Lesson 13 - Organising Your Files


LESSON 13 – Organising your files

Let’s face it, doing Family History/Genealogy we need to come up with a logical filing system that works. How many times have you had to hunt for something that you know you saved somewhere on your computer? It can be frustrating and time consuming.

However, if you take the time to set up a tree filing system and have a consistent way of labelling each item, then you should be able to find anything with a couple of clicks.

This setup by Diane Gould Hall is very close to how I’ve set up my filing system. The only extra folders I have is for Family Group Sheets for each “family” and Convicts. She also has a great tip for adding folders for each surname.

I suggest you scroll down and read the comments for some answers to variations of the filing system.

I keep my physical files the same way.

The biggest rule is BE CONSISTENT when naming items or folders.

After reading Diane’s article I’m going to redo my folders and tie my items to my Legacy Family Tree by adding the RIN number for any individuals records and the MRIN number for marriage records. I will also use the MRIN as part of the file name for my family group sheets. The RIN and MRIN are assigned by the program. Perhaps your family tree program has an identity number you can use.

Example:
Old record name: Edwards-Jones Marriage 1833
New record name: MRIN 119 Edwards-Jones Marriage 1833

It may not seem like much but adding a unique identifier to the file name can really help to find a record, especially if you have lots with the same name. The identifier can be anything you choose.

By using a good, robust filing system, you can virtually go paper free. Most printers these days have scanning capabilities.

NOTE: When scanning documents, it is best to save them as PDF. PDF gives best clarity. Of course, photos should be saved as JPEG.

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