Spring Cleaning for Your Family Tree

I found them sitting there in the "family tree" folder on my computer. Eight Italian vital records and a couple of U.S. immigration records that did not belong there. It was clear I'd cropped the images and made them ready for my family tree. Then I must have dragged them into the wrong folder.

What else had I misfiled or left unfinished? My main family tree folder is where I keep things I plan to work on later. These files didn't belong there.

If you started your genealogy research journey a while ago, you know more now than you did then. You've made breakthroughs on some of your lines. You've discovered new resources along the way.

It's time to use your growing knowledge and resources to clean up past mysteries.

Give your old files and notes a fresh look with more experienced eyes. For instance, in my main folder are two files I purposely left there until I learned more. One is an 1893 ship manifest featuring the last name of my 2nd great grandmother: Consolazio. I labelled the file ConsolazioPaolina1893, but who was Paolina?

How many family tree mysteries can you solve now that you know more?

Thanks to the vital records from the Consolazio hometown (Santa Paolina, Avellino, Italy), I now know she is my 2nd great grandmother's sister. This ship manifest gives me the names of two of her children and tells me they were bound for Orange, New Jersey.

Looking at that 1893 manifest, I recognize other Santa Paolina last names: Dato, Bruno, Morrone, Maiorano, Stanziale. The record doesn't include hometowns, but my research tells me who's from Santa Paolina. There are two Consolazio families on the manifest, and I'll bet I can work both into my family tree now.

Also in my main family tree folder is an 1886 church record sent to me by a friend. It's a marriage between two people with my two grandfathers' last names. It turns out he is my 3rd cousin 5 times removed and she is my 4th cousin 3 times removed.

Also in that catch-all folder is a list of people who died in the 1805 earthquake in my Grandpa's hometown. In the past, I've tried to place these people in my family tree. A handful were already there, but I had no idea they'd died in the earthquake. One is my sixth great aunt. In this text file I left myself a note saying "DOWN TO HERE," signaling where I should pick up and continue my search.

How many tasks like these have you left unfinished? How many notes and documents have you tucked away for later? How many have you completely forgotten about?

I use Family Tree Maker software to build my tree. There is a Tasks feature that lets you record what you need to do for a particular person. As more and more documents become available, it's important to revisit these tasks. See what you can do about them.

I also use the Bookmarks feature in Family Tree Maker. Whenever I add an important note to a person, a note I want to make sure I don't lose, I give them a bookmark. These bookmarks a visible in the index of all people, so they're easy to spot.

These notes are handy when I'm wondering why a person's trail has gone cold.

Make sure your "why I did this" notes are easy to find in your family tree.

Dig Into Those Dusty Crevices

To give your family tree a spring cleaning, check your:

• Computer files. Do you see any files on your computer that are not where they belong? The files in my Family Tree folder belong in my immigration and certificates folders. I'll check my family tree to make sure these images are in there. Then I can file them away properly.
• Paper files. Many family tree researchers keep extensive paperwork in binders. (Not me.) Do you have a pile of papers somewhere, waiting for your attention? Divide and conquer!
• Notes. You may use a program like EverNote or a paper notebook to record your research notes. Can you solve any of those mysteries now?
• Family tree. Have you recorded notes and tasks in your family tree software? I'll bet you can solve some of them now. You may simply need to give them another look.

I've spent the past week filling in the holes in my family tree. It was surprising how many facts were only a search away. I found missing last names, missing birth and death dates, and missing marriages. It was so satisfying!

I know you'll feel a great sense of accomplishment when you tie up some of your loose ends. And along the way, you may figure out a better way to keep these notes so they don't get buried again. Find a method that works best for you, then stick to it!

And speaking of cleaning up:

• How to Improve Old Photos and Genealogy Documents
• How to Weed Out Those Unreliable Sources
• Consistency Makes Your Family Tree More Professional

Try Quick Genealogy Tasks When You Can't Focus

Tackle some easier family tree tasks when your head is not in the game.

A lot of my genealogy friends are saying the same thing online. "I can't seem to concentrate. I thought I'd make a lot more progress on my family tree in quarantine."

I'm not having trouble concentrating. I've worked from home since 1991, and I'm as busy with work now as ever.

But I understand what my friends are feeling. Their routines are gone. There's so much to worry about. They'd like to make some real genealogy progress.

Sometimes I want to make genealogy progress, but I don't want to make a big commitment. I may feel tired or have limited time.

That's when I turn to my Quick Genealogy Task List. It's a list of simple family tree tasks that aren't too demanding.

This is my go-to genealogy task when I'm not ready to devote a lot of time.

When you're having trouble concentrating, start chipping away at a simple item. Something that doesn't take a lot of mental effort. You may find that once you get going, you'll be eager to knock off another task.

Here are some basic categories of tasks. As you read them, think about your genealogy research. What can you add to your list?

