4 Keys to Make You a Better Genealogist

Even 1 key will get you going. All 4 might unlock a ton of treasure.

If you could pick only one, which of these family tree accomplishments would make you a better genealogist?

1. Perfecting your file, folder and document ORGANIZATION
2. Cleaning up your FACTS AND SOURCES and doing them right from now on
3. "FINISHING" your research on individual family groups
4. SHARING your findings with relatives

Let's take a look at each one so you can decide. And once you do choose one, you've got your 2019 Genealogy Goals in your sights.

They're not just shiny objects.
They are the heart of solid genealogy.

Organization

How quickly can you locate your maternal grandparents' 1940 census document? Your great grandfather's ship manifest? Your great uncle's World War II draft registration card?

If you don't know exactly where to look and exactly how you would have named the file, you may need an organization upgrade.

Create your organization style, and stick to it. Almost from the beginning, I decided:

• how I wanted to name my document images and
• how I wanted to organize those images in file folders.

I'm 99.8% digital; so little paper that it's in one manila folder.

I name my folders, all within my FamilyTree folder, for the type of document:

• census forms
• certificates (that's all birth, marriage and death records)
• city directories
• draft cards
• immigration
• passports, etc.

I name my document images for the person (or head of household, if it's a census) and the year: LastnameFirstnameYear. The file names can get very long for a marriage, where I include both the groom's name and the bride's name, plus the year. But then the file name is very descriptive.

This system has worked incredibly well for me ever since I started this crazy hobby.

Facts and Sources

As you work on your family tree year after year, you may find you do things differently than you did before. Hopefully you're doing them better than you did before.

If you want others to recognize your family tree for the good work it is, fix your facts and sources.

Revisit your earliest work and put in the sources you skipped in your excitement. (See 6 Easy Steps to Valuable Source Citations.) Add annotations to your document images within your family tree. (See How to Increase the Value of Your Family Tree Images.)

Finishing

Yes, I know all the jokes and memes. Genealogy is never finished.

But you can finish gathering all the known documents for a given family. Pick a particular nuclear family—like your grandparents, your mother and her siblings.

You can finish your search for their:

• census forms
• birth, marriage and death records
• immigration records
• military records

Your family tree probably has lots of nuclear families you didn't finish working on. Why not finish searching for their key documents now?

As you "finish" each family unit, you can consider moving on to this next goal.

Sharing

Imagine your mother and her family again. You've got as many documents for that family as you can get.

This would be the perfect time to create a booklet or a scrapbook about them. Write their story, based partly on the documents and facts you've collected. Put something together and share it with your loved ones.

I wrote a brief life story for my grandfather recently, and it made my mother incredibly happy. (See 5 Steps to Writing Your Ancestor's Life Story.)

If one or more of these ideas hits home for you, why not make it happen in 2019? I haven't finished annotating my document images (Facts and Sources), so I definitely want to do that. I'm also very eager to finish some families, or at least finish gathering all the census forms that I'm still missing.

I want us all to be better, more thoughtful and accurate genealogists. These 4 keys can definitely put you on your way.

How to Back Up Your Family Tree Files Automatically

This one decision is my biggest genealogy time-saver.

Last December I wrote my list of genealogy goals for 2018. I'm making progress, but at least 2 of my goals will spill over to next year's list.

That's why I'm so happy, week after week, about my decision to back up my family tree files automatically. Well, automatically and also manually, because two backups are better than one.

There are free storage options and paid storage options. I'll list several of them below, but first: Automation.

I've decided to use my Microsoft OneDrive cloud storage for my genealogy files. All my files are still stored locally on my computer. But they're mirrored and continuously backed up to OneDrive.

My genealogy files are backed up instantly, automatically.

Continuously backed up means:

• My document tracker spreadsheet is always saved on my computer and the cloud.
• Each census sheet or birth record I download to add to my tree is backed up to the cloud at the same time.
• When I work in Family Tree Maker and make a backup file, the tree and the backup are also saved on my computer and the cloud.

I don't have to take an extra step to back them up. But, I also have an external, 1 Terabyte drive. Once a week I look at all my genealogy folders on my computer, sorting them by date. I copy anything with a newer date than my last backup to the external drive.

