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Organize Your Family History

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How They Do It: Diahan Southard

April 7, 2017 By Janine Adams Leave a Comment

I’m so happy to present the fourth installment in my How They Do It series, in which I ask well-known genealogists how they organize their own research. The series runs the first Tuesday of each month, though this week I forgot! (Yes, even professional organizers mess up their schedules sometimes.)

This month I interview Diahan Southard, Your DNA Guide. Diahan is an expert in genetic genealogy and is a regular speaker at genealogy conferences. She manages to make the confusing topic of using DNA in genealogy understandable, no small feat, in my opinion. I’ve  had the pleasure of doing a consultation with her about my own autosomal DNA results, which was a very valuable experience! For this interview, we focused on Diahan’s genetic genealogy research.

How They Do It: Diahan Southard

How long have you been doing genealogy?

I have been involved in genetic genealogy since the beginning, so about 17 years.

What’s your favorite part of doing genetic genealogy?

My favorite part about genetic genealogy is the unexpected tangible connection that I feel with my DNA cousins that I have never met.

Do you consider your genealogy research well organized?

I honestly spend more time helping others than I do on my own research at this point, so while I feel like I have some good organization in the DNA realm, I know my traditional research could use some help.

What type of software do you use for organizing your genetic genealogy research?

Each testing company does offer some limited means for keeping track of your matches in the form of notes. When I look at a match, I just make a quick note in that person’s profile about what I did and what I found, especially if I was able to find the common ancestor. This makes it easy for me to remember when I go back weeks later.

Do you have a tree on Ancestry? If so, is it public or private? Why?

I do have a public tree on Ancestry as it gives me access to all of the best genetic genealogy tools at AncestryDNA. With a public tree I get access to the DNA circles and New Ancestor discoveries features, as well as the shaky leaf hints. Having my tree public also allows me to take advantage of other people’s research time, meaning that my tree is out there for them to peruse so that my DNA matches might be able to identify our connection even if I haven’t had a chance to look yet.

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

The biggest challenge in genetic genealogy is figuring out what to do with all of those fourth cousins! Most of us have so many. The best thing to do is to pull your Best Matches out of the longer list and focus on those. Your best matches have shared surnames, shared locations, or are your best genetic matches.

What’s your biggest piece of advice to beginners in genetic genealogy in terms of keeping track of their research?

If you are just getting started in genetic genealogy, please don’t get overwhelmed by the more experienced people telling you that you HAVE to have this fancy tool or you HAVE to transfer your data to another database. Spend at least a year getting to know the database you were tested in and don’t worry about anything else for now.

What do you think is the most important thing for people to do to stay organized when it comes to family history research?

Stay focused on one goal. Don’t get distracted by other shiny objects.

If you were starting out new in genetic genealogy what would you do differently?

I would test more of my ancestors before they passed away. If you have parents or grandparents, or aunts or uncles still around, go order them a DNA test!!

Do you keep paper or electronic files (or both)?

All my genetic genealogy is electronic.

Do you use Evernote, One Note or any other electronic organizing system for your genealogy? If so, how do you use it?

I do use Evernote to clip particularly helpful articles or charts to help me make sense of my genetic genealogy results. I also use it to save screenshots of DNA circles and New Ancestor discoveries, or important matches.

Do you have anything to add?

While the ins and outs and ups and downs of genetic genealogy can take you down many paths with many twists and turns, keep in mind that it really comes down to a simple concept: if you share DNA, you are family.

Diahan obviously has a lot to teach those of us struggling with knowing what to do with our DNA results! I really love her advice to stayed focused and to spend a year getting to know the database you’ve tested with before branching out to other databases or trying new tools. And, of course, her advice to test your older relatives now, while they’re still with you, is so important.

Filed Under: Challenges, Excitement, Genealogy tips, Organizing Tagged With: Diahan Southard, dna, How They Do It, organizing aids

It’s Organize Your Home Office Day!

March 14, 2017 By Janine Adams 5 Comments

Thanks to an email from Thomas MacEntee, who is so organized he’s always on top of things like this, I learned that today has been named Organize Your Home Office Day.

In that email, Tom sent out a great list of resources for organizing your genealogy space. I am so grateful that Organize Your Family History is included on that list!

So, in honor of Organize Your Home Office Day, I challenge you today to look around your home office (genealogy or otherwise) and assess the following:

  • Are there stray papers that could be filed?
  • Do the items that are stored on your desk deserve to be there?
  • Do you have post-its or notes pinned to a bulletin board that have aged out?
  • How are you doing on office supplies? Are you about to run out of anything?
  • Do you have any shredding to do?
  • Can you put away items that belong in other rooms?

If you can say yes to any of those questions, I encourage you to pick three of them to address right now.

