Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that a little thing called “Life” can get in the way!
Getting back into genealogy can actually be a bit daunting. Where did you leave off? Where should you start back up?
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this video, we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently get back on the trail of your ancestors.
Get your Genealogy Restart checklist in the Resources section.
And by the way, perhaps you haven’t taken a break, but you feel like you’ve gotten a little out of control and disorganized in what you’ve been doing so far. This process also works very nicely as a quick audit to help you get back on track.
How to Jump Back into Your Genealogy
Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that that little thing called life can get in the way.
In my case, my daughter got married earlier this year. There were plans to make, bridal shows to throw, and the wedding itself which meant planning a trip because it was a destination wedding. Needless to say, I didn’t work on family history for several months.
If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this article and companion video we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently gets back on the trail of your ancestors.
Even if you haven’t taken a break, you might be feeling a little out of control and disorganized in what you’ve been doing so far. This quick genealogy audit can help you get back on track too!
Genealogy Restart Checklist
I love a good to-do list where I can have the satisfaction of checking things off and knowing that at the end of it I have accomplished something. Some of the things on this list may not apply depending on how long your genealogy hiatus has been. If that’s the case you get to check them off right away!
Step 1: Find Out Where You Left Off in Your Research
Do you remember where you left off the last time you were researching your family tree? If not, your search history is a great place to start. For example, if you used the popular genealogy website Ancestry.com you can pull up your past search history.
How to find your search history at Ancestry.com
At the Ancestry® home page you will see a box at the top that highlights the recently modified items in your family tree. According to one source at Ancestry.com, this “shows a list of last modified nodes in the tree. For a shared tree – any user who has access to the hint can modify the nodes and it will show up in that list. It (also) shows a hint leaf for the nodes that have at least one undecided hint.”
This could be a place to start, but I recommend reviewing Your Recent Searches if you want to pick up where you left off.
You’ll find your search history in the menu under Search. Click All Collections. Toward the top of the All Collections page you’ll see Your Recent Searches. It’s just above the map. You’ll see a few buttons listed for the most recent names you searched. Next, click the View All button to get a more comprehensive view of your activity history, starting with the most recent activity.
On the Recent Activity page, you’ll see the names you searched for and the details you included such as a place and time frame. Ancestry also tells you the date you ran the search.
Recent Search History page at Ancestry®
If you see searches in the list that you don’t need anymore, click the trash can button to delete them.
Notice over on the left that you are viewing Recent Searches, but you do have other options:
All Recent (activity)
Viewed Content (records you’ve viewed)
Viewed Collections (record collections you accessed)
All Recent provides the best overall picture of your past search history. This is a great tool for jogging your memory and helping you decide where to pick back up.
Review your activity history in your genealogy software.
You can also review your most recently activity in your genealogy database software.
In RootsMagic for example, in the menu go to Search > History or click the History tab at the top of the side bar on the left side of the screen.
Step 2: Identify Gaps that Need to be Filled
Many people enjoy focusing their research on their direct ancestors (grandparents, great grandparents, etc.) While you may have traced back many generations, you may have missed a few things along the way. This is a good time to start with yourself and work backwards through the direct ancestors in your family tree. Look for gaps in your timelines and information, and then start back up by researching to fill them in. Of course, you can also do with any relative that you want to learn more about.
Once you’ve identified the person you want to work on, create a research plan. If you’ve never created a research plan before, don’t worry, it doesn’t have to be complicated. You create and track it on paper, a spreadsheet or any number of notetaking programs. The important thing is that you identify:
your specific research question,
the records you think you’ll need to answer it
the locations where you think those records may be housed.
Step 3: Prepare for Genealogy Research Success Going Forward:
Since you’re picking your genealogy back up, this is the perfect time to check to make sure you’re set up for success going forward. These remaining items will help ensure that your new discoveries will be well-documented, organized, and protected from loss.
Genealogy software database
If you already have genealogy database software, open it up and see if there’s a newer version available. Look for Check for Updates in the menu.
