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Organize Your Family History

Stay focused and happy while exploring your roots

How They Do It: Paula Stuart-Warren

May 22, 2018 By Janine Adams 2 Comments

This month’s How They Do It entry is from Paula Stuart-Warren, certified genealogist and well-known genealogy lecturer, instructor and blogger. She is a long-time course coordinator and instructor for the Salt Lake Institute of Genealogy and the Genealogical Research Institute of Pittsburgh. She has presented courses for Ancestry Academy, Family Tree University, and continues to present seminars all across the U.S. and in Canada.

I had a lovely time interviewing Paula for the What the Pros Know workshop I’m hosting for Family Tree University. I was delighted when she agreed to answer my How They Do It questions!

How They Do It: Paula Stuart-Warren

How They Do It: Paula Stuart-Warren

How long have you been doing genealogy?

I began working on family history a bit in 1977 when my oldest son had one of those magic school assignments that you are supposed to complete in a weekend. I was intrigued when my late father-in-law insisted his mother’s maiden name was Warren and I said that was her married name. Guess what! He was correct. His parents were first cousins, once removed. The biggest impetus was taking community college courses on Minnesota and local history. The professor provided much help for tracing a business owned by my maternal great grandaunts. A few years later I took a beginning genealogy course for adults at a nearby university. It gave me a great foundation. I was hooked.

What’s your favorite thing about being a genealogist?

The investigation and the answers. I can’t stop. I need the answers. Then there
are the people I have met in the state genealogical society and at seminars, institutes, and conferences across the country when I do presentations.

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

Making myself do it continually. I have small families so that part is not difficult. My best decision was to label one box “Dad’s Family” and another “Mom’s Family.” Then I can add new finds to that box and file properly later when I have time. I have less trouble downloading items directly into the appropriate file on my computer! For my research clients, I really do a better job. Why??

What is your favorite technology tool for genealogy?

It’s actually my laptop computer because I can take it everywhere and work from anywhere. It’s truly an extension of my brain.

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

I would do a better job of citing where I found information. I didn’t do a horrible job because I learned well at the beginning, but I am far from perfect.

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

I did that at one time and made my own with more space for citations and remarks. Today I do personal reports, the same way I do for clients.

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

I have lists in “to do” folders in my computer that are labeled by research repository and then divided by family or type of record. The repository or website set up determines how I structure my lists. I have begun to use Evernote for some.

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

I am now adding to my bare bones trees on some websites, provide material when they ask, do some personal stuff on my own blog, and I have shared special things at Christmas. I have had them open up a big envelope all at the same time.

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

Thoroughly scour the websites of convention and visitor bureaus but most importantly do the same for the courthouse, library or archive I will be visiting.

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

Set up an appointment to do sorting and filing and KEEP that appointment. Once a week? Once a month?

Paula Stuart-Warren's genealogy space

Paula’s genealogy den

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

I have a small den, but my computer and I are more likely to be found in the living room where there are nice big windows that add great light.

Do you have anything to add?

Bring in a friend, neighbor, aunt, or fellow genealogist and have them give you an outsider’s opinion on your work area. My daughter is great at this.

I love the idea of setting up (and keeping) an appointment with yourself to work on organizing your genealogy research. And, like Paula, my favorite tech tool for genealogy is my laptop. I take it with me wherever I research.

You can read more of Paula’s genealogy wisdom on her blog, Genealogy by Paula. Thank you so much for partcipating, Paula! 

Filed Under: Challenges, Excitement, Genealogy tips, Organizing Tagged With: How They Do It, organizing aids, Paula Stuart-Warren

A time-saving addition to my digital workflow

May 11, 2018 By Janine Adams 12 Comments

I’ve posted before about how I process documents that I download from online sources. In an ideal world, I follow my workflow from start to finish as soon as I download a document. But in the real world, it’s not unusual for me to run out of time to process the document immediately. (By “process” I mean, create a source, extract facts, add those facts to my genealogy software and properly file the document on my hard drive). That’s an inevitable outcome in researching in short, frequent sessions, as I do.

When I download a document, without fail I rename the file using my file-naming protocol (Year Document Type-Ancestor Name-Location) and file it in my Surnames folder. But all too often I don’t have time to properly process it and the document languishes in the Surnames holding pen until I do have time.

Today, I added a small item to my digital workflow. As soon as I download a document and rename it, I right-click on the file in my Mac’s Finder, select Get Info, then in the Comments section, I paste the URL of where I found the document. That way, if I need more information to create a source, it’s simple for me to get back to the online source. Per my workflow, once the source citation is created, I replace the URL in the Comments area with the citation itself (which includes the URL).

It’s a small thing, but I know this is going to save me time in finding the document online again. And it will reduce aggravation. Sometimes little things can make a big difference!

For more in-depth information on going digital with your genealogy research, check out The Paperless Genealogy Guide, a 44-page downloadable guide written by paperless expert Brooks Duncan and me and available for $9.

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

How They Do It: Barbara Schmidt

April 25, 2018 By Janine Adams 2 Comments

I’m delighted to present a How They Do It interviewee from Europe! Barbara Schmidt is a communication specialist and genealogy researcher in Frankfurt, Germany, whom I met at RootsTech in 2017. She’s active in social media for both her work and her genealogy. Her blog Connecting the Worlds is doing exactly that: Connecting her worlds of genealogy, corporate history (she is a member of the historical association of Deutsche Bank), and everything around being and living digital including Working Out Loud.

Barbara speaks at genealogy events on topics like how to connect with other researchers through forums, social media, blogs, and how to travel safely through this new digital world. She blogs in English and German with the same overall topics but different angles.

How They Do It: Barbara SchmidtHow They Do It: Barbara Schmidt

How long have you been doing genealogy?

