Digital Organization – Episode 8 Show Notes (Elevenses with Lisa)

Live show air date: May 14, 2020

Episode 8 Video and Show Notes

Join me for Elevenses with Lisa, the online video series where we take a break, visit and learn.

In this episode I share viewers’ family history displays, answer your questions about my genealogy organization method, and show you how I file my genealogy digital files. (This series on genealogy organization began with Elevenses with Lisa episode 6.) Scroll down for all the show notes for this episode. 

 

As you’ll remember I launched this show after the first week of the stay at home recommendation in March. Back then my first “PSA” was to resist the temptation to cut your own bangs. Well it turns out that if you have scotch tape, then you’re good to go!

Nostalgia - cutting your bangs with scotch tape

From the Newspapers: Cutting your bangs with scotch tape!

 

From You:

Betty’s Family Tree Wall

“I feel like we are besties even though we really don’t know each other like our friends and neighbors so much. You are so open about your family and life.  Thank you!  

Here’s what I have done in my basement with the family pictures that have fallen into my lap over my 67 years.  It is a dream come true and being out of the light, the pictures won’t fade as some have done in the past.  I had to restore a few on the computer in Paint.  

Thank you for showing us how to do things like Google Earth for Genealogy in simplified ways.  It’s actually incredible how you do that.”

Thank you for sharing this inspirational photo display with all of us!

Betty's family tree photo wall

Betty’s family tree photo wall

 

Maria’s Wall of Photos

From Maria: “I’ve been an avid listener of your podcast, and have thoroughly enjoyed watching Elevenses every Thursday. It’s something I look forward to each week as we’re going through the stay-at-home order here in NYC.

After seeing the great photos on the wall behind you in your videos and the picture you enlarged to hang in your music room, I was inspired to do some family decor of my own.

I’ve been scanning family photos bit by bit as I was passed down albums from my great-grandparent’s and have been going through and labeling them with my grandparents, and decided to get some copies printed so I could enjoy them while keeping the originals safe in archival photo sleeves.”

Here is Maria’s gallery of photos on the wall by her desk providing motivation for continued genealogy research:

family history photo wall by maria

Maria’s family history photo wall

She says “They include ancestors from all sides of my family tree, with the earliest photo here dating to 1915. Thank you again for all that you do.”

Thank you for sharing, Maria!

From Sandra:
Q: Do you still plan on attending the FGS conference, in Kansas City this fall?
A: Yes, as of now it’s still a go. I will be there with bells on unless I hear otherwise. 

Lisa Louise Cooke's schedule at FGS 2020 conference

Lisa Louise Cooke’s schedule at FGS 2020 conference. Learn more here.

 

Answers to Your Genealogy Paper Organization Questions

From Linda:
​Q: My question from last week is I wonder why you start with death of each ancestor in your notebooks.
A: Because we do genealogy backwards. Remember, our goal is NOT to have a piece of paper for every event in a person’s life. Our goal is to have a safe place to keep the most precious paper that we want to archive in person’s life. Everything else is digital on our computer and backed up.

Our goal is to go as paperless as possible

Our goal is to go as paperless as possible

From Kelli:
Q: So if you start with a man’s birth, does he not ever show up in his father’s book?
A: As a reminder, the father would be a new tab, not a new notebook. If you decide to start from birth while using my system, birth to marriage would still be under his father. 

From Joyce:
​Q: What are you really keeping paper copies of?
A: I keep things like original documents, postcards, letters…I even have a doily in one of my books!

Debby commented to ​Kelli in the chat that she leaves a page in his father’s binder indicating which binder to look in for his complete story. In my system, not every “father” gets a binder, and the notebooks are not the complete story. They are simply the paper archive for the story. The full story is in your master genealogy database software.

If you’re struggling with tossing some of your paper, it can help to ask yourself, do my descendants REALLY want a piece of paper for every single thing I found even if it was just a print-out of a digitized (non-original) document? 

