Organize Your Family History

Stay focused and happy while exploring your roots

Check out Stacy Julian’s How to BEGIN with the Box

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Back in April, I wrote an enthusiastic blog post about my favorite RootsTech 2020 presentation, Do Something with That Box from Stacy Julian. She kindly gave me permission to reprint her helpful handout because she hadn’t written about it on her own website.

I was delighted to see that last month she published a robust blog post on the topic that fleshes out what I wrote about. It’s called How to BEGIN with the Box and I urge you to check it out, even if you’ve read my post. It provides great detail and it includes the downloadable pdf of the handout, along with photos and explanations.

When I drove to Walla Walla in September, I took the opportunity to bring home a box of family stuff. It’s not so much documents as photos, but I intend to use Stacy’s framework as I go through it. (The box been sitting unopened for almost six weeks now…I think our stay-at-home holiday time will be a good time to address it.)

If you have a box of family memorabilia to go through, do yourself a favor and check out her terrific post. You can thank me (well, really, Stacy) later.

Major upgrade to Reunion released

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A bowtie chart for my paternal grandparents

I’ve been using Reunion, the genealogy software designed for the Mac, since I started getting serious about genealogy research, back in 2012. I love Reunion, though the truth is I’ve never used any other software so I don’t have anything to compare it with. It works well with the way I think and I’ve found it intuitive and easy to use. I’m definitely a glass-half-full kind of gal, but the only complaint I’ve ever had about Reunion is that media files do not export with a GEDCOM.

Over the years, I’ve upgraded Reunion when new versions became available every few years. (I started with Reunion 10.) Just last week when I opened the program, I saw that an upgrade to Reunion 13 was available. (It had been three years since I upgraded to Reunion 12.) I quickly checked out the new features and didn’t hesitate to spend $49.95 for the upgrade. The upgrade process was headache-free and I’m happily using and exploring the expanded capabilities.

Here’s a list of my favorite new features. I haven’t used them all but I’m glad to have them available:

  • Change log. I can now look back and see what changes I made each research session. I used this the other day when I forgot to write in my research log.
  • Summary sidebar. Personal statistics for each member of a couple are now available in the sidebar. The summary sidebar contains information such as spouses, siblings, surnames of ancestors, surnames of descendants, number of descendants in how many generations and so forth. You can drill down on most statistics for more detail.
  • Connections allows me to add unrelated people (neighbor, godparent, witness, etc.) to my tree.
  • Find Relationship has been upgraded to instantly show a graphic relationship between to people in my tree. I can easily copy that graphic to share with someone.
  • Quickview windows pop up to provide further information about a person, couple, source record or surname without having to navigate to another record.
  • A Find feature that searches across all records and fields. You can search without having to leave the family view.
  • A new Bowtie chart that shows the ancestors of each member of a couple in one view (see photo above).

You can watch this video to see the top ten new features in action.

Eight years using Reunion and I haven’t been tempted to switch. This upgrade makes me feel more enthusiastic than ever!

October 30 x 30 wrap up

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Another 30 x 30 challenge is over! Today marks Day 30. Please share know how it went for you!

I had a great month. I managed to research every day except one. And, according to my spreadsheet, I averaged 30 minutes 12 seconds a day. Some research sessions were longer, some were shorter, but most were around 30 minutes.

My goal for this challenge was to eliminate the backlog of files that had accumulated. I did it! That felt great. However, I discovered other backlog folders that I don’t remember creating. They were filed in individual surname folders. So my backlog is not gone completely. But I did process 77 backlogged documents this month and I downloaded and processed 19 more. That feels very productive and I’m pleased as punch.

I hope to continue with daily research in November, though with the absence of a 30 x 30 challenge it’s less of a sure thing. I’m planning to do another challenge in January.

Your turn: If you participated in the challenge, how did it go? Did the challenge help you get more done? And did you have some fun? I hope so!

The Power of Enough (Zoom presentation)

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You may know from reading this blog that I am passionate about embracing imperfection. My RootsTech talk earlier this year was called “The Imperfect Genealogist.” Each week, I co-host a podcast called Getting to Good Enough with life coach Shannon Wilkinson. It’s all about letting go of perfectionism so you can do more of what you love.

Shannon and I were tickled to be invited by the San Francisco Bay Area chapter of the National Association of Productivity and Organizing Professionals (that’s my professional association as a professional organizer) to do a virtual presentation for their chapter (and anyone else who wants to buy a ticket) on the Power of Enough. Professional organizers are accustomed to talking with clients about identifying when they have enough physical stuff. In this presentation, Shannon and I will be talking about when to know you’ve put enough effort into something.

We embraced our motto “Let it be easy” when we set a couple of parameters before saying yes to the invitation. We requested a very informal presentation: No Powerpoint, no pre-set talking points. Instead, this will be an unrehearsed Zoom conversation where Shannon and I will discuss the power of enough (like we do on our podcast) and then answer questions from the audience.

The presentation will be on Wednesday, November 11, from 6:30 to 8:00 pm Pacific time. (This is the time frame for the chapter meeting; our presentation will take about 60 minutes of it, but I’m not sure which 60 minutes.) It occurs to me that some of you who read this blog might enjoy attending. The fee for those who aren’t NAPO-SFBA members is $30. For more information and to register, visit the event page on the NAPO-SFBA website.

We’re excited to model the power of enough in our presentation (as we do in our podcast)!