If you don’t have a genealogy database software program on your computer, go get one now! We’re talking about a software program that you install on your computer. It’s a database specifically designed to record all the information you find. It keeps it organized and searchable, allows for source citations, photos, links, and more. It also gives you tremendous flexibility in running reports. This is something with which an online tree can’t compete. And most importantly all your data resides on your computer hard drive. This means it’s completely within your control and not subject to a paid subscription, or problems with a website such as the site being closed or sold off. The tree you build can be synced to an online tree if you wish to do so. Back in the old days (early 2000s) a database on your computer was the only option, and it remains your best option today.
Genealogy software is typically very affordable. You can even download Family Tree Builder at MyHeritage for free. If you’re willing to invest a few dollars there are several excellent programs to choose from such as RootsMagic, Family Tree Maker, Legacy, etc. I use RootsMagic but all of these programs have been around a long time and are great. The one you pick really depends which user interface you like, and to what extent you may want to sync your tree online.
If you don’t have a cloud backup program running on your computer, now is the time to get one. What’s the point of restarting your genealogy research if you’re going to risk losing everything if your computer is damaged or stolen? I’ve used Backblaze for years because it’s reliable, affordable, has an app, and automatically backs up all my files including video. There are several out there to choose from. The important thing is to pick one and get it installed on your computer. It will run automatically in the background, giving you peace of mind that your files are backed up offsite on the cloud in a secure location.
Status of Genealogy Website Subscriptions
Now that you have the tools you need to restart your genealogy research, it’s time to check genealogy websites. Did you have subscriptions to some of the popular genealogy websites like MyHeritage or Ancestry? Log in and go to your account to see if they are still active, and if they are, when they are set to renew. This will help you decide where to spend your time first. Start with the subscription that is up for renewal first. Then you can determine if you want to allow it to renew or cancel and try another genealogy website subscription to round out your research.
If you don’t have any current subscriptions, consider focusing first on familysearch, the largest free genealogy website. Then, depending on your research goals, you can select the paid subscription(s) that will support your research plan.
A Paper Filing System
While we don’t generate as much paper these days as we used to, some paper is inevitable. Don’t add to the paper clutter. If you don’t have a paper filing system in place, take a moment and set one up. Pick a filing system and stick to it. Then as you start your genealogy research you’ll always have a place to put things.
Filing Digital Content
The same goes for digital files as goes for paper files. Don’t jump back into your research without a filing system in place. It’s important to download the digital records you find so that you have access to them even when your subscriptions run out. Avoid a messy computer and commit to a digital filing system and filing name convention.
Were you citing your sources consistently when you last worked on your family history research? If not, STOP EVERYTHING and watch my video Source Citations for Genealogy. Citing your sources will save you headache down the road. You may discover that a previous conclusion was incorrect, and you’ll want to review the source where you got that information. A downloaded record usually doesn’t include specific details as to where you go it. Going forward, as you download records and add the details into your database be sure to also add the source citation.
With this in mind, familiarize yourself with the source citation tool in your genealogy program. If it looks daunting, don’t panic. Head to the menu and click Help, and then search for source citation. There you’ll find the instructions you need to once and for all get a handle on how to cite sources in your software.
Now’s the Time to Restart Your Genealogy
Don’t let the passing of time stop you from getting back into your favorite hobby. By following this checklist you will quickly get back into goal-oriented research and exciting discoveries about your family.
Old cookbooks are among new recent online records collections. So are British newspapers, British Columbia estate files, New Zealand WWII appointments, UK Parliamentary returns, UK military indexes, US newspapers (Arkansas, Kansas, and New York) and church records for Sydney, Australia; Norfolk, England; and Stockholm, Sweden.
Featured New Records Online: Old Cookbooks and Home Remedies
The US National Library of Medicine has “recently embarked on a project to digitize and make available” its collection of historical recipes and cookbooks, according to its blog. Old recipes (also called “receipts”) may give you a glimpse into what daily life was like for your ancestors. Among these are “recipes and advice for food preparation and preservation, animal husbandry, preparing useful household concoctions, and allopathic medicines and treatments for maintaining personal health.” Find these at the National Library of Medicine Digital Collections.
