Turbo Charge Your Research Planning with Trello.pptx
•
0 likes•1,997 views
Presentation from NGS 2022 on using Trello to turbo charge your genealogy research planning and task management.
Recommended
Recommended
More Related Content
More from GenealogyMedia.com
More from GenealogyMedia.com (11)
Recently uploaded
Recently uploaded (20)
Turbo Charge Your Research Planning with Trello.pptx
- 1. Photo NGS 2022 Session S448 Turbo Charge Your Research Planning with Trello Jordan Jones
- 2. The List of “Don’ts” • Please no screenshots, photographs, audio, or video recording of the lecture. • Presentations, including lecture slides and syllabus material, are protected by the speaker’s intellectualcopyright and may not be copied and/or replicated without the speaker’s permission. • NGS holds the compilation copyright on the recordings. Viewing of a recording islimited to the individual purchaser. The recording may not be copied or projected in away thatallows it to be viewed by groups of individuals.
- 5. Agenda 1. What is Trello? 2. The Trello User Interface (Home, Workspaces, Boards, Lists, Cards) 3. Iterative Research Process 4. Case Study Rebecca Martha Graham’s Father 5. Documenting 6. Gathering 7. Case Study Los Angeles Research Trip 8. Processing and Writing
- 6. Trello Trello is a cloud-based project planning system. Based on a Japanese lean manufacturing project management technique known as Kanban (literally “signboard”), Trello was designed to aid in planning business and technology projects.
- 7. Trello as a Bulletin Board Trello works like a bulletin board to organize and visualize the progress of work. It helps you visualize gaps in your planning and allows you to fill those gaps at any time. It is a working to-do list, displayed in the context of the research you have completed, so that you get a sense of progress.
- 8. Trello Hierarchy There is a hierarchy of items: • Home contains Workspaces • Workspaces contain Boards • Boards contain Lists • Lists contain Cards • Cards gather details about tasks and chores
- 9. Cards The main metaphor of Trello is that of cards on a cork board. I also think of it as similar to 3 x 5 cards for a high school or college term paper. The cards are not the term paper, but their use to gather, organize, and process information was essential for writing the term paper.
- 10. Trello Hierarchy There is a hierarchy of items: • Home contains Workspaces • Workspaces contain Boards • Boards contain Lists • Lists contain Cards • Cards gather details about tasks and chores
- 11. Main Menu High-Level Navigation Recent Boards Starred Boards Workspace Collections of Boards Search
- 12. Trello Hierarchy There is a hierarchy of items: • Home contains Workspaces • Workspaces contain Boards • Boards contain Lists • Lists contain Cards • Cards gather details about tasks and chores
- 14. Trello Hierarchy There is a hierarchy of items: • Home contains Workspaces • Workspaces contain Boards • Boards contain Lists • Lists contain Cards • Cards gather details about tasks and chores
- 15. Trello Hierarchy There is a hierarchy of items: • Home contains Workspaces • Workspaces contain Boards • Boards contain Lists • Lists contain Cards • Cards gather details about tasks and chores
- 16. Trello Main Menu Lists Cards Board Menu Tools Menu Search
- 17. Trello Hierarchy There is a hierarchy of items: • Home contains Workspaces • Workspaces contain Boards • Boards contain Lists • Lists contain Cards • Cards gather details about tasks and chores
- 18. Trello Cards The bulk of the work in Trello is on cards. The hierarchy (Home, Workspaces, Boards, and Lists) just • Organizes cards • Contextualizes cards in terms of status (how far along are you in that bit of research?) Trello is all about cards.
- 19. Cover List Location Due Date Title Description Trello Cards, 1 Gmail by Cardbox Add-to-Card Menu
- 21. JSON Export
- 25. G-Mail Search
- 27. Imported E-Mail
- 28. Card Actions
- 29. Card Labels
- 30. Card Checklists
- 31. Card Checklists
- 32. Create a Card from a Template
- 33. Iterative Research Process 1. Create research plan cards.
- 34. Iterative Research Process 2. Update the research plan cards.
- 35. Iterative Research Process 3. Update related cards.
- 36. Iterative Research Process 4. Review and adjust the lists.