I started with researching my family tree when I was about 20 years old. That makes it now 25 years, It’s amazing, how time flies. Sometimes it feels like I just started. There are still moments today where I act and research like a rookie.

What’s your favorite thing about being a genealogist?

When I started I just wanted to get an overview of my big family at the usual family gatherings like weddings, baptisms and funerals. As a child I never really understood who was who and who belonged to whom. All those aunts and uncles and siblings of my grandparents who were called aunt or uncle. All of them having three names didn’t help either. But throughout the years my motivation to keep going is coming from the small and big stories I learnt about my family.

And my biggest highlight is always when I “meet” new family members. I re-connected my father with his cousin after 42 years, that was really emotional for me and his cousin’s wife. They behaved like they had just seen each other the week before. It was so typical northern German – not a lot of words.

I learnt about a family branch that emigrated to the United States and got in contact with one of the descendants. And just later I realized, he is a real cousin of my mom. Or I met a distant cousin of my Dad last year who was on a Germany visit from Australia. Those are the big moments. But there are lots and lots small ones. Too many to mention them all.

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

I tend to re-invent my organizing system every couple of years. I haven’t really found THE system yet. I always want to go digital because I cannot stand paper. It takes up too much space and I always get lost in the paper piles and files. The bigger my family tree and the more documents I had to store the more I got overwhelmed with finding the “perfect” system. Until I realized there is no perfection in organizing my genealogy. I had to find MY system. That took about 20 years until I found something that really worked.

What is your favorite technology tool for genealogy?

Definitely my scanner! I mentioned before I want to go digital. Which means I either only order digital copies of documents or if I receive paper copies I scan them and destroy the paper. Only copies of course. Originals get stored in specific acid free binders. No paper clips, no glue, no rubber bands. [I asked Barbara what kind of scanner she uses and it’s an HP MP500 flatbed/sheetfed scanner. — Janine]

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

I would ask more questions and would research more within my own family when they are still alive. I spent way too much money ordering documents from archives to receive information which would have been easily available if I would have just asked.

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

Upon your recommendation I actually started using a research log but I don’t really keep up with them, to be honest. Again, I haven’t really found a system yet how to really incorporate it into my research. I tried various templates, on- and offline. In the cloud or on my desktop but I find myself not really using them. Although I really understand that they are helpful. But I’m not there yet.

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

I use Evernote a lot. I take notes of ideas not only for further research but also for my blog. I travel a lot, therefore I need something that synchronizes on all my devices like notebook, smartphone and tablet. I am also a heavy user of audio notes on my smartphone. For me that is the best way to set reminders for myself when a thought crosses my mind.

How do you go about sharing your personal research with cousins or other interested parties?
 
Unfortunately, my family is not really interested in my family research, except for my direct family like my parents and some of my siblings. But for interested parties I share my family tree online via Ancestry and wikitree. I am all for sharing and exchanging information. I make one exception though and that is pictures. Most important for me when we talk about a platform to share is the possibility to synchronize on all my devices. That’s why I work with the ancestry app.

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

Portable battery chargers (powerbanks)! No kidding. When I started going digital in archives it happened more than once that I had to stop because I had no way to charge my devices. Now I always carry at least 2 powerbanks with me and make sure I have all the charging cables. I have a special tupperware for those. I always check for opening hours of archives. You never know what changes there might have been since the last visit. Another important thing? Comfortable shoes 😃

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

Don’t expect perfection. There is none. Find a simple system that works for you and don’t change it too often. Just because someone tells you of something different that works for him/her that doesn’t mean you have to change your way of organizing. If it’s not broken – don’t fix it. Leave enough flexibility for your family tree to grow. My first mistake was to make it too specific with colour coding and filing. It became way too complicated as my family tree grew.

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

Not anymore. I just moved houses three weeks ago. I still have to find my spot in my new apartment which is a bit smaller than the one I previously had. But that is good in a way. It forces me to sort out everything which I don’t  need and to digitize even more. I have to downsize my storage and filing.

Thank you so much, Barbara, for your wise words. Your caution about not chasing perfection in a genealogy organizing system particularly resonated with me. It’s nice to see that genealogy research and organizing seems universal no matter where in the world you are!

 

Filed Under: Challenges, Excitement, Genealogy tips, Organizing Tagged With: Barbara Schmidt, How They Do It, organizing aids

How many trees?

April 12, 2018 By Janine Adams 41 Comments

How many family trees should you have?I’m occasionally asked how genealogy researchers should split up their family trees. Should they have a separate tree for each parent’s line? Each grandparent’s line? Just one tree?

It’s a question that I didn’t even consider when I set up my family tree in Reunion (the genealogy software I use on my Mac) and in Ancestry. To me, it made sense to start with myself and just work my way up one tree.

(If I were doing my husband’s tree, which may happen some day, I would have a separate tree for him, since our ancestors come from completely different places and have no relevance to one another.)

One thing I like about having all my ancestors together in one tree is that I can easily access a different ancestor if I’m chasing a clue. I use the quickbar button at the top of the Family View for instant access to my most researched ancestors. Or if a name seems familiar, but I’m not sure it’s my person, a quick search will reveal where that person resides in my tree. It’s easy and it works for me.

All that said, I have only 570 people in my tree. (Only verified people with cited source documents I’ve seen are added to my tree, which is my excuse for that number being so small.) If I had a much larger tree, perhaps I’d be singing a different tune.

So I’m curious: How many trees do you have? How have you divided them up? Do you have any regrets?

Unmodified photo by Nichole Renee via Flickr. Used under Creative Commons License.

Filed Under: Challenges, Genealogy tips, Organizing Tagged With: genealogy tools, organizing aids, research

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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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