7 Ways to Get the Most from Genealogy Documents (Part 1 of 2)

Don't miss out on the full value of genealogy documents. Here are 7 ways to get the most from the documents you want for your family tree.

I'm still plugging away at my source citations project. Each day I add citations for 70–100 of the Italian nationals in my family tree. Working on source citations makes it obvious how important genealogy documents are to family tree research. I have so many people in my tree whose existence would be unknown if I didn't have this one document image.

Let me share with you 7 ways you can get the most value from each genealogy document you discover.

1. File Naming and Storage

If you're downloading document images you find online (I hope you are), you must make sure you can find them again. Everyone has their own preference about document file naming. Whatever you choose to do, do it with consistency. Then you'll have no doubt where to find a particular document.

I've detailed my file-naming and folder storage system in "3 Simple Rules for Managing Your Digital Genealogy Documents". I know lots of people have separate folders for individual families. For me, that'd be impossible. My family tree has 81,500 people and thousands of families. And what happens with Grandma? Is she stored under her father's last name and excluded from the folder for her husband's last name? Do I put a copy of her censuses under both names? It makes no sense to me.

The vast majority of my document image files are vital records. I name these for the person who is the primary subject. That's the baby on a birth record, the decedent on a death record, the groom and bride on a marriage record. I name the files last-name-first so they're easy to sort and find. When I name a file for a female, she always always always goes by her maiden name. The only time this is tricky is when a widowed woman is the head of household on a census form. In those cases, I'll use both last names, as in OrsariSarracinoGiuseppa1920. This is a 1920 census record for Giuseppa Orsari, widow, and her Sarracino children.

When you're choosing a file-naming/folder-naming process to follow, think it through. Let's say you don't name your files last-name-first. If you need John Taylor's documents, how many hundreds of John files will you have to pore over to find the right one? There are Johns, John Anthonys, John Peters, John Philips…that Taylor could be anywhere.

Find a solution that works best with the way you use your genealogy documents.

With a logical filing system in place, any genealogy document is easy to find for use in your family tree research.

2. Source Citations

Why create source citations? Imagine you're searching online for a distant cousin whose family tree might help you. You find one, and their tree has tons of details that are new to you. But not one fact has a source citation.

You're left to wonder, where did they get this date? Is that her maiden name? Did he die in another country? Without source citations, you have no solid reason to believe any detail is correct.

Recently, I heard from someone through Ancestry.com. It may be the first time I've ever heard from another Sarracino descendant. (That's my grandmother's maiden name.) Unfortunately, a lack of pre-1861 records from their town means I can't find our connection. But I'm happy to share what I do know.

He found his relatives in my family tree and asked me where those names and dates came from. Right away, I added the missing source citations for everyone in his branch. I synced my Family Tree Maker file with my Ancestry tree and pointed him to it. I told him he could view the profile page for any person and see a list of citations in the center column. For any citation, he would find a clickable link to the web page where he could see the vital record for himself.

That's exactly the type of proof someone needs to believe your genealogy work is valid. Plus, there will be times when you need to return to a document online. What if the version you downloaded got lost or corrupted? Say you found out that a cousin lived in your grandparents' apartment building. You'd need to return to the census to look for the cousin on the next page. If you didn't add a citation, how easily could you return to the source?

Source citations have tremendous value. For tips on following a source citation routine, see "These Steps Make Your Family Tree Much More Valuable".

3. Digitization

I've lived at a keyboard since I bought my genuine IBM PC in 1985. Of course all my stuff is digital! I'm not one of those genealogists with binders full of paper reproductions. I can't even imagine a binder for each family. (Again, I have thousands of families.) I have a few noteworthy paper-based family tree projects, but that's it:

• How to Create a 'Book of Life' for Your Relatives
• Make Your Own 'Elder Scroll'
• 5+ Ways to Share Your Tree with Family

I have only a small number of paper vital records that are not online. My grandfather's 1992 death certificate. My great grandfather's 1969 death certificate, and so on. These documents all fit in one folder. But of course I need to have an image of these documents in my family tree and as part of my computer backup.

That's why I digitized each paper-only document to make sure I never lose it. To see how simple this routine can be, read "How to Make Your Family Tree Fireproof!"

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Have you ever heard the phrase "Pix or it didn't happen"? When it comes to genealogy, it's "Documents or it didn't happen". Take the time to:

• follow a file-naming and file-storage routine
• prove your work by citing your sources
• safeguard your work for posterity.

More people than you will care about your family tree. Make it the best you can.

There's so much to say about genealogy documents that this article got quite long. Please come back next week and I'll wrap up the rest of the 7 Ways.