Organize Your Family History

Stay focused and happy while exploring your roots

Early-bird registration for RootsTech 2017 about to expire

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rootstech2017If you’re planning to attend RootsTech 2017, the giant conference where genealogy meets technology, now’s the time to register. Until Friday, you can get the early-bird discount of $159 for the four-day conference registration. It’s being held February 8-11, 2017 in Salt Lake City. To me, $159 is a huge bargain (but then again, I routinely pay $600 or $700 to register for conferences for professional organizers).

Here’s the link to register. Before you register, you can browse the class selection and see which of the over 200 breakout sessions appeal to you. The keynote speakers haven’t been announced yet, but in the years I’ve attended there have been some big names, like Laura Bush, Ree Drummond and Donny Osmond.  The expo hall is huge.

This will be my third year attending RootsTech. I missed last year and I’m anxious to go back. I go to a good number of genealogy conferences, both large and small. RootsTech is special to me for a few reasons:

  • The huge number of genealogy enthusiasts who attend (there have been more than 10,000 attending the years I’ve gone)
  • The vast selection of excellent learning opportunities, between the keynotes and the breakout sessions
  • The fact that it’s helpful to beginners and advanced genealogists alike
  • The access to all the latest genealogy products at the expo hall
  • There’s musical entertainment (this year it’s the Mormon Tabernacle Choir singing music of Rogers and Hammerstein)
  • How well organized it is (amazingly well organized)

I’m particularly excited this year because I’m co-presenting one of the sessions (Go Paperless: Digitize and Streamline Your Research). So if you’re attending, please let me know. I’d love to meet you and even see your friendly face in the audience!

The registration prices goes up to $189 on Friday, October 14. (I’m not clear what time that happens, but to be safe, I’d suggest registering today or tomorrow.)

Keeping my focus

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focusFrom the day I started doing genealogy research, I was overwhelmed by the possibilities. There were so many things to research, in so many places. Where do I start? How do I keep track of it all? How do I keep from going down a rabbit hole and losing track of my session goals? Sometimes I’d feel so overwhelmed that I couldn’t even start researching and I’d do something else.

Honestly, that feeling of overwhelm has been my overarching challenge all along. It’s why I started this blog, to try to help myself and others get past it. (That’s why my tag line is “Stay focused and happy while exploring your roots.”)

More than a dozen years into this hobby, I finally feeling like I’m getting past overwhelm. I’m happy to say that I’ve developed some strategies that are making me feel more focused and productive. Those feelings in turn help me enjoy doing the work more and consequently I stay motivated to do more research. It’s such a nice feeling that I thought I’d share with you what I’m doing, in the hopes that it might help you.

  1. I have a default project. Right now (and for the past few months and for at least the next few months) I’m systematically going through my sources from Reunion 11 (my family tree software). I’m up to Source 57 out of a current 380. Each session, I start with the next source on the list and I make sure I’ve thoroughly examined it, entered all the data found in it, followed up (or made a note of) clues contained within it, and attached an image as a multimedia file to the source. Oh and I make sure it’s reasonably well cited. So far I’ve seen lots of room for improvement when examining each source, so a single source might take as much as an hour to go through. Sometimes I can get a few sources done per session. The process has kept me very focused. Even so,  I often stumble upon new information and if I have time I’ll sometimes go off on a tangent for a bit. But because I’m checking off the sources one by one, I have a place to come back to.
  2. I have a goal for each session. When I sit down to research I ask myself, as I always have, what will I work on today? It’s the answer to that question that’s the key. If you know what you want to find out, you know where to start and you know where to end. If you have a goal in mind, you can bring yourself back to it if you find yourself heading down that rabbit hole. Knowing what you want to work on is everything. I can work on my sources project. Or I can work on something else, if I want. I just like knowing what I’m after today.
  3. I keep track of clues. In Evernote, I keep a list of clues and of things to explore. That helps me stay focused on my goal without worrying that I’ll forget about this tantalizing tidbit I’ve come across. Some days I don’t feel like going back to documenting my sources. Instead I start at my clue list.
  4. I write down next steps. At the end of any session, I make a note of next steps so I can pick up where I left off. Sometimes I’ll even set a reminder in Evernote so I can get excited first thing in the morning by the day’s new challenge. (I’m trying to put in at least a little research every morning.) This allows me to stop a session because  I know I can pick up the thread. And it allows me to start the next session because I know what I’m going to be working on. (And I’m usually anxious to get to it!)