- 37. The Process Helps You • Plan • Document • Gather • Process • Write
- 38. Planning: A Case Study Your genealogy research will be more effective if you plan. We all know that, but we don’t always work that way. Let me walk you through a case study of the use of Trello on something that I’m still researching.
- 39. Gather
- 40. Research Question Who was the father of Rebecca Martha Graham (1831-1880) of Monroe, Fayette, and Cabell Counties, VA (WV), whose mother was Jane Graham (1811-1854)?
- 41. In 1770–1772, Col. James Graham (1741–1813) built one of the first two-story log houses in what is now Summers County, West Virginia. This house still stands and functions as a museum and gathering place. Col. James Graham was my 5th great grandfather and Jane Graham’s maternal grandfather.
- 42. Family Lore • James Graham was a colonel in the Virginia militia during the Revolutionary War • His daughter, Rebecca Graham (my 4th great grandmother) married her 1st cousin, Joseph Graham • Their daughter, Jane Graham (my 3rd great grandmother) never married • Rebecca Martha Graham (my 2nd great grandmother)
- 43. More Family Lore Jane Graham, daughter of Joseph and Rebecca Graham, born April 6, 1811, died July 28, 1854. Rebecca Martha Graham, her daughter, born July 28, 1831, married Henry Lake Miller, November 1, 1853, died July 11, 1880, between eight and nine o’clock in the evening.
- 44. Joseph Graham (d. 1857) Col. James Graham (1741-1813) Florence Graham (1744-1800) Rebecca Graham (d. 1866) Florence Graham Nolan (1803-1860) Lancelot Graham (1806-1880) John Graham (1809-1893) Jane Graham (1811-1854) Rebecca Martha Graham (1831-1880) Henry Lake Miller (1817-1900) Elizabeth Graham Ballengee (1815-1853) David Graham (1821-1914)
- 45. Marriage License, Henry Lake Miller to Rebecca Martha Graham 1 Nov 1853
- 46. Minister’s Return, Henry Lake Miller to Rebecca Martha Graham 1 Nov 1853
- 47. Take Aways Death Register, Jane Graham, 28 Jul 1854
- 48. Jane Graham Death Register Line Numbered. 30. Name in Full. Jane Graham White W Sex. F Date of Death. July 28 [1854] Place of Death. [Monroe County, Va] Name of Disease or Cause of Death. Murdered Age. 43 yrs 3 mos. 22 days Names of Parents. Jos. & Rebecca Graham Where Born. [Monroe Co. W Va] Occupation. Consort of, or Unmarried. Unmarried Name of Person giving Information of Death. Rebecca Graham Designation of Informant… Mother
- 49. Take Aways Death Register, R. M. Miller, 11 Jun 1880
- 50. R. M. Miller Death Register Line Numbered. 32. Name in Full. Miller, R. M. White [white checked] Sex. [female checked] Date of Death. June 11 [1880] Place of Death. [Guyandotte Dist., Cabell Co., WV] Name of Disease or Cause of Death. Dysentery Age. 48 yrs 10 mo Names of Parents. Graham _____ Where Born. Monroe Co. W Va Occupation. Consort of, or Unmarried. H L Miller Name of [Informant]. Wm. C Miller Designation of Informant…. Son
- 51. Jane Appointed Rebecca’s Guardian Jane Graham, Guardian of Rebecca, 16 Jun 1845
- 52. Jane Appointed Rebecca’s Guardian “The Court doth assign Jane Graham guardian to Rebecca Graham infant of the said Jane Graham: and thereupon the said Jane Graham with Lanty Graham, Joseph R. Hill and William T. Mann her securities entered into and acknowledged a bond in the penalty of $500. conditioned as the law directs.” Monroe County Court Order Book, Monroe Co., VA, 5:378; cited in FHL film 589358 : researched 21 November 2016.
- 54. Article 1st All contracts made and entered into by the above mentioned parties shall stand and be the same as if a marriage had never taken place. Article 2nd All the money bonds and property now belonging to the said Rebecca M. Graham and all that may become hereafter due or in any way fall to her is to be at the command of the said Henry L. Miller his lifetime and to be receipted for after received by him and the amount of money and of property severally to be refunded at his death to the said Rebecca M Graham or her heirs without interest thereon.
