Organize Your Family History

Stay focused and happy while exploring your roots

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!

Taking a brief detour from digital to paper

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Earlier this week I couldn’t put my hands on a tax document I needed. (It’s nice to know that professional organizers have these problems too, right?) I tore apart my office looking for it (not a pretty sight). And in doing so I discovered a whole bunch of unfiled papers related to genealogy. What? I’m supposed to be all about digital genealogy. Where’d all this paper come from?

I put all the papers together in a container. (That’s a picture of it at the top of this post.) They appear to be categorized in some way. At least I think they are, because they’re in five separate plastic file sleeves, plus a few loose papers.

I also gathered together all my unread genealogy publications. I have a backlog of issues of the National Genealogical Society Quarterly, NGS Magazine and the Missouri State Genealogical Association Journal. I have a bad habit of putting these publications aside when they arrive in the mail. But I know that at the very least reading case studies can be useful, so I’d like to dig into them.

I have no idea what treasures or clues might be hiding among all that paper. So I’ve decided to focus on the paper until it’s gone. Starting today. Here’s my plan:

  • Review the loose paper first, spending 30 minutes a day processing it until it’s gone. That might mean discarding or scanning and processing like I do other documents I find online. Or it might mean simply reading and taking notes (in Evernote). Or it might be a simple case of not needing the paper any more. (I’m hoping for some no-brainer recycling in there.) In any case, my intention is to discard the paper after it’s digested. I’ll feel successful when all the paper is gone.
  • Once the papers have been dealt with. I’ll turn my attention to the journals. Again, I’ll spend 30 minutes a day. I imagine I’ll take notes in Evernote. And I won’t be too surprised if I end up keeping the publications on a bookshelf (but we’ll see).

Does anyone want to join me on dealing with a paper backlog in February?

 

My evolution from paper to digital

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I just re-read a blog post I wrote on August 12, 2012, just a couple of months after I started this blog, called How I organize my family history research. It outlines how I organized my research back in the day, when I kept everything on paper. If you have all your genealogy documents on paper, you might find it helpful.

What struck me in reading this six years later is that, with the exception of using Reunion software, I no longer do anything I outlined in that article. Wow!

Specifically, I don’t print documents. Therefore I don’t file documents. And I almost never access the documents I printed and filed six years ago. If I wanted to see them and didn’t already have them filed on my hard drive, I would just go online and download them. The exceptions are the few documents I have that were mailed to me. And I scan those whenever I come across them.

Am I better at organizing my genealogy research now than I was in 2012? Not necessarily. I’m a professional organizer and I did a great job of organizing my papers back then. But is my current system better than my 2012 system? For me, the answer is unequivocally yes.

My digital filing system is easier, more convenient and less labor-intensive than my paper filing system was.

If you’re curious about my evolution of paper to digital, check out these posts:

It’s so fun having a blog so that I can look back and see how things have changed over the years. This transition from paper to digital has undoubtedly been a positive change for me!

My electronic file system continued to evolve and in 2021 I published an Orderly Roots Guide called How I Do It: A Professional Organizer’s Genealogy Workflow that provides detailed information on how I organize my own genealogy research, which is now 100 percent digital. The downloadable pdf is 37 pages and available for $19.99.

Photo by Tom Woodward via Flickr. Used under Creative Commons License.

Don’t ignore your old paper files

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If you’ve read this blog from its start six years ago, you know that I used to be a paper person with my genealogy research. Storing documents on my hard drive made me nervous before I had a solid folder structure and file-naming system in place. So I put together a couples-based folder system that worked for me.

It turns out there were some documents that I couldn’t easily file by couple and I put them into a separate file. Then I committed the cardinal sin of paper management: I didn’t label that file.

For years now, I’ve been paperless with my genealogy. I can’t remember the last time I printed something I would have to file.

Yesterday, though, I remembered a family history written in the 80s by a cousin of my grandfather.  I wanted to look at but it wasn’t on my hard drive, so I dug into my paper files looking for it. It wasn’t where I expected to find it, so I kept looking. And that’s when I found the unlabeled file of miscellaneous papers.

Happily, the family history was there and it’s now scanned and filed on my hard drive, with the paper version filed where I would expect to find it. (I suppose I could part with all that paper, but it’s not doing anybody any harm, so I haven’t pulled the trigger on that.)

Also in that mystery file, I found a packet of papers about my Adams line that had a sticky note on it that said, in my handwriting, “Return to Aunt Gwen.” Yikes. Aunt Gwen is my father’s sister. I haven’t even looked at it yet, but I brought it to my desk to process and scan. Then I’ll return the papers to my aunt.

How about you? Do you paper files of genealogy research that you no longer use? It might be worthwhile to dive in there and see if there are any fun documents (filed or otherwise) that you’ve forgotten about!