Organize Your Family History

Stay focused and happy while exploring your roots

Getting past overwhelm by breaking a project down

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getting past overwhelm by breaking down a projectAs I plug away at transcribing my 2nd great grandfather’s 137-document pension file, I keep thinking to myself how valuable it is that I’m doing this one small document at a time. When I started, the idea of transcribing this vast file seemed insurmountable. The printed sheaf of papers that I received from the National Archives is nearly an inch tall!

But rather than think about the enormity of transcribing the whole file, I’m just looking at the next document. Then the one after that. I’m trying to work on it at least 30 minutes daily (even after the succcessful end of my latest 30 x 30 challenge two weeks ago, I’ve only missed a couple of days) and slowly but surely I’m getting through it. Today, I transcribed documents 47 and 48. Before long, I’ll be halfway done.

Once or twice I’ve questioned the value of this exercise. But as soon as I do that, I discover something I didn’t notice on first reading, when I wasn’t transcribing. There’s no doubt in my mind that transcribing these pension documents is a valuable use of my time.

So here’s my big takeaway, which of course can be applied to many aspects of my life. When I’m facing a large, seemingly insurmountable project, I can get past overwhelm and eventually complete it if I:

  • Break it down into small tasks
  • Do one task at a time
  • Work on it very regularly, for a small period of time

This strategy is working well on the pension file. I can’t wait to get all the way to the end and see what discoveries has in store for me!

A commenter asked for the steps on requesting a Civil War pension file.  Here they are:

  1. Go to this page on the National Archives website.
  2. Select NATF 85D: Federal Military Pension Application – Civil War and Later Complete File
  3. Select delivery format (I selected paper)
  4. Click Add to Cart
  5. Login or register
  6. Fill out form with your ancestor’s name, military unit and other information (if you don’t have that, check out Ancestry.com or Fold3.com to get it)
  7. Pay $80 online
  8. Wait for your packet!

Recording negative research

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badsearchAs someone who tries to be an organized genealogist, I think one of the hardest things to remember to do is to make a note of my fruitless searches. When you do a search and get no results, the natural thing to do is to plow ahead and tweak the search and try again or to try searching another collection (or another ancestor).

But if you take the time to document that negative search, you might save yourself from duplicating that fruitless search in the near future (and therefore save yourself some time).

To me, the tricky part is figuring out how to record it. If you’re faithful about a research log (high five!), it seems fairly straightforward to include it in your log.

But if you’re one of those people (and I have to admit to being one of them) who doesn’t record everything faithfully in a log, you might have to devise a system specifically for negative research.

Here’s what I’m going to try. Using Evernote, I’ve created a Negative Research notebook in my Genealogy stack. I’ll try to remember to create a note when I spend time on fruitless research, making note of what I searched for and where, what the results were and when I did the search. By putting surnames in the note, I’ll easily be able to access the note on a simple search in Evernote, if I’m looking for information I stored there on a specific family member.

One caveat: I’m often searching sites like Ancestry.com or FamilySearch.org, so I need to bear in mind that they’re constantly adding new collections. So just because a search came up blank one day doesn’t mean that it won’t bear fruit a year (or more or less) down the road. Periodically, I’ll try to remember to check out my Negative Research notebook and see if it’s time to try that search again.

I’m hopeful this system will help me save precious research time.

How about you? Do you record your negative research? If so, how do you do it?

Transpose shutting down December 9

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I have posted here about Transpose, the app I have used to create custom forms, including some forms for my genealogy research.

When I logged in this morning to access some information, I was really disappointed to see the following banner at the top of the site:

transposeclose

I wasted no time exporting my data into spreadsheets or pdfs, as appropriate, so I’ll lose nothing. But I will miss this very easy way to to gather information.

I am getting so tired of hopping on the bandwagon of great apps that then fold (see Springpad). I hope and trust that Evernote is here to stay because I have loads of information stored there. I am encouraged by its popularity and the fact it has a multi-tiered paid model.

But still. This strengthens my resolve to store as much data as possible on my hard drive, rather in the cloud. (Though my resolve was shaken a little a couple of weeks ago when I had to do a clean reinstall of my operating system. It all worked out, though.)

If you starting using Transpose on my recommendation, I’m sorry. Please don’t forget to export your data before December 9!

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.