Organize Your Family History

Stay focused and happy while exploring your roots

Quick Tip #42: Check multiple sites before giving up

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Here’s the next in my occasional series of bite-size Quick Tips. Click on the Quick Tips tag for my other Quick Tips. Because I tend to write longer posts, I wanted to provide a quick-to-read (and quick-to-write) post every now and then on a small topic that pops into my head. This one is a good lesson on being persistent.

Check multiple sites before giving up

It can be frustrating when you can’t find a document, especially when you’re pretty darn sure it exists. Even when you pull out all the stops and search every way you can think of  at an online site,  you can come up short. But don’t give up yet! Instead, take a look at another online database. Your document may have been indexed differently by that other database and could show up in your search. (This tip applies to in-person research as well!)

Photo by Sam Dan Truong on Unsplash

Quick Tip #40: Always look for the document image

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Here’s the next in my occasional series of bite-size Quick Tips. Click on the Quick Tips tag for my other Quick Tips. Because I tend to write longer posts, I wanted to provide a quick-to-read (and quick-to-write) post every now and then on a small topic that pops into my head. This one is important for new genealogists to understand.

Always look for the document image

When we’re searching online, it can be exciting to find a record that verifies information or gives you new information. But here’s something to keep in mind: If that record is an index, have you more work to do. You want to try to find the original document that was indexed, if at all possible. That document will probably give you more information than was provided in the index. And by looking at the original document, you’re increasing the chance that the information is accurate. Indexes are great to find, but the original documents are even better.

Photo by Sam Dan Truong on Unsplash

Four genealogy habits to create now

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I’m a huge fan of creating beneficial habits. When you have a habit going, it becomes automatic–at least for awhile! And when that happens, life gets easier. (You might enjoy listening to Episode 22 of the podcast I co-host, Getting to Good Enough, called Creating Helpful Habits.)

I got to thinking about the genealogy habits that benefit me and four jumped to mind. Your future self will thank you if you do these four things every time you research:

  1. Rename the files you download. Having a consistent file-naming protocol will help make sure you don’t lose valuable documents on your hard drive. (See this blog post if you’re interested in my file-naming protocol and folder structure.)
  2. Process each document right after you download it. By process, I mean extract all the data from it and enter it in your genealogy software. Be sure to create a source citation (see #3 below). If you do this, you won’t have an ever-present backlog of unprocessed documents nagging at you. And you get to further your research!
  3. Create a source citation for every document and assign a source to every fact. In my genealogy life no fact goes into my database (I use Reunion) without a source citation. That’s how I know I can trust my research. (And so can other people.)
  4. Log your research during each session or, at the very least, write out your next steps. It is so useful to be able to pull up your research log and see where you left off. It eliminates that overwhelming question, “What should I research today?” (Here’s a post on my very informal research log.)

The good news is that while these habits are important, they’re not hard. I encourage you to work on creating great genealogy habits. It can take some of the frustration out of the research process. You want your genealogy research to be as frustration-free as possible!

For detailed information on how I organize my own genealogy research, check out my Orderly Roots Guide, How I Do It: A Professional Organizer’s Genealogy Workflow, available for $19.99.

Keeping genealogy goals attainable

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I’m a big goal setter. Am I a big goal achiever? Not so much when it comes to genealogy goals. Every year I set them (and blog about them) and then I never look at them again. This year, I created a vision board (we recorded a podcast episode about that) and “Little and Often” is part of my vision board, to remind me to work on genealogy frequently.

So this year, in an effort to actually remember and attain my genealogy goals I am making them very simple. Here they are:

  • Research little and often
  • Take one genealogy webinar or class a week
  • Have no documents in my backlog on the last day of every month

Those goals feel attainable and easy to remember. I am going to have a 30 x 30 challenge for the month of January, which will help me stick with the little and often part of it. (Watch for a post about that next week.)

How about you? Do you set genealogy goals? If so, do you achieve them?