Love these? Click here to find more old recipes and classic cookbooks on the Genealogy Gems website.
Australia – New South Wales – Church records
Nearly 125 years of baptism, marriage, and burial registers for the city and parish of Saint Peter’s in the greater metropolitan area of Sydney, Australia (1839-1963) are now available on Ancestry.com. Baptismal registers may include the child’s name, birth and baptismal dates, parents’ names, abode and profession of parent(s) and officiant’s name. Marriage records may list for bride and groom the names, occupations, residences, ages and marital status, along with the date and place of the wedding, names of those giving consent (if required) and the officiant. Burial registers may mention the name of the deceased; death and burial dates; abode; age; “quality” or profession, and officiant.
Britain – Dougal’s Index Register
A Findmypast.com collection of Britain’s missing beneficiaries and unclaimed estates (1910) “contains over 500 records from Dougal’s Index Register to Next of Kin, Heirs at Law and Cases of Unclaimed Money Advertisements from 1910. The publication looks specifically at properties or estates registered in chancery court, which have gone unclaimed because a deceased person did not create a will or did not have any known descendants….The lists only provide an individual’s first and last name.”
Britain – Newspapers
Over 48,000 new articles and two brand new titles have been added to Findmypast’s collection of historic British newspapers. This month’s new titles are The Shipping & Mercantile Gazette and The Rutland Echo & Leicestershire Advertiser.
Canada – British Columbia
Findmypast.com subscribers may now browse among over 750,000 records of British Columbia Estate Files (1859-1949). According to the site, these “allow you to delve through probate estate files pertaining to the judicial districts of British Columbia; the County Court and the Supreme Court. Probate estate records are a valuable resource for family history research, providing vital details such as dates, names, and locations to help grow your family tree. Included in this collection is a probate index for the district of Vancouver, sorted alphabetically by last name.” Browsing tip: narrow results by year, document, court, and district.
Canada celebrated its 150th birthday in 2017!Click here to read tips for starting your Canadian research from Lisa Louise Cooke’s conversation with Library and Archives Canada staffer Claire Banton.
England – Norfolk parish records
Fifty-one volumes of Norfolk Archdeacon’s Transcripts (1600-1812) and 123 volumes of Bishop’s Transcripts (1687-1901)are now browseable at Findmypast.com. According to the site, the collections contain records of baptisms, marriages, and burials from across the county.
New Zealand – WWII
Fold3.com hosts a new collection of WWII Appointments, Promotions, Transfers and Resignations, extracted from the New Zealand Gazette. These give information such as name, rank, event date, and regiment for members of the New Zealand Expeditionary Forces (including army, air force, and navy).
Ancestry.com has published a new collection of UK Military Indexes, 1920-1971. According to the site, “These lists comprise the names and service numbers of those who were discharged from the armed forces after 1920 and born before 1901. Details given for over 300,000 individuals found within this collection may include (where available): initial and surname, date of birth, their service, service number and Ministry of Defence reference number.”
UK – Parliamentary Returns
The UK Parliamentary Archive has “recently uploaded the Protestation Returns for Berkshire, Cornwall and Cumbria,” according to its blog. “The Protestation Returns are the closest thing we have to a census for England in 1641-1642. They originate in the scuffling between Parliament and Charles I just before Civil War engulfed the country. It was decided that all men over the age of 18 in England and Wales should swear an oath of allegiance to the Protestant religion, Parliament, and the King. Around one-third of the records for England survive.” A companion map allows users to search for these records by location.
US – Arkansas, Kansas, New York – Newspapers
Among new digitized newspaper collections at Newspapers.com are the following titles: The Frankfort Bee (Kansas, 1876-1898), The Southern Standard (Arkadelphia, Arkansas, 1878-1905), Arkansas Times and Advocate (Little Rock, 1837-1838), Cortland Register (Kansas, 1889-1924), The Frankfort Sentinel (Kansas, 1886-1892), The Marshall County Index (Frankfort, Kansas, 1905-1906), Epworth Advocate (Frankfort, Kansas, 1895-1896), Springville Journal (New York, 1867-1985) and The Ness County Pioneer (Sidney, Kansas, 1879-1880).
