Organize Your Family History

Stay focused and happy while exploring your roots

Create (or download) genealogy forms with Transpose

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I think many genealogists (including me) enjoy forms. We collect data and we like to have a place to put it. I have been playing with a website that allows me to create forms willy nilly and I’m having a great time.

That website is Transpose. It makes it ridiculously easy create forms that you can fill out yourself or share with others via weblink. (So you could create a form to send to cousins, for example, and the answers would form a database in your Transpose account.) You can also publish form templates for others to download and customize for their own use.

I learned about Transpose via Diahan Southard, Your DNA Guide, who mentioned that she used Transpose’s previous incarnation, KustomNote, for creating contact forms that help her organize the many DNA-related contacts she receives.

Since creating my (free) account on Transpose, I have created a bunch of forms, including several genealogy-related templates that I’ve been using regularly.

I’ve made three genealogy templates public:

  • Genealogy conference notes (which was really handy when I was taking notes at the Southern Illinois Genealogical Society’s conference)
  • Genealogy task list (which is wear I’m keeping track of current projects, as I blogged about last week)
  • Genealogy abstract form (which I’m using to capture data as I abstract my ancestors’ Civil War pension files)

Please feel free to download them and customize them for your use. I’m sure I’ll be adding more–they’ll all be tagged Genealogy, so they’ll be easy to find when you browse public templates at Transpose.  All my templates are quite simple, but I feel like I’ve just scratched the surface of the power of Transpose. I look forward to getting into it deeper!

Oh, and of course, Transpose has an iOS app, so I can use it on my iPhone and iPad. (An Android app is in development.)

If you use Transpose and have any public templates, please let me know in the comments!

Unfortunately, Transpose announced on November 8, 2016 that it is shutting down on December 9, 2016.

Keeping my research interesting

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Keeping genealogy research interestingSince I heard Josh Taylor speak in early August, I’ve been really trying to keep a laser focus on my short research to-do list in an effort to keep from being distracted. My 30 x 30 challenge helped a lot. Since I didn’t give myself the option of not researching during that time, it was very helpful to just go to the list (which had me either transcribing one ancestor’s Civil War pension file or working on citations for another).

But here’s the thing: When my 30-day challenge was over, I took a little break, because processing those pension files started to feel a little like drudgery. And I was reluctant to go back to it. It made me realize that I need to change up the research from time to time if I’m going to do it on a regular basis.

As I pondered that, I saw the error of my ways. I took Josh Taylor’s advice to have one to three projects on my to-do list. (I had two.) But I skipped the part about also having three to five extended projects (brick walls) that I can dabble in when I need to mix it up.

So here’s what I’m going to do to keep my research interesting and, I hope, to get back to daily research: I’m adding one main project to my list along with five extended projects/problems. That’s my list pictured above.

I have a leisurely weekend ahead, so I’m hoping to enjoy doing some genealogy research. My revamped list will help!

The value of transcribing

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The value of transcribing documentsWhen I took Julie Miller‘s class at the NGS conference, Anatomy of a Military Pension, I felt inspired and motivated. I went home that night and ordered the pension files from my three Union soldier ancestors. I took her advice on how to process the files. Starting with the first one that arrived (for my 3d great grandfather, Richard Anderson Jeffries, 1823-1914), I put the papers in the file in chronological order, created citations for each of the 26 documents, scanned the documents into one file and am now in the process of transcribing them.

When Julie told us to transcribe the documents, I remember thinking that sounded like way too much work. I had trouble picturing myself taking the time to do it. But Julie urged us not to skip that step. She said that when we transcribe, we learn things we would learn no other way. So I decided to take her advice. I’m now in the middle of transcribing this pension file. (I’m on document 19 of 26.) It’s what I’ve been doing daily in my 30 x 30 challenge–I find that it takes about 30 minutes to transcribe one document.

I am so glad I’m making effort! Reading and typing the documents word for word means that I’m not just skimming; I’m digesting what the documents say. I’m memorizing important dates and items that appear on every form. (He fought in Co. D, 18th Regiment, Missouri Infantry Volunteers–those words came out of my memory.)

