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Organize Your Family History

Stay focused and happy while exploring your roots

My progress-tracking spreadsheet

August 31, 2025 By Janine Adams 16 Comments

I wrote this post, which is one of the most-read posts on this blog (more than 31,000 views!), way back in 2013. It got a great response, so I thought I’d run it again for newer readers. For me, being able to see at glance which documents I’ve found (or need to find) for my ancestors has been really helpful. I hope you find the post useful!

My memory is not what it used to be. And I’m finding the more family history research I do, the more I’m duplicating effort. In the process of researching one person, another person will pop into my mind. I’ll look for a record for that person, rejoice in finding it, then realize I’d already found it!

So in an effort to avoid that, as well help me in my never-ending quest to not feel overwhelmed about my genealogy research, this past weekend I created a series of progress-tracking spreadsheets. I was inspired by Miriam’s Census Spreadsheet, which is a Google Doc. I’m a Mac user and I used the Numbers program (similar to Excel) to create three spreadsheets (so far) that track progress, by ancestor, on finding the following records:

Sheet 1: BMD

  1. birth records
  2. marriage records
  3. death records
  4. burial records
  5. grave photos

Sheet 2: Censuses

On the first table (pictured above) I have a row for each ancestor (this is a work in progress…I’ve been adding info a generation at a time and up to my great-great grandparents), and a column for each U.S. Census. I fill in the square in blue if that record was found. A grey square indicates the ancestor wasn’t alive for that census. A blank (white) square indicates I still need to find this record. I also have a table of state censuses, so I can note those.

Sheet 3: Military

Here I track what military records I’ve found for each ancestor, by war or conflict. This one’s definitely a work in progress.

Going through this process helped me realize how much census work I’d done and how much more work I had to do to find birth, marriage and death records. I think these charts will help me feel a sense of accomplishment and also help me hone in on work that needs to be done. I’ll keep adding ancestors from Reunion, until I’m caught up, and then plan to keep up with the spreadsheet as I find more records.

Filed Under: My family, Organizing Tagged With: organizing aids, overwhelm, planning, progress log, research, research log, resources

The challenges of downsizing inherited items

May 8, 2025 By Janine Adams 6 Comments

As I mentioned, I moved last summer, downsizing from a 3200-square-foot house to a 1700-square-foot apartment. It’s a spacious apartment but it certainly lacks the storage that our house had. (In addition to 3200 square feet the house had a full unfinished basement.) I let go of a lot in the moving process, but I did move of the family photos I’ve accumulated and never really done anything with. These are photos passed down to me, as well as photos from my lifetime (and my husband’s).

I felt the pain of my limited storage space again this week when I moved some furniture around in my office and took the photo boxes off the bookshelves they were on so I could move the shelves. Before returning them to the shelves, I glanced through the boxes to see if I could consolidate any of them to save space. Nope. There’s a treasure trove in there but it’s going to take some time to go through. I have nine photo boxes of varying sizes to deal with. I need to formulate a plan to do that!

This morning, in the midst of thinking about my photos, I received genealogist Amy Johnson Crow’s email newsletter and was delighted to see that it was all about downsizing and family history. It features a link to the interview she and I did in 2019 for her podcast, Generations Cafe.

The interview touches on some strategies for downsizing your own belongings as well as helping family members downsize, which can be an even larger challenge.

Amy’s email prompted me to see if I had written here before about this interview, and I have. This post from 2022 reminded me how overwhelmed I was by the items I inherited when my father died and when my aunt (his sister) moved to a nursing home, all within the space of a few months in 2022. The fact that I was able to whittle the stuff down before my husband and I moved in June 2024  and now just have nine photos boxes actually makes me feel good.

At the end of the interview, I made a statement that really hit home for me today. I said, “Right now I’m thinking of these photos I need to go through as a chore. But it’s really not a chore, it’s a privilege.” That’s true isn’t it?

It’s more pleasant to go through these treasured photos and ephemera when you’re not under a lot of time pressure. If you have inherited items calling to you for attention, please consider working on them sooner rather than later when you have a better chance of enjoying the process.

Here’s a link to the podcast episode if you’re interested in listening to the interview.

Filed Under: Challenges, Organizing, Preservation Tagged With: amy johnson crow, downsizing, inherited items, keepsakes, overwhelm

How I processed my Civil War pension files

April 14, 2025 By Janine Adams 4 Comments

I’m fortunate to have three ancestors who fought on the Union side in the Civil War and for whom I was able to obtain pension files from the National Archives. Ten years ago, I wrote a post about how I processed those files, starting with creating a robust source citation. I got good feedback on the post, so I thought I’d resurrect it in case newer readers would find it helpful. The pension files truly are treasure troves of information and the painstaking time I spent going through them paid off. If you want to request your ancestor’s pension file, you can do so on this page of the NARA website.

Processing civil war pension filesAs I mentioned a couple of weeks ago, I received my 3d great grandfather’s Civil War pension files from the National Archives in record time. I’d been prepared to wait 45 to 120 days and it arrived the week after I submitted the request online.

I dug right in and started processing the information. I was so grateful that I had attended the class Anatomy of a Military Pension, presented by Certified Genealogist Julie Miller at the National Genealogical Society’s annual conference that month. She provided step-by-step instructions of what to do with a military pension.

