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Organize Your Family History

Stay focused and happy while exploring your roots

How They Do It: J. Mark Lowe

June 14, 2023 By Janine Adams 1 Comment

I’m so happy to publish another interview in my popular How They Do It series! This time, it’s with J. Mark Lowe, FUGA, a professional genealogist, author, and lecturer who specializes in original records and manuscripts throughout the southern U.S. A course coordinator for southern research for multiple genealogy institutes, Mark is a past president of the Association of Professional Genealogists (APG) and past president of the southern Kentucky Genealogical Society. I had the pleasure of working with him when we both presented at the Henderson County (Kentucky) Public Library seminar last year. I can tell you first hand that he is an organized individual. And he’s a delight to work with!

How They Do It: J. Mark Lowe

How long have you been doing genealogy research?

I became interested in family and connections when I was seven years old after my Grandmother passed. (Dad’s Mom) My Dad had some of the answers, but he connected me with his Aunts (my Grandmother’s Sisters) who started filling in some spots. One of those Aunts was the Secretary for the local Congressman and her office was across the street from the County Courthouse. She arranged for my Dad to bring me to visit, along with clothing. When he dropped me off, she took me to the County Court Clerk’s office in the Courthouse. Mr. Oval Motley, the Clerk, introduced me to original records, and encouraged me to create transcriptions from the originals. (Plain Paper copies were not yet available.)

That opened the door to a continuous flow of curiosity.

What’s your favorite thing about being a genealogist?

Learning the stories of my ancestors and the often untold/unheard stories of others.

What’s your biggest challenge when it comes to organizing your genealogy?

Widely diverse records with a mixture of Archival documents, copies, and digital records. Making them all accessible for different reasons.

What is your favorite technology tool for genealogy?

My cell phone, using the Ancestry app and Newspapers.com. I can answer my own question or a query on the fly about family or history.

If you were starting out new as a genealogist what would you do differently?

Focus on each person’s story more – I would not rush to collect the tree. This is especially when you have opportunity and time to learn about “near” living relatives before they or witnesses are gone.

How do you keep track of clues or ideas for further research?

I use 4×6 index cards, Google Keep & Google Tasks, and ToDos in my genealogical software.

How do you go about sharing your personal research with cousins or other interested parties?

I maintain a private tree on Ancestry that I share with folks who have an interest. I also maintain a Family website primarily for cousins.

What’s the most important thing you do to prepare for a research trip?

I take some time to mull & ponder the project, define the purpose of the trips, and determine the tasks to be completed with a timetable.

What’s your biggest piece of advice to genealogists in terms of organizing their research?

Locations are more important to research that just the single families. You are likely to have multiple family members in each location. Being able to look at the location independent of each family will save you time, money, and headaches.

Do you have a dedicated space in your home for doing genealogy research? What’s it like?

Everywhere! I have a library/office, but often do research on my front porch, in my living room chair or occasionally while lying in bed. Good wifi!

Do you have anything to add?

The best researchers are persistent. They don’s stop when the record they seek is not where they look. They back up, rethink the options, learn about the record creation, and go find the record.

So many wonderful nuggets in Mark’s concise responses! I think his advice to organize information around location as well as family is really interesting. It’s something I don’t do currently but will explore. I also love Mark’s wise words on taking the time to learn from your close relatives while they are still living and able to share family history information. Thank you so much, Mark, for sharing your wisdom and expertise! If you’d like to learn more about Mark, check out Kentucky Tennessee Research Associates. You can also find him on YouTube channel and Twitter.

Filed Under: Excitement, Genealogy tips, Organizing Tagged With: How They Do It, J. Mark Lowe

Who should I interview for How They Do It?

December 2, 2022 By Janine Adams 7 Comments

Five years ago, I started my interview series, How They Do It, in which I ask professional genealogists and/or genealogy writers how they organize their own research. It’s sort of fallen by the wayside and I want to bring it back with gusto in 2023.

I’d love to hear from you if there are any genealogists you’d like me to ask. (And if you have a personal connection with someone, please let me know!) If you click on the link above, you can read the interviews I’ve done already.

It’s a pretty easy process: The interviews are done via email, I ask everyone the same questions (with occasional tweaking), and the interviewee is welcome to skip any questions that feel onerous or irrelevant. I ask them to submit a headshot, bio, and, ideally, a photo of their genealogy research space.

