A Resolution You'll Want to Keep

On Christmas evening I followed my own advice. I created a list of 7 genealogy goals for 2018. (See What Are Your Genealogy Goals for 2018?)

They're a little rough and fuzzy to start. But my plan is to fine-tune and prioritize them before January 1st.

Make 2018 the year your family tree blossoms.

1. Create a weekly backup plan for my computer
2. Find my parents' common ancestors
3. Log my downloaded Antenati documents into spreadsheet
4. Fill out the "Still to find" column on my document tracker
5. Verify the upstate New York railyard story and the Agostino fight stories
6. Find out my great grandfather's position in his local Italian-American society
7. Figure out the Muollo family's connection to my Sarracino family

If you haven't yet created your 2018 list of genealogy goals, let me explain my thought process for my list. Reading this should help you find your most important goals.

Backup Plan

I transitioned to a new computer this month, so having a perfect backup plan is top-of-mind. (See Prepare Your Family Tree for Your Computer's Demise.) I'm thinking about writing a little Java program to identify which files are new as of a particular date. Then I can copy only those files. If I can write a handy program, I'll be happy to share it with you.

Connect My Parents

I've gotten DNA tests for myself and my parents. One test tells me my parents are distant cousins! (See Free DNA Analysis Finds Kissing Cousins.) AncestryDNA backs this up because mom and dad are in each other's match list. I need to find the set of great grandparents that connects them.

Log Italian Vital Records

Everyone researching Italian ancestors needs to know about the Antenati website. (See Collect the Whole Set!) I've downloaded all available documents from my four ancestral hometowns. If I log the critical facts from each vital record, I can piece together extended families.

Document Tracker

Sometimes I'll use my document tracker to complete the set of documents for a family. For instance, my spreadsheet shows me at a glance which documents I've found for each person. If it's obvious that I'm missing a couple of census years, I can focus on finding them. It will help my research if I fill in my "Still to find" column. If I do that, I can spend a day finding every missing 1940 census for my tree.

Family Lore

I have a couple of unproven family stories that will take a lot of research to prove or disprove. I have so little to go on. Maybe you have some family legends you can research in 2018. They may involve newspaper research or some other research that you can't do from home.

Personal History

They buried my great grandfather wearing a ribbon from an Italian-American society. (See 1925 Death Photo Holds a Clue to My Ancestor's Life.) I want to find out more. It seems to me he may have held an esteemed position in the society. The Bronx Historical Society has told me they can't help. I need to find more resources.

Tie Up Loose Ends

I have a family named Muollo in my family tree with no connection to me. I suspect they're related, but I have to find the proof. My great grandfather Giovanni Sarracino's mother was a Muollo. My great uncle, Giuseppe Sarracino, settled in Burgettstown, Pennsylvania, at the same time as Gennaro Muollo from his hometown. This year, I want to find the connection between Gennaro Muollo and me.

I have never made a New Year's resolution. Since childhood I'd heard that New Year's resolutions were always broken. Quickly. So I never bothered.

But a New Year's Genealogy resolution is an entirely different thing. This resolution—this genealogy goal list—will keep me focused. I expect to have a very productive year of family tree research in 2018.

How about you?

What Are Your Genealogy Goals for 2018?

Is your family tree research more productive when you focus on one person? Or do you happily follow leads and create new branches all the time?

You can fortify your family tree by filling in the blanks for your closest relatives. Then you can move on to those tempting new branches.

If you have a few moments to yourself this holiday season, think about your specific genealogy research goals for the new year. Working your way down your list of specific goals will make your tree stronger, faster.

Here are some suggestions for creating your genealogy goals for 2018.

My grandparent chart shows me exactly who's missing.

Find Specific Ancestors

Create a chart or spreadsheet of your direct-line ancestors to see which sets of great grandparents are missing. See How to Visualize Your Ancestor-Finding Progress for a spreadsheet you can use.

My grandparent chart showed me that I needed the most work on my mother's mother's family. When I saw how much further I'd gotten with every other branch of my tree, I decided to focus on Grandma's line. I made great strides! See Today I Demolished My Family Tree's Only Brick Wall.

Your chart can show you where your tree needs the most work. Your goal might be "Find my 4th great grandparents in my paternal grandfather's line."

My document tracker shows me which documents I have and don't have.

Fill in What's Missing

A few years into my genealogy research, I had a big collection of downloaded documents: census forms, ship manifests, draft registrations cards, and more. My filing system is very logical, so I can find what I need in a heartbeat.

But with such a big collection, it was hard to know if I was busy searching for something I had already. See Haven't I Seen You Before?

My document tracker spreadsheet gives me a quick way to see what I have for a person and what I'm missing.

Another of your goals for 2018 could be to "Find every missing 1940 census for the people in my tree."

Request Official Documents

I wish every document I needed for my family tree were online. But sometimes you've got to request a marriage certificate from the state, or buy a copy of a death certificate from the Department of Health.

