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Showing posts with label organization aids. Show all posts
Showing posts with label organization aids. Show all posts

Monday, October 9, 2017

5 tips to organize your genealogy

The chaos of loose papers, pictures, digital images, emails, letters, and etc. can quickly take over your life when you are researching your family history.  As genealogists we juggle many types of ephemera and each one must be stored and cared for in different ways which make taming the genealogy paper monster difficult.  

Tip 1: Be Consistent
As with everything in life consistency is key.  Choose a method that works for you, your space, and your records then stick with it.  Jumping back and forth between organizational ideas can lead to disaster. You could lose papers, forget where you put things, and in general make life a lot harder on yourself for no good reason.
A part of consistency is also setting aside time to file, organize, and purge your papers.  Yes, I said purge.  We do not need to keep every little scrap of paper for your collection.  Setting a regular date to sit down and do these tasks is crucial.  Your family members will thank you, trust me.

Tip 2: Make Sure Materials Are Safe
Storing your materials improperly can lead to their demise.  In the past few decades the availability of archival safe products has risen thanks to the scrap booking craze. Take advantage of that phenomenon by making sure you store and protect your papers and pictures in a way that will ensure they last for several more generations.
You can purchase archival quality boxes in a variety of sizes for your keepsakes.  There are also acid free plastic sleeves which hold documents in binders.  One of the worst things we ever did to was use glue board self-adhesive photo albums.  The acid in those sticky surfaces ate away at pictures and ruined them the longer they were there. 
In addition to how to store items where to store them is key.  Attics, basements, garages, or anywhere else that is not climate controlled should be used.  The constant temperature and humidity changes can degrade artifacts not to mention the risk of animal damage.  If you have an office or bookcase to keep your genealogy organized that is best.  However, if you can convince your family to let you have a closet on an interior wall of the house would be perfect.  The interior wall closest will not get too hot or too cold and stay a constant temperature and humidity.

Tip 3: Invest in a Good Scanner or Camera
No matter how much we try, or how many people profess this to be the digital age, genealogists will collect a lot of paper.  To help with the clutter, and cut down on the amount of papers, a good portable scanner or digital camera is key.  You can easily scan papers and documents while on research trips, visiting family members, or at libraries.  What you can’t scan you can take a picture of with your camera. Viola, one less piece of paper for you to store or misplace!

Tip 4: Backup, Backup, Backup
Nothing lasts forever.  A natural disaster or accident could occur at any time.  Sometimes we can prepare for them and sometimes Mother Nature won’t give us that option.  Making backups of your work is a way to help protect your research and heirlooms.
You can back up your files in several ways.  Making digital copies of all papers and photographs is the most common way to do this.  Once you have a copy you can then store your papers away in a safe place.
Backing up those digital files is also crucial.  You can make copies onto external hard drives but be careful!  Those can become corrupted if not cared for properly.  You may want to invest in an automatic backup service that will automatically back up your computer once a month.  There are paid services that do this, such as Carbonite, and you will need to do some homework to find the one that is best for you.
Lastly, the newest way to share and backup your files is via a cloud service.  There are several to choose from, but the most common is Dropbox and Google Drive.  Here you can store files directly from your computer onto these platforms whenever you want.  The added advantage to these platforms is that you can then share these files with other people, no matter where they live.  Simply send them a link to the file and they can see what you uploaded.

Tip 5: Use a Color Code or Numbering System
Color coding and numbering are the 2 most common ways to organize your files and genealogy.  There are numerous ways to do this so think about what will work best for you and then stick with it.  Color coding is by far the most popular because you can locate what you are looking for on sight.  Numbering is another organizational tool and is more than just the standard Ahnentafel.  Listed below are different ways other genealogist’s use these methods for their research and you might find useful for yours as well.

Color Coding:
·        File folders or binders color coded by surname: each surname has a color coded tab on the outside of any files or binders that hold papers for that surname.
·        File Folders or binders color coded by paternal or maternal lines: this system takes 2 colors, one for all the lines on your paternal side and one for all the lines on your maternal side.
·        Color code based on types of records: Some people like to file by record type and not surname and in those instances they will color code based on the types of records those files contain.

