Organize Your Family History

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Some great downsizing advice

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Photo of Gena Philibert-Ortega

Gena Philibert-Ortega

Downsizing is something that most of us deal with at one time or another. And when you’re a genealogist, it’s especially challenging. (I blogged about it earlier this month.)

I was asked by Gena Philibert-Ortega to contribute some insights to her terrific two-part article on downsizing for Legacy Family Tree’s blog. She gathered some terrific advice from a variety of people and it’s definitely worth a read.

Here are the links:

Downsizing (Part 1) – Getting the Process Rolling (that’s the one I’m quoted in)

Downsizing (Part 2) – Let the Voices of Experience Guide You

Thank you, Gena, for including me!

Downsizing when you’re the family historian

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I was so delighted to see in my email this week that my friend, Amy Johnson Crow, is promoting the podcast episode she and I recorded back in the fall of 2019, Downsizing and Family History.

When I spoke to her in 2019 I didn’t have any personal experience with dealing with inherited family history items. I always viewed my parents as non-collectors and figured when the time came I wouldn’t be faced with too many challenges. But I’ve gained some experience now and there were plenty of challenges. In March, my father’s older sister moved into skilled nursing and I sold her home for her. (I’m her Power of Attorney.) I requested that any family-history related items be taken to my father’s condo for me to go through later. Then in May, I moved my father into assisted living and faced down going through his stuff and my aunt’s stuff in the same week so I could get his condo on the market. He passed away August 20, only three months after moving, and I needed to clear out his assisted-living apartment in a matter of a few days.

I tried to practice what I preach and get in touch with what’s important to me about these documents and photos. I tried to evaluate their potential value for future historians. I offered a bunch of stuff to my brothers (one took stuff, the other didn’t). And I shipped some boxes to myself.

I have sorted through the seven boxes I shipped in May but am still processing those documents and photos. I am anticipating a shipment today of stuff from my father’s apartment. I’ll spend some time in the coming week going through those items and figuring how/where to store them. I know that Stacy Julian’s method, How to BEGIN with the BOX, will be very helpful again.

As the family historian for my family, I feel a lot of responsibility for these items. But I’m going to use my expertise as a professional organizer to try to save those items that are the most valuable from a genealogy standpoint. My perspective, as I shared on Amy’s podcast, is that the more I keep of any one category of item, the less special any of it is. But I also know that now isn’t the best time to make decisions with lasting repercussions. So I will probably save more than I might otherwise for later consideration.

If you’ve been through this, I’d be very interested in hearing about your approach!

 

Inherited items: From overwhelm to order

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As I mentioned recently, last month I shipped seven boxes of photos and documents that had belonged to my father and aunt, both of whom have moved into care facilities. Actually, one of the boxes contained just a few large items, so it’s really six small-size moving boxes full of small items. They arrived last week and I vowed to not let them linger.

But looking at the unopened boxes, I felt overwhelmed about dealing with all the stuff. I told myself that I would go through a box a day for a week and I’m happy to say that I have been able to do that. I have one box left, which I plan to go through today.

My plan was to take everything out of the large boxes and sort the items so that they feel approachable.

So far I’ve been able to follow the plan! I used Stacy Julian’s How to BEGIN with the BOX approach, which I had used when I was dealing with a box of stuff I brought home from Walla Walla in 2020. That gave me a great framework for storing the sorted items until I can start going through them. Using Step One of Stacy’s methodology (adapted a little for my current needs), I divided the contents of the boxes into these categories:

  • Documents
  • Narratives and correspondence
  • Photos
  • Framed photos
  • Albums

I put the albums and framed photos in a bin to go through later. (But I did enjoy looking at them while I was emptying the boxes.) Once I get through the last box, I’ll turn my attention to the documents, as well as narratives and correspondence. I’ll employ Stacy’s Step Two, in which I’ll select 10 items at a time–the ones that interest me most–and scan them, then process them as I would anything I found online. After the first ten are finished, I’ll go back to the documents and select ten more and so on.

The photos will be a little trickier for me, but my plan is to scan them, share them with relatives and keep the originals stored in an archival box or boxes. I’ll do the same, in turn, with the framed photos and albums.

Incidentally, the unruly bunch in the photo at the top of this post is my father and aunt, with their parents, grandparents aunts and uncles. I’m not sure who all the kids are (yet). I had never seen that photo before this week and now, thanks to this project, I’m able to recognize my great grandparents, William Reese Rasco (1878-1957) and Luella Watts Rasco (187-1953), in photos. That makes me really happy.

Having a methodology to deal with the contents of these boxes is giving me huge peace of mind. (Thank you, Stacy Julian!) Having places to put the sorted items after I go through each big box has been hugely helpful in keeping me from feeling overwhelmed. I’m excited to go through the final box so I can started processing documents. I found a number of death certificates, birth certificates, diplomas, passports and newspaper articles that I know I’ll enjoy going through.

This has been a great focus for this month’s 30 x 30 challenge!

Follow-up notebooks to the rescue!

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I’ve been using follow-up notebooks in Evernote for years to keep track of clues that I come across so that I don’t get distracted from my current research question. I have follow-up notebooks by Surname in my Evernote Genealogy stack. I also have a notebooks called Library Look Ups, where I paste links to FamilySearch documents that must be accessed from the Family History Library or one of its affiliates.

Two days ago, I met up with my genealogy buddy, Vickie, at the St. Louis County Library Headquarters’ Genealogy and History Library. The headquarters is closing tomorrow for more than year for renovation. While some of the genealogy collection is moving to another branch starting July 5, the resources won’t be as abundant.

Vickie and I thought it would be a good idea to pay one last visit while we could. We scheduled it a few weeks ago, before my trip to Walla Walla. Because of family and work obligations, I just haven’t had time to do genealogy research or even prepare as I normally would for this library trip.

So I just showed up with my computer at the library, with no plan or research question. But, thanks to my follow-up and library look-up notebooks in Evernote, I actually had a productive time! I first looked up everything in the library look-up notebook and then turned my attention to the follow-up notebooks by surname. That kept me busy the whole time I was there. And it got me away from the “what should I work on?” question that sometimes bedevils me.

I heartily recommend having a spot to record look-ups and follow-ups so you easily start researching when the opportunity arises.

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