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

One Simple Strategy to Avoid Genealogy Burnout

Does your family tree ever weigh you down? Here's an easy way to push ahead without getting burned out.

I've been off to the races on my 2019 Genealogy Goals. I completed my 1st goal by mid-January. Now I'm making a serious push on my 2nd goal.

I've finished my 1st genealogy goal of the year,
but the 2nd one can get tedious.

I'm excited about how many census forms I've added to my family tree in a short time. Fifty-five in 2 weeks!

But sometimes I get bored. I'll find a census for a big family and think, "Now I've got to add all these facts to all these people." I don't want to stop working on my tree. But it can feel like a grind sometimes.

What's a bored genealogist to do?

Try a New Strategy

I've been using an anti-boredom strategy since I was a girl. I still use it when I'm cleaning the house, shoveling snow, or working at my day job.

The secret is this: Jump from small task to small task and trick your brain into thinking you're on to something new.

For example, when I mow the lawn, I tend to shift directions. Carve out a smaller section to cut. I'm purposely not committing myself to an enormous job. I'm committing to one piece of the job at a time. I'm telling myself I can stop whenever I want to. Then I realize I want to do another section. I go on to complete the larger task, one piece at a time.

Why not apply this strategy to genealogy?

I still encourage you to keep a list of genealogy goals—even if you won't complete them this year. But, to battle any boredom, keep a separate, smaller task list. These tasks are the things you can jump to when your bigger goal is bogging you down.

Last night I was getting discouraged with one family because I couldn't find them in 1910 or 1930. I tried all kinds of search tricks, but they kept hiding from me.

That's when I noticed a problem with some of the images in my family tree. They were missing a date or category, or weren't named in my usual style. I'd detached a few unwanted images, but I'd forgotten to delete them.

I overcame my boredom and frustration by fixing the problems with these 30-something images. It was a mental break. A short, easy task. And I'm so happy they're fixed.

I pressed on and edited the captions for all my photos of grave markers. I wanted them to be consistent, and I could never decide if they were tombstones, gravestones, headstones, or what. So I chose "grave marker" and labelled each photo in the same way. I put the cemetery name in the description. If I had the original URL for the image, I made sure each one said "From the Find-a-Grave website" followed by the URL.

Cleaning up a certain file type in my family tree was a quick break to get me back on track.

I keep a list of smaller genealogy tasks I want to finish. They're not lofty enough to be on my annual goals list, so I called them my "Rainy-Day Genealogy List". I could call them my "I'm Bored List":

• Transcribe my Oct 2018 interview of Mom and Dad (should take an hour or so)
• Sort out my photo collection, scan the non-digitized ones, and add more to my tree (a weekend job)
• Capture all entries from my old notebook of Ellis Island immigrants (I don't have to do it all at once)
• Revisit my brother's old genealogy paper for more facts from Grandpa (a couple of hours, tops)
• File away everything in my catch-all "gen docs" folder (a bigger task, but easy to break into pieces)

It's Time to Start Your List

You must have similar tasks you'd like to complete. Start your list of boredom busters. Choose one as a mental break when you feel frustrated by a brick wall.

Don't avoid genealogy because one family is driving you crazy. Move on to something simpler for a while. Something you can finish with no obstacles.

Break through that boredom while making your end-product better and better. Your family tree is going to be the tidiest family tree in the neighborhood!

When Documents Disagree, Get More Documents

Mo' documents, mo' proof. When researching a distant relative, supporting evidence is a must.

When you're going out on a limb of your family tree that isn't quite yours, it's easy to make mistakes. You have no personal knowledge of this branch. How will you know if the census taker made a mistake? Or if the death certificate informant was wrong?

How can you avoid putting bad information in your family tree?

Your best option is to gather every available scrap of evidence. Some facts will contradict each other. What if 3 documents say one thing and the 4th says another? Are the 3 sources reputable? Could the 4th source contain a human error?

Here's an example I found yesterday.

I'm working on one of my 2019 Genealogy Goals. I'm going line-by-line through my document tracker spreadsheet. Each time I find a U.S. census noted in a person's "Need to find" column, I'm searching for it. My goal is to do a "reasonably exhaustive search" for every missing U.S. census in my family tree.

