Organize Your Family History

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Update on my paper busting

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At the end of last month, I confessed how I’d found a stash of unfiled genealogy-related documents and vowed to go through them for 30 minutes a day until they were gone. I also had a rather large library of genealogy journals I want to at least skim.

In the comments of that post, a number of you said you’d join me in this paper-busting challenge. I thought I’d write a post today to let you know how it’s going for me and ask how it’s going for you.

Overall, for me, I’d say the challenge has been very worthwhile. I went out of town on the 15th, but before that I did manage to go through paper every day, though some days it was for as little as 15 minutes. I managed to resist going down rabbit holes or chasing bright, shiny objects that appeared while I did this. I kept my eye on the prize.

The best part is that I’ve kept very little paper. Much of my time has been spent making sure that I either already had downloaded the documents I had on paper (particularly those from the fat envelope sent to me by the Alabama Archives) or looking for and downloading easier-to-read copies of those documents.

So I scanned a few papers but I recycled the vast majority of them. I’m almost finished with the loose paper, but I still have all those journals to go through. I’m fairly confident I can finish by the end of the month.

I’m here to tell you, this feels great. And I’m so glad that most of the time I don’t have to deal with much genealogy paper. As I mentioned in a post last week, this project has been making me appreciate my digital lifestyle!

How They Do It: Lisa Alzo

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It’s back! I’ve  turned my attention back to my How They Do It series and and delighted to present this interview with Lisa Alzo. Lisa is a genealogy writer, lecturer and researcher who is very popular on the genealogy speakers’ circuit–I’ve had the pleasure of hearing her speak on several occasions. Among the many topics Lisa writes and speaks about is organizing genealogy research, so naturally I’ve been drawn to her! Lisa is a specialist in eastern European genealogy and is the author of ten books, including The Family Tree Polish, Czech & Slovak Genealogy Guide and Baba’s Kitchen: Slovak and Rusyn Family Recipes and Traditions, 2nd edition. She’s also written numerous articles for genealogy magazines.

How They Do It - Lisa AlzoHow They Do It: Lisa Also

How long have you been doing genealogy? 

30 years

What’s your favorite thing about being a genealogist?

No matter how long you have been researching, or how many ancestors you have found, there is always someone or something new to discover.

What’s your biggest challenge when it comes to organizing your genealogy?

Filing papers/documents. I am trying to move into a more paperless system.

What is your favorite technology tool for genealogy?

Tie: Trello for organizing ideas and projects and Scrivener for writing family stories.

If you were starting out new as a genealogist what would you do differently?

Not start with a female ancestor (I began researching my maternal grandmother) because females are more challenging to trace.

Do you keep a research log? If so, what format?

Yes. I use an Excel spreadsheet.

How do you keep track of clues or ideas for further research?

I create research boards in Trello.

How do you go about sharing your personal research with cousins or other interested parties?

Through my articles and I wrote a book about my family, Three Slovak Women. I write the blog called The Accidental Genealogist (started in 2006).

What’s the most important thing you do to prepare for a research trip?

I use Finding Aids whenever available to learn what materials are available at a library or repository and the procedures for access.

What’s your biggest piece of advice to genealogists in terms of organizing their research?

Break the tasks into smaller, more manageable pieces and find a system that works for you and stick with it.

Do you have a dedicated space in your home for doing genealogy research? What’s it like?

I have a home office because I am self-employed. But, because I travel so much to speak at conferences I often do a lot of my research on my MacBook Air – so my space is really my computer.

Do you have anything to add?

Genealogy is one part skill, one part persistence and one part serendipity. My genealogy motto is: Be serious about your research, but have fun doing it!

I absolutely love that genealogy motto! And I’m intrigued with her use of Trello, which I’m using more and more. Thank you, Lisa, for taking the time to share your insights. You can learn more about Lisa and her work at her website, LisaAlzo.com. Be sure and check out her blog, The Accidental Genealogist as well!

