Archive for ‘Paper Organizing’ Category

Posted on: October 21st, 2024 by Julie Bestry | 10 Comments

Last week, in How to Collect, Organize, and Preserve Family Memories and History (Part 1) — The Questions we looked at why you might want to collect family memories and stories.

It’s easy to think that it’s all about “genealogy,” which can seem like a dry topic to those who haven’t delved into wacky and wondrous family stories. But we saw how embracing family history can do more than clarify what’s happening in family photos (or make those strangers in black-and-white come alive and feel more three-dimensional). Family stories can help tether us to a genetic continuum and weave us into a tapestry going back generations and extending broadly across time and locations.

For example, when I started my business, I felt like I was adrift, the first person to really “start” a business. When asked for her profession, Paper Mommy usually puts down “part-time brain surgeon” for fun, and while motherhood is an intellectual and physical triumph, it doesn’t ecacly bring in the Benjamins. My father was an attorney and judge, but in the late 1940s, he joined an already existing practice.

But focusing on those stories I told you last week, I can place myself along a continuum of business owners: my material great-grandfather owned his own bakery (with my great-grandmother, who ran it); my paternal grandfather, who co-owned a tailors’ notions shop; my maternal grandfather, who traded in scrap metal (though decommissioned battleships seem more grandiose than “scrap” would imply).  

Last week’s post also detailed a wide variety of questions to help get conversations started about family history and memories. We know that some people (and some generations) find it hard to talk about themselves, so it’s no surprise their children don’t ask questions; they don’t realize there’s anything to ask! Hopefully, the prompts I provided last week will give you a starting point to talk with your family about the rich tapestry of their lives.

But what will you do with these stories once you’ve gathered them, and how will you preserve them for future generations?

HOW TO CAPTURE MEMORIES AND STORIES — THE BASICS

Capturing your loved ones’ stories can be as simple or as robust as you choose, and you don’t necessarily have to invest in apps or platforms in order to create a record of someone’s legacy. 

Take notes

Start with the basics. If you just want to make sure you get the details of what happened, you could take notes as your Grandpa tells his stories.

Scribbling notes by hand can be more surreptitious; even though we know that taking notes on our phones or computers is more efficient, and putting them into Evernote or even a Google doc will come easily, typing while they’re talking may seem dismissive to older folks. (Don’t we all feel like our doctors aren’t paying attention to us when they stay buried in their computers, tapping away as we describe our ills?)

There are only slightly more complex technological options that, once they are set up, allow you to interact more freely and naturally.

Capture your conversation with audio

The voice memo function on your phone or computer is a good choice when you’re in the middle of cooking or traveling and your relative surprises you by telling a story. You can quickly record them without missing a detail.

On iPhone, use the robust Voice Memo app. (It’s in your utilities folder, but for easier access, put it on your home screen.) On Android, use the built-in Sound Recorder app or download any of a variety of free or paid audio apps.

Shoot video of family stories

Using video adds even more color to a family story than just audio, but capturing it can be touchy. The last thing you want is for your Auntie to feel like the paparazzi are sticking cameras in her face, and you don’t want her to be focused on how she looks. 

GenZ, Gen A, and younger millennials use their phones as if they are extensions of their fingers. Depending on your age and experience, you may be all-thumbs or quite adept at shooting video with your phone. The more easily you grab your phone and unobtrusively focus and hold it still, the more at ease Great-Grandma will be at telling her story of how she came to America.

If you can turn on your phone, set it up to stay steady, and give all of your attention to the narrative, everything will go more smoothly. Otherwise, develop a shorthand with your teen or tween, so while they play cinematographer, it lets you take the role of interviewer.

Set up a remote video call

The above options work great if you’re taking advantage of serendipity and spontaneously capturing a relative telling a story. But if you want to plan to capture memories, you’ll need to add some structure.

One good option is setting up Zoom, or any similar remote video service, and starting a conversation that way. There are a view key issues to consider:

  • Ease of use — The basics of Zoom aren’t difficult; Paper Mommy is 88, and like most people, she took to using Zoom during the pandemic. But the email invitations, with the myriad links and phone numbers, can be overwhelming to users of all ages. When you set up a call, make sure that your interviewee(s) have as little confusion as possible; pare down the instructions to the absolute essentials or do it when someone in the family or a friend can help them set up. Nobody is at their storytelling best after thirty minutes of fighting their technology.
  • Preparation vs. capturing lightning in a bottle — You know your family members. Some might freeze up if they’re asked questions; if their Nervous Nellies, send them at least a few of the prompting questions a day or two in advance. Other folks work best when they are spontaneous. You’ll need different methods for different family members.
  • Recording — Pick a robust video platform option that allows you to record the call and access the file quickly and easily.
  • Screen-sharing and other features — If you want to use photos to help prompt someone’s recall, make sure your video platform has a screen-sharing function, and set up the photos in a folder or slide-show, so you aren’t so distracted by the fiddly stuff that you break up the flow of your storyteller’s narrative.

You can work your way through the prompt questions I provided last week, but be sure you leave space for them to go off on tangents and surprise and delight you with unexpected tales!

Incorporate family photos into their stories

If you are handy with DIY, there are online companies where you can combine photos and text (like family stories) into a photo book (or a series of them). Popular sites include:

  • Shutterfly — Browse from a collection of templates, select one, and upload your photos in JPEG format) into the pre-selected slots. Then add text, design elements, and other customizations. Shutterfly also has a free 24-hour designer service. 
  • Mixbook — Customize the design complexity and apply styles and themes.
  • Google Photos — With prices starting at $14.99, you can customize hardcover or softcover book with custom captions, text, and collages on any page.

The above options help preserve visuals, but offer limited space for narratives.


These snaps of Paper Mommy and my sister illustrates just one of a several family stories regarding my mother doing our hair. Here, Paper Mommy zealously, lopsidedly cutg my sister’s bangs. Luckily, there are no photos of the day I was sent out into the world with pink hair-setting tape still in my hair.


However, if you’d prefer a more white glove service rather than fighting with online settings, consider something like Jiffy Page‘s Pixorium. I’ve worked with clients to help them pare down their photos and then hand them off to Pixorium to scan and preserve digitally. They do a stellar job, but where they really shine is in helping develop custom story books.

Pixorium doesn’t just help preserve photos and make story books. Jiffy’s people are storytellers. Bring your photos, tell your story, even provide a manuscript of family history. Pixorium will listen, ask questions, and create a book that respects and reflects your family’s legacy. (Be sure to check out Pixorium’s YouTube page for great photo and legacy advice.)

Explore creative options for collecting family memories

The above options are more familiar, straightforward approaches to getting your family to tell stories and capture them, but if your family is up for some adventure, try something atypical.

This summer, I was intrigued by Perfect Pixel Moment‘s blog post on Medium, 12 New Ways to Preserve Family Memories, which included ideas like creating a family podcast series, developing a family blog, producing multi-generational family cooking videos, and more. Check it out.

What to do with what you collect

What you do with the notes, audios, and videos you capture is up to you. As with tangible organizing, you have to sort, merge, and edit your specific categories before organizing things into final form.

Whether you share raw footage or edit everything into a meaningful presentation, a documentary, or private YouTube channel is your choice. For now, focus on gathering and preserving the information while your storytellers are with you and up to the task of narrating their rich histories.

PLATFORMS FOR CAPTURING FAMILY MEMORIES IN BOOK FORM

There a huge number of services and apps designed to help you collect, organize, preserve, and share your family’s memories. The rest of this post explores just a few.

Storyworth

Storyworth is a subscription-based service. You select a weekly email prompt from the database of hundreds of “tell me about your life” questions. Your recipients respond with their own emails.

Unlike the broad, overarching prompts I suggested in last week’s post, Storyworth’s questions are more pointed and varied, including, “Can you sing your favorite lullaby?” and “What is one of your greatest fears?” (You can also edit the suggested questions or use your own.) 

Stories are private by default and available to download by only authorized family members. At the end of the year, the responses to the prompts are bound into a book.

A standard package includes a year’s worth of weekly story prompts to help you interview one “storyteller,” online access for an unlimited number of family members (as authorized by you), and one 6″ x 9″ hardcover book with a black & white interior and a full color cover.

You can’t apply any of your own formatting, change fonts, etc., but the books can include photos. (The storyteller attaches photos to their email responses.) Once the responses are submitted, you and/or the storyteller can log in and edit responses and add captions to the photos, though some online reviews have mentioned the editing process can be finicky. 

Extra books can be ordered, as follows:

  • $39: Black and white interior, up to 480 pages
  • $79: Color books, up to 300 pages
  • $99: Color books above 300 pages, up to 480 pages

If you purchase multiple subscription packages, you can opt to blend multiple family members’ stories into one book.

A package is $99 for a year, with domestic shipping included.

Founded by Nick Baum to capture his father’s stories, Storyworth is independent and family-owned, and has been in business for over a decade. 

Storyworth is best suited for a loved one who is comfortable with technology, in good enough health to read on-screen prompts and reply on their own, and eager enough to overcome procrastination or inertia and respond to a weekly email.

You know your relatives best. Will they feel like this is homework to slog through or an opportunity to shine?

Because stories are captured in print form (even with photos), they lack the vividness of platforms with audio and/or video. However, history tells us that print books will always be accessible, while digital A/V formats quickly become obsolete.

My Life In a Book

A similar biographical approach is offered by My Life in a Book, with questions selected from a database (though you can create your own questions to reflect the uniqueness of your relatives’ experiences).

Prompts come to your recipient via email, and replies are returned similarly, though there is a voice-to-text option, which allows someone to narrate stories directly into the online system.

Additionally, unlike the weekly flow of Storyworth, My Life in a Book allows you to customize the frequency of the arrival of the questions. Chatty Cathy can get them faster; Silent Sam can be asked less often.

This platform has a more structured biographical approach, with themes for the books:

  • Preserving Memories fits the theme of tracking the lives of parents and grandparents
  • Baby’s First Moments preserves important memories for new parents
  • The Story of Us helps couples track their lives together
  • I’m Writing a Book About You lets you create a book for and about a special loved one

My Life in a Book offers collaborative editing, so both the storyteller and any family members with access can help edit responses and even add photographs. You can also get real-time notifications to update you when your loved one has responded.

Users have input into the final book, including selecting from a variety of cover designs, choosing from a palette of color themes, and choosing different cover font text (but not interior fonts). Depending on the selected style, you may either select a pre-designed image or use a custom photo.

