Organize Your Family History

Stay focused and happy while exploring your roots

Quick Tip #10: Start with a research question

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Here’s the next in my occasional series of bite-size Quick Tips. Click on the Quick Tips tag for my other Quick Tips. Because I tend to write longer posts, I wanted to provide a quick-to-read (and quick-to-write) post every couple of weeks on a small topic that pops into my head. My research always goes better when follow the advice in this tip!

Start your research session with a question

It can be fun to click around on Ancestry and Family Search and just see what you can find. But if instead you start your session with a research question in mind, your precious research time will be better spent. Knowing what you’re looking for helps you stay focused and resist temptation. If you come across tempting information that doesn’t pertain to your research question, you can make note of it in your research log (or somewhere else) so you can come back to it at a later session.

Having a research question for each session is bound to make your sessions more productive and move your research along more quickly.

Photo by Sam Dan Truong on Unsplash

Quick Tip #9: Use a timer!

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Here’s the next in my occasional series of bite-size Quick Tips. Click on the Quick Tips tag for my other Quick Tips. Because I tend to write longer posts, I wanted to provide a quick-to-read (and quick-to-write) post every couple of weeks on a small topic that pops into my head. This is one I use literally every day, in many aspects of my life.

Use a timer to stay focused

It’s so easy to fall down a rabbit hole when you’re researching and the next thing you know hours have passed and it’s past your bedtime (or you’ve missed a meal). Sometimes the likelihood of a long session is enough to stop you from starting a research session altogether.

Setting a timer can really help. It has two benefits: It reminds you to stop when the timer goes off. And knowing the timer will be going off soon is often enough to keep you from falling down that rabbit hole in the first place. When you’re tempted to stray, you can make a note to follow up on later and get back to to your research focus.

I almost always set a timer before a genealogy research session because I usually can’t afford to spend hours on a research session, no matter how enjoyable it is (or badly I want to solve a problem). I use the timer on my iPhone or Apple Watch, but you can ask Google (or Alexa) to set a timer you or use an old-fashioned kitchen timer.

Photo by Sam Dan Truong on Unsplash

The Power of Enough (Zoom presentation)

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You may know from reading this blog that I am passionate about embracing imperfection. My RootsTech talk earlier this year was called “The Imperfect Genealogist.” Each week, I co-host a podcast called Getting to Good Enough with life coach Shannon Wilkinson. It’s all about letting go of perfectionism so you can do more of what you love.

Shannon and I were tickled to be invited by the San Francisco Bay Area chapter of the National Association of Productivity and Organizing Professionals (that’s my professional association as a professional organizer) to do a virtual presentation for their chapter (and anyone else who wants to buy a ticket) on the Power of Enough. Professional organizers are accustomed to talking with clients about identifying when they have enough physical stuff. In this presentation, Shannon and I will be talking about when to know you’ve put enough effort into something.

We embraced our motto “Let it be easy” when we set a couple of parameters before saying yes to the invitation. We requested a very informal presentation: No Powerpoint, no pre-set talking points. Instead, this will be an unrehearsed Zoom conversation where Shannon and I will discuss the power of enough (like we do on our podcast) and then answer questions from the audience.

The presentation will be on Wednesday, November 11, from 6:30 to 8:00 pm Pacific time. (This is the time frame for the chapter meeting; our presentation will take about 60 minutes of it, but I’m not sure which 60 minutes.) It occurs to me that some of you who read this blog might enjoy attending. The fee for those who aren’t NAPO-SFBA members is $30. For more information and to register, visit the event page on the NAPO-SFBA website.

We’re excited to model the power of enough in our presentation (as we do in our podcast)!

Reminder: You can let go of “should”

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It’s natural to ask about questions about organizing (your genealogy or anything else) that start with the word “should.” Should I organize my documents this way or that way? Should I store things here or there? Should I focus on this or that?

When I try to answer a question that starts with should, the answer is almost always, “It depends.” Because it’s all about what will work for you.

I encourage my clients (and anyone else who will listen to me) to let go of the word should. And to also let go of asking questions that start with, “What’s the right way to…” or What’s the best way to….”

Because here’s the thing: I can’t tell you what you should do. Only you know what’s right for you. It can be much more beneficial to think in terms of what you’d like to do, or what you think will work best for you, rather than what you should do. Especially when it comes to organizing your genealogy research, the thing you should do (in my opinion) is the thing that works well for you and that you can keep up.

For example:

  • Maybe you’ve always heard that you should store your paper documents in binders, but you have trouble keeping up with that. Let go of that should and consider using file folders or scanning your documents.
  • Maybe you think you should print every document for the sake of posterity but you’re overrun with unfiled paper. You can let go of that should, particularly if your electronic documents are already organized.
  • Conversely, maybe you’ve heard you should scan every bit of paper and store files electronically, but you’re overwhelmed by the prospect. Bye bye, should. You can let your paper files be sufficient. Or just start storing new files electronically and leaving your papers unscanned.
  • Maybe you’re told you should keep a research log, but you just can’t get yourself to do it. A research log can be hugely beneficial. But don’t beat yourself up if you don’t have one just because you think you should.

In other words, set yourself up for success and do what works for you. Decide what your priorities are (accessibility for you, accessibility for others, ease of use, etc.) and focus your organizing systems on those priorities. Don’t do something just because someone told you you should if it doesn’t seem like it will work for you.

All that said, there are some genealogy shoulds that I think you should pay attention to:

  • You should cite your sources so you can find them again and know where your facts came from (but you don’t have to cite them perfectly if that’s getting in the way of citing them at all).
  • You should back up your electronic data in case of a crash. (I use an external hard drive and automated cloud storage.)

Genealogy is supposed to be fun. Don’t let the shoulds drag you down. Make your own choices and own them. And keep yourself open to new ways of doing things. (See what I did there? I told you all sorts of things I think you should do, without using that word. Take what works for you and let go of the rest.)

[If this is feels familiar, it’s because I initially published this post on May 17, 2016. Then I published it again on November 6, 2018 with a different title. It’s a message that really resonates with me right now, so I wanted to repeat it.]