Organize Your Family History

Stay focused and happy while exploring your roots

How They Do It: David Allen Lambert

By Leave a Comment

It’s been a little while since I published a How They Do It interview and I’m delighted to present this one, from David Allen Lambert, Chief Genealogist for the New England Historic Genealogical Society in Boston and co-host of the Extreme Genes podcast. David is a prominent speaker at genealogy conferences and I was thrilled that he agreed to participate when I approached him at the NGS conference last year!

How They Do It: David Allen Lambert

How long have you been doing genealogy?

I started being interested in genealogy as a child at the age of seven during the Bicentennial in 1976.  Seeing Roots on Television also ignited this passion which I have enjoyed for over 40 years now.

What’s your favorite thing about being a genealogist?

My favorite thing in genealogy is having had the opportunity for the past 27 years to work at the New England Historic Genealogical Society in Boston and assist others with their research.  The ability to pass along a tip, or have a full day consult and break down a genealogical brick wall with a fellow genealogist is quite rewarding.

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

I have been currently undertaking during COVID-19 to organize my genealogical records digitally.  Creating digital folders for each ancestor and scanning documents.  As it is for most people, the challenge is finding the time to commit to your own research.  So I would say my biggest challenge is “free time”.

What is your favorite technology tool for genealogy?

I enjoy all the tools for genetic genealogy.  However I must say that I have enjoyed Gedmatch and DNA Painter the most in the last couple years for research into DNA mysteries.

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

I would concentrate on getting all the stories from your older relatives before they are gone.  By the time I was 30 my parents had both died, and also my grandparents.  Stories are so important because they bring our ancestors back to life.  A life story can be compared to like the dash on a gravestone, the names and dates are important – but the dash gives us the stories of their lifetime.

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

I use notebooks for each research trip to the Family History Library in Salt Lake City and the National Archives in Washington, D.C.   I look back through these notebooks and use forms to list my to do list so I do not duplicate my research efforts twice.

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

I often use a genealogical program or an online tree to add notes that I can go back and reference.  I also print off these notes and add them to a binder.

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

I believe in public trees online.  This is how people will find you, and you then have the ability to connect with lost family members.  I also create “homestead” groups on Facebook to share the photos and stories I have with cousins who are not on commercial genealogical websites.

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

I keep a genealogical notebook that I have for research trips handy and updated.  I bring a laptop computer, a portable hard drive, and a few portable thumb drives.  I make sure my camera has plenty of space, or my cloud-based storage will allow for up to 1,000 images.

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

Find a system that works for you.  But also create a system that your family members will understand after you’re gone.  There are many publications on organizing your research to guide you.  I find having folders on each family surname I have has worked best for me over the past forty-plus years.

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

I split my time between my downstairs office computer, and an old bedroom now converted into my genealogical archives in my home.

Do you have anything to add?

Your genealogy is the story of your ancestors, but it is also important to concentrate on your recent family members.  Have you ever written down how your parents met?  What were all the place you lived, worked or went to school?  Have you identified all the photos you have ever taken?  When you find it frustrating that you cannot identify photos, or not locate stories on your ancestors – remember someday you will be an ancestor too.  Take on the responsibility of recording your story, and that of your parents and grandparents.  We are the story tellers for the generations not yet born.  Let’s teach them about our generation, and leave them a rich genealogical heritage to be proud of starting from you and going back in time.

Thank you, David! The message about taking responsibility of capturing stories and identifying photos for our descendants is so important! You can learn more about David and read his blog posts on the American Ancestors blog, Vita Brevis. I also enjoy following him on Twitter at @DLGenealogist.

How They Do It: Julie Goucher

By 5 Comments

I’m so glad to bring you another post in my How They Do It series! This month’s interview is with Julie Goucher, a UK genealogist and one-name study expert who was recommended by a reader. Julie is a well-respected writer and speaker on genealogy and is the Pharos Tutor for three One-Name Studies/Surname studies courses. She is a Trustee for the Guild of One-Name Studies and has two One-Name Studies for the surnames Orlando and Butcher, which represent her parents. Julie writes for several genealogy magazines, including Family Tree Magazine (UK) and Who Do You Think You Are? Magazine. Most recently she wrote a Surname Research Guide for the Guild of One-Name Studies, a new course for Pharos on the practicalities for One-Name Studies and is currently writing a book called Last One Standing which should publish later this year. You can keep up to date with Julie at https://anglersrest.net.

