How to Get Organized and Put Your Family History Household in Order

From Guest Blogger Denise May Levenick, a recent guest on The Genealogy Gems Podcast:

If you are buried under a mountain of genealogical clutter, take note that January is National Organizing Month and a great time to put your Family History Household in order. When Lisa and I chatted for Genealogy Gems Podcast Episode 144, our conversation reminded me that we can all use a little help keeping the paper tiger under control.

This excerpt from my new book How to Archive Family Keepsakes takes a look at practical strategies to help you Break the Paper Habit. I hope it helps you get a start turning your paper mountain into a manageable molehill.

7 Steps Toward a Paperless Genealogy Office

If you are thinking about converting from paper to digital documents, consider the two types of documents you work with — Archive Originals and Working Documents — and take steps to accommodate preservation and efficiency for both.

Aim to minimize paper copies and maximize the efficiency of your computer file system. Minimize confusion by using the same file naming scheme and file folder organization for converted paper files and for new electronic documents.

1. Pick a Start Date. Businesses recognize the value of knowing exactly when they shifted from paper to digital; it’s easier to find things.

Select a meaningful date, if possible, your birthdate, January 1st, Tax Day, anything that will be easy to remember. Begin saving new information as digital documents and filing according to your file scheme. As you have time, work on digitizing past documents.

2. Print Less. Whenever you need keep information, choose to save a digital version instead of printing a copy.

3. Use a Consistent File Naming Scheme. If you’ve been using a computer for any length of time you probably already have a file-naming scheme in place. If not, or if you feel like you need a better system, investigate different options and find one that works for you before beginning a full-scale digital file management program. Find more information on file-naming schemes later in Chapter 13.

4. Purge the Paper — No doubt, you have a considerable amount of paper sitting on your desk right now. Your Digital Birthday is here; how do you handle the paper pile? You have two choices, digitize or purge. Do you really need to keep the paper copy? Is the information readily available online or in a public resource? See How to Archive Family Keepsakes, Chapter 9 for specific strategies on moving toward a paperless office.

5. KISS, Keep It Super Simple — Keep your system easy and intuitive. Don’t be tempted by fancy, hard-to-remember schemes. Develop a workflow that suits your own personal style, and tweak it until it’s nearly effortless.

6. Post a Workflow Cheat Sheet — Post a simple list to remind you of your paper workflow and file-naming scheme. This can be a real timesaver for those of us who research in bits and spurts on weekends and vacations.

7. Celebrate Your Digital Birthday — Every year on the anniversary of your digital switch, evaluate your current system and upgrade if necessary. This is especially important if you use CDs for external storage; CDs deteriorate over time and older formats should be upgraded to remain compatible with new operating systems.

This is also the perfect time to check your Archive Document storage. Look for any sign of mold, mildew, or bug infestation. Air out your closets. Do random spot checks of different file boxes and folders. Schedule any needed preservation or restoration projects.

Listen to Genealogy Gems Podcast Episode 144 to hear Lisa Louise Cooke interview Denise about her new book and share ideas on preserving family keepsakes.

Join the Blog Tour

Join the Blog Book Tour for How to Archive Family Keepsakes January 10-26, 2013 for author interviews, book excerpts, giveaways, and more. Visit the Blog Book Tour Page at The Family Curator for the complete schedule.

Proceeds from the sale of How to Archive Family Keepsakes during the Book Tour will help fund the 2013 Student Genealogy Grant founded in 2010 in honor of Denise’s mother, Suzanne Winsor Freeman.

Blog Book Tour Giveaways

It’s easy to enter to win a free copy of Denise’s new book or one of the weekly giveaway prizes. All you have to do is leave a comment to the Blog Tour Post hosted at one of the official tour blogs. Random winners will also be selected from social media comments on Twitter, FaceBook, and Google+.

Comment on daily Book Blog Tour Post
Tweet the Tour Twitter @FamilyCurator #keepsakebooktour
Share the Tour on FaceBook, Google+, Goodreads.

Each blog tour post comment gives you one chance to win; one entry per post per day, please. Leave a comment at each stop on the blog tour and increase your chances of winning. The lucky names will be announced each Saturday during the tour at The Family Curator.

About the Author

In every family, someone ends up with “the stuff.” Denise May Levenick is a writer, researcher, and speaker with a passion for preserving and sharing family treasures of all kinds. She is the creator of the award-winning family history blog, The Family Curator www.TheFamilyCurator.com and author of the new book How to Archive Family Keepsakes: Learn How to Preserve Family Photos, Memorabilia and Genealogy Records, (Family Tree Books, 2012).

 

Disclosure: This article contains affiliate links and Genealogy Gems will be compensated if you make a purchase after clicking on these links (at no additional cost to you). Thank you for supporting Genealogy Gems!

