DNA is Coming My Way!

One of the most interesting subtopics in genealogy is that of DNA, the ability to prove (or disprove) your ancestry based on your genes. DNA can't necessarily prove who your ancestors were but it can give you a good look at what region of the world your ancestors come from. Traditional DNA tests such a Y-Chromosome testing for men and Mitochondrial testing for men and women have been around for quite awhile. In the past year or so autosomal DNA testing for genealogy has started.

I have been an active amateur follower of DNA stories in the news. I am no expert but I try to keep up with the latest changes and happenings. I have harbored a secret desire to get my genealogy tested for a long time.

I'm not a person to get to overly excited about anything (passionate, yes; excited, no) but I admit I am very excited at the moment. I know that a DNA kit is on its way to my house. In just a few days (I hope!) I will receive a DNA kit from AncestryDNA.

I'm going to take you on the journey with me. This will be my first time exploring my DNA and looking in-depth at a DNA test. I'm going to share my findings with you and we'll learn to interpret the test together. You probably be able to give me some pointers!

I can't wait! I wonder if I will be in for any surprises!



Full disclosure: AncestryDNA is proving the kit to me free of charge so that I can evaluate the product. It will in no way impact my opinion or assessment of the experience. I would be equally happy to assess the products from FamilyTreeDNA and 23andMe.

Where's Your Next Client Coming From?

A colleague of mine recently posted on her Facebook wall about the conundrum of social media. By spending a lot of time using social media as a marketing tool, it takes away time from actually doing project work. My friend happens to be a professional genealogist but you could insert the profession of any small business or self employed individual.

Independent business professionals will always have the challenge of wearing too many hats. When you are the business there is no one else to get the work done unless you hire a consultant. That means important decisions need to be made about how you spend your time. Spending too much time on project work and none on marketing could mean that your project pipeline soon dries up. Conversely, spending too much time on marketing could mean that you end up with more project work than you can realistically get done or you end up empty-handed if your marketing hasn't been done right.

The question that naturally followed for the people in the Facebook thread was whether using social media as a marketing tool actually works.

One person on the thread mentioned that he asked each new client how they found him. This is a good practice. This could provide the answer you need about whether social media works for you. You need some mechanism to determine where your leads and potential clients are coming from. After awhile you should see a pattern and when you do put more effort into the areas that are most beneficial to generating new business.

The key thing is not to focus on social media per se but to understand where your clients come from or where you want them to come from and have a marketing plan, whether traditional marketing or social media, that promotes a steady flow from that source.

My friend then asked if someone were to hire you from a print ad would they still expect you to have a strong social media presence so that you would appear as a "thought leader' in your field.  This may depend on the particular field you are in but I would say this is more important in the technology and computer sector.  I think that if a client found a professional genealogist through a print ad, they would be more interested in the quality of their research skills and abilities than how successful they were at attracting and maintaining an online audience.

The real issue of this larger question is what do you want to specialize in (i.e. what's your niche) and where are you likely to find the clients who want your service? Are your clients coming to you from online sources or traditional marketing? Perhaps a bit of experimentation is needed to find the right mix and the right client sources for your business. Once you determine that "sweet spot" then put more of your efforts into that medium.

Round-Up of Genealogy Internet Radio Shows

Genealogists are in a time of abundant information. They can access information and education about genealogy from traditional sources as well as internet websites, social media (Facebook, Twitter, Google+, etc), webinars (i.e. online seminars) and the occasional live streaming from conferences.

One medium that most genealogists aren't likely familiar with is internet radio. Genealogists are active there too. The programs broadcast on internet radio can be educational but they are often informational or newsy. Most are in a talk show format and include discussions or interviews. They can be a refreshing change from the more typical offerings.

The internet radio shows featured here are all broadcast on Blog Talk Radio. The shows are presented live and streamed across the internet to the general public. That means anyone in the world with a fast enough internet connection can tune in. Simply click on the link for the show at the time of the live broadcast and your default broadcast player will play the show for you. Of course, speakers or a headset are a must for being able to hear the audio.

