Organize Your Family History

Stay focused and happy while exploring your roots

Who’s ready for an October 30 x 30 challenge?

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I’m feeling the need again for a 30 x 30 challenge so that I make daily research a priority again. In my 30 x 30 challenges I challenge myself (and anyone who wants to join me) to doing 30 minutes of genealogy every day for 30 days.

I find that when I have a challenge going I’m much more likely to prioritize doing research and get it done first thing in the morning. When I don’t have the outer and inner accountability that a 30 x 30 challenge brings, I sometimes put genealogy research on the back burner.

I love doing my research each day in small bites because it keeps me engaged in my research and usually means that I don’t fall down a rabbit hole in marathon research sessions.

So who would like to join me on October 1? You can work on an organizing task or just do research or whatever else feels beneficial.

Let me know in the comments if you’d like to join me!

Update on my backlog busting

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A month ago today, I wrote a post called searcher vs. researcher, in which I talked about how I’d accumulated a backlog of documents I’d downloaded but done nothing with. I vowed that until I had processed that backlog (using my digital workflow) I would not search for any new documents.

Then I had to amend that vow a little when I realized how difficult it was for me to completely stop searching. I decided that I would search on occasion, but I would process anything I downloaded so that I wouldn’t add to the backlog

Since I started this process, I’ve been diligent about chipping away at my backlog, I’m happy to report. In my informal Evernote research log, I note which documents I processed and the day’s contribution to the backlog reduction.

I even created a simple spreadsheet (of course) that I store in Evernote and update after each session. That little burst of accomplishment keeps me going. Today’s spreadsheet is pictured above; you can click on it to make it bigger if you’re interested.

As of today, September 25, I have processed 62 of the 103 documents in my backlog. I have just 41 to go and am looking forward to the great feeling of finishing. All along, I’ve been making follow up notes (in Evernote), so I’ll have plenty of searching to do when I finish. I’m going to try hard not to let a backlog build up again!

My pause on searching: Easier said than done

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Just over a week ago, in my post called Searcher vs. researcher, I vowed to get through the backlog of documents I had downloaded but never processed and to do no online searching until the backlog was gone. I’ll confess to you that my resolve not to search dissolved the very first day.

My curiosity about certain things that came up while I was processing my backlogged documents could not be satisfied by merely jotting down a note on my follow-up task list. So I quickly amended the vow I’d made to myself. Now, I try not to do any searching and downloading but when I do, I process the new document during the session in which I download it.

This is working out well. I have managed to resist the temptation to search but every now and then I go for it. (For example, when I’m processing a Washington state marriage certificate and I know that Washington marriage license applications, which have more interesting information, are also easily found.)

Today, in processing an 1880 census, a grandchild appeared living with his widowed grandmother and I need to verify whose parent that grandchild is before I can add the grandchild to my genealogy software and consider the census document processed. That’s going to require a little searching online tomorrow and I’m okay with that.

So far, this backlog-busting project is going well. I’ve reduced my backlog by 25 documents in the last ten days and have 78 documents in my backlog remaining. It’s feeling good!

My evolution from paper to digital

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I just re-read a blog post I wrote on August 12, 2012, just a couple of months after I started this blog, called How I organize my family history research. It outlines how I organized my research back in the day, when I kept everything on paper. If you have all your genealogy documents on paper, you might find it helpful.

What struck me in reading this six years later is that, with the exception of using Reunion software, I no longer do anything I outlined in that article. Wow!

Specifically, I don’t print documents. Therefore I don’t file documents. And I almost never access the documents I printed and filed six years ago. If I wanted to see them and didn’t already have them filed on my hard drive, I would just go online and download them. The exceptions are the few documents I have that were mailed to me. And I scan those whenever I come across them.

Am I better at organizing my genealogy research now than I was in 2012? Not necessarily. I’m a professional organizer and I did a great job of organizing my papers back then. But is my current system better than my 2012 system? For me, the answer is unequivocally yes.

My digital filing system is easier, more convenient and less labor-intensive than my paper filing system was.

If you’re curious about my evolution of paper to digital, check out these posts:

It’s so fun having a blog so that I can look back and see how things have changed over the years. This transition from paper to digital has undoubtedly been a positive change for me!

My electronic file system continued to evolve and in 2021 I published an Orderly Roots Guide called How I Do It: A Professional Organizer’s Genealogy Workflow that provides detailed information on how I organize my own genealogy research, which is now 100 percent digital. The downloadable pdf is 37 pages and available for $19.99.

Photo by Tom Woodward via Flickr. Used under Creative Commons License.

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