Here Are My 6 Genealogy Goals for 2020

Start thinking about which family tree tasks you want to complete in 2020.

It's time to set your 2020 Genealogy Goals. First, keep in mind that these should be stress-free goals. If you can't get to one or can't finish a couple, so be it. You can try again next year.

The point is to encourage yourself to complete a few helpful family tree tasks. When you complete one, you should feel recharged and ready to tackle another goal.

I had the most success with the 2019 goals that I kept limited, manageable, and possible. That's why some of my 2020 genealogy goals are going to be continuations of my 2019 goals.

Goal #1: Five Times Two

Enter the facts from 5 years of death and marriage records (for each of my Italian ancestral hometowns) into a spreadsheet.

Last year I kept my goal limited to 5 years of birth records for each town. It went so fast that I'm doubling it this year. In the end I'll have the most awesome database I can share with anyone who has roots in my towns. (If I live so long!)

Adding to this genealogy database was helpful last year, so I'm doubling my efforts.

Goal #2: Gimme All the Babies

Enter all Colle Sannita births for babies named Zeolla into my family tree.

Last year I entered all the babies born in the town of Colle Sannita named Pozzuto. Those 2 last names—Pozzuto and Zeolla—are important to my family tree. There are people with those names who are DNA matches to both my mother and my father. If I gather all the people with those names, I may figure out my parents' DNA relationship.

Two last names are important to my family mystery; I'm collecting them all.

Goal #3: Show Me Yours, I'll Show You Mine

Each month choose at least 1 DNA match (with a family tree) and figure out their relationship to me.

Our DNA match lists grow all the time. This goal will make a dent in my match list. And if I find that 1 a month is too little, there's no reason I can't do more.

Goal #4: Papers, Please

Search for every missing WWI and WWII draft registration card listed in my Document Tracker.

Last year's goal was to search for every missing census form in the "Need to find" column of my document tracker. And hopefully find them. That took a while to finish. The draft registration cards should be much faster. If I finish early I can start searching for missing ship manifests.

Draft registration cards can give you crucial genealogy facts.

Goal #5: Once Upon a Time

Write a brief life story for each of my direct ancestors with enough data.

I turned my maternal grandfather's facts and documents into his life story. But I haven't written any more stories. I can at least write a life story for my paternal grandfather and my 2 great grandfathers who lived in America. I don't know as much about the women in the family, but I can still write something from their perspective.

Last year I had 7 goals. I had no luck completing 3 of them, but I did try. That failure helped me understand how to craft better genealogy goals. I did complete 3 of them, and I never got to the last one. Technically, I should carry that one over, so…

Goal #6: Gimme More Babies

Enter all Sant'Angelo a Cupolo births for babies named Muollo into my family tree. And find documents for the one who emigrated to Burgettstown, Pennsylvania.

This is a smaller town with fewer documents available, so I should be able to finish this goal this year.

What will your goals be? Remember to break a bigger goal into reasonably sized chunks. Don't give yourself more work than you can handle.

Use your goals to get you closer to whatever it is you want to achieve. Choose tasks that will make you happy when they're done. Never forget this is all for your enjoyment. Now, go get busy!

7 Steps to Perfect Family Tree Document Placement

Do it right the first time and you'll never need to come back and fix it!

I've written about how to add metadata to your genealogy document images. And I've written about how I name and file away my images.

Today let's break down my entire process for putting a document image into my family tree. I like to do it so thoroughly that everything is as perfect as I could ever want it to be.

It comes down to 7 steps. That sounds like a lot, but once you're used to it, it all feels like one step. Here we go:

Step 1: Save a copy of the document image to the proper folder on my computer

Within a Family Tree folder on my computer, I have a folder for each main genealogy document type. My "certificates" folder is enormous because it has all my vital records. I have access to more than a century of vital records from my ancestral Italian hometowns, so they add up fast.

