Sources and resources

Manage your family history blog using Notion

Notion is a great project management tool. It is not just useful in planning your research, you can also use it to write articles about your research. Here are two ways that you can manage a family history blog using Notion.

You can use Notion to:

  • store a list of your family history blog post ideas
  • write the draft posts
  • gather images
  • plan and draft social media posts
  • track progress
  • store copies of the final blog post and links to social media posts.

The foundational databases provide the project management structure for all types of projects, including writing projects. You do not need to construct any additional databases. If you have not already set them up, instructions are provided here.

The four foundational databases are: Projects, Research Questions, Tasks and Notes.

Option 1: Website is the Project

Create a project for your website in the Projects Database.

You could use the Research Questions Database to list each blog post and link them to Tasks and Notes. However, I it may be less confusing if you create a Note for each blog post in the Notes Database and link them to the website Project.

I find it useful to use the title of the blog post as the title of the Note. The title of the Note can be amended as work progresses.

Family history blog post tasks

Create Tasks for each blog post for any actions that you want to track.

You could just have one Task – ‘write [title] blog post’. Or you could break the process down into multiple tasks, such as:

  • Research for [title] blog post
  • Prepare draft [title] blog post
  • Finalise [title] blog post
  • Create social media posts for [title] blog post.

Keep each Task title unique, as this will help you track progress in your linked databases. I do this by putting part of the blog post title in the task names (see [title] above).

Make sure that you link each Task to the Note for the relevant blog post. That will allow you to filter or sort your linked databases to show Tasks for a particular post.

Tracking progress on blog posts

If you choose to just have one Task for each blog post, consider adding a To Do checklist on the Notes pages to help you keep track of your work.

The Tasks Database is already set up with tools to mark individual tasks as completed. However, you also need a way to mark off a blog post as completed.

Add a checkbox property column to your Notes database, called Archived or Completed. Use it mark off a blog post Note after it has been published. You will not lose the archived Notes. They remain in your Notes database.

Create a linked view of your Notes database on the page for your website project. Instructions are provided in Plan your family history with Notion. Add a second tab with a copy of the database. On the first tab, add a filter so that it shows Notes that have not been archived. On the second tab, add a filter so that it shows Notes that have been archived, i.e. published blog posts.

Option 2: Each family history blog post is a Project

Another option is to create a new Project for each blog post. I personally prefer this option, but both work fine.

If you choose this option, you can use the Type property column in the Projects Database to identify all of the Projects that are blog posts. Just add another type, such as Blog post.

Then create Notes and Tasks for each blog post, similar to Option 1.

You will still need to add a checkbox to mark off completed posts, but for this option you would add it to your Projects Database instead of your Notes Database. I also added a Status property column to my Projects Database (see image below).

Extract from an example Projects Database, where each post is a Project.
Only one task is listed per project in this example, but you could have many.

More tips

Consider creating a template for your blog post Notes pages, to help you create quality blog posts. This could include headings such as topic, draft titles, opening paragraph, list of images, internal and external links.

Consider adding a checkbox property column to your Notes database and/or your Tasks database to identify Notes and/or Tasks that are related to blog posts. This will help you filter for all blog Notes and Tasks. You could also use a different icon on Notes and Tasks that are blog related.

Use a keywords property column in your Notes Database or Projects Database to record the subjects of each post. This will allow you to filter for posts on each subject and view how many blog posts you have written (or have planned) on a particular subject.

After you publish your blog post, add the URL to the Notes page for that post. You could also add a property column to your Projects Database (for Option 2) or your Notes Database (for Option 1) to store the link.

Back to the Notion main page on my website for more articles.

Blogging challenge

Accentuate the Positive

Now is the perfect time to reflect on our achievements in family history. Drafting my response to Jill Ball’s blogging challenge, Accentuate the Positive, made me realise that a lot of good things did happen for me in 2021.

Jill has provided the prompts, which I and others are using for their posts.