The answer is, NO!

In fact, the more paper you store, the more in jeopardy you put your family history research. Future generations may feel burdened by it, and likely won’t have room for it all. If it is an overwhelming amount it is less desirable for your descendants to try to hang on to it. Also, printer ink is expensive. 

From Bob:
Q: Do you 3-hole punch items that really don’t need a sheet protector? Like a census or something easily retrieved or printed again?
A: Occasionally, but usually only if it’s a Pending item. Otherwise I don’t print it out in the first place.

From Donna:
​Q: If you’re going to archive a digital file, would it be as effective to save it in your master software vs. a separate digital archive on your computer? Is there a benefit to having duplicate files?
A: I don’t attach files to my database. It’s not because it’s not a good idea. But because I started back when you couldn’t do that. And that made me very reliant on having an excellent digital filing system. If I see a marriage in my database which is sourced, I know exactly where to go on my computer to find the source document.

I would not recommend only linking to an online source document. I always download it to my computer. That’s because the document could move, or we could lose access to it depending on the status of our subscription to the website. Read: “If My Ancestry Subscription Expires, What Happens to My Tree?”

From genebuds​:
Q: But if I am organizing my archive for donation to a library, should not I have an index? The library won’t have a copy of my software.
A: When donating, ask about their requirements and provided the needed documentation. Options include providing a printed index, a copy of your gedcom file, or other reference material.

From C Davis​:
Q: You have to turn on your computer before you use a binder? Your computer boots fast? My RootsMagic does not start in a minute.
A: I leave my computer on all the time. It just goes to sleep. And in fact, turning your computer on and off a couple of time a day can actually shorten it’s life span.

Typically I leave RootsMagic up in the background while I’m doing research. But even if you don’t have it open and you were just looking at your online family tree, you typically know:
1) which surname and therefore which binder
2) which generation based on the age of the person (and therefore which tab to look under.)

Again, notebooks and paper are archival only. Most times I’m turning to my digital files for the backup documents.

I also received great questions about cloud backup. As I mentioned in the show, I use and trust Backblaze. Please use this link to get the best deal at Backblaze. Using this link helps support this free show. If you make a purchase we will be financially compensated for referring you at no additional charge to you.

From Cynthia:
​Q: Can you back up multiple computers on Backblaze?
A: You need one account for each computer. However, you can plug an external hard drive into your computer and the subscription for that computer will also cover that hard drive. This is very handy if for example you keep your scanned photos on a separate hard drive so that they don’t use up precious space on your computer.

From Hazel:
​Q: I use a laptop and move it around the house and outside the home, and (use the) battery, so will a system like Backblaze work?
A: Yes. All you need is an internet connection. If you are temporarily not connected to the internet, Backblaze just picks back up on backing up when you reconnect.

From C Davis:
Q: ​Backblaze works with old computers?
A: According to the company, they support back to Windows 7. Click here for the complete list for both Windows and Mac. Please use this link if you would like to get Backblaze for your computer.

Kathy mentioned:
​Carbonite now backs up video. I just activated it. It may come automatically now but just check if you start a new subscription.
A: I should clarify that it backed up video back when I used it but ONLY if you manually selected the video to be backed up. I discovered that many of my files were not backed up. According to their website: “**Video files are backed up automatically with the Plus and Prime plans. They can be added to your backup manually on any other plan.”

 

How to Organize All This Digital Genealogy Stuff!

My system is based on two foundational genealogical record types: the census and pedigree charts (just like my paper system). The folders are organized by head of household, typically the male head of household (just like the census.)

Overarching Folder Logic:

  • Families are divided by head of household.
  • Children (direct ancestors) are filed under their head of the family (Father) until married. 
  • After marriage, men (direct ancestors) become a head of household and women are filed under husband (if they are direct ancestors or if there is enough paper to warrant it.)

Creating Folders

Create a new folder on your hard drive called Genealogy.