On Thanksgiving, we’re creating history for our descendants

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Two years ago, I wrote this Thanksgiving post. I ran it again last year and now I’ve decided to make it an annual tradition. Enjoy!

This Thanksgiving week, I’ve been thinking about how the ordinary lives of my ancestors are endlessly fascinating to me. As I slowly plow through my great great grandfather’s Civil War pension file, I get very excited when I come to a form he filled out 125 years ago that has a little extra information in it (like the names and birth dates of his children). Any peek into what his life was like is a special treat.

It got me thinking about how mundane aspects of our lives today might be really interesting 100 years from now to the people below us on the family tree.

Of course, we fill out fewer paper forms now. And genealogy will probably look very different in the twenty-second century. But I think photos and records will always be valuable.

This year, as we celebrate Thanksgiving (or really just go about our lives), we have the opportunity to create history for our descendants. We can be mindful of our legacy as we’re taking pictures. We can take care to label them (or add metadata to digital photos) so future generations know who the people in the photos are. We can do oral history interviews and carefully preserve them with labels for future generations.

If you have older relatives around your Thanksgiving table, I urge you to ask questions and preserve those conversations for generations to come (as well as for your own genealogy research). I sure wish I had. Wouldn’t it be great to put your hands on a recorded interview with one of your ancestors? You could be the person making that possible for your descendants.

Thanks to smartphone technology, it’s so easy for us to record conversations and take videos. Let’s do that while we can and mindfully tag and back up those recordings. (And hope that the medium will still be readable decades from now.)

As much as I urge my organizing clients to part with paper or other items that don’t serve any purpose any longer, I do sometimes encourage them to hang on to documents or photographs that might be of interest to their descendants. I encourage you to be mindful of that and store those items that so that they might be passed on to family-history-minded descendants when you pass.

Remember: Every day we have the opportunity to create history.

Photo by Robert and Pat Rogers via Flickr. Used under Creative Commons License.

Searcher vs. researcher

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Genealogy searcher vs researcherI’ve been thinking a lot lately about the difference between being a genealogy searcher and being a genealogy researcher. It’s so much fun to go online and track down documents and attach them to a tree or download them. (I know some people like to print them, but not me.) Because so many searchers attach documents to Ancestry trees without evaluating them we end up with an alarming number of inaccurate trees there.

That’s being a searcher. In my opinion, we’re not really researchers unless we analyze the documents we find so that we know they pertain to the person we’re researching, then go through them with a fine-toothed comb, extracting information and storing that data somewhere–with a source citation.

As I’ve written in my post on how I process a downloaded document, I have a digital workflow for the documents I find online, after I determine they belong to my ancestor. In short, I create a source citation and analyze and extract all information from the document and enter that information into my genealogy software. (I use Reunion). I then file the document. On a good day, I process each document as soon as I find it. That’s always my goal.

But the reality is that, especially since I tend to research in short spurts (like 30 minutes a day), I sometimes end up with documents on my hard drive that I’ve downloaded but not yet processed. That’s been happening a lot recently. I’m a little embarrassed to admit it, but I have over 100 documents that I have downloaded that are hanging out on my hard drive, waiting for me process. (At least I changed the file name when I downloaded the documents, so I know at a glance what they are.)

The thing is, these documents won’t do me any good until I process them. I need to read and analyze them and add all facts (with source citation) to my genealogy software in order to benefit from them. But it’s so hard to resist searching, especially when search possibilities pop to mind as I read the downloaded documents.

I want to be a researcher, not a mere searcher. So here’s my vow:

Until the backlog is gone, I will not download any more genealogy documents to my hard drive. I also won’t go to any libraries and bring home paper documents. When searches pop to mind, I will store them in the appropriate follow up notebook in  Evernote to look at when the backlog is gone.

I’m hoping to take a research trip to Kentucky in October. This adds extra urgency to my resolve to get rid of my backlog. You can bet I’ll post here when the backlog is gone!

Do any of you have this particular challenge? Let me know if you’d like to join me in resolving to do no more searching until your backlog of documents you’ve already found is gone. I’d love the company!