- 55. Plan What do I know? • 1811: Rebecca’s mother Jane Graham born. • 1831: Rebecca born out of wedlock. • 1845: Jane appointed guardian of Rebecca. • Before 1854: Rebecca’s father died in Missouri, leaving her land. • 1853: Rebecca signs a prenuptial agreement and marries. • 1854: Violent arguments between Jane and her brother James on the farm. • 1854: Jane murdered, no one ever convicted. The murder trial covered in newspapers nationally.
- 56. Plan How do I use Trello to help find Rebecca’s father? • Keep a view of completed research. • Brainstorm additional research: • Wills and property records in MO, probably Daviess Co. • Court records in VA and MO. • Friends, associates, and neighbors in VA. • Autosomal DNA
- 59. Interative Research Process The great thing about Trello is that it facilitates an ”Iterative Research Process.” • Each card has a lifecycle. You can add to it, split it, amend it, attach files to it, add links to it, as you refine your thinking. • As you move it to “Done,” you can record your findings right there.
- 60. Document
- 61. Document We are told to “document as you go.” A tool like Trello encourages this because every time you interact with a card, you have the opportunity to note what you’re doing or what you found.
- 62. Document
- 63. Gather Through the use of attachments (direct and from sources such as Dropbox and Email), you can gather images of records for later evaluation. A Trello card can be there to remind you to get a certain document, let’s say the 1950 census. Once you do that, you can attach it and document it there, for later processing and writing.
- 64. Plan
- 65. Case Study: Planning a Research Trip Trello can help you organize your planning for a research trip. This can include everything from your actual travel (flight, hotel, car) to the sites you intend to visit and the research you plan to do. For place-focused research, I use Trello in connection with Google Maps, as shown in this case study.
- 66. Create a Board On the top of your screen, to the left of Search is a ”Create” button, which allows you to create a board from scratch.
- 67. Board Setup When you create a board, you must choose a background image or color and title the board. You also must decide on the visibility of the board which can be Private, Workspace, or Public.
- 68. Board Background Image You can search through the Unsplash catalog of royalty-free images to use as your background. Here, I have chosen a photograph of the the Los Angeles skyline.
- 69. Create the Board! Once I have chose my new cover image, I click “Create” to create the board.
- 70. Start Creating Lists Once you have created your board, you can start creating your lists. On the next slide, you will see that I’m creating a board with the lists: • Preparatory Research • Trip Planning
- 71. JSON Export
- 76. Process
- 77. Process I think of Trello as a “helper” for processing your research findings and writing them up in a research report or other document. You will need other tools, such as Excel and especially a writing program such as Word to analyze your documents and present your findings for others.
- 78. Write
- 79. Write Trello is a your digital cork board or stack of 3 x 5 cards. It doesn’t replace your writing tools but helps you organize your notes and ensure you have covered everything you thought to cover during the research process. Of course, when you evaluate your evidence and start writing, you may realize you have more research to do.
- 83. Take Aways • Plan and document your research • to know where you have been; • to know where you need to go; • to be able to follow an “iterative research process.” • Trello can help you develop your plans and keep track of your progress as well as gather documents as you go.
- 84. Take Aways • But Kanban and Trello don’t work for everyone. • Find your method and plan and document your research.
- 86. Photo NGS 2022 On-Demand Session #OD TEC02 Obsidian for Genealogists Jordan Jones
- 87. Thank you! • Copies of these slides and the syllabus will be available on my website. • I am working on a book, Obsidian for Genealogists. See my website for more information. genealogymedia.com @genealogymedia
Editor's Notes
- Welcome to this NGS 2022 NGS Conference presentation. I am Jordan Jones, and this is session S448: Turbo Charge Your Research Planning with Trello.
- As a presenter, I've been asked to remind you that you should not be taking any screenshots or photographs or capturing any audio or video recordings of this lecture. Presentations, including slides and syllabus material are protected by my copyright, though shortly after this conference, I will share this material more on my website. NGS has the copyright on the compilation of the recordings and these recordings cannot be copied or projected for the use of groups.
- Trello works like a collection of bulletin boards to organize and visualize the progress of work. There is a hierarchy of items: Home Workspaces contain Boards Boards contain Lists Lists contain Cards Cards gather details are about tasks and chores Let me take you through the interface. I won’t show you all the ways you can create things in Trello, but I will walk you through what this hierarchy looks like. Later, we will see more about the use of Trello in the case studies.
