source documentation Archives - Organize Your Family History

Reminder: You can let go of “should”

August 28, 2020 By Janine Adams 6 Comments

It’s natural to ask about questions about organizing (your genealogy or anything else) that start with the word “should.” Should I organize my documents this way or that way? Should I store things here or there? Should I focus on this or that?

When I try to answer a question that starts with should, the answer is almost always, “It depends.” Because it’s all about what will work for you.

I encourage my clients (and anyone else who will listen to me) to let go of the word should. And to also let go of asking questions that start with, “What’s the right way to…” or What’s the best way to….”

Because here’s the thing: I can’t tell you what you should do. Only you know what’s right for you. It can be much more beneficial to think in terms of what you’d like to do, or what you think will work best for you, rather than what you should do. Especially when it comes to organizing your genealogy research, the thing you should do (in my opinion) is the thing that works well for you and that you can keep up.

For example:

Maybe you’ve always heard that you should store your paper documents in binders, but you have trouble keeping up with that. Let go of that should and consider using file folders or scanning your documents.
Maybe you think you should print every document for the sake of posterity but you’re overrun with unfiled paper. You can let go of that should, particularly if your electronic documents are already organized.
Conversely, maybe you’ve heard you should scan every bit of paper and store files electronically, but you’re overwhelmed by the prospect. Bye bye, should. You can let your paper files be sufficient. Or just start storing new files electronically and leaving your papers unscanned.
Maybe you’re told you should keep a research log, but you just can’t get yourself to do it. A research log can be hugely beneficial. But don’t beat yourself up if you don’t have one just because you think you should.

In other words, set yourself up for success and do what works for you. Decide what your priorities are (accessibility for you, accessibility for others, ease of use, etc.) and focus your organizing systems on those priorities. Don’t do something just because someone told you you should if it doesn’t seem like it will work for you.

All that said, there are some genealogy shoulds that I think you should pay attention to:

You should cite your sources so you can find them again and know where your facts came from (but you don’t have to cite them perfectly if that’s getting in the way of citing them at all).
You should back up your electronic data in case of a crash. (I use an external hard drive and automated cloud storage.)

Genealogy is supposed to be fun. Don’t let the shoulds drag you down. Make your own choices and own them. And keep yourself open to new ways of doing things. (See what I did there? I told you all sorts of things I think you should do, without using that word. Take what works for you and let go of the rest.)

[If this is feels familiar, it’s because I initially published this post on May 17, 2016. Then I published it again on November 6, 2018 with a different title. It’s a message that really resonates with me right now, so I wanted to repeat it.]

How I process Newspapers.com articles

July 10, 2020 By Janine Adams 18 Comments

I’ve been doing a lot of research on Newspapers.com recently. I downloaded a number of articles about my maternal grandparents, Crawford and Susie (Jeffries) Brown, who lived in Spokane, Washington, from 1936 until their deaths in the 1990s. My mother, Betty Sue Brown Adams, was born in Missouri in 1933, but the family to Spokane when she was three and lived there until she left for college.

The Spokesman-Review, Spokane’s daily paper, is part of Newspapers.com Publisher Extra collection. I did a seven-day free trial with them and when it was over I still I had research I wanted to do, so I signed up for a 30-day subscription for $19.99. (I didn’t want to spend $60 for a six-month subscription.) With the clock ticking, I’ve been downloading articles and also working through my backlog of downloaded articles. In doing so much research on Newspapers.com, I’ve developed a method of downloading and processing the articles that I thought I’d share with you here with some screenshots in case it’s helpful.

As always, I’m sharing what works for me…that doesn’t make it the right way or the best way. And it doesn’t mean I won’t change it up later. But this is what I’m doing now. (Several years ago, I did a screencast of how I process newspaper articles from Genealogy Bank, which was slightly different. If you’re interested, you can check it out here.)

When you find an article on Newspapers.com, you have the option to clip the article so that you find it later on Newspapers.com and others can see it (you can also download, share or save on Ancestry.com by clipping an article), or you can print or save the article. Because I don’t plan to keep my Publisher’s Extra subscription and because I prefer to download everything to my hard drive, I choose to the download the article and also to download the entire page it is on, for context. Here’s what I do:

Once I’ve found an article that I want to save (in this example, it’s a 1943 article about my ten-year-old mother performing in a musical program at a PTA meeting), I click on Print/Save.

Then I click on Select portion of page. (Click on any of these images to make them larger.)

Then I outline the article using Newspaper.com’s grab tool and click Save.

Once I click Save, I’m given an option of saving it as a jpg or a pdf. When you save as a pdf, the source information is included. I always save a clip as a pdf.

Once I click Save as PDF, the article is downloaded to my hard drive. When I open it, it looks like this:

You can see that Newspapers.com has included the newspaper title, date, and page number of the article, as well as the date it was downloaded and the URL for the image. This is really helpful when I create the source citation in Reunion, the genealogy software I use on my Mac. Notice that I have changed the filename of the article per my file-naming protocol. I always put “clip” in the filename for the clipped articles, since I will also download the entire page using the same filename (minus “clip”). I save the article in my Surnames folder.

Next, I go back to newspapers.com, click on Print/Save again, and this time select Entire Page. Then I’m asked if I want to save it as a jpg or pdf. I always save the whole page, as a jpg. That’s just my personal preference.

Once I click Save as JPG, the page is downloaded and I change the filename to match the clip’s filename (omitting the word “clip.”)

Now it’s time to glean information from the article and add it to Reunion.

I take a fact from the article, enter it into Reunion and create a source citation. In Reunion, I use the template for Newspapers to create my source citations. So here’s what the source record for this article looks like (again, click any image for a larger view):

Note that I have attached both files, the clip and the whole page, as multimedia files in the source citation, by simply dragging them from the Finder. But before I do that, I do one other thing. I click on the little clipboard icon in the Preview pane and I paste the citation into the metadata of the file. Here’s how I do that.

