Organize Your Family History

Stay focused and happy while exploring your roots

Quick Tip #39: Gather up your learning resources

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Here’s the next in my occasional series of bite-size Quick Tips. Click on the Quick Tips tag for my other Quick Tips. Because I tend to write longer posts, I wanted to provide a quick-to-read (and quick-to-write) post every now and then on a small topic that pops into my head. This one will help you take advantage of the learning resources you’ve downloaded. 

Gather up your learning resources

If you’re like me, you have learning resources scattered all over your hard drive. They’re so easy to acquire that they’re also easy to forget about. But you have a fighting chance of actually benefiting from them if you take the necessary time to gather up these educational materials (classes, handouts, guides, etc). A folder on your hard drive coupled with a checklist can help you stay on top of the the materials that you have acquired. Alternatively, you can store them in the cloud or in an app like Evernote. Wherever they are, the key is to put them together and schedule time to learn!

Photo by Sam Dan Truong on Unsplash

Keeping genealogy goals attainable

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I’m a big goal setter. Am I a big goal achiever? Not so much when it comes to genealogy goals. Every year I set them (and blog about them) and then I never look at them again. This year, I created a vision board (we recorded a podcast episode about that) and “Little and Often” is part of my vision board, to remind me to work on genealogy frequently.

So this year, in an effort to actually remember and attain my genealogy goals I am making them very simple. Here they are:

  • Research little and often
  • Take one genealogy webinar or class a week
  • Have no documents in my backlog on the last day of every month

Those goals feel attainable and easy to remember. I am going to have a 30 x 30 challenge for the month of January, which will help me stick with the little and often part of it. (Watch for a post about that next week.)

How about you? Do you set genealogy goals? If so, do you achieve them?

 

What to give the genealogist on your list?

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As a professional organizer, I see over and over again how difficult it is for people to let go of items they were given as a gift, even if those items no longer serve them. This observation has changed the way I give gifts. As I’ve written repeatedly on my organizing blog, I think it’s much kinder to give a gift that doesn’t have a chance to turn into clutter.

Luckily there are many non-tangible gifts that won’t turn into clutter. And if you have a genealogist on your holiday gift list especially easy, since there are so many fun, clutter-free gifts available, even at the last minute. I’ve updated the list I published last year, I hope you find it helpful. Here are my ideas:

  • A subscription to an online service, like Ancestry, Fold3 or MyHeritage
  • A membership in a local society (even if it’s not local to your gift recipient) that offers webinars, like the Florida State Genealogical Society or the Southern California Genealogy Society (among many others). Access to the webinar archives is an amazing, inexpensive gift.
  • A gift certificate to work with a professional genealogist
  • A photo consultation with Maureen Taylor, photo detective
  • My Orderly Roots Bundle (you could download it for them and email it, or contact me after you pay for it for a special code they can use to download it themselves)
  • Your help with their genealogy (maybe offer to spend a couple of hours on one of their brick walls)
  • Your help decluttering or organizing their research space
  • A trip together to a cemetery or research library
  • Registration for a genealogy conference
  • A date to attend the 2023 RootsTech conference together virtually or in person!

As much as I love clutter-free gifts, I do have a suggestion of a physical gift for the genealogist in your life who wears necklaces. It’s the family tree necklace from Lisa Leonard Designs, which you can have made with your own surnames. I adore the one I gave myself back in 2014.

Photo by Lore Schodts on Unsplash.

How do I start going digital?

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A year ago, I posted this article under the name Getting Started Going Digital. I think it’s an important topic, so I decided to run it again today. If you find this topic engaging, I encourage you to click on the link for the original article and look at the comments–reader Marian added interesting insights on approaching an overwhelming pile of papers.

If you’ve been pondering transitioning to digital organization of your genealogy records, you may be stymied about how to get started. It can feel overwhelming and perfectionism might be paralyzing you.

If you’ve been reading this blog for awhile, you know that I’m almost completely paperless in my genealogy research. I started out printing and filing everything but transitioned over a few years to digital. I didn’t make a decision to go paperless on a certain date. Rather, once I had a trustworthy digital folder structure and file-naming protocol in place, I didn’t feel like I needed to print anything out. I’m lucky, in a way. I came to this after just a couple of years of serious research. So I didn’t have a huge backlog to contend with.

I get a good number of questions from folks who have been researching for years and have a whole of lot paper to show for it. They want to go digital but don’t know where to start digitizing their research. If that’s something you think about, here’s a post designed to help you get started.

Here’s what I recommend as the first steps to organizing your genealogy research digitally.

  1. Create a folder structure and a file-naming protocol. This is critical so you easily find your documents. I describe my folder structure and file-naming protocol in step six of this blog post.
  2. From this point forward, stop printing and start downloading documents you find online, using your new folder structure and file-naming protocol. If you start now, you’ll familiarize yourself with your the new file system and you won’t add to your backlog of documents to be scanned and filed.
  3. Start scanning, renaming and filing your paper documents. What I did was go through my paper file folders, which were organized by couple, one by one, evaluating each piece of paper and scanning documents any that I didn’t already have in electronic form. I blogged about it in a post called Marrying my electronic and paper files. This may sound tedious, but I urge you to think about this as an opportunity to check your research. Looking at each paper, you may come across evidence that you overlooked when you first filed those papers. Here’s the good news: you don’t have to take a vacation to get it done. You can do it little by little, person by person or couple by couple (depending on how your paper documents are organized).
  4. Recycle or shred paper after you scan it. I see no reason to hang onto the paper files you have scanned, unless they have some historical value. For example, after I carefully scanned it, I kept the epic handwritten letter my grandfather wrote my grandmother before they married.
  5. If you find yourself pulling a paper document out of your files to help you in your current research, go ahead and scan and file it electronically. Then toss the paper.
  6. It should go without saying, but I’ll say it anyway. If you’re organizing your genealogy research digitally it’s imperative that you have a routine in place for backing up your hard drive. (Look no further than my recent experience of my backup saving my bacon when my computer died without warning.) It’s a good idea to have more than one back up.

This process reminds me of that age-old question: “How do you eat an elephant?” One bite at a time. Once you get your folder structure and file-naming protocol set up, you just take it paper by paper. Acknowledge that it will take awhile. Recognize the value of going through your old papers. And keep your eye on the prize: An easily accessible, readable and sharable archive of your genealogy records.

For detailed information on the digital organizing system I created for my research, check out my 2021 Orderly Roots Guide, How I Do It: A Professional Organizer’s Genealogy Workflow. 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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