Organize Your Family History

Stay focused and happy while exploring your roots

How you can profit from daily research

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I’m planning to start a new 30 x 30 challenge on January 1. I’ve been doing these challenges periodically for eight years and they’ve been helpful to many people (including me). Come January 1, I’ll be asking you to commit to doing 30 minutes of genealogy research (or genealogy organizing, or really anything you want to commit to) for 30 days in a row. What’s the value of the commitment? If you’ve done a 30 x 30 challenge already, you probably know. But if you haven’t, you might be inspired this post, which I originally wrote on November 3, 2017. Watch for an introductory post to the challenge on New Year’s Day!

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 this 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!

 

Should you hang on to paper documents after scanning them?

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Very little paper comes into my genealogy life since do almost all my research online. But in 2022 I cleaned out my parents’ home (they have both passed away) as well as my aunt’s (she’s in a nursing home) so I have some paper to think about. I wrote about this last year and in reviewing that post, I thought it valuable enough to run again. My feelings on the matter have not changed in the intervening year and a half!

I do most of my research online, so this hasn’t come up a lot. But this week I’m going through documents that had lived in my parents’ home and my aunt’s home and some of them are original vital records. I did my first group of ten a couple of days ago and scanned and processed them. And then I had to decide what to do with the originals.

This morning I went through the little stack one by one and followed my gut about those I wanted to file into the paper files I have left over from before I processed everything digitally and those I would feel comfortable discarding.

In truth, I could discard any of them, since I’ve captured the images. But my gut tells me to hang on to those documents that have original writing or signatures. An example is my parents’ marriage certificate, shown above. They were married by father’s uncle and I think he filled out the form. I don’t have a good, logical reason for this decision. It just feels right because these documents feel special. I have the space in my file cart and the files are already created, so it will be a simple matter to file them. If I have to create a new file folder label and put it on a folder to file something, I might feel like more trouble than it’s worth.

This is a matter of personal preference and I understand that my preferences might change. (And you may have a completely different preference.) If I end up with a lot more and it feels too laborious, I may revisit this criterion!

We can create history for our descendants this Thanksgiving

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For those of us in the U.S.,  it’s Thanksgiving week. I originally wrote this Thanksgiving post in 2016, and I like repeating it every year. Happy Thanksgiving to all my readers! I am grateful for you!

This Thanksgiving week, I’ve been thinking about how the ordinary lives of my ancestors are endlessly fascinating to me. As I slowly plow through my great great grandfather’s Civil War pension file, I get very excited when I come to a form he filled out 125 years ago that has a little extra information in it (like the names and birth dates of his children). Any peek into what his life was like is a special treat.

It got me thinking about how mundane aspects of our lives today might be really interesting 100 years from now to the people below us on the family tree.

Of course, we fill out fewer paper forms now. And genealogy will probably look very different in the twenty-second century. But I think photos and records will always be valuable.

This year, as we celebrate Thanksgiving (or really just go about our lives), we have the opportunity to create history for our descendants. We can be mindful of our legacy as we’re taking pictures. We can take care to label them (or add metadata to digital photos) so future generations know who the people in the photos are. We can do oral history interviews and carefully preserve them with labels for future generations.

If you have older relatives around your Thanksgiving table, I urge you to ask questions and preserve those conversations for generations to come (as well as for your own genealogy research). I sure wish I had. Wouldn’t it be great to put your hands on a recorded interview with one of your ancestors? You could be the person making that possible for your descendants.

Thanks to smartphone technology, it’s so easy for us to record conversations and take videos. Let’s do that while we can and mindfully tag and back up those recordings. (And hope that the medium will still be readable decades from now.) Or we can do what Stacy Julian does and ask our relatives to fill out a simple form.

As much as I urge my organizing clients to part with paper or other items that don’t serve any purpose any longer, I do sometimes encourage them to hang on to documents or photographs that might be of interest to their descendants. I encourage you to be mindful of that and store those items that so that they might be passed on to family-history-minded descendants when you pass.

Remember: Every day we have the opportunity to create history.

Photo by Robert and Pat Rogers via Flickr. Used under Creative Commons License.

Creating bio sketches about your ancestors

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Professional genealogist Maria Tello wrote this blog post for me back in June 2018 and has graciously given me permission to run it again. Enjoy!

Reader (and professional genealogist) Maria Tello commented in my recent post on shifting my focus that she is in the process of creating biographical sketches for each of her ancestors, so that she can pass information on to her children and grandchildren, who are not genealogists.

I was intrigued by the idea and asked her to give me a little more information, along with an example.

Maria wanted to make her research more easily understood by her children and grandchildren, she is writing these short sketches of each ancestor. Her research on some of her lines goes back to the 15th century, so it’s a big task!

I’m thoroughly impressed that Maria’s goal is to write one of these each day. I think that’s a wonderful way to make an overwhelming project seem much more attainable.

Maria said that she used the Register Style Template from the New England Historic Genealogical Society as the basis for her sketches. I love that sources and footnotes are a prominent part of the template.

Here’s a sample sketch, of one of Maria’s ancestors on her father’s side. She explains, “My accreditation is in Mexico and the bulk of my research is done in Spanish language areas. I used tools that were developed for New England colonial area research, however, and that works splendidly.”

Click on this link to read Maria’s sketch of José Anastasio Tello.

Maria reports that her children not only have found the sketches easy to understand but they’re actually grateful for them!

In addition to the obvious benefit of having an easily understood way to present genealogical information to those who follow you, I can see how useful this exercise is to find holes in your research. I can also see its benefits for reacquainting yourself with your ancestors.

Reunion, the genealogy software I use, will create these reports automatically, I discovered. But Maria and I discussed the benefits to doing them by hand. There’s a big difference between creating something and reading something. (This is part of a larger post I’m contemplating on manual versus automatic in genealogy–keep an eye out.)

As I look toward shifting to a different family line in my own research, I think I’m going to take the time to write a bio sketch for the main ancestor I’ve been researching, George Washington Adams (1845-1938) before I say goodby to him for a little while. I think it should be a fun exercise.

Maria, thank you so much for sharing what you’re doing! And best of luck completing all the profiles!

 

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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.