Organize Your Family History

Stay focused and happy while exploring your roots

The benefits (and challenges) of cleaning up your research area

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Over on my organizing blog, I’m doing a Tiny Projects challenge, in which each day this week I am accomplishing one tiny organizing project in my home and blogging about it. Today, I tackled the reach-in closet in my office. (You can read about it and see the before and after pictures here.) That closet holds mostly genealogy stuff.

Since I don’t print or download genealogy documents, I don’t have a lot of paper genealogy clutter. But when I spent a half hour creating order in that closet I realized that I have some genealogy-related projects lurking in there that weren’t even on my radar.

I discovered that I had a bunch of photos of ancestors–I didn’t look at them carefully but they look to be 50-100 years old or more. I’m sure they were passed along to me by a relative and my intention is to scan and file them in my genealogy filing system. They were scattered on the surface of the main shelf in the closet. That closet is equipped with an Elfa system (I blogged about that back in the day when I installed it). There is one larger shelf that could serve as a desk. So while I was tidying and organizing, I gathered up the photos and put them in a container that I labeled “photos to process” and placed it on the main shelf so it can’t hide from me.

I also have a container full of genealogy journals to read. I added to it today. It’s really just the two publications that the National Genealogical Society sends to its members, as well as the Missouri genealogical society’s journal. Back in January 2019, I vowed to skim them, but in fact I haven’t.

I feel I need to fish or cut bait here. Either I carve out some time to read them (perhaps during an October 30 x 30 challenge?) or decide I’m not going to read them and then find them a home with someone else.

I rather like the idea of devoting 30 minutes a day for a month (or less if it goes more quickly) to see what I can glean from these publications. But it can’t be this month!

I’m really glad I cleaned out this closet, but I’m a little sad that two big projects emerged (the photos and the journals). I can’t believe I’m complaining about it, though. These are treasures I’m fortunate to possess, not burdens to be dealt with!

If it’s been awhile since you cleaned up your genealogy space, you may have some pleasant surprises hiding in there!

30 x 30: Time for a mid-month check in!

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For those of you who are participating in this month’s 30 x 30 challenge (in which we endeavor to do 30 minutes of genealogy research every day for 30 days), how’s it going? It’s almost halfway through the month. Have you found that the challenge is prompting to you to get more research (or organizing) done than you might have otherwise?

I’ve had a great couple of weeks. I’ve researched every day. A couple of those sessions were shorter than 30 minutes. One was about five minutes, just so I wouldn’t break the chain of daily research. This month I’ve been keeping a spreadsheet of my efforts at reducing my backlog and I included a column on how much time I spent. So I can tell you that in 13 days , I have spent 6 hours and 45 minutes researching. (I think it’s very cool that Numbers allows me to enter minutes then totals it up for me in hours.) That’s an average of 31 minutes a day. Woot!

I have been focusing on eliminating my backlog of unprocessed documents, though it’s going more slowly than I might have hoped. I have so far reduced the backlog by 24 documents. I’m finding that the processing is revealing questions and mysteries that are diverting me a little. But I have added only three new documents in the last two weeks! In any case, this slow and steady approach has been enjoyable. And the short, daily sessions is keeping me in touch with my research, which is always a great benefit.

I am confident that I would not have prioritized research if it weren’t for the challenge. I am so grateful to all of you for providing me with accountability.

Your turn: If you’re among the 30 or so folks who signed on to the challenge (or even you didn’t sign on but are participating), please let the rest of us know how it’s going!

August 30 x 30 challenge: Who’s with me?

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I’m in dire need of a new 30 x 30 challenge. I was able to prioritize genealogy research during the June 30 x 30 challenge, but in July, without the accountability of the challenge, I think I did genealogy fewer than half the days.

The COVID crisis is escalating here in Missouri and I’m staying in more than ever. So it seems to me that August is the perfect time for a new 30 x 30 challenge. In August, I hope to get rid of my backlog of unprocessed downloaded documents or at least make a huge dent in it. I’m going to try to be really focused on that. And I vow that if I do download new documents, I will process them the same session I download them.

Are you interested in joining me in committing to doing 30 minutes of genealogy research (or organizing or whatever else you want to do) for 30 days? If so, please post a comment!

Time for me to address my backlog

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I hate it when I let a backlog of downloaded files build up. I know that downloading a file without gleaning the facts from it and adding it to my genealogy software does not further my research. And yet I struggle with backlogs. My most recent post on my struggle was in October 2018. That fall, I vowed to eliminate my backlog and I succeeded in doing it, sort of. I took a group of deeds I couldn’t face and moved them to a foldern unprocessed. But otherwise, I processed 79 downloaded documents by making backlog-busting my research focus.

Well, the backlog has built up again and it’s time to address it. I have 78 documents languishing in my Surnames folder, waiting to be processed and filed in their appropriate folders. I plan to announce an August 30 x 30 challenge next week and my focus in August will be to get rid of that backlog. Two years ago, I created a spreadsheet in which I kept a running tally of the numbers of files I needed to process. I found updating it every session to be quite rewarding. So I think I’ll employ that strategy again.

One reason for my large backlog is that I went on a sprint of newspaper research in June and July. I had a seven-day free trial of newspapers.com and then bought a 30-day subscription that expired July 22. I found myself downloading, but not necessarily processing, a bunch of newspaper articles. (I did process some of them, though!)

In organizing, we refer to this as backsliding. I know how to process documents. I actually enjoy processing documents. But when I let a backlog build up it quickly gets overwhelming and less enjoyable. I find that focusing on the backlog to get it back to zero brings me great peace of mind.

In order to succeed at getting rid of my backlog, I know I have to avoid downloading any new documents while I’m focused on the backlog. Any documents I do download, I must commit to processing in the same research session. That way the number of documents left to process goes down every day. (Come to think about it, that’s not unlike dealing with physical clutter, credit card debt or any number of other scenarios!)

I bet I’m not the only one dealing with a backlog of genealogy documents (either digital or paper) that have been collected but not dealt with. If you have a backlog, feel free to join me in backlog busting in August!

For more in-depth information on how I organize my own genealogy, including dealing with my backlog, check out  How I Do It: A Professional Organizer’s Genealogy Workflow, a 37-page downloadable pdf published in 2021 and available for $19.99.