I’ve learned things that I never would have noticed in a simple reading of the file. For example, his first (unfortunately unsuccessful) pension lawyer was a woman. In 1886! It’s also allowed me to really get to know this ancestor. He was a smallish man, 5 feet 8 inches, with dark hair and complexion and blue eyes. I’ve read and internalized in exquisite detail his physical ailments as he’s aged. Each application for an increase in pension is accompanied by a doctor’s report, some of which are quite personal in nature.

The next step, once I’ve finished transcribing, will be abstracting the data and entering it into my Reunion software. The pension file has been really helpful, revealing heretofore unknown-to-me between-census information, like the fact that he lived in the state of Washington for part of the first decade of the 20th century before moving back to Missouri. (Maybe some day I’ll find out how he traveled to and from Washington.)

I have two more ancestors’ files to process–one of them, for G.W. Adams, 1845-1938,  has over 100 individual documents (as opposed to the 26 of R.A. Jeffries). It’s going to take me awhile. But, as I know already, there is gold to mine from these amazing pieces of history. And I know that going to the trouble to transcribe will help me mine it even better.

Time-management wisdom from Joshua Taylor

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djoshuataylorcropI’m a professional organizer and I routinely give time-management advice to my clients who want it. But, as regular readers of this blog know, managing my genealogy research time is a work in progress for me. I struggle with staying focused, knowing what to work on and combating overwhelm.

That changed a little on Saturday. I was fortunate to be in the audience at the Genealogy Society of Southern Illinois’s annual conference. The speaker was D. Joshua Taylor, professional genealogist and truly organized person. Joshua has been doing genealogy research since he was 10 years old and had his first professional clients while he was in high school. He is the president of the Federation of Genealogical Societies and the director of family history for FindMyPast.com. He is paid to do genealogy research for others, but he still works on his own genealogy research on a regular basis.

Joshua gave four talks at the GSSI conference, all of them terrific. He’s clearly a very thorough researcher; I was very impressed with the tenacity that came through in his talks. He leaves no stone unturned in his research.

While all four talks were really valuable, one talk that really blew me away. It was The Modern Genealogist: Timesaving Tips for Every Researcher, in which he outlined how he stays happy and focused while exploring his roots. Here were my big takeaways:

  • He works on only 1 to 3 projects/problems at a time, along 3 to 5 extended projects (brick walls).
  • If he comes across something else he wants to check out, he just adds it to his project list to work on in the future. (The discipline of that amazes me.)
  • For each research project, he sets a manageable goal and commits to a finished product, putting the research into some sort of meaningful form. I love that he knows what success looks like, in advance.
  • He plans each research session before he starts.
  • He writes a mini-research report for each research session, even when he’s doing it for his own research.
  • He reviews his research log every month or two to see what he’s missed and what he can apply to other families.

One benefit to working on just a few projects at a time, he said, is that you have a fighting chance of completing them. “I would rather leave behind 3 to 5 completed projects than 50 started, but not completed, projects,” he said. I was impressed that such a young man (I think he’s about 30, if that) thinks about his legacy–that’s probably a byproduct of being a genealogist, isn’t it?

When I got home from the conference, I immediately identified the three projects I’m allowing myself to focus on at this time. It’s been absolutely liberating–I don’t have to try to figure out what to work, which makes it much easier to get started. I will keep you posted how this all plays out, but I’m feeling very good about following Joshua’s excellent advice.

One other mind-blowing revelation at the conference was that Joshua and I are cousins. I’m going to repeat that, because it’s so amazing. Joshua and I are cousins. Our common ancestors are my third great grandparents, Joseph Price (1820-1904) and Mary Puffenbarger (1823-1896). (It’s Mary’s grave that I used aluminum foil to read in my blog post Reading hard-to-read gravestones.) How did I discover that? Like many good genealogy lecturers, Joshua used his own research in examples. In his very first talk of the day, he mentioned Joseph and Mary, much to my excitement. Joseph Price is one of Joshua’s brick walls, so it’s conceivable that I might, at some point, be able to give him a hand. That would be a dream come true!

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