I’m convinced that most of these tidy-up type of projects take much less time than we expect them to. And they reap big benefits.

Two weeks ago, a TV reporter came to my home office to interview me for a story on paper clutter. (I’d post the link, except I haven’t found one yet.)

Looking at my office through his eyes, I saw all sorts of items that had made their way into the space that I’d barely even noticed. You can bet I put a little effort into tidying up my home office before he arrived. (I even bought some flowers!) That’s a picture of my desk that morning at the top of this post.

True confession: My desk looked great that day but as I look it this morning, two weeks later, it doesn’t look so great. As soon as I post this, I’m going to set a timer for 15 minutes and try to get it back into shape before the timer goes off. I think I’ll succeed. The place looked ship shape within ten minutes!

Even if you’re not reading this on March 14, I encourage you to do this assessment of your office and then take action for just a little while to address a few things on the list. Because really, every day can be Organize Your Home Office Day, can’t it?

Filed Under: Challenges, Organizing Tagged With: organizing aids, Thomas MacEntee

How They Do It: Michael Lacopo

March 7, 2017 By Janine Adams 16 Comments

I’m excited to present the third installment of my How They Do It series, which I publish on the first Tuesday of each month.  For this series, I’ve reached out to genealogy luminaries whom I admire and asked them to talk about how they organize their own genealogy research. If you missed the first two Q&As from the series, with Thomas MacEntee and Denise May Levenick, please check them out!

Today’s Q&A is with Michael Lacopo, known to many for his Hoosier Daddy blog. Michael is a professional genealogist, a non-practicing veterinarian, and a thoroughly enjoyable (and knowledgeable) lecturer. I’ve had the pleasure of hearing him speak at several genealogy conferences.

I found myself nodding a whole lot when I read his responses to my questions. I agree with his advice (and I especially agree that you are organized if you can find what you’re looking for). I love that he, like me, uses Reunion. I hope you enjoy this interview as much as I did!

Q&A with genealogist Michael LacopoHow They Do It: Michael Lacopo

How long have you been doing genealogy?

I started doing genealogical research before I knew there was a name for it. I had a bunch of great-great-aunts, and I was always asking, “HOW are they my great-great-aunts?” So I was making basic trees as long as I remember. In 1980, I found a book at the library about genealogy and realized there was a name for what I was already doing. I was a nerd child. I still am.

What’s your favorite part of doing genealogy?

I love the problem solving; the analysis. I am drawn to the most difficult research quandaries that nobody else has solved.

Do you consider your genealogy research well organized?

I can mostly find what I am looking for, so I would say yes…. mostly.

What type of software do you use for organizing your genealogy research?

I am asked often about software for a great number of genealogical tasks, and frankly I don’t use a lot of programs. I am a Mac person from way back, so I use Reunion as my family tree software. Since the note field for each individual can hold an infinite amount of characters, I tend to keep my notes, research logs, and source citations within that program. When I want to make timelines or spread sheets, I used Microsoft Word or Excel. I keep it simple.

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

As stated above, my log is mostly kept in my family tree software. I also have separate surname files in Mac Mail, so any correspondence regarding a certain family is kept in easily sorted files within my mail program.

Do you have a tree on Ancestry? If so, is it public or private? Why?

I have a very basic tree on Ancestry that is public.

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

Sheer volume. I am constantly downloading, searching, creating, note-taking, etc. People are appalled at the sight of my computer desktop, as any new material I am working on or have obtained goes there before I put it into computer files. I wish I could say I am an “organize as you go” kind of person. I am not. I tend to do a lot of my organizing when I am sitting on long flights or in airports on layovers.

What’s your biggest piece of advice to beginning genealogists in terms of keeping track of their research?

I try to preach the five-step mantra of the Genealogical Proof Standard, and not just for problem solving, but for genealogy in general. One of those is accurate and complete source citations. I try to tell beginners this is the drudgery of genealogy – making sure you always note your sources and what you found and what you DID NOT find. Organization is a very individualistic thing, so I don’t care how you organize it or file it or retrieve it… just make sure you DO it.

What do you think is the most important thing for people to do to stay organized when it comes to family history research?

Well, I should say “organize as you go,” but I just confessed that I don’t do that very well, so I can’t very well preach what I don’t practice. It may be a bit off the topic of the question, but I urge genealogists to be more than “information collectors.” I want them to be be “information analyzers.” Having 100 pieces of information on your ancestor John Smith means nothing unless you can interconnect those 100 pieces and make sense out them, or let them lead you to new information. No matter how you organize, make sure you keep sight of the fact that your connecting, not just adding to. Timelines are a great way of doing this.

