Getting Genealogy Organized for Genealogy Gems Premium Members

Getting genealogy organized is just one of the topics we cover here at Genealogy Gems, and Premium Members have exclusive access to podcast and video content to help you accomplish that goal.

We’ve put together a step-by-step plan for getting the most out of Premium Membership, and going from unorganized to organized in nothing flat!

get-organized-Genealogy-Gems-Membership

A new Gem’s reader recently sent us the following email:

Dear Lisa,

I have recently joined Genealogy Gems as a Premium member and wanted to ask if there is a good place to get started.

I have a ton of family information collected, but as yet have not figured out a plan of attack.

I was wondering if you could guide me in which podcasts, premium podcasts, and videos would be good ones to start with. I need to put this information into some semblance of order so that I can move constructively on it, as well as to be able to share the family history with others and have it make sense. Thanks, Gerri.

Getting Genealogy Organized with Premium Content

We are so glad to have you as a Genealogy Gems Premium Member. Welcome!

Getting Organized with Genealogy Gems Premium Membership

The best place to start is by digging into these blog posts that I highly recommend:

When you are ready to move onto the Premium Podcast episodes, I suggest you focus first on:
  • Hard Drive Organization Part 1 and Part 2
  • Use Evernote to Create a Research Plan
  • Podcast episode 114: Paper Organization
  • Family History: Genealogy Made Easy Podcast episodes 31 & 32: Organizing Your Genealogy Files.

Getting genealogy organized is one of the most overwhelming tasks new and seasoned genealogists deal with. Whether you’re new to Premium Membership or a long time member, make sure you have a solid basic structure for your genealogy organization, as it is the backbone of everything that follows. That basic structure for getting genealogy organized might look like this:

A Quick Plan for Getting Genealogy Organized

  1. Assess what you have.
  2. Pick a genealogy database software program. We recommend RootsMagic.
  3. Set-up a few 3-ring binders with acid free sheet protectors so you have a place to put documents and other important things.
  4. Set-up a basic folder and file structure for your hard drive based on the Premium videos Hard Drive Organization.
  5. Have a back-up plan for your precious family history files. We recommend BackBlaze as a way to automatically back-up your computer files.
  6. Sign-up for our free newsletter (if you haven’t already) to stay up-to-date on all the latest records and techniques.
  7. Don’t wait to be fully organized before you begin. Stay motivated by scheduling “fun” research time, as well as organization time.
  8. Make appointments with yourself to stay on track, and listen to the Genealogy Gems Premium Podcast while you organize.
  9. Regularly tap into all of the Genealogy Gems resources like what’s new in books and guides.

Like us on our Facebook page to see more genealogy ideas

Become a Genealogy Gems Premium Member

If you are not a Genealogy Gems Premium Member, take a look at what you are missing! Premium Members are able to listen to our Premium podcasts packed with even more tips and techniques for all things genealogy. You also have access to my most popular training videos.

BONUS e-book:

Bonus EBookFor a limited time, new members will receive
this exclusive digital PDF e-book,
a collection of my most popular
articles from Family Tree Magazine!
(the e-book will be emailed to you
within 24 hours of purchase)

 

Which Way Do I Go Now? Organize a Genealogy Research Plan

Recently I heard from Jane, a Genealogy Gems Premium subscriber in Canada, who needs a genealogy research plan! She’s researched on Ancestry.ca, get-organized-Genealogy-Gems-MembershipScotland’s People, the Free English BMD Index, FamilySearch and joined her local society. But she’s not sure where to go next with her research–there just are SO many options! If this sounds familiar, check out her question and the advice I gave her:

“I often end up wandering around in circles and mazes as one thing leads to another, and another, and …   I am sure you know what I am talking about.  I seem to be jumping back and forth between my Dad’s family, my Mom’s family, their families, etc. until there are times that I find myself at a certain point, only to wonder ‘Where was I going with this?’  I’m now wondering if I would be best to take it one person at a time – to find out as much as I can about that person in that point of time, before going on to another. I have started trying to make notes…but find that I end up hopelessly out of order and lost. Any advice would be appreciated! Help!!!”

