I had a great time today presenting my session at the Computer Genealogy Society of San Diego on managing your digital genealogy research environment effectively. Managing your genealogy research shouldn’t be so overwhelming it takes time away from your actual research.

I’ve put together an e-book, Sassy Jane’s Guide to Organizing Your Genealogy Research Using Archival Principles. It covers in detail the ideas we talked about today, including file folder structure, file-naming conventions for downloads and scans, the authority file, and metadata for your family photographs.

A retrieval system—a way of locating what you own on demand—is essential. Naming and organizing digital files for quick retrieval, file folder structure, and linking paper and digital records are all ways to find your documents when you need them.

Organizing Genealogy Research is available as a 38-page PDF download and has four sections:

  • Using Consistent Data Entry and File Naming
  • Creating the Six-Folder Digital Filing System
  • Filing Paper Records
  • Linking Digital and Paper Records in Citations

To order, click here.