Blog
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!
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:
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.
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!
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):
Join me for exclusive videos, handouts and podcast episodes. Click the button below to become a Genealogy Gems Premium Member.
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
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.
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.)
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.
Correcting the spelling was important to try, but it didn’t yield any better 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.
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.
Tapping the first result yielded a wealth of information.
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)
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.
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.
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!
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:
- (2) packages of Avery Durable View Binder, 3″ EZD Rings. (They come in packages of four. I find these are high-quality and hold up to constant use.)
- (2) packages of Avery Durable View 3 Ring Binders, 1″ Slant Ring. (they come in packages of four also.)
- (1) package (200 count) Avery Heavyweight Diamond Clear Sheet Protectors, 8.5″ x 11″, Acid-Free, Archival Safe, Easy Load. (My faves! Great quality and safe.)
- (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:
- 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 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:
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.