Clean-up Tasks

I'll bet there are a few things about your family tree you'd like to go back and clean up.

• Adding descriptions to your photos
• Standardizing place names
• Weeding out extra people
• Fixing your source citations

I like to think of family tree clean-up tasks as upgrades. I adopted a much better style of citing my sources, and it's a big upgrade. But my tree has more than 23,000 people, so I can't upgrade all my old sources at once.

Instead of fretting about them all, I concentrated on my direct ancestors first. I upgraded all the sources for my 290 direct ancestors.

And I didn't do it in one sitting. That's important when you're having trouble concentrating. Don't put any extra pressure on yourself. This is a project you can come back to at any time. Make note of where you leave off.

It was exciting to finish my direct ancestors' source citations. I felt inspired to start fanning out by working on the citations of all the children of a given set of ancestors.

Organization Tasks

Genealogist love having their stuff organized neatly. Stuff like certificates, family group sheets, binders, and digital files.

Are all your family photos digitized? Are the image files named in a standardized way? Are the filed in a logical way? Are they added to your family tree?

I've been working through hundreds of photos from my late aunt's collection. I'm scanning them and doing some retouching in Photoshop. I've been uploading them to a private Pinterest board that I'm sharing with relatives. I need their help in identifying some of the people and places in the old photos.

Can't concentrate for long? Divide your genealogy project into smaller increments.

Scanning may be the easiest, least brain-intensive part of this process. Then comes proper file naming and filing. Followed by archival-quality photo storage boxes for preserving the original photos. I have a plan for that.

Follow-up Tasks

Most of us have been plugging away at this hobby for a long time. Do you have leads that you haven't followed up on yet?

Have you interviewed a relative, but never typed up the transcript? I have. I recorded a conversation with my parents, asking them about their childhood. I still haven't transcribed that digital audio file, and that was 2 years ago.

I also have an old notebook filled with Ellis Island ship manifest entries. It's from my first days of family tree research. I want to follow up on each entry in that notebook. Are they a relative? Do they belong in my family tree? Did I ever put them in there?

And I have my brother's college genealogy paper. I need to completely scrub it for facts and anecdotes he got from Grandpa back in the 1970s.

Finally, I tend to add bookmarks to people in my family tree who have a problem to resolve. Trying to resolve one person's problem can take your mind of this whole doomsday scenario for a while.

Those are a few low-commitment task categories. I'll bet you can come up with more. Spend a few moments starting your list. Add to it whenever something comes to mind. Then turn to your list when time—or your concentration level—is short. And turn to it again and again even after we begin to get back to normal.

7 Steps to Perfect Family Tree Document Placement

Do it right the first time and you'll never need to come back and fix it!

I've written about how to add metadata to your genealogy document images. And I've written about how I name and file away my images.

Today let's break down my entire process for putting a document image into my family tree. I like to do it so thoroughly that everything is as perfect as I could ever want it to be.

It comes down to 7 steps. That sounds like a lot, but once you're used to it, it all feels like one step. Here we go:

Step 1: Save a copy of the document image to the proper folder on my computer

Within a Family Tree folder on my computer, I have a folder for each main genealogy document type. My "certificates" folder is enormous because it has all my vital records. I have access to more than a century of vital records from my ancestral Italian hometowns, so they add up fast.

Step 2: Rename the file appropriately

My format is LastnameFirstnameYear or LastnameFirstnameEventYear, depending on the event. If it's a marriage record, I include both groom and bride. If it's a census record, I use the head of household's name. I don't include the year in the file name of a World War I or II draft registration card. We know when the wars happened.

Having a system keeps all your genealogy documents easily accessible.

Step 3: Crop and enhance the image

I always crop my Italian vital records. Often there are 2 pages in the image and a big black border. If the image is too light or dark, I adjust the contrast to make it easier to read. I don't crop census images and ship manifests because they seem to wind up a larger file size than the original.

Step 4: Add metadata to the image file

I've always added details to an image within Family Tree Maker. Then I realized I can add those details to the image file itself. That way the source information always stays with the image. And it gets pulled into Family Tree Maker.

Plus, I can give the image a title, and it becomes the image's caption in Family Tree Maker. I always begin the title with the year. Then all the images for any one person display chronologically.

Meta data carries into Family Tree Maker, and stays with the image forever.

Step 5: Drag the image into Family Tree Maker

After I drag an image into Family Tree Maker, I double-click it. I enter the date that's on the document and choose the image category. (If you add a date in the metadata, it doesn't carry over into Family Tree Maker.)

I don't have photos of my ancestors who never left Italy. So I choose the earliest document I have for them and make it their profile picture.

Step 6: Enter individual facts in Family Tree Maker

Once you add a census image to your family tree software, for example, check it for facts. You might have:

• street address
• occupation
• number of years married
• place of birth
• immigration year
• citizenship information and more

Enter all the facts into your software for each person named on the document. And don't forget to give each fact a source.

