Organize Your Family History

Stay focused and happy while exploring your roots

My moratorium on new information

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stoplightI love attending genealogy conferences and learning about new opportunities to learn more about my ancestors. I sat in on some of the National Archives Virtual Genealogy Fair and learned about new-to-me records I might explore for information on my ancestors. I got really excited about the possibilities. And then I was struck by revelation:

I will benefit more from processing the information I’ve already found than from seeking out new information.

I’m speaking personally, of course. For me, I think one way I can avoid being blindsided by overwhelm in my research is by focusing on the (not-unsubstantial) documents I’ve already found. I want to examine and evaluate them, keeping track of the clues contained in them and taking note of new avenues of research. I’ll keep a list of these next steps and I’ll try very hard not to explore them until I’ve caught up with what I have on hand. If I just keep gathering new documents without taking the time to analyze and benefit from them, I’ll constantly feel behind. That’s not how I want to feel about my genealogy research!

I’ve done a pretty good job of collecting military and pension files for some of my ancestors. I’m going to make processing them a priority. So far, here’s what I have:

  • Three Union Civil War pension files, which are various stage of processing, from almost complete to barely started
  • One Confederate Civil War pension file I have (from the Alabama archives)
  • A Civil War Compiled Service Record for one ancestor I downloaded years ago that I didn’t do much with
  • A newly acquired military record for my great grandfather’s service in the Philippine Insurrection

In addition to processing those documents, I’d like to continue systematically checking my source documentation.

If I focus on these resources I’ve already gathered through the end of the year, I feel like I can start 2017 with a sense of accomplishment and a fabulous to-do list of things to research. So much of the fun of genealogy research is the thrill of the hunt. But if I take the time to analyze the clues I find, the hunt will be even more thrilling.

Photo by walknboston via Flickr. Used under Creative Commons License.

Letting go of should

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shouldgraphicIt’s natural to ask about questions about organizing (your genealogy or anything else) that start with the word “should.” Should I organize my documents this way or that way? Should I store things here or there? Should I focus on this or that?

When I try to answer a question that starts with should, the answer is almost always, “It depends.” Because it’s all about what will work for you.

I encourage my clients (and anyone else who will listen to me) to let go of the word should. And to also let go of asking questions that start with, “What’s the right way to…” or What’s the best way to….”

Because here’s the thing: I can’t tell you what you should do. Only you know what’s right for you. It can be much more beneficial to think in terms of what you’d like to do, or what you think will work best for you, rather than what you should do. Especially when it comes to organizing your genealogy research, the thing you should do (in my opinion) is the thing that works well for you and that you can keep up.

For example:

  • Maybe you’ve always heard that you should store your paper documents in binders, but you have trouble keeping up with that. Let go of that should and consider using file folders or scanning your documents.
  • Maybe you think you should print every document for the sake of posterity but you’re overrun with unfiled paper. You can let go of that should, particularly if your electronic documents are already organized.
  • Conversely, maybe you’ve heard you should scan every bit of paper and store files electronically, but you’re overwhelmed by the prospect. Bye bye, should. You can let your paper files be sufficient. Or just start storing new files electronically and leaving your papers unscanned.
  • Maybe you’re told you should keep a research log, but you just can’t get yourself to do it. A research log can be hugely beneficial. But don’t beat yourself up if you don’t have one just because you think you should.

In other words, set yourself up for success and do what works for you. Decide what your priorities are (accessibility for you, accessibility for others, ease of use, etc.) and focus your organizing systems on those priorities. Don’t do something just because someone told you you should if it doesn’t seem like it will work for you.

All that said, there are some genealogy shoulds that I think you should pay attention to:

  • You should cite your sources so you can find them again and know where your facts came from (but you don’t have to cite them perfectly if that’s getting in the way of citing them at all).
  • You should back up your electronic data in case of a crash. (I use an external hard drive and automated cloud storage.)

Genealogy is supposed to be fun. Don’t let the shoulds drag you down. Make your own choices and own them. And keep yourself open to new ways of doing things. (See what I did there? I told you all sorts of things I think you should do, without using that word. Take what works for you and let go of the rest.)

How do you spell genealogy? P-A-T-I-E-N-C-E

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Good genealogy takes patienceThe word that kept running through my mind as I took the excellent classes at last week’s National Genealogical Society’s conference is patience. As I listened to professional genealogists talk about strategies for success and skill building, I was reminded that good genealogy research takes time. It takes thoroughness. And it takes patience.

When I first dipped my toe into genealogy about 15 years ago, I went to an Internet cafe when I was visiting my parents (it was the days before I owned and traveled with a laptop), got on some website (probably Family Search) and started clicking through trees, going backwards in time. I created handwritten pedigree charts and was thrilled with how quickly my family tree grew.

I took everything at face value and evaluated nothing. By the time my “research” took me back to a Prince of Wales, I realized that perhaps some critical thinking was in order. I became overwhelmed at the notion of having to verify everything and put away those pedigree charts for almost a decade.

Six years ago, I decided to pick it up again and start from scratch. I’m using software now (Reunion) and nothing gets added to my tree without a source. The tree is growing slowly.

I figured out this year that I want my family tree branches to grow out, not up. While I appreciate the thrill of breaking into a new generation, I recognize now that I shouldn’t grow upward without taking the time to grow the branches outward. So I’m adding the siblings of my relatives to my tree, which can be painstaking. I’m also trying to add as many sources as possible to each fact.

In the NGS class that I mentioned in my last post, “But I’ve Looked Everywhere,” Barbara Vines Little says that we should have look for every sibling in every census. That takes patience. Combing through records, particularly unindexed records, takes patience. Figuring out alternate spellings to search or exploring friends, neighbors and associates to find elusive ancestors takes patience.

Yes, it can be thrilling to click backward in time, taking other people’s research at face value. Yet the rewards of patiently and thoroughly finding and citing sources are much greater. Good genealogists are patient people. They celebrate the small victories. And they move on to the next one, however long it may take.

Photo by Greg via Flickr. Used under Creative Commons License.

Make your goals visible

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2015gengoalsscreenshotToday is the last day of the first quarter of 2015, so I thought I’d take a look at the progress I’d made on my goals for the quarter. Since I try to research one family line per quarter, the end of the quarter is significant. Tomorrow, it’ll be time for me to turn my attention from my Adams ancestors (my father’s father’s family) and start researching my Brown ancestors (my mother’s father’s family), according to the schedule I set.

At the end of December, I put together a nifty table with eight different potential accomplishments for each line. My goal was to check off four per quarter. It was a pretty great idea, if I say so myself. But it fell by the wayside for a simple reason: I completely forgot about it.

I just discovered the goal table on my hard drive a week or so ago. While I did not focus on those goals in the first quarter, I did manage to put Xs in a few squares.

So, as I look to the second quarter, I have printed out the table and put it on my bulletin board where I put other things that inspire me. (Like my written goals for this blog.)

Writing goals is an important first step. But I dare say that remembering them is just as important!

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When you first join the list, I’ll send you a few emails to help you organize your family history. After that you’ll hear from me at the end of every month when I send an email with links to that month’s posts. And every now and then, I’ll let you know when I have something special to promote.