Organize Your Family History

Stay focused and happy while exploring your roots

Springpad shutting down on June 25

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Springpad shuts downI was so excited to partner with Springpad on the Family History Organizer custom notebook late last year and early this year. I used it for tracking my research and to-dos and when I worked with them to create it, I had no reason to think that I wouldn’t be using it for years to come.

But, alas, on Friday I was notified that Springpad is closing its doors on June 25. I don’t know why, I’m assuming it has everything to do with it being a start up, funded by venture capital. It’s surprising, though, since Springpad is a venerable start-up; it’s been around since 2008, a long time in that world.

In any case, I wanted to announce it here. If you’re using the Family History Organizer notebook, you’ll want to find a substitute. Evernote is probably the most logical choice, since so many resources are available to learn how to use it for genealogy. (I’ve dabbled with Evernote over the years, never fully clicking with its interface, but I’m giving it another try.)

I have dozens of Springpad notebooks, so I was relieved to learn that they are developing an export tool to make it easier to access my data in other apps. That is supposed to be released this week. On June 25, user data will be deleted from Springpad’s servers, so it’s important to export your data by then, or it will be lost.

I really enjoyed working with the folks at Springpad and I wish them all well. I am going to miss Springpad as a resource; it really did help me organize information and it was the first electronic task manager I was ever able to successfully use.

But now I’ll explore other options for task management. (TeuxDeux is the current frontrunner.) And I’ll let you know if I can make Evernote work for my genealogy resources.

Going paperless

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Going paperless with my genealogy filesI just realized I’m gradually going paperless when it comes to my genealogy research. It’s been almost a year and a half since I wrote the post To print or not to print?  in January 2013. Back then, I was working hard to resist the temptation to print source documents for my files.

Well you know what? That temptation is completely gone. In fact, I’ve been going in the opposite direction as I slowly work on marrying my paper and electronic files. I’m in the process of making sure that all the documents in my paper files are properly named and filed on my hard drive. Most of these documents were originally found online, so it’s easy for me to find them in electronic form and save them to my hard drive. But if I don’t have an electronic version, it’s easy enough to scan the paper version.

I’ve found several advantages to going paperless:

  • My electronic files are at my fingertips; I don’t have to walk to the file cabinet
  • My electronic files are much more portable–they’re on my computer or accessible on mobile devices or remote computers via Dropbox
  • My electronic files take up much less space
  • My physical desktop is less cluttered during a research session
  • Typically, I can zoom in and magnify electronic files, so reading them is much easier on my eyes
  • I save paper and toner, of course

This feels like a really big shift and it happened so gradually that I didn’t even realize it! I think a key component was coming up with an electronic file system that works for me. That gives me confidence that I will find information on my hard drive. (I’m still working on properly filing all the electronic documents that might have been misfiled before I set up that electronic file system.)

How about you? Are you paper or electronic? Or perhaps both?

Don’t let the backlog get you down

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Metadata can make digital files more searchable

Metadata on my GGGF’s death certificate

Lately I’ve been thinking about the backlog of electronic files that I should tag with metadata and that I should rename for consistency and ease of access. (I wrote about that in this post, It’s all about access.) When I think about doing all that, I get overwhelmed. And then I don’t want to do any of it.

I realized though, that I don’t have to wait until the backlog has been completed to start establishing new patterns with new files that I save. It’s just like I tell my clients who have an overabundance of accumulated mail in their homes: They don’t have to go through all the old mail before figuring out how to handle the new mail.

So starting today, I’m creating a simple file naming system for individual files. (I think it’s going to be Year-Document Type-First Name-Last Name). And all new files will be named accordingly.  I’ll also work on creating the habit of adding metadata immediately after saving a file. So my new files will be in good shape and I won’t be adding to the backlog. At the same time, little by little, I can work through my backlog of files and change file names and add metadata tags. I can do it systematically. And I can also just edit the file name and add metadata every time I find myself accessing a file.

One of my personal mantras is “Let it be easy.” This feels like an easy approach to a project that’s been causing me a little stress.

Edited in 2017 to add: I actually settled on a slightly different file name convention. It’s Year Document Type-Name-Location. For example, 1943 Death Certificate-Elmer Adams-Olympia, WA.jpg

5 things I learned at RootsTech

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5 things I learned from RootsTech

Family History Library

I’m still processing all I learned from last week’s RootsTech conference. But several main points are top of mind and I want to share them with you:

It’s all about story. Gathering names, birth dates and death dates is the backbone of genealogical research. But filling in the gaps with stories is what brings the research to life. That might mean interviewing relatives. But it also means searching for documents (like court and probate documents) that can provide valuable information to fill in the blanks.

Genealogists are generous. I heard a talk from Michael Cassara of DigiRoots who not only volunteers with Billion Graves to share information from the headstones of New York City’s Calvary Cemetery, he also buys old, identified photos from flea markets and tries to get them to the descendants of those pictured. How great is that? So inspirational. That kind of generosity inspired me to sign up as an obituaries indexer at FamilySearch.org.

It really is a small world. I met up with one of this blog’s readers (shout out to Lori Krause!), with whom I enjoyed sitting at the keynotes and having lunch daily. We’re both researching ancestors in tiny Vernon County, Missouri. (The population of the entire county is only twice the number of attendees at RootsTech.) I serendipitously sat next to a gentleman who had lived for 15 years in sparsely populated Franklin County, Washington, where my grandparents lived and where my grandfather published the newspaper. So it’s very likely he met my grandfather. It’s amazing to me that in a conference of 10,000 people, I met someone who had met my grandfather in the middle of nowhere. (Oh, and the above-mentioned Michael Cassara knows my husband’s first cousin, Joan Marcus. They both work in the Broadway theater world.)

A conference of 10,000 people doesn’t have to be overwhelming. RootsTech was so well organized that except when the keynote session ended the first day and I was in a crush of people, I never felt overwhelmed. There were no long lines. Registration was lightning fast. It was truly professional conference and I’d go back in a heartbeat.

I want to go back to the Family History Library. One evening, conference attendees were invited to the famed LDS Family History Library for research and pizza. Though the library staff were swamped, I was lucky enough to confer with professional genealogist Lyn Rasmusen who helped me confirm that my records on my great great grandfather, George Washington Adams, were correct. (I had stated worrying that I had him in the wrong regiment in the Civil War.) Just that little taste of the expertise and resources available at the library has me itching to go back!

Incidentally, the video archive of RootsTech 2014 talks is now available. There are 14 classes and 3 keynotes available for you to watch from the comfort of your home, free of charge. I’ll be watching the classes, since I didn’t see any of them live. The keynotes were all great. I encourage you to take advantage of this great resource!