Details

Title: Airtable Research Logs for Genealogy, 3rd Edition
Series: Research Like a Pro Quick Reference
Author: Nicole Elder Dyer
Publication: March 2026 by Family Locket Books, Highland, Utah (previous editions in 2023 and 2024)

Digital Download

Airtable Research Logs for Genealogy is available as a PDF download. You will receive two files – one for professional printing on two legal-sized (11×17″) paper, and the other for at-home printing on four letter-sized pages (8.5×11″).

Permission to Print

Purchasing the download authorizes you to print one copy of the Airtable Quick Reference guide for yourself only. Please do not share the digital files with others.

What’s New in the Third Edition (2026)

The third edition has been fully updated to reflect the latest Airtable interface and features, including:

• AI integration — Includes Airtable’s new AI capabilities, including AI field agents, Omni (Airtable’s built-in AI assistant for filtering and data analysis), and the “create formula with AI” tool to simplify formula building.
• Updated interface guidance — Revised icons and step-by-step instructions to match Airtable’s current look and navigation.
• Expanded field types — Now includes Created Time and Currency field types, plus AI agent options for applicable fields.
• Improved timeline sorting — New formula tip for converting partial dates (year, month, or full date) into a sortable format.
• Automation for adding to timeline — How to automatically add a timeline entry from a source in the research log by clicking a checkbox field
• Refreshed free plan limits — Updated to reflect current limits, including automation runs, AI credits, and collaboration options.
• Streamlined terminology — “Record type” is now “source type,” “citation” is now “source citation,” and more, for clearer, more consistent language throughout.
• General — Shortened and simplified instructions across all four pages for easier reading.

Third edition (2026) includes the following sections:

• About Airtable
• Key Terms
• Airtable Universe
• Importing Existing Data
• Using an Airtable Base Template
• Field Types Used in Research Logs
• Configuring a Base
• Adding a Lookup Field
• Configuring a View
• Advanced Field Configuration
• Formulas
• Quick Tips
• Collaborating
• Tables in a Genealogy Research Log
• People Table
• Timeline Table
• Research Log Table
• Fields for a Research Log Table
• FANs Table
• Correspondence Table
• DNA Tables
• Sorting, Filtering, and Grouping
• Linked Records
• Expanded Record View
• Free Plan Limits
• Backing Up

The new Tracking DNA Matches with Airtable guide (2nd Edition for 2026) is available here: Tracking DNA Matches with Airtable – Quick Reference, 2nd Edition.