Are you listening to the free Genealogy Gems Podcast? This year Lisa Louise Cooke celebrates 10 years on the air. The show has more than 2.5 million downloads worldwide. Listen to hear for yourself her winning combination of technology tools, genealogy research strategies, inspiring stories–and tons of tips you can apply right away to your family history!
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!
Look for your Scandinavian ancestors in new and updated online Swedish marriage records, as well as population registers and vital records indexes for the Netherlands. Also: English parish registers, an Israeli collection for the Six Day War, and several U.S. collections: biographies, WWII draft registrations, Indian wills, Arkansas, Florida and Georgia.
Netherlands – Population Registers, BMD
In May, MyHeritage published major new collections for the Netherlands. Among them are indexes to civil births, marriages and deaths, as well as church baptisms, marriages and burials. You’ll also find their new Netherlands, Population Registers, 1810-1936 index, with more than 16 million records from population registers across the Netherlands. “Records typically list name, birth date, birthplace, residence date, and residence place. Sometimes an individual’s age, occupation, and names of their parents or spouse is also included.”
TIP: Use the source information given to go to browse-only collections of register images at FamilySearch (free) or Ancestry.com (subscribers or library users).
Sweden – Marriage records
Over 6.5 million records are in the new Ancestry.com collection, Sweden, Indexed Marriage Records, 1860-1943. According to the collection description, “records in this database were created by Statistics Sweden (SCB), a government agency established in 1858 that extracted and transcribed birth, marriage, and death information from Evangelical Lutheran Church in Sweden parish record books from 1860 to 1941.” You will likely find the names (including maiden name), dates of birth, gender and number of marriage for the bride and groom, along with dates and place of marriage. Later records may add more details: occupation, residence, nationality, religion and previous marital status. TIP: See the collection description for an explanation of Swedish naming traditions.
Nottinghamshire: Over 580,000 records have been added to the Nottinghamshire Baptisms Index (1538-1917), in which you may discover “when and where your ancestors were baptized as well as their parents’ names and father’s occupation.” See also updates to the marriages index (1528-1929), burials index (1596-1905) and a small but new banns index (1600-1812).
Israel – Military
The Israel State Archives has released a digital archive from the Six Day War. According to an article at Arutz Sheva, the collection numbers over 150,000 pages and includes “minutes of 36 meetings of the Ministerial Committee on National Security from January-July 1967, Cabinet protocols and documents pertaining to the war from various ministries (Prime Minister’s Office, Foreign Ministry, Interior Ministry, Religious Affairs Ministry, Tourism Ministry, Justice Ministry, Housing Ministry and others), as well as sound and video files, still photographs and materials from the personal archives of Levy Eshkol, Yaakov Herzog, Aviad Yafe, Moshe Sasson and Rabbi Shlomo Goren.” Click here for the Six Day War Collection on the Israel State Archives website.
United States – Miscellaneous
Biographies of Famous People: You’ve likely seen late 19th-century U.S. county histories with biographical sketches of prominent residents (perhaps you’ve even found your family among them). A national version of these “mug books” has been published and indexed on Ancestry.com. Appletons’ Cyclopedia of American Biography, 1600-1889 includes over 15,000 entries from annual volumes 1887-1889, with entries from most states. “Much of the information found within was compiled by either the subjects themselves or by their families,” warns the collection description. “Not all of the biographies found within the Cyclopedia may be accurate….Since contributors to the project were paid by space, there is speculation that the authors of the false pieces may have been financially motivated to add fabricated entries.” As always, use what you find to inform and guide your research: verify everything you can.
WWII draft registrations: Fold3 has added 21 new states or regions to its collection of WWII Draft Registration Cards. Draft registration cards are an excellent resource for determining where your family lived after the 1940 census; employer information, which can lead to business records or help you identify a relative in a city directory; and more.
