More Archival Research Tips from Lisa Munro


Last week we did a post on Lisa Munro‘s tips for historians doing archival research.  Now Munro is back with a second post on the topic.

Here are some of her thoughts on organization in the archives:

The other thing that is vitally important to your research mission is keeping a log of some kind of what documents you’ve already read. This is absolutely necessary to avoid duplicating research efforts and saving time. Everyone develops their own system eventually. My first step involves an Excel spreadsheet with columns for the date I read the documents and the metadata mentioned above, as well as whether I photographed the document and the date of my photos. I also record all relevant data about documents I will read in the future. I like the Excel method, as I can see all of my research efforts in one place. It’s like having a main index to my research.

Second, anything that has the kind of metadata I mentioned above goes on both the spreadsheet and in my Zotero library. I cross reference the data on my Excel sheet with my Zotero database, which is where I take notes on the documents I read.

I also attach individual archive photos to my Zotero items, as seen above. If you use Zotero, be warned that it cannot perform OCR (optical character recognition) on digital photos. Performing OCR on all of my archive photos is beyond even my obsessive nature, so I just attach them to the main item and make sure that I can find it again. I’ve found that tags work better for me than collections, as an item can have more than one tag. If you look at the bottom left of my Zotero photo, you can see that I’ve tagged this with AGCA, history of archaeology, primary source, and Tikal. Once I’ve got the item tagged, I can find it again easily.

Anything I need to write down that doesn’t have specific metadata attached to it (for example, my nightly archive notes) gets stored in Evernote. If I take notes by hand, I snap photos of them and upload them to EN, which will OCR and index handwriting.  I make sure to tag all of my research notes for easy retrieval later. I use tags like: archive notes, AGCA, research, etc.     

So after all this notetaking and organizing, I’m left with an Excel sheet to index and track my research, which is then cross-referenced with my Zotero database for notes on specific documents, which is cross referenced with my photos, which is all finally cross-referenced with my Evernote research notes. If I need to find this document about Tikal, for example, I can find its metadata by searching my tag for Tikal in Zotero, find it on my research spreadsheet, find all my photos of this document, and check my research notes about it in Evernote.

Wow!  This is some great stuff.  I am hoping to get back in the archives later this week and Munro’s post has definitely provided some inspiration.  I only wish I was this organized and had started earlier in familiarizing myself with these tools.

Read Munro’s entire post here.