Within the Genealogy folder, create general topic subfolders such as but not limited to:

  • Charts (family tree charts)
  • Correspondence
  • Countries (general history)
  • Database (genealogy software files)
  • History (for background material pertinent to your research)
  • Research Trips (maps, planning worksheets, and to-do lists)
  • Surnames (this folder is very important)
  • Heirlooms (can also be included under Surnames if you prefer*)
  • Photos (can also be included under Surnames if you prefer*)
  • Templates (ex. forms you use routinely)
  • Timelines

*I find when working with photos it is easier not to dig into each surname, but rather to have all photos in front of me and then dig in deeper from there. The Surnames folder is heavily focused on documents.

In the Surnames folder create a folder for the surnames you research most. Don’t worry about adding a folder for every surname right now—you can add more as you research. I started with my closest lines, organized as I researched, and then scheduled organizing time to catch up on the rest. 

Inside the first surname folder, create folders for the various types of genealogical records such as (but not limited to):

  • Births
  • Census
  • City Directories
  • Death
  • Journals
  • Locations (includes land records, postcards of towns and streets, maps, etc.)
  • Letters and Cards
  • Marriage
  • Military
  • Newspapers
  • Occupations
  • School
  • Voter Registrations
  • Wills and Estates

Keep a “template” set of these folders. Copy and paste these record folders into surname folders as needed. File your existing record files into the appropriate Surname > (Record Type) folder. Feel free to add an additional layer of folders by heads of households if you want, particularly for families with a lot of digital records. I do this within the records folder. 

How to File Genealogy Documents

Record websites typically provide the option to save the record to your computer. Click the Save button and navigate your way to the appropriate folder on your hard drive:

Genealogy > Surnames > Jones > Census. Name the file and click OK.

 

How to Name Your Computer Files

Name files with the year, head of household, and location.

For example, the 1920 U.S. Federal Census for the Robert M. Moore family file name would be:

1920_Robert_M_Springfield_OH.

This method allows you to quickly spot the census record within the Surnames > Moore > Census folder.

Since you are filing the record by surname and by record type, you don’t need to include those in the file name. By placing the year first, your files will automatically appear in chronological order in the folder.

Photos

I files the Photos folder under the Genealogy folder, not the Surnames folder. The reason for this is that typically when we are working with photos (perhaps for a book project or presentation) we want and need access to all of them. We don’t want to hunt around in our genealogy files for them. 

Resources

There are several full length video classes with downloadable handouts in my Genealogy Gems Premium membership that will help you take your organization even further. In fact membership includes over 50 video classes (including 6 on all aspects of using Evernote for genealogy), and an exclusive podcast just for members. Learn more here

To find files fast I use the free Master Seeker computer app for PC. 

Questions for you this week

Here are my questions for you this week. Please leave your comments and questions below. 

Did your mom cut your bangs with scotch tape?

Have you created a family history photo wall display in your home?

What are your favorite genealogy organization strategies?

 

Genealogy Gems Podcast Episode 241

Podcast host: Lisa Louise Cooke

May 2020

In this episode you’ll hear about the change to Google search results, how to reunite found items with their families, and 10 strategies for finding school records for your ancestors. 

Download the episode mp3

Watch Elevenses with Lisa live on the Genealogy Gems YouTube channel on Thursdays at 11:00 AM Central. After the live show you can watch the video replay at your convenience. You’ll find the show notes for Elevenses with Lisa here on the Genealogy Gems website.

Google Search Update

Watch Episode 6 which features the latest on Google search results.

New Google Message: No good results

New Google Message: “No good results.”

MAILBOX: Reuniting Family History

A while back I received an email from Tim. He writes:

“I’m getting back into genealogy in a meaningful way now that my dissertation is done and I realized that I don’t know what to do with all the ‘stuff’ I’ve taken photos of, picked up at yard sales, etc., that could be of genealogical value to someone but not me.  I’ve got yearbooks, pictures of the genealogy information inside family bibles, etc.  I used to be able to scan and submit to Mocavo for the world to use but that’s gone.  With the Rootsweb mailing lists shutting down, do you have recommendations for where I can submit these things so they benefit others?”