Indian wills: Ancestry.com has a new collection of U.S., Indian Wills, 1910-1921. According to the collection description, for a time, “the Probate Divisions of the Bureau of Indian Affairs were responsible for determining the heirs of deceased Indian trust allottees. Ultimately, Native Americans submitted more than 2,500 pages of wills and probate records to the Bureau. These records span the period 1910 to 1921 and, with a few exceptions, pertain to Indian families living in the Plains and several western states. Researchers will find members of the following tribes represented in this collection: Chippewa, Sioux, Apache, Shawnee, Quapaw, Assinboin, Leach Lake Chippewa, Confederated Flathead, Ponca, Cheyenne, Crow, Sac & Fox, Nez Perce, Southern Ute, Omaha, Osage, and more.”
Arkansas: The Arkansas State Archive Newspaper Digitization Project has now digitized and indexed over 200,000 pages that will appear on Newspapers.com in June. Click here to learn more about this project.
Florida: Flagler College (St. Augustine, Florida) has digitized its archive of yearbooks and photos, articles, college catalogs, and more. Now available to the public online
Georgia: Now on the Georgia Archives is a digital version of its Bible Records Microfilm Index. These are images of the “card catalog (compiled by Georgia Archives staff) of the Archives’ holdings of Bible records on microfilm. The cards have been scanned and saved in PDF format.”
Got Swedish roots?
Then you’ll likely enjoy our current Genealogy Gems Book Club featured title, The Whole Town’s Talking by internationally-bestselling author Fannie Flagg. It’s the story of two Swedish-American immigrants to the U.S., who find each other and marry after the man places an ad in a newspaper. Their dairy farm becomes the core of Swede Town, which grows into a classic Midwestern town. This novel is the multi-generational story of that town. Click here to learn more about The Whole Town’s Talking and The Genealogy Gems Book Club.
Researching ancestors in another country can be a little daunting. Challenges include foreign languages, moving boundaries, and spelling variations. This is certainly true for German genealogy.If you’re new to German genealogy or your research has stalled, this episode is for you. In fact, even if you don’t have German ancestors I think you will still find the principles and ideas covered very helpful.
Translator, author and German handwriting expert Katherine Schober shares her 10 Top Tips for Beginning Germany Genealogy.These tips are packed with tools and resources that you can start using right away.
Katherine Schober is a German / English translator, specializing in the old German handwriting. She is the author of “The Magic of German Church Records” and “Tips and Tricks of Deciphering German Handwriting”, as well as the creator of the online course “Reading the Old German Handwriting.”
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Join me for Elevenses with Lisa, the online video series where we take a break, visit and learn. Click to watch below, and scroll down for all the details from Episode 6.
(Organization training begins at 22:45)
Elevenses with Lisa is about connecting with each other and sharing ideas around family history. Margaret shared a wonderful story revolving around the recent discovery she made about the historical significance of a teacup collection that at first glance just appears to be a mis-matched lot.
Margaret’s “Bridge Tea” Cups
From Margaret in San Jose, CA:
I inherited these 6 teacups from my Mom, who only told me they were “wedding gifts.” I always thought them odd gifts for newlyweds. Why not a toaster?
Nevertheless, I loved dusting them as a kid, because to me there was nothing more thrilling than a matched set of anything, and the cups and saucers are so intricately decorated to complement each other.
I am in a True Tales/Memoir writing group and I recently read one of my stories aloud (virtually of course) about an ancestor honored at two Bridge Teas to celebrate her engagement. A member spoke up about the tradition at Bridge Teas for each attendee to bring a different matching teacup and saucer as an engagement present to the bride. I suddenly realized my Mom’s teacups were not odd wedding presents. They were given to her at a Bridge Tea by her girlfriends! I look at the six teacup sets now and see a circle of friends, each personality as unique as their teacup, symbols of friendship.
Tech Tip:
Google can’t always find what you’re searching for, and a few days ago they launched a new message that tells you that.
