Organize Your Family History

Stay focused and happy while exploring your roots

Check out Stacy Julian’s How to BEGIN with the Box

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Back in April, I wrote an enthusiastic blog post about my favorite RootsTech 2020 presentation, Do Something with That Box from Stacy Julian. She kindly gave me permission to reprint her helpful handout because she hadn’t written about it on her own website.

I was delighted to see that last month she published a robust blog post on the topic that fleshes out what I wrote about. It’s called How to BEGIN with the Box and I urge you to check it out, even if you’ve read my post. It provides great detail and it includes the downloadable pdf of the handout, along with photos and explanations.

When I drove to Walla Walla in September, I took the opportunity to bring home a box of family stuff. It’s not so much documents as photos, but I intend to use Stacy’s framework as I go through it. (The box been sitting unopened for almost six weeks now…I think our stay-at-home holiday time will be a good time to address it.)

If you have a box of family memorabilia to go through, do yourself a favor and check out her terrific post. You can thank me (well, really, Stacy) later.

The benefits (and challenges) of cleaning up your research area

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Over on my organizing blog, I’m doing a Tiny Projects challenge, in which each day this week I am accomplishing one tiny organizing project in my home and blogging about it. Today, I tackled the reach-in closet in my office. (You can read about it and see the before and after pictures here.) That closet holds mostly genealogy stuff.

Since I don’t print or download genealogy documents, I don’t have a lot of paper genealogy clutter. But when I spent a half hour creating order in that closet I realized that I have some genealogy-related projects lurking in there that weren’t even on my radar.

I discovered that I had a bunch of photos of ancestors–I didn’t look at them carefully but they look to be 50-100 years old or more. I’m sure they were passed along to me by a relative and my intention is to scan and file them in my genealogy filing system. They were scattered on the surface of the main shelf in the closet. That closet is equipped with an Elfa system (I blogged about that back in the day when I installed it). There is one larger shelf that could serve as a desk. So while I was tidying and organizing, I gathered up the photos and put them in a container that I labeled “photos to process” and placed it on the main shelf so it can’t hide from me.

I also have a container full of genealogy journals to read. I added to it today. It’s really just the two publications that the National Genealogical Society sends to its members, as well as the Missouri genealogical society’s journal. Back in January 2019, I vowed to skim them, but in fact I haven’t.

I feel I need to fish or cut bait here. Either I carve out some time to read them (perhaps during an October 30 x 30 challenge?) or decide I’m not going to read them and then find them a home with someone else.

I rather like the idea of devoting 30 minutes a day for a month (or less if it goes more quickly) to see what I can glean from these publications. But it can’t be this month!

I’m really glad I cleaned out this closet, but I’m a little sad that two big projects emerged (the photos and the journals). I can’t believe I’m complaining about it, though. These are treasures I’m fortunate to possess, not burdens to be dealt with!

If it’s been awhile since you cleaned up your genealogy space, you may have some pleasant surprises hiding in there!

Stacy Julian reopening her 20in20 online course (for a good cause)

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I became a huge fan of Stacy Julian when I heard her speak at RootsTech. After RootsTech, I shared details of her talk Do Something with that Box! here and I referenced it in my own talk, The Imperfect Genealogist.

Stacy is all about helping people tell stories, particularly family stories. I’m on her mailing list and I received an email this week that she is her reopening her yearlong online course, 20in20. Here’s a short video about the course.

In a nutshell, participants will create 20 projects over the course of a year. It was originally intended to take place in the calendar year 2020. Enrollment closed months ago. But that changed this week. Stacy wrote in her email:

“As I have contemplated current events—especially those that have exposed racial inequality in the United States—I have made the decision to reopen 20in20 and donate ALL of the proceeds to organizations and efforts making a difference for people of color.”

I was very impressed by this and I asked her if I could share the information here. Here’s another great piece of news. The price has been cut in half–to $60–to encourage enrollment. See the 20in20 page on Stacy’s website for where and how she’s donating the proceeds and to sign up.

This strikes me as an amazing opportunity to create some wonderful projects, with the help of an amazing teacher, at a big discount and to do good at the same time. I just had to share.

Favorite RootsTech session: Do Something with that Box!

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Stacy Julian

I heard a lot of great sessions at RootsTech this year. But the one that really blew me away–because of the quality of its content and presentation–was Stacy Julian’s Do Something with that Box! Stacy is a blogger and podcaster and superstar in the scrapbooking world. You can learn more about her at www.stacyjulian.com.

“That box” that Stacy refers to is the box of family history papers, photos, ephemera and (sometimes) junk that so many of us have been given. It’s so easy to be overwhelmed by that box, isn’t it? In her talk, Stacy took us step by step through her methodology to make the stuff inside that box accessible “so that when you want to find something you can and when you have time to take action you know what to do.” As a professional organizer, this made my heart sing.

One of the things I loved about her approach is that it makes the process of dealing with a box of family-history stuff less overwhelming. Stacy has you sort everything into one of five broad categories, then go through each category and assess the value of each item. You’ll be discarding lots of stuff during this process, undoubtedly. Stacy makes the point that scarcity creates value–if you are discerning about what you keep, your family members are more likely to look at and enjoy the items.

After sorting and assessing you’ll assign an action to each item that requires one (digitize, transcribe, share, etc), using a sticky note. The final step is to file the stuff into a file box using the same broad categories you started with. As you go through the documents, you’ll put those that excited you into an Action folder. Once you have ten items in the Action folder, you take action.  An optional step in the process is to create a timeline, as you go, for each generation of the family represented by the box.

The system gets you to a “good enough” place where your stuff is easily accessed–by you or other family members–without expending a huge amount of effort. And when you have an itch to take action, you’ll know just what to do. Genius.

Stacy was kind enough to give me permission to make the handout that she gave to RootsTech participants available to you. At the bottom of this post are images of each of the five pages. Click on each to see a larger version.

The handout is great because it gives you the bones of her fantastic method. Hearing her speak about it was even better–there were videos included in her presentation and her energetic style was so enjoyable (and effective).

I have some great news: Stacy is developing an online course on this topic! So you’ll be able to get all the great content those of us in her RootsTech audience experienced (and probably more). I’ll be sure and post when that’s available.

In the meantime, take a look at this handout and see whether you might be able to take some steps to tackle one of your boxes while you’ve got extra time at home.

Edited to add: I was delighted to discover that Stacy has now written a robust blog post on this topic! Check out How to BEGIN with the BOX on her website.