Organizing Genealogy Research
Using Archival Principles

This Sassy Jane Guide helps put your family history research in order.

Learn simple and effective strategies to organize your digital files and paper records, using the same principles as professional archivists.

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Organizing Genealogy Research Using Archival Principles offers simple and effective strategies to organize your digital files and paper records.

This Sassy Jane Guide helps you put your research records in order, using the same techniques as professional archivists, who manage vast collections. No need for color codes, numbering systems, or other complicated schemes that take time away from what you really want to be doing, which is finding more ancestors. 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 39-page PDF download for $4.99 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

Table of Contents


4 Inside This Guide

4 Three Kinds of Genealogical Information

5 A. Using Consistent Data Entry and File Naming

6 Top Ten Organizing Concepts From Archivists

6 Controlled Vocabulary

8 Authority Files

9 Digital File Names

9 Data Entry

11 B. Creating the Six-Folder Digital Filing System

12 Master Genealogy Folder

12 1. Administrative Files

13 2. Family Tree Software Files

14 3. Family Photographs

15 A. Cemetery Photographs

16 B. Family Photographs

18 4. Primary Sources

21 5. Secondary Sources

30 6. Surnames

31 C. Filing Paper Records

32 Paper Records

32 Vintage or Original Records

32 Photocopies and Printouts

32 D. Linking Digital and Paper Records in Citations

34 Conclusion

36 About Sassy Jane Genealogy Guides