My Life in a Book is also $99, and shipping of books is free domestically and to Canada, UK, Australia, and New Zealand; there are shipping fees to other countries. Upgrades (at additional cost) include audiobook versions, additional print copies, and gift boxes for print books.

Remento

Remento is a worth considering if your loved one might feel more comfortable narrating a story rather than typing it.

There are still weekly prompts (which can include user-provided photo prompts), but the storyteller speaks the response into the system using a smartphone or computer; there are no logins or downloads, and reviewers report that it only requires a few clicks to get started.

Remento records and transcribes the recordings into stories printed as hardcover books.

Additionally, the books are printed with QR codes, which, when scanned, play the original recording used to write the chapters. Thus, future generations not only get the book, but get to hear the voice of the storyteller (at least as long as Remento is in business).

Remento uses artificial intelligence. Once the narration is recorded, you get to choose your preferred writing style (first-person, third-person, or transcript). From there, Remento’s Speech-to-Story™ AI technology turns your storyteller’s voice into a polished, edited written narrative. You can also customize the book’s title, color, and cover photo.

Remento is currently priced at $99, for which you get unlimited prompts and recordings, unlimited collaborators, and one premium, color-printed book. (If you subscribe to their mailing list at the bottom of the front page and are willing to get updates and notifications for sales and giveaways, you get $10 off.)

Remento is a little more focused on the journey (involving the whole family in encouraging responses to the prompts) than the destination (creating a book). All authorized family members can collaborate, watch the recordings as they’re submitted, send reactions to what’s been created (thereby providing the family storyteller with positive feedback), and select new prompts for future use. 

As with the above options, your loved one will still need to keep up with prompts to get value, but the easy audio interface may make the experience more inviting than having to reply in writing.

Getting reactions on each uploaded story may be a positive experience (like getting a thumbs-up “like” on Facebook) or might be distracting and yield self-consciousness. 

MULTIMEDIA PLATFORMS FOR PRESERVING FAMILY HISTORY

Books are fabulous, and your great-great-great-great grandchildren will probably be able to read text, as long as it’s not written in cursive. But if you want your family’s memories to come alive, and you want your own grandchildren to feel like they really knew your grandparents, there’s no substitute for audio and video.

StoryCorps

StoryCorps is a grand-daddy (or grand-mommy) of preserving family legacies, dating back to 2003, but it comes at it from a different perspective from most other platforms.

StoryCorps is a nonprofit project founded by a public radio producer, committed to the notion that we all have important stories to tell and that ALL of our stories matter. StoryCorps mission is to “help us believe in each other by illuminating the humanity and possibility in us all — one story at a time.” 

I have a lump in my throat just reading that!

StoryCorps has a collection of more than 700,000 stories, the largest archive of its kind. Rather than creating a recorded family history for just generations of your people, you can create a story for future generations of people all over. 

You have a few options for creating stories:

  • Record with StoryCorps’ self-directed tools. If you can get in the same room with your loved one, use the StoryCorps App. Use my prompts from last week’s post, invent your own, or use StoryCorps’ prompts — then ask away. Alternatively, if your loved ones are elsewhere, whether across the city or across the world, you can record stories together via your web browsers using StoryCorps Connect. Either way, you can preserve your conversations using StoryCorps DIY resources.
  • Alternatively, you and a loved one can record a conversation at one of the StoryCorps recording sites with the help of a facilitator. This adds a nice professional layer to the question-and-answer experience and may help your loved one feel more inspired. At the end of the session you get a recording of your interview and a copy is sent to the American Folklife Center at the Library of Congress. Talk about legacy! 
    • StoryCorps Mobile Tours — Each year for the last 15 years, StoryCorps has been going on a nationwide mobile tour. As I was writing last week’s post, I just happened to learn that they’re just up the road from me in Knoxville, TN, through the end of the month!
    • StoryCorps Atlanta Booth — The StoryCorps facility at the Atlanta History Center has recorded and preserved thousands of conversations since 2013. If you’re in or near Atlanta, book an appointment to “interview” your loved one in person or even virtually, by phone. (They can feel like they’re on NPR, being interviewed by Terry Gross or Mary Louise Kelly!)
    • Military Voices Initiative — This program provides a way for service members, veterans, and military families across America to honor and listen to their loved one’s stories. Book an appointment to preserve their memories (and your questions) in person or virtually at one of their Military Voices Initiative stops.

Some segments may even air on NPR, and I’ve seen beautiful StoryCorps personal histories set to animated video on StoryCorps’ TikTok channel. In fact, the following video prompted this part of the post series.

For more stories, see StoryCorps’s archive and YouTube page.

StoryCorps is free to all users.

Obviously, StoryCorps isn’t the right option for capturing an entire lifetime of memories, let alone the stories of all of your loved ones. However, the professionalism of the production experience may inspire your family members who may be dubious about having something to say, or who are shy about sharing their stories, to open up a bit. Consider StoryCorps as a way to delight in the storytelling experience and use it as an on-ramp for refreshing memories.

STORII

Storii recognizes that not everyone is going to be comfortable with typing their stories or even clicking around on an app or website. It’s designed for Great-Grandpa, who grunts at computers and cell phones whenever he sees them in public. (And for folks who, for whatever reason, have difficulty with technology.)

Storii uses actual phone calls to collect memories. Unless Great-Grandpa predates Alexander Graham Bell inventing the telephone in 1876, I think you’re safe.

Set up an account profile (in Storii’s iOS or Android app) for your loved ones to receive phone calls, whether on a cell phone or landline; alternatively, they can call in. (No smartphone or internet is required.)

Next, choose prompting questions from more than 1000 life story questions in their database (broken down into guiding categories like life, family, religion, career, or legacy), and/or craft some of your own.

Schedule up to three automated incoming calls per week at a time you know is good for your loved one, or arrange for them to call in to record their responses. Storii records and transcribes the calls, and adds them to your profile.

Record interactive responses. You and other family members can listen to the recordings and respond with audio, video, photo, and text responses.

Access the recordings as audiobooks or downloadable PDF books. Recordings can be shared with other family members by secure links or via emails. 

If you think your storytellers won’t be at ease if they’re “surprised” by a question (even on a scheduled call), there are a few options.

They (or you) can log in to their Storii profile to see all upcoming questions (and remove, re-order, or add custom questions). If your loved ones don’t have (or don’t want to use) internet, and aren’t keen on getting you involved, they can call in to Storii at any time to hear their next upcoming question.

They can also just hang up after they hear the question on the scheduled call, and Storii will keep asking the same question until it’s either answered or skipped.

Storii’s pricing is $9.99/month or $99/year.


We have just scratched the surface of the DIY options and formal platforms for capturing, organizing, and preserving your family’s stories. But Paper Doll has one more trick up her sleeve. Next week, we’ll close out this series with AI-assisted platforms and apps for creating those family legacies. See you next time!

Posted on: October 14th, 2024 by Julie Bestry | 18 Comments

It’s hard to believe that we’re in the final stretch of the year; next month will be Thanksgiving, with the various winter holidays coming up right behind. It may be a joyous time spent with family or one marked by an empty seat at the table, a time of sharing new and old stories and, sometimes, grieving the questions un-asked and stories never told.

Over the next two posts, we’re going to look at ways of gathering and preserving your family stories so that future generations will have no regrets about what they’ve missed.

PAPER DOLL’S FAMILY HISTORY (AND FICTION)

Paper Doll is naturally curious. I have annoyed Paper Mommy (both as a child and as an adult) by insistently begging for tales. “Tell me a story about your grandparents that I haven’t already heard!” or “Tell me about when you were in school!” I urge my mother, to her frustration. She retorts, “I tell you things when I remember them. I can’t call up stories at the drop of a hat!”

As someone who is practically built out of words and memories, I can’t fathom it. Ask me about my first day of kindergarten, or my first date (an extremely embarrassing skating story everyone somehow remembers clearly) or the day I bought my car, and I can recite it as if it happened thirty minutes ago.

My family finds this annoying.

I find the lack of stories annoying. I want a complete biography, with footnotes, of my mother’s life — every conversation and experience I missed from the day she was born until I was a toddler, I want filled in. And the ones I know by heart, I still want to hear her tell them over and over again, complete with accents and narrative flourishes. 

My favorites? The time in her nursery school education class where the miniature turtle went missing after the toddlers left, but (after a length search) was found in the back of a teeny toy dump truck. The time when my great-grandmother, who ran terrified of a dog chasing her from the streetcar and hid on the floor of the closet during thunderstorms, nonetheless ascended a ladder and climbed in a window when she was locked out of the house. (That’s my mother’s Bubbe on the far right, below.)


I know how my mother’s father came to America. He, his father, and his brother set out from home in Poland so his brother could take a boat to America, but (as you likely learned in Social Studies), people with diseases of the eye could not be admitted. (It’s an imprecise analogy, but imagine your nine-year-old’s pinkeye caused your family to be turned away at Disney World!) My great-uncle’s suitcase was thrust into my grandfather’s hands, and the teenager set off for America.

I’ve heard a few stories about my Poppy, some surely apocryphal. (Only many decades later did we start to doubt the tale of his job unloading cargo on the docks: a burlap bag of chocolate burs open, upon which he and his fellow worker filled their pockets with chocolate and ran away. Um, did chocolate ever come wrapped in nothing but burlap?)

Other stories were also questionable, such as when he told of a man running a food cart being asked for a hot dog. The cart only served fish, so the cart owner gave the man a fish sandwich, and the man was heard saying it was the best-tasting hot dog he’d ever had! (Years later, my grandmother, feeding my toddler uncle, urged him to eat the yummy hot dog he’d been requesting. It was a soft-boiled egg. Perhaps my Poppy’s story was the catalyst?)

Still,  there are verifiable stories. My grandfather bought part ownership of a decommissioned battleship as scrap metal, and later owned an apartment complex he named after my sister. A friend researching genealogy found a Depression-era news article about him being robbed of of hundreds of dollars cash (because he didn’t believe in banks) but was not destitute because he’d also hidden money in his socks.

And once, my mother exited a downtown summer camp reunion luncheon to find her father — a Jewish man from Poland — at the head of Buffalo’s St. Patrick’s Day parade! 

And yet, we know nothing of his life before he came to America except his mother was tall and that his father was, circa 1910, the captain of the town’s fire brigade. When my maternal grandparents were visiting in the mid-1970s, my grandfather slipped on the Buffalo ice and went to the hospital. Fed up with the pesky questions demanded by the hospital, my grandmother snapped when the nurse wanted my grandfather’s mother’s name, and made up a random name that sounded shtetl-appropriate.

