Category: TOOLS

Track Your Ancestors: Import Census Records into Spreadsheets

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While I was doing brick wall ancestor research, I discovered a neat trick for keeping track of census data for direct-line ancestors and non-direct relatives alike.  I wanted to log census findings such that I could find them quickly for future reference when I needed them.

A Google search resulted in finding this gem:  A step-by-step guide on how to import census data into a spreadsheet.  Though this guide is created for Microsoft Excel, it can be applied to Google Sheets as well.  

I found the guide on YouTube and couldn’t wait to try it out.  After a few attempts at creating spreadsheets for census data with Google Sheets, it wasn’t that difficult.  I discovered that it was a lot easier to read the imported data than looking at the census itself for analysis.

The process I use now is creating a Google Sheets document and naming it with this format:  Year Country Census Surname Direct-Line Relative Couple.  This would look like this:  1910 US Census Doe/Smith

I then follow the steps to importing census data, creating separate tabs for each page.  I name the tabs Year PG # which would look like this 1910 PG 10.  

This spreadsheet gets saved in the folder containing research logs and other documents pertaining to the ancestor I’m researching in a subfolder titled Census.  If I want to retrieve it later, I know where it is in Google Drive.  If I don’t remember where it is in Google Drive, I can always do a search by typing in the keywords “surname census.”  

When I use census records for collateral research, instead of creating a separate spreadsheet for a non-direct relative, I may just add the data to a direct-line ancestor’s spreadsheet if they happen to live in the same area or location.  I just add a separate tab and name it Year PG # non-direct relative full name, which would look like this 1910 PG 8 John Buck.  

If you’d like to view the step-by-step guide on importing census data that I found on my Google search, click here for the YouTube video by Genealogy TV (Constance H. Knox) https://youtu.be/E2SJsANQ6zo?si=wuwwSF_7Zu8Mo7zb  Though it’s called “Extract U.S. Census Data into Excel to Find Your Ancestors in Your Family History Fast” the same method can be used for Google Sheets.  You can also purchase the handout at https://genealogytv.org/product/handout-for-extracting-census-into-spreadsheets-to-find-your-ancestors/  

How To Make The Most of Trello For Genealogy

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You may or may not know what Trello is.  If you do, it’s an online tool to manage projects and tasks.  It’s a system using boards, lists and cards.  You can access it online or via an app on your phone.  

I’ve used it for quite some time but didn’t know how it would work for genealogy.  One day while doing some Googling for genealogy research organization ideas, I discovered that Trello could be used for genealogy too.  

Here are some of the ideas that my Google search generated for making the most of Trello for genealogy:

  • Create multigenerational family trees in a vertical list form, utilizing labels and/or card covers to show how people are related.
  • Log your research in the form of a workflow or a visual tracker to document what you’ve found and cite your findings.
  • Set up a genealogy planner board to house lists for research tasks to do and other activities not related to research.

Here are some online resources I found that were helpful to better visualize how I could tailor Trello to my genealogy research needs:

My Google search resulted in these boards in one workspace titled Genealogy:

  • Family History Book Plan
  • Genealogy Reference
  • Genealogy Courses
  • Genealogy Processes
  • Genealogy To Do
  • Research Log

I started out with creating the Research Log with these lists:

  • Goals
  • Notes
  • Waiting Room (pending contacts with DNA matches/relatives)
  • To Do
  • Research (Ancestor Name) To Do
  • Doing
  • Done
  • Parking Lot (backburner items for another research project)
  • Relevant Resources (websites that I use along with username and passwords kept in the description)

The To Do lists for an ancestor helped me keep in focus what information I already had on that person along with citations of sources and what I didn’t have.  The other lists helped me stay on task to finish DNA match-related projects.  

Eventually, I tailored my Trello boards for genealogy work in tandem with my Google Drive.  They keep me accountable to get tasks completed.  Having the ability to mark or move cards on from the Doing list to Done gives me a great sense of accomplishment.