Organize Your Family History

Stay focused and happy while exploring your roots

The value of daily research

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The benefits of dailiy genealogy researchI know some of you work on genealogy research every day. But I think the majority of folks are like I once was. I’d wait until I had a free day or half day on the weekend before I’d do any research. And sometimes when that day finally came I’d be paralyzed with all the choices of things to research and very slow to start. Very occasionally, I wouldn’t get anything done because I couldn’t decide!

This year, I’ve been trying hard to research daily. As I mentioned in my last post introducing a new 30 x 30 challenge, I haven’t missed a day since August 1. That feels great.

It got me thinking about some of the advantages to short, frequent research sessions over long, infrequent ones. Here’s what I came up with.

  1. I’m more connected with my ancestors. Because I’m thinking about them every single day, I don’t have to review everything in order to get started.
  2. I forget less. In addition to researching daily I’m also keeping a very informal research log in Evernote that helps me stay on top of what I’ve researched.
  3. I keep a “next steps” list in my  research log so I know exactly what to work on when I sit down to research in the morning. Overwhelm and paralysis is a thing of the past!
  4. I stay focused. I don’t have the luxury of going down rabbit holes when my timer is going and I know I’ll have to stop before long. This does a great job of keeping me focused. When I’m tempted to get distracted, I just add the bright shiny object to my genealogy task list.
  5. I’ve created a habit! Doing 30 minutes of genealogy research is a great way to start the day. It used to be I’d forget to research. No more. It’s part of my routine and I love it.
  6. It’s easier for me to find 30 minutes a day (3.5 hours a week) than a weekly half day or biweekly full day to research. Taking a whole weekend once a month feels pretty much impossible. I still love having longer sessions–it’s truly a special day when I spend the whole day researching. (Thankfully, I have had a few of those this year.) But daily research means that researching is getting done without my feeling like I’m sacrificing other things.

I really do enjoy longer sessions and I consider those a bonus. This year’s daily research, which is usually a minimum of 30 minutes, means that 2017 will be my most productive year yet when it comes to family history research. And from a time perspective, it’s been really easy!

Let’s start a November 30 x 30 challenge!

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How’d you like to join me in committing to doing 30 minutes of genealogy research for the 30 days of November? I think November is a particularly great month for a 30 x 30 challenge, at least for those of us in the United States, since it’s the month of the Thanksgiving holiday, when many families get together. What better time to do some research in anticipation of asking questions of family members or sharing findings with them?

I’ve been doing periodic 30 x 30 challenges since August 2015. They’ve really helped me stay focused on my research. I love the public accountability and support. And I’ve learned they help create a habit of daily research. This one’s for you, not for me, because–believe it or not–I’ve been researching daily since my August 2017 challenge! That’s three months in a row without missing a day. I feel like it’s become a wonderful habit; I absolutely love starting my day with genealogy research.

I’d love to support you in a 30 x 30 challenge this month so that you can experience the joy of creating this habit. Who wants to join me?

Some time in the next couple of weeks, I’ll write a post about the benefits of brief, daily research…it’s really quite different from the sporadic, longer sessions I used to do in the past.

Just post a comment if you’d like to join the challenge!

How indexing might make me a better genealogist

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I participated in the Worldwide Indexing Event this past weekend. I’m so glad I did! I’m really grateful to Family Search for making it so easy.

By all appearances, the Worldwide Indexing Event was a big success. Almost 80,000 people participated and 7.2 million records were indexed. I indexed 541 of those records.

I ended up working at the intermediate level, indexing school censuses from Oklahoma schools in the first few decades of the 20th century. These were handwritten cards, each listing a parent and that parent’s children’s names, birth dates and ages. It was fun seeing the names and the birth dates of these kids–some of these families were large!

As I indexed, I realized that I was gaining new insights that would help me in my own genealogy research. I think seeing the challenges of interpreting handwriting, as well as the sloppiness of some of the enumerators, will help me come up with creative searches when I can’t find an ancestor in an index.

Being an indexer also made me realize how easy it is for mistakes to be made. Family Search makes indexing really easy, but if I hadn’t double-checked my work, many August birth dates would have been recorded as April. And a few boys with names like Marion would have been indexed as girls. I’m glad there are arbitrators checking the work, but now when I see errors in an index, I’m going to have a better understanding of how that happened.

Now that I’ve dipped my toe in the indexing pool, I’m going to try to do some indexing for Family Search on a regular basis. If you haven’t tried it, I encourage you to give it a try. Just go to FamilySearch.org, log in, and click Indexing at the top of the screen.

How I process a downloaded document

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Last March, I wrote a post called My digital workflow that detailed what I do with a document I find on the Internet. (I never print it.) My digital workflow has not changed since then and it’s working out really well for me.

Last weekend, I did a talk at the St. Louis Genealogy Conference about going paperless and in my Powerpoint I included screenshots of the digital workflow and also a summary slide. The attendees asked for copies of the summary slide, so I decided to post it here.

The process is basically the same as my March post but I switched up the steps a little.

The example I used in my talk was my father’s uncle, Jay Ellis Adams (1914-2004). I had found his obituary online at the newspaper’s website. Here’s the workflow:

1. I click Print and, in the printer dialog box, Open in Preview (my Mac’s default pdf reader), which downloads the document to my computer. (If it had been a document at Ancestry, I would have clicked Save, then Save to My Computer.)

2. I immediately rename the file, using my file-naming protocol, which is Date Type of Document-Ancestor Name-Locality. I stick it into my Surnames folder, as a temporary holding place until I file it in step 6. I know that any unfiled documents in the Surnames folder require processing.

 

3. I select a fact from the document, add it to Reunion and create a source citation for it.

 

4. In Reunion, I click the Preview tab in the source record and then click Copy Source. (For the eagle-eyes among you, I originally found a transcript at Genealogy Bank and used that as the source citation. Then I decided to go to the newspaper’s website and download it from there, so I changed the source citation. But I was too lazy to take a new screenshot.)

5. I paste the source citation into the metadata of the source document (the obituary) by Ctrl-clicking on the file and selecting Get Info from the menu that appears, then pasting into the Comments area.

 

6. Then I file the document into my folder structure. My folder structure for collateral relatives is Genealogy/Surnames/Collateral/[Surname]/[Name of Ancestor (YOB-YOD)]. If the document  applies to multiple people, I duplicate it for each person and then drag it into the appropriate folder for each person. But I don’t take the trouble to rename it.

7. The final step is to drag the document into the Multimedia area of the source record in Reunion. This creates a link to the document so that I can open it up inside Reunion, which is very handy.

 

From there, I continue to extract information from the source document and add that it to Reunion. Every piece of information I glean from a single source document uses the same source number, no matter what person it applies to.

Here’s the summary slide:

This is the way I do and it works well for me. Of course, it’s not the only way to do it or perhaps the best way to do it. But I’m hoping you’ll find it useful to see my workflow. I’ve been processing documents this way for almost a year now and it’s working very well.

For more in-depth information on how I organize my own genealogy, check out How I Do It: A Professional Organizer’s Genealogy Workflow, a 37-page downloadable pdf available for $19.99.

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When you first join the list, I’ll send you a few emails to help you organize your family history. After that you’ll hear from me at the end of every month when I send an email with links to that month’s posts. And every now and then, I’ll let you know when I have something special to promote.