Introduction: In this article, Scott Phillips shows the method he uses at the end of each year to evaluate all the genealogy tools and resources he used, to help him prepare his genealogy budget for the new year. Scott is a genealogical historian and owner of Onward To Our Past® genealogy services.
About this time of year I go through my annual exercise of evaluating the benefits, or “bang-for-my-bucks,” that I derived from the money I spent on genealogy tools and resources during the past year to indulge all my family history pursuits. I do this as the first step toward building my genealogy tool budget for the upcoming year.
2013 is no exception and, due to a variety of reasons, I decided that I was going to adhere to the “brutally honest” approach in my genealogy tools and resources review.
Each year I make up a simple table and list all the genealogy software and website subscriptions I spent money on for family history research and write them down in the far left-hand column. Then I begin to take stock of each of them. If you’d like to do a similar analysis for your genealogy tools and resources, feel free to use my spreadsheet as a model for your own evaluation.
Download the Genealogy Tools Evaluation Spreadsheet.
My evaluation criteria are simple and few. The following are the four I used for this year’s review:
- How often have I used the genealogy resource or tool in the past year?
- How successful have I been at finding useful genealogical information for my family tree from this genealogy resource or tool?
- How many times have I had an “AH-HA” moment of discovery using the genealogy resource or tool? And, of course,
- How much did I spend on this genealogy tool or resource?
I proceed to place a value of 0, 1, or 3 points for each of the first three evaluation criteria for each item in my list and the dollar amount in the fourth. Then just in case of a tie, I have a column on the far right-hand side that asks: Is this genealogy resource or tool fun to use? I really like to have fun with my family history, so I place a premium on those genealogy research tools and resources that offer me not only useful information, but some enjoyment as well. This column, since it is a tie-breaker, simply gets a “-” or a “+” sign.
When all was said and done, after this exercise my genealogy tools budget for 2013 was remarkably easy to assemble.
My review includes every subscription and membership that I purchased during the year for any genealogy or history society, museum, software program, database, or association. In my case (simply for example) I have such diverse line items as MyHeritage.com (the software I use for my family tree and our family social network website), the British Newspaper Archive, Ohio Genealogical Society, Ancestry.com, Ohio History Society, Cornwall Family History Society, Minnesota Historical Society, Association of Professional Genealogists, National Genealogical Society, Czechoslovak Genealogical Society International, National Czech and Slovak Museum and Library, Ontario, Canada Genealogical Society, and almost two dozen additional state and local societies—in addition to GenealogyBank. I include them all from my largest individual annual outlay of $299 for Ancestry to my smallest for a local genealogical society that still only charges $10 a year. (I do not enter the costs I incur each year for experts, long distance assistants, translators, and genealogy tourism/travel in this evaluation spreadsheet because I have a different analysis I use for these outlays.)
You might find it interesting to know that GenealogyBank.com was one of the very top-rated genealogy resources in my analysis.
The following are the answers from the table I constructed:
- I used GenealogyBank.com at least every week and some weeks every day: 3 points.
- Over and over, on almost every log-in, I discovered extremely useful, critical, and unique information for my family tree: 3 points.
- My “AH-HA” moments were numerous, ranging from articles that provided needed background, obituaries that listed previously missing family members (especially married names of daughters and nieces), and the intensely precious newspaper photos that in several cases make up the only family photo we have of a particular family member: 3 points.
- I pay for my GenealogyBank.com subscription on the annual plan, so I notice when I have to part with the fee of $55.95—but I actually do it with a smile because if I divide this total by month, day, article found, or “AH-HA” moment, it works out to pennies a discovery. Well worth it!
Oh, and one of my favorite parts is that GenealogyBank.com also gets a “+” in the “fun column.” I have had more fun finding my family history discoveries and learning new and exciting aspects of the times of my ancestors through GenealogyBank’s newspaper collections than I have had on any other genealogy-oriented site. In fact I always find myself looking forward to logging in, ready for another session.
So GenealogyBank came out of my analysis with a score of 9+, the highest possible score. Renewal for sure!
We all know that genealogy can be an expensive hobby, but in this case there is no second-guessing my use of GenealogyBank.com as one of my premier, must-have sites.
I hope you found my genealogy resource and tool review method helpful. Good luck with your own family history searching in 2013!