Paper Doll with Poppy, circa 1968 or 1969 (The booklet we’re “reading” says it “will tell you how you can become a Computer Programmer.”)

As I described in The Great Mesozoic Law Office Purge of 2015: A Professional Organizer’s Family Tale, it was only when I closed down my father’s law office that I connected with his cousin and learned that my paternal grandfather, whom I always imagined to have grown up in vague immigrant-era poverty, was decidedly more Upstairs than Downstairs.

Indeed, until recently I knew nothing of my father’s father’s family, and have been fascinated by what my genealogist friend’s have found. I didn’t even know my great-grandfather’s name before reading this obituary, let alone that he owned a hardware and tinsmithing store. (When was the last time you heard about “tinsmithing?”)

I only knew of two of my grandfather’s sisters; two others plus a brother were surprises to me. Nor had I learned that my grandfather’s brother became a Broadway performer and impresario! Why was I never told these stories? My father was more interested in his future than his family’s past, I suppose. 

Speaking of my father, he was a clotheshorse and chronically disorganized. So, I was amused to find this post, referencing my Great Uncle Mike “Harry” Bestry:

Damon Runyon wrote in Short Takes, for example, that Harry Bestry owns or owned “3,000 Charvet neckties, which is more than Charvet has now, 75 suits of clothes by an expensive tailor, 75 pairs of shoes, each pair made to order and nicely treed, and hats and shirts and overcoats and sweaters in similar profusion.” He added that a friend of Bestry once reported one could barely get into the man’s apartment “because of the amount of wearing apparel stashed away on the premises.”

There’s something odd about knowing that the person who created Guys & Dolls wrote about my relative. Odder still that this could absolutely have been a description of my own father.

When I was home in June, helping downsize and declutter the family basement, I found a scrapbook my father’s first wife made of their trip to New England in 1951 and a few after that. His bride’s careful penmanship next to each piece of memorabilia detailed not only their trip, but the era. On the same page, she extolled the virtues of a restaurant meal but also noted the antisemitism of the hotelier announcing that the hotel — at which my father and she (both Jewish) had been welcomed — was restricted. No Jews allowed. (They departed before nightfall.)

[If you’re unfamiliar with this era in American history, you might want to see the Gregory Peck film based on the Laura Z. Hobson novel, Gentleman’s Agreement, in which Peck plays a journalist who goes undercover as a Jewish man to explore post-War antisemitism.]

As I reviewed the scrapbook, I absorbed the details of each crumbling page which had been lovingly assembled over seventy years ago by a woman who died perhaps sixty years ago. I was fascinated by the notations of someone to whom I had only a tangential relationship, narrating weeks in the life of someone with whom I shared half my DNA.

Of course, family history comes with world history. I was fascinated by the prices on the menus.

At Keeler’s State Street in Albany (established 1864), a whole baby pheasant with sides of lima beans and wild rice could be had for $3.50, with desserts from 30 to 60 cents. (Eat up quickly! Parking was twenty-five cents an hour!)

Meanwhile, New Orleans’ Restaurant Antoine (founded 1840, and which still exists) cost them a prettier penny. It was a multi-page menu, but my focus was on the eye-popping price of $7 for chateaubriande! Splurge further: $1.25 for a Crêpe Suzette for dessert.

WHY CAPTURE YOUR FAMILY HISTORY?

This is all to say that if you aren’t inclined to ask, and if your relatives aren’t inclined to tell, it can be difficult to create any sense of family legacy, either for yourself for for generations that come after.

In her excellent book, What’s a Photo Without the Story?: How to Create Your Family Legacy, my friend and colleague Hazel Thornton details why you might want to gather your stories and those of your family and your ancestors. At the start of the book, she explains that doing so will:

  • Give depth and meaning to your photos.
  • Make history come alive!
  • Preserve family legends  (rumored or proven).
  • Give children a sense of belonging and help them feel more secure.
  • Make us feel connected to our families , and to the world around us.
  • Help us better understand our families, and ourselves.
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For more on specialists like Hazel, take a peek at Paper Doll Interviews the Genealogy Organizers

HOW TO SET THE STAGE FOR ASKING FAMILY HISTORY QUESTIONS

In some families, older relatives may feel frustrated and put on the spot if they feel they’re being interviewed, while others might enjoy the spotlight.

Only you know what your relatives would prefer, but it may help warm up the interest (and the memory) to start with questions that develop more naturally, rather than seeming as though they’re being interrogated.

Share an activity together

Whether you are setting the table for Thanksgiving or the High Holidays, there’s a ritual to preparing food and setting the stage for a family meal. That’s a great opportunity to use the ebb and flow of the activity to tease out the stories of your mother’s or grandmother’s life, whether it was during the Great Depression or the 1980s.

Ask: Who was at your holiday table? Which relatives did the cooking? Did everyone follow traditional gender roles? What foods did you always have? What was the rest of the family doing while the meal was being prepared? Was it a formal or informal experience? Did everyone get dressed up? Was there a grown-up table and a kid’s table?

If you’re attending (or even just watching) a ball game, use those 7th inning stretches or longer commercial breaks to warm up the conversation. On a family vacation? Ask about the trips they might have taken in their youth. 

You may know (or think you know) bits and pieces of a family story, so start there and be open to being corrected.

Go on a “road trip” whether by car or foot

Whether you’re going over the river and through the woods by car to a relative’s house or just taking an amble through the neighborhood to enjoy the changing of the leaves (and walk off a tryptophan-heavy turkey dinner), being in motion has a few advantages when you’re trying to prompt memories.

First, sometimes it’s easier for people to recall and share memories when they don’t need to make eye contact. As the two of you face forward, either while strolling or driving along, you can ask direct questions without them feeling like they are the center of awkward attention. (Of course, some relatives like to be center stage to spin a yarn; experiment until you figure out what each one prefers.) 

Additionally, when you’re walking, the motion keeps the blood flowing, which may keep the conversation flowing as well!

Driving around the “old neighborhood,” whether it was a decade or half a century ago, can prompt stories. On various trips home, Paper Mommy and I have driven to various of the homes she lived when she was a teen or young bride, and it always prompts interesting (and funny) stories.

Share your own stories and seek comparisons

It may help to bring up a story of your own, or one you’ve heard. If someone you know recently got engaged, for example, you could talk about that experience and ask how it differed for them. 

What was the proposal like? How did the parents on both sides feel? Who was in the wedding party? Was it rushed because someone was headed off to war, or planned in detail? Were there bridezillas in the family history?

Similarly, talking to your relatives about school, about finding their first jobs or setting up their first homes, about having children, about long separations or special occasions — all of these stories may be more easily prompted when you tell your own stories, first. Sometimes, people feel like they have no tales to tell until they can compare and contrast with another’s experiences.

Use photos or physical props, perhaps as part of the downsizing process

Eighty percent of our family photos were taken by my father between the mid-1960s and about 1980; there’s not a lot from prior to then. Later, I started taking pictures with my mother’s 1960’s era Brownie Instamatic (the kind with the square flash cubes you snapped into the top). I thought I’d seen them all, but on my most recent trip home, I came across a stash of photos I’d never seen before.

A little worse for wear, my mother’s 8th grade graduation photo from 1949 was an amazing time capsule. Starting in the front row and going left to right, and then moving back row-by-row, I asked my mom about the people in her class. Understandably, many had been forgotten, but names and anecdotes started to arise, and I even knew a few of the people in the photo but only as adults, many years later.

Use the opportunity of preserving/scanning old photos to start asking questions about who the people were, and how they fit into the family stories.

Similarly, as you help relatives downsize or streamline their homes, ask about the history of pieces of furniture, decor, heirlooms, and memorabilia you come across

WHAT TO ASK YOUR PARENTS OR GRANDPARENTS

You’ll have your own ideas of what’s important to know and ask, but if you’re stuck, use these prompts to get you started.

Ancestors and Relatives

You might start by asking about the generations that came before. They may assume you know stories about relatives you vaguely, barely know (or don’t know at all).

  • How did their parents (or grandparents on either side) meet?
  • Where did their families live when they were born? Did other family members live with them?
  • How did they come to live where they did — either how did they come to North America, or to the various cities where they’ve lived and settled down?
  • What did their parents do for a living? — My paternal grandfather was in a business partnership with his brother-in-law; they sold tailors’ notions. My maternal great-grandfather was a baker, and the part of his obituary that notes that he “specialized in pumpernickel and bagel” always makes me smile.

  • How many children did they have? (If their stories predate the mid-20th century, you might ask how many children survived. My grandmother was one of six daughters, besting even Tevye’s five in Fiddler on the Roof, but sadly one died in the early 1930s, leaving a bereft fiancé.) 
  • Did they have any fun nicknames? (Two of my great-aunts had “boyish” nicknames; Miriam was Mickey and Laura was Larry.)
  • What were each of them known for? Did they have any interesting skills or talents?
  • What stories do they have about extended family members? (My mother’s first cousin, Sandy Konikoff — and yes, I’ve forgotten again if that makes him my first cousin once removed or my second cousin — is a famous drummer. He was a session drummer on albums like Joe Cocker’s Mad Dogs and Englishmen and played gigs with Bob Dylan in the mid-1960s. That’s him, below, on the far right.) 

Childhoods

  • Where did they go to school? Were they good at school? 
  • Do they have a favorite teacher? One(s) they despised? (Paper Mommy had a teacher who had a mean nickname for my mom. It’s probably been 75 years, but even now we don’t think kindly of that woman; meanwhile, I am still intrigued that my mother took Industrial Arts in the 1950s (from a teacher missing a few fingers).)
  • How did they get to school?
  • Did they each lunch at school or go home at lunchtime? (Lunch was not served at my mother’s grammar school, and imagining her bundling up and shlepping home in the snow for lunch prepared by her Bubbe — while her mom was Rosie the Riveter at the airplane factory — and then trudging back to school again fascinates me. It was a far cry from my mom’s daily trips to ferry me to and from school and the orthodontist and everywhere else in her Chevy station wagon.)
  • Did they wear uniforms?
  • Did they have extracurricular activities?
  • Did they have to work after school?
  • Who were their best friends? What did they do together?
  • Were they good kids? Did they get in trouble?
  • Did their family take vacations? Where? What’s their most memorable family vacation?
  • What was the financial situation like? Did they have any awareness of how much money their family had?
  • Did they get an allowance? How much? What did they spend it on?
  • Did you have to do chores?
  • Did they have their own bedroom or share it? What was that experience like?
  • What big historical events do they recall living through? (You can always fall back on “What do you recall about World War II?” Where were they when JFK or MLK or RFK was killed? Future generations will ask about 9/11 or January 6th.)
  • How far did they go in school?
  • If they went to college, ask them to tell you all about their college experiences. Ask about where they lived and with whom, what classes they took (and why).

