Organize Your Family History

Stay focused and happy while exploring your roots

The value of transcribing

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The value of transcribing documentsWhen I took Julie Miller‘s class at the NGS conference, Anatomy of a Military Pension, I felt inspired and motivated. I went home that night and ordered the pension files from my three Union soldier ancestors. I took her advice on how to process the files. Starting with the first one that arrived (for my 3d great grandfather, Richard Anderson Jeffries, 1823-1914), I put the papers in the file in chronological order, created citations for each of the 26 documents, scanned the documents into one file and am now in the process of transcribing them.

When Julie told us to transcribe the documents, I remember thinking that sounded like way too much work. I had trouble picturing myself taking the time to do it. But Julie urged us not to skip that step. She said that when we transcribe, we learn things we would learn no other way. So I decided to take her advice. I’m now in the middle of transcribing this pension file. (I’m on document 19 of 26.) It’s what I’ve been doing daily in my 30 x 30 challenge–I find that it takes about 30 minutes to transcribe one document.

I am so glad I’m making effort! Reading and typing the documents word for word means that I’m not just skimming; I’m digesting what the documents say. I’m memorizing important dates and items that appear on every form. (He fought in Co. D, 18th Regiment, Missouri Infantry Volunteers–those words came out of my memory.)

I’ve learned things that I never would have noticed in a simple reading of the file. For example, his first (unfortunately unsuccessful) pension lawyer was a woman. In 1886! It’s also allowed me to really get to know this ancestor. He was a smallish man, 5 feet 8 inches, with dark hair and complexion and blue eyes. I’ve read and internalized in exquisite detail his physical ailments as he’s aged. Each application for an increase in pension is accompanied by a doctor’s report, some of which are quite personal in nature.

The next step, once I’ve finished transcribing, will be abstracting the data and entering it into my Reunion software. The pension file has been really helpful, revealing heretofore unknown-to-me between-census information, like the fact that he lived in the state of Washington for part of the first decade of the 20th century before moving back to Missouri. (Maybe some day I’ll find out how he traveled to and from Washington.)

I have two more ancestors’ files to process–one of them, for G.W. Adams, 1845-1938,  has over 100 individual documents (as opposed to the 26 of R.A. Jeffries). It’s going to take me awhile. But, as I know already, there is gold to mine from these amazing pieces of history. And I know that going to the trouble to transcribe will help me mine it even better.

Time-management wisdom from Joshua Taylor

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djoshuataylorcropI’m a professional organizer and I routinely give time-management advice to my clients who want it. But, as regular readers of this blog know, managing my genealogy research time is a work in progress for me. I struggle with staying focused, knowing what to work on and combating overwhelm.

That changed a little on Saturday. I was fortunate to be in the audience at the Genealogy Society of Southern Illinois’s annual conference. The speaker was D. Joshua Taylor, professional genealogist and truly organized person. Joshua has been doing genealogy research since he was 10 years old and had his first professional clients while he was in high school. He is the president of the Federation of Genealogical Societies and the director of family history for FindMyPast.com. He is paid to do genealogy research for others, but he still works on his own genealogy research on a regular basis.

Joshua gave four talks at the GSSI conference, all of them terrific. He’s clearly a very thorough researcher; I was very impressed with the tenacity that came through in his talks. He leaves no stone unturned in his research.

While all four talks were really valuable, one talk that really blew me away. It was The Modern Genealogist: Timesaving Tips for Every Researcher, in which he outlined how he stays happy and focused while exploring his roots. Here were my big takeaways:

  • He works on only 1 to 3 projects/problems at a time, along 3 to 5 extended projects (brick walls).
  • If he comes across something else he wants to check out, he just adds it to his project list to work on in the future. (The discipline of that amazes me.)
  • For each research project, he sets a manageable goal and commits to a finished product, putting the research into some sort of meaningful form. I love that he knows what success looks like, in advance.
  • He plans each research session before he starts.
  • He writes a mini-research report for each research session, even when he’s doing it for his own research.
  • He reviews his research log every month or two to see what he’s missed and what he can apply to other families.

One benefit to working on just a few projects at a time, he said, is that you have a fighting chance of completing them. “I would rather leave behind 3 to 5 completed projects than 50 started, but not completed, projects,” he said. I was impressed that such a young man (I think he’s about 30, if that) thinks about his legacy–that’s probably a byproduct of being a genealogist, isn’t it?

