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Organize Your Family History

Stay focused and happy while exploring your roots

How I store my genealogy data

October 24, 2025 By Janine Adams 17 Comments

I originally wrote this post in 2016 and nine years later I’m amazed how little has changed about how I handle my electronic genealogy data. The only differences are that I’m using a newer version of Reunion, I moved my research notes from Evernote to Apple’s Notes app, and I use Backblaze, rather than CrashPlan Pro. Otherwise this method has stood the test of time and I have no regrets!

reuniononmac90I love organizing my family history research electronically. As I’ve mentioned here many times, I try not to print digital documents and instead store everything electronically where I can have easy access to it.

I don’t think I have been clear when I talk about storing my genealogy data electronically that I’m not talking about storing it as a family tree on Ancestry or Family Search. I’m talking about storing it on my hard drive.

To me, it would be folly to rely on an outside service to store my precious genealogy data. If the only copy of my information was at Ancestry, I would be required to renew my subscription to access my own data. Even storing all my information at a free site like Family Search feels risky to me. It’s conceivable that they could change their terms of service to something unacceptable to me. Or start charging for access. Or simply vanish. Another place that some people store their genealogy documents is Evernote. I think that can be a great way to have easy, searchable access to information. But I wouldn’t store genealogy documents on Evernote that I don’t also have on my hard drive. They could go belly up. (It happened with Springpad.)

I enter all of my data into family-tree software that resides on my laptop’s hard drive. I use Reunion 11, a Mac program. It can sync with the iPhone and iPad using the ReunionTouch app. I haven’t yet installed ReunionTouch because I take my Mac with me on research trips. I like that storing my data on my computer, rather than an online service, is that the information is accessible even when I don’t have an internet connection (if I have my computer with me).

Of course, I back up my hard drive, both on an external hard drive and with an online backup service (CrashPlan Pro). Backing up is critical.

I’m not saying that my way is the right way or the best way. But I’ll share with you my process for storing info, in case you find it helpful or interesting. So far, it’s working well for me.

When I find a sourced piece of information pertinent to my research this is what I do:

  1. Add the information to the appropriate person(s) in Reunion (or add a person if need be).
  2. Cite the source in Reunion.
  3. Download the information (or scan it if I found it in paper form).
  4. Attach an image of the source document to the source citation in Reunion.
  5. File the digital document in that ancestor’s electronic folder on my hard drive, copying it if it applies to more than one ancestor.
  6. Scour the source for further information.
  7. Make a note in Evernote if it sparks potential further research.

So far this feels good to me and I haven’t second guessed it.

How do you store your family tree information?

Filed Under: Challenges, Organizing, Technology Tagged With: electronic files, organizing aids, record keeping, technology

My progress-tracking spreadsheet

August 31, 2025 By Janine Adams 16 Comments

I wrote this post, which is one of the most-read posts on this blog (more than 31,000 views!), way back in 2013. It got a great response, so I thought I’d run it again for newer readers. For me, being able to see at glance which documents I’ve found (or need to find) for my ancestors has been really helpful. I hope you find the post useful!

My memory is not what it used to be. And I’m finding the more family history research I do, the more I’m duplicating effort. In the process of researching one person, another person will pop into my mind. I’ll look for a record for that person, rejoice in finding it, then realize I’d already found it!

So in an effort to avoid that, as well help me in my never-ending quest to not feel overwhelmed about my genealogy research, this past weekend I created a series of progress-tracking spreadsheets. I was inspired by Miriam’s Census Spreadsheet, which is a Google Doc. I’m a Mac user and I used the Numbers program (similar to Excel) to create three spreadsheets (so far) that track progress, by ancestor, on finding the following records:

Sheet 1: BMD

  1. birth records
  2. marriage records
  3. death records
  4. burial records
  5. grave photos

Sheet 2: Censuses

On the first table (pictured above) I have a row for each ancestor (this is a work in progress…I’ve been adding info a generation at a time and up to my great-great grandparents), and a column for each U.S. Census. I fill in the square in blue if that record was found. A grey square indicates the ancestor wasn’t alive for that census. A blank (white) square indicates I still need to find this record. I also have a table of state censuses, so I can note those.

Sheet 3: Military

Here I track what military records I’ve found for each ancestor, by war or conflict. This one’s definitely a work in progress.