Romances

  • Were they allowed to date? Did their parents set any particular rules about dating?
  • Who was their first crush? First date? First kiss?
  • Who broke their heart? (Paper Mommy is blasé about how many proposals she got, but tells lively tales about the bad ex-boyfriends. Most intriguing? The ex who sent her a dozen long-stemmed roses with a card that read, “May you prick your fingers on every thorn.” Some guys just can’t handle rejection!)
  • To whom did they propose or from whom did they receive proposals?
  • Do they have any romantic regrets? Who was the one who got away?
  • How did they know they’d found the right person (if they did)?
  • What advice do they have based on their experiences?
  • How did they meet your other parent (grandparent)

Careers and Adulthoods

  • What did they envision wanting to be when they grew up? Did they end up doing that?
  • What was their first real job? Do they remember what they got paid?
  • Were they ever in the military? Were they drafted?
  • What were their dreams? Which did they achieve? What do they still want to do?
  • What did they imagine the world would be like when they were older?

Whatever questions you ask, be prepared for the questions to meander into unanticipated territory.

LOOK BEYOND BLOOD RELATIVES

About a decade ago, while visiting my mom, I had a sudden urge to know more about how our dear family friend Jennie, much like an aunt to me, had met and married her late husband. Dave was a delightful teddy bear of a guy — similarly ever-present when I was little — and I asked if my mother and I could come over and have her tell me the story.

Jennie was surprised, but happy to share her lovely WWII-era story of romance. A soldier, visiting his girl and her friends, brought along his fellow GIs. Fresh from the shower, her hair was in curlers when Dave first met Jennie, and he seemed to pay little attention. Indeed, upon their meeting the next day, he didn’t even recognize her…but he fell in love.

(I hadn’t yet mastered taking a photo of a photo without getting a blob of flash. Nonetheless, don’t Dave and Jennie look like a promotional photo from a post-War film?)

Jennie passed away just a few years ago at the age of 97. While she wasn’t family by blood, she was my Tooth Fairy (Paper Mommy couldn’t bear those wiggly teeth) and even just a few years ago was the source of some fabulous phone conversations about Grey’s Anatomy. (She agreed that Alex would never have left Jo.) 

Sometimes, your family legacy extends beyond the genealogy chart.


Obviously these are not one-and-done conversations, but hopefully the foregoing has given you some great ideas for how you might start your journey into collecting memories and family history.

Asking questions is just the first step. Securing the answers for future generations may require a different type of effort. Certainly, you can record these conversations as an audio note or video on your phone, or you may choose to take advantage of a wide variety of apps and services designed for the purpose.

Next time, we’ll look at technology, from simple recording to AI-assisted efforts, for preserving your family history.

Posted on: October 7th, 2024 by Julie Bestry | 16 Comments

ADVENTURES IN MOVING

A month ago, my best friend of almost forty years called me from her car. “Where are you?” I asked, expecting her to be somewhere en route between where she lives in New Jersey and somewhere near New York City. I was surprised to find out that she was in Central New York, headed toward Western New York (where I’m from), to look for a house to buy! 

My BFF and her significant other had gone to a financial advisor to talk about the usual financial and tax planning topics as they approach a decade that will see many changes — from the last of the “kids” leaving home to their eventual retirements. Among his suggestions was to buy a home. While that wasn’t feasible in the very expensive area where they currently live, they contemplated moving closer to the areas where both had grown up. 

Apparently, the housing market is pretty wacky right now. Home prices are up 30% from where they were just before the pandemic, a mere five years ago! Inventory is low, and demand is high. The morning I spoke to my friend, she’d had a list of six houses to look at the next day; by the time we chatted, three had already sold. Forty-eight hours later, they’d bought a (cute) house! 

Photo by David Gonzales on Pexels (And no, that’s not my BFF’s house, but it’s cute.)

One of my other closest friends recently surprised me with a home announcement, too. He and his new spouse live in the south in separate cities; they’ve been working toward finding a city that worked for both of them as one can work remotely and the other was contemplating retirement.

This summer, while visiting a friend in the northeast, they decided to explore communities within driving distance, and unexpectedly found their “forever” home and, like my BFF, closed on a house quickly. Their move is happening as I write this!

As my area of expertise is paper, my initial concerns for both friends involved making sure they were registered to vote in time (per my advice in The Ultimate Guide to Organizing Yourself to Vote) and that they’d get their addresses changed so they’d be sure to get their mail and not miss any important notices or payments.

WHY YOU MIGHT CHANGE YOUR ADDRESS 

Is mail that important? I mean, most of us get a lot less paper mail than we used to. Fewer people send cards and letters; people post their vacation photos on social media instead of sending postcards. Many folks take advantage of a one-time $5 credit if they get their utility bills by email (or have them auto-debited with email or text notifications after the fact).

Still, mail is can be vital, and making sure that your mail gets to you will make at least one aspect of the moving process less stressful. There are a few different kinds of address changes:

  • Permanent changes of address for all concerned — This happens when you (and possibly your family or household members) change houses (or apartments) and leave (theoretically) for a different home.
  • Permanent changes of address of address for only one member of a household, such as when one person moves out after a divorce, ostensibly never to return.

  • Temporary, but long-term change of address for one person  — Let’s say your kid is headed to college. If she’s staying in town and coming home every week to do her laundry and “borrow” the contents of your fridge, maybe no change of address is necessary. But if she’s headed across the state or country, she’ll want to change her address for most things until May, when she either moves back or tells you she’s going to bum around Europe to find herself.
  • Temporary change of address for one person — There are various reasons for this option, but all involve being away from your home (for work or other obligations) for a length of time, with an expectation of returning

Last November, Paper Mommy fell and broke her pelvis, then contracted pneumonia, and due to some medical neglect that makes me want to punch walls, had three hospitalizations and two stints in rehab over the course of two months.

My mother didn’t need to change her address to the hospital or rehab location — a family friend was able to collect her mail and bring it to her. But my sister, who relocated from her home state to my mom’s house for most of two months (and worked remotely while helping with my mom’s recovery), did redirect her mail, temporarily.

Similarly, I’ve had clients who have home bases but travel extensively and long-term for work. One relocates for six weeks out of every quarter to train different divisions of her company.

Another client is a “locum tenens,” a Latin word that refers to medical professionals (or sometimes clergy) who work temporarily in different locations. For example, travel nurses are temporary healthcare professionals who are hired to address staffing shortages, particularly when patient volume surges or there are higher seasonal demands. Assignments can range from four weeks to much longer, and 13-week assignments are not unusual. Nobody wants to be without their mail that long.

Some locums return to a home base between jobs; others move from one job to the next, living in temporary housing in each location. Getting mail wherever they are feels a bit more like home.

HOW TO CHANGE YOUR ADDRESS

Whatever your reason for changing your address, you’re going to want to organize your approach.

Get the details right

Do not pass go, do not collect $200. Before you submit your change off address for official notifications or share your new digs with friends, make sure you have the details exactly correct, including the full ZIP Code with extension.

I live in an apartment, and my address includes a street address (that applies to thousands of residents of many hundreds of apartments) as well as an apartment number, which is mine alone. Over the years I’ve been here, several new residents have mistakenly listed my apartment number as theirs, and I’ve gotten their mail and packages.  

 

If the mail looks important, I’ve tried to find the person via social media and meet them in the parking lot to give them their mail; if it doesn’t seem vital, I usually write “no such addressee at this location” and return it to to the post office. But not everyone will do that, and you really don’t want to risk your mail or packages ending up with someone who isn’t as cool as Paper Doll

  • Verify your exact address with your real estate agent, landlord, or apartment complex management. You may need to start the change of address process before you get all your paperwork, so be sure to clarify via text or email to ensure it’s correct.
  • Don’t make assumptions regarding the address based on what you’ve seen when visitinh. On Friends, Monica Gellar’s apartment’s fictional address 495 Grove Street; the building you see on the show is actually 90 Bedford Street, at the corner of Bedford and Grove in Manhattan. You’re not a TV character, but your home may have an address on one street even if the main (or only) entrance is on the cross street.
  • Double-check to make sure that your new home is properly identified as Road, Court, Lane, Boulevard, Circle, etc. Many subdivisions have similar street names with only the final qualifier differentiating among them. (Want to go down a rabbit hole? Read What’s the Difference between an Ave, St, Ln, Dr, Way, Pa, Blvd, Etc.?)

A few months ago, I was on the phone with a friend who built a home in a new subdivision. He’d been delivered a package for a home with the same number as his on the next street over. He thought he’d do a good deed and walk the package over to them while we chatted. Unfortunately, the next street over was not numbered the same way, so the true recipient’s home wasn’t approximately behind his, but much farther away. Eventually, he cut through some backyards back to his house, got his car, and re-attempted the delivery. Again, not everyone is that helpful!

  • Double-check the directional terms, like 129 West 81st Street (that’s Jerry Seinfeld’s place, in Apartment 5A). Make sure you ask for sound-alike numbers (five/nine, fifth/sixth) to be spelled out (in case you get Mr. Rogers’ old 4802 Fifth Avenue house). 
  • If you’re buying a recently-constructed home, triple-check. Sometimes, a developer may change the street names between when the plans were submitted to the post office and the municipality put up the street signs
  • Check to see if your street is actually registered with the post office. It’s hard to believe, but some developers sometimes forget this step.

This is fairly easy. Look up your address on the United States Postal Service ZIP Code Lookup site. Enter what you have of the address, and it should return the proper ZIP Code, including the four-digit extension.

You can enter the address to get other details, the city and state to figure out the ZIP code, or the ZIP code to determine the right name for your location. For example, my childhood home is considered in Buffalo, New York, but known by other names:

WHO NEEDS TO KNOW TO KNOW YOUR NEW ADDRESS? 

Once you know to where you’re relocating, start spreading the news.

