Single-Tasking for Genealogy

    Have you ever sat down to research a family tree only to have this happen? 


Multi-tasking is known for leaving overly-exhausted people and half-done tasks behind. Juggling multiple tasks at one time is only sustainable in short bursts, if at all. More often than not, quality is impacted for the sake of quantity. 

Today is Single Tasking Day - a day that celebrates and encourages completing one task at a time, flying in the face of all those compliments you got for being able to multitask so well. 

Single-tasking is not only engaging in a single task at a time but also breaking down that task into smaller parts as needed. This allows you to pay greater attention to what you are doing, completing the task with more quality and accuracy.

Implementing this can be difficult with limited time and a strong desire to complete a task. This situation can lead back to multitasking in an effort to just finish something.

So how to stay on track while researching?

Write It Down

I like to start by jotting down what I want to research. This is the main goal that I keep in front of me while I’m researching. I usually write this on scrap paper to keep on my desk so it isn’t lost in a sea of open tabs. I don’t worry about how long it will take or if I can finish it in one sit-down. 

Before I begin any session of family history research, I pull up my database and documents and do a quick search to see if I have any previous research on this subject. 

After I have my research topic and some notes about what I might already know, I begin my research. This process usually brings out some additional questions. For instance, my main research topic might be ‘John Planchard’s early life’ and I know from my previous notes that he is buried in a National Cemetery. This means he served in the military or died as a dependent of someone in the military. So now I know to look for possible military enlistment, a subtask I can add to my list. I may not be able to immediately switch gears to this subject, but I don’t want to forget it for later research. 

Use a Research Log

Research logs are AH-mazing! tools. If you are not using one, start as soon as you can!

The research log I use is as easy as it can be - I use a single Google Doc for everything. I have had it for years. If I do something related to genealogy, it will probably get recorded in my research log. Make a backup of my files? It goes in the log, this way I know the last time I backed things up. Email a library? Goes in the research log. Get an email or Ancestry message? It gets copied and pasted into the document. This allows me one place to search. 

I have also known people who successfully use paper notebooks. These, however, have the downside of not being as easily searchable as something on the computer. It is also easy to forget these at home. Google docs can usually be signed into from wherever you happen to be, either on your phone or a library computer.

Write A Summary

As your research session comes to an end, try to carve out a five-minute block of time where you can summarize your research and record it in your research log. It does not need to be fully complete documentation and sources do not need to be included unless you want them to be. This can be something like, ‘Researched John Planchard’s early life. Located birth & military records, index only, no originals. Found mother’s name: Mary Stevens on birth index.’ 

This is just a summary to help jog your memory later on when you come back to researching this topic again. This helps reduce the amount of duplicated research tasks. Summaries are only as good as your notes, so be sure to include full names so you know which John and Mary you were researching the next time you look. 


    Single-tasking can be more stressful than multitasking, especially at first. Our society is so accustomed to being BUSY that the very idea of not doing more than one thing at a time can seem difficult or inefficient. 

Single-tasking your genealogy sessions will make them more productive and result in research that is better documented and more thoroughly examined. 


Organizing Digital Files for the Family Historian or Genealogist


     One of the top complaints I hear from family researchers and genealogists has to do with organizing their digital files.

Often, part of the problem is the overwhelming volume of documents and records that we tend to collect during our research.

Then there is also the problem of not remembering what a document is once it is downloaded. File names like 'image681x689from0x57to4892x5010.jpg' certainly do not help the situation.



So how are we going to finally get our crushing mountain of unorganized document neatly organized and tucked away neatly into organized folders?

As with any job, we need to first break this down into manageable tasks.

1. First, think about how you use your database

When you go looking for a file, how do you move through your documents? Do you just click around aimlessly – ‘… it might be over here… what about here … in my downloads? … what about here…’ A smarter approach would be to search using your file manager’s search box. This is possible if you are organized and have files named with searchable and useful terms.



2. Use with broad categories

Most importantly, have a dedicated folder to house all your genealogical research. I use a top-level folder named “Genealogy.” Categories beyond this top-level should be simple and direct, yet broad enough to be effective.

“Death,” for example is a great folder name for housing all kinds of death-related material like death certificates, obituaries, death indices, and records.

“Texas Death Records,” however, probably will not be as useful. Even if you have plenty of family from the Lone Star State, you will still be guessing if an individual’s record will be in this folder or perhaps another folder. Will you need folders for every state? What about countries?



3. Find a naming scheme

This might take a couple of shots to settle into something that works for you.

File names should include enough information that you know what the file is and to whom the file mainly pertains. Remember not to use periods (.) in the file name to avoid system conflicts.

