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Organize Your Family History

Stay focused and happy while exploring your roots

Start off 2017 with a clear research desk

December 23, 2016 By Janine Adams Leave a Comment

I originally wrote this blog post in November 2015. I thought it might come in handy for those of you looking to get your ducks in row for the new year. Having a clear desk can give your productivity a huge boost. If you haven’t seen the surface of your desk in awhile, here are the steps you can to get it clear. After you’re done, take just a few minutes at the every research session to put everything away.

If you can’t remember the last time you saw your desktop in your genealogy research space, perhaps it’s time to experience the joy of a clean desk. I know that time to do genealogy research is limited for most people and the last way  you want to spend your precious genealogy time is on cleaning up your desk. But it’s worth it. When you sit down at a clear desk, your mind is more clear and you can be more focused on your research.

But there’s good news: It doesn’t have to be hard or time consuming. Here’s a step-by-step suggestion for creating some order on your desk, swiftly.

  1. Set your timer for 25 minutes.*
  2. Clear everything off your desk (and I mean everything except, perhaps, your computer). Put like things together into rough categories as you go. (For example, put papers together in a pile on the floor near your desk; put office supplies together, etc.) It might be helpful to have some bankers’ boxes or plastic totes handy to hold the categories, but the floor will do too.
  3. Put away the items that already have homes. For example, put binders and books where they belong. If something belongs in another room, put it in a box or bin that you’ve marked “Relocate to another room” so you don’t wander away from the room you’re working on. At the end of the session, you can put all that stuff away.
  4. Go through the non-paper items and put back on the desk those things that deserve to take up such prime real estate. Only those things you use every research session should be placed within arms’ reach when you’re sitting at your desk (with the possible exception of items that give you great pleasure to look at). Relocate or discard the other non-paper items that were on the desk.
  5. Take all those papers and put them in a box of some sort. Mark that box “Backlog.” (I use a box similar to this one from IKEA for that purpose and I place that box on a shelf.)
  6. Every time you’re at your desk, set a timer for ten minutes and go through the papers in the backlog, discarding, scanning and/or filing as required. Do this ten minutes a day for as long as it takes to eliminate the backlog. (You might be surprised how few of these short sessions it takes.)
  7. Don’t add to the backlog box. Instead, at the end of each research session take the time (probably less than five minutes) to clear off your desk and put everything away. That way, you’ll start each session fresh.

* When your timer goes off, stop what you’re doing and take a five-minute break. Then set it for another 25 minutes and get back to work, unless you’re done.

Filed Under: Challenges, Organizing Tagged With: organizing aids

My genealogy research plan for 2017

December 20, 2016 By Janine Adams 8 Comments

I’ve been giving some thoughts to the goals I want to set for my genealogy research for next year. I’m a big goal setter and I’ve written posts about my genealogy goals for 2013, 2014, and 2015. (I guess that I didn’t set any for 2016. I blame my puppy, Bix, who completely disrupted the 2015/2016 transition.)

I reviewed those posts this week and was struck by the fact that while I’m pretty good about setting genealogy goals, I’m pretty bad at achieving them.

So this year, I decided to keep it painfully simple. I’m setting only three four goals. And I’m narrowing my focus, in a big way.

I know that I do better with fewer options because I’m easily overwhelmed by choices. In 2014 I addressed that by coming up with a plan to focus on one family line per quarter.

In 2017, I’ve decided to take this a step further and focus on a single family line the whole year. 2017 is  going be the year of the Adams family. This feels big to me–simultaneously exciting and weirdly scary. But I feel if I keep my focus on the Adams family (starting by finishing the transcribing and abstracting George Washington Adams’ giant pension file), I will stay more focused and dig deeper. I’m a little concerned it might get boring, but I don’t think so.

You can bet that I’ll let you guys know how it goes.

The three four goals I’ve set (in concert with limiting my focus) are:

  1. Research at least five days a week
  2. Take at least one research trip
  3. Attend at least two genealogy conferences, to avoid tunnel vision and keep me sharp. (One of those will be RootsTech, since I’m speaking there. I haven’t yet determined the other(s).)
  4. Create a habit of logging each research session. (I added this goal after my ruminations on December 27 that led to this post.)

How about you? Do you set goals for your genealogy research? If so, do you care to share them?

