Organize Your Family History

Stay focused and happy while exploring your roots

Going paperless

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Going paperless with my genealogy filesI just realized I’m gradually going paperless when it comes to my genealogy research. It’s been almost a year and a half since I wrote the post To print or not to print?  in January 2013. Back then, I was working hard to resist the temptation to print source documents for my files.

Well you know what? That temptation is completely gone. In fact, I’ve been going in the opposite direction as I slowly work on marrying my paper and electronic files. I’m in the process of making sure that all the documents in my paper files are properly named and filed on my hard drive. Most of these documents were originally found online, so it’s easy for me to find them in electronic form and save them to my hard drive. But if I don’t have an electronic version, it’s easy enough to scan the paper version.

I’ve found several advantages to going paperless:

  • My electronic files are at my fingertips; I don’t have to walk to the file cabinet
  • My electronic files are much more portable–they’re on my computer or accessible on mobile devices or remote computers via Dropbox
  • My electronic files take up much less space
  • My physical desktop is less cluttered during a research session
  • Typically, I can zoom in and magnify electronic files, so reading them is much easier on my eyes
  • I save paper and toner, of course

This feels like a really big shift and it happened so gradually that I didn’t even realize it! I think a key component was coming up with an electronic file system that works for me. That gives me confidence that I will find information on my hard drive. (I’m still working on properly filing all the electronic documents that might have been misfiled before I set up that electronic file system.)

How about you? Are you paper or electronic? Or perhaps both?

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.

 

The value of a clean computer desktop

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My computer desktop

My computer desktop

I’m a professional organizer, but I’m not a neatnik. I’m actually a naturally messy person, though through the years I’ve managed to create habits that have kept me a bit neater. For some years, for example, I’ve managed to clear off the top of my desk at the end of each workday.

My computer desktop was another matter. I use a Mac and its robust search capabilities have meant that I never paid all that much attention to where I stored files. So my computer’s desktop was typically a cluttered mess of items that happened to land there. It didn’t bother me particularly, since I didn’t even see the desktop once I had a program or two open.

But one day last summer, I decided to clear it off. And what a difference that’s made! The process of clearing it off was really helpful. I actually found some genealogy-related files among the clutter in my desktop and I dragged them to the appropriate within my genealogy folder (the one truly organized folder on my computer). By the way, it took me only 30 minutes to go from truly cluttered to clear.

Now that my desktop is clean, it’s become a place where I can temporarily store files so I can easily find them. That’s really helpful for parking photographs that I need to upload to this blog or my Peace of Mind Organizing blog (or to Rubbermaid’s blog, where I’m a regular contributor). It’s also a helpful place to temporarily store a downloaded genealogy document until I can enter into Reunion, my family tree software.

At the end of the day, when I turn off my computer, I either file or delete the few files that landed on my desktop during the day. It’s much like how I tackle my day’s worth of clutter on my physical desktop.

If your computer desktop is cluttered up, I urge you to go through it and delete and file. I hope you find it as helpful as I did!