Episode 71 – Genealogy Organization and Work Flow that WORKS!

When you’re working on our genealogy, you’ve got data and records coming from all directions: websites, interviews, archives, downloadable documents, and more. Some of it you’re actively working on, some of it you need to save for later, and the rest has already been analyzed and is ready for archiving. This variety of data requires a variety of storage locations.
 
Genealogy Workflow Organization

Watch episode 71

 
In this week’s special episode of Elevenses with Lisa (episode 71) I’m going to share with you my genealogy data workflow. We’ll talk about how it all fits together to ensure an uncluttered desk and the ability to instantly put my hands on what I need when I need it. If that sounds like something that you need help with, please join me this week.

 Watch Live: Thursday, September 16, 2021 at 11:00 am CT 
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Episode 71 Show Notes 

Barbara left a comment saying she found our recent videos that we called How Alice the Genealogist Avoids the Rabbit Hole helpful (episode 68 and episode 69), but she did had a question about Evernote. She asks, “Once you have processed (the genealogy record) and extracted the information you need, do you remove them from Evernote and place them in your digital genealogy filing system? I get a bit confused in thinking about what the other purposes of Evernote might be. Wouldn’t I just save my documents, newspaper clippings, etc. to my digital files on the hard drive and also to my Google Drive folders? Is there any need to also have them in Evernote?”

This is a great question, and I think the best way to answer it is to talk about my entire genealogy workflow in which programs like Evernote play a part.

It really helps to have a consistent way to capture and find what you’re actively working on. My workflow works great for me, but its just one way. Follow along with me and see if this might be a flow that will work for you.

The Genealogy Data Flow

Let’s start off with an overview of my workflow. And there are really 5 major workstations, if you will, that your data flows through. Some of these we’ve discussed previously here and also in several Premium Member videos:

  1. Active Genealogy Work
    This is the stuff we are working on currently. I several different tools to capture and work on these items: Evernote, genealogy website subscriptions, “pending” folders on my computer, pending tabs in my 3 ring notebooks and physical pending box on my desk. We discussed this in Elevenses with Lisa episode 7.
  2. Conclusions added to Master Genealogy Database (Software on your computer)
  3. Archival Digital Storage (your computer.) See episode 8 (Digital Archiving) You can certainly keep archival items in Evernote as well.
  4. Archival Paper Storage (your binders.) See episode 6 (Paper Archiving)
  5. Cloud backup. I use Backblaze at https://www.backblaze.com/lisa (affiliate link – thank you for your support of our free content)

Incoming Genealogy Sources

Not everything I find while researching is ready to be archived the moment I find it. Some items are actively being found and worked with such as:

  • Items I’m exploring for the potential application to my current research project
  • Items pending analysis
  • Unproven items
  • Items playing a role in a bigger research question that I want all together for now.
  • Bright Shiny Objects (BSOs) – stuff I found along the way that doesn’t relate to my current research goals

Not everything is captured on my computer. Many items (photos, audio and video records, typed notes) are captured on my phone and my iPad. So, I need an easy way to funnel everything back to one active workspace. A cloud-based notetaking service allows me to do this because it’s available as software on my computer and an app on my mobile devices. All synchronize through my account on the cloud. I use Evernote  (affiliate link – thank you for your support of our free content) so I’ll refer to that, but there are others out there like OneNote, and Google Keep. (Learn more about how to user Evernote in episode 70.)

Evernote allows me to:

  1. Capture and hold items
  2. search and retrieve more effectively than on my computer thanks to OCR (subscription)
  3. work my genealogy research plan
  4. easily collaborate with another researcher by sharing a single link
  5. Store and share media such as audio and video recordings

OK, so does everything go straight into Evernote? The answer is no. So let’s take a look at what happens to a digital item when I get it. I’m going to call it data, but it could be a downloaded genealogy record, a web clipping from a website, a photo of a gravesite I took with my phone, or anything else that includes information I want to use.

Working Your Genealogy Research Plan

When we work our genealogy research plan, we will inevitably locate documents. Typically, these are digital, but sometimes we find a physical document and make a digital copy of it.

Before a digital item is deemed relevant and ready to archive, we have a lot of work to do. We need to evaluate and analyze the document to determine its value and its possible application to our family history. If deemed reliable and applicable, we then need to extract the data and enter it into our family tree software. We may also decide to add some or all of the information to other places such as our online tree if we have one.

Many times, all of this work can’t happen in one sitting. We may need to be able to review and work with the item several times before we’re finished with it. I call this “processing” the document.

