Organize Your Family History

Stay focused and happy while exploring your roots

How They Do It: Julie Goucher

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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!

My 2020 genealogy goals

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I have a confession to make. I’m good at setting genealogy goals at the beginning of the year but I’m very bad at paying attention to them. One of the problems is that in the past I’ve set up complicated (though measurable) goals that I’m not able to keep top of mind. I set a complicated goal chart as part of my 2015 goals and I’m pretty sure I didn’t look at it all year. Another problem I’ve encountered is that my genealogy goals were sometimes unrealistic. In the post linked above, I wrote, “I’ve learned that when I create unrealistic goals I tend to ignore them.” That is so true.

So this year, I’m keeping it simple. I’ve decided to focus on my paternal great grandmother’s line, the Iglehearts, after having spent a couple of years researching her husband’s line. It’s full of opportunity because I have a Civil War Union veteran in that line (Benjamin Franklin Igleheart, 1845-1913) whose Civil War pension file I haven’t yet transcribed or analyzed. I can also trace myself back to the Mayflower on that line, but I haven’t verified everyone in that path. I’m excited to shift gears a little and focus on some different people.

Here are the goals I set out for myself for 2020, which I wrote in Evernote on an airplane ride on January 3. They feel gentle and realistic.

  2. Transcribe Benjamin Franklin Igleheart’s Civil War pension
  3. Trace myself back to the Mayflower by Thanksgiving
  4. Eliminate the downloaded documents backlog
  5. Create habit of processing documents as I download them
  6. Keep logging each research session (including next actions)
  8. Consume purchased learning resources
  9. Watch at least one webinar a week

If I can build a daily-research habit and a habit of watching a webinar every week, this will be a huge win. I think the practices outlined above will help stay in touch with my research and give me focus if I flounder. My goal of cultivating a daily research habit probably will mean lots of 30 x 30 challenges in 2020!

I tend to select a word of the year at the beginning of each year and this year’s word is INTENTION. These genealogy goals feel full of intention and I really think my word will bring me back to them every day.

How about you? Did you create genealogy goals for 2020? If so, feel free to share them!

 

Photo by Hobbies on a Budget via Flickr. Used under Creative Commons License.

The scanner that comes with your iPhone

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I recently learned on one of the many terrific Facebook genealogy groups I belong to (I apologize that I don’t remember which one), about a little gem hiding in the iPhone and iPad. I’ve been using an iPhone since I bought a 4S back in 2012 (the same year I started this blog!), but I had never heard about this feature. It’s the scanner feature on the native Notes app.

I don’t use the Notes app much, since I tend to use Evernote to actually keep notes, but I’ve used it off and on over the year. Since I learned about the scanner feature, I’ve using it every time I have a piece of paper I want to capture. I’ve found it easier than using a dedicated scanning app. And it’s handy sometimes that creates a pdf, rather than a jpg.

Here’s how it works:

Let’s say you’re in a library or repository and find a document you want to save.

  1. Open the Notes app on your iPhone or iPad.
  2. Press the icon to create a new note.
  3. Touch the icon that looks like a + sign inside a circle.
  4. Touch Scan Documents
  5. Position your phone above the document.

The app will try to locate the edges of the document and take the picture automatically. (It’s like my bank’s app when I’m doing a mobile deposit of a check.) If it can’t find the corners quickly, you can press the round shutter-release icon (like on the camera app) and take the picture and then adjust the corners as necessary. For books that aren’t lying flat, that’s more likely to happen.

For pieces of paper, the photo tends to get taken automatically. It’s really fast and easy–it feels like magic.

Once you have the scan, you can press Save, or you can press the little icon of the picture and then retake it. Once you press Save, you can keep it in your Notes app for processing later or use the Share icon to either email it to yourself or save it in Evernote, Dropbox, Google Drive or other apps that might work for you.

On my next research trip, I will give it a try. I think it will save time over just using my phone’s camera, as I did on my Kentucky trip.