When I got home from the conference, I immediately identified the three projects I’m allowing myself to focus on at this time. It’s been absolutely liberating–I don’t have to try to figure out what to work, which makes it much easier to get started. I will keep you posted how this all plays out, but I’m feeling very good about following Joshua’s excellent advice.

One other mind-blowing revelation at the conference was that Joshua and I are cousins. I’m going to repeat that, because it’s so amazing. Joshua and I are cousins. Our common ancestors are my third great grandparents, Joseph Price (1820-1904) and Mary Puffenbarger (1823-1896). (It’s Mary’s grave that I used aluminum foil to read in my blog post Reading hard-to-read gravestones.) How did I discover that? Like many good genealogy lecturers, Joshua used his own research in examples. In his very first talk of the day, he mentioned Joseph and Mary, much to my excitement. Joseph Price is one of Joshua’s brick walls, so it’s conceivable that I might, at some point, be able to give him a hand. That would be a dream come true!

Gravestones can contain errors

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gravestones can be inaccurateI know this isn’t news to most of you, but the fact that gravestones can contain errors was brought home to me after my mother passed away last month. As I posted at the time, her obituary contained an error, even though I (a professional writer) had written it myself.

Somehow I felt that more care was given to the accuracy of gravestones, since they are, literally, engraved in stone. But I learned otherwise when my father and I went to the cemetery office to make arrangements. The office worker handed me a printout of what the grave marker would look like (it’s the covering for the niche in which her cremated remains were placed) and my mother’s birth date was wrong. She was born May 2, 1933 and the marker proof said May 5, 1933.

I caught it handily and made the correction. And of course it was simple human error. But what if I hadn’t been there and my grieving father hadn’t caught it? The gravestone would have been wrong. I wonder how many times that has happened in generations gone by. I would imagine our ancestors didn’t have the benefit of seeing proofs.

The experience has led me to take less stock in the “proof” that I had thought a gravemarker provided. It’s simply another secondary source that needs to be verified through other means.

It’s a great reminder of why it’s important to have multiple sources for any facts we track down.

An embarrassment of riches

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bambooforestOne of my tendencies when it comes to my genealogy research is to get overwhelmed and then paralyzed. I’ve worked hard to avoid the “Where do I start?” question that used to prevent me from getting to work.

My feelings of overwhelm have taken on a new quality of late. I went to two excellent genealogy conferences (the National Genealogical Society conference and the Southern California Genealogical Society’s Jamboree) within in one month one another recently and I learned about so many amazing resources to pursue that I don’t know which way to turn.

On top of that, I took action after the first day of the NGS conference and ordered Civil War pension files for three of my Union soldier ancestors and now have literally 300 pages of documents to go through. (That’s exciting but overwhelming!)

It’s an embarrassment of riches. I feel like there are so many good things to pursue, I don’t know how to choose. (On my other organizing blog, I’ve written about how challenging I find it to have too many choices.)

Doing nothing because I have too many choices is clearly not a good option. So I need to figure out how to narrow things down.

When I was at the two conferences, I used my mobile devices to add genealogy tasks to my Things task-management app.  But just looking at that list has become overwhelming.

So here’s what I’ve decided to do:

  • Sort the tasks by surname
  • Remind myself of my quarterly goals
  • Prioritize the tasks so that I can see the Rasco ones easily, since the new quarter starts tomorrow (and I’ll therefore be shifting my focus to the Rasco family)
  • Give myself permission to work on pension records even though they’re not Rasco-related, so that I can work on properly processing them, a little at a time

Just giving myself a plan of action has made me feel less overwhelmed. Assigning surnames to the tasks so I can isolate one family has limited the options and made me feel more calm.

I think I’m going to create a separate “Opportunities” list that I’ll populate with the various resources I want to explore so that I can get inspired without having the distraction of including those resources in my genealogy task list.

Genealogy is such a journey of discovery. Sometimes I feel surrounded by data and learning opportunities and I can’t see where I’m going. Creating a clear path to follow will help me stay focused and happy while I explore my roots.

Photo by Stale Grut via Unsplash.