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Monday, October 9, 2017

5 tips to organize your genealogy

The chaos of loose papers, pictures, digital images, emails, letters, and etc. can quickly take over your life when you are researching your family history.  As genealogists we juggle many types of ephemera and each one must be stored and cared for in different ways which make taming the genealogy paper monster difficult.  

Tip 1: Be Consistent
As with everything in life consistency is key.  Choose a method that works for you, your space, and your records then stick with it.  Jumping back and forth between organizational ideas can lead to disaster. You could lose papers, forget where you put things, and in general make life a lot harder on yourself for no good reason.
A part of consistency is also setting aside time to file, organize, and purge your papers.  Yes, I said purge.  We do not need to keep every little scrap of paper for your collection.  Setting a regular date to sit down and do these tasks is crucial.  Your family members will thank you, trust me.

Tip 2: Make Sure Materials Are Safe
Storing your materials improperly can lead to their demise.  In the past few decades the availability of archival safe products has risen thanks to the scrap booking craze. Take advantage of that phenomenon by making sure you store and protect your papers and pictures in a way that will ensure they last for several more generations.
You can purchase archival quality boxes in a variety of sizes for your keepsakes.  There are also acid free plastic sleeves which hold documents in binders.  One of the worst things we ever did to was use glue board self-adhesive photo albums.  The acid in those sticky surfaces ate away at pictures and ruined them the longer they were there. 
In addition to how to store items where to store them is key.  Attics, basements, garages, or anywhere else that is not climate controlled should be used.  The constant temperature and humidity changes can degrade artifacts not to mention the risk of animal damage.  If you have an office or bookcase to keep your genealogy organized that is best.  However, if you can convince your family to let you have a closet on an interior wall of the house would be perfect.  The interior wall closest will not get too hot or too cold and stay a constant temperature and humidity.

Tip 3: Invest in a Good Scanner or Camera
No matter how much we try, or how many people profess this to be the digital age, genealogists will collect a lot of paper.  To help with the clutter, and cut down on the amount of papers, a good portable scanner or digital camera is key.  You can easily scan papers and documents while on research trips, visiting family members, or at libraries.  What you can’t scan you can take a picture of with your camera. Viola, one less piece of paper for you to store or misplace!

Tip 4: Backup, Backup, Backup
Nothing lasts forever.  A natural disaster or accident could occur at any time.  Sometimes we can prepare for them and sometimes Mother Nature won’t give us that option.  Making backups of your work is a way to help protect your research and heirlooms.
You can back up your files in several ways.  Making digital copies of all papers and photographs is the most common way to do this.  Once you have a copy you can then store your papers away in a safe place.
Backing up those digital files is also crucial.  You can make copies onto external hard drives but be careful!  Those can become corrupted if not cared for properly.  You may want to invest in an automatic backup service that will automatically back up your computer once a month.  There are paid services that do this, such as Carbonite, and you will need to do some homework to find the one that is best for you.
Lastly, the newest way to share and backup your files is via a cloud service.  There are several to choose from, but the most common is Dropbox and Google Drive.  Here you can store files directly from your computer onto these platforms whenever you want.  The added advantage to these platforms is that you can then share these files with other people, no matter where they live.  Simply send them a link to the file and they can see what you uploaded.

Tip 5: Use a Color Code or Numbering System
Color coding and numbering are the 2 most common ways to organize your files and genealogy.  There are numerous ways to do this so think about what will work best for you and then stick with it.  Color coding is by far the most popular because you can locate what you are looking for on sight.  Numbering is another organizational tool and is more than just the standard Ahnentafel.  Listed below are different ways other genealogist’s use these methods for their research and you might find useful for yours as well.

Color Coding:
·        File folders or binders color coded by surname: each surname has a color coded tab on the outside of any files or binders that hold papers for that surname.
·        File Folders or binders color coded by paternal or maternal lines: this system takes 2 colors, one for all the lines on your paternal side and one for all the lines on your maternal side.
·        Color code based on types of records: Some people like to file by record type and not surname and in those instances they will color code based on the types of records those files contain.

Numbering:
·        Pick a standard system and stick with it: ancestor numbering system (like Ahnentafel) or descendant numbering system (like Modified Register System) are the 2 standard numbering system that you can learn.
·        Number your sources: some people keep a source binder with all the source citations listed in it for all of their documents.  The number for the source citation then goes on the document before it is filed.  Then, in the future, they can find the citations quickly and easily.

Web Resources
         Helpful Videos on Genealogy Organization
         Online Resources for Organizing Your Genealogy
         Organize you Genealogy Email
         Organizing Your Hard Drive: Photo Filing Tips
         Organizing Your Research
         Organizing Your Research (Family Search)
         Organizing Digital Files
         Producing Quality Research Notes
         Scanning Family Photos
         What to Keep and What to Toss


Book Resources
         30 Seconds: A Guide to Organizing Your Genealogy Files by Robert Langman
(Heritage Knights)
         The Art of Organizing Anything: Simple Principles for Organizing Your Home,
Your Office, and Your Life by Rosalie Maggio (McGraw-Hill)
         Organizing and Preserving Your Heirloom Documents by Katherine Scott
Sturdevant (Betterway Books)


Free Forms
         Family Tree Magazine http://www.familytreemagazine.com/freeforms
         GenealogySearch.org http://www.genealogysearch.org/free/forms.html
         National Archives http://www.archives.gov/research/genealogy/charts-forms/


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