If you can't listen live, tune in afterward and listen to the broadcast as a replay in podcast format. Your experience won't be any different unless of course the show host is taking live callers or giving away prizes. You won't be able to participate in that after the fact.

You may be wondering what the difference is between an internet radio show and a podcast. Internet radio shows are broadcast live and have the ability to interact with a live audience. Podcasts are pre-recorded. Live internet radio shows are converted to podcasts after the live episode so they provide the best of both worlds.

Here are the Blog Talk Radio Genealogy shows that are currently available (check their websites for upcoming schedules and on-demand archived broadcasts):

The Forget-Me-Not Hour with Jane Wilcox
http://www.blogtalkradio.com/janeewilcox
Jane Wilcox hosts an hour long genealogy show every two weeks. She typically interviews one guest and covers a theme during each show. The shows cover a broad range of genealogical topics that are of general interest to most genealogists. 

Research at the National Archives & Beyond with Bernice Bennett
http://www.blogtalkradio.com/bernicebennett
Bernice Bennett's genealogy radio show airs weekly on Thursday nights at 9pm EST and covers a broad range of genealogical topics with a particular emphasis on African American genealogy. Her shows runs about 90 minutes and she regularly features guests.

My Society presented by the Federation of Genealogical Societies (FGS)
http://www.blogtalkradio.com/mysociety
This show is presented twice a month on Saturdays at 2pm EST. The show is geared toward providing help and ideas for genealogical societies. The hosts are either Thomas MacEntee or Randy Whited. The show features one or more guests.

Anita Talks Genealogy with Anita Wills
http://www.blogtalkradio.com/anita-wills
Anita Talks Genealogy, which focuses on African American genealogy, airs every Wednesday and Friday from 7:00-8:00pm EST. The show features guests and the live audience is encouraged to call in during the show.

Fieldstone Common with Marian Pierre-Louis
http://my.blogtalkradio.com/fieldstonecommon
Fieldstone Common is an hour long show every Thursday at 1:00pm EST. It focuses on history and genealogy in New England and northeastern United States. The show features interviews with historical stakeholders such as historians, genealogists, curators, archivists, archaeologists and much more. Door prizes are given out each week during the live episode.

GeneaBloggers with Thomas MacEntee
http://www.blogtalkradio.com/geneabloggers
This show is no longer presenting live episodes but there are numerous archived episodes from its run from February 2011 to April 2012. The 90-minute show hosted by Thomas MacEntee featured two or three guests and timely discussion topics.


Photo Credit: photo by visual.dichotomy and used under the creative commons license.

A Tale of Three Copyrights

I picked up an intriguing new book that arrived in the mail today. I couldn't wait to get started. I don't know about you but I start right from the front. The copyright made me stop dead in my tracks. I had never seen anything like this before.

Let's start with some earlier copyright notices to get us warmed up:

1) Cod by Mark Kurlansky (Penguin Books, 1997)

"All rights reserved.

Except in the United States of America, this book is sold to the condition that it shall not, by way of trade or otherwise, be lent, re-sold, hired out, or otherwise circulated without the publisher's prior consent in any form of binding or cover other than that in which it is published and without a similar condition including this condition being imposed on the subsequent purchaser."

Ok, so that's a little quirky.  Seems like they really don't want that book circulating outside the United States. Maybe they're afraid of the rest of the world learning our cod secrets.

2) Researching Your Colonial New England Ancestors by Patricia Law Hatcher (Ancestry, 2006)

"All rights reserved.

No part of this publication may be reproduced in any form without written permission of the publisher, except by a reviewer, who may quote brief passages for a review."

This is what I would term a "normal" copyright notice.

And now for the new book that just arrived:

3) Witchcraft Prosecution: Chasing the Devil in Connecticut by R.G. Tomlinson (Picton Press, 2012)

"All right reserved.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means whatsoever, including, but not limited to, electronic, mechanical, magnetic recording, the Internet, or photocopying, without the prior written approval of the Copyright holder, excepting brief quotations for inclusion in book reviews."

