There are some things you will want to consider when setting up a timeline for your ancestor or project.

First, how are you going to make it (special software, spreadsheet, word processor, paper and pencil)? What tools you use to create your timeline might dictate some of the next items. I like to use digital means, usually a spreadsheet or a word processor, because they are easy to add to, rearrange, sort automatically, etc. However, as a pre-computer native, I like paper and pencil. If I were going to create a timeline for a project on paper, I would suggest using notecards or sticky notes, one for each event, that you can add to and rearrange as needed.

Second, what kind of information do you want to capture. You’ll need to decide on a format so your timeline is consistent. When I am using a spreadsheet, I will tailor the columns to fit my needs for that particular project. For a general timeline for an ancestor’s life, I use these column headings:

• Year – I usually only use the year unless I need to get more granular, then I’ll change this to a numerical sortable date system such as Year/Month/Day. You may have to work with your spreadsheet’s formatting for numbers so it appears correctly. I usually set them to “text” rather than it trying to interpret a date.
• Age at the time of the event – I like to capture this because it often tells me something about the person or the event. If someone is paying taxes or getting married, but their age is too young or too old, then it might indicate that I’ve made a mistake somewhere.
• Name of the event – I keep it simple when possible so “Birth” or “Marriage” usually suffices.
• Location – Depending on what you are looking for, you might put in the place from largest to smallest or smallest to largest. For example: Lyme, Grafton, New Hampshire vs. New Hampshire, Grafton, Lyme. If I want to see all of the New Hampshire items together, I might opt for the large-to-small option.
• Citation/source – this does not have to be a full-on polished Evidence Explained citation, but don’t skip this step. I am always second-guessing myself. I do not know how many times I’ve had to recreate my research because I forgot to note where I got a piece of information. Timelines are no different. When you find something that conflicts, you’re going to want to know where you got that information. Do something that works for you, if that’s a link to a document or database, a full citation, or simply “Samuel’s death certificate.” As long as your note tells you enough to go re-examine the record, you’re good.
• Misc. Notes – When I am creating these timelines, questions invariably come up, or I might want to make a note about a particular event. Put in a misc. notes column to capture those ideas and thoughts.

Next we will look at some more specialized timeline set ups for various projects.