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

I’d probably do what I already preached above. I would document, document, document. There are so many times I will come across a date or a name I added to my family tree decades ago, and I will think, “How do I know that?” There is no documentation. No source citation. The same goes for negative findings. You have to keep track of what you looked at and what it did NOT tell you as well. That will keep you from looking at the same thing again long after you have forgotten you have already looked there! I think it is also important for genealogists to make notes regarding the sources they use that are more physical and descriptive in nature. This is not intuitive, and it is something I do not hear taught very often. For example, is it a typescript or is it hand-written? Is it chronological or alphabetical? Are there pages missing? Is coverage complete or spotty? Is it indexed or did you read it page-by-page? Is the handwriting different or uniform throughout? Trust me, these are things that DO make a difference in your analysis, and you WILL forget them years later unless you write it down.

Do you keep paper or electronic files (or both)?

I keep both. Many of my pre-computer era documents and notes are in paper files. I add to them periodically when I have tangible documents that need to be filed. I would love to find the time to scan all that into computer files, but I do not see that happening any time soon. Much like my email folders, I have folders on my computer dedicated to surnames. Subfolders exist within those folders that may be, for example, “Dauphin County, Pennsylvania, Deeds” or files for individuals within that surname.

Are you folder or binder person for your paper files?

Folder, definitely. I started with binders in the 1980s, but I had so many it became burdensome.

Do you use Evernote, One Note or any other electronic organizing system for your genealogy? If so, how do you use it?

Evernote appears to be a fantastic tool. I don’t use it. I probably should. Unfortunately, I am one of those perfectionists who want to understand all the aspects of something before I use it. I don’t like trial-and-error. I need five instructional courses, a couple online seminars, fifteen YouTube videos, and a manual before I feel I can tackle something. So I stick with what is working for me so far…. until it stops working.

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

I have a full basement that is mostly finished. It is large enough to accommodate two computer stations, five monitors, about 7500+ books in an organized library, a sitting area, and a bar (that was there when I moved in). It is an AMAZING workspace…. but it is a basement. It gets a bit claustrophobic at times, especially when you lose track of whether it is day or night.

Do you have anything to add?

This is where I will probably be preachy, but if this interview reaches those new to the genealogy world, I want them to know that the Internet is a bittersweet trap. You will never solve your tough genealogical problems by using only online sources. There is so much more out there that will never see the light of digitization. Furthermore, with great Internet power comes great responsibility. Much like advocating for persistent and accurate source citation, you must never fall into the trap of family trees that look great but lack the citation or the thought processes behind them. The Internet has brought amazing things to the fingertips of genealogists, but it has also perpetuated garbage at a phenomenal rate. Don’t duplicate, replicate, copy-and-paste, or blog about something until your own research has proven it to be true. And call out others (nicely, of course) when they publish a connection that is obviously false. Genealogy used to be about sharing, but the Internet has unfortunately made it a bit more anonymous. Help each other, say please and thank you, ask for advice, accept well-meaning criticism. That is how we make progress.

There is so much wisdom in Michael’s delightful responses. I particularly love this bit of advice to genealogists: “Help each other, say please and thank you, ask for advice, accept well-meaning criticism.” If you haven’t yet read Hoosier Daddy, this little peek at Michael’s genealogy life will make it even more enjoyable. (Be sure to read from the blog from the bottom.) Michael has taken a hiatus from blogging but mentioned to me that his plans are to make 2017 a blogging year: “There is more to tell. Genealogists have good stories.” Let’s hope he recommences regular blogging  soon!

P.S. Michael’s Facebook page, Roots4U, lists his lecture schedule if you’re interested in hearing him in person.

 

Filed Under: Challenges, Excitement, Genealogy tips, Organizing Tagged With: How They Do It, Michael Lacopo, organizing aids

How They Do It: Denise May Levenick

February 7, 2017 By Janine Adams 15 Comments

Here is the second installment in my How They Do It series, which I inaugurated last month with a Q&A with Thomas MacEntee. In this series, I’ve reached out to genealogy luminaries whom I admire and asked them to talk about how they organize their own genealogy research. I’ll post a new installment the first Tuesday of every month.

This month, we get to learn from Denise May Levenick, The Family Curator, author of How to Archive Family Keepsakes and How to Archive Family Photos. Denise is also a frequent contributor to Family Tree Magazine, as well as a popular teacher and lecturer.

How They Do It: Denise May Levenick

How long have you been doing genealogy?

I checked out my first census record in 1976 as part of a course in Personal and Family History at the University of Idaho, and I was hooked! That course gave me the opportunity to revisit my grandmother’s family history papers and photos, but I didn’t really pursue genealogy until my sons graduated from college and I had more time. It was a long hiatus.

What’s your favorite part of doing genealogy?

Discovering the back-story of a document or an unexplained detail about an ancestor is my favorite aspect of genealogy. I loved discovering that my grandmother was an accomplished seamstress! It gives me an extra connection when I work on quilts for my family.