The times they are a changing! This is the first time I have ever seen treatment of modern definitions of copying and transmission. They are certainly trying to be all encompassing by including electronic reproduction and the internet. I wonder if they have thought of everything or if there is already some new technology on the horizon that copyright holders need to be worried about.

Personally, I'm happy to see them defining these so specifically in the copyright notice. They are themselves becoming an historical record of our times.

Family Photos in a Bottle

I saw the most amazing photo on Facebook recently.  It showed old family photos displayed in a bottle on a mantle. The photo, of course, was professionally taken and just gorgeous. (I'm not posting the photo here due to copyright.)

I did some googling around and discovered the image came from a Yankee Magazine craft idea.  That means you can see the image for yourself and have directions for creating the "Photo in a Bottle" project.

Take a quick look at this project. I think you will love it.

Let me know what you think of this craft and if you love it as much as I do.

Introducing Fieldstone Common

For Immediate Release

20 August 2012

New Live Radio Show to feature Authors and Historians with a Passion for New England History

MILLS, M.A. (August 20, 2012) – Professional genealogist and house historian, Marian Pierre-Louis has developed a new history and genealogy radio show called Fieldstone Common. The live 60-minute show will feature authors, historians, curators and others whose passion is to keep New England history alive. Shows will be broadcast through Blog Talk Radio (http://www.blogtalkradio.com/FieldstoneCommon) and made available afterward via podcast. The schedule and announcements about the show can be found on the Fieldstone Common blog.

The inaugural episode airs on Friday, August 24, 2012 at 1:00pm EDT. The show premiere will feature Paul Della Valle, author of Massachusetts Troublemakers: Rebels, Reformers and Radicals from the Bay State.

Future episodes will air weekly on Thursdays at 1:00pm EST.

About Marian Pierre-Louis:

Marian Pierre-Louis is a professional genealogist and house historian who shares her love of New England history through her research, blogs and social media.

A New System for Tracking Heirlooms

A few months ago while talking to the Houstory Publishing guys about their house history book they told me about a new service to track heirlooms. While on vacation this summer with my family, my Dad gave me a family heirloom that came from his mother. Finally I had the perfect item to test out this new service.

The service is called the Heirloom Registry and it's meant as a way to create a record about individual heirlooms which can be stored on the internet and thereby preserved and accessible to other family members.

The process starts with a card that has a sticker with a registration number on it. The sticker gets attached to the underside of the heirloom.  Then you go to the Heirloom Registry website to register the heirloom.

My item was a beer stein which my father told me had been given to his mother from her father during the year that they lived in Germany. My great grandfather, James Quayle Dealey, had been a professor at Brown University and apparently he was a visiting professor in Europe for a year.

I headed to the Heirloom Registry website and was met with a straightforward uncomplicated interface. Perfect for me because I like things that are kept simple. From the options I chose to register a new heirloom. I was happy to see a little video, though, right on the front page that would walk people through the process of registering an heirloom. [Click photos to enlarge]

This was my first time visiting the site so I didn't already have an account. I had to select "Create One Now" from the options on the next page.  It was in fairly small type so I have highlighted it in yellow in my photo to show you were to find it.

The account creation was very simple and non-intrusive. I was asked for an email address and a password. No other personal information was required. On the next page I selected "register a new heirloom."  Then I entered the number from the sticker I had.

This brought me to the main page for heirloom registration where all the information is gathered about the item. I filled in an item description, selected a category for the item (in my case, porcelain), filled in the creation date. I didn't know who the manufacturer was so I put unknown. I was also able to add photos and fill in a lengthy description.

Adding details about the heirloom

After everything was completed to my liking I hit the save button on the bottom of the page. I was able to print a certificate of registration. I was very pleased to see that the certificate had a nice layout and clean printer friendly design. Bad design can ruin a product for me so I was happy that they paid attention to this detail.  The certificate of registration can be printed and added to an heirloom archive or even to will and estate papers.  I could imagine that a person could even include in the description who they want the item to get passed down to (though I wouldn't think that is legally binding).

