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Organize Your Family History

Stay focused and happy while exploring your roots

The benefits (and challenges) of cleaning up your research area

August 19, 2020 By Janine Adams 1 Comment

Over on my organizing blog, I’m doing a Tiny Projects challenge, in which each day this week I am accomplishing one tiny organizing project in my home and blogging about it. Today, I tackled the reach-in closet in my office. (You can read about it and see the before and after pictures here.) That closet holds mostly genealogy stuff.

Since I don’t print or download genealogy documents, I don’t have a lot of paper genealogy clutter. But when I spent a half hour creating order in that closet I realized that I have some genealogy-related projects lurking in there that weren’t even on my radar.

I discovered that I had a bunch of photos of ancestors–I didn’t look at them carefully but they look to be 50-100 years old or more. I’m sure they were passed along to me by a relative and my intention is to scan and file them in my genealogy filing system. They were scattered on the surface of the main shelf in the closet. That closet is equipped with an Elfa system (I blogged about that back in the day when I installed it). There is one larger shelf that could serve as a desk. So while I was tidying and organizing, I gathered up the photos and put them in a container that I labeled “photos to process” and placed it on the main shelf so it can’t hide from me.

I also have a container full of genealogy journals to read. I added to it today. It’s really just the two publications that the National Genealogical Society sends to its members, as well as the Missouri genealogical society’s journal. Back in January 2019, I vowed to skim them, but in fact I haven’t.

I feel I need to fish or cut bait here. Either I carve out some time to read them (perhaps during an October 30 x 30 challenge?) or decide I’m not going to read them and then find them a home with someone else.

I rather like the idea of devoting 30 minutes a day for a month (or less if it goes more quickly) to see what I can glean from these publications. But it can’t be this month!

I’m really glad I cleaned out this closet, but I’m a little sad that two big projects emerged (the photos and the journals). I can’t believe I’m complaining about it, though. These are treasures I’m fortunate to possess, not burdens to be dealt with!

If it’s been awhile since you cleaned up your genealogy space, you may have some pleasant surprises hiding in there!

Filed Under: Challenges, Organizing Tagged With: family photos, organizing aids

Time for me to address my backlog

July 24, 2020 By Janine Adams 4 Comments

I hate it when I let a backlog of downloaded files build up. I know that downloading a file without gleaning the facts from it and adding it to my genealogy software does not further my research. And yet I struggle with backlogs. My most recent post on my struggle was in October 2018. That fall, I vowed to eliminate my backlog and I succeeded in doing it, sort of. I took a group of deeds I couldn’t face and moved them to a foldern unprocessed. But otherwise, I processed 79 downloaded documents by making backlog-busting my research focus.

Well, the backlog has built up again and it’s time to address it. I have 78 documents languishing in my Surnames folder, waiting to be processed and filed in their appropriate folders. I plan to announce an August 30 x 30 challenge next week and my focus in August will be to get rid of that backlog. Two years ago, I created a spreadsheet in which I kept a running tally of the numbers of files I needed to process. I found updating it every session to be quite rewarding. So I think I’ll employ that strategy again.

One reason for my large backlog is that I went on a sprint of newspaper research in June and July. I had a seven-day free trial of newspapers.com and then bought a 30-day subscription that expired July 22. I found myself downloading, but not necessarily processing, a bunch of newspaper articles. (I did process some of them, though!)

In organizing, we refer to this as backsliding. I know how to process documents. I actually enjoy processing documents. But when I let a backlog build up it quickly gets overwhelming and less enjoyable. I find that focusing on the backlog to get it back to zero brings me great peace of mind.

In order to succeed at getting rid of my backlog, I know I have to avoid downloading any new documents while I’m focused on the backlog. Any documents I do download, I must commit to processing in the same research session. That way the number of documents left to process goes down every day. (Come to think about it, that’s not unlike dealing with physical clutter, credit card debt or any number of other scenarios!)

I bet I’m not the only one dealing with a backlog of genealogy documents (either digital or paper) that have been collected but not dealt with. If you have a backlog, feel free to join me in backlog busting in August!