My OneDrive files, accessible to me online, anywhere.

It's fast, efficient and safe. Plus, having your files online, in your password-protected storage area, means you can access your files from anywhere.

I like syncing a portion of my computer with OneDrive because the files are still on my computer. They'd still be there even if I had no internet access.

Here are several options for online storage that you can use:

Google Drive is another
automatic backup option.

OneDrive

I'm a monthly subscriber to Microsoft Office 365. I need it for work, and the cost is low enough that I'll keep subscribing even after I've retired. My subscription includes 1 Terabyte of storage space. Even with all my genealogy files on OneDrive, I'm only using a tiny portion of my Terabyte—about 182 GB. You can get 5 GB of free storage space or 50 GB for $1.99/month. Visit OneDrive to learn more.

Google Drive

You can also use your free Google account for automatic backup. Google Drive lets you synchronize folders with your online storage space automatically. It works with your Windows or Mac computer, and your Android or iOS device. Google Drive gives you 15 GB of storage for free. For $1.99/month, you can buy 100 GB of storage. Visit Google Drive to learn more.

iCloud

Do you have an iPhone or iPad? If so, you have 5 GB of iCloud storage. You can access it from your computer as well as your devices. That's not a lot of space, but you can pay for more storage. The cost depends on your country and how much space you want. Visit iCloud to learn more.

Dropbox

Free storage with Dropbox is limited to 2 GB. You can buy 1 Terabyte of online storage space for $9.99/month. I like to use Dropbox for file sharing. I've posted fill-in-the-blanks census sheets there and other PDFs to share with specific people. Visit Dropbox to learn more.

Your Internet Provider

If you have an internet connection in your home, your service provider may offer you some free storage space. Check with your provider.

You can see that the paid plans are very competitive with each other. With OneDrive, I'm basically paying for that 1 Terabyte and getting Word, Excel, PowerPoint and more for free.

No excuses now. Even if you split your files among different free storage spaces, it's time for you to create your back up plan.

And speaking of protection your family tree:

• Prepare Your Family Tree for Your Computer's Demise
• Moving Your Family Tree to a New Computer
• 4 Ways to Protect Your Genealogy Research from Disaster

How to Tame Your Jumble of Genealogy Leads

As time passes, you'll find you have more genealogy leads than you can follow. More irons in the fire than you can tend to.

It's getting to be overwhelming, right?

Hold on a sec. Take a breath and think about why you're researching your family tree. If you expect to reach the finish line one day, take a look around you. Genealogy hobbyists work on their trees for the rest of their lives.

And we love that!

Don't let the amount of leads—or the amount of brick walls—stop you from loving this hobby. It's the searching, the leads, and the discoveries that give us the joy. Every step of the process IS the fun.

A well-organized email collection
will help you follow genealogy leads.

Now that you've got your attitude adjusted, let's get busy managing all those leads.

If you've loaded your tree on any public genealogy website, and if you've got your DNA results out there, too. You're going to have people contacting you.

People are contacting me in two ways: messaging me on Ancestry.com and emailing me.

When I exchange messages on Ancestry, we typically move the conversation to email so we can share files.

My emailbox becomes my storehouse of genealogy leads. The key is to organize your email.

Manage Your Files Logically

I have email in my Microsoft Outlook file going back as far as the year 2000. If I might need something again, I put it in a folder.

I have a genealogy folder. Within that are folders for my ancestral hometowns: Baselice, Colle Sannita, Pastene. Within the town folders are folders for last names from the town. And within those folders are emails from people with a connection to that name.

If sorting by town of origin doesn't work for you, sorting by the family name may be better.

The important part is, if you've saved your email conversations, you can return to them when you're ready to do the research. You can search your email at your genealogy folder level and find that conversation from a few years ago.

Keep your genealogy leads organized. And keep on keeping them.

As of this moment, workers are uploading vital records from my "missing" ancestral hometown of Santa Paolina. Hurray!! I've already downloaded (find out how you can do this, too) and started processing the records from 1809–1865. I'm eagerly awaiting the post-1865 files.

Now that I'm able to document that one branch of my family I couldn't get to before, it's time to go back to my email folders. It's time to reconnect with my leads for that portion of my family tree. And because I'm so ridiculously organized, I can find those leads in a heartbeat.

