Organize Your Family History

Stay focused and happy while exploring your roots

Four genealogy habits to create now

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I’m a huge fan of creating beneficial habits. When you have a habit going, it becomes automatic–at least for awhile! And when that happens, life gets easier. (You might enjoy listening to Episode 22 of the podcast I co-host, Getting to Good Enough, called Creating Helpful Habits.)

I got to thinking about the genealogy habits that benefit me and four jumped to mind. Your future self will thank you if you do these four things every time you research:

  1. Rename the files you download. Having a consistent file-naming protocol will help make sure you don’t lose valuable documents on your hard drive. (See this blog post if you’re interested in my file-naming protocol and folder structure.)
  2. Process each document right after you download it. By process, I mean extract all the data from it and enter it in your genealogy software. Be sure to create a source citation (see #3 below). If you do this, you won’t have an ever-present backlog of unprocessed documents nagging at you. And you get to further your research!
  3. Create a source citation for every document and assign a source to every fact. In my genealogy life no fact goes into my database (I use Reunion) without a source citation. That’s how I know I can trust my research. (And so can other people.)
  4. Log your research during each session or, at the very least, write out your next steps. It is so useful to be able to pull up your research log and see where you left off. It eliminates that overwhelming question, “What should I research today?” (Here’s a post on my very informal research log.)

The good news is that while these habits are important, they’re not hard. I encourage you to work on creating great genealogy habits. It can take some of the frustration out of the research process. You want your genealogy research to be as frustration-free as possible!

For detailed information on how I organize my own genealogy research, check out my Orderly Roots Guide, How I Do It: A Professional Organizer’s Genealogy Workflow, available for $19.99.

Two-part program on Zotero for genealogy starts tomorrow

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Reader Donna Cox Baker is an enthusiastic advocate for using the tool Zotero to organize genealogy research. She wrote a guest post about it for this blog and also described it in her How I Do It interview from 2018.

So I was interested when I received an email yesterday from about a two-part program that Donna is teaching for the Bucks County (Pennsylvania) Genealogy Society (BCGS) called “Zotero for Genealogy: Harnessing the Power of Your Research.” The first part is tomorrow, February 4, from 10 am to 12 pm eastern. The second part will be on March 4. Donna says, “Part I will be about the essential core of Zotero and why genealogists need it. Part II will be about various creative ways I’ve expanded on the Zotero basics to make it a real powerhouse tool–such things as timelines, map legends, ticklers, research planning, thought mapping, and more.”

I still haven’t explored Zotero, so I’m interested in watching her programs. The fee is $10 per workshop for non-members of BCGS and $5 for members. The presentations are being recorded and will be available, to members only, for 30 days. I’m not able to attend live tomorrow, so I elected to join the Bucks County Genealogical Society for only $20 and then I’ll have $5 access to the two workshops (and any future workshops in 2023.) It’s worth it to me to pay an extra $10 for access to the recordings for 30 days.

If you’re interested too, go to this page on the BCGS website to learn about the program and this page to register as a non-member. If you’d rather join first, you can read about membership benefits or skip right to the online membership application form. It’s worth noting that when I joined this morning, I did not instantly gain access to registering for the program at the members’ rate. (I’m waiting for a welcome email with a login.) So if you’re planning to go this route, you might want to join today rather than waiting for tomorrow.

Motivated by a little star

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I’m in the midst of this month’s 30 x 30 challenge, where I’m trying to do 30 minutes of genealogy research a day. I’m also trying to whittle my backlog of unprocessed documents down and to remember to enter my work in my research log each session.

I’ll be posting a mid-month update next week, but today I wanted to tell you about a little tweak I made to my workflow that has proven to be very helpful in getting to me use my research log.

Four or five years ago I created a spreadsheet where I can keep track of my backlog and also log how many minutes I researched. I usually use this spreadsheet during 30 x 30 challenges and I just start a new tab for each challenge. (You can read more about this spreadsheet in my post Keeping track of my backlog busting from a year ago.)

This year I added a column where I place a little star after I log the day’s research. It’s crazy to me how rewarding having that little star is. (You can see it in the close-up above.) It not only provides a visual reminder to log the session log, but it also gives me a little jolt of happiness because I’ve earned a star.

I love it when I can come up with easy way to motivate myself!

 

Free organizing class offered by NYG&B next week!

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January 9 to 13, 2023 is NYG&B Week! That week, the New York Genealogical and Biographical Society is offering a week of “interactive talks, lectures and opportunities to digitize your own financial history.”

I was excited to see that the week kicks off with an organizing talk by certified genealogist and certified genealogical speaker Julie Miller. I think Julie is a terrific speaker and I was so pleased when she agreed to be interviewed for my How They Do It series, back in 2021.

D. Joshua Taylor, one of the other presenters is also a great speaker and How They Do It interviewee. I’m not familiar with Susan Miller, but I look forward to learning from her.

Here’s the lineup of events for NYG&B week:

  • Four Essential Building Blocks to Organizing Your Genealogy from Julie Miller at 7 pm eastern on Monday, January 9 (online only)
  • Onsite Research in New York, presented by Susan Miller at 5 pm eastern on Tuesday, January 10 (online and in-person)
  • Live Q&A with D. Joshua Taylor and Susan Miller at 4 pm eastern on Wednesday, January 11 (online only)
  • Preserving Your Digital Family History Materials presented by NYG&B President, D. Joshua Taylor at 6 pm eastern on Thursday, January 12 (online only)

In addition, if you’re in New York, you’re invited to bring your family records to the NYG&B each afternoon that week (January 9 to 13) and use their high-speed scanners to digitize them.

All these events are free of charge. Visit the NYG&B Week events page for descriptions and for links to sign up for each.

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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.