Step 7: Add an entry in my document tracker

Once I finish everything in Family Tree Maker, I turn to my document tracker spreadsheet.

For a ship manifest, I enter the year and (doc.)—for document—in the immigration column for each person in the image. The (doc.) tells me I have the image. A year with no (doc.) means I found a mention of an immigration year (on a census sheet usually), but not the document. In that case, I'll add "immigration" to the Need to find column for this person.

For a marriage record, I enter the year and (cert.)—for certificate—in the marriage column for both bride and groom. The (cert.) tells me I have the image. A year with no (cert.) means I found a mention of a marriage year, but not the certificate. In that case, I'll add "marriage" to the Need to find column for both bride and groom.

You may think 7 steps is outrageous or too tedious. But I find it's well worth the effort. I'll never need to double back and fix any images. Or add missing information. And I'll always have a quick reference showing me what I've found and what's missing.

Making these 7 steps a habit means I'll never have to turn any of them into a big cleanup job.

Won't you join me and be a neat-freak, obsessive-compulsive genealogist, too? Imagine how great it would be if everyone with an online tree took this much care with their work!

Make Your Digital Genealogy Documents Searchable

Who needs a search engine? Your computer is a search engine!

I'm constantly bouncing all around in my genealogy research. One day a person with my last name mentions their grandparents' birth dates. Another day a DNA match reaches out to me looking for our shared ancestors.

I need a quicker way to search for these connections.

One of my genealogy goals this year is to enter the details from thousands of Italian vital records into a spreadsheet. Then I can use Excel to search for a particular man's name and find the one who's married to the right woman. Or I can find all the babies born to a particular couple.

I've done a chunk of that work, but it's going to take years to complete.

Luckily, I found a faster method I can use in the meantime. Now that I've somehow become a "morning person", I'm using the evenings for an easier genealogy task. It's not exactly a no-brainer, but it is simple. And the benefits are really big.

This can apply to you, too, even if you don't have a huge collection of vital records on your computer.

Don't worry where you filed that document. Your computer knows where it is.

Whenever you're not quite up to serious family tree research, but you have your hands free, you can do this, too.

Rename your digital genealogy files to include the name(s) of the primary person.

I'll bet you've done that with census sheets, ship manifests, and other documents.

But did you realize you can search for any and all of a particular person's files on your computer at once?

This will really help you when you need to:

• answer a question from a new possible relative
• find the marriage record for a new person you added to your family tree
• figure out if the "Pasquale Iamarino" in this document is the same as the one in that document

I was especially happy to see how smart the search function can be. For instance, if I search for "Mary Murphy", but her full name is "Mary Jane Murphy", I'll still find her.

If I had any doubt about the value of renaming my files, one search washes all doubt away.

To save tons of time on future document searches, I've been renaming files like a madwoman.

At night, with the Yankee game on TV, I open my collection of Italian vital records. I've renamed every marriage record image from 1816–1860 to include the names of the bride and groom.

That means I can search at the town-folder level to find a marriage between any particular couple. A search for "Antonio Martuccio Maria Maddalena Paolucci" delivers their 1849 marriage record. Instantly!

The benefits are so important that I'm excited to rename more and more files. Plus, doing this makes me an expert on the names that come from each town. While renaming one file I thought to myself, "the groom must be from my other grandfather's town". And I was right.

Is your genealogy document collection named so it's searchable?

It's Time to Tame Your Family Photos

Set your goals and dive into this photo scanning and filing project.

I may not always follow my own rules.

I have a confession to make. I may have bragged a bit recently about my super-tidy document image filing system. It is foolproof, and I do swear by it. (See "4 Important Steps for Each New Document".)

But there is one area where I've fallen flat on my face: Photographs of relatives. Not document images, but photos. I can never find the one I want when I want it.

Here's how I got myself into such a mess.

Bad Profile Photos

My husband gave me Family Tree Maker as a birthday gift in 2002. I thought a profile photo measuring 72 pixels wide by 80 pixels high was the best fit. That's very tiny! I should have been using any square photo and letting the software display it in that small box.

In the updated program, all these years later, those tiny photos aren't clear. They're stretched to fill the space. They look like low-resolution photos.

Every time I notice one of those undersized, blurry profile photos, it bothers me. I know I've got to do something about it.

You know how sometimes you know you're doing it wrong, but you just keep doing it?

Save it for Later

Ancestry.com has a feature called a Shoebox. I haven't used it much, but I like the idea. If you find something you think you need, but you're not ready to do the work, you can put it in the Shoebox. Hopefully you'll remember to go back to it another time.

I decided to have a shoebox on my computer. I created a folder on my desktop called "gen docs". Whenever I come across a document I might need, or a family photo I might want to add to my tree, I put it in that folder.

Now my gen docs folder has 17 filled sub-folders and 52 loose items. It has census forms, city directory pages, ship manifests, naturalization papers, research I did for friends, and so much more.

