- Document type. Handle all your census records a year at a time. Or your ship manifests, a decade at a time.
- Family group. Who is your first-born immigrant ancestor? Work your way down their direct-line descendants.
- Direct lineage. Forget all the cousins for the moment. Climb your tree one direct ancestor at a time, improving their source citations as you go.
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| Develop and stick to a thorough routine when you add a new document image to your family tree. |
- Download the document to your computer and name it according to your style. My style is LastnameFirstnameTypeYear.jpg. My great grandfather's birth record is IamarinoFrancescoBirth1878.jpg. For a marriage record, I include both names: IamarinoFrancescoPillaLiberaMarriage1901.jpg.
- Crop and enhance the image. If there is more than one document in the image, crop out the ones that aren't your family member. And I'll bet the document could use more contrast. I leave census sheets and ship manifests as is. But I enhanced and crop every vital record.
- Add a title and comments to the image's file properties. This step is the key to making your source citations easy to create. If the title begins with a year, all document images appear in chronological order in your tree. "1878 birth record for Francesco Iamarino." The comments field includes the source of the image and its URL. My format is "From the [Italian Province] State Archives: [URL]."
- Place the processed document image in your family tree, attached to the person(s) in the document.
- File the image in the proper folder. I file documents by their type. Some of you may file by family name.
- Make note of the image in a document tracker. This gives you a quick view of what you have and what you need for any given person.
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| The source citation details you need are available when you find that document online. |
Year: 1920; Arrival: New York, New York; Microfilm Serial: T715, 1897-1957; Microfilm Roll: Roll 2883; Line: 10; Page Number: 161
Ancestry.com. New York, Passenger and Crew Lists (including Castle Garden and Ellis Island), 1820-1957 [database on-line]. Provo, UT, USA: Ancestry.com Operations, Inc., 2010.
Year: 1930; Census Place: Girard, Trumbull, Ohio; Page: 16B; Enumeration District: 0045; FHL microfilm: 2341618
Ancestry.com. 1930 United States Federal Census [database on-line]. Provo, UT, USA: Ancestry.com Operations Inc, 2002.
- Copy the document image's entire comments field to a temporary text file.
- Click to add a new source citation for the immigration fact.
- Select the document collection title from your list of existing sources. This one is "New York, Passenger and Crew Lists (including Castle Garden and Ellis Island), 1820-1957." (If it isn't in your list, you'll need to create it now.)
- Remember that temporary text file you created? Paste the Source Citation and Source Information text into the appropriate fields in the source template. Paste the URL in the Web address field.
- Before saving your citation, you can add the document image to the citation itself. This was the feature I learned only recently that I like so much. Click the Media tab in the source template. Link to the document image you've already placed in your family tree.
- Save and close your source template.
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| Your family tree software does all it can to simplify the creation of source citations. |

























