Organize Your Family History

Stay focused and happy while exploring your roots

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I can use this form to plan my next family history research session

For me, the biggest impediment to starting a research session is not knowing exactly what to work on. Today, I was reading an article on what to do with the last few minutes of the workday and was struck by a suggestion from Julie Morgenstern, a hugely successful professional organizer. She suggests spending a couple of minutes to identify the most important thing you’ll do in the first hour of work the next day.

I do something like this for my work life (I plan the top four priorities for tomorrow), but it occurred to me this could be really useful for my family history research. If, at the end of each research session, I identified a few things to work on in the next session, the question of what to work on would disappear. I’ve flirted with this before, but what struck me today was that I could create a form (I love forms!) that I would fill out at the end of each session and keep it handy for the beginning of the next session.

I have a similar form for my work day (here’s a link to it on Pinterest), so I adapted it for my family history research. It’s pictured on this post. At the top I have the top four research items to work on. At the bottom, I have a checklist of things to make sure I do as I close up the session.

I think this form will go a long way toward getting me past that barrier to getting started. And making it easier to get started will help me carve out little bits of time to do my research.

 

 

My genealogy time-management plan

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Ticking clockWhen it comes to my family history research, time management is a big challenge for me. I want to hunker in and start researching my family. But I also want to learn more techniques for doing the research. And I want to stay on top of the resources that are available out there. And I want to read other genealogy blogs, because they’re so interesting.

But there are only so many hours in a day.

Getting overwhelmed has always been a challenge for me in my research. I think it has to do with the abundance of possibilities this avocation offers. There’s so much to learn about my family and so many ways to go about learning it.

I do well with structure and I know that, for me, structure helps me deal with that overwhelmed feeling I get in the face of too many choices. (This is a theme in my life.)

So in thinking about how I might structure my genealogy research time to avoid overwhelm and actually get stuff done, this is what I’m thinking:

  • I’d like to allot a certain number of hours a week to doing family history research.
  • I’d like to divide those house among a variety of pursuits, assigning a percentage to each.

So how do I go about deciding how many hours and what percentages? It’s pretty much a crap shoot. I know from experience there’s no point in worrying about getting it right at the outset. I need to just pick a starting point and adjust as experience dictates. So here’s the goal I’m going to set for myself, for the remainder of March and the month of April (keeping in mind I’m away for a week in April where no family history work will be done).

  • I’m going to strive to work 10 hours a week on family-history-research-related activities.

I’ll try to divide those ten hours this way:

  • 50 percent on actual research about my family (5 hours)
  • 20 percent going through downloaded learning resources (2 hours)
  • 20 percent reading genealogy blogs (2 hours)
  • 10 percent organizing my family history research (1 hour)

My research is pretty well organized and I don’t have a big backlog, so an hour a week should do it. I could see needing to spend more than an hour a week organizing.

This is just a starting point. I could be way off on my percentages. I think I’ll keep a time sheet of some sort so I can see how I’m actually using family history research time and how the percentages actually shake out.

I’ll report back how it works out and whether this structure has helped.

How about you? How do you balance the research with the learning and the organizing?

Photo by R.L. Hyde via Flickr

 

Making time for family history research

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I love doing family history research. I really do. I’m also trying to figure out ways to integrate it into my organizing business, so technically it’s work. So why haven’t I done it in more than a week?

I can make excuses for why I haven’t made time to do any research. A week ago I returned from a week-long trip and I jumped right back in to full client load. My desk is a mess. (Embarrassing, but true.) But here’s the thing: since I’ve been home I’ve managed to catch up on most of the TV shows I recorded in my absence. I finished reading a book. I watched a couple of college basketball games.

It really does come down to priorities. (Priority management is a more accurate phrase than time management.)

As I contemplated the fact that I frequently close up shop and leave my desk for the day before I do any research, I realized a few things:

  • The messy desk really does get in the way. (Note to self: Clear it off every night like you used to!)
  • The time I thought I’d try to do it every day, 5 pm, isn’t conducive. Now that it’s winter, it’s dark at that time. I like a lot of light when I’m squinting at old handwriting.
  • If I’m running late trying to get the rest of my work done, I continue working past 5 pm and research is sacrificed.
  • I need to make it very, very easy to start doing the research. One way I might do that is to outline for myself at the end of each research session what I want to research at the start of the next one. Then it’ll be as simple as grabbing a file from the cart stored in a closet a few feet away, rather than rolling out the whole cart. And it gives me immediate focus.
  • I need to examine my priorities for my time and see where this research fits in. Is it more important than keeping up with social media or whittling my inbox down to zero? If so, I should do it before I do those daily tasks.
  • It’s important to recognize that I don’t need hours at a time to do research. As little as 30 minutes can glean some great results.

The process of writing this blog post has given me new resolve. I have a lighter day tomorrow and I’m going to make sure I do some research, earlier in the day. And I’ll make a note at the end of the session about how I want to start the next session.

I think I’ll take a few minutes to clear off my desk right now.

Finding the time for research

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I love doing family history research, but I have to admit that it can be challenging to carve out the time to do it.

Part of the reason is that I always think I want a large chunk of time to work with. I know that once I sink my teeth into a research challenge, it can be hard to stop. But I also know that if I wait until I have a large chunk of time, I may be waiting a very long time. (This is true of so many things, especially decluttering. On my organizing business’s blog, I’ve talked about the power of working on things just a few minutes at a time.)

Yesterday, I had an afternoon without outside obligations. I’m just back from visiting my parents and I have a (non-genealogy) to-do list as long as my arm. But I decided to take some time out to check out the genealogy room at the newly re-opened Central Branch of the St. Louis Public Library in downtown St. Louis. The library was closed for renovation for over a year and it’s a sight to behold. I took the opportunity to acquaint myself with the genealogical holdings of the library and am very excited to make use of this resource.

Another day soon I want to check out an LDS FamilySearch Center here in St. Louis. Taking the time to actually leave my office to check out resources or do some research sometimes can feel really challenging. But I know it’s how I’ll actually manage to make some real progress in my family history research, something I really want to do in the coming year.

Making time for family history research (or any other hobby) is about priorities. I want to make this a big priority for 2013. And I look forward to talking here about some of the progress I make!

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