Start with the Post Office

Submit a change of address through the United States Postal Service. You can walk in to any post office and fill out a change of address form, or file a change of address online. (The USPS page also helps you change your address for the purposes of changing your voter registration address.)

Click to identify whether this is a change of address for an individual, family, or business. Provide your full name and email address (to which your confirmation will go); USPS also requires a mobile phone number in order to verify your identity and mitigate fraud.

Select whether you will be returning to your address within six months (to classify whether your change of address is considered temporary or permanent).

Choose the date when you wish mail forwarding to begin. (The minimum duration for a temporary change of address is 15 days. The initial forwarding period is restricted to 6 months, but can be extended up to 1 year.)

After you provide your old and new addresses, you’ll be charged the whopping fee of $1.10, by credit or debit card, for security purposes.

Standard mail forwarding lasts for a year. After that, you can pay for extended mail forwarding at the rate of $22.50 for six more months, $33.50 for an additional year, or $44.50 for eighteen months. At that point, you should have cycled through just about every annual bill and notification and should be able to notify everyone who might have slipped through the cracks in the year after your move.

Filing your change of address with the postal service will cover most of your incoming mail, but is only temporary. 

The following should help get you on your way to recalling everyone else you need to notify.

Notify Government Agencies

Only you know which government agencies you deal with at the federal, state, and local levels, but start with these:

  • The Internal Revenue Service — It should be obvious, but the IRS really needs to know where you live. It’s also to your advantage for them to be able to find you; you don’t want to miss out on refunds, rebate or stimulus checks, or important notices.

Fill out IRS Form 8822; learn more at the IRS Address Change page. Alternatively, you can submit your change of address on your next tax return, by phone, or by mailing a written statement that includes your full name, Social Security Number, and old and new addresses to the address to which you mailed your last return. (Yes, you probably filed online with Turbotax, but that’s what their instructions say. Use this IRS page to find a good mailing address.)

  • Social Security Administration — If anyone in your household gets (or soon will receive) disability, retirement or survivor benefits and you live in any of the 50 states, DC, Puerto Rico, the U.S. Virgin Islands, Guam, the Northern Mariana Islands, or American Samoa, log into your account and use Social Security’s online system to change your address; you can also call 800-772-1213, Monday through Friday, 7 a.m. to 7 p.m. EST, but expect to provide information to prove your identity. 

  • Medicare — To change your address with Medicare, you must contact the Social Security Administration, as described above.
  • Healthcare.gov — If you get your healthcare through the federal exchange rather than a state exchange or private insurance, log into your account and update your current application online. If you are moving within the same state, you can update your application online, by phone, or in person — but not by mail. However, if you move to a different state, changing your address is not enough; you will need to submit a new application and select new health insurance.

This is also important if you are the executor of a will or responsible for the estate of someone with military experience service. Make sure the VA can find you.

Note that changing your address with the USPS will not change your address with USCIS and USPS will not forward your mail from USCIS, so you’ll want to jump on this.

  • Voter Registration Offices — If you move, whether it’s across the street or to the other side of town, you need to update your address with your local board of elections. A change of address even within the same congressional district may still change your voting options for city or town council, school board, and other local issues.

If you move to a different county, city, or state, you’ll need to register to vote in that locale. As you learned in my post on voting, different states have different rules regarding the methods (in-person, by mail, online) for registering to vote and changing your address. You can also register to vote or change your registration information, including your address, via Vote.org.

  • Department of Motor Vehicles — Contact your state’s DMV to find their online change of address page (if you’re moving within the same state) or registration information (if you are changing states).
  • Toll Pass Agencies — Don’t forget to update your address with whatever toll pass accounts you use. Look at your transponder if you’re not sure what agency handles your toll pass. EZ-Pass, for example, covers twelve states, and services I-PASS in Illinois, and other regional agencies in North Carolina, Indiana, Kentucky, and Florida.
  • Unemployment Offices — Depending on your state, relocating while you receive unemployment benefits can be tricky. (If you move to a different state, your benefits will likely end.) Notify your state’s unemployment agency as soon as you being the moving process. In most states, the easiest way to update your address will be to log in to your state’s unemployment benefits online account. If you aren’t sure where to start, the Department of Labor has contact information for all state unemployment insurance offices.

Finally, if you are certified or licensed by your state to fly a plane or maneuver a boat, to fish or hunt, or to perform your profession, be sure to contact that government agency to update your address.

Contact Financial Institutions

Even if you conduct all of your financial transactions online, your providers need to know where you live because some financial rules and regulations are governed by the state in which in the accountholder resides. So, create a checklist for any and all of the following:

  • Banks and credit unions where you hold accounts
  • Brokerage houses and investment services, for retirement and non-retirement investments
  • Credit reporting agencies — Officially, you only need to notify your creditors. However, it’s worth your effort to check Equifax, Experian, and TransUnion after the move to make sure your address has been properly updated. Log in to all three via AnnualCreditReport.com

Little House Photo by Kostiantyn Li on Unsplash

  • Insurance companies — Whether you have auto, homeowners, renters, health, or dental insurance, long-term care or life insurance, umbrella policies, or coverage for your business — if you’ve got insurance, notify them of your address change. In most cases, changing your address will change some aspect of your coverage, especially the cost.
  • Lenders — Got credit cards? Auto or personal loans? (Obviously, if you’ve got a mortgage or a HELOC, those will be going away when you move, but the bank will still need to be able to contact you for a while.)
  • Online financial accounts — Whether it’s Paypal, CashApp, Venmo, or Zelle, make sure your address is updated in the accounts. Where you reside impacts legal terms and conditions. 

Tell the Boss Man (or Boss Lady)

You may not get a physical paycheck anymore, but your employer needs to know where to send tax forms and other official documents.

If you work remotely and change your state of residence, tell your HR department! 

Notify Your Utility Companies

When you move, you (generally) don’t take your services with you, but you may keep the same account number. Notify the following when you change your address:

  • Electric company
  • Gas company
  • Sewer service provider
  • Trash/Waste/Recycling service providers
  • Water company
  • Internet service provider
  • Telephone companies — You may not have a landline anymore, but you almost certainly have a phone. Be aware that the taxes you pay on cellular phone service are determined by the county in which your account is registered. If you use online billing, it may be to your advantage to keep your cell service registered to your old zip code, but your provider’s Terms and Conditions may not allow this.
  • Television service provider — Sure, if you have cable or satellite service, that will change depending on where you move. However, the tax you’re charged for streaming services will change depending on the state to which you move.
  • Other entertainment providers — Whether you subscribe to music or gaming services like Spotify or Twitch, or have tangible subscriptions for magazines and newspapers, update your address. 
WHO ELSE NEEDS TO KNOW YOU’VE MOVED?

Notifying the above folks will keep you from getting into trouble or debt, but don’t forget all of the other individuals and companies that need to be able to find you.

Household Services

Depending on where you move, your household service providers, whether a big company like Terminex or the nice lady who dusts your piano, will need to know how to contact you, whether to continue providing services or finalize paperwork. Start with these and brainstorm whom else you might need to contact:

  • Alarm company
  • Housekeepers
  • Lawn and garden care
  • Pest control
  • Pool maintenance
  • Snow plowing/shoveling
Healthcare Providers
  • Internists/Family practitioners
  • Pediatricians
  • Specialists (OB/GYNs, ophthalmologists, endocrinologists, etc.)
  • Dentists
  • Orthodontists
  • Veterinarians — If you have a pet with a microchip, update the chip’s registration to reflect your new address so Fido or Fluffy can be safely returned to you!
  • Pharmacies, especially online pharmacies
Other Professionals
  • Attorney
  • Accountant
  • Bookkeeper
  • Financial advisor
  • Personal coaches
  • Professional organizer
Schools/Caregivers
  • Daycare providers — for childcare, eldercare, or pet care
  • School administrative offices — Every school needs your change of address: preschool, elementary, middle, and high schools as well as college, whether you are a student, parent or alumni.
  • Tutors — Don’t be so busy with your move that your forget to tell your son’s algebra tutor or your daughter’s piccolo instructor that you moved. It’s no fun to stand at someone’s front door, ringing the bell and having nobody answer.
  • Activity administrators — If your kids are in gymnastics or Tae Kwon Do, or you participate in any community organizations, make sure to update your address with them. Yes, the USPS mail forwarding will prompt you to remember this, but the sooner you update this information directly, the less chance there will be to miss something important.
Online Connections

Do you get meals from companies like Blue Apron or Hello Fresh? Make sure your food follows you to your new home.

Do you use food/shopping delivery services like Door Dash or Uber Eats? I’ve seen more than one tweet or TikTok video with someone ordering delivery for the first time in a long time and only realizing after they ordered that the delivery was going to the city where they used to live. (It’s universally agreed that when that happens, you tell the driver to keep the meal and enjoy it!)

Be sure to update your address at Amazon and other retailers where you shop online. Got an Amazon (or other) wish list? Change that address too, or your friends will be upset when they send you birthday presents that you don’t get!

Do you travel? Update your addresses for your hotel, airline and other frequent-user accounts

Tell Your Peeps

You’re not going to forget to give your mom your new address, but remember to update your friends and members of your personal circle, including:

  • Extended family and friends — The upside is that you may get sent a housewarming present!
  • Civic organizations and clubs to which you belong
  • Houses of worship and religious organizations
Business Contacts

I could write an entire post about whom your business should contact regarding a changed address. But for personal mail regarding your professional life, consider:

  • Professional associations
  • Licensing and certification boards
  • Formal networking groups
  • Affiliate programs from which you are expecting commissions

All of the above assumes that you’ve moved house in the United States. If you move to another nation, be sure to register your address with the U.S. embassy or consulate in your new country. This will ensure that you receive essential updates about safety, security, and emergencies in your area.

Posted on: September 23rd, 2024 by Julie Bestry | 8 Comments

September always gets me thinking about school supplies, and office supplies are really just school supplies for grownups (and for all of us pretending to be grownups).

So, when an editor friend (now at Yahoo! Life), contacted me for a few organizing-related pieces, and asked me what my favorite under-$20 organizing item was, I immediately knew that I was going to pick something related to paper. (I mean, come on, I’m Paper Doll!)

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Of course, longtime readers know my absolute favorite tool for organizing action-oriented paper is a tickler file (like the Smead Desk Filer/Sorter, above) but if you’re going to buy one (instead of making one on your own with 31 folders for the days of the month and 12 more for each day of the year), that’s going to be just a bit outside of the $20 range.

