Organize Your Family History

Stay focused and happy while exploring your roots

Going to RootsTech? Here’s your survival guide

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RootsTech 2019–the giant genealogy conference in Salt Lake City sponsored by Family Search–is just around the corner, February 27 to March 2. Alas, I’m not attending this year. I’ve decided to spend those dollars on a research trip instead.

I’ve attended four RootsTech conferences (2014, 2015, 2017 and 2018) and even spoke at the 2017 conference. I really enjoy RootsTech because of the great keynote speeches and classes and the opportunity to learn about new services and products in the Expo. I also like meeting up with blog readers and doing research at the Family History Library while I’m in Salt Lake.

So, yes, I really like RootsTech, but I admit that it is exhausting. Last year there were some 17,000 attendees and there were some really long lines. I’m not much for crowds, so I have to be sure and schedule down time during the conference.

The folks who organize RootsTech have created a Survival Guide to RootsTech 2019. If you’re going, I encourage you to check it out. Here are a few things you can do now to make the conference easier once you’re there:

  • Download the RootsTech app (or update it if it’s already on your phone from a previous year)
  • Select the classes you think you’ll want to take
  • Watch the Road to RootsTech video series, which shows behind-the-scenes peek at the planning for the event. I admire their transparency. In episode 1 they addressed the complaints about lines at the 2018 conference and how they’re addressing that problem in 2019. (No more badge scanning!)

I’m sure I’ll have serious FOMO (Fear of Missing Out) this year as I look at social media during the conference, but some of the conference will be available to those of us who aren’t there.

  • Free Live Stream. Each day of the conference five or six sessions will be streamed live, free of charge.  You can view the Streaming Schedule in advance and then on the day just go to rootstech.org to watch.
  • This year, they’re offering a Virtual Pass for $129 that gives you access to 18 classes for a full year after the conference, starting 10-15 days after it ends. (If you’re attending RootsTech in person, you can buy the Virtual Pass as an add on to your conference registration for $79.)

If you’re going, I hope you have an amazing time. It sounds like the organizers are working hard to make the conference less overwhelming and less exhausting, which is fantastic.

I’m sorry I won’t get a chance to meet any readers of this blog at RootsTech, but I will be attending the NGS conference May 8 to 11 in St. Charles, Missouri. So perhaps we can meet there!

Taking a brief detour from digital to paper

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Earlier this week I couldn’t put my hands on a tax document I needed. (It’s nice to know that professional organizers have these problems too, right?) I tore apart my office looking for it (not a pretty sight). And in doing so I discovered a whole bunch of unfiled papers related to genealogy. What? I’m supposed to be all about digital genealogy. Where’d all this paper come from?

I put all the papers together in a container. (That’s a picture of it at the top of this post.) They appear to be categorized in some way. At least I think they are, because they’re in five separate plastic file sleeves, plus a few loose papers.

I also gathered together all my unread genealogy publications. I have a backlog of issues of the National Genealogical Society Quarterly, NGS Magazine and the Missouri State Genealogical Association Journal. I have a bad habit of putting these publications aside when they arrive in the mail. But I know that at the very least reading case studies can be useful, so I’d like to dig into them.

I have no idea what treasures or clues might be hiding among all that paper. So I’ve decided to focus on the paper until it’s gone. Starting today. Here’s my plan:

  • Review the loose paper first, spending 30 minutes a day processing it until it’s gone. That might mean discarding or scanning and processing like I do other documents I find online. Or it might mean simply reading and taking notes (in Evernote). Or it might be a simple case of not needing the paper any more. (I’m hoping for some no-brainer recycling in there.) In any case, my intention is to discard the paper after it’s digested. I’ll feel successful when all the paper is gone.
  • Once the papers have been dealt with. I’ll turn my attention to the journals. Again, I’ll spend 30 minutes a day. I imagine I’ll take notes in Evernote. And I won’t be too surprised if I end up keeping the publications on a bookshelf (but we’ll see).