If you're an office worker in the business world, you're used to organizing your email. You need to be able to find what you need when you need it.

But are you being that efficient with your genealogy email? Isn't it time to tame all those messages to make them usable?

P.S. If you've got leads with no email trail, either:

• create a series of genealogy folders on your computer, each containing a simple text file with necessary information, or
• create one text or Word document with all the notes.

It's easy to search for anything when you've got it typed out and on your computer.

Don't let those once-hot leads slip away from you!

And speaking of organization:

• How to Create Your Ancestral Hometown Database
• Make Progress with a Guilt-Free Genealogy Task-a-Day Calendar
• Time-Management Tips for Genealogists

How to Be Better at Genealogy than at Your Job

Results of Following Genealogy Best Practices, Part 2

Last time I wrote about the priceless benefits of documenting an entire town. Today I'm focusing on another pillar of my genealogy philosophy. It can help you produce a valuable family tree.

Stick to Your Organization Style

I'm a terrific on-the-job learner. I've become a whiz at organization and efficiency. I like to apply best practices from my work life to my genealogy life.

Here are my top organization and documentation techniques. They've become second nature, and they make my tree stronger every day.

Do what's logical for you and what you think will be logical to your genealogy research heir.

The short version of what's to follow is this:

1. Categorize: create high-level folders to hold your documents
2. Recognize: name your files so they say what they are
3. Annotate: add metadata to the image files themselves
4. Find: add source citations to your facts right away
5. Track: Keep an inventory of every document you've found

Categorize: Consistent Folder Structure

Early in my genealogy days, I began downloading and saving document images on my computer. I created a main FamilyTree folder with sub-folders for the major types of documents:

• census forms
• certificates (birth, marriage and death)
• draft cards
• immigration

I added more folders as necessary: naturalization, applications, passports. The combination of my simple file folder structure and file naming discipline makes it easy to click my way to a particular document. I don't have to search my computer or wonder if I'm overlooking the file.

Recognize: Logical File Naming

For me, the best way to name any image was this format:

• last name
• first name
• type of document (only necessary in my "certificates" folder)
• year
• if needed, the file name includes -p1, -p2, -v1, -v2 to distinguish between files that should have the same name

Here's an example from my census forms folder:

• AusterJacob1920.jpg
• AusterJacob1925.jpg
• AusterJacob1930.jpg
• AusterJacob1940.jpg

I make a habit of naming census files for the head of household. In Jacob Auster's case, these file names are crucial because Jacob used a different first name each time!

These examples from my certificates folder show me all I have for someone at a glance:

• PisciottiLuigiBirth1825.jpg
• PisciottiLuigiPecoraAngelamaria1stMarriageBanns1848.jpg
• PisciottiLuigiPecoraAngelamaria2ndMarriageBanns1848.jpg
• PisciottiLuigiPecoraAngelamariaMarriageLicense1848.jpg
• PisciottiLuigiPecoraAngelamariaMarriage1848.jpg

It looks like I need a death record for Luigi Pisciotti.

Annotate: Useful Image Annotation

As soon as I download an image, I crop it in Photoshop, name it according to my style and save it in the proper folder. Then I right-click the file, choose Properties and click the Details tab. I fill in the empty Title and Comments fields. Whatever I put there stays with the image file.

For the Title, I enter exactly what I want to see in Family Tree Maker, like "1825 birth record for Luigi Pisciotti". In the Comments field I include the URL where anyone can find the original file. If it applies, I'll include the line number(s) of interest.

When I add the image to Family Tree maker, it imports those two fields.

Anyone finding a common ancestor in my tree on Ancestry.com also sees those important image details. To learn more, see How to Increase the Value of Your Family Tree Images.

Find: Thorough Source Citation

I like my source citations to be simple. For all the census years, I name the citation as simply as "1930 U.S. Census". Most other sources I name exactly as they appear on Ancestry.com. For example, "New York, Index to Petitions for Naturalization files in New York City, 1792-1989".

But in the Citation detail field I add the description of the document collection, taken right from the source. Example: "Ancestry.com. New York, Index to Petitions for Naturalization filed in New York City, 1792-1989 [database on-line]. Provo, UT, USA: Ancestry.com Operations, Inc., 2007."

