Organize Your Family History

Stay focused and happy while exploring your roots

Favorite RootsTech session: Do Something with that Box!

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Stacy Julian

I heard a lot of great sessions at RootsTech this year. But the one that really blew me away–because of the quality of its content and presentation–was Stacy Julian’s Do Something with that Box! Stacy is a blogger and podcaster and superstar in the scrapbooking world. You can learn more about her at www.stacyjulian.com.

“That box” that Stacy refers to is the box of family history papers, photos, ephemera and (sometimes) junk that so many of us have been given. It’s so easy to be overwhelmed by that box, isn’t it? In her talk, Stacy took us step by step through her methodology to make the stuff inside that box accessible “so that when you want to find something you can and when you have time to take action you know what to do.” As a professional organizer, this made my heart sing.

One of the things I loved about her approach is that it makes the process of dealing with a box of family-history stuff less overwhelming. Stacy has you sort everything into one of five broad categories, then go through each category and assess the value of each item. You’ll be discarding lots of stuff during this process, undoubtedly. Stacy makes the point that scarcity creates value–if you are discerning about what you keep, your family members are more likely to look at and enjoy the items.

After sorting and assessing you’ll assign an action to each item that requires one (digitize, transcribe, share, etc), using a sticky note. The final step is to file the stuff into a file box using the same broad categories you started with. As you go through the documents, you’ll put those that excited you into an Action folder. Once you have ten items in the Action folder, you take action.  An optional step in the process is to create a timeline, as you go, for each generation of the family represented by the box.

The system gets you to a “good enough” place where your stuff is easily accessed–by you or other family members–without expending a huge amount of effort. And when you have an itch to take action, you’ll know just what to do. Genius.

Stacy was kind enough to give me permission to make the handout that she gave to RootsTech participants available to you. At the bottom of this post are images of each of the five pages. Click on each to see a larger version.

The handout is great because it gives you the bones of her fantastic method. Hearing her speak about it was even better–there were videos included in her presentation and her energetic style was so enjoyable (and effective).

I have some great news: Stacy is developing an online course on this topic! So you’ll be able to get all the great content those of us in her RootsTech audience experienced (and probably more). I’ll be sure and post when that’s available.

In the meantime, take a look at this handout and see whether you might be able to take some steps to tackle one of your boxes while you’ve got extra time at home.

Edited to add: I was delighted to discover that Stacy has now written a robust blog post on this topic! Check out How to BEGIN with the BOX on her website.

Take action now to fight rate hike for genealogical immigration records

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I follow genealogist Jennifer Mendelsohn on Twitter and through her learned that the United States Citizenship and Immigration Service (USCIS, which used to be called the Immigration and Naturalization Service) is proposing a substantial rate hike for genealogical records.

You can read all the details at Records Not Revenue, but the Reader’s Digest version is that, under the proposal, digitized genealogy records will cost $240 and paper copies will cost $625. The current rate for those same documents is $65. Prior to 2016, the rate was $20 to $35. Obviously, this rate hike would have a big effect on many genealogists’ ability to access these records, which include naturalization files, alien forms, visa files and registry files.

Records Not Revenue, an effort of “coordinated by an ad hoc group of genealogists, historians and records access advocates,” points out that this rate hike is relevant to all genealogists, not just those with immigrant ancestors whose records might be available through the USCIS. The website states, “If USCIS finalizes a rule to make these records much more difficult to access via significant fee hikes, who’s to say other governmental agencies won’t follow suit? Attempts to make one record set less accessible should make any researcher in any field nervous.”

I’m bringing it up now not to worry people but rather because there’s something those of us who are worried can do. Records Not Revenue urges us to read the proposed rule, and submit comments to the Federal Rulemaking Portal, copying our Senators and Representatives, before 16 December 2019. The provide all the links necessary, along with suggested conversation starters. They’ve made it as easy as possible.

To learn more, check out Records Not Revenue, as well as this article on Medium by Jennifer Mendolsohn. That article gives real-life examples of how these records can help people with their genealogy.