So the day after I received that 65-page pension file, I did what Julie suggested. I put the documents in chronological order and I assigned a number to each. Then I figured out a citation for the overall file and a  citation for each of the numbered documents.

Coming up with a proper citation was a bit of a challenge and I emailed Julie, who was kind enough to share the citation she uses for these files. (She had given us that info in the talk, but I hadn’t written it down.)

Here’s the citation I’m using for the overall pension file for my ggggrandfather, Richard Anderson Jeffries:

[278] Jeffries, Richard Anderson (1st Sgt., Company D, 13th Regiment, Missouri Volunteer Infantry, Civil War), application no. 567612, certificate no. 529585, Case Files of Approved Pension Applications, 1861-1934; Civil War and Later Pension Files; Department of Veteran Affairs, Record Group 15; National Archives, Washington, D.C.

278 was the next number in my source list in Reunion, my family tree software. Each of the individual documents is numbered, starting with 1, and has its own citation. My intention is that when I enter a fact into Reunion, I’ll use Source 278, but I’ll include in the detail field which of the 26 individual documents that particular fact came from.

I created citation labels for each of the documents and affixed them to the appropriate pages. (That’s the citation for document 16 above.) Then I scanned the whole document into a pdf. I elected to have one pdf, rather than 26 individual ones–time will tell whether that was a good choice. (Edited to add a year later: Yes! That was a great choice.)

The next step, according to Julie is to transcribe the documents. Yes, I’m going to type word for word exactly what is on the documents. Julie urged us not to skip that step because when we transcribe, we learn things we would not otherwise learn.

After I transcribe, I will abstract the documents, so I can tell at a glance what they are and what info is contained within each. And then I’ll enter the new-found facts into Reunion, my family-tree software.

That’s a lot of work, but I’m delighted to have learned how to be thorough with it. And I know I’ll learn so much about my ancestor.

I am so grateful to have this structure, because just a few days after receiving Richard Anderson Jeffries’s file, I received the pension file for my gggrandfather, George Washington Adams. That file is over 100 pages; I had to request and pay for the rest of the file (another 80 pages) to be copied–I’m still waiting for part two. That same week I received the third and final pension file, for another gggrandfather, Benjamin Franklin Igleheart. All three pension files, probably 250 pages, came within two weeks of my request.

If I did not have the structure Julie provided in that talk to thoroughly process the information, I know I would feel overwhelmed. I would probably skim the documents, pluck out a few easy-to-find facts, and put them away intending to get to them later. And I don’t know when later would be.

I have skimmed the most recently received pension files to get a preview what I’m going to learn. (G.W. Adams had a big dispute about the amount of his pension–an adversary in the Soldier’s Home turned him in for saying he was more disabled than he was!) But I’m not going to analyze them until I’m finished with Richard Anderson Jeffries. So that will be motivation to go through the process.

I think these pension files are going to be a great learning experience not just about my ancestors, but also about doing proper genealogical research. This feels great!

Filed Under: Challenges, Genealogy tips, Organizing Tagged With: Adams, Civil War, excitement, Jeffries, overwhelm, record keeping, research, source documentation

You CAN organize your family history

October 17, 2023 By Janine Adams Leave a Comment

I just re-read an empowering post that I originally ran here on February 19, 2021. I’ve slightly edited it and am running it again, because I think it’s a powerful message. I hope you think so too.

I’m a big fan of the Yoga with Adriene YouTube channel. I’ve been doing at-home yoga via free videos hosted by Adriene Mishler for just over two years. My practice is a little more spotty these days, but during the pandemic I didn’t miss a day for more than a year.

Why am I mentioning this on my genealogy blog? The video I did on February 19, 2021 was called Yoga for Self Doubt. It was a lovely practice with an encouraging and empowering message. I love Adriene so much, I often ask myself how I can be more like her. I walked off the yoga mat with the intention of being more empowering for my clients and the people who read my blogs. So I decided to simply express encouragement and empowerment on the blog in this post.

If you came to this website because you were confused or overwhelmed about how to organize your genealogy research, I’m here to tell you that as challenging as it might feel, you can do it. It it feels confusing, just get started and the confusion may clear up for you.

Try to let go of any fear that you’ll do it wrong. First of all, there isn’t a right way to organize your genealogy; there’s just the way that works for you. Secondly if you start on a path that doesn’t work for you, you can always tweak it.

Sometimes it can be helpful to do a do-over. Purchase some software, and start entering in your family tree, including only verified facts and citing your sources to back up those facts. That’s what I did when I abandoned my over 100 pages of hand-written (unsourced) five-generation pedigree charts about ten years ago. I take great comfort in knowing I have a solid tree (and I’m improving my source citations and gleaning more information as I work on my source documentation project).

If genealogy ever gets you down, please don’t beat yourself up. Remember you’re fully capable of getting back on course. Take a class. Sign up for the Rootstech virtual (or in-person) conference so you can have access to hundreds of free educational sessions. Keep reading genealogy blogs. Join my mailing list. Use social media to get advice or find cousins who can help.

If you have specific organizing questions related to genealogy, feel free to reach out to me via email and I’ll see if I can help. And if you have suggestions for topics I could cover on the blog, let me know.

Genealogy is an amazing hobby, but I know from experience it’s easy to feel bogged down or overwhelmed. Please don’t feel discouraged. You got this!

Filed Under: Challenges, Genealogy tips Tagged With: overwhelm

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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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