"Death Certificate - Smith, John P," is how I name most of my files. Marriage records will get both spouse's names: "Marriage License - Smith, John P & Brown, Susie M."

This keeps things simple, easy to read, and neatly organized. Records that have multiple pages, I simply add an 'a' and 'b' to the end of the file name. (Ex: "Marriage License - Smith, John P & Brown, Susie M a")

Census files get a little trickier because they contain so many people, especially when two or more related families live near one another. I've found that just including the highest-ranking person in the family, generationally speaking, in the file name works the best.

4. Stick with maiden names

Digital organization is one place that I strongly recommend against using married names for organizing. Even when a record names a female using her married name, I will still name that record as her maiden name in my database.

This is a deliberate decision on my part. I've written about using names in database organization before.

Here’s why:

When women marry, they tend to change their name. When a marriage ends, she may or may not go back to her maiden name. She may remarry and take on a third last name. Or more!

To make finding records about one person easy, I only use a person’s maiden name. This also keeps me from thinking Mary Smith, Mary Brown, and Mary Bates are all different people when I see their records.

By using maiden names, I can both easily find a person and reduce the chance of duplicates within my research.

5. Get rid of duplicates

This is going to take time but will happen naturally as you further organize your database. If you have selected a file naming scheme, this task will be made much easier as duplicate file names cannot be used.

For example, if you attempt to name two files “Marriage Announcement – Smith, John & Brown, Susie,” your file manager will alert you to the presence of a file already named this. You can check the file and see if they are, in fact, the same.

If they are not, add more information to the file name so that you can differentiate the two. For example, “Marriage Announcement – Smith, John P & Brown Susie M.”



6. Keep it up

Before you get invested in the next research session, sit down and clean out your downloads folder. Look at files and rename them before sorting them into the proper folders.

Taking care of this task refreshes your memory on who you were researching during the last few sessions and reminds you of any discoveries you might have uncovered. This habit also allows you to be better organized in the long run by keeping the contents of your unorganized download folder minimized.

Digital organization takes time to establish and will be an ongoing process after the initial setup. The reward is a somewhat neater database with information that is easy to find and use.

What are some challenges you face with digital organization? Let me know down below or over on my Facebook page.


- Patricia

How to Tackle Your Genealogy Research for Free


     Genealogy can seem like an expensive hobby due to the overwhelming marketshare the paid sites have on the industry. They hold this stuatus for good reason, don't get me wrong. I also appreciate what the paid sites do for the genealogical community as a whole and the efforts they put forth to preserve and digitize records.

For the most part these paid sites are an aggregate of publicly available records. Therefore, if you know where to find the record, you can avoid paying to access free information.

This is not always possible, and this isn't to say that paid sites do not have their place in your research. They certainly do in mine.

Explore Your Options

Sign up for a variety of ancestry and genealogical websites. They'll each have a good base of the same information, but some may have a specialty they work with that could be handy to your research. Being familiar with the various offerings will allow you to learn where to research.

Get Organized

Keep a folder in your file system that is just for genealogy research. After you have a few different record types, you should figure out a way to organize these records that is both easy to maintain and also use.

Think about how you will access this information.

Be consistant in the way you name and organize files as you go to avoid being overwhelmed with a sea of files with names you cannot make heads or tales of.

Visit Your Library

Many public libraries offer free access to paid research sites like Fold3.com or Ancestry.com. You can only access these in-library and cannot connect items to your tree. You do have full access to their database for research and download.

You can also find free classes available at both public and genealogical libraries covering a variety of topics like DNA testing, research methods, and introduction to genealogy.

Engage Your Community

Reach out to who you know first. Begin with close relatives, asking questions about their knowledge of the family.

More distant relatives can be better corresponded with via email, which keeps a handy reference for future needs.

Network in person at some of the library events or local genealogical socieities. Go online and join a few Facebook Groups that are targeted toward your research interests.

On the whole...

Genealogy certainly does not need to cost you a dime to enjoy!

Website subscriptions alone can cost hundreds of dollars per year. Memberships to local societies can cost that again.

But these same services have free offerings, as well. Taking advantage of these is the best way to get the most out of your family history journey while staying on a budget.


- Patricia

RootsTech London Recap


     The first international RootsTech was held this past weekend at the ExCel London exhibition and conference hall. For three days, family historians and genealogists from around the globe packed in to hear speakers deliver knowledge on a host of topics and network with companies and like-minded peers.

I was not able to attend but did follow along on Twitter and with the free recorded sessions that are available on the RootsTech website.

