Organize Your Family History

Stay focused and happy while exploring your roots

Coming next week: New Orderly Roots Guide!

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I am very excited to announce that I’m putting the finishing touches on my new Orderly Roots Guide, How I Do It: A Professional Organizer’s Genealogy Workflow and it will be released next week! This guide details how I organize my own genealogy research, step by step.

At 37 pages, the new guide is more than three times as long as the other three and it allows me space to go into the kind of detail I can’t get into on the blog. If you’re a regular reader, you know that I organize my research in a digital format and that I use Reunion as my genealogy software. I’ve included a lot of screen shots. I’m hoping that you will find the new guide helpful!

If you’re not on my Mailing List, I encourage you to sign up. Starting May 4, I’ll be sending out a series of emails that will include limited-time discount codes to buy the new guide individually or, at a bigger discount, the bundle of all four Orderly Roots Guides.

This guide has been a long time coming; I hate to admit how long it’s been on my task list. I finally had to let go of perfectionism and decide it was finished. I’m excited about the final product!

Photo by Huma Kabakci on Unsplash.

How They Do It: Amie Bowser Tennant

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I am delighted to present a new interview in my How They Do It Series. I bet a number of you are familiar with Amie Bowser Tennant, The Genealogy Reporter, who brings us genealogy news, education and inspiration. Amie is a research genealogist and national speaker and, in addition to keeping her own blog, she is a blogger for FamilySearch. I’ve enjoyed hearing her speak at conferences and am so happy when she agreed to do this interview. Enjoy!

How They Do It: Amie Bowser Tennant

How long have you been doing genealogy?

I have been doing genealogy for 22 years. It started out as a passion to scrapbook, but when I realized how many pictures my parents had of people they didn’t know, I started investigating the family. That is how I got hooked!

What’s your favorite thing about being a genealogist?

Wow…my favorite thing about genealogy? There are so many! I guess when I find a document that no one else had been able to find.

What’s your biggest challenge when it comes to organizing your genealogy?

My biggest challenge to organizing my genealogy is getting ahead of myself. In other words, working on too many projects at once and not organizing as I go. I have everything I need print out documents, label them with a citation, file them in a folder or binder, and save them on the computer and on the cloud, and I still get excited and forget to print something or cite something from time to time!

What is your favorite technology tool for genealogy?

My favorite tech tool for genealogy is my smartphone with a camera! I don’t have to make Xerox copies anymore and it has made a world of difference to the quality of the images I can get while visiting a research center on site.

If you were starting out new as a genealogist what would you do differently?

If I were starting out as a new genealogist, I wouldn’t necessarily do anything different than what I did. The best thing I did was to take the National Genealogical Society American genealogy at-home course. It set a great foundation.

Do you keep a research log? If so, what format?

Yes, I keep a research log in Microsoft Excel usually. Across the top, I have the research question in bold. Then, each column gets a heading: Item Viewed, Date Viewed, What was looked for, What was found, URL link, Source Citation. I save this on Google Drive so I have it accessible anywhere I am doing research.

How do you keep track of clues or ideas for further research?

Lots of highlighters on document copies and my notebooks and I use colored sticky tabs to mark things in books or notebooks that I need to come back to.

How do you go about sharing your personal research with cousins or other interested parties?

I rarely share my personal research with other genealogy minded people. Not because I don’t want to, but because my family members aren’t interested in getting a traditional report. For this reason, I have done lots of unique things. I made a giant poster with all the descendants of my grandparents; I created a scrapbook of fun stories of just the grandmothers in the family; and I wrote a narrative about one side of our family after having done several interviews of family members. On occasion, I do a special something for the kids that has to do with their ancestor…like an ancestor birthday party or a potted plant of a flower/vegetable one of their ancestors used to grow in their garden.

What’s the most important thing you do to prepare for a research trip?

The most important thing I do before a research trip is make sure my car is in good running condition. I once got a flat tire on a research trip and that was not fun! I also make sure I have a way to charge all my devices (phone, laptop, gps, etc.)

What’s your biggest piece of advice to genealogists in terms of organizing their research?

My biggest piece of advice for genealogists is to remember to not only cite their record sources, but to remember to source their pictures. I always add metadata or text on the front of a digitized photo with a source citation of where it came from.

Do you have a dedicated space in your home for doing genealogy research? What’s it like?

I have a genealogy office that I feel very fortunate to have the room for! I have a nice big desk, shelving, and it is entirely decorated with pictures of family ancestors and my collection of oil cans. It has a big window that I can see out while sitting at the desk so I can enjoy looking over the fields as I work.