It's safe to say my virtual shoebox is overflowing. I need to dig in and deal with these items.

That feeling when you plan to get to it soon, but years have come and gone.

Not in the Family Tree

When I'm not shoving photos into my gen docs folder, I usually stick to my plan of:

• naming the file for the main 1 or 2 people in it, LastnameFirstnameEventYear.jpg
• adding a title and description to the image file's properties
• storing it in my FamilyTree/photos folder.

But some of the images in the photos folder are not named properly. I've got mom&grandma.jpg, MomDadWedding.jpg, DadAuntLil.jpg, and so on.

Each of these photos needs to go through the process above so I can add it to my family tree.

I've got my digitized family photos in too many locations. I've lost track of them all. There's a folder called "Oct 2011 scans". That dates back to when I moved near my parents and scanned my mom's photo albums. Did I forget to do anything with them?

It's quite the mess.

So what am I going to do about it?

• Replace those tiny profile images. Re-scan the best photo I have of the person, crop it into a square head shot, and make that their profile image.
• Check the file names of photos in my FamilyTree/photos folder. Make sure they follow my file-naming system so I can find any photo when I need it.
• Add images to my tree. I never meant for my gen docs folder to get so full. I have to attach these photos to my family tree.
• Better organize my non-family tree photos. I've done a good job organizing my vacation photos. They're in folders named for the vacation (Finger Lakes Aug 2016, France-Italy Sept 2015, etc.). Most have sub-folders for the different towns we visited on that vacation. But I've got to do something about the more vague folder titles, like "old photo album" and "so miscellaneous".
• See if I still need to scan anything in my old family photo collection. I'll evaluate them, name them properly, and put them where they belong.

This is a project I've been saving for the right weekend. Now that I've got a firm plan, this is going to happen.

Are you neglecting your family photo collection?

And speaking of getting organized:

• How to Tame Your Jumble of Genealogy Leads
• 4 Keys to Make You a Better Genealogist
• Find Your Happy Place in Your Favorite Genealogy Tasks

3 Simple Rules for Managing Your Digital Genealogy Documents

My on-the-job organization skills help a lot with my genealogy research.

How did you begin this all-consuming hobby called genealogy? You may have started your simple family tree for a school project, or your kid's school project.

At some point, we each decided to get more serious about genealogy. We started looking for documents on genealogy websites. We tried to find our parents or grandparents on a census sheet, and we downloaded the images to attach to our family tree. Then we branched out. We found our grandparents' brothers and sisters living with their spouses and kids. Then we looked for ship manifests with the names of our immigrant ancestors.

It becomes addictive before you know it. Time passes, and we have a decent collection of facts and images.

Follow 3 simple rules and you'll always know where to find any digital genealogy file.

But what do we do with all those census and ship manifest images?

I started downloading census images in 2002 when I got my Ancestry.com subscription. Seventeen years later, I have 732 census sheet images in one folder. I have 414 ship manifest images in another folder.

You may have a lot more than that. My census collection is small compared to the size of my family tree. That's because I don't have a single blood relative who was in a census-taking country before 1900.

It wasn't long before I realized I had a problem. I had to figure out how to organize the census sheets, ship manifests, and everything else I was finding. I wanted the alphabetical organization of files in folders to make it easy to find any one image.

I had to name and organize the files in a way that would always make sense to me.

GeneaLOGICAL™ Organization

These are my 3 basic rules for taming my collection of genealogy document images.

1. Have one main FamilyTree folder. Mine backs up to a cloud automatically.
   

There are a limited number of genealogy document types. Filing by type makes great sense.

2. Have a sub-folder for each type of document:
   
   • census forms
   • certificates (birth, marriage, and death documents)
   • city directories
   • draft cards (registration cards for World War I and II)
   • immigration (ship manifests)
   • military records (different than draft registration cards, these detail a person's military service)
   • naturalization (declaration of intent, petition for citizenship, and actual citizenship)
   • passports (applications)
   • photos (including grave marker photos)

There's no doubt what's where and which file is which. All it takes is a simple naming pattern.

3. Name each file for the main person, last name first, and include the year. For example, in my immigration folder I have:
   
   • IamarinoPasquale1902.jpg. That's my great grandfather who came to America once and stayed.
   • IamarinoPietro1920-p1.jpg and IamarinoPietro1920-p2.jpg. That's my grandfather who came to America at a time when ship manifests covered two pages.
   • IamarinoPietro1958.jpg. That's Grandpa when he was a widower and went to visit his mother in Italy for the first and only time.
   In my census folder I have images named for the head of household:
   
   • IamarinoPasquale1910.jpg
   • IamarinoPasquale1915.jpg
   • IamarinoPasquale1920.jpg
   That's clear, right? Now here's an exception because my grandfather had a cousin with his same name:
   
