Organize Your Family History

Stay focused and happy while exploring your roots

Using a calendar to introduce variety in your research

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Over on the Genealogy Research Loggers Facebook group, member Laura Aanenson posted her 2017 research plan and the brilliant method she uses to select the ancestor to research each session. I thought it was a such a great idea I asked her permission to write about it here.

She uses Family Tree Maker software that has a calendar function. Each day the calendar shows her the names of the ancestors who were born, died or married that day. Each session, she focuses on the ancestors that are listed that day, filling in blanks, answering questions and carefully logging her research, including her observations and further areas for investigation.

Laura wrote, “I find if I concentrate on just one branch of my tree, the others get neglected and I miss opportunities to connect with prospective cousins. My calendar-based log helps me turn nearly every leaf in my tree several times a year and move everyone at least one step forward.”

I find myself really excited by the idea, despite the fact that my 2017 research plan has me focusing me on a single line all year (and so far this year, I’ve just been working on one couple). I’m enjoying the focus, so I’m going to stick with it. But what I love about Laura’s method is the unpredictability of which ancestor will be researched each session. I think that makes everything more fun and exciting!

I imagine many family tree software programs have the calendar function. I checked Reunion, the software I use, and there is a calendar function I could use for this purpose, though it’s a little clunkier than what Laura is describing.

Feel free to join us at Genealogy Research Loggers if you’d like to learn other great ideas like these!

My genealogy research plan for 2017

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I’ve been giving some thoughts to the goals I want to set for my genealogy research for next year. I’m a big goal setter and I’ve written posts about my genealogy goals for 2013, 2014, and 2015. (I guess that I didn’t set any for 2016. I blame my puppy, Bix, who completely disrupted the 2015/2016 transition.)

I reviewed those posts this week and was struck by the fact that while I’m pretty good about setting genealogy goals, I’m pretty bad at achieving them.

So this year, I decided to keep it painfully simple. I’m setting only three four goals. And I’m narrowing my focus, in a big way.

I know that I do better with fewer options because I’m easily overwhelmed by choices. In 2014 I addressed that by coming up with a plan to focus on one family line per quarter.

In 2017, I’ve decided to take this a step further and focus on a single family line the whole year. 2017 is  going be the year of the Adams family. This feels big to me–simultaneously exciting and weirdly scary. But I feel if I keep my focus on the Adams family (starting by finishing the transcribing and abstracting George Washington Adams’ giant pension file), I will stay more focused and dig deeper. I’m a little concerned it might get boring, but I don’t think so.

You can bet that I’ll let you guys know how it goes.

The three four goals I’ve set (in concert with limiting my focus) are:

  1. Research at least five days a week
  2. Take at least one research trip
  3. Attend at least two genealogy conferences, to avoid tunnel vision and keep me sharp. (One of those will be RootsTech, since I’m speaking there. I haven’t yet determined the other(s).)
  4. Create a habit of logging each research session. (I added this goal after my ruminations on December 27 that led to this post.)

How about you? Do you set goals for your genealogy research? If so, do you care to share them?

We’re creating history for our descendants

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thanksgiving-tableThis Thanksgiving week, I’ve been thinking about how the ordinary lives of my ancestors are endlessly fascinating to me. As I slowly plow through my great great grandfather’s Civil War pension file, I get very excited when I come to a form he filled out 125 years ago that has a little extra information in it (like the names and birth dates of his children). Any peek into what his life was like is a special treat.

It got me thinking about how mundane aspects of our lives today might be really interesting 100 years from now to the people below us on the family tree.

Of course, we fill out fewer paper forms now. And genealogy will probably look very different in the twenty-second century. But I think photos and records will always be valuable.

This year, as we celebrate Thanksgiving (or really just go about our lives), we have the opportunity to create history for our descendants. We can be mindful of our legacy as we’re taking pictures. We can take care to label them (or add metadata to digital photos) so future generations know who the people in the photos are. We can do oral history interviews and carefully preserve them with labels for future generations.

If you have older relatives around your Thanksgiving table, I urge you to ask questions and preserve those conversations for generations to come (as well as for your own genealogy research). I sure wish I had. Wouldn’t it be great to put your hands on a recorded interview with one of your ancestors? You could be the person making that possible for your descendants.

Thanks to smartphone technology, it’s so easy for us to record conversations and take videos. Let’s do that while we can and mindfully tag and back up those recordings. (And hope that the medium will still be readable decades from now.)

As much as I urge my organizing clients to part with paper or other items that don’t serve any purpose any longer, I do sometimes encourage them to hang on to documents or photographs that might be of interest to their descendants. I encourage you to be mindful of that and store those items that so that they might be passed on to family-history-minded descendants when you pass.

Remember: Every day we have the opportunity to create history.

Photo by Robert and Pat Rogers via Flickr. Used under Creative Commons License.

My moratorium on new information

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stoplightI love attending genealogy conferences and learning about new opportunities to learn more about my ancestors. I sat in on some of the National Archives Virtual Genealogy Fair and learned about new-to-me records I might explore for information on my ancestors. I got really excited about the possibilities. And then I was struck by revelation:

I will benefit more from processing the information I’ve already found than from seeking out new information.

I’m speaking personally, of course. For me, I think one way I can avoid being blindsided by overwhelm in my research is by focusing on the (not-unsubstantial) documents I’ve already found. I want to examine and evaluate them, keeping track of the clues contained in them and taking note of new avenues of research. I’ll keep a list of these next steps and I’ll try very hard not to explore them until I’ve caught up with what I have on hand. If I just keep gathering new documents without taking the time to analyze and benefit from them, I’ll constantly feel behind. That’s not how I want to feel about my genealogy research!

I’ve done a pretty good job of collecting military and pension files for some of my ancestors. I’m going to make processing them a priority. So far, here’s what I have:

  • Three Union Civil War pension files, which are various stage of processing, from almost complete to barely started
  • One Confederate Civil War pension file I have (from the Alabama archives)
  • A Civil War Compiled Service Record for one ancestor I downloaded years ago that I didn’t do much with
  • A newly acquired military record for my great grandfather’s service in the Philippine Insurrection

In addition to processing those documents, I’d like to continue systematically checking my source documentation.

If I focus on these resources I’ve already gathered through the end of the year, I feel like I can start 2017 with a sense of accomplishment and a fabulous to-do list of things to research. So much of the fun of genealogy research is the thrill of the hunt. But if I take the time to analyze the clues I find, the hunt will be even more thrilling.

Photo by walknboston via Flickr. Used under Creative Commons License.