Step 2: Rename the file appropriately

My format is LastnameFirstnameYear or LastnameFirstnameEventYear, depending on the event. If it's a marriage record, I include both groom and bride. If it's a census record, I use the head of household's name. I don't include the year in the file name of a World War I or II draft registration card. We know when the wars happened.

Having a system keeps all your genealogy documents easily accessible.

Step 3: Crop and enhance the image

I always crop my Italian vital records. Often there are 2 pages in the image and a big black border. If the image is too light or dark, I adjust the contrast to make it easier to read. I don't crop census images and ship manifests because they seem to wind up a larger file size than the original.

Step 4: Add metadata to the image file

I've always added details to an image within Family Tree Maker. Then I realized I can add those details to the image file itself. That way the source information always stays with the image. And it gets pulled into Family Tree Maker.

Plus, I can give the image a title, and it becomes the image's caption in Family Tree Maker. I always begin the title with the year. Then all the images for any one person display chronologically.

Meta data carries into Family Tree Maker, and stays with the image forever.

Step 5: Drag the image into Family Tree Maker

After I drag an image into Family Tree Maker, I double-click it. I enter the date that's on the document and choose the image category. (If you add a date in the metadata, it doesn't carry over into Family Tree Maker.)

I don't have photos of my ancestors who never left Italy. So I choose the earliest document I have for them and make it their profile picture.

Step 6: Enter individual facts in Family Tree Maker

Once you add a census image to your family tree software, for example, check it for facts. You might have:

• street address
• occupation
• number of years married
• place of birth
• immigration year
• citizenship information and more

Enter all the facts into your software for each person named on the document. And don't forget to give each fact a source.

Step 7: Add an entry in my document tracker

Once I finish everything in Family Tree Maker, I turn to my document tracker spreadsheet.

For a ship manifest, I enter the year and (doc.)—for document—in the immigration column for each person in the image. The (doc.) tells me I have the image. A year with no (doc.) means I found a mention of an immigration year (on a census sheet usually), but not the document. In that case, I'll add "immigration" to the Need to find column for this person.

For a marriage record, I enter the year and (cert.)—for certificate—in the marriage column for both bride and groom. The (cert.) tells me I have the image. A year with no (cert.) means I found a mention of a marriage year, but not the certificate. In that case, I'll add "marriage" to the Need to find column for both bride and groom.

You may think 7 steps is outrageous or too tedious. But I find it's well worth the effort. I'll never need to double back and fix any images. Or add missing information. And I'll always have a quick reference showing me what I've found and what's missing.

Making these 7 steps a habit means I'll never have to turn any of them into a big cleanup job.

Won't you join me and be a neat-freak, obsessive-compulsive genealogist, too? Imagine how great it would be if everyone with an online tree took this much care with their work!

Why Use a Genealogy Document Tracker?

Take a look behind the spreadsheet and see how it can help your research.

I've written many times about my document tracker. It's an Excel spreadsheet I created 12 years ago to help me build my family tree.

The spreadsheet shows each genealogy document I have for any given person in my family tree. Take my great grandfather, Giovanni Sarracino, for example.

• To see which of his census records I had, I'd open the census folder on my computer.
• To see if I had his draft registrations cards, I'd open the draft cards folder.
• For immigration records, I'd open my immigration folder.

I could also look at the media files attached to him in Family Tree Maker. I display the images chronologically, so I'd have to browse them all to find a particular type of document.

Wouldn't it be easier to have an inventory of all his documents in one row of a spreadsheet? (Spoiler alert: It's much easier.)

The spreadsheet has a column for a person's name and a column for each major document type:

• birth
• baptism
• immigration or travel
• marriage
• naturalization
• census
• draft registration
• death
• burial
• passport application
• city directory

You may not want to track all those documents. I actually have very few baptism or burial records. I arranged the document types in chronological order, mostly. Your document tracker can have the headings you prefer, in whatever order you like.

In 12 years, I haven't regretted this document tracker for a minute.

