R E S E A R C H   G U I D A N C E
Organizing Your Paper Files
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Guide
Tips
Background
Where to Find It

Introduction
What You Are Looking For
Step 1. Gather together genealogy items you already have.
Step 2. Fill in a pedigree chart with as much information as you can.
Step 3. Divide up the items you found by the family surnames of your ancestors and place them in temporary containers.
Step 4. Update your pedigree charts, and make family group records.
Step 5. Decide how to organize your records into a filing system.
Step 6. Use your paper filing system and your computer.

Introduction

Genealogy is fun when you can find things, but it can be frustrating when you can't. Therefore, you need a simple system for organizing pedigree charts, family group records, research logs, documents, notes, and research helps so that you can readily find them again when you need them. The system needs to be:

For additional understanding, see Background.


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What You Are Looking For


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Steps


These 6 steps will help you begin to organize your family records and documents.


Step 1. Gather together genealogy items you already have.

Place a box in the middle of the floor or somewhere that will catch your attention.

Put genealogy documents, pictures, letters, and anything else related to your genealogy that you can use into the box as you find them.


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Step 2. Fill in a pedigree chart with as much information as you can.

Print or buy a pedigree chartLook this term up in the glossary.. If you want to print a pedigree chart, click here.

Fill in your name and the names of your parents and grandparents. Include birth, marriage, and death dates and places if you know them. Add information about your great grandparents and other ancestorsLook this term up in the glossary..

For additional information on a pedigree chart and how to use one, see How Do I Begin?


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Step 3. Divide up the items you found by the family surnames of your ancestors and place them in temporary containers.

Label temporary containers, such as shoe boxes or manila envelopes, with the surnames or last names on your pedigree chart. Depending on how much information you have, you may have several containers.

Sort what you have gathered, putting items related to a surname into the container labeled with that surname. For example, label one container with your grandfather's last name (one of your 2 grandfathers), and put items about that grandfather and his family into it.


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Step 4. Update your pedigree charts, and make family group records.

Look at what is in each container and see if you can find additional information about births, marriages and deaths of your ancestors. Using the information you find, add any additional names, dates, and places to your pedigree chart.

Make family group recordsLook this term up in the glossary. for each family on your pedigree chart. Click here to print a family group record.

For additional information on a family group record and how to use one, see A Guide To Research.

If you have a computer genealogy management programLook this term up in the glossary., such as PAF 4, type your family information into it. For instructions on how to obtain a free copy of PAF 4 off the Internet, see Tip 1.

For ways to find and copy family information that has already been compiled into pedigree charts and family group records in a computer genealogy management program, see Tip 2.


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Step 5. Decide how to organize your records into a filing system.

Decide on a way to file your materials. Most genealogists use one of three methods or combinations of these methods:


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Step 6. Use your paper filing system and your computer.

Your computer can become a working tool for you. As you research, type new information about individuals into your computer genealogy management program. Also file documentsLook this term up in the glossary. you find about them in your paper filing system(s).

You will be able to use the Find Individual (or other similar feature) on your computer genealogy management program to help you locate each individual and see which source documents your have recorded that verify who he was.


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Copyright 2000, by Mary E. Hill, AG, MLS (also known as Mary E.V. Hill, AG, MLS). All rights reserved. No part of this work may be translated or reproduced in any medium now known or hereinafter developed without the express written permission of the copyright holder. Printed in the U.S.A.
[FamilySearchTM: Research Guidance
Version of Data: 11/17/2003]