Planning for Success
Use a research planner to log the places and sources of your research. It will help
you stay focused and organized and it records the following:
When the record was searched
What was found, and what was not found
Who or what was being searched
The place the record was found, and its call number
- Where copies you made of the record are filed
Location of source
Description of source
Date source searched
Time: Person's age or date of event
Comment or ID number of family
Notes relevant to the results
Things to be searched for in the future
Your planner may have notes attached to indicate the areas that you may wish to search.
Maybe you’re missing a parent set. You may note this on the planner and give some
ideas where to search for the data.
- Find John's parents, possibly in Devon, England
- Try Plymouth, Devon , England 1891 Census
- Check Canadian 1901 Census for John in Halifax.
Everyone is different, what do you want from your research?
Determine the following and incorporate it into your planner:
- Limited - Gather data on so many generations only
- Overall - Do family tree research on my family
- General - Obtain facts on my ancestors
- Specific - History and biography of individuals
Be vigilant, the rewards will pay off as you become more
adept at using your planner.
Research Principles and Techniques Next Topic
Using Computers in Genealogy