Hoarder to Order Part III: Prepare to Rescue

Hoarder to Order Part III: Prepare to Rescue

Kindex Co-founder Cathy Gilmore presented “Hoarder to Order: a Step-by-Step Family Record Rescue” at RootsTech 2018. This presentation examines why records are at risk, discusses obstacles to family record preservation, and gives a step-by-step overview of how record-keepers can rescue their family records. We will be sharing excerpts from her presentation on the Kindex blog.  

Part I: Am I my Brothers (Record) Keeper?

Part II: A Family Record Risk Assessment


Now that we’ve discussed the important role of record-keepers, and what risk factors help us prioritize our record rescue, we are finally ready to begin a record rescue in earnest. Put very broadly, here are the basic steps of the record rescue.

Before a single record is gathered, scanned, or indexed, we must prepare for the rescue by asking a few important questions. The first: What is your Why?

Establishing your “why” is a crucial step, because it’s a reason you will turn to again and again. Record rescuers will face countless challenges, face adversity, and experience burnout (and that’s just the first week!). Your “why”” will inspire you and others stay focused on the goal more than a “what” ever could.

Knowing your “why” will help you visualize what you want to have happen as a result of your record rescue. Your “why” can be specific or broad, tangible or intangible. Here are some examples:

  • “I want my family to know who my grandmother was”
  • “I want to ensure my Great-Grandfather’s influence will be felt for generations”
  • “I want to help future researchers and historians”
  • “I want my father to be remembered”
  • “I want to change the hearts of my family”
 


Now that you’re thinking about your “why”, let’s also think about the “what”. The “what” is the scope of your record rescue. Your scope should answer these questions:

Who?    Which?    What?    When?

In other words:

  • Whose records are we rescuing?
  • Which records are included?
  • What are we doing to the records?
  • When will we complete it?

For example:

  • We are scanning grandma’s love letters by Christmas! (not photos, not greeting cards, not family letters)
  • We are gathering all of the family records pertaining to Aunt Betty before she moves into her new home.

Advice on Scope

  1. Start small. You wouldn’t climb a mountain pulling a mountain of 15 boxes, but you could take a backpack. That’s actually a good rule of thumb: can you fit your record rescue in a backpack? If the answer is no, consider paring down the scope into something with reasonable, reachable boundaries.
  2. If possible, separate records based on record type. For example, rescuing grandma and grandpa’s love letters is easier when you don’t include t photos, slides, and diaries. The more record types you have, the more complex your project will be, especially during the scanning and preservation stages.
  3. Show success early and often. Keep your family engaged in the rescue by updating them on your progress and sharing records on social media.

 

In addition to knowing our “why” and “what”, there is one more step in our record rescue preparation: enlisting help. Stay tuned for our next installment where we discuss ways to engage your family in the rescue.

September Software Update for Archive Owners

September Software Update for Archive Owners

Here’s what we’ve been up to this September to improve your Kindex experience.

New Kindex Content & Features

We updated our Featured Archive Page to contain links to help Kindexers get started, upgrade their plan, and learn more about our featured archives. We also fixed issues that were causing the Featured Archive page to load slowly.

New Transcription Paste Feature

We upgraded our transcription field to allow indexers to paste in text directly from Word, Excel, Google Docs, and Google Sheets. Content from spreadsheets will automatically convert to a table within the transcription editor.

Bug Fixes

  1. Resolved issue with content loading into an upgrade modal
  2. Resolved issue with new users receiving a blank Welcome Email
  3. Fixed FamilySearch Memory Import function

Known Issues

There have been isolated instances of Kindex Rewards credit not being appropriately applied. Please contact us if you have experienced this.

Tagging Features. We will be making some enhancements to our tagging features, including person list editing and tagging. In order to implement these updates, we will be temporarily removing access to our tagging tool beginning on August 1, 2018, and restored as soon as the features are up and running.

Record Uploads. A small number of users have experienced errors when uploading large batches of records. This can occur when a user navigates away from their Kindex screen during the upload process. Users can avoid this issue by staying on the same screen during record uploads. We will advise when this bug is fixed.