An important feature for me is the last column: Need to find. This is a list of missing documents for each person. Let's look at my 1st cousin twice removed, Michele Sarracino as an example.

I don't know a lot about Michele, but I have his 1899 birth record from Italy. I also found him in the Bronx, New York, census in 1905, 1915, 1920, and 1925. Then he disappeared.

So I added his missing documents and major facts to his Need to find column:

• 1904 immigration (according to his 1920 census)
• 1910 census
• 1930 census
• 1940 census
• WW1 draft registration card
• WW2 draft registration card
• marriage?
• death

I can track his family members, but I don't even know if Michele married.

The Need to find column is the quickest way to see what's missing for any given relative. Let's see if some research can move some items to their proper columns.

In a search on Ancestry I saw a World War I draft registration card. It had a different spelling for his last name (Saracena), but it had his exact birth date: 29 Nov 1899.

The card shows his 1918 address on East 150th Street in the Bronx. That's right where my family lived. It lists his mother as Josephine, which matches my facts. And his signature looks like Saracino, which is how my family began to spell it several years later.

Thanks to his Italian birth record and the exact birth date, I knew this was my cousin.

As a bit of icing on the cake, Michele's draft registration describes his blue eyes and blond hair. I was teased as a child for being too light to really be an Italian-American. My Southern Italian 1st cousin twice removed proves what nonsense that was.

Now I can add this document to my family tree. I'll also remove WW1 draft registration card from his Need to find list and put WW2 (doc.) in his Draft column.

My 1st cousin twice removed: 
Babe Ruth's double!

It was a surprise to find naturalization papers when Michele was a grown man. Michele arrived in the USA as a 4-year-old child. I didn't think he'd have to naturalize. But he become a U.S. citizen in 1945—at age 45. His naturalization papers have a photograph of my cousin. And damn if he doesn't look exactly like Babe Ruth.

That gives me some new clues. Michele lived at the same address in 1925 and 1945. He should be there with family members in 1930 and 1940. I found his siblings, but Michele wasn't there.

Next I found his Social Security Death Index from 1965.

I learned that in 1935 and 1941 Michele was not married. And he had moved up in the world: a junkman in 1918, a laundry helper in 1920, a chauffeur in 1925, and in 1935, proprietor at an automobile sales agency.

I like to use my document tracker to guide my research on days when I don't have a specific goal in mind.

Some tips: To distinguish between document images and undocumented facts, I use different wording:

• (cert.) after the year means I have an image of the birth, marriage, or death certificate
• (doc.) after the year means I have an image of the ship manifest
• WW1 (doc.) or WW2 (doc.) in the Draft column means I have an image of the draft registration card
• (index) after a birth, death, or marriage year means I saw the fact listed in a government index. But I did not see the document.
• A year, all by itself, means I have evidence of the year, but no document to back it up. For example, my 3rd great grandfather Antonio Sarracino was born in 1799. I know this because he was 4 years old on a record written in 1803 documenting the members of his household. But I don't have his birth record.
• Abt. before a year means it's an estimate.
• When a document is currently unavailable, but may be available in the future, in the Need to find column I add:
  
  • out of range: birth
  • out of range: marriage
  • out of range: death

I don't add (doc.) after a census year because if I have the document, the year is there. If I don't, it's in the Need to find column. Do whatever is logical to you.

It's helpful to include a birth year in the document tracker, even if there is no document.

Today my family tree has 22,846 people, but my document tracker has 2,827. That means I have 20,000 people in my tree with no documents at all. That's because I have incredibly distant relatives in my tree. I don't always take the time to process and add all their vital records as I find them.

Create your own document tracker or download the sample I made for you. It has the columns filled in and one person as an example. Let me know if you have any questions.

And speaking of the document tracker:

• Track Your Genealogy Finds and Your Searches
• How to Make Your Genealogy Research More Complete
• Haven't I Seen You Before?