on a specific spelling/pronunciation of the family name. There are outliers though; one branch splits from the majority and retains as much of the original name as possible. 😂

@Ascertain20 6 месяцев назад

Google Sheets is telling me it's unable to open the template file.

@GenealogyTV 6 месяцев назад

I just tested it. It worked for me.

@Ascertain20 6 месяцев назад

@@GenealogyTV I checked it before and it's still not working for me.

@tammyray8464 6 месяцев назад

All I got to say is I'm so confused I don't work the computer like you. The way that you were zipping around on the computer. I am so confused

@GenealogyTV 6 месяцев назад

I'm sorry. I'll try to slow down.

@tammyray8464 6 месяцев назад

It's not just slowing down. I am not a computer person

@CharleneCTX 5 месяцев назад

My local public library has free computer classes. You might check in your area for classes -- libraries, community centers, etc.

@tammyray8464 5 месяцев назад

I know how to work a computer. And they do have computer classes and I have gone to them. She was using her mouth and going to different areas. And I wasn't catching it and it was going too fast