Organize Your Family History

Stay focused and happy while exploring your roots

Appreciating my digital lifestyle

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For the past week, as I promised I would in this blog post, I’ve been going through a largish stash of genealogy-related paper that I found when I went in search of some tax documents. I vowed not to continue my online research (where I print nothing and don’t have to process paper) until this paper backlog was gone.

I’ve spent 30 minutes a day reducing the paper pile ever since. I’ve recycled a lot and I’ve scanned some documents. (I’m proud of myself that I scanned on the spot, rather than creating a “to scan” pile to deal with later.) It’s starting to get kind of tedious, but I’m really thrilled with my progress.

But here’s the thing that really hit me these last couple of days. Dealing with paper genealogy records puts a real strain on my eyes. I had sent away to the Alabama Archives for the Confederate pension records of my second great grandfather, Laban Taylor Rasco (1844-1926). They had kindly sent a whole bunch of paper, most of it downloaded from Ancestry. I think when I received it, I was overwhelmed and probably daunted by the fact that much of it was comprised of black-and-white prints of documents that were on yellowed paper at the time they were digitized. Very hard to read. That’s why the papers landed in the pile.

I’ve spent the last couple of days with these Alabama pension records, looking to see which of them I already have on my hard drive and then going to Ancestry to download better copies of the documents I didn’t already have digitally. (And I’m downloading a bunch of new-to-me pension documents from that collection at Ancestry while I’m at it.) In order to compare what I have (or what I find) with the paper version, I have to squint, dust off my magnifying glass, or move the paper to better light in order to read it. My eyes aren’t getting any better with age and this not my idea of fun.

Once the documents are on my hard drive, I can simply zoom in on them to read them. So easy. So painless. And a huge reason I favor digital over paper.

This little project has shown several benefits already: A reduction in paper hanging around my house (yay!) and an appreciation for the decision I made several years ago to eschew paper. I’m so glad I’m doing it!

If any of you who are joining me on this quest have enjoyed some benefits, please share in the comments!

Reconnecting with my ancestors

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I miss my ancestors. November was a crazy month–in the first half I was busy with some big projects for my organizing clients and in the second half I was hosting a visit from my brother, Larry and his daughter, Miranda, who live in Australia. Then the three of us left to go visit my father in Walla Walla, Washington. That’s where I am now.

Looking at my research log, I see that I researched exactly once in November 2018. That is unacceptable and such a far cry from the almost-daily research I’d been enjoying.

Even though my routines are still messed up by traveling, at the beginning of December I pressed reset and started back with daily research. I missed yesterday, but I hope not to miss any more days this month. If I do, I’ll cut myself some slack and get right back on board.

This morning, I re-read a post I’d written in May 2017 where I talked about circumstances leading up to a (much briefer) research hiatus. In that post, I talked about the fall-back projects I have where I can make a little progress in a brief period of time and keep the daily research going, even if it’s very brief.

I’m so glad I read it and was reminded of my source documentation project from 2016, where I started going back through my sources, making sure they were cited consistently and that all the relevant data was extracted from each document. I also make sure that an image of the source document is attached to the source record in Reunion.

I’ve found that over the last half dozen years, I’ve become a more skilled researcher. Back in the day, I missed a lot, so this is a really worthwhile endeavor. When I started checking my source documentation in 2016 I had 300 sources and I’ve checked 85 of them. Two and a half years later, I have 896 sources. I’d like to think that at some point I’ll decide that I can stop checking the sources because I knew what I was doing and there’s nothing to be gained. I can’t wait to find out at what point that happened!

Unless feel like exploring something else, I’ll stick to reviewing my source documents for the rest of the year as I think about my genealogy goals for 2019. I’m excited to get back in the swing of things and reconnect with my ancestors!

Edited to add: During today’s source documentation checking, I discovered that my great grandmother’s sister was married the same day she was. My 2nd great aunt and her husband are on the same scan of the marriage record book as my great grandparents. Shame on me for missing that, but I’m so glad I was able to add a person to my tree simply by checking my sources!

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.

Reviewing my source documents

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Last weekend I had the great fortune to hear genealogist and speaker Amy Johnson Crow give several talks at the Missouri State Genealogical Association‘s terrific conference. One of her talks was called “How to Milk a Source for All It’s Worth” and in it she shared tips and techniques for harvesting every bit of information you can from a source.

That got me thinking about the source documents I had found early on in my genealogy research, six or seven years ago. Back then, I was focusing on direct-line ancestors, so I’m sure I left a lot of information on the table. Rather than entering every scrap of information into my genealogy database (Reunion), I would have just glossed over it.

That was confirmed yesterday when I was going over an Alabama Census of Confederate Soldiers questionnaire my 2nd great grandfather, Laban Taylor Rasco (1844-1926) had filled out in 1921. I had found that source in 2012. (It’s source #127 in my database; I now have 834 sources.) I was shocked to see that I hadn’t recorded the information about his living children that was shared in that questionnaire. They were in my tree, because I’d added them at a later date, but back in 2012 I just wasn’t adding collateral lines. (I know, I was short-sighted.)

So I started adding that info and in doing so solved a little mystery. My grandmother Beatrix Rasco Adams, who was born in 1907, was living in Memphis, Texas, with her family on the 1920 census. In 1910, they were in Alabama, where she was born, and in the 1930 census they were in Washington state, where she lived the rest of her life. I never knew why they lived in Texas in 1920 (though I didn’t try very hard to find out). But I learned yesterday by focusing on that Confederate census, that her uncle, Joseph Taylor Rasco (1872-1964) was living in Memphis, Texas in 1921 and is nearby in the 1910 and 1920 censuses. Her family must have joined him. Mystery solved, or at least illuminated.

That made me realize that I have a lot of work to do with the source documentation that I have already downloaded and entered into Reunion. My genealogy research skills have improved so much that I find myself drawn to look at all those less recently found documents so I can pick all the meat off the bones.

Two summers ago, I started systematically going through my source documentation, primarily to correct the citations and to make sure that each source document was attached as a multimedia file to the source record in Reunion. At the time, I had 300 sources in my database. I got through Source #85 by the time I stalled out on that particular endeavor.

Fast forward two years and I now have an additional 500+ more sources, but I’m hopeful that the last several hundred were much better analyzed.

Last month, I shifted my focus to my father’s maternal line, the Rascos, and plan to work on them for the rest of 2018. So this is what I’ve decided to do: I’ve created a list of all the sources that pertain to the Rascos and I’m planning to systematically check each source record, making sure the citation is correct, that the source document is attached to the source record, and that all possible information is gleaned. When I see clues for further research within a document, I will either make a note of it in Evernote or, depending on time constraints and my whims, go ahead and pursue that clue.

I think this process will give me more confidence in my source citations and it will help me feel comfortable that my research is thorough–plus it will doubtless garner a lot more facts to add to my database! I also love that it will give me an easy starting point for research each day.

I’ll let you know how it goes!