From Lisa:

As a matter of I do have a few recommendations for you!

These days a free blog is your own genealogy bulletin board with much greater reach than Rootsweb had. It’s a great way to get the word out about items that you have that you would like to reunite with their families.

Blogger.com (Google’s free blogging platform) is a good choice.

Video tutorials on how to set up a Blogger blog at my YouTube channel.

Also, listen to Episodes 37-40 of my Family History: Genealogy Made Easy podcast

New England genealogy

Free podcast by Lisa Louise Cooke

Lisa’s Tips for getting your blog posts:

  • One blog post per item
  • In addition to a photo, include as much text as you can that describes the item.
  • Tag the items with surnames, record types, and locations.
  • Encourage people to email you or leave a comment to get in touch.

 

Interview with Carly Kidd-Osborn

If you have an item that you picked up along your genealogical travels that belongs to someone else’s family history, the Shrubs to Trees – A Pay-It-Forward Genealogy Facebook Group can help. Caryl Kidd-Osborn is the Administrator, and in this episode she explains how the group has helped return over 1500 items to families and how you can enlist their help.

Shrubs to Trees – A Pay-It-Forward Genealogy Facebook Group

From Caryl:  “We are almost 2 years old and in that time we have returned over 1500 “lost” memorabilia items to living family. We’ve given back photos, bronze baby shoes, sheet music that was written by someone’s family member, a marriage license and even someone’s cremains. We aren’t a very big group but we have some wonderful folks who just jump right in with researching the items. It’s a private group since we are dealing with living people. It’s very much a collaboration. Our members are genealogists who, like me, just can’t leave an antique store without taking someone else’s family home with them!”

Here are just a few examples of the precious items that the group has managed to return to grateful families:

Reunited - baby shoes

Reunited: Little Renee’s baby shoes

 

baby picture reunited with family

Reunited: A photo of Frances Payne. “Our cutest return,” says Caryl.

 

Reunited marriage certificate

Reunited: Andrew Johney and Maggie Bosley marriage license. This was found at a dump.

 

Reunited photo

Sarah Fooks Tutherly – photo went to the Historical Society in Laurel, DE. The Fooks family was a prominent family in that town, she was a DAR member.

 

Reunited Vandermaas family

Reunited: The Vandermaas family. The parents had died before the children were of that age so this is a composite of the whole family.

 

GEM: Top 10 Strategies for Finding School Records for Genealogy

Click here for the complete article on strategies for finding school records.

10 strategies for finding school records

Download the Show Notes

Download the Show Notes PDF

 

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Gain access to the complete Premium podcast archive of over 150 episodes and more than 50 video webinars, including Lisa Louise Cooke’s newest video The Big Picture in Little Details.  Become a member here.

Genealogy Gems premium elearning

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Organizing your Genealogy Data – Episode 7 Show Notes (Elevenses with Lisa)

Live show air date: May 7, 2020

Episode 7 Video and Show Notes

Join me for Elevenses with Lisa, the online video series where we take a break, visit and learn.

This episode is a follow up to material covered in Episode 6. You will enjoy it much more if you watch episode 6 first. Then click the video below to watch Episode 7, and scroll down for all the show notes and details. 

Today’s Teacup:

Aynsley Bone China from England

The company was founded in 1775 by John Aynsley in Lane End, Longton, Staffordshire.

From You:

Lori writes:

I know you are asking what we have been doing and I wanted to share this with you. 

I have an old photo of my mother’s side of the family and they are sitting down at the table to celebrate my GG Grandmother’s birthday. 

Anyway I am a tea cup collector and tea drinker and so was my great grandmother who is also in the photo to the right holding onto my mom. 

