Tag Archives: Archives

The Personal Archive – a Valuable Asset

As Denise Levenick has so beautifully illustrated in her book, How to Archive Family Keepsakes, a good part of our family “stuff” is an historical record of our lives and those of our ancestors. Those of us who have taken on the challenge of preserving our family archives have worked hard to protect our treasures and to digitize them so they can be shared with others. Add to that the research, blog posts and family stories we have generated and our archives have even more value.

Thanks to our efforts, there is now a significant amount of personal historical artifacts in digital formats. Yes, there are a number of platforms that would like to “help” us organize and present this content in a manner that will also help them generate some revenue, but I’m surprised that universities and other archives have shown little interest. While local historical and genealogical societies would seem to be the logical starting point for building collections of personal archives, many have little knowledge or experience in the digital world and may not even be aware of the potential value their members’ collections offer. Even if they don’t have the expertise or budget to create and maintain a digital archive, they could negotiate a joint effort with a nearby university that could provide benefits to everyone.

I think it’s time to start lobbying our societies and local educational institutions to support our efforts to preserve our personal archives. Not only would it give family history more exposure but it could also become a real solution to what happens to our family archives after we are gone.

Protecting Your Digital World – Part 1

Whether you like it or not, a good part of your world is now digital and online. Even if you are still rooted in the paper world, most of the businesses and people associated with you have gone digital and your stuff is out there already. Most of us are taking advantage of the many digital tools and services today’s technology offers and getting huge benefits as a result. But, while we are enjoying the benefits, how many of us have plans in place to deal with disaster?

Yes, the digital apps, services and platforms you use have many security processes in place to protect the data they collect and store, but there are limits to how much security they can provide. Their biggest issue is often their customers. A bank can’t keep you from sharing your PIN with others and, if you use the same password for every online login account you have, someone hacking into your blog account now has access to your bank and every other online institution you use.

There’s more to protecting you digital world than just passwords. You need to protect your data from disasters (man-made and environmental) as well as criminals. Often, you also need to protect your data from yourself (we’ve all had those Delete . . . OH SHIT! moments). This article introduces the things you need to do to protect your digital world. Future articles will discuss specific issues, procedures and tools to help make it happen.

System Maintenance

The first thing you need to do is maintain your systems. Both your operating system and the apps you’ve installed on your computer are constantly being updated. These updates fix problems (called bugs) affecting the app’s performance and vulnerabilities that bad guys can use to hack into your computer. Be aware, too, that most software developers place limits on how long older operating systems and applications will be supported with updates. If your system is still running unsupported software, you are more vulnerable to attacks and other disasters.

Windows users will find the Windows Update applet in the Control Panel. This notifies you when there are updates to Windows and its associated apps (Internet Explorer, for example) but not your installed applications. Each of them has their own update system. The Windows Update app can be set to automatically check on a schedule you set and even go ahead and install any updates it finds.

The Mac App Store found on more recent Apple computers will automatically notify you of any updates to the operating system and any apps you’ve purchased through the store. Performing those updates takes just a tap on the Update button. Apps installed outside of the App Store will need to be checked and updated manually.

Don’t forget your portable devices either. Check your Android, iOS and Windows devices regularly and perform any required updates. Most devices require access to an app store to purchase software so updates will mostly be handled through your device’s store.

Antivirus Software

Have you installed antivirus software on your computer? Good! When did you last update your virus definitions? What definitions?

New malware is constantly being developed, but if your antivirus program doesn’t know the latest bad stuff exists, it can’t protect your system from it. In addition to keeping your software up-to-date, you need to be sure the virus definitions are updated regularly. Often, your antivirus app has settings to automatically check and install these updates, but it’s a good idea to regularly check to insure those things are happening. And, should you hear of some new virus spreading wildly, it won’t hurt to do a manual definition update to make sure your system is protected.

What does your antivirus application check? You have the ability to set when and where you want it to check for malware. I have mine set to check every email message I receive, every file downloaded to my computer and any file coming from an attached source (CD, memory card, external drive) when that source is connected to my system. In addition, I have it check my entire system weekly. I set that to happen overnight and leave my computer running so it doesn’t interfere with my work schedule. When you make changes to your system – like adding an external hard drive – check your settings on your antivirus software to make sure it’s being checked too.