Printable Certificate of Registration

Keep in mind that the registry description is publicly available to anyone who has the registration number. In theory, no one would see the number unless they picked up the object or were given the number by the owner. There is, however, an option to seal the information from public view (see data entry photo above) which can be for a pre-selected number of years.

Overall, I found using the Heirloom Registry a very quick and simple process. I like the idea having a catalog of family heirlooms that can be accessed via "the cloud" from any computer. I could also see this being be particularly useful in insurance claims in the case of a fire or robbery. I was impressed by the Certificate of Registration printable page and the encouragement that it should be printed out and preserved. I had a good experience with this service and look forward to adding more heirlooms to my account.

Product Details
Product: The Heirloom Registry
Available from: Houstory Publishing
Website: http://www.heirloomregistry.com/
Price: Various - 5 registration stickers for $9.99, 10 pack for $18.99 and 25 pack for $39.99
Registration Stickers can be purchased from http://www.houstory.com/Heirloom_Registry_Stickers_s/1517.htm

Two Tips for Budding Professionals

When I look back at my career as a professional genealogist and house historian there are many practices and habits which I wish I could have done differently from the start. There are two ways you can learn: from experience (i.e. the hard way) and from the advice of those who came before you.

Here are two tips that will get budding professionals on the right track if they start from the beginning.


1) Take lots of photos

I know, you are thinking, "Is she serious?!!"  Yes, I am absolutely! There are many tracks you can follow in genealogy. You can focus on client research, you can be a speaker or a writer. Very likely you will probably do a little bit of everything. Copyright is a huge issue for all professionals but genealogists are particularly sensitive to it. If you start taking your own photos right from the beginning you will build a large resource library where you don't have to worry about copyright (except perhaps someone stealing one of your photos!).  In the process you will save a lot of money by not buying stock photos and you will save a lot of time by not scouring the internet for public domain or creative commons photos.

Consider this - the more advanced you become in your career the greater the need you will have for photos. Your PowerPoint presentations will need to have photos to liven them up. If you have a blog you will have a constant need for a steady photo supply. Even writers benefit from being able to supply their publishers with relevant photos. Client reports benefit from the addition of gravestone photos, historic house photos or other items relevant to the research project.

Get in the habit of taking your camera where ever you go for work. Take photos of the repository and archive buildings that you visit. That will prevent the temptation to "borrow" one from their website. Take scenic snapshots of geographic areas that your research focuses on. Take photos that relate to your specific niche.

I took the photo above during a walk today. I don't have a specific use for it right now but I can imagine I will certainly need it sometime in the future. I could use it in a talk on symbols used in cemetery research or a talk about researching fraternal organizations.  This segues nicely into my second tip...

2) Organize your photos from the start

You will amass a large collection of photos if you get in the habit of carrying your camera with you at all times.  It will only take a matter of weeks before catching up with your backlog becomes overwhelming. Many photo programs import photos to your computer by date.  That's how mine are organized.  Occasionally I have taken the time to label a folder by event and/or year.  Most of the time I am in a hurry to clear space on my camera so I dump the photos and continue shooting.  I've got a right mess on my hands!

I know what photos I have taken but I can't always put my hands on them when I need them. This is a problem when you are in a crunch to create a PowerPoint presentation or to finalize a blog post.

To fix this problem you need an easy drag and drop tagging system. Geoff Rasmussen did a great webinar about organizing photos. He talked about the free program, Picasa and Adobe Photoshop Elements which can cost in the $60-99 range. I got Picasa right away but wanted something more robust for organizing my photos.

I'm working on a number of projects right now that involve collecting and organizing lots of photos. I've been getting so frustrated by my inability to put my hands on the photos that I have. So I bit the bullet and bought Photoshop Elements today.  As soon as it arrives I'm going to spend an hour or two every day to get my thousands of work related (and personal) photos tagged appropriately.