Thus, the answer I gave my editor pal for her piece, which came out last week as The Under-$20 Products Professional Organizers Tell Every Client to Buy, was a desktop file box. In turn, this got me thinking about whether I’d ever really talked about this tool in depth.

I went back to my series from early this year on the basics of paper organizing:

Part 1 of the Reference Files Master Class really dug into the mechanics of filing — cabinets, bins, Bankers Boxes, hanging files, interior files, and yes, tickler files. But because I primarily recommend desktop file boxes for action files rather than reference files (with a few notable exceptions, discussed below), I realized hadn’t mentioned desktop file boxes in years!

So, today’s post explores the benefits and use cases of desktop file boxes and looks at the different types you might consider, depending on your aesthetic tastes.

THE BENEFITS OF DESKTOP FILE BOXES

Most of the file solutions we look at are vertical.

Whether you’re using a filing cabinet or file drawer, tub or milk crate, you get to corral a lot of paper, categorize it, and store it vertically. Those solutions are fine for most of your reference material, but action paperwork requires a format from which you can deftly pluck what you need, quickly and, if necessary, often.

Desktop file boxes are a versatile paper organizing tool with a wide variety of benefits.

Small Footprint for Maximized Space Efficiency

A desktop file box is letter-sized and has rails for hanging folders (into which you can placed tabbed interior folders) but isn’t as deep (front to back) as a file crate. The typical letter-sized file box or crate is about 14″ or greater deep (from front-to-back). This allows you to keep a hefty number of papers and categories on your desk, but uses far too much desktop real estate for action items or quick reference.

Conversely, a desktop file box works as a miniaturized version of your typical file drawer or crate and rarely measures more than six inches deep (front-to-back). 

Ease of Accessibility

A desktop file box ensures that you can keep a small, curated number of important documents and information within arm’s reach, eliminating the need to search through drawers or filing cabinets for frequently used items. 

Improved Organization

Unlike with a full-sized file crate, a smaller footprint means you’ll be less inclined to pile papers on top of a desktop file box. (They’d fall off.)

And again, this solution allows you to provide a dedicated space for everything you need close at hand — though you must employ a reality check to ensure you continually edit and keep from overstuffing the box. Because there’s limited space, it encourages you to sort items in an orderly fashion, whether by date, category, project, or whatever other system makes sense to you.

Customizable

You can still use the same standard hanging files, tabbed interior folders, and labels you use for your regular reference filing system, making it easy to add or switch contents.

However, because this is a smaller profile tool, you can choose a completely different set of folder colors and styles (like these Japanese watercolor themed folders) making it easy to tailor your desktop resources to your personal organization style.

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So, your general reference system may make use of traditional Army-green hanging folders and manilla tabbed folders, but your desktop file box could use purple hanging folders with matching interior folders, or any other combinations to express your style.

Portability

Related to the whole point of a smaller footprint is that a desktop file box can be portable. You can easily carry it to the conference room at the office, the dining room, or your back deck if you want to work on tasks or categories somewhere other than where the desktop box lives. Stay organized while going (somewhat) mobile.

Visual Clarity

A small container means that you can quickly see whatever files are stored. In a full filing cabinet drawer, you’ll need to let your fingers do the walking and hope that you haven’t accidentally misfiled a folder. The smaller profile means you’ll see what you need immediately, saving time and effort.

Versatility

As I’ll illustrate further on in this post, desktop file boxes come in a variety of styles to adapt to your decor. 

USE CASES FOR DESKTOP FILE BOXES

Any kind of file box or plastic crate with rails can hold hanging folders and organize your papers in lieu of investing in a filing cabinet or a desk with file drawers. But a desktop file box helps you organize a smaller sub-set of papers and takes up less real estate.

Thus, a  desktop file box helps reduce desk clutter while making good use of limited space through compact vertical storage. You’ll use a familiar, categorized hanging file and tabbed interior file system, but only for the papers you really need. In this case, that’s either going to be:

  • Action-Oriented Task Paperwork — These are the same kinds of things you might put in your tickler file, if you were going to use them, but organized by category (like To Pay, To Read, To Call, etc.).

While my preference is to recommend organizing action paperwork by date assigned (in a tickler file), some of my clients find that very few of their action items are deadline driven. While deadlines are key for students, office workers, or parents, if you find that your tasks are less driven by due dates and more easily categorized by type of labor, categorized files may suffice.

And, of course, you could use a desktop file box as a tickler file, either with a DIY set of 43 folders or by storing your actual tickler file vertically, numbered tabs upward so that the individual slots act like folders.

  • Time/Event-Specific Information — If you’re going to meet with your contractor about your kitchen remodel or need notes to help you through a Zoom or telephone call, you’ll want them close at hand on the day you need them. In lieu of a tickler file, putting these notes in your desktop file box for the upcoming week when you’ll need them means you can plan ahead without having to keep the papers or file flat on your desk, cluttering it up; neither will you rush to your filing cabinet right before your meeting.
  • Red-Hot Reference Paperwork — It’s been a baker’s dozen of years since I wrote Paper Doll Gives You the Business (Files) — Part 1, the first in a short series on organizing paper in small business offices. At the time, I raised the concept of Red-Hot Reference documents. At the time, I wrote, in part:

Red-Hot Reference is the term I use with clients to differentiate between super-important reference materials and run-of-the-mill general reference information. These are the documents that need to have prime real estate on or near your desk so that data can be gleaned with minimal effort and maximum speed. Red Hot Reference includes:

Vital Contacts — Even if you have a computer database or a pre-programmed phone, there are going to be phone numbers, extensions, hot lines, email addresses, and shipping information for customers, vendors, and support team members that you’ll need to grab quickly. …

[t]here’s a difference between having information somewhere and having it at your fingertips. After all, telephone books (remember them?) have practically every number one might need, but nobody leaves the telephone book for the baby sitter. Instead, wise parents create an essential list of emergency numbers — parents’ cells, grandparents, pediatrician, Poison Control, etc. For your business, only you know which numbers (major vendors, labs, clients/customers, etc.) that you need to reach on a frequent or emergency basis. Those are the numbers that should go on your Red Hot Reference emergency contact list.

I went on to talk about other business-specific issues one might need to keep on hand: contract-related deal points, emergency procedures, etc. The key is that no matter how digital our world may be, keeping some items in analog form offers a great safety net.

For what other use cases can we envision using a desktop file box?

  • In your family communication center (perhaps in the kitchen, home office, or family room) use a desktop file box as a mail station. Sure, your kids are going to text you (maybe even from upstairs) to say they need a permission slip signed, but they have to find some place safe to put the permission slip.

If everyone in the family has a folder in the desktop file box to use as their in-house mailbox, there’s one safe place to leave mail, important papers to sign, and notes of encouragement (or maybe apology notes).

If your kids’ schools don’t use portals for sending absence, early dismissal, and tardy excuses, you may be expected to send notes the traditional way. Paper Mommy used to scribble a note on a piece of scratch pad: “Please excuse Julie at 1:15 p.m. today. She has an orthodontist appointment.” (The unspoken remainder? “And I don’t want to bring her back afterward for the last half-hour when she just has gym class and we could be home watching General Hospital. Tracy Quartermaine is withholding her father’s heart medicine, and what is climbing a rope compared to that?!)

If your school expects you to fend for yourself for these kinds of excuses, draft an excuse template with blanks to fill in for the date, time, reason for the absence/early departure/tardy, and a signature line. Print of a short stack of the forms and keep them in one of the folders so you and your co-parent can quickly fill in and sign one to make mornings a little less hectic.

  • In the kitchen, keep folders of clipped recipes (faves or ones to try), take-out menus, coupons, and those little manuals for kitchen appliances for when your brand-new air fryer just keeps beeping at you and you haven’t quite mastered the instructions (at least not enough to keep the manual in your regular household reference system).
  • In your children’s rooms or the family communication center, or wherever you handle kids’ paperwork, collect school calendars, lunchroom schedules, activity calendars, etc., create a training system.

When your kids are little, show them how you file items away. As they get older, your middle-school and older students can use a desktop file box to keep track of returned homework, tests, and essays so their lockers and backpacks aren’t overflowing with materials they might need later in the semester (but don’t need to keep schlepping back and forth). These skills will be advantageous to them in college, when they have to handle all of their own papers.

  • On your home office desk, think about the papers that cause you the most consternation when you forget them. Maybe you’re always forgetting to bring your action-item papers (like the paper forms you need to fill out for the doctor’s office or the financial records to show your accountant). Still, put a reminder in your phone to take the folder with you on the right day.
  • When creating a mobile workstation — If your desktop file box has handles, it makes it easy to move work files between all the different locations where you need to get things done. That might be the guest room, a co-working space outside of the home, or anywhere else you need some alternate file support. (For more detailed mobile office suggestions, read On the Road Again: Organize Your Mobile Office.)
  • Gathering critical documents for special projects — Envision the various projects in your personal life when you might want a smaller file space than a drawer, but more than a folder. For example, documentation for a complex tax year, supporting documents for an adoption, or notes and intermediate legal paperwork related to a legal separation or divorce.
  • Near the entertainment center for complex electronics — In most households, I recommend having a separate section of the family files system for all the different appliances in the house. However, if you’ve got a home entertainment center with a big TV, a stereo, an audio bar and multiple room speakers, plus plug-in doodads like Firesticks or home assistance devices, your digital world may be overwhelming. Keeping a small, unobtrusive desktop file box on the family room bookshelves will help keep all the flimsy little manuals accessible.

A BEVY OF DESKTOP FILE BOX SOLUTION STYLES

Desktop file boxes come in a variety of colors, styles, and materials. This is just an ice cream taste of what you might find for your home or office.

Metal Mesh

Metal mesh desktop file boxes are heavier than plastic, but lighter than acrylic. Although you’ll mainly find black versions in office supply stores, there are other color options online. However, consider that a neutral color like black or white will likely look better with a wider variety of hanging folder colors.

Below, find a GoldOrcle Hanging File Organizer from Amazon. Running from $17.99 to $19.99, depending on which color you choose, the metal mesh comes in black, pink, or white (each with five grey hanging folders), or black with seven assorted rainbow-colored folders.

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This mesh file box measures 12.2 wide x 9.45″ high x 5.45″ deep, making it closest in capacity to the plastic file boxes, below. The handle is built into the top of the box frame.

Most mesh boxes are similarly built, though if you want a handle built more into the body of the box and not connected to the frame, Staples has a True Red Wire Mesh File Organizer in black or silver, measuring 12.4″ wide x 5.79″ deep x 10.16″ high for $16.99.