Backups

One of the BIG advantage of a digital archive is that it is easy to duplicate. A family portrait is a one-of-a-kind treasure, but a high-quality digital photograph can be quickly and easily copied to any number of places. And, digital storage is a lot cheaper than physical storage. Don’t make just one copy of your digital archives – make multiple copies! Have a copy easily accessible on your computer, a backup on an external hard drive AND off-site backup. When editing a digital file – especially photos, graphics and video – make a copy of the original and work on the copy. These steps will protect you from human error, system crashes and environmental disasters such as fire, tornadoes or hurricanes.

There are apps already on your system that will perform simple backups – manual and automated. You may want a more sophisticated app – or even an online service that handles backups for you. Then, there are online platforms – like photo-sharing sites – that aren’t designed as backups but sure serve that purpose very well. Which system you choose will depend on your data, workflow and your budget.

Next . . . managing passwords and social media smarts.

Paperless

I stumbled onto the most amazing book this weekend – Paperless by David Sparks. This book shows you how to go paperless using Mac tools. (David also writes for MacWorld magazine.) Although it is designed to get your personal papers under control, it’s full of great ideas for family archivists too. It shows you how to capture, process and manage your digital documents and discusses the tools needed to make it all happen.

Almost as interesting as the book’s content is the book’s construction. The book was built using iBooks Author. There are two versions – the iPad version [$9.99] and a PDF version [$10.00]. Both “books” include more than an hour and a half of video and screencast demonstrations of the processes discussed in the book. With the iBooks version, those videos are viewed right in the book. On the PDF version, when you click on the screencast’s title image, the video pops up in your QuickTime player.

If you are a Mac user and want to learn how to better capture, digitize and manage your family history archive – not to mention your personal papers, this book tells you and shows you how to do it.

An Introduction to Markdown

Markdown is a standard for creating a plain text document that includes formatting identifiers. These “identifiers” are normal characters used to identify formatting options like italicization, hyperlinks or headings. This standard allows us to create very readable plain text documents while making it easy for that document to be converted into other formats like HTML or PDF. Why is this important? Since the early days of the digital age, plain text has been the one thing that has not changed. Word processing apps have come and gone. Do you have any early WordStar, WordPerfect or MS Word documents on your computer? Are they readable? If those documents had been saved as plain text, they would be.

Unfortunately, plain text is exactly that – plain. There are no font choices or even bolding available. That’s where markdown comes in. It uses plain text characters like asterisks and hash marks to identify formatting options. Here are some examples:

Hello *world*. In this example, the asterisks tell a markdown conversion app to italicize everything between them.

Hello **world**. Two asterisks will convert to bolded text.

#Introduction. The single hash mark at the beginning of a line will identify that line as a level-1 heading. A level-2 heading would begin with two hash marks and so on.

Even without conversion, plain text that includes markdown coding is still quite readable. It’s much easier to read than the same text with equivalent HTML tags. It’s the simplicity and readability of markdown that make it so interesting. Forty years from now, even if markdown gets forgotten over the decades, someone can open and read the plain text document that includes markdown code much easier than we can read this WordPerfect document that’s less than 20 years old.

Does this mean you need to dump your word processing app and go back to plain text? Not at all! Now that you’re aware of what markdown is, take a look at the apps you have to see if they provide markdown support. Right now you’ll find it in more Mac/iOS apps than Windows, but hopefully that will change soon. Apps like Day One – the journaling app for Mac and iOS – save journaling as plain text files using markdown for formatting. This means my Day One archives won’t have the readability issues found in that WordPerfect file – making it even more useful as a journaling platform. Other apps, like a growing number of note-taking apps for iOS, offer export to markdown options. This gives you the ability to create a notes archive that’s truly archival.

Is markdown the end-all/cure-all for archiving documents? No, but it’s sure a good start. If you’d like to learn more, DesignShack has created an impressive resource guide that includes markdown information, cheat sheets and supporting apps.

WeRelate: Sources

Genealogists have a love-hate relationship with sources. They are the key to documenting why we know what we know about a person, place or event. But, because there is so much minutiae involved in crafting the citation to any given source, this is a chore that often gets put off ’til later. As a result, sources seldom are documented correctly. WeRelate offers us a source database with more than a million sources already documented while providing a platform to build additional sources with minimal effort. Yes, it will take some time to become familiar with the system and how it works, but once you are comfortable using WeRelate’s source portals, you’ll find it an impressive tool for all your family research.