Numbering:
·        Pick a standard system and stick with it: ancestor numbering system (like Ahnentafel) or descendant numbering system (like Modified Register System) are the 2 standard numbering system that you can learn.
·        Number your sources: some people keep a source binder with all the source citations listed in it for all of their documents.  The number for the source citation then goes on the document before it is filed.  Then, in the future, they can find the citations quickly and easily.

Web Resources
•         Helpful Videos on Genealogy Organization
•         Online Resources for Organizing Your Genealogy
•         Organize you Genealogy Email
•         Organizing Your Hard Drive: Photo Filing Tips
•         Organizing Your Research
•         Organizing Your Research (Family Search)
•         Organizing Digital Files
•         Producing Quality Research Notes
•         Scanning Family Photos
•         What to Keep and What to Toss


Book Resources
•         30 Seconds: A Guide to Organizing Your Genealogy Files by Robert Langman
(Heritage Knights)
•         The Art of Organizing Anything: Simple Principles for Organizing Your Home,
Your Office, and Your Life by Rosalie Maggio (McGraw-Hill)
•         Organizing and Preserving Your Heirloom Documents by Katherine Scott
Sturdevant (Betterway Books)


Free Forms
•         Family Tree Magazine http://www.familytreemagazine.com/freeforms
•         GenealogySearch.org http://www.genealogysearch.org/free/forms.html
•         National Archives http://www.archives.gov/research/genealogy/charts-forms/


Tuesday, September 18, 2012

Rolodexing the cousins

 
Last night I sat down and was going to write an email to a cousin. I pulled up the name, looked at it, thought about it, and then I wasn't sure that I was actually writing to the right person after all. This is a problem I never thought I would have. So many extended family members that I can't keep them all straight!

Seriously, this is a problem I that never, in a million years, would have dreamed I would encounter.  I am an only child.  On my dad’s side I have 5 cousins.  On my mom’s side I am the only one.  Yes, they have a few more cousins than that, making my 2nd cousin numbers swell, but they are so much older than me I didn’t connect with many of them. Some I have never met. Family get togethers were always smallish.  Maybe there would 20-25 people on a good year at a reunion or grandma's house for holiday dinners.  We all knew each other, and, well, as a kid I was pretty much ignored.  Once we left Indiana, those became fewer and fewer.  Now that I am older I wish I had more close connections with my relatives, but that is just not the way it is.

Imagine my delight and joy, however, when new-to-me cousins started connecting with me.  WOHOO!  It was awesome!  Nearly a year in I am finding that I can’t keep many of them straight though.  It looks like I am going to need to sort and file my relatives so that I can at least attempt to remember who goes to which family.  Thank goodness I don’t have anyone connecting to me with more than one family… yet.

Anyone have any advice on how they keep their living relations in order?  I have thinking just a database by researching family name.  Could work.  Heck I live with a programmer, bet he could hook me up with something snazzy.

photo credit: renaissancechambara via photo pin cc

Tuesday, July 24, 2012

Week 29 of Abundant Genealogy

Week 29: Organizational Tools. Which organizational tool or tip is your favorite? How did you find it? How does this tool or tip assist in your family history research?

I am a list maker.  I have been known to make lists of lists and then organize said lists on a master list.  Bit OCD huh?  A few years ago I began keeping my lists in small, purse sized, spiral notebooks.  I would jot notes, shopping lists, reminders, phone messages, random thoughts, and anything else that I needed into these notebooks.  Using little post-it tabs I would mark pages I needed to return to.

Then I discovered moleskin notebooks.  Love, love, love them.  I have several running around my house, each with a different purpose.  Mainly I use them for research notebooks, particularly when I have gone to museums and they didn't allow photographs of the exhibits.  They are sturdy, long lasting, and I don't have to worry about the pages falling out!

Amazingly, I found a really cool article on a way to modify notebooks to be recorder of you ideas and research.  Check out his post and blog on GTD (getting things done).  In fact, he is not the only person out there with tips and tricks on how to modify your notebook into a customized organization tool.  Check out this post with more tips, tricks, and ideas than one person can use... but you may find a great solution to an organizational problem you have!

Some of you may be scratching your head, wondering why I am not using my electronic gadgets for these things.  Don't get me wrong, I use the notebooks as a tool in conjunction with my iPad and PC.  Some places won't allow the electronic gadgets, or they won't fit in my pocket or purse, so I am left with old fashioned pen and paper.  If it ain't broke....

photo credit: ©athrine via photo pin cc