Organize Your Family History

Stay focused and happy while exploring your roots

Getting started going digital

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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.

Going through my box of inherited items: step two

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In August, I blogged about taking the first step to process a box of inherited items. I’m using the process I learned from Stacy Julian in her terrific RootsTech talk last year (you can read all about it in her blog post How to BEGIN with the BOX). Her process allows you get started on something that can feel very overwhelming.

I promised that when I took step two, I would post about it.

According to Stacy’s methodology, step two (after sorting the contents of the box into categories in step one) is to go through the items in a category and assess the value of each item, then note the needed actions. Here’s the secret sauce of the whole thing: You put the items that you most want to take action on–the most interesting or thrilling or beneficial finds–and put them in an Action file. And you’re allowed to have no more than 10 items in the Action file. Once you have that many items, you stop the assessment process and take action.

I want to take a moment to say how brilliant I think that is. Since you put the best stuff in the Action file and limit the number you can put there, then the Action file pretty much only contains stuff you really want to do. And there’s a built-in trigger (10 items) to get started taking action. Stacy says in her blog post that you should follow your heart and intuition in terms of deciding what goes into the Action file.

So in my efforts, I immediately gravitated to the Written Stuff file, as opposed to the Picture Stuff. That’s just my nature. I found a 50th anniversary card (pictured at the top of this post) from my mother’s brother with a snarky inscription that was so typical of my Uncle Joe. You can click on the image to see it larger, but I’ll tell you that the inscription says, “So you made it to 50 years!! Gene, I admire your tenacity. Happy anniv. Love, Joe”. I scanned the card and sent it to his kids.

Among the Written Stuff were some old newspaper clippings that were fun, though of little genealogical value, including one that shows the new jackets of the Yakima (Washington) High School basketball team circa 1949, with basketball players, including my father, Gene Adams (who is 91!), modeling them. I decided to scan the clipping and email it to my brother (who is a big fan of sports uniforms) and then put it aside to take to my father when I see him later this month.

Here’s that clipping. My dad is second from left.

I just kept going through the stuff, noting the actions and putting some of them in the Action folder. I actually ended up taking action on all the Written Stuff (I don’t think there were even 10 items) because when I started looking at the Picture Stuff I got overwhelmed.

I’m feeling great about the Written Stuff and will systematically start going through the Picture Stuff. Since the photos overwhelm me, I know that I will benefit from using Stacy’s methodology and I know that a timer will be my best friend. I’ll work on it just 10 or 15 minutes at a time. When I get finished, I’ll post again!

 

Going through my box of inherited items: step one

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On November 13, 2020 I wrote these words in a blog post about Stacy Julian’s method for going through a box of family photos, documents and memorabilia.

“When I drove to Walla Walla in September, I took the opportunity to bring home a box of family stuff. It’s not so much documents as photos, but I intend to use Stacy’s framework as I go through it.”

Nine months later, I finally opened that box this past weekend. I was excited to use Stacy’s method, which I had first heard about in her terrific 2020 RootsTech presentation. I decided to go through each of Stacy’s five steps and blog about each step after I finished it.

The first step is to sort the contents of the box into five categories:

  1. Picture Stuff
  2. Written Stuff
  3. Document Stuff
  4. Memorabilia Stuff
  5. Dimensional Stuff

I had an unused Elfa rolling  file cart and I rolled it to my workspace. I used sticky notes to label the folders. Here’s how it looked right before I started sorting:

It took me only 30 minutes to sort the entire contents of the box. As I had expected, the box contained primarily photos. I was able to tell by the handwriting on the back of many of them that at least some of the contents of the box had come from my grandmother, Susie Jeffries Brown, after she passed away in 1999. It was so touching to handle these items and remember my grandmother. (Today is my grandmother’s birthday! She was born 24 Aug 1908.) Some of the photos were framed in paper folders or wood or metal frames and I created a second Picture Stuff folder to contain those.

In addition to photos, there were some newspaper articles, as well as some other written items, including my parents’ wedding vows. (Those went into Written Stuff folder.) There were a few books, including an illustrated edition of Aesop’s Fables that had been given to my grandfather, Crawford Brown (1906-1996) in 1914. It was a Christmas gift from his grandmother, Antoinette Garlock Brown (1855-1922).

There was also a collection of the embroidery pieces I created as a kid and gave to my grandmother. She had framed them and hung them on the wall of the apartment she shared with my grandfather in their retirement home. (How sweet is that?) That’s a photo of one of them at the top of the post. The Elfa file cart has two drawers on the bottom and I ended up using both of them to hold all the dimensional stuff.

I worked hard not to spend a lot of time on individual items. The goal was to simply sort them to make them accessible. And it felt great. I can’t wait to dig in to the individual pieces.

In the next step, I will take a closer look at each document and assess value and usefulness of each item, according to Stacy’s methodology, which is detailed in her post, How to BEGIN with the BOX, on StacyJulian.com. I’ll blog about step two as soon as I finish it!

Here’s my post on step two!

Should you color code your files?

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Let me preface my answer to this question with one statement: You do you.

If color coding is satisfying and sustainable for you, go for it. Color coding (either of paper files or digital ones) can help you quickly identify what you’re looking for. But it comes with a drawback, in my estimation: extra work.

When I first started with genealogy back in 2001 or so, I created a color-coded paper file system. I bought colored folders and color-coded folder labels. I used one color per line (so four colors, one for each grandparent’s surname) and I created folders for each couple, with the folders for each surname and each line filed together.

I wasn’t a professional organizer yet, but I found the color coding satisfying.

That worked nicely before I ended up abandoning my research because I hadn’t sourced things properly. One of the reasons it worked out well is that I hadn’t yet done a lot of research so I didn’t have a lot of files. (That’s a picture of my file cart from back in the day above.)

When I came back to genealogy a decade later, I slowly transitioned from paper to digital files. And I didn’t bother using colored dots or any other type of electronic color-coding because I didn’t need to. Instead, I created a digital folder structure and a file-naming protocol that meant that I don’t have any trouble finding any of my digital files. I had to train myself to rename my files immediately after downloading them and to file them properly as soon as I processed them. That’s a solid habit now and easy as pie. Color coding would have been an additional, unnecessary step.

Once I started working as a professional organizer, I discouraged most clients from using color-coded files for fear that they wouldn’t have the right color handy when they needed to file. When that happened, they couldn’t file and piles would form.

In my view, if color coding impedes your ability to actually file, it’s not worth it. But if you love color coding and it works well for you, go for it.

If you’re interested in learning more about my folder structure and file system, check out my Orderly Roots Guide, How I Do It: A Professional Organizer’s Genealogy Workflow.