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Organize Your Family History

Stay focused and happy while exploring your roots

Time-management wisdom from Joshua Taylor

August 11, 2015 By Janine Adams 13 Comments

djoshuataylorcropI’m a professional organizer and I routinely give time-management advice to my clients who want it. But, as regular readers of this blog know, managing my genealogy research time is a work in progress for me. I struggle with staying focused, knowing what to work on and combating overwhelm.

That changed a little on Saturday. I was fortunate to be in the audience at the Genealogy Society of Southern Illinois’s annual conference. The speaker was D. Joshua Taylor, professional genealogist and truly organized person. Joshua has been doing genealogy research since he was 10 years old and had his first professional clients while he was in high school. He is the president of the Federation of Genealogical Societies and the director of family history for FindMyPast.com. He is paid to do genealogy research for others, but he still works on his own genealogy research on a regular basis.

Joshua gave four talks at the GSSI conference, all of them terrific. He’s clearly a very thorough researcher; I was very impressed with the tenacity that came through in his talks. He leaves no stone unturned in his research.

While all four talks were really valuable, one talk that really blew me away. It was The Modern Genealogist: Timesaving Tips for Every Researcher, in which he outlined how he stays happy and focused while exploring his roots. Here were my big takeaways:

  • He works on only 1 to 3 projects/problems at a time, along 3 to 5 extended projects (brick walls).
  • If he comes across something else he wants to check out, he just adds it to his project list to work on in the future. (The discipline of that amazes me.)
  • For each research project, he sets a manageable goal and commits to a finished product, putting the research into some sort of meaningful form. I love that he knows what success looks like, in advance.
  • He plans each research session before he starts.
  • He writes a mini-research report for each research session, even when he’s doing it for his own research.
  • He reviews his research log every month or two to see what he’s missed and what he can apply to other families.

One benefit to working on just a few projects at a time, he said, is that you have a fighting chance of completing them. “I would rather leave behind 3 to 5 completed projects than 50 started, but not completed, projects,” he said. I was impressed that such a young man (I think he’s about 30, if that) thinks about his legacy–that’s probably a byproduct of being a genealogist, isn’t it?

When I got home from the conference, I immediately identified the three projects I’m allowing myself to focus on at this time. It’s been absolutely liberating–I don’t have to try to figure out what to work, which makes it much easier to get started. I will keep you posted how this all plays out, but I’m feeling very good about following Joshua’s excellent advice.

One other mind-blowing revelation at the conference was that Joshua and I are cousins. I’m going to repeat that, because it’s so amazing. Joshua and I are cousins. Our common ancestors are my third great grandparents, Joseph Price (1820-1904) and Mary Puffenbarger (1823-1896). (It’s Mary’s grave that I used aluminum foil to read in my blog post Reading hard-to-read gravestones.) How did I discover that? Like many good genealogy lecturers, Joshua used his own research in examples. In his very first talk of the day, he mentioned Joseph and Mary, much to my excitement. Joseph Price is one of Joshua’s brick walls, so it’s conceivable that I might, at some point, be able to give him a hand. That would be a dream come true!

Filed Under: Excitement, Genealogy tips, My family, Organizing Tagged With: excitement, Jeffries, Joshua Taylor, organizing aids, research, time management

Do you schedule time for genealogy?

August 4, 2015 By Janine Adams 8 Comments

Schedule time for genealogyLast Sunday, I created a list of the things I wanted to get done before going to bed that night. I was going to be traveling the following week, so the list was pretty long. At the end of it, I wrote “Genealogy research.”

I’m so glad I added that last item. I got through the rest of my tasks quickly, checking each of them off the list. If I hadn’t added genealogy to the list, I probably would have turned off my computer and picked up my knitting. But because of the reminder, I went ahead and worked on the transcription of my 3rd great grandfather’s Civil War pension records. (Incidentally, that got the ball rolling and I continued transcribing during my trip.)

As much as I love doing family history research, sometimes I forget about doing it. When I get busy and lose my momentum, it can be hard for me to get the ball rolling again.

I’ve tried scheduling the research and that works for awhile. But it’s always when other parts of my life take over that the little pleasures fall by the wayside.

If you make family history research a priority, by scheduling it on your calendar or putting it on your task list, you can keep the momentum–and the enjoyment–going. At least that’s what works for me!

Photo by Courtney Dirks via Flickr. Used under Creative Commons License.

Filed Under: Genealogy tips, General, Reflections Tagged With: time management

An embarrassment of riches

June 30, 2015 By Janine Adams 2 Comments

bambooforestOne of my tendencies when it comes to my genealogy research is to get overwhelmed and then paralyzed. I’ve worked hard to avoid the “Where do I start?” question that used to prevent me from getting to work.