   • IamarinoPeterLucy1930.jpg. That's Grandpa and Grandma Lucy.
   • IamarinoPeterMarie1930.jpg. That's Grandpa's cousin and his wife Marie.
   For Birth, Marriage, and Death records, it's Lastname Firstname Event Year. For example:
   
   • ZeollaPasqualeBirth1821.jpg. The 1821 birth record of Pasquale Zeolla.
   • MarinoFrancescoDeath1844.jpg. The 1844 death record of Francesco Marino.
   • IamarinoAngeloAntonioPozzutoAnnaelenaMarriage1817. Marriage records get the groom's name and the bride's name for clarity. Thank goodness for long file names. This is the 1817 marriage record of Angelo Antonio Iamarino and Annaelena Pozzuto

I've seen countless debates about family tree file storage. They all look too complicated to me, and not helpful at all. Some people suggest keeping the document images in folders separated by family.

If I had a separate folder for each family or each last name, I'd have an insane amount of folders. And where would I put my great grandmother before she married my great grandfather? In the Caruso folder or the Iamarino folder?

My file names would have to be much longer, too. How would I know the CarusoGiuseppe1900.jpg was a ship manifest and not a census form?

Say I need to look at my great grandmother's brother Giuseppe's 1905 New York State Census record. I know exactly where to find it. It's in the census forms folder, and it's named CarusoGiuseppe1905.jpg.

After 17 years, I haven't had a split-second of regret about my file-naming and filing system. A place for everything, and everything in its place.

Is your filing method driving you crazy? Are you wasting time trying to find the right image? Are you ready for a genealogy file do-over?

A word of warning. I use Family Tree Maker, and I let it copy all images into a single media folder. That way, anything I do to my images' names or locations has no effect on my family tree.

Your setup may be different. Don't dive into a big file naming project before testing what it will do to your genealogy program. Let's get organized!

And speaking of digital files:

• Are You Overlooking Your Family Tree Discoveries?
• 3 Rules for Naming Digital Genealogy Documents
• 3 Ways to Prove Your Family Tree is Correct

Your All-in-One Family Tree Clean-up List

Use this checklist of 7 tasks to scrub your family tree clean.

I want to help you make your family tree better and more professional. That's why I've been writing these genealogy articles twice a week for more than two years.

Today we'll look at 7 types of family tree clean-up tasks. Together they can improve your tree in so many ways.

1. Names

Does every name in your family tree meet your standards?

• Maiden names. It's a genealogy best-practice to record women using their maiden name. Let them have their own identity.
• Unknown names. When you haven't discovered someone's first or last name, consider recording it as _____. This makes it clear you haven't yet filled in that blank. Credit for this goes to Ancestry.com expert Crista Cowan. I used to use the word "Unknown", but a relative of mine misunderstood that. She said, "Oh, I'm sure she knew her name." I was stunned.
• Names only. Some people will record a person's name as Grandma Johnson, or Jane Dad's great aunt. If you put notes on people's names, you're not helping relatives and DNA matches to find you.
• More than one name. I insist on recording everyone's birth name. I'll add other names (nicknames, Anglicized names, and legal name changes) in the description field of a person's birth fact because it's a highly visible spot.

For more on this topic see This Genealogy Policy Takes the Guesswork Out of Names.

2. Places

Make sure the place names in your tree follow a consistent style. Family Tree Maker organizes your place names when they're written the right way. It's easy to click a country, then a state or province, then a town, and find a place. And with a click you'll see every name associated with a place.

For more on this topic see 3 Housekeeping Tasks for a Professional-Quality Family Tree and 4 Types of Family Tree Errors Only You Can Find.

Once I saw how nicely Family Tree Maker organizes place names, I cleaned them all up.

3. Media Files

Remember when you first got started in genealogy? I know I was downloading census sheets and ship manifests as fast as I could find them.

All those media files need a facelift. And it will make them believable and valuable as evidence of your ancestor. Here's how I mark up each document image in my family tree:

• Write a caption. Start with a year to force media items to display in date order. Make it clear what each document is.
• Add the date. Documents will almost always have an exact date on them. Add this to the date field.
• Choose a category. Family Tree Maker lets me pick a category from their list, or add custom categories. Now I can sort my thousands of media files by type.
• Describe everything about the document image. I add enough information to allow myself or anyone else to find the original image again. That includes line numbers on the page, a description of the document collection, and a URL.
• Add a note. There is a notes tab for each media item in Family Tree Maker. You can type any information in there. Maybe you need to record who you wrote to to get this image.

For more on this topic see Add Proof and a Breadcrumb to Family Tree Documents, and How to Increase the Value of Your Family Tree Images.

4. Sources

I like to keep my sources simple. But I've been adding more and more detail to them.

I use a simple title, like "1900 U.S. Federal Census". A short title doesn't clutter up the person view in Family Tree Maker.

