Organize Your Family History

Stay focused and happy while exploring your roots

Transpose shutting down December 9

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I have posted here about Transpose, the app I have used to create custom forms, including some forms for my genealogy research.

When I logged in this morning to access some information, I was really disappointed to see the following banner at the top of the site:

transposeclose

I wasted no time exporting my data into spreadsheets or pdfs, as appropriate, so I’ll lose nothing. But I will miss this very easy way to to gather information.

I am getting so tired of hopping on the bandwagon of great apps that then fold (see Springpad). I hope and trust that Evernote is here to stay because I have loads of information stored there. I am encouraged by its popularity and the fact it has a multi-tiered paid model.

But still. This strengthens my resolve to store as much data as possible on my hard drive, rather in the cloud. (Though my resolve was shaken a little a couple of weeks ago when I had to do a clean reinstall of my operating system. It all worked out, though.)

If you starting using Transpose on my recommendation, I’m sorry. Please don’t forget to export your data before December 9!

Find help at National Archives’ new History Hub

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historyhubimageI listened to a portion of the National Archives and Records Administration’s Virtual Genealogy Fair this week. It was terrific. For me, there were two big discoveries and a revelation.

First the discoveries:

  1. The talks, slides and handouts from this year’s Virtual Fair — as well as those from the last three Fairs–are freely available online. So if you missed a talk, or just want to revisit one, it’s there for you. (That took the pressure off to sit at my desk all day!) Click to access the 2015 Fair. Here’s 2014. And 2013.
  2. The National Archives has a new website, History Hub, in beta mode. I think it’s really promising. (More on that in a moment.)

I’ll share the revelation with you next week.

I don’t know about you, but I have always found the NARA website to be challenging to navigate. I know there’s info there (and am I’m so glad I figured out how to find my ancestors’ Civil War pension files), but tracking it down can take some effort.

The talk called Innovative Online Resources and Tools to Help with Your Genealogical Research provided some insight into how to navigate the NARA website. It’s worth checking out the talk if you find the NARA website challenging. In the first part of the talk, presenter Sarah Swanson, pointed out ways to navigate the site, and she revealed the many aspects of the site I had overlooked (including a link to the NARA YouTube channel and 16 NARA special-interest blogs!). I’m going to go through the session slides again and familiarize myself with how I can access the vast online holdings. It will also help me plan a research trip to NARA in Washington, DC, perhaps next year.

The second of the talk was about History Hub, which is described as “A support community managed by the National Archives for researchers, citizen historians, archival professionals, and open government advocates.”  The speaker, Kelly Osborn from NARA’s Innovation Office, likened History Hub to the Apple Support Community. If you’ve ever had a problem on an Apple product and googled it, you’ve probably ended up in the Apple Support Community where your question might be answered by an Apple employee or by a fellow Apple user. You might have asked the question yourself or got you needed by reading the answers to someone else’s question. That’s what the National Archives wants to do with History Hub–it’ll be a place where people can get their genealogy questions answered and learn from others’ questions. I think it’s an amazing idea.

Of course, History Hub is the kind of site that will only get better with age as more people use it and offer their expertise. The idea that I can tap into the knowledge of a subject matter expert from the National Archives–as well as other knowledgeable people–is really exciting. The site is searchable and has discussion boards, blogs and community pages. I think it has huge potential and I think it’s really great that the National Archives is embracing innovation this way.

By the way, if you’re getting an error message when you click on the History Hub link, try it in another browser. I found that the link works in Safari and Chrome, but not in Firefox, at least on my computer.

Are there loose documents on your hard drive?

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beachballI had to reinstall the operating system on my MacBook last week. (I paid someone to do it for me.) If you’re interested, you can read  some details about that in this blog post on my organizing blog. As a result, I spent some time focusing on the contents of the Documents folder of my hard drive before the big day.

I thought my genealogy documents were quite well organized on my hard drive. (I organize my documents in a Genealogy folder and Surname subfolder, by surname, then person.) Turns out, they weren’t quite as well organized as I thought. I was surprised to see that I had all sorts of loose files, some of them properly named, others with gibberish image names, floating around on my hard drive. Many were in my Downloads folder. Some were in the Genealogy folder. There are probably more elsewhere that I haven’t yet found.

It was actually quite a boon. Many of them I had not processed into my Reunion software. Some offered clues and insights. And it feels so much better to know things actually are well organized. (Or at least to have the illusion they are.)

If you download documents from Ancestry or elsewhere or if you scan documents into your computer, it might be worth 15 minutes to poke around your hard drive and see if there are any stray documents that didn’t make it into the proper folder!

How I store my genealogy information

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reuniononmac90I love organizing my family history research electronically. As I’ve mentioned here many times, I try not to print digital documents and instead store everything electronically where I can have easy access to it.

I don’t think I have been clear when I talk about storing my genealogy data electronically that I’m not talking about storing it as a family tree on Ancestry or Family Search. I’m talking about storing it on my hard drive.

To me, it would be folly to rely on an outside service to store my precious genealogy data. If the only copy of my information was at Ancestry, I would be required to renew my subscription to access my own data. Even storing all my information at a free site like Family Search feels risky to me. It’s conceivable that they could change their terms of service to something unacceptable to me. Or start charging for access. Or simply vanish. Another place that some people store their genealogy documents is Evernote. I think that can be a great way to have easy, searchable access to information. But I wouldn’t store genealogy documents on Evernote that I don’t also have on my hard drive. They could go belly up. (It happened with Springpad.)

I enter all of my data into family-tree software that resides on my laptop’s hard drive. I use Reunion 11, a Mac program. It can sync with the iPhone and iPad using the ReunionTouch app. I haven’t yet installed ReunionTouch because I take my Mac with me on research trips. I like that storing my data on my computer, rather than an online service, is that the information is accessible even when I don’t have an internet connection (if I have my computer with me).

Of course, I back up my hard drive, both on an external hard drive and with an online backup service (CrashPlan Pro). Backing up is critical.

I’m not saying that my way is the right way or the best way. But I’ll share with you my process for storing info, in case you find it helpful or interesting. So far, it’s working well for me.

When I find a sourced piece of information pertinent to my research this is what I do:

  1. Add the information to the appropriate person(s) in Reunion (or add a person if need be).
  2. Cite the source in Reunion.
  3. Download the information (or scan it if I found it in paper form).
  4. Attach an image of the source document to the source citation in Reunion.
  5. File the digital document in that ancestor’s electronic folder on my hard drive, copying it if it applies to more than one ancestor.
  6. Scour the source for further information.
  7. Make a note in Evernote if it sparks potential further research.

So far this feels good to me and I haven’t second guessed it.

How do you store your family tree information?