It doesn't matter what system or program you use to organize your photos.  The important thing is that it works in such a way that you can put your finger on the photos you need in three minutes or less. If it takes longer than that you might want to consider revising your sytem.

There are many things that can get you headed in the right direction as your begin your professional career. Photos are just one example that can create a backlog later. Get a handle on them now and get yourself off to a great start.

Why I Love Tom Jones Even More Now!

Recently I picked up a CD of a workshop called "Seeing the Forest AND the Trees (and Their Leaves): Mastering the Craft of Genealogical Documentation" by Dr. Thomas W. Jones.

I have to admit that I had the chance to see the presentation live when Dr. Jones came to Boston to present it to the New England Chapter of the Association of Professional Genealogists (NEAPG). I didn't or couldn't see it at that time.

Nor did I take advantage of purchasing the CD when it first came out. I dragged my feet.

You see the topic is citations. I have a love-hate relationship with citations. I love to find them and use them when I am doing research and reading but I don't find joy in creating them myself.

I ran into Kate Lowrie, the president of NEAPG, recently and she just happened to have an extra copy of this CD on her. The time had come for me to take a step forward and watch it.

Initial Reaction

Interestingly enough, I popped the CD into my DVD player and watched on my widescreen smart tv. I'm not sure if everyone can view these on their tv but give it a try because it was a phenomenal, comfortable way to participate in the workshop.

I was blown away by this workshop!  I admit that I was worried that this workshop might be a bit over my head or perhaps too academic. As one of the premier genealogists of his generation, I was a little afraid that Dr. Jones would leave me in the ether.

I couldn't have been more wrong! In this workshop Dr. Jones SHINES as an educator.   The result is an appropriately paced, step by step workshop that helps the viewer build on their knowledge as they progress through the workshop. My admiration soared. He took his brilliant knowledge and blended it with his skills as a teacher and the result is a strong, helpful learning tool for all genealogists.

The Process

I had heard from the live attendees that there were a number of exercises. I admit that I was worried about whether I would be able to do those well. I shouldn't have been. Each exercise was a learning tool that built upon the previous lesson just learned.  This step by step approach was gentle and empowering. Even beginning genealogists would be comfortable following along.

Yes, I could gain this information from reading a book but this was much easier for me. And hearing side explanations about certain abbreviations or why formats are done in a certain way cleared up and broadened my understanding of creating citations as a whole.

I'm not sure that I love writing citations any more but Dr. Jones' teaching has made me less fearful of them.

The Down Side

Before I glow too much I will share the two negatives I found with the CD workshop. I admit that I did not love green as a choice for the slide presentation color. And occasionally the sound got a bit wobbly (but that could have my equipment, I can't be sure).  That's it.  The rest was well done and effective.

I can't tell you if you need this CD or not. Everyone is at a different stage in their genealogical education. For me, it was worth the price and I will likely watch it several more times. I think it is appropriate for beginner and intermediate genealogists as well as anyone wanted a refresher on citations.

The Details

Where you can get the CD:

Author: Dr. Thomas W. Jones, Ph.D.
Publisher: NEAPG
Format: Webinar (PowerPoint presentation with audio) on DVD
Copyright 2012
Length: 2+ hours
Handouts: 14 pages of notes and exercises
Cost: $20 for NEAPG members, $25 for all others (plus shipping)
Available from NEAPG (this links to a pdf form that can be printed out)


 Disclosure: I am a member of NEAPG but I have NO financial interest in this product.

Go Ahead Societies!

Recently, I have been getting a number of requests from society members or officers asking if they can show my Legacy Family Tree webinars on CD at their society meetings.

The answers is YES!

Here's my official policy:

If you want to show one of my webinar CDs to your membership, just shoot me an email and let me know the name of your society and when and what you'll be showing and I'll gladly say yes.