In the Citation text field, I copy more information from the source. Example: "Soundex Index to Petitions for Naturalization filed in Federal, State, and Local Courts located in New York City, 1792-1989. New York, NY, USA: The National Archives at New York City."

The important thing is to add a source to each fact as you enter it. Adding a birth date? Attach the source. Adding an address? Add the source. Immediately. To learn more, see Trade Up to Better Family History Sources.

Track: Sanity-saving Document Inventory

While this last item is important to me, some of you may think it's nothing but extra work. I keep a single spreadsheet of each document I've attached to someone in my family tree.

If I'd opened that spreadsheet this morning, I wouldn't have bothered downloading a 1907 marriage record for a cousin—because I already had it! You can't keep all these facts in your head. A document tracker keeps you from wasting your time. Plus it shows you what you're missing. To learn more, see Track Your Genealogy Finds and Your Searches.

Next time you download a document image for your family tree, think CRAFT. If you've already got your category folders created, think RAFT (picture actor George Raft flipping a coin). Recognize means name your files in a way that helps you recognize what they are in the future. Annotate means add details to the properties of each image so it makes sense even out of context. Find means add a source citation to each fact so you can find where it came from. Track means update your inventory so you'll always know what you've found.

These 4 Simple Rules Will Improve Your Genealogy Research

I created this blog with a single thought:

If we amateur genealogists follow some basic rules, our family trees will be so much better.

I listed out the primary keys to high-quality genealogy research:

1. Know exactly where your people are from
2. Analyze each document carefully before attaching it to your tree
3. Cite your sources as you go
4. Develop a strong, logical system of document-naming and filing

Let's take a look at how you can put these keys to work for you today.

Know Exactly Where Your People Are From

If you don't know exactly which town your ancestor was born in, you can't find their birth record. You may not find their marriage record. You might download records from a genealogy site and never know they're for the wrong person.

My late step-grandmother's naturalization papers told me her story.

Look for evidence of the town of origin right away. It may be on military records, a passport application or naturalization papers. Knowing that town, you can now reject hints pointing to someone from the wrong place.

Analyze Each Document Carefully Before Attaching it to Your Tree

My tree has so many people with the same name. My grandfather had two first cousins. All three of them were named Pietro Iamarino.

So before you attach a record to your tree—even if you think it's such a unique name—analyze all the other facts. Does everything about this record make sense for your ancestor? Or are there too many facts you know don't match your person?

Keep some basic logic in mind. A dead woman can't give birth or get married. A woman can't give birth to two babies a month apart. A man can't become a father more than nine months after he dies.

Cite Your Sources As You Go

You can add facts to your images.

When we begin this genealogy hobby, we're excited by each new name and date we find. And, oh, those ship manifests and census forms! They couldn't make us any happier.

It's common to grab those facts and documents and forget about citing your sources. "It's the 1930 census. Isn't that good enough?"

No, it isn't. Picture this: One day you realize your uncle lived on the same street as your grandmother. You can't find him in a search. If you could just get back to her census form online, you're sure your uncle would be on the next page. If only you'd recorded some facts and a URL.

Put a stake in the ground today. Going forward, you're going to add citation info to each fact and document you add to your family tree.

And then spend a few weekends cleaning up your early work. Make that tree better.

Develop a Consistent System of Document-naming and Filing

Develop your logical filing system.

At the start of my research, I developed some rules:

• My computer's FamilyTree folder contains a sub-folder for each type of document:
  
  • census forms
  • vital records
  • city directories
  • draft cards
  • ship manifests
  • naturalization papers, etc.
• Each file name follows the same format. Generally, it's LastnameFirstnameYear.jpg. Since I keep all vital records in one folder, they are more specific: LastnameFirstnameBirthYear.jpg or LastnameFirstnameDeathYear.jpg.
• Census records are named for the head of household: LastnameFirstname1930.jpg. This is true of a ship manifest containing a whole family, too: LastnameFirstname1922.jpg.

When I learn something new at work, I try to apply it to my genealogy hobby. For example:

• I work with Excel all day long. So I catalog my thousands of genealogy records in a single spreadsheet.
• I store work files on OneDrive so I can access them from another computer. Now I store my tens of thousands of Italian vital records in a OneDrive folder so it's backed up instantly.