My feelings of overwhelm have taken on a new quality of late. I went to two excellent genealogy conferences (the National Genealogical Society conference and the Southern California Genealogical Society’s Jamboree) within in one month one another recently and I learned about so many amazing resources to pursue that I don’t know which way to turn.

On top of that, I took action after the first day of the NGS conference and ordered Civil War pension files for three of my Union soldier ancestors and now have literally 300 pages of documents to go through. (That’s exciting but overwhelming!)

It’s an embarrassment of riches. I feel like there are so many good things to pursue, I don’t know how to choose. (On my other organizing blog, I’ve written about how challenging I find it to have too many choices.)

Doing nothing because I have too many choices is clearly not a good option. So I need to figure out how to narrow things down.

When I was at the two conferences, I used my mobile devices to add genealogy tasks to my Things task-management app.  But just looking at that list has become overwhelming.

So here’s what I’ve decided to do:

  • Sort the tasks by surname
  • Remind myself of my quarterly goals
  • Prioritize the tasks so that I can see the Rasco ones easily, since the new quarter starts tomorrow (and I’ll therefore be shifting my focus to the Rasco family)
  • Give myself permission to work on pension records even though they’re not Rasco-related, so that I can work on properly processing them, a little at a time

Just giving myself a plan of action has made me feel less overwhelmed. Assigning surnames to the tasks so I can isolate one family has limited the options and made me feel more calm.

I think I’m going to create a separate “Opportunities” list that I’ll populate with the various resources I want to explore so that I can get inspired without having the distraction of including those resources in my genealogy task list.

Genealogy is such a journey of discovery. Sometimes I feel surrounded by data and learning opportunities and I can’t see where I’m going. Creating a clear path to follow will help me stay focused and happy while I explore my roots.

Photo by Stale Grut via Unsplash.

Filed Under: Challenges, My family, Organizing Tagged With: overwhelm, planning, time management

Finding time to do your research

April 28, 2015 By Janine Adams Leave a Comment

Ticking clockI have two blogs, one at my organizing business’s website, Peace of Mind Organizing, and this one. I try to blog twice a week at each. The focuses are separate (though the common theme is organizing) but occasionally a post written for one can transfer right over to the other.

That’s the case today. When perusing my business blog, I realized that a post called Finding time to feed your soul would be great on this blog. So here it is.

I love doing genealogy research. It’s a fairly big part of my life—I blog twice weekly (most weeks) at my genealogy blog, Organize Your Family History, so I actually think about my family research quite a lot.

But I don’t actually research as often as I’d like. And that’s a shame, because researching my family history feeds my soul.

We’re all busy with the daily activities of life. Throw kids, aging parents, demanding work, needy spouses or sick pets into the mix and sometimes it feels like we don’t have any time to do those things that really nourish us.

I believe that doing those things is really important for self care. So how can we find the time?

Time management is all about managing priorities. If you put everyone’s needs before your own, all you’ll be doing is putting out fires. And that’s not good for you. So I think it’s important to figure out little pockets of time that you can set aside as “me time.” During that special time, you can do that thing that keeps you going and that feeds your soul.

How can you find some pockets of time when you’re already so busy?

  • Get up a half hour early to feed your soul
  • Drop an activity that you’re doing because you think you should, not because you want to
  • If you’re a TV watcher, have a no-TV day each week and put that time toward your desired activity
  • Find people who also do what you want to do (like a knitting group) and agree to do that activity together.
  • Block off time on your calendar for your soul-feeding activity
  • Explain to your family your need to have to time of your own and arrange for a redistribution of chores

The list could go on. Perhaps you just need to be a little creative.

If you’re saying to yourself, I can’t take time out for myself while my house is messy…that’ll have to wait until I get organized then please stop. It breaks my heart when people stop their messy homes from allowing them to live. Sure, work on your home, bit by bit (or hire someone to help you), but reward your efforts with some soul-nourishing activity.

Our lives our important and they should be as happy and fulfilling as possible. I’m a firm believer that we can take control of our time and do those things that bring fulfillment.

Can you make some time for yourself this weekend?

Photo by R.L. Hyde via Flickr

Filed Under: Challenges, Organizing Tagged With: planning, time management

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about me

I'm Janine Adams, a professional organizer and a genealogy enthusiast. I love doing family history research, but I find it's very easy for me to get overwhelmed and not know where to turn next. So I'm working hard to stay organized and feel in control as I grow my family tree.

In this blog, I share my discoveries and explorations, along with my organizing challenges (and solutions). I hope by sharing what I learn along the way I'll be able to help you stay focused and have fun while you do your research, too.

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