Day 1

The first day of sessions at RootsTech focused on the big picture, giving an overview of the major genealogical services that are available to us all - Ancestry, FamilySearch, MyHeritage, and Findmypast.

Gregg Richardson’s session covered FamilySearch and the ability to upload various types of family history items. Using straightforward examples and real-life situations Gregg discusses family memories; why they are indispensable to your ancestry journey, and ways these stories can connect us with the past.

Sunny Morton’s session was a vivid reminder for us all to branch out our research and not get stuck in the rut of only using one service while neglecting the others. She also tackled the question of, "Which service should I use?" in her lecture, explaining that the service providing the information you need is the correct one for you to use. In other words, branch out and get to know what is available to you. She gives a good overview of the types of records that are available at each site mentioned, as well.




Day 2

The sessions available for the second day of RootsTech London were all about British genealogy and Irish genealogy.

Researching these two can be difficult as record coverage is spotty. This infographic from Maurice Gleeson’s lecture sums up this idea in a concise visual manner:


Maurice’s session was a detailed talk you’ll want to watch over and over about the various resources available to seek out possible records for your Irish ancestors. As you can see from his infographic above, tracing Irish genealogy can be quite a task, but knowing where to look is essential in getting results.

Else Churchill’s sessions focused on 20th and late 19th century records for British genealogy. These records present their own set of challenges so, same as with Irish family history, knowing where to look is key for success.

Using some non-traditional records such as electoral rolls, phone books, and union records, Else shows us how we can still build out a life history for our 20th century British ancestors.




Day 3

DNA was the topic du jour for the final day of the RootsTech free sessions. These two sessions are essential to watch if you want to know more about DNA testing basics. Both Michelle and Debbie provide real-world examples to walk you through various DNA examples as they explain how DNA can help with your ancestry exploration.

The main idea that both of these sessions emphasize is that DNA alone is not a “magic bullet” for your research, as Debbie says. DNA is used in conjunction with other genealogical data to help further support research.




I had a fun time following along on Twitter and seeing people meet up for the first time in person. The sessions were informative and easy to follow, often with questions following the talk.

I’m looking forward to the rest of the talks becomming available next year! I’m still catching up on last year’s sessions!


- Patricia

How to Attend RootsTech London 2019 for Free


     RootsTech London 2019 will be held October 24 - October 26 at the ExCel London. Most of us genealogy nerds stateside won’t be able to attend the festivities of the three day event, but there are a couple of ways to still get in on some of the action.

Free:
RootsTech will be holding a livestream for three events per day for free. These nine sessions consist of the daily keynote speakers of the general session as well as six lectures.

The livestream begins at 2 AM PST, 5AM EST. The sessions will be available on-demand following the livestream, so don’t worry about setting that alarm clock.

I will be watching all of the lectures but am most looking forward to the two Saturday classes on DNA basics and Friday’s lecture on Irish Genealogy.

Below is a list of sessions:

  • Comparing the Genealogy Giants: Ancestry, FamilySearch, Findmypast, and MyHeritage - Sunny Morton
  • Discover Your Family at FamilySearch: Photos, Stories, and Memories - Gregg Richardson
  • A Strategic Approach to Irish Genealogy - Maurice Gleeson
  • Tracing 20th Century English Ancestors: The Joys and Challenges - Else Churchill
  • DNA is Dynamite: How to Ignite Your Ancestral Research - Michelle Leonard
  • Getting Started with DNA - Debbie Kennett

You can find a full schedule at the RootsTech schedule page.

Also, if you do happen to find yourself in London, entrance to the exhibition hall is free and they do have plenty of free events scheduled to keep attendees busy between sessions.


Paid:
For those wanting a bit more, virtual passes are available for £49, or about $61. These paid passes allow access to an additional 20 sessions for nine months following the event.

Of course, most sessions at RootsTech are available online for free after a certain period of time. The information won’t be quite as up-to-date, but it is still highly relevant.

What sessions are you most looking forward to? Any favorites from last year?


- Patricia

Should Find A Grave Implement a Waiting Period?


     There’s been some buzz again in the genealogy community regarding a waiting period for posting memorials at Find A Grave.

Specifically, I’ve seen the suggestion for implementing a waiting period for non-family members before being able to post a memorial. Other suggestions include that only immediate family would be able to create an entry during this waiting period.


Current Policy:

The current policy at Find A Grave in a very compact nutshell is as follows:
  • You can add an entry for a deceased person if there is not a current memorial for them already in the database.

  • If they were cremated or do not have a traditional burial, there are options for that during the creation of their memorial.

Why are people asking for change?