Metallic

The U Brands Hanging File Desk Organizer in Copper and Rose Gold (or alternatively in Gold) is extremely lightweight at only one pound, but measuring 12.2″ wide x 6.85″ deep x 9.37″ high, it’s got one of the larger footprints while not being excessively hefty. 

This version has a slightly more decor-oriented vibe than most options, and while the almost 6500 Amazon reviews offer high praise — it ranks 4.9 stars — I wonder about the soldering and how easily transported it is. Perhaps it just looks delicate but is actually tough?

At only $17.99, it’s definitely worth a try if this is your style.

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Plastic

The Pendaflex/Oxford Portable Desktop File is a great starter option. It’s lightweight at 1.4 pounds and perfect for when you care more about function than aesthetics. It measures 9-1/2″ high x 12-3/16″ wide x 6″ deep, which offers the perfect balance between a full-sized file crate and some of the shallower file boxes, below. It comes with five letter-sized hanging folders with clear tabs and inserts.

Amazon has it for $18, but this one is also the easiest to find in Big Box stores like Walmart or office supply stores.

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If you find black a bit dour, it’s also available in blue (with five color Pendaflex hanging folders, tabs and blank inserts) for $28.90 and slate grey (also with the folders, tabs, and inserts) for $27.50.

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There’s no explanation for the difference in price between the three colors.

Acrylic or Lucite

Acrylic and Lucite offer a luxurious, faux-crystal/glass look. However, depending on the workmanship, they (like plastic) can squeak on some countertops and desks. Affixing few flat, felt circles to the underside can reduce the squeak.

The Classic Acrylic Slim Desk Organizer is available for $49.99 from Amazon. It measures 12″ wide x 4″ deep x 10″ high. Although it’s fairly hefty at 2.3 pounds, the 4-inch depth makes it less practical than those with greater front-to-back depth. It’s striking to look at, but I’m always puzzled by the choice of putting the built-in handles on the front and rear of the box, as one would be more likely to carry it holding the short sides.

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This Luxe Acrylic Desktop File from The Container Store measures 7″ long (deep), 14-1/2″ wide, and 10-1/8″ high. The UV-resistant material is designed to extend the product life and prevent  yellowing, even with exposure to sunlight and other elements. The sturdy side handles extend beyond the body of the box for convenient transport. This exclusive Container Store file box is $32.99.

The Russell & Hazel Clear Acrylic Slim Hanging File Box is similar to the first acrylic option above, but with gold-toned hardware. It measures 4.5″ deep x 12-1/4″ wide x 10″ high. You can purchase it directly from Russell & Hazel for $44.

 

Fabric-covered

This is the “sneaky” category. Fabric-covered desktop file boxes tend to be built of sturdy cardboard with a cloth covering, and are lidded more often than not. When purchasing online, be sure to check that what’s called a file box actually has either internal hanging file rails or a top edge that serves the purpose of a hanging file rail.

When, I initially looked at the $20 Brightroom Canvas File Box at Target, I was focused on the aesthetics. My larger concern was that the lid might serve as friction; just as people tend not to put laundry in a hamper if it has a lid on it, there’s a tendency to avoid filing when a file box has a lid. I was looking so intently at the lid that I didn’t notice that there were no references to file interior hanging file rails. Oops. 

Avoid friction. Just as people tend not to put laundry in a hamper if it has a lid on it, there's a tendency to avoid filing when a desktop file box has a lid. Share on X

Then, I had the same problem with the Container Store’s Bigso Stockholm collection. Pretty colors, decent pricing (at $22.99) but while it references that the boxes “can hold” hanging folders, there’s no reference to (or pictures of) hanging file rails. Buyer beware!

Alternatively, this Oterri File Organizer Box with Lid at Amazon is only $18.99, but has all the features the Brightroom and Stockholm lack. It’s 10.6″ wide x 8.26″ deep x 13.38″ high (with largest footprint of the various options here) and uses a linen fabric cover over sturdy board base. It comes in black, dark blue, green, grey, lavender, light grey, pink, and sky blue.

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Although it comes collapsed, when put together, it includes a smooth sliding rail for hanging folders. It does have a lid (a plus for portability, but a downside for those disinclined to file), with an extra mesh pocket for supplies! This is also the only option that is collapsible when not in use.

Wood

As I alluded to in The Truth About Celebrity Organizers, Magic Wands, and the Reality of Professional Organizing back in 2020, I’m not comfortable with Marie Kondo pushing her various lines of what are basically pricey boxes.

However, even I have to admit that the Marie Kondo Shoji Bamboo Desktop File is lovely in its simple elegance. Measuring 13-7/8″ wide x 5-1/2″ deep by 9-7/8″ high, this handmade, bamboo file box, another Container Store exclusive, is $39.99.

For those concerned about the environment and inclined to eschew plastic, bamboo (a renewable resource) may be an appealing option.

Leather

When I seek solutions for clients, I always opt for the highest quality low-cost option. You can always upgrade later.

However, if you prefer something that makes a real aesthetic statement, it’s hard to imagine anything with more quietly ritzy “ta da” power than the Levenger Bomber Jacket Desktop File Holder with Lid. At full cost, it’s $219.50, but is currently on sale for $153.65.

It’s not pictured, but there’s a coordinating lid. There’s also an interior slip pocket to store small items and an exterior pocket. (I’d be inclined to tuck a paper calendar in the exterior pocket with just the current month hanging out.)

FINAL THOUGHTS

Aesthetics only matter if the look of a desktop file box will encourage you to file away those loose pieces of paper. I’d like to discourage you from spending outside your budget in hopes that spending more will change your behavior; it won’t.

Just as with a tickler file, if you’re using a desktop file box to get a handle on completing your tasks, you still need to build a behavioral system to organize what you must get done. For more thoughts on that, I recommend my book, Tickle Yourself Organized.

 

Affiliate Disclosure: Some of the links above are affiliate links, and I may get a small remuneration (at no additional cost to you) if you make a purchase after clicking through to the resulting pages. The opinions, as always, are my own. (Seriously, who else would claim them?)

Posted on: September 16th, 2024 by Julie Bestry | 10 Comments


Longtime Paper Doll readers know that I’ve had a complex relationship with sticky notes. On the one hand, in the very first month of this blog, all the way back in 2007, I railed against writing things on random pieces of loose paper in Stay Far From Floozies: Avoiding the Loose Paper Trap.

On the other hand, over the years I’ve broadened my approach. It’s not the sticky notes, per se, personified by 3M’s Post-it® Notes, that left me chagrined, but the act of writing things you want to remember on any visible piece of paper, without rhyme, reason, or organizational process. To that end, I’ve shared a wide variety of pro-sticky note posts, including:

So, let me be perfectly clear: stickies have have a place in organizing — as long as they’re used intentionally, mindfully, and not randomly.

With all this in mind, today’s Paper Doll post explores another intriguing sticky note option reminiscent of the novelty we discussed back in 2012 when I looked a different transparent office supply solution, in Paper Doll Rolls the Highlight Reel: Removable Highlighter Tape

BENEFITS AND USES OF TRANSPARENT STICKY NOTES

When it comes to organizing thoughts and information, I want the benefits of transparent sticky notes to crystal clear. 

In case you’ve never seen a transparent sticky note, think of it as combining the functions of tracing paper and sticky notes.

Transparent sticky notes — which, to be fair, I generally more translucent or slightly “frosted” than entirely transparent — offer several benefits that distinguish them from traditional opaque ones, especially for organizing and annotating. Additionally, the notes (though not the writing) are waterproof and are generally more durable than traditional sticky notes. 

Having trouble envisioning how they work? Take a peek:

Academic Uses

Transparent sticky notes are ideal for students at all levels, but particularly in high school and college, especially when studying texts where annotations are helpful or even necessary but the page or document must not be permanently altered.

Transparent sticky notes allow students to scribble questions, ideas, connections, and thoughts directly over content. The notes can be applied, easily removed or repositioned, and (if carefully stored) applied again later.

  • Overlay Text or Drawings Without Obscuring What’s Beneath

Transparent sticky notes allow you to place and affix notes directly over text or diagrams without covering the printed content.

This is particularly useful for annotating books and textbooks, source documents, or presentations where you want to preserve visibility of the original material. 

Science textbooks often include complex illustrations of plants, processes, or anatomical design. Students can learn a few elements at a time, add explanatory text to the overlaid sticky notes, remove the note to test themselves, and create new ones for different elements.

  • Highlight and Emphasize Information

By placing a transparent sticky note over a portion of text or an image, you can use a highlighter or writing implement to highlight, annotate, or draw attention to specific details without making permanent marks on the original material.

You can  use a highlighter directly on a clear transparent sticky note; tinted translucent notes let you both color code concepts or categories and serve the same accenting purpose as a traditional highlighter.

Teachers can write comments pointing to specific areas of a student’s work while not damaging the masterwork, and tutors can add explanatory guidance to notes and then remove them when coaching students to remember what was on them.

Students using printed textbooks can highlight or annotate content, remove and re-affix the notes for studying and self-testing, and then re-sell the practically pristine textbook to the college bookstore after the final exam! (Yes, I know college students primarily use digital textbooks now, but they still read many novels and auxiliary books and use workbooks in traditional formats.)

  • Copy content to paste into notes

Remember how I said that transparent sticky notes work like a combination of a traditional sticky note and tracing paper? Trace directly from your text book and then affix what you’ve traced into your handwritten notes.

The hand-brain connection means that students will remember the material much better from the experience of hand-tracing than they might if they only photocopied an illustration or chart.

Organizational Uses

This is an organizing blog, after all, so we should look at the organizing advantages.

  • Layer for Enhanced Organization

You can layer transparent sticky notes on top of one another or over documents without losing sight of the information underneath. This can be useful in complex planning, when you want to group ideas visually without obscuring the main content.

Again, students can use layering for studying illustrations or maps, adding their notes and layering different types of content on top of the original material, with layer upon layer adding more nuance and detailed information. (I’m reminded of my 9th grade Social Studies class where, when faced with a blank mimeographed map of Africa, we had to learn (and later fill in on subsequent weeks), the country names, then the capitals, then the colonial influences, and the top exported product. I could have really used transparent notes, but regular Post-it® Notes hadn’t made it to our school supplies yet!)

