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Organize Your Family History

Stay focused and happy while exploring your roots

Full transparency: Getting rid of my backlog

October 9, 2018 By Janine Adams 8 Comments

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!

Filed Under: Challenges, Genealogy tips, Organizing Tagged With: electronic files, research, time management

Update on my backlog busting

September 25, 2018 By Janine Adams 4 Comments

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!

Filed Under: Challenges, Genealogy tips, Organizing Tagged With: electronic files, research, time management

My pause on searching: Easier said than done

September 4, 2018 By Janine Adams 6 Comments

Just over a week ago, in my post called Searcher vs. researcher, I vowed to get through the backlog of documents I had downloaded but never processed and to do no online searching until the backlog was gone. I’ll confess to you that my resolve not to search dissolved the very first day.

My curiosity about certain things that came up while I was processing my backlogged documents could not be satisfied by merely jotting down a note on my follow-up task list. So I quickly amended the vow I’d made to myself. Now, I try not to do any searching and downloading but when I do, I process the new document during the session in which I download it.

This is working out well. I have managed to resist the temptation to search but every now and then I go for it. (For example, when I’m processing a Washington state marriage certificate and I know that Washington marriage license applications, which have more interesting information, are also easily found.)

Today, in processing an 1880 census, a grandchild appeared living with his widowed grandmother and I need to verify whose parent that grandchild is before I can add the grandchild to my genealogy software and consider the census document processed. That’s going to require a little searching online tomorrow and I’m okay with that.

So far, this backlog-busting project is going well. I’ve reduced my backlog by 25 documents in the last ten days and have 78 documents in my backlog remaining. It’s feeling good!

Filed Under: Challenges, Genealogy tips, Reflections Tagged With: electronic files, research, time management

My evolution from paper to digital

August 31, 2018 By Janine Adams Leave a Comment

I just re-read a blog post I wrote on August 12, 2012, just a couple of months after I started this blog, called How I organize my family history research. It outlines how I organized my research back in the day, when I kept everything on paper. If you have all your genealogy documents on paper, you might find it helpful.

What struck me in reading this six years later is that, with the exception of using Reunion software, I no longer do anything I outlined in that article. Wow!

Specifically, I don’t print documents. Therefore I don’t file documents. And I almost never access the documents I printed and filed six years ago. If I wanted to see them and didn’t already have them filed on my hard drive, I would just go online and download them. The exceptions are the few documents I have that were mailed to me. And I scan those whenever I come across them.

Am I better at organizing my genealogy research now than I was in 2012? Not necessarily. I’m a professional organizer and I did a great job of organizing my papers back then. But is my current system better than my 2012 system? For me, the answer is unequivocally yes.

My digital filing system is easier, more convenient and less labor-intensive than my paper filing system was.

If you’re curious about my evolution of paper to digital, check out these posts:

  • 2012: How I organize my family history research
  • 2013: To print or not to print?
  • 2014: Going paperless
  • 2015: 8 reasons not to print
  • 2016: Resisting the urge to print
  • 2016: How I store my genealogy information
  • 2017: Introducing the Paperless Genealogy Guide (which I co-wrote with Brooks Duncan)
  • 2017: My digital workflow
  • 2018: A time-saving addition to my digital workflow

It’s so fun having a blog so that I can look back and see how things have changed over the years. This transition from paper to digital has undoubtedly been a positive change for me!

My electronic file system continued to evolve and 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. The downloadable pdf is 37 pages and available for $19.99.

Photo by Tom Woodward via Flickr. Used under Creative Commons License.

Filed Under: Challenges, Genealogy tips, Organizing, Reflections Tagged With: electronic files, organizing aids, paper files, record keeping, technology

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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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