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If
you're reading this on-line article, then you have a computer. Are
you using its power to organize your genealogy and family heritage
data? Or are you relying on an overstuffed, disarrayed filing
cabinet? If you're doing the latter, then using a computer will
provide many advantages, including information retrieval and
editing, document tracking, and information preservation. You can
use the computer in a do-it-yourself mode, or purchase specific
software. Both will be discussed in this article.
Do-it-yourself
To create your own system you will need some sort of office software
suite that has word processing and spreadsheet programs.
Word processing software can be used for text-generated items, such
as writing family histories, creating a family timeline, writing
correspondence, typing up research notes and the like. The outline
capabilities of a word processor would allow the creation of a
descendant report, for example.
A spreadsheet program can be used to record data and facts by
family/person, or to create a cross-reference index of your
documents. You'll need to decide what information you want to
record and then set up columns and rows accordingly. For example,
you could assign each column to a type of document: birth
certificate, death certificate, etc. Each row would then be a
person. In the cell corresponding to the document/person, you can
enter where the document is filed and any pertinent facts from that
document. This will not only make the information readily
available, but also shows at a glance what documents are still
needed. Creating one spreadsheet for each surname will help with
organization.
Of course, you'll need to organize all these electronic files by
setting up a folder and subfolder system on your hard drive. Start
by creating a folder for each surname you are researching. Within
that folder, create subfolders for the types of documents you are
creating. Subfolder examples include: written histories, research
notes, document index, and photos (digital). Use the same subfolder
file structure for each surname and follow a consistent file naming
convention. You might, for example, name each family history word
processor file as "Surname_history",
where "Surname" is
the family, e.g., "Smith_history".
A descendant report could be named "Smith_descendants".
Using a consistent method of folders and file names will make it
easy for you to find and retrieve your information.
Software
If your less computer savvy, or simply don't want to spend the time
creating your own system, then there are many software programs
available that will make your information organization easy. Basic
genealogy programs allow you to record all the information you
acquire for each person, record the source of that information
(i.e., the document), and then store the data in a file. The
program also makes it easy to find individuals and create specific
reports/charts, such as a pedigree chart. Many programs will even
allow you to tie into the Internet for research, or store photos to
create a family genealogy "scrapbook". An example of such a program
is
Family Tree Legends, but others exist.
If your looking for document and fact organization, a program called
Clooz may be helpful to you. This is a database program that
has templates for common types of document, such as census records,
birth/death/marriage certificates, and many others. The templates
are designed to allow you to enter pertinent information and then
make it easy for you to later find the information, and also the
actual document in its storage location.
Other
Considerations
With the prevalence of email as means of communication, you'll want
to create a folder structure in your email program that makes it
easy to find those old emails. Set up a system like that discussed
above for documents. For example, have an email folder for each
surname you are researching, then drag-and-drop emails to their
respective folders. Folders should also be created for other
topics, such as societies or organizations you belong to or
communicate with.
Use the file structure concept with your web browser by organizing
your bookmarks to easily re-visit your favorite research sites. Most
likely, this will not be a surname organization, but rather by other
common identifiers, such as geography. For example, create a master
folder called "States", with a subfolder for each state where you do
research:
Florida, Kentucky, etc. Each subfolder would then contain the
website links bookmarked for that state.
Whether you have a do-it-yourself system or use a genealogy program,
make sure to periodically back-up your files. Make two back-ups.
Keep one at home and take the other someplace else, such as the home
of a relative or a safety deposit box. You have too much time and
effort involved in your research to loose it all because of a hard
drive crash or other disaster.
The whole idea of using your computer is to make information
storage, communication, and retrieval easy and fast. Spend your
time researching and sharing your family heritage, not hunting for
it in a cluttered file! |