Do you have any genealogy documents hiding in your home?

birth certificate Dave Adams cropped2In an extreme example of the perils of letting household filing pile up, I found my grandfather’s birth record over the weekend.

Over the last few years, I’d put some effort into figuring where he was born. It was mysterious to me because the census records said he was born in Oregon, yet his residence was always Washington. My father, his son, had no recollection of any family history in Oregon. Two years ago, I blogged about it when I discovered a birth announcement in a Portland paper. At that time I said I had written away to the state archives for a copy of the birth certificate. Alas, I received a letter from the Oregon Health Authority saying that no birth record was found.

Fast forward to October 2015. I decided to stop ignoring a pile of household filing that had been sitting on top of the file cabinet for a long time. They were mostly paid bills, some records of home repairs, things like that. I file pretty consistently, I had just let this pile happen slowly over time when I had items that would take a little extra effort to file. I’d gone without touching it for some time. It had become part of the landscape.

I set my timer for ten minutes and filed. Some of the items had aged out, so I could just throw them away. It took four or five ten-minute sessions over a couple of days before I reached the bottom and, to my embarrassment (I’m a professional organizer!), I realized that the items at the bottom of the pile were set there in 2007.

Among them was a file marked with my parents’ address. In it were some documents I had snagged when cleaning out their file cabinet in 2007. I remember that epic file-cabinet clearing. My parents had saved decades’ worth of certain paid bills. There were home purchase documents and some fun records, like the hospital bill for my birth in 1962 ($261.30), which was also in the file in my filing pile. But the real gem was a certified copy of my grandfather’s birth record, issued in 1944. Apparently there was never an actual birth certificate, since this copy was based on “affidavit and documentary evidence.”

In 2007, when I saved that document from being shredded with the rest of my parents’ old records, I was interested in genealogy. But wasn’t working on it properly or seriously. I knew enough to save that birth record, but I wasn’t interested enough to file it away properly or even remember ever having seen it.

Needless to say, I was delighted, if a little chagrined, to find it. I’ve added it to the source list in my family tree software. I’ve scanned it and filed it electronically and filed the copy among my paper files. It’s now safe and sound where it belongs.

Are there any piles or files in your home that might reveal some genealogical treasures? It might be worthwhile to catch up on your filing!

Update on my 30 x 30 challenge

The 30 x 30 genealogy challengeTwenty-five days ago, I started my 30 x 30 challenge. My goal was to work on my genealogy research for at 30 minutes for 30 days. I’d been frustrated at my inability to take the time to actually do the research I found so rewarding. I felt like I needed some sort of special motivation to keep me going.

So I decided to make a short-term commitment to stay on task. I chose 30 minutes because it’s short enough to be realistic for a daily goal. And it’s also not intimidating.

I chose 30 days because it was short enough to sound bearable. If I’d said I was going to do it for a year, I’d have probably quit by now.

I knew from past experience that having some sort of commitment and goal would be really motivating for me.

It’s turning out great–I think the number 30 has been magical. I’m proud to say that I’ve not missed a day yet, and in just a week, I’m confident I’ll be able to report here that I succeeded in my goal.

One thing that has made this easier is that I’ve had a project to focus on, transcribing the Civil War pension file of my 3rd great grandfather, Richard Anderson Jeffries. That meant I didn’t have to give much thought to what I was going to work on each day. That quandary is probably the single biggest barrier I have to getting started with research in any given session.

Almost all of the 25 days so far I’ve worked on R.A. Jeffries’ file. Today, I finished transcribing the entire pension file of 27 documents (woot!) and will start extracting the data next. It’s crazy how much I’m enjoying this.

The big question I’m having is whether I’ll continue with the 30-minute-a-day habit when the 30 days are up. I’m guessing I might give myself a break for a few days, but I think I’d be well advised to start another one soon. The commitment has proven to be truly powerful for me.

Edited to add: I did make it to 30 (in fact, 31) consecutive days of at least 30 minutes of genealogy research!

The value of transcribing

The value of transcribing documentsWhen I took Julie Miller‘s class at the NGS conference, Anatomy of a Military Pension, I felt inspired and motivated. I went home that night and ordered the pension files from my three Union soldier ancestors. I took her advice on how to process the files. Starting with the first one that arrived (for my 3d great grandfather, Richard Anderson Jeffries, 1823-1914), I put the papers in the file in chronological order, created citations for each of the 26 documents, scanned the documents into one file and am now in the process of transcribing them.

