Organize Your Family History

Stay focused and happy while exploring your roots

Favorite RootsTech session: Do Something with that Box!

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Stacy Julian

I heard a lot of great sessions at RootsTech this year. But the one that really blew me away–because of the quality of its content and presentation–was Stacy Julian’s Do Something with that Box! Stacy is a blogger and podcaster and superstar in the scrapbooking world. You can learn more about her at www.stacyjulian.com.

“That box” that Stacy refers to is the box of family history papers, photos, ephemera and (sometimes) junk that so many of us have been given. It’s so easy to be overwhelmed by that box, isn’t it? In her talk, Stacy took us step by step through her methodology to make the stuff inside that box accessible “so that when you want to find something you can and when you have time to take action you know what to do.” As a professional organizer, this made my heart sing.

One of the things I loved about her approach is that it makes the process of dealing with a box of family-history stuff less overwhelming. Stacy has you sort everything into one of five broad categories, then go through each category and assess the value of each item. You’ll be discarding lots of stuff during this process, undoubtedly. Stacy makes the point that scarcity creates value–if you are discerning about what you keep, your family members are more likely to look at and enjoy the items.

After sorting and assessing you’ll assign an action to each item that requires one (digitize, transcribe, share, etc), using a sticky note. The final step is to file the stuff into a file box using the same broad categories you started with. As you go through the documents, you’ll put those that excited you into an Action folder. Once you have ten items in the Action folder, you take action.  An optional step in the process is to create a timeline, as you go, for each generation of the family represented by the box.

The system gets you to a “good enough” place where your stuff is easily accessed–by you or other family members–without expending a huge amount of effort. And when you have an itch to take action, you’ll know just what to do. Genius.

Stacy was kind enough to give me permission to make the handout that she gave to RootsTech participants available to you. At the bottom of this post are images of each of the five pages. Click on each to see a larger version.

The handout is great because it gives you the bones of her fantastic method. Hearing her speak about it was even better–there were videos included in her presentation and her energetic style was so enjoyable (and effective).

I have some great news: Stacy is developing an online course on this topic! So you’ll be able to get all the great content those of us in her RootsTech audience experienced (and probably more). I’ll be sure and post when that’s available.

In the meantime, take a look at this handout and see whether you might be able to take some steps to tackle one of your boxes while you’ve got extra time at home.

Letting research trip planning be easy

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As I’ve posted here, I’m planning a research trip to Kentucky later this month. I’m bound and determined to get the most out of this trip by doing a great job of planning for it in advance. My father’s paternal line lived in Kentucky for at least four generations so a lot of my people lived there, primarily in the 19th century (though some stayed there in the 20th century). I’m researching collateral lines, in addition to direct-line ancestors, so there are of things I can research there. What goes hand in hand with a lot of opportunities? Overwhelm.

Each day as part of my current 30 x 30 challenge, I’ve been working on planning the trip, but I’ve been a little scattered in my approach and it’s getting a little frustrating because I’m not really making decisions. I’m searching for clarity. And I think I found it.

Yesterday, my co-host Shannon Wilkinson and I recorded Episode 54 of our podcast Getting to Good Enough. (We’ll publish it on June 13.) The episode’s theme was Let It Be Easy, which is my mantra, as I’ve shared on this blog. As we were talking about this topic, I realized that I haven’t been letting this planning process be easy. Quite the opposite. Time for things to change.

So as soon as we finished recording, I pulled out some paper and started started brainstorming. I began with the all-important question, “Why do I want to take this trip?” Focusing on the answers to that question was so helpful. Four answers came to mind immediately and they gave my some instant clarity and direction. The answers were:

  1. To learn as much as I can about my 2nd great grandfather, George Washington Adams (1845-1938) (I’ve been fairly intensively studying him since I received and transcribed his 137-document civil war pension file)
  2. To solve mysteries
  3. To flesh out my family tree
  4. To expand my expertise

So now I’m focusing on identifying the blanks I can fill in for George Washington Adams, along with any information that could use more substantiation. I’m writing down mysteries, starting with those swirling around this second great grandfather (there are a few), and then I’ll look at how I might make tree stronger, bushier, and/or taller. I’d like to do a lot of that this week because next week I want to focus on scheduling the trip and contacting repositories.

I literally think the words “let it be easy” to myself probably four times a week. But for some reason, I hadn’t applied them to this trip. I’m feeling much better now that I have. I’ll keep you posted on how that goes!

Just say no to “should”

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It’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.)

[I initially published this post on May 17, 2016 with a different title. I came across it on my blog recently and liked the message so much I wanted to share it again for newer readers.]

Overwhelm rears its ugly head

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In the past, I was easily overwhelmed by my genealogy research. As my tree grew, so did my opportunities for research. I would sit down to research with no idea what to work on. A few years ago, I implemented a quarterly plan, where I would focus on one line per quarter, which helped narrow things down. That helped somewhat.

My focus got better when I implemented a few practices:

  • I decided to focus on one line (my Adams line) all year. That was last year, and this year, I’ve been sticking with the Adams family.
  • I started keeping an informal research log. At the end of each session, I write down next steps.
  • I consistently research every day, even if it’s as little as 15 minutes. That keeps my head in the game and means I don’t have to refamiliarize myself with my research at the beginning of the session.

Things were going along very well for the last six to nine months. Then I went to RootsTech.

The double-edged sword of being focused is that you get a lot done, but you have blinders on about other avenues or opportunities for research. RootsTech stripped off those blinders and I took lots of notes about possible things to research. I also came back from the conference with a busy client schedule and not as much time for research.

The result? I feel like I’m floundering a bit. I’m still researching daily. I’m still writing down next steps, but I’m a bit all over the place.

So today, I’m resolving to regain focus. My intention is to do that by choosing a project I can complete in a reasonable amount of time, one that has a clear start and finish. I have a bunch of unprocessed documents in my Surnames folder. As part of my digital workflow, I’m supposed to process all documents as I download them, but when I was at the Family History Library right before RootsTech I wasn’t able to do that. I’m going to focus on extracting data from those documents and filing them properly. In the case of the handwritten deeds I downloaded, I’ll also transcribe them.

I’m already feeling better because I have a focus, I know what I’ll be working on and I’ll be doing so systematically until I finish. When I come across other leads, I’ll write them down in my follow up folders in Evernote. (I keep follow up folders by surname in my Genealogy stack.) I’m hopeful that by the time I finish with this project I’ll have my mojo back and be able to stave off those feelings of overwhelm!

Keep your eyes out for a new 30 x 30 challenge in April. I’m going to need one!

Unmodified photo by Chris Duglosz via Flickr. Used under Creative Commons License.