Now, if you run a search and Google can’t find what it determines to be a good match, you will see a prominent message at the top of the search results page that says “no good results available.”
While a message like that can be discouraging at first glance, you shouldn’t stop there. This message doesn’t say that what you are looking for doesn’t exist. It is only saying that Google can’t find it.
There could be several reasons for this, and the search results page will likely contain clues. By following the clues and incorporating the strategies I discuss in my book The Genealogist’s Google Toolbox, there is a very good chance that you can indeed find (with Google’s help) what you are in search of.
Here’s the example I showed in this episode. I was searching for the name of the musical group that Bill’s grandpa performed with in the 1940s, the Centennial Syncopators (seen below in the only photograph I have of the group.) The original was a sepia tone photo, but I love this version that I colorized at MyHeritage (image below.)
Centennial Syncopators musical group. (Salem, Oregon, circa 1940) Grandpa Mansfield is in the back row on the far right.
I was typing quickly on my phone, and as you can see in the image below, I have typos in the first word of my search.
Google indicated that “It looks like there aren’t any great matches for your search.” Google offered a few suggestions for alternative ways to search to try and get better results. Generally speaking, these are helpful suggestions. But as is so often the case, they really didn’t help with the very specific, genealogically-driven research that I was doing.
New Google Message: “No good results.”
Correcting the spelling was important to try, but it didn’t yield any better results.
Google Search – fixed spelling, but still not great results.
Instead of following the suggestions, I used the method I describe in my book. In this case I incorporated a simple search operator – quotation marks – and it made all the difference.
improving the search with the quotation marks search operator.
There, in the first two results, was grandpa’s name: Sydney Mansfield.
There is another strategy from my book that I like to use as well. Instead of digging straight into these Web results, I take just a moment to tap Images to see what my results look like visually. Image results give you a quick visual overview that can help you spot gems that might not be obvious from the snippets appearing in the Web view.
Google Image results.
Tapping the first result yielded a wealth of information.
Sidney Mansfield and the Centennial Syncopators named in an old newspaper.
Not only is Sidney Mansfield listed in the preview of the article (image above), but all of his band mates are too!
I’ve been redecorating my family room. this room is really the equivalent of a junk drawer, but MUCH bigger.
Family history and music are central themes in the Cooke household, so I was keen to incorporate both into this room. Below is a photo of my hubby playing the bass in the family room. This was about half way through the project, so things were still a bit jumbled.
The family room “before”
After seeing an episode of Restaurant Impossible where they used an old family photo as artwork in the redesign of a restaurant, I was inspired to do the same.
I started with the 2 ½” x 3 ½” photograph of Bill’s maternal grandpa, Sydney Mansfield, with the Centennial Syncopators of Salem, Oregon (circa 1940). Sid was an accomplished musician, playing the violin and the organ. (Bill was blessed with the musical DNA on both sides of his family. His paternal grandpa started his career playing in a theater orchestra in England at the age of thirteen, was a high school orchestra leader, and music teacher his entire life.)
The next step was to scan and dramatically enlarge the photo.
My scanner: The Epson Perfection V550 Photo flatbed scanner. (I LOVE this scanner! It can do the high resolution I need for all my projects. If you decide to buy online, I appreciate it when you use my links because we will be compensated at no additional cost to you. This helps support this free show.)
I set the scanner to Professional mode which provides much higher resolution scanning options.
Scanning resolution:1200 dpi.
My goal was a very large piece of artwork: 71” x 51” in a matte canvas, preferably mounted.
Printer:PosterPrintShop.com – After seeing the show, the folks at PosterPrintShop.com emailed me and offered a 10% discount promo code for for Genealogy Gems / Elevenses with Lisa viewers. Use coupon code: courtesy10x2020va
I did a lot of research and it was a challenge to find an online service that could meet my project needs. The most important thing to me was the size, so I decided on PosterPrintShop.com. They were able to produce huge custom sizes in the matte canvas. However, they didn’t offer frame mounting. That was fine though, my hubby is very handy and agreed to build the frame.