My Answer: A Genealogy Research Plan to Deal with the Chaos

“You are not along in this genealogical dilemma! It’s easy to let the records start to take over and lead you around. Set a goal or a genealogy research plan – define what it is you want to know. It might be something very specific about a particular ancestor, or it might just be to fill in the blanks on one particular family. Early in my research I focused on one grandparent, and working backwards, I would strive to fill in all the blanks on that person, then their parents, then their siblings. I wouldn’t “leave” that family until I felt that I had filled in as much of the family group sheet as possible. (We have sort of lost track of the “family group sheet in this technological age. But it is an excellent tool for keeping you on track and focused on the blanks that need to be filled.)

An additional strategy is to have a process for dealing with information that is a bit off your current track. Often we feel like we have to pursue it or we’ll lose it. I like to use Evernote (free at Evernote.com) to capture data that I’m not ready to deal with right now, but definitely want to pursue later. I create an Evernote “notebook” for that family surname, and a note book called “future research.” Drag and drop “Future Research” onto the family surname notebook which will create a “stack.”  Now you can create notes and drop them into the “Future Research” notebook which is inside the applicable family. Add tags to your note like “newspaper,” “death record,” etc. and some good searchable keywords so that the note will be easy to find when you need it. Now you can capture the item, file it away, and stay focused on the task at hand. Whenever you’re ready to ask a new question, open that Future Research notebook. Use what’s there to inspire the next phase of your genealogy research plan.”Evernote Quick Ref Guide

More Resources

How to Get Started in Evernote, and the Ultimate Evernote Education

Should Evernote be my Digital Archive?

If you would like to learn more about using Evernote for genealogy, I have a quick reference guide in my store that will work wonders in keeping you organized. It’s available for both Windows and Mac, and in both PDF and laminated print format.

Your questions are always welcome! Contact me by email, or leave a voice mail at (925) 272-4021 and you may just hear yourself on the show.

 

Black Friday Genealogy Freebies and Sales: Grab the Gems before they’re gone!

Our Black Friday genealogy sale is on! Start with a limited-time FREE viewing of  the new Premium video, Your Guide to Cloud Backup. Then snatch up rare and exclusive savings on Backblaze cloud backup service, a new mobile genealogy bundle, and our new Irish guide and Irish genealogy guide bundle!

Backblaze Cloud Backup Sale: A Genealogy Gems Exclusive

Backblaze continually backs up all your computer files to a remote ‘cloud’ server. In the event of any loss (including a computer crash), all of your files can be restored. Ensure your research is protected from disaster with Backblaze!

Use coupon code gems2017cyber for 10% off any new Backblaze subscription. Offer good through November 27, 2017. Check it out at www.Backblaze.com/Lisa.

Not Sure About the Cloud? Watch this Free Video Now

Now through next Monday, November 27, 2017, you can watch the new Genealogy Gems Premium Video for FREE. In this brand new, half-hour video tutorial, Lisa Louise Cooke will provide answers to questions like:

  • What is cloud backup?
  • Why should I use cloud backup?
  • How does cloud backup work?
  • Is cloud backup safe?
  • What should I look for when selecting a cloud backup service?

Click here to watch right now for free!

 

Mobile Genealogy: NEW Value Bundle

Black Friday genealogy

Included in this special, limited-time bundle:

Mobile Genealogy: How to Use Your Tablet & Smartphone for Family History Research
by Lisa Louise Cooke (paperback book)

Whether you have an iPad, an Android tablet, or a smartphone (or all three), Mobile Genealogy will help you put them to work for your genealogy research. Explore apps in-depth, get the latest cutting-edge strategies for mobile genealogy and family history, and use Lisa’s tips and tricks to make your mobile device a genealogy powerhouse!

