Organize Your Family History

Stay focused and happy while exploring your roots

Document everything

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Document everything in your genealogy researchReason number 33,662 that you should document everything in your genealogy research: You can’t rely on your memory.

Today, I was trying to verify which ancestor of mine had fought in the Civil War as a substitute. I remember finding his records on Fold3.com and seeing the document that designated him as a substitute for an individual of means who could afford to pay my ancestor to fight in his place. I thought it was Benjamin Franklin Igleheart, my great-great grandfather. But when I looked at his record in my software, I found no notation whatsoever about that.

At least I remembered having found a substitute soldier, even if I couldn’t remember who it was. So I looked through the records in Reunion of all my male ancestors who were born at a time where they might have served. Nothing. I tried searching on Reunion but got nowhere. So I finally walked across the room and pulled out B.F. Igleheart’s paper file. There it was: all the info that I had printed out, but not otherwise documented. Bad researcher!

If I had finished going through the paper files of the Adams ancestors, I would have found this info and documented it. But that process probably won’t be finished for quite some time.

I’m so glad I have committed to documenting everything by entering information into my software, with source citation, and creating electronic files of the digital images of the documents. I am conforming to my file naming convention and I’m tagging the digital files so I don’t have to have my papers file to find something.

I used to believe that I would never forget certain facts I’ve learned through my genealogy research. As those facts add up (and my research grows), I know that’s just simply the case. Now all I have to remember is to enter everything into my Reunion software and tag and properly file all my electronic files.

End-of-the-quarter evaluation

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brownfanchartAt the beginning of the year, I put together a research scheme in which I would focus on researching (and organizing the research) one branch of my family each quarter. The first quarter ended yesterday, so I thought it might be a good idea to report how it went.

Overall, I’m pleased. The first quarter of 2014 was devoted to my father’s father’s side of the family, the Adamses. Knowing which family I was researching kept me focused, which was terrific. The downside is that I certainly didn’t finish researching that family (like I ever would), nor did I finish organizing the Adams research that I had uncovered in the past. But that’s okay, because I can pick it up again in January 2015. And, of course, I can work on it whenever I want–my plan isn’t a law, after all.

So now that it’s the second quarter, I turn my attention to the Browns, my mother’s father’s side of the family. That’s timely for a couple of reasons. They’re a midwestern family for a number of generations back and I am paying a visit to the Midwest Genealogy Center in Independence, Missouri, next week (!). Also, there is a Brown Family Reunion in June, so I’ll be extra motivated to uncover and organize my research so I can share it with cousins.

I’m kind of excited to switch the focus of my research. I’d gotten the easy stuff out of the way with the Adams family and of course when it gets more difficult, it requires more patience. So switching gears is quite welcome.

I think it’s a little early to proclaim my quarterly research scheme a success, but at this point I can certainly imagine doing it again next year!

Don’t let the backlog get you down

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Metadata can make digital files more searchable

Metadata on my GGGF’s death certificate

Lately I’ve been thinking about the backlog of electronic files that I should tag with metadata and that I should rename for consistency and ease of access. (I wrote about that in this post, It’s all about access.) When I think about doing all that, I get overwhelmed. And then I don’t want to do any of it.

I realized though, that I don’t have to wait until the backlog has been completed to start establishing new patterns with new files that I save. It’s just like I tell my clients who have an overabundance of accumulated mail in their homes: They don’t have to go through all the old mail before figuring out how to handle the new mail.

So starting today, I’m creating a simple file naming system for individual files. (I think it’s going to be Year-Document Type-First Name-Last Name). And all new files will be named accordingly.  I’ll also work on creating the habit of adding metadata immediately after saving a file. So my new files will be in good shape and I won’t be adding to the backlog. At the same time, little by little, I can work through my backlog of files and change file names and add metadata tags. I can do it systematically. And I can also just edit the file name and add metadata every time I find myself accessing a file.

One of my personal mantras is “Let it be easy.” This feels like an easy approach to a project that’s been causing me a little stress.

Edited in 2017 to add: I actually settled on a slightly different file name convention. It’s Year Document Type-Name-Location. For example, 1943 Death Certificate-Elmer Adams-Olympia, WA.jpg

It’s all about access

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wheelerfilefolderTo me, being organized is about having access to your stuff (and information). Often that means accumulating no more stuff than you can easily store. So I spend a lot of my professional life helping clients declutter before creating organizing systems.

When it comes to organizing your genealogy research the same principle applies. It’s really nice to have a neat workspace. But what’s really meaningful is easy access to your information, both physical and electronic. What does this mean?

  • Having a solid file structure for electronic files
  • Having an excellent file naming strategy for electronic files
  • Using metadata for electronic files
  • Creating a habit of adding  metadata and sticking to your file naming strategy
  • Actually filing paper, rather than putting it in piles
  • Carefully considering file folders versus binders for genealogy papers
  • Getting rid of any unneeded duplicates
  • Thinking about how you will access (not just file) information when you set up your organizing system

As I think about this for my own research, I realize I really need to work on my file naming. I’ve done a good job with my electronic file structure, but my names aren’t standardized (as you can see in the photo with this post). By either improving file names or adding metadata (or both) I could more easily use the search function on my MacBook.

For me, having all my research data available on my MacBook is an important goal. I’m still in the process of marrying my electronic and paper files and know when I finish this process, my research will be completely accessible (and portable). That is what I call organized.