Organize Your Family History

Stay focused and happy while exploring your roots

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

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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.

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.

Edited to add: I was delighted to discover that Stacy has now written a robust blog post on this topic! Check out How to BEGIN with the BOX on her website.

Even “paperless” genealogists should keep some records

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If you’re a regular reader, you know I’ve embraced the idea of minimizing paper in my genealogical research. I never print out the documents I find online. Instead, I download them, immediately rename the file according to my file-naming protocol and, once I’ve gleaned all the information I can from the document and created a source citation, I file it within my folder structure. My blog post called How I process a downloaded document takes you step-by-step through my digital workflow. And there’s lots more information in the Paperless Genealogy Guide, the 44-page downloadable guide that Brooks Duncan of DocumentSnap and I wrote as we prepared to speak on that topic at RootsTech in 2017.

As someone who espouses letting go of paper, I’m often asked if there are papers that those who are trying to minimize should keep. I usually reply by saying that documents that are impossible or difficult to replace–even if they’re scanned–are worth hanging on to. That means, for instance, there’s no need to hang on to census records but original birth certificates are worth keeping in a file or binder.

I recently came across a post on the Abundant Genealogy blog from Melissa Barker, The Archive Lady, on this very topic. (Melissa was the subject of my How They Do It Interview in August 2017.) Her Abundant Genealogy post, called 5 Genealogical Records You Should Never Throw Away, goes into some detail about five types of records that you should hang onto. It’s definitely worth reading. (Spoiler alert: The five types of records are original records, diaries and journals, scrapbooks, old letters and photographs. Read the blog post to find out why.)

I would have a hard time throwing away hand-written letters and, in fact, though I carefully scanned it, I still have the epic 36-page letter my grandfather my wrote my grandmother right before they got married, in which he confessed the family secrets. That will be passed along to my niece or nephew or, perhaps, a cousin. But will I keep all old photographs once I’ve scanned them? I’m not so sure.

What about you? Are there are any records you would add to the list of keepers? Any that you don’t think belong there?

Update on my paper busting

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At the end of last month, I confessed how I’d found a stash of unfiled genealogy-related documents and vowed to go through them for 30 minutes a day until they were gone. I also had a rather large library of genealogy journals I want to at least skim.

In the comments of that post, a number of you said you’d join me in this paper-busting challenge. I thought I’d write a post today to let you know how it’s going for me and ask how it’s going for you.

Overall, for me, I’d say the challenge has been very worthwhile. I went out of town on the 15th, but before that I did manage to go through paper every day, though some days it was for as little as 15 minutes. I managed to resist going down rabbit holes or chasing bright, shiny objects that appeared while I did this. I kept my eye on the prize.

The best part is that I’ve kept very little paper. Much of my time has been spent making sure that I either already had downloaded the documents I had on paper (particularly those from the fat envelope sent to me by the Alabama Archives) or looking for and downloading easier-to-read copies of those documents.

So I scanned a few papers but I recycled the vast majority of them. I’m almost finished with the loose paper, but I still have all those journals to go through. I’m fairly confident I can finish by the end of the month.

I’m here to tell you, this feels great. And I’m so glad that most of the time I don’t have to deal with much genealogy paper. As I mentioned in a post last week, this project has been making me appreciate my digital lifestyle!

Join the mailing list!

When you first join the list, I’ll send you a few emails to help you organize your family history. After that you’ll hear from me at the end of every month when I send an email with links to that month’s posts. And every now and then, I’ll let you know when I have something special to promote.