For more in-depth information on how I organize my own genealogy, including dealing with my backlog, check out  How I Do It: A Professional Organizer’s Genealogy Workflow, a 37-page downloadable pdf published in 2021 and available for $19.99.

Filed Under: Challenges, Organizing Tagged With: backlog, electronic files, research, time management

How I process Newspapers.com articles

July 10, 2020 By Janine Adams 25 Comments

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

How They Do It: David Allen Lambert

July 7, 2020 By Janine Adams Leave a Comment

It’s been a little while since I published a How They Do It interview and I’m delighted to present this one, from David Allen Lambert, Chief Genealogist for the New England Historic Genealogical Society in Boston and co-host of the Extreme Genes podcast. David is a prominent speaker at genealogy conferences and I was thrilled that he agreed to participate when I approached him at the NGS conference last year!

How They Do It: David Allen Lambert

How long have you been doing genealogy?

I started being interested in genealogy as a child at the age of seven during the Bicentennial in 1976.  Seeing Roots on Television also ignited this passion which I have enjoyed for over 40 years now.

What’s your favorite thing about being a genealogist?

My favorite thing in genealogy is having had the opportunity for the past 27 years to work at the New England Historic Genealogical Society in Boston and assist others with their research.  The ability to pass along a tip, or have a full day consult and break down a genealogical brick wall with a fellow genealogist is quite rewarding.

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

I have been currently undertaking during COVID-19 to organize my genealogical records digitally.  Creating digital folders for each ancestor and scanning documents.  As it is for most people, the challenge is finding the time to commit to your own research.  So I would say my biggest challenge is “free time”.

What is your favorite technology tool for genealogy?

I enjoy all the tools for genetic genealogy.  However I must say that I have enjoyed Gedmatch and DNA Painter the most in the last couple years for research into DNA mysteries.

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

I would concentrate on getting all the stories from your older relatives before they are gone.  By the time I was 30 my parents had both died, and also my grandparents.  Stories are so important because they bring our ancestors back to life.  A life story can be compared to like the dash on a gravestone, the names and dates are important – but the dash gives us the stories of their lifetime.

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

I use notebooks for each research trip to the Family History Library in Salt Lake City and the National Archives in Washington, D.C.   I look back through these notebooks and use forms to list my to do list so I do not duplicate my research efforts twice.

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

I often use a genealogical program or an online tree to add notes that I can go back and reference.  I also print off these notes and add them to a binder.

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

I believe in public trees online.  This is how people will find you, and you then have the ability to connect with lost family members.  I also create “homestead” groups on Facebook to share the photos and stories I have with cousins who are not on commercial genealogical websites.

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

I keep a genealogical notebook that I have for research trips handy and updated.  I bring a laptop computer, a portable hard drive, and a few portable thumb drives.  I make sure my camera has plenty of space, or my cloud-based storage will allow for up to 1,000 images.

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

Find a system that works for you.  But also create a system that your family members will understand after you’re gone.  There are many publications on organizing your research to guide you.  I find having folders on each family surname I have has worked best for me over the past forty-plus years.

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

I split my time between my downstairs office computer, and an old bedroom now converted into my genealogical archives in my home.

Do you have anything to add?

Your genealogy is the story of your ancestors, but it is also important to concentrate on your recent family members.  Have you ever written down how your parents met?  What were all the place you lived, worked or went to school?  Have you identified all the photos you have ever taken?  When you find it frustrating that you cannot identify photos, or not locate stories on your ancestors – remember someday you will be an ancestor too.  Take on the responsibility of recording your story, and that of your parents and grandparents.  We are the story tellers for the generations not yet born.  Let’s teach them about our generation, and leave them a rich genealogical heritage to be proud of starting from you and going back in time.

Thank you, David! The message about taking responsibility of capturing stories and identifying photos for our descendants is so important! You can learn more about David and read his blog posts on the American Ancestors blog, Vita Brevis. I also enjoy following him on Twitter at @DLGenealogist.

Filed Under: Excitement, Genealogy tips, Organizing Tagged With: David Allen Lambert, How They Do It, organizing aids

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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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