If some of your ancestors died not so long ago, it's unlikely you'll find their death records online. You've got to find out how to order a copy from the state where your ancestor died.

I wanted a copy of my grandfather's 1992 death certificate to learn his exact cause of death. My brother, my cousins, and I knew it was two types of cancer, but we weren't sure which types. As his direct descendants, we thought we should know.

Since my grandfather died in New York City, I had to request a copy in a certain way. If he'd died somewhere else in New York state, or in another state, I would have had to follow a different procedure.

P.S. They did not send me his full death certificate, so I still don't know his official cause of death.

Your goal for 2018 might be "Get copies of birth, marriage and death records for my grandparents and great grandparents."

Confirm or Debunk Family Lore

I have two pieces of family lore that are so vague, I may never be able to confirm or debunk them.

One story says that my great grandfather's brother, Agostino, left the Bronx and moved to Chicago because he was involved in a fight that left a man dead.

I can try to pinpoint when he left the Bronx, and then search newspapers for a story about a man dying in a big brawl.

Another story says that my great grandfather Pasquale left New York and moved to Ohio because of an injury. He and his brothers-in-law worked for the railroad. One of the men let his son into a restricted area. The boy did something stupid and lost a few toes in an accident. To avoid getting fired, they packed up and moved.

The men continued working for the railroads. I suspect the railroad in Youngtown, Ohio, needed workers. They may have gotten an incentive to go work there.

But if the story were true, there might be some documentation of the boy with the missing toes.

Newspaper research could be what you need to confirm or debunk your family stories. Your goal might be "Find proof for my cousin's claim about our ancestor."

Aim for five or six goals that will provide the most bang for your research buck. If you achieve these goals, imagine how much family tree research you will accomplish in 2018!

Track Your Genealogy Finds and Your Searches

Ten years ago I needed to take control of my family tree digital files. I had a growing collection of census forms, draft registration cards, vital records, and more.

I'd already settled on my preferred way of saving these files:

• A folder for each type of document
• A naming convention that groups a person's documents together:
  • LastnameFirstnameYear for a census or ship manifest (I use the head of household's name for a census.)
  • LastnameFirstnameBirthYear for a birth record
  • LastnameFirstnameWW1 for a draft registration card, etc.

But my well-named image files, sitting in all those different folders, didn't show me the big picture.

How could I see at a glance every document I have for a particular ancestor? And how could I quickly see which documents are missing?

Use the Technology You Know

That's when I turned to my old pal, Microsoft Excel.

For years I'd been using Excel spreadsheets on the job. I tracked progress on large-scale projects. I built formulas to show an accurate cross-section of the content on a website I manage. I kept tabs on my freelance hours for invoicing.

Why wouldn't I use Excel to create a genealogy research inventory?

My genealogy "document tracker" has 1540 lines right now. I have one person on each line. There are columns for each type of document I collect. The last column gives me space to note what's missing.

For example, for one of my grandmother's cousins, the "To find" column contains this:

• 1915 census
• 1920 census
• 1925 census

One Spreadsheet Tells the Whole Research Story

Now it's time to get even more value out of my document tracker.

I've been looking at sample research logs on different genealogy sites. A research log is a disciplined way for you to note:

1. What you're searching for (the 1930 census, a WWII draft registration card, etc.)
2. Where you searched (National Archives, State Library, Ancestry.com, etc.)
3. How you searched (by first name only, browsing through the whole census district, etc.)
4. Your thoughts on what to try next

The research logs I found were much more complicated than I wanted. For starters, I'm satisfied with the list above.

So I've added a second sheet to my document tracker Excel file and named it Research Notes. The first column is for the person's name. I added four more columns to match the four items in my list.

How to Start Using Your Research Notes

The next time I'm trying to find a specific document—like the elusive 1940 census for the Raffaele Saviano family—I'll add a line to the new Research Notes worksheet.

I might note that I tried searching for the family using only their first names. And that I used Americanized versions of their Italian names. I'll add that I tried this on Ancestry.com and FamilySearch.org.

When I'm ready to call it quits for the moment, I'll add a note about what I think I should try next.

Finally—and this is a cool Excel trick—I'll add a link from this research note to Raffaele Saviano's line on the first worksheet where all of his documents are listed. And I'll add a link from there back to his line on the new Research Notes worksheet.

My favorite thing about linking between the sheets is this: You can reorganize the lines on either worksheet and not break the links. You can sort them, add new lines in the middle, do whatever you need to do, and the links will still work.

Here's how to create a link between the two worksheets in a single Excel spreadsheet file:

• Make a mental note of which line number holds your ancestor on your new Research Notes worksheet. For example, I have Raffaele Saviano on line 2.
• Click the empty cell where you want to add the link. You'll want to devote a column to these links. In my example, I'll go to Raffaele Saviano's line (1327) on my Facts worksheet and click in the empty "Link to Notes" column.
• On the Insert toolbar or ribbon, click Link and choose Insert Link.
  