When Julie told us to transcribe the documents, I remember thinking that sounded like way too much work. I had trouble picturing myself taking the time to do it. But Julie urged us not to skip that step. She said that when we transcribe, we learn things we would learn no other way. So I decided to take her advice. I’m now in the middle of transcribing this pension file. (I’m on document 19 of 26.) It’s what I’ve been doing daily in my 30 x 30 challenge–I find that it takes about 30 minutes to transcribe one document.

I am so glad I’m making effort! Reading and typing the documents word for word means that I’m not just skimming; I’m digesting what the documents say. I’m memorizing important dates and items that appear on every form. (He fought in Co. D, 18th Regiment, Missouri Infantry Volunteers–those words came out of my memory.)

I’ve learned things that I never would have noticed in a simple reading of the file. For example, his first (unfortunately unsuccessful) pension lawyer was a woman. In 1886! It’s also allowed me to really get to know this ancestor. He was a smallish man, 5 feet 8 inches, with dark hair and complexion and blue eyes. I’ve read and internalized in exquisite detail his physical ailments as he’s aged. Each application for an increase in pension is accompanied by a doctor’s report, some of which are quite personal in nature.

The next step, once I’ve finished transcribing, will be abstracting the data and entering it into my Reunion software. The pension file has been really helpful, revealing heretofore unknown-to-me between-census information, like the fact that he lived in the state of Washington for part of the first decade of the 20th century before moving back to Missouri. (Maybe some day I’ll find out how he traveled to and from Washington.)

I have two more ancestors’ files to process–one of them, for G.W. Adams, 1845-1938,  has over 100 individual documents (as opposed to the 26 of R.A. Jeffries). It’s going to take me awhile. But, as I know already, there is gold to mine from these amazing pieces of history. And I know that going to the trouble to transcribe will help me mine it even better.

Time-management wisdom from Joshua Taylor

djoshuataylorcropI’m a professional organizer and I routinely give time-management advice to my clients who want it. But, as regular readers of this blog know, managing my genealogy research time is a work in progress for me. I struggle with staying focused, knowing what to work on and combating overwhelm.

That changed a little on Saturday. I was fortunate to be in the audience at the Genealogy Society of Southern Illinois’s annual conference. The speaker was D. Joshua Taylor, professional genealogist and truly organized person. Joshua has been doing genealogy research since he was 10 years old and had his first professional clients while he was in high school. He is the president of the Federation of Genealogical Societies and the director of family history for He is paid to do genealogy research for others, but he still works on his own genealogy research on a regular basis.

Joshua gave four talks at the GSSI conference, all of them terrific. He’s clearly a very thorough researcher; I was very impressed with the tenacity that came through in his talks. He leaves no stone unturned in his research.

While all four talks were really valuable, one talk that really blew me away. It was The Modern Genealogist: Timesaving Tips for Every Researcher, in which he outlined how he stays happy and focused while exploring his roots. Here were my big takeaways:

  • He works on only 1 to 3 projects/problems at a time, along 3 to 5 extended projects (brick walls).
  • If he comes across something else he wants to check out, he just adds it to his project list to work on in the future. (The discipline of that amazes me.)
  • For each research project, he sets a manageable goal and commits to a finished product, putting the research into some sort of meaningful form. I love that he knows what success looks like, in advance.
  • He plans each research session before he starts.
  • He writes a mini-research report for each research session, even when he’s doing it for his own research.
  • He reviews his research log every month or two to see what he’s missed and what he can apply to other families.

One benefit to working on just a few projects at a time, he said, is that you have a fighting chance of completing them. “I would rather leave behind 3 to 5 completed projects than 50 started, but not completed, projects,” he said. I was impressed that such a young man (I think he’s about 30, if that) thinks about his legacy–that’s probably a byproduct of being a genealogist, isn’t it?

When I got home from the conference, I immediately identified the three projects I’m allowing myself to focus on at this time. It’s been absolutely liberating–I don’t have to try to figure out what to work, which makes it much easier to get started. I will keep you posted how this all plays out, but I’m feeling very good about following Joshua’s excellent advice.

One other mind-blowing revelation at the conference was that Joshua and I are cousins. I’m going to repeat that, because it’s so amazing. Joshua and I are cousins. Our common ancestors are my third great grandparents, Joseph Price (1820-1904) and Mary Puffenbarger (1823-1896). (It’s Mary’s grave that I used aluminum foil to read in my blog post Reading hard-to-read gravestones.) How did I discover that? Like many good genealogy lecturers, Joshua used his own research in examples. In his very first talk of the day, he mentioned Joseph and Mary, much to my excitement. Joseph Price is one of Joshua’s brick walls, so it’s conceivable that I might, at some point, be able to give him a hand. That would be a dream come true!