I copy the citation details and citation text from the collection. For example, for the 1900 U.S. Federal Census:

• The citation detail is:
  
  Ancestry.com. 1900 United States Federal Census [database on-line]. Provo, UT, USA: Ancestry.com Operations Inc, 2004.
• The citation text is:
  
  United States of America, Bureau of the Census. Twelfth Census of the United States, 1900. Washington, D.C.: National Archives and Records Administration, 1900. T623, 1854 rolls.
• The web address where you find those details and can search this collection is:
  
  https://search.ancestry.com/search/db.aspx?dbid=7602

Having a neat, tight list of sources makes them easy to maintain and make better.

I like that I can click any source in my tree and see every person and fact that's associated with it. I have a goal to get rid of secondary sources—like other people's trees. I need to replace them with primary sources. My source list makes it easy to find the facts I need to work on.

For more on this topic see 6 Easy Steps to Valuable Source Citations.

5. Filing

People seem to worry a lot about their document filing systems. Don't overthink it. Keep it simple and logical. Remember that you may pass your work on to a loved one some day.

What's logical to me is a folder for each main type of document:

• census
• draft cards
• ship manifests
• birth, marriage, and death certificates, etc.

I name my files, in general, LastnameFirstnameYear. Here are some of my file names:

• RignaneseMatteoNaturalization1944-p1.jpg
• CiottiMariaTeresaConcettaBirth1848.jpg
• CoccaAngeloAntonioMontaganoMariaBenedettaGenerosa1stMarriageBanns1833.jpg
• LucarelliGirolamoWW1.jpg

Because I follow a pattern, it's easy to see what a document is.

For more on this topic see 3 Rules for Naming Digital Genealogy Documents.

6. Backups

How fatal of a heart attack would you have if all your genealogy research disappeared?

Spread things out, but keep them at hand. Use your computer drive, external drives and cloud storage.

Make a backup plan for your genealogy files and stick to it. Remember that two backups are better than one. Many of my files synchronize to my cloud storage the moment they change. For everything else, I make a backup every Sunday morning. Without fail.

For more on this topic see 4 Ways to Protect Your Genealogy Research from Disaster.

7. To-Do Lists

It seems like everyone has their favorite way of keeping to-do lists. Post-It Notes, a special notebook, EverNote. I'm fond of keeping a single text file open on my computer all the time. It's called Notebook.txt. That's where I have my:

• Genealogy To-Do List
• 2019 Genealogy Goals List
• List of important families to work on
• List of files and folders to back up each Sunday
• and more

I don't care how you do it, but find a way to keep track of :

• what you want to do next
• what you were doing when you stopped for the day
• what you'd like to do when you have the chance.

For more on this topic see Start Your Rainy-Day Genealogy List.

That was a lot. And it's a lot of work. But chip away at these ideas and your family tree will grow stronger from your effort.

Make these tasks into a to-do list and tackle it one bite at a time. It's worth it.

3 Rules for Naming Digital Genealogy Documents

These 3 logical rules will add tons of value to your family tree and every document in it.

I'm a natural-born organizer. My strict computer file organization is easiest to see in my thousands of genealogy image files. Thanks to my 3 rules for naming and storing digital genealogy files, I can locate the original copy of any image in my tree in seconds.

It's worked so well, that what happened to me on Sunday was shocking. I was following my rules, but the correct filename was already taken.

It seems I have 18 people in my family tree named Giuseppantonio Pozzuto. Two were born in 1814. When I tried to save an image file as PozzutoGiusappantonioBirth1814.jpg, my computer asked if I wanted to overwrite the existing file. No, I didn't.

To get around the problem, I added Giuseppantonio's father's name to the file name: PozzutoGiuseppantoniodiDonatoBirth1814.jpg. I use "di" as shorthand. In Italian, it tells us Giuseppantonio is the son of Donato.

That's the first time my genealogy file naming rules hit a snag. Ever. That tells me it's a solid method.

Here are the rules:

1. Folder-Naming Format

• Keep your genealogy files in one top-level folder. I named mine FamilyTree. It's synchronized with OneDrive, and I make a weekly manual backup, too.
• In your main folder, create a separate folder for each major type of document you'll collect. Name them as simply as possible so you'll never forget what's in each one. For example:
  
  • census forms
  • certificates (for birth, marriage, and death records)
  • city directories
  • draft cards
  • immigration (for ship manifests)
  • naturalization
  • passports
  • photos
  • yearbooks
• Make as many folders as you need. Now everything is centralized.

Simple, logical file folder names remove any confusion.

2. Image-Naming Format

Inside each of your folders, follow a consistent, simple format.