Going through this process helped me realize how much census work I’d done and how much more work I had to do to find birth, marriage and death records. I think these charts will help me feel a sense of accomplishment and also help me hone in on work that needs to be done. I’ll keep adding ancestors from Reunion, until I’m caught up, and then plan to keep up with the spreadsheet as I find more records.

Filed Under: My family, Organizing Tagged With: organizing aids, overwhelm, planning, progress log, research, research log, resources

The challenges of downsizing inherited items

May 8, 2025 By Janine Adams 6 Comments

As I mentioned, I moved last summer, downsizing from a 3200-square-foot house to a 1700-square-foot apartment. It’s a spacious apartment but it certainly lacks the storage that our house had. (In addition to 3200 square feet the house had a full unfinished basement.) I let go of a lot in the moving process, but I did move of the family photos I’ve accumulated and never really done anything with. These are photos passed down to me, as well as photos from my lifetime (and my husband’s).

I felt the pain of my limited storage space again this week when I moved some furniture around in my office and took the photo boxes off the bookshelves they were on so I could move the shelves. Before returning them to the shelves, I glanced through the boxes to see if I could consolidate any of them to save space. Nope. There’s a treasure trove in there but it’s going to take some time to go through. I have nine photo boxes of varying sizes to deal with. I need to formulate a plan to do that!

This morning, in the midst of thinking about my photos, I received genealogist Amy Johnson Crow’s email newsletter and was delighted to see that it was all about downsizing and family history. It features a link to the interview she and I did in 2019 for her podcast, Generations Cafe.

The interview touches on some strategies for downsizing your own belongings as well as helping family members downsize, which can be an even larger challenge.

Amy’s email prompted me to see if I had written here before about this interview, and I have. This post from 2022 reminded me how overwhelmed I was by the items I inherited when my father died and when my aunt (his sister) moved to a nursing home, all within the space of a few months in 2022. The fact that I was able to whittle the stuff down before my husband and I moved in June 2024  and now just have nine photos boxes actually makes me feel good.

At the end of the interview, I made a statement that really hit home for me today. I said, “Right now I’m thinking of these photos I need to go through as a chore. But it’s really not a chore, it’s a privilege.” That’s true isn’t it?

It’s more pleasant to go through these treasured photos and ephemera when you’re not under a lot of time pressure. If you have inherited items calling to you for attention, please consider working on them sooner rather than later when you have a better chance of enjoying the process.

Here’s a link to the podcast episode if you’re interested in listening to the interview.

Filed Under: Challenges, Organizing, Preservation Tagged With: amy johnson crow, downsizing, inherited items, keepsakes, overwhelm

Revisit: How I process Newspapers.com articles

April 21, 2025 By Janine Adams 10 Comments

I’ve been looking through my published blog posts for some that might be worthy of repeating. This article from 2020 is one that I thought folks might find helpful. The screenshots may not exactly match how things look currently on Newspapers.com and to be honest I haven’t had a subscription in awhile so I wasn’t able to verify that all the steps are exactly right. But I’m going on faith that it’s up-to-date enough to be helpful to those looking for ideas on including newspaper articles in their genealogy database. When I published it originally, it garnered some valuable comments, so you might want to check the comments on the original version.

I’ve been doing a lot of research on Newspapers.com recently. I downloaded a number of articles about my maternal grandparents, Crawford and Susie (Jeffries) Brown, who lived in Spokane, Washington, from 1936 until their deaths in the 1990s. My mother, Betty Sue Brown Adams, was born in Missouri in 1933, but the family to Spokane when she was three and lived there until she left for college.

The Spokesman-Review, Spokane’s daily paper, is part of Newspapers.com Publisher Extra collection. I did a seven-day free trial with them and when it was over I still I had research I wanted to do, so I signed up for a 30-day subscription for $19.99. (I didn’t want to spend $60 for a six-month subscription.) With the clock ticking, I’ve been downloading articles and also working through my backlog of downloaded articles. In doing so much research on Newspapers.com, I’ve developed a method of downloading and processing the articles that I thought I’d share with you here with some screenshots in case it’s helpful.

