Organize Your Family History

Stay focused and happy while exploring your roots

Do you use Ancestry Academy?

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Ancestry has always been my go-to resource for genealogy research. I think I’ve had a subscription for more than a decade and, for me, the annual subscription fee (currently $189) is well worth it.

When I first subscribed, I explored the courses at Ancestry Academy but wasn’t willing to pay extra to take the classes. But earlier this year I learned that the Ancestry Academy courses are now included in the subscription.

It took me awhile but today, I finally checked it out. I was really impressed with the variety of topics addressed in these video lessons, as well as the variety of lengths. You can watch a five-minute video or take a one-hour video lesson (or something in between).

I’m curious whether any of my readers have tried it and what you thought! If you have any particular classes you thought were great, I’d love to hear about them!

Just say no to “should”

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It’s natural to ask about questions about organizing (your genealogy or anything else) that start with the word “should.” Should I organize my documents this way or that way? Should I store things here or there? Should I focus on this or that?

When I try to answer a question that starts with should, the answer is almost always, “It depends.” Because it’s all about what will work for you.

I encourage my clients (and anyone else who will listen to me) to let go of the word should. And to also let go of asking questions that start with, “What’s the right way to…” or What’s the best way to….”

Because here’s the thing: I can’t tell you what you should do. Only you know what’s right for you. It can be much more beneficial to think in terms of what you’d like to do, or what you think will work best for you, rather than what you should do. Especially when it comes to organizing your genealogy research, the thing you should do (in my opinion) is the thing that works well for you and that you can keep up.

For example:

  • Maybe you’ve always heard that you should store your paper documents in binders, but you have trouble keeping up with that. Let go of that should and consider using file folders or scanning your documents.
  • Maybe you think you should print every document for the sake of posterity but you’re overrun with unfiled paper. You can let go of that should, particularly if your electronic documents are already organized.
  • Conversely, maybe you’ve heard you should scan every bit of paper and store files electronically, but you’re overwhelmed by the prospect. Bye bye, should. You can let your paper files be sufficient. Or just start storing new files electronically and leaving your papers unscanned.
  • Maybe you’re told you should keep a research log, but you just can’t get yourself to do it. A research log can be hugely beneficial. But don’t beat yourself up if you don’t have one just because you think you should.

In other words, set yourself up for success and do what works for you. Decide what your priorities are (accessibility for you, accessibility for others, ease of use, etc.) and focus your organizing systems on those priorities. Don’t do something just because someone told you you should if it doesn’t seem like it will work for you.

All that said, there are some genealogy shoulds that I think you should pay attention to:

  • You should cite your sources so you can find them again and know where your facts came from (but you don’t have to cite them perfectly if that’s getting in the way of citing them at all).
  • You should back up your electronic data in case of a crash. (I use an external hard drive and automated cloud storage.)

Genealogy is supposed to be fun. Don’t let the shoulds drag you down. Make your own choices and own them. And keep yourself open to new ways of doing things. (See what I did there? I told you all sorts of things I think you should do, without using that word. Take what works for you and let go of the rest.)

[I initially published this post on May 17, 2016 with a different title. I came across it on my blog recently and liked the message so much I wanted to share it again for newer readers.]

NARA 2018 Virtual Genealogy Fair is tomorrow!

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I almost missed telling you about the 2018 Virtual Genealogy Fair offered (free of charge) by the National Archives. It’s tomorrow, October 24. This is the sixth year for the conference, offered by webcast. It’s a wonderful resource.

You can read the lineup, with detailed descriptions of the sessions and links to handouts, here. Detailed descriptions of the sessions are posted here, which is also where handouts will be posted when they’re available. (Classes are marked either Beginner” or “Experienced.”) There will be six one-hour sessions, bookended by opening and closing remarks. The even starts at 10 am eastern and ends at 4.

I’m busy with a client tomorrow, so I was thrilled to read that I don’t have to watch live. The webcast will be available on YouTube to watch later. You don’t have to register.

Special thanks to my cousin, Jerry Brown, who alerted me to this year’s conference. It had flown beneath my radar this year.

Full transparency: Getting rid of my backlog

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As I mentioned in my Searcher vs researcher post at the end of August, I was overwhelmed by the documents I had downloaded over the past few months and not processed. I knew there was information in those documents that I needed to analyze and add to my Reunion software. Letting them languish without analysis was not smart. And it was stressing me out.

So I vowed not to search for new information until I’d processed all those documents. There were 103 of them, including 30 loose documents; 49 documents in a Montana folder (most of them newspaper articles) about my father’s uncle, Harry Adams (1895-1977), who was a legendary coach at the University of Montana; and 24 19th-century deeds for my Adams ancestors.

I worked diligently on this backlog. Every research session was devoted to it. I loved the focus that this project gave me. I wasn’t able to completely stop searching, but I did process any documents I downloaded in the same session in which I downloaded them, so I didn’t add to my backlog. To keep me going, I kept a spreadsheet of my progress.

I was out of town visiting my father the last week of September and didn’t do any document processing (except on my plane rides) but I started up when I returned. On October 2, I declared the project finished! But here’s a big caveat: I didn’t process the deeds. I couldn’t face them, because they need transcription and I just wasn’t up to tedium of that task. I’ve shifted my research focus from the Adams family to the Rasco family and so I gave myself permission to let those deeds lie dormant in my Adams surname folder until I start researching Adams line again.

So I ended up processing 79 documents in this burst. I feel good about this decision and about this whole project. It’s great to have that backlog virtually eliminated. I’m newly dedicated to not letting it build up again–I’m cognizant of the fact that I need stop searching and start processing well before the end of a research session so that I stay on top of these documents.

For the most part, when I came up with new research possibilities while processing my backlog, I made a note in one of my follow-up notebooks (I have follow-up notebooks, organized by surname in Evernote) and now I’m exploring those possibilities, focusing on the Rascos, which has been fun.

Staying focused in my research is a something I deal with constantly. Finishing this project makes me feel more focused and on top of my research. That’s a great feeling!