Organize Your Family History

Stay focused and happy while exploring your roots

How far on the branches do you go?

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Five years ago, I blogged about my quandary over whether to research my collateral lines, rather than focusing on my direct-line ancestors. That I even hesitated to explore collateral lines amazes me because the benefits are now obvious. These collateral lines provide valuable clues. They help verify that the person I’m researching is my person. My family tree is very obviously not complete without them.

Two years ago, I blogged that was rededicating myself to the task of adding siblings; that is, I going back to the censuses or other information I’d downloaded previously and filling in the blanks.

Now I have a new quandary on the other side of the spectrum: Should I limit my research when it comes to the collateral lines? In 2017 and so far in 2018 I’ve focused my research on my Adams line, barely even looking at the other three lines. In doing so, I’ve been able to really explore the collateral lines without feeling any pressure to return to my direct-line ancestors. It’s been really rewarding and fun.

This has added a little complexity in terms of organizing, but nothing I can’t handle. A year ago, I simply had a Collateral subfolder in my Surnames folder with all the source documents I’d downloaded for collateral relatives mixed together–I didn’t have enough to merit subfolders. But when the number of documents started to grow, I created subfolders for the surnames and the individuals, like I do with my direct-line ancestors, except that they fall under the Collateral folder. So the path looks like this:

Genealogy/Surnames/Collateral/[Surname]/[Name of Ancestor (YOB-YOD)]/Document name

I just checked. I have 419 documents in the Collateral folder.

I’m going to the library this afternoon, where I can access certain documents on Family Search that I can’t access at home, because the library is affiliated with the Family History Library. As I was creating the list of look ups in Evernote I realized that they’re for ancestors that are a bit far afield:

  • A marriage document for my 2nd great grandfather’s stepdaughter
  • A marriage document for my great grandfather’s half-brother’s wife’s parents

So I’m wondering whether I should ratchet things back closer to my direct-line ancestors or just continue happily exploring the folks who cross my path.

I thought I’d turn to you and ask. Do you limit who you research, or do you research anyone who is somehow related to you?

Photo by Anders Sandberg via Flickr. Used under Creative Commons License.

Blue and gray reunion

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This doesn’t have anything to do with organizing, but I wanted to share information from a newspaper article I found last year that mentions my great great grandfather, George Washington Adams. The event described in it blew me away.

The article, headlined “Blue and Gray Reunion,” appeared in the Courier-Journal of Louisville, Kentucky, on September 26, 1897, 32 years after the end of the Civil War. It describes a gathering near Calhoun, Kentucky, of Civil War veterans from both side, attended by 1500 people. They came from near and far.

“Thirty-two sheep were barbecued and other provisions served in proportion. The exercises of the day were of a purely patriotic and fraternal character,” the article states. My second great grandfather, George Washington Adams, headed the Union veterans, while Capt. Henry Ballantyne headed the Confederate veterans.

I’m visiting my father and when I was updating him on his ancestors and told him about this event, it gave me pause to envision it. I was so impressed that such an event would happen; I imagine it wasn’t the only event of its kind. That veterans who had fought against one another could come together three decades later for a giant barbecue fills me with awe.

The story concludes, “The day passed without an unpleasant incident of any kind.” Impressive.

Have you come across newspaper accounts in your genealogy research that blew you away?

Broaden those search terms

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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

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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.