Organize Your Family History

Stay focused and happy while exploring your roots

Quick Tip #6: Tidy up your research space

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Here’s the next in my occasional series of bite-size Quick Tips. Click on the Quick Tips tag for my other Quick Tips. Because I tend to write longer posts, I wanted to provide a quick-to-read (and quick-to-write) post every couple of weeks. This one is about your genealogy research, but it can certainly apply to other areas of your home!

Tidy up your research space before ending the session

If you use paper in your genealogy research, you probably opene file folders or binders during a session and you undoubtedly create some new paper by printing. If you take a few minutes at the end of the session to file those papers in their folders or binders and put them away in their homes, your future self will thank you. When you start your next session with a clear research space, it’s easier to jump right in.

I don’t use paper in my research, but I use the same principle with my digital research. I try hard to process any documents I download during the session. And I file in my folder structure as I go along. Keeping the genealogy folder on my hard drive tidy and organized makes everything easier.

I also try to clear my work desk at the end of every work day to make the next day easier, whether I’m doing genealogy research or working on my business. An uncluttered space contributes to an uncluttered mind!

Photo by Sam Dan Truong on Unsplash

RootsTech 2021 will be virtual (and free!)

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Have you heard the news? RootsTech has announced that next year’s conference–rebranded RootsTech Connect for 2021–will be entirely virtual. To be held February 25 to 27, 2021, has a wonderful global vibe. Perhaps the best part in terms of inclusivity? It will be free of charge! You can read details of the announcement here on the RootsTech website. And you can register on the spot with a little bot in the right corner of the screen. It took me less than a minute to register.

So what does this virtual conference look like? The organizers say it will be unlike any virtual genealogy conference.

RootsTech Connect is different than any other virtual event—no boring speakers or falling asleep at your computer screen. Rather, enjoy dozens of inspirational learning sessions, uplifting messages from celebrity keynote speakers, and hands-on activities to help you celebrate your heritage all year long.

I’m intrigued, especially by the hands-on activities! I know the capabilities of the smart people who organize this conference and I am confident they can pull it off. I’m delighted that content will be available for viewing for a year after the conference. (I don’t know if that’s selected content, as usual, or if it will be all the content.)

This multi-cultural video, on the RootsTech landing page, made me feel great.

Since everything is so uncertain right now in this world of COVID, I am so happy to know what’s happening with RootsTech. It’s on my calendar and I can’t wait to attend! How about you?  Have you/will you sign up?

August 30 x 30 wrap up: How’d it go?

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Our August 30 x 30 challenge is over and I’d love to hear how it went for you. Were you able to do genealogy research for 30 minutes a day? If not, did the challenge prompt you get more done than you might otherwise have? Do you have any achievements to share?

I had a great month. I researched every day, though I didn’t always do the full 30 minutes. This month I kept a spreadsheet of my daily progress on reducing my backlog of downloaded documents that need to be processed. One of the fields in that spreadsheet is how much time I spent each session. The Numbers spreadsheet understands minutes and hours so I can easily glance at the sum for that column and see that I spent 17 hours and 20 minutes researching in August (including 20 minutes yesterday, which is technically past the 30-day challenge). That’s an average of 33 minutes and 32 seconds a day. That feels great!!

The bad news is that I only reduced my backlog by 24 documents, which is kind of sad. Mostly that’s because I downloaded 40 documents in August, despite my pledge that I would resist downloading. So that means I processed 64 documents, which doesn’t sound quite as pathetic.

In any case, I enjoyed this month’s research and, as always, felt I benefited from doing it daily. I love the connection I maintain with my research when I work on it daily.

How about you? If you participated in the challenge, please let us know how this month went!

Reminder: You can let go of “should”

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It’s natural to ask about questions about organizing (your genealogy or anything else) that start with the word “should.” Should I organize my documents this way or that way? Should I store things here or there? Should I focus on this or that?

When I try to answer a question that starts with should, the answer is almost always, “It depends.” Because it’s all about what will work for you.

I encourage my clients (and anyone else who will listen to me) to let go of the word should. And to also let go of asking questions that start with, “What’s the right way to…” or What’s the best way to….”

Because here’s the thing: I can’t tell you what you should do. Only you know what’s right for you. It can be much more beneficial to think in terms of what you’d like to do, or what you think will work best for you, rather than what you should do. Especially when it comes to organizing your genealogy research, the thing you should do (in my opinion) is the thing that works well for you and that you can keep up.

For example:

  • Maybe you’ve always heard that you should store your paper documents in binders, but you have trouble keeping up with that. Let go of that should and consider using file folders or scanning your documents.
  • Maybe you think you should print every document for the sake of posterity but you’re overrun with unfiled paper. You can let go of that should, particularly if your electronic documents are already organized.
  • Conversely, maybe you’ve heard you should scan every bit of paper and store files electronically, but you’re overwhelmed by the prospect. Bye bye, should. You can let your paper files be sufficient. Or just start storing new files electronically and leaving your papers unscanned.
  • Maybe you’re told you should keep a research log, but you just can’t get yourself to do it. A research log can be hugely beneficial. But don’t beat yourself up if you don’t have one just because you think you should.

In other words, set yourself up for success and do what works for you. Decide what your priorities are (accessibility for you, accessibility for others, ease of use, etc.) and focus your organizing systems on those priorities. Don’t do something just because someone told you you should if it doesn’t seem like it will work for you.

All that said, there are some genealogy shoulds that I think you should pay attention to:

  • You should cite your sources so you can find them again and know where your facts came from (but you don’t have to cite them perfectly if that’s getting in the way of citing them at all).
  • You should back up your electronic data in case of a crash. (I use an external hard drive and automated cloud storage.)

Genealogy is supposed to be fun. Don’t let the shoulds drag you down. Make your own choices and own them. And keep yourself open to new ways of doing things. (See what I did there? I told you all sorts of things I think you should do, without using that word. Take what works for you and let go of the rest.)

[If this is feels familiar, it’s because I initially published this post on May 17, 2016. Then I published it again on November 6, 2018 with a different title. It’s a message that really resonates with me right now, so I wanted to repeat it.]