Filed Under: Challenges, Excitement, Organizing, Reflections Tagged With: Adams, goals, overwhelm, planning

Getting past overwhelm by breaking a project down

December 16, 2016 By Janine Adams 6 Comments

getting past overwhelm by breaking down a projectAs I plug away at transcribing my 2nd great grandfather’s 137-document pension file, I keep thinking to myself how valuable it is that I’m doing this one small document at a time. When I started, the idea of transcribing this vast file seemed insurmountable. The printed sheaf of papers that I received from the National Archives is nearly an inch tall!

But rather than think about the enormity of transcribing the whole file, I’m just looking at the next document. Then the one after that. I’m trying to work on it at least 30 minutes daily (even after the succcessful end of my latest 30 x 30 challenge two weeks ago, I’ve only missed a couple of days) and slowly but surely I’m getting through it. Today, I transcribed documents 47 and 48. Before long, I’ll be halfway done.

Once or twice I’ve questioned the value of this exercise. But as soon as I do that, I discover something I didn’t notice on first reading, when I wasn’t transcribing. There’s no doubt in my mind that transcribing these pension documents is a valuable use of my time.

So here’s my big takeaway, which of course can be applied to many aspects of my life. When I’m facing a large, seemingly insurmountable project, I can get past overwhelm and eventually complete it if I:

  • Break it down into small tasks
  • Do one task at a time
  • Work on it very regularly, for a small period of time

This strategy is working well on the pension file. I can’t wait to get all the way to the end and see what discoveries has in store for me!

A commenter asked for the steps on requesting a Civil War pension file.  Here they are:

  1. Go to this page on the National Archives website.
  2. Select NATF 85D: Federal Military Pension Application – Civil War and Later Complete File
  3. Select delivery format (I selected paper)
  4. Click Add to Cart
  5. Login or register
  6. Fill out form with your ancestor’s name, military unit and other information (if you don’t have that, check out Ancestry.com or Fold3.com to get it)
  7. Pay $80 online
  8. Wait for your packet!

Filed Under: Challenges, Genealogy tips, Organizing Tagged With: Civil War, overwhelm, research, resources, time management

Clutter-free genealogy gifts

December 9, 2016 By Janine Adams 4 Comments

Since I deal with clutter in my clients’ homes all year long, this time of year I’m always thinking (and writing) about the benefits of giving intangible gifts. A year ago I created a post about clutter-free gifts for genealogists. It still holds true, so I’ve decided to run it again today (with a few updates).

As a professional organizer, I frequently help clients declutter their physical possessions. Over and over again I’ve seen how difficult it is for most folks to let go of an item they’d received as a gift, even if they don’t use or love it.

This realization has changed the way I give gifts. As I’ve written repeatedly on my organizing blog, I think it’s much kinder to give a gift that doesn’t have a chance to turn into clutter. So I find myself giving these types of gifts:

  • digital gifts (iTunes gift certificate, or a subscription to Amazon Prime, for example)
  • services (gift certificate for a massage or a float)
  • ephemeral goods (like edibles and cut flowers) and
  • experiences (an outing or meal together)

If you have any genealogy enthusiasts on your list, you’re in luck. There are all sorts of opportunities to give clutter-free gifts to those folks. Here are some ideas.

  • A subscription to an online service, like Ancestry, Fold3 or MyHeritage
  • A membership in a local society or other association, like the NGS or the Southern California Genealogy Society (so they can have access to the webinar archives, my pick for deal of the century)
  • A gift certificate to work with a professional genealogist
  • The story behind a mystery photo, revealed by Maureen Taylor, photo detective.
  • One or more of my Orderly Roots guides (you could download it for them and email it, or contact me for a special code they can use to download a guide you pay for)
  • Your help with their genealogy (maybe offer to spend a couple of hours on one of their brick walls)
  • Your help decluttering or organizing their research space
  • A trip together to a cemetery or research library
  • Registration for a genealogy conference (they could hear me speak at RootsTech 2017!)
  • A donation in their name to a worthy genealogy cause (like Preserve the Pensions or their favorite genealogy society)

If you do want to give a physical item, be sure it’s useful. You could consider a Flip-Pal mobile scanner or a ShotBox portable photo light box. Perhaps less utilitarian, but a lovely, meaningful gift is the family tree necklace. I adore the one I gave myself.

Before you buy anything, check out the Genealogy Bargains area of the Geneabloggers website to see if there are any special deals to be found!

Illustration by Traci Gardner via Flickr. Used under Creative Commons License.

Filed Under: Organizing Tagged With: gifts, resources

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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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