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!

Genealogy Gift Ideas: The Essentials

Every year people ask me for great genealogy gift ideas, so this year I’m counting down to the holidays by sharing my own holiday list (in addition to the Black Friday specials announced yesterday). Every day for the next week I’ll post my top picks on several topics: The Essentials, Genealogy On-the-Go, Get Geeky, Get Organized and Find Everything, Heritage Home Decor and Genealogy Entertainment. I hope you’ll find some inspiration here, either for gift-giving or for things Santa might bring you.

This week: The Essentials. To shop, please click the links below: when you do, you support the free Genealogy Gems podcast. (Thanks!)

RootsMagic 6Online family tree services are great, but I’m a big fan of keeping your master family tree in software on your own computer. This makes updates and backups easier and leaves your important data in your control. RootsMagic 6 Family Tree Genealogy Software / Book Bundle is award-winning family tree software that I just love. It’s more than just a tool  for organizing family tree data and sources, which are essential. RootsMagic also  has powerful tools to help you share your research with others: tools for charts, reports and even your own book or e-book. Version 6 is for Windows 8/7/Vista/XP and 2000.

 

Evidence ExplainedI’ve heard Evidence Explained:Citing History Sources from Artifacts to Cyberspace 2nd Edition described as the “genealogist’s bible.” It’s certainly one of the most important reference books you can have on your shelf. The opening chapters, “Fundamentals of Evidence Analysis” and “Fundamentals of Citation,” are a must-read periodically for genealogists who want to really understand how to interpret and cite sources. The rest of her book is a style manual to help readers cite every detail of a source in the right format. 885 page. PRICE: $59.95. Love the idea but overwhelmed by the length and price? Try her smaller-scale book, Evidence! Citation & Analysis for the Family Historian
now in its 16th printing. 124 pp, $19.95.

 

GG PremiumThe Genealogy Gems Premium Membership is possibly the best (and most fun!) bargain around for fun, up-to-date genealogy education, as I hope you Premium Members out there are already aware. This membership gives you Genealogy Gems Premium Podcast episodes with exclusive interviews, tips and content; unlimited access to the Genealogy Gems podcast archive with hundreds of hours of programming; and video classes on my most popular topics like Evernote, Google Earth for Genealogy, Google search strategies, organizing your research and more. PRICE: $29.95. Between Black Friday (11/29/13) and Cyber Monday (12/2/2013) you’ll get a bonus ebook!

We Dig These Gems: New Genealogy Records Online

We dig these gems new genealogy records online

Every Friday, we blog about new genealogy records online. Might any of these collections include your ancestors? Today: English and Welsh Quaker vital records, Newfoundland censuses, New York marriage record, Nova Scotia deaths, Queensland wills and Pittsburgh newspapers.

ENGLISH AND WELSH BMD. Quaker birth, marriage and burial records from England and Wales, 1578-1841, are now available to FindMyPast subscribers. Quakers were formally known as the Society of Friends, a nonconformist religious group who practiced their faith outside of the established Church of England during this time.

NEWFOUNDLAND CENSUSES. Over a quarter million indexed records have been added to free existing databases of Newfoundland, Canada censuses for 1935 and 1945 at FamilySearch.

NEW YORK MARRIAGES. Nearly 640,000 images have been added to a free FamilySearch collection of New York marriage records (1847-1848, 1908-1936). The collection is only partially indexed, but you can “scroll through” images online, much like you would on a microfilm reader.

NOVA SCOTIA DEATHS. Nearly 350,000 indexed names and over a quarter million images have been added to free FamilySearch databases of Nova Scotia deaths from 1890-1955 and 1956-1957.

QUEENSLAND (AU) WILLS. More than 45,000 wills from Queensland, Australia are now indexed for FindMyPast subscribers. The database covers nearly a century: 1857 to 1940 and includes name and year of death.

PITTSBURGH NEWSPAPERS. Newspapers.com and The Pittsburgh Post-Gazette have partnered to put issues of that paper online (1877-1921). “If you take into account the earlier papers that evolved into The Pittsburgh Post-Gazette (like The Pittsburg Post, The Pittsburgh Gazette, and others—also on Newspapers.com), you’ll find issues dating back as far as 1786,” says a news release. “That’s 135 years of Pittsburgh history!”

