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Sneak Peek! Help me choose the cover for my new Ebook!

Big news here, I have been hard at work on my brand new, first ever, E-book!  I couldn't wait to share the news with you.   It's called The Purposeful Family Historian and in it I explain my fool-proof method for organizing a huge research project, like putting together your family tree, while staying focused, driven and motivated. 

I need your help!  I have two great cover designs, and I would love some help choosing which one is the best!  

Tell me in the comments below if you like A or B better!  Whichever gets the most votes will be the new cover.  I'll announce the winning design and the release date in a future blog post! 


Tara Cajacob

Hi, I'm Tara!  I am more than a huge fan of history, you might say I'm a little obsessed.  I would spend a Friday night in with a glass of local wine and a reference book any night of the week.   Learn more about me and my work here


The Organized Genealogist: 5 Tips

If you read Sorting It All Out and Filing FTW!, you know the basic idea of how to set up and get started with a filing system for your genealogical records.  The biggest obstacle to overcome is getting started with the process, the second biggest obstacle is setting up a system to help you keep it up.  Here are five tips to help make things as simple as possible:  
      
1. Start Today.  The most difficult thing you can do is get started.  Before you start your mind is zooming 
with doubts (can I do it? how do I do it?), frustrations (this is impossible!),  or denial (it’s not so bad… I don’t really need  to find _________.). It’s time to put all of that noise out of your head.  Don’t think. Just do. That is why we  start big and work towards small.  The more mechanical and systematic you can make it, the fewer excuses you  will come up with, the less intimidating it will be, and the less time it will 
take you.  

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2. Let your Pedigree Be Your Guide.   If you are having trouble figuring out where something goes or how you  want to organize your files, look to your forms.  Your pedigree will show you all your family members in an organized format, it is a visualization of how you want  your filing to be.  Bonus: once you get everything sorted out, your pedigree can function as a map to find what you are looking for.  You can use other family history forms the same way!
 
3. Figure Out How To Handle Difficult Documents and Stick With It. Sometimes a document might list more than one family, more than one individual, or have some other complication that  makes it difficult to file.  When  it comes time to empty out your other folder and file these away, figure out how  you want to do it and stick with it.  

One of the easiest things to do is to make a copy and put it in with both  names or families, but this can prove difficult if you a) don’t have a copier b) have been doing it a while and it is making for extra paper bulk.  Other ways you can handle it are to make a note in the second area saying  “refer to “_______________” under this file, this folder, this box. 
 
Note: you will also have to make a similar  judgment call when it comes to marriage. When does an individual stop being a  part of one family group and become a part of another.  I handle this by making the change at the date of marriage.  Whatever you decide to do, decide early and be consistent
      
4. Make Indexes.  Once you  get all of your papers filed and organized, you might consider making indexes so  that you can refer to them in the future if you can’t remember how you filed  something or if you need to find something quickly.   As mentioned in No. 3, if you use your charts to help you organize your  documents, an index might be as simple as including those in the front of each  section of your files. 
      
5. Keep It Going.  All this  would be for nothing if we had no intention to keep our stuff organized in the  future.  It isn’t as difficult as  you might think.  The most helpful tip I can give you here is to pick a day, weekly, monthly, quarterly, whatever you have time for, and spend a little bit of time re-sorting things.  Find a place, whether you start an extra pocket folder in the front of each of the boxes for documents “To Be Filed.” Or just use your “Other Box” as a  transitional holding place between your filing days.  

Have a specific, pre-determined place to put unfiled papers, with the express intention of filing them on a specific day.  That way you won’t fall into the same old cycles, even if you aren’t immediately putting each paper in its specific place. 
 
Follow these easy tips, and set realistic expectations for yourself. Spend a little bit of time regularly keeping up with what you’ve done, and you will be living the dream, you’ll be an Organized Genealogist! 
  
What tips do you have to help with organization and filing?  Lay ‘em on us in the comments!

The Organized Genealogist: Sort It All Out

Is your workspace totally over run with stacks of paper? Dining table buried in “proof” and "evidence” from your family history research?  If so, you are not alone. 

We all know getting our foot in the door is the hardest part.  So, where do you start?

Big to Small
Of course it would be nice to know exactly where every single piece of paper should go, right off the bat.  
But it is totally unrealistic.  Sorting every individual page all at once will leave you in a mess worse than what you started with and feeling bogged down and totally overwhelmed.  Instead, we’re going to start big and  work toward the smaller, detailed organization. What the heck does that mean?  In the same way it can seem daunting to fulfill a huge goal (i.e. lose weight) it can be daunting to take on a huge project like organization.  So, we combat this by breaking it off into bite sized chunks that we can do in our spare time, here or there.  Come up with a way to break up your research into about four groups.  I like the surname of each grandparent  (each of your grandfathers' surnames and your grandmothers’ maiden names).  There are other ways to break it up, but I find this is a good division point.  

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Getting Boxy With It
Get a box for each of the surnames you are using to divide things up and an extra one for “other”papers.  Label each one.  Remember, however you decide to break it up, we are starting with BIG, general headings.  We don’t want to do any detail-oriented work right now.  

If you used my example of grandparents, you would  put any document pertaining to any ancestor of that grandparent in that  box.  So, your grandpa’s dad’s military records, go into your grandpa’s box.  Same with your grandpa’s mom’s baptismal records—even though she has a different surname than the one that is  on the box.  Doesn’t matter.  Any of her parents’ (and their parents’) records will also go in there.
 
Don’t Know? Don’t Sweat It.
 If you get confused or hung up on a record don’t worry about it, put it in the “other” box for now. We’ll go back to it later.  The goal right now is to get every document into one of those boxes in as little time as possible.  The sooner we get this step done, the sooner we get to move on to the next.  When we reach the next step we’re one step closer to conquering our mess and setting up an organizational system that will keep our paper’s straight from now on! 
 
Hopefully, just by finishing this step, you already feel like getting organized will be a bit easier and you can see a noticeable difference in the state of your work space!  

How do you sort your genealogy information?  Let us know in the comments! 

Getting Started With Organization

The secret of all victory lies in the organization of the non-obvious.
— Marcus Aurelius

We have talked about how setting goals can help propel your family history research, but there is another hurdle that can interfere with your trajectory: disorganization.  Yes, I said it.  And I already know that when you read that word you let out a groan of frustration.  We're researchers, not organizers! 


In the heat of the moment, the excitement of the hunt for details, facts and information about our ancestors, it can be all to easy to just hit print thirty times and leave the stack of papers sitting in a stack on our desk (...or the floor, or the dining room table).  Then, weeks later, you know you printed it... somewhere? In this stack? In that? In the closet? Maybe you ought to check the accordian binder your significant other bought you out of frustration with the stacks of paper in every corner of the counter, the table (and even, you are embarrassed to admit, under your bed)! But, let's be real, when was the last time you used that accordian binder? Would you even be able to fit half of your papers in there? Probably not. 

January is National Organization Month, and a great time to use that New Year Resolution motivation your feeling help you get your genealogy information organized.  

For the month of January we're going to start a weekly series called The Organized Genealogist, we're going to cover some simple measures you can take to get and keep your genealogy information organized. 

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