Organize Your Family History

Stay focused and happy while exploring your roots

New Orderly Roots Guide on the way: How I Do It

By 4 Comments

I’m putting the finishing touches on a new Orderly Roots guide! It’s called How I Do It: A Professional Organizer’s Genealogy Workflow and it explains, in some detail, how I go about organizing my own genealogy research. I’m never one to tell someone that there’s one right way to organize anything. But I have been honing an organizing process for a few years that works really well for me.

Instead of writing a guide suggesting all the various ways you might organize your research, I decided to write one detailing how I organize mine, in the hopes that it will be a jumping-off point for you.

I’m excited that it’s almost completed and I hope to publish it by the end of the year. Right now it’s over 30 pages long and it might get a little longer. Please keep an eye out for the announcement that it is available!

Quick Tip #11: Process each document as you download it

By 2 Comments

Here’s the next in my occasional series of bite-size Quick Tips. Click on the Quick Tips tag for my other Quick Tips. Because I tend to write longer posts, I wanted to provide a quick-to-read (and quick-to-write) post every couple of weeks on a small topic that pops into my head. When I don’t do what I suggest in this tip, I always regret it!

Process each document as you download it

I am always battling a backlog of documents I’ve downloaded that need to be processed. By “processed” I mean creating a source citation, going through the document and gleaning facts and adding them to my Reunion database, with each fact sharing a source citation. (I describe how I process a document in this post.)

I love processing documents, actually. But when I’m in a flurry of searching, I sometimes keep downloading without processing. (Though I always rename the document, as described in Quick Tip #1.) When I let that backlog build up, I end up trying to stop myself from doing additional research until I get rid of it. I often accomplish that during a 30 x 30 challenge.

But when I’m on my game, I process as I go and it feels great. (It makes me feel like a researcher, not just a searcher.) I encourage you to give it a try if you’re not already doing it!

Photo by Sam Dan Truong on Unsplash

Check out Stacy Julian’s How to BEGIN with the Box

By 2 Comments

Back in April, I wrote an enthusiastic blog post about my favorite RootsTech 2020 presentation, Do Something with That Box from Stacy Julian. She kindly gave me permission to reprint her helpful handout because she hadn’t written about it on her own website.

I was delighted to see that last month she published a robust blog post on the topic that fleshes out what I wrote about. It’s called How to BEGIN with the Box and I urge you to check it out, even if you’ve read my post. It provides great detail and it includes the downloadable pdf of the handout, along with photos and explanations.

When I drove to Walla Walla in September, I took the opportunity to bring home a box of family stuff. It’s not so much documents as photos, but I intend to use Stacy’s framework as I go through it. (The box been sitting unopened for almost six weeks now…I think our stay-at-home holiday time will be a good time to address it.)

If you have a box of family memorabilia to go through, do yourself a favor and check out her terrific post. You can thank me (well, really, Stacy) later.

Quick Tip #10: Start with a research question

By Leave a Comment

Here’s the next in my occasional series of bite-size Quick Tips. Click on the Quick Tips tag for my other Quick Tips. Because I tend to write longer posts, I wanted to provide a quick-to-read (and quick-to-write) post every couple of weeks on a small topic that pops into my head. My research always goes better when follow the advice in this tip!

Start your research session with a question

It can be fun to click around on Ancestry and Family Search and just see what you can find. But if instead you start your session with a research question in mind, your precious research time will be better spent. Knowing what you’re looking for helps you stay focused and resist temptation. If you come across tempting information that doesn’t pertain to your research question, you can make note of it in your research log (or somewhere else) so you can come back to it at a later session.

Having a research question for each session is bound to make your sessions more productive and move your research along more quickly.

Photo by Sam Dan Truong on Unsplash