How They Do It: Julie Goucher

How long have you been doing genealogy?

Since 1988, so about 32 years. Where did that time go?

What’s your favorite thing about being a genealogist?

The thrill of the chase of information plus the journey our research takes us on. Not to mention the friendships we make along the way as we research and connect with others.

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

Keeping on track with the research and filing documents and items away when I am researching. I do though consistently keep notes.

What is your favorite technology tool for genealogy?

I think this has to be the availability of the internet, which shrinks the world to the size of a matchbox and a smart phone.

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

Spend more time with family members, asking questions. Even though I did that, there is still many I wish I had asked. The other thing I would do differently is to research and “deal” with that research immediately so there was no paper backlog.

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

Yes, I do. I am a prolific note taker, so have research logs since I began researching, though those early ones are sketchy in places. I have used a written log and an electronic log, which I kept as a spreadsheet. My favourite way is via pen and paper. I use a notebook and use it confirm what I have researched and what I have found (or not found). I build a to do list at the same time.

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

Trusty notebook and pen. On occasion I use my notes area of my iPhone, but these are migrated to my notebook as soon as I can. I use the same for blog posts, articles and presentation ideas too. I also date everything. Notebooks of choice are Leuchttrum1917 for notetaking and journaling. I use a Traveller’s notebook system for a catch all when I am on the move. I recently have moved into a A5 Filofax for organising and planning blog posts, especially useful if I am working on a series.

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

Blog and newsletter and website. I do have online trees, but they are not my preferred method.

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

Consider the aims of the trip. What specifics I want to locate, and I always do background reading. The most important thing I can share is to note down or photograph, if you can, all the records you see. Just in case surnames that originate in one area have moved to another. Our people were more migratory that we really think. If I am not sure if it is the same family, I note it down, and assess later as opposed to discounting it during the trip. Also, date everything.

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

Keep it simple! Use the right tools for the job and take the time to learn how to use a piece of software. Make use of genealogical programmes for studies that do not involve just your family lines, such as a surname study or place research. Spreadsheets are good, but they are not meant for storing or creating family trees.

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

Yes, I have an office at home. It has too many books, or perhaps too few bookcases! Two filing cabinets, an armchair, desk and shredder. I also have a stand with my printer (and several piles of filing) and a seat which houses a lot of genealogical data CDs. The tops of my filing cabinet house boxes of photos.

Do you have anything to add?

Genealogy gives me a great deal of pleasure, as do the friendships I have made along the way. The documentation that archives hold is so very important as that adds evidences to our family tree. Not everything is online, and the other important factor is citing the source. Even if you only cite where the material was found and not much else, it is better than nothing. The point of a citation is that you and others can follow the research pathway using the citations you provide.

I’m so grateful to Julie for taking the time to answer these questions. I found myself nodding as I read her responses, particularly the bits about processing documents as you find them and making decisions about whether something is relevant after you get home from a research trip, not during. And, of course, the advice about citing sources–even if it’s an imperfect citation–is so on point. Thank you, Julie!

How They Do It: Nathan Dylan Goodwin

By 8 Comments

I am delighted to publish this How They Do It interview with novelist and genealogist Nathan Dylan Goodwin. I love Nathan’s genealogical crime mysteries books starring his protagonist Morton Farrier, a forensic genealogist. (If you haven’t read them and you enjoy reading fiction, you’re in for a treat.) Nathan has been doing genealogy research since he was quite young and I was very interested to hear how he organizes his research. Nathan lives in Kent, England (which you’ll notice in some of his responses).

Author Nathan Dylan GoodwinHow They Do It: Nathan Dylan Goodwin

How long have you been doing genealogy?

I started doing genealogy when I was twelve years old…I say started, but what I actually mean is spent an inordinate amount of time creating family trees and not really knowing what I was doing! I did have the presence of mind, though, to interview (on a basic level) several elderly relatives, including my great grandfather’s sister, who was born in 1895. At the wake after her funeral, I gathered up all of her unwanted photographs, which had been destined for the dustbin. It was around 1998 when my research became more serious and I began going to record offices, buying certificates, etc.