Even after its processed, we may still need the item nearby for reference as we work our research plan in the hopes of reaching our goal. At this stage, I consider this item to be “Active.” The opposite of that would be items I consider to be “Archived.” An archived item has been fully utilized and is no longer playing an active role in my research plan. That’s not to say I may not need to reference it again in the future, which is why it must be archived where I can retrieve it. The point is that the item is not relevant to my current active research. For example, perhaps it pertains to my mother’s side of the family and right now I’m working on my father’s side of the family.

My active digital items are typically added to Evernote, which I consider to be my Active workspace. It is not my archival space. However, this is not to say that you can’t store everything in Evernote forever if that’s what you want to do. You certainly could. I’ve given this a lot of thought and there are a few reasons why I don’t store everything in Evernote.

The main reason I don’t store everything in Evernote is that I’m a firm believer in retaining control of my data. If we store everything on a website or in a cloud service (which Evernote is), they (or their hosting provider) could pull the plug tomorrow and it would all be gone. I certainly don’t think that would happen overnight, although there are real cases of that happening. But I don’t want to take the risk, and I don’t want to have to scramble in a panic to move a mountain of data because I’ve been given a 30 day notice that a service is ending or has been sold to another company. (And let’s not even think about the possibility that the email notification of that happening went to my Spam folder!)

In order to retain control of my family history data, my long-term data storage needs to be within my control: my computer, external hard drives (both backed up with Backblaze) and paper print outs. That being said, when it comes to my active research project, I’m willing to trade the risk for the speed and convenience of using an online tool or service such as Evernote. My active research is a small fraction of my total research, most of which has been archived on my computer.

So, when I first find an item, I have a decision to make: where am I going to put it? Will I save it to my computer or to Evernote? It depends on what it is.

Items I save to Evernote:

  • Items needing OCR to be most useful. Examples: Newspaper articles, web clippings
  • Items created with my phone or tablet. Examples: Photos of gravesites and documents, interview audio recordings, videos of research trips
  • Items needing analysis before confirmed as pertaining to my family. Examples: Record downloaded from a genealogy website. I want these in Evernote because everything is together in one place. Tags and the search feature allow me to instantly retrieve any combination of records I need at any given time for cross reference. And if I need to share any or all of the items with another researcher it’s easy to do with just one share link. A cloud notetaking service make working your research plan much easier. (Premium Members watch my video class Collaborative Genealogy with Evernote.
  • Example: Items pertains to my family but not part of my current research project.
  • Downloaded genealogy records I don’t have time to process right now.

All items are tagged with relevant information to make them quick and easy to find in addition to keyword searching.

Items I save to my computer hard drive:

  • Items to I want to keep that have been processed.
  • Digital scans of visual items. Examples: Family Photos, old postcards
  • Large files created on my computer (audio, video).

I have a solid system for organizing my folders and file on my computer so it’s quick and easy to find them. If you’re a Premium Member you can watch my step-by-step classes on how to set that up for yourself on my website GenealogyGems.com.

The bottom line is that whenever I need to find something for my active research project I’m going to search my notetaking service first, and then my computer hard drive.

Genealogy data workflow

Archiving Processed Items

Once I reach my research goal and I’m done actively using those sources, I’m ready to archive them. I could just leave everything in Evernote, but I want to make sure that all genealogical documents that I referenced as a source in my master database, are archived on my computer for long-term storage that I control, and that is being automatically backed up.

An important thing to understand about Evernote is that you can’t just download everything with one click in its original file format. However, you can save individual digitized items in your note, such as genealogical records, to your hard drive. Since there is no lifetime storage limit, I leave the note intact in Evernote, and I save the image to my computer hard drive. Save the image by right-clicking on it (in Windows, & I think it is Command click on a Mac) select Save As and save it to the appropriate archival folder.  I do this at the end of the research project. Now you may feel like your “research project” never ends! But I’m referring to a genealogy research plan.

how to save evernote image to hard drive

How to save a document image to your hard drive from Evernote.

You can learn how to create one in Evernote by watching my Premium video class Using Evernote to Create a Research Plan. (Premium membership required.) Of course, after I’ve answered my research question I quickly develop the next one and build a plan around it. So, you’re right, it never actually ends – thank goodness!

How Do I Find It Later?

My software database is the brain of my genealogy operations. I may have family tree information on various genealogy websites, on my computer, in Evernote and maybe even on my own family history website. But my database is the final word on what I have found and believe to be accurate. As I draw conclusions and add data to my family tree in my database, I cite my source. Therefore, everything I need to know about my tree is in one location I control on my own computer. If someone asks me a question about someone in my family tree, I can quickly look up the information and also see where I got it (the source).

genealogy database software

“Your genealogy database software is the brain of the organization.” Lisa Louise Cooke

When I want to refer back to one of those sources I would look in one of three places:

  1. My computer archival digital files (especially if it’s not part of my active research plan). This is easy to do because I know my folder system well, and it guides me. I’ve never lost anything yet!
  2. Evernote (particularly if the source is part of my current research plan.)
  3. The surname binder (if my citation tells me or I suspect it would be an archived piece of paper.)