Here are the genealogists I’ve been lucky enough to interview for this series since it began on January 3, 2017 (in alphabetical order):

  • Lisa Alzo
  • Donna Cox Baker
  • Melissa Barker
  • Kenyatta D. Berry
  • Lisa Louise Cooke
  • Kitty Cooper
  • Crista Cowan
  • Amy Johnson Crow
  • Diana Elder
  • Nathan Dylan Goodwin
  • Julie Goucher
  • Michael Lacopo
  • David Allen Lambert
  • Denise May Levenick
  • Thomas MacEntee
  • Julie Miller
  • Sunny Morton
  • Gena Philibert-Ortega
  • Pat Richley-Erickson
  • Barbara Schmidt
  • Randy Seaver
  • Drew Smith
  • Megan Smolenyak
  • Diahan Southard
  • Paula Stuart-Warren
  • D. Joshua Taylor
  • Amie Bowser Tennant
  • Marion Burk Wood

I’m poised to send out interview invitations, so please help me out with any names. If you’re a pro genealogist or genealogy writer and haven’t done one of these interviews with me, please feel free to volunteer yourself!

You can put your suggestions in the comments or email me at janine@organizeyourfamilyhistory.com. Thanks!

Filed Under: Challenges Tagged With: How They Do It

How They Do It: Diana Elder

April 26, 2022 By Janine Adams 1 Comment

Today’s entry in my How They Do It series in an interview with Diana Elder of Family Locket. I’ve admired her talks and her contribuitions to the genealogy community through the years and I was delighted when she agree to do this interview. Diana Elder AGⓇ is a professional genealogist accredited in the Gulf South region of the United States. Diana authored Research Like a Pro: A Genealogist’s Guide and co-authored the companion volume, Research Like a Pro with DNA: A Genealogist’s Guide to Finding and Confirming Ancestors with DNA Evidence. Diana and her daughter, Nicole Dyer, are the hosts of the Research Like a Pro Genealogy Podcast and share research tips on their website, FamilyLocket.com.

How They Do It: Diana Elder

How long have you been doing genealogy research? 

I started researching my family in earnest in 2003 when my dad gave me all of his research in a suitcase. In 2015 I started doing client work and found I loved researching in a variety of locations.

What’s your favorite thing about being a genealogist?

I love making discoveries  – especially solving brick wall cases.

What’s your biggest challenge when it comes to organizing your genealogy?

Right now my biggest challenge involves the three large file boxes of documentary work I inherited from my father and added to once I took over the research in 2003. I’m slowly working through the files and making sure the research is digitized and organized in my digital files.

What is your favorite technology tool for genealogy?

Hands down, my favorite tech tool is my Airtable research log. I use it for all my research whether it involves DNA or not.

If you were starting out new as a genealogist what would you do differently?

I would follow my Research Like a Pro process – doing a project for each ancestral line and ending up with a source-cited report for each ancestral couple.

Do you keep a research log? If so, what format?

Absolutely! I don’t feel that I’m doing real research unless I am working from my research plan and tracking the results in my Airtable research log.

How do you keep track of clues or ideas for further research?

The Airtable research log template has a column/field for comments or results. I add notes here or sometimes add another column for ideas for further research. My research report always includes a section titled “Future Research Suggestions.” I’ve found that no project is ever finished – there is always more that can be done. (That’s a screen shot of Diana’s Airtable DNA Research log at right. Click on it to see a larger image.)

How do you go about sharing your personal research with cousins or other interested parties?

I write up my research in a fully cited report that I upload to an ancestor’s profile on FamilySearch. I can also easily share the report with other researchers.

What’s the most important thing you do to prepare for a research trip?

I prepare a research plan based on my objective, the available sources, and what I hope to discover.

What’s your biggest piece of advice to genealogists in terms of organizing their research?

Research by objective. Focus on something specific that you’d like to discover such as death date and place, unknown father, etc.

Do you have a dedicated space in your home for doing genealogy research? What’s it like?

Yes, I have an office with my desktop computer, two monitors, shelves for my many books, and a filing cabinet.

Thank you, Diana! If you’d like to explore more of Diana’s advice on researching like a pro, be sure to check out the Family Locket website and blog. She and her daughter Nicole have such clear and complete advice on many genealogy topics. (If you favor videos, be sure to check out their YouTube channel.) Diana’s enthusiasm for Airtable has me wanting to check it out! If you’re intrigued as well, check out this Family Locket YouTube video on using Airtable for creating a research log for FAN Club genealogy research.