  • Reorganize Ideas Easily

One of the great benefits of traditional sticky notes is that you can move them around, but again, transparent/translucent sticky notes augment that benefit. They allow for more flexible, real-time organization of thoughts, whether they’re used on a document or handout, the page of a textbook or workbook, or even on a large-format item like a map, poster, or whiteboard.

Improve Every Stage of a Project

When you work (or study) in a creative field, your work often has many iterations. Having an overlay for things that aren’t (yet) perfect gives you flexibility to be creative without fear of losing a creative draft or burst of genius.

  • Clear the Way for Creative Work

Transparent sticky notes can help for artists, designers, and creators who need to annotate their thoughts without hiding underlying sketches or design elements. Create temporary markups and adjustments without altering the original work.

Musicians might create an overlay with the conductor’s suggestions written on an angle, above or below the measures, bars, and notes.

  • Collaborate and Brainstorm

In collaborative environments — picture a Mad Men-style creative team or a garage band figuring out how different instruments and vocals might come together — transparent sticky notes enable participants to add thoughts or ideas on top of shared content, whether on a design, blueprint, or lyric sheet.

The ability to make changes without altering the original fosters more flexible brainstorming sessions without fear of losing track of the original document or a sequence or flow of ideas.

Who else might use transparent sticky notes?

The unique properties make transparent sticky notes a versatile option in various context. In addition to traditional students and teachers in an academic setting, who else might use these notes?

  • Authors — Most authors now edit galley copies of their books digitally, directly in PDF files. However, editing that way isn’t always comfortable. Writers might choose to make notes (on clean copies of their galleys or even printed drafts) and then highlight changes on transparent stickies.  
  • Memoirists — Reading your own handwritten journals to help document the history of your thoughts and actions? You probably don’t want your 2024 handwritten notes directly on the pages of your circa-1981 Snoopy diary, but overlaying transparent sticky notes helps the you in the present engage with the you of the past.
  • Researchers — When faced with a variety of primary sources that can’t be doodled upon (or when you don’t have access to a copy machine but would prefer to handwrite your notes layered over a document), a transparent note can help you make a deeper connection between your thoughts and the original work than taking notes on a computer or pad of paper.
  • Book reviewers — Whether you review books professionally or just for Amazon or Goodreads, it’s helpful to have your contemporaneous thoughts while reading and your highlighted quotes at the ready. If you find marking up books to be almost sacrilegious, transparent stickies are a great option.
  • Cooks — Some people take recipes in cookbooks as gospel; others like to “doctor” things up. If you were experimenting as you went, you might not want each changed variable to be written onto the original recipe, but you’d still want to track the changes you made until (or even after) you achieved delicious perfection. TheKitchn blog post This Mind-Blowing BookTok Trend Will Change the Way You Use Your Cookbooks is a bit hyperbolic but does show the use case in action.
  • Attorneys — Boilerplate contracts are in computers, and paralegals make the revisions digitally as instructed. But most lawyers can be seen reviewing photocopies of contracts and mocking them up with revisions. Transparent sticky notes would let them see the original contract language, highlight relevant passages, and make revisions; similarly, they might use transparent notes to help them accent points in transcribed depositions and testimony they want to refer to in court.
  • Spiritual adherents — Whether you participate in some kind of formal Bible study or just like reading holy texts from any of a variety of comparative religions, you probably don’t want to scribble your thoughts in the (or any) “Good Book.” Use transparent sticky notes to highlight and annotate questions, feelings, or motivational elements.
  • Crafters — Whether you’re trying to map colors for a needlepoint project or adjust the measurements on a pattern, writing directly on the instructions or designs can get messy, especially if you need to revise your notes. A transparent overlay lets you adjust without the mess.

How might you use a transparent or translucent sticky note?

CHALLENGES PRESENTED BY TRANSPARENT STICKY NOTES

While transparent sticky notes offer many benefits, they do have some downsides to consider.

Potential for Residue

Some brands of transparent sticky notes might leave a slight residue, especially if left on delicate surfaces for an extended period. (Bibles and textbooks from before the1950s tend to have pages that are as thin as tissue paper.)

Obviously, this varies depending on the quality of the adhesive used, and higher-end (and honestly, brand-name) versions will typically avoid this problem. If the book or document you’re using is delicate, test it on a back page, like in the glossary or index.

Adhesive Strength

Transparent sticky notes may not be adhere as strongly as traditional opaque sticky notes, particularly on rougher surfaces. Unlike the recycled paper of traditional sticky notes, the slightly slick material used to make transparent sticky notes makes the notes more durable but the adhesive may be less durable. This means they might peel off more easily, especially on surfaces that aren’t perfectly smooth or when the notes are repositioned (or applied, removed, and re-applied) multiple times. Again, test them. 

Writing Challenges

Depending on the material, certain pens and markers may not write as well on transparent sticky notes. This can limit their functionality (compared to traditional paper-based sticky notes) if you (like Paper Doll) prefer one specific type of pen. Again, brand-name versions are likely to allow a greater variety of pen use; Post-it® shows multiple examples of workable writing implements.

Less Absorbent Surface

Unlike paper sticky notes, which easily absorb ink, transparent sticky notes are usually made from plasticky or filmy material, like stiff, glossy tracing paper. This can cause ink to smear or take longer to dry.

Most of the TikTok videos I found on the topic are in agreement that mechanical pencils, ball-point pens, and markers work best, and that water-based highlighters and pens are the least effective. If you use markers or gel pens, especially if you also intend to highlight what you’ve written, be sure to let the ink dry thoroughly before touching or highlighting.

Limited Color Options

While some transparent sticky notes come in pastels and neons, they usually lack the range of vibrant colors available with opaque sticky notes, especially the myriad Post-it® colors. This can limit your ability to color-code effectively when organizing ideas. You can easily find colorful options, but perhaps not your preferred color schemes.

Glare and Reflection

Due to their transparent nature, this kind of sticky note may glare under certain lighting conditions, making them more difficult to read or see clearly in brighter environments or on glossy surfaces.

Cost

Transparent sticky notes, whether brand name Post-it® versions or generic, tend to be slightly more expensive than their opaque counterparts, so if you’re on a budget or need a lot of them, the cost could be a drawback. 

If you’re using these sticky notes for creative, academic, or professional purposes where clear visibility is key, these downsides may be manageable. However, for heavy-duty or everyday use, traditional sticky notes are usually going to be more practical.

VARIETIES OF TRANSPARENT STICKY NOTES

According to the website, Post-it® Transparent Notes come in 7 varieties, all with 36 notes per pad (though I was able to find an additional 10-pack of the clear version at Staples.com for a whopping $26.46)! 

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All measure 2 7/8″ x 2 7/8″. Note, this is slightly smaller than traditional Post-it® Notes, which are generally 3-inch squares.

In terms of shopping, I should caution that it’s difficult to find all versions manufactured by 3M, though Staples, Amazon, and Walmart each seem to dependably have at least two versions in stock at any given time.

3M also references online availability at Quill, OfficeSupply.com, Maxwell’s, and Strobel’s Supply, though the latter two only carry 24-packs, priced in the hundreds of dollars.

ALTERNATIVE BRANDS OF TRANSPARENT STICKY NOTES

While Post-it® brand is clearly the gold standard for sticky notes, they are definitely not the only game in town, though it’s unlikely you’ll be able to locate many non-3M branded transparent sticky notes in person unless you are shopping at quirky or high-end specialty stationery/office supply stores in larger cities. 

Office Depot has its own brand of translucent sticky notes, about $3 for a pack of 50 notes, in clear, as well as yellow, orange, pink, and an assorted pack of 12 pads in all colors for $14.39.

If you’re happening by The Container Store, they also have a proprietary brand, $4.99 for a stack of 36 clear notes

However, a quick search of Google or Amazon will yield a bounty of options, and if you put “transparent sticky note” into the search at TikTok, you’ll find a number of offers.

Be prepared to have patience. I got excited about the prospect of lined, transparent sticky notes. However, when I went to Stationery Pal‘s website and actually searched for “transparent sticky notes lined,” I was rewarded with some lovely pastel transparent sticky notes, but none were lined. When I tried the same search string but in a different order, I finally got what I was seeking.

In addition to their 2″ x 3″ and 3″ x 3″ pastel-colored “shimmering” translucent sticky notes priced ridiculously low (like $.60 to $1.40 for 50-note pads), they do have blue, green, orange, and pink neon-colored lined, translucent sticky notes. For example, the neon pink, translucent sticky note pads are 3″ square, lined, and $.60/50-note pad, plus shipping.  

(I’ve yet to figure out how TikTok Shop advertisers and companies like Temu and Shein can afford to price their products so low. Caveat emptor.)

In general, my inclination is to shop online with Amazon, as I’m generally happy with their customer service. A quick Googling of “transparent sticky notes” yields more than 100 pages of offerings, from plain, clear, 3″-square sticky notes from known brands like Redi-Tag with four 50-note pads for $4.99 to the puzzlingly unpronounceable Brsbock‘s four 50-note 4″ x 6″ transparent sticky notes for $9.99.

Another “unknown” brand on Amazon, Gueevin, offers “extra large jumbo” 8 1/2″ x 11″ translucent sticky note sheets, 100 for $15.99.

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Colorful options — if you are openminded about the colors you want — are widely available. I’m transfixed by the LinQuick’s pastel transparent notes. They’re billed as “Candy Color”; a twelve-pack of six assorted colors, 50-notes per pad, costs $7.99.
 

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When I first began researching this topic, I was delighted to find an online store called Rose Colored Daze had a collection of Neon Tabbed translucent sticky notes in three difference sizes, ranging from $4.50to $14.50 for ten-note stacks. Imagine a combination of a sticky note, tracing paper, and indexing tabs!

Sadly, all versions are currently sold out, though they do have a number of other varieties of 50-note pads of translucent sticky notes:

Personally, I find round sticky notes to be inefficient; wouldn’t you want to maximize your surface area? Still, if you have a desire for a round, translucent sticky note, Amazon has oodles, such as these Sabary 1.75″ circular notes, which come in five different color schemes for $6.49 for 500 notes.

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So, there’s no need to obscure your ideas — transparent sticky notes will let your thoughts shine through and make the concepts you’re trying to learn less opaque. (So endeth this “clearly” punny post.) 

 

Affiliate Disclosure: Some of the links above are affiliate links, and I may get a small remuneration (at no additional cost to you) if you make a purchase after clicking through to the resulting pages. The opinions, as always, are my own. (Seriously, who else would claim them?)