There are three main components in the WeRelate sourcing system:

  • Sources
  • MySources
  • Repositories

Sources and MySources only differ by a matter of degree. A Source is of general interest to the WeRelate community while a MySource is much more limited. For example, the probate records for Chattooga County, Georgia from 1856 to 1924, would be a Source and the Last Will and Testament for John Thomas Barker of Chattooga County, Georgia, would be a MySource. As I see it, MySources are more likely to be privately held documents like wills, letters, journals, family Bibles and such.

Repositories are places where you will find the source’s information and you will find there are often multiple repositories for any given source. In my probate records example, you will likely find the original records at the county courthouse. There may also be transcriptions, microfilmed copies, digitized copies and even searchable databases containing those records. The Repository page is where each of these locations are listed.

Each Source, MySource and Repository gets its own page in WeRelate. Why? Because it gives us the opportunity to document so much more than just the citation information. A Repository page can include location, contacts, hours of operation, web site, costs and other useful information. Source pages can document issues related to the source like misspelled names or missing sections. MySources could include scanned copies of the original document and background related to the event or fact it supports. And, because you have the entire WeRelate community building these pages, the results are quite impressive. Take a look at the Repository page for the Allen County Public Library. On a much smaller scale, but still quite useful, is the page for the St. Augustine Historical Society. If you belong to a genealogy or historical society, check to see if your group has a repository page. If not, create one with the basic information. If there is one and you can provide additional information, go ahead and do that. Every little bit helps!

Creating Source and Repository Pages

Before you jump in to create a source, take a look to see if it isn’t already there. There’s a very good tutorial for Searching for Sources to help you get started.

WeRelate Source Search

Here, I’m looking for Robert Baker’s history of Chattooga County, Georgia, and I see that it’s already in the WeRelate Source collection. When I look at the Source page, I notice that the only repository listed is the Family History Library. I do know that there are copies in both public libraries in Chattooga County, so, after checking to see if there’s a page for the Chattooga County Public Library [there isn't], I’m going to create a Repository page for the library and then add it to this Source page.

Add a Repository

Choose Repository from the Add menu, enter the name of the Repository you will be adding, then click the Add Page button.

Edit Repository page

After filling in the Repository information form, I used the text area to provide additional details about each branch. Once that’s done, I save the page. Now, I’m ready to go back to the Source page and add this repository to it.

Source Form

Here is the Source form for Baker’s history. I noticed the issue date for the book was wrong, so I’ve changed that. Now, I just click on the Add Repository link at the bottom of the form to display the form information to be entered.

Add Repository form

Notice that as I start typing the name of my Repository, WeRelate presents me with a list of existing repository pages – including my library page. I just select it, enter the URL to the WeRelate Repository page I just created and select the repository type from the drop-down selector. All that’s left is to save this Source page.

Updated source

Now let’s look at creating a new Source page from scratch. First, choose the appropriate source type (Source or MySource) from the Add menu. The example below shows the first screen presented for a Source page.

Add Source

Notice that this screen also gives you lots of helpful information for setting up your source. At the bottom left is discussion on the differences between a Source and MySource page. On the bottom right is information on the types of Source pages you can create. The fields in the Add Source form have instructional information too. Follow these instructions and you’re on your way. Click the Add Page button, double-check the presented search results to insure your source isn’t already there, then click Add Page again.

Newspaper Source Form

The data fields included in a Source page will differ depending on the source type. Compare the simple form for a newspaper shown here with the more complex form in the earlier book source. After completing the form and adding any repositories, all I need to do is save this source.

Yes, adding source and repository pages will take a bit of time, but let me give you some incentive. First, as more and more sources are added to WeRelate, it becomes the genealogical equivalent of WorldCat and the ultimate bibliography. I find it a lot easier to link to a Source page at WeRelate when blogging family stories. When a reader follows that link, not only will she find the citation information, but repositories where the original source document can be found and any notes or supplemental information about it. And, because it’s a lot easier to link to the Source page, I’m more likely to include source information with my stories. In my opinion, everybody wins!

What else can you do with WeRelate Sources? Have you digitized your personal collection of family records? Why not use MySources to index your collection – and possibly attach a copy of the digital document. I’ve created a MySource for my Barker Family Bible with surnames, locations, transcriptions and copies of the original. If that’s not a magnet for finding a research cousin, nothing is.

One final note. WeRelate pages are indexed every night. When you add new pages or update existing ones, those pages are visible immediately but the search engine won’t pick it up until the next index operation is completed. So, don’t expect any research cousins to come knocking right away – at least not until tomorrow.

Next week we’ll take on the family tree and importing GEDCOM records. See you then!