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!

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!

Loving my electronic file system

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wheelerfilefolder

A snippet from my Finder window

Back in January, I blogged about reorganizing my electronic file system. I took inspiration from Ben Sayer of Genealogy Tools, creating a file structure format for each individual, organized into surname folders on my Mac. What I name individual documents within a folder is fairly loose, but the folder naming structure has been standardized.

I’m happy to report that it’s been a success! I can easily find a document I”m looking for and, even better, I’m now saving documents with confidence and alacrity. A nice side benefit of that confidence is that I’m printing fewer documents that I find online. (I blogged about the printing dilemma in January as well.)

I wanted to save money on paper and toner by printing less. What I didn’t take into account, though, is that I also save time by saving documents rather than printing them. It takes a bit more time to type the file name than to click Print, but once I’ve done that, the process is over. I don’t have to file the paper documents. And they’re also easier to retrieve. Since I store my genealogy file cart in a closet in my office, retrieving files took a little effort.

Another benefit is that when I’m feeling industrious, I can link images of source documents from my hard drive directly into the Reunion software I use. Once I get consistent about that, I’ll really be set and it will be so easy for me to see the research I’ve found.

I’m saving more documents and easily using this new naming protocol for folders. The next step will be to work on my backlog. My 2012 files are not consistently filed. But I know if I work on it a little at a time, I ca bring order to my hard drive!

Livescribe: A potentially great tool for genealogy researchers

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I recently purchased a Livescribe smartpen. (That’s a referral link; if you buy from it I get a small commission.) I bought the pen in anticipation of attending the national conference of the National Association of Professional Organizers, which I attended earlier this month in New Orleans. I’ve also used it in client appointments. Now that I have had it for a couple of weeks, I realize it could potentially be very helpful with my family history research.

What’s a smartpen? (Surely that’s a term coined by Livescribe.)  As you take notes on its special paper, it records the audio of what you’re listening to and links it with your notes. So, in replay mode, when you touch the paper with the pen, you hear what was being said when you made that note. You can also upload the recording and images of your notes to your computer (or the cloud, depending on which version of the pen you buy). When you click on your handwriting in the uploaded images, you hear what was being said as you were writing.

Think about that. It’s an audio recorder that’s linked to your written notes. So when you interview a family member, you can find what you want in the recording, based on your notes, instantly. If you attend a genealogy lecture (or conference), you don’t have to rely on your memory to understand your notes.

I feel like I have seen the future and it is the Livescribe smartpen.

There are a few versions of this pen. I bought the Livescribe Echo, which is the penultimate version. (The Pulse, which is no longer for sale, was the first and the Sky is the latest.) The Echo requires plugging in a cable to get the data off the pen and onto the computer. The newer version, the Sky, has wifi and uploads directly to Evernote. I chose the Echo because I wanted to make a smaller investment and don’t mind plugging in the cable.

On the advice of a Livescribe-loving friend, I also purchased the 3D recording headset, which produced really clear recordings, even in a noisy conference setting.

Here’s a video about how the Echo (the version I bought) works. My investment was only $100, including the headphones, thanks to a referral discount and special going on earlier this month. To me, it was well worth the investment!