Organize Your Family History

Stay focused and happy while exploring your roots

Walking the paperless walk

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nofilesI’ve been blogging here through the years about my growing disenchantment with paper. I’ve stopped printing out documents I find digitally and instead save them to my computer and file them by surname. (That’s what works for me…you may choose to file differently.) I’ve started scanning notes and other genealogy paper that comes across my desk and discarding much of it after scanning. I do keep original documents as well as documents I’ve sent away for. But the vast majority of my genealogy information is not in my paper files

Last week when I was at the Allen County Public Library–I promise I’ll stop talking about that trip soon–I didn’t photocopy a single thing. Instead, I used the library’s copying machines to scan the documents I wanted to take home. I brought along a flash drive for that purpose and the process was very easy. The machines even allowed me to put all the documents from one source into a single file, rather than a file for each page. It does mean I had to rename each file and drag it to the appropriate folder on my hard drive. But I didn’t have a bunch of paper to process when I got home! Nor did I have paper to lug home. Or carry to the hotel from the library. Moreover, I was able to easily zoom in text to read it more easily. Not once did I wish I had a magnifying glass.

And here’s the kicker: The library (understandably) charges for paper copies. But they don’t charge a thing to scan to a hard drive, which was literally no more challenging than making a photocopy.

I feel better and better about limiting  paper in my genealogy research. It’s kind of amazing to me that just 3.5 years ago I was still printing much of what I found.

I was really pleased that my paperless inclinations were reinforced on my library trip!

Photo by Tom Woodward via Flickr. Used under Creative Commons License.

Transpose eliminating free plans

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transposelogoI’ve written here about Transpose, the app that allows you to create and use custom forms. I use it for taking notes at genealogy conferences and for abstracting genealogy data from documents. I use it for lots and lots of non-genealogy information as well, including keeping inventories, getting feedback, and keeping track of my blood pressure and the books I read.

When I first met Transpose, it was in Beta mode and was free. Then they added a paid plan, but still had a limited free plan. As of August 15, it will be out of Beta mode and will no longer offer a free plan. Instead, there are three tiers of paid plans: Individual ($9.99 a month), Team ($14.99 a month) and Enterprise ($29.99 a month).  If you have a free Transpose account, your free account will become read-only, and you won’t be able to add additional Records or Solutions.

The company actually gave me a paid plan for a year, as a thank you for being an early booster. But if they hadn’t, I’m confident I would purchase an Individual plan because I use it so much.

It can be disappointing when formerly free apps start charging, but to me that’s preferable to their going belly up, as happened in 2014 with my dear, departed Springpad.

Unfortunately, Transpose announced on November 8, 2016 that it is shutting down on December 9, 2016.

How I’m using Evernote for genealogy

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Evernote logoI have to admit I have been a slow adopter of Evernote. In 2013 and 2014 I posted here about how I wanted to give Evernote a(nother) try to help me organize certain aspects of my genealogy research. Well, it’s two years later and I’m happy to report that I am actually using Evernote to help organize a bunch of things in my life, including certain aspects of my genealogy research. I’ve become a big fan, though no one would describe me as a power user.

I thought it might be helpful to some people for me to describe how I’m using it for genealogy. Before I do, though, I want to emphasize that this isn’t the best way or the only way to use Evernote. It’s just the way I’m using it. And it will no doubt evolve.

So here’s a source list of ways I use Evernote in my genealogy life:

  1. Research log. I have a very simple template in Evernote in which I jot down what I’ve researched that session. Full disclosure: I don’t do it each and every session; I just do it when it feels right. Evernote makes it very easy.
  2. Genealogy task list. I have a notebook (in my Genealogy stack) called Genealogy clues/puzzles to check out. That’s where I make note of the things that come up that I don’t want to explore at the moment. I helps me stay focused on the task at hand.
  3. Source documentation project. As I described last month, I’m systematically reexamining all my sources in Reunion, verifying them, checking citations, ensuring that I’ve gleaned all the information I can out of them and adding images of each source to the citation. I keep the list in Evernote and check it off as I go.
  4. Keeping track of resources. I have a notebook called Genealogy resources where I clip interesting websites. Do I go back and look at it a lot? Not so much. But when I do there are usually some treasures in there. And clipping it means I don’t have to try to remember it, which frees up my mind.
  5. Genealogy travel. When I’m planning a research or cemetery trip, I keep notes about hotels, logistics, things to remember to pack, etc.
  6. Blog post ideas. I jot down ideas for this blog and my organizing blog when they occur to me. I consult it when I don’t know what to write. Which is quite often.

I don’t store my genealogy research in Evernote. After the 2015 National Genealogical Society meeting where I heard a detailed talk on using Evernote for genealogy, I briefly tried storing images of the genealogy documents I’d downloaded (census records, vital records, etc) in Evernote. I abandoned that as too labor intensive (though I can see the sense in it because it makes those documents exquisitely accessible). Instead, I attach those documents to the source citation in Reunion on my Mac.

In short, Evernote has become indispensable to me. It’s my go-to place to store and retrieve all manner of things (and I use it a whole lot for non-genealogy purposes as well). I pay for the premium version, so that I can access it when I’m not online. The price for the premium version just went up from $50 to $70 a year. I like it enough that I didn’t even consider not renewing because of the price hike.

Evernote is such a robust platform that I know I could be taking better advantage of it. And in a year I might be using it entirely differently. But right now it’s meeting my needs quite nicely.

How do you use Evernote for your genealogy research?

Preparing for my repository trip

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Preparing for a genealogy research tripOn August 14, less than two weeks from now, I leave for my week-long research excursion to the Allen County Public Library Genealogy Center in Ft. Wayne, Indiana, a six-hour drive from my home in St. Louis. This is a National Genealogical Society research trip. I paid $750 (including hotel) and I am really excited to get my money’s worth!

I know I need to spend some time preparing so that my time there is well spent. With all the possibilities of things to research, narrowing it down is one of my biggest challenges. I went to a talk at the Midwestern Roots Family History and Genealogy Conference earlier this month on preparing for a repository trip (see my last post), so I have a game plan. After hearing that talk, as well as a talk on the library’s holdings, I’m planning to focus my research on one locality. I have a cluster of ancestors who lived in Kentucky in the 1800s to early 1900s. I’m going to focus on McLean and Muhlenberg Counties.

I have a multi-pronged approach to this research preparation:

  • Searching the library’s holdings for information on this locality and adding to a spreadsheet of specific books and microfilm rolls I want to look at.
  • Making sure the items I’ve found aren’t readily available on the internet, so I know my time at the library is spent looking at resources I can’t readily find elsewhere.
  • Looking through my existing research for holes, mysteries, and clues I could explore at the library. I’m adding those to a separate sheet on the spreadsheet. I won’t necessarily ignore non-Kentucky mysteries, but I’ll put them lower on my priority list.
  • I also plan to go through my paper files for those ancestors to make sure there aren’t any resources there that I didn’t manage to get on my hard drive. I’m thinking that I’ll take along my computer, but not my paper files, so I’ll try to scan and file anything I’d missed.

That’s a pretty labor-intensive list for two weeks but I’m trying to do a little each day and also spend more time with it on the weekends. I know that any effort at all will be beneficial, even if I don’t get to all of it.

I love the idea of homing in on one locality. That’s helping me stay focused and not feel overwhelmed.

Do any of you experienced researchers have any advice for me that you’d like to share?

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