Because I stick to my system, I usually instinctively know where to look. And because of they way each is set up, I can find things FAST!

Final Thoughts

Of course there are always exceptions to any rule, and there may be an item or situation that doesn’t fall perfectly neatly into a category or activity. Use your own best judgement on how to handle those. OCR search capability and great systems for digital and paper items will make it possible to find what you need when you need it. And most importantly, you’ll retain control over your family history legacy.

Be sure to share your Evernote credentials in a secure place and share them with a trusted relative so that the account can be passed on in the future. Learn more about protecting your legacy by watching my video class Saving Your Research from Destruction. (Premium membership required.)

Resources

Premium Members: download this exclusive ad-free show notes cheat sheet PDF
Not a member yet? Learn more and join the Genealogy Gems and Elevenses with Lisa family here.

Genealogy Gems Premium Videos including:

  • Organize Your Research with Evernote
  • Making Evernote Effortless
  • Using Evernote to Create a Research Plan
  • Evernote: 10 Projects You Can Do
  • Collaborative Genealogy with Evernote
Evernote for genealogy genealogical sources

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Front Page News! New York Tribune Archive on Flickr

Women of President Taft’s New Official Family at Washington, New York Tribune, March 7, 1909. Cover, illustrated supplement. Library of Congress image, posted at Flickr. Click to visit webpage.

The Library of Congress has a Flickr album that’s front page news–literally! It’s a New York Tribune archive with newspaper covers dating back more than a century.

“This set of cover pages from the New York Tribune illustrated supplements begins with the year 1909,” explains the album. “The pages are derived from the Chronicling America newspaper resource at the Library of Congress. To read the small text letters, just click the persistent URL to reach a zoomable version of the page.”

“Daily newspapers began to feature pictorial sections in the late 1800s when they competed for readers by offering more investigative exposés, illustrations, and cartoons. In the 1890s, William Randolph Hearst and Joseph Pulitzer tapped into new photoengraving techniques to publish halftone photographs, and other newspapers soon adopted the practice. The heavily illustrated supplement sections became the most widely read sections of the papers and provided a great opportunity to attract new customers. The daily life, art, entertainment, politics, and world events displayed in their pages captured the imagination of a curious public.”

How to Find Your Family History in Newspapers

Available at http://genealogygems.com

We don’t often find our ancestors splashed across front-page news. But we can read over their shoulders, as it were, to see what was going on in their world and what others around them thought about these events. Newspaper articles and ads reveal fashions and fads, prices on everyday items, attitudes about social issues and more. Read all about using old newspapers for family history in How to Find Your Family History in Newspapers by Lisa Louise Cooke.

Irish Historical Photographs in New and Updated Genealogical Records

We are bringing you Irish historical photographs from Dublin this month in celebration of Irish heritage. Search these amazing photos of your ancestral homeland. Also this week, directories from Scotland, church records of the United Kingdom, and censuses for Canada and New York State.

Irish historical photographs 1900

Ireland – Dublin – Irish Historical Photographs

The Dublin [Ireland] City Council has launched an online archive of over 43,000 Irish historical photographs and documents to their website. These amazing photographs can be searched by archive, date, or location for free. They show images of events like the Eucharistic Congress and the North Strand Bombing. There are also images of football games, bus strikes, and old Dublin streets.

These Irish historical photographs includes pictures of old documents and objects, too, with the oldest document dated to 1757!

Take a look at the entire archive, here.

More on Beginning Irish Genealogy

irish genealogy cheat sheetYou’ll love these two quick-guides by Donna Moughty on Irish genealogy. Guide #1 titled Preparing for Success in Irish Records Research will help you determine a birth place, differentiate between persons with the same name, and walk you through identifying helpful US records.

Guide #2 titled Irish Civil Registration and Church Records, will guide you through locating Protestant church records, civil registrations, and more. It will also walk you step-by-step through using the new online Civil Registration records.

And now, purchase these quick-guides as a bundle

Scotland – Post Office Directories

Scotland Post Office Directories contains over 382,000 records and allows you to explore thousands of pages of directories to learn more about the life and work of your Scottish ancestors. This Findmypast collection focuses on a particular town or district although a number of national postal directories are also included. The majority comprise a description of the place along with lists of people by occupation. For example, you will find lists of magistrates, councilors, sheriffs, police officers, and merchants.

The records are do not contain transcripts, but do include a digital image. The detail you will find on each page will depend on the type and date of the directory.