Disaster Recovery for Genealogy: “Think About the Things That Matter Most”

Damage reports are surfacing in the aftermath of Hurricane Harvey. Today we discuss how two Texas library collections have fared, and disaster recovery strategies for genealogy researchers. I’ve got a fantastic get-started video tip for those trying to rescue documents, photos, and other family heirlooms–and the two steps everyone should take to protect their priceless genealogical collections.

disaster recover things that matter most

Port Aransas, Texas

My heart goes out to those who have been in the paths of Hurricanes Harvey and Irma recently. Knowing I live in Texas, many of you have asked how my family is doing. I’m happy to report that the storms didn’t reach those of us here north of Dallas. However, our daughter Hannah and her husband, while thankfully safe after evacuating from their home on the Texas shore, suffered the loss of their car and other possessions, and Hannah’s workplace was destroyed. They are now part of the relief and recovery efforts, and look forward to when they will be able to return to their home, which is currently uninhabitable. We feel very blessed that they are safe and sound, and our prayers go out to all who suffered losses.

Disaster Recovery for Genealogy Libraries

Clayton Library Center for Genealogical Research, Houston, TX. Wikimedia Commons image; click to view.

As lives are secured and order begins to be restored in devastated areas, I’ve wondered how various genealogy libraries and archives have fared. Genealogy Gems listener Chris emailed me with an alert that the Clayton Library Center for Genealogical Research in Houston, Texas has suffered some damage. “So sad for genies!” she writes. Indeed! The Clayton is one of the top public library genealogy research centers in the United States.

Not wanting to disturb their recovery efforts with a phone inquiry, I’ve turned to Google searching and social media for a status report. The Houston Public Library Foundation states that the Clayton is among one of 10 library locations that are “unable to open due to various building damages.” The Clayton Library Friends Facebook page offers more specifics–and this hopeful report:

“Yes, there was some flooding at Clayton Library and according to Susan Kaufman, Manager, Clayton Library is closed this week. Clayton Library staff will be deployed to other libraries that are open.

Clayton Library did suffer some water damage but it was not really that bad. They just need to decide how best to proceed since they were planning on doing renovations soon anyway.”

CityofHouston.news tells us what Clayton staff may be doing at other library branches: “The services and resources that are available at your library system include free access to WiFi and computers, one-on-one assistance with filling out applications and forms, and access to the expertise of library archivists who can assist you in preserving and saving precious family memorabilia such as books, letters and photographs that may have been damaged in the storm.” 

Chris’ email encourages us to support the recovery effort for Houston’s libraries through the Houston Public Library Foundation: here’s the link she sent to their donation portal.

Port Arthur Public Library, Port Arthur, Texas. Image from library website.

Down on the coast, another library system wasn’t so fortunate. The Port Arthur Library will remain closed for months, reports the Port Arthur News. “The Port Arthur Public Library was one of many buildings hit hard by Harvey,” states an article by L.V. Salinas. “It sustained flood damage and the subsequent mold issue inundated buildings often face afterward. It also sustained substantial damage and loss of property of its books, computer equipment, archives and more.”

Crews are working to clean up and preserve what they can. High priority is being given to their historical and genealogical resources: “One of the costlier processes was the freeze-drying of irreplaceable items like genealogy records, microfilm, Port Arthur historical photos and collections. The intent, as performed by companies contracted by the city, was to prevent any further damage from taking place, kill the bacteria that’s present and preserve the items long enough for a transference of information by experts.”

The Port Arthur History Collection is proudly described on the library website; it includes a collection of historic photos that were lovingly organized by volunteers and placed in archival-quality storage. “It’s one of our highest buy testosterone medication priorities,” states a library official in the article. “It’s time sensitive, and it has to happen now….We have to preserve it now.”

Disaster Recovery for Genealogy Researchers

As genealogists, we to have our personal and precious libraries and archives. We build trees in software–some of us spending hundreds or thousands of hours on them. We may have files, books, and other research materials. Many of us are family archivists: the stewards of priceless original family documents, photos, and other artifacts. Here’s some level-headed counsel for after a disaster strikes–and here’s what the rest of us should be doing now, before another disaster.

After a Disaster: Take It One Step at a Time

If you’ve been affected by a recent disaster, I’d like to share this fantastic, level-headed advice from Rennee Tallent, Galveston Historical Foundation’s Manager of Historic Collections (Galveston, Texas was hit by a hurricane in 1900–the “deadliest natural disaster in American history”):

I love her compassionate advice:

“Walking into [your home after a disaster] is very overwhelming. Try to take a deep breath and think about the things that matter most to you and what your priorities are. Take it one piece at a time: after you’ve finished that one, move on to the next.” -Rennee Tallent, Galveston Historical Foundation’s Manager of Historic Collections

Start your recovery efforts with whatever matters most to you, Renee says. But she reminds us that certain items are more vulnerable to destruction than others, so try to also focus on things made out of paper and photographs, then cloth, then wood. Leave your china, silver, and glassware until these other items have been stabilized.

Before Disaster Strikes: Digitize and Back It Up!