Using Social Media for Family History
by Lisa Louise Cooke (45 min. video)

Discover how sharing your research on social media can benefit you, your family, and your research. Lisa will focus on two of the top site that you might not be using: Pinterest and Instagram. They are fun and easy to use, and the perfect place to reach the next generation.

The bundle is a $39.90 value but this weekend you’ll pay just $19.95.
Available through Monday, November 27.
Click here to buy it now!
(Bundle includes print book and video class download. Book ships to U.S. and Canada only.)

 

NEW Irish Genealogy Guide #3: Land, Tax and Estate Records

Donna Moughty’s Irish Guide series has proven so popular, we’re adding a third one! Jump on our Black Friday pre-order sale (shipping begins approximately Dec. 11, 2017) and you’ll get 30% off Irish Guide #3: Land, Tax, and Estate Records

This Guide explains how and why Griffith’s Valuation was done, and how to use it to glean the most information about your family. After Griffith’s Valuation, the Revision Books allow you to follow the land and in some cases, to the 1970s, possibly identifying cousins still living on the land. Quick reference guide includes:

  • Explanation of the columns in Griffith’s Valuation
  • Rules under which Griffith’s Valuation was done.
  • Tips for using Griffith’s to find your family
  • Using the Revision Books to identify life events
  • The Tithe Applotment, an earlier tax list
  • Landed Estate Courts
  • Estate Records

Get the guide here.

 

Save even more! Get 40% off the entire 3-guide Irish genealogy research bundle by Donna Moughty:

  • Irish Guide #1: Preparing for Success in Irish Records Research
  • Irish Guide #2: Irish Civil Registration and Church Records
  • Irish Guide #3: Land, Tax, and Estate Records 

Purchase all three for only $20.90 through Monday, November 27, 2017. (Guides ship to U.S. and Canada only. Shipping estimated to begin December 11, 2017 on orders including Irish Guide #3.)

Get the bundle here.

40% off How to Find Your Family History in Newspapers

Lisa Louise Cooke’s tried and true methodology for genealogical newspaper research! If you think you know how to search for newspapers, this book will make you think again.

Retail: $24.95

Sale Price: $14.97
Get it here.

*Sale on paperback only

 

Please Share these Black Friday Genealogy Gems

Please share these gems with your genealogy friends–or send them as your “wish list” to a loved one. Remind them to act quickly as these offers are only good through Monday, November 27, 2017.

 

The Recommended File Formats for Long Term Preservation

You have precious family history files, both physical and digital. Have you ever wondered if they are in the proper form for safe, long term preservation? Consider taking a cue from the United State’s oldest federal cultural institution and the largest library in the world, holding more than 158 million items in various languages, disciplines and formats.

According to their announcement today the Library of Congress today released “a set of recommended formats for a broad spectrum of creative works, ranging from books to digital music, to inform the Library’s acquisition practices. The format recommendations will help ensure the Library’s collections processes are considering and maximizing the long-term preservation potential of its large and varied collections.”

The recommended formats can be viewed here www.loc.gov/preservation/resources/rfs/ and cover six categories of creative output:

  • Textual Works and Musical Compositions
  • Still Image Works
  • Audio Works
  • Moving Image Works
  • Software and Electronic Gaming and Learning
  • Datasets/Databases

What I like about this recommendations is that they rank the various file formats on the digital side of things in order of preference. So even if you aren’t in the position to change your digital file’s format right now, you will know where it falls in the spectrum of long-term preservation.

For example, here are the recommendations for digital photograph files formats in the order of preference:Family History Photos at www.GenealogyGems.com

Formats, in order of preference

  1. TIFF (uncompressed)
  2. JPEG2000 (lossless (*.jp2)
  3. PNG (*.png)
  4. JPEG/JFIF (*.jpg)
  5. Digital Negative DNG (*.dng)
  6. JPEG2000 (lossy) (*.jp2)
  7. TIFF (compressed)
  8. BMP (*.bmp)
  9. GIF (*.gif)

Download the PDF of recommendations from the Library of Congress here

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