I wanted to find her china and as you can see this photo is not very good at being able to identify.  I sent a close up of this picture on the china pattern to Replacements LTD.com and they were able to help me find the china and pattern! 

Here is the photo of the family (and) the china pattern that they helped me discover.  I didn’t know that you could send them a photo so when I discovered this I have been telling everyone!  

Love the Elevenses show!

Lor's family and their china

Lori’s family and their lovely china place settings.

Where Lori found her replacement china pieces.

ReplacementsLTD.com identified Lori’s china pattern!

Family History DIY Project

You may have noticed the watch on my wrist in this episode. I don’t usually wear a watch, but this actually isn’t a watch. It’s a DIY bracelet that I created using one of my grandmother’s old watches.

Click to watch (below) how you can make one yourself:

 

Learn more at Genealogy Gems DIY here.
Follow me for more Family History DIY ideas:
Instagram: Lisa Louise Cooke at www.instagram.com/genealogygems 
Pinterest:
Lisa Louise Cooke Genealogy Gems at www.pinterest.com/lisalouisecooke/

 

Answers to Your Questions About My Genealogy Organization Method

From Julie
Q: How do you handle legal size papers?
and from MargtheCar
Q: What do you do about oversize documents, panorama photos etc that don’t fit in a binder?
A: Hopefully you won’t have a lot. You can use a legal size binder like this one, or an archival safe box. Gaylord

From Joyce
Q: What weight of protectors?
A: Avery Heavyweight 3.3 mils  #76003

From Linda
Q:  Do you put each sheet of a letter in a separate sheet protector or do you put the entire letter in the one sheet protector?
A: One each although sometimes I place one-sided items back to back. You can slip a piece of acid-free paper or cardstock between them if you wish. 

From Kathryn
Q: Does it matter whether the binders themselves are archival?
A: As long as everything is in the archival safe sheet protectors they should be fine. Gaylord makes a 3 ring archival box but it’s expensive – about $30 each

From Betty in the Episode 6 Show Notes Comments
Q: Beginning with “the 4 ancestral lines”…don’t those notebooks become extremely large? Have you gone from a 3” on a name and then added a second for same line?
A: For a few family lines (the ones closest to me because they have the most archival paper) I do have multiple binders. I indicate on the spine the time frame that the binder covers. 

From Marilyn
Q: For a couple do you make a copy and file it in both of their binders.
A: A couple is in the same binder. The wife goes behind the head of household tab.

From Pamela
Q: Do you move the women into another binder when they married and how do you make a note in her birth family binder?
A: The last item in the father’s binder should be her marriage application / license. This tells you the surname of her fiancé. If she is a direct ancestor I create a new binder for her husband’s surname. You are welcome to put a sheet of paper that references the new binder, although my database would also tell me who her husband was, so I would look for that binder. I would only create a binder if there was enough material to warrant it, and if she were a direct ancestor.

From Ginny
Q: ​Are the male sons listed with their father until they marry?
A: Yes – they only move to a new binder if paper warrants it and they are a direct ancestor.

From Keck
Q: Do you put photos in the same binders?
A: Yes, for now. I’m setting up archival boxes. If you have a lot of old family photos, I recommend storing them separately. However, I think it’s wonderful to scan them and print copies of some of your favorites to include in their section of the binder. 

From Pamela
Q: ​Do you scan all your paper and keep it organized on your computer as well?
A: Yes, if it’s worth keeping for future reference. I don’t keep all paper though. I only keep and archive paper items that are precious and irreplaceable. My goal is to download the digital records I find online and store them on my computer (which is backed up with Backblaze.) And keep in mind, there is no pressure to file ALL paper before resuming your genealogy research. I schedule regular scanning time, for my backlog, and I scan and file as I go with current research. Eventually you will get caught up. 

From Susie
Q: ​Do you mark the paper to show that it is also digitized?
A: Yes, with a pencil check mark. Or you could use a thin sharpie and mark the sheet protector.

