Do-Over Week 2: I’m still setting aside and sorting

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The Genealogy Do-Over is into its second week, but I am still doing part of the first week preparation tasks. I am setting aside the database I have lived with for years to start building it again, but as I’ve said previously, I’m not ditching the hundreds of sources I have accumulated, as many are going to be relevant. I’m prepared to look at each with fresh eyes and to create proper citations, but if they are legitimate sources, I see no reason to throw them away, particularly if they are certificates I have paid for. But that means I have to have a reasonable idea of what they are and where they are.

For the individual digital files, that was pretty easy. I had a Genealogy Inbox folder that needed attention, but I already had folders named for surnames and places, so anything from the Inbox that related to specific family names or locations was quickly filed. I didn’t undertake to rename files at this stage. Then I tackled my Evernote files.

I am a huge fan of Evernote and have been using it for everything, both personal and business, for years. I am approaching 10,000 notes in Evernote, within a finely tuned set of Notebooks, and making heavy use of tags. However, here too I had the “inbox” problem. A while ago, I had one notebook for genealogy and used tags for each surname and for places. I found this didn’t give me the flexibility I wanted, so I switched to using a notebook for each name within a stack called Genealogy. I could still use tags for notes that related to more than one surname, or for categories such as birth, death, etc. I spent some time reorganizing then, but left over 1000 notes in a genealogy Inbox notebook, truly a miscellaneous pile.

As I went through this one, I started to add to one of the tools I am determined to use in this do-over effort, a research toolbox. Thanks again to Thomas MacEntee, I didn’t have to start this from scratch. Many of the notes I am processing are links to items that fit nicely into the toolbox, such as courses, location records, maps, and so on. Once they’re in the toolbox, I delete them from Evernote. For my genealogy notes, I use Evernote as just a holding area, until I can process them and relocate them in their permanent home.

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Do-Over Week 1: Getting Ready

Setting aside what I’ve done so far in ten years of researching my family connections is only the first part of Week 1 of this genealogy do-over. The next step is to prepare for research by figuring out what tools and methods to use. A research log is an obvious necessity, something I have used in various formats over the years, but never consistently. There are dozens of examples available online, but the one I like and have adapted is from Thomas MacEntee, prime mover of the do-over.

Another useful tool, especially as a reminder of the big picture is Mark Tucker’s Genealogy Research Process Map

The third tool is a map of my own. I have seen various checklists to apply to research on individuals, so I wanted something concise that would help me cover all of the significant avenues I could explore for each person in my tree. Here are the top level categories that came to me for a first draft. What have I missed?



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Do-Over Week 1: Setting Aside

Well, I asked for it, and it arrived in my inbox today the topics for the first week of Thomas MacEntee’s Genealogy Do-Over. They are simple enough, but oh so hard to contemplate. The first step is to set aside previous research. This will involve different things, depending on where one’s research exists. For me, that means several formats and locations:

• my database in Reunion

• my digital files on Dropbox, including scans of certificates, assorted notes, forms, and logs

• my scanned photos, managed in Aperture — these are family photos, but also more scans of documents, and even photos of microfilms

• hundreds of notes, references to online searches, to-do lists, and probably much more, in Evernote

• digitized interviews with family members dating back decades, stored in iTunes

• original photos and slides, some filed, but hundreds only roughly organized, in boxes around me in my office

• paper files, including more notes(!), certificates, diaries, letters, etc. — these are also mostly filed, but there are some scary piles as well

Whew! The main reason for “setting aside” is to avoid accepting previous assumptions, carelessly applied sources, or facts unsupported by any research at all. As Thomas points out, that doesn’t mean throwing away valuable resources, such as certificates and other goodies. I’ve thought a lot about how to approach this because I know that many of the sources I’ve collected have citations that are close enough to be fixable to the standard I am after. I started the fixing work earlier this year and, along the way, I developed a good workflow for capturing new sources and their citation information. I won’t ditch that work, but I need to look at each discovery anew.

What I will do is create a brand new database in Reunion. I have resisted this idea because I hate retyping anything, but it seems like the best option if I am to commit to this do-over.

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My Golden Rules for the Genealogy Do-Over

It’s not surprising that Thomas MacEntee’s proposed Genealogy Do-Over has been popular with hundreds of people, even before we get going. As we approach the start in the new year, he has posted some Golden Rules, both his own and those of blogger Alona Tester. I don’t disagree with either list; in fact, they are excellent reminders of how we should be thinking about this project, and our research generally.

So here are my own Golden Rules for the coming year and the many hours I see it taking to rebuild all of my family tree:

1. Go slowly and savour each discovery. I remember the thrill I have had in the past with each nugget of information I uncovered. I think there will be moments like that ahead of me and I want to appreciate them.