• For census files, the format is LastnameFirstnameYear.jpg, using the name of the head of household. Example: KinneyJames1920.jpg
• For ship manifests, the format is LastnameFirstnameYear.jpg. But:
  
  • When there are 2 sheets to a ship manifest, the format is LastnameFirstnameYear-p1.jpg and LastnameFirstnameYear-p2.jpg.
  • When there are 2 people on the manifest, you have a choice. Either duplicate the file, 1 for each person, or double-up the names. Example: BaroneNicolinaPetriellaDomenico1891.jpg.
• For draft registration cards, the format is LastnameFirstnameWW1.jpg or LastnameFirstnameWW2.jpg. These cards have 2 sides, so they need page numbers. Example: MaleriEnsoWW2-p1.jpg and MaleriEnsoWW2-p2.jpg.

I keep all vital records together in one certificates folder. Because they're together, they need more detail in their file names. Why don't I separate them into birth, marriage, and death folders? I prefer being able to see every vital record for a person in one place. It's a personal preference.

The simple rule for certificates is LastnameFirstnameEventYear.jpg. Double up names for marriages, and use page numbers when needed. Examples:

• BasileGiovanniBirth1911.jpg
• BasileGiovanniPillaAssunta1stMarriageBanns1933.jpg
• BasileGiovanniPillaAssunta2ndMarriageBanns1933.jpg
• BasileGiovanniPillaAssuntaMarriage1933-p1.jpg
• BasileGiovanniPillaAssuntaMarriage1933-p2.jpg
• BasileGiovanniDeath1942.jpg

Having separate folders helps you avoid problems with duplicate file names. I have a census image named IamarinoPietro1930.jpg and a city directory image named IamarinoPietro1930.jpg. But because they're kept in different folders, there is no conflict.

Always follow the same pattern when naming your document image files.

3. Image Comments

You can add important facts to an image file when it's in a folder or in your family tree software. Take the long view. When you return to a file years later, or when someone takes over your genealogy research, these extra facts will be worth a fortune.

In your file folder, right-click an image, choose Properties and click the Details tab. (I'm not a Mac person, so I don't know what your choices will be.) Add a plain-language title and detailed comments. When you import the image into your family tree software, your added facts will come along.

I give my images the exact title I want to see in Family Tree Maker. I lead with the year so the images are listed chronologically. It's a very simple format: Year, type of document, person. Example: "1911 birth record for Giovanni Basile".

You can add a lot to the Comments field of the image's Details tab. I add enough detail so anyone can find the original source of this image. Example: lines 12-15; 1940 United State Federal Census; Connecticut > Fairfield > Bridgeport > 9-97; supervisor's district 4, enumeration district 9-97, ward of city 8, block 421, sheet 12A; image 24 of 33; https://www.ancestry.com/interactive/2442/m-t0627-00532-00508

I don't add a date to the image's Details tab because it can't accept the date format I use in my family tree: 5 Feb 2019. Instead, I add the event date to the document image within Family Tree Maker.

These 3 rules have served me well. I hope they'll help you avoid confusion, find files easily, and fortify your family tree.

And speaking of organization:

• Time-Management Tips for Genealogists
• How to Tame Your Jumble of Genealogy Leads
• How to Plan an Efficient Genealogy Research Trip

Plowing Through My 2019 Genealogy Goals

It isn't to late to set some goals for the year. Set reachable goals and reap the benefits.

Goals give you a purpose and direction. It can be fun to let your genealogy research lead you wherever it wants. But goals lead to more productive research.

I set 7 genealogy goals for 2019. The first 3 are finite goals. They aren't "I hope I can discover…". They are "do this task until it's finished".

Here's where I stand with my first three 2019 Genealogy Goals:

1. Log the first five years' worth of birth records from each town into spreadsheet

This one is done! I want to create a digital, searchable database of every key fact from 1000s of documents. I downloaded birth, marriage, and death records from my 6 ancestral Italian towns. They start in 1809, and some go into the 1940s.

Because it's an insanely big project, I broke off a chunk—5 years of birth records—to encourage myself to get into it. I'd already transcribed a good amount of the 1809–1813 births, so this wasn't an accurate test of how long the whole project will take.

But the benefits are real. After I finish the next 2 goals, I want to work on the 1814–1818 birth records. That eagerness to continue is exactly what I was shooting for.

2. Search for all missing census forms in my document tracker

Dive in and start those goals.
Look what I found in 3 sessions.

I'm going through the alphabetical list of people in my document tracker spreadsheet. I'm focusing on which names have a missing census form in their "Need to find" column.

Right now I'm into last names beginning with C, and it's been a very satisfying three days. I've added a lot of missing documents to my family tree.

Sometimes while searching for a census form, I can't help but see the death record or marriage index that I was missing. So I'll grab those while I'm at it, too.

The important thing to remember is to stick to your process and handle each document carefully. My routine when finding a new document image is to:

• Crop it in Photoshop if needed.
• Rename it using the style I've developed. My file naming rules make it easier to find any document.
• Add it to the family tree record of each person named on the document. That means each family member on the census form gets a copy of the census sheet in Family Tree Maker.
• Add each fact and the source citation to each person. Each family member will get a Residence fact based on the census image. Those with a job will get an Occupation fact, too. And all facts get the proper source citation. Other facts can include immigration year, naturalization year, birth and marriage years.
• Update my document tracker spreadsheet. This is my inventory and to-do list rolled into one. It's important that I keep it accurate.

