Organize Your Family History

Stay focused and happy while exploring your roots

Folders or binders?

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binderAs I revealed in the post To Print or Not to Print?, I have a penchant for printing out documents I find online. I’m trying to get myself to download, rather than print online documents, but for the moment, I’m doing both. (I consider this a transition period.)

In any case, when you’re in the habit of printing papers out, you have to figure out how to store them so you can find them. When it comes to organizing genealogy papers, there are two popular options: file folders or binders.

I’m curious, if you’re a paper person, which do you use–and why?

I fall squarely in the file folder camp. This is true for me for all my papers, and here’s why. I think it’s just so much easier to file into a folder than it is into a binder. And the easier it is to file, the more likely it is you will file.

If you’re using binders to organize and store your papers, there are many steps:

  1. Pull the binder off the shelf
  2. Open it to the right place
  3. Open the rings
  4. Either punch holes in the paper or put in a sheet protector
  5. Close the rings
  6. Move all the open papers in front of it over the new paper
  7. Close the binder
  8. Put away the binder

By contrast, with file folders, there are fewer steps:

  1. Open the file drawer
  2. Locate the file
  3. Open the folder (which might or might not entail taking it out)
  4. Drop the paper in the folder

In my experience as a professional organizer, papers meant to go into binders tend to pile up. (Actually, I do that–I keep my dog’s vet records in a binder, for some reason, and I have a large stack of papers that need to be punched and put in the binder.)

But I know some people love to use binders for genealogy research.

Please share: What’s your favorite way to store and organize your genealogy papers?

Making time for family history research

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I love doing family history research. I really do. I’m also trying to figure out ways to integrate it into my organizing business, so technically it’s work. So why haven’t I done it in more than a week?

I can make excuses for why I haven’t made time to do any research. A week ago I returned from a week-long trip and I jumped right back in to full client load. My desk is a mess. (Embarrassing, but true.) But here’s the thing: since I’ve been home I’ve managed to catch up on most of the TV shows I recorded in my absence. I finished reading a book. I watched a couple of college basketball games.

It really does come down to priorities. (Priority management is a more accurate phrase than time management.)

As I contemplated the fact that I frequently close up shop and leave my desk for the day before I do any research, I realized a few things:

  • The messy desk really does get in the way. (Note to self: Clear it off every night like you used to!)
  • The time I thought I’d try to do it every day, 5 pm, isn’t conducive. Now that it’s winter, it’s dark at that time. I like a lot of light when I’m squinting at old handwriting.
  • If I’m running late trying to get the rest of my work done, I continue working past 5 pm and research is sacrificed.
  • I need to make it very, very easy to start doing the research. One way I might do that is to outline for myself at the end of each research session what I want to research at the start of the next one. Then it’ll be as simple as grabbing a file from the cart stored in a closet a few feet away, rather than rolling out the whole cart. And it gives me immediate focus.
  • I need to examine my priorities for my time and see where this research fits in. Is it more important than keeping up with social media or whittling my inbox down to zero? If so, I should do it before I do those daily tasks.
  • It’s important to recognize that I don’t need hours at a time to do research. As little as 30 minutes can glean some great results.

The process of writing this blog post has given me new resolve. I have a lighter day tomorrow and I’m going to make sure I do some research, earlier in the day. And I’ll make a note at the end of the session about how I want to start the next session.

I think I’ll take a few minutes to clear off my desk right now.

Organizing genealogy records on my hard drive

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I have to admit I’m a little loosey goosey when it comes to organizing my hard drive. I use a Mac, which has marvelous search capabilities, so when I find a file, I typically do a quick search, rather than drilling down through file structures, like I used to do on Windows machines.

But when it comes to my genealogical research, I’ve decided it’s time to reform myself. It started when I started trying to get my head around the notion of saving images of documents (like census documents), rather than printing them and putting them in my paper file. I think for the moment, I’ll probably do both, until I can let go of the thrill I get by holding the papers in my hand. (I blogged about this recently, in a post called To Print or Not to Print?)

I also want to be able to help clients organize their genealogy, both paper and electronic, and I realized I really should practice what I preach. But when it came time to figure out a file structure I started feeling that familiar overwhelm creeping in. Then I noticed a little perfectionism too. What if I set up a less-than-optimal system?

I figure any system is better than no system. But the point became moot because this weekend I came across the marvelous website Genealogy Tools and its accompanying YouTube Channel. I watched a five-part video screencast series from Genealogy Tools guru Ben Sayer on creating a genealogy folder system for the Mac, in which he shared exactly how he does it. (He has Place folders and Surname folders.) In the video he detailed his file naming protocol, which is nice and simple. In my book, simple is good.

That liberated me! His system looks great, so I’m going to adopt it for myself. I haven’t taken the time to revamp my current file names, but today I had the chance to jump right in. I’m away from my paper files and I found an ancestor on the 1850 U.S. census. I made a folder for her and saved the census image in that folder. Time will tell whether I feel the compunction to print it out and put it in her file folder.

In the coming weeks, I intend to clean up my Genealogy folder on my hard drive and get into the practice of saving documents in an organized manner.

My electronic file system has evolved a great deal since 2013 when I wrote this post. In 2021 I published an Orderly Roots Guide called How I Do It: A Professional Organizer’s Genealogy Workflow that provides detailed information on how I organize my own genealogy research, which is now 100 percent digital. It is 37 pages and is available for $19.99.

To print or not to print?

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questionmarkI admit it. I like to print out source documents I find online. When I see a census record for an ancestor, for example, I have an overwhelming desire to print it out and put it in that ancestor’s paper file. That system has worked well for me, though of course there’s potential for all those printed records to take up a lot of space.

Yesterday, I was listening to Lisa Louise Cooke’s Genealogy Gems podcast, specifically the Digitize, Organize, and Archive episode in which she interviews Denise May Levenick about organizing family memorabilia and genealogy records. Listening to that, I was inspired to take their advice and try to squash my compulsion to print and instead save these documents as pdfs.

I thought I’d do that today, but I’m realizing that I take some comfort in having paper records. I know my house could catch on fire and the records would vanish. But I think I have more faith in my house remaining unburned than I do in my hard drive not failing. As I’m typing this, though, I know that’s not the true reason. (I back up to an external hard drive and I have an online backup service.) I think the real reason is that my paper files are more organized than my electronic genealogy files.

Saving pdfs rather than printing would require me to clean up my electronic act. And that would be a good thing. As I see it, I’d need to come up with a good naming system and file hierarchy. I’m a Mac user and I typically rely on its excellent search functionality to help me find what I need on my hard drive. But I can imagine that pinpointing specific records in a search might be more difficult.

One advantage I can see to saving these documents on my hard drive is that sometimes I’m doing research in the absence of my paper files. I might be using my laptop upstairs, while my file cart resides downstairs. I might be at a library or a conference. I can certainly see advantages to saving, not printing.

So I’m going to continue printing, but only until I get my head around doing a better job with organizing my hard drive. (Step 1: Read Denise May Levenick’s book, How to Archive Family Keepsakes, which offers information on file naming protocols.) Once I clean up my electronic genealogy files, I think I’ll try saving, rather than printing, and see if I can feel comfortable.