2. Fresh thinking requires a fresh mind. I need to get enough sleep and take enough walks in the woods to let my brain be creative. Sitting at the computer alone is not going to cut it.

3. People before things, living before dead. I use this mantra when I need to prioritize just about anything. The people in my life, in this project, and in the wider world, are more important than papers, certificates and even books. And the living people and pets around me deserve my time and attention every day. I need to keep a healthy balance between working the project and living my life. 

That’s it! What’s next, Thomas?

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Let’s get organized

In my day job, I advise companies about their web properties, including their website and sometimes their presence in social media. Many of the forward-thinking companies take advantage of blogging platforms to publicize information of interest to their customers, using a blog publishing calendar, an essential tool for planning and managing these efforts. Geneablogger Miriam Robbins is just as organized, and she kindly has shared her genealogy blog post calendar. She writes that she has road-tested this already over the past year, with great results. This fits very well with my own desire to write more often, and to cover topics methodically, just as I advise my corporate clients. Thank you, Miriam

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Ready to start over

Once again, Geneablogger Thomas MacEntee has read the inner thoughts of many of us and proposed what we all have been thinking we should tackle: the do-over. Except this time, it’s not just a nagging idea we don’t confess out loud, it will be a group effort, with Thomas and the rest of us there to encourage and support each other. His plan sounds very drastic – set everything you’ve done aside and start from scratch – but it’s essential, if we are to really be truthful about some of the so-called data lurking in our trees. I’m in! And thanks, Thomas!

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One-Name Studies

Inevitably, as we try to hunt down our ancestors, we come across people bearing the surname we’re seeking, but who are not identifiably related to us. Some people simply discard these finds. I hate to do that, particularly for a relatively uncommon surname, since I am hopeful of finding a connection in the future. My research on the GRADWELL line has been somewhat frustrating because there are a whole lot of them in an area far removed from where mine are known to have lived. My solution is to create a one-name study project. Now I can systematically research the name and maintain my research for future connections and for others interested in the name.

Edward William GRADWELL 1869-1905

Edward William GRADWELL 1869-1905

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Once you get started …

The trouble with the 52 Ancestors challenge that I wrote about last week is that the minute I think I have selected a good candidate from my tree, I look up what information I have, and then think, well, I’ll just look up one more thing. Hours later, I haven’t written anything and I have added to my massive pile of potential sources that need to be evaluated and documented. 

What’s more, the minute I try to find a picture of that person, I get lost again in the loosely catalogued collection of digital family pictures, only to conclude that the really good one I remember hasn’t been scanned yet. And won’t be until it’s found in the vaguely organized containers of about 6000 photos I inherited when my mother moved.

So it will have to wait for another day.

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52 Ancestors: #1 Roy William Gradwell

Genealogy blogger Amy Johnson Crow has issued a challenge to blog about one ancestor every week, a great idea that should get us thinking about some of the individuals in our trees and sharing details that help bring their stories to life. For me, this has to include siblings and extended family, because so many of them had lives that clearly influenced people in my direct line.
My choice this week is my dear Uncle Roy, who died in February 2013. In 1927, he was the cherished first born of a working class family in south west London. As a child among those evacuated in World War II, he insisted that he and his sister return to stay with their parents when they were mistreated on a rural farm. He remained the protective big brother to my mother all of his life.
He and his wife emigrated to Canada from the UK at the same time as my parents did in the early 1950s. By then, he had served in the British Army, and learned enough about radar to eventually have a long career with the Canadian government. He loved electronics of all kinds; he delighted in taking videos of family events, leaving dozens of priceless memories for us to enjoy for years to come.
He was a huge influence in my life from my early childhood, even though he and his family often lived many miles away. I’ll always treasure his beaming smile and the hug he greeted me with every time he arrived for a visit. His zest for life, no matter what was going on around him, fascinated and inspired me.


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The problem with starting over

Many of us began our genealogy research before we really understood how to evaluate or document our information sources. A year ago, I decided to be more rigorous by taking another look at the sources I had amassed for my family history. The more I did, the more daunted I felt. I realized that I needed to learn more about handling sources and I needed to develop better systems for keeping track of them. 

The learning continues every day, and the systems are gradually being developed. I decided on a naming system for image files (scans of censuses, birth registrations, etc.) and a process for reviewing and cataloging them in Aperture before I add them to my Reunion database. I am logging research notes and ideas in Filemaker Pro; this system alone has taken many hours since previously I was using Bento.

At least now I feel that I can tackle my growing list of sources systematically. The new problem? Almost every old source I turn to gives me information I hadn’t noticed before, or suggests new lines of inquiry. What a delicious problem to have!

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