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Here’s a tip: Most databases, even those with thousands of names in them, are incomplete. If you don’t find an ancestor in a record set in which they should appear, double check the record set description to see whether the years you want might not be included. Search on multiple name spellings, nicknames and initials, as well as for the names of other relatives. Page through any images online. Search that same website (and others) for additional record sets that may cover the same time frame and place. Finally, ask yourself why they could be missing from the records and follow up on logical lines of inquiry. This tip comes to you courtesy of the newly-revised and updated 2nd edition of The Genealogist’s Google Toolbox by Lisa Louise Cooke, which teaches you how to harness the powerful, free features on Google to find your ancestors.

7 Great Ways to Use Your iPad for Genealogy and Family History

how to use your ipad for genealogyDid you know your iPad or tablet computer can be one of your best genealogy buddies? It makes it easy to access and share family trees, documents, and photos on-the-go. It can even help you gather NEW family history treasures: images, interviews and more.

However, iPads aren’t just miniature laptops.  They work differently and in very specific ways, depending on what apps you have. If your tablet time has been limited to playing Angry Birds and checking your email, then it’s time to check out these 7 great ways to use a mobile device like an iPad for genealogy:

1. Access family trees

Access your online family tree (and even make changes) with apps like those from Ancestry, FamilySearchMyHeritage and RootsMagic. Last we checked, Findmypast doesn’t have a mobile app, but its website is optimized for mobile devices (meaning it’s friendly to iPad users).

2. Take pictures

Snap digital images of old family documents, photos, memorabilia and artifacts when you visit relatives. From the iPad, you can upload and share them via Pinterest, Facebook, Instagram, email, or access them from your other computing devices via cloud-based storage such as Dropbox or iCloud. (Genealogy Gems Premium members may access the video tutorial, “A Genealogist’s Guide to Dropbox”).

3. Share your family history

Access old family pictures from your iPad to share with your relatives. You can put them right on your device’s hard drive, which makes them accessible even if you don’t have a wireless signal, but space on iPads is often limited. So make the most of your iPad’s ability to access cloud-based storage by putting your pictures in iCloud or on Dropbox.

4. Image new research finds

When you research your genealogy in libraries, use your iPad to take digital images instead of wasting time and money on photocopies. Image pages from a county or local history or take a snapshot (and a closeup) of a historical map. You can even take digital shots of microfilmed materials! Learn more here, and always get permission at each library before you start taking pictures.

5. Organize on your iPad

Keep track of all your genealogy sources with Evernote–and keep all your sources at your fingertips by using the Evernote app. My new Evernote for Genealogists Quick Research Guides, available both for Windows and Mac users, are cheat sheets that will help you start using Evernote immediately across multiple platforms.

6. Access podcasts, books and magazines on your iPad

Genealogy podcasts are the online equivalent of radio shows–all about family history! You’ll find tons of free, entertaining and informative content in:

Save genealogy and history e-books, magazines and pdfs to your iPad so you can read them anytime, anywhere. Click here for more on how to do this. What kinds of titles might you read? What about:

7. More tasks you can accomplish with your iPad

The best apps for genealogy are the ones that help you accomplish what you need to, not just the ones intended for family history use (like the free family history game Family House). For example, sometimes you need a quick magnifier and flashlight to better see old documents or photos–here’s a great app suggestion for that. Also, many of us find ourselves turning more frequently to YouTube. Well, there’s a YouTube app–click here for ideas on using it for genealogy.

Turn Your iPad into a Genealogy PowerhosueResources

Genealogy Gems FREE e-newsletter. Subscribe to keep up to date with iPad/tablet developments other tech topics for genealogists!

Turn Your iPad into a Genealogy Powerhouse by Lisa Louise Cooke, with an in-depth look at over 65 apps, 32 fabulous tricks and tips to make you a power iPad user (and not just for genealogy!) and “see it for yourself” demos in recommended online videos. It’s available in print and e-book.

Genealogy on the Go with the iPad instructional video, recently updated and re-released for Genealogy Gems Premium members

Find Genealogy Apps with the FamilySearch App Gallery

Mobile Friendly Search Results Come to Google

 

The iPad, PC and Android Phone Can All Play Nicely Together for Genealogy

www.geneaogygems.comThank you for sharing this page with others who may want to use a tablet or iPad for genealogy.

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