Wood frame for family history artwork
I uploaded my digital image, and I was happy to see that the printer immediately confirmed it was excellent quality for the enlargement. This gave me confidence that the finished poster would not be blurry or grainy.
In just three days it was up on my wall, sure to inspire many future evenings of music!
Completed project: family history art.
How to Organize All This Genealogy Stuff!
Save yourself future frustration and disappointment by putting a solid plan in place for all the types of genealogical items that will be coming your way: paper, digital files, data, and notes.
I personally use all of the organizational systems that I am sharing with you in this series on the show. They have proven to be reliable and efficient, and I can honestly say I have never lost a piece of paper. All my archival paper is off my desk, within easy arm’s reach.
But don’t take my word for it. Test drive these methods and feel free to adjust to suit your individual needs. Consistent yet flexible implementation is the key to success. Every family is different (and a bit messy) so it’s understandable that you may implement this system with some minor alterations to suit your particular needs.
The most important piece of the organizational puzzle is in your court. Your system will only succeed if you stick to it!
In this episode we discussed:
Organizing All This Paper! The Physical Items Organization System
We begin our genealogical research by pulling together information that we already have around our home. A lot of that information will be on paper in all shapes and sizes. The sooner you establish a place to store it, the sooner you will become more productive.
Genealogy research is becoming more and more digital, but there will always be paper. Typically, the paper worth keeping will be precious items like original documents, postcards, letters, etc.
When you first acquire an item, you will “process” it, as I like to call it. This entails, reviewing it carefully, extracting all pertinent information and adding that information to a variety of locations (your personal genealogy database on your computer, your online family tree, transcription into another format, etc.)
After completely processing the information, you have a decision to make:
Do you archive this piece of paper? (possibly also digitizing it)
Do you digitize it and toss it?
Do you toss it?
If you determine the paper is precious and worth archiving, you will archive it in my 3 ring notebook system. Be absolutely sure that this paper is worth the precious real estate available on your office shelf.
My Genealogy Notebook System
This system organizes your paper to mirror the organization of your computer files (which we will cover in Elevenses with Lisa episode 7.) It is also based on your pedigree chart, meaning that it concentrates on your direct line of parents and grandparents, etc.
Since we can’t realistically keep every scrap of paper, typically the most important will be paper that relates to those ancestors you directly descend from. Whenever possible, opt to digitize (scan, photograph) paper, file it on your hard drive (backed up of course. I use Backblaze available here – we’ll be talking more about data in Episode 8), and toss the paper. Paper saved should be considered archival worthy. All other paper can ultimately be digitized (if desired) and tossed when you’re done working with it.
There are many advantages to my 3 ring notebook organizational system:
3 ring binders keep paper items secure, clean and protected.
They can be stacked neatly on shelves.
Binders allow you to easily retrieve items for a family.
When you remove a binder from the shelf, it is obvious where it should be returned.
Binders are flexible – allowing you to add and remove items easily without disturbing other items.
I have found that organizational systems that are complicated and completely unique are difficult to stick with. My simple binder system is organized under the same logic as the census. This makes it easier to follow and it dovetails nicely with your digital organization (which I’ll be discussing in Episode 7) and your genealogy research.
The census is organized by households (typically families) with a designated head of household (typically the father.) Of course, this isn’t always the case. There are always exceptions. But we are focused on a big-picture over-arching principle that will guide our organization.
Start with the ancestors closest to you. In my example, I began with my grandparents. Each direct line in your tree gets a 3-ring “surname” binder.
Tabs within the binder are organized by the head of household, just like the census. Again, typically, this is the man of the house.
Items are placed in acid-free sheet protectors and filed behind the appropriate head of household tab, in reverse chronological order, beginning with death records.
