Organize Your Family History

Stay focused and happy while exploring your roots

Two-part program on Zotero for genealogy starts tomorrow

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Reader Donna Cox Baker is an enthusiastic advocate for using the tool Zotero to organize genealogy research. She wrote a guest post about it for this blog and also described it in her How I Do It interview from 2018.

So I was interested when I received an email yesterday from about a two-part program that Donna is teaching for the Bucks County (Pennsylvania) Genealogy Society (BCGS) called “Zotero for Genealogy: Harnessing the Power of Your Research.” The first part is tomorrow, February 4, from 10 am to 12 pm eastern. The second part will be on March 4. Donna says, “Part I will be about the essential core of Zotero and why genealogists need it. Part II will be about various creative ways I’ve expanded on the Zotero basics to make it a real powerhouse tool–such things as timelines, map legends, ticklers, research planning, thought mapping, and more.”

I still haven’t explored Zotero, so I’m interested in watching her programs. The fee is $10 per workshop for non-members of BCGS and $5 for members. The presentations are being recorded and will be available, to members only, for 30 days. I’m not able to attend live tomorrow, so I elected to join the Bucks County Genealogical Society for only $20 and then I’ll have $5 access to the two workshops (and any future workshops in 2023.) It’s worth it to me to pay an extra $10 for access to the recordings for 30 days.

If you’re interested too, go to this page on the BCGS website to learn about the program and this page to register as a non-member. If you’d rather join first, you can read about membership benefits or skip right to the online membership application form. It’s worth noting that when I joined this morning, I did not instantly gain access to registering for the program at the members’ rate. (I’m waiting for a welcome email with a login.) So if you’re planning to go this route, you might want to join today rather than waiting for tomorrow.

The bright side of the backlog

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I often post here about having a backlog of documents that I need to deal with. When I get on a roll, I tend to download documents willy nilly, rather than pausing to process each one before downloading another. I do always rename the file as soon as I download it and put it in my Surnames folder. That list of unprocessed documents used to stress me out or at the very least make me feel like a bad genealogist.

Before I focused on my backlog during the January 30 x 30 challenge, I had 88 documents to process! (By process, I mean extracting facts from the document, entering them into my database on Reunion and creating a source citation that is used for each fact.)

By the end of the January 30 x 30 challenge (well, actually by the first week in February), my backlog was gone. And since then I’ve been focusing on watching RootsTech classes and prepping for the 1950 census release, so I haven’t been adding to the backlog since then.

It felt great to clear out the backlog. But I realized something that surprised me: I kind of miss my backlog. What? Here’s the bright side to having a letting documents pile up. When I have a backlog, I always have a mini-genealogy project at the ready. I just pick a document and process it. (I actually enjoying processing documents, so it’s not a hardship.) I don’t have to figure out what/who I want to research in a given session.

Now that I have no backlog, I have to get focused on some research questions. Weirdly, I feel a little like I’m starting from scratch.

So here’s what I decided today: I’m going to allow myself to build a backlog of up to ten documents without feeling guilty about it. But when I hit ten, I will stop looking for more and start processing what I have. I’m calling it the Rule of Ten. I imagine there will be times when I have more than ten in a given session. But I will whittle it down to below ten in the next one.

This feels really good to me and I can’t wait to see if it works out well!

Quick Tip #12: Don’t enter a fact without creating a source citation

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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 couple of weeks on a small topic that pops into my head. I think this tip is an especially important one.

Don’t enter a fact without creating a source citation

When I first caught the genealogy bug at the turn of this century, I wrote down facts willy nilly without bothering to note where the fact came from. My “research” progressed quickly, but I ended up with an unreliable mess. I abandoned researching for a number of years and when I came back to in 2011 I vowed never to enter a fact into my database without creating a source citation and assigning that source to the fact.

That policy has served me well and is part of my digital workflow. Having a source for every single fact in my Reunion database means that when conflicting information come up, I can easily evaluate the sources and make a determination on what is more likely to be true. It gives me confidence in my research. And it makes my research more credible (and valuable) to others.

Photo by Sam Dan Truong on Unsplash

Reminder: You can let go of “should”

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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.]