What’s your favorite thing about being a genealogist?

First of all, I love the puzzle-solving element of finding out about my relatives and discovering things about their lives, which nobody else knows. My second favourite thing is making contact with living relatives, something which has been really important to me since I started in genealogy. I’ve met so many wonderful distant cousins from all around the world and very often they are in possession of photos and documents, which I would never have come across from record offices or genealogy websites. One of my prized possessions is a family bible belonging to my great-, great-, great-grandparents, which was given to me by a 3rd cousin, about whom I knew nothing prior to tracing the siblings of my great-, great-grandparents down to living relatives. Seeing my interest, she very generously gave me the bible.

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

Organising it! I’ve been the family genealogist for a long time now and so frequently get passed various family documents, which invariably need preserving as they are and also in some digital form, which can be shared with other interested family members. This process, as genealogists are aware, can be very time-consuming. So, I’m ashamed to admit that I have a lot of semi-sorted box files pertaining to each family name that I am researching.

What is your favorite technology tool for genealogy?

I’m a huge fan of anything DNA-related and am delighted with the development and release of analysis tools on Ancestry, GEDmatch and MyHeritage. My current favourite, though, is probably the tools available on the DNA Painter website. I’m very often using the ‘What are the Odds?’ tool, as well as Blaine Bettinger’s Shared cM tool. Love it!

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

Had it been available at the time, I would have DNA-tested everyone in the family! I’m lucky to have my mum and maternal grandmother tested, but don’t have much on my paternal side. Other than that, I would ask far better questions of my elderly relatives. When I started out, I would ask questions about family members – names, birth dates, children, etc. – information I can now find within a few seconds online. I should have asked what life was like for them growing up, the personalities of their families, what pastimes they enjoyed, and any other questions, which cannot be found in other sources.

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

I do keep a written journal when I begin a complex genealogy problem, such as helping an adoptee find their biological family; something I have done several times, now. Owing to the complexities of such a challenge, it is easy to overlook something or forget areas of research which have been already explored. I usually note the date, what research I undertook and any next steps I need to take.

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

The main way in which I share my research is via my (private) Ancestry tree. I find this isn’t too overwhelming and is easily navigated. The line of my family, which I started working on at the age of twelve, was my grandmother’s maiden name, Dengate, and since 2002 I have maintained a website, www.dengates.com dedicated to the family name. It is also my one-name study. The website is currently undergoing a major overhaul, but once up and running it’s a great way to share information, stories, videos and photographs. Having the website also encourages others to share their information with me and other interested parties.

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

Before any research trip, I always make sure the records that I want to see are actually going to be available to me and pre-order them, if I can, to save time. I have an on-going Notes file on my mobile phone and so add document references to it until I’ve built up a big enough list for a particular repository to justify a visit.

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

Nathan Dylan Goodwin in front of his writing spaceI think everyone organises their research differently, so my advice would be to choose a way, which means that you can access something at a later date when you’ve built up a lot of material. Personally, I have (per family surname) a file for birth, marriage and death certificates (in chronological order), a file for wills, several for photographs, one for correspondence and one for artefacts. I must admit that my photographs files are slightly haphazard and need organising in a better way!

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

I have a cabin at the bottom of my garden, which I use predominantly for writing my genealogical crime mystery stories, but I do also undertake some genealogy down there, too. Otherwise, I’m sat at the dining-room table on my laptop!

A cabin at the bottom of a garden sounds like a delightful place to write and do research! You can read a short prequel to Nathan’s genealogical crime series at his website, www.nathandylangoodwin.com and the whole series can be purchased at Amazon and other retailers. Thank you, Nathan, for this peek at how you organize your research!

How They Do It: Megan Smolenyak

By 1 Comment

This month I’m thrilled to present the insights of genealogical adventurer and storyteller (don’t you love that description?) Megan Smolenyak Smolenyak. Megan is well known as a writer, speaker and TV guest and is the author of six books, most recently Hey, America, Your Roots Are Showing and Who Do You Think You Are?: The Essential Guide to Tracing Your Family History, the companion guide to the TV series. Her personality shines through in this interview. Enjoy!