This process may take a while depending on how much you have already collected. Don’t worry about organizing everything in one sitting. If you have amassed a lot of paper, there is no need to stop all research until everything you have is organized. It’s just not realistic. All you need to do is get the supplies, set up your first generation of notebooks, and any notebooks for the lines you are currently researching. Use this method and file as you research and come across new paper. Schedule blocks of organization time and use that time to go back and process and file your existing paper. By doing this you can continue the fun of genealogy while continually making progress organizing and archiving your paper backlog.
Organizational success also depends on having the material you need on hand. Below is my shopping list, including what I generally think is the minimum number of items to start with. If you decide to buy online, I appreciate it when you use my links because Genealogy Gems will be compensated at no additional cost to you. This helps support this free show.
(1) set of 3-ring binder tab dividers (Regular or extra-large as you prefer. You can also buy clear tabs for direct line ancestors, and colored for others lines if you wish.)
Setting Up Your First Notebook
Create a cover and spine for your notebook in a simple Word document or other program. Save it as a template so that you can quickly generate covers and spines as needed.
Add the tabbed dividers to the notebook.
Label the first tab as Pending. This is where you will place items for that family line that you have not yet finished processing. Think of this tab as a staging area for paper you acquire throughout your research before they have been entered into your database.
Dividing Tabs: Label the second tab with the head of the family for the generation closest to you. Each generational head of household (Father, Grandfather, etc.) gets a tab. Label the remaining tabs as far back as you can. (Click here to jump to the spot in the episode on YouTube where I show the tabs.)
Generally, I organize the items behind the tabs in chronological order no matter who they pertain to within his family. This creates a sort of timeline. However, for a large volume of documents you could use colored dividing tabs to divide items by each person in his family while that person is in his household. If you do want to break things up a bit, you don’t have to have a colored tab for every family member. You could have one for the wife, and one for all the children. You could even have one for all the kids but break out just your direct ancestor and give him or her their own. Do what works for you, and then stick to it!
How to File Paper in the Notebooks
Filing Records for Women
Documents for female children are filed under their father prior to marriage, and then all documents generated after their marriage are filed under their husband.
A widowed woman has a married name, and her items are filed under her husband’s tab. If she remarries, all her items generated from that point forward are filed under her new husband unless you think you’ll have enough paper to warrant a new book. Otherwise, you can certainly just continue filing paperwork for her and her new husband under that tab. The choice is yours. Feel free to add cross-referencing notes.
Filing Collateral Lines:
Collateral relatives are the ones that descend from the brothers or sisters of your direct ancestors (i.e. nieces, nephews, cousins). File paperwork for collateral relatives under the direct ancestor they are most closely related to, or in a tab at the end of the family binder called Collateral Relatives. (That’s what I do.) Strive to digitize as much as possible. Chances are, you won’t have a lot of paperwork to archive for collateral relatives. If you do, ask yourself if you really need all of it!
Eventually your families will branch out into other surnames, and you will need to start new binders. Use the smaller 1″ 3-ring binder for this purpose.
As your research progresses, you may need to move the family from a 1″ binder to a 3″ binder. But some families, particularly those farther back in your family tree (where there is less original archive-worthy paperwork) will be adequately accommodated by 1″ binders. Save space by not automatically moving families into 3″ binders.
Organizing Heirlooms
My system includes a Family Heirloom Tracking binder and digital file folder. Each page features one heirloom and includes:
Notebook cover and spine template Word documents (Log In required) Click here to download.
Why Do You Do Genealogy?
I don’t know about you, but I get asked a lot by people who aren’t into genealogy, “Why do you do it?”
I’ve given this a lot of thought over the years, and I’ve come to an important conclusion:
Quote by Lisa Louise Cooke
Please take a moment to share in the comments as to why you do genealogy. I’d love to hear your personal reasons.
Watch episode 7 of Elevenses with Lisa on how to organize your genealogy data.
Questions and Comments
Did you like this episode? What resonated with you? What goals are you setting this week? Do you have a questions for me? Please leave your comments and questions below. I can’t wait to hear from you, and I look forward to seeing you next week on Elevenses with Lisa.
The US National Library of Medicine has “recently embarked on a project to digitize and make available” its collection of historical recipes and cookbooks, according to 