• Click to select the name of your new research notes worksheet.
  
• In the field labelled "Type the cell reference" it may say "A1" by default. Change it to A2, or A and whichever line number you need to link to.
  
• Click OK and you'll see your link.
  

Now make a mental note of the line number for this ancestor on the Facts worksheet. Go to the Research Notes worksheet and link back in the same way.

Click the links to see them work.

Now you can have all of these facts at your fingertips. It's 100% searchable, sortable, and update-able. Download a sample spreadsheet to build on.

My favorite thing about Excel: I know it can do a million more things I haven't even thought of yet.

For more detail on the document tracker, see:

• Haven't I Seen You Before?
• Case Study On 'Haven't I Seen You Before?'

How to Plan an Efficient Genealogy Research Trip

An online genealogy friend recently asked if I needed any New York City vital records. He was heading to the city and offering to do some lookups for me.

Luckily I use the Task planner in Family Tree Maker to keep a list of items I need to find. I categorize this list by the location of the record, if it's found in a specific repository.

Family Tree Maker includes a Plan tab and this Task list.

So in scanning my list of items categorized as "Archives", I was able to pick out the one document I wanted the most. A few minutes later, my friend emailed me the birth certificate I wanted!

My Task list sure came in handy, but I haven't been keeping it up to date. Let's all prepare ourselves to make the most of any genealogy research trip.

The first step is to fill in your Document Tracker with what you have and what you're missing. For a detailed look at how to use a spreadsheet as your document tracker, see Haven't I Seen You Before? and Case Study On 'Haven't I Seen You Before?'.

For documents you can't access online, make note of where you need to go to access them. That location may be in another state or at a particular library.

For example, most of my family lived in New York City in the past. I need to go to the New York City Municipal Archives for their vital records. Or I may be able to access them at a Family History Center.

When planning to visit a particular library or archive, do your homework first! Your research trip will be much more productive.

For example, last year I vacationed in an area close to where my grandmother Lucy was born. I carved out time for a side-trip to her town and set three goals:

1. See the house where Lucy lived as a baby and was probably born.
2. See the railroad yard where her father Pasquale worked.
3. Visit the town library to see old city directories.

Once my great grandparents' house.

Before my trip, I visited the library's website and corresponded with a librarian. I confirmed that the library had city directories for the years around my grandmother's birth.

My first stop on this side trip was the library's cabinet of city directories. I combed through those books for up to an hour without finding a single listing for my great grandfather Pasquale, no matter which variation of his name I used.

What I failed to do was work with the librarian to see if any other documents from the early 1900s might be useful to me. Was there an old map or photographs showing Pasquale's house at the time of his marriage? That address is a baseball field now. Did they have books about the local railroad station from the time Pasquale worked there?

After the library, I drove to the house where my grandmother Lucy and her parents had lived. I got out of the car and walked up and down the sidewalk to get a good look at the house and the yard. I could picture Pasquale there, tending to his garden.

Pasquale's train station is a museum now.

Next I drove to the train station where Pasquale worked. The station is no longer active, and the depot is now a museum. That was great news! The only problem was it was closed that day.

If I'd done more homework, I could have timed my visit so I could tour that museum. Now I need to make another trip there.

On the way to the train station I passed the Catholic church, St. Ann's. I knew that one of my great grandmother's brothers was married in that church.

Somehow it didn't occur to me that my great grandparents were probably married there, too! I should have gone inside! Months later I learned that the church graveyard contains many people named Caruso—all my cousins.

I enjoyed that side trip tremendously. Standing in front of my ancestors' house, and walking along the tracks where Pasquale worked—that was a wonderful feeling!

But I didn't learn very much, and I didn't do enough to strengthen my family tree.

Here's what I'll do before my next research trip. I hope you'll learn from my mistakes, too.

• Start with the list of items you need to find for your family tree.
• Expand that list to include the basic facts you know about the ancestor in question. For example, on a recent visit to a Family History Center to view several rolls of microfilm, I brought a list of what I hoped to find on each different roll. The list includes when I expected to find my great great grandparents' marriage. It includes when I believe they were born. And it includes other names I want to confirm.
• Get familiar with what's available at the archives, library, or museum you're planning to visit. You don't want to miss out on a collection because you were focused only on another collection.
• Think beyond the dates and names you're seeking. If you're visiting an ancestor's hometown, where did they work? Where did they worship? Where were they buried?

My father has a saying that we kids are tired of hearing, but we know he's right. He calls it the 5 P's: "Prior Planning Prevents Poor Performance".

Before I go off on another family history adventure 5 hours from home, I will do my homework and remember my 5 P's.

Now it's time to start my Prior Planning for my next visit to my ancestral hometowns in Italy. I don't want to waste a second of that trip!

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