Kindex Plan Migration

We are in the final stages of migrating all Freemium users to our new plans. To retain their archives, users must upgrade to our Cloud or Closet plans. Or, they may downgrade to a Kindexer plan, which does not include a personal archive. Users wishing to temporarily deactivate their archive should downgrade to Kindexer.

Archive Deactivation. Archive owners may now deactivate their archives by downgrading to a Kindexer plan. When a user downgrades to Kindexer, their archive is inactive and unavailable to the archive owner and its collaborators. The archive can be reactivated by changing the user plan to a Closet or Cloud Archive plan. After the upgrade to Cloud or Closet, archive access is restored. Learn more.

Account Migration to new Plans. Kindex Account migration is currently underway. All “Freemium” users will now see a popup after login that directs them to update their archive plan. Users must update to Kindexer, Cloud, or Closet Plans by July 31, 2018.
Learn more about account migration. 

Learn more about our new Cloud and Closet plans
.

How Can We Help?

Is there a feature you would like to see? Are you experiencing a bug? Do you need support or traning? Let us know how we can help!

New Kindex Archive Plans

CLOUD PUBLIC ARCHIVE
Share & Index Publicly
Unlimited records
Unlimited Collaborators
$5
/MONTH
$0/month with Kindex Rewards
CLOSET PRIVATE ARCHIVE
Invite-only
Unlimited records
Unlimited collaborators
$10
/MONTH
$5/month with Kindex Rewards
ARCHIVE JUMP START
Get a searchable archive fast with a custom scanning & archive bundle!
Starts at
$199
1-Year Cloud or Closet Archive
+ Scanning

Rescue Your Records

Make your records accessible and searchable with Kindex archival software. Whether you are a family, organization, or society, you can gather, index, and search your letters, journals, photos, and other documents in a private or public archive.

Earn Rewards

You deserve some credit for rescuing records! For every 20 records indexed indexing in your Kindex archive, you’ll get a $5 credit toward your next month’s subscription. That means your Kindex archive could be FREE! Learn more

Kindex Archive Features

CLOUD ARCHIVE CLOSET ARCHIVE
Privacy Public Private
Searchable and accessible via search engines Yes No
Archive search Anyone Owners & Collaborators
Indexing Owners, Collaborators, and Guests
(Guests: Kindexer/Cloud/Closet account)
Owners & Collaborators
Adding records Owners & Collaborators Owners & Collaborators
Deleting records Owners Owners
Single record downloads Owners, Collaborators, and Guests Owners & Collaborators
Public archive links to single records Yes Yes
Custom subdomain Yes
Archive size Unlimited records (JPG, PNG, PDF under 15MB)
Collaborators Unlimited
Record metadata Yes
 Batch record metadata Yes
Batch record uploads Yes
Record transcription Yes
Record tagging Yes
Crowdsourced transcription Yes
Print record to PDF Yes
Searchable transcription and metadata Yes
Support and Training Free

Hoarder to Order Part II: A Family Record Risk Assessment

Hoarder to Order Part II: A Family Record Risk Assessment

Kindex Co-founder Cathy Gilmore presented “Hoarder to Order: a Step-by-Step Family Record Rescue” at RootsTech 2018. This presentation examines why records are at risk, discusses obstacles to family record preservation, and gives a step-by-step overview of how record-keepers can rescue their family records. We will be sharing excerpts from her presentation on the Kindex blog.  


In Part I of our Hoarder to Order series, we asked “Am I my Brothers (Record) Keeper?” and discussed the imporant role of family record rescuers. If you are one of those heroes committed to rescuing records, it may be difficult to know where to start. Knowing the risks that face family records helps us prioritize and understand what it means to truly rescue a record. Let’s start by stating the risks, identifying reasons why this happens, and how we can help.

Risk #1: Permanent Record Loss

Risk Factors

Result

How We Rescue

Death Downsizing Relocation Record owner has mental or physical challenges Records are thrown out Take an inventory of family records to know who has what

Let’s start with every record-keeper’s biggest nightmare right out of the gate: Records get thrown away. This risk is at its greatest when a family member dies, moves, or is purging their belongings.  The presence of mental or physical challenges can often prevent record owners knowing how to keep and care for records. As a record rescuer, your job is to discover who has what records through conducting a basic inventory. Conducting a family record inventory is the first, crucial step in a record rescue. But what are the remaining risks?