The beauty of a genealogy buddy

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The joy of a genealogy buddyLast month, I had a genealogy play date. My friend Vickie Sheridan, whom I met through this blog, and I met at the History and Genealogy department at the St. Louis County Library headquarters. The library has great resources. But that’s not the only reason we met. There are many benefits of having a genealogy friend to research with–even if you share no common research interests. These benefits include:

  • Setting aside time for research. By putting a six-hour (including lunch) genealogy date on my calendar, I elevated genealogy research on my priority list that day. In a month where I got precious little research done, this day was a stand out.
  • Getting out of the house. I appreciate an excuse to go to the genealogy library, rather than researching online at home. I have more resources available to me at the library (including access to documents on Family Search that I can’t access at home). Having a dates gets me away from my desk.
  • Keeping me focused on my research. When I’m researching quietly beside a friend who’s also researching, I tend to stay focused, rather than let my mind (or feet) wander.
  • Having someone to brainstorm with. It’s so nice to be able to pick Vickie’s brain (or vice versa). We’ve been genealogy buddies for five years now, so we’re a bit familiar with one another’s research. We try not to interrupt each other’s research, but when we do have questions, it’s really helpful.
  • Our mutual interest in genealogy. Some (most?) of my friends outside the genealogy world really don’t want to hear about my little genealogy victories. But Vickie does!
  • Having company. Genealogy can be such a solitary pursuit. It’s really nice working on my own research in the company of someone else. Vickie is also my genealogy conference buddy. We’ve attended more than ten conferences together–we even drove to Indianapolis together this summer to attend Midwestern Roots. It’s great to have someone to hang out with at conferences.

If you have local friends or family who are also genealogy enthusiasts, I encourage you to get out to a library or cemetery or conference or other genealogy site together. Genealogy buddies are real treasures!

Keeping track of learning resources

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I don’t know about you, but I’ve purchased a lot of educational products surrounding genealogy. And I somehow hope I’m not alone when I confess that I have not read/viewed the majority of what I’ve purchased.

A big part of the problem is that the products are typically downloaded and I don’t have a great system for storing them where I’ll find them again. I also don’t have a great memory, so I often forget I’ve even made the purchase.

I decided to try to do something about this. I created a Trello board called G: Learning Resources. (I use the G prefix before all my genealogy-related Trello boards.) Within that board, I created some lists, by topic or source. Then I combed my hard drive for these downloaded documents. I’m not finished yet, but I found a lot in my Genealogy folder. Some were in subfolders, so there was at least an attempt at organization. (I even had one called Learning Resources to Read that I don’t remember creating and haven’t looked at in years.) I created notes for each of the individual resources and attached either the document or a path to the document to each note. For smaller documents, like short pdfs, I attached the document itself to the note in Trello. For resources larger than 10 megabytes (the Trello limit for attachments for the free version), I’ve added the path to the file on my hard drive in the description area of the note.

I’m just getting started but here’s a portion of that Trello board. (You can click on the image to see a larger version.)

Janine's Learning Resources Trello Board

 

And here’s an example of an individual note. It’s for the slide deck from a talk on Ancestry. At the top of this post is another note I created for a webinar that consisted of bunch of different files on different topics.

Now that my resources are together I think I have a fighting chance of actually benefiting from them. A giant find today was the screencast that Diahan Southard had made of a personal consultation we had back in 2015. I knew she’d sent it to me and had tried unsuccessfully to find it on my hard drive last year. (The problem was that it had my name, not hers, in the file name, since she had created it.) So I renamed it, added it to my Trello board and am take great comfort in knowing I’ll be able to find it when I turn my attention back to my DNA research.

Trello allows for Labels (like tags) to be added to individual notes. So when I have more time to spend with it, I’ll think I’ll add some labels, including a “Read” one so I can mark the resources I actually read.

This has been great for corralling my backlog and making it accessible. As a bonus, I think it will help me be more mindful about future purchases. Since I’ll easily be able to see what I already have, I may purchase less (and money). And now I have a place to put those purchases. I can add newly purchased resources to my Learning Resources Trello board and tag them with a “New” or “2019” label so they don’t get lost among the older stuff.

I feel like this will work for me. I’m interested, though, in how you keep track of your learning resources. Please share in the comments!