Organize Your Family History

Stay focused and happy while exploring your roots

Quick technology update

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ihearttechOver the last couple of months I pondered purchasing some technology to help me in my family history research. I panted over the ScanSnap SV600 contactless scanner. And I asked your opinion about whether I should get an iPad air to help with genealogy.

Guess what? I bought both!

On December 26, I purchased a 64-gigabyte, wifi-only, white iPad Air. And I ordered the scanner on December 29, though it arrived about a week ago.

So far, I haven’t had the opportunity to use the iPad much for genealogy. My research has been done at my desk and I prefer to use my MacBook Pro (with external monitor, keyboard and mouse) at my desk. But I’m traveling this week to do some business planning (but probably not any genealogy research) and I suspect my iPad will get lots of use.I bought Lisa Louise Cooke’s ebook, Turn Your iPad into a Genealogy Powerhouse, but I haven’t read it yet. That may become airplane reading for me.

I’m really struck by the speed and lightness of the iPad Air, especially compared with the iPad 1 that I purchased in 2010. (And sold in 2013.) It’s also much faster than my iPhone 4S and makes it feel downright clunky.

The ScanSnap SV600 is actually smaller than I expected (which is a good thing). I had no difficulty setting it up, but I’m finding there’s a bit of a learning curve in using it. I haven’t yet set aside the time to figure out exactly how to manipulate the images after scanning to remove the curvature of a book, for example. But it’s all very promising.

Once I start really using this technology, I’ll let you know how useful I find both of these new toys!

New Hack Genealogy Boot Camp: Get Your Genealogy Groove Back

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Get your genealogy groove backI just signed up for the Get Your Genealogy Groove Back Boot Camp from Hack Genealogy. It will be held on Saturday, January 25 from 10 am to 1:30 pm central time. (Recordings are available to registrants who can’t attend live or wish to watch it again.)

This boot camp series is organized by Hack Genealogy, the blog run by Thomas MacEntee, founder of Geneabloggers. This particular boot camp consists of two webinars that are right up my alley:

  • Genealogy Goals: How to Set Them, How to Keep them, presented by Lisa A. Alzo
  • Managing the Genealogy Data Monster, by Thomas MacEntee

I’m really looking forward to hearing what these experts have to say!

The boot camps are very reasonably priced. I paid only $9.95 to register. That includes a $3 discount for ordering before January 20.

There are so many learning opportunities in the world of genealogy. I was attracted to this one because of the expertise of the presenters, the fact that it’s live (sometimes recordings just languish on my hard drive), and the very reasonable tuition. Can’t wait!

My new Family History Organizer notebook on Springpad

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sp_fam_hist_orgI’ve become a fan of Springpad, a personal organizer app for the web and mobile devices. I use it to manage tasks and keep track of things like books I want to read and have read, movies, and wines. So far, I’m just scratching the surface of its functionality, but I really am loving it. I wrote on my Peace of Mind Organizing blog about how much I’m loving their Task Notebook.

To me, Springpad feels like Evernote meets Pinterest. I find it intuitive, easy to use, and visually appealing.

I am thrilled to announce that I’ve partnered with Springpad to create a digital notebook that’s customized to help you organize your family history. Called the Family History Organizer, it has these features:

  • A simple to-do list to keep track of and plan next steps, including a quick +Add button for adding tasks and checklists
  • A research tracker, complete with template form, so you can log information and research progress quickly and easily
  • An easy “database” for uploading photos and files scanned to your computer or from your phone
  • Bonus: A resources section filled with my tips and helpful tools

I created the research tracker because I have a hard time sticking with a proper research log. The research tracker is light version of a research log, but I think the information it captures will be helpful. Just copy and paste the template headings into a new Note within the Research Tracker tab at the conclusion of each research session and you’ll have an easy, accessible record of that session.

I’ll update the resources section of the Family History Organizer when I come across great resources (or when I want to share a particularly useful blog post).

I hope you’ll check out this custom notebook. If you’re interested in information and tools about organizing in general (not just genealogy), I also have a notebook called The Habit Maker. This is all part of Springpad’s Operation Organization campaign in which they’ve partnered with a small group of organizing experts to create a dozen or so of these notebooks.

If you try out the Family History Organizer, please let me know if you have any questions or feedback!

Focusing my efforts in 2014

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My strategy for focusing my genealogy efforts in 2014In December every year, I take some time to set some goals. I set them for my organizing business and for my personal life. This will be the second year I’ve set goals for my genealogy research. (If you want, you can read the goals I set last year.)

In thinking about my genealogy goals for 2014, I realized that I really want to be more focused and organized in going about my research. I still struggle with not knowing what to work on in any given session. And that lack of focus makes it hard for me to actually get started.

I just hit upon an idea that I think I’ll try. I’m going to assign a family line to each quarter of the year. In this structure (which I just thought of, so it’s still evolving in my head), I won’t be limited to working on that line necessarily, but if I don’t have something else specific I want to do, I will work on the family line assigned to that quarter.

I’ve decided that the schedule will be as follows:

  • 1st quarter: Adams (my father’s father’s line)
  • 2nd quarter: Brown (my mother’s father’s line)
  • 3rd quarter: Rasco (my father’s mother’s line)
  • 4th quarter: Jeffries (my mother’s mother’s line)

At the start of each quarter, I’ll take stock of where my research lies. I’ll use my progress tracker to see what census, vital and military records I’ve already located.

During each quarter, I’ll try to do the following for each of the lines:

  • Fill in the gaps on my progress tracker
  • Make sure my surname files for that line are organized on my hard drive
  • Ensure that everything in my paper files for that line is also organized on my hard drive
  • Fill in collateral relatives on my family tree in Reunion
  • Search for sources for unsourced data provided to me by cousins
  • Go up at least one generation in verified information
  • Attach photos to my family tree in Reunion

What I like about this idea is that it should keep me more focused. And help me feel less overwhelmed. It should get me past the “what should I work on today?” question that can be such a barrier. And, perhaps best of all, it gives me some specific goals and a deadline–the end of the quarter. (I love a deadline!)