The fine print:

I would ask that if you share the handouts with the attendees at the meeting that you make only enough printed copies for those in attendance. Please do NOT share the handouts via email or the internet.

Other than that I hope you'll consider letting your members know about this blog (http://RootsandRambles.blogspot.com).

Thanks everyone for all the emails.I am so glad that you considered my webinars as a program for your society!

Here's a link to the full list of recorded webinars.

Roundup of Genealogy Webinar Providers

There are so many great webinar offerings these days that I thought I would provide a roundup of all the individuals and groups providing webinars.  Some charge a small fee for webinars but many are free. Either way it's a great way to get some tips and to jump start your genealogy.

Legacy Family Tree Webinars - They provide genealogical webinars nearly every week.  Their usual time slot is Wednesdays at 2pm EST but they also do some on Fridays and other times.  The webinars are free when viewed live and for 10 days afterwards. Viewers have the option to purchase CDs of the webinars.

Family Tree University - They provide live and on-demand webinars as well as a fall and spring virtual conference chock full of webinars.  There is a fee associated with these webinars so check for the prices though discount coupons are frequently available.  Follow them on Facebook or Twitter for the coupons. Webinars are held at varying times.

Dear Myrtle - Dear Myrtle has been right there at the forefront of webinars since they began to take hold within the genealogy community.  The Dear Myrtle webinars are free and the upcoming schedule can be found on the Dear Myrtle blog and on the GeneaWebinars Calendar. Archived webinars can also be accessed from the Dear Myrtle site.

Michael John Neill - Neill, the author of Casefile Cluse and Genealogy Tip of the Day, regularly holds genealogy webinars. His archived webinars are available to buy via download.  There is also a fee for the live versions.  Find notices of upcoming webinars on his Rootdig blog.

Illinois State Genealogical Society (ISGS)- Societies are getting in the swing of providing great webinar content too. ISGS is presenting webinars every month and they publish the full-year calendar in advance which is great for scheduling. Webinars are held the 2nd Tuesday of each month at 8pm Central (9pm EST).  The live webinars are free but replay is only for members. Access to their webinar library may be enough to convince you to join!

Southern California Genealogical Society (SCGS) - Pioneers in the webinar arena, SCGS was the first society to offer webinars to their members and the public at large. Called the Jamboree Extension Series, they also publish a full year schedule in advance.  Their live webinars are free but membership is required for the replays. Webinars are held twice a month on the first Saturday at 1pm EST and the 3rd Wednesday at 9pm EST.

Association of Professional Genealogists (APG) - APG has begun catering to the needs of its members by providing business focused webinars. The topics might also be of interest to genealogists in general or people who are considering becoming a professional. The webinars are free to watch and the replays are available in the members only section of the website. See the GeneaWebinars calendar for individual webinars by APG or look for press releases on the APG website.

Friends of the National Archives - Southeast Region - This is another regional group that is providing a full year slate of webinar content. The topics tend to have a more southern focus but some are general interest as well. The webinars are free to watch live but membership is required for later viewing.

You can view the full schedule of webinars by ALL genealogy webinar providers at the GeneaWebinars site.

If you know of any other webinar providers that I have missed please let me know so that I can add them to the list.

What is networking? And is it worth the effort?

I was in a discussion recently with some other genealogists and the subject of networking came up.  Some wondered if networking was worth the time and effort.

Regardless of whether you are a hobbyist or professional genealogist, do you feel that networking helps your genealogical research?

What does networking mean to you?
What form does it take (in person, online, society meetings, etc)?
What kind of exchange are you looking for?
Do you feel it's just a waste of time and you should focus on your own distant cousins or dirct work colleagues?
Which do you feel is more important, advertising or networking  and why?

I am really interested in hearing what everyone has to say on this topic!

My take on Networking

You probably already know this but I value networking a lot. For me, it is something intuitive that I can't really help doing. I learned it from my mother. She loved networking too. I don't know where she got it from.

I like to meet people who have a similar interest in genealogy or history. I am not looking for anything specific when I start networking. I am looking to build relationships. I'm in it for the long haul. Networking might reap a reward for me in six months, five years or not all.

