Research Organization – How Do You Keep Track Of It All

Is your filing up-to-date? Can you find that essential census record when you need it?

I was scanning through a forum the other day and came across a thread about methods of filing genealogy documentation. There are probably as many methods as there are family historians. Most amateur genealogists have not set up a method yet. They likely just have a file folder or a file box full of all their family documents, letters, and photographs. Unfortunately, this method will eventually create a problem that forces them to start a proper filing system. That's where the amateur runs into trouble – trying to decide the best filing method – one that is simple to follow and yet allows them easy access to any document at any time.

Here's a few methods that are commonly used by family historians:

  • Binders or Folders:
    • Simply keep a separate binder or folder for each family surname,
    • Use archival safety sheet protectors to store valuable documents,
    • Use color coded dividers or sub-folders to separate vital records, census records, land records and miscellaneous records;
    • Label each binder or folder with the Family Name, Family Head's Name, and Ancestor's Line.
  • Expand on the separate binder/folder method to include a separate folder or binder for each Household – Father, Mother, Children:
    • Once the Child has married (or the like) and started their own family create a new folder or binder for that family,
    • Include the Maiden Name on the folder,
    • Include a more complex labelling system to cross reference material between parents and children;
    • Include Family Chart or list of family members included in the binder or folder.
  • A combination of the above methods:
    • Expand on the labelling system to identify the documents as primary, secondary, hearsay,
    • Include additional dividers or folders to separate documents, letters, photos,
    • Include a more complex labelling system that includes an index to the material and cross reference material,
    • Record the all of the details electronically into spreadsheets, documents, PDF's or online documents, including the cross references and indexes as a backup in case of disaster.

As you can see there are literally dozens if not hundreds of ways of completing your documentation and filing. Tell us about the method that you use. Be sure to describe them in detail and let us know how effective it is.

If you are already a member of All-About-Family-Trees.com, simply click on the "Add new comment" button and add tell us about the method that you use. If you are not a member yet, take a few minutes and join our growing community and tell us your family research story. Simply click on the link at the top right of the page, create a username and be sure to signup for our weekly newsletter. If you signup for the newsletter I'll send you a free copy of my e-book '10 "Must Know" Tips to Uncover Your Heritage'.

We all look forward to hearing from you soon.


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