Raise your hand if you can relate to getting ahead of yourself and not organizing as you go! It’s nice to know that this also happens to the pros we admire! I love Amie’s ideas for sharing genealogy research. And I think I will now always give my car a check up before leaving for a research trip. Thank you so much, Amie, for sharing how you do it and for sharing the photos of your delightful genealogy space!

We’re offering Declutter Happy Hour again!

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Each Wednesday in February, my podcast co-host, Shannon Wilkinson, and I taught a Declutter Happy Hour to a group of about 15 lovely participants. It was so much fun, we’ve decided to offer it again. The next session of the four-part class  will be held April 7, 14, 21, and 28 from 6 to 7:30 pm central daylight time. Click here to learn more and register.

As I said in my January post about the first session, Shannon and I created Declutter Happy Hour way back in 2009.  It started as a teleclass then morphed into an ecourse before we retired it. And it ended up being a precursor to our podcast.

We were thrilled to be invited by our friends at Fly Paper to bring Declutter Happy Hour back to life, this time via Zoom. And we’re doubly delighted to be offering a second session!

Declutter Happy Hour is a live experience where you get to do some decluttering during the class. I think it’s really special because it infuses the decluttering process with a secret ingredient: mindset change (plus fun and laughter).

Each of the four sessions starts with a discussion led by Shannon and me about an important aspect of the decluttering process and the mindset shift that can go along with it. Then, during the class, you get time to work on a small decluttering project. It could be something to do with your decluttering your genealogy research papers. Or you may want to tackle your linen closet (or any other space in your home). Or your hard drive. Whatever you decide to work on, Shannon and I will stay in the Zoom room, ready and waiting to answer any questions and provide support and encouragement.

By the end of four sessions you’ll have let go of more than just stuff and you’ll have the tools to take on decluttering projects on your own. (But you’d be welcome to  sign up for another session!)

Again, Declutter Happy Hour runs on Wednesdays in April starting at 6 pm central time. You can register at eventbrite. Let me know in the comments if you sign up!

Handling the females in your family tree

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Most of the women in our family trees changed their name at some point or another. That can present an organizational conundrum in the files we keep for them. I thought I’d let you know how I handle it in my digital filing system. As always, I’m not telling you the right way to do anything. I just want to share how I do it, because it’s worked well for me.

In a nutshell, I file women under their married surname. As I describe in the post How I Process a Downloaded Document, on my hard drive I have surname folders for each of the surnames in my family and within each folder I have folders for individual people. In those people folders are the individuals containing source documents. (I have a separate Collateral folder within which the surname folders for collateral relatives are filed.)

Here’s how I name women’s folders:

Last Name (Birth Name), First Name (YOB-YOD). So the folder for one of my second great grandmother’s folder is called Garlock (Ten Eyck), Anna (1832-1910). It resides in the Garlock Surname folder, as shown in the screenshot above.

If I find a relative before she’s married, I’ll use her birth surname for filing purposes. But once I’ve found marriage documents, I’ll rename and move her folder to her married surname.

It seems pretty straight forward, but of course, things like multiple marriages can make it more complicated. For my direct-line ancestors, it’s easy. I use the surname associated with the spouse who is my direct line. (If it’s a second or later marriage, I don’t typically use the first married name in the folder name, I just use the birth name.)

But for collateral relatives, where there isn’t necessarily a married name that is more relevant to me than the other married names, I typically just use the first married surname that I find and leave it like that.  Sometimes I make exceptions, especially for women who were married multiple times and for whom I have trouble keeping track of their various married names. For example, Leonora Adams, the daughter of my much-researched second great grandfather George Washington Adams, was married four times. I file her within the Adams Collateral folder using the folder name “Adams, Leonora (Lochry Stevens Good Ward), 1877-1962.”

Again, I’m not suggesting this is the best way to do it, but it works for me. I pretty much developed my system as I went along. And, as in almost all things, I allow myself to be imperfect about it. That means that  there may be inconsistencies in my folder structure. But I have enough of a solid infrastructure that the inconsistencies don’t bother me.

Writing this makes me want to go through my folders–particularly for the collateral relatives–and perhaps correct any inconsistencies. But I’m comfortable leaving them as is until I get around to doing that.

I’m curious: How do you handle the name changes of women among your files? And are there any situations I didn’t cover here that you’re curious about? Feel free to ask in the comments.

 

 

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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.