One caveat: I understand that in the latest iOS iteration from Apple, the iPad has its own operating system, rather than sharing the iPhone’s. I have not downloaded iOS 13 yet (I like to wait until the kinks are worked out before downloading) and I don’t use an iPad. I’m assuming this feature will exist in the new iOS for the iPhone and the iPad, but I haven’t tried it.

 

Review of the Epson FastFoto FF-680W photo scanner

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Earlier this year, I was offered the loan of an Epson FastFoto FF-680W photo scanner to try out and blog about. The offer coincided nicely with the discovery, while I was cleaning out a seldom-used closet of a cache of photos from the 1980s and 1990s, documenting my 20s and 30s. I am not a photo album person–I’ve created probably two albums in my life. But I knew that storing these photos in photo boxes (some organized, some not) meant that I wasn’t looking at them. So I liked the idea of scanning them.

To be honest, I was thinking of my organizing blog, not this one, when I decided to accept the offer of the loan of the scanner. So last month I posted my review there. (Spoiler alert: I liked the scanner!) But it just occurred to me that readers of this blog, who certainly have photos to deal with, might also be interested in the review. So I’m basically reposting it here.

I scanned hundreds of photos with this handy little scanner. It’s a sheet-fed scanner (like a fax machine), so it handles prints only. The photos I was scanning were relatively new and were not fragile, so I had no hesitation to put them in the sheet feeder. Based on my experience, though, I think I’d be comfortable putting old photos in the sheet feeder, as long as they weren’t crumbly or torn. The scanner does come with a carrier sheet for more delicate photos, though I didn’t try it.

The scanner has software that allows for easy organization of the digital photos, assuming you’ve already taken the time to organize the prints. As I explained in a post on my organizing blog, I went through my photos and grouped them into categories that made sense to me. The software is set up so that you can assign a year (or a decade), a month (or a season), and a description to each batch. The description becomes the folder name and the year, month and description, followed by a number become the file names for each photo in the batch, which are numbered sequentially.

Here’s a photo of the screen where you make those selections:

It’s quite simple. If you finish a batch and later find photos that belong in that folder, it’s easy to just make the same selections and they’ll be added to the folder.

If I were scanning photos of ancestors–particularly if it wasn’t a large volume–I might bypass the built-in naming method provided by the scanner software and instead name them individually use the file-naming protocol (Date Type of Document-Ancestor Name-Locality) that I use for my genealogy documents.

For my snapshots in this scanning project, once I got past the idea that I needed to name every photo (again, see my previous post on my organizing blog), the process went quickly. The scanner is well named. It’s really fast!

Here’s a 20-second video I took of the scanning, start to finish, of a batch of 32 pictures. It’s really that easy and fast. I scanned at 300 dpi (the fastest setting) but I could have scanned at 600 or even 1200 dpi in JPEGor TIFF formats. I was impressed with the number of options available. Obviously, if I’d scanner at a higher resolution it would have been slower.

I was scanning snapshots at 300 dpi, so it’s a bit hard to evaluate the quality of the scanned photos. I did use the auto enhancement setting so that I would get a duplicate, enhanced version of any photos that started out sub-standard. These photos were color corrected and red eye was eliminated. Pretty cool.

I choose to store my photos on my hard drive, but the software allows you to upload your photos to Dropbox or Google drive with a click. There’s also a sharing button for easy sharing via Facebook or email. I chose to store the folders in my folder structure on my Mac, but there is an option for saving it to the Photos app.

At $529, this isn’t a scanner for the casual or infrequent user. But if you have a lot of photos to scan, it might be something to consider. It’s fast, easy to use and virtually trouble free.

The Epson FastFoto scanner made a project I’d been putting off really easy. I had no trouble organizing my prints—I broke that project into little pieces and really enjoyed looking at a the photos—but I had really dragged my feet doing the scanning. That’s a shame, because it turned out to be a breeze!