From Regina
Q: Do you keep copies of census records in your files? Or do you rely on the big name websites and attach it to an online tree?
A: Not typically, although I have kept a few from when I first started my research when I was a kid.  Now I download the digital file and save it on my hard drive which is backed up to the cloud.

From Kay
Q: Do you put new items in your heirloom binder? e.g. a gift you received that you think will be passed on? {of course, some things need to go in a will.)
A: Yes, absolutely!

From Carol
Q: I’ve really been enjoying your YouTubes and have become a member. I love the idea of the heirloom template, but for some reason when I try to insert a picture, only a small portion shows. I’m obviously doing something wrong. Would you do a quick summary of how to insert the picture?
A: I’m going to show you how to do that, and the best way to find all of the show notes:

 

 

master family tree

Stay in control of your genealogy.

Article Mentioned in this Episode

Read my article: Planting Your Master Genealogy Family Tree

 

Online Family Trees:

Pros:

  • Good for cousin connections
  • Good for generating hints
  • Good place to track and test ideas

Cons:

  • Controlled by someone else
  • Can only access documents with a subscription
  • Inaccurate trees

I use my online tree as a lead generator, NOT a master tree.

Do the Genealogy 2-Step to Protect Your Family Tree

Step 1: Purchase a genealogy software program and load it on your computer
Step 2: Back up your entire computer with a cloud-based backup service

The best type of backup protection involves:

  • Multiple copies
  • Updated regularly
  • At least one copy stored in a different physical location than your computer

What I look for in a cloud backup service:

  • Backup of all files automatically (including video!)
  • Free app for accessing files on mobile
  • Encryption and security
  • Ease of restoration
  • Competitive price

I use Backblaze. If you decide to check them out, please use this Backblaze link. If you do we are compensated at no additional cost to you, and that supports the free Elevenses with Lisa show. Thank you!  Whatever you choose, start backing up today!

More Answers to Questions About Genealogy Organization

From Jennifer
Q: Do you use the card catalog (behind you) for family “cards” to show what you have and what is filed where?
A: No. My database is my master. If I need to know something about someone in my family tree, I look them up in my database. That is the final word on what I currently know about them. Armed with that information I then know where to look in my computer digital files, and in which binder I will find the archival paper. 

From Julie
Q: Do you reference the documents in your regular binders so you know how to find them?
A: No. My database is where I turn because it is the most accurate and up to date information on each person in my tree. If I need documentation on any aspect of a person’s life, I turn to my hard drive where the bulk of my documents are. If it’s not there (although it probably is because I scan my archival paper) then I pull the family binder. I can ALWAYS find what I need. I’m happy to say that I haven’t lost an item yet. 

From Keck
Q: Do you have a Table of Contents in each binder?
A: No – it’s chronological and matches my database. See my previous answer to Julie above. 

From Sherry
Comment: Cross referencing is great and saves in duplicating paper…that being said, put a cross reference sheet in the front of each binder and list each item that you reference on that sheet.
A: I designed my system so that I would not have to cross reference. People are not duplicated in multiple binders because they can only be in one household at a time. They are either in their father’s household, or their own household. (Yes, an adult may live or rent from someone else, but they are still their own “head of household”.) The database is my guide as to their surname and the life events which is the information I need in order to know which binder to look in. This is the beauty and the simplicity of this system. All filing and organization is driven by the master database. And remember, the goal is keeping the least amount of paper possible. Most items will be digital on your computer. 

From Stephen
Q: ​If you have both paper and digital of the same document, do you discard the paper once done with it and reference the digital version in the binder?
A: I discard the paper if it’s not archival-worthy. (In other words, it is not previous, irreplaceable or highly sentimental. Most isn’t.) There’s no need to reference the digital version. If I need backup documentation on anything noted in my database, I know where to find it on my hard drive. We’ll talk more about hard drive organization in Episode 8. There is also an in-depth two part video series on how to do it step-by-step in Genealogy Gems Premium Membership. (Learn more about membership here

From Karen
Q: My big problem is I have about 8 different Brown families. How do I label them to know which is which?
A: My first questions would be, are all of them direct lines? I tend to archive only the most important items for direct ancestors. Digitize the rest, and toss the paper. If they are collateral relatives you can also file their paper in the direct line binder under the Collateral tab.
You can also include the unique number assigned to the person in Rootsmagic, or use their birth year to identify each unique Brown head of household. 