After a productive weekend of searching, I was up to the name Foster in my alphabetical list of almost 2,000 names.

Elvia Foster was born in 1884 and married my ex-husband's grandmother's uncle. A 1916 Michigan marriage register was my only source of information for Elvia. The register lists the parents of the 32-year-old bride as Albert and "Unknown".

Poor Elvia needed more documents badly. Here's what I learned from several searches:

Go after every major document so you can see the whole picture.

1. 1910 United States Federal Census

I found a 1910 census with an "Elva" Foster. She was from the right state (Michigan), but her father is Alfred J. Foster, not Albert. Her mother is either Lillie or Nellie. So I started looking for Elvia (or Elva) after her marriage.

2. 1920 United States Federal Census

In 1920 "Elvah" was still in Michigan, married to James Kinney. Their ages and places of birth supported the 1910 census information. I saw that she was a bookkeeper in a casket company. That's helpful. The 1910 census I'm not so sure about shows Elva Foster working as a bookkeeper in a cabinet company. Caskets are sort of cabinets…

But something caught my eye. Listed right above the Kinney family in the 1920 census are Alfred J. and Nellie L. Foster. The Fosters have one son with them: Everitt born in 1899. I checked that 1910 census again. There is a son listed as E. Lesley born in 1900. Taken together, these are good reasons to believe these Fosters are Elvia/Elva/Elvah's family.

Be careful not to overlook another part of the family.

3. 1930 United States Federal Census

In 1930 James and Elva are living in the same house as in 1920, but the Fosters are gone. Elva has worked her way up to office executive at the casket factory. Her husband James has changed careers. He's now a cabinet maker at a furniture factory. Maybe Elva's father, a carpenter, taught James a thing or two.

4. 1940 United States Federal Census

In 1940 James and Elva are still at the same address. There are no Fosters nearby. They're getting on in years. Elva has retired and James is in another industry.

5. 1900 United States Federal Census

I did one more search for an earlier census. The 1900 census lists Alfred J. Foster as James A. Foster. His year and place of birth agree with the other censuses. His wife is again listed as Nellie L., and Everitt or E. Lesley is now Lesley E. Pick a name, dude!

Luckily there was one more entry: Alfred's mother-in-law. She's listed as Elizabeth Beaumont, widow. So Nellie's maiden name must be Beaumont, right?

Normally I'd say "Yes…most of the time." But this was not enough data to be sure Nellie was a Beaumont. What if her mother had remarried?

6. Death Records

Since I had all the censuses I needed for Elva, I wanted to search for her death date. If I could find that, she would be complete in my document tracker. I'd have all the major documents I wanted.

Here's where I got really lucky. A Michigan death record and a Find-a-Grave link appeared at the top of my search results. The Michigan death record provides her birth date, town of birth, and death date. It confirms that her father was Alfred James Foster. It tells me why her mother was called Nellie: her given name was Cornelia. But Nellie's full maiden name is Cornelia Leona Peck, not Beaumont.

On the Find-a-Grave website, someone added photos and detailed information about the Foster family. Nellie's father was named Peck. Her mother (Elizabeth Beaumont from the 1900 census) had the maiden name Blackford. Hey! That's the name of a boarder living with the Foster family in the 1900 census.

Sure enough, Elizabeth Blackford did marry twice. Her first husband was John Peck, father of Nellie. Her second husband was Frederick Beaumont.

I'm not going to go any further on documenting the Foster family. They're way too unrelated to me. My policy is to capture the names of an in-law's parents. But I'm not going to add Nellie's siblings or parents. All I wanted to do was confirm Nellie's maiden name.

Now I have lots of data on Elva (that's the spelling that's used the most) Foster Kinney. There's nothing more I need to find on such a distant in-law.

Finding and processing the documents mentioned here took less than 2 hours (see "How to Increase the Value of Your Family Tree Images"). Now my tree, shared on Ancestry.com, has the right names for James Kinney's wife and her parents.

This example shows why I encourage you to keep an inventory of the documents you have and the ones you're missing.

Those missing documents may completely change the facts in your family tree.