Research Notes & Lessons

Organizing Genealogy Without Creating a Second Full-Time Job

Refreshed from an original 2020 post.

My early research taught me that keeping everything is not the same as organizing everything. I had duplicate scans, inconsistent filenames, printed copies I forgot I owned, and records separated from the context that made them useful.

Choose a system you will actually maintain

Paper, digital, or a combination can work. The goal is retrieval: can you find the record again, identify whose record it is, understand where it came from, and know whether it is an original, scan, transcription, or working copy?

Name files when you save them

A descriptive filename can include the date, surname, given name, record type, and location. Consistency is more important than perfection.

Back up deliberately

Digital files should not live in only one place. Originals also deserve storage appropriate to their physical condition and importance. Your working copies and preservation copies do not have to be the same thing.

The best genealogy organization system is not the most elaborate one. It is the one you can understand six months after you last touched the project.

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