How They Do It: Megan Smolenyak

How long have you been doing genealogy?

I’ve been doing genealogy since a 6th grade homework assignment got me started, so decades now!

What’s your favorite thing about being a genealogist?

I get to wake up every day and play detective to help other people. That’s pretty great, isn’t it? I love the thrill of the hunt, and playing at the fringes. That’s why I was one of the first to play with DNA, use genealogy for forensic purposes (e.g., military identifications, FBI civil rights cold cases, coroners’ offices, etc.), produce roots-oriented videos, and so forth. I like experimenting to find different ways to apply genealogical research and hopefully wind up doing some good.

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

My biggest challenge organization-wise is my personal research. I’m quite organized when it comes to others’ family history, but not so much with my own. I don’t get much time to play with it, but suffice it to say, I have decades of research in a variety of formats.

What is your favorite technology tool for genealogy?

I wouldn’t say they’re my favorite, but more the toys I’m playing with lately. I’ve been pondering recently how to ensure that my personal research survives me, and since there are no keen genealogists among my close family members, I’ve been looking for ways to share what I’ve learned in ways that relatives might find half-way interesting. So I’ve been experimenting with what you might call distribution tools.

Megan’s wall of Mixtiles

For instance, I have lots of my father’s slides from our time living in Europe, so I selected and edited some and now have a display along a long hallway. To do that, I used the Mixtiles app, and what’s great about it is that each “tile” can be applied and removed multiple times, so I can rotate the content over time. Then I took it a step further and made a slender book of these same slides using Blurb and sent copies to my dad and siblings.

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

When I first shifted careers to genealogy, I said ‘yes’ to every opportunity that came my way, and I would still do that again today. That said, I should have started turning down some invitations earlier than I did. While I’m beyond grateful for all the opportunities that have come my way, I got myself over-obligated and it took years to dig out.

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

It depends on the project and scale, but for the most part, conventional research logs in good, old-fashioned Word. And I’m a big fan of white boards when juggling multiple sub-projects (e.g., orchestrating research for a TV season). I once worked in a place that had an entire wall made of white board and I’d love to have that again!

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

Again, fairly old school. For instance, a dedicated notebook for a particular project. Or a generic notebook for multiple projects where I scribble ideas and then create an on-going table of contents (from the back of the notebook in) so I can easily find what I’m looking for (color-coding often comes into play). Sometimes I’ll append pages for this purpose to a research log. Also, for those times when I trip across cool new sites I want to explore, but know I’ll get distracted by, I’ll add them into a slot in my calendar app and then give myself time – usually a random Friday afternoon – to play with several at once.

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

Homework, homework, homework. I explore the websites of all the repositories I plan to go to and dig into their catalogs, online collections, and the like so I know exactly what’s necessary and exactly what’s possible. I’ll often wind up back-and-forthing with an archivist or librarian in advance – sometimes to have materials waiting, perhaps to clarify details about a particular collection, or maybe to pick their brains for further ideas. I recently did this for a research trip to the Archives of Macau, and it saved so much time – not to mention, gave me some gems I probably wouldn’t have found on my own.

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

This is probably a blinding flash of the obvious, but get yourself organized when you’re first starting out. Form those habits early. If nothing else, you will save yourself so much re-work by not constantly re-inventing your research trail.

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

Yes, since I’ve been a professional genealogist for two decades now, I’ve always had a dedicated room for my office wherever we lived (Virginia, New Jersey and Florida so far), and they’ve all had their own vibe. My current one is lighter and airier than in the past – partly due to digitization reducing the need for filing cabinets and other storage. I have a large sit/stand desk (very reasonable at IKEA), a filing credenza, a bookcase, and a utility cart (IKEA again) and library cart (Demco caters to libraries, but sells to individuals) – the last two for current projects. I also have a sleeper ottoman (that’s hardly ever been opened into a bed) where visitors can plop themselves down and get comfortable. The walls are light teal, the furniture is mostly white, and there’s lots of colorful art. So all that, terrific views and Mixtiles. More Mixtiles.

I love Megan’s light-hearted, but wise, responses and this peek into the organizational life of such an experienced genealogist. I had never of Mixtiles and excited to explore more! Thank you so much, Megan, for sharing!