Organize Your Family History

Stay focused and happy while exploring your roots

Banishing the stubborn pile

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Banishing the stubborn pileFor the past few months, I’ve had this one pile on the corner of my desk that contains primarily genealogy items. When I’m hurriedly putting away the stuff cluttering my desktop, I just keep straightening that pile and leaving it there. It’s almost become a feature of the landscape of my desk. Somehow I’ve adjusted my thinking so that I have been considering my desktop clear even with that pile sitting there.

I think one of the reasons that I wasn’t dealing with it was a perception that it would take some time to really process the information in it. I was afraid that if I rushed it, I might lose valuable clues the pile might contain for my genealogy research. And I simply wasn’t taking the time to do it. (Work has been very busy lately.)

I know if I take some focused time and go through that pile, I will further my research and I won’t have an unsightly pile on my desk. But it hit me this morning that if I start but don’t finish, I’m still better off than not starting at all. So I took a photo of the pile, and wrote all the text above this line. Then I set my timer for 15 minutes and started going through the pile.

Here are some of the things I found in the pile:

  • Notes from my research trip to Kentucky and Alabama. I added tasks from those notes to my Genealogy To-Do List for the appropriate surname. Then I filed the notes in my paper files.
  • A packet of information I’d sent for from the the State of Alabama Archives pertaining to my great great grandfather, Laban Taylor Rasco. I put a sticky note saying “Analyze/process” on the packet and added that task to my Rasco To-Do List. Then I filed the packet in that couple’s file.
  • Notes from my notebook that I took on the research trip. One page had notes on Adamses on one side and notes on Rascoes on the other. I scanned the Rasco side, printed it and put in in my Rasco file for later reference. I filed the original sheet in the appropriate Adams file.
  • Notes written on several pages of two notepads I keep on my desk. I tore off the notes, logged any tasks on my To-Do list and filed or tossed the notes. Then I put the notepads where they belong.
  • A random list of how common my family surnames are. Some time ago, I found myself on a website (which I didn’t source) where you can enter a surname and see how common it is. I typed the data into Evernote so I can find it later if I ever remember it.
  • A small sticky note with a list of death certificates I’d found recently that needed to be added to my Reunion software. I checked each name to see which certificates had been entered already.  Two out of five still needed to be added and I noted that on my to-do list. I threw away the sticky note.
  • Some brainstorming notes about this blog. I filed them and made a note on my business task list to review them.

When the 15-minute timer went off I had just a few more pieces of paper to deal with. So I went ahead and finished, then did the filing.

Eliminating that pile took no more than thirty minutes. This is a pile I’d been looking at for several months. It had been mildly stressing me out, because I didn’t know its contents and it was in the way.

Now I feel in control of my research, I have clear next steps and I feel more eager to work on it. Plus I have a clear desk to enjoy. That’s the best 30 minutes I’ve spent in awhile!

What could 30 minutes of pile busting do for you?

Making organizing easier

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How to make organizing your genealogy easierIf you’re like me, the thrill of doing genealogy research is about uncovering clues and putting them together to make exciting discoveries. It’s about connecting me with others. And it’s about being a detective.

If you’re going to do a good job of putting clues together, your information needs to be organized. If you research without keeping track of your findings, your chances of success–or at least of verifiable success–are reduced. So, in my opinion, it’s critical to keep your genealogy information organized.

But so many people don’t enjoy the task of organizing information and papers. So they let an overwhelming backlog build up. I’ve chosen to make my living helping people get organized, so of course I enjoy organizing. But I know that for many people it feels like drudgery. If you’re someone who doesn’t like organizing your family history, how can you make it easier for yourself? I have some ideas.

  • Recognize the importance. Make getting and staying organized a priority by acknowledging that being organized makes you a more effective researcher. When you’re organized, you can easily put clues together and you don’t have to rely on your memory of names and dates–that information is at your fingertips.
  • Divide organizing projects into small chunks. To keep from being overwhelmed by your backlog, work on just a little bit at a time. Set a timer and work for a set (short) period of time. Or organize a small area of your genealogy space–a pile on your desk for example. Keep repeating until your backlog is gone.
  • Stay on top of it. Create a habit of organizing at the end of each session. When you’re finished with a genealogy research session, build in time to file papers or electronic files. Doing this each time you research will keep a backlog from forming again.
  • Jettison the “To File” file. Rather than putting something in a file or pile of papers to be filed later, just file it now.
  • Let go of perfection. There’s no such thing as perfectly organized–don’t even strive for it. Instead, set a goal of being organized enough.
  • Let it be easy. I always say that organizing systems should be as complex as they need to be and not one bit more. Don’t make yourself jump through hoops to put things away. (See my blog post How accessible are your genealogy materials? for more information on that.)