One thing I know about myself is that I do better with fewer choices. So this approach has really helped get past the paralysis that too much choice can bring.  A year ago, I heard D. Joshua Taylor speak at the annual conference of the Genealogical Society of Southern Illinois. One of his talks was on time management and he was all about staying focused. Every now and then I read my summary of his time-management wisdom to remind me of the importance of focus.

What about you? Do you have any tips or tricks for staying focused that you’d like to share?

Photo by Mark Hunter via Flickr. Used under Creative Commons License.

I’m speaking at RootsTech 2017!

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rootstech2017I’m both delighted and nervous to announce that my speaker proposal to co-present at RootsTech 2017 was accepted!

I will be presenting with the amazing Brooks Duncan of DocumentSnap. Our talk is titled “Go Paperless: Streamline and Digitize Your Research.” Brooks is the guru of all things paperless–he has amazing knowledge about the process of scanning and digitizing. I’m bringing my organizing and genealogy know-how to the table.

Brooks is a terrific speaker (and knows how to create a great PowerPoint) and I’m  confident we’ll create a fun and informative presentation. I’m really looking foward to it.

RootsTech will be held February 8 to 17 in Salt Lake City. This will be my third year attending and my first presenting. Registration is now open! Until October 14, you can register for the full conference for $159, a $100 savings over the regular price. (The price goes up to $189 on October 14.)

Are you attending? Speaking? Leave a comment here or shoot me an email and let’s meet up!

How I store my genealogy information

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reuniononmac90I love organizing my family history research electronically. As I’ve mentioned here many times, I try not to print digital documents and instead store everything electronically where I can have easy access to it.

I don’t think I have been clear when I talk about storing my genealogy data electronically that I’m not talking about storing it as a family tree on Ancestry or Family Search. I’m talking about storing it on my hard drive.

To me, it would be folly to rely on an outside service to store my precious genealogy data. If the only copy of my information was at Ancestry, I would be required to renew my subscription to access my own data. Even storing all my information at a free site like Family Search feels risky to me. It’s conceivable that they could change their terms of service to something unacceptable to me. Or start charging for access. Or simply vanish. Another place that some people store their genealogy documents is Evernote. I think that can be a great way to have easy, searchable access to information. But I wouldn’t store genealogy documents on Evernote that I don’t also have on my hard drive. They could go belly up. (It happened with Springpad.)

I enter all of my data into family-tree software that resides on my laptop’s hard drive. I use Reunion 11, a Mac program. It can sync with the iPhone and iPad using the ReunionTouch app. I haven’t yet installed ReunionTouch because I take my Mac with me on research trips. I like that storing my data on my computer, rather than an online service, is that the information is accessible even when I don’t have an internet connection (if I have my computer with me).

Of course, I back up my hard drive, both on an external hard drive and with an online backup service (CrashPlan Pro). Backing up is critical.

I’m not saying that my way is the right way or the best way. But I’ll share with you my process for storing info, in case you find it helpful or interesting. So far, it’s working well for me.

When I find a sourced piece of information pertinent to my research this is what I do:

  1. Add the information to the appropriate person(s) in Reunion (or add a person if need be).
  2. Cite the source in Reunion.
  3. Download the information (or scan it if I found it in paper form).
  4. Attach an image of the source document to the source citation in Reunion.
  5. File the digital document in that ancestor’s electronic folder on my hard drive, copying it if it applies to more than one ancestor.
  6. Scour the source for further information.
  7. Make a note in Evernote if it sparks potential further research.

So far this feels good to me and I haven’t second guessed it.

How do you store your family tree information?

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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.