Starting a genealogy project can quickly result in a surplus of records and information that can be overwhelming to handle.

However, there are several tools and systems that you can use to stay organized.

coloured file folders
  1. Create Files or Folders by Surname

    One of the simplest ways to stay organized is to create a file system and label each folder with the appropriate surnames. Example: Joseph Parr & Jane Kennedy.

    You can use different colored folders for each parental surname, install tabs with both parent’s full names, and use manila-colored file folders inside each folder for each daughter and her family.

    Each file should contain your notes, and you can photocopy relevant pages, pictures, and records to keep in the file.

    If you have records that apply to more than one person, make multiple copies and note on the back of each copy where the other copies are located.

  2. Organize by Family Line

    Each paternal family line gets a different colored folder where all relevant information is kept. You may subgroup information by type, such as photographs, certificates, and so on.

  3. Organize by Family

    Keep all documents, photographs, and information on a specific family in one folder.

    However, create different folders for each child and their family as they marry and have children of their own.

    Keep duplicate documents in each folder to avoid confusion.

  4. Organize by Event

    You can also organize information by events such as birth, death, and so on.

    Chronologically organizing this information can help you stay organized.

Tools to Organize Your Information

You can use a file cabinet, notebook, binder, or computer to store and organize your genealogy project.

Whatever system you choose, make sure you have backups to avoid losing all your hard work to a computer crash, house fire, or other disasters.

Several software programs are designed explicitly for organizing genealogy projects, helping you share information with others, and preparing fancy reports, charts, and books.

Start organizing your genealogy project as soon as possible, take good notes, and be comprehensive with your documentation.

Photocopies are also helpful. Note on the back of each photocopy where you received it, from whom, and when you obtained it to avoid confusion later on.

I hope these tips have been useful to you in your genealogy project.

This is the END of a 15-part series of “how-to” articles for beginner genealogists.

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