In conjunction with these post office directories, there are some that are browse-image only. They have not been indexed at this time. These 598 volumes of the Scotland Post Office Directories Image Browse are an excellent source for family history and those who need to trace their ancestors on a yearly basis.

Canada – 1842 Census

Lower Canada census

The Lower Canada Census 1842  at Findmypast contains over 46,000 records. The Province of Lower Canada was a British colony on the lower Saint Lawrence River and the shores of the Gulf of Saint Lawrence between 1791 and 1841. It covered the southern portion of the modern-day Province of Quebec and the Labrador region of the Province of Newfoundland and Labrador.

Each search result will include an image of the original document and a transcript. The original returns were printed in French and English and transcripts may include occupation, language, residence, and the number of inhabitants at their dwelling. Images can provide detailed information about the local area such as number of inhabited and uninhabited buildings, the number of barley mills, tanneries, distilleries, the price of wheat since last harvest, and the price of agricultural labor per day.

United Kingdom – London – Russian Orthodox Church Records

Findmypast has added records to their collection titled Britain, Russian Orthodox Church in London. Over 13,000 records taken from volumes of birth, marriage, and death records from the Russian Orthodox Church in London in exist is this collection. The records further include correspondences, congregational records, and church documents. The majority of the volumes are written in Russian although a limited number of English-language records are available.

The Russian Orthodox Church records are available as a browse set only at this time. You will need to search the records by the document description such as Births, marriages, deaths, converts, and passports, 1888-1919 or Donations to St Petersburg Guardianship for Poor Clergymen, 1863. Then, search within the digitized volume to find your ancestor.

You will find numerous correspondences with other church leaders in London, America, Russia, and Japan, as well as documents related to religious doctrine. The facts found in each volume will depend on the type of record you are viewing. Birth, marriage, and death records will typically include the individual’s name, event date, and place, while birth and marriage records may also include the names of the individual’s parents.

United Kingdom – War Records

New records have been added to the Findmypast collection of Anglo-Boer War Records 1899-1902. This unique database of more than 470 sources may reveal the unit your ancestor served with and any medals, honors, or awards they won. The register also contains a completely revised casualty list of 59,000 casualty records.

Each record contains a transcript and may include the following information:

  • Name
  • Service number and rank,
  • Unit & regiment
  • Medals, honors or awards received
  • Memorials relating to death if applicable

United Kingdom – England – Births and Christenings

birth and christenings in Irish historical photographs

By Anton Laupheimer [Public domain], via Wikimedia Commons

Though this collection from FamilySearch has been available for awhile, they have recently added more records. The England Births and Christenings, 1538-1975 now totals over 68 million records. There are some important tips and known problems with this database. Before searching, be sure to read the details at the FamilySearch Wiki, here. As an example: In birth or christening records, if a surname is not listed for the child, the indexer often assigns the father’s surname to the child. This surname may not be correct. So if you are looking for a birth or christening, search by the given name of the child, adding parents’ names and as much locality information as is permitted.

United States – New York – State Census

FamilySearch has added to the New York State Census of 1865 this week. State censuses are particularly helpful to researchers because they fill in the gap between federal censuses. Unfortunately, the following counties are missing:

  • Allegany
  • Clinton
  • Franklin
  • Genesee
  • Hamilton
  • New York
  • Putnam
  • Queens
  • Seneca
  • St Lawrence
  • Sullivan
  • Westchester
  • Wyoming

New York state censusThe population schedule includes the name, age, birthplace, and occupation of each household member as most censuses do.

However, this census also includes two military schedules with information of officers and enlisted men currently in the military and men who had served in the military. This census contains information on when and where the individual first entered the military, rank, how long they were in the service, their present health, as well as several other items.

Additionally, the census contains tables on marriages and deaths occurring during the year ending June 1, 1865. These tables contain typical marriage and death information, but can be a helpful resource for those who have been unable to find these records in traditional locations.

Lastly, a second table entitled deaths of officers and enlisted men contains deaths of individuals which had occurred while in the military or naval service of the United States, or from wounds or disease acquired in said service since April, 1861, reported by the families to which the deceased belonged when at home. It includes the name of the deceased, age at death, if married or single, if a citizen, several items relating to military information, date of death, place of death, manner of death, survivors of the deceased, place of burial and any remarks.

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Tap the podcast icon.  It may appear yellow like this or it may be our logo) to reveal all episodes, starting with the most recent episode at the top of the list.

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After you have listened to a downloaded episode, you can delete it to free up the space on your device. (Don’t worry, all of the episodes are still available through the main podcast feed in Podcast Addict.) To delete an episode in the Downloaded Episodes area, tap the 3 dots icon on the episode you want to delete:

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