I highlight the two files (article and whole page) in Finder, right (or control) click on them and then select Get Info. That brings up the metadata for those files. I paste the source citation in the Comments field. This is really helpful later on if I want to see which source a particular file is attached to.

Then I drag the files into the source record. After I’ve gleaned all the information from the articles, I file them in my folder structure.

A final note: In this particular example, you might be curious how I entered this tidbit about a musical program in Reunion. Under Residence in the Events tab, I added the date of the newspaper article and Spokane, recording that my mother lived in Spokane on 16 May 1943. But I took it a little further. This was one of six Spokesman-Review articles I found about my mother performing as a girl. So in the Notes tab I also created a little listing of those performances. Here’s a screenshot:

I don’t know if it looks complicated laid out like this, but it really isn’t. I pretty easily got into the rhythm of it. The process can get a little tedious, but I think it’s worth the effort to have both the clip and the whole page downloaded. The little nuggets you get from newspaper research can really paint a great picture!

I trust my tree. Do you?

May 9, 2020 By Janine Adams 10 Comments

When I first dipped my toe into genealogy research around 20 years ago, I went online and found Family Search and Ancestry. I subscribed to Ancestry, printed out some five-generation pedigree charts and started writing down what I found, by hand. I collected names and dates and quickly went back many generations. I still remember what a thrill it was.

I made many mistakes back then. The biggest was probably that I didn’t write down a single source. The second biggest was that I didn’t apply a critical eye to anything. I didn’t check any sources, let alone create source citations. I just wrote down the information as I found it.

Of course, before long I started finding information that contradicted what I’d written in my pedigree charts. And, because I lacked sources, I couldn’t verify anything. I came to the realization that I couldn’t trust my tree. And that’s when I became overwhelmed and threw in the towel.

Fast forward to 2011 when I decided to try again. This time I realized that my handwritten pedigree charts were useful only as clues. I downloaded some genealogy software (I chose Reunion) and started with myself as the base of my tree. And I slowly started to grow my tree. I made two vows to myself:

No person would be added to the tree unless I had a strong evidence they belonged there.
Only facts supported by sources would be added to the tree.

As a result, my research is much slower paced than it was back in that first attempt. And it’s also much more satisfying. I love that everything on my tree is based on a source. And if I do find contradictory information I can easily compare the sources and come up with a conclusion.

For me, being able to trust my research, as it’s displayed on my tree, is everything. Do you trust your tree? Or do you have some weak branches?

If you can’t trust your tree or you don’t know if it’s trustworthy, you can do a couple of things to try to remedy that.

You could do a genealogy do-over. Thomas MacEntee over at Abundant Genealogy started a popular Genealogy Do Over program a few years back. He outlines his 12 steps for a Genealogy Do-Over at www.genealogydoover.com. He also offers a workbook for a do-over on that site.
You could go through your tree and make sure that every fact there is supported by a source. If it isn’t, you have research question to solve! I would suggest marking the unsourced “facts” somehow so that it’s easy for you to add sources (and then remove the mark). Be sure and keep track of the facts you need to verify.
You could check all your sources to make sure they’re cited sufficiently and that you’ve picked all the meat off the bones. I started doing systematically going through my source documents that in 2016 (but stalled out). And then in 2018, I started going back through my source documents to make sure that I had collected all the information I could from each source. That process is ongoing.

I went from having a wildly inaccurate family tree to one that I feel confident about. That’s made all the difference in how I feel about my hobby.

Five things I wish my early-researcher self had known

April 26, 2019 By Janine Adams 12 Comments

Earlier this year, I found a pile of papers from early days of my genealogy research and went through them to see what was of value. As I reported back, I let go of a lot of it and scanned some, and it was a worthwhile, if somewhat tedious, endeavor.

In a separate project, I’ve been evaluating the source documentation in my Reunion database. The way I cited and processed early sources was not always great, to say the least. As part of this project, I’ve been reexamining each source, which has helped me make the citation better and glean more information.

As I looked at my early research efforts, five things emerged that I wish I’d known back then.

Always write down a source or copy a title page when photocopying something. In some cases, while examining the paper pile, I had no idea where the document had come from. In a couple of cases, a little searching online revealed the source. But what a waste of time.
Assume you’ll remember nothing. I now keep notes in my research log because the work involved in trying to figure out why I copied or downloaded something is another waste of time.
Siblings matter. Early on, I researched only direct-line ancestors. I think it was because keeping track of collateral relatives felt overwhelming. I know better now. Keeping track of siblings (and cousins!) helps you evaluate information and provides critical clues.
Indexes are clues, not sources. Some of the early sources in my Reunion database are indexes. Now, I don’t include an index as a source unless I’ve absolutely exhausted the possibilities for finding the actual document that was indexed. There is so much more information available in the actual document than the index itself. And, of course, indexes, which were created after the fact, are almost by definition less reliable than original sources.
Be really critical. Early on, finding anything that seemed to support an idea I already had felt like a big win and I didn’t necessary examine it critically. But I’ve learned to critically evaluate every bit of evidence. I don’t automatically accept documents that support my hypotheses, nor do I reject evidence that does not. I like to think of it as sources earning their way into my database.

Genealogy is a process of constant learning. We all make mistakes at the beginning and with any luck we learn from them. (I’m still making mistakes and still learning.) Perhaps this short list will help someone avoid a couple of mistakes.

How about you? What do you wish your early-genealogist self had known?

Reminder: You can let go of “should”

How I process Newspapers.com articles

I trust my tree. Do you?

Five things I wish my early-researcher self had known

My organizing business

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