Risk #2: Temporary Record Loss

Risk Factors

Result

How We Rescue

Changes of record ownership (records passed down through generations) Hoarding, disorganization Records are lost or misplaced Update inventory & gather records (where possible)

If you’ve kept your family record inventory updated, and gathered records (where possible) to prevent record loss, well done! But what are the remaining risks?

Risk #3: Record Damage

Risk Factors

Result

How We Rescue

Records exist in original state only (not scanned or digitized) Improper storage or handling Records are exposed to, or at high risk for natural disaster (fire, flood, etc.) Records are damaged Digitize records and ensure physcial reocrds are properly stored

So you’ve done an inventory, gathered records to prevent record loss, and digitized your records. Great! Is your job done? What are the remaining risks?

Risk #4: Inaccessible records

Risk Factors

Result

How We Rescue

Records scattered among multiple owners Single owner, “Silo mentality” Donated with restrictions Records can’t be accessed Share digitized records on common platform

Most responsible record-keepers have digitized their records. But how accessible are they? Do you work in a silo? How do other family members know your records exist?

If uou’ve kept your records, know where they are, scanned them, and made them accessible, are there any other risks? We’ve learned that making records accessible is not the end of the line. If your family cannot easily connect to and share records, there will be a record disconnect.

Risk #5: Record disconnect

Risk Factors

Result

How We Rescue

Unindexed records

Records that seem irrelevant, unimportant

Records in unsearchable, undiscoverable databases

Records that are handwritten or hard to read Difficulty extracting meaningful stories

Records Disconnect

Transform your records in ways that make them shareable and connectable.

Make records completely searchable Provide a platform for simple record engagement and research

What is record disconnect, and why is it a risk? Because no matter how much work you put into gathering, digitizing and sharing records, if your family can’t connect with them in a meaningful way, they will remain unimportant and therefore at risk of being perpetuated. When is a record truly considered rescued? When it’s accessible, searchable, and relevant to your family.

How at risk are your family records?

In reviewing risk factors for family records, have you identified what records are most at risk in your family? Do you have an elderly family member reputed to have many family records. Is someone in your family preparing to downsize? Being aware of family situations helps us prioritize an overwhelming task by beginning where the need is most urgent. Stay tuned for Part III of our Hoarder to Order series, we will start our record rescue in earnest with record inventory and gathering.    

July Software Update for Archive Owners

July Software Update for Archive Owners

Here’s what we’ve been up to this summer to improve your Kindex experience.

 

New Support Pages Now Available

New Kindex Features

Archive Deactivation. Archive owners may now deactivate their archives by downgrading to a Kindexer plan. When a user downgrades to Kindexer, their archive is inactive and unavailable to the archive owner and its collaborators. The archive can be reactivated by changing the user plan to a Closet or Cloud Archive plan. After the upgrade to Cloud or Closet, archive access is restored. Learn more.

Account Migration to new Plans. Kindex Account migration is currently underway. All “Freemium” users will now see a popup after login that directs them to update their archive plan. Users must update to Kindexer, Cloud, or Closet Plans by July 31, 2018.
Learn more about account migration. 

Learn more about our new Cloud and Closet plans
.

Software Changes

  1. Kindexers invited to collaborate on other archives will be directed to the archive they are collaborating in after login. Previous behavior directed collaborators to the Featured Archives page after login.
  2. Changes in transcription status (in progress or complete) will now activate the Save button to ensure changes to record transcription status will be saved.
  3. New user support for account downgrades (Freemium, Cloud, or Closet downgrading to Kindexer), including new instructions for account downgrades, account change email confirmations, and instructions for archive reactivation.
  4. New user support for account cancellations, including new instructions for account cancellations, account cancellation email confirmation, and guidelines for account reactivation.

Bug Fixes

  1. Fixed a bug that prevented users from accessing Manage Archive tool
  2. Fixed a bug that prevented users from earning appropriate Kindex Rewards credit.
  3. Fixed a bug that temporarily prevented access to transcription page.
  4. Fixed a bug that prevented archive owners from removing collaborators
  5. Fixed a bug that errantly asked paying users to provide another method of payment.