Be smart, logic and efficient in your hobby. You'll still have all the fun you want, but you'll leave behind a priceless legacy: Your impeccable family tree.

What Are Your Genealogy Goals for 2018?

Is your family tree research more productive when you focus on one person? Or do you happily follow leads and create new branches all the time?

You can fortify your family tree by filling in the blanks for your closest relatives. Then you can move on to those tempting new branches.

If you have a few moments to yourself this holiday season, think about your specific genealogy research goals for the new year. Working your way down your list of specific goals will make your tree stronger, faster.

Here are some suggestions for creating your genealogy goals for 2018.

My grandparent chart shows me exactly who's missing.

Find Specific Ancestors

Create a chart or spreadsheet of your direct-line ancestors to see which sets of great grandparents are missing. See How to Visualize Your Ancestor-Finding Progress for a spreadsheet you can use.

My grandparent chart showed me that I needed the most work on my mother's mother's family. When I saw how much further I'd gotten with every other branch of my tree, I decided to focus on Grandma's line. I made great strides! See Today I Demolished My Family Tree's Only Brick Wall.

Your chart can show you where your tree needs the most work. Your goal might be "Find my 4th great grandparents in my paternal grandfather's line."

My document tracker shows me which documents I have and don't have.

Fill in What's Missing

A few years into my genealogy research, I had a big collection of downloaded documents: census forms, ship manifests, draft registrations cards, and more. My filing system is very logical, so I can find what I need in a heartbeat.

But with such a big collection, it was hard to know if I was busy searching for something I had already. See Haven't I Seen You Before?

My document tracker spreadsheet gives me a quick way to see what I have for a person and what I'm missing.

Another of your goals for 2018 could be to "Find every missing 1940 census for the people in my tree."

Request Official Documents

I wish every document I needed for my family tree were online. But sometimes you've got to request a marriage certificate from the state, or buy a copy of a death certificate from the Department of Health.

If some of your ancestors died not so long ago, it's unlikely you'll find their death records online. You've got to find out how to order a copy from the state where your ancestor died.

I wanted a copy of my grandfather's 1992 death certificate to learn his exact cause of death. My brother, my cousins, and I knew it was two types of cancer, but we weren't sure which types. As his direct descendants, we thought we should know.

Since my grandfather died in New York City, I had to request a copy in a certain way. If he'd died somewhere else in New York state, or in another state, I would have had to follow a different procedure.

P.S. They did not send me his full death certificate, so I still don't know his official cause of death.

Your goal for 2018 might be "Get copies of birth, marriage and death records for my grandparents and great grandparents."

Confirm or Debunk Family Lore

I have two pieces of family lore that are so vague, I may never be able to confirm or debunk them.

One story says that my great grandfather's brother, Agostino, left the Bronx and moved to Chicago because he was involved in a fight that left a man dead.

I can try to pinpoint when he left the Bronx, and then search newspapers for a story about a man dying in a big brawl.

Another story says that my great grandfather Pasquale left New York and moved to Ohio because of an injury. He and his brothers-in-law worked for the railroad. One of the men let his son into a restricted area. The boy did something stupid and lost a few toes in an accident. To avoid getting fired, they packed up and moved.

The men continued working for the railroads. I suspect the railroad in Youngtown, Ohio, needed workers. They may have gotten an incentive to go work there.

But if the story were true, there might be some documentation of the boy with the missing toes.

Newspaper research could be what you need to confirm or debunk your family stories. Your goal might be "Find proof for my cousin's claim about our ancestor."

Aim for five or six goals that will provide the most bang for your research buck. If you achieve these goals, imagine how much family tree research you will accomplish in 2018!

How to Make Your Family Tree Fireproof!

My family didn't pass down any paperwork. There were no birth certificates. No marriage certificates. No citizenship papers.

That's why I'm amazed at the photos other genealogists post of their slumped-over piles of color-coded folders. Their stacks of plastic bins filled with documents. Their rows of acid-free archive-quality storage boxes.

Whatever paper genealogy documents you have, digitize them!