One thing I decided after starting this goal was to be reasonable. If several search techniques don't get me the census I need, I will move on. The important thing is to make a good effort.

You can add notes and a title to every document image you collect.

3. Enter every Pozzuto baby from Colle Sannita into my family tree

I started this goal last year. A DNA analysis method pointed me to a specific last name from my grandfather's hometown. Someone with this name is highly likely to be a direct ancestor for both my parents. Their DNA says they are 4th to 6th cousins. My true goal is to find my parents' connection by analyzing these babies.

I'm working my way through my downloaded collection of vital records from Grandpa's town, adding each of these babies to my tree. I add their parents and try to ID their grandparents. If they aren't connected to anyone in my family tree yet, I give them a profile picture that says "no relationship established". If I find their connection later, I'll be sure to remove their relationship graphic.

It's still January, and I'm having an insanely productive genealogy year already. I plan to bounce between goals 2 and 3 to avoid boredom. That'll make me feel like I'm accomplishing more, too.

It's still January, and it's only January. Have you set your 2019 Genealogy Goals?

10-Minute Genealogy Tasks You Can Do

With these options, you can get a lot of genealogy research done in 10-minute blocks here and there.

Some more sleep would be nice. But I've been getting up really early each morning with one goal in mind: Do something productive.

Two mornings a week, posting this blog is the only thing I do. On the other mornings I try to see how many genealogy tasks I can complete before it's time to get dressed for work. It turns out, there are a lot of genealogy tasks you can do when you have only 10 minutes or so. Here are my top 5.

No commitments! See how much you can get done in only 10 minutes.

1. Search for a Missing Document

First, pick a common type of document, like a ship manifest or a census.

Next, choose a particular family from your tree that's missing that document. Even if you've searched and failed to find it before, try again. Use the different search tricks (see 3 Tricks for Better Genealogy Search Results), like searching for the family by their first names only.

Even if you gave up on finding this missing document long ago, indexing systems can change. The document may become easier to find. Last month when searching for something else, I found my grandparents' 1925 New York State census sheet. Somehow, it had never come up in all my years of doing family tree research.

2. Scan Paper Documents and Photos

You may have some paper birth, marriage and death records in folders or binders. If you don't have a digital copy too, you can't add the document to your family tree software.

Gather a bunch of these paper documents and scan them as high-resolution images. No scanner? Your phone or digital camera will do.

No matter which device you use, take the document out of its shiny sleeve or glass frame. If you're not scanning, take the picture straight on and avoid shadows. There's a handy app called CamScanner that straightens out your image and makes it the best it can be.

3. Fill in Missing Sources

Some of the earlier facts in my family tree came from family members. That's really not reliable.

Revisit the branches someone else told you about or helped you with. Search online for documentation and reliable sources for as many of these facts as you can. Then add those new sources to your tree. (See 6 Easy Steps to Valuable Source Citations and Trust But Verify Your Relative's Family Tree.)

4. Annotate Your Images

Have you ever tried to re-find a census sheet online because you need to see the next page? It isn't always easy to find a document again. A misspelling may have made it tough to find the first time. Imagine having to go through that again.

Save yourself the aggravation and ensure the long-term provability of your facts. Add enough information to the document images in your family tree to allow you, or anyone, to find the original file again. Include the collection it's from, the microfilm reel number, the page number, the image number, the URL. The more facts you include, the more traceable the document will be.

For instance, I added the following note to the image properties of a ship manifest. When you attach notes to the image file, you'll import the notes into your family tree along with the image.

1957 travel record for Silvio Tagliamonte and Lillian Iamarino lines 4-5; New York, Passenger and Crew Lists (including Castle Garden and Ellis Island), 1820-1957; Roll — T715, 1897-1957 — 8001-8892 — Roll 8854; image 716 of 1197 https://www.ancestry.com/interactive/7488/NYT715_8854-0716

To learn how to do this, see Add Proof and a Breadcrumb to Family Tree Documents and How to Increase the Value of Your Family Tree Images.

5. Put Odds and Ends into Your Tree

Ancestry.com has a feature called a Shoebox. It's a place to save items you may need, but right now you're not sure you need. I have a similar way of saving things I gather. I have a folder on my computer called "gen docs". It has sub-folders for photos, census forms, ship manifests, and much more.

If you have a catch-all system too, your 10-minute task is to start digging into it. Annotate the image files and add them where they belong in your family tree.

Are you a morning person? Clear-headed and ambitious. Or are you a night owl? Ready to conquer the world while everyone else is in bed.

Whatever time of day your brain is locked in and ready to go, choose one of these tasks. How far will you get in 10 minutes?