Once you get your basic file folder system set up, you should realize that you need to treat your filing system like a living creature. It needs to be "fed, watered, and loved!" Following are suggestions on how to do so:
1. Set up a simple "in box." Any box you have will do.
- Place every new item (documents, e-mails, correspondence, etc.) in the in box until you have time to file the items in Holding Files, family folders, or Locality Files.
- Take a few minutes every day to look over a couple of items and decide where each item needs to be filed. Write the name of the family the document pertains to or the Locality File where the document should be filed in the upper right hand corner of the document, such as "File: Smith, John" or "File: Cumberland Co., New Jersey." For family documents, you can also put a color mark in the corner by the person's name to remind yourself which color the document should be filed under.
- Make a rule with yourself that you will file at least one item a day into your basic file folder system.
2. Work on researching one family at a time.
- Think one family's research problem through and make a To Do List of questions you want to research.
- Do the research needed to answer the questions on your To Do List. Record on Research Logs the names of records you search and whether the record had information that was helpful or not.
- Label the documents you find: "File: Smith, John." File the documents.
- Type information about individuals you find into your computer genealogy management program program. Type documentation into Sources, and write explanations in Notes.
- Write up a brief summary report of what you've found concerning this family. Use a word processor if possible.
- When new ideas come to you about the research problem, rename the summary report and add to it or change it. Do not just change the old report. The old report and new report side by side help you see where you've been and where you are now headed in your research.
- File printed copies of summary reports in the family folders involved.
As you continue in this process, you will discover that step by step your genealogy research questions are being looked at, analyzed, worked through, and solved. What a satisfaction that is!
Return to top of page
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]