If a disaster strikes, most of us won’t have the time to grab all our genealogy research files, photographs, and other precious heirlooms. But many of these items are one-of-a-kind–unless we make them two-or-more-of-a-kind!

As family archivists, we can best preserve our past by:

  1. Digitizing it. Make high-quality digital scans of original documents and photos. Take digital pictures of three-dimensional heirlooms such as clothing, handicrafts, even quilts.
  2. Backing up your digital files. Should a disaster occur–whether storm, theft, or fire–your computer may suffer the same fate as any original documents and heirlooms in your home. So I recommend investing in an automated, cloud-based backup service for your computer.

For a few dollars a month, a cloud-based backup service will continually back up your computer files to a remote server. In the event of any loss (including a computer crash), you can download them again. Having a digitized version of those original Civil War letters or photos isn’t quite the same as the real thing–but it’s so much better than having them disappear entirely. And if you’re like me, your computer doesn’t just house your photos and research files. It may have hundreds or even thousands of work files, personal files, music, or video files and more.

I use Backblaze for my personal computer and to back up thousands of Genealogy Gems audio, video, and other files. Backblaze is made for everyday consumers: it’s affordable and easy to use. Do your research yourself and choose the best cloud-based backup for you (click here to read the 8 features you should be watching for).

Our Service “Happiness” Manager, Lacey, experienced first hand the benefits of having her computer backed up:

Right after our Genealogy Gems seminar in Dallas in early August, I came home, sat down to work, and discovered my laptop had died. I tried everything I could find to get it going again (thanks to Google search results) but it couldn’t be revived. Thankfully, I had both Backblaze and Dropbox installed on my computer, and I didn’t lose any files at all. I was able to get everything back! Even my Google account saved all of my settings and bookmarks for my Chrome browser, so when I got my new computer, just about everything was restored as though nothing had happened. I was SO RELIEVED! Planning ahead really paid off!

Backblaze lisa louise cooke(If you decide to go with my favorite, Backblaze, thanks for clicking here to purchase it. The modest commission we receive supports the free information I provide on this website and the Genealogy Gems podcast.)

My sincere wishes for the safety of your families–and your family history.

Happy Mother’s Day

Wishing all you *mommy gems* out there a very happy Mother’s Day! (Image: Introducing my oldest daughter Vienna to her new baby sister, Lacey) About the Author: Lisa Louise Cooke is the Producer and Host of the Genealogy Gems Podcast, an online genealogy audio...

Find Genealogy Apps with the FamilySearch App Gallery

Do you ever wonder whether you’re missing something when you browse iTunes or Google Play  for genealogy apps? Well, FamilySearch has created a space JUST for family history apps: The FamilySearch App Gallery.

According to a FamilySearch press release, the gallery helps people “more easily find the right application from FamilySearch’s many partner applications, or services, to enhance their family history efforts. With just a few clicks, patrons can now begin to search partner apps to find those that meet their specific need.”

For example, you can search the App Gallery by:

  • what the app does (family tree software, find ancestor, photos and stories, charts and tree views and tree analyzing);
  • platform (web, windows, Mac OS, Android, iPhone/iPad and Windows phone);
  • price (free for everyone, one-time payment, subscription, or free trial);
  • language (English, French, German, Italian, Spanish, Portuguese and more);
  • and FamilySearch compatibility (reads from FS, updates into FS or FS account not required).

Remember, the nature of apps is usually very specific. The BillionGraves for Android (or iOS) app, for example, lets you image and index gravestones for the BillionGraves website. But you may not have ever come across some of these apps before–and may find them very useful for your current or future research. For example, Historic Journals lets you run your own indexing project with your own  group. You can tag, index, share or archive historic documents in a public or private environment.

Genealogy Gems Podcast and Family HistoryI’m pleased to report that the Genealogy Gems Podcast app for iOS and Android are in the FamilySearch App Gallery! In case you don’t already know about the Genealogy Gems Podcast app, it brings the free Genealogy Gems Podcast to your smart phone or tablet along with exclusive bonus material. And in January the app celebrated it’s 5th anniversary! In addition to getting access to the show, you’ll also receive access to special features like PDFs with tips and ideas from the show; Genealogy Gems wallpaper; bonus audio and video content; the ability to follow the show on Twitter; and call-in audio comment feature (iPhone only). (Not all features available for all episodes.)

While the FamilySearch App Gallery is a great resource, it isn’t a comprehensive home for ALL family history related apps. And a lot of genealogy-friendly apps aren’t categorized as such in Google Play or the App Store. Learn more about TONS of apps to further YOUR family history in Lisa’s book Turn Your iPad into a Genealogy Powerhouse. This book introduces you to the tablet/iPad way of “thinking” (it’s different than how you use a computer). It gives you an in-depth look at over 65 genealogy-friendly apps, 32 fabulous tips and tricks and links to online videos where you can watch things for yourself. Got a tablet? No problem–apps available in Google Play are included, and the tips include clues about features to look for in your brand of tablet.

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