Last month, my company launched Genealogy Basics In 30 Minutes: The quick guide to creating a family tree, building connections with relatives, and discovering the stories of your ancestors. Professional genealogist Shannon Combs-Bennett wrote the book, which explains basic concepts of interest to anyone researching family origins. As you might expect, the book has sections about family trees, interviewing tips, genetic genealogy, and different type of source records. As an amateur genealogist myself, I expected Shannon to delve into these issues when I read the manuscript. However, I did not expect the topic of using genealogy forms to track research to come up, except perhaps in passing. Instead, it took up the better part of Chapter 4, “Tracking and sharing your research.” Here is how she introduced the topic:
“Tracking includes everything from creating good source citations to outputting data to a chart or tree. Along with preserving research (which we will cover in Chapter 5), it’s one of my least favorite tasks. After the initial excitement of making easy discoveries, it’s so frustrating to deal with tracking and filing and storing all of the information and papers you have found.
On the other hand, charts and other summary documents are a great way to share findings to family members. When you bring a complete pedigree chart to a family reunion, it will attract attention and prompt lots of questions. Be sure to bring copies to give away!”
Part of the reason I was not expecting to see such a deep examination of tracking research using genealogy forms relates to the fact that I use genealogy software to track my own research. The software lets me generate family group sheets, pedigree charts, and other pre-filled forms from my computer.
Not everyone uses family tree software for research, though. They prefer paper, and use blank genealogy forms to enter names, dates, and other information. In addition, as Shannon noted in the book, computers have drawbacks, including the risk of a crash or some other disaster that wipes out the data. Paper genealogy forms provide some reassurance on this front. They also do not require a power outlet!
Shannon and I discussed providing some free resources on the companion website to Genealogy Basics In 30 Minutes. Besides blog posts and tips, I have created a free genealogy forms starter kit that contains two forms:
- A free five-generation pedigree chart
- A free genealogy research log
The pedigree chart contains fields for recording birth, death, and marriage information, and goes back to great-great-grandparents (all 16 of them!). Names are numbered for easy cross-referencing. The research log can help genealogists track websites, books, and other sources used to research specific ancestors.
But it’s also good for something else, which Shannon mentions in the book: Redundant searches for information, which typically result from unorganized late-night searches on Ancestry.com. If you don’t track what you are doing, you very may well end up revisiting sites or searching for the same information over and over again. The genealogy research log helps avoid redundant searches.
Besides the free genealogy forms, I am also making available a bundle of blank forms that goes far beyond the pedigree chart and research log. The Genealogy Forms Library includes eight forms in all, ranging from a cemetery record to a photo inventory tracker. The digital edition includes 13 .pdf and .xlsx spreadsheets, but I am also preparing a printed bundle which will include multiple copies of the forms printed on archival quality paper.
UPDATE July 2018: Since this post was written in October 2016, my company has created other genealogy forms, including a kit that brings genealogy for kids!