I have one fat folder of paper documents related to my family tree. It rests comfortably in my two-drawer file cabinet along with every other piece of paperwork associated with my life.

Wag your finger at me if you must, but I'm here to urge you to digitize your family history! Our goal as family historians is to preserve and share every fact and document of our ancestors' lives.

That requires making their birth certificates, death certificates, and precious photographs:

• fireproof
• accessible
• safe from obsolescence

This seems like an overwhelming task to many family tree researchers. But isn't every aspect of building a family tree overwhelming? For goodness sake, you have 64 great great great great grandparents alone!

Like any other genealogical task, you have to set your goals, divide, and conquer. Choose a branch and dive in with these tasks:

• Scanning: A good scanner is not expensive. But if your budget is tight, consider borrowing one for a few days. Or get a free scanner app for your phone.
• Saving: Your family tree software should have the option of exporting your work as a GEDCOM file. A GEDCOM is a highly compatible format that any family tree software can open and use. Save your work as a GEDCOM regularly.
• Storing: Remember 3½-inch floppy disks? Computers can't read them anymore. A CD drive isn't even standard equipment on many new laptop computers. So practice redundancy:
  
  • Burn your digital files to a CD or DVD.
  • Copy them to an external hard drive.
  • Store them on one of the many clouds available to you: GoogleDocs, Dropbox, OneDrive.
  • Use FamilySearch.org, Ancestry.com, or another genealogy website to hold your family tree and its document files.

As genealogists, we love living in the past. We treasure each scrap of evidence of our ancestors' lives.

But we've got to plan for the future and the longevity of our hard work.

When it comes to one specific ancestor, like your maternal grandmother, you only want one. But when it comes to preserving her documents and photographs, redundancy, redundancy, redundancy!

You may also enjoy:

• Finding the Story Behind an Intriguing Family Photo
• Mapping Your Ancestors Can Answer Questions
• Why You Should Track Down the Extra Cousin

Case Study on "Haven't I Seen You Before?"

This post is about the importance of being fully organized and supports my earlier post, "Haven't I Seen You Before?". I've seen countless articles about how best to file your paper documents and binders and photos, but I have extremely few paper documents. They're in one manila folder.

On the other hand, I have ten of thousands of digital documents—primarily jpg files. Early on, when I was going gangbusters and grabbing hundreds of census sheets, ship manifests, draft registration cards, and more, I realized it could be difficult to get back to the right jpg file very easily.

So here's what I did:

1. 
   I named each file using a standard naming convention such as LastnameFirstnameYear.jpg. For a census sheet or a ship manifest containing a whole family, I used the name of the head of household, such as SavianoAntonio1898.jpg.
   
   
2. I placed each type of document into a folder with an unmistakable name, such as census, draft registration, immigration, certificates (that's for birth, marriage and death).
   
3. When I import a jpg into Family Tree Maker software, I fill out the properties window as much as possible. I use a standard title (e.g., "1898 immigration record for Antonio Saviano and family"), enter the date on the document (in my preferred standard of day (numerical) month (first 3 letters) year (4 digits)), and click the checkbox for the type of file (including vital record, photo, military, census). Finally, in the description section I state which line number(s) to look at, and enough details to allow anyone else to find the original document themselves (such as the name of the collection, the roll number, and image x of xx on ancestry.com). Sometimes this is handy for me to have, too. For example, if I have a family that I think lived on the same block as another family, but they're not showing up in a census search, I can retrace my steps to the first family's census sheet and start paging through until I find the other family.
   
   
4. 
   I created my super handy document tracker spreadsheet (download one for yourself) and update it every time I find a new document. Each line has one person on it, lastname first so I can easily sort them all alphabetically. The columns are for the different types of documents, like censuses and ship manifests. Each time I add a new jpg, I mark the proper column with the document's year. So if I have the 1910 and 1920 census for someone, both of those years go in their line, and it's obvious that I do not have 1930. I currently have 1,380 lines, but I think I haven't added the tons of people documented in my Basélice research project.
   
   
5. Every so often I copy these files to another location, like my own website server. I don't have to recopy them all—I just have to upload the ones dated after my last backup.

If you can get this organized, you will find it easier to gather more complete information on families, and your tree will be fortified by excellent sources.