- Trello is a cloud-based project planning system. Based on a Japanese lean manufacturing project management technique known as Kanban (literally “signboard”), Trello was designed to aid in planning business and technology projects. I explain as much in the syllabus. But the syllabus does not nearly have the space to allow you to get a visual representation of what this software is and how you can use it to plan and document genealogical research. In this lecture, I will demonstrate through annotated screen captures how the concepts of Kanban as implemented in Trello can help you in your research. I will also present a couple of case studies that will show you more specifically how Trello can help you in a paternity search and on a research trip. If we have time and my Internet connection holds out, I will also walk you through the Trello interface live. Let’s get started.
- Trello works like a collection of bulletin boards to organize and visualize the progress of work. There is a hierarchy of items: Home Workspaces contain Boards Boards contain Lists Lists contain Cards Cards gather details are about tasks and chores Let me take you through the interface. I won’t show you all the ways you can create things in Trello, but I will walk you through what this hierarchy looks like. Later, we will see more about the use of Trello in the case studies.
- Trello works like a collection of bulletin boards to organize and visualize the progress of work. There is a hierarchy of items: Home Workspaces contain Boards Boards contain Lists Lists contain Cards Cards gather details are about tasks and chores Let me take you through the interface. I won’t show you all the ways you can create things in Trello, but I will walk you through what this hierarchy looks like. Later, we will see more about the use of Trello in the case studies.
- Let’s take a look at the Trello HOME page. If you start using Trello, your home page will start to look like this. First, you have the main menu, this gives quick access to Other workspaces Recent Boards Starred Boards Templates (for creating new boards) and a Create button to create new boards from scratch This menu appears commonly throughout and will help you move around and get key things done Next, you have your High-Level Navigation. This allows you to get to boards, templates, back to home (this page), and to different workspaces Finally, boards organized by starred boards, recent boards, and in workspace collections If we click on “Jordan’s Genealogy Workspace,” we get to …
- Trello works like a collection of bulletin boards to organize and visualize the progress of work. There is a hierarchy of items: Home Workspaces contain Boards Boards contain Lists Lists contain Cards Cards gather details are about tasks and chores Let me take you through the interface. I won’t show you all the ways you can create things in Trello, but I will walk you through what this hierarchy looks like. Later, we will see more about the use of Trello in the case studies.
- Here’s a sample workspace, my Genealogy Workspace. First, you have the main menu, this gives quick access to other workspaces Recent Boards Starred Boards Templates (for creating new boards) and a create button to generate new boards from scratch Next, you have your Workspace Label. This just reminds of where you are and whether this is a free or paid workspace Finally, you have a visual representation of your boards. You can click on any of these to get to your boards. So, if I clicked on Genealogy, I would get to:
- Trello works like a collection of bulletin boards to organize and visualize the progress of work. There is a hierarchy of items: Home Workspaces contain Boards Boards contain Lists Lists contain Cards Cards gather details are about tasks and chores Let me take you through the interface. I won’t show you all the ways you can create things in Trello, but I will walk you through what this hierarchy looks like. Later, we will see more about the use of Trello in the case studies.
- Trello works like a collection of bulletin boards to organize and visualize the progress of work. There is a hierarchy of items: Home Workspaces contain Boards Boards contain Lists Lists contain Cards Cards gather details are about tasks and chores Let me take you through the interface. I won’t show you all the ways you can create things in Trello, but I will walk you through what this hierarchy looks like. Later, we will see more about the use of Trello in the case studies.
- My “Genealogy” board. Let’s take a stroll through the Trello board interface. First, you have the main menu. Which is the same as on the Workspace page Recent Boards Starred Boards Templates (for creating new boards) and a create button to generate new boards from scratch Then, there is the Board Menu, that lets you choose boards, workspaces, and shows you how the board is shared, whether it is public or private. (By the way, private can be shared with specific people.)
- Trello works like a collection of bulletin boards to organize and visualize the progress of work. There is a hierarchy of items: Home Workspaces contain Boards Boards contain Lists Lists contain Cards Cards gather details are about tasks and chores Let me take you through the interface. I won’t show you all the ways you can create things in Trello, but I will walk you through what this hierarchy looks like. Later, we will see more about the use of Trello in the case studies.
