Organize Your Family History

Stay focused and happy while exploring your roots

My research-friendly computer setup

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Computer monitor connected to laptop with one cord and wireless keyboard and mouseLike many people, I do most of my genealogy research online, from my desk. I have a laptop computer (a 14″ MacBook Pro). I love my laptop for its portability. I take it with me on research trips (or, really, any trip).

But I don’t love doing genealogy research on a 14″ screen and I don’t love using a trackpad instead of a mouse.

I bought my HP Business Z27 2TB68A8 27″ monitor way back in 2019 and it’s been great. (I should point out that there’s a more modern version of a similar monitor, the HP U28 4K HDR, that is less expensive and has more conveniently placed ports than mine. I’ve done no research on it, though.) What I love about this monitor is that it acts as a hub and a power source. I plug it into my computer with a USB-C cable and then I plug my external hard drive and webcam into the monitor. So I just have one cord going from my monitor to my computer. That makes it very easy to unplug and go. And it cuts down on cord clutter on my desk.

I also use a wireless keyboard and a wireless mouse. I recently developed tennis elbow from overuse of the keyboard and mouse, so I’m now using an ergonomic vertical mouse, which I think is helpful. I also prop the forward edge of my keyboard on a wrist rest so that it tilts downward, which helps my tennis elbow.

The joy of this setup is that I can have multiple documents open on my screen. I can also use my laptop screen, which I keep to the side and stash documents on. (In case you’re curious, my laptop wallpaper is the vision board I created for 2023.) If I were trying to do all my genealogy research and processing of downloaded documents on my laptop I am confident I would find it less enjoyable.

If you struggle with having as many documents visible as you’d like on your screen, you might consider a large monitor that you can use when you’re researching at home. Add a wireless keyboard and mouse and you get the best of both worlds of a desktop computer and laptop.

Making military research a little easier

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Before Memorial Day in 2016, I wrote this post on figuring out which ancestors might have fought in which war. I’ve run it a couple more times and it seemed like a good time to run it again. Incidentally, MyHeritage is offering free access to its 83 million military records this weekend, May 25-30, 2023.

Whenever I read about a records collection for a certain conflict (which seems to happen around military-related holidays, like Memorial Day, Veteran’s Day or anniversaries of conflicts) I get excited about researching my ancestors in those collections, which can be such a treasure trove of information. But in the past sometimes I would have difficulty remembering which ancestor might have fought in which war and I’d become overwhelmed and abandon the effort.

So I created a document that shows me the prospective ancestors for each conflict, based on the dates they were born. At the time, I used a table from Family Tree Magazine but when I went looking for it to share in this post, I couldn’t find it. However, I did find an even-better table called Ages of Servicemen in Wars that lists 20 military conflicts, the years they were fought, the typical birth dates for soldiers and the  typical ages of soldiers. Thank you, FamilySearch!

Armed with that information, I created a simple spreadsheet (pictured, in part, above) with the following column headers:

  • Conflict
  • Likely Birth Year of Soldiers
  • Prospective Ancestor
  • Confirmed Ancestor

For each conflict, I entered the names of the ancestors who were born during the birth-year window listed in column 2. After I ascertained that one had indeed fought in that war, I entered an X in the Confirmed Ancestor column. What I should have done and will from here forward, is place a dash or an N in the Confirmed Ancestor column to indicate that I’d ruled that ancestor out.

This is a simple way to see at a glance who I might research when I’m looking at military collections at the National Archives, Fold3 or elsewhere. It’s easy to create and I think it’s well worth the time spent.

 

My process for downloaded documents

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Life’s a little nuts right now, so rather than creating a new post, I’m re-running this post from October 20, 2017 in which I describe my workflow for a document I downloaded from the internet. Almost six years later, the process hasn’t really changed! For more detailed information on how I process digital documents, check out How I Do It: A Professional Organizer’s Genealogy Workflow, a 37-page downloadable pdf available for $19.99.

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.

Again, 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.

NARA’s Genealogy Series starts May 3

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In 2021, the National Archives transformed its annual one-day virtual Genealogy Fair into a multi-week Genealogy Series. The theme of this year’s series of lectures is is Public Service: Military & Civilian.

There will be one lecture each Wednesday from May 3 to June 14 (six Wednesdays), from 1 to 2 pm. No registration is required; you can watch live and ask questions of the presenter at the NARA YouTube channel. (You can also watch later without the opportunity to ask questions.)

Visit the NARA website to see the program and details about each talk. The page also includes links to the talks and handouts, available on the each event day (and after). According to the website, “You are invited to attend, participate, and ask questions during our sessions’ YouTube video premieres. Presentations are pre-recorded videos broadcast on NARA’s YouTube channel. Throughout the broadcast, you will be able to ask questions, and the presenter will respond in real time. After the initial showing, the video and handouts will remain available on this web page and YouTube.”

I’m excited about this free learning opportunity and I want to thank reader Marian Kowalski for telling me about this year’s program. It had escaped my notice!