There are many stories out there from Find A Grave users that had memorials of close family or friends created by someone other than direct family or close friends, usually within a very short period following the death. This is insensitive to the grieving families and does not allow time for everyone to be notified.


So what is the intended purpose of Find A Grave, anyway?

Their goal states:

"Find a Grave’s mission is to help people from all over the world work together to find, record and present final disposition information as a virtual cemetery experience.

Basically, they function as a virtual cemetery allowing people to browse cemeteries and burials from around the world from the comfort of their pajamas and laptop.


What Find A Grave is NOT.

Find A Grave is not a memorial site. It is not a genealogy site.

I think a couple of things contribute to blurring the lines between online cemetery and gravesite index, and a memorialization site.

  1. Entries on Find A Grave are referred to as memorials. Not that I have an issue with this language being used, but I do feel this is a contributing factor to the misunderstanding of what the site is intended for.

  2. Lax active enforcement of site guidelines and general copyright.

The selected comments in the graphic above give a fair appraisal of the main ideas people are upset about:
  • Finding out their loved one died via Find A Grave
  • Someone else creating an entry for a close relative
  • Someone had to take time during their grieving process to go create a memorial for fear someone else would do it first
  • Someone else will make a memorial for your family or friend and then not turn it over to relatives
  • Lack of privacy regarding living people's names added in copied obituaries

While these seem like good arguments at face value, I cannot seem to agree with them as reasons to implement a delay in record creation. For instance, the only way you would learn a loved one or close friend died via Find A Grave would be searching the database for living people.

Having a non-relative make a profile for a person is not against community standards or policies. By using the website and agreeing to the terms of service, you agree to this understanding. Anyone can create a profile. That is the whole point of the site: an online index of cemeteries and gravesites.


What does Find A Grave say about using newspaper obituaries and other 3rd party sources?

Directly from their FAQ:

Find A Grave does not discourage the legitimate indexing of the deceased through obituaries or other 3rd party accounts. Newspapers represent a very good source of information as a public record. We ask that those who index and memorialize the deceased from newspapers and other 3rd party accounts do so with full respect of copyright, refrain from adding information about living people, and respond generously to the family of the deceased. Find A Grave takes no position on the appropriate timing of submitting such indexes.


While many of these complainants have valid issues, the banning of memorials for a timeframe after death or creation of memorials by someone other than close friends or family will not prevent these issues from happening.

Incorrect information happens not only on Find A Grave, but also on birth certificates, death certificates, cemetery records, census records, and countless other records.

Incorrect information is a regular part of genealogical research.

We cannot use the incorrect information excuse as a reason for banning entries for a set time after death. We can, however, use the proper channels to request information be corrected to fact or corrected to exclude copyright protected or private information – first through the profile manager and then via website staff if the change isn’t made. Backing documentation is always helpful during these issues.


Overall...

The discussion on a waiting period for Find A Grave isn’t a new discussion in the community. Amy Johnson Crow discussed this several years back on her blog.

I wholeheartedly agree with a suggestion she made then, which was to stop displaying the numbers.

Many users, just as Amy recounts in her contact with the Find A Grave user who created her father-in-law’s profile before his obituary was even published, are just in it for the numbers. They want to source as many profiles as possible. By hiding numbers, we can avoid this kind of competition that breeds sloppy work.

Find A Grave is a wonderful resource, and we should recognize it for what it truly is to fully embrace what it can do for our research. It is not perfect, but it is incredibly valuable and the contributions it has made to family research over the last couple decades have been priceless.

- Patricia

New Choctaw Research Resource Available!

     Recently, I came across a newly available, two-volume set of incredibly rare Choctaw family information from the mid-19th century and wanted to share my delight!


     This set was digitized and uploaded to Archive.org by Alabama Department of Archives and History, and are linked below:

     Volume 1
     Volume 2

     These two volumes were published as evidence presented with a court case, and gives an outline of various family units of Choctaw claimants in the case. While this information in itself might be difficult to pick up and use for research, there is also mention of marriages and relationships between Choctaw and settlers, which might help break through some brick walls.

     And don’t we all love that feeling?


     The ‘Search Inside’ feature on Archive.org will be your best friend when dealing with nearly 2,000 pages of information.

     Not to be ignorant of what this book details, we should also remember that this book is a detailed outline of how lands were taken without permission, and people were slaughtered without just cause.

     I link to Alabama Department of Archives and History over on my Genealogy Resources page because they have an extensive searchable digital collection available to the public.

    In addition to their online collections, they are also active on social media including Facebook, a blog, and twitter. Go check them out and keep discovering!


- Patricia