Multiple genealogy binders for one family

Multiple genealogy binders for one family

From Keck
Q: Do you duplicate that in Evernote or in your digital file for the same family? 
A: Evernote is my “active workspace”. It is not a complete look at my research. It is only the notes and clippings associated with my research. The paper organization we’re talking about is archival. All genealogy records are digital on my computer. If you want to remind yourself about an archived item, you can certainly make a mention of it in your Evernote notes. 

From Jennifer
Q: ​I’d like to list on Twitter for you and Facebook, are we doing Elevenses with Lisa for forever or are we just looking at May for now? (I want to open the invite.)
A:  I plan on continuing indefinitely. I have nowhere to go! And besides, I love meeting with you all each week. thank you for sharing the show – I really appreciate it!

share on facebook genealogy hoarder

Thank you for sharing Elevenses with Lisa with your friends and genealogy society!

In the Next Episode of Elevenses with Lisa:

  • Filing digital genealogical files
  • Naming digital files
  • Filing digital photos

 

Resources for Further learning:

These video classes (each with a downloadable handout) are included in Genealogy Gems Premium Membership and will help you further implement my system and become more productive (Members log in and then click the image to watch the video and download the handout):

Step-by-step 2 part video tutorial series.

Take control of your family tree and genealogy

Essential viewing!

Organize Your Digital Life

One hour video class.

Join me for exclusive videos, handouts and podcast episodes. Click the button below to become a Genealogy Gems Premium Member.

join now button

Do you have a questions about organizing your genealogy?

Please leave your questions and comments below. 

 

Why Your Family History Matters

When you are a family historian, the question that you get asked the most by people who are not into genealogy is “Why do you do it?”

It’s a fair question, and I have given it a lot of thought over the years. I have come to an important conclusion that I think applies to all of us. 

That’s one movie I definitely want to watch from beginning to end!

Tune into the Genealogy Gems Podcast to learn more about how to discover your family history.

Lisa Louise Cooke, Author and Genealogist

Lisa 
XOXO

How to Organize Your Genealogy Paper – Episode 6 Elevenses with Lisa Show Notes

Live show air date: April 23, 2020

Episode 6 Video and Show Notes

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.

From You:

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

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-Colorized

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

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.

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 search operators

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.

Image results

Google Image results.

 

Tapping the first result yielded a wealth of information.

Sidney Mansfield and the Centennial Syncopators named in old photos.

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! 

Resource:

The Genealogist’s Google Toolbox, 3rd Edition (2020)

The Genealogist's Google Toolbox Third edition Lisa Louise Cooke

New book for 2020 by Lisa Louise Cooke

 

GEM: DIY Family History Art Project

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"

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

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

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.

Shopping List:

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:

  • a photograph,
  • brief history of the item,
  • current location,
  • and who will inherit the item. 

Free downloads:

Example page from the Heirloom Tracking binder: Click here to download.

Blank Heirloom Tracking worksheet: Click here to download

Premium Member Downloads:

Notebook cover and spine template Word documents (Log In requiredClick 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:

Family History is Knowing the Full Story - Lisa Louise Cooke

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. 

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. 

Click the image below to set your reminder for the live episode of Elevenses with Lisa (Thursday, May 7, 2020 at 11:00 am Central.) If you’re reading these show notes after that date, click here to get all the episodes and show notes, starting with the most recent. 

Click here to set your reminder for Episode 7 of Elevenses with Lisa

Click here to set your reminder for Episode 7 of Elevenses with Lisa.

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