Do you consider your genealogy research well organized?

Is my research well-organized? My research is one thing, my research papers and files are another. I feel pretty comfortable about both, and I can usually find what I need. But, there’s always room for improvement!

What type of software do you use for organizing your genealogy research?

I’ve used or tried almost every genealogy database program – PAF,  Family Tree Maker Legacy, RootsMagic, Reunion, MacFamily Tree, and some I can’t remember. Since moving to a Mac in 2000, I use Reunion most of the time. I keep all my work in the Notes section and export GEDCOM files as needed to use features in other programs on my PC. The best advice I ever received was to invest time and effort in the Notes section of your software rather than the individual event line data. It’s served me well when I moved around as my needs changed.

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

Oh… research logs. Yes, I do. I had a beautiful journal log that I left somewhere, and now I use a form log online that I can access from my desktop at home or my laptop. I still use a paper journal log, but most work is duplicated on the digital log too. I’m a “form person.” I love creating tables and forms for different projects and included dozens of worksheets and forms in both my books.

Do you have a tree on Ancestry? If so, is it public or private? Why?

I have both kinds of trees on Ancestry. Public as cousin bait, and private for my works-in-progress. I don’t want my speculative work to be copied as proven, so I feel better keeping those trees private.

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

My biggest challenge is keeping paper under control. I do like paper copies to read and annotate, but the pages seem to multiply like rabbits.

What’s your biggest piece of advice to beginning genealogists in terms of keeping track of their research?

I’d say, “Don’t fight the Research Log. Just do it!” We love taking shortcuts, but in genealogy, shortcuts just cost time later.

What do you think is the most important thing for people to do to stay organized when it comes to family history research?

Organization doesn’t just “happen.” For most of us, it’s part of a process or workflow. I find that when I use a consistent research process, staying organized becomes a natural part of the entire scheme. For example, creating a digital workflow was tough to develop and implement, but it’s become a habit now that I’m using the 7-Step digital asset management process I write about in my book How to Archive Family Photos. I find that I’m naturally moving from Capture to Import and through each step, and my files are organized along the way. Developing a repeatable workflow is key.

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

Oh, I wish I had been a more active genealogist years ago. I have so many ancestors yet to discover! I would encourage any new family historian to take a beginning genealogy course and develop good research and record-keeping habits. You can learn about record groups as you develop in the field, but you will always use sound basic skills.

Do you keep paper or electronic files (or both)?

I keep both paper and electronic files. Papers are filed in hanging file folders until I analyze them and enter the data in Reunion; then the papers go in a binder. I keep digital files in Surname folders with meaningful filenames. I use Spotlight or other file search software to find files faster on my computer.

Are you a folder or binder person for your paper files?

I love binders because they help me keep papers in order and in place.

Do you use Evernote, One Note or any other electronic organizing system for your genealogy? If so, how do you use it?

Evernote is my go-to app for quick reference notes of webpages and articles, but I use OneNote for notes and tasks especially when traveling. I’ve used Microsoft Word for so long that it’s like a typewriter to me, and OneNote’s notebook format makes it easy to keep track of odd bits of information. When it comes to writing, however, I turn to Scrivener. I use it for all my blog posts, magazine articles, and lecture outlines, and it was great for organizing my book projects.

Denise’s Home Archive

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

I am fortunate to have a perfect writing and research space at home. It’s a small room upstairs overlooking the front of our house, so I get a birds’ eye view of the neighborhood through a wall of glass French doors. One office wall is filled with books – English and American literature and history from my teaching days, and genealogy reference books. I have a corner cabinet that holds supplies, a vertical file cabinet, and a computer desk. We will be moving soon, and my new office will be a bit larger, so I hope I’ll have room for a table to spread out projects and items from my archive. My Home Archive is located in the closet of an extra bedroom, and I’m looking forward to having everything in one place in my new office.

Do you have anything to add?

I’ve learned that “getting organized” can become an all-consuming goal if we get stuck in the mindset of finding the “perfect” system or solution. I do better when I remind myself that progress is better than perfection; fix what isn’t working and move forward.

Such wise words! I’m particularly struck by Denise’s advice about research logs: “Don’t fight the research log. Just do it!” Amen. Thank you, Denise!

Filed Under: Challenges, Excitement, Genealogy tips, Organizing Tagged With: Denise Levenick, Family Curator, How They Do It, organizing aids

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about me

I'm Janine Adams, a professional organizer and a genealogy enthusiast. I love doing family history research, but I find it's very easy for me to get overwhelmed and not know where to turn next. So I'm working hard to stay organized and feel in control as I grow my family tree.

In this blog, I share my discoveries and explorations, along with my organizing challenges (and solutions). I hope by sharing what I learn along the way I'll be able to help you stay focused and have fun while you do your research, too.

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