Organize Your Family History

Stay focused and happy while exploring your roots

Broaden those search terms

By 4 Comments

For about a year, I’d been trying to find my great grandfather’s half-brother, Wayne Horace Adams (1907-1976), on the 1920 census. His parents had divorced and I could not find Horace or his father, my 2nd great grandfather George Washington Adams, on that census. I knew that 74-year-old George had received custody of 12-year-old Horace in the 1919 divorce. And I knew that George would enter the Home for Disabled Soldiers in 1922. My curiosity about what happened to this teenager was strong.

I searched for him hither and yon, using everything I knew about him in my search terms. I thought I had searched for him with all his half siblings but in September I found him living in Oklahoma with his half brother John Quincy Adams, whom I apparently had missed checking on. That was an exciting find! (Because I was in a library when I found it, my cheers had to be silent, but that didn’t make them less exuberant.)

Once I found Horace on the 1920 census I wondered why he hadn’t come up in my searches on his name. I found the culprit: The enumerator had made a correction making Horace’s  age, which was 12, look like 42. (That’s a close up at the top of this post.) It was indexed as 42 and so he didn’t come up in my searches.

I realized that if I had left out his year of birth in my searches, I would have found him more easily. Lesson learned!

How I process a downloaded document

By 14 Comments

Last March, I wrote a post called My digital workflow that detailed what I do with a document I find on the Internet. (I never print it.) My digital workflow has not changed since then and it’s working out really well for me.

Last weekend, I did a talk at the St. Louis Genealogy Conference about going paperless and in my Powerpoint I included screenshots of the digital workflow and also a summary slide. The attendees asked for copies of the summary slide, so I decided to post it here.

The process is basically the same as my March post but I switched up the steps a little.

The example I used in my talk was my father’s uncle, Jay Ellis Adams (1914-2004). I had found his obituary online at the newspaper’s website. Here’s the workflow:

1. I click Print and, in the printer dialog box, Open in Preview (my Mac’s default pdf reader), which downloads the document to my computer. (If it had been a document at Ancestry, I would have clicked Save, then Save to My Computer.)

2. I immediately rename the file, using my file-naming protocol, which is Date Type of Document-Ancestor Name-Locality. I stick it into my Surnames folder, as a temporary holding place until I file it in step 6. I know that any unfiled documents in the Surnames folder require processing.

 

3. I select a fact from the document, add it to Reunion and create a source citation for it.

 

4. In Reunion, I click the Preview tab in the source record and then click Copy Source. (For the eagle-eyes among you, I originally found a transcript at Genealogy Bank and used that as the source citation. Then I decided to go to the newspaper’s website and download it from there, so I changed the source citation. But I was too lazy to take a new screenshot.)

5. I paste the source citation into the metadata of the source document (the obituary) by Ctrl-clicking on the file and selecting Get Info from the menu that appears, then pasting into the Comments area.

 

6. Then I file the document into my folder structure. My folder structure for collateral relatives is Genealogy/Surnames/Collateral/[Surname]/[Name of Ancestor (YOB-YOD)]. If the document  applies to multiple people, I duplicate it for each person and then drag it into the appropriate folder for each person. But I don’t take the trouble to rename it.

7. The final step is to drag the document into the Multimedia area of the source record in Reunion. This creates a link to the document so that I can open it up inside Reunion, which is very handy.

 

From there, I continue to extract information from the source document and add that it to Reunion. Every piece of information I glean from a single source document uses the same source number, no matter what person it applies to.

Here’s the summary slide:

This is the way I do and it works well for me. Of course, it’s not the only way to do it or perhaps the best way to do it. But I’m hoping you’ll find it useful to see my workflow. I’ve been processing documents this way for almost a year now and it’s working very well.

For more in-depth information on how I organize my own genealogy, check out How I Do It: A Professional Organizer’s Genealogy Workflow, a 37-page downloadable pdf available for $19.99.

Keeping track of my progress

By 16 Comments

Keeping track of genealogy researchThis year, I’ve been focusing on one family line, the Adams line. I’ve been trying to gather as much information as possible not just on my direct-line ancestors (my focus in past years) but also on the siblings of my direct-line ancestors. It’s fun and fulfilling. But it’s also a bit overwhelming because there are so many people I can’t remember all of them.

I keep track of everything in my family-tree software, Reunion. But I also like having an at-a-glance summary of where I stand in my research on each person. Three years ago, I created a progress chart, which had a series of tabs on a spreadsheet in which I marked the documents I had found on each of my direct-line ancestors. That worked pretty well and gave me an at-a-glance summary I craved.

I find myself wanting a similar chart for all my research subjects, including the collateral lines, and I’m struggling with getting my arms around that. Part of my problem, I think, is that I want to be able to see everything at the same time, which is challenging when your family tree’s branches stretch wide.

Here’s what I’ve settled on. I’m creating a single spreadsheet for all the data I’m looking for for each family group (B/M/D, censuses, newspaper, military, wills, land, etc.). In my previous progress chart, I’d had all my direct-line ancestors listed on each sheet, with a separate sheet for each type of data. In this new chart, I have all my data types across the top, with a row for each member of the family group. I have a separate sheet (a tab) for each family group. I decided to start with my parents in the first sheet and work back in time by generation.

I’ve spent a little time with it and I think it’s going to be really helpful. As I started filling it out, I paid attention to how it made me feel and I had two conflicting feelings:

  • Overwhelm because there are so many people to enter into it and so many data types to research
  • Excitement as I realized how many opportunities for research there are

I think the key to making this useful and not overwhelming is putting one family group on each sheet. That narrows the focus and allows me to see what I have and what I can still research. It also helps me avoid feeling overwhelmed.

Having each family group on a separate sheet makes it easier to fill out the chart initially as well. I ordinarily enjoy filling out forms and updating progress charts. But this one was so large it felt like it might turn into a big exercise in tedium. So if I take it one family group at a time, it feels like fun, not drudgery.

I’ll keep you posted. Once I have it in shape where I think it might be useful to others, I’ll blog again and offer to send it to anyone who might want to use it.

If you have a similar chart and/or have any suggestions for mine, please share in the comments. I’m all ears!

Take newspaper information with a grain of salt

By 7 Comments

Just under a month ago, I wrote a post called Using newspapers to fill in the blanks in which I was very enthusiastic about newspapers and the discoveries they might contain. I still am.

A week before that, I wrote a post called Those Eureka! moments, in which I described finding a newspaper article that confirmed that a family I’d been researching was indeed related to me.

Newspaper research can be so fun and rewarding. But here’s a friendly reminder: Just because it’s in the newspaper doesn’t make it true.

Case in point: The article I described in the Eureka post did indeed provide the link I needed, which I have verified. But it also had a wrong cause of death for Mrs. G. W. Adams (Elizabeth Major Adams, 1889-1929). The article says she died of “an attack of influenza…with resulting heart complications.” Her death certificate, by contrast, says she died in childbirth. And cemetery records listing a single grave with “Elizabeth and Baby Adams” substantiate that information.

Why the newspaper said she died of influenza, I don’t know. But it’s a reminder that double checking facts in newspaper articles (or at least taking those facts with a grain of salt) is a good idea.

Join the mailing list!

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.