Utility ~ Spreadsheet: Records of Research


Eddie Thomas' Records of Research Spreadsheet, for recording records searched. This is what Eddie says about it.

My preferred method is to use Excel. I have created a Record of Research spreadsheet with the following headings:
Surname (at birth)
Christian Name(s)
FHID (Family Historian Identity)
Object of Search (e.g. locate entry in 1871 census)
Records Searched (e.g. transcripts of 1871 census)
Location of Records (e.g. Society of Genealogists)
Successful (Y/N)
Remarks (e.g. possible matches, neighbours who may be related, etc)
Date of Search

Records of Research Example

I have two Excel workbooks for this purpose - maternal and paternal. Each workbook contains separate sheets for each letter of the alphabet. Thus entries for Jones are made under J, Smith under S, etc. If, for example, I am searching for John Smith in the 1871 Census, and I have to reference several different sources in different locations, then I enter each search as a separate entry.

I have filters on the columns, which makes searching almost effortless.

Also, after I make fresh entries, I sort by Surname, Christian Name(s), and FHID (using Data > Sort).

Produced by admin (03/06/07)

Installation Instructions

Click on the link below to download and save Record_of_Research.xls, then double click it to open.