Does anyone want to join me on dealing with a paper backlog in February?

 

How They Do It: Lisa Alzo

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It’s back! I’ve  turned my attention back to my How They Do It series and and delighted to present this interview with Lisa Alzo. Lisa is a genealogy writer, lecturer and researcher who is very popular on the genealogy speakers’ circuit–I’ve had the pleasure of hearing her speak on several occasions. Among the many topics Lisa writes and speaks about is organizing genealogy research, so naturally I’ve been drawn to her! Lisa is a specialist in eastern European genealogy and is the author of ten books, including The Family Tree Polish, Czech & Slovak Genealogy Guide and Baba’s Kitchen: Slovak and Rusyn Family Recipes and Traditions, 2nd edition. She’s also written numerous articles for genealogy magazines.

How They Do It - Lisa AlzoHow They Do It: Lisa Also

How long have you been doing genealogy? 

30 years

What’s your favorite thing about being a genealogist?

No matter how long you have been researching, or how many ancestors you have found, there is always someone or something new to discover.

What’s your biggest challenge when it comes to organizing your genealogy?

Filing papers/documents. I am trying to move into a more paperless system.

What is your favorite technology tool for genealogy?

Tie: Trello for organizing ideas and projects and Scrivener for writing family stories.

If you were starting out new as a genealogist what would you do differently?

Not start with a female ancestor (I began researching my maternal grandmother) because females are more challenging to trace.

Do you keep a research log? If so, what format?

Yes. I use an Excel spreadsheet.

How do you keep track of clues or ideas for further research?

I create research boards in Trello.

How do you go about sharing your personal research with cousins or other interested parties?

Through my articles and I wrote a book about my family, Three Slovak Women. I write the blog called The Accidental Genealogist (started in 2006).

What’s the most important thing you do to prepare for a research trip?

I use Finding Aids whenever available to learn what materials are available at a library or repository and the procedures for access.

What’s your biggest piece of advice to genealogists in terms of organizing their research?

Break the tasks into smaller, more manageable pieces and find a system that works for you and stick with it.

Do you have a dedicated space in your home for doing genealogy research? What’s it like?

I have a home office because I am self-employed. But, because I travel so much to speak at conferences I often do a lot of my research on my MacBook Air – so my space is really my computer.

Do you have anything to add?

Genealogy is one part skill, one part persistence and one part serendipity. My genealogy motto is: Be serious about your research, but have fun doing it!

I absolutely love that genealogy motto! And I’m intrigued with her use of Trello, which I’m using more and more. Thank you, Lisa, for taking the time to share your insights. You can learn more about Lisa and her work at her website, LisaAlzo.com. Be sure and check out her blog, The Accidental Genealogist as well!

Florida State Genealogical Society announces its free webinars

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Here’s another great resource for genealogists. The Florida State Genealogical Society has announced the lineup for its upcoming “Poolside Chat” monthly webinar series. The webinars are available live free of charge to non-members. FSGS members are able to download the handouts as well as view archived webinars. An individual membership to FSGS costs just $25 a year. I think FSGS is making an amazing contribution to the genealogy community through this series, which they’ve been presenting for some years.

I was excited when I saw the line up to see that Julie Potter Miller is speaking on the Anatomy of a Civil War Pension File. I took her class at the 2015 NGS conference and it inspired me to immediately order my three Union veteran ancestors’ pension files from the National Archives and it helped me figure out what the heck to do with them. Julie’s webinar will be on July 18.

Other topics and presenters include J. Mark Lowe on early census records, Bob Inhoff on organizing genealogy records using OneNote, and Victor Dunn on scrutinizing evidence. Go to this page to see the line up. They still have a few webinars to schedule.

I’m not sure I have the availability required for live viewing, so I think I might pop for the $25 membership to allow me to watch on my schedule (and get the handouts).

I’m very excited by this learning opportunity. Thank you FSGS!

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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.