Filed Under: Excitement, Organizing Tagged With: Diana Elder, How They Do It, organizing aids

How They Do It: Marian Burk Wood

January 21, 2022 By Janine Adams 1 Comment

I’m so happy to present a new How They Do It interview! This one is with speaker, blogger and author Marian Burk Wood. Marian is the author of the best-selling genealogy book, Planning a Future for Your Family’s Past and the blog, Climbing My Family Tree. A Bronx native transplanted to New England, she holds an MBA from Long Island University in New York and a BA from the City University of New York. Marian’s special interest is helping people to preserve, share, and perpetuate family history. In this interview, Marian shines a light on how she organizes her family photos, which date back more than a century!

How They Do It: Marian Burk Wood

How long have you been doing genealogy?

My family history journey began in 1998, when the genealogist on my mother’s side asked about my father’s parents. I knew almost nothing about those ancestors. Little by little, I learned how to do research, and soon I was hooked, especially when my search led me to long-lost cousins.

What’s your favorite thing about being a genealogist?

Cousin connections! Although both of my parents had many first and second cousins, I met only a few when I was young, and never even knew the names of others. That’s why I jump for joy when I connect with a cousin and we have the opportunity to get acquainted, reminisce, and share family stories.

What’s your biggest challenge when it comes to organizing your genealogy/family photos?

My late father-in-law was a photo buff from an early age, snapping and developing his own photos from 1917 on. It’s a challenge to organize and safely store these photos because they vary in size and shape, and a number are already deteriorated. Some negatives were stored in envelopes or paper wrappers, interleaved with prints, while others were in paper wrappers marked “not printed.” I’ve scanned and inverted most of the negatives to try and identify the people and places. It’s important to my family’s history to safeguard these century-old photos and negatives, plus the original handwritten notes.

I’m experimenting with putting photos, negatives, and notes in an archival photo album, rather than the archival sleeves and boxes I currently use. Here you see one of the handwritten notes with one unprinted negative from 1922-1923:

After scanning, the negative(s) and the note go into the archival album, with space for written captions. For the next batch, I’m going to use archival photo pages in binders so I can easily rearrange the pages:

What is your favorite technology tool for genealogy/family photos?

My trusty Canon CanoScan 8400F does a dandy job of scanning photos and slides that I import into different photo applications for fine-tuning. In particular, I like Vivid-Pix for restoring faded, cracked, and torn digital images.

If you were starting out new as a genealogist what would you do differently?

If I could go back in time, I would carefully cite my sources and write down the provenance of old photos and captions, if not obvious. Back in the day, I was so excited about each discovery that I barely stopped to note my sources. I didn’t have the experience to know that in the future, I would want to retrace my steps and mine those sources for more details and insights.

How do you go about sharing your personal research/photos with cousins or other interested parties?

Cousins are invited to view my public family tree, posted on a variety of genealogy websites. I digitize and share old photos privately with individual cousins, asking for help identifying people. Then I digitally label each person on the photo before sharing an uncaptioned and a captioned version with cousins. For one group wedding photo, I color-coded the names I digitally put on the photo to indicate which branch of the family each person belonged to, my way of clarifying the relationships. That was a big hit with the cousins whose ancestors were in the photo. Here’s an example of a digitally captioned family photo (I use Preview on my Mac to add the captions):

For the wider world, and for cousin bait, I share finds from family history and selected photos of ancestors on my genealogy blog. The “ancestor landing pages” along the top summarize what I know about each ancestor or family and include links to individual blog posts. I also blog about research methodology and planning ahead so genealogical materials wind up in safe hands (family or non-family) later on.

Do you have a dedicated space in your home for doing genealogy research? What’s it like?

In my home office, a couple of steps from my desk and computer, I have a file cabinet just for genealogy, plus shelf space for my multitude of archival boxes and reference books. When working on a project, I temporarily store documents and photos in an archival box (or for really short term, a storage tub) so the materials are in one place. This is my alternative to piling things on my desk, where they tend to get in the way.

What’s your biggest piece of advice to genealogists in terms of organizing their research/family photos?

Think long term. We’re not just organizing for ourselves but for the sake of future generations. I love archival boxes for original documents and old photos–I have nearly 40, with surname labels–but I also recognize that archival photo albums would be easier to browse, which I want to encourage. The best organizational methods and materials are those that work for today and for tomorrow, keeping documents and photos accessible and safe. I consider my approach to organizing genealogy a work in progress. I’m always looking for fresh ideas to make my research more accessible for me and for those who come after me.

Thank you so much, Marian! I love these ideas for organizing family photos! Photo organizing can be so overwhelming for so many people (including me), so these very practical examples are much appreciated. I also appreciate your comments about our genealogical legacy. I can’t wait to read your book!

Filed Under: Excitement, Organizing Tagged With: family photos, How They Do It, Marian Burk Wood, organizing aids

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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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