Tagging Features. We will be making some enhancements to our tagging features, including person list editing and tagging. In order to implement these updates, we will be temporarily removing access to our tagging tool beginning on August 1, 2018, and restored as soon as the features are up and running.

Record Uploads. A small number of users have experienced errors when uploading large batches of records. This can occur when a user navigates away from their Kindex screen during the upload process. Users can avoid this issue by staying on the same screen during record uploads. We will advise when this bug is fixed.

How Can We Help?

Is there a feature you would like to see? Are you experiencing a bug? Do you need support or traning? Let us know how we can help!

New Kindex Archive Plans

CLOUD PUBLIC ARCHIVE
Share & Index Publicly
Unlimited records
Unlimited Collaborators
$5
/MONTH
$0/month with Kindex Rewards
CLOSET PRIVATE ARCHIVE
Invite-only
Unlimited records
Unlimited collaborators
$10
/MONTH
$5/month with Kindex Rewards
ARCHIVE JUMP START
Get a searchable archive fast with a custom scanning & archive bundle!
Starts at
$199
1-Year Cloud or Closet Archive
+ Scanning

Rescue Your Records

Make your records accessible and searchable with Kindex archival software. Whether you are a family, organization, or society, you can gather, index, and search your letters, journals, photos, and other documents in a private or public archive.

Earn Rewards

You deserve some credit for rescuing records! For every 20 records indexed indexing in your Kindex archive, you’ll get a $5 credit toward your next month’s subscription. That means your Kindex archive could be FREE! Learn more

Kindex Archive Features

CLOUD ARCHIVE CLOSET ARCHIVE
Privacy Public Private
Searchable and accessible via search engines Yes No
Archive search Anyone Owners & Collaborators
Indexing Owners, Collaborators, and Guests
(Guests: Kindexer/Cloud/Closet account)
Owners & Collaborators
Adding records Owners & Collaborators Owners & Collaborators
Deleting records Owners Owners
Single record downloads Owners, Collaborators, and Guests Owners & Collaborators
Public archive links to single records Yes Yes
Custom subdomain Yes
Archive size Unlimited records (JPG, PNG, PDF under 15MB)
Collaborators Unlimited
Record metadata Yes
 Batch record metadata Yes
Batch record uploads Yes
Record transcription Yes
Record tagging Yes
Crowdsourced transcription Yes
Print record to PDF Yes
Searchable transcription and metadata Yes
Support and Training Free

May Software Update for Archive Owners

May Software Update for Archive Owners

It’s been a busy spring at Kindex! Here’s what we’ve been up to.

 

New Help Guides Now Available

New Kindex Archive Plans

This spring we officially released new archive plans for Kindex. Learn more about our new Cloud and Closet plans.

NoteIf you signed up for a “Unlimited + Collaborative” Kindex archive before February 28, 2018, there is no need to update your archive plan until your subscription renews. On or near your renewal date, owners with private archives will be updated to the Closet Archive plan, and owners with public archives will be updated to the Cloud Archive plan. 

Kindex Rewards

We released a new Rewards program to as a great incentive you keep indexing and reaching your goal of a searchable archive. Have you earned your reward this month? For every 20 records indexed in your Kindex archive, you’ll get a $5 credit toward your next month’s subscription. Rewards apply to Cloud and Closet archive owners only. Learn more about Kindex Rewards.

Software Notes

Please note the following information regarding Kindex software:

Saving Transcription Status. In order to ensure your transcription status is saved, please save your work after changing indexing from “in progress” to “Complete”. It may be necessary, make a small edit (or add a space) in your transcription to activate the Save button. We will be updating this feature to ensure that the change in transcription status is auto-saved. 

Tagging Features. We will be making some enhancements to our tagging features, including person list editing and tagging. In order to implement these updates, we will be temporarily removing access to our tagging tool beginning on June 1, 2018, and restored as soon as the features are up and running.

Record Uploads. A small number of users have experienced errors when uploading large batches of records. This can occur when a user navigates away from their Kindex screen during the upload process. Users can avoid this issue by staying on the same screen during record uploads. We will advise when this bug is fixed.

