Organize Your Family History

Stay focused and happy while exploring your roots

Discussing digital files on Genealogy Happy Hour

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I’m a guest on the most recent episode of Genealogy Happy Hour, published today. I had a great time talking with with hosts Amy Gabrill Lay and Penny Burke Bonawitz about organizing digital files in genealogy research (a favorite topic of mine!).

Genealogy Happy Hour is a fun monthly “genealogy podcast with two blondes and a bottle,” to quote its tagline. It’s mostly about genealogy and a little bit about wine. These are two of my favorite things to talk about (and participate in), so I jumped at the chance to talk with these fun folks when they invited me!

You can listen to Episode 38 here. I hope you enjoy listening to it as much as I enjoyed doing it!

Appreciating my digital lifestyle

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For the past week, as I promised I would in this blog post, I’ve been going through a largish stash of genealogy-related paper that I found when I went in search of some tax documents. I vowed not to continue my online research (where I print nothing and don’t have to process paper) until this paper backlog was gone.

I’ve spent 30 minutes a day reducing the paper pile ever since. I’ve recycled a lot and I’ve scanned some documents. (I’m proud of myself that I scanned on the spot, rather than creating a “to scan” pile to deal with later.) It’s starting to get kind of tedious, but I’m really thrilled with my progress.

But here’s the thing that really hit me these last couple of days. Dealing with paper genealogy records puts a real strain on my eyes. I had sent away to the Alabama Archives for the Confederate pension records of my second great grandfather, Laban Taylor Rasco (1844-1926). They had kindly sent a whole bunch of paper, most of it downloaded from Ancestry. I think when I received it, I was overwhelmed and probably daunted by the fact that much of it was comprised of black-and-white prints of documents that were on yellowed paper at the time they were digitized. Very hard to read. That’s why the papers landed in the pile.

I’ve spent the last couple of days with these Alabama pension records, looking to see which of them I already have on my hard drive and then going to Ancestry to download better copies of the documents I didn’t already have digitally. (And I’m downloading a bunch of new-to-me pension documents from that collection at Ancestry while I’m at it.) In order to compare what I have (or what I find) with the paper version, I have to squint, dust off my magnifying glass, or move the paper to better light in order to read it. My eyes aren’t getting any better with age and this not my idea of fun.

Once the documents are on my hard drive, I can simply zoom in on them to read them. So easy. So painless. And a huge reason I favor digital over paper.

This little project has shown several benefits already: A reduction in paper hanging around my house (yay!) and an appreciation for the decision I made several years ago to eschew paper. I’m so glad I’m doing it!

If any of you who are joining me on this quest have enjoyed some benefits, please share in the comments!

Full transparency: Getting rid of my backlog

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As I mentioned in my Searcher vs researcher post at the end of August, I was overwhelmed by the documents I had downloaded over the past few months and not processed. I knew there was information in those documents that I needed to analyze and add to my Reunion software. Letting them languish without analysis was not smart. And it was stressing me out.

So I vowed not to search for new information until I’d processed all those documents. There were 103 of them, including 30 loose documents; 49 documents in a Montana folder (most of them newspaper articles) about my father’s uncle, Harry Adams (1895-1977), who was a legendary coach at the University of Montana; and 24 19th-century deeds for my Adams ancestors.

I worked diligently on this backlog. Every research session was devoted to it. I loved the focus that this project gave me. I wasn’t able to completely stop searching, but I did process any documents I downloaded in the same session in which I downloaded them, so I didn’t add to my backlog. To keep me going, I kept a spreadsheet of my progress.

I was out of town visiting my father the last week of September and didn’t do any document processing (except on my plane rides) but I started up when I returned. On October 2, I declared the project finished! But here’s a big caveat: I didn’t process the deeds. I couldn’t face them, because they need transcription and I just wasn’t up to tedium of that task. I’ve shifted my research focus from the Adams family to the Rasco family and so I gave myself permission to let those deeds lie dormant in my Adams surname folder until I start researching Adams line again.

So I ended up processing 79 documents in this burst. I feel good about this decision and about this whole project. It’s great to have that backlog virtually eliminated. I’m newly dedicated to not letting it build up again–I’m cognizant of the fact that I need stop searching and start processing well before the end of a research session so that I stay on top of these documents.

For the most part, when I came up with new research possibilities while processing my backlog, I made a note in one of my follow-up notebooks (I have follow-up notebooks, organized by surname in Evernote) and now I’m exploring those possibilities, focusing on the Rascos, which has been fun.

Staying focused in my research is a something I deal with constantly. Finishing this project makes me feel more focused and on top of my research. That’s a great feeling!

Update on my backlog busting

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A month ago today, I wrote a post called searcher vs. researcher, in which I talked about how I’d accumulated a backlog of documents I’d downloaded but done nothing with. I vowed that until I had processed that backlog (using my digital workflow) I would not search for any new documents.

Then I had to amend that vow a little when I realized how difficult it was for me to completely stop searching. I decided that I would search on occasion, but I would process anything I downloaded so that I wouldn’t add to the backlog

Since I started this process, I’ve been diligent about chipping away at my backlog, I’m happy to report. In my informal Evernote research log, I note which documents I processed and the day’s contribution to the backlog reduction.

I even created a simple spreadsheet (of course) that I store in Evernote and update after each session. That little burst of accomplishment keeps me going. Today’s spreadsheet is pictured above; you can click on it to make it bigger if you’re interested.

As of today, September 25, I have processed 62 of the 103 documents in my backlog. I have just 41 to go and am looking forward to the great feeling of finishing. All along, I’ve been making follow up notes (in Evernote), so I’ll have plenty of searching to do when I finish. I’m going to try hard not to let a backlog build up again!