If you get through your backlog in small chunks at a time and create a habit of organizing as you go, you can stay organized relatively painlessly. And I’m willing to bet that if tend to resist organizing, this will make your genealogy research not only more effective but more enjoyable!

How accessible are your genealogy materials?

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Pile of papersDo you have a good place to store your genealogy stuff? Many of us don’t have the luxury of a dedicated genealogy room. And even if we do, that doesn’t mean everything’s accessible. When your material isn’t easy to get to, it can be hard to do (or start) genealogy research.

Organizers talk about the concept of “prime real estate,” where you reserve the most accessible storage spaces for the most frequently accessed materials. You want to make it easy to get stuff out and put it away again. When your research materials are accessible, one barrier to doing the research vanishes.

Take a look around your genealogy research space. Here are some tell-tale clues that there’s room for improvement:

  • Papers in piles
  • Books or papers on the floor
  • Cluttered work surfaces
  • Folders or binders without labels

If you can see yourself in this description, maybe it’s time to think about improvements.

Here are some things to consider:

  • Throw alphabetical order to the wind and put the binders or file folders containing your current research front and center
  • If you use binders and you find that you pile papers rather than placing them in the right spot in the binder, consider switching to file folders. (See my earlier blog post, Folders or binders? for more info.)
  • Try to create a habit of putting papers away after you use them, or creating a small stack to file on a designated day each week
  • Use a timer to help you focus on getting rid of your backlog (file for 15 minutes a day, for instance)
  • Streamline your system with some file clean-out sessions where you get rid of duplicates or unnecessary pieces of paper
  • Label the heck out of everything! (Don’t feel like you have to use a fancy label maker…regular Avery labels printed out on your printer will do)

This isn’t an all-or-nothing proposition. You don’t have to reserve an entire weekend for a complete workspace overhaul. You can make small improvements, a little at a time. (I’d start with analyzing what’s being stored in your prime real estate.)

An end-of-the-year audit of your storage space might pave the way for a breakthrough year next year!

Marrying my electronic and paper files

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Store census documents by pressing Print, rather than SaveI used to be a paper gal. But when it comes to my genealogy records, I’ve stopped pressing the Print button. At the moment almost all my genealogy research is being done online, so I’m really understanding the utility of clicking Save rather than Print.

Part of the reason I’ve been able to make the shift is that I’ve set up a good electronic file system. That gives me confidence that I’ll find what I need on my hard drive.

Switching from paper to electronic has ramifications in at least a couple of areas. It means that it’s changing how I do things from this point forward. That’s no problem. But it also means I have a backlog to deal with. In the past, I’d print and file census documents and other resources I found online, rather than save them electronically. While all the information are recorded in my software (I use Reunion), the source documents themselves might be in a file or might be on my hard drive.

So this week, I’ve been working on marrying the two systems. It’s going to be a long process. What I’m doing is taking out a file folder for a couple and going through the documents, making sure they’re included in my software and seeing if they’re on my hard drive. If they’re not, I’m finding them online and saving them within my file structure.

I’m also taking the opportunity to do one other thing while I’m in there. As I look at census documents, I’m adding siblings of my ancestors to my family tree software, something I blogged about doing a few months ago.

This may sound really tedious to you, but I’m having a good time. It’s allowing me to reacquaint myself with various couples and really pay attention to all their kids, not just my direct ancestor. It’s also giving me the chance to clean up my hard drive and re-file errant files (and move some documents that accidentally ended up in my Genealogy folder). I’m not going through each line systematically. To keep it interesting, I’m jumping from family to family, choosing file folders as my whims take me.

Since I’m no longer printing newly found documents, I guess I’m slowly phasing out my paper files. And that’s okay with me. My hard drive is fast, spacious, orderly, and backed up both to an external hard drive via Time Machine and to a remote computer via Crash Plan Pro.

I’m looking forward to the comfort of having everything on my hard drive. Since I store my paper files in a closet a few steps from my desk, I also love that my data will be at my fingertips whenever I’m using my computer. It’ll be great when I travel, especially if I take research trips, to have all that information available to me. I believe this will be time well spent.

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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.