How Can We Help?

Is there a feature you would like to see? Are you experiencing a bug? Do you need support or traning? Let us know how we can help!

 

New Kindex Archive Plans

CLOUD PUBLIC ARCHIVE
Share & Index Publicly
Unlimited records
Unlimited Collaborators
$5
/MONTH
$0/month with Kindex Rewards
CLOSET PRIVATE ARCHIVE
Invite-only
Unlimited records
Unlimited collaborators
$10
/MONTH
$5/month with Kindex Rewards
ARCHIVE JUMP START
Get a searchable archive fast with a custom scanning & archive bundle!
Starts at
$199
1-Year Cloud or Closet Archive
+ Scanning

Rescue Your Records

Make your records accessible and searchable with Kindex archival software. Whether you are a family, organization, or society, you can gather, index, and search your letters, journals, photos, and other documents in a private or public archive.

Earn Rewards

You deserve some credit for rescuing records! For every 20 records indexed indexing in your Kindex archive, you’ll get a $5 credit toward your next month’s subscription. That means your Kindex archive could be FREE! Learn more

Kindex Archive Features

  CLOUD ARCHIVE CLOSET ARCHIVE
Privacy Public Private
Searchable and accessible via search engines Yes No
Archive search Anyone Owners & Collaborators
Indexing Owners, Collaborators, and Guests
(Guests: Kindexer/Cloud/Closet account)
Owners & Collaborators
Adding records Owners & Collaborators Owners & Collaborators
Deleting records Owners Owners
Single record downloads Owners, Collaborators, and Guests Owners & Collaborators
Public archive links to single records Yes Yes
Custom subdomain Yes
Archive size Unlimited records (JPG, PNG, PDF under 15MB)
Collaborators Unlimited
Record metadata Yes
 Batch record metadata Yes
Batch record uploads Yes
Record transcription Yes
Record tagging Yes
Crowdsourced transcription Yes
Print record to PDF Yes
Searchable transcription and metadata Yes
Support and Training Free

Time to Jump In! Announcing New Kindex Archive Plans

Time to Jump In! Announcing New Kindex Archive Plans

Spend Less. Get More.

We are excited to annouce new archive plans with pricing we think you’ll love. Full-featured archival software,
unlimited records and collaborators, and built-in indexing tools for less than the price of a value meal? Yes please!

CLOUD PUBLIC ARCHIVE

Share & Index Publicly
Unlimited records
Unlimited Collaborators

$5

/MONTH
$0/month with Kindex Rewards

CLOSET PRIVATE ARCHIVE

Invite-only
Unlimited records
Unlimited collaborators

$10

/MONTH
$5/month with Kindex Rewards

ARCHIVE JUMP START

Get a searchable archive fast with a custom scanning & archive bundle!

Starts at

$199

1-Year Cloud or Closet Archive
+ Scanning

Rescue Your Records

Make your records accessible and searchable with Kindex archival software. Whether you are a family, organization, or society, you can gather, index, and search your letters, journals, photos, and other documents in a private or public archive.

Earn Rewards

You deserve some credit for rescuing records! For every 20 records indexed indexing in your Kindex archive, you’ll get a $5 credit toward your next month’s subscription. That means your Kindex archive could be FREE! Learn more

Kindex Archive Features

  CLOUD ARCHIVE CLOSET ARCHIVE
Privacy Public Private
Searchable and accessible via search engines Yes No
Archive search Anyone Owners & Collaborators
Indexing Owners, Collaborators, and Guests
(Guests: Kindexer/Cloud/Closet account)
Owners & Collaborators
Adding records Owners & Collaborators Owners & Collaborators
Deleting records Owners Owners
Single record downloads Owners, Collaborators, and Guests Owners & Collaborators
Public archive links to single records Yes Yes
Custom subdomain Yes
Archive size Unlimited records (JPG, PNG, PDF under 15MB)
Collaborators Unlimited
Record metadata Yes
 Batch record metadata Yes
Batch record uploads Yes
Record transcription Yes
Record tagging Yes
Crowdsourced transcription Yes
Print record to PDF Yes
Searchable transcription and metadata Yes
Support and Training Free