- My “Genealogy” board. Let’s take a stroll through the Trello board interface. First, you have the main menu. Which is the same as on the Workspace page Recent Boards Starred Boards Templates (for creating new boards) and a create button to generate new boards from scratch Then, there is the Board Menu, that lets you choose boards, workspaces, and shows you how the board is shared, whether it is public or private. (By the way, private can be shared with specific people.)
- JSON – In the free version of the product, you have access to JSON export. A JSON file looks like this. It’s not designed to be read by a person, but by a mahine.
- If you click on the pencil icon at the top right of a note, you open this list of card actions.
- If you click on Labels within the card actions, you can create, edit, and assign labels.
- You can add checklists to cards, with an option to import lists from other cards.
- A card checklist looks like this.
- JSON – In the free version of the product, you have access to JSON export. A JSON file looks like this. It’s not designed to be read by a person, but by a mahine.
- Here’s the marriage record for Henry L. Miller and Rebecca M. Miller. It doesn’t mention their parents, the fact that that both of them were born out of wedlock, or the fact that Henry Lake Miller was currently still married. (Two years later, Henry Lake Miller’s first wife would remarry, and her marriage license would say that she was a widow, but … I digress.)
- Here’s the minister’s return. If you’re guessing that it doesn’t reveal any more about Rebecca’s father than the marriage certificate, you are correct.
- Death Register of Jane Graham
- Death Register of Jane Graham
- Death Register of Rebecca M. Graham
- Death Register of Jane Graham
- Death Register of Jane Graham
- Jane Appointed Rebecca’s Guardian
- JSON – In the free version of the product, you have access to JSON export. A JSON file looks like this. It’s not designed to be read by a person, but by a mahine.
- I was looking for a note-taking platform that could do more than just store notes and files. I was looking for one that could store record images, but also could include the documentation, and not force me to type the source list entry every time, when I had multiple records from the same source. CLICK See the blue line – This information about the California Department of Health Services, which I use dozens of times in my research, is only typed once in my note taking system, but appears every time, via transclusion, that is inclusion by reference.
- Private means it is shared only with people invited to that board. Workspace means means that it’s shared also with anyone with access to the Workspace that contains this and other boards. Public means that anyone with the URL can access the board.
- JSON – In the free version of the product, you have access to JSON export. A JSON file looks like this. It’s not designed to be read by a person, but by a mahine.
- JSON – In the free version of the product, you have access to JSON export. A JSON file looks like this. It’s not designed to be read by a person, but by a mahine.
- JSON – In the free version of the product, you have access to JSON export. A JSON file looks like this. It’s not designed to be read by a person, but by a mahine.
- So, here’s how it looks when I have created the board and added a couple of lists to it. But, of course, there’s more to do. I realize that I want to have a list of places to visit as well as a place to capture ideas for research and to document that research. Once I add those lists and start to brainstorm ideas about each of the lists, my board starts to look like this:
- I’ve got a couple of research tasks to find out more about what I can research at St. Sava’s and the LA County Library. You’ll also notice that I have created templates for Church Research and Library and Repository Research. Using these, I can quickly create new tasks that will all have the same starting point.
- JSON – In the free version of the product, you have access to JSON export. A JSON file looks like this. It’s not designed to be read by a person, but by a mahine.
- JSON – In the free version of the product, you have access to JSON export. A JSON file looks like this. It’s not designed to be read by a person, but by a mahine.
- JSON – In the free version of the product, you have access to JSON export. A JSON file looks like this. It’s not designed to be read by a person, but by a mahine.
- I wanted a note-taking platform where I could create templates that remind me of the kinds of information I should be gathering for different kinds of records.
- https://trello.com/guide
- If the Kanban methods I have shown you here with Trello help you organize your thoughts and think through the big picture as well as the details, great. If not, so be it, but I What works for you might be Excel, or yellow legal pads, but whatever it is, find your method and plan and document your research.
- If the Kanban methods I have shown you here with Trello help you organize your thoughts and think through the big picture as well as the details, great. If not, so be it, but I What works for you might be Excel, or yellow legal pads, but whatever it is, find your method and plan and document your research.