I also love the chance to help people. If I can do any action, small or large, to help someone I will try to do it. Likewise if I can connect two people who will benefit from the connection then I like to do that too.

Networking allows me to meet people either in person or online. That allows me to help them and maybe someday they'll find a way to help me too.

Networking also enriches me. I meet the coolest people through social media and face to face. Sometimes they have a different expertise than me or sometimes they have had some really cool life experiences. Meeting them and learning about their lives broadens my understanding of the world and increases my capacity to interact with more people because it opens up a whole new subject matter for me.

I guess what I'm saying is that networking is both building relationship and increasing my education all that the same time. A perfect combination for genealogy I think!

Networking has helped me professionally. Some of my best opportunities have come from professionals and non-professionals that I have networked with. Likewise, I like to share professional opportunities with people who have taken the time to build a relationship with me. 

What form does a relationship have? It might be Facebook, Twitter, Google+, society meetings, professional meetings, socials, email, phone calls, etc  I have met people in person who I established relationships with on Twitter and other social media.  They have become an important sounding board for me.

I also strongly believe in advertising but I don't spend much if any on it (right now). At the moment I'm satisfied with networking.

Each individual likely has their own strong preferences and comfort level with networking. I realize that though I am comfortable with it, many people aren't.  My brother, for instance, is much shyer than me. At one point in his life when he was searching for a new job he had to force himself to become more comfortable with networking. I think today, he would say that it is a valuable activity. But it took him a lot of hard work to get to that point.

So tell me what you think - thumbs up or thumbs down to networking and why?

Taming all that Information! - Part 2

This is the second in a two part series following-up on my post about Action Lists.

In the comments section of that post Michelle Goodrum asked:

"When you return from a research outing where you have used one of these lists that contain multiple projects, do you end up writing multiple reports? I realize you would need to write multiple reports for different clients. How about multiple reports to yourself, if you have several projects going?"

For me, the answer is a not so simple as yes or no. The Action Lists mostly represent record pulls.  When I'm doing in-depth research such as on brick walls, I will do analysis on the spot. When I'm doing record pulls, I will likely glance over the records to see if I have a gold mine of information in hand but will hold analysis for later.

I mention this because a written report is usually based on analysis. Since my Action Lists are simple record pulls I may or may not be doing analysis right when I get back to the office.

I'm sure some professionals are gasping at this admission!

My Action Lists can contain research for a myriad of projects such as client research, personal research, research for friends, background research for articles and background research for talks.

The Action Lists help me to save time by pulling a whole slew of records all at one time in one trip.  My schedule then dictates which projects I will be able to work on first.

Client projects with deadlines will be dealt with first. Personal research may wait a week or a month.

It's true that I could further my personal research by doing on the spot analysis thus allowing me to continue the hunt for more records. But my time is limited and I need to prioritize so that all the important information gets pulled first.

With active, high priority research such as for clients, analysis of what I've found will be done right away and multiple research reports, if necessary will be written.

When it comes to background research for articles or talks I often like to do a survey of a certain type or time frame of records. I may pull 10, 20, 50 or 100 records to get the background information I need.  For these I am not writing reports. I will, instead, be analyzing  the records for trends or other information that I can use in the talks or articles.

When the time comes to look at the personal research, yes I will be writing multiple reports. I like to keep my genealogy tight and focused. I tend to write specific reports covering one objective or question rather than a broad topic. For instance, I wrote a personal report about what I found in census records for my brick wall immigrant ancestor, William Edwards. I might write another about surveying passenger list arrival records.  Later on I would write a separate research report of my overall analysis based on the sum total of the previous research reports. Many researchers often put this all in one report but I stay more focused and less overwhelmed if I break things down.

Again, I'm not saying that my approach is the best approach. It is simply what I have found to work for me based on my personality, work style and time limitations.

[Did you miss Taming all that Inforamtion - Part 1?]