Family tree in the Collier diary held in the archives of the Society of Australian Genealogists

I got the most joy from – working in the archives of the Society of Australian Genealogists as a supervising volunteer. Archives volunteers find amazing items in the collection, while helping to make the collection available to researchers.

The Covid situation gave me the opportunity to – finally enjoy my own garden. To ensure I would not go stir crazy during the lockdowns, I set up multiple places within my home where I can do my genealogy and my favourite place is on my back verandah with the garden view.

I managed to attend a face to face event at – um, nope, nothing. But I did enjoy a lot of genealogy conferences and events online that I would never have been able to attend face to face, such as Roots Tech and the UK Genealogy Show.

Diagram of the research cycle used in family history, showing Goals, Scoping, Tasks, Research and Review

My main focus this year was – writing. I wrote a book about genealogy methodology, which will be published this year.

A new piece of technology or skill I mastered was – social media. I have been using it for a while, but 2021 gave me time to investigate techniques and develop my skills further.

List of blog posts about using sources in family history on www.generationsgenealogy.com.au

A geneasurprise I received was – helping clients research their family history. That is always a constant surprise, because everyone’s families are so unique and it is gratifying to get results on their behalf.

A Facebook group that helped me was – if judged by the overall value from all the groups I am a member of, I have to say the Society of Australian Genealogists Discussion Group. It helped me stay connected and sane in 2021.

Promotion for a blog post about how DNA was used to identify Edward Webb as the biological father of Christina Malchow

My 2021 social media post that I was particularly proud of was – How I lost my Pomeranian, which I posted on 21 December. This was a story about how DNA proved that one of my relatives, who I was very fond of, was not a biological relation.

It is important to learn to accept new evidence and amend your family tree accordingly. The story also demonstrates the importance of incorporating DNA evidence into your research.

A new genealogy/history book I enjoyed was – too difficult to choose! I read mostly online books in 2021 and discovered some great ones in the Internet Archive for my London research and my Caribbean research. Michelle Patient is giving a lecture about the Internet Archive on 11 January.

Logo from the Internet Archive

I was impressed by – another difficult choice, but I am going to choose all the people who participated in the Friday hangout sessions of the Society of Australian Genealogists.

I had expected, when I started the hangouts, that staff might end up doing a lot of the presenting but it has been great to see so many people gaining the confidence and skills to participate and it was something I looked forward to every week.

I got the most value from this subscription – tough choice between Ancestry and the Society of Australian Genealogists. I use both almost every day and both are indispensable.

I progressed my DNA research with – In 2020 I found out that my father was adopted and 2021 was the year when I explored his biological line, using a combination of DNA and documentary evidence.

DNA molecules

I taught a genimate how to – many things, I hope! I lecture for the Society of Australian Genealogists once or twice a month and present the Family History Fundamentals Course twice a year. Attendance at the course doubled in 2021, so it appears that a lot of people are using this time to upskill. I also hope that people are learning from my blog posts.

A blog post that taught me something new was – pretty much every blog post, so I cannot choose one. My goal for 2022 is to read more blogs!

A newly found family member shared – a DNA match on my father’s biological Irish line kindly sent me a photograph of the family house in Ireland which is still in the family. So special!

Unmarked grave of Catherine Agnes Flanagan in Rookwood Cemetery, Lidcombe, New South Wales Australia, died 1944

I finally found… six feet under – my father’s biological mother, Catherine Flanagan, who I visited in Rookwood Cemetery.

Sadly, an unmarked grave, which made it difficult to find but I persevered and eventually did find it. I have no photographs of her, so her grave is the only tangible connection.

I splashed out and purchased a subscription to – Findmypast. I normally use the subscriptions in the library, but did not make many library visits in 2021. Findmypast has been very useful for tracing my English family lines, as it contains sources that are not available on other websites.

Thank you Jill, for setting us this blogging challengeGeniAus blog