As always, I’m sharing what works for me…that doesn’t make it the right way or the best way. And it doesn’t mean I won’t change it up later. But this is what I’m doing now. (Several years ago, I did a screencast of how I process newspaper articles from Genealogy Bank, which was slightly different. If you’re interested, you can check it out here.)

When you find an article on Newspapers.com, you have the option to clip the article so that you find it later on Newspapers.com and others can see it (you can also download, share or save on Ancestry.com by clipping an article), or you can print or save the article. Because I don’t plan to keep my Publisher’s Extra subscription and because I prefer to download everything to my hard drive, I choose to the download the article and also to download the entire page it is on, for context. Here’s what I do:

Once I’ve found an article that I want to save (in this example, it’s a 1943 article about my ten-year-old mother performing in a musical program at a PTA meeting), I click on Print/Save.

Then I click on Select portion of page. (Click on any of these images to make them larger.)

Processing an article from Newspapers.com Step OneThen I outline the article using Newspaper.com’s grab tool and click Save.

Processing an article from Newspapers.com Step One

Once I click Save, I’m given an option of saving it as a jpg or a pdf. When you save as a pdf, the source information is included. I always save a clip as a pdf.

Processing an article from Newspapers.com Step Three

Once I click Save as PDF, the article is downloaded to my hard drive. When I open it, it looks like this:

Processing an article from Newspapers.com Step Four

You can see that Newspapers.com has included the newspaper title, date, and page number of the article, as well as the date it was downloaded and the URL for the image. This is really helpful when I create the source citation in Reunion, the genealogy software I use on my Mac. Notice that I have changed the filename of the article per my file-naming protocol. I always put “clip” in the filename for the clipped articles, since I will also download the entire page using the same filename (minus “clip”). I save the article in my Surnames folder.

Next, I go back to newspapers.com, click on Print/Save again, and this time select Entire Page. Then I’m asked if I want to save it as a jpg or pdf. I always save the whole page, as a jpg. That’s just my personal preference.

Processing an article from Newspapers.com Step FourOnce I click Save as JPG, the page is downloaded and I change the filename to match the clip’s filename (omitting the word “clip.”)

Now it’s time to glean information from the article and add it to Reunion.

I take a fact from the article, enter it into Reunion and create a source citation. In Reunion, I use the template for Newspapers to create my source citations. So here’s what the source record for this article looks like (again, click any image for a larger view):

Processing an article from Newspapers.com Step FiveNote that I have attached both files, the clip and the whole page, as multimedia files in the source citation, by simply dragging them from the Finder. But before I do that, I do one other thing. I click on the little clipboard icon in the Preview pane and I paste the citation into the metadata of the file. Here’s how I do that.

I highlight the two files (article and whole page) in Finder, right (or control) click on them and then select Get Info. That brings up the metadata for those files. I paste the source citation in the Comments field. This is really helpful later on if I want to see which source a particular file is attached to.

Processing an article from Newspapers.com Step Six

Then I drag the files into the source record. After I’ve gleaned all the information from the articles, I file them in my folder structure.

A final note: In this particular example, you might be curious how I entered this tidbit about a musical program in Reunion. Under Residence in the Events tab, I added the date of the newspaper article and Spokane, recording that my mother lived in Spokane on 16 May 1943.  But I took it a little further. This was one of six Spokesman-Review articles I found about my mother performing as a girl. So in the Notes tab I also created a little listing of those performances. Here’s a screenshot:

Processing an article from Newspapers.comI don’t know if it looks complicated laid out like this, but it really isn’t. I pretty easily got into the rhythm of it. The process can get a little tedious, but I think it’s worth the effort to have both the clip and the whole page downloaded. The little nuggets you get from newspaper research can really paint a great picture!

 

Filed Under: Challenges, Genealogy tips, Organizing, Technology Tagged With: Brown, electronic files, genealogy tools, newspaper clippings, newspapers, organizing aids, research, source documentation

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about me

I'm Janine Adams, a professional organizer and a genealogy enthusiast. I love doing family history research, but I find it's very easy for me to get overwhelmed and not know where to turn next. So I'm working hard to stay organized and feel in control as I grow my family tree.

In this blog, I share my discoveries and explorations, along with my organizing challenges (and solutions). I hope by sharing what I learn along the way I'll be able to help you stay focused and have fun while you do your research, too.

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