Organizing Genealogy Research


Organizing genealogy research is essential to preserve your hard work.

• Can’t find the records you know you have?
• Lost in a sea of digital files, photographs & paper?
• Need to organize new records you’re finding?
• Searching for a better way to organize your work?

Organizing Genealogy Research Using Archival Principles helps you put your family history research in order. Discover effective step-by-step strategies to organize and link your digital files and paper records. No need for color codes, numbering systems, or other complicated schemes with this archives-based system.


Organizing Genealogy Research Using Archival Principles is a step-by-step guide to managing your genealogy records, using six digital folders. Learn how to name and organize digital files for quick retrieval, link paper and digital records, and tame your genealogy research.

There are three principal sets of information genealogists create:

  • The digital file created by your family tree application (Legacy, Reunion, Family Tree Maker, Rootsmagic, etc.)

  • Paper records, including original or vintage documents and photographs, plus printouts and photocopies

  • Digital records, including downloads and scans

Organizing Genealogy Research

Get step-by-step help using this Sassy Jane Genealogy Guide.

With this step-by-step Sassy Jane Genealogy Guide, you’ll manage all three kinds of information without duplicating or spending more time managing a complicated system.

Organize your genealogy research just like an archivist would. Learn about the four practices that archivists use daily that provide the underpinnings for great organization of your family history records.

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 Using Archival Principles is a 39-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

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1 review for Organizing Genealogy Research

  1. Nancy Loe

    Patty in California writes, “Amazing guide. Very good insights on how to organize all my records.”

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