Musing About Life Lessons Learned That Apply to Genealogy


It’s been a slow week genealogywise for me as I’ve been consumed with the house renovations and an increased workload at my educator job. I thought I’d have difficulty coming up with a blog but instead I’m bursting with lessons learned from those situations that apply to genealogy.

With renovations, there is a lot of moving of “stuff” around as we empty one area of the house with the goal of making it an improved place. It’s a total pain to have to physically move items. I also realized I have a lot of things that I no longer use so I’m donating or pitching as I go (or pawning off on my children). This got me thinking about genealogy practices…

I used to have alot of stuff I took with me when I researched; I carried my clunky laptop, notebook, charts, lots of pencils, a camera, phone, stickees, and thumbdrives. It was a workout just getting into an archive. I’ve streamlined considerably and find I can simply take my Kindle, phone, a mechanical pencil and stickees. Instead of many thumbdrives that contained my surname info and individual thumbdrives for my clients, I now just take one for microfilms in case I can’t email it to myself and use the ap on my phone, Office Lens, to take a picture and immediately send it to One Note, for everything else I used to save to a thumbdrive. I can view that from my phone and Kindle to make sure it looked the way I want before I leave so I never get home and realize I needed to get a better view. Also on the Kindle is Evernote, which has my research log template. I still carry the stickees to flag book pages I’m interested in. These changes have made my research life much saner and safer. I don’t have to worry about someone walking off with the laptop if I have to go back to the stacks for another look. I have more flexibility in where I park myself down to research and I lost weight without having to diet. Very cool! Have no idea why it took me so long to figure out I needed to do this room by room in my house.

After a room is finished I find that I might be better off moving items around for increased efficiency. For example, my drinking glasses used to be in a cabinet closest to the sink. I realized it’s a better idea to move them in the cabinet next to the refrigerator as that’s where we go to get cold, purified water, ice and lemon. This practice definitely applies to genealogy. Just because you used to do something doesn’t mean you should continue to do so. Back in the day, I organized my genealogy files by lines. As the data grew I found that it was too complex so I took the time to reorganize by surname. A binder system works well for me today but may not in the future and that’s ok! Change is good although I must admit, as a creature of habit, I do tend to go back to the old cabinet to seek out a glass when I’m exhausted. Habits may be difficult to break but can be done. Investing time to make a task better is time well spent. You may be in for a happy surprise, which gets me to my next lesson learned.

Ironically, last Wednesday I blogged about my recent Dropbox experience. At my educator job, a decision was made right after I wrote the article that our team was going to only use One Note. I spent all day Thursday and part of Friday dropping and dragging files from Dropbox to One Note. Although I wasn’t thrilled to have to readjust my work priorities during a busy time, the situation did give me a big Ahaa! In Dropbox, I saved by event but in One Note, the decision was to save by date. Same situation as moving my drinking glasses and reorganizing my genealogy files! The data is the same but where and how it’s stored is different. So here’s where I learned another lesson – looking at the older files was quite enlightening. I was able to identify some holes in our program which we’ll be discussing this week. Try this with your brickwalls. If your found records are in timeline order, shuffle them up and place them by type of record or location where they were made. You might identify where your gap is and be off and running to locate overlooked events or places where they occurred. It sure is the same stuff but my looking through a different lens you might make a new discovery.

In other words, you’ve got to change your practices up to move forward, even if it’s painful. Happy Hunting!