Alberta Family Histories Society


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© 2002-07 AFHS
18 Jul 2002

 

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Getting and Staying Organized

 

Gensoft - March 2001
by Doug Hay, GenSoft Past Chair

What do you need to organize?

  • Records (source documents)
  • Correspondence
  • Photos
  • Research
  • Results/Printouts
  • Other stuff

Organizational Methods

  • Folder
  • Surname, sequentially
  • Type, sequentially
  • Scanning into genealogical program
  • Family group
  • Using Software program(s)
Hay Record
Surname Given Name Place Date B,M,D Other Doc Type File No.
Farquharson Jessie Glenbucket 1825 Birth IGI Farq-1
Freeman Dori Winnipeg 15 Jun 1892 Other Letter Freeman-1
etc.            

Types of Identification (ID)

  • C001 - for the first certificate (birth, christening, marriage, death, etc.) Recorded in the file
  • L001- for the first letter, including email, received
  • P001- for the first picture recorded
  • M001 - for miscellaneous items (Bible entries, word of mouth, etc)
  • W001 - for the first will

And any other designation that fits your way of doing things

Individual's Documents (for John Smith)

  • C010 - 1865 Death Certificate
  • C085 - 1800 Birth Certificate (if found after birth certificate)
  • M008 - Conversation with M. Jones re John Smith
  • W004 - 1865 Will

Or Alternatively

  • Birth -1800 -C085
  • Death - 1865 -C010
  • Will - 1865 -W004
  • Misc - M008

By Family Groups

A ring binder for each major family surname, containing:

  • A pedigree chart
  • Direct line family group sheets by generation, each